Trek Financial, LLC Diversified Active

CIK: 0001768195 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 31, 2025

Total Value ($000): $1,680,771 (100.0% shares, 0.0% debt)

Holdings (435)

XLK SELECT SECTOR SPDR TR 4.8%
Value ($000) $81,505 Shares 289,167 Est. Cost $152.19 Unrealized
IEMG ISHARES INC 2.8%
Value ($000) $47,248 Shares 716,747 Est. Cost $57.41 Unrealized
XLF SELECT SECTOR SPDR TR 2.8%
Value ($000) $46,501 Shares 863,200 Est. Cost $41.34 Unrealized
VOO VANGUARD INDEX FDS 2.3%
Value ($000) $38,950 Shares 63,604 Est. Cost $518.84 Unrealized
VUG VANGUARD INDEX FDS 2.1%
Value ($000) $36,097 Shares 75,264 Est. Cost $381.11 Unrealized
XLY SELECT SECTOR SPDR TR 2.1%
Value ($000) $35,124 Shares 146,570 Est. Cost $181.36 Unrealized
GOOG ALPHABET INC 2.1%
Value ($000) $34,756 Shares 142,706 Est. Cost $171.21 Unrealized +22.6%
IUSB ISHARES TR 1.7%
Value ($000) $29,323 Shares 627,759 Est. Cost $46.49 Unrealized
XLV SELECT SECTOR SPDR TR 1.6%
Value ($000) $27,076 Shares 194,554 Est. Cost $132.74 Unrealized
IEFA ISHARES TR 1.6%
Value ($000) $26,217 Shares 300,274 Est. Cost $74.87 Unrealized
XLC SELECT SECTOR SPDR TR 1.5%
Value ($000) $24,810 Shares 209,595 Est. Cost $81.62 Unrealized
VXX BARCLAYS BANK PLC 1.4%
Value ($000) $24,356 Shares 734,495 Est. Cost $33.16 Unrealized
DYNF BLACKROCK ETF TRUST 1.4%
Value ($000) $23,857 Shares 402,993 Est. Cost $48.38 Unrealized
AAPL APPLE INC 1.4%
Value ($000) $23,015 Shares 90,384 Est. Cost $150.13 Unrealized +50.3%
SGOV ISHARES TR 1.3%
Value ($000) $22,498 Shares 223,412 Est. Cost $100.65 Unrealized
IVW ISHARES TR 1.3%
Value ($000) $21,289 Shares 176,348 Est. Cost $85.97 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $19,779 Shares 38,188 Est. Cost $393.96 Unrealized +29.1%
QUAL ISHARES TR 1.2%
Value ($000) $19,590 Shares 100,718 Est. Cost $142.13 Unrealized
XLP SELECT SECTOR SPDR TR 1.1%
Value ($000) $19,114 Shares 243,897 Est. Cost $73.95 Unrealized
CQQQ INVESCO EXCH TRADED FD TR II 1.1%
Value ($000) $18,848 Shares 319,405 Est. Cost $59.01 Unrealized
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $18,414 Shares 98,693 Est. Cost $116.03 Unrealized +50.2%
EFV ISHARES TR 1.0%
Value ($000) $17,391 Shares 256,390 Est. Cost $57.13 Unrealized
IVE ISHARES TR 1.0%
Value ($000) $16,719 Shares 80,962 Est. Cost $189.89 Unrealized
OEF ISHARES TR 1.0%
Value ($000) $16,592 Shares 49,849 Est. Cost $304.49 Unrealized
IVV ISHARES TR 1.0%
Value ($000) $16,382 Shares 24,476 Est. Cost $414.74 Unrealized
TAN INVESCO EXCH TRADED FD TR II 1.0%
Value ($000) $16,180 Shares 370,842 Est. Cost $43.63 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.9%
Value ($000) $15,594 Shares 55,836 Est. Cost $235.01 Unrealized
XLI SELECT SECTOR SPDR TR 0.9%
Value ($000) $15,251 Shares 98,884 Est. Cost $105.80 Unrealized
TLH ISHARES TR 0.9%
Value ($000) $14,731 Shares 143,038 Est. Cost $107.40 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.8%
Value ($000) $13,781 Shares 63,862 Est. Cost $188.62 Unrealized
BIL SPDR SERIES TRUST 0.8%
Value ($000) $13,022 Shares 141,926 Est. Cost $91.54 Unrealized
AMZN AMAZON COM INC 0.8%
Value ($000) $13,011 Shares 59,254 Est. Cost $188.23 Unrealized +20.3%
IAU ISHARES GOLD TR 0.7%
Value ($000) $12,476 Shares 171,446 Est. Cost $56.31 Unrealized
MBB ISHARES TR 0.7%
Value ($000) $12,388 Shares 130,199 Est. Cost $94.88 Unrealized
SLV ISHARES SILVER TR 0.7%
Value ($000) $12,265 Shares 289,463 Est. Cost $28.34 Unrealized
TSLA TESLA INC 0.7%
Value ($000) $12,091 Shares 27,188 Est. Cost $307.00 Unrealized +13.0%
IBIT ISHARES BITCOIN TRUST ETF 0.7%
Value ($000) $11,355 Shares 174,685 Est. Cost $48.27 Unrealized
GLD SPDR GOLD TR 0.7%
Value ($000) $11,288 Shares 31,754 Est. Cost $244.79 Unrealized
META META PLATFORMS INC 0.7%
Value ($000) $11,100 Shares 15,115 Est. Cost $581.10 Unrealized +27.9%
IAUX I-80 GOLD CORP 0.6%
Value ($000) $10,675 Shares 11,173,852 Est. Cost $0.77 Unrealized -4.9%
AVGO BROADCOM INC 0.6%
Value ($000) $10,462 Shares 31,713 Est. Cost $204.02 Unrealized +49.9%
DVYE ISHARES INC 0.6%
Value ($000) $10,340 Shares 348,265 Est. Cost $26.23 Unrealized
BAI BLACKROCK ETF TRUST 0.6%
Value ($000) $9,315 Shares 272,692 Est. Cost $32.36 Unrealized
CPA COPA HOLDINGS SA 0.5%
Value ($000) $9,051 Shares 76,176 Est. Cost $90.85 Unrealized +23.2%
BND VANGUARD BD INDEX FDS 0.5%
Value ($000) $8,930 Shares 120,077 Est. Cost $72.83 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $8,914 Shares 13,380 Est. Cost $441.43 Unrealized
FLNG FLEX LNG LTD 0.5%
Value ($000) $8,902 Shares 353,238 Est. Cost $20.81 Unrealized +13.5%
FXI ISHARES TR 0.5%
Value ($000) $8,883 Shares 215,913 Est. Cost $41.14 Unrealized
ROKU ROKU INC 0.5%
Value ($000) $8,843 Shares 88,317 Est. Cost $71.09 Unrealized +29.7%
ITA ISHARES TR 0.5%
Value ($000) $8,815 Shares 42,125 Est. Cost $209.26 Unrealized
THRO BLACKROCK ETF TRUST 0.5%
Value ($000) $8,780 Shares 231,905 Est. Cost $35.30 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.5%
Value ($000) $8,688 Shares 47,624 Est. Cost $159.48 Unrealized +1.6%
XLU SELECT SECTOR SPDR TR 0.5%
