Orion Capital Management LLC Diversified Active

CIK: 0001846758 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 23, 2023

Total Value ($000): $136,416 (100.0% shares, 0.0% debt)

Holdings (393)

IVV ISHARES TR 6.9%
Value ($000) $9,347 Shares 24,327 Est. Cost $389.93 Unrealized
AAPL APPLE INC 6.4%
Value ($000) $8,781 Shares 67,582 Est. Cost $117.34 Unrealized +19.9%
VIG VANGUARD SPECIALIZED FUNDS 5.3%
Value ($000) $7,292 Shares 48,019 Est. Cost $146.19 Unrealized
IJH ISHARES TR 3.1%
Value ($000) $4,269 Shares 17,650 Est. Cost $239.41 Unrealized
DFAC DIMENSIONAL ETF TRUST 2.9%
Value ($000) $3,998 Shares 164,678 Est. Cost $25.87 Unrealized
VYM VANGUARD WHITEHALL FDS 2.8%
Value ($000) $3,811 Shares 35,219 Est. Cost $94.26 Unrealized
DSTL ETF SER SOLUTIONS 2.7%
Value ($000) $3,628 Shares 88,927 Est. Cost $40.00 Unrealized
MSFT MICROSOFT CORP 2.6%
Value ($000) $3,533 Shares 14,732 Est. Cost $211.41 Unrealized +10.7%
RSP INVESCO EXCHANGE TRADED FD T 2.6%
Value ($000) $3,513 Shares 24,870 Est. Cost $128.10 Unrealized
ISRG INTUITIVE SURGICAL INC 2.5%
Value ($000) $3,413 Shares 12,863 Est. Cost $312.06 Unrealized -21.9%
VNQ VANGUARD INDEX FDS 2.3%
Value ($000) $3,086 Shares 37,415 Est. Cost $92.59 Unrealized
ORLY OREILLY AUTOMOTIVE INC 2.1%
Value ($000) $2,923 Shares 3,463 Est. Cost $30.19 Unrealized +78.1%
SCHD SCHWAB STRATEGIC TR 2.1%
Value ($000) $2,887 Shares 38,224 Est. Cost $70.04 Unrealized
AMZN AMAZON COM INC 2.1%
Value ($000) $2,863 Shares 34,080 Est. Cost $127.04 Unrealized -22.2%
IJR ISHARES TR 2.0%
Value ($000) $2,684 Shares 28,358 Est. Cost $97.00 Unrealized
GOOG ALPHABET INC 1.9%
Value ($000) $2,536 Shares 28,584 Est. Cost $109.49 Unrealized -13.5%
AMN AMN HEALTHCARE SVCS INC 1.3%
Value ($000) $1,823 Shares 17,730 Est. Cost $65.19 Unrealized +76.7%
VEEV VEEVA SYS INC 1.2%
Value ($000) $1,644 Shares 10,190 Est. Cost $280.15 Unrealized -39.0%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $1,594 Shares 9,024 Est. Cost $132.46 Unrealized +18.6%
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $1,548 Shares 11,547 Est. Cost $104.44 Unrealized +12.6%
QCOM QUALCOMM INC 1.1%
Value ($000) $1,445 Shares 13,140 Est. Cost $132.68 Unrealized -18.0%
V VISA INC 1.0%
Value ($000) $1,388 Shares 6,680 Est. Cost $197.91 Unrealized -0.5%
ADBE ADOBE SYSTEMS INCORPORATED 1.0%
Value ($000) $1,360 Shares 4,042 Est. Cost $483.07 Unrealized -33.8%
PAUG INNOVATOR ETFS TR 0.9%
Value ($000) $1,276 Shares 44,995 Est. Cost $27.05 Unrealized
TTD THE TRADE DESK INC 0.9%
Value ($000) $1,189 Shares 26,530 Est. Cost $65.08 Unrealized -22.1%
BAC BANK AMERICA CORP 0.9%
Value ($000) $1,176 Shares 35,514 Est. Cost $26.24 Unrealized +20.9%
COST COSTCO WHSL CORP NEW 0.8%
Value ($000) $1,134 Shares 2,484 Est. Cost $349.98 Unrealized +33.9%
GOOGL ALPHABET INC 0.8%
Value ($000) $1,131 Shares 12,820 Est. Cost $108.83 Unrealized -13.3%
USMV ISHARES TR 0.8%
Value ($000) $1,115 Shares 15,470 Est. Cost $68.35 Unrealized
PJAN INNOVATOR ETFS TR 0.8%
Value ($000) $1,108 Shares 35,174 Est. Cost $32.05 Unrealized
BJAN INNOVATOR ETFS TR 0.7%
Value ($000) $1,009 Shares 30,535 Est. Cost $35.31 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.7%
Value ($000) $952 Shares 4,005 Est. Cost $133.53 Unrealized +59.7%
BLACKROCK INC 0.7%
Value ($000) $931 Shares 1,314 Est. Cost $709.30 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.7%
Value ($000) $909 Shares 42,083 Est. Cost $20.90 Unrealized
EDAP EDAP TMS S A 0.7%
Value ($000) $902 Shares 84,603 Est. Cost $5.78 Unrealized
MRK MERCK & CO INC 0.6%
Value ($000) $885 Shares 7,978 Est. Cost $70.75 Unrealized +31.2%
FTNT FORTINET INC 0.6%
Value ($000) $864 Shares 17,675 Est. Cost $50.64 Unrealized +2.9%
POCT INNOVATOR ETFS TR 0.6%
Value ($000) $864 Shares 28,722 Est. Cost $29.39 Unrealized
RMD RESMED INC 0.6%
Value ($000) $841 Shares 4,040 Est. Cost $190.91 Unrealized +11.8%
HORIZON THERAPEUTICS PUB L 0.6%
Value ($000) $825 Shares 7,250 Est. Cost $74.16 Unrealized
MTUM ISHARES TR 0.6%
Value ($000) $818 Shares 5,603 Est. Cost $162.26 Unrealized
DAR DARLING INGREDIENTS INC 0.6%
Value ($000) $811 Shares 12,960 Est. Cost $70.61 Unrealized -0.1%
ABBV ABBVIE INC 0.6%
Value ($000) $811 Shares 5,018 Est. Cost $87.06 Unrealized +57.6%
PNOV INNOVATOR ETFS TR 0.6%
Value ($000) $798 Shares 26,428 Est. Cost $30.33 Unrealized
INMD INMODE LTD 0.6%
Value ($000) $796 Shares 22,285 Est. Cost $47.13 Unrealized -26.2%
CRM SALESFORCE INC 0.5%
Value ($000) $734 Shares 5,539 Est. Cost $240.26 Unrealized -40.0%
