Orion Capital Management LLC Diversified Active

CIK: 0001846758 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 10, 2024

Total Value ($000): $188,287 (100.0% shares, 0.0% debt)

Holdings (507)

SGOV ISHARES TR 7.4%
Value ($000) $14,015 Shares 139,160 Est. Cost $100.63 Unrealized
IVV ISHARES TR 7.2%
Value ($000) $13,485 Shares 25,650 Est. Cost $406.36 Unrealized
AAPL APPLE INC 4.9%
Value ($000) $9,250 Shares 53,945 Est. Cost $126.23 Unrealized +42.8%
VIG VANGUARD SPECIALIZED FUNDS 4.7%
Value ($000) $8,779 Shares 48,077 Est. Cost $147.49 Unrealized
AVUS AMERICAN CENTY ETF TR 4.2%
Value ($000) $7,897 Shares 88,233 Est. Cost $75.33 Unrealized
DSTL ETF SER SOLUTIONS 4.0%
Value ($000) $7,624 Shares 141,423 Est. Cost $43.87 Unrealized
AMZN AMAZON COM INC 2.9%
Value ($000) $5,542 Shares 30,729 Est. Cost $127.97 Unrealized +30.4%
MSFT MICROSOFT CORP 2.7%
Value ($000) $5,057 Shares 12,020 Est. Cost $213.48 Unrealized +87.0%
RSP INVESCO EXCHANGE TRADED FD T 2.3%
Value ($000) $4,310 Shares 25,450 Est. Cost $129.45 Unrealized
ISRG INTUITIVE SURGICAL INC 2.1%
Value ($000) $3,963 Shares 9,929 Est. Cost $312.06 Unrealized +21.1%
GOOG ALPHABET INC 2.1%
Value ($000) $3,941 Shares 25,883 Est. Cost $110.52 Unrealized +29.6%
SCHD SCHWAB STRATEGIC TR 1.9%
Value ($000) $3,606 Shares 44,719 Est. Cost $70.76 Unrealized
VYM VANGUARD WHITEHALL FDS 1.9%
Value ($000) $3,586 Shares 29,635 Est. Cost $94.26 Unrealized
AVUV AMERICAN CENTY ETF TR 1.8%
Value ($000) $3,299 Shares 35,208 Est. Cost $82.76 Unrealized
IJH ISHARES TR 1.7%
Value ($000) $3,171 Shares 52,202 Est. Cost $108.49 Unrealized
NVDA NVIDIA CORPORATION 1.5%
Value ($000) $2,757 Shares 3,052 Est. Cost $27.02 Unrealized +168.1%
ORLY OREILLY AUTOMOTIVE INC 1.3%
Value ($000) $2,456 Shares 2,176 Est. Cost $30.19 Unrealized +131.7%
DFAC DIMENSIONAL ETF TRUST 1.3%
Value ($000) $2,410 Shares 75,425 Est. Cost $25.83 Unrealized
AVDE AMERICAN CENTY ETF TR 1.2%
Value ($000) $2,282 Shares 35,799 Est. Cost $56.94 Unrealized
VEEV VEEVA SYS INC 1.1%
Value ($000) $2,030 Shares 8,760 Est. Cost $280.15 Unrealized -23.0%
TTD THE TRADE DESK INC 1.1%
Value ($000) $2,022 Shares 23,130 Est. Cost $65.08 Unrealized +16.4%
QCOM QUALCOMM INC 1.0%
Value ($000) $1,966 Shares 11,615 Est. Cost $132.68 Unrealized +11.9%
JPM JPMORGAN CHASE & CO 1.0%
Value ($000) $1,896 Shares 9,464 Est. Cost $104.44 Unrealized +66.2%
GOOGL ALPHABET INC 0.8%
Value ($000) $1,512 Shares 10,020 Est. Cost $108.83 Unrealized +30.5%
PJAN INNOVATOR ETFS TRUST 0.8%
Value ($000) $1,454 Shares 37,182 Est. Cost $32.58 Unrealized
CRM SALESFORCE INC 0.8%
Value ($000) $1,450 Shares 4,815 Est. Cost $241.62 Unrealized +18.0%
COST COSTCO WHSL CORP NEW 0.8%
Value ($000) $1,426 Shares 1,946 Est. Cost $349.98 Unrealized +101.9%
PAUG INNOVATOR ETFS TRUST 0.8%
Value ($000) $1,416 Shares 40,035 Est. Cost $27.09 Unrealized
IJR ISHARES TR 0.7%
Value ($000) $1,409 Shares 12,747 Est. Cost $97.00 Unrealized
XBAP INNOVATOR ETFS TRUST 0.7%
Value ($000) $1,372 Shares 43,920 Est. Cost $29.04 Unrealized
ADBE ADOBE INC 0.7%
Value ($000) $1,372 Shares 2,719 Est. Cost $483.07 Unrealized +18.7%
V VISA INC 0.7%
Value ($000) $1,252 Shares 4,486 Est. Cost $197.91 Unrealized +37.6%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $1,148 Shares 7,256 Est. Cost $132.46 Unrealized +13.4%
LLY ELI LILLY & CO 0.6%
Value ($000) $1,120 Shares 1,440 Est. Cost $308.41 Unrealized +127.8%
SPSB SPDR SER TR 0.6%
Value ($000) $1,094 Shares 36,757 Est. Cost $29.53 Unrealized
BAC BANK AMERICA CORP 0.6%
Value ($000) $1,048 Shares 27,629 Est. Cost $26.24 Unrealized +25.0%
DFSU DIMENSIONAL ETF TRUST 0.6%
Value ($000) $1,046 Shares 30,384 Est. Cost $28.06 Unrealized
POCT INNOVATOR ETFS TRUST 0.5%
Value ($000) $1,034 Shares 27,588 Est. Cost $30.71 Unrealized
AVLV AMERICAN CENTY ETF TR 0.5%
Value ($000) $1,020 Shares 15,877 Est. Cost $53.04 Unrealized
VNQ VANGUARD INDEX FDS 0.5%
Value ($000) $991 Shares 11,460 Est. Cost $92.59 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.5%
Value ($000) $968 Shares 5,365 Est. Cost $112.57 Unrealized +55.3%
BLACKROCK INC 0.5%
Value ($000) $962 Shares 1,154 Est. Cost $709.30 Unrealized
FTNT FORTINET INC 0.5%
Value ($000) $947 Shares 13,857 Est. Cost $50.64 Unrealized +31.5%
NFLX NETFLIX INC 0.5%
Value ($000) $881 Shares 1,451 Est. Cost $37.49 Unrealized +50.4%
ETN EATON CORP PLC 0.5%
Value ($000) $851 Shares 2,723 Est. Cost $135.20 Unrealized +97.9%
MS MORGAN STANLEY 0.4%
Value ($000) $833 Shares 8,844 Est. Cost $78.66 Unrealized +5.8%
HD HOME DEPOT INC 0.4%
Value ($000) $828 Shares 2,159 Est. Cost $257.84 Unrealized +35.2%
AVDV AMERICAN CENTY ETF TR 0.4%
Value ($000) $824 Shares 12,515 Est. Cost $59.19 Unrealized
MRK MERCK & CO INC 0.4%
Value ($000) $823 Shares 6,235 Est. Cost $70.75 Unrealized +63.6%
PNOV INNOVATOR ETFS TRUST 0.4%
Value ($000) $791 Shares 22,237 Est. Cost $30.33 Unrealized
PDEC INNOVATOR ETFS TRUST 0.4%
Value ($000) $750 Shares 20,500 Est. Cost $29.89 Unrealized
AMN AMN HEALTHCARE SVCS INC 0.4%
Value ($000) $733 Shares 11,730 Est. Cost $65.19 Unrealized +4.3%
BJAN INNOVATOR ETFS TRUST 0.4%
Value ($000) $709 Shares 16,295 Est. Cost $35.31 Unrealized
RMD RESMED INC 0.4%
Value ($000) $704 Shares 3,555 Est. Cost $190.91 Unrealized -5.6%
ABBV ABBVIE INC 0.4%
Value ($000) $677 Shares 3,715 Est. Cost $88.04 Unrealized +84.0%
SUPER MICRO COMPUTER INC 0.3%
Value ($000) $630 Shares 624 Est. Cost $281.31 Unrealized
PJUL INNOVATOR ETFS TRUST 0.3%
Value ($000) $612 Shares 16,120 Est. Cost $29.64 Unrealized
PMAR INNOVATOR ETFS TRUST 0.3%
Value ($000) $608 Shares 16,504 Est. Cost $31.20 Unrealized
FSLR FIRST SOLAR INC 0.3%
Value ($000) $606 Shares 3,590 Est. Cost $153.71 Unrealized +0.0%
ARLO ARLO TECHNOLOGIES INC 0.3%
Value ($000) $592 Shares 46,760 Est. Cost $6.54 Unrealized +52.8%
