Centric Wealth Management Diversified Active

CIK: 0001752761 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 12, 2025

Total Value ($000): $418,929 (100.0% shares, 0.0% debt)

Holdings (192)

UPS UNITED PARCEL SERVICE INC 6.2%
Value ($000) $26,159 Shares 301,818 Est. Cost $87.71 Unrealized +7.3%
VOO VANGUARD INDEX FDS 4.7%
Value ($000) $19,775 Shares 33,760 Est. Cost $585.74 Unrealized
AAPL APPLE INC 3.6%
Value ($000) $15,216 Shares 66,344 Est. Cost $126.28 Unrealized +59.5%
UNH UNITEDHEALTH GROUP INC 3.2%
Value ($000) $13,324 Shares 53,109 Est. Cost $372.47 Unrealized +0.7%
HFSI HARTFORD FDS EXCHANGE TRADED 3.0%
Value ($000) $12,546 Shares 357,323 Est. Cost $34.36 Unrealized
MSFT MICROSOFT CORP 2.4%
Value ($000) $9,979 Shares 19,116 Est. Cost $276.08 Unrealized +56.6%
PALC PACER FDS TR 2.4%
Value ($000) $9,869 Shares 195,113 Est. Cost $43.32 Unrealized
FTLS FIRST TR EXCH TRADED FD III 2.2%
Value ($000) $9,101 Shares 135,858 Est. Cost $59.28 Unrealized
NVDA NVIDIA CORPORATION 2.0%
Value ($000) $8,483 Shares 46,433 Est. Cost $103.00 Unrealized +22.2%
SGOV ISHARES TR 2.0%
Value ($000) $8,431 Shares 83,910 Est. Cost $100.57 Unrealized
SCHR SCHWAB STRATEGIC TR 1.9%
Value ($000) $8,130 Shares 325,987 Est. Cost $24.41 Unrealized
IBDV ISHARES TR 1.9%
Value ($000) $8,005 Shares 364,839 Est. Cost $21.44 Unrealized
VONV VANGUARD SCOTTSDALE FDS 1.6%
Value ($000) $6,625 Shares 77,183 Est. Cost $85.83 Unrealized
LLY ELI LILLY & CO 1.5%
Value ($000) $6,383 Shares 10,202 Est. Cost $146.46 Unrealized +428.0%
SCHD SCHWAB STRATEGIC TR 1.4%
Value ($000) $6,036 Shares 224,572 Est. Cost $42.22 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 1.4%
Value ($000) $5,713 Shares 30,556 Est. Cost $63.13 Unrealized +85.8%
FNGU BANK MONTREAL QUE 1.4%
Value ($000) $5,674 Shares 220,533 Est. Cost $25.73 Unrealized
AMZN AMAZON COM INC 1.2%
Value ($000) $5,069 Shares 22,763 Est. Cost $129.88 Unrealized +52.4%
SPTS SPDR SERIES TRUST 1.2%
Value ($000) $4,922 Shares 168,504 Est. Cost $29.22 Unrealized
WSM WILLIAMS SONOMA INC 1.1%
Value ($000) $4,766 Shares 23,898 Est. Cost $99.00 Unrealized +57.3%
ABBV ABBVIE INC 1.1%
Value ($000) $4,712 Shares 23,794 Est. Cost $144.90 Unrealized +26.1%
EVR EVERCORE INC 1.1%
Value ($000) $4,595 Shares 15,539 Est. Cost $103.69 Unrealized +110.6%
SCHQ SCHWAB STRATEGIC TR 1.1%
Value ($000) $4,538 Shares 143,603 Est. Cost $32.28 Unrealized
ORCL ORACLE CORP 1.1%
Value ($000) $4,418 Shares 17,669 Est. Cost $50.72 Unrealized +217.0%
JPM JPMORGAN CHASE & CO. 1.0%
Value ($000) $4,341 Shares 15,034 Est. Cost $187.31 Unrealized +34.9%
QQQ INVESCO QQQ TR 1.0%
Value ($000) $4,269 Shares 7,429 Est. Cost $505.60 Unrealized
AMD ADVANCED MICRO DEVICES INC 1.0%
Value ($000) $4,243 Shares 24,561 Est. Cost $125.07 Unrealized -13.0%
IBDT ISHARES TR 1.0%
Value ($000) $4,053 Shares 159,691 Est. Cost $25.00 Unrealized
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $3,848 Shares 3,922 Est. Cost $764.55 Unrealized +29.6%
VTWG VANGUARD SCOTTSDALE FDS 0.9%
