TITLEIST ASSET MANAGEMENT, LLC Diversified Active

CIK: 0001977759 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 5, 2025

Total Value ($000): $1,146,590 (100.0% shares, 0.0% debt)

Holdings (316)

TSLA TESLA INC COM 6.7%
Value ($000) $77,157 Shares 173,496 Est. Cost $252.98 Unrealized +37.1%
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 6.5%
Value ($000) $74,724 Shares 742,045 Est. Cost $100.48 Unrealized
NVDA NVIDIA CORPORATION COM 3.5%
Value ($000) $39,887 Shares 213,782 Est. Cost $98.04 Unrealized +77.8%
IJH ISHARES CORE S&P MID-CAP ETF 2.9%
Value ($000) $33,407 Shares 511,912 Est. Cost $74.23 Unrealized
IWM ISHARES RUSSELL 2000 ETF 2.8%
Value ($000) $32,254 Shares 133,304 Est. Cost $197.58 Unrealized
SPY SPDR S&P 500 ETF TRUST 2.3%
Value ($000) $25,998 Shares 39,025 Est. Cost $502.34 Unrealized
BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF 2.1%
Value ($000) $23,523 Shares 206,595 Est. Cost $112.68 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 2.1%
Value ($000) $23,523 Shares 85,959 Est. Cost $193.46 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 2.0%
Value ($000) $22,931 Shares 120,881 Est. Cost $154.06 Unrealized
MGV VANGUARD MEGA CAP VALUE ETF 1.8%
Value ($000) $21,121 Shares 153,341 Est. Cost $130.39 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 1.8%
Value ($000) $21,107 Shares 41,984 Est. Cost $424.98 Unrealized +14.0%
IBTK ISHARES IBONDS DEC 2030 TERM TREASURY ETF 1.8%
Value ($000) $21,034 Shares 1,058,330 Est. Cost $19.77 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 1.7%
Value ($000) $19,518 Shares 59,475 Est. Cost $281.63 Unrealized
VUG VANGUARD GROWTH ETF 1.6%
Value ($000) $18,076 Shares 37,689 Est. Cost $359.73 Unrealized
AAPL APPLE INC COM 1.5%
Value ($000) $17,652 Shares 69,323 Est. Cost $159.13 Unrealized +41.8%
DIVZ OPAL DIVIDEND INCOME ETF 1.5%
Value ($000) $17,399 Shares 478,188 Est. Cost $35.02 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 1.4%
Value ($000) $16,622 Shares 91,119 Est. Cost $17.91 Unrealized +804.9%
IJR ISHARES CORE S&P SMALL CAP ETF 1.3%
Value ($000) $15,275 Shares 128,548 Est. Cost $106.19 Unrealized
ARKB ARK 21SHARES BITCOIN ETF 1.3%
Value ($000) $14,795 Shares 389,144 Est. Cost $46.72 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 1.3%
Value ($000) $14,594 Shares 151,293 Est. Cost $95.16 Unrealized
AMZN AMAZON COM INC COM 1.3%
Value ($000) $14,563 Shares 66,326 Est. Cost $136.23 Unrealized +66.1%
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 1.1%
Value ($000) $12,745 Shares 212,734 Est. Cost $59.91 Unrealized
ARKK ARK INNOVATION ETF 1.1%
Value ($000) $12,723 Shares 147,425 Est. Cost $46.80 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 1.1%
Value ($000) $12,067 Shares 16,162 Est. Cost $511.79 Unrealized
VTV VANGUARD VALUE ETF 1.0%
Value ($000) $11,655 Shares 62,499 Est. Cost $170.31 Unrealized
IDMO INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF 0.9%
Value ($000) $10,426 Shares 193,118 Est. Cost $45.37 Unrealized
AVGO BROADCOM INC COM 0.9%
Value ($000) $10,329 Shares 31,308 Est. Cost $157.93 Unrealized +93.6%
VHT VANGUARD HEALTH CARE ETF 0.9%
Value ($000) $10,292 Shares 39,644 Est. Cost $252.19 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.8%
Value ($000) $9,302 Shares 125,083 Est. Cost $72.06 Unrealized
IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF 0.8%
Value ($000) $9,296 Shares 412,770 Est. Cost $22.44 Unrealized
EFA ISHARES MSCI EAFE ETF 0.8%
Value ($000) $9,273 Shares 99,316 Est. Cost $75.24 Unrealized
VO VANGUARD MID-CAP ETF 0.8%
Value ($000) $9,138 Shares 31,108 Est. Cost $258.79 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.8%
Value ($000) $9,022 Shares 37,042 Est. Cost $137.45 Unrealized +52.7%
IVLU ISHARES MSCI INTL VALUE FACTOR ETF 0.8%
Value ($000) $8,965 Shares 252,683 Est. Cost $35.48 Unrealized
VNOM VIPER ENERGY INC CL A 0.7%
Value ($000) $8,539 Shares 223,426 Est. Cost $38.10 Unrealized 0.0%
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.7%
Value ($000) $7,860 Shares 157,220 Est. Cost $49.65 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.7%
