Delta Investment Management, LLC Diversified Active

CIK: 0001757043 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 2, 2024

Total Value ($000): $403,317 (100.0% shares, 0.0% debt)

Holdings (200)

BIL SPDR SER TR 9.5%
Value ($000) $38,465 Shares 420,892 Est. Cost $91.82 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 7.2%
Value ($000) $28,840 Shares 494,420 Est. Cost $57.72 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 5.1%
Value ($000) $20,432 Shares 371,630 Est. Cost $55.83 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 4.8%
Value ($000) $19,338 Shares 387,305 Est. Cost $49.25 Unrealized
KRE SPDR SER TR 4.4%
Value ($000) $17,880 Shares 341,032 Est. Cost $52.43 Unrealized
PJUL INNOVATOR ETFS TR 3.6%
Value ($000) $14,654 Shares 404,917 Est. Cost $32.94 Unrealized
SHV ISHARES TR 3.4%
Value ($000) $13,903 Shares 126,244 Est. Cost $110.38 Unrealized
AAPL APPLE INC 3.1%
Value ($000) $12,661 Shares 65,763 Est. Cost $98.44 Unrealized +85.7%
MSFT MICROSOFT CORP 2.9%
Value ($000) $11,571 Shares 30,771 Est. Cost $200.53 Unrealized +74.7%
GOOG ALPHABET INC 2.8%
Value ($000) $11,200 Shares 79,470 Est. Cost $109.54 Unrealized +22.9%
DMLP DORCHESTER MINERALS LP 2.4%
Value ($000) $9,621 Shares 302,255 Est. Cost $17.58 Unrealized
TDG TRANSDIGM GROUP INC 2.3%
Value ($000) $9,425 Shares 9,317 Est. Cost $323.24 Unrealized +148.4%
AMZN AMAZON COM INC 2.2%
Value ($000) $8,848 Shares 58,232 Est. Cost $120.73 Unrealized +16.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.9%
Value ($000) $7,694 Shares 21,572 Est. Cost $210.88 Unrealized +66.4%
TLT ISHARES TR 1.9%
Value ($000) $7,671 Shares 77,578 Est. Cost $98.88 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 1.8%
Value ($000) $7,309 Shares 277,378 Est. Cost $23.86 Unrealized
IVV ISHARES TR 1.7%
Value ($000) $6,811 Shares 14,261 Est. Cost $455.07 Unrealized
SFLR INNOVATOR ETFS TR 1.5%
Value ($000) $5,953 Shares 217,828 Est. Cost $27.33 Unrealized
UJUL INNOVATOR ETFS TR 1.4%
Value ($000) $5,808 Shares 191,691 Est. Cost $28.23 Unrealized
GOOGL ALPHABET INC 1.3%
Value ($000) $5,082 Shares 36,378 Est. Cost $108.21 Unrealized +23.2%
IVE ISHARES TR 1.1%
Value ($000) $4,602 Shares 26,467 Est. Cost $148.73 Unrealized
IVW ISHARES TR 1.1%
Value ($000) $4,384 Shares 58,382 Est. Cost $70.48 Unrealized
PMAY INNOVATOR ETFS TR 1.1%
Value ($000) $4,271 Shares 135,712 Est. Cost $29.78 Unrealized
SPY SPDR S&P 500 ETF TR 0.9%
Value ($000) $3,708 Shares 7,802 Est. Cost $343.57 Unrealized
LBRDA LIBERTY BROADBAND CORP 0.8%
Value ($000) $3,276 Shares 40,626 Est. Cost $117.15 Unrealized -32.9%
GBIL GOLDMAN SACHS ETF TR 0.7%
Value ($000) $2,650 Shares 26,565 Est. Cost $100.07 Unrealized
CRM SALESFORCE INC 0.7%
Value ($000) $2,636 Shares 10,019 Est. Cost $207.78 Unrealized +7.6%
JPST J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $2,591 Shares 51,576 Est. Cost $50.25 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.6%
Value ($000) $2,574 Shares 6,623 Est. Cost $594.08 Unrealized -31.4%
SPGI S&P GLOBAL INC 0.6%
Value ($000) $2,533 Shares 5,750 Est. Cost $390.16 Unrealized -0.5%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $2,510 Shares 16,830 Est. Cost $89.84 Unrealized +53.4%