Value ($000) $8,566 Shares 98,226 Est. Cost $72.56 Unrealized
USDU WISDOMTREE TR 0.5%
Value ($000) $8,543 Shares 323,715 Est. Cost $26.39 Unrealized
QQQ INVESCO QQQ TR 0.5%
Value ($000) $8,136 Shares 13,552 Est. Cost $438.71 Unrealized
ZFEB INNOVATOR ETFS TRUST 0.5%
Value ($000) $8,097 Shares 324,408 Est. Cost $23.66 Unrealized
NVD GRANITESHARES ETF TR 0.5%
Value ($000) $8,056 Shares 925,962 Est. Cost $8.70 Unrealized
NKE NIKE INC 0.5%
Value ($000) $7,896 Shares 113,239 Est. Cost $61.97 Unrealized +19.1%
BABA ALIBABA GROUP HLDG LTD 0.5%
Value ($000) $7,794 Shares 43,608 Est. Cost $178.73 Unrealized
HODL VANECK BITCOIN ETF 0.5%
Value ($000) $7,617 Shares 235,315 Est. Cost $30.55 Unrealized
EQT EQT CORP 0.4%
Value ($000) $7,444 Shares 136,759 Est. Cost $42.32 Unrealized +24.3%
BINC BLACKROCK ETF TRUST II 0.4%
Value ($000) $7,380 Shares 138,625 Est. Cost $52.80 Unrealized
MTUM ISHARES TR 0.4%
Value ($000) $7,178 Shares 27,989 Est. Cost $202.02 Unrealized
ARTY ISHARES TR 0.4%
Value ($000) $7,082 Shares 154,700 Est. Cost $35.60 Unrealized
SFM SPROUTS FMRS MKT INC 0.4%
Value ($000) $7,046 Shares 64,761 Est. Cost $120.80 Unrealized +20.4%
IETC ISHARES U S ETF TR 0.4%
Value ($000) $6,928 Shares 67,968 Est. Cost $82.85 Unrealized
APP APPLOVIN CORP 0.4%
Value ($000) $6,920 Shares 9,630 Est. Cost $418.24 Unrealized +10.3%
SPLV INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $6,846 Shares 93,170 Est. Cost $69.94 Unrealized
AEO AMERICAN EAGLE OUTFITTERS IN 0.4%
Value ($000) $6,476 Shares 378,504 Est. Cost $13.49 Unrealized 0.0%
STIP ISHARES TR 0.4%
Value ($000) $6,373 Shares 61,662 Est. Cost $103.21 Unrealized
SCHD SCHWAB STRATEGIC TR 0.4%
Value ($000) $6,249 Shares 228,916 Est. Cost $32.61 Unrealized
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $6,186 Shares 18,851 Est. Cost $210.51 Unrealized
MINT PIMCO ETF TR 0.4%
Value ($000) $6,087 Shares 60,451 Est. Cost $100.38 Unrealized
IAGG ISHARES TR 0.4%
Value ($000) $5,957 Shares 116,287 Est. Cost $51.11 Unrealized
IUSV ISHARES TR 0.3%
Value ($000) $5,770 Shares 57,733 Est. Cost $83.68 Unrealized
EMB ISHARES TR 0.3%
Value ($000) $5,691 Shares 59,781 Est. Cost $87.38 Unrealized
UJUN INNOVATOR ETFS TRUST 0.3%
Value ($000) $5,671 Shares 154,553 Est. Cost $26.79 Unrealized
DC DAKOTA GOLD CORP 0.3%
Value ($000) $5,579 Shares 1,226,076 Est. Cost $2.73 Unrealized +54.0%
ASM AVINO SILVER & GOLD MINES LT 0.3%
Value ($000) $5,495 Shares 1,046,742 Est. Cost $2.87 Unrealized +40.5%
EWJ ISHARES INC 0.3%
Value ($000) $5,440 Shares 67,819 Est. Cost $77.30 Unrealized
UDEC INNOVATOR ETFS TRUST 0.3%
Value ($000) $5,415 Shares 141,131 Est. Cost $34.28 Unrealized
COPX GLOBAL X FDS 0.3%
Value ($000) $5,407 Shares 90,411 Est. Cost $59.81 Unrealized
IYZ ISHARES TR 0.3%
Value ($000) $5,330 Shares 165,233 Est. Cost $32.26 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $5,280 Shares 21,718 Est. Cost $144.33 Unrealized +44.9%
RIG TRANSOCEAN LTD 0.3%
Value ($000) $5,162 Shares 1,654,392 Est. Cost $3.02 Unrealized 0.0%
EL LAUDER ESTEE COS INC 0.3%
Value ($000) $5,006 Shares 56,813 Est. Cost $88.48 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $4,957 Shares 55,480 Est. Cost $84.35 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.3%
Value ($000) $4,930 Shares 44,080 Est. Cost $84.09 Unrealized +16.2%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $4,848 Shares 7,956 Est. Cost $563.27 Unrealized 0.0%
SCHG SCHWAB STRATEGIC TR 0.3%
Value ($000) $4,834 Shares 151,489 Est. Cost $39.80 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $4,828 Shares 42,817 Est. Cost $106.70 Unrealized +2.8%
C CITIGROUP INC 0.3%
Value ($000) $4,800 Shares 47,295 Est. Cost $94.11 Unrealized 0.0%
NEM NEWMONT CORP 0.3%
Value ($000) $4,762 Shares 56,486 Est. Cost $52.90 Unrealized +31.2%
SFLR INNOVATOR ETFS TRUST 0.3%
Value ($000) $4,714 Shares 130,833 Est. Cost $31.80 Unrealized
UI UBIQUITI INC 0.3%
Value ($000) $4,674 Shares 7,076 Est. Cost $468.86 Unrealized +6.5%
CBRE CBRE GROUP INC 0.3%
Value ($000) $4,671 Shares 29,643 Est. Cost $154.70 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $4,655 Shares 28,698 Est. Cost $157.47 Unrealized +4.9%
SOC SABLE OFFSHORE CORP 0.3%
Value ($000) $4,652 Shares 266,422 Est. Cost $25.63 Unrealized 0.0%
SBSW SIBANYE STILLWATER LTD 0.3%
Value ($000) $4,493 Shares 399,754 Est. Cost $7.22 Unrealized
SNAP SNAP INC 0.3%
Value ($000) $4,459 Shares 578,276 Est. Cost $8.30 Unrealized -0.1%
BALT INNOVATOR ETFS TRUST 0.3%
Value ($000) $4,345 Shares 132,392 Est. Cost $29.01 Unrealized
POCT INNOVATOR ETFS TRUST 0.3%
Value ($000) $4,270 Shares 99,067 Est. Cost $32.31 Unrealized
SO SOUTHERN CO 0.3%
Value ($000) $4,252 Shares 44,864 Est. Cost $85.58 Unrealized +7.8%
JCI JOHNSON CTLS INTL PLC 0.3%
Value ($000) $4,210 Shares 38,288 Est. Cost $94.34 Unrealized +13.3%
PDEC INNOVATOR ETFS TRUST 0.3%
Value ($000) $4,204 Shares 100,047 Est. Cost $37.40 Unrealized
EWY ISHARES INC 0.2%
Value ($000) $4,194 Shares 52,358 Est. Cost $80.10 Unrealized
E ENI S P A 0.2%
Value ($000) $4,128 Shares 118,111 Est. Cost $34.95 Unrealized
FAST FASTENAL CO 0.2%