Value ($000) $7,837 Shares 130,787 Est. Cost $50.76 Unrealized
VB VANGUARD SMALL-CAP ETF 0.7%
Value ($000) $7,621 Shares 29,971 Est. Cost $236.67 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.7%
Value ($000) $7,476 Shares 113,415 Est. Cost $49.81 Unrealized
IBTG ISHARES IBONDS DEC 2026 TERM TREASURY ETF 0.6%
Value ($000) $7,430 Shares 323,767 Est. Cost $22.94 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.6%
Value ($000) $7,317 Shares 33,906 Est. Cost $197.49 Unrealized
GDX VANECK GOLD MINERS ETF 0.6%
Value ($000) $7,144 Shares 93,508 Est. Cost $34.25 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.6%
Value ($000) $7,079 Shares 259,309 Est. Cost $32.36 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.6%
Value ($000) $6,972 Shares 75,992 Est. Cost $91.69 Unrealized
VOO VANGUARD S&P 500 ETF 0.6%
Value ($000) $6,698 Shares 10,938 Est. Cost $536.72 Unrealized
IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF 0.6%
Value ($000) $6,687 Shares 298,705 Est. Cost $22.27 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.6%
Value ($000) $6,561 Shares 111,495 Est. Cost $58.47 Unrealized
MSTR STRATEGY INC CL A NEW 0.6%
Value ($000) $6,487 Shares 20,132 Est. Cost $265.49 Unrealized +39.7%
IBIT ISHARES BITCOIN TRUST ETF 0.5%
Value ($000) $6,202 Shares 95,414 Est. Cost $43.25 Unrealized
ETHA ISHARES ETHEREUM TRUST ETF 0.5%
Value ($000) $6,152 Shares 195,249 Est. Cost $31.51 Unrealized
BA BOEING CO COM 0.5%
Value ($000) $6,106 Shares 28,289 Est. Cost $185.11 Unrealized +21.8%
ARKF ARK FINTECH INNOVATION ETF 0.5%
Value ($000) $5,967 Shares 105,053 Est. Cost $28.02 Unrealized
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.5%
Value ($000) $5,754 Shares 167,903 Est. Cost $34.27 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.5%
Value ($000) $5,697 Shares 23,435 Est. Cost $145.80 Unrealized +43.5%
QQQ INVESCO QQQ TRUST SERIES I 0.5%
Value ($000) $5,668 Shares 9,441 Est. Cost $498.18 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.5%
Value ($000) $5,560 Shares 31,444 Est. Cost $141.14 Unrealized
MSFT MICROSOFT CORP COM 0.5%
Value ($000) $5,495 Shares 10,610 Est. Cost $308.74 Unrealized +64.8%
EDIV SPDR S&P EMERGING MARKETS DIVIDEND ETF 0.5%
Value ($000) $5,412 Shares 139,293 Est. Cost $35.50 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.5%
Value ($000) $5,398 Shares 27,754 Est. Cost $173.08 Unrealized
XMMO INVESCO S&P MIDCAP MOMENTUM ETF 0.5%
Value ($000) $5,312 Shares 39,282 Est. Cost $107.82 Unrealized
COINBASE GLOBAL INC CALL 0.5%
Value ($000) $5,231 Shares 15,500 Est. Cost Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.4%
Value ($000) $5,086 Shares 17,089 Est. Cost $229.91 Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.4%
Value ($000) $4,931 Shares 7,065 Est. Cost $114.48 Unrealized +510.8%
VOT VANGUARD MID-CAP GROWTH ETF 0.4%
Value ($000) $4,802 Shares 16,344 Est. Cost $206.84 Unrealized
VTC VANGUARD TOTAL CORPORATE BOND ETF 0.4%
Value ($000) $4,742 Shares 60,505 Est. Cost $76.16 Unrealized
JPM JPMORGAN CHASE & CO. COM 0.4%
Value ($000) $4,541 Shares 14,397 Est. Cost $141.90 Unrealized +108.6%
ORCL ORACLE CORP COM 0.4%
Value ($000) $4,540 Shares 16,142 Est. Cost $236.16 Unrealized +7.6%
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $4,463 Shares 39,587 Est. Cost $108.80 Unrealized +0.8%
META META PLATFORMS INC CL A 0.4%
Value ($000) $4,433 Shares 6,037 Est. Cost $297.30 Unrealized +150.0%
AUSF GLOBAL X ADAPTIVE U.S. FACTOR ETF 0.4%
Value ($000) $4,342 Shares 93,351 Est. Cost $44.70 Unrealized
VFMV VANGUARD U.S. MINIMUM VOLATILITY ETF 0.4%
Value ($000) $4,300 Shares 32,748 Est. Cost $122.72 Unrealized
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.4%
Value ($000) $4,170 Shares 62,002 Est. Cost $55.74 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.4%
Value ($000) $4,168 Shares 25,762 Est. Cost $101.43 Unrealized +59.1%
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $3,813 Shares 11,042 Est. Cost $378.29 Unrealized -21.0%
IVV ISHARES CORE S&P 500 ETF 0.3%
