Delta Investment Management, LLC Diversified Active

CIK: 0001757043 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 1, 2025

Total Value ($000): $520,321 (100.0% shares, 0.0% debt)

Holdings (239)

SFLR INNOVATOR ETFS TRUST 5.7%
Value ($000) $29,812 Shares 888,058 Est. Cost $30.35 Unrealized
MSFT MICROSOFT CORP 5.4%
Value ($000) $28,293 Shares 56,881 Est. Cost $299.87 Unrealized +44.2%
MINT PIMCO ETF TR 4.6%
Value ($000) $24,146 Shares 240,174 Est. Cost $100.52 Unrealized
COWG PACER FDS TR 3.8%
Value ($000) $19,692 Shares 560,871 Est. Cost $33.77 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 3.4%
Value ($000) $17,731 Shares 301,650 Est. Cost $57.85 Unrealized
SHV ISHARES TR 3.0%
Value ($000) $15,655 Shares 141,778 Est. Cost $110.45 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 2.9%
Value ($000) $15,057 Shares 381,298 Est. Cost $39.49 Unrealized
BILZ PIMCO ETF TR 2.6%
Value ($000) $13,376 Shares 132,178 Est. Cost $101.20 Unrealized
AMZN AMAZON COM INC 2.6%
Value ($000) $13,347 Shares 60,838 Est. Cost $136.67 Unrealized +44.8%
IVV ISHARES TR 2.6%
Value ($000) $13,326 Shares 21,463 Est. Cost $514.84 Unrealized
BSJP INVESCO EXCH TRD SLF IDX FD 2.4%
Value ($000) $12,366 Shares 536,036 Est. Cost $23.06 Unrealized
AAPL APPLE INC 2.4%
Value ($000) $12,325 Shares 60,070 Est. Cost $98.44 Unrealized +104.6%
BSJQ INVESCO EXCH TRD SLF IDX FD 2.2%
Value ($000) $11,292 Shares 484,033 Est. Cost $23.41 Unrealized
TDG TRANSDIGM GROUP INC 2.2%
Value ($000) $11,242 Shares 7,393 Est. Cost $323.24 Unrealized +306.5%
EPD ENTERPRISE PRODS PARTNERS L 2.1%
Value ($000) $10,864 Shares 350,332 Est. Cost $25.39 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.0%
Value ($000) $10,611 Shares 21,843 Est. Cost $233.26 Unrealized +117.7%
ACIO ETF SER SOLUTIONS 1.9%
Value ($000) $10,064 Shares 243,082 Est. Cost $39.70 Unrealized
PYLD PIMCO ETF TR 1.8%
Value ($000) $9,133 Shares 344,110 Est. Cost $25.93 Unrealized
UNH UNITEDHEALTH GROUP INC 1.6%
Value ($000) $8,424 Shares 27,002 Est. Cost $412.08 Unrealized -9.0%
GOOG ALPHABET INC 1.6%
Value ($000) $8,406 Shares 47,387 Est. Cost $109.54 Unrealized +50.5%
DMLP DORCHESTER MINERALS LP 1.6%
Value ($000) $8,198 Shares 294,260 Est. Cost $17.58 Unrealized
GOOGL ALPHABET INC 1.2%
Value ($000) $6,081 Shares 34,508 Est. Cost $108.80 Unrealized +50.1%
JEPQ J P MORGAN EXCHANGE TRADED F 1.1%
Value ($000) $5,592 Shares 102,802 Est. Cost $49.42 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.1%
Value ($000) $5,552 Shares 24,512 Est. Cost $210.89 Unrealized
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $5,095 Shares 32,247 Est. Cost $100.31 Unrealized +25.4%
CGGR CAPITAL GROUP GROWTH ETF 0.9%
Value ($000) $4,514 Shares 111,036 Est. Cost $31.99 Unrealized
WDAY WORKDAY INC 0.9%
Value ($000) $4,449 Shares 18,536 Est. Cost $248.50 Unrealized -2.0%
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $4,406 Shares 7,131 Est. Cost $362.33 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.8%
Value ($000) $4,162 Shares 73,206 Est. Cost $56.59 Unrealized
WMT WALMART INC 0.8%
Value ($000) $4,032 Shares 41,234 Est. Cost $51.68 Unrealized +83.4%
HCMT DIREXION SHS ETF TR 0.8%
Value ($000) $3,942 Shares 120,994 Est. Cost $29.25 Unrealized
SPYI NEOS ETF TRUST 0.7%