CVS CVS HEALTH CORP 0.5%
Value ($000) $732 Shares 7,853 Est. Cost $58.11 Unrealized +47.9%
PDEC INNOVATOR ETFS TR 0.5%
Value ($000) $661 Shares 22,120 Est. Cost $29.89 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $655 Shares 12,780 Est. Cost $36.42 Unrealized +10.4%
DFSD DIMENSIONAL ETF TRUST 0.4%
Value ($000) $571 Shares 12,387 Est. Cost $46.19 Unrealized
MDT MEDTRONIC PLC 0.4%
Value ($000) $547 Shares 7,040 Est. Cost $95.44 Unrealized -23.0%
PEP PEPSICO INC 0.4%
Value ($000) $540 Shares 2,991 Est. Cost $124.73 Unrealized +29.0%
PJUL INNOVATOR ETFS TR 0.4%
Value ($000) $528 Shares 17,500 Est. Cost $29.00 Unrealized
TMUS T-MOBILE US INC 0.4%
Value ($000) $507 Shares 3,620 Est. Cost $138.48 Unrealized +0.2%
LLY LILLY ELI & CO 0.4%
Value ($000) $488 Shares 1,334 Est. Cost $258.43 Unrealized +33.8%
HD HOME DEPOT INC 0.4%
Value ($000) $478 Shares 1,513 Est. Cost $242.47 Unrealized +16.0%
NKE NIKE INC 0.3%
Value ($000) $471 Shares 4,025 Est. Cost $129.37 Unrealized -26.3%
NFLX NETFLIX INC 0.3%
Value ($000) $458 Shares 1,554 Est. Cost $37.37 Unrealized -25.0%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $457 Shares 6,414 Est. Cost $204.30 Unrealized -60.9%
BMAY INNOVATOR ETFS TR 0.3%
Value ($000) $456 Shares 15,705 Est. Cost $30.87 Unrealized
C CITIGROUP INC 0.3%
Value ($000) $455 Shares 10,060 Est. Cost $44.35 Unrealized -8.5%
PJUN INNOVATOR ETFS TR 0.3%
Value ($000) $448 Shares 15,070 Est. Cost $29.48 Unrealized
ETN EATON CORP PLC 0.3%
Value ($000) $448 Shares 2,853 Est. Cost $132.74 Unrealized +10.7%
DVY ISHARES TR 0.3%
Value ($000) $432 Shares 3,585 Est. Cost $96.09 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $429 Shares 1,235 Est. Cost $325.21 Unrealized -0.6%
BMAR INNOVATOR ETFS TR 0.3%
Value ($000) $418 Shares 12,974 Est. Cost $31.38 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $406 Shares 10,292 Est. Cost $40.97 Unrealized -24.9%
BE BLOOM ENERGY CORP 0.3%
Value ($000) $405 Shares 21,200 Est. Cost $21.41 Unrealized -8.3%
UJAN INNOVATOR ETFS TR 0.3%
Value ($000) $394 Shares 13,265 Est. Cost $30.22 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $373 Shares 1,741 Est. Cost $163.48 Unrealized +9.3%
NV5 GLOBAL INC 0.3%
Value ($000) $370 Shares 2,800 Est. Cost $78.87 Unrealized
SPMD SPDR SER TR 0.3%
Value ($000) $370 Shares 8,713 Est. Cost $44.92 Unrealized
BFEB INNOVATOR ETFS TR 0.3%
Value ($000) $356 Shares 11,900 Est. Cost $30.38 Unrealized
AX AXOS FINANCIAL INC 0.3%
Value ($000) $355 Shares 9,300 Est. Cost $31.61 Unrealized +20.6%
IAU ISHARES GOLD TR 0.3%
Value ($000) $346 Shares 10,000 Est. Cost $33.40 Unrealized
PAPR INNOVATOR ETFS TR 0.2%
Value ($000) $338 Shares 12,050 Est. Cost $27.18 Unrealized
PMAY INNOVATOR ETFS TR 0.2%
Value ($000) $330 Shares 11,765 Est. Cost $27.82 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $328 Shares 740 Est. Cost $420.27 Unrealized
DFAU DIMENSIONAL ETF TRUST 0.2%
Value ($000) $313 Shares 11,597 Est. Cost $26.50 Unrealized
PSEP INNOVATOR ETFS TR 0.2%
Value ($000) $312 Shares 10,670 Est. Cost $28.70 Unrealized
DFCF DIMENSIONAL ETF TRUST 0.2%
Value ($000) $305 Shares 7,337 Est. Cost $41.52 Unrealized
WELL WELLTOWER INC 0.2%
Value ($000) $301 Shares 4,590 Est. Cost $52.89 Unrealized +12.7%
DFIP DIMENSIONAL ETF TRUST 0.2%
Value ($000) $299 Shares 7,274 Est. Cost $41.28 Unrealized
PMAR INNOVATOR ETFS TR 0.2%
Value ($000) $298 Shares 9,689 Est. Cost $29.62 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $294 Shares 4,542 Est. Cost $112.70 Unrealized -41.4%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $286 Shares 1,956 Est. Cost $18.47 Unrealized -20.7%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $264 Shares 1,744 Est. Cost $134.93 Unrealized -3.8%
ACTIVISION BLIZZARD INC 0.2%
Value ($000) $263 Shares 3,435 Est. Cost $77.68 Unrealized
DFAR DIMENSIONAL ETF TRUST 0.2%
Value ($000) $260 Shares 12,294 Est. Cost $21.30 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $260 Shares 3,110 Est. Cost $73.66 Unrealized +0.2%
CWB SPDR SER TR 0.2%
Value ($000) $257 Shares 4,000 Est. Cost $66.12 Unrealized
AL AIR LEASE CORP 0.2%
Value ($000) $256 Shares 6,660 Est. Cost $32.72 Unrealized +3.7%
BIP BROOKFIELD INFRAST PARTNERS 0.2%
Value ($000) $256 Shares 8,250 Est. Cost $45.61 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $250 Shares 454 Est. Cost $482.37 Unrealized +8.8%
VHT VANGUARD WORLD FDS 0.2%
Value ($000) $248 Shares 1,000 Est. Cost $230.30 Unrealized