Value ($000) $3,779 Shares 5,647 Est. Cost $447.26 Unrealized
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $3,735 Shares 24,050 Est. Cost $145.07 Unrealized +5.0%
FBND FIDELITY TOTAL BOND ETF 0.3%
Value ($000) $3,707 Shares 80,177 Est. Cost $46.64 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.3%
Value ($000) $3,668 Shares 10,870 Est. Cost $287.50 Unrealized +17.9%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.3%
Value ($000) $3,646 Shares 45,617 Est. Cost $77.93 Unrealized
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.3%
Value ($000) $3,638 Shares 95,692 Est. Cost $33.73 Unrealized
TEM TEMPUS AI INC CL A 0.3%
Value ($000) $3,534 Shares 43,783 Est. Cost $54.74 Unrealized +27.9%
CRWD CROWDSTRIKE HLDGS INC CL A 0.3%
Value ($000) $3,456 Shares 7,048 Est. Cost $337.44 Unrealized +34.8%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.3%
Value ($000) $3,382 Shares 62,419 Est. Cost $45.64 Unrealized
HOOD ROBINHOOD MKTS INC COM CL A 0.3%
Value ($000) $3,241 Shares 22,633 Est. Cost $17.85 Unrealized +510.9%
XSMO INVESCO S&P SMALLCAP MOMENTUM ETF 0.3%
Value ($000) $3,134 Shares 42,594 Est. Cost $53.30 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.3%
Value ($000) $3,128 Shares 39,933 Est. Cost $68.35 Unrealized
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.2%
Value ($000) $2,766 Shares 31,089 Est. Cost $62.56 Unrealized
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.2%
Value ($000) $2,620 Shares 50,838 Est. Cost $49.55 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $2,603 Shares 29,138 Est. Cost $86.32 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.2%
Value ($000) $2,449 Shares 29,117 Est. Cost $81.55 Unrealized
SLB SLB LIMITED COM STK 0.2%
Value ($000) $2,434 Shares 70,806 Est. Cost $43.45 Unrealized -21.0%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $2,337 Shares 20,411 Est. Cost $99.33 Unrealized +17.8%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.2%
Value ($000) $2,328 Shares 26,044 Est. Cost $91.25 Unrealized
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.2%
Value ($000) $2,282 Shares 27,359 Est. Cost $79.43 Unrealized
AMLP ALERIAN MLP ETF 0.2%
Value ($000) $2,279 Shares 48,553 Est. Cost $46.16 Unrealized
WM WASTE MGMT INC DEL COM 0.2%
Value ($000) $2,259 Shares 10,228 Est. Cost $211.86 Unrealized +5.6%
CCL CARNIVAL CORP PAIRED CTF 0.2%
Value ($000) $2,236 Shares 77,332 Est. Cost $10.70 Unrealized +182.1%
NET CLOUDFLARE INC CL A COM 0.2%
Value ($000) $2,132 Shares 9,934 Est. Cost $54.85 Unrealized +272.2%
DASH DOORDASH INC CL A 0.2%
Value ($000) $2,070 Shares 7,611 Est. Cost $61.50 Unrealized +307.8%
RKT ROCKET COS INC COM CL A 0.2%
Value ($000) $2,029 Shares 104,674 Est. Cost $12.97 Unrealized +34.4%
MCK MCKESSON CORP COM 0.2%
Value ($000) $1,961 Shares 2,538 Est. Cost $356.15 Unrealized +97.4%
KBH KB HOME COM 0.2%
Value ($000) $1,927 Shares 30,273 Est. Cost $62.51 Unrealized -4.2%
SN SHARKNINJA INC COM SHS 0.2%
Value ($000) $1,851 Shares 17,946 Est. Cost $101.60 Unrealized +12.4%
DELL DELL TECHNOLOGIES INC CL C 0.2%
Value ($000) $1,787 Shares 12,607 Est. Cost $115.25 Unrealized +12.1%
MEAR ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF 0.2%
Value ($000) $1,768 Shares 35,007 Est. Cost $50.09 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $1,726 Shares 3,686 Est. Cost $323.33 Unrealized
SHOP SHOPIFY INC CL A SUB VTG SHS 0.2%
Value ($000) $1,722 Shares 11,589 Est. Cost $44.42 Unrealized +205.2%
FDX FEDEX CORP COM 0.1%
Value ($000) $1,719 Shares 7,290 Est. Cost $195.24 Unrealized +16.9%
ISHARES ETHEREUM TRUST CALL 0.1%
Value ($000) $1,670 Shares 53,000 Est. Cost Unrealized
LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF 0.1%
Value ($000) $1,641 Shares 47,225 Est. Cost $31.45 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $1,594 Shares 15,470 Est. Cost $60.77 Unrealized +63.3%
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $1,573 Shares 8,485 Est. Cost $149.49 Unrealized +13.4%
MBSD FLEXSHARES DISCIPLINED DURATION MBS INDEX FUND 0.1%
Value ($000) $1,569 Shares 75,230 Est. Cost $20.43 Unrealized