RSP INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $2,484 Shares 15,744 Est. Cost $141.93 Unrealized
DHR DANAHER CORPORATION 0.5%
Value ($000) $2,200 Shares 9,509 Est. Cost $219.50 Unrealized -4.2%
CEF SPROTT PHYSICAL GOLD & SILVE 0.5%
Value ($000) $2,135 Shares 111,501 Est. Cost $18.52 Unrealized
HCMT DIREXION SHS ETF TR 0.5%
Value ($000) $2,048 Shares 76,890 Est. Cost $26.63 Unrealized
TSLA TESLA INC 0.5%
Value ($000) $2,034 Shares 8,186 Est. Cost $260.68 Unrealized -8.8%
V VISA INC 0.5%
Value ($000) $1,926 Shares 7,396 Est. Cost $189.88 Unrealized +27.8%
QQQ INVESCO QQQ TR 0.4%
Value ($000) $1,813 Shares 4,427 Est. Cost $367.33 Unrealized
WMT WALMART INC 0.4%
Value ($000) $1,792 Shares 11,365 Est. Cost $40.04 Unrealized +29.0%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $1,740 Shares 11,877 Est. Cost $105.34 Unrealized +33.5%
BALT INNOVATOR ETFS TR 0.4%
Value ($000) $1,639 Shares 57,357 Est. Cost $27.36 Unrealized
SPYI NEOS ETF TRUST 0.4%
Value ($000) $1,620 Shares 33,602 Est. Cost $48.62 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $1,557 Shares 2,934 Est. Cost $535.25 Unrealized -10.2%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $1,553 Shares 3,135 Est. Cost $18.65 Unrealized +148.4%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,524 Shares 9,720 Est. Cost $130.33 Unrealized +10.2%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,462 Shares 14,620 Est. Cost $68.90 Unrealized +41.6%
CSX CSX CORP 0.3%
Value ($000) $1,405 Shares 40,530 Est. Cost $30.00 Unrealized +2.9%
VDE VANGUARD WORLD FDS 0.3%
Value ($000) $1,333 Shares 11,369 Est. Cost $117.27 Unrealized
TOTL SSGA ACTIVE ETF TR 0.3%
Value ($000) $1,276 Shares 31,693 Est. Cost $43.19 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $1,262 Shares 4,269 Est. Cost $141.32 Unrealized +77.8%
BSJO INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $1,110 Shares 48,866 Est. Cost $22.64 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1,107 Shares 47,985 Est. Cost $21.10 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $1,086 Shares 2,546 Est. Cost $338.62 Unrealized +17.3%
PREF PRINCIPAL EXCHANGE TRADED FD 0.3%
Value ($000) $1,075 Shares 61,411 Est. Cost $16.87 Unrealized
SPHY SPDR SER TR 0.3%
Value ($000) $1,074 Shares 45,950 Est. Cost $22.43 Unrealized
GLD SPDR GOLD TR 0.3%
Value ($000) $1,060 Shares 5,543 Est. Cost $162.46 Unrealized
ETN EATON CORP PLC 0.2%
Value ($000) $988 Shares 4,103 Est. Cost $161.07 Unrealized +33.8%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $963 Shares 5,662 Est. Cost $109.62 Unrealized +32.2%
SVC SERVICE PPTYS TR 0.2%
Value ($000) $954 Shares 111,711 Est. Cost $8.67 Unrealized
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $946 Shares 15,364 Est. Cost $37.17 Unrealized +40.7%
EQR EQUITY RESIDENTIAL 0.2%
Value ($000) $932 Shares 15,236 Est. Cost $52.84 Unrealized 0.0%
ESS ESSEX PPTY TR INC 0.2%
Value ($000) $926 Shares 3,736 Est. Cost $195.31 Unrealized +4.0%
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $888 Shares 42,524 Est. Cost $20.89 Unrealized
AVB AVALONBAY CMNTYS INC 0.2%
Value ($000) $873 Shares 4,662 Est. Cost $161.55 Unrealized 0.0%
