Cheviot Value Management, LLC Diversified Active

CIK: 0001427147 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 13, 2025

Total Value ($000): $872,262 (100.0% shares, 0.0% debt)

Holdings (431)

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 12.8%
Value ($000) $111,544 Shares 239,673 Est. Cost $140.39 Unrealized +261.8%
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 10.0%
Value ($000) $87,445 Shares 870,273 Est. Cost $100.42 Unrealized
AEM AGNICO EAGLE MINES LTD COM 7.4%
Value ($000) $64,894 Shares 478,533 Est. Cost $43.69 Unrealized +163.7%
GOOGL ALPHABET INC CAP STK CL A 4.7%
Value ($000) $40,773 Shares 202,427 Est. Cost $180.70 Unrealized -9.6%
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 4.5%
Value ($000) $39,149 Shares 977,509 Est. Cost $39.74 Unrealized
META META PLATFORMS INC CL A 3.9%
Value ($000) $34,045 Shares 44,254 Est. Cost $297.14 Unrealized +107.5%
MSFT MICROSOFT CORP COM 3.5%
Value ($000) $30,536 Shares 58,494 Est. Cost $81.04 Unrealized +433.5%
JNJ JOHNSON & JOHNSON COM 3.4%
Value ($000) $29,905 Shares 172,530 Est. Cost $96.80 Unrealized +55.8%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 3.2%
Value ($000) $28,263 Shares 258,320 Est. Cost $106.91 Unrealized
NEM NEWMONT CORP COM 2.8%
Value ($000) $24,164 Shares 350,304 Est. Cost $35.87 Unrealized +47.5%
V VISA INC COM CL A 2.7%
Value ($000) $23,922 Shares 71,033 Est. Cost $336.32 Unrealized +3.2%
UNILEVER PLC SPON ADR NEW 2.7%
Value ($000) $23,281 Shares 381,279 Est. Cost $63.47 Unrealized
CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN 2.6%
Value ($000) $23,047 Shares 732,823 Est. Cost $29.19 Unrealized
TDTF FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND 2.6%
Value ($000) $22,616 Shares 935,714 Est. Cost $23.85 Unrealized
CMCSA COMCAST CORP NEW CL A 1.8%
Value ($000) $15,389 Shares 485,927 Est. Cost $35.00 Unrealized -3.1%
AMZN AMAZON COM INC COM 1.8%
Value ($000) $15,347 Shares 68,915 Est. Cost $133.91 Unrealized +47.8%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 1.6%
Value ($000) $13,961 Shares 20 Est. Cost $729330.75 Unrealized +4.5%
B BARRICK MNG CORP COM SHS 1.5%
Value ($000) $13,276 Shares 566,630 Est. Cost $19.29 Unrealized 0.0%
XOM EXXON MOBIL CORP COM 1.5%
Value ($000) $13,089 Shares 122,556 Est. Cost $107.15 Unrealized -2.5%
MKL MARKEL GROUP INC COM 1.5%
Value ($000) $13,033 Shares 6,822 Est. Cost $959.89 Unrealized +95.4%
MRK MERCK & CO INC COM 1.5%
Value ($000) $12,772 Shares 158,285 Est. Cost $89.10 Unrealized -13.1%
CVX CHEVRON CORP NEW COM 1.4%
Value ($000) $12,466 Shares 80,420 Est. Cost $148.18 Unrealized -7.5%
PFE PFIZER INC COM 1.4%
Value ($000) $12,165 Shares 494,899 Est. Cost $23.14 Unrealized -3.4%
COP CONOCOPHILLIPS COM 1.2%
Value ($000) $10,460 Shares 111,382 Est. Cost $96.07 Unrealized -8.4%
MDT MEDTRONIC PLC SHS 1.1%
Value ($000) $9,194 Shares 98,992 Est. Cost $87.41 Unrealized -4.5%
AAPL APPLE INC COM 1.0%
Value ($000) $8,431 Shares 36,759 Est. Cost $94.59 Unrealized +112.9%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.9%
Value ($000) $7,909 Shares 135,653 Est. Cost $85.45 Unrealized -1.8%
QQQ INVESCO QQQ TRUST SERIES I 0.7%
Value ($000) $6,503 Shares 11,319 Est. Cost $487.30 Unrealized
PAAS PAN AMERN SILVER CORP COM 0.7%
Value ($000) $6,189 Shares 193,702 Est. Cost $19.16 Unrealized +35.1%
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.7%
Value ($000) $5,816 Shares 126,142 Est. Cost $43.12 Unrealized
ABBV ABBVIE INC COM 0.7%
Value ($000) $5,711 Shares 28,837 Est. Cost $189.39 Unrealized -3.6%
OXY OCCIDENTAL PETE CORP COM 0.6%
Value ($000) $5,450 Shares 122,968 Est. Cost $53.29 Unrealized -22.8%
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.6%
Value ($000) $5,227 Shares 205,942 Est. Cost $25.19 Unrealized
IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF 0.6%
Value ($000) $5,111 Shares 243,484 Est. Cost $20.60 Unrealized
AGI ALAMOS GOLD INC NEW COM CL A 0.5%
Value ($000) $4,618 Shares 176,402 Est. Cost $21.20 Unrealized +26.0%
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF 0.5%
Value ($000) $4,465 Shares 131,168 Est. Cost $27.43 Unrealized
GDX VANECK GOLD MINERS ETF 0.4%
Value ($000) $3,922 Shares 67,549 Est. Cost $48.72 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.4%
Value ($000) $3,453 Shares 34,897 Est. Cost $97.78 Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.4%