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $1,569 Shares 41,531 Est. Cost $36.13 Unrealized
IBTJ ISHARES IBONDS DEC 2029 TERM TREASURY ETF 0.1%
Value ($000) $1,563 Shares 71,212 Est. Cost $21.77 Unrealized
IVES DAN IVES WEDBUSH AI REVOLUTION ETF 0.1%
Value ($000) $1,522 Shares 47,381 Est. Cost $32.12 Unrealized
CRH CRH PLC ORD 0.1%
Value ($000) $1,519 Shares 12,668 Est. Cost $83.04 Unrealized +27.2%
TPL TEXAS PACIFIC LAND CORPORATION COM 0.1%
Value ($000) $1,505 Shares 1,612 Est. Cost $353.43 Unrealized -11.2%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $1,488 Shares 9,176 Est. Cost $86.66 Unrealized +90.6%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $1,469 Shares 37,493 Est. Cost $54.58 Unrealized -17.5%
COWZ PACER US CASH COWS 100 ETF 0.1%
Value ($000) $1,466 Shares 25,502 Est. Cost $52.17 Unrealized
CORZ CORE SCIENTIFIC INC NEW COM 0.1%
Value ($000) $1,446 Shares 80,590 Est. Cost $11.06 Unrealized +32.6%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $1,412 Shares 2,960 Est. Cost $269.28 Unrealized +58.0%
V VISA INC COM CL A 0.1%
Value ($000) $1,412 Shares 4,137 Est. Cost $239.99 Unrealized +43.8%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.1%
Value ($000) $1,380 Shares 31,233 Est. Cost $40.71 Unrealized
CCJ CAMECO CORP COM 0.1%
Value ($000) $1,360 Shares 16,214 Est. Cost $39.12 Unrealized +97.8%
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.1%
Value ($000) $1,340 Shares 20,031 Est. Cost $63.96 Unrealized
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $1,340 Shares 25,967 Est. Cost $32.23 Unrealized +50.0%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.1%
Value ($000) $1,332 Shares 19,562 Est. Cost $49.99 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $1,288 Shares 9,064 Est. Cost $120.48 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value ($000) $1,267 Shares 3,563 Est. Cost $273.41 Unrealized
PINS PINTEREST INC CL A 0.1%
Value ($000) $1,258 Shares 39,102 Est. Cost $28.84 Unrealized +25.8%
TMFC MOTLEY FOOL 100 INDEX ETF 0.1%
Value ($000) $1,220 Shares 17,292 Est. Cost $53.07 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $1,195 Shares 2,950 Est. Cost $342.69 Unrealized +13.6%
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $1,080 Shares 14,847 Est. Cost $47.43 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value ($000) $1,061 Shares 3,799 Est. Cost $195.08 Unrealized
LEN LENNAR CORP CL A 0.1%
Value ($000) $1,037 Shares 8,229 Est. Cost $123.11 Unrealized +0.4%
SMH VANECK SEMICONDUCTOR ETF 0.1%
Value ($000) $1,030 Shares 3,156 Est. Cost $214.67 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.1%
Value ($000) $1,027 Shares 7,201 Est. Cost $116.56 Unrealized
PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 0.1%
Value ($000) $1,018 Shares 37,942 Est. Cost $26.41 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $991 Shares 22,544 Est. Cost $32.40 Unrealized +31.1%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $976 Shares 3,459 Est. Cost $225.46 Unrealized +15.1%
NKE NIKE INC CL B 0.1%
Value ($000) $975 Shares 13,987 Est. Cost $104.41 Unrealized -29.3%
UNP UNION PAC CORP COM 0.1%
Value ($000) $956 Shares 4,045 Est. Cost $227.83 Unrealized -2.1%
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.1%
Value ($000) $956 Shares 18,881 Est. Cost $42.39 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $947 Shares 4,650 Est. Cost $167.42 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value ($000) $922 Shares 6,543 Est. Cost $119.54 Unrealized
MELI MERCADOLIBRE INC COM 0.1%
Value ($000) $921 Shares 394 Est. Cost $1438.34 Unrealized +66.9%
ROKU ROKU INC COM CL A 0.1%
Value ($000) $916 Shares 9,150 Est. Cost $58.71 Unrealized +57.1%
DOCU DOCUSIGN INC COM 0.1%
Value ($000) $916 Shares 12,706 Est. Cost $53.06 Unrealized +45.2%
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $868 Shares 18,834 Est. Cost $40.76 Unrealized
FOXA FOX CORP CL A COM 0.1%
Value ($000) $854 Shares 13,548 Est. Cost $57.68 Unrealized 0.0%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $847 Shares 10,008 Est. Cost $90.15 Unrealized -1.8%