MAA MID-AMER APT CMNTYS INC 0.2%
Value ($000) $870 Shares 6,474 Est. Cost $116.80 Unrealized 0.0%
MET METLIFE INC 0.2%
Value ($000) $870 Shares 13,162 Est. Cost $40.27 Unrealized +45.9%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $849 Shares 5,190 Est. Cost $102.55 Unrealized +38.0%
LOW LOWES COS INC 0.2%
Value ($000) $841 Shares 3,780 Est. Cost $189.01 Unrealized +3.0%
PYLD PIMCO ETF TR 0.2%
Value ($000) $804 Shares 31,325 Est. Cost $25.33 Unrealized
CDW CDW CORP 0.2%
Value ($000) $795 Shares 3,495 Est. Cost $181.24 Unrealized +13.7%
CSCO CISCO SYS INC 0.2%
Value ($000) $793 Shares 15,699 Est. Cost $43.13 Unrealized +11.2%
LLY ELI LILLY & CO 0.2%
Value ($000) $778 Shares 1,335 Est. Cost $331.62 Unrealized +73.4%
MCO MOODYS CORP 0.2%
Value ($000) $765 Shares 1,960 Est. Cost $292.26 Unrealized +16.9%
ABT ABBOTT LABS 0.2%
Value ($000) $751 Shares 6,820 Est. Cost $87.46 Unrealized +9.9%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $743 Shares 3,862 Est. Cost $111.46 Unrealized
FPH FIVE POINT HOLDINGS LLC 0.2%
Value ($000) $742 Shares 241,811 Est. Cost $5.73 Unrealized -54.2%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $732 Shares 2,868 Est. Cost $125.66 Unrealized +66.7%
BUFB INNOVATOR ETFS TR 0.2%
Value ($000) $731 Shares 26,339 Est. Cost $27.76 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $717 Shares 6,575 Est. Cost $70.48 Unrealized +37.4%
EWBC EAST WEST BANCORP INC 0.2%
Value ($000) $716 Shares 9,949 Est. Cost $62.49 Unrealized -9.4%
MCD MCDONALDS CORP 0.2%
Value ($000) $716 Shares 2,413 Est. Cost $164.67 Unrealized +57.1%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $705 Shares 3,762 Est. Cost $113.53 Unrealized +38.3%
CIBR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $700 Shares 13,009 Est. Cost $53.10 Unrealized
BUFF INNOVATOR ETFS TR 0.2%
Value ($000) $694 Shares 17,304 Est. Cost $40.08 Unrealized
XHB SPDR SER TR 0.2%
Value ($000) $688 Shares 7,192 Est. Cost $95.66 Unrealized
SNA SNAP ON INC 0.2%
Value ($000) $672 Shares 2,326 Est. Cost $206.22 Unrealized +23.6%
JPIE J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $670 Shares 14,690 Est. Cost $47.57 Unrealized
QYLD GLOBAL X FDS 0.2%
Value ($000) $659 Shares 38,000 Est. Cost $17.34 Unrealized
SU SUNCOR ENERGY INC NEW 0.2%
Value ($000) $643 Shares 20,070 Est. Cost $25.82 Unrealized +17.6%
KNG FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $641 Shares 12,400 Est. Cost $51.68 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $625 Shares 4,033 Est. Cost $67.03 Unrealized +102.5%
BJUL INNOVATOR ETFS TR 0.2%
Value ($000) $622 Shares 16,523 Est. Cost $34.47 Unrealized
IRM IRON MTN INC DEL 0.2%
Value ($000) $610 Shares 8,719 Est. Cost $58.41 Unrealized 0.0%
META META PLATFORMS INC 0.1%
Value ($000) $597 Shares 1,687 Est. Cost $280.14 Unrealized +15.4%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.1%
Value ($000) $594 Shares 4,641 Est. Cost $92.17 Unrealized +29.3%
BX BLACKSTONE INC 0.1%
Value ($000) $587 Shares 4,482 Est. Cost $102.08 Unrealized 0.0%
UAPR INNOVATOR ETFS TR 0.1%
Value ($000) $581 Shares 21,178 Est. Cost $26.54 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $549 Shares 7,821 Est. Cost $57.97 Unrealized +4.1%
