Delta Investment Management, LLC Diversified Active

CIK: 0001757043 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 15, 2024

Total Value ($000): $490,628 (100.0% shares, 0.0% debt)

Holdings (243)

SFLR INNOVATOR ETFS TRUST 8.0%
Value ($000) $39,195 Shares 1,232,165 Est. Cost $30.18 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 5.0%
Value ($000) $24,714 Shares 418,743 Est. Cost $57.85 Unrealized
ACIO ETF SER SOLUTIONS 5.0%
Value ($000) $24,672 Shares 620,828 Est. Cost $39.70 Unrealized
SHV ISHARES TR 5.0%
Value ($000) $24,518 Shares 221,620 Est. Cost $110.45 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 4.4%
Value ($000) $21,717 Shares 395,357 Est. Cost $49.36 Unrealized
BSJP INVESCO EXCH TRD SLF IDX FD 3.5%
Value ($000) $17,396 Shares 752,429 Est. Cost $23.06 Unrealized
MSFT MICROSOFT CORP 3.0%
Value ($000) $14,732 Shares 34,237 Est. Cost $221.57 Unrealized +91.0%
AAPL APPLE INC 3.0%
Value ($000) $14,620 Shares 62,747 Est. Cost $98.44 Unrealized +125.5%
IVV ISHARES TR 2.8%
Value ($000) $13,847 Shares 24,005 Est. Cost $503.79 Unrealized
BIL SPDR SER TR 2.6%
Value ($000) $12,585 Shares 137,081 Est. Cost $91.79 Unrealized
FBCG FIDELITY COVINGTON TRUST 2.5%
Value ($000) $12,463 Shares 291,389 Est. Cost $42.77 Unrealized
GOOG ALPHABET INC 2.2%
Value ($000) $10,979 Shares 65,670 Est. Cost $109.54 Unrealized +53.6%
TDG TRANSDIGM GROUP INC 2.2%
Value ($000) $10,840 Shares 7,596 Est. Cost $323.24 Unrealized +256.5%
AMZN AMAZON COM INC 2.1%
Value ($000) $10,535 Shares 56,541 Est. Cost $122.81 Unrealized +48.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.0%
Value ($000) $10,006 Shares 21,739 Est. Cost $221.53 Unrealized +99.6%
DMLP DORCHESTER MINERALS LP 1.8%
Value ($000) $9,062 Shares 300,565 Est. Cost $17.58 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 1.8%
Value ($000) $8,985 Shares 308,671 Est. Cost $24.39 Unrealized
BSJQ INVESCO EXCH TRD SLF IDX FD 1.7%
Value ($000) $8,365 Shares 356,620 Est. Cost $23.45 Unrealized
GOOGL ALPHABET INC 1.2%
Value ($000) $6,106 Shares 36,816 Est. Cost $108.80 Unrealized +53.2%
JEPI J P MORGAN EXCHANGE TRADED F 1.2%
Value ($000) $5,768 Shares 96,933 Est. Cost $56.47 Unrealized
TLT ISHARES TR 1.1%
Value ($000) $5,383 Shares 54,869 Est. Cost $98.10 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 1.0%
Value ($000) $4,908 Shares 141,080 Est. Cost $31.99 Unrealized
SPY SPDR S&P 500 ETF TR 1.0%
Value ($000) $4,903 Shares 8,546 Est. Cost $362.33 Unrealized
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $4,755 Shares 39,153 Est. Cost $95.78 Unrealized +23.3%
SIXJ AIM ETF PRODUCTS TRUST 0.9%
Value ($000) $4,414 Shares 150,146 Est. Cost $29.40 Unrealized
PYLD PIMCO ETF TR 0.9%
Value ($000) $4,172 Shares 156,532 Est. Cost $25.66 Unrealized
WMT WALMART INC 0.7%
Value ($000) $3,356 Shares 41,558 Est. Cost $51.68 Unrealized +40.3%
HCMT DIREXION SHS ETF TR 0.7%
Value ($000) $3,200 Shares 90,773 Est. Cost $28.16 Unrealized
GBIL GOLDMAN SACHS ETF TR 0.6%
Value ($000) $3,177 Shares 31,677 Est. Cost $100.19 Unrealized
LBRDA LIBERTY BROADBAND CORP 0.6%
Value ($000) $3,107 Shares 40,447 Est. Cost $102.40 Unrealized -44.3%
QQQ INVESCO QQQ TR 0.6%
Value ($000) $3,000 Shares 6,147 Est. Cost $397.17 Unrealized
ABNB AIRBNB INC 0.6%
Value ($000) $2,947 Shares 23,243 Est. Cost $129.67 Unrealized 0.0%