MMIT NYLI MACKAY MUNI INTERMEDIATE ETF 0.1%
Value ($000) $839 Shares 34,531 Est. Cost $23.96 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.1%
Value ($000) $835 Shares 18,026 Est. Cost $38.99 Unrealized
KVUE KENVUE INC COM 0.1%
Value ($000) $827 Shares 50,957 Est. Cost $19.20 Unrealized +4.5%
NFLX NETFLIX INC COM 0.1%
Value ($000) $801 Shares 668 Est. Cost $65.87 Unrealized +85.3%
ABBV ABBVIE INC COM 0.1%
Value ($000) $798 Shares 3,448 Est. Cost $175.63 Unrealized +15.0%
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 0.1%
Value ($000) $794 Shares 12,616 Est. Cost $52.98 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $790 Shares 993 Est. Cost $470.94 Unrealized +56.0%
BITMINE IMMERSION TECNOLOGIES CALL 0.1%
Value ($000) $779 Shares 15,000 Est. Cost Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.1%
Value ($000) $778 Shares 3,309 Est. Cost $203.46 Unrealized +15.5%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $777 Shares 6,969 Est. Cost $107.18 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $769 Shares 7,847 Est. Cost $62.77 Unrealized +49.0%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $763 Shares 7,615 Est. Cost $99.16 Unrealized
DIVI FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND 0.1%
Value ($000) $757 Shares 20,295 Est. Cost $29.23 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $726 Shares 784 Est. Cost $782.08 Unrealized +22.3%
QQQM INVESCO NASDAQ 100 ETF 0.1%
Value ($000) $716 Shares 2,896 Est. Cost $212.36 Unrealized
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF 0.1%
Value ($000) $703 Shares 13,904 Est. Cost $50.38 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.1%
Value ($000) $700 Shares 13,194 Est. Cost $33.60 Unrealized
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $690 Shares 24,363 Est. Cost $16.05 Unrealized +68.0%
GRAYSCALE ETHEREUM CALL 0.1%
Value ($000) $685 Shares 20,000 Est. Cost Unrealized
IHAK ISHARES CYBERSECURITY & TECH ETF 0.1%
Value ($000) $679 Shares 12,980 Est. Cost $47.45 Unrealized
PCG PG&E CORP COM 0.1%
Value ($000) $661 Shares 43,832 Est. Cost $15.59 Unrealized -6.9%
CFR CULLEN FROST BANKERS INC COM 0.1%
Value ($000) $659 Shares 5,195 Est. Cost $114.61 Unrealized +11.9%
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.1%
Value ($000) $648 Shares 15,408 Est. Cost $32.95 Unrealized
C CITIGROUP INC COM NEW 0.1%
Value ($000) $638 Shares 6,283 Est. Cost $43.97 Unrealized +114.0%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $636 Shares 9,627 Est. Cost $38.48 Unrealized +59.6%
VT VANGUARD TOTAL WORLD STOCK ETF 0.1%
Value ($000) $631 Shares 4,579 Est. Cost $118.32 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.1%
Value ($000) $628 Shares 17,909 Est. Cost $44.49 Unrealized -24.4%
URI UNITED RENTALS INC COM 0.1%
Value ($000) $618 Shares 648 Est. Cost $665.35 Unrealized +33.5%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $605 Shares 1,617 Est. Cost $237.91 Unrealized +52.7%
RBLX ROBLOX CORP CL A 0.1%
Value ($000) $594 Shares 4,290 Est. Cost $50.32 Unrealized +147.0%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $593 Shares 2,817 Est. Cost $193.63 Unrealized +7.0%
T AT&T INC COM 0.1%
Value ($000) $592 Shares 20,945 Est. Cost $17.05 Unrealized +64.6%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $590 Shares 610 Est. Cost $679.31 Unrealized
LONZ PIMCO SENIOR LOAN ACTIVE EXCHANGE-TRADED FUND 0.1%
Value ($000) $587 Shares 11,493 Est. Cost $51.12 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.1%
Value ($000) $586 Shares 2,483 Est. Cost $104.06 Unrealized +63.1%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.1%
Value ($000) $583 Shares 978 Est. Cost $476.73 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.1%
Value ($000) $574 Shares 4,010 Est. Cost $136.16 Unrealized +3.4%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $570 Shares 5,693 Est. Cost $93.60 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $568 Shares 11,255 Est. Cost $34.08 Unrealized +35.3%
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 0.0%