Value ($000) $3,822 Shares 17,968 Est. Cost $212.69 Unrealized
XLU SELECT SECTOR SPDR TR 0.9%
Value ($000) $3,794 Shares 44,029 Est. Cost $84.64 Unrealized
XLC SELECT SECTOR SPDR TR 0.9%
Value ($000) $3,692 Shares 34,304 Est. Cost $102.22 Unrealized
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $3,614 Shares 23,543 Est. Cost $139.31 Unrealized +15.4%
ADP AUTOMATIC DATA PROCESSING IN 0.8%
Value ($000) $3,475 Shares 11,362 Est. Cost $182.91 Unrealized +65.3%
XLE SELECT SECTOR SPDR TR 0.8%
Value ($000) $3,464 Shares 40,791 Est. Cost $88.06 Unrealized
CVX CHEVRON CORP NEW 0.8%
Value ($000) $3,445 Shares 22,223 Est. Cost $140.70 Unrealized -2.6%
MTG MGIC INVT CORP WIS 0.8%
Value ($000) $3,441 Shares 126,642 Est. Cost $14.81 Unrealized +73.7%
RTX RTX CORPORATION 0.8%
Value ($000) $3,399 Shares 21,948 Est. Cost $119.60 Unrealized +10.2%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $3,375 Shares 31,604 Est. Cost $83.77 Unrealized +24.8%
V VISA INC 0.8%
Value ($000) $3,353 Shares 9,955 Est. Cost $192.17 Unrealized +80.6%
MA MASTERCARD INCORPORATED 0.8%
Value ($000) $3,348 Shares 5,829 Est. Cost $279.14 Unrealized +97.6%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $3,325 Shares 19,185 Est. Cost $148.42 Unrealized +1.6%
IVV ISHARES TR 0.8%
Value ($000) $3,281 Shares 5,124 Est. Cost $391.19 Unrealized
GLD SPDR GOLD TR 0.8%
Value ($000) $3,280 Shares 10,477 Est. Cost $188.21 Unrealized
DKS DICKS SPORTING GOODS INC 0.8%
Value ($000) $3,267 Shares 15,465 Est. Cost $54.53 Unrealized +234.3%
ADI ANALOG DEVICES INC 0.8%
Value ($000) $3,248 Shares 14,501 Est. Cost $164.57 Unrealized +25.2%
WMT WALMART INC 0.8%
Value ($000) $3,242 Shares 31,251 Est. Cost $78.78 Unrealized +20.3%
DIVO AMPLIFY ETF TR 0.7%
Value ($000) $3,051 Shares 70,973 Est. Cost $41.79 Unrealized
PFE PFIZER INC 0.7%
Value ($000) $2,984 Shares 121,380 Est. Cost $26.29 Unrealized -15.0%
TJX TJX COS INC NEW 0.7%
Value ($000) $2,972 Shares 22,621 Est. Cost $59.57 Unrealized +111.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $2,922 Shares 6,278 Est. Cost $337.83 Unrealized +50.3%
GILD GILEAD SCIENCES INC 0.7%
Value ($000) $2,869 Shares 24,023 Est. Cost $92.02 Unrealized +13.4%
SNA SNAP ON INC 0.7%
Value ($000) $2,832 Shares 8,800 Est. Cost $219.80 Unrealized +42.2%
AIG AMERICAN INTL GROUP INC 0.7%
Value ($000) $2,827 Shares 36,179 Est. Cost $54.56 Unrealized +50.3%
CRWD CROWDSTRIKE HLDGS INC 0.7%
Value ($000) $2,779 Shares 6,547 Est. Cost $353.62 Unrealized +22.6%
UNP UNION PAC CORP 0.6%
Value ($000) $2,709 Shares 12,190 Est. Cost $185.94 Unrealized +17.5%
TSLA TESLA INC 0.6%
Value ($000) $2,604 Shares 7,900 Est. Cost $310.10 Unrealized -2.8%
HERD PACER FDS TR 0.6%
Value ($000) $2,539 Shares 62,496 Est. Cost $37.35 Unrealized
WM WASTE MGMT INC DEL 0.6%
Value ($000) $2,488 Shares 10,585 Est. Cost $215.16 Unrealized +6.7%
KBDC KAYNE ANDERSON BDC INC 0.6%
Value ($000) $2,474 Shares 161,669 Est. Cost $14.56 Unrealized -0.7%
CF CF INDS HLDGS INC 0.6%
Value ($000) $2,444 Shares 30,210 Est. Cost $76.07 Unrealized +10.4%
