Orion Capital Management LLC Diversified Active

CIK: 0001846758 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 22, 2022

Total Value ($000): $129,044 (100.0% shares, 0.0% debt)

Holdings (422)

AAPL APPLE INC 7.3%
Value ($000) $9,399 Shares 68,747 Est. Cost $117.34 Unrealized +26.7%
IVV ISHARES TR 5.9%
Value ($000) $7,564 Shares 19,951 Est. Cost $394.34 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 4.4%
Value ($000) $5,741 Shares 40,013 Est. Cost $146.04 Unrealized
IJH ISHARES TR 3.2%
Value ($000) $4,123 Shares 18,225 Est. Cost $239.41 Unrealized
AMZN AMAZON COM INC 2.9%
Value ($000) $3,790 Shares 35,680 Est. Cost $127.04 Unrealized -1.5%
MSFT MICROSOFT CORP 2.9%
Value ($000) $3,679 Shares 14,324 Est. Cost $210.12 Unrealized +25.4%
VYM VANGUARD WHITEHALL FDS 2.7%
Value ($000) $3,492 Shares 34,336 Est. Cost $94.25 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 2.6%
Value ($000) $3,403 Shares 25,352 Est. Cost $128.10 Unrealized
VNQ VANGUARD INDEX FDS 2.6%
Value ($000) $3,291 Shares 36,122 Est. Cost $93.82 Unrealized
GOOG ALPHABET INC 2.4%
Value ($000) $3,100 Shares 1,417 Est. Cost $83.74 Unrealized +40.1%
IJR ISHARES TR 2.1%
Value ($000) $2,656 Shares 28,740 Est. Cost $97.00 Unrealized
ISRG INTUITIVE SURGICAL INC 2.0%
Value ($000) $2,632 Shares 13,113 Est. Cost $312.06 Unrealized -24.8%
DFAC DIMENSIONAL ETF TRUST 1.8%
Value ($000) $2,358 Shares 101,194 Est. Cost $27.17 Unrealized
DSTL ETF SER SOLUTIONS 1.8%
Value ($000) $2,323 Shares 60,001 Est. Cost $40.51 Unrealized
ORLY OREILLY AUTOMOTIVE INC 1.8%
Value ($000) $2,268 Shares 3,590 Est. Cost $30.19 Unrealized +42.5%
VCSH VANGUARD SCOTTSDALE FDS 1.7%
Value ($000) $2,224 Shares 29,164 Est. Cost $81.60 Unrealized
VTIP VANGUARD MALVERN FDS 1.6%
Value ($000) $2,128 Shares 42,451 Est. Cost $51.36 Unrealized
MTUM ISHARES TR 1.6%
Value ($000) $2,110 Shares 15,476 Est. Cost $162.26 Unrealized
VEEV VEEVA SYS INC 1.6%
Value ($000) $2,077 Shares 10,490 Est. Cost $280.15 Unrealized -34.3%
AMN AMN HEALTHCARE SVCS INC 1.5%
Value ($000) $1,956 Shares 17,830 Est. Cost $65.19 Unrealized +51.8%
QCOM QUALCOMM INC 1.3%
Value ($000) $1,655 Shares 12,955 Est. Cost $132.85 Unrealized -6.0%
ADBE ADOBE SYSTEMS INCORPORATED 1.1%
Value ($000) $1,480 Shares 4,042 Est. Cost $483.07 Unrealized -15.8%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $1,463 Shares 8,240 Est. Cost $130.52 Unrealized +22.5%
GOOGL ALPHABET INC 1.1%
Value ($000) $1,397 Shares 641 Est. Cost $85.50 Unrealized +36.7%
USMV ISHARES TR 1.0%
Value ($000) $1,307 Shares 18,610 Est. Cost $68.24 Unrealized
V VISA INC 1.0%
Value ($000) $1,288 Shares 6,543 Est. Cost $197.90 Unrealized +1.6%
JPM JPMORGAN CHASE & CO 1.0%
Value ($000) $1,250 Shares 11,100 Est. Cost $104.39 Unrealized +8.3%
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $1,191 Shares 2,484 Est. Cost $349.98 Unrealized +38.6%
PJAN INNOVATOR ETFS TR 0.9%
Value ($000) $1,137 Shares 37,863 Est. Cost $32.05 Unrealized
BAC BK OF AMERICA CORP 0.9%
Value ($000) $1,130 Shares 36,314 Est. Cost $26.24 Unrealized +24.8%
TTD THE TRADE DESK INC 0.9%
Value ($000) $1,124 Shares 26,830 Est. Cost $65.08 Unrealized -15.8%
BJAN INNOVATOR ETFS TR 0.8%
Value ($000) $1,051 Shares 32,698 Est. Cost $35.31 Unrealized
FTNT FORTINET INC 0.8%
Value ($000) $1,000 Shares 17,675 Est. Cost $50.64 Unrealized +17.3%
VGSH VANGUARD SCOTTSDALE FDS 0.8%
Value ($000) $987 Shares 16,762 Est. Cost $61.49 Unrealized
RMD RESMED INC 0.7%
Value ($000) $922 Shares 4,400 Est. Cost $190.91 Unrealized +7.9%
CRM SALESFORCE INC 0.7%
Value ($000) $914 Shares 5,539 Est. Cost $240.26 Unrealized -27.3%
ALNY ALNYLAM PHARMACEUTICALS INC 0.7%
Value ($000) $855 Shares 5,865 Est. Cost $133.53 Unrealized +6.2%
BLACKROCK INC 0.6%
Value ($000) $756 Shares 1,242 Est. Cost $718.52 Unrealized
MDT MEDTRONIC PLC 0.6%
Value ($000) $740 Shares 8,240 Est. Cost $95.44 Unrealized -5.3%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $710 Shares 13,990 Est. Cost $43.96 Unrealized -8.8%
CVS CVS HEALTH CORP 0.5%
Value ($000) $705 Shares 7,613 Est. Cost $57.24 Unrealized +50.1%
ABBV ABBVIE INC 0.5%
Value ($000) $675 Shares 4,410 Est. Cost $81.54 Unrealized +64.5%
HORIZON THERAPEUTICS PUB L 0.5%
Value ($000) $658 Shares 8,255 Est. Cost $74.16 Unrealized
BSV VANGUARD BD INDEX FDS 0.5%
Value ($000) $656 Shares 8,538 Est. Cost $78.45 Unrealized
EDAP EDAP TMS S A 0.5%
Value ($000) $620 Shares 91,203 Est. Cost $5.78 Unrealized
DAR DARLING INGREDIENTS INC 0.5%
Value ($000) $618 Shares 10,330 Est. Cost $70.66 Unrealized +7.5%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $602 Shares 4,187 Est. Cost $134.93 Unrealized +1.8%
HD HOME DEPOT INC 0.5%
Value ($000) $586 Shares 2,135 Est. Cost $242.47 Unrealized +10.9%
PFE PFIZER INC 0.4%