Value ($000) $568 Shares 5,703 Est. Cost $95.80 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $567 Shares 23,044 Est. Cost $30.74 Unrealized -28.8%
LLY ELI LILLY & CO COM 0.0%
Value ($000) $560 Shares 734 Est. Cost $745.42 Unrealized -0.4%
RTX RTX CORPORATION COM 0.0%
Value ($000) $557 Shares 3,326 Est. Cost $108.83 Unrealized +41.8%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $549 Shares 4,556 Est. Cost $63.66 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $547 Shares 8,160 Est. Cost $74.55 Unrealized -5.7%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $522 Shares 4,898 Est. Cost $107.70 Unrealized
WCC WESCO INTL INC COM 0.0%
Value ($000) $514 Shares 2,431 Est. Cost $145.73 Unrealized +43.6%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $514 Shares 5,622 Est. Cost $89.09 Unrealized
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.0%
Value ($000) $505 Shares 9,893 Est. Cost $50.78 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $499 Shares 9,352 Est. Cost $43.41 Unrealized
BLK BLACKROCK INC COM 0.0%
Value ($000) $498 Shares 427 Est. Cost $982.37 Unrealized +12.9%
DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF 0.0%
Value ($000) $492 Shares 10,204 Est. Cost $46.88 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $485 Shares 12,366 Est. Cost $40.61 Unrealized +6.4%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $484 Shares 3,138 Est. Cost $128.51 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $482 Shares 2,368 Est. Cost $159.00 Unrealized +20.4%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $479 Shares 5,718 Est. Cost $44.89 Unrealized +79.3%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value ($000) $474 Shares 19,419 Est. Cost $33.05 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $455 Shares 994 Est. Cost $278.38 Unrealized +61.0%
KO COCA COLA CO COM 0.0%
Value ($000) $454 Shares 6,842 Est. Cost $65.77 Unrealized +3.3%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $452 Shares 5,989 Est. Cost $58.87 Unrealized +22.7%
DOW DOW INC COM 0.0%
Value ($000) $451 Shares 19,674 Est. Cost $27.10 Unrealized -10.3%
TESLA INC PUT 0.0%
Value ($000) $444 Shares 1,000 Est. Cost Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $444 Shares 1,574 Est. Cost $256.19 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $438 Shares 2,334 Est. Cost $101.94 Unrealized +65.8%
APP APPLOVIN CORP COM CL A 0.0%
Value ($000) $433 Shares 603 Est. Cost $461.14 Unrealized 0.0%
FLAHERTY & CRUMRINE PFD SECS I COM 0.0%
Value ($000) $427 Shares 25,277 Est. Cost $13.99 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $424 Shares 1,555 Est. Cost $247.58 Unrealized +15.3%
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value ($000) $421 Shares 9,589 Est. Cost $34.37 Unrealized
SAFX XCF GLOBAL INC COM CL A 0.0%
Value ($000) $410 Shares 312,730 Est. Cost $5.25 Unrealized -72.2%
ABT ABBOTT LABS COM 0.0%
Value ($000) $409 Shares 3,050 Est. Cost $110.99 Unrealized +17.7%
GLW CORNING INC COM 0.0%
Value ($000) $408 Shares 4,969 Est. Cost $64.97 Unrealized 0.0%
IUS INVESCO RAFI STRATEGIC US ETF 0.0%
Value ($000) $401 Shares 7,258 Est. Cost $47.49 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $394 Shares 5,357 Est. Cost $73.46 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.0%
Value ($000) $392 Shares 3,927 Est. Cost $53.32 Unrealized
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 0.0%
Value ($000) $387 Shares 8,461 Est. Cost $41.37 Unrealized
MDB MONGODB INC CL A 0.0%
Value ($000) $386 Shares 1,244 Est. Cost $184.86 Unrealized +39.1%
SKYH SKY HARBOUR GROUP CORPORATION COM CL A 0.0%
Value ($000) $381 Shares 38,600 Est. Cost $9.97 Unrealized +2.3%
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value ($000) $376 Shares 2,584 Est. Cost $128.77 Unrealized 0.0%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $373 Shares 1,934 Est. Cost $125.73 Unrealized +38.8%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $370 Shares 1,544 Est. Cost $221.47 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $366 Shares 13,901 Est. Cost $31.58 Unrealized