ARCC ARES CAPITAL CORP 0.2%
Value ($000) $248 Shares 13,410 Est. Cost $13.83 Unrealized +0.1%
BJUN INNOVATOR ETFS TR 0.2%
Value ($000) $244 Shares 8,000 Est. Cost $32.64 Unrealized
INNOVATOR ETFS TR 0.2%
Value ($000) $241 Shares 8,713 Est. Cost $29.04 Unrealized
EXTR EXTREME NETWORKS 0.2%
Value ($000) $238 Shares 13,001 Est. Cost $5.37 Unrealized +226.2%
ARISTA NETWORKS INC 0.2%
Value ($000) $232 Shares 1,912 Est. Cost $180.30 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $232 Shares 750 Est. Cost $259.03 Unrealized +14.7%
ARRY ARRAY TECHNOLOGIES INC 0.2%
Value ($000) $231 Shares 11,930 Est. Cost $31.78 Unrealized -40.2%
IWF ISHARES TR 0.2%
Value ($000) $229 Shares 1,069 Est. Cost $230.83 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $215 Shares 406 Est. Cost $389.90 Unrealized +28.3%
OHI OMEGA HEALTHCARE INVS INC 0.2%
Value ($000) $213 Shares 7,630 Est. Cost $32.80 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $208 Shares 869 Est. Cost $182.19 Unrealized +13.4%
DE DEERE & CO 0.2%
Value ($000) $206 Shares 480 Est. Cost $338.58 Unrealized +14.8%
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $203 Shares 4,051 Est. Cost $50.66 Unrealized
BJUL INNOVATOR ETFS TR 0.1%
Value ($000) $201 Shares 6,500 Est. Cost $31.42 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $195 Shares 740 Est. Cost $213.01 Unrealized +15.1%
IWD ISHARES TR 0.1%
Value ($000) $191 Shares 1,258 Est. Cost $151.65 Unrealized
PINS PINTEREST INC 0.1%
Value ($000) $189 Shares 7,800 Est. Cost $50.06 Unrealized -52.3%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $189 Shares 1,339 Est. Cost $116.47 Unrealized +5.6%
AMGN AMGEN INC 0.1%
Value ($000) $184 Shares 702 Est. Cost $203.36 Unrealized +19.4%
GLD SPDR GOLD TR 0.1%
Value ($000) $183 Shares 1,080 Est. Cost $178.19 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $179 Shares 1,626 Est. Cost $100.78 Unrealized -3.1%
ARLO ARLO TECHNOLOGIES INC 0.1%
Value ($000) $178 Shares 50,660 Est. Cost $6.41 Unrealized -35.8%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $176 Shares 2,450 Est. Cost $55.80 Unrealized +16.9%
QUAL ISHARES TR 0.1%
Value ($000) $175 Shares 1,539 Est. Cost $129.35 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $175 Shares 2,000 Est. Cost $73.75 Unrealized
BSEP INNOVATOR ETFS TR 0.1%
Value ($000) $172 Shares 5,661 Est. Cost $31.44 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $171 Shares 1,300 Est. Cost $116.15 Unrealized
BDEC INNOVATOR ETFS TR 0.1%
Value ($000) $169 Shares 5,300 Est. Cost $32.81 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $167 Shares 487 Est. Cost $287.27 Unrealized +11.9%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $166 Shares 867 Est. Cost $196.72 Unrealized
BAPR INNOVATOR ETFS TR 0.1%
Value ($000) $159 Shares 5,124 Est. Cost $31.02 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $150 Shares 23,293 Est. Cost $21.69 Unrealized -65.0%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $149 Shares 1,058 Est. Cost $140.52 Unrealized
VCR VANGUARD WORLD FDS 0.1%
Value ($000) $146 Shares 667 Est. Cost $274.97 Unrealized
SPSB SPDR SER TR 0.1%
Value ($000) $143 Shares 4,879 Est. Cost $31.40 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $141 Shares 402 Est. Cost $362.58 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $134 Shares 350 Est. Cost $390.07 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $133 Shares 899 Est. Cost $126.45 Unrealized +12.6%
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $131 Shares 1,500 Est. Cost $111.79 Unrealized -16.1%
TGT TARGET CORP 0.1%
Value ($000) $128 Shares 859 Est. Cost $144.15 Unrealized -2.2%
SPYM SPDR SER TR 0.1%
Value ($000) $126 Shares 2,811 Est. Cost $45.17 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $120 Shares 3,500 Est. Cost $38.94 Unrealized
BNOV INNOVATOR ETFS TR 0.1%
Value ($000) $119 Shares 4,000 Est. Cost $32.95 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $118 Shares 1,500 Est. Cost $71.82 Unrealized -2.9%
UNF UNIFIRST CORP MASS 0.1%
Value ($000) $117 Shares 607 Est. Cost $179.60 Unrealized -0.5%
CSCO CISCO SYS INC 0.1%
Value ($000) $117 Shares 2,446 Est. Cost $43.98 Unrealized -5.7%
KO COCA COLA CO 0.1%
Value ($000) $115 Shares 1,812 Est. Cost $56.45 Unrealized -2.7%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $115 Shares 3,287 Est. Cost $36.84 Unrealized -18.4%
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $114 Shares 3,847 Est. Cost $34.31 Unrealized