Value ($000) $3,289 Shares 135,302 Est. Cost $24.28 Unrealized
CVS CVS HEALTH CORP COM 0.3%
Value ($000) $3,024 Shares 46,135 Est. Cost $50.49 Unrealized +27.1%
PID INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF 0.3%
Value ($000) $2,733 Shares 131,064 Est. Cost $19.67 Unrealized
PSX PHILLIPS 66 COM 0.3%
Value ($000) $2,679 Shares 22,485 Est. Cost $137.48 Unrealized -20.4%
NVDA NVIDIA CORPORATION COM 0.3%
Value ($000) $2,539 Shares 13,897 Est. Cost $98.66 Unrealized +27.5%
JPM JPMORGAN CHASE & CO. COM 0.3%
Value ($000) $2,394 Shares 8,290 Est. Cost $250.91 Unrealized +0.7%
BSV VANGUARD SHORT-TERM BOND ETF 0.3%
Value ($000) $2,212 Shares 28,167 Est. Cost $78.15 Unrealized
ABT ABBOTT LABS COM 0.2%
Value ($000) $1,931 Shares 14,380 Est. Cost $26.69 Unrealized +389.3%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $1,929 Shares 44,696 Est. Cost $39.58 Unrealized +5.6%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $1,911 Shares 3,262 Est. Cost $526.20 Unrealized
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $1,821 Shares 10,698 Est. Cost $71.45 Unrealized +134.2%
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $1,658 Shares 1,690 Est. Cost $970.56 Unrealized +2.1%
DVN DEVON ENERGY CORP NEW COM 0.2%
Value ($000) $1,502 Shares 45,144 Est. Cost $47.24 Unrealized -33.9%
URNM SPROTT URANIUM MINERS ETF 0.1%
Value ($000) $1,289 Shares 27,330 Est. Cost $35.49 Unrealized
OAKM OAKMARK U.S. LARGE CAP ETF 0.1%
Value ($000) $1,258 Shares 49,385 Est. Cost $25.24 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.1%
Value ($000) $1,203 Shares 4,100 Est. Cost $217.61 Unrealized
FISV FISERV INC COM 0.1%
Value ($000) $1,151 Shares 8,636 Est. Cost $106.60 Unrealized +70.1%
AMGN AMGEN INC COM 0.1%
Value ($000) $1,084 Shares 3,762 Est. Cost $170.42 Unrealized +63.0%
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $1,057 Shares 1,659 Est. Cost $564.45 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $1,028 Shares 3,365 Est. Cost $293.63 Unrealized +3.4%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $966 Shares 4,778 Est. Cost $176.90 Unrealized -6.8%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $954 Shares 5,161 Est. Cost $51.68 Unrealized +204.7%
ORCL ORACLE CORP COM 0.1%
Value ($000) $929 Shares 3,715 Est. Cost $161.57 Unrealized -0.5%
TSLA TESLA INC COM 0.1%
Value ($000) $923 Shares 2,800 Est. Cost $332.71 Unrealized -9.4%
SNPS SYNOPSYS INC COM 0.1%
Value ($000) $873 Shares 1,409 Est. Cost $483.75 Unrealized -3.7%
CDNS CADENCE DESIGN SYSTEM INC COM 0.1%
Value ($000) $805 Shares 2,287 Est. Cost $278.09 Unrealized +4.6%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $763 Shares 9,800 Est. Cost $73.67 Unrealized -3.4%
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $743 Shares 32,481 Est. Cost $22.78 Unrealized
DIS DISNEY WALT CO COM 0.1%
Value ($000) $708 Shares 6,293 Est. Cost $109.49 Unrealized -6.1%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $684 Shares 1,191 Est. Cost $542.01 Unrealized +1.7%
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $651 Shares 14,141 Est. Cost $43.62 Unrealized -5.0%
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $596 Shares 6,975 Est. Cost $82.69 Unrealized
WDC WESTERN DIGITAL CORP COM 0.1%
Value ($000) $591 Shares 7,884 Est. Cost $47.25 Unrealized +0.4%
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $583 Shares 4,075 Est. Cost $125.06 Unrealized -3.3%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $577 Shares 8,991 Est. Cost $51.03 Unrealized +9.6%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $520 Shares 2,649 Est. Cost $163.58 Unrealized
COR CENCORA INC COM 0.1%
Value ($000) $510 Shares 1,788 Est. Cost $249.56 Unrealized +14.9%
RTX RTX CORPORATION COM 0.1%
Value ($000) $509 Shares 3,286 Est. Cost $124.76 Unrealized +5.6%
TGT TARGET CORP COM 0.1%
Value ($000) $480 Shares 4,558 Est. Cost $120.21 Unrealized -22.4%
HD HOME DEPOT INC COM 0.1%
Value ($000) $475 Shares 1,225 Est. Cost $270.35 Unrealized +31.6%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.1%
Value ($000) $471 Shares 1,836 Est. Cost $357.69 Unrealized +7.0%
VT VANGUARD TOTAL WORLD STOCK ETF 0.1%
Value ($000) $471 Shares 3,571 Est. Cost $101.37 Unrealized
QCOM QUALCOMM INC COM 0.1%
Value ($000) $466 Shares 3,156 Est. Cost $159.45 Unrealized -9.0%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $430 Shares 1,535 Est. Cost $239.35 Unrealized -2.6%