DAPR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $546 Shares 16,878 Est. Cost $29.15 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $545 Shares 3,210 Est. Cost $121.08 Unrealized +27.0%
ANGL VANECK ETF TRUST 0.1%
Value ($000) $545 Shares 18,935 Est. Cost $27.08 Unrealized
OMC OMNICOM GROUP INC 0.1%
Value ($000) $541 Shares 6,257 Est. Cost $63.73 Unrealized +14.9%
FDX FEDEX CORP 0.1%
Value ($000) $532 Shares 2,104 Est. Cost $231.76 Unrealized +4.6%
AVGO BROADCOM INC 0.1%
Value ($000) $510 Shares 457 Est. Cost $84.66 Unrealized +8.9%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $510 Shares 5,064 Est. Cost $64.71 Unrealized +47.9%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $495 Shares 2,906 Est. Cost $150.34 Unrealized -3.2%
DIS DISNEY WALT CO 0.1%
Value ($000) $494 Shares 5,473 Est. Cost $124.26 Unrealized -30.6%
STIP ISHARES TR 0.1%
Value ($000) $494 Shares 5,006 Est. Cost $96.18 Unrealized
BITO PROSHARES TR 0.1%
Value ($000) $491 Shares 23,946 Est. Cost $20.49 Unrealized
PJAN INNOVATOR ETFS TR 0.1%
Value ($000) $490 Shares 13,154 Est. Cost $33.29 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $489 Shares 1,696 Est. Cost $222.64 Unrealized +14.6%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $487 Shares 5,173 Est. Cost $60.71 Unrealized +37.9%
UNP UNION PAC CORP 0.1%
Value ($000) $486 Shares 1,980 Est. Cost $194.62 Unrealized +7.5%
IWB ISHARES TR 0.1%
Value ($000) $478 Shares 1,823 Est. Cost $140.67 Unrealized
UJAN INNOVATOR ETFS TR 0.1%
Value ($000) $467 Shares 13,554 Est. Cost $32.26 Unrealized
WYNN WYNN RESORTS LTD 0.1%
Value ($000) $464 Shares 5,095 Est. Cost $79.11 Unrealized +9.6%
FSK FS KKR CAP CORP 0.1%
Value ($000) $456 Shares 22,821 Est. Cost $14.14 Unrealized 0.0%
ARISTA NETWORKS INC 0.1%
Value ($000) $455 Shares 1,933 Est. Cost $168.73 Unrealized
NXST NEXSTAR MEDIA GROUP INC 0.1%
Value ($000) $449 Shares 2,864 Est. Cost $159.79 Unrealized -16.6%
HD HOME DEPOT INC 0.1%
Value ($000) $437 Shares 1,260 Est. Cost $237.34 Unrealized +23.8%
SOXX ISHARES TR 0.1%
Value ($000) $431 Shares 748 Est. Cost $285.76 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $423 Shares 2,609 Est. Cost $118.57 Unrealized +21.6%
BEN FRANKLIN RESOURCES INC 0.1%
Value ($000) $409 Shares 13,740 Est. Cost $21.59 Unrealized +1.8%
KO COCA COLA CO 0.1%
Value ($000) $403 Shares 6,831 Est. Cost $43.73 Unrealized +21.8%
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $402 Shares 1,547 Est. Cost $208.69 Unrealized +6.6%
CDZI CADIZ INC 0.1%
Value ($000) $398 Shares 142,181 Est. Cost $7.67 Unrealized -60.6%
QCOM QUALCOMM INC 0.1%
Value ($000) $396 Shares 2,739 Est. Cost $122.95 Unrealized -3.7%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $392 Shares 10,594 Est. Cost $24.51 Unrealized +23.9%
INTC INTEL CORP 0.1%
Value ($000) $390 Shares 7,767 Est. Cost $32.57 Unrealized +23.0%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $382 Shares 5,275 Est. Cost $49.83 Unrealized +29.0%
SJM SMUCKER J M CO 0.1%