JPST J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $2,861 Shares 56,385 Est. Cost $50.30 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $2,845 Shares 15,880 Est. Cost $141.93 Unrealized
CRM SALESFORCE INC 0.6%
Value ($000) $2,799 Shares 10,225 Est. Cost $210.14 Unrealized +20.8%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $2,525 Shares 17,143 Est. Cost $90.48 Unrealized +54.7%
WDAY WORKDAY INC 0.5%
Value ($000) $2,510 Shares 10,271 Est. Cost $240.75 Unrealized -1.9%
CEF SPROTT PHYSICAL GOLD & SILVE 0.5%
Value ($000) $2,466 Shares 100,710 Est. Cost $18.52 Unrealized
V VISA INC 0.5%
Value ($000) $2,369 Shares 8,615 Est. Cost $202.35 Unrealized +32.3%
MSCI MSCI INC 0.5%
Value ($000) $2,338 Shares 4,012 Est. Cost $486.44 Unrealized +9.6%
TSLA TESLA INC 0.5%
Value ($000) $2,290 Shares 8,754 Est. Cost $255.48 Unrealized -10.7%
ZSEP INNOVATOR ETFS TRUST 0.5%
Value ($000) $2,252 Shares 90,542 Est. Cost $24.87 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $2,099 Shares 12,117 Est. Cost $125.71 Unrealized +30.6%
IWM ISHARES TR 0.4%
Value ($000) $2,085 Shares 9,437 Est. Cost $220.90 Unrealized
SPYI NEOS ETF TRUST 0.4%
Value ($000) $2,077 Shares 40,547 Est. Cost $49.01 Unrealized
VPC ETFIS SER TR I 0.4%
Value ($000) $2,014 Shares 90,122 Est. Cost $22.53 Unrealized
GPIX GOLDMAN SACHS ETF TR 0.4%
Value ($000) $1,888 Shares 38,463 Est. Cost $47.01 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,769 Shares 32,467 Est. Cost $51.62 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,722 Shares 14,692 Est. Cost $69.92 Unrealized +57.4%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,591 Shares 9,820 Est. Cost $130.33 Unrealized +17.1%
LBRDK LIBERTY BROADBAND CORP 0.3%
Value ($000) $1,584 Shares 20,500 Est. Cost $57.82 Unrealized 0.0%
CAT CATERPILLAR INC 0.3%
Value ($000) $1,564 Shares 3,998 Est. Cost $141.32 Unrealized +139.7%
LLY ELI LILLY & CO 0.3%
Value ($000) $1,536 Shares 1,734 Est. Cost $462.12 Unrealized +92.7%
BIZD VANECK ETF TRUST 0.3%
Value ($000) $1,511 Shares 91,274 Est. Cost $16.95 Unrealized
QFLR INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,503 Shares 54,529 Est. Cost $27.49 Unrealized
TOTL SSGA ACTIVE ETF TR 0.3%
Value ($000) $1,491 Shares 36,023 Est. Cost $42.84 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,465 Shares 2,505 Est. Cost $473.27 Unrealized +15.9%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $1,458 Shares 2,953 Est. Cost $357.83 Unrealized +29.0%
RDVI FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1,454 Shares 59,013 Est. Cost $21.86 Unrealized
PREF PRINCIPAL EXCHANGE TRADED FD 0.3%
Value ($000) $1,435 Shares 76,301 Est. Cost $17.28 Unrealized
SPHY SPDR SER TR 0.3%
Value ($000) $1,416 Shares 58,865 Est. Cost $22.79 Unrealized
VDE VANGUARD WORLD FD 0.3%
Value ($000) $1,392 Shares 11,367 Est. Cost $117.93 Unrealized
ETN EATON CORP PLC 0.3%
Value ($000) $1,359 Shares 4,099 Est. Cost $161.07 Unrealized +87.0%
GLD SPDR GOLD TR 0.3%
Value ($000) $1,323 Shares 5,444 Est. Cost $172.04 Unrealized
LW LAMB WESTON HLDGS INC 0.3%
Value ($000) $1,306 Shares 20,167 Est. Cost $63.91 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $1,253 Shares 5,941 Est. Cost $112.53 Unrealized +82.1%
META META PLATFORMS INC 0.2%
