Delta Investment Management, LLC Diversified Active

CIK: 0001757043 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 18, 2025

Total Value ($000): $513,546 (100.0% shares, 0.0% debt)

Holdings (254)

BIL SPDR SER TR 12.3%
Value ($000) $63,198 Shares 691,220 Est. Cost $91.50 Unrealized
SFLR INNOVATOR ETFS TRUST 5.7%
Value ($000) $29,524 Shares 904,265 Est. Cost $30.18 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 4.4%
Value ($000) $22,397 Shares 384,962 Est. Cost $57.85 Unrealized
SHV ISHARES TR 4.3%
Value ($000) $22,021 Shares 199,990 Est. Cost $110.45 Unrealized
ACIO ETF SER SOLUTIONS 3.4%
Value ($000) $17,670 Shares 439,117 Est. Cost $39.70 Unrealized
AAPL APPLE INC 3.1%
Value ($000) $15,732 Shares 62,821 Est. Cost $98.44 Unrealized +138.2%
MSFT MICROSOFT CORP 2.9%
Value ($000) $14,825 Shares 35,173 Est. Cost $226.91 Unrealized +86.1%
BSJP INVESCO EXCH TRD SLF IDX FD 2.9%
Value ($000) $14,756 Shares 639,633 Est. Cost $23.06 Unrealized
IVV ISHARES TR 2.6%
Value ($000) $13,108 Shares 22,267 Est. Cost $503.79 Unrealized
GOOG ALPHABET INC 2.3%
Value ($000) $12,024 Shares 63,137 Est. Cost $109.54 Unrealized +60.4%
AMZN AMAZON COM INC 2.1%
Value ($000) $10,946 Shares 49,891 Est. Cost $122.81 Unrealized +66.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.0%
Value ($000) $10,360 Shares 22,855 Est. Cost $233.26 Unrealized +97.9%
DMLP DORCHESTER MINERALS LP 2.0%
Value ($000) $10,018 Shares 300,565 Est. Cost $17.58 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 1.9%
Value ($000) $9,994 Shares 318,680 Est. Cost $24.61 Unrealized
TDG TRANSDIGM GROUP INC 1.8%
Value ($000) $9,390 Shares 7,410 Est. Cost $323.24 Unrealized +280.4%
BSJQ INVESCO EXCH TRD SLF IDX FD 1.5%
Value ($000) $7,677 Shares 329,842 Est. Cost $23.45 Unrealized
GOOGL ALPHABET INC 1.4%
Value ($000) $6,970 Shares 36,818 Est. Cost $108.80 Unrealized +60.1%
MINT PIMCO ETF TR 1.3%
Value ($000) $6,514 Shares 64,921 Est. Cost $100.38 Unrealized
PYLD PIMCO ETF TR 1.3%
Value ($000) $6,425 Shares 247,896 Est. Cost $25.76 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 1.2%
Value ($000) $6,282 Shares 109,200 Est. Cost $56.59 Unrealized
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $5,892 Shares 43,879 Est. Cost $100.31 Unrealized +37.4%
JEPQ J P MORGAN EXCHANGE TRADED F 1.1%
Value ($000) $5,865 Shares 104,024 Est. Cost $49.36 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 1.0%
Value ($000) $5,186 Shares 139,531 Est. Cost $31.99 Unrealized
SIXJ AIM ETF PRODUCTS TRUST 0.9%
Value ($000) $4,582 Shares 150,805 Est. Cost $29.40 Unrealized
SPY SPDR S&P 500 ETF TR 0.9%
Value ($000) $4,486 Shares 7,654 Est. Cost $362.33 Unrealized
WMT WALMART INC 0.7%
Value ($000) $3,756 Shares 41,567 Est. Cost $51.68 Unrealized +66.0%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $3,387 Shares 6,696 Est. Cost $523.10 Unrealized +5.7%
ELV ELEVANCE HEALTH INC 0.6%
Value ($000) $3,315 Shares 8,987 Est. Cost $409.27 Unrealized 0.0%
CI THE CIGNA GROUP 0.6%
Value ($000) $3,312 Shares 11,995 Est. Cost $311.40 Unrealized 0.0%
WDAY WORKDAY INC 0.6%
Value ($000) $3,286 Shares 12,734 Est. Cost $243.60 Unrealized +4.9%
HCMT DIREXION SHS ETF TR 0.6%
Value ($000) $3,270 Shares 90,606 Est. Cost $28.16 Unrealized
TSLA TESLA INC 0.6%
Value ($000) $3,259 Shares 8,070 Est. Cost $255.48 Unrealized +25.9%
GBIL GOLDMAN SACHS ETF TR 0.6%