Value ($000) $378 Shares 2,989 Est. Cost $123.68 Unrealized -13.6%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $365 Shares 3,202 Est. Cost $85.57 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $364 Shares 3,054 Est. Cost $59.33 Unrealized +87.2%
GWRS GLOBAL WTR RES INC 0.1%
Value ($000) $363 Shares 27,741 Est. Cost $10.81 Unrealized -2.2%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $360 Shares 7,320 Est. Cost $40.93 Unrealized +0.2%
CSHI NEOS ETF TRUST 0.1%
Value ($000) $358 Shares 7,171 Est. Cost $49.90 Unrealized
STT STATE STR CORP 0.1%
Value ($000) $343 Shares 4,423 Est. Cost $61.86 Unrealized +4.8%
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $342 Shares 3,616 Est. Cost $91.47 Unrealized -2.4%
FTNT FORTINET INC 0.1%
Value ($000) $340 Shares 5,809 Est. Cost $57.27 Unrealized -3.5%
PFE PFIZER INC 0.1%
Value ($000) $339 Shares 11,761 Est. Cost $35.46 Unrealized -25.6%
AON AON PLC 0.1%
Value ($000) $338 Shares 1,160 Est. Cost $284.42 Unrealized +10.9%
BAC BANK AMERICA CORP 0.1%
Value ($000) $335 Shares 9,964 Est. Cost $27.60 Unrealized +0.0%
MCK MCKESSON CORP 0.1%
Value ($000) $331 Shares 716 Est. Cost $341.28 Unrealized +31.9%
COP CONOCOPHILLIPS 0.1%
Value ($000) $327 Shares 2,815 Est. Cost $80.06 Unrealized +37.0%
ONEQ FIDELITY COMWLTH TR 0.1%
Value ($000) $326 Shares 5,500 Est. Cost $88.63 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $326 Shares 461 Est. Cost $103.36 Unrealized +21.9%
COWZ PACER FDS TR 0.1%
Value ($000) $326 Shares 6,262 Est. Cost $47.38 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $324 Shares 4,062 Est. Cost $59.30 Unrealized +21.0%
EFA ISHARES TR 0.1%
Value ($000) $322 Shares 4,276 Est. Cost $60.64 Unrealized
NKE NIKE INC 0.1%
Value ($000) $321 Shares 2,956 Est. Cost $86.82 Unrealized +18.6%
CP CANADIAN PACIFIC KANSAS CITY 0.1%
Value ($000) $316 Shares 3,991 Est. Cost $77.54 Unrealized -7.0%
BIBL NORTHERN LTS FD TR IV 0.1%
Value ($000) $313 Shares 8,963 Est. Cost $33.10 Unrealized
ALSN ALLISON TRANSMISSION HLDGS I 0.1%
Value ($000) $307 Shares 5,275 Est. Cost $48.20 Unrealized +12.9%
QMAR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $307 Shares 11,966 Est. Cost $21.58 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $304 Shares 1,406 Est. Cost $192.64 Unrealized -9.1%
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $304 Shares 2,000 Est. Cost $97.23 Unrealized +24.9%
IJK ISHARES TR 0.1%
Value ($000) $303 Shares 3,820 Est. Cost $63.52 Unrealized
DMAR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $301 Shares 8,903 Est. Cost $31.44 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $299 Shares 5,546 Est. Cost $53.82 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $296 Shares 1,490 Est. Cost $153.12 Unrealized +12.5%
ADBE ADOBE INC 0.1%
Value ($000) $295 Shares 494 Est. Cost $576.76 Unrealized 0.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $292 Shares 7,250 Est. Cost $31.66 Unrealized +9.9%
DAUG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $292 Shares 8,236 Est. Cost $34.12 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $288 Shares 3,741 Est. Cost $74.91 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $286 Shares 2,357 Est. Cost $112.84 Unrealized -1.4%
NOBL PROSHARES TR 0.1%