Value ($000) $4,065 Shares 82,883 Est. Cost $46.94 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $4,034 Shares 41,319 Est. Cost $98.55 Unrealized +5.1%
SPYM SPDR SERIES TRUST 0.2%
Value ($000) $3,978 Shares 50,777 Est. Cost $66.74 Unrealized
TECK TECK RESOURCES LTD 0.2%
Value ($000) $3,949 Shares 89,975 Est. Cost $44.74 Unrealized -18.8%
PPLT ABRDN PLATINUM ETF TRUST 0.2%
Value ($000) $3,906 Shares 27,335 Est. Cost $122.87 Unrealized
EBAY EBAY INC. 0.2%
Value ($000) $3,891 Shares 42,777 Est. Cost $87.96 Unrealized 0.0%
CSGP COSTAR GROUP INC 0.2%
Value ($000) $3,815 Shares 45,221 Est. Cost $88.37 Unrealized 0.0%
LRCX LAM RESEARCH CORP 0.2%
Value ($000) $3,782 Shares 28,246 Est. Cost $105.52 Unrealized 0.0%
VZLA VIZSLA SILVER CORP 0.2%
Value ($000) $3,755 Shares 869,250 Est. Cost $3.47 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC 0.2%
Value ($000) $3,745 Shares 10,661 Est. Cost $344.03 Unrealized 0.0%
AFL AFLAC INC 0.2%
Value ($000) $3,604 Shares 32,264 Est. Cost $44.56 Unrealized +133.8%
GEV GE VERNOVA INC 0.2%
Value ($000) $3,578 Shares 5,819 Est. Cost $605.52 Unrealized 0.0%
ORLA ORLA MNG LTD NEW 0.2%
Value ($000) $3,557 Shares 329,375 Est. Cost $10.71 Unrealized 0.0%
SHY ISHARES TR 0.2%
Value ($000) $3,535 Shares 42,606 Est. Cost $82.45 Unrealized
PAUG INNOVATOR ETFS TRUST 0.2%
Value ($000) $3,489 Shares 82,146 Est. Cost $31.96 Unrealized
KRMN KARMAN HLDGS INC 0.2%
Value ($000) $3,485 Shares 48,264 Est. Cost $40.24 Unrealized +36.3%
TLN TALEN ENERGY CORP 0.2%
Value ($000) $3,484 Shares 8,190 Est. Cost $237.27 Unrealized +52.3%
USHY ISHARES TR 0.2%
Value ($000) $3,445 Shares 91,173 Est. Cost $37.00 Unrealized
HYG ISHARES TR 0.2%
Value ($000) $3,417 Shares 42,090 Est. Cost $78.16 Unrealized
PSTG PURE STORAGE INC 0.2%
Value ($000) $3,395 Shares 40,505 Est. Cost $66.50 Unrealized 0.0%
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $3,389 Shares 66,800 Est. Cost $50.68 Unrealized
ZIG ETF SER SOLUTIONS 0.2%
Value ($000) $3,374 Shares 89,566 Est. Cost $31.71 Unrealized
AEM AGNICO EAGLE MINES LTD 0.2%
Value ($000) $3,336 Shares 19,793 Est. Cost $89.01 Unrealized +53.7%
ORCL ORACLE CORP 0.2%
Value ($000) $3,323 Shares 11,815 Est. Cost $141.77 Unrealized +79.3%
VAL VALARIS LTD 0.2%
Value ($000) $3,305 Shares 67,774 Est. Cost $48.77 Unrealized 0.0%
NE NOBLE CORP PLC 0.2%
Value ($000) $3,286 Shares 116,186 Est. Cost $27.55 Unrealized 0.0%
INVESTMENT MANAGERS SER TR I 0.2%
Value ($000) $3,284 Shares 407,964 Est. Cost $19.95 Unrealized
SMMD ISHARES TR 0.2%
Value ($000) $2,988 Shares 40,525 Est. Cost $61.01 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $2,980 Shares 35,430 Est. Cost $80.66 Unrealized
AGI ALAMOS GOLD INC NEW 0.2%
Value ($000) $2,957 Shares 84,832 Est. Cost $16.41 Unrealized +74.2%
CCJ CAMECO CORP 0.2%
Value ($000) $2,945 Shares 35,120 Est. Cost $43.42 Unrealized +78.2%
CLS CELESTICA INC 0.2%
Value ($000) $2,928 Shares 11,883 Est. Cost $166.19 Unrealized +21.3%
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $2,916 Shares 48,669 Est. Cost $46.08 Unrealized
NOBL PROSHARES TR 0.2%
Value ($000) $2,856 Shares 27,705 Est. Cost $99.79 Unrealized
GDX VANECK ETF TRUST 0.2%
Value ($000) $2,647 Shares 34,645 Est. Cost $55.18 Unrealized
V VISA INC 0.2%
Value ($000) $2,606 Shares 7,635 Est. Cost $255.37 Unrealized +35.2%
SNDK SANDISK CORP 0.2%
Value ($000) $2,595 Shares 23,131 Est. Cost $58.39 Unrealized 0.0%
EMXC ISHARES INC 0.2%
Value ($000) $2,574 Shares 38,128 Est. Cost $57.21 Unrealized
MEDP MEDPACE HLDGS INC 0.2%
Value ($000) $2,551 Shares 4,962 Est. Cost $436.60 Unrealized 0.0%
HOOD ROBINHOOD MKTS INC 0.2%
Value ($000) $2,529 Shares 17,663 Est. Cost $59.18 Unrealized +84.3%
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $2,504 Shares 34,080 Est. Cost $56.74 Unrealized
EFG ISHARES TR 0.1%
Value ($000) $2,482 Shares 21,793 Est. Cost $93.24 Unrealized
BWXT BWX TECHNOLOGIES INC 0.1%
Value ($000) $2,458 Shares 13,331 Est. Cost $160.55 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $2,338 Shares 2,526 Est. Cost $628.31 Unrealized +52.3%
IUSG ISHARES TR 0.1%
Value ($000) $2,325 Shares 14,130 Est. Cost $112.81 Unrealized
NBIS NEBIUS GROUP N.V. 0.1%
Value ($000) $2,309 Shares 20,569 Est. Cost $69.43 Unrealized 0.0%
EFA ISHARES TR 0.1%
Value ($000) $2,278 Shares 24,398 Est. Cost $74.16 Unrealized
GREK GLOBAL X FDS 0.1%
Value ($000) $2,202 Shares 34,187 Est. Cost $51.63 Unrealized
BILZ PIMCO ETF TR 0.1%
Value ($000) $2,189 Shares 21,637 Est. Cost $100.85 Unrealized
EWC ISHARES INC 0.1%
Value ($000) $2,168 Shares 42,879 Est. Cost $44.60 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $2,138 Shares 11,529 Est. Cost $163.15 Unrealized +3.9%
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $2,110 Shares 42,653 Est. Cost $49.48 Unrealized
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,109 Shares 50,051 Est. Cost $40.54 Unrealized
COMT ISHARES U S ETF TR 0.1%
Value ($000) $2,087 Shares 77,742 Est. Cost $26.47 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $2,086 Shares 4,371 Est. Cost $338.04 Unrealized +25.8%
PJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $2,028 Shares 44,292 Est. Cost $37.43 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $2,019 Shares 8,721 Est. Cost $154.21 Unrealized +31.0%
RAAX VANECK ETF TRUST 0.1%
Value ($000) $1,980 Shares 57,457 Est. Cost $34.46 Unrealized
GOVT ISHARES TR 0.1%
Value ($000) $1,959 Shares 84,727 Est. Cost $23.45 Unrealized
IAG IAMGOLD CORP 0.1%
Value ($000) $1,953 Shares 151,050 Est. Cost $7.01 Unrealized +25.0%
PMAR INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,952 Shares 44,465 Est. Cost $36.69 Unrealized
EUAD SPINNAKER ETF SERIES 0.1%
Value ($000) $1,935 Shares 41,188 Est. Cost $46.97 Unrealized
SJB PROSHARES TR 0.1%
Value ($000) $1,908 Shares 124,122 Est. Cost $15.38 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $1,906 Shares 12,274 Est. Cost $138.13 Unrealized +10.2%
TMUS T-MOBILE US INC 0.1%
Value ($000) $1,903 Shares 7,949 Est. Cost $224.59 Unrealized +7.0%
XES SPDR SERIES TRUST 0.1%
Value ($000) $1,896 Shares 26,212 Est. Cost $72.35 Unrealized
QFLR INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,882 Shares 56,760 Est. Cost $28.53 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,873 Shares 3,726 Est. Cost $347.26 Unrealized +39.5%
PAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,861 Shares 48,507 Est. Cost $33.32 Unrealized
TLT ISHARES TR 0.1%
Value ($000) $1,854 Shares 20,748 Est. Cost $101.64 Unrealized
DE DEERE & CO 0.1%
Value ($000) $1,847 Shares 4,039 Est. Cost $383.27 Unrealized +27.8%
PLG PLATINUM GROUP METALS LTD 0.1%
Value ($000) $1,843 Shares 695,382 Est. Cost $1.46 Unrealized +16.8%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $1,779 Shares 3,127 Est. Cost $435.14 Unrealized +31.8%
IONQ IONQ INC 0.1%
Value ($000) $1,766 Shares 28,720 Est. Cost $47.02 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,763 Shares 6,247 Est. Cost $246.09 Unrealized +5.5%
BDEC INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,747 Shares 36,459 Est. Cost $38.85 Unrealized
PJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,744 Shares 38,248 Est. Cost $35.47 Unrealized
UFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,741 Shares 48,637 Est. Cost $33.80 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $1,731 Shares 25,293 Est. Cost $57.81 Unrealized +16.6%
AMGN AMGEN INC 0.1%
Value ($000) $1,701 Shares 6,029 Est. Cost $273.01 Unrealized +5.0%
T AT&T INC 0.1%
Value ($000) $1,698 Shares 60,115 Est. Cost $25.03 Unrealized +12.1%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,668 Shares 5,489 Est. Cost $296.31 Unrealized +1.7%
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $1,667 Shares 5,286 Est. Cost $149.80 Unrealized +97.6%
LLY ELI LILLY & CO 0.1%
Value ($000) $1,655 Shares 2,169 Est. Cost $700.82 Unrealized +5.9%
KO COCA COLA CO 0.1%
Value ($000) $1,626 Shares 24,522 Est. Cost $67.31 Unrealized +0.9%
IJR ISHARES TR 0.1%
Value ($000) $1,621 Shares 13,644 Est. Cost $113.03 Unrealized
TFLO ISHARES TR 0.1%
Value ($000) $1,607 Shares 31,774 Est. Cost $50.67 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $1,599 Shares 16,910 Est. Cost $100.15 Unrealized -6.9%
EWU ISHARES TR 0.1%
Value ($000) $1,575 Shares 37,530 Est. Cost $38.66 Unrealized
MMM 3M CO 0.1%
Value ($000) $1,523 Shares 9,811 Est. Cost $153.11 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,499 Shares 3,091 Est. Cost $527.62 Unrealized -11.9%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1,487 Shares 32,974 Est. Cost $45.51 Unrealized 0.0%
GM GENERAL MTRS CO 0.1%
Value ($000) $1,471 Shares 24,128 Est. Cost $46.22 Unrealized +20.2%
CRM SALESFORCE INC 0.1%
Value ($000) $1,459 Shares 6,158 Est. Cost $273.82 Unrealized -8.2%
UNP UNION PAC CORP 0.1%
Value ($000) $1,398 Shares 5,916 Est. Cost $218.80 Unrealized +2.0%
GBCI GLACIER BANCORP INC NEW 0.1%
Value ($000) $1,387 Shares 28,508 Est. Cost $32.34 Unrealized +42.8%
FDX FEDEX CORP 0.1%
Value ($000) $1,387 Shares 5,883 Est. Cost $255.84 Unrealized -10.8%
TIP ISHARES TR 0.1%
Value ($000) $1,382 Shares 12,427 Est. Cost $108.47 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,373 Shares 57,700 Est. Cost $441.43 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $1,346 Shares 10,264 Est. Cost $109.71 Unrealized +23.5%
ZJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,291 Shares 44,940 Est. Cost $27.02 Unrealized
INTU INTUIT 0.1%
Value ($000) $1,279 Shares 1,873 Est. Cost $663.46 Unrealized +8.4%
PNOV INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,269 Shares 30,916 Est. Cost $35.33 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,249 Shares 5,932 Est. Cost $200.61 Unrealized +3.2%
DHR DANAHER CORPORATION 0.1%
Value ($000) $1,217 Shares 6,138 Est. Cost $232.62 Unrealized -14.7%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $1,216 Shares 19,461 Est. Cost $63.41 Unrealized 0.0%
PFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,116 Shares 28,112 Est. Cost $33.43 Unrealized
OCTH INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,113 Shares 46,287 Est. Cost $24.24 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $1,088 Shares 38,445 Est. Cost $11.23 Unrealized +140.2%