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $112 Shares 1,860 Est. Cost $42.44 Unrealized +10.8%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $111 Shares 1,099 Est. Cost $79.71 Unrealized +10.0%
DFAI DIMENSIONAL ETF TRUST 0.1%
Value ($000) $109 Shares 4,361 Est. Cost $24.05 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $108 Shares 1,247 Est. Cost $140.05 Unrealized -33.3%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $107 Shares 53 Est. Cost $1898.79 Unrealized -1.6%
IEMG ISHARES INC 0.1%
Value ($000) $103 Shares 2,210 Est. Cost $46.70 Unrealized
ILMN ILLUMINA INC 0.1%
Value ($000) $101 Shares 500 Est. Cost $318.77 Unrealized -35.0%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $94 Shares 217 Est. Cost $395.74 Unrealized +2.1%
BROOKFIELD RENEWABLE CORP 0.1%
Value ($000) $94 Shares 3,400 Est. Cost $27.54 Unrealized
XBOC INNOVATOR ETFS TR 0.1%
Value ($000) $93 Shares 4,000 Est. Cost $23.21 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $92 Shares 2,761 Est. Cost $31.54 Unrealized
IRM IRON MTN INC DEL 0.1%
Value ($000) $90 Shares 1,800 Est. Cost $22.13 Unrealized +103.3%
AVXL ANAVEX LIFE SCIENCES CORP 0.1%
Value ($000) $88 Shares 9,500 Est. Cost $5.55 Unrealized +92.5%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $86 Shares 177 Est. Cost $359.12 Unrealized +18.8%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $85 Shares 770 Est. Cost $86.59 Unrealized +11.2%
UPST UPSTART HLDGS INC 0.1%
Value ($000) $85 Shares 6,410 Est. Cost $151.57 Unrealized -87.3%
SPDR SER TR 0.1%
Value ($000) $84 Shares 1,025 Est. Cost $80.00 Unrealized
BEP BROOKFIELD RENEWABLE PARTNER 0.1%
Value ($000) $84 Shares 3,300 Est. Cost $42.08 Unrealized
IPGP IPG PHOTONICS CORP 0.1%
Value ($000) $83 Shares 880 Est. Cost $200.31 Unrealized -55.2%
TRMB TRIMBLE INC 0.1%
Value ($000) $81 Shares 1,600 Est. Cost $57.40 Unrealized -3.0%
SBUX STARBUCKS CORP 0.1%
Value ($000) $80 Shares 808 Est. Cost $86.51 Unrealized +1.2%
SRE SEMPRA 0.1%
Value ($000) $78 Shares 506 Est. Cost $54.48 Unrealized +28.2%
SLV ISHARES SILVER TR 0.1%
Value ($000) $76 Shares 3,462 Est. Cost $24.55 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $76 Shares 136 Est. Cost $46.24 Unrealized +3.0%
USRT ISHARES TR 0.1%
Value ($000) $74 Shares 1,500 Est. Cost $49.00 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $74 Shares 276 Est. Cost $277.61 Unrealized -4.9%
IJS ISHARES TR 0.1%
Value ($000) $73 Shares 804 Est. Cost $80.85 Unrealized
DEO DIAGEO PLC 0.1%
Value ($000) $71 Shares 400 Est. Cost $160.00 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $68 Shares 2,239 Est. Cost $33.08 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $67 Shares 210 Est. Cost $366.63 Unrealized -10.3%
TSLA TESLA INC 0.0%
Value ($000) $67 Shares 540 Est. Cost $254.49 Unrealized -25.6%
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $66 Shares 5,000 Est. Cost $13.62 Unrealized -0.2%
APPLE INC CALL January 150 0.0%
Value ($000) $65 Shares 500 Est. Cost Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $64 Shares 700 Est. Cost $94.48 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $63 Shares 2,400 Est. Cost $42.48 Unrealized -37.3%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $63 Shares 300 Est. Cost $449.62 Unrealized -55.5%
FTCHQ FARFETCH LTD 0.0%
Value ($000) $63 Shares 13,270 Est. Cost $31.56 Unrealized -77.9%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $62 Shares 2,932 Est. Cost $21.70 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $61 Shares 1,000 Est. Cost $65.88 Unrealized -18.6%
ARISTA NETWORKS INC CALL January 140 0.0%
Value ($000) $61 Shares 500 Est. Cost Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $60 Shares 250 Est. Cost $202.51 Unrealized +13.1%
ASML ASML HOLDING N V 0.0%
Value ($000) $60 Shares 109 Est. Cost $656.93 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $59 Shares 5,100 Est. Cost $11.26 Unrealized -10.6%
HSY HERSHEY CO 0.0%
Value ($000) $58 Shares 250 Est. Cost $198.68 Unrealized +6.8%
XBAP INNOVATOR ETFS TR 0.0%
Value ($000) $57 Shares 2,265 Est. Cost $27.81 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $57 Shares 112 Est. Cost $455.29 Unrealized +6.4%
CSX CSX CORP 0.0%
Value ($000) $57 Shares 1,830 Est. Cost $30.24 Unrealized -5.0%
BAX BAXTER INTL INC 0.0%
Value ($000) $56 Shares 1,100 Est. Cost $71.03 Unrealized -30.1%
CMI CUMMINS INC 0.0%
Value ($000) $55 Shares 228 Est. Cost $196.18 Unrealized +12.5%
MCK MCKESSON CORP 0.0%