Value ($000) $3,900 Shares 77,506 Est. Cost $49.00 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $3,644 Shares 5 Est. Cost $729330.75 Unrealized +4.5%
DHR DANAHER CORPORATION 0.7%
Value ($000) $3,612 Shares 18,283 Est. Cost $197.58 Unrealized -2.3%
VPC ETFIS SER TR I 0.6%
Value ($000) $3,305 Shares 161,373 Est. Cost $21.96 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVE 0.6%
Value ($000) $3,158 Shares 104,915 Est. Cost $19.17 Unrealized
BIZD VANECK ETF TRUST 0.6%
Value ($000) $2,903 Shares 178,328 Est. Cost $16.79 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $2,902 Shares 15,967 Est. Cost $141.93 Unrealized
BIL SPDR SERIES TRUST 0.5%
Value ($000) $2,802 Shares 30,543 Est. Cost $91.50 Unrealized
QQQ INVESCO QQQ TR 0.5%
Value ($000) $2,573 Shares 4,665 Est. Cost $397.17 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $2,518 Shares 17,585 Est. Cost $94.43 Unrealized +45.1%
MAIN MAIN STR CAP CORP 0.5%
Value ($000) $2,407 Shares 40,729 Est. Cost $52.04 Unrealized +6.2%
JPM JPMORGAN CHASE & CO. 0.4%
Value ($000) $2,314 Shares 7,982 Est. Cost $147.47 Unrealized +71.3%
EQT EQT CORP 0.4%
Value ($000) $2,261 Shares 38,762 Est. Cost $53.20 Unrealized +0.7%
MSTR MICROSTRATEGY INC 0.4%
Value ($000) $2,245 Shares 5,553 Est. Cost $364.26 Unrealized 0.0%
CRK COMSTOCK RES INC 0.4%
Value ($000) $2,215 Shares 80,051 Est. Cost $22.76 Unrealized 0.0%
QFLR INNOVATOR ETFS TRUST 0.4%
Value ($000) $2,210 Shares 74,066 Est. Cost $27.75 Unrealized
GPIX GOLDMAN SACHS ETF TR 0.4%
Value ($000) $2,092 Shares 41,984 Est. Cost $47.29 Unrealized
TSLA TESLA INC 0.4%
Value ($000) $2,074 Shares 6,529 Est. Cost $255.48 Unrealized +17.9%
MSCI MSCI INC 0.4%
Value ($000) $2,066 Shares 3,583 Est. Cost $488.50 Unrealized +12.4%
AMLP ALPS ETF TR 0.4%
Value ($000) $2,045 Shares 41,861 Est. Cost $48.16 Unrealized
FMAG FIDELITY COVINGTON TRUST 0.4%
Value ($000) $2,022 Shares 58,939 Est. Cost $34.31 Unrealized
EXE EXPAND ENERGY CORPORATION 0.4%
Value ($000) $1,984 Shares 16,966 Est. Cost $109.10 Unrealized 0.0%
RDVI FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,971 Shares 79,777 Est. Cost $22.91 Unrealized
RRC RANGE RES CORP 0.4%
Value ($000) $1,965 Shares 48,326 Est. Cost $37.69 Unrealized 0.0%
AR ANTERO RESOURCES CORP 0.4%
Value ($000) $1,954 Shares 48,504 Est. Cost $37.87 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $1,922 Shares 12,066 Est. Cost $125.71 Unrealized +27.9%
FS CREDIT OPPORTUNITIES CORP 0.4%
Value ($000) $1,859 Shares 256,063 Est. Cost $7.11 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $1,706 Shares 2,312 Est. Cost $369.83 Unrealized +66.7%
QQH NORTHERN LTS FD TR III 0.3%
Value ($000) $1,672 Shares 24,736 Est. Cost $61.97 Unrealized
AES AES CORP 0.3%
Value ($000) $1,668 Shares 158,581 Est. Cost $10.37 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.3%
Value ($000) $1,588 Shares 3,117 Est. Cost $191.76 Unrealized +126.1%
GLD SPDR GOLD TR 0.3%
Value ($000) $1,576 Shares 5,171 Est. Cost $174.30 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $1,568 Shares 5,319 Est. Cost $106.54 Unrealized +138.2%
CAT CATERPILLAR INC 0.3%
Value ($000) $1,542 Shares 3,971 Est. Cost $141.32 Unrealized +134.1%
APH AMPHENOL CORP NEW 0.3%
Value ($000) $1,503 Shares 15,220 Est. Cost $67.37 Unrealized +20.8%