XBJL INNOVATOR ETFS TRUST 0.3%
Value ($000) $583 Shares 18,398 Est. Cost $29.20 Unrealized
AVEM AMERICAN CENTY ETF TR 0.3%
Value ($000) $573 Shares 9,880 Est. Cost $53.20 Unrealized
EDAP EDAP TMS S A 0.3%
Value ($000) $555 Shares 75,474 Est. Cost $5.78 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $550 Shares 2,879 Est. Cost $119.27 Unrealized +44.7%
ALNY ALNYLAM PHARMACEUTICALS INC 0.3%
Value ($000) $549 Shares 3,675 Est. Cost $133.53 Unrealized +24.9%
PFEB INNOVATOR ETFS TRUST 0.3%
Value ($000) $529 Shares 15,500 Est. Cost $29.40 Unrealized
TMUS T-MOBILE US INC 0.3%
Value ($000) $513 Shares 3,140 Est. Cost $138.21 Unrealized +14.4%
AVSU AMERICAN CENTY ETF TR 0.3%
Value ($000) $506 Shares 8,240 Est. Cost $51.63 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value ($000) $492 Shares 21,400 Est. Cost $21.67 Unrealized -1.7%
ARISTA NETWORKS INC 0.3%
Value ($000) $476 Shares 1,642 Est. Cost $178.44 Unrealized
PMAY INNOVATOR ETFS TRUST 0.2%
Value ($000) $461 Shares 14,200 Est. Cost $28.16 Unrealized
PAPR INNOVATOR ETFS TRUST 0.2%
Value ($000) $448 Shares 13,350 Est. Cost $27.76 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $436 Shares 2,491 Est. Cost $125.90 Unrealized +24.9%
PSEP INNOVATOR ETFS TRUST 0.2%
Value ($000) $433 Shares 11,850 Est. Cost $29.14 Unrealized
PJUN INNOVATOR ETFS TRUST 0.2%
Value ($000) $417 Shares 12,070 Est. Cost $29.48 Unrealized
BMAR INNOVATOR ETFS TRUST 0.2%
Value ($000) $386 Shares 9,260 Est. Cost $31.38 Unrealized
SPMD SPDR SER TR 0.2%
Value ($000) $385 Shares 7,224 Est. Cost $44.92 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $382 Shares 1,345 Est. Cost $240.75 Unrealized +14.7%
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $380 Shares 684 Est. Cost $420.27 Unrealized
INMD INMODE LTD 0.2%
Value ($000) $375 Shares 17,360 Est. Cost $46.48 Unrealized -51.9%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $361 Shares 729 Est. Cost $437.87 Unrealized +11.7%
DVY ISHARES TR 0.2%
Value ($000) $336 Shares 2,730 Est. Cost $96.09 Unrealized
EXPE EXPEDIA GROUP INC 0.2%
Value ($000) $330 Shares 2,395 Est. Cost $117.32 Unrealized +20.2%
DFSI DIMENSIONAL ETF TRUST 0.2%
Value ($000) $329 Shares 9,784 Est. Cost $29.04 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $320 Shares 762 Est. Cost $267.67 Unrealized +46.9%
FOUR SHIFT4 PMTS INC 0.2%
Value ($000) $319 Shares 4,825 Est. Cost $75.22 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $318 Shares 1,222 Est. Cost $206.04 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $316 Shares 2,720 Est. Cost $98.56 Unrealized -0.5%
BMAY INNOVATOR ETFS TRUST 0.2%
Value ($000) $310 Shares 8,700 Est. Cost $30.87 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $300 Shares 820 Est. Cost $185.65 Unrealized +67.6%
CWB SPDR SER TR 0.2%
Value ($000) $292 Shares 4,000 Est. Cost $66.12 Unrealized
USMV ISHARES TR 0.2%
Value ($000) $290 Shares 3,464 Est. Cost $68.35 Unrealized
XBJA INNOVATOR ETFS TRUST 0.2%
Value ($000) $289 Shares 10,721 Est. Cost $25.58 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $287 Shares 3,600 Est. Cost $58.11 Unrealized +21.9%
WELL WELLTOWER INC 0.1%
Value ($000) $282 Shares 3,020 Est. Cost $52.89 Unrealized +64.8%
DE DEERE & CO 0.1%
Value ($000) $279 Shares 680 Est. Cost $358.93 Unrealized +3.8%
IWF ISHARES TR 0.1%
Value ($000) $273 Shares 810 Est. Cost $230.83 Unrealized
VHT VANGUARD WORLD FD 0.1%
Value ($000) $271 Shares 1,000 Est. Cost $230.30 Unrealized
BJUN INNOVATOR ETFS TRUST 0.1%
Value ($000) $263 Shares 7,000 Est. Cost $32.64 Unrealized
BFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $263 Shares 6,700 Est. Cost $30.38 Unrealized
BJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $262 Shares 6,500 Est. Cost $31.42 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $257 Shares 1,565 Est. Cost $129.25 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $255 Shares 2,515 Est. Cost $87.20 Unrealized +8.5%
MTUM ISHARES TR 0.1%
Value ($000) $253 Shares 1,348 Est. Cost $162.26 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $241 Shares 415 Est. Cost $482.37 Unrealized +15.6%
NKE NIKE INC 0.1%
Value ($000) $237 Shares 2,524 Est. Cost $129.37 Unrealized -24.4%
XBOC INNOVATOR ETFS TRUST 0.1%
Value ($000) $237 Shares 8,238 Est. Cost $27.09 Unrealized
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $233 Shares 3,819 Est. Cost $54.80 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $232 Shares 1,428 Est. Cost $135.06 Unrealized +11.0%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $228 Shares 2,974 Est. Cost $76.44 Unrealized
NV5 GLOBAL INC 0.1%
Value ($000) $225 Shares 2,300 Est. Cost $78.87 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $225 Shares 1,258 Est. Cost $151.82 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $224 Shares 4,448 Est. Cost $50.51 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $223 Shares 1,086 Est. Cost $163.48 Unrealized +10.6%
SUSB ISHARES TR 0.1%
Value ($000) $222 Shares 9,051 Est. Cost $24.09 Unrealized
SPYM SPDR SER TR 0.1%
Value ($000) $216 Shares 3,504 Est. Cost $50.26 Unrealized
VCR VANGUARD WORLD FD 0.1%
Value ($000) $212 Shares 667 Est. Cost $269.37 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $212 Shares 751 Est. Cost $213.89 Unrealized +30.0%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $209 Shares 1,286 Est. Cost $137.93 Unrealized
BUFF INNOVATOR ETFS TRUST 0.1%
Value ($000) $206 Shares 4,946 Est. Cost $40.08 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $206 Shares 1,000 Est. Cost $171.45 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $205 Shares 1,802 Est. Cost $100.45 Unrealized +10.3%
BDEC INNOVATOR ETFS TRUST 0.1%
Value ($000) $203 Shares 5,000 Est. Cost $34.97 Unrealized