Value ($000) $283 Shares 2,970 Est. Cost $95.20 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $278 Shares 2,087 Est. Cost $103.33 Unrealized +7.5%
IXN ISHARES TR 0.1%
Value ($000) $278 Shares 4,074 Est. Cost $54.36 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $273 Shares 3,000 Est. Cost $68.75 Unrealized +20.8%
IDHQ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $271 Shares 9,496 Est. Cost $24.87 Unrealized
AME AMETEK INC 0.1%
Value ($000) $271 Shares 1,642 Est. Cost $133.99 Unrealized +12.2%
MINT PIMCO ETF TR 0.1%
Value ($000) $263 Shares 2,631 Est. Cost $100.14 Unrealized
STM STMICROELECTRONICS N V 0.1%
Value ($000) $256 Shares 5,097 Est. Cost $50.13 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $255 Shares 386 Est. Cost $573.49 Unrealized 0.0%
KLAC KLA CORP 0.1%
Value ($000) $247 Shares 425 Est. Cost $510.90 Unrealized 0.0%
DNOV FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $235 Shares 6,079 Est. Cost $35.35 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $235 Shares 1,573 Est. Cost $149.50 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $232 Shares 4,515 Est. Cost $40.20 Unrealized +16.9%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $231 Shares 501 Est. Cost $407.15 Unrealized 0.0%
QUAL ISHARES TR 0.1%
Value ($000) $231 Shares 1,568 Est. Cost $134.76 Unrealized
BLACKROCK SCIENCE & TECHNOLO 0.1%
Value ($000) $227 Shares 13,600 Est. Cost $20.36 Unrealized
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $227 Shares 1,633 Est. Cost $117.22 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $224 Shares 426 Est. Cost $470.91 Unrealized +8.6%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $223 Shares 437 Est. Cost $432.06 Unrealized 0.0%
DPZ DOMINOS PIZZA INC 0.1%
Value ($000) $223 Shares 540 Est. Cost $371.81 Unrealized -2.3%
FTK FLOTEK INDS INC DEL 0.1%
Value ($000) $217 Shares 55,245 Est. Cost $4.76 Unrealized -18.2%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $214 Shares 2,813 Est. Cost $76.13 Unrealized
QQH NORTHERN LTS FD TR III 0.1%
Value ($000) $214 Shares 4,248 Est. Cost $37.52 Unrealized
SPIRIT RLTY CAP INC NEW 0.1%
Value ($000) $213 Shares 4,882 Est. Cost $43.69 Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $211 Shares 1,315 Est. Cost $143.16 Unrealized 0.0%
CWT CALIFORNIA WTR SVC GROUP 0.1%
Value ($000) $207 Shares 4,000 Est. Cost $47.44 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $207 Shares 667 Est. Cost $296.68 Unrealized -9.0%
KW KENNEDY-WILSON HOLDINGS INC 0.0%
Value ($000) $187 Shares 15,071 Est. Cost $12.53 Unrealized 0.0%
T AT&T INC 0.0%
Value ($000) $173 Shares 10,305 Est. Cost $16.98 Unrealized -16.3%
SBRA SABRA HEALTH CARE REIT INC 0.0%
Value ($000) $164 Shares 11,500 Est. Cost $21.30 Unrealized
SJT SAN JUAN BASIN RTY TR 0.0%
Value ($000) $153 Shares 30,195 Est. Cost $2.79 Unrealized
ANGI INC 0.0%
Value ($000) $115 Shares 46,000 Est. Cost $2.37 Unrealized
ACDC PROFRAC HLDG CORP 0.0%
Value ($000) $89 Shares 10,469 Est. Cost $17.06 Unrealized -48.6%
KNIGHTSCOPE INC 0.0%
Value ($000) $23 Shares 38,888 Est. Cost $0.53 Unrealized
CALIDI BIOTHERAPEUTICS INC 0.0%
Value ($000) $15 Shares 10,230 Est. Cost $3.33 Unrealized