Value ($000) $3,162 Shares 31,643 Est. Cost $100.19 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $2,937 Shares 58,301 Est. Cost $50.30 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $2,788 Shares 15,911 Est. Cost $141.93 Unrealized
QQQ INVESCO QQQ TR 0.5%
Value ($000) $2,736 Shares 5,352 Est. Cost $397.17 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVE 0.5%
Value ($000) $2,735 Shares 115,113 Est. Cost $19.17 Unrealized
VPC ETFIS SER TR I 0.5%
Value ($000) $2,684 Shares 123,384 Est. Cost $22.32 Unrealized
SPYI NEOS ETF TRUST 0.5%
Value ($000) $2,622 Shares 51,595 Est. Cost $49.40 Unrealized
MSCI MSCI INC 0.5%
Value ($000) $2,455 Shares 4,092 Est. Cost $488.50 Unrealized +21.1%
V VISA INC 0.5%
Value ($000) $2,429 Shares 7,685 Est. Cost $202.35 Unrealized +47.4%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $2,412 Shares 16,650 Est. Cost $90.48 Unrealized +60.8%
ZSEP INNOVATOR ETFS TRUST 0.5%
Value ($000) $2,405 Shares 95,913 Est. Cost $24.88 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $2,234 Shares 92,168 Est. Cost $22.71 Unrealized
AMLP ALPS ETF TR 0.4%
Value ($000) $2,182 Shares 45,301 Est. Cost $48.16 Unrealized
FHEQ FIDELITY GREENWOOD STREET TR 0.4%
Value ($000) $2,168 Shares 78,969 Est. Cost $27.46 Unrealized
BIZD VANECK ETF TRUST 0.4%
Value ($000) $2,057 Shares 123,674 Est. Cost $16.87 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $2,031 Shares 12,116 Est. Cost $125.71 Unrealized +31.8%
GPIX GOLDMAN SACHS ETF TR 0.4%
Value ($000) $1,917 Shares 38,776 Est. Cost $47.01 Unrealized
MRVI MARAVAI LIFESCIENCES HLDGS I 0.4%
Value ($000) $1,815 Shares 332,993 Est. Cost $7.01 Unrealized -8.2%
LLY ELI LILLY & CO 0.3%
Value ($000) $1,770 Shares 2,293 Est. Cost $549.64 Unrealized +49.4%
QFLR INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,713 Shares 58,583 Est. Cost $27.61 Unrealized
QQH NORTHERN LTS FD TR III 0.3%
Value ($000) $1,621 Shares 24,179 Est. Cost $61.86 Unrealized
MSTR MICROSTRATEGY INC 0.3%
Value ($000) $1,558 Shares 5,380 Est. Cost $186.30 Unrealized +61.5%
META META PLATFORMS INC 0.3%
Value ($000) $1,544 Shares 2,637 Est. Cost $369.83 Unrealized +58.1%
MAIN MAIN STR CAP CORP 0.3%
Value ($000) $1,539 Shares 26,280 Est. Cost $48.48 Unrealized +9.9%
LBRDK LIBERTY BROADBAND CORP 0.3%
Value ($000) $1,533 Shares 20,500 Est. Cost $57.82 Unrealized +35.0%
TOTL SSGA ACTIVE ETF TR 0.3%
Value ($000) $1,469 Shares 37,306 Est. Cost $42.72 Unrealized
PREF PRINCIPAL EXCHANGE TRADED FD 0.3%
Value ($000) $1,468 Shares 78,860 Est. Cost $17.33 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $1,451 Shares 3,999 Est. Cost $141.32 Unrealized +170.1%
SPHY SPDR SER TR 0.3%
Value ($000) $1,444 Shares 61,542 Est. Cost $22.82 Unrealized
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $1,418 Shares 5,917 Est. Cost $112.53 Unrealized +102.6%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $1,384 Shares 2,629 Est. Cost $357.83 Unrealized +43.8%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,373 Shares 12,767 Est. Cost $69.92 Unrealized +60.7%
ETN EATON CORP PLC 0.3%
Value ($000) $1,360 Shares 4,099 Est. Cost $161.07 Unrealized +115.5%
GLD SPDR GOLD TR 0.3%
Value ($000) $1,318 Shares 5,444 Est. Cost $172.04 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,266 Shares 8,752 Est. Cost $130.33 Unrealized +14.8%
AVGO BROADCOM INC 0.2%
Value ($000) $1,233 Shares 5,320 Est. Cost $153.22 Unrealized +19.4%
IWM ISHARES TR 0.2%
Value ($000) $1,230 Shares 5,568 Est. Cost $220.90 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,159 Shares 5,272 Est. Cost $106.54 Unrealized +103.0%