GLW CORNING INC COM 0.0%
Value ($000) $412 Shares 6,269 Est. Cost $48.10 Unrealized -3.7%
ACM AECOM COM 0.0%
Value ($000) $412 Shares 3,475 Est. Cost $100.41 Unrealized +2.6%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $399 Shares 4,831 Est. Cost $82.52 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $389 Shares 847 Est. Cost $410.44 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $384 Shares 533 Est. Cost $590.71 Unrealized -3.2%
RGA REINSURANCE GRP OF AMERICA INC COM NEW 0.0%
Value ($000) $382 Shares 2,050 Est. Cost $207.27 Unrealized -5.8%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $378 Shares 650 Est. Cost $406.66 Unrealized +19.5%
F FORD MTR CO COM 0.0%
Value ($000) $377 Shares 33,345 Est. Cost $9.25 Unrealized +6.7%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $377 Shares 1,602 Est. Cost $220.95 Unrealized +3.9%
LLY ELI LILLY & CO COM 0.0%
Value ($000) $364 Shares 581 Est. Cost $191.90 Unrealized +303.0%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $360 Shares 2,662 Est. Cost $127.55 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $360 Shares 1,178 Est. Cost $295.41 Unrealized +2.4%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $359 Shares 1,916 Est. Cost $181.06 Unrealized -3.7%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $346 Shares 4,816 Est. Cost $60.10 Unrealized +0.5%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $328 Shares 5,725 Est. Cost $56.18 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $322 Shares 461 Est. Cost $563.70 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $318 Shares 1,675 Est. Cost $183.33 Unrealized -9.5%
KO COCA COLA CO COM 0.0%
Value ($000) $309 Shares 4,389 Est. Cost $45.00 Unrealized +55.1%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $297 Shares 6,500 Est. Cost $39.58 Unrealized
ROST ROSS STORES INC COM 0.0%
Value ($000) $290 Shares 2,000 Est. Cost $98.51 Unrealized +39.9%
BBY BEST BUY INC COM 0.0%
Value ($000) $285 Shares 4,125 Est. Cost $77.61 Unrealized -15.7%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $262 Shares 1,045 Est. Cost $499.48 Unrealized -24.9%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $258 Shares 2,783 Est. Cost $74.53 Unrealized -4.5%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $251 Shares 603 Est. Cost $206.59 Unrealized +60.1%
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value ($000) $241 Shares 1,825 Est. Cost $143.02 Unrealized -19.3%
NKE NIKE INC CL B 0.0%
Value ($000) $241 Shares 3,247 Est. Cost $118.78 Unrealized -50.3%
STT STATE STR CORP COM 0.0%
Value ($000) $230 Shares 2,069 Est. Cost $92.75 Unrealized -2.4%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $228 Shares 856 Est. Cost $215.46 Unrealized
UBS UBS GROUP AG SHS 0.0%
Value ($000) $221 Shares 5,578 Est. Cost $33.35 Unrealized -7.2%
BA BOEING CO COM 0.0%
Value ($000) $214 Shares 936 Est. Cost $174.61 Unrealized +8.2%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $210 Shares 1,598 Est. Cost $120.10 Unrealized +4.8%
CSX CSX CORP COM 0.0%
Value ($000) $203 Shares 5,730 Est. Cost $31.31 Unrealized -4.9%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $197 Shares 1,800 Est. Cost $99.37 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $194 Shares 1,873 Est. Cost $92.95 Unrealized +2.0%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $192 Shares 3,653 Est. Cost $52.68 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $190 Shares 4,125 Est. Cost $55.48 Unrealized -14.9%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $189 Shares 5,430 Est. Cost $29.48 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $188 Shares 1,695 Est. Cost $115.22 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $187 Shares 405 Est. Cost $582.63 Unrealized -28.4%
NFLX NETFLIX INC COM 0.0%
Value ($000) $183 Shares 151 Est. Cost $95.10 Unrealized +18.9%
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.0%
Value ($000) $178 Shares 1,851 Est. Cost $86.70 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $176 Shares 8,814 Est. Cost $21.88 Unrealized -5.3%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $169 Shares 1,600 Est. Cost $111.87 Unrealized -8.5%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $161 Shares 804 Est. Cost $216.97 Unrealized -11.0%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $159 Shares 1,638 Est. Cost $77.78 Unrealized +1.8%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $154 Shares 1,154 Est. Cost $129.37 Unrealized -5.5%