Value ($000) $512 Shares 9,770 Est. Cost $35.19 Unrealized +19.4%
UJAN INNOVATOR ETFS TR 0.4%
Value ($000) $499 Shares 17,150 Est. Cost $30.22 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $499 Shares 9,969 Est. Cost $50.66 Unrealized
C CITIGROUP INC 0.4%
Value ($000) $481 Shares 10,460 Est. Cost $44.35 Unrealized -1.3%
MRK MERCK & CO INC 0.4%
Value ($000) $474 Shares 5,203 Est. Cost $65.60 Unrealized +20.8%
BMAY INNOVATOR ETFS TR 0.4%
Value ($000) $474 Shares 16,710 Est. Cost $30.87 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $467 Shares 2,805 Est. Cost $122.77 Unrealized +22.0%
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $465 Shares 6,657 Est. Cost $204.30 Unrealized -57.6%
BMAR INNOVATOR ETFS TR 0.4%
Value ($000) $463 Shares 14,974 Est. Cost $31.38 Unrealized
DVY ISHARES TR 0.3%
Value ($000) $445 Shares 3,785 Est. Cost $96.09 Unrealized
GOOG ALPHABET INC CALL August 110 0.3%
Value ($000) $438 Shares 200 Est. Cost $83.74 Unrealized +40.1%
INMD INMODE LTD 0.3%
Value ($000) $436 Shares 19,460 Est. Cost $49.25 Unrealized -46.6%
WELL WELLTOWER INC 0.3%
Value ($000) $436 Shares 5,290 Est. Cost $52.89 Unrealized +53.5%
LLY LILLY ELI & CO 0.3%
Value ($000) $433 Shares 1,334 Est. Cost $258.43 Unrealized +12.6%
AX AXOS FINANCIAL INC 0.3%
Value ($000) $427 Shares 11,900 Est. Cost $31.61 Unrealized +21.6%
NKE NIKE INC 0.3%
Value ($000) $422 Shares 4,125 Est. Cost $129.37 Unrealized -14.0%
SPSB SPDR SER TR 0.3%
Value ($000) $373 Shares 12,546 Est. Cost $31.40 Unrealized
FLRN SPDR SER TR 0.3%
Value ($000) $361 Shares 12,000 Est. Cost $27.07 Unrealized
SPMD SPDR SER TR 0.3%
Value ($000) $359 Shares 9,040 Est. Cost $44.92 Unrealized
BE BLOOM ENERGY CORP 0.3%
Value ($000) $355 Shares 21,500 Est. Cost $21.41 Unrealized -14.5%
PJUN INNOVATOR ETFS TR 0.3%
Value ($000) $351 Shares 12,070 Est. Cost $29.75 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $345 Shares 1,094 Est. Cost $325.21 Unrealized +3.7%
IAU ISHARES GOLD TR 0.3%
Value ($000) $343 Shares 10,000 Est. Cost $33.40 Unrealized
BFEB INNOVATOR ETFS TR 0.3%
Value ($000) $341 Shares 11,900 Est. Cost $30.38 Unrealized
NV5 GLOBAL INC 0.3%
Value ($000) $339 Shares 2,900 Est. Cost $78.87 Unrealized
BIP BROOKFIELD INFRAST PARTNERS 0.3%
Value ($000) $338 Shares 8,850 Est. Cost $45.61 Unrealized
PAPR INNOVATOR ETFS TR 0.3%
Value ($000) $325 Shares 12,050 Est. Cost $27.18 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $324 Shares 4,242 Est. Cost $115.10 Unrealized -18.7%
PMAY INNOVATOR ETFS TR 0.2%
Value ($000) $321 Shares 11,765 Est. Cost $27.82 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $306 Shares 740 Est. Cost $420.27 Unrealized
ETN EATON CORP PLC 0.2%
Value ($000) $291 Shares 2,310 Est. Cost $132.58 Unrealized 0.0%
PMAR INNOVATOR ETFS TR 0.2%
Value ($000) $286 Shares 9,689 Est. Cost $29.62 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $281 Shares 1,856 Est. Cost $18.75 Unrealized +0.5%
QUAL ISHARES TR 0.2%
Value ($000) $281 Shares 2,515 Est. Cost $129.35 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $272 Shares 1,554 Est. Cost $37.37 Unrealized -40.7%
HYD VANECK ETF TRUST 0.2%
Value ($000) $269 Shares 5,000 Est. Cost $61.58 Unrealized
BJUN INNOVATOR ETFS TR 0.2%
Value ($000) $259 Shares 8,700 Est. Cost $32.64 Unrealized
CWB SPDR SER TR 0.2%
Value ($000) $258 Shares 4,000 Est. Cost $66.12 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $256 Shares 1,470 Est. Cost $163.73 Unrealized +1.6%
ARLO ARLO TECHNOLOGIES INC 0.2%
Value ($000) $255 Shares 40,660 Est. Cost $6.71 Unrealized +9.1%
BEP BROOKFIELD RENEWABLE PARTNER 0.2%
Value ($000) $254 Shares 7,300 Est. Cost $42.08 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $247 Shares 454 Est. Cost $482.37 Unrealized +12.9%
AL AIR LEASE CORP 0.2%
Value ($000) $239 Shares 7,160 Est. Cost $32.72 Unrealized +8.2%
INNOVATOR ETFS TR 0.2%
Value ($000) $235 Shares 8,713 Est. Cost $29.04 Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.2%
Value ($000) $215 Shares 7,630 Est. Cost $32.80 Unrealized
VHT VANGUARD WORLD FDS 0.2%
Value ($000) $212 Shares 900 Est. Cost $231.00 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $211 Shares 23,293 Est. Cost $21.69 Unrealized -54.4%
UPST UPSTART HLDGS INC 0.2%
Value ($000) $209 Shares 6,610 Est. Cost $194.95 Unrealized -69.5%
PJUL INNOVATOR ETFS TR 0.2%
Value ($000) $206 Shares 7,000 Est. Cost $29.57 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $205 Shares 750 Est. Cost $259.03 Unrealized +21.1%
II-VI INC 0.2%
Value ($000) $198 Shares 3,880 Est. Cost $72.48 Unrealized
BJUL INNOVATOR ETFS TR 0.2%
Value ($000) $196 Shares 6,500 Est. Cost $31.42 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $196 Shares 9,270 Est. Cost $21.58 Unrealized
BDEC INNOVATOR ETFS TR 0.1%