INTC INTEL CORP 0.1%
Value ($000) $1,071 Shares 31,911 Est. Cost $21.85 Unrealized +10.9%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $1,048 Shares 12,502 Est. Cost $75.92 Unrealized +6.0%
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,038 Shares 13,003 Est. Cost $79.80 Unrealized
MCHI ISHARES TR 0.1%
Value ($000) $1,028 Shares 15,605 Est. Cost $61.34 Unrealized
BITB BITWISE BITCOIN ETF TR 0.1%
Value ($000) $1,022 Shares 16,431 Est. Cost $46.42 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $998 Shares 2,462 Est. Cost $272.31 Unrealized +42.9%
SHLD GLOBAL X FDS 0.1%
Value ($000) $997 Shares 14,198 Est. Cost $64.83 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $993 Shares 828 Est. Cost $105.54 Unrealized +15.6%
WMT WALMART INC 0.1%
Value ($000) $932 Shares 9,043 Est. Cost $66.19 Unrealized +49.9%
ACWI ISHARES TR 0.1%
Value ($000) $920 Shares 6,656 Est. Cost $95.94 Unrealized
BAUG INNOVATOR ETFS TRUST 0.1%
Value ($000) $911 Shares 18,593 Est. Cost $39.12 Unrealized
ZDEK INNOVATOR ETFS TRUST 0.1%
Value ($000) $866 Shares 34,276 Est. Cost $23.79 Unrealized
POWA INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $861 Shares 9,507 Est. Cost $44.93 Unrealized
HYDB ISHARES TR 0.1%
Value ($000) $857 Shares 17,909 Est. Cost $47.26 Unrealized
AAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $856 Shares 30,646 Est. Cost $25.29 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $805 Shares 7,027 Est. Cost $104.37 Unrealized +12.1%
BAC BANK AMERICA CORP 0.0%
Value ($000) $796 Shares 15,437 Est. Cost $40.27 Unrealized +20.0%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $786 Shares 5,114 Est. Cost $149.35 Unrealized +3.7%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $784 Shares 14,467 Est. Cost $45.68 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $781 Shares 8,206 Est. Cost $93.81 Unrealized
EWT ISHARES INC 0.0%
Value ($000) $755 Shares 11,867 Est. Cost $59.73 Unrealized
SIL GLOBAL X FDS 0.0%
Value ($000) $744 Shares 10,390 Est. Cost $40.36 Unrealized
KGC KINROSS GOLD CORP 0.0%
Value ($000) $742 Shares 29,877 Est. Cost $19.24 Unrealized 0.0%
TJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $739 Shares 25,219 Est. Cost $25.03 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $735 Shares 14,388 Est. Cost $50.95 Unrealized
EWP ISHARES INC 0.0%
Value ($000) $734 Shares 14,828 Est. Cost $38.06 Unrealized
ETHA ISHARES ETHEREUM TR 0.0%
Value ($000) $727 Shares 23,064 Est. Cost $25.85 Unrealized
NJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $725 Shares 10,199 Est. Cost $62.41 Unrealized
UJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $717 Shares 17,031 Est. Cost $36.87 Unrealized
INVH INVITATION HOMES INC 0.0%
Value ($000) $708 Shares 24,125 Est. Cost $30.29 Unrealized -0.3%
EWA ISHARES INC 0.0%
Value ($000) $699 Shares 25,893 Est. Cost $26.60 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $680 Shares 1,362 Est. Cost $399.91 Unrealized +12.1%
ALL ALLSTATE CORP 0.0%
Value ($000) $678 Shares 3,159 Est. Cost $186.45 Unrealized +7.4%
PYLD PIMCO ETF TR 0.0%
Value ($000) $673 Shares 25,092 Est. Cost $26.64 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $673 Shares 2,080 Est. Cost $241.02 Unrealized +37.8%
MRK MERCK & CO INC 0.0%
Value ($000) $673 Shares 8,015 Est. Cost $94.04 Unrealized -13.9%
IWM ISHARES TR 0.0%
Value ($000) $662 Shares 2,735 Est. Cost $215.58 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $660 Shares 4,079 Est. Cost $122.01 Unrealized +32.3%
BMAR INNOVATOR ETFS TRUST 0.0%
Value ($000) $653 Shares 12,653 Est. Cost $41.67 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $651 Shares 3,178 Est. Cost $189.31 Unrealized -4.5%
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $646 Shares 6,895 Est. Cost $63.50 Unrealized
USFR WISDOMTREE TR 0.0%
Value ($000) $644 Shares 12,812 Est. Cost $50.31 Unrealized
SSRM SSR MINING IN 0.0%
Value ($000) $642 Shares 26,305 Est. Cost $16.92 Unrealized 0.0%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $635 Shares 8,941 Est. Cost $53.57 Unrealized +34.5%
STRL STERLING INFRASTRUCTURE INC 0.0%
Value ($000) $628 Shares 1,848 Est. Cost $117.52 Unrealized +141.6%
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.0%
Value ($000) $626 Shares 4,302 Est. Cost $49.69 Unrealized +146.3%
CVSA ADTALEM GLOBAL ED INC 0.0%
Value ($000) $621 Shares 4,020 Est. Cost $114.27 Unrealized +12.1%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $619 Shares 23,510 Est. Cost $23.46 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $618 Shares 3,155 Est. Cost $134.06 Unrealized
SKYW SKYWEST INC 0.0%
Value ($000) $617 Shares 6,130 Est. Cost $82.48 Unrealized +35.4%
CCL CARNIVAL CORP 0.0%
Value ($000) $607 Shares 20,992 Est. Cost $24.21 Unrealized +24.7%
AGX ARGAN INC 0.0%
Value ($000) $607 Shares 2,246 Est. Cost $165.05 Unrealized +38.4%
UAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $596 Shares 18,534 Est. Cost $29.04 Unrealized
EZPW EZCORP INC 0.0%