ITDI ISHARES LIFEPATH TARGET DATE 2065 ETF 0.0%
Value ($000) $153 Shares 4,352 Est. Cost $31.72 Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $151 Shares 886 Est. Cost $158.03 Unrealized +1.4%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $143 Shares 458 Est. Cost $277.22 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $141 Shares 475 Est. Cost $292.46 Unrealized -4.5%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $138 Shares 750 Est. Cost $147.29 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $137 Shares 1,056 Est. Cost $138.14 Unrealized
QDF FLEXSHARES QUALITY DIVIDEND INDEX FUND 0.0%
Value ($000) $137 Shares 1,803 Est. Cost $67.51 Unrealized
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $137 Shares 163 Est. Cost $585.29 Unrealized +16.3%
EMMF WISDOMTREE EMERGING MARKETS MULTIFACTOR FUND 0.0%
Value ($000) $135 Shares 4,606 Est. Cost $27.43 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $135 Shares 622 Est. Cost $198.41 Unrealized +0.6%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $134 Shares 1,450 Est. Cost $99.37 Unrealized +1.2%
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $127 Shares 1,066 Est. Cost $112.37 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $124 Shares 395 Est. Cost $306.88 Unrealized
ADBE ADOBE INC COM 0.0%
Value ($000) $123 Shares 361 Est. Cost $428.84 Unrealized -10.1%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $119 Shares 4,423 Est. Cost $25.80 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $118 Shares 277 Est. Cost $448.29 Unrealized +2.4%
HPQ HP INC COM 0.0%
Value ($000) $116 Shares 4,450 Est. Cost $30.36 Unrealized -18.6%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $115 Shares 550 Est. Cost $185.05 Unrealized 0.0%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $114 Shares 158 Est. Cost $683.36 Unrealized
SNDK SANDISK CORP COM 0.0%
Value ($000) $114 Shares 2,570 Est. Cost $49.67 Unrealized -23.0%
MCO MOODYS CORP COM 0.0%
Value ($000) $113 Shares 220 Est. Cost $478.56 Unrealized -3.7%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $113 Shares 798 Est. Cost $141.64 Unrealized +1.8%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $112 Shares 929 Est. Cost $114.89 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $111 Shares 752 Est. Cost $164.52 Unrealized -4.3%
USO UNITED STATES OIL FUND LP 0.0%
Value ($000) $105 Shares 1,430 Est. Cost $62.37 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $102 Shares 414 Est. Cost $245.29 Unrealized +5.0%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $99 Shares 1,162 Est. Cost $80.50 Unrealized
FNDB SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF 0.0%
Value ($000) $98 Shares 4,018 Est. Cost $22.49 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $96 Shares 464 Est. Cost $191.27 Unrealized +2.9%
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $96 Shares 6,989 Est. Cost $11.76 Unrealized
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $95 Shares 1,350 Est. Cost $59.72 Unrealized +17.1%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $94 Shares 9,850 Est. Cost $10.13 Unrealized -26.7%
GVA GRANITE CONSTR INC COM 0.0%
Value ($000) $94 Shares 886 Est. Cost $83.53 Unrealized +0.9%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $93 Shares 500 Est. Cost $87.82 Unrealized +33.6%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $92 Shares 1,001 Est. Cost $100.99 Unrealized -15.7%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $92 Shares 500 Est. Cost $211.90 Unrealized +3.8%
FNV FRANCO NEV CORP COM 0.0%
Value ($000) $90 Shares 525 Est. Cost $139.30 Unrealized +18.6%
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $89 Shares 582 Est. Cost $163.95 Unrealized -1.9%
CALI ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF 0.0%
Value ($000) $88 Shares 1,750 Est. Cost $50.51 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $86 Shares 718 Est. Cost $100.53 Unrealized +3.8%
CPRT COPART INC COM 0.0%
Value ($000) $82 Shares 1,786 Est. Cost $56.28 Unrealized -0.6%
PEP PEPSICO INC COM 0.0%
Value ($000) $82 Shares 567 Est. Cost $143.48 Unrealized -8.7%
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $82 Shares 974 Est. Cost $77.59 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $79 Shares 328 Est. Cost $239.40 Unrealized +6.0%