Value ($000) $192 Shares 6,300 Est. Cost $32.81 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $189 Shares 280 Est. Cost $204.94 Unrealized +33.2%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $189 Shares 2,450 Est. Cost $55.80 Unrealized +16.4%
GLD SPDR GOLD TR 0.1%
Value ($000) $182 Shares 1,080 Est. Cost $178.19 Unrealized
ARISTA NETWORKS INC 0.1%
Value ($000) $179 Shares 1,912 Est. Cost $180.30 Unrealized
PSEP INNOVATOR ETFS TR 0.1%
Value ($000) $173 Shares 6,170 Est. Cost $29.34 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $171 Shares 1,293 Est. Cost $140.52 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $170 Shares 900 Est. Cost $196.72 Unrealized
BSEP INNOVATOR ETFS TR 0.1%
Value ($000) $166 Shares 5,661 Est. Cost $31.44 Unrealized
VCR VANGUARD WORLD FDS 0.1%
Value ($000) $165 Shares 727 Est. Cost $274.97 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $164 Shares 474 Est. Cost $376.59 Unrealized
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $161 Shares 1,700 Est. Cost $111.79 Unrealized +25.6%
CAT CATERPILLAR INC 0.1%
Value ($000) $155 Shares 869 Est. Cost $182.19 Unrealized +8.3%
DSTX ETF SER SOLUTIONS 0.1%
Value ($000) $154 Shares 7,355 Est. Cost $25.28 Unrealized
BAPR INNOVATOR ETFS TR 0.1%
Value ($000) $153 Shares 5,124 Est. Cost $31.02 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $153 Shares 1,300 Est. Cost $116.15 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $150 Shares 1,376 Est. Cost $100.91 Unrealized +5.1%
LITE LUMENTUM HLDGS INC 0.1%
Value ($000) $149 Shares 1,880 Est. Cost $92.24 Unrealized -7.4%
IXUS ISHARES TR 0.1%
Value ($000) $149 Shares 2,618 Est. Cost $66.59 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $145 Shares 487 Est. Cost $287.27 Unrealized -1.3%
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $143 Shares 6,831 Est. Cost $21.88 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $143 Shares 2,000 Est. Cost $73.75 Unrealized
PINS PINTEREST INC 0.1%
Value ($000) $142 Shares 7,800 Est. Cost $50.06 Unrealized -58.2%
AMYRIS INC 0.1%
Value ($000) $136 Shares 73,750 Est. Cost $12.71 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $133 Shares 352 Est. Cost $390.07 Unrealized
ARRY ARRAY TECHNOLOGIES INC 0.1%
Value ($000) $131 Shares 11,930 Est. Cost $31.78 Unrealized -68.9%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $126 Shares 245 Est. Cost $319.29 Unrealized +47.5%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $125 Shares 899 Est. Cost $126.45 Unrealized +24.6%
SPYM SPDR SER TR 0.1%
Value ($000) $125 Shares 2,811 Est. Cost $45.17 Unrealized
EXTR EXTREME NETWORKS INC 0.1%
Value ($000) $125 Shares 14,001 Est. Cost $5.37 Unrealized +89.2%
BNOV INNOVATOR ETFS TR 0.1%
Value ($000) $124 Shares 4,310 Est. Cost $32.95 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $122 Shares 500 Est. Cost $197.50 Unrealized +10.7%
DFUV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $121 Shares 3,836 Est. Cost $31.54 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $120 Shares 1,500 Est. Cost $71.82 Unrealized 0.0%
VEEV VEEVA SYSTEMS INC CALL August 200 0.1%
Value ($000) $119 Shares 600 Est. Cost $280.15 Unrealized -34.3%
DFAX DIMENSIONAL ETF TRUST 0.1%
Value ($000) $118 Shares 5,510 Est. Cost $21.42 Unrealized
PNOV INNOVATOR ETFS TR 0.1%
Value ($000) $118 Shares 4,185 Est. Cost $31.06 Unrealized
IRM IRON MTN INC NEW 0.1%
Value ($000) $112 Shares 2,300 Est. Cost $22.13 Unrealized +106.9%
SHYD VANECK ETF TRUST 0.1%
Value ($000) $112 Shares 5,000 Est. Cost $24.86 Unrealized
XEVMX EATON VANCE CALIF MUN BD FD 0.1%
Value ($000) $111 Shares 12,000 Est. Cost $11.75 Unrealized
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $111 Shares 3,847 Est. Cost $34.31 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $110 Shares 3,500 Est. Cost $38.94 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $106 Shares 1,127 Est. Cost $146.98 Unrealized -26.2%
VEA VANGUARD TAX-MANAGED INTL FD 0.1%
Value ($000) $106 Shares 2,604 Est. Cost $48.11 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $106 Shares 2,689 Est. Cost $38.36 Unrealized 0.0%
UNF UNIFIRST CORP MASS 0.1%
Value ($000) $105 Shares 607 Est. Cost $179.60 Unrealized -9.4%
USRT ISHARES TR 0.1%
Value ($000) $102 Shares 1,912 Est. Cost $49.00 Unrealized
MDXG MIMEDX GROUP INC 0.1%
Value ($000) $100 Shares 28,900 Est. Cost $8.35 Unrealized -53.1%
DFIV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $100 Shares 3,454 Est. Cost $33.08 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $99 Shares 400 Est. Cost $193.25 Unrealized +17.1%
ILMN ILLUMINA INC 0.1%
Value ($000) $97 Shares 524 Est. Cost $318.77 Unrealized -19.9%
AVXL ANAVEX LIFE SCIENCES CORP 0.1%
Value ($000) $95 Shares 9,500 Est. Cost $5.55 Unrealized +70.7%
INTC INTEL CORP 0.1%