INGR INGREDION INC 0.6%
Value ($000) $2,443 Shares 19,350 Est. Cost $105.68 Unrealized +27.8%
MRK MERCK & CO INC 0.6%
Value ($000) $2,388 Shares 29,596 Est. Cost $76.14 Unrealized +1.6%
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $2,333 Shares 5,481 Est. Cost $493.41 Unrealized -7.0%
KMI KINDER MORGAN INC DEL 0.5%
Value ($000) $2,292 Shares 85,237 Est. Cost $25.57 Unrealized +4.7%
PFG PRINCIPAL FINANCIAL GROUP IN 0.5%
Value ($000) $2,227 Shares 29,081 Est. Cost $75.08 Unrealized -0.4%
MPC MARATHON PETE CORP 0.5%
Value ($000) $2,138 Shares 13,294 Est. Cost $93.43 Unrealized +58.3%
QCOM QUALCOMM INC 0.5%
Value ($000) $2,129 Shares 14,428 Est. Cost $146.43 Unrealized -1.0%
GOOG ALPHABET INC 0.5%
Value ($000) $1,908 Shares 9,443 Est. Cost $113.40 Unrealized +45.4%
AVGO BROADCOM INC 0.4%
Value ($000) $1,860 Shares 6,099 Est. Cost $130.53 Unrealized +65.4%
IBDR ISHARES TR 0.4%
Value ($000) $1,719 Shares 71,073 Est. Cost $24.08 Unrealized
ALLE ALLEGION PLC 0.4%
Value ($000) $1,707 Shares 10,427 Est. Cost $107.84 Unrealized +26.4%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $1,661 Shares 19,611 Est. Cost $52.90 Unrealized +70.2%
MOH MOLINA HEALTHCARE INC 0.4%
Value ($000) $1,562 Shares 9,956 Est. Cost $258.46 Unrealized +21.5%
USMV ISHARES TR 0.4%
Value ($000) $1,503 Shares 16,192 Est. Cost $53.25 Unrealized
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,407 Shares 5,290 Est. Cost $247.95 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $1,359 Shares 4,450 Est. Cost $200.00 Unrealized +51.8%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $1,325 Shares 2,080 Est. Cost $487.43 Unrealized
BTGD TIDAL TR II 0.3%
Value ($000) $1,179 Shares 29,895 Est. Cost $26.37 Unrealized
XLF SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,168 Shares 22,528 Est. Cost $48.08 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $1,165 Shares 5,785 Est. Cost $114.41 Unrealized +42.7%
SFY TIDAL TRUST I 0.3%
Value ($000) $1,141 Shares 9,284 Est. Cost $108.84 Unrealized
MTH MERITAGE HOMES CORP 0.3%
Value ($000) $1,105 Shares 15,318 Est. Cost $71.70 Unrealized -7.6%
TIDAL TRUST I 0.3%
Value ($000) $1,102 Shares 50,619 Est. Cost $19.92 Unrealized
UNG UNITED STS NAT GAS FD LP 0.3%
Value ($000) $1,056 Shares 80,000 Est. Cost $13.20 Unrealized
MAGG MADISON ETFS TRUST 0.3%
Value ($000) $1,050 Shares 51,525 Est. Cost $19.90 Unrealized
COWZ PACER FDS TR 0.2%
Value ($000) $1,035 Shares 18,627 Est. Cost $56.21 Unrealized
MSTI MADISON ETFS TRUST 0.2%
Value ($000) $994 Shares 48,158 Est. Cost $20.46 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $979 Shares 4,527 Est. Cost $169.32 Unrealized +17.9%
FHLC FIDELITY COVINGTON TRUST 0.2%
Value ($000) $951 Shares 15,307 Est. Cost $62.15 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $942 Shares 13,006 Est. Cost $56.34 Unrealized +20.9%
IYY ISHARES TR 0.2%
Value ($000) $924 Shares 5,950 Est. Cost $105.96 Unrealized
KLAC KLA CORP 0.2%
Value ($000) $909 Shares 994 Est. Cost $409.19 Unrealized +82.9%