CME CME GROUP INC COM 0.0%
Value ($000) $79 Shares 280 Est. Cost $242.42 Unrealized +10.7%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $77 Shares 3,020 Est. Cost $28.86 Unrealized -11.4%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $76 Shares 2,513 Est. Cost $25.95 Unrealized
NGD NEW GOLD INC CDA COM 0.0%
Value ($000) $76 Shares 15,585 Est. Cost $1.93 Unrealized +113.3%
KKR KKR & CO INC COM 0.0%
Value ($000) $73 Shares 510 Est. Cost $136.88 Unrealized -14.8%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $71 Shares 2,250 Est. Cost $30.00 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $69 Shares 287 Est. Cost $176.40 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $69 Shares 95 Est. Cost $648.59 Unrealized -3.1%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $68 Shares 326 Est. Cost $209.53 Unrealized -8.0%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $63 Shares 3,540 Est. Cost $16.17 Unrealized
HASI HA SUSTAINABLE INFRA CAP INC COM 0.0%
Value ($000) $63 Shares 2,448 Est. Cost $26.74 Unrealized -7.1%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $61 Shares 432 Est. Cost $143.17 Unrealized +3.0%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $57 Shares 324 Est. Cost $161.93 Unrealized +6.3%
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $56 Shares 600 Est. Cost $111.13 Unrealized +0.7%
LOW LOWES COS INC COM 0.0%
Value ($000) $52 Shares 217 Est. Cost $242.06 Unrealized -8.9%
BX BLACKSTONE INC COM 0.0%
Value ($000) $51 Shares 300 Est. Cost $158.19 Unrealized -14.6%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $50 Shares 600 Est. Cost $98.43 Unrealized -15.5%
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $50 Shares 578 Est. Cost $78.48 Unrealized
KSS KOHLS CORP COM 0.0%
Value ($000) $50 Shares 4,461 Est. Cost $11.52 Unrealized -33.3%
RKLB ROCKET LAB CORP COM 0.0%
Value ($000) $49 Shares 1,100 Est. Cost $24.48 Unrealized 0.0%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $46 Shares 249 Est. Cost $171.70 Unrealized
ILCG ISHARES MORNINGSTAR GROWTH ETF 0.0%
Value ($000) $46 Shares 458 Est. Cost $85.03 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $46 Shares 150 Est. Cost $209.82 Unrealized +2.9%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $46 Shares 194 Est. Cost $221.89 Unrealized +10.5%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $45 Shares 34 Est. Cost $1851.88 Unrealized +1.4%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $42 Shares 218 Est. Cost $227.37 Unrealized -20.6%
NLR VANECK URANIUM AND NUCLEAR ETF 0.0%
Value ($000) $40 Shares 340 Est. Cost $118.02 Unrealized
WPC WP CAREY INC COM 0.0%
Value ($000) $40 Shares 608 Est. Cost $61.52 Unrealized
NUKZ RANGE NUCLEAR RENAISSANCE INDEX ETF 0.0%
Value ($000) $40 Shares 665 Est. Cost $59.89 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $40 Shares 602 Est. Cost $65.78 Unrealized +2.3%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $39 Shares 285 Est. Cost $104.22 Unrealized -2.8%
SYY SYSCO CORP COM 0.0%
Value ($000) $38 Shares 475 Est. Cost $71.30 Unrealized -0.3%
IGPT INVESCO AI AND NEXT GEN SOFTWARE ETF 0.0%
Value ($000) $38 Shares 750 Est. Cost $42.11 Unrealized
BLK BLACKROCK INC COM 0.0%
Value ($000) $37 Shares 33 Est. Cost $961.85 Unrealized -3.0%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $36 Shares 351 Est. Cost $98.29 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $36 Shares 500 Est. Cost $65.12 Unrealized
ACIW ACI WORLDWIDE INC COM 0.0%
Value ($000) $36 Shares 800 Est. Cost $53.06 Unrealized -7.3%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $36 Shares 798 Est. Cost $47.97 Unrealized -6.8%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $34 Shares 463 Est. Cost $94.96 Unrealized -15.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $33 Shares 140 Est. Cost $349.45 Unrealized -13.3%
NICE NICE LTD SPONSORED ADR 0.0%
Value ($000) $33 Shares 225 Est. Cost $158.01 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value ($000) $32 Shares 1,273 Est. Cost $25.24 Unrealized
PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR 0.0%
Value ($000) $31 Shares 1,175 Est. Cost $25.39 Unrealized