Value ($000) $1,226 Shares 2,141 Est. Cost $320.05 Unrealized +60.0%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,169 Shares 5,286 Est. Cost $106.54 Unrealized +77.4%
MET METLIFE INC 0.2%
Value ($000) $1,164 Shares 14,115 Est. Cost $42.21 Unrealized +70.3%
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $1,100 Shares 14,642 Est. Cost $37.76 Unrealized +86.4%
PJUL INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,073 Shares 26,512 Est. Cost $32.94 Unrealized
LOW LOWES COS INC 0.2%
Value ($000) $1,055 Shares 3,894 Est. Cost $190.22 Unrealized +24.1%
O REALTY INCOME CORP 0.2%
Value ($000) $1,055 Shares 16,628 Est. Cost $48.63 Unrealized +13.1%
MAIN MAIN STR CAP CORP 0.2%
Value ($000) $1,039 Shares 20,717 Est. Cost $47.19 Unrealized +5.9%
FPH FIVE POINT HOLDINGS LLC 0.2%
Value ($000) $1,004 Shares 241,811 Est. Cost $5.73 Unrealized -44.5%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $937 Shares 3,342 Est. Cost $179.52 Unrealized +58.2%
NOW SERVICENOW INC 0.2%
Value ($000) $910 Shares 1,018 Est. Cost $128.85 Unrealized +27.6%
JPIE J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $888 Shares 19,141 Est. Cost $46.96 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $878 Shares 3,889 Est. Cost $117.70 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $859 Shares 4,981 Est. Cost $151.20 Unrealized +4.5%
EWBC EAST WEST BANCORP INC 0.2%
Value ($000) $821 Shares 9,928 Est. Cost $62.49 Unrealized +23.3%
CSCO CISCO SYS INC 0.2%
Value ($000) $800 Shares 15,039 Est. Cost $43.21 Unrealized +8.3%
MINT PIMCO ETF TR 0.2%
Value ($000) $796 Shares 7,907 Est. Cost $100.69 Unrealized
XHB SPDR SER TR 0.2%
Value ($000) $788 Shares 6,327 Est. Cost $96.33 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $773 Shares 6,807 Est. Cost $78.76 Unrealized +43.4%
ABBV ABBVIE INC 0.2%
Value ($000) $748 Shares 3,786 Est. Cost $70.69 Unrealized +152.8%
MCD MCDONALDS CORP 0.2%
Value ($000) $746 Shares 2,450 Est. Cost $172.29 Unrealized +54.8%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.1%
Value ($000) $727 Shares 4,465 Est. Cost $92.17 Unrealized +60.5%
SU SUNCOR ENERGY INC NEW 0.1%
Value ($000) $726 Shares 19,676 Est. Cost $25.82 Unrealized +43.7%
URI UNITED RENTALS INC 0.1%
Value ($000) $725 Shares 895 Est. Cost $659.82 Unrealized +7.7%
MRVI MARAVAI LIFESCIENCES HLDGS I 0.1%
Value ($000) $718 Shares 86,401 Est. Cost $8.64 Unrealized 0.0%
ANGL VANECK ETF TRUST 0.1%
Value ($000) $709 Shares 24,098 Est. Cost $27.59 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $708 Shares 6,210 Est. Cost $88.58 Unrealized +20.9%
OKE ONEOK INC NEW 0.1%
Value ($000) $675 Shares 7,406 Est. Cost $57.97 Unrealized +40.6%
GSST GOLDMAN SACHS ETF TR 0.1%
Value ($000) $663 Shares 13,085 Est. Cost $50.64 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $663 Shares 2,970 Est. Cost $216.92 Unrealized 0.0%
VICI VICI PPTYS INC 0.1%
Value ($000) $659 Shares 19,778 Est. Cost $26.80 Unrealized +8.8%
MSTR MICROSTRATEGY INC 0.1%
Value ($000) $658 Shares 3,904 Est. Cost $142.97 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $657 Shares 2,825 Est. Cost $201.91 Unrealized +4.4%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $649 Shares 5,343 Est. Cost $61.68 Unrealized +78.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $637 Shares 2,348 Est. Cost $121.54 Unrealized +101.7%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $628 Shares 6,075 Est. Cost $63.73 Unrealized +43.3%
RDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $620 Shares 10,476 Est. Cost $56.74 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $608 Shares 3,010 Est. Cost $129.92 Unrealized +55.8%
CDW CDW CORP 0.1%
Value ($000) $605 Shares 2,672 Est. Cost $181.24 Unrealized +20.0%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $596 Shares 2,887 Est. Cost $150.34 Unrealized +28.3%
GEV GE VERNOVA INC 0.1%
Value ($000) $590 Shares 2,314 Est. Cost $170.23 Unrealized +12.5%
FDX FEDEX CORP 0.1%
Value ($000) $576 Shares 2,103 Est. Cost $231.76 Unrealized +21.4%
IWB ISHARES TR 0.1%
Value ($000) $575 Shares 1,829 Est. Cost $140.67 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $557 Shares 3,273 Est. Cost $122.01 Unrealized +33.5%
AMGN AMGEN INC 0.1%
Value ($000) $552 Shares 1,714 Est. Cost $228.56 Unrealized +37.0%
SNA SNAP ON INC 0.1%
Value ($000) $534 Shares 1,844 Est. Cost $206.22 Unrealized +28.9%
SVC SERVICE PPTYS TR 0.1%
Value ($000) $531 Shares 116,420 Est. Cost $8.60 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $526 Shares 5,472 Est. Cost $124.26 Unrealized -27.1%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $524 Shares 5,047 Est. Cost $66.82 Unrealized +48.0%
IBKR INTERACTIVE BROKERS GROUP IN 0.1%
Value ($000) $516 Shares 3,700 Est. Cost $30.72 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $513 Shares 4,644 Est. Cost $64.71 Unrealized +58.2%
SOXX ISHARES TR 0.1%
Value ($000) $512 Shares 2,221 Est. Cost $245.93 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $511 Shares 7,104 Est. Cost $44.33 Unrealized +48.1%
CSX CSX CORP 0.1%
Value ($000) $510 Shares 14,769 Est. Cost $30.00 Unrealized +10.7%
PJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $510 Shares 12,340 Est. Cost $34.37 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $505 Shares 1,751 Est. Cost $256.76 Unrealized +5.5%
GE GE AEROSPACE 0.1%
Value ($000) $503 Shares 2,666 Est. Cost $167.93 Unrealized 0.0%
STRL STERLING INFRASTRUCTURE INC 0.1%
Value ($000) $502 Shares 3,463 Est. Cost $118.82 Unrealized 0.0%
HD HOME DEPOT INC 0.1%
Value ($000) $488 Shares 1,204 Est. Cost $245.10 Unrealized +43.9%
QCOM QUALCOMM INC 0.1%
Value ($000) $483 Shares 2,841 Est. Cost $126.94 Unrealized +34.8%
QUAL ISHARES TR 0.1%
Value ($000) $482 Shares 2,690 Est. Cost $151.22 Unrealized
WYNN WYNN RESORTS LTD 0.1%
Value ($000) $472 Shares 4,920 Est. Cost $79.11 Unrealized +0.2%
TMUS T-MOBILE US INC 0.1%
Value ($000) $463 Shares 2,242 Est. Cost $155.38 Unrealized +20.6%
FSK FS KKR CAP CORP 0.1%
Value ($000) $458 Shares 23,224 Est. Cost $14.19 Unrealized +12.9%
UNP UNION PAC CORP 0.1%
Value ($000) $453 Shares 1,838 Est. Cost $195.49 Unrealized +20.0%
BJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $451 Shares 10,319 Est. Cost $34.47 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $449 Shares 506 Est. Cost $624.17 Unrealized +38.1%
NXST NEXSTAR MEDIA GROUP INC 0.1%
Value ($000) $443 Shares 2,681 Est. Cost $159.79 Unrealized -0.7%
IJK ISHARES TR 0.1%
Value ($000) $434 Shares 4,721 Est. Cost $69.32 Unrealized
CDZI CADIZ INC 0.1%
Value ($000) $431 Shares 142,181 Est. Cost $7.67 Unrealized -57.5%
FTNT FORTINET INC 0.1%
Value ($000) $430 Shares 5,540 Est. Cost $57.27 Unrealized +19.3%