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $198 Shares 1,860 Est. Cost $69.85 Unrealized +12.0%
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $196 Shares 9,410 Est. Cost $13.83 Unrealized +22.7%
UPST UPSTART HLDGS INC 0.1%
Value ($000) $194 Shares 7,200 Est. Cost $111.35 Unrealized -73.4%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $193 Shares 402 Est. Cost $392.70 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $190 Shares 2,180 Est. Cost $95.44 Unrealized -15.5%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $189 Shares 830 Est. Cost $158.88 Unrealized +27.7%
UJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $187 Shares 5,183 Est. Cost $32.57 Unrealized
NVIDIA CORPORATION CALL APR 960 0.1%
Value ($000) $181 Shares 200 Est. Cost $903.50 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $180 Shares 2,813 Est. Cost $73.66 Unrealized -24.8%
IBB ISHARES TR 0.1%
Value ($000) $178 Shares 1,300 Est. Cost $122.29 Unrealized
BAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $174 Shares 4,334 Est. Cost $34.97 Unrealized
BE BLOOM ENERGY CORP 0.1%
Value ($000) $165 Shares 14,700 Est. Cost $21.41 Unrealized -48.7%
MONEYLION INC 0.1%
Value ($000) $164 Shares 2,295 Est. Cost $21.64 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $159 Shares 3,792 Est. Cost $40.97 Unrealized -12.3%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $158 Shares 329 Est. Cost $328.29 Unrealized +37.9%
AVSD AMERICAN CENTY ETF TR 0.1%
Value ($000) $155 Shares 2,726 Est. Cost $49.26 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $146 Shares 1,524 Est. Cost $80.36 Unrealized +4.5%
AVGO BROADCOM INC 0.1%
Value ($000) $143 Shares 108 Est. Cost $83.97 Unrealized +44.4%
REET ISHARES TR 0.1%
Value ($000) $143 Shares 6,021 Est. Cost $21.66 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $138 Shares 2,550 Est. Cost $54.35 Unrealized -15.1%
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $138 Shares 3,847 Est. Cost $31.01 Unrealized
DFSB DIMENSIONAL ETF TRUST 0.1%
Value ($000) $130 Shares 2,513 Est. Cost $49.92 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $127 Shares 35 Est. Cost $2979.20 Unrealized +17.8%
PINS PINTEREST INC 0.1%
Value ($000) $125 Shares 3,600 Est. Cost $27.30 Unrealized +33.2%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $122 Shares 217 Est. Cost $482.70 Unrealized +11.6%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $121 Shares 290 Est. Cost $315.39 Unrealized +18.0%
EXTR EXTREME NETWORKS 0.1%
Value ($000) $119 Shares 10,301 Est. Cost $5.37 Unrealized +153.9%
DFSE DIMENSIONAL ETF TRUST 0.1%
Value ($000) $116 Shares 3,609 Est. Cost $29.51 Unrealized
MDXG MIMEDX GROUP INC 0.1%
Value ($000) $116 Shares 14,700 Est. Cost $8.35 Unrealized -3.7%
ELF E L F BEAUTY INC 0.1%
Value ($000) $116 Shares 590 Est. Cost $116.40 Unrealized +52.6%
ARRY ARRAY TECHNOLOGIES INC 0.1%
Value ($000) $112 Shares 7,500 Est. Cost $31.78 Unrealized -56.6%
DFUV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $109 Shares 2,670 Est. Cost $34.02 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $109 Shares 386 Est. Cost $220.42 Unrealized +17.0%
TOST TOAST INC 0.1%
Value ($000) $108 Shares 4,350 Est. Cost $20.73 Unrealized -0.1%
INTC INTEL CORP 0.1%
Value ($000) $106 Shares 2,401 Est. Cost $35.92 Unrealized +22.6%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $105 Shares 2,500 Est. Cost $33.17 Unrealized
UNF UNIFIRST CORP MASS 0.1%
Value ($000) $105 Shares 607 Est. Cost $162.31 Unrealized +3.1%
IRM IRON MTN INC DEL 0.1%
Value ($000) $104 Shares 1,300 Est. Cost $56.32 Unrealized +20.8%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $104 Shares 2,671 Est. Cost $34.44 Unrealized
TRMB TRIMBLE INC 0.1%
Value ($000) $103 Shares 1,600 Est. Cost $52.97 Unrealized +7.6%
SUPER MICRO COMPUTER INC CALL JUN 740 0.1%
Value ($000) $101 Shares 100 Est. Cost Unrealized
IEX IDEX CORP 0.1%
Value ($000) $101 Shares 413 Est. Cost $210.26 Unrealized +4.7%
DSMC ETF SER SOLUTIONS 0.1%
Value ($000) $99 Shares 2,681 Est. Cost $36.97 Unrealized
COWZ PACER FDS TR 0.1%
Value ($000) $99 Shares 1,700 Est. Cost $49.43 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $98 Shares 560 Est. Cost $175.53 Unrealized
SPSM SPDR SER TR 0.1%
Value ($000) $98 Shares 2,278 Est. Cost $36.90 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $98 Shares 282 Est. Cost $305.43 Unrealized +16.1%
KO COCA COLA CO 0.1%
Value ($000) $97 Shares 1,592 Est. Cost $55.72 Unrealized +1.8%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $95 Shares 2,191 Est. Cost $41.39 Unrealized -1.8%
TGT TARGET CORP 0.1%
Value ($000) $94 Shares 532 Est. Cost $116.18 Unrealized +22.2%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $94 Shares 595 Est. Cost $144.12 Unrealized -3.5%
ASML ASML HOLDING N V 0.0%
Value ($000) $93 Shares 96 Est. Cost $588.66 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $92 Shares 940 Est. Cost $81.24 Unrealized +6.9%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $90 Shares 1,000 Est. Cost $70.87 Unrealized +14.8%
ONON ON HLDG AG 0.0%
Value ($000) $88 Shares 2,480 Est. Cost $29.13 Unrealized +4.9%
TSLA TESLA INC 0.0%
Value ($000) $88 Shares 498 Est. Cost $225.91 Unrealized -13.5%
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $86 Shares 3,371 Est. Cost $21.42 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $86 Shares 700 Est. Cost $132.75 Unrealized -11.3%
EZU ISHARES INC 0.0%
Value ($000) $85 Shares 1,658 Est. Cost $47.54 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $85 Shares 1,095 Est. Cost $60.59 Unrealized +30.4%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $84 Shares 184 Est. Cost $415.09 Unrealized +0.2%
BLACKROCK INC CALL APR 800 0.0%