MET METLIFE INC 0.2%
Value ($000) $1,157 Shares 14,132 Est. Cost $42.21 Unrealized +91.0%
GEV GE VERNOVA INC 0.2%
Value ($000) $1,149 Shares 3,493 Est. Cost $218.04 Unrealized +43.0%
IBIT ISHARES BITCOIN TRUST ETF 0.2%
Value ($000) $1,131 Shares 21,313 Est. Cost $47.70 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $1,128 Shares 3,296 Est. Cost $179.52 Unrealized +85.2%
NOW SERVICENOW INC 0.2%
Value ($000) $1,113 Shares 1,050 Est. Cost $131.10 Unrealized +54.5%
APH AMPHENOL CORP NEW 0.2%
Value ($000) $1,058 Shares 15,229 Est. Cost $67.37 Unrealized +2.9%
PJUL INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,020 Shares 24,769 Est. Cost $32.94 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value ($000) $974 Shares 5,992 Est. Cost $154.44 Unrealized +16.0%
LOW LOWES COS INC 0.2%
Value ($000) $964 Shares 3,905 Est. Cost $190.22 Unrealized +37.5%
EWBC EAST WEST BANCORP INC 0.2%
Value ($000) $952 Shares 9,937 Est. Cost $62.49 Unrealized +51.8%
KNG FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $927 Shares 18,472 Est. Cost $51.62 Unrealized
FPH FIVE POINT HOLDINGS LLC 0.2%
Value ($000) $914 Shares 241,811 Est. Cost $5.73 Unrealized -31.6%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $906 Shares 3,896 Est. Cost $117.70 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $892 Shares 15,070 Est. Cost $43.21 Unrealized +28.2%
LW LAMB WESTON HLDGS INC 0.2%
Value ($000) $886 Shares 13,259 Est. Cost $63.91 Unrealized +13.6%
MCD MCDONALDS CORP 0.2%
Value ($000) $809 Shares 2,792 Est. Cost $186.74 Unrealized +55.4%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $773 Shares 4,217 Est. Cost $200.73 Unrealized -1.2%
CRM SALESFORCE INC 0.1%
Value ($000) $756 Shares 2,263 Est. Cost $210.14 Unrealized +50.7%
SU SUNCOR ENERGY INC NEW 0.1%
Value ($000) $746 Shares 20,902 Est. Cost $26.49 Unrealized +41.0%
JPIE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $741 Shares 16,240 Est. Cost $46.96 Unrealized
CDZI CADIZ INC 0.1%
Value ($000) $739 Shares 142,181 Est. Cost $7.67 Unrealized -53.0%
GE GE AEROSPACE 0.1%
Value ($000) $726 Shares 4,351 Est. Cost $171.50 Unrealized +3.3%
ANGL VANECK ETF TRUST 0.1%
Value ($000) $725 Shares 25,304 Est. Cost $27.64 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $723 Shares 4,753 Est. Cost $132.77 Unrealized +17.9%
OKE ONEOK INC NEW 0.1%
Value ($000) $703 Shares 7,006 Est. Cost $57.97 Unrealized +67.1%
ABT ABBOTT LABS 0.1%
Value ($000) $703 Shares 6,211 Est. Cost $88.58 Unrealized +27.9%
URI UNITED RENTALS INC 0.1%
Value ($000) $682 Shares 968 Est. Cost $670.75 Unrealized +20.0%
IBKR INTERACTIVE BROKERS GROUP IN 0.1%
Value ($000) $676 Shares 3,824 Est. Cost $31.08 Unrealized +34.6%
ABBV ABBVIE INC 0.1%
Value ($000) $673 Shares 3,788 Est. Cost $70.69 Unrealized +151.0%
RCEL AVITA MEDICAL INC 0.1%
Value ($000) $672 Shares 52,470 Est. Cost $11.13 Unrealized +5.9%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $669 Shares 2,792 Est. Cost $226.76 Unrealized +2.3%
MRK MERCK & CO INC 0.1%
Value ($000) $666 Shares 6,695 Est. Cost $78.76 Unrealized +25.3%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $660 Shares 10,943 Est. Cost $37.76 Unrealized +89.1%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $654 Shares 3,079 Est. Cost $216.95 Unrealized +0.4%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.1%
Value ($000) $651 Shares 7,974 Est. Cost $64.05 Unrealized
LBRDA LIBERTY BROADBAND CORP 0.1%