VRT VERTIV HOLDINGS CO 0.1%
Value ($000) $429 Shares 4,309 Est. Cost $90.84 Unrealized -8.9%
SUPER MICRO COMPUTER INC 0.1%
Value ($000) $427 Shares 1,025 Est. Cost $416.40 Unrealized
ALSN ALLISON TRANSMISSION HLDGS I 0.1%
Value ($000) $422 Shares 4,389 Est. Cost $48.20 Unrealized +75.2%
BAC BANK AMERICA CORP 0.1%
Value ($000) $418 Shares 10,541 Est. Cost $28.12 Unrealized +37.8%
NKE NIKE INC 0.1%
Value ($000) $417 Shares 4,718 Est. Cost $88.67 Unrealized -14.3%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $414 Shares 7,320 Est. Cost $40.93 Unrealized +34.0%
PAYX PAYCHEX INC 0.1%
Value ($000) $410 Shares 3,055 Est. Cost $59.33 Unrealized +105.5%
BLDR BUILDERS FIRSTSOURCE INC 0.1%
Value ($000) $407 Shares 2,101 Est. Cost $165.82 Unrealized 0.0%
STIP ISHARES TR 0.1%
Value ($000) $403 Shares 3,982 Est. Cost $96.18 Unrealized
EQR EQUITY RESIDENTIAL 0.1%
Value ($000) $395 Shares 5,311 Est. Cost $52.84 Unrealized +28.8%
ONEQ FIDELITY COMWLTH TR 0.1%
Value ($000) $394 Shares 5,500 Est. Cost $88.63 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $390 Shares 1,141 Est. Cost $168.32 Unrealized 0.0%
COWZ PACER FDS TR 0.1%
Value ($000) $389 Shares 6,735 Est. Cost $50.34 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $388 Shares 1,468 Est. Cost $208.69 Unrealized +22.7%
PHM PULTE GROUP INC 0.1%
Value ($000) $388 Shares 2,702 Est. Cost $109.61 Unrealized +14.7%
KLAC KLA CORP 0.1%
Value ($000) $385 Shares 497 Est. Cost $549.07 Unrealized +41.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $379 Shares 2,185 Est. Cost $173.79 Unrealized
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $379 Shares 3,616 Est. Cost $91.47 Unrealized +10.3%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $376 Shares 2,775 Est. Cost $88.06 Unrealized
SUMMIT MATLS INC 0.1%
Value ($000) $376 Shares 9,625 Est. Cost $39.03 Unrealized
MP MP MATERIALS CORP 0.1%
Value ($000) $375 Shares 21,258 Est. Cost $13.58 Unrealized 0.0%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $369 Shares 5,670 Est. Cost $64.05 Unrealized 0.0%
STT STATE STR CORP 0.1%
Value ($000) $368 Shares 4,164 Est. Cost $61.86 Unrealized +27.3%
AON AON PLC 0.1%
Value ($000) $364 Shares 1,053 Est. Cost $284.84 Unrealized +13.9%
EFA ISHARES TR 0.1%
Value ($000) $362 Shares 4,326 Est. Cost $60.84 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $361 Shares 7,065 Est. Cost $31.87 Unrealized +42.8%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $355 Shares 10,124 Est. Cost $24.51 Unrealized +29.8%
UJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $354 Shares 10,446 Est. Cost $28.23 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $351 Shares 2,138 Est. Cost $168.05 Unrealized -9.6%
MCK MCKESSON CORP 0.1%
Value ($000) $350 Shares 708 Est. Cost $344.26 Unrealized +60.7%
FLS FLOWSERVE CORP 0.1%
Value ($000) $349 Shares 6,744 Est. Cost $46.67 Unrealized +0.9%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $343 Shares 694 Est. Cost $401.75 Unrealized +18.3%
MCO MOODYS CORP 0.1%
Value ($000) $341 Shares 718 Est. Cost $292.26 Unrealized +57.0%
BIBL NORTHERN LTS FD TR IV 0.1%
Value ($000) $341 Shares 8,373 Est. Cost $34.00 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $340 Shares 1,477 Est. Cost $153.12 Unrealized +43.8%
MAA MID-AMER APT CMNTYS INC 0.1%