ETN EATON CORP PLC 0.3%
Value ($000) $1,456 Shares 4,079 Est. Cost $161.07 Unrealized +90.4%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,393 Shares 12,927 Est. Cost $79.07 Unrealized +32.2%
V VISA INC 0.3%
Value ($000) $1,387 Shares 3,906 Est. Cost $202.35 Unrealized +71.5%
FPH FIVE POINT HOLDINGS LLC 0.3%
Value ($000) $1,321 Shares 240,161 Est. Cost $5.73 Unrealized -6.6%
IBIT ISHARES BITCOIN TRUST ETF 0.3%
Value ($000) $1,309 Shares 21,380 Est. Cost $47.70 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,282 Shares 8,390 Est. Cost $130.33 Unrealized +15.7%
MPLX MPLX LP 0.2%
Value ($000) $1,276 Shares 24,765 Est. Cost $53.16 Unrealized
GBIL GOLDMAN SACHS ETF TR 0.2%
Value ($000) $1,273 Shares 12,714 Est. Cost $100.19 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $1,264 Shares 18,218 Est. Cost $46.24 Unrealized +30.6%
MRVI MARAVAI LIFESCIENCES HLDGS I 0.2%
Value ($000) $1,229 Shares 509,941 Est. Cost $5.71 Unrealized -63.2%
AVGO BROADCOM INC 0.2%
Value ($000) $1,179 Shares 4,277 Est. Cost $153.22 Unrealized +40.9%
NOW SERVICENOW INC 0.2%
Value ($000) $1,174 Shares 1,142 Est. Cost $136.01 Unrealized +38.7%
GE GE AEROSPACE 0.2%
Value ($000) $1,169 Shares 4,542 Est. Cost $172.91 Unrealized +26.4%
MET METLIFE INC 0.2%
Value ($000) $1,147 Shares 14,269 Est. Cost $42.21 Unrealized +79.6%
LLY ELI LILLY & CO 0.2%
Value ($000) $1,077 Shares 1,381 Est. Cost $549.64 Unrealized +40.7%
VICI VICI PPTYS INC 0.2%
Value ($000) $1,041 Shares 31,922 Est. Cost $29.36 Unrealized +4.0%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,020 Shares 4,026 Est. Cost $121.49 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $1,006 Shares 19,855 Est. Cost $50.36 Unrealized
EWBC EAST WEST BANCORP INC 0.2%
Value ($000) $963 Shares 9,539 Est. Cost $62.49 Unrealized +38.8%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.2%
Value ($000) $963 Shares 10,245 Est. Cost $68.59 Unrealized
GEV GE VERNOVA INC 0.2%
Value ($000) $961 Shares 1,816 Est. Cost $259.68 Unrealized +60.2%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $956 Shares 5,248 Est. Cost $61.68 Unrealized +171.4%
CTA SIMPLIFY EXCHANGE TRADED FUN 0.2%
Value ($000) $944 Shares 35,302 Est. Cost $26.74 Unrealized
STRL STERLING INFRASTRUCTURE INC 0.2%
Value ($000) $919 Shares 3,984 Est. Cost $123.88 Unrealized +40.9%
VRT VERTIV HOLDINGS CO 0.2%
Value ($000) $884 Shares 6,885 Est. Cost $94.97 Unrealized +2.3%
GTY GETTY RLTY CORP NEW 0.2%
Value ($000) $883 Shares 31,961 Est. Cost $27.64 Unrealized
AGX ARGAN INC 0.2%
Value ($000) $881 Shares 3,995 Est. Cost $138.40 Unrealized +29.5%
ABT ABBOTT LABS 0.2%
Value ($000) $838 Shares 6,160 Est. Cost $90.27 Unrealized +44.7%
CAH CARDINAL HEALTH INC 0.2%
Value ($000) $823 Shares 4,898 Est. Cost $70.70 Unrealized +108.1%
IBKR INTERACTIVE BROKERS GROUP IN 0.2%
Value ($000) $807 Shares 14,556 Est. Cost $43.06 Unrealized +9.8%
LOW LOWES COS INC 0.2%
Value ($000) $784 Shares 3,535 Est. Cost $190.22 Unrealized +16.0%
PJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $775 Shares 17,683 Est. Cost $32.94 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $767 Shares 4,190 Est. Cost $154.44 Unrealized +2.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $765 Shares 2,399 Est. Cost $142.10 Unrealized +96.6%