Value ($000) $646 Shares 8,692 Est. Cost $102.40 Unrealized -24.3%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $643 Shares 5,346 Est. Cost $61.68 Unrealized +95.5%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $641 Shares 24,806 Est. Cost $25.86 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $627 Shares 2,114 Est. Cost $121.54 Unrealized +133.3%
SNA SNAP ON INC 0.1%
Value ($000) $626 Shares 1,844 Est. Cost $206.22 Unrealized +58.8%
RDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $623 Shares 10,537 Est. Cost $56.74 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $593 Shares 2,108 Est. Cost $231.76 Unrealized +17.2%
DIS DISNEY WALT CO 0.1%
Value ($000) $591 Shares 5,306 Est. Cost $124.26 Unrealized -16.7%
IWB ISHARES TR 0.1%
Value ($000) $589 Shares 1,829 Est. Cost $140.67 Unrealized
STRL STERLING INFRASTRUCTURE INC 0.1%
Value ($000) $583 Shares 3,463 Est. Cost $118.82 Unrealized +45.4%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.1%
Value ($000) $575 Shares 4,465 Est. Cost $92.17 Unrealized +63.3%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $567 Shares 7,434 Est. Cost $33.52 Unrealized +1.0%
O REALTY INCOME CORP 0.1%
Value ($000) $563 Shares 10,546 Est. Cost $48.63 Unrealized +12.1%
LENZ LENZ THERAPEUTICS INC 0.1%
Value ($000) $555 Shares 19,241 Est. Cost $30.48 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $549 Shares 4,644 Est. Cost $64.71 Unrealized +77.4%
GLW CORNING INC 0.1%
Value ($000) $538 Shares 11,324 Est. Cost $44.03 Unrealized +5.3%
TMUS T-MOBILE US INC 0.1%
Value ($000) $538 Shares 2,436 Est. Cost $160.80 Unrealized +38.9%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $532 Shares 2,839 Est. Cost $150.34 Unrealized +28.5%
VRT VERTIV HOLDINGS CO 0.1%
Value ($000) $526 Shares 4,632 Est. Cost $92.77 Unrealized +27.8%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $526 Shares 574 Est. Cost $659.53 Unrealized +39.9%
WCC WESCO INTL INC 0.1%
Value ($000) $525 Shares 2,901 Est. Cost $187.01 Unrealized 0.0%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $523 Shares 6,075 Est. Cost $63.73 Unrealized +48.9%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $514 Shares 7,320 Est. Cost $40.93 Unrealized +62.9%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $513 Shares 8,590 Est. Cost $56.27 Unrealized +13.1%
PJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $512 Shares 12,128 Est. Cost $34.37 Unrealized
FTNT FORTINET INC 0.1%
Value ($000) $509 Shares 5,384 Est. Cost $57.27 Unrealized +55.3%
HWM HOWMET AEROSPACE INC 0.1%
Value ($000) $506 Shares 4,626 Est. Cost $97.19 Unrealized +12.3%
FSK FS KKR CAP CORP 0.1%
Value ($000) $504 Shares 23,224 Est. Cost $14.19 Unrealized +23.8%
CB CHUBB LIMITED 0.1%
Value ($000) $500 Shares 1,809 Est. Cost $257.55 Unrealized +9.2%
ALSN ALLISON TRANSMISSION HLDGS I 0.1%
Value ($000) $491 Shares 4,540 Est. Cost $50.18 Unrealized +114.8%
SUMMIT MATLS INC 0.1%
Value ($000) $489 Shares 9,664 Est. Cost $39.03 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $483 Shares 2,710 Est. Cost $151.22 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $465 Shares 10,574 Est. Cost $28.12 Unrealized +52.3%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $455 Shares 2,498 Est. Cost $179.50 Unrealized +5.2%
LAKE LAKELAND INDS INC 0.1%
Value ($000) $445 Shares 17,400 Est. Cost $21.33 Unrealized 0.0%
CDW CDW CORP 0.1%
Value ($000) $443 Shares 2,545 Est. Cost $181.24 Unrealized +5.4%