Value ($000) $83 Shares 100 Est. Cost Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $83 Shares 55 Est. Cost $1271.76 Unrealized +28.7%
IJS ISHARES TR 0.0%
Value ($000) $83 Shares 804 Est. Cost $89.22 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $82 Shares 3,929 Est. Cost $20.67 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $82 Shares 210 Est. Cost $382.06 Unrealized +21.0%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $80 Shares 250 Est. Cost $155.44 Unrealized +97.0%
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $80 Shares 2,176 Est. Cost $32.61 Unrealized
IPGP IPG PHOTONICS CORP 0.0%
Value ($000) $80 Shares 880 Est. Cost $112.83 Unrealized -16.7%
SLV ISHARES SILVER TR 0.0%
Value ($000) $79 Shares 3,462 Est. Cost $20.34 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $78 Shares 570 Est. Cost $86.90 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $78 Shares 111 Est. Cost $469.45 Unrealized +34.6%
MCK MCKESSON CORP 0.0%
Value ($000) $77 Shares 144 Est. Cost $416.71 Unrealized +20.8%
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $74 Shares 4,000 Est. Cost $16.37 Unrealized +8.5%
AVGE AMERICAN CENTY ETF TR 0.0%
Value ($000) $73 Shares 1,041 Est. Cost $59.06 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $71 Shares 733 Est. Cost $101.86 Unrealized
BRO BROWN & BROWN INC 0.0%
Value ($000) $71 Shares 807 Est. Cost $70.26 Unrealized +13.1%
CALF PACER FDS TR 0.0%
Value ($000) $69 Shares 1,400 Est. Cost $49.16 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $67 Shares 600 Est. Cost $84.67 Unrealized +21.3%
XYL XYLEM INC 0.0%
Value ($000) $67 Shares 522 Est. Cost $100.26 Unrealized +18.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $67 Shares 251 Est. Cost $230.07 Unrealized +7.6%
CMI CUMMINS INC 0.0%
Value ($000) $67 Shares 228 Est. Cost $228.57 Unrealized +8.3%
DIS DISNEY WALT CO 0.0%
Value ($000) $67 Shares 549 Est. Cost $84.15 Unrealized +21.7%
WMT WALMART INC 0.0%
Value ($000) $67 Shares 1,114 Est. Cost $54.26 Unrealized +3.3%
SBUX STARBUCKS CORP 0.0%
Value ($000) $67 Shares 729 Est. Cost $92.46 Unrealized -4.2%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $66 Shares 346 Est. Cost $136.75 Unrealized +20.8%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $66 Shares 200 Est. Cost $345.55 Unrealized -15.1%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $65 Shares 973 Est. Cost $204.30 Unrealized -70.0%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $65 Shares 1,227 Est. Cost $35.34 Unrealized +28.4%
PLD PROLOGIS INC. 0.0%
Value ($000) $65 Shares 500 Est. Cost $114.18 Unrealized +7.1%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $64 Shares 718 Est. Cost $78.72 Unrealized +4.0%
BSEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $64 Shares 1,630 Est. Cost $33.66 Unrealized
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $63 Shares 248 Est. Cost $196.85 Unrealized +17.5%
CSCO CISCO SYS INC 0.0%
Value ($000) $63 Shares 1,264 Est. Cost $50.30 Unrealized -6.1%
SRE SEMPRA 0.0%
Value ($000) $63 Shares 872 Est. Cost $66.61 Unrealized +1.1%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $62 Shares 250 Est. Cost $231.16 Unrealized +1.3%
IPO RENAISSANCE CAP GREENWICH FD 0.0%
Value ($000) $62 Shares 1,500 Est. Cost $31.97 Unrealized
NETFLIX INC CALL APR 560 0.0%
Value ($000) $61 Shares 100 Est. Cost Unrealized
KR KROGER CO 0.0%
Value ($000) $60 Shares 1,056 Est. Cost $44.64 Unrealized +6.0%
SALESFORCE INC CALL APR 300 0.0%
Value ($000) $60 Shares 200 Est. Cost Unrealized
FLAX FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $60 Shares 2,741 Est. Cost $20.35 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $59 Shares 400 Est. Cost $149.18 Unrealized
AON AON PLC 0.0%
Value ($000) $59 Shares 176 Est. Cost $325.28 Unrealized -5.9%
DFAU DIMENSIONAL ETF TRUST 0.0%
Value ($000) $58 Shares 1,593 Est. Cost $27.31 Unrealized
ARISTA NETWORKS INC CALL MAY 280 0.0%
Value ($000) $58 Shares 200 Est. Cost Unrealized
CME CME GROUP INC 0.0%
Value ($000) $57 Shares 267 Est. Cost $180.18 Unrealized +9.5%
SNA SNAP ON INC 0.0%
Value ($000) $57 Shares 192 Est. Cost $253.68 Unrealized +6.4%
AVSE AMERICAN CENTY ETF TR 0.0%
Value ($000) $57 Shares 1,156 Est. Cost $44.87 Unrealized
CSX CSX CORP 0.0%
Value ($000) $57 Shares 1,527 Est. Cost $30.58 Unrealized +16.0%
ISHARES TR 0.0%
Value ($000) $55 Shares 2,353 Est. Cost $23.34 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $54 Shares 105 Est. Cost $436.66 Unrealized +10.3%
ITOT ISHARES TR 0.0%
Value ($000) $54 Shares 469 Est. Cost $94.19 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $54 Shares 407 Est. Cost $133.17 Unrealized -10.8%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $53 Shares 278 Est. Cost $159.49 Unrealized
FN FABRINET 0.0%
Value ($000) $53 Shares 282 Est. Cost $138.67 Unrealized +44.7%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $52 Shares 520 Est. Cost $75.38 Unrealized +8.0%
XTJL INNOVATOR ETFS TRUST 0.0%
Value ($000) $52 Shares 1,688 Est. Cost $29.44 Unrealized
XTJA INNOVATOR ETFS TRUST 0.0%
Value ($000) $52 Shares 2,014 Est. Cost $24.10 Unrealized
XTOC INNOVATOR ETFS TRUST 0.0%
Value ($000) $52 Shares 1,861 Est. Cost $26.61 Unrealized
APPLE INC CALL APR 180 0.0%
Value ($000) $51 Shares 300 Est. Cost Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $51 Shares 1,080 Est. Cost $39.01 Unrealized +1.0%
XTAP INNOVATOR ETFS TRUST 0.0%
Value ($000) $50 Shares 1,623 Est. Cost $30.29 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $49 Shares 720 Est. Cost $57.74 Unrealized +24.0%
AVES AMERICAN CENTY ETF TR 0.0%
Value ($000) $49 Shares 1,031 Est. Cost $43.92 Unrealized
USRT ISHARES TR 0.0%
Value ($000) $48 Shares 900 Est. Cost $47.18 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $48 Shares 195 Est. Cost $200.64 Unrealized