FIAX TIDAL TR II 0.2%
Value ($000) $902 Shares 49,599 Est. Cost $19.52 Unrealized
MAIA MAIA BIOTECHNOLOGY INC 0.2%
Value ($000) $872 Shares 573,398 Est. Cost $1.95 Unrealized -8.0%
WOMN TIDAL TRUST III 0.2%
Value ($000) $858 Shares 21,826 Est. Cost $35.23 Unrealized
GVLU TIDAL TRUST I 0.2%
Value ($000) $844 Shares 35,002 Est. Cost $21.99 Unrealized
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $754 Shares 2,692 Est. Cost $145.37 Unrealized +60.3%
CCSB TIDAL TR II 0.2%
Value ($000) $705 Shares 34,480 Est. Cost $20.31 Unrealized
PSFF PACER FDS TR 0.2%
Value ($000) $699 Shares 22,551 Est. Cost $26.29 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $687 Shares 2,195 Est. Cost $300.16 Unrealized
BOIL PROSHARES TR II 0.2%
Value ($000) $671 Shares 20,000 Est. Cost $33.55 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $631 Shares 820 Est. Cost $270.52 Unrealized +127.9%
MMLG FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $631 Shares 18,225 Est. Cost $27.38 Unrealized
CRPT FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $630 Shares 28,238 Est. Cost $8.83 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $624 Shares 8,698 Est. Cost $48.95 Unrealized +23.4%
BAB INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $619 Shares 23,222 Est. Cost $26.57 Unrealized
DARP TIDAL TR II 0.1%
Value ($000) $617 Shares 16,079 Est. Cost $30.43 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $586 Shares 7,975 Est. Cost $73.45 Unrealized
AGQI FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $577 Shares 36,923 Est. Cost $14.10 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $574 Shares 2,370 Est. Cost $120.22 Unrealized +111.1%
HUBB HUBBELL INC 0.1%
Value ($000) $573 Shares 1,368 Est. Cost $140.57 Unrealized +161.5%
HAUS TIDAL TRUST I 0.1%
Value ($000) $563 Shares 32,380 Est. Cost $19.18 Unrealized
MFUT TIDAL TR II 0.1%
Value ($000) $553 Shares 37,534 Est. Cost $16.48 Unrealized
CDW CDW CORP 0.1%
Value ($000) $540 Shares 3,317 Est. Cost $140.70 Unrealized +19.5%
CNC CENTENE CORP DEL 0.1%
Value ($000) $537 Shares 21,000 Est. Cost $58.65 Unrealized 0.0%
MS MORGAN STANLEY 0.1%
Value ($000) $524 Shares 3,661 Est. Cost $71.18 Unrealized +69.9%
MTUM ISHARES TR 0.1%
Value ($000) $501 Shares 2,041 Est. Cost $147.41 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $471 Shares 389 Est. Cost $43.65 Unrealized +159.0%
ILDR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $459 Shares 15,312 Est. Cost $23.78 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value ($000) $458 Shares 1,555 Est. Cost $274.39 Unrealized
MYLD CAMBRIA ETF TR 0.1%
Value ($000) $458 Shares 19,214 Est. Cost $27.14 Unrealized
GWW GRAINGER W W INC 0.1%
Value ($000) $457 Shares 481 Est. Cost $917.50 Unrealized +12.6%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $452 Shares 1,519 Est. Cost $147.61 Unrealized +89.3%
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $447 Shares 4,824 Est. Cost $72.47 Unrealized +38.8%
EZM WISDOMTREE TR 0.1%