Value ($000) $94 Shares 2,500 Est. Cost $46.95 Unrealized -13.5%
LOW LOWES COS INC 0.1%
Value ($000) $94 Shares 540 Est. Cost $179.86 Unrealized -0.2%
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $93 Shares 1,860 Est. Cost $42.44 Unrealized +21.2%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $93 Shares 53 Est. Cost $1898.79 Unrealized +10.5%
TRMB TRIMBLE INC 0.1%
Value ($000) $93 Shares 1,600 Est. Cost $57.40 Unrealized +14.4%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $86 Shares 1,110 Est. Cost $67.42 Unrealized +2.1%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $86 Shares 217 Est. Cost $395.74 Unrealized +7.4%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $85 Shares 600 Est. Cost $117.50 Unrealized 0.0%
IPGP IPG PHOTONICS CORP 0.1%
Value ($000) $83 Shares 880 Est. Cost $200.31 Unrealized -50.7%
SPDR SER TR 0.1%
Value ($000) $82 Shares 1,025 Est. Cost $80.00 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $82 Shares 849 Est. Cost $78.49 Unrealized +12.8%
SMG SCOTTS MIRACLE-GRO CO 0.1%
Value ($000) $79 Shares 1,000 Est. Cost $142.37 Unrealized -41.0%
MMM 3M CO 0.1%
Value ($000) $78 Shares 600 Est. Cost $106.95 Unrealized -1.6%
SRE SEMPRA 0.1%
Value ($000) $76 Shares 506 Est. Cost $54.48 Unrealized +30.9%
TGT TARGET CORP 0.1%
Value ($000) $76 Shares 539 Est. Cost $144.87 Unrealized +17.5%
DE DEERE & CO 0.1%
Value ($000) $75 Shares 250 Est. Cost $349.66 Unrealized 0.0%
NVS NOVARTIS AG 0.1%
Value ($000) $75 Shares 889 Est. Cost $94.48 Unrealized
FTCHQ FARFETCH LTD 0.1%
Value ($000) $73 Shares 10,170 Est. Cost $39.06 Unrealized -73.8%
IJS ISHARES TR 0.1%
Value ($000) $72 Shares 804 Est. Cost $80.85 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $71 Shares 324 Est. Cost $268.97 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.1%
Value ($000) $71 Shares 300 Est. Cost $449.62 Unrealized -31.7%
BAX BAXTER INTL INC 0.1%
Value ($000) $71 Shares 1,100 Est. Cost $71.03 Unrealized -6.5%
DEO DIAGEO PLC 0.1%
Value ($000) $70 Shares 400 Est. Cost $160.00 Unrealized
DFSD DIMENSIONAL ETF TRUST 0.1%
Value ($000) $70 Shares 1,490 Est. Cost $46.98 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $69 Shares 311 Est. Cost $287.54 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $65 Shares 3,462 Est. Cost $24.55 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $64 Shares 3,580 Est. Cost $13.75 Unrealized +0.6%
KO COCA COLA CO 0.0%
Value ($000) $63 Shares 1,000 Est. Cost $56.76 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $62 Shares 808 Est. Cost $86.51 Unrealized -18.7%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $57 Shares 210 Est. Cost $366.63 Unrealized -12.6%
XBAP INNOVATOR ETFS TR 0.0%
Value ($000) $56 Shares 2,265 Est. Cost $27.81 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $55 Shares 1,091 Est. Cost $50.86 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $55 Shares 1,300 Est. Cost $47.45 Unrealized -9.8%
EDIT EDITAS MEDICINE INC 0.0%
Value ($000) $55 Shares 4,650 Est. Cost $34.42 Unrealized -61.1%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $54 Shares 320 Est. Cost $225.21 Unrealized -19.6%
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $54 Shares 4,000 Est. Cost $13.45 Unrealized +16.1%
HSY HERSHEY CO 0.0%
Value ($000) $54 Shares 250 Est. Cost $198.68 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $53 Shares 250 Est. Cost $202.51 Unrealized 0.0%
ASML ASML HOLDING N V 0.0%
Value ($000) $52 Shares 109 Est. Cost $656.93 Unrealized
NJAN INNOVATOR ETFS TR 0.0%
Value ($000) $52 Shares 1,475 Est. Cost $41.36 Unrealized
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $52 Shares 1,496 Est. Cost $42.11 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $51 Shares 437 Est. Cost $115.42 Unrealized +6.9%
SPAB SPDR SER TR 0.0%
Value ($000) $50 Shares 1,890 Est. Cost $29.63 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $50 Shares 2,413 Est. Cost $22.38 Unrealized
ALTERYX INC 0.0%
Value ($000) $50 Shares 1,040 Est. Cost $112.06 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $48 Shares 700 Est. Cost $45.59 Unrealized +23.9%
F FORD MTR CO DEL 0.0%
Value ($000) $46 Shares 4,100 Est. Cost $11.56 Unrealized -8.7%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $46 Shares 489 Est. Cost $103.08 Unrealized -1.3%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $45 Shares 1,227 Est. Cost $39.29 Unrealized -17.5%
DFAU DIMENSIONAL ETF TRUST 0.0%
Value ($000) $45 Shares 1,688 Est. Cost $26.66 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $45 Shares 863 Est. Cost $53.39 Unrealized
IPO RENAISSANCE CAP GREENWICH FD 0.0%
Value ($000) $45 Shares 1,500 Est. Cost $62.00 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $44 Shares 1,700 Est. Cost $22.25 Unrealized +10.1%