Value ($000) $54 Shares 144 Est. Cost $341.28 Unrealized +7.6%
DFAE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $54 Shares 2,441 Est. Cost $21.71 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $53 Shares 283 Est. Cost $171.86 Unrealized +5.7%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $53 Shares 215 Est. Cost $210.86 Unrealized +8.5%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $53 Shares 295 Est. Cost $106.81 Unrealized +43.5%
AON AON PLC 0.0%
Value ($000) $53 Shares 176 Est. Cost $275.86 Unrealized +3.6%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $52 Shares 238 Est. Cost $181.67 Unrealized +8.7%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $50 Shares 718 Est. Cost $60.65 Unrealized +5.3%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $50 Shares 489 Est. Cost $103.08 Unrealized -7.3%
MDXG MIMEDX GROUP INC 0.0%
Value ($000) $50 Shares 17,900 Est. Cost $8.35 Unrealized -64.2%
PLD PROLOGIS INC. 0.0%
Value ($000) $49 Shares 437 Est. Cost $115.42 Unrealized -13.2%
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value ($000) $49 Shares 1,000 Est. Cost $142.37 Unrealized -69.5%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $49 Shares 296 Est. Cost $152.94 Unrealized -3.4%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $47 Shares 55 Est. Cost $1405.23 Unrealized -36.6%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $46 Shares 1,227 Est. Cost $39.29 Unrealized -18.9%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $45 Shares 1,173 Est. Cost $41.84 Unrealized -20.0%
O REALTY INCOME CORP 0.0%
Value ($000) $44 Shares 700 Est. Cost $45.59 Unrealized +14.6%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $44 Shares 278 Est. Cost $143.88 Unrealized
GLW CORNING INC 0.0%
Value ($000) $44 Shares 1,382 Est. Cost $30.75 Unrealized -3.3%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $43 Shares 1,700 Est. Cost $22.25 Unrealized -9.6%
PFEB INNOVATOR ETFS TR 0.0%
Value ($000) $43 Shares 1,500 Est. Cost $29.33 Unrealized
ALTERYX INC 0.0%
Value ($000) $43 Shares 840 Est. Cost $112.06 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $42 Shares 1,220 Est. Cost $48.93 Unrealized -30.2%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $39 Shares 160 Est. Cost $204.73 Unrealized +7.7%
BRT BRT APARTMENTS CORP 0.0%
Value ($000) $39 Shares 2,000 Est. Cost $15.00 Unrealized
WMT WALMART INC 0.0%
Value ($000) $39 Shares 275 Est. Cost $44.03 Unrealized +3.7%
BRLT BRILLIANT EARTH GROUP INC 0.0%
Value ($000) $39 Shares 9,000 Est. Cost $5.43 Unrealized -1.9%
BIOMERICA INC 0.0%
Value ($000) $39 Shares 11,500 Est. Cost $4.00 Unrealized
IPO RENAISSANCE CAP GREENWICH FD 0.0%
Value ($000) $37 Shares 1,500 Est. Cost $62.00 Unrealized
MET METLIFE INC 0.0%
Value ($000) $36 Shares 500 Est. Cost $59.26 Unrealized +9.9%
EDIT EDITAS MEDICINE INC 0.0%
Value ($000) $36 Shares 4,050 Est. Cost $34.42 Unrealized -68.1%
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $36 Shares 300 Est. Cost $91.99 Unrealized +27.3%
TSN TYSON FOODS INC 0.0%
Value ($000) $36 Shares 573 Est. Cost $70.42 Unrealized -17.2%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $35 Shares 850 Est. Cost $32.11 Unrealized +27.1%
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $35 Shares 500 Est. Cost $82.00 Unrealized
ITOT ISHARES TR 0.0%
Value ($000) $34 Shares 406 Est. Cost $90.24 Unrealized
ADOBE INC CALL January 350 0.0%
Value ($000) $34 Shares 100 Est. Cost Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $33 Shares 500 Est. Cost $57.24 Unrealized +1.3%
OEF ISHARES TR 0.0%
Value ($000) $33 Shares 195 Est. Cost $169.23 Unrealized
BANK OF AMERICA CORPORATION CALL January 20 0.0%
Value ($000) $33 Shares 1,000 Est. Cost Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $33 Shares 355 Est. Cost $57.39 Unrealized +45.7%
AVUV AMERICAN CENTY ETF TR 0.0%
Value ($000) $32 Shares 430 Est. Cost $74.51 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $32 Shares 500 Est. Cost $61.02 Unrealized -7.8%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $32 Shares 300 Est. Cost $225.21 Unrealized -39.2%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $31 Shares 750 Est. Cost $47.43 Unrealized -18.0%
IVZ INVESCO LTD 0.0%
Value ($000) $31 Shares 1,700 Est. Cost $12.44 Unrealized +18.7%
HESS CORP 0.0%
Value ($000) $30 Shares 214 Est. Cost $120.42 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $29 Shares 375 Est. Cost $82.17 Unrealized -14.6%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $29 Shares 143 Est. Cost $209.79 Unrealized