Value ($000) $437 Shares 6,995 Est. Cost $38.16 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $432 Shares 80 Est. Cost $2599.14 Unrealized +96.0%
WTMF WISDOMTREE TR 0.1%
Value ($000) $426 Shares 11,758 Est. Cost $35.10 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $414 Shares 1,068 Est. Cost $214.89 Unrealized +65.6%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $412 Shares 1,403 Est. Cost $481.84 Unrealized -17.7%
PEP PEPSICO INC 0.1%
Value ($000) $409 Shares 2,818 Est. Cost $125.83 Unrealized +4.1%
ABT ABBOTT LABS 0.1%
Value ($000) $401 Shares 2,983 Est. Cost $102.12 Unrealized +27.9%
CAT CATERPILLAR INC 0.1%
Value ($000) $399 Shares 957 Est. Cost $222.36 Unrealized +48.8%
SPYM SPDR SERIES TRUST 0.1%
Value ($000) $395 Shares 5,272 Est. Cost $64.65 Unrealized
PBR PETROLEO BRASILEIRO SA PETRO 0.1%
Value ($000) $384 Shares 31,699 Est. Cost $12.12 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value ($000) $377 Shares 4,119 Est. Cost $73.31 Unrealized
HTUS CAPITOL SER TR 0.1%
Value ($000) $360 Shares 8,809 Est. Cost $41.97 Unrealized
CBOE CBOE GLOBAL MKTS INC 0.1%
Value ($000) $355 Shares 1,404 Est. Cost $143.77 Unrealized +54.6%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $353 Shares 6,920 Est. Cost $88.15 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $353 Shares 2,709 Est. Cost $145.57 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value ($000) $352 Shares 20,399 Est. Cost $17.28 Unrealized
BGIG ETF SER SOLUTIONS 0.1%
Value ($000) $349 Shares 11,360 Est. Cost $30.02 Unrealized
BLK BLACKROCK INC 0.1%
Value ($000) $333 Shares 296 Est. Cost $988.90 Unrealized -5.6%
BAC BANK AMERICA CORP 0.1%
Value ($000) $331 Shares 7,197 Est. Cost $37.84 Unrealized +9.5%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $323 Shares 1,351 Est. Cost $313.47 Unrealized -3.4%
TAIL CAMBRIA ETF TR 0.1%
Value ($000) $321 Shares 27,027 Est. Cost $12.13 Unrealized
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $318 Shares 437 Est. Cost $407.15 Unrealized +54.3%
ITA ISHARES TR 0.1%
Value ($000) $315 Shares 1,601 Est. Cost $123.20 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $314 Shares 1,142 Est. Cost $198.42 Unrealized +10.2%
LOW LOWES COS INC 0.1%
Value ($000) $311 Shares 1,290 Est. Cost $222.00 Unrealized -0.6%
KSPY KRANESHARES TRUST 0.1%
Value ($000) $305 Shares 11,174 Est. Cost $25.35 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $301 Shares 1,566 Est. Cost $192.11 Unrealized
SRE SEMPRA 0.1%
Value ($000) $295 Shares 3,613 Est. Cost $67.33 Unrealized +7.8%
TKO TKO GROUP HOLDINGS INC 0.1%
Value ($000) $292 Shares 1,789 Est. Cost $112.93 Unrealized +40.9%
IUS INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $290 Shares 5,559 Est. Cost $51.27 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $279 Shares 1,339 Est. Cost $185.05 Unrealized 0.0%
FDX FEDEX CORP 0.1%
Value ($000) $273 Shares 1,196 Est. Cost $239.79 Unrealized -10.2%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $263 Shares 1,423 Est. Cost $180.58 Unrealized -12.8%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $256 Shares 3,875 Est. Cost $66.13 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $252 Shares 349 Est. Cost $680.71 Unrealized