Value ($000) $339 Shares 2,131 Est. Cost $116.84 Unrealized +23.8%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $337 Shares 4,579 Est. Cost $49.83 Unrealized +34.8%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $330 Shares 523 Est. Cost $412.22 Unrealized +35.9%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $330 Shares 1,667 Est. Cost $182.77 Unrealized
IXN ISHARES TR 0.1%
Value ($000) $324 Shares 3,924 Est. Cost $54.36 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $321 Shares 1,134 Est. Cost $283.25 Unrealized
AME AMETEK INC 0.1%
Value ($000) $314 Shares 1,830 Est. Cost $137.24 Unrealized +20.5%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $313 Shares 3,003 Est. Cost $68.75 Unrealized +37.4%
AVB AVALONBAY CMNTYS INC 0.1%
Value ($000) $312 Shares 1,386 Est. Cost $161.55 Unrealized +27.1%
COP CONOCOPHILLIPS 0.1%
Value ($000) $311 Shares 2,951 Est. Cost $82.59 Unrealized +27.2%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $308 Shares 2,164 Est. Cost $112.84 Unrealized +18.9%
GWRS GLOBAL WTR RES INC 0.1%
Value ($000) $304 Shares 24,155 Est. Cost $10.81 Unrealized +10.5%
HUBB HUBBELL INC 0.1%
Value ($000) $304 Shares 709 Est. Cost $377.50 Unrealized 0.0%
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $300 Shares 2,029 Est. Cost $97.59 Unrealized +34.7%
IDHQ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $300 Shares 9,439 Est. Cost $24.87 Unrealized
ESS ESSEX PPTY TR INC 0.1%
Value ($000) $290 Shares 980 Est. Cost $195.31 Unrealized +40.7%
HWM HOWMET AEROSPACE INC 0.1%
Value ($000) $289 Shares 2,884 Est. Cost $89.95 Unrealized 0.0%
IVE ISHARES TR 0.1%
Value ($000) $289 Shares 1,464 Est. Cost $157.66 Unrealized
KW KENNEDY-WILSON HOLDINGS INC 0.1%
Value ($000) $288 Shares 26,071 Est. Cost $11.37 Unrealized -6.8%
IVW ISHARES TR 0.1%
Value ($000) $286 Shares 2,985 Est. Cost $70.48 Unrealized
ACGL ARCH CAP GROUP LTD 0.1%
Value ($000) $283 Shares 2,531 Est. Cost $80.70 Unrealized +22.5%
PSX PHILLIPS 66 0.1%
Value ($000) $278 Shares 2,117 Est. Cost $104.85 Unrealized +22.5%
SFM SPROUTS FMRS MKT INC 0.1%
Value ($000) $277 Shares 2,511 Est. Cost $72.86 Unrealized +30.9%
FTK FLOTEK INDS INC DEL 0.1%
Value ($000) $275 Shares 55,245 Est. Cost $4.76 Unrealized -4.7%
PFE PFIZER INC 0.1%
Value ($000) $275 Shares 9,491 Est. Cost $35.17 Unrealized -24.1%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $273 Shares 1,701 Est. Cost $151.68 Unrealized 0.0%
ORCL ORACLE CORP 0.1%
Value ($000) $269 Shares 1,580 Est. Cost $122.30 Unrealized +17.0%
QQH NORTHERN LTS FD TR III 0.1%
Value ($000) $267 Shares 4,235 Est. Cost $37.52 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.1%
Value ($000) $267 Shares 4,801 Est. Cost $52.46 Unrealized
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $266 Shares 567 Est. Cost $419.26 Unrealized +1.7%
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $266 Shares 2,928 Est. Cost $90.81 Unrealized
DAPR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $262 Shares 7,190 Est. Cost $29.15 Unrealized
BLACKROCK SCIENCE & TECHNOLO 0.1%
Value ($000) $261 Shares 13,600 Est. Cost $20.36 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $255 Shares 3,243 Est. Cost $74.91 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $254 Shares 492 Est. Cost $390.16 Unrealized +25.6%