HUN HUNTSMAN CORP 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $32.64 Unrealized -16.7%
NSSC NAPCO SEC TECHNOLOGIES INC 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $17.00 Unrealized +53.2%
COP CONOCOPHILLIPS 0.0%
Value ($000) $27 Shares 227 Est. Cost $97.48 Unrealized +12.2%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $26 Shares 415 Est. Cost $64.70 Unrealized 0.0%
FREYEUR FREYR BATTERY 0.0%
Value ($000) $26 Shares 3,000 Est. Cost $10.72 Unrealized
ATLANTICA SUSTAINABLE INFR P 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $26.00 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $26 Shares 50 Est. Cost $406.77 Unrealized +24.9%
LOW LOWES COS INC 0.0%
Value ($000) $25 Shares 126 Est. Cost $179.86 Unrealized +4.6%
VFC V F CORP 0.0%
Value ($000) $25 Shares 905 Est. Cost $79.91 Unrealized -63.2%
SHLS SHOALS TECHNOLOGIES GROUP IN 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $28.76 Unrealized -16.0%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $25 Shares 1,330 Est. Cost $40.54 Unrealized -27.4%
MICROSOFT CORP CALL January 260 0.0%
Value ($000) $24 Shares 100 Est. Cost Unrealized
PLAB PHOTRONICS INC 0.0%
Value ($000) $24 Shares 1,400 Est. Cost $10.94 Unrealized +55.8%
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $24 Shares 100 Est. Cost $200.00 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $23 Shares 5,000 Est. Cost $4.96 Unrealized 0.0%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $22 Shares 2,000 Est. Cost $14.50 Unrealized
BLACK KNIGHT INC 0.0%
Value ($000) $22 Shares 358 Est. Cost $59.67 Unrealized
UNIVERSAL DISPLAY CORP CALL January 125 0.0%
Value ($000) $22 Shares 200 Est. Cost Unrealized
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $22 Shares 200 Est. Cost $204.14 Unrealized -50.3%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $21 Shares 154 Est. Cost $80.59 Unrealized -0.4%
DHR DANAHER CORPORATION 0.0%
Value ($000) $21 Shares 80 Est. Cost $236.49 Unrealized -3.5%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $20 Shares 500 Est. Cost $33.56 Unrealized -3.1%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $20 Shares 500 Est. Cost $127.49 Unrealized -58.4%
IJJ ISHARES TR 0.0%
Value ($000) $20 Shares 200 Est. Cost $85.00 Unrealized
LIVENT CORP 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $19.00 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $19 Shares 258 Est. Cost $81.60 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $19 Shares 400 Est. Cost $50.91 Unrealized -20.4%
SPLUNK INC 0.0%
Value ($000) $19 Shares 223 Est. Cost $131.07 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $19 Shares 937 Est. Cost $22.38 Unrealized
BLOOM ENERGY CORPORATION CALL January 24 0.0%
Value ($000) $19 Shares 1,000 Est. Cost Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $19 Shares 939 Est. Cost $22.36 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $19 Shares 91 Est. Cost $230.57 Unrealized -17.5%
AMYRIS INC 0.0%
Value ($000) $19 Shares 12,200 Est. Cost $1.53 Unrealized
IDV ISHARES TR 0.0%
Value ($000) $18 Shares 660 Est. Cost $29.09 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $18 Shares 250 Est. Cost $66.95 Unrealized -10.9%
KELLOGG CO 0.0%
Value ($000) $18 Shares 250 Est. Cost $57.31 Unrealized +6.3%
ALPHABET INC CALL January 90 0.0%
Value ($000) $18 Shares 200 Est. Cost Unrealized
MDYG SPDR SER TR 0.0%
Value ($000) $18 Shares 270 Est. Cost $70.37 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $17 Shares 129 Est. Cost $148.73 Unrealized -23.6%
RIO RIO TINTO PLC 0.0%
Value ($000) $17 Shares 243 Est. Cost $82.30 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $17 Shares 200 Est. Cost $185.28 Unrealized -45.5%
ORCL ORACLE CORP 0.0%
Value ($000) $17 Shares 209 Est. Cost $76.97 Unrealized -4.9%
LITHIUM AMERS CORP NEW 0.0%
Value ($000) $17 Shares 900 Est. Cost $38.89 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $17 Shares 200 Est. Cost $86.05 Unrealized -10.8%
PINTEREST INC CALL January 25 0.0%
Value ($000) $17 Shares 700 Est. Cost Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $17 Shares 40 Est. Cost $550.00 Unrealized
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $16 Shares 200 Est. Cost $89.68 Unrealized -20.7%
SYK STRYKER CORPORATION 0.0%
Value ($000) $16 Shares 67 Est. Cost $248.25 Unrealized -11.5%
VEEVA SYSTEMS INC CALL January 180 0.0%