Value ($000) $592 Shares 31,078 Est. Cost $15.67 Unrealized 0.0%
AGG ISHARES TR 0.0%
Value ($000) $589 Shares 5,877 Est. Cost $99.01 Unrealized
POWL POWELL INDS INC 0.0%
Value ($000) $588 Shares 1,928 Est. Cost $253.93 Unrealized 0.0%
PUI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $581 Shares 12,653 Est. Cost $28.99 Unrealized
USEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $575 Shares 14,876 Est. Cost $38.67 Unrealized
AHR AMERICAN HEALTHCARE REIT INC 0.0%
Value ($000) $574 Shares 13,657 Est. Cost $26.10 Unrealized
MSTR STRATEGY INC 0.0%
Value ($000) $568 Shares 1,763 Est. Cost $310.97 Unrealized +19.3%
EWM ISHARES INC 0.0%
Value ($000) $568 Shares 21,906 Est. Cost $25.32 Unrealized
PMAY INNOVATOR ETFS TRUST 0.0%
Value ($000) $565 Shares 14,534 Est. Cost $29.18 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $564 Shares 5,064 Est. Cost $111.47 Unrealized
VPU VANGUARD WORLD FD 0.0%
Value ($000) $561 Shares 2,963 Est. Cost $131.90 Unrealized
EPOL ISHARES TR 0.0%
Value ($000) $554 Shares 17,208 Est. Cost $28.79 Unrealized
BA BOEING CO 0.0%
Value ($000) $553 Shares 2,562 Est. Cost $202.32 Unrealized +11.4%
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $551 Shares 9,355 Est. Cost $58.46 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $545 Shares 5,310 Est. Cost $96.65 Unrealized +6.4%
DXPE DXP ENTERPRISES INC 0.0%
Value ($000) $538 Shares 4,515 Est. Cost $111.77 Unrealized 0.0%
OKTA OKTA INC 0.0%
Value ($000) $537 Shares 5,861 Est. Cost $95.64 Unrealized -2.4%
ESGU ISHARES TR 0.0%
Value ($000) $536 Shares 3,684 Est. Cost $103.34 Unrealized
SNTH TIDAL TRUST III 0.0%
Value ($000) $533 Shares 17,558 Est. Cost $30.35 Unrealized
BLBD BLUE BIRD CORP 0.0%
Value ($000) $532 Shares 9,242 Est. Cost $52.18 Unrealized 0.0%
BFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $531 Shares 11,234 Est. Cost $39.73 Unrealized
BUFF INNOVATOR ETFS TRUST 0.0%
Value ($000) $519 Shares 10,629 Est. Cost $37.67 Unrealized
VISN COMMSCOPE HLDG CO INC 0.0%
Value ($000) $516 Shares 33,328 Est. Cost $12.98 Unrealized 0.0%
KJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $514 Shares 12,749 Est. Cost $34.31 Unrealized
LRN STRIDE INC 0.0%
Value ($000) $509 Shares 3,419 Est. Cost $145.28 Unrealized +0.9%
ICVT ISHARES TR 0.0%
Value ($000) $508 Shares 5,075 Est. Cost $88.06 Unrealized
LC LENDINGCLUB CORP 0.0%
Value ($000) $505 Shares 33,222 Est. Cost $15.17 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $495 Shares 5,180 Est. Cost $69.99 Unrealized +35.1%
AJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $490 Shares 17,121 Est. Cost $26.93 Unrealized
NJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $483 Shares 9,083 Est. Cost $44.20 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $483 Shares 23,641 Est. Cost $15.57 Unrealized +37.0%
KLAC KLA CORP 0.0%
Value ($000) $475 Shares 441 Est. Cost $391.17 Unrealized +137.8%
WLDN WILLDAN GROUP INC 0.0%
Value ($000) $468 Shares 4,841 Est. Cost $94.65 Unrealized 0.0%
IJH ISHARES TR 0.0%
Value ($000) $458 Shares 7,018 Est. Cost $92.01 Unrealized
UMAR INNOVATOR ETFS TRUST 0.0%
Value ($000) $457 Shares 11,713 Est. Cost $33.10 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $452 Shares 4,533 Est. Cost $58.85 Unrealized
EAT BRINKER INTL INC 0.0%
Value ($000) $447 Shares 3,532 Est. Cost $101.95 Unrealized +53.1%
LOW LOWES COS INC 0.0%
Value ($000) $446 Shares 1,776 Est. Cost $257.16 Unrealized -5.0%
BJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $446 Shares 8,411 Est. Cost $44.34 Unrealized
XUSP INNOVATOR ETFS TRUST 0.0%
Value ($000) $440 Shares 9,476 Est. Cost $40.15 Unrealized
PSEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $438 Shares 10,188 Est. Cost $35.58 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $433 Shares 2,600 Est. Cost $152.89 Unrealized +2.8%
TFJL INNOVATOR ETFS TRUST 0.0%
Value ($000) $428 Shares 21,084 Est. Cost $20.09 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $424 Shares 13,503 Est. Cost $29.37 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $423 Shares 5,000 Est. Cost $100.99 Unrealized -12.3%
IWF ISHARES TR 0.0%
Value ($000) $419 Shares 894 Est. Cost $379.57 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $416 Shares 2,230 Est. Cost $128.47 Unrealized
PACS PACS GROUP INC 0.0%
Value ($000) $405 Shares 29,463 Est. Cost $25.65 Unrealized -54.3%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $402 Shares 2,855 Est. Cost $115.98 Unrealized
SHEN SHENANDOAH TELECOMMUNICATION 0.0%
Value ($000) $401 Shares 29,896 Est. Cost $36.41 Unrealized -62.3%
OCTJ INNOVATOR ETFS TRUST 0.0%
Value ($000) $401 Shares 16,795 Est. Cost $24.12 Unrealized
AAXJ ISHARES TR 0.0%
Value ($000) $399 Shares 4,371 Est. Cost $91.22 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $396 Shares 10,273 Est. Cost $35.84 Unrealized
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $395 Shares 8,446 Est. Cost $35.93 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $391 Shares 2,756 Est. Cost $129.18 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $390 Shares 6,881 Est. Cost $42.50 Unrealized +33.7%
BOCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $386 Shares 7,980 Est. Cost $43.22 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $366 Shares 4,578 Est. Cost $79.50 Unrealized
IBD NORTHERN LTS FD TR IV 0.0%
Value ($000) $364 Shares 15,086 Est. Cost $24.05 Unrealized
BJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $356 Shares 7,163 Est. Cost $37.86 Unrealized
NAUG INNOVATOR ETFS TRUST 0.0%
Value ($000) $353 Shares 12,193 Est. Cost $24.98 Unrealized
ZSEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $350 Shares 13,205 Est. Cost $24.87 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $349 Shares 3,544 Est. Cost $77.18 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $347 Shares 2,582 Est. Cost $97.27 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $344 Shares 4,097 Est. Cost $85.91 Unrealized -14.5%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $334 Shares 4,431 Est. Cost $68.23 Unrealized +5.8%
XNTK SPDR SERIES TRUST 0.0%
Value ($000) $328 Shares 1,205 Est. Cost $182.39 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $328 Shares 1,566 Est. Cost $168.79 Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $322 Shares 2,211 Est. Cost $86.52 Unrealized +48.8%
ZMAR INNOVATOR ETFS TRUST 0.0%
Value ($000) $321 Shares 11,860 Est. Cost $25.77 Unrealized
UOCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $321 Shares 8,344 Est. Cost $35.28 Unrealized
SHV ISHARES TR 0.0%
Value ($000) $321 Shares 2,901 Est. Cost $110.42 Unrealized
UNOV INNOVATOR ETFS TRUST 0.0%
Value ($000) $319 Shares 8,504 Est. Cost $34.62 Unrealized
UAUG INNOVATOR ETFS TRUST 0.0%
Value ($000) $316 Shares 8,044 Est. Cost $33.37 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $315 Shares 6,962 Est. Cost $38.01 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $312 Shares 5,617 Est. Cost $65.79 Unrealized
EWL ISHARES INC 0.0%
Value ($000) $312 Shares 5,641 Est. Cost $54.95 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $311 Shares 2,325 Est. Cost $110.55 Unrealized +18.1%
NULV NUSHARES ETF TR 0.0%
Value ($000) $311 Shares 7,101 Est. Cost $35.50 Unrealized
IGM ISHARES TR 0.0%
Value ($000) $309 Shares 2,452 Est. Cost $113.29 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $307 Shares 2,188 Est. Cost $153.56 Unrealized -8.6%
CVS CVS HEALTH CORP 0.0%
Value ($000) $302 Shares 4,007 Est. Cost $67.82 Unrealized 0.0%
PJUN INNOVATOR ETFS TRUST 0.0%
Value ($000) $302 Shares 7,331 Est. Cost $30.86 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $301 Shares 3,348 Est. Cost $63.67 Unrealized
BAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $300 Shares 6,403 Est. Cost $41.72 Unrealized
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $298 Shares 1,865 Est. Cost $178.28 Unrealized 0.0%
BSEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $297 Shares 6,150 Est. Cost $33.66 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $291 Shares 893 Est. Cost $280.90 Unrealized
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $290 Shares 4,327 Est. Cost $67.05 Unrealized
LGLV SPDR SERIES TRUST 0.0%
Value ($000) $287 Shares 1,611 Est. Cost $140.61 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $283 Shares 2,553 Est. Cost $112.28 Unrealized 0.0%
BJUN INNOVATOR ETFS TRUST 0.0%
Value ($000) $282 Shares 6,155 Est. Cost $39.79 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $281 Shares 4,257 Est. Cost $34.60 Unrealized +77.5%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $278 Shares 6,334 Est. Cost $39.58 Unrealized +7.3%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $275 Shares 51 Est. Cost $5094.53 Unrealized +9.2%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $274 Shares 832 Est. Cost $263.84 Unrealized +22.1%
VTHR VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $274 Shares 930 Est. Cost $232.96 Unrealized
NNOV INNOVATOR ETFS TRUST 0.0%
Value ($000) $272 Shares 9,545 Est. Cost $25.79 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $271 Shares 923 Est. Cost $267.11 Unrealized
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $270 Shares 11,083 Est. Cost $31.70 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $267 Shares 8,538 Est. Cost $31.36 Unrealized
PMBS PIMCO ETF TR 0.0%
Value ($000) $265 Shares 5,329 Est. Cost $49.66 Unrealized
BOND PIMCO ETF TR 0.0%
Value ($000) $264 Shares 2,825 Est. Cost $93.35 Unrealized
EJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $262 Shares 7,892 Est. Cost $28.79 Unrealized
EWG ISHARES INC 0.0%
Value ($000) $259 Shares 6,232 Est. Cost $35.99 Unrealized
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $258 Shares 2,177 Est. Cost $101.65 Unrealized
VST VISTRA CORP 0.0%
Value ($000) $258 Shares 1,316 Est. Cost $87.61 Unrealized +125.6%
DAUG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $257 Shares 5,900 Est. Cost $33.09 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $257 Shares 9,984 Est. Cost $22.85 Unrealized
CVBF CVB FINL CORP 0.0%
Value ($000) $255 Shares 13,463 Est. Cost $19.48 Unrealized 0.0%
FFIV F5 INC 0.0%