KCE SPDR SER TR 0.1%
Value ($000) $254 Shares 2,033 Est. Cost $124.90 Unrealized
IUSV ISHARES TR 0.1%
Value ($000) $253 Shares 2,647 Est. Cost $88.91 Unrealized
PFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $251 Shares 6,966 Est. Cost $34.16 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $247 Shares 2,773 Est. Cost $32.98 Unrealized 0.0%
BA BOEING CO 0.0%
Value ($000) $244 Shares 1,607 Est. Cost $205.48 Unrealized -16.6%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $244 Shares 3,040 Est. Cost $79.21 Unrealized 0.0%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $243 Shares 6,739 Est. Cost $36.13 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $242 Shares 1,633 Est. Cost $117.22 Unrealized +15.7%
HPQ HP INC 0.0%
Value ($000) $238 Shares 6,644 Est. Cost $27.31 Unrealized +21.7%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $234 Shares 4,528 Est. Cost $43.65 Unrealized 0.0%
PULS PGIM ETF TR 0.0%
Value ($000) $233 Shares 4,676 Est. Cost $49.78 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $232 Shares 2,155 Est. Cost $103.77 Unrealized
INGR INGREDION INC 0.0%
Value ($000) $230 Shares 1,677 Est. Cost $127.20 Unrealized 0.0%
CSHI NEOS ETF TRUST 0.0%
Value ($000) $229 Shares 4,596 Est. Cost $49.90 Unrealized
CALF PACER FDS TR 0.0%
Value ($000) $226 Shares 4,869 Est. Cost $49.16 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $222 Shares 2,465 Est. Cost $81.63 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $222 Shares 193 Est. Cost $73.46 Unrealized 0.0%
CWT CALIFORNIA WTR SVC GROUP 0.0%
Value ($000) $217 Shares 4,000 Est. Cost $50.84 Unrealized 0.0%
GLW CORNING INC 0.0%
Value ($000) $216 Shares 4,785 Est. Cost $40.86 Unrealized 0.0%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $215 Shares 400 Est. Cost $539.98 Unrealized -0.7%
T AT&T INC 0.0%
Value ($000) $215 Shares 9,782 Est. Cost $16.85 Unrealized +11.5%
FETH FIDELITY ETHEREUM FD 0.0%
Value ($000) $214 Shares 8,243 Est. Cost $25.97 Unrealized
SBRA SABRA HEALTH CARE REIT INC 0.0%
Value ($000) $214 Shares 11,500 Est. Cost $21.30 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $213 Shares 2,063 Est. Cost $98.80 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $211 Shares 2,424 Est. Cost $75.98 Unrealized 0.0%
CROX CROCS INC 0.0%
Value ($000) $207 Shares 1,431 Est. Cost $140.22 Unrealized -2.7%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $207 Shares 816 Est. Cost $214.15 Unrealized 0.0%
IRT INDEPENDENCE RLTY TR INC 0.0%
Value ($000) $204 Shares 9,955 Est. Cost $20.50 Unrealized
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $200 Shares 465 Est. Cost $371.81 Unrealized +14.3%
RCEL AVITA MEDICAL INC 0.0%
Value ($000) $155 Shares 14,428 Est. Cost $9.39 Unrealized 0.0%
ACDC PROFRAC HLDG CORP 0.0%
Value ($000) $139 Shares 20,469 Est. Cost $12.31 Unrealized -43.1%
ANGI INC 0.0%
Value ($000) $119 Shares 46,000 Est. Cost $2.37 Unrealized
LRMR LARIMAR THERAPEUTICS INC 0.0%
Value ($000) $71 Shares 10,848 Est. Cost $8.04 Unrealized 0.0%
OSTX OS THERAPIES INCORPORATED 0.0%
Value ($000) $51 Shares 18,081 Est. Cost $3.58 Unrealized 0.0%
SJT SAN JUAN BASIN RTY TR 0.0%
Value ($000) $40 Shares 10,911 Est. Cost $2.79 Unrealized
CALIDI BIOTHERAPEUTICS INC 0.0%
Value ($000) $24 Shares 21,023 Est. Cost $1.14 Unrealized