Value ($000) $16 Shares 100 Est. Cost Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $15 Shares 150 Est. Cost $75.68 Unrealized +12.1%
ALTERYX INC CALL January 50 0.0%
Value ($000) $15 Shares 300 Est. Cost Unrealized
IWR ISHARES TR 0.0%
Value ($000) $15 Shares 224 Est. Cost $66.96 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $15 Shares 82 Est. Cost $208.61 Unrealized
RWK INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $15 Shares 173 Est. Cost $86.71 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $14 Shares 86 Est. Cost $155.56 Unrealized -2.3%
PALO ALTO NETWORKS INC CALL January 150 0.0%
Value ($000) $14 Shares 100 Est. Cost Unrealized
SGI TEMPUR SEALY INTL INC 0.0%
Value ($000) $14 Shares 400 Est. Cost $24.39 Unrealized +23.3%
NOVT NOVANTA INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $116.65 Unrealized +20.0%
JP MORGAN CHASE & CO CALL January 130 0.0%
Value ($000) $13 Shares 100 Est. Cost Unrealized
SALESFORCE INC CALL January 130 0.0%
Value ($000) $13 Shares 100 Est. Cost Unrealized
PATH UIPATH INC 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $49.32 Unrealized -74.9%
IEFA ISHARES TR 0.0%
Value ($000) $12 Shares 197 Est. Cost $69.82 Unrealized
GTLS CHART INDS INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $146.70 Unrealized +9.5%
BHP BHP GROUP LTD 0.0%
Value ($000) $11 Shares 180 Est. Cost $77.78 Unrealized
INNOVATOR ETFS TR 0.0%
Value ($000) $11 Shares 424 Est. Cost $27.70 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $10 Shares 32 Est. Cost $230.63 Unrealized +35.7%
CRON CRONOS GROUP INC 0.0%
Value ($000) $10 Shares 4,000 Est. Cost $6.88 Unrealized -57.4%
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $10 Shares 169 Est. Cost $61.49 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $10 Shares 166 Est. Cost $55.81 Unrealized +9.6%
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $10 Shares 1,130 Est. Cost $8.60 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $10 Shares 75 Est. Cost $114.86 Unrealized -1.7%
FARFETCH LTD CALL January 5 0.0%
Value ($000) $9 Shares 2,000 Est. Cost Unrealized
ALC ALCON AG 0.0%
Value ($000) $9 Shares 138 Est. Cost $71.83 Unrealized -12.1%
LINDE PLC 0.0%
Value ($000) $9 Shares 29 Est. Cost $310.34 Unrealized
ASUR ASURE SOFTWARE INC 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $7.62 Unrealized -6.5%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $9 Shares 123 Est. Cost $78.45 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $9 Shares 200 Est. Cost $33.86 Unrealized +8.4%
GRBK GREEN BRICK PARTNERS INC 0.0%
Value ($000) $8 Shares 350 Est. Cost $23.95 Unrealized -3.5%
CNDT CONDUENT INC 0.0%
Value ($000) $8 Shares 2,000 Est. Cost $7.29 Unrealized -47.5%
STIP ISHARES TR 0.0%
Value ($000) $8 Shares 82 Est. Cost $107.05 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $8 Shares 151 Est. Cost $50.64 Unrealized +0.5%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $86.57 Unrealized -9.7%
PCRX PACIRA BIOSCIENCES INC 0.0%
Value ($000) $8 Shares 200 Est. Cost $66.66 Unrealized -27.0%
PROTERRA INC 0.0%
Value ($000) $8 Shares 2,000 Est. Cost $7.50 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $7 Shares 300 Est. Cost $201.90 Unrealized -86.6%
TJX TJX COS INC NEW 0.0%
Value ($000) $7 Shares 88 Est. Cost $65.45 Unrealized +8.1%
SPTS SPDR SER TR 0.0%
Value ($000) $7 Shares 239 Est. Cost $31.69 Unrealized
BN BROOKFIELD CORP 0.0%
Value ($000) $7 Shares 208 Est. Cost $21.90 Unrealized 0.0%
HEI HEICO CORP NEW 0.0%
Value ($000) $6 Shares 40 Est. Cost $131.69 Unrealized +18.2%
QRHC QUEST RESOURCE HLDG CORP 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $7.46 Unrealized 0.0%
MP MP MATERIALS CORP 0.0%
Value ($000) $6 Shares 250 Est. Cost $32.69 Unrealized -7.3%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $6 Shares 81 Est. Cost $112.18 Unrealized -31.3%
TWLO TWILIO INC 0.0%
Value ($000) $6 Shares 120 Est. Cost $312.48 Unrealized -81.8%
ACWV ISHARES INC 0.0%
Value ($000) $6 Shares 61 Est. Cost $98.36 Unrealized
CDNA CAREDX INC 0.0%
Value ($000) $6 Shares 500 Est. Cost $57.94 Unrealized -74.4%
SERES THERAPEUTICS INC 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $25.00 Unrealized
ZS ZSCALER INC 0.0%
Value ($000) $6 Shares 50 Est. Cost $159.02 Unrealized -14.6%
MGNI MAGNITE INC 0.0%
Value ($000) $5 Shares 500 Est. Cost $15.13 Unrealized -39.7%
FRCB FIRST REP BK SAN FRANCISCO C 0.0%
Value ($000) $5 Shares 43 Est. Cost $194.69 Unrealized -37.5%
DOMA HOLDINGS INC 0.0%