TRND PACER FDS TR 0.1%
Value ($000) $252 Shares 7,779 Est. Cost $30.60 Unrealized
BA BOEING CO 0.1%
Value ($000) $249 Shares 1,086 Est. Cost $172.94 Unrealized +9.2%
BLACKROCK FLOATING RATE INC 0.1%
Value ($000) $248 Shares 19,859 Est. Cost $12.42 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $243 Shares 6,954 Est. Cost $30.99 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $242 Shares 362 Est. Cost $703.74 Unrealized 0.0%
FXI ISHARES TR 0.1%
Value ($000) $239 Shares 6,334 Est. Cost $35.84 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $235 Shares 1,569 Est. Cost $100.02 Unrealized 0.0%
XEL XCEL ENERGY INC 0.1%
Value ($000) $231 Shares 3,150 Est. Cost $56.58 Unrealized +19.9%
TLT ISHARES TR 0.1%
Value ($000) $229 Shares 2,621 Est. Cost $90.50 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $228 Shares 3,564 Est. Cost $58.96 Unrealized
EWG ISHARES INC 0.1%
Value ($000) $227 Shares 5,358 Est. Cost $42.34 Unrealized
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $223 Shares 265 Est. Cost $680.44 Unrealized 0.0%
IVW ISHARES TR 0.1%
Value ($000) $221 Shares 1,927 Est. Cost $114.74 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $221 Shares 2,398 Est. Cost $69.57 Unrealized +22.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $220 Shares 909 Est. Cost $241.83 Unrealized
NKE NIKE INC 0.1%
Value ($000) $219 Shares 2,954 Est. Cost $59.08 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $217 Shares 92 Est. Cost $1984.94 Unrealized +17.7%
EMR EMERSON ELEC CO 0.1%
Value ($000) $216 Shares 1,625 Est. Cost $113.54 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $210 Shares 447 Est. Cost $398.28 Unrealized +31.3%
NVDL GRANITESHARES ETF TR 0.0%
Value ($000) $208 Shares 3,000 Est. Cost Unrealized
T AT&T INC 0.0%
Value ($000) $208 Shares 7,408 Est. Cost $24.35 Unrealized +10.7%
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $206 Shares 3,780 Est. Cost $54.62 Unrealized
ARKB ARK 21SHARES BITCOIN ETF 0.0%
Value ($000) $202 Shares 5,226 Est. Cost $38.71 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $201 Shares 555 Est. Cost $215.55 Unrealized +42.3%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $201 Shares 602 Est. Cost $282.18 Unrealized 0.0%
PIMCO HIGH INCOME FD 0.0%
Value ($000) $135 Shares 27,151 Est. Cost $5.01 Unrealized
BAK BRASKEM S A 0.0%
Value ($000) $128 Shares 40,000 Est. Cost $3.20 Unrealized
NEUBERGER BERMAN ENERGY INFR 0.0%
Value ($000) $100 Shares 11,535 Est. Cost $8.84 Unrealized
COTY COTY INC 0.0%
Value ($000) $95 Shares 20,000 Est. Cost $10.71 Unrealized -53.8%
FSM FORTUNA MNG CORP 0.0%
Value ($000) $66 Shares 10,000 Est. Cost $6.19 Unrealized 0.0%
EXK ENDEAVOUR SILVER CORP 0.0%
Value ($000) $60 Shares 11,064 Est. Cost $3.94 Unrealized 0.0%
BTG B2GOLD CORP 0.0%
Value ($000) $54 Shares 15,000 Est. Cost $3.27 Unrealized 0.0%