LGND LIGAND PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $30 Shares 200 Est. Cost $113.09 Unrealized -5.5%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $30 Shares 400 Est. Cost $75.61 Unrealized +1.3%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $30 Shares 273 Est. Cost $113.12 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $29 Shares 46 Est. Cost $566.16 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $29 Shares 52 Est. Cost $507.58 Unrealized -2.2%
SO SOUTHERN CO COM 0.0%
Value ($000) $29 Shares 305 Est. Cost $84.13 Unrealized +4.6%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $29 Shares 100 Est. Cost $300.39 Unrealized -10.7%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $29 Shares 75 Est. Cost $319.37 Unrealized +12.3%
ADSK AUTODESK INC COM 0.0%
Value ($000) $28 Shares 96 Est. Cost $284.41 Unrealized -0.2%
DE DEERE & CO COM 0.0%
Value ($000) $28 Shares 54 Est. Cost $467.52 Unrealized +3.7%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $28 Shares 402 Est. Cost $63.68 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $27 Shares 230 Est. Cost $95.73 Unrealized -2.6%
EXE EXPAND ENERGY CORPORATION COM 0.0%
Value ($000) $26 Shares 265 Est. Cost $101.00 Unrealized +8.0%
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $26 Shares 357 Est. Cost $79.86 Unrealized -7.9%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $26 Shares 250 Est. Cost $108.96 Unrealized -8.0%
VTRS VIATRIS INC COM 0.0%
Value ($000) $26 Shares 2,634 Est. Cost $10.02 Unrealized -18.2%
PPG PPG INDS INC COM 0.0%
Value ($000) $25 Shares 237 Est. Cost $112.61 Unrealized -5.6%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $25 Shares 343 Est. Cost $72.60 Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $25 Shares 35 Est. Cost $558.87 Unrealized +14.8%
SRE SEMPRA COM 0.0%
Value ($000) $25 Shares 300 Est. Cost $75.52 Unrealized -3.9%
CRH CRH PLC ORD 0.0%
Value ($000) $24 Shares 221 Est. Cost $97.65 Unrealized -6.8%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $23 Shares 400 Est. Cost $46.80 Unrealized +1.6%
FDX FEDEX CORP COM 0.0%
Value ($000) $23 Shares 100 Est. Cost $253.59 Unrealized -15.1%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $23 Shares 368 Est. Cost $59.55 Unrealized
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $20.85 Unrealized -4.2%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $21 Shares 200 Est. Cost $95.23 Unrealized +8.9%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $21 Shares 100 Est. Cost $192.43 Unrealized
HACK AMPLIFY CYBERSECURITY ETF 0.0%
Value ($000) $20 Shares 250 Est. Cost $76.36 Unrealized
NAMS NEWAMSTERDAM PHARMA COMPANY NV ORDINARY SHARES 0.0%
Value ($000) $20 Shares 796 Est. Cost $18.24 Unrealized 0.0%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $20 Shares 389 Est. Cost $50.33 Unrealized
FDTX FIDELITY DISRUPTIVE TECHNOLOGY ETF 0.0%
Value ($000) $20 Shares 500 Est. Cost $39.53 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $20 Shares 876 Est. Cost $20.91 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $20 Shares 100 Est. Cost $122.00 Unrealized 0.0%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $20 Shares 100 Est. Cost $180.81 Unrealized -10.7%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $20 Shares 51 Est. Cost $450.41 Unrealized -3.6%
BUG GLOBAL X CYBERSECURITY ETF 0.0%
Value ($000) $19 Shares 600 Est. Cost $33.41 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $19 Shares 95 Est. Cost $187.77 Unrealized
PSI INVESCO SEMICONDUCTORS ETF 0.0%
Value ($000) $18 Shares 300 Est. Cost $47.94 Unrealized
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $18 Shares 110 Est. Cost $172.39 Unrealized +2.1%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $18 Shares 195 Est. Cost $86.36 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $17 Shares 121 Est. Cost $123.06 Unrealized
WH WYNDHAM HOTELS & RESORTS INC COM 0.0%
Value ($000) $17 Shares 200 Est. Cost $101.42 Unrealized -17.5%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $17 Shares 539 Est. Cost $28.66 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $17 Shares 33 Est. Cost $518.64 Unrealized -5.5%
JOBY JOBY AVIATION INC COMMON STOCK 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $7.49 Unrealized -3.3%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $16 Shares 284 Est. Cost $53.71 Unrealized
RACE FERRARI N V COM 0.0%