MP MP MATERIALS CORP 0.1%
Value ($000) $728 Shares 21,891 Est. Cost $13.76 Unrealized +85.5%
ABBV ABBVIE INC 0.1%
Value ($000) $726 Shares 3,909 Est. Cost $78.13 Unrealized +133.8%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $712 Shares 2,669 Est. Cost $226.76 Unrealized +13.6%
MCD MCDONALDS CORP 0.1%
Value ($000) $705 Shares 2,415 Est. Cost $186.74 Unrealized +62.5%
GLW CORNING INC 0.1%
Value ($000) $705 Shares 13,412 Est. Cost $44.57 Unrealized +3.9%
DIS DISNEY WALT CO 0.1%
Value ($000) $665 Shares 5,366 Est. Cost $124.02 Unrealized -17.1%
TMUS T-MOBILE US INC 0.1%
Value ($000) $658 Shares 2,763 Est. Cost $171.10 Unrealized +41.1%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $653 Shares 2,986 Est. Cost $216.95 Unrealized +2.9%
GPIQ GOLDMAN SACHS ETF TR 0.1%
Value ($000) $648 Shares 13,017 Est. Cost $44.60 Unrealized
SU SUNCOR ENERGY INC NEW 0.1%
Value ($000) $644 Shares 17,194 Est. Cost $26.49 Unrealized +35.4%
HWM HOWMET AEROSPACE INC 0.1%
Value ($000) $629 Shares 3,380 Est. Cost $97.19 Unrealized +58.1%
CB CHUBB LIMITED 0.1%
Value ($000) $629 Shares 2,171 Est. Cost $260.84 Unrealized +10.0%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $627 Shares 3,064 Est. Cost $180.47 Unrealized +2.9%
IWB ISHARES TR 0.1%
Value ($000) $621 Shares 1,829 Est. Cost $140.67 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $615 Shares 621 Est. Cost $703.69 Unrealized +40.8%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $614 Shares 6,576 Est. Cost $37.76 Unrealized +118.0%
FTNT FORTINET INC 0.1%
Value ($000) $595 Shares 5,625 Est. Cost $58.88 Unrealized +71.3%
JPIE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $592 Shares 12,772 Est. Cost $46.96 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $585 Shares 11,915 Est. Cost $51.62 Unrealized
LENZ LENZ THERAPEUTICS INC 0.1%
Value ($000) $583 Shares 19,874 Est. Cost $29.32 Unrealized -7.2%
URI UNITED RENTALS INC 0.1%
Value ($000) $581 Shares 771 Est. Cost $670.75 Unrealized -0.8%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $573 Shares 1,886 Est. Cost $282.40 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $568 Shares 7,092 Est. Cost $40.93 Unrealized +73.8%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $554 Shares 4,066 Est. Cost $58.81 Unrealized +99.4%
WCC WESCO INTL INC 0.1%
Value ($000) $538 Shares 2,903 Est. Cost $187.01 Unrealized -12.3%
MCK MCKESSON CORP 0.1%
Value ($000) $532 Shares 726 Est. Cost $353.18 Unrealized +99.3%
OKE ONEOK INC NEW 0.1%
Value ($000) $531 Shares 6,502 Est. Cost $57.97 Unrealized +39.2%
KO COCA COLA CO 0.1%
Value ($000) $528 Shares 7,456 Est. Cost $48.73 Unrealized +43.2%
TW TRADEWEB MKTS INC 0.1%
Value ($000) $526 Shares 3,594 Est. Cost $139.53 Unrealized 0.0%
CRM SALESFORCE INC 0.1%
Value ($000) $525 Shares 1,925 Est. Cost $210.14 Unrealized +26.6%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $509 Shares 7,419 Est. Cost $33.52 Unrealized -18.5%
KLAC KLA CORP 0.1%
Value ($000) $507 Shares 566 Est. Cost $580.89 Unrealized +28.9%
BAC BANK AMERICA CORP 0.1%
Value ($000) $500 Shares 10,560 Est. Cost $28.12 Unrealized +47.4%
SNA SNAP ON INC 0.1%
Value ($000) $497 Shares 1,598 Est. Cost $206.22 Unrealized +51.6%
LAKE LAKELAND INDS INC 0.1%
Value ($000) $494 Shares 36,317 Est. Cost $21.71 Unrealized -22.9%