Value ($000) $254 Shares 786 Est. Cost $276.25 Unrealized +13.3%
BNOV INNOVATOR ETFS TRUST 0.0%
Value ($000) $250 Shares 5,754 Est. Cost $39.27 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $247 Shares 821 Est. Cost $272.69 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $244 Shares 1,284 Est. Cost $167.94 Unrealized +21.3%
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value ($000) $244 Shares 4,824 Est. Cost $50.63 Unrealized
EJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $244 Shares 8,415 Est. Cost $24.51 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $243 Shares 5,606 Est. Cost $43.42 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $242 Shares 1,187 Est. Cost $157.25 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $240 Shares 2,870 Est. Cost $94.10 Unrealized -6.3%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $239 Shares 692 Est. Cost $475.56 Unrealized -37.1%
BX BLACKSTONE INC 0.0%
Value ($000) $238 Shares 1,394 Est. Cost $169.47 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $238 Shares 1,295 Est. Cost $193.30 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $236 Shares 712 Est. Cost $280.10 Unrealized +13.0%
IGSB ISHARES TR 0.0%
Value ($000) $236 Shares 4,457 Est. Cost $52.37 Unrealized
NAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $235 Shares 4,461 Est. Cost $48.64 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value ($000) $234 Shares 903 Est. Cost $270.45 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $234 Shares 3,272 Est. Cost $67.22 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $231 Shares 13,439 Est. Cost $11.13 Unrealized
DDFL INNOVATOR ETFS TRUST 0.0%
Value ($000) $230 Shares 11,377 Est. Cost $20.20 Unrealized
ARKQ ARK ETF TR 0.0%
Value ($000) $228 Shares 2,040 Est. Cost $111.56 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $225 Shares 1,342 Est. Cost $127.82 Unrealized 0.0%
BLACKROCK DEBT STRATEGIES FD 0.0%
Value ($000) $220 Shares 20,754 Est. Cost $9.28 Unrealized
ZAUG INNOVATOR ETFS TRUST 0.0%
Value ($000) $220 Shares 8,301 Est. Cost $26.46 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $219 Shares 689 Est. Cost $284.34 Unrealized +7.2%
JAJL INNOVATOR ETFS TRUST 0.0%
Value ($000) $218 Shares 7,601 Est. Cost $26.77 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $218 Shares 556 Est. Cost $464.06 Unrealized -9.9%
TJX TJX COS INC NEW 0.0%
Value ($000) $214 Shares 1,484 Est. Cost $78.91 Unrealized +67.6%
UJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $214 Shares 5,617 Est. Cost $38.11 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $213 Shares 2,774 Est. Cost $76.72 Unrealized
DINO HF SINCLAIR CORP 0.0%
Value ($000) $211 Shares 4,037 Est. Cost $46.72 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $209 Shares 849 Est. Cost $302.72 Unrealized -13.9%
IESC IES HLDGS INC 0.0%
Value ($000) $209 Shares 526 Est. Cost $344.15 Unrealized 0.0%
O REALTY INCOME CORP 0.0%
Value ($000) $209 Shares 3,440 Est. Cost $54.47 Unrealized +4.5%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $208 Shares 709 Est. Cost $295.50 Unrealized +0.8%
BHP BHP GROUP LTD 0.0%
Value ($000) $207 Shares 3,714 Est. Cost $55.75 Unrealized
SPIB SPDR SERIES TRUST 0.0%
Value ($000) $206 Shares 6,092 Est. Cost $32.77 Unrealized
IOCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $206 Shares 6,030 Est. Cost $27.99 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $204 Shares 1,610 Est. Cost $116.09 Unrealized +18.2%
TGT TARGET CORP 0.0%
Value ($000) $200 Shares 2,233 Est. Cost $127.87 Unrealized -24.4%
YMAG TIDAL TRUST II 0.0%
Value ($000) $192 Shares 12,200 Est. Cost $15.71 Unrealized
TIDAL TRUST II 0.0%
Value ($000) $171 Shares 12,238 Est. Cost $20.35 Unrealized
DJT TRUMP MEDIA & TECHNOLOGY GRO 0.0%
Value ($000) $165 Shares 10,068 Est. Cost $21.75 Unrealized -18.5%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $159 Shares 13,729 Est. Cost $11.60 Unrealized
UMC UNITED MICROELECTRONICS CORP 0.0%
Value ($000) $154 Shares 20,339 Est. Cost $7.62 Unrealized
ASX ASE TECHNOLOGY HLDG CO LTD 0.0%
Value ($000) $154 Shares 13,854 Est. Cost $11.09 Unrealized
ADT ADT INC DEL 0.0%
Value ($000) $149 Shares 17,097 Est. Cost $8.04 Unrealized +5.5%
ERIC TELEFONAKTIEBOLAGET LM ERICS 0.0%
Value ($000) $149 Shares 17,998 Est. Cost $8.27 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $148 Shares 30,697 Est. Cost $5.01 Unrealized
TELFY TELEFONICA S A 0.0%
Value ($000) $146 Shares 28,711 Est. Cost $5.17 Unrealized
TBI TRUEBLUE INC 0.0%
Value ($000) $131 Shares 21,423 Est. Cost $12.93 Unrealized -51.1%
TIDAL TRUST II 0.0%
Value ($000) $123 Shares 13,079 Est. Cost $9.43 Unrealized
AEG AEGON LTD 0.0%
Value ($000) $107 Shares 13,369 Est. Cost $5.76 Unrealized
EMX EMX RTY CORP 0.0%
Value ($000) $103 Shares 20,000 Est. Cost $1.65 Unrealized
ENIC ENEL CHILE S.A. 0.0%
Value ($000) $94 Shares 24,045 Est. Cost $3.24 Unrealized
GABELLI UTIL TR 0.0%
Value ($000) $67 Shares 11,060 Est. Cost $7.20 Unrealized
PUMP PROPETRO HLDG CORP 0.0%
Value ($000) $57 Shares 10,810 Est. Cost $5.31 Unrealized 0.0%