CGDG CAPITAL GROUP DIVIDEND GROWERS ETF 0.0%
Value ($000) $365 Shares 10,540 Est. Cost $29.81 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $363 Shares 2,587 Est. Cost $158.00 Unrealized -11.1%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $362 Shares 3,800 Est. Cost $75.88 Unrealized +20.3%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $358 Shares 1,176 Est. Cost $260.78 Unrealized +15.6%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $357 Shares 4,987 Est. Cost $68.95 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $356 Shares 1,263 Est. Cost $218.85 Unrealized +25.8%
PATH UIPATH INC CL A 0.0%
Value ($000) $355 Shares 26,560 Est. Cost $15.36 Unrealized -23.0%
HALO HALOZYME THERAPEUTICS INC COM 0.0%
Value ($000) $352 Shares 4,794 Est. Cost $37.49 Unrealized +77.2%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $348 Shares 2,813 Est. Cost $95.61 Unrealized +25.3%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $347 Shares 6,438 Est. Cost $46.84 Unrealized
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.0%
Value ($000) $342 Shares 5,700 Est. Cost $59.90 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $340 Shares 2,429 Est. Cost $124.45 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $338 Shares 3,574 Est. Cost $102.13 Unrealized -8.7%
OIH VANECK OIL SERVICES ETF 0.0%
Value ($000) $335 Shares 1,290 Est. Cost $259.91 Unrealized
PFF ISHARES PREF INCOME SEC ETF 0.0%
Value ($000) $335 Shares 10,580 Est. Cost $32.03 Unrealized
TFIN TRIUMPH FINANCIAL INC COM 0.0%
Value ($000) $332 Shares 6,640 Est. Cost $66.11 Unrealized -10.9%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $330 Shares 821 Est. Cost $325.55 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $329 Shares 1,016 Est. Cost $236.14 Unrealized +40.6%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $326 Shares 1,204 Est. Cost $217.62 Unrealized
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $309 Shares 2,046 Est. Cost $97.15 Unrealized +37.2%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $307 Shares 6,139 Est. Cost $50.13 Unrealized
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $306 Shares 1,990 Est. Cost $141.68 Unrealized +9.3%
FUMB FIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF 0.0%
Value ($000) $306 Shares 15,200 Est. Cost $19.97 Unrealized
VST VISTRA CORP COM 0.0%
Value ($000) $305 Shares 1,559 Est. Cost $158.82 Unrealized +24.5%
BYLD ISHARES YIELD OPTIMIZED BOND ETF 0.0%
Value ($000) $301 Shares 13,140 Est. Cost $22.24 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $292 Shares 4,806 Est. Cost $54.37 Unrealized +4.7%
CME CME GROUP INC COM 0.0%
Value ($000) $291 Shares 1,077 Est. Cost $242.42 Unrealized +11.3%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $291 Shares 511 Est. Cost $381.36 Unrealized +50.4%
AFL AFLAC INC COM 0.0%
Value ($000) $290 Shares 2,599 Est. Cost $82.60 Unrealized +26.1%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $289 Shares 8,381 Est. Cost $35.93 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $286 Shares 2,492 Est. Cost $104.25 Unrealized +2.7%
ICF ISHARES SELECT U.S. REIT ETF 0.0%
Value ($000) $286 Shares 4,634 Est. Cost $60.26 Unrealized
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $284 Shares 2,292 Est. Cost $83.25 Unrealized +31.4%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $281 Shares 1,686 Est. Cost $108.32 Unrealized +45.1%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $280 Shares 561 Est. Cost $433.03 Unrealized +3.5%
CGSD CAPITAL GROUP SHORT DURATION INCOME ETF 0.0%
Value ($000) $279 Shares 10,723 Est. Cost $25.87 Unrealized
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $275 Shares 2,146 Est. Cost $93.37 Unrealized +23.2%
OLN OLIN CORP COM PAR $1 0.0%
Value ($000) $274 Shares 10,951 Est. Cost $20.30 Unrealized +7.8%
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $272 Shares 904 Est. Cost $222.00 Unrealized +22.8%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $269 Shares 3,458 Est. Cost $30.11 Unrealized +3.4%
LMND LEMONADE INC COM 0.0%