UAUG INNOVATOR ETFS TRUST 0.0%
Value ($000) $48 Shares 1,455 Est. Cost $30.74 Unrealized
RHI ROBERT HALF INC. 0.0%
Value ($000) $46 Shares 586 Est. Cost $75.87 Unrealized +6.2%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $46 Shares 912 Est. Cost $43.72 Unrealized
DAR DARLING INGREDIENTS INC 0.0%
Value ($000) $46 Shares 980 Est. Cost $70.41 Unrealized -37.5%
PII POLARIS INC 0.0%
Value ($000) $45 Shares 445 Est. Cost $118.80 Unrealized -22.7%
CDW CDW CORP 0.0%
Value ($000) $44 Shares 173 Est. Cost $193.29 Unrealized +19.8%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $44 Shares 154 Est. Cost $118.33 Unrealized +33.3%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $44 Shares 127 Est. Cost $272.31 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $44 Shares 182 Est. Cost $195.69 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $44 Shares 750 Est. Cost $53.44 Unrealized +2.8%
RMBS RAMBUS INC DEL 0.0%
Value ($000) $43 Shares 703 Est. Cost $56.74 Unrealized +11.5%
AVXL ANAVEX LIFE SCIENCES CORP 0.0%
Value ($000) $43 Shares 8,500 Est. Cost $7.96 Unrealized -29.3%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $43 Shares 82 Est. Cost $414.90 Unrealized
MICROSOFT CORP CALL MAY 425 0.0%
Value ($000) $42 Shares 100 Est. Cost $420.72 Unrealized
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $42 Shares 1,125 Est. Cost $38.74 Unrealized -6.4%
PRGS PROGRESS SOFTWARE CORP 0.0%
Value ($000) $41 Shares 775 Est. Cost $58.57 Unrealized -6.2%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $41 Shares 161 Est. Cost $205.00 Unrealized +16.0%
DOV DOVER CORP 0.0%
Value ($000) $41 Shares 231 Est. Cost $140.34 Unrealized +12.3%
BBJP J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $41 Shares 698 Est. Cost $50.24 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $41 Shares 501 Est. Cost $71.33 Unrealized
ICLR ICON PLC 0.0%
Value ($000) $40 Shares 120 Est. Cost $252.02 Unrealized +17.0%
BRLT BRILLIANT EARTH GROUP INC 0.0%
Value ($000) $40 Shares 13,300 Est. Cost $4.69 Unrealized -42.3%
LAM RESEARCH CORP 0.0%
Value ($000) $39 Shares 40 Est. Cost $626.77 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $38 Shares 600 Est. Cost $43.21 Unrealized +21.6%
O REALTY INCOME CORP 0.0%
Value ($000) $38 Shares 700 Est. Cost $50.15 Unrealized -3.0%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $37 Shares 3,400 Est. Cost $20.49 Unrealized -29.7%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $37 Shares 375 Est. Cost $82.19 Unrealized +8.9%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $37 Shares 5,000 Est. Cost $8.46 Unrealized -6.1%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $36 Shares 158 Est. Cost $189.07 Unrealized
ADVANCED MICRO DEVICES INC CALL APR 210 0.0%
Value ($000) $36 Shares 200 Est. Cost Unrealized
AMAZON COM INC CALL MAY 180 0.0%
Value ($000) $36 Shares 200 Est. Cost Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $36 Shares 143 Est. Cost $208.24 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $35 Shares 215 Est. Cost $138.99 Unrealized +8.9%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $35 Shares 500 Est. Cost $67.21 Unrealized +2.5%
CRH CRH PLC 0.0%
Value ($000) $35 Shares 400 Est. Cost $56.24 Unrealized +32.8%
BNOV INNOVATOR ETFS TRUST 0.0%
Value ($000) $34 Shares 940 Est. Cost $32.73 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $34 Shares 1,357 Est. Cost $24.17 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $34 Shares 800 Est. Cost $40.15 Unrealized -3.1%
PLAB PHOTRONICS INC 0.0%
Value ($000) $34 Shares 1,200 Est. Cost $23.36 Unrealized +27.4%
GATX GATX CORP 0.0%
Value ($000) $34 Shares 252 Est. Cost $115.95 Unrealized +5.3%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $34 Shares 200 Est. Cost $148.04 Unrealized +15.0%
BRT BRT APARTMENTS CORP 0.0%
Value ($000) $34 Shares 2,000 Est. Cost $17.27 Unrealized
BRKR BRUKER CORP 0.0%
Value ($000) $33 Shares 354 Est. Cost $66.65 Unrealized +19.8%
HESS CORP 0.0%
Value ($000) $33 Shares 214 Est. Cost $153.00 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $33 Shares 422 Est. Cost $76.23 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $32 Shares 126 Est. Cost $214.91 Unrealized +3.3%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $32 Shares 1,700 Est. Cost $17.66 Unrealized -8.7%
EATON CORP PLC CALL APR 300 0.0%
Value ($000) $31 Shares 100 Est. Cost Unrealized
HAS HASBRO INC 0.0%
Value ($000) $31 Shares 553 Est. Cost $59.60 Unrealized -20.9%
POWERSCHOOL HOLDINGS INC 0.0%
Value ($000) $30 Shares 1,398 Est. Cost $22.66 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $29 Shares 500 Est. Cost $40.69 Unrealized +23.2%
COP CONOCOPHILLIPS 0.0%
Value ($000) $29 Shares 227 Est. Cost $107.88 Unrealized -0.2%
PALO ALTO NETWORKS INC CALL MAY 350 0.0%
Value ($000) $28 Shares 100 Est. Cost Unrealized
DFSD DIMENSIONAL ETF TRUST 0.0%
Value ($000) $28 Shares 600 Est. Cost $46.24 Unrealized
IVZ INVESCO LTD 0.0%
Value ($000) $28 Shares 1,700 Est. Cost $14.36 Unrealized +3.0%
VISA INC CALL MAY 285 0.0%
Value ($000) $28 Shares 100 Est. Cost Unrealized
TTC TORO CO 0.0%
Value ($000) $28 Shares 304 Est. Cost $96.33 Unrealized -4.3%
IBHF ISHARES TR 0.0%
Value ($000) $28 Shares 1,196 Est. Cost $23.06 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $27 Shares 420 Est. Cost $60.25 Unrealized -4.4%
EWU ISHARES TR 0.0%
Value ($000) $27 Shares 797 Est. Cost $33.05 Unrealized
AI C3 AI INC 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $33.38 Unrealized -15.9%
HUN HUNTSMAN CORP 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $27.11 Unrealized -8.5%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $26 Shares 200 Est. Cost $128.40 Unrealized
CELH CELSIUS HLDGS INC 0.0%