Value ($000) $5 Shares 11,500 Est. Cost $0.65 Unrealized
TPICQ TPI COMPOSITES INC 0.0%
Value ($000) $5 Shares 500 Est. Cost $39.98 Unrealized -73.9%
XBI SPDR SER TR 0.0%
Value ($000) $5 Shares 61 Est. Cost $131.15 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $5 Shares 22 Est. Cost $35.98 Unrealized +11.7%
JLL JONES LANG LASALLE INC 0.0%
Value ($000) $5 Shares 31 Est. Cost $228.30 Unrealized -30.2%
ZTS ZOETIS INC 0.0%
Value ($000) $5 Shares 32 Est. Cost $193.72 Unrealized -26.1%
SYNAPTOGENIX INC 0.0%
Value ($000) $5 Shares 4,000 Est. Cost $8.50 Unrealized
BAND BANDWIDTH INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $116.42 Unrealized -84.4%
AOS SMITH A O CORP 0.0%
Value ($000) $5 Shares 80 Est. Cost $64.56 Unrealized -18.1%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $4 Shares 64 Est. Cost $84.21 Unrealized -12.0%
FUSION FUEL GREEN PLC 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $14.00 Unrealized
OUSTER INC 0.0%
Value ($000) $4 Shares 5,000 Est. Cost $0.86 Unrealized
APPN APPIAN CORP 0.0%
Value ($000) $4 Shares 132 Est. Cost $111.98 Unrealized -64.8%
POOL POOL CORP 0.0%
Value ($000) $4 Shares 14 Est. Cost $449.11 Unrealized -32.4%
AMBA AMBARELLA INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $70.02 Unrealized -4.9%
MTN VAIL RESORTS INC 0.0%
Value ($000) $4 Shares 17 Est. Cost $308.42 Unrealized -23.9%
MIDD MIDDLEBY CORP 0.0%
Value ($000) $4 Shares 30 Est. Cost $120.71 Unrealized +12.8%
RBLX ROBLOX CORP 0.0%
Value ($000) $4 Shares 140 Est. Cost $82.10 Unrealized -57.2%
EPR EPR PPTYS 0.0%
Value ($000) $4 Shares 100 Est. Cost $30.00 Unrealized
SPTM SPDR SER TR 0.0%
Value ($000) $4 Shares 78 Est. Cost $51.28 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $3 Shares 10 Est. Cost $355.26 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $3 Shares 50 Est. Cost $52.64 Unrealized +1.1%
TER TERADYNE INC 0.0%
Value ($000) $3 Shares 36 Est. Cost $119.31 Unrealized -29.1%
XYZ BLOCK INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $168.37 Unrealized -63.4%
U UNITY SOFTWARE INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $91.08 Unrealized -65.6%
RCEL AVITA MEDICAL INC 0.0%
Value ($000) $3 Shares 425 Est. Cost $21.93 Unrealized -72.7%
PETIQ INC 0.0%
Value ($000) $3 Shares 300 Est. Cost $40.00 Unrealized
GH GUARDANT HEALTH INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $115.06 Unrealized -60.2%
FTC SOLAR INC 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $8.00 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $3 Shares 39 Est. Cost $361.82 Unrealized -79.0%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $3 Shares 560 Est. Cost $3.80 Unrealized +1.4%
BALL BALL CORP 0.0%
Value ($000) $2 Shares 39 Est. Cost $83.70 Unrealized -40.9%
REDFIN CORP 0.0%
Value ($000) $2 Shares 450 Est. Cost $61.17 Unrealized
SLYG SPDR SER TR 0.0%
Value ($000) $2 Shares 24 Est. Cost $83.33 Unrealized
FG F&G ANNUITIES & LIFE INC 0.0%
Value ($000) $2 Shares 83 Est. Cost $18.85 Unrealized 0.0%
BB BLACKBERRY LTD 0.0%
Value ($000) $1 Shares 455 Est. Cost $5.92 Unrealized -25.0%
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value ($000) $1 Shares 51 Est. Cost $27.10 Unrealized 0.0%
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 38 Est. Cost $32.77 Unrealized +28.3%
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 50 Est. Cost $29.04 Unrealized -24.3%
INVITAE CORP 0.0%
Value ($000) $1 Shares 750 Est. Cost $31.50 Unrealized
BIOLASE INC 0.0%
Value ($000) $1 Shares 2,000 Est. Cost $4.50 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $1 Shares 14 Est. Cost $235.73 Unrealized -65.8%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $195.40 Unrealized -73.0%
SURGALIGN HOLDINGS INC 0.0%
Value ($000) $1 Shares 399 Est. Cost $2.51 Unrealized
PARTY CITY HOLDCO INC 0.0%
Value ($000) $1 Shares 2,000 Est. Cost $6.00 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $0 Shares 10 Est. Cost $68.51 Unrealized -24.8%
CCL CARNIVAL CORP 0.0%
Value ($000) $0 Shares 60 Est. Cost $17.78 Unrealized -51.5%
BELLICUM PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 500 Est. Cost $4.00 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $0 Shares 10 Est. Cost $35.38 Unrealized -8.9%
LUCID GROUP INC 0.0%
Value ($000) $0 Shares 45 Est. Cost $22.22 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $110.17 Unrealized +35.4%
EFSC ENTERPRISE FINL SVCS CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $40.72 Unrealized +13.5%