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $493 Shares 4,020 Est. Cost $104.22 Unrealized -2.8%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $482 Shares 5,286 Est. Cost $77.67 Unrealized +7.1%
FSK FS KKR CAP CORP 0.1%
Value ($000) $480 Shares 23,135 Est. Cost $14.43 Unrealized +25.6%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $480 Shares 2,310 Est. Cost $150.34 Unrealized +15.9%
FDX FEDEX CORP 0.1%
Value ($000) $467 Shares 2,053 Est. Cost $231.76 Unrealized -7.1%
CDZI CADIZ INC 0.1%
Value ($000) $462 Shares 154,681 Est. Cost $7.12 Unrealized -59.7%
MRK MERCK & CO INC 0.1%
Value ($000) $462 Shares 5,835 Est. Cost $78.76 Unrealized -1.7%
AVNT AVIENT CORPORATION 0.1%
Value ($000) $455 Shares 14,081 Est. Cost $40.15 Unrealized -15.8%
PJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $449 Shares 10,199 Est. Cost $34.37 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $446 Shares 1,216 Est. Cost $266.61 Unrealized +33.5%
O REALTY INCOME CORP 0.1%
Value ($000) $445 Shares 7,730 Est. Cost $48.63 Unrealized +12.0%
PAYX PAYCHEX INC 0.1%
Value ($000) $445 Shares 3,056 Est. Cost $59.33 Unrealized +148.6%
AMGN AMGEN INC 0.1%
Value ($000) $443 Shares 1,586 Est. Cost $228.56 Unrealized +21.5%
ONEQ FIDELITY COMWLTH TR 0.1%
Value ($000) $441 Shares 5,500 Est. Cost $88.63 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $436 Shares 4,873 Est. Cost $63.19 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $431 Shares 1,971 Est. Cost $131.30 Unrealized +22.5%
QCOM QUALCOMM INC 0.1%
Value ($000) $430 Shares 2,700 Est. Cost $128.07 Unrealized +13.2%
UNP UNION PAC CORP 0.1%
Value ($000) $427 Shares 1,855 Est. Cost $195.49 Unrealized +11.8%
MO ALTRIA GROUP INC 0.1%
Value ($000) $426 Shares 7,259 Est. Cost $34.81 Unrealized +60.7%
RDVY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $412 Shares 6,564 Est. Cost $56.89 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG COR 0.1%
Value ($000) $409 Shares 3,927 Est. Cost $92.17 Unrealized +18.7%
PEP PEPSICO INC 0.1%
Value ($000) $407 Shares 3,082 Est. Cost $132.77 Unrealized -1.3%
COWZ PACER FDS TR 0.1%
Value ($000) $403 Shares 7,316 Est. Cost $50.71 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $399 Shares 298 Est. Cost $85.82 Unrealized +31.8%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $388 Shares 4,272 Est. Cost $67.75 Unrealized +32.9%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $387 Shares 2,622 Est. Cost $88.06 Unrealized
INGR INGREDION INC 0.1%
Value ($000) $385 Shares 2,835 Est. Cost $131.64 Unrealized +2.6%
LW LAMB WESTON HLDGS INC 0.1%
Value ($000) $384 Shares 7,412 Est. Cost $63.91 Unrealized -17.5%
AON AON PLC 0.1%
Value ($000) $384 Shares 1,076 Est. Cost $286.48 Unrealized +26.1%
MDXH MDXHEALTH SA 0.1%
Value ($000) $383 Shares 173,100 Est. Cost $1.85 Unrealized +1.4%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $382 Shares 2,080 Est. Cost $153.64 Unrealized +10.9%
SFM SPROUTS FMRS MKT INC 0.1%
Value ($000) $377 Shares 2,288 Est. Cost $72.86 Unrealized +124.2%
FLS FLOWSERVE CORP 0.1%
Value ($000) $376 Shares 7,185 Est. Cost $47.81 Unrealized -2.7%
SOXX ISHARES TR 0.1%
Value ($000) $374 Shares 1,566 Est. Cost $245.93 Unrealized
SJT SAN JUAN BASIN RTY TR 0.1%