Value ($000) $25 Shares 300 Est. Cost $53.37 Unrealized +28.5%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.0%
Value ($000) $25 Shares 452 Est. Cost $53.72 Unrealized +2.2%
D DOMINION ENERGY INC 0.0%
Value ($000) $25 Shares 500 Est. Cost $44.04 Unrealized -3.2%
CIEN CIENA CORP 0.0%
Value ($000) $25 Shares 497 Est. Cost $44.08 Unrealized +19.7%
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $24 Shares 100 Est. Cost $213.56 Unrealized +3.6%
SYK STRYKER CORPORATION 0.0%
Value ($000) $24 Shares 67 Est. Cost $280.01 Unrealized +18.0%
IJJ ISHARES TR 0.0%
Value ($000) $24 Shares 200 Est. Cost $100.93 Unrealized
MDYG SPDR SER TR 0.0%
Value ($000) $24 Shares 270 Est. Cost $69.14 Unrealized
TECH BIO-TECHNE CORP 0.0%
Value ($000) $23 Shares 332 Est. Cost $78.07 Unrealized -9.2%
EBAY EBAY INC. 0.0%
Value ($000) $23 Shares 442 Est. Cost $42.68 Unrealized +3.0%
DFAR DIMENSIONAL ETF TRUST 0.0%
Value ($000) $23 Shares 1,039 Est. Cost $19.52 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $23 Shares 369 Est. Cost $74.59 Unrealized -26.5%
JULJ INNOVATOR ETFS TRUST 0.0%
Value ($000) $23 Shares 925 Est. Cost $24.90 Unrealized
NULG NUSHARES ETF TR 0.0%
Value ($000) $23 Shares 301 Est. Cost $76.28 Unrealized
SGI TEMPUR SEALY INTL INC 0.0%
Value ($000) $23 Shares 400 Est. Cost $44.33 Unrealized +17.5%
PATH UIPATH INC 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $16.65 Unrealized +40.5%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $22 Shares 111 Est. Cost $176.96 Unrealized +5.3%
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $22 Shares 100 Est. Cost $201.05 Unrealized
FLCA FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $21 Shares 615 Est. Cost $30.11 Unrealized
GRBK GREEN BRICK PARTNERS INC 0.0%
Value ($000) $21 Shares 350 Est. Cost $49.98 Unrealized +7.3%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $21 Shares 400 Est. Cost $51.72 Unrealized -4.1%
AL AIR LEASE CORP 0.0%
Value ($000) $21 Shares 400 Est. Cost $39.40 Unrealized +5.0%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $20 Shares 200 Est. Cost $97.84 Unrealized -0.5%
UNP UNION PAC CORP 0.0%
Value ($000) $20 Shares 83 Est. Cost $206.15 Unrealized +14.3%
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $19.35 Unrealized
AVIV AMERICAN CENTY ETF TR 0.0%
Value ($000) $20 Shares 370 Est. Cost $48.14 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $20 Shares 80 Est. Cost $220.19 Unrealized +9.7%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $19 Shares 939 Est. Cost $20.11 Unrealized
EWL ISHARES INC 0.0%
Value ($000) $19 Shares 401 Est. Cost $48.27 Unrealized
ATKR ATKORE INC 0.0%
Value ($000) $19 Shares 100 Est. Cost $145.61 Unrealized +6.1%
AVGV AMERICAN CENTY ETF TR 0.0%
Value ($000) $19 Shares 310 Est. Cost $51.20 Unrealized
ATLANTICA SUSTAINABLE INFR P 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $19.10 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $18 Shares 32 Est. Cost $447.51 Unrealized +23.0%
NULV NUSHARES ETF TR 0.0%
Value ($000) $18 Shares 470 Est. Cost $38.86 Unrealized
COLM COLUMBIA SPORTSWEAR CO 0.0%
Value ($000) $18 Shares 224 Est. Cost $71.45 Unrealized +7.5%
CCL CARNIVAL CORP 0.0%
Value ($000) $18 Shares 1,110 Est. Cost $16.56 Unrealized -1.8%
NUDM NUSHARES ETF TR 0.0%
Value ($000) $17 Shares 561 Est. Cost $31.07 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $17 Shares 250 Est. Cost $65.76 Unrealized
QRHC QUEST RESOURCE HLDG CORP 0.0%
Value ($000) $17 Shares 2,000 Est. Cost $7.23 Unrealized -1.4%
IWR ISHARES TR 0.0%
Value ($000) $17 Shares 200 Est. Cost $69.25 Unrealized
GTLS CHART INDS INC 0.0%
Value ($000) $16 Shares 100 Est. Cost $168.15 Unrealized -20.1%
DFCF DIMENSIONAL ETF TRUST 0.0%
Value ($000) $16 Shares 374 Est. Cost $40.37 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $16 Shares 30 Est. Cost $432.04 Unrealized +19.5%
RIO RIO TINTO PLC 0.0%
Value ($000) $15 Shares 243 Est. Cost $63.64 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $15 Shares 159 Est. Cost $83.56 Unrealized +5.9%
CXT CRANE NXT CO 0.0%
Value ($000) $15 Shares 247 Est. Cost $56.45 Unrealized +1.6%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $15 Shares 61 Est. Cost $274.86 Unrealized -15.4%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $15 Shares 80 Est. Cost $143.77 Unrealized +26.2%
IR INGERSOLL RAND INC 0.0%
Value ($000) $14 Shares 151 Est. Cost $66.38 Unrealized +28.6%
ZALT INNOVATOR ETFS TRUST 0.0%
Value ($000) $14 Shares 521 Est. Cost $27.41 Unrealized
PAGS PAGSEGURO DIGITAL LTD 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $9.41 Unrealized +40.6%
SMTC SEMTECH CORP 0.0%
Value ($000) $14 Shares 500 Est. Cost $21.36 Unrealized 0.0%
LIN LINDE PLC 0.0%
Value ($000) $13 Shares 29 Est. Cost $369.03 Unrealized +14.4%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $13 Shares 32 Est. Cost $349.73 Unrealized +20.9%
NUBD NUSHARES ETF TR 0.0%
Value ($000) $13 Shares 593 Est. Cost $21.97 Unrealized
EPR EPR PPTYS 0.0%
Value ($000) $13 Shares 300 Est. Cost $42.15 Unrealized
DFIP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $13 Shares 307 Est. Cost $39.77 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $73.62 Unrealized +22.0%
BBAX J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $12 Shares 240 Est. Cost $49.51 Unrealized
BA BOEING CO 0.0%
Value ($000) $11 Shares 58 Est. Cost $213.89 Unrealized -3.9%
SHLS SHOALS TECHNOLOGIES GROUP IN 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $22.26 Unrealized -38.2%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $11 Shares 2,368 Est. Cost $5.45 Unrealized
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $11 Shares 3,428 Est. Cost $8.97 Unrealized
BHP BHP GROUP LTD 0.0%
Value ($000) $10 Shares 180 Est. Cost $56.88 Unrealized