Value ($000) $16 Shares 37 Est. Cost $449.66 Unrealized +3.3%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $16 Shares 141 Est. Cost $108.72 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $16 Shares 223 Est. Cost $68.66 Unrealized -0.8%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $16 Shares 300 Est. Cost $58.63 Unrealized -22.3%
KELLANOVA COM 0.0%
Value ($000) $16 Shares 200 Est. Cost $80.02 Unrealized +0.2%
MMM 3M CO COM 0.0%
Value ($000) $15 Shares 100 Est. Cost $144.58 Unrealized -2.3%
MET METLIFE INC COM 0.0%
Value ($000) $15 Shares 200 Est. Cost $81.16 Unrealized -6.6%
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $14 Shares 133 Est. Cost $99.37 Unrealized -3.2%
KMX CARMAX INC COM 0.0%
Value ($000) $14 Shares 250 Est. Cost $80.17 Unrealized -16.1%
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $13 Shares 800 Est. Cost $16.39 Unrealized
GTLS CHART INDS INC COM 0.0%
Value ($000) $13 Shares 65 Est. Cost $146.88 Unrealized 0.0%
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.0%
Value ($000) $13 Shares 299 Est. Cost $50.26 Unrealized
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.0%
Value ($000) $13 Shares 255 Est. Cost $48.91 Unrealized
TNL TRAVEL PLUS LEISURE CO COM 0.0%
Value ($000) $12 Shares 200 Est. Cost $50.51 Unrealized -9.4%
BUFF INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF 0.0%
Value ($000) $12 Shares 244 Est. Cost $44.36 Unrealized
SMFG SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR 0.0%
Value ($000) $12 Shares 728 Est. Cost $14.02 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $11 Shares 178 Est. Cost $58.50 Unrealized
BHVN BIOHAVEN LTD COM 0.0%
Value ($000) $11 Shares 750 Est. Cost $35.26 Unrealized -49.5%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $11 Shares 1,189 Est. Cost $15.11 Unrealized -32.2%
FINX GLOBAL X FINTECH ETF 0.0%
Value ($000) $11 Shares 325 Est. Cost $28.51 Unrealized
TTC TORO CO COM 0.0%
Value ($000) $10 Shares 142 Est. Cost $79.05 Unrealized -10.2%
EES WISDOMTREE U.S. SMALLCAP FUND 0.0%
Value ($000) $10 Shares 199 Est. Cost $47.82 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $10 Shares 435 Est. Cost $32.18 Unrealized -6.8%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $10 Shares 225 Est. Cost $44.20 Unrealized -7.8%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $10 Shares 11 Est. Cost $714.90 Unrealized +4.7%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $105.94 Unrealized -9.4%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $10 Shares 108 Est. Cost $91.34 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $10 Shares 194 Est. Cost $46.89 Unrealized
LH LABCORP HOLDINGS INC COM SHS 0.0%
Value ($000) $10 Shares 36 Est. Cost $241.45 Unrealized +0.1%
COHEN & STEERS INFRASTRUCTURE COM 0.0%
Value ($000) $10 Shares 353 Est. Cost $25.59 Unrealized
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $9 Shares 172 Est. Cost $67.42 Unrealized -25.7%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $9 Shares 100 Est. Cost $112.66 Unrealized -16.5%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $8 Shares 172 Est. Cost $47.49 Unrealized
T AT&T INC COM 0.0%
Value ($000) $8 Shares 300 Est. Cost $24.35 Unrealized +10.7%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $8 Shares 35 Est. Cost $220.72 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value ($000) $8 Shares 9 Est. Cost $682.18 Unrealized -2.5%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $8 Shares 20 Est. Cost $377.08 Unrealized -1.5%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $8 Shares 83 Est. Cost $74.42 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $7 Shares 24 Est. Cost $242.13 Unrealized -3.4%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $7 Shares 125 Est. Cost $56.04 Unrealized
BANR BANNER CORP COM NEW 0.0%
Value ($000) $7 Shares 110 Est. Cost $65.10 Unrealized -7.5%
XMHQ INVESCO S&P MIDCAP QUALITY ETF 0.0%
Value ($000) $7 Shares 68 Est. Cost $94.71 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $7 Shares 286 Est. Cost $22.88 Unrealized
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $6 Shares 5 Est. Cost $1277.12 Unrealized -12.5%
RGTI RIGETTI COMPUTING INC COMMON STOCK 0.0%
Value ($000) $6 Shares 400 Est. Cost $11.09 Unrealized -4.9%
CTVA CORTEVA INC COM 0.0%
Value ($000) $6 Shares 85 Est. Cost $61.25 Unrealized +8.0%