SOXX ISHARES TR 0.1%
Value ($000) $438 Shares 2,031 Est. Cost $245.93 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $435 Shares 2,201 Est. Cost $173.79 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $430 Shares 1,649 Est. Cost $228.56 Unrealized +25.2%
IJK ISHARES TR 0.1%
Value ($000) $430 Shares 4,724 Est. Cost $69.32 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $428 Shares 3,055 Est. Cost $59.33 Unrealized +131.4%
FLS FLOWSERVE CORP 0.1%
Value ($000) $427 Shares 7,420 Est. Cost $47.55 Unrealized +18.5%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $426 Shares 1,468 Est. Cost $284.76 Unrealized
NXST NEXSTAR MEDIA GROUP INC 0.1%
Value ($000) $424 Shares 2,681 Est. Cost $159.79 Unrealized -0.5%
QCOM QUALCOMM INC 0.1%
Value ($000) $422 Shares 2,747 Est. Cost $126.94 Unrealized +25.7%
UNP UNION PAC CORP 0.1%
Value ($000) $419 Shares 1,837 Est. Cost $195.49 Unrealized +17.8%
ONEQ FIDELITY COMWLTH TR 0.1%
Value ($000) $418 Shares 5,500 Est. Cost $88.63 Unrealized
STT STATE STR CORP 0.1%
Value ($000) $409 Shares 4,164 Est. Cost $61.86 Unrealized +47.5%
MCK MCKESSON CORP 0.1%
Value ($000) $403 Shares 708 Est. Cost $344.26 Unrealized +61.9%
STIP ISHARES TR 0.1%
Value ($000) $402 Shares 3,994 Est. Cost $96.18 Unrealized
KLAC KLA CORP 0.1%
Value ($000) $396 Shares 628 Est. Cost $574.11 Unrealized +16.5%
PULS PGIM ETF TR 0.1%
Value ($000) $387 Shares 7,817 Est. Cost $49.69 Unrealized
FTK FLOTEK INDS INC DEL 0.1%
Value ($000) $384 Shares 40,245 Est. Cost $4.76 Unrealized +43.1%
HD HOME DEPOT INC 0.1%
Value ($000) $382 Shares 983 Est. Cost $245.10 Unrealized +62.1%
EQR EQUITY RESIDENTIAL 0.1%
Value ($000) $379 Shares 5,288 Est. Cost $52.84 Unrealized +32.1%
COWZ PACER FDS TR 0.1%
Value ($000) $379 Shares 6,714 Est. Cost $50.34 Unrealized
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $379 Shares 3,616 Est. Cost $91.47 Unrealized +13.7%
AON AON PLC 0.1%
Value ($000) $378 Shares 1,053 Est. Cost $284.84 Unrealized +28.2%
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $378 Shares 2,029 Est. Cost $97.59 Unrealized +75.2%
KO COCA COLA CO 0.1%
Value ($000) $375 Shares 6,019 Est. Cost $44.33 Unrealized +42.3%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $372 Shares 4,089 Est. Cost $66.82 Unrealized +39.3%
MO ALTRIA GROUP INC 0.1%
Value ($000) $371 Shares 7,094 Est. Cost $31.87 Unrealized +53.2%
PDFS PDF SOLUTIONS INC 0.1%
Value ($000) $369 Shares 13,633 Est. Cost $30.15 Unrealized 0.0%
BLDR BUILDERS FIRSTSOURCE INC 0.1%
Value ($000) $360 Shares 2,517 Est. Cost $167.66 Unrealized +5.5%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $355 Shares 2,696 Est. Cost $88.06 Unrealized
UJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $353 Shares 10,224 Est. Cost $28.23 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $350 Shares 4,848 Est. Cost $74.98 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $350 Shares 4,626 Est. Cost $58.25 Unrealized 0.0%
MP MP MATERIALS CORP 0.1%
Value ($000) $344 Shares 22,025 Est. Cost $13.76 Unrealized +34.8%
KCE SPDR SER TR 0.1%
Value ($000) $340 Shares 2,473 Est. Cost $127.18 Unrealized
MCO MOODYS CORP 0.1%
Value ($000) $340 Shares 719 Est. Cost $292.26 Unrealized +61.9%
SMCI SUPER MICRO COMPUTER INC 0.1%
Value ($000) $337 Shares 11,064 Est. Cost $36.35 Unrealized 0.0%
INGR INGREDION INC 0.1%