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $10 Shares 149 Est. Cost $60.14 Unrealized -1.2%
DFAI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $10 Shares 326 Est. Cost $26.13 Unrealized
CSGP COSTAR GROUP INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $82.85 Unrealized +3.9%
EDIT EDITAS MEDICINE INC 0.0%
Value ($000) $10 Shares 1,300 Est. Cost $8.58 Unrealized -3.1%
ZS ZSCALER INC 0.0%
Value ($000) $10 Shares 50 Est. Cost $149.95 Unrealized +49.2%
ODD ODDITY TECH LTD 0.0%
Value ($000) $10 Shares 220 Est. Cost $42.41 Unrealized +1.8%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $9 Shares 70 Est. Cost $127.23 Unrealized -1.6%
BIOMERICA INC 0.0%
Value ($000) $9 Shares 10,500 Est. Cost $4.00 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $9 Shares 174 Est. Cost $41.42 Unrealized
T AT&T INC 0.0%
Value ($000) $8 Shares 458 Est. Cost $14.21 Unrealized +9.9%
MPC MARATHON PETE CORP 0.0%
Value ($000) $8 Shares 40 Est. Cost $132.62 Unrealized +23.9%
GNSS GENASYS INC 0.0%
Value ($000) $8 Shares 3,400 Est. Cost $2.76 Unrealized -33.2%
LSF LAIRD SUPERFOOD INC 0.0%
Value ($000) $8 Shares 3,279 Est. Cost $0.91 Unrealized
HEI HEICO CORP NEW 0.0%
Value ($000) $8 Shares 40 Est. Cost $169.70 Unrealized +9.4%
PAYO PAYONEER GLOBAL INC 0.0%
Value ($000) $8 Shares 1,550 Est. Cost $4.87 Unrealized 0.0%
TWLO TWILIO INC 0.0%
Value ($000) $7 Shares 120 Est. Cost $62.32 Unrealized +5.7%
SPTS SPDR SER TR 0.0%
Value ($000) $7 Shares 251 Est. Cost $28.72 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $7 Shares 116 Est. Cost $52.49 Unrealized
BALT INNOVATOR ETFS TRUST 0.0%
Value ($000) $7 Shares 246 Est. Cost $28.57 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $191.85 Unrealized -62.4%
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $7 Shares 121 Est. Cost $57.60 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $7 Shares 153 Est. Cost $30.24 Unrealized +25.7%
ILF ISHARES TR 0.0%
Value ($000) $7 Shares 240 Est. Cost $25.56 Unrealized
NUEM NUSHARES ETF TR 0.0%
Value ($000) $7 Shares 248 Est. Cost $27.50 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $7 Shares 64 Est. Cost $87.14 Unrealized +8.5%
CNDT CONDUENT INC 0.0%
Value ($000) $7 Shares 2,000 Est. Cost $3.34 Unrealized +4.0%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $7 Shares 25 Est. Cost $84.28 Unrealized +113.5%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $6 Shares 30 Est. Cost $192.47 Unrealized
MP MP MATERIALS CORP 0.0%
Value ($000) $6 Shares 426 Est. Cost $20.07 Unrealized -21.2%
LITHIUM AMERICAS ARGENTINA C 0.0%
Value ($000) $6 Shares 900 Est. Cost $6.40 Unrealized
ACWV ISHARES INC 0.0%
Value ($000) $6 Shares 57 Est. Cost $95.42 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $6 Shares 142 Est. Cost $33.44 Unrealized
PCRX PACIRA BIOSCIENCES INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $36.04 Unrealized -14.8%
META META PLATFORMS INC 0.0%
Value ($000) $6 Shares 12 Est. Cost $299.21 Unrealized +48.1%
HASI HANNON ARMSTRONG SUST INFR C 0.0%
Value ($000) $6 Shares 203 Est. Cost $20.72 Unrealized +7.8%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $6 Shares 22 Est. Cost $41.57 Unrealized +11.4%
UNILEVER PLC 0.0%
Value ($000) $6 Shares 113 Est. Cost $48.48 Unrealized
STIP ISHARES TR 0.0%
Value ($000) $6 Shares 57 Est. Cost $96.92 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $6 Shares 134 Est. Cost $39.21 Unrealized
PETIQ INC 0.0%
Value ($000) $5 Shares 300 Est. Cost $19.70 Unrealized
ASUR ASURE SOFTWARE INC 0.0%
Value ($000) $5 Shares 700 Est. Cost $12.10 Unrealized -25.9%
MGNI MAGNITE INC 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.78 Unrealized -7.3%
CDNA CAREDX INC 0.0%
Value ($000) $5 Shares 500 Est. Cost $9.24 Unrealized +8.3%
APPN APPIAN CORP 0.0%
Value ($000) $5 Shares 132 Est. Cost $47.90 Unrealized -27.6%
SPTM SPDR SER TR 0.0%
Value ($000) $5 Shares 80 Est. Cost $52.49 Unrealized
AVSC AMERICAN CENTY ETF TR 0.0%
Value ($000) $5 Shares 97 Est. Cost $52.36 Unrealized
AAXJ ISHARES TR 0.0%
Value ($000) $5 Shares 73 Est. Cost $67.34 Unrealized
AMRC AMERESCO INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $48.33 Unrealized -53.6%
MIDD MIDDLEBY CORP 0.0%
Value ($000) $5 Shares 30 Est. Cost $142.09 Unrealized +3.7%
RCEL AVITA MEDICAL INC 0.0%
Value ($000) $5 Shares 300 Est. Cost $16.92 Unrealized -4.4%
PFE PFIZER INC 0.0%
Value ($000) $5 Shares 171 Est. Cost $36.42 Unrealized -32.3%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $5 Shares 300 Est. Cost $23.34 Unrealized -22.3%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $4 Shares 8 Est. Cost $391.41 Unrealized +27.4%
NUHY NUSHARES ETF TR 0.0%
Value ($000) $4 Shares 206 Est. Cost $21.12 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $4 Shares 44 Est. Cost $75.86 Unrealized +10.9%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $4 Shares 8 Est. Cost $427.50 Unrealized
FTRE FORTREA HLDGS INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $29.59 Unrealized +17.2%
OUST OUSTER INC 0.0%
Value ($000) $4 Shares 500 Est. Cost $5.54 Unrealized +2.8%
DOCU DOCUSIGN INC 0.0%
Value ($000) $4 Shares 66 Est. Cost $45.87 Unrealized +23.1%
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $4 Shares 52 Est. Cost $72.33 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 48 Est. Cost $45.68 Unrealized +57.1%
EASTERLY GOVT PPTYS INC 0.0%
Value ($000) $4 Shares 320 Est. Cost $12.66 Unrealized
BAND BANDWIDTH INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $13.63 Unrealized +15.5%
EIX EDISON INTL 0.0%
Value ($000) $4 Shares 50 Est. Cost $62.39 Unrealized +0.3%
ORCL ORACLE CORP 0.0%
Value ($000) $4 Shares 28 Est. Cost $112.78 Unrealized -0.4%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $4 Shares 560 Est. Cost $8.17 Unrealized -33.2%