BRT BRT APARTMENTS CORP 0.0%
Value ($000) $43 Shares 2,000 Est. Cost $15.00 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $42 Shares 1,340 Est. Cost $48.93 Unrealized -12.7%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $42 Shares 278 Est. Cost $143.88 Unrealized
NSSC NAPCO SEC TECHNOLOGIES INC 0.0%
Value ($000) $41 Shares 2,000 Est. Cost $17.00 Unrealized +6.8%
VFC V F CORP 0.0%
Value ($000) $40 Shares 905 Est. Cost $79.91 Unrealized -37.2%
PFEB INNOVATOR ETFS TR 0.0%
Value ($000) $40 Shares 1,500 Est. Cost $29.33 Unrealized
PAUG INNOVATOR ETFS TR 0.0%
Value ($000) $40 Shares 1,415 Est. Cost $29.27 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $40 Shares 500 Est. Cost $63.42 Unrealized +9.3%
DFAR DIMENSIONAL ETF TRUST 0.0%
Value ($000) $39 Shares 1,690 Est. Cost $23.08 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $39 Shares 400 Est. Cost $91.99 Unrealized +0.3%
DFCF DIMENSIONAL ETF TRUST 0.0%
Value ($000) $38 Shares 880 Est. Cost $43.18 Unrealized
DFIP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $37 Shares 851 Est. Cost $43.48 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $36 Shares 160 Est. Cost $204.73 Unrealized +10.6%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $35 Shares 197 Est. Cost $208.61 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $35 Shares 55 Est. Cost $1405.23 Unrealized -38.0%
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $34 Shares 500 Est. Cost $82.00 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $34 Shares 1,173 Est. Cost $41.84 Unrealized -9.4%
ITOT ISHARES TR 0.0%
Value ($000) $34 Shares 406 Est. Cost $90.24 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $34 Shares 195 Est. Cost $169.23 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $34 Shares 818 Est. Cost $47.26 Unrealized
BIOMERICA INC 0.0%
Value ($000) $33 Shares 11,500 Est. Cost $4.00 Unrealized
WMT WALMART INC 0.0%
Value ($000) $33 Shares 275 Est. Cost $44.03 Unrealized 0.0%
IEFA ISHARES TR 0.0%
Value ($000) $32 Shares 543 Est. Cost $69.82 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $32 Shares 222 Est. Cost $91.54 Unrealized +55.9%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $31 Shares 500 Est. Cost $57.24 Unrealized 0.0%
MET METLIFE INC 0.0%
Value ($000) $31 Shares 500 Est. Cost $59.26 Unrealized 0.0%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $30 Shares 500 Est. Cost $127.49 Unrealized -53.9%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $29 Shares 1,130 Est. Cost $42.50 Unrealized -26.5%
HUN HUNTSMAN CORP 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $32.64 Unrealized +3.5%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $28 Shares 143 Est. Cost $209.79 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $28 Shares 355 Est. Cost $57.39 Unrealized +36.7%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $28 Shares 355 Est. Cost $87.51 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $27 Shares 375 Est. Cost $82.17 Unrealized -15.5%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $27 Shares 750 Est. Cost $50.71 Unrealized -26.5%
AAPL APPLE INC CALL August 150 0.0%
Value ($000) $27 Shares 200 Est. Cost $117.34 Unrealized +26.7%
IVZ INVESCO LTD 0.0%
Value ($000) $27 Shares 1,700 Est. Cost $12.44 Unrealized +28.4%
NUVEEN MUN VALUE FD INC 0.0%
Value ($000) $27 Shares 3,000 Est. Cost $9.00 Unrealized
PLAB PHOTRONICS INC 0.0%
Value ($000) $27 Shares 1,400 Est. Cost $10.94 Unrealized +60.2%
SEDG SOLAREDGE TECHNOLOGIES INC 0.0%
Value ($000) $27 Shares 100 Est. Cost $301.57 Unrealized -9.3%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $27 Shares 62 Est. Cost $318.96 Unrealized +24.7%
MSFT MICROSOFT CORP CALL August 270 0.0%
Value ($000) $26 Shares 100 Est. Cost $210.12 Unrealized +25.4%
AVGO BROADCOM INC 0.0%
Value ($000) $25 Shares 51 Est. Cost $43.16 Unrealized +21.4%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $24 Shares 500 Est. Cost $61.02 Unrealized -16.7%
MS MORGAN STANLEY 0.0%
Value ($000) $23 Shares 300 Est. Cost $86.05 Unrealized -15.8%
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $23 Shares 482 Est. Cost $50.46 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $23 Shares 50 Est. Cost $406.77 Unrealized +5.4%
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $23 Shares 100 Est. Cost $200.00 Unrealized
TMFG RBB FD INC 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $29.00 Unrealized
LIVENT CORP 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $19.00 Unrealized
BLACK KNIGHT INC 0.0%
Value ($000) $23 Shares 358 Est. Cost $59.67 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $22 Shares 129 Est. Cost $148.73 Unrealized +1.0%
SYNAPTOGENIX INC 0.0%
Value ($000) $21 Shares 4,000 Est. Cost $8.50 Unrealized
FREYEUR FREYR BATTERY 0.0%