Value ($000) $369 Shares 61,868 Est. Cost $5.41 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $368 Shares 3,783 Est. Cost $74.98 Unrealized +5.2%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $366 Shares 524 Est. Cost $412.22 Unrealized +52.4%
STT STATE STR CORP 0.1%
Value ($000) $360 Shares 3,382 Est. Cost $61.86 Unrealized +46.4%
HUBB HUBBELL INC 0.1%
Value ($000) $353 Shares 865 Est. Cost $378.65 Unrealized -2.9%
MCO MOODYS CORP 0.1%
Value ($000) $350 Shares 698 Est. Cost $322.99 Unrealized +42.7%
CI THE CIGNA GROUP 0.1%
Value ($000) $344 Shares 1,041 Est. Cost $311.40 Unrealized +2.1%
CDW CDW CORP 0.1%
Value ($000) $342 Shares 1,915 Est. Cost $181.24 Unrealized -7.2%
MUU DIREXION SHS ETF TR 0.1%
Value ($000) $341 Shares 14,041 Est. Cost $24.27 Unrealized
IXN ISHARES TR 0.1%
Value ($000) $340 Shares 3,683 Est. Cost $54.36 Unrealized
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $337 Shares 2,000 Est. Cost $97.59 Unrealized +65.4%
WYNN WYNN RESORTS LTD 0.1%
Value ($000) $337 Shares 3,600 Est. Cost $79.11 Unrealized +6.7%
IJK ISHARES TR 0.1%
Value ($000) $331 Shares 3,637 Est. Cost $69.32 Unrealized
BA BOEING CO 0.1%
Value ($000) $327 Shares 1,559 Est. Cost $205.48 Unrealized -8.1%
IVW ISHARES TR 0.1%
Value ($000) $326 Shares 2,958 Est. Cost $70.48 Unrealized
AME AMETEK INC 0.1%
Value ($000) $325 Shares 1,797 Est. Cost $137.24 Unrealized +24.8%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $321 Shares 1,348 Est. Cost $153.12 Unrealized +34.6%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $320 Shares 569 Est. Cost $357.83 Unrealized +54.1%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $301 Shares 3,003 Est. Cost $68.75 Unrealized +50.8%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $301 Shares 4,457 Est. Cost $56.27 Unrealized +15.8%
KCE SPDR SERIES TRUST 0.1%
Value ($000) $297 Shares 2,052 Est. Cost $127.18 Unrealized
FHEQ FIDELITY GREENWOOD STREET TR 0.1%
Value ($000) $293 Shares 10,151 Est. Cost $28.82 Unrealized
COIN COINBASE GLOBAL INC 0.1%
Value ($000) $287 Shares 818 Est. Cost $233.78 Unrealized 0.0%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $286 Shares 3,981 Est. Cost $63.73 Unrealized +12.9%
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $285 Shares 2,962 Est. Cost $91.47 Unrealized +6.9%
T AT&T INC 0.1%
Value ($000) $283 Shares 9,796 Est. Cost $16.85 Unrealized +60.0%
BLACKROCK SCIENCE & TECHNOLO 0.1%
Value ($000) $282 Shares 13,600 Est. Cost $20.36 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $280 Shares 9,599 Est. Cost $27.07 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $278 Shares 10,974 Est. Cost $25.86 Unrealized
FCNCA FIRST CTZNS BANCSHARES INC N 0.1%
Value ($000) $273 Shares 139 Est. Cost $2074.58 Unrealized -12.8%
DAPR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $271 Shares 7,190 Est. Cost $29.15 Unrealized
NKE NIKE INC 0.1%
Value ($000) $268 Shares 3,771 Est. Cost $87.25 Unrealized -32.3%
BIBL NORTHERN LTS FD TR IV 0.1%
Value ($000) $266 Shares 6,445 Est. Cost $41.33 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $259 Shares 491 Est. Cost $396.73 Unrealized +25.2%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $258 Shares 484 Est. Cost $425.65 Unrealized +15.2%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $257 Shares 9,965 Est. Cost $24.51 Unrealized +8.8%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $256 Shares 9,648 Est. Cost $27.29 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $253 Shares 1,959 Est. Cost $113.17 Unrealized +16.4%