VRDN VIRIDIAN THERAPEUTICS INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $19.08 Unrealized +1.6%
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $3 Shares 80 Est. Cost $44.62 Unrealized +6.8%
DFAE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $3 Shares 136 Est. Cost $22.59 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $3 Shares 19 Est. Cost $158.88 Unrealized -0.6%
AVNM AMERICAN CENTY ETF TR 0.0%
Value ($000) $3 Shares 57 Est. Cost $53.72 Unrealized
RUN SUNRUN INC 0.0%
Value ($000) $3 Shares 229 Est. Cost $12.69 Unrealized +8.3%
REDFIN CORP 0.0%
Value ($000) $3 Shares 450 Est. Cost $7.04 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $3 Shares 1 Est. Cost $38.99 Unrealized +31.2%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $3 Shares 8 Est. Cost $262.23 Unrealized +19.5%
U UNITY SOFTWARE INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $38.51 Unrealized -18.4%
NUSC NUSHARES ETF TR 0.0%
Value ($000) $3 Shares 64 Est. Cost $41.59 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $3 Shares 49 Est. Cost $58.29 Unrealized -16.1%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $3 Shares 39 Est. Cost $69.41 Unrealized -4.0%
AMBA AMBARELLA INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $70.22 Unrealized -22.3%
GIS GENERAL MLS INC 0.0%
Value ($000) $3 Shares 36 Est. Cost $64.57 Unrealized -6.2%
ECL ECOLAB INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $177.30 Unrealized +17.3%
WSO WATSCO INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $361.55 Unrealized +11.1%
SLYG SPDR SER TR 0.0%
Value ($000) $2 Shares 24 Est. Cost $73.25 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $151.64 Unrealized -10.0%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $2 Shares 35 Est. Cost $56.82 Unrealized +1.2%
GH GUARDANT HEALTH INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $35.16 Unrealized -39.0%
OC OWENS CORNING NEW 0.0%
Value ($000) $2 Shares 12 Est. Cost $137.41 Unrealized +11.0%
DOMA HOLDINGS INC 0.0%
Value ($000) $2 Shares 400 Est. Cost $5.08 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $2 Shares 7 Est. Cost $219.09 Unrealized +7.9%
VGSR MANAGER DIRECTED PORTFOLIOS 0.0%
Value ($000) $2 Shares 178 Est. Cost $9.80 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $2 Shares 11 Est. Cost $144.49 Unrealized -4.8%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $392.65 Unrealized +8.8%
FUSION FUEL GREEN PLC 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $0.92 Unrealized
TE FREYR BATTERY INC 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $1.58 Unrealized 0.0%
BYND BEYOND MEAT INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $7.86 Unrealized -2.1%
MAS MASCO CORP 0.0%
Value ($000) $2 Shares 20 Est. Cost $55.30 Unrealized +26.1%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $29.88 Unrealized -4.5%
TPICQ TPI COMPOSITES INC 0.0%
Value ($000) $1 Shares 500 Est. Cost $6.12 Unrealized -51.9%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $1 Shares 10 Est. Cost $98.44 Unrealized +24.7%
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $205.30 Unrealized +16.3%
INVZ INNOVIZ TECHNOLOGIES LTD 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.92 Unrealized -12.4%
BB BLACKBERRY LTD 0.0%
Value ($000) $1 Shares 455 Est. Cost $4.91 Unrealized -40.5%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $1 Shares 26 Est. Cost $44.19 Unrealized -1.1%
POOL POOL CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $351.91 Unrealized +8.0%
TBIL RBB FD INC 0.0%
Value ($000) $1 Shares 23 Est. Cost $50.04 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $1 Shares 41 Est. Cost $25.21 Unrealized -4.7%
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value ($000) $1 Shares 9 Est. Cost $21.95 Unrealized +12.2%
SO SOUTHERN CO 0.0%
Value ($000) $1 Shares 14 Est. Cost $63.78 Unrealized +1.5%
PLUG PLUG POWER INC 0.0%
Value ($000) $1 Shares 272 Est. Cost $5.24 Unrealized -29.1%
SUNPOWER CORP 0.0%
Value ($000) $1 Shares 289 Est. Cost $4.83 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $175.00 Unrealized +15.6%
SERES THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $2.38 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $1 Shares 20 Est. Cost $30.50 Unrealized +7.5%
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $1 Shares 388 Est. Cost $2.34 Unrealized
SCI SERVICE CORP INTL 0.0%
Value ($000) $1 Shares 9 Est. Cost $63.17 Unrealized +11.7%
AES AES CORP 0.0%
Value ($000) $1 Shares 34 Est. Cost $17.00 Unrealized -10.4%
POR PORTLAND GEN ELEC CO 0.0%
Value ($000) $1 Shares 14 Est. Cost $40.46 Unrealized -7.1%
CMS CMS ENERGY CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $53.74 Unrealized +1.8%
FTC SOLAR INC 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.28 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $51.21 Unrealized -8.0%
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $1 Shares 7 Est. Cost $71.78 Unrealized -9.2%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $1 Shares 2 Est. Cost $194.07 Unrealized +22.5%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $0 Shares 10 Est. Cost $42.32 Unrealized -4.4%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $0 Shares 2 Est. Cost $156.02 Unrealized +22.4%
SYNAPTOGENIX INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $0.44 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $0 Shares 11 Est. Cost $33.53 Unrealized -11.9%
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 4 Est. Cost $57.25 Unrealized
LUCID GROUP INC 0.0%
Value ($000) $0 Shares 45 Est. Cost $5.60 Unrealized
PALISADE BIO INC 0.0%
Value ($000) $0 Shares 299 Est. Cost $0.58 Unrealized
EFSC ENTERPRISE FINL SVCS CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $37.72 Unrealized +3.9%