Value ($000) $336 Shares 2,444 Est. Cost $131.46 Unrealized +7.1%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $333 Shares 523 Est. Cost $412.22 Unrealized +58.9%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $332 Shares 1,698 Est. Cost $183.01 Unrealized
AME AMETEK INC 0.1%
Value ($000) $330 Shares 1,832 Est. Cost $137.24 Unrealized +31.7%
BJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $330 Shares 7,409 Est. Cost $34.47 Unrealized
MAA MID-AMER APT CMNTYS INC 0.1%
Value ($000) $328 Shares 2,119 Est. Cost $116.84 Unrealized +28.1%
EFA ISHARES TR 0.1%
Value ($000) $327 Shares 4,326 Est. Cost $60.84 Unrealized
SFM SPROUTS FMRS MKT INC 0.1%
Value ($000) $319 Shares 2,511 Est. Cost $72.86 Unrealized +82.4%
IXN ISHARES TR 0.1%
Value ($000) $313 Shares 3,695 Est. Cost $54.36 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $311 Shares 10,124 Est. Cost $24.51 Unrealized +25.1%
WYNN WYNN RESORTS LTD 0.1%
Value ($000) $310 Shares 3,600 Est. Cost $79.11 Unrealized +18.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $309 Shares 1,456 Est. Cost $153.12 Unrealized +41.6%
VICI VICI PPTYS INC 0.1%
Value ($000) $308 Shares 10,545 Est. Cost $26.80 Unrealized +10.1%
AVB AVALONBAY CMNTYS INC 0.1%
Value ($000) $305 Shares 1,385 Est. Cost $161.55 Unrealized +33.9%
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $302 Shares 568 Est. Cost $419.26 Unrealized +25.6%
IVW ISHARES TR 0.1%
Value ($000) $302 Shares 2,977 Est. Cost $70.48 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $300 Shares 2,011 Est. Cost $152.38 Unrealized +2.5%
HUBB HUBBELL INC 0.1%
Value ($000) $300 Shares 715 Est. Cost $377.50 Unrealized +16.5%
COP CONOCOPHILLIPS 0.1%
Value ($000) $297 Shares 2,995 Est. Cost $82.88 Unrealized +23.4%
PHM PULTE GROUP INC 0.1%
Value ($000) $294 Shares 2,703 Est. Cost $109.61 Unrealized +17.3%
ORCL ORACLE CORP 0.1%
Value ($000) $293 Shares 1,757 Est. Cost $127.69 Unrealized +37.7%
BIBL NORTHERN LTS FD TR IV 0.1%
Value ($000) $287 Shares 7,375 Est. Cost $34.00 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $283 Shares 495 Est. Cost $401.75 Unrealized +35.6%
BLACKROCK SCIENCE & TECHNOLO 0.1%
Value ($000) $282 Shares 13,600 Est. Cost $20.36 Unrealized
BA BOEING CO 0.1%
Value ($000) $282 Shares 1,591 Est. Cost $205.48 Unrealized -23.6%
ESS ESSEX PPTY TR INC 0.1%
Value ($000) $280 Shares 980 Est. Cost $195.31 Unrealized +44.5%
GWRS GLOBAL WTR RES INC 0.1%
Value ($000) $278 Shares 24,155 Est. Cost $10.81 Unrealized +11.7%
NKE NIKE INC 0.1%
Value ($000) $275 Shares 3,630 Est. Cost $88.67 Unrealized -13.7%
IVE ISHARES TR 0.1%
Value ($000) $272 Shares 1,426 Est. Cost $157.66 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $270 Shares 502 Est. Cost $538.52 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $268 Shares 3,003 Est. Cost $68.75 Unrealized +37.9%
DAPR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $268 Shares 7,190 Est. Cost $29.15 Unrealized
IDHQ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $267 Shares 9,439 Est. Cost $24.87 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $263 Shares 1,604 Est. Cost $164.17 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $259 Shares 1,370 Est. Cost $208.69 Unrealized +0.7%
PFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $256 Shares 6,966 Est. Cost $34.16 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $256 Shares 4,528 Est. Cost $43.65 Unrealized +20.5%
CIEN CIENA CORP 0.0%
Value ($000) $254 Shares 3,000 Est. Cost $71.76 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $251 Shares 1,918 Est. Cost $112.84 Unrealized +15.3%