Value ($000) $21 Shares 3,000 Est. Cost $10.72 Unrealized
BOCT INNOVATOR ETFS TR 0.0%
Value ($000) $21 Shares 700 Est. Cost $34.29 Unrealized
AMZN AMAZON COM INC CALL August 112.5 0.0%
Value ($000) $21 Shares 200 Est. Cost $127.04 Unrealized -1.5%
UDEC INNOVATOR ETFS TR 0.0%
Value ($000) $21 Shares 750 Est. Cost $28.43 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $20 Shares 200 Est. Cost $204.14 Unrealized -39.4%
SNY SANOFI 0.0%
Value ($000) $20 Shares 401 Est. Cost $52.37 Unrealized
BNY MELLON STRATEGIC MUNS IN 0.0%
Value ($000) $20 Shares 3,000 Est. Cost $6.67 Unrealized
REAVES UTIL INCOME FD 0.0%
Value ($000) $19 Shares 600 Est. Cost $33.33 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $19 Shares 500 Est. Cost $33.56 Unrealized 0.0%
T AT&T INC 0.0%
Value ($000) $19 Shares 895 Est. Cost $16.30 Unrealized 0.0%
IJJ ISHARES TR 0.0%
Value ($000) $19 Shares 200 Est. Cost $85.00 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $19 Shares 91 Est. Cost $230.57 Unrealized -9.4%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $19 Shares 939 Est. Cost $22.36 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $18 Shares 211 Est. Cost $312.48 Unrealized -64.2%
PATH UIPATH INC 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $49.32 Unrealized -62.1%
ABNB AIRBNB INC 0.0%
Value ($000) $18 Shares 200 Est. Cost $185.28 Unrealized -29.8%
PDEC INNOVATOR ETFS TR 0.0%
Value ($000) $18 Shares 630 Est. Cost $28.73 Unrealized
IDV ISHARES TR 0.0%
Value ($000) $18 Shares 660 Est. Cost $29.09 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $18 Shares 400 Est. Cost $33.86 Unrealized +23.8%
LITHIUM AMERS CORP NEW 0.0%
Value ($000) $18 Shares 900 Est. Cost $38.89 Unrealized
KELLOGG CO 0.0%
Value ($000) $18 Shares 250 Est. Cost $57.31 Unrealized 0.0%
LAM RESEARCH CORP 0.0%
Value ($000) $17 Shares 40 Est. Cost $550.00 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $17 Shares 158 Est. Cost $361.82 Unrealized -70.9%
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $17 Shares 1,264 Est. Cost $13.45 Unrealized
GTLS CHART INDS INC 0.0%
Value ($000) $17 Shares 100 Est. Cost $146.70 Unrealized +16.4%
TOTALENERGIES SE 0.0%
Value ($000) $17 Shares 327 Est. Cost $51.99 Unrealized
MDYG SPDR SER TR 0.0%
Value ($000) $16 Shares 270 Est. Cost $70.37 Unrealized
SHLS SHOALS TECHNOLOGIES GROUP IN 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $28.76 Unrealized -48.7%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $16 Shares 150 Est. Cost $75.68 Unrealized +26.0%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $16 Shares 400 Est. Cost $23.04 Unrealized +73.4%
DLN WISDOMTREE TR 0.0%
Value ($000) $15 Shares 260 Est. Cost $86.54 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $15 Shares 179 Est. Cost $106.15 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $15 Shares 243 Est. Cost $82.30 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $15 Shares 209 Est. Cost $76.97 Unrealized -9.3%
ADI ANALOG DEVICES INC CALL August 155 0.0%
Value ($000) $15 Shares 100 Est. Cost $164.67 Unrealized -10.3%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $15 Shares 198 Est. Cost $85.53 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $15 Shares 100 Est. Cost $164.67 Unrealized -10.3%
SPLUNK INC 0.0%
Value ($000) $14 Shares 156 Est. Cost $150.39 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $14 Shares 224 Est. Cost $66.96 Unrealized
HESS CORP 0.0%
Value ($000) $14 Shares 131 Est. Cost $106.87 Unrealized
RWK INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $14 Shares 173 Est. Cost $86.71 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $13 Shares 200 Est. Cost $61.29 Unrealized -22.4%
SYK STRYKER CORPORATION 0.0%
Value ($000) $13 Shares 67 Est. Cost $248.25 Unrealized -9.0%
TMUS T-MOBILE US INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $133.21 Unrealized -5.4%
DFAI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $13 Shares 538 Est. Cost $24.16 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $13 Shares 86 Est. Cost $167.96 Unrealized -10.1%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $13 Shares 400 Est. Cost $50.91 Unrealized -35.1%
ABBNY ABB LTD 0.0%
Value ($000) $12 Shares 459 Est. Cost $32.68 Unrealized
SAP SAP SE 0.0%
Value ($000) $12 Shares 130 Est. Cost $107.69 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $12 Shares 136 Est. Cost $102.94 Unrealized
NOVT NOVANTA INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $116.65 Unrealized +7.8%
PCRX PACIRA BIOSCIENCES INC 0.0%
Value ($000) $12 Shares 200 Est. Cost $66.66 Unrealized -1.7%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $11 Shares 175 Est. Cost $57.64 Unrealized
CDNA CAREDX INC 0.0%