NDAQ NASDAQ INC 0.0%
Value ($000) $252 Shares 2,816 Est. Cost $79.17 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $250 Shares 2,329 Est. Cost $100.70 Unrealized +0.5%
QQQI NEOS ETF TRUST 0.0%
Value ($000) $249 Shares 4,795 Est. Cost $47.43 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $249 Shares 2,772 Est. Cost $82.88 Unrealized +6.2%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $247 Shares 10,116 Est. Cost $23.10 Unrealized
CIEN CIENA CORP 0.0%
Value ($000) $244 Shares 3,000 Est. Cost $71.73 Unrealized 0.0%
UJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $243 Shares 6,605 Est. Cost $28.23 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $237 Shares 9,775 Est. Cost $34.36 Unrealized -35.0%
SO SOUTHERN CO 0.0%
Value ($000) $237 Shares 2,579 Est. Cost $81.91 Unrealized +7.4%
SRE SEMPRA 0.0%
Value ($000) $231 Shares 3,049 Est. Cost $75.52 Unrealized -3.9%
ALSN ALLISON TRANSMISSION HLDGS I 0.0%
Value ($000) $229 Shares 2,406 Est. Cost $50.18 Unrealized +91.1%
GWRS GLOBAL WTR RES INC 0.0%
Value ($000) $226 Shares 22,155 Est. Cost $10.81 Unrealized -7.2%
PDP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $225 Shares 2,068 Est. Cost $98.80 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $222 Shares 560 Est. Cost $396.54 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $221 Shares 1,015 Est. Cost $188.66 Unrealized +8.3%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $220 Shares 400 Est. Cost $526.61 Unrealized 0.0%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $219 Shares 3,244 Est. Cost $52.84 Unrealized +26.1%
CRTC DBX ETF TR 0.0%
Value ($000) $217 Shares 6,380 Est. Cost $34.01 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $216 Shares 1,813 Est. Cost $104.85 Unrealized +4.4%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $212 Shares 2,355 Est. Cost $89.74 Unrealized +1.6%
SBRA SABRA HEALTH CARE REIT INC 0.0%
Value ($000) $212 Shares 11,500 Est. Cost $21.30 Unrealized
KW KENNEDY-WILSON HOLDINGS INC 0.0%
Value ($000) $211 Shares 31,071 Est. Cost $9.10 Unrealized -26.7%
IDHQ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $211 Shares 6,391 Est. Cost $24.87 Unrealized
GXO GXO LOGISTICS INCORPORATED 0.0%
Value ($000) $209 Shares 4,298 Est. Cost $39.85 Unrealized 0.0%
PWR QUANTA SVCS INC 0.0%
Value ($000) $201 Shares 531 Est. Cost $320.76 Unrealized 0.0%
BKKT BAKKT HOLDINGS INC 0.0%
Value ($000) $159 Shares 11,377 Est. Cost $11.04 Unrealized 0.0%
FTK FLOTEK INDS INC DEL 0.0%
Value ($000) $157 Shares 10,634 Est. Cost $4.76 Unrealized +142.2%
WU WESTERN UN CO 0.0%
Value ($000) $148 Shares 17,563 Est. Cost $9.79 Unrealized
AEO AMERICAN EAGLE OUTFITTERS IN 0.0%
Value ($000) $144 Shares 15,000 Est. Cost $10.45 Unrealized 0.0%
ACDC PROFRAC HLDG CORP 0.0%
Value ($000) $81 Shares 10,469 Est. Cost $12.31 Unrealized -46.8%
DBI DESIGNER BRANDS INC 0.0%
Value ($000) $55 Shares 23,000 Est. Cost $4.47 Unrealized -34.7%
CALIDI BIOTHERAPEUTICS INC 0.0%
Value ($000) $5 Shares 21,023 Est. Cost $1.14 Unrealized