PFE PFIZER INC 0.0%
Value ($000) $250 Shares 9,434 Est. Cost $35.17 Unrealized -28.6%
DEO DIAGEO PLC 0.0%
Value ($000) $250 Shares 1,967 Est. Cost $127.13 Unrealized
IUSV ISHARES TR 0.0%
Value ($000) $247 Shares 2,663 Est. Cost $88.91 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $246 Shares 2,133 Est. Cost $115.22 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $244 Shares 594 Est. Cost $410.23 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $243 Shares 489 Est. Cost $390.16 Unrealized +29.0%
PSX PHILLIPS 66 0.0%
Value ($000) $243 Shares 2,134 Est. Cost $104.85 Unrealized +16.4%
GSST GOLDMAN SACHS ETF TR 0.0%
Value ($000) $242 Shares 4,821 Est. Cost $50.64 Unrealized
FCNCA FIRST CTZNS BANCSHARES INC N 0.0%
Value ($000) $241 Shares 114 Est. Cost $2085.37 Unrealized 0.0%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $234 Shares 10,085 Est. Cost $23.18 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $234 Shares 262 Est. Cost $82.31 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $229 Shares 193 Est. Cost $73.46 Unrealized +9.8%
PDP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $222 Shares 2,066 Est. Cost $98.80 Unrealized
T AT&T INC 0.0%
Value ($000) $222 Shares 9,760 Est. Cost $16.85 Unrealized +27.7%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $219 Shares 1,633 Est. Cost $117.22 Unrealized +15.9%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $218 Shares 7,985 Est. Cost $27.32 Unrealized
HPQ HP INC 0.0%
Value ($000) $217 Shares 6,649 Est. Cost $27.31 Unrealized +25.2%
CSHI NEOS ETF TRUST 0.0%
Value ($000) $215 Shares 4,309 Est. Cost $49.90 Unrealized
CALF PACER FDS TR 0.0%
Value ($000) $213 Shares 4,844 Est. Cost $49.16 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $211 Shares 921 Est. Cost $243.95 Unrealized 0.0%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $211 Shares 7,572 Est. Cost $27.87 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $209 Shares 2,157 Est. Cost $103.77 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $207 Shares 400 Est. Cost $539.98 Unrealized +4.4%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $206 Shares 2,671 Est. Cost $74.91 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $205 Shares 560 Est. Cost $366.06 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $203 Shares 2,465 Est. Cost $81.63 Unrealized +3.5%
CRTC DBX ETF TR 0.0%
Value ($000) $200 Shares 6,411 Est. Cost $31.23 Unrealized
SBRA SABRA HEALTH CARE REIT INC 0.0%
Value ($000) $199 Shares 11,500 Est. Cost $21.30 Unrealized
KW KENNEDY-WILSON HOLDINGS INC 0.0%
Value ($000) $161 Shares 16,071 Est. Cost $11.37 Unrealized -4.0%
ACDC PROFRAC HLDG CORP 0.0%
Value ($000) $159 Shares 20,469 Est. Cost $12.31 Unrealized -41.7%
OPRX OPTIMIZERX CORP 0.0%
Value ($000) $146 Shares 30,000 Est. Cost $5.59 Unrealized 0.0%
UEC URANIUM ENERGY CORP 0.0%
Value ($000) $118 Shares 17,640 Est. Cost $7.65 Unrealized 0.0%
WU WESTERN UN CO 0.0%
Value ($000) $111 Shares 10,477 Est. Cost $10.60 Unrealized
MDXH MDXHEALTH SA 0.0%
Value ($000) $81 Shares 34,000 Est. Cost $2.04 Unrealized 0.0%
ANGI INC 0.0%
Value ($000) $76 Shares 46,000 Est. Cost $2.37 Unrealized
CCCC C4 THERAPEUTICS INC 0.0%
Value ($000) $72 Shares 20,000 Est. Cost $4.97 Unrealized 0.0%
SJT SAN JUAN BASIN RTY TR 0.0%
Value ($000) $42 Shares 10,911 Est. Cost $2.79 Unrealized
CALIDI BIOTHERAPEUTICS INC 0.0%
Value ($000) $24 Shares 21,023 Est. Cost $1.14 Unrealized