Value ($000) $259 Shares 4,832 Est. Cost $33.93 Unrealized +43.8%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $258 Shares 681 Est. Cost $300.16 Unrealized
AVLV AVANTIS U.S. LARGE CAP VALUE ETF 0.0%
Value ($000) $257 Shares 3,550 Est. Cost $66.78 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $246 Shares 1,549 Est. Cost $80.29 Unrealized +82.4%
SEIX VIRTUS SEIX SENIOR LOAN ETF 0.0%
Value ($000) $246 Shares 10,415 Est. Cost $23.61 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value ($000) $244 Shares 3,570 Est. Cost $55.64 Unrealized +21.1%
CRWV COREWEAVE INC COM CL A 0.0%
Value ($000) $241 Shares 1,760 Est. Cost $99.57 Unrealized +18.8%
CGUS CAPITAL GROUP CORE EQUITY ETF 0.0%
Value ($000) $241 Shares 6,087 Est. Cost $31.41 Unrealized
CGCB CAPITAL GROUP CORE BOND ETF 0.0%
Value ($000) $241 Shares 9,053 Est. Cost $26.30 Unrealized
VFMF VANGUARD U.S. MULTIFACTOR ETF 0.0%
Value ($000) $237 Shares 1,643 Est. Cost $144.31 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $236 Shares 959 Est. Cost $218.99 Unrealized +9.1%
RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF 0.0%
Value ($000) $235 Shares 4,871 Est. Cost $59.86 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $234 Shares 3,746 Est. Cost $61.17 Unrealized +3.7%
XYZ BLOCK INC CL A 0.0%
Value ($000) $232 Shares 3,213 Est. Cost $74.68 Unrealized +0.2%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $232 Shares 8,350 Est. Cost $24.35 Unrealized
BMNR BITMINE IMMERSION TECNOLOGIES COM NEW 0.0%
Value ($000) $230 Shares 4,437 Est. Cost $50.65 Unrealized 0.0%
UCON FIRST TRUST SMITH UNCONSTRAINED BOND ETF 0.0%
Value ($000) $229 Shares 9,081 Est. Cost $24.92 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $228 Shares 925 Est. Cost $301.90 Unrealized -13.7%
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.0%
Value ($000) $227 Shares 4,569 Est. Cost $49.31 Unrealized
ALNT ALLIENT INC COM 0.0%
Value ($000) $227 Shares 5,080 Est. Cost $42.70 Unrealized 0.0%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $227 Shares 1,729 Est. Cost $135.48 Unrealized 0.0%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $226 Shares 2,585 Est. Cost $83.49 Unrealized
JAAA JANUS HENDERSON AAA CLO ETF 0.0%
Value ($000) $219 Shares 4,310 Est. Cost $50.77 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $218 Shares 3,049 Est. Cost $67.22 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $217 Shares 1,562 Est. Cost $129.48 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $216 Shares 40 Est. Cost $5563.60 Unrealized 0.0%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $215 Shares 589 Est. Cost $339.31 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $211 Shares 2,601 Est. Cost $78.65 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $211 Shares 2,095 Est. Cost $100.54 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $211 Shares 2,224 Est. Cost $84.13 Unrealized +9.6%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $208 Shares 4,174 Est. Cost $49.95 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $208 Shares 994 Est. Cost $209.26 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $203 Shares 1,405 Est. Cost $132.28 Unrealized 0.0%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $201 Shares 3,290 Est. Cost $58.31 Unrealized 0.0%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $201 Shares 6,395 Est. Cost $35.75 Unrealized -7.2%
AMGN AMGEN INC COM 0.0%
Value ($000) $200 Shares 710 Est. Cost $287.24 Unrealized -0.2%
OLMA OLEMA PHARMACEUTICALS INC COM 0.0%
Value ($000) $147 Shares 15,000 Est. Cost $4.46 Unrealized +34.7%
NUVEEN PFD & INCOME OPPORTUNIT COM 0.0%
Value ($000) $97 Shares 11,833 Est. Cost $7.19 Unrealized
DERM JOURNEY MED CORP COM 0.0%
Value ($000) $92 Shares 12,900 Est. Cost $5.11 Unrealized +41.8%
FUBO FUBOTV INC CLASS A COM SHS 0.0%
Value ($000) $42 Shares 10,000 Est. Cost $3.78 Unrealized 0.0%
FATE FATE THERAPEUTICS INC COM 0.0%
Value ($000) $24 Shares 19,000 Est. Cost $1.16 Unrealized -7.2%
LPTVQ LOOP MEDIA INC COM NEW 0.0%
Value ($000) $0 Shares 25,334 Est. Cost $0.01 Unrealized