Value ($000) $11 Shares 500 Est. Cost $57.94 Unrealized -52.1%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $11 Shares 200 Est. Cost $89.68 Unrealized -28.4%
CRON CRONOS GROUP INC 0.0%
Value ($000) $11 Shares 4,000 Est. Cost $6.88 Unrealized -54.7%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $11 Shares 312 Est. Cost $35.90 Unrealized +6.7%
BRLT BRILLIANT EARTH GROUP INC 0.0%
Value ($000) $10 Shares 2,000 Est. Cost $5.58 Unrealized 0.0%
SNPS SYNOPSYS INC 0.0%
Value ($000) $10 Shares 32 Est. Cost $230.63 Unrealized +30.8%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $10 Shares 300 Est. Cost $201.90 Unrealized -79.0%
DHR DANAHER CORPORATION 0.0%
Value ($000) $10 Shares 38 Est. Cost $245.73 Unrealized -7.9%
BHP BHP GROUP LTD 0.0%
Value ($000) $10 Shares 180 Est. Cost $77.78 Unrealized
INNOVATOR ETFS TR 0.0%
Value ($000) $10 Shares 424 Est. Cost $27.70 Unrealized
ALC ALCON AG 0.0%
Value ($000) $10 Shares 138 Est. Cost $71.83 Unrealized +0.5%
U UNITY SOFTWARE INC 0.0%
Value ($000) $10 Shares 280 Est. Cost $91.08 Unrealized -37.7%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $9 Shares 162 Est. Cost $61.73 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $9 Shares 166 Est. Cost $55.81 Unrealized 0.0%
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $9 Shares 752 Est. Cost $11.97 Unrealized
CNDT CONDUENT INC 0.0%
Value ($000) $9 Shares 2,000 Est. Cost $7.29 Unrealized -31.2%
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $9 Shares 761 Est. Cost $11.83 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $9 Shares 166 Est. Cost $25.33 Unrealized 0.0%
DOW DOW INC 0.0%
Value ($000) $9 Shares 166 Est. Cost $51.79 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $9 Shares 18 Est. Cost $70.26 Unrealized +26.2%
CSX CSX CORP 0.0%
Value ($000) $9 Shares 303 Est. Cost $33.49 Unrealized -7.6%
PROTERRA INC 0.0%
Value ($000) $9 Shares 2,000 Est. Cost $7.50 Unrealized
BROOKFIELD ASSET MGMT INC 0.0%
Value ($000) $9 Shares 208 Est. Cost $52.88 Unrealized
SGI TEMPUR SEALY INTL INC 0.0%
Value ($000) $9 Shares 400 Est. Cost $24.39 Unrealized +5.7%
BIOLASE INC 0.0%
Value ($000) $9 Shares 2,000 Est. Cost $4.50 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $8 Shares 75 Est. Cost $114.86 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $8 Shares 81 Est. Cost $112.18 Unrealized -7.7%
LINDE PLC 0.0%
Value ($000) $8 Shares 29 Est. Cost $310.34 Unrealized
STIP ISHARES TR 0.0%
Value ($000) $8 Shares 82 Est. Cost $107.05 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $8 Shares 500 Est. Cost $22.00 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $8 Shares 91 Est. Cost $79.66 Unrealized +12.9%
SPTS SPDR SER TR 0.0%
Value ($000) $7 Shares 239 Est. Cost $31.69 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $7 Shares 150 Est. Cost $62.50 Unrealized
GRBK GREEN BRICK PARTNERS INC 0.0%
Value ($000) $7 Shares 350 Est. Cost $23.95 Unrealized -12.4%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $7 Shares 26 Est. Cost $305.51 Unrealized -6.8%
FUSION FUEL GREEN PLC 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $14.00 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $7 Shares 283 Est. Cost $24.73 Unrealized
ZS ZSCALER INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $159.02 Unrealized +11.2%
XYZ BLOCK INC 0.0%
Value ($000) $7 Shares 114 Est. Cost $168.37 Unrealized -45.7%
ASUR ASURE SOFTWARE INC 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $7.62 Unrealized -21.9%
ZTS ZOETIS INC 0.0%
Value ($000) $6 Shares 32 Est. Cost $193.72 Unrealized -13.9%
ACWV ISHARES INC 0.0%
Value ($000) $6 Shares 61 Est. Cost $98.36 Unrealized
TPICQ TPI COMPOSITES INC 0.0%
Value ($000) $6 Shares 500 Est. Cost $39.98 Unrealized -67.2%
APPN APPIAN CORP 0.0%
Value ($000) $6 Shares 132 Est. Cost $111.98 Unrealized -55.1%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 284 Est. Cost $35.96 Unrealized -26.2%
FRCB FIRST REP BK SAN FRANCISCO C 0.0%
Value ($000) $6 Shares 43 Est. Cost $194.69 Unrealized -23.5%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $86.57 Unrealized -30.0%
IR INGERSOLL RAND INC 0.0%
Value ($000) $6 Shares 151 Est. Cost $50.64 Unrealized -10.5%
HEI HEICO CORP NEW 0.0%
Value ($000) $5 Shares 40 Est. Cost $131.69 Unrealized +7.0%
TJX TJX COS INC NEW 0.0%
Value ($000) $5 Shares 88 Est. Cost $65.45 Unrealized -12.3%
MNDY MONDAY COM LTD 0.0%
Value ($000) $5 Shares 50 Est. Cost $187.91 Unrealized -35.4%
CDK GLOBAL INC 0.0%
Value ($000) $5 Shares 83 Est. Cost $60.24 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $5 Shares 61 Est. Cost $131.15 Unrealized
EPR EPR PPTYS 0.0%
Value ($000) $5 Shares 100 Est. Cost $30.00 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $5 Shares 64 Est. Cost $84.21 Unrealized +14.2%
BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $5 Shares 150 Est. Cost $57.78 Unrealized
JLL JONES LANG LASALLE INC 0.0%
Value ($000) $5 Shares 31 Est. Cost $228.30 Unrealized -12.7%
POOL POOL CORP 0.0%
Value ($000) $5 Shares 14 Est. Cost $449.11 Unrealized -15.9%
PETIQ INC 0.0%
Value ($000) $5 Shares 300 Est. Cost $40.00 Unrealized
RBLX ROBLOX CORP 0.0%
Value ($000) $5 Shares 140 Est. Cost $82.10 Unrealized -59.1%
BP BP PLC 0.0%
Value ($000) $5 Shares 194 Est. Cost $30.93 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $4 Shares 199 Est. Cost $17.59 Unrealized 0.0%
REDFIN CORP 0.0%
Value ($000) $4 Shares 450 Est. Cost $61.17 Unrealized
MGNI MAGNITE INC 0.0%
Value ($000) $4 Shares 500 Est. Cost $15.13 Unrealized -29.2%
BAND BANDWIDTH INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $116.42 Unrealized -80.2%
AOS SMITH A O CORP 0.0%
Value ($000) $4 Shares 80 Est. Cost $64.56 Unrealized -13.0%
FTC SOLAR INC 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $8.00 Unrealized
MTN VAIL RESORTS INC 0.0%
Value ($000) $4 Shares 17 Est. Cost $308.42 Unrealized -20.7%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $4 Shares 22 Est. Cost $35.98 Unrealized +5.9%
GH GUARDANT HEALTH INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $115.06 Unrealized -56.9%
SPTM SPDR SER TR 0.0%
Value ($000) $4 Shares 78 Est. Cost $51.28 Unrealized
MIDD MIDDLEBY CORP 0.0%
Value ($000) $4 Shares 30 Est. Cost $120.71 Unrealized +19.6%
AMBA AMBARELLA INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $70.02 Unrealized +15.1%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $3 Shares 50 Est. Cost $58.77 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $3 Shares 100 Est. Cost $29.04 Unrealized +1.6%
BALL BALL CORP 0.0%
Value ($000) $3 Shares 39 Est. Cost $83.70 Unrealized -13.9%
SERES THERAPEUTICS INC 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $25.00 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $3 Shares 216 Est. Cost $18.55 Unrealized 0.0%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $3 Shares 11 Est. Cost $557.27 Unrealized -37.5%
PARTY CITY HOLDCO INC 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $6.00 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $3 Shares 50 Est. Cost $52.64 Unrealized +9.1%
TER TERADYNE INC 0.0%
Value ($000) $3 Shares 36 Est. Cost $119.31 Unrealized -14.2%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $3 Shares 10 Est. Cost $355.26 Unrealized
BFAM BRIGHT HORIZONS FAM SOL IN D 0.0%
Value ($000) $3 Shares 38 Est. Cost $146.80 Unrealized -32.3%
BB BLACKBERRY LTD 0.0%
Value ($000) $2 Shares 455 Est. Cost $5.92 Unrealized +0.3%
AZEK CO INC 0.0%
Value ($000) $2 Shares 138 Est. Cost $36.23 Unrealized
RCEL AVITA MEDICAL INC 0.0%
Value ($000) $2 Shares 425 Est. Cost $21.93 Unrealized -71.8%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $2 Shares 45 Est. Cost $48.26 Unrealized 0.0%
DOMA HOLDINGS INC 0.0%
Value ($000) $2 Shares 1,500 Est. Cost $2.00 Unrealized
MTCH MATCH GROUP INC NEW 0.0%
Value ($000) $2 Shares 29 Est. Cost $148.76 Unrealized -46.7%
INVITAE CORP 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $31.50 Unrealized
TBJL INNOVATOR ETFS TR 0.0%
Value ($000) $2 Shares 94 Est. Cost $23.67 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $2 Shares 560 Est. Cost $3.80 Unrealized +6.5%
SLYG SPDR SER TR 0.0%
Value ($000) $2 Shares 24 Est. Cost $83.33 Unrealized
INNOVATOR ETFS TR 0.0%
Value ($000) $2 Shares 90 Est. Cost $30.59 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $195.40 Unrealized -51.3%
JEF JEFFERIES FINL GROUP INC 0.0%
Value ($000) $1 Shares 39 Est. Cost $26.29 Unrealized 0.0%
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 38 Est. Cost $32.77 Unrealized +15.1%
CCL CARNIVAL CORP 0.0%
Value ($000) $1 Shares 60 Est. Cost $17.78 Unrealized -17.5%
DJT DIGITAL WORLD ACQUISITION CO 0.0%
Value ($000) $1 Shares 33 Est. Cost $45.24 Unrealized -7.7%
VTRS VIATRIS INC 0.0%
Value ($000) $1 Shares 124 Est. Cost $9.29 Unrealized 0.0%
BELLICUM PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 500 Est. Cost $4.00 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $11.64 Unrealized 0.0%
LUCID GROUP INC 0.0%
Value ($000) $1 Shares 45 Est. Cost $22.22 Unrealized
SURGALIGN HOLDINGS INC 0.0%
Value ($000) $1 Shares 399 Est. Cost $2.51 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $1 Shares 14 Est. Cost $235.73 Unrealized -52.2%
ZIMVIE INC 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $110.17 Unrealized +44.8%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $0 Shares 10 Est. Cost $68.51 Unrealized -10.8%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $0 Shares 10 Est. Cost $35.38 Unrealized +4.8%
EFSC ENTERPRISE FINL SVCS CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $40.72 Unrealized +0.7%