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $6 Shares 250 Est. Cost $26.99 Unrealized -8.1%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $6 Shares 85 Est. Cost $31.89 Unrealized -14.4%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $6 Shares 120 Est. Cost $45.34 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $6 Shares 20 Est. Cost $260.35 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $6 Shares 66 Est. Cost $80.08 Unrealized
ZM ZOOM COMMUNICATIONS INC CL A 0.0%
Value ($000) $5 Shares 75 Est. Cost $79.69 Unrealized -3.0%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $48.81 Unrealized -3.6%
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $5 Shares 116 Est. Cost $44.30 Unrealized
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value ($000) $5 Shares 200 Est. Cost $22.97 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $5 Shares 70 Est. Cost $73.36 Unrealized -11.4%
MSCI MSCI INC COM 0.0%
Value ($000) $5 Shares 9 Est. Cost $574.91 Unrealized -4.5%
HANCOCK JOHN TAX-ADVANTAGED DI COM 0.0%
Value ($000) $5 Shares 200 Est. Cost $22.81 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $5 Shares 22 Est. Cost $198.95 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $5 Shares 191 Est. Cost $22.22 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $5 Shares 60 Est. Cost $74.28 Unrealized
BLKB BLACKBAUD INC COM 0.0%
Value ($000) $5 Shares 72 Est. Cost $71.07 Unrealized -12.0%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $5 Shares 68 Est. Cost $77.71 Unrealized -12.1%
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 0.0%
Value ($000) $4 Shares 152 Est. Cost $26.88 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $96.18 Unrealized -0.8%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $4 Shares 22 Est. Cost $184.68 Unrealized
CAVA CAVA 0.0%
Value ($000) $4 Shares 50 Est. Cost $108.42 Unrealized -21.3%
MFIC MIDCAP FINANCIAL INVSTMNT CORP COM NEW 0.0%
Value ($000) $4 Shares 333 Est. Cost $12.14 Unrealized -7.1%
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 0.0%
Value ($000) $4 Shares 30 Est. Cost $111.07 Unrealized
SNAP SNAP INC CL A 0.0%
Value ($000) $4 Shares 500 Est. Cost $10.43 Unrealized -20.4%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $4 Shares 60 Est. Cost $56.17 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $4 Shares 27 Est. Cost $129.22 Unrealized
NULV NUVEEN ESG LARGE-CAP VALUE ETF 0.0%
Value ($000) $4 Shares 86 Est. Cost $39.45 Unrealized
PDYN PALLADYNE AI CORP COM NEW 0.0%
Value ($000) $4 Shares 473 Est. Cost $7.09 Unrealized 0.0%
KEY KEYCORP COM 0.0%
Value ($000) $4 Shares 200 Est. Cost $16.25 Unrealized -7.3%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $3 Shares 17 Est. Cost $175.24 Unrealized
RLY SPDR SSGA MULTI-ASSET REAL RETURN ETF 0.0%
Value ($000) $3 Shares 111 Est. Cost $28.00 Unrealized
UNG UNITED STATES NATURAL GAS FUND LP 0.0%
Value ($000) $3 Shares 240 Est. Cost $17.98 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $3 Shares 108 Est. Cost $26.14 Unrealized
JD JD.COM INC SPON ADS CL A 0.0%
Value ($000) $3 Shares 96 Est. Cost $34.06 Unrealized
OKLO OKLO INC COM CL A 0.0%
Value ($000) $3 Shares 40 Est. Cost $38.57 Unrealized 0.0%
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $3 Shares 69 Est. Cost $37.88 Unrealized
RC READY CAPITAL CORP COM 0.0%
Value ($000) $3 Shares 653 Est. Cost $4.44 Unrealized
RKT ROCKET COS INC COM CL A 0.0%
Value ($000) $3 Shares 158 Est. Cost $12.97 Unrealized 0.0%
LRGF ISHARES U.S. EQUITY FACTOR ETF 0.0%
Value ($000) $3 Shares 40 Est. Cost $58.55 Unrealized
MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR 0.0%
Value ($000) $3 Shares 418 Est. Cost $4.90 Unrealized
CNNE CANNAE HLDGS INC COM 0.0%
Value ($000) $3 Shares 130 Est. Cost $18.32 Unrealized -1.4%
GEM GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $2 Shares 65 Est. Cost $34.46 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $2 Shares 20 Est. Cost $126.55 Unrealized
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $2 Shares 1 Est. Cost $1984.94 Unrealized +17.7%
NTES NETEASE INC SPONSORED ADS 0.0%
Value ($000) $2 Shares 18 Est. Cost $109.78 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $2 Shares 3 Est. Cost $597.47 Unrealized +12.9%
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.0%
Value ($000) $2 Shares 63 Est. Cost $15.10 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $52.73 Unrealized +0.8%
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $2 Shares 900 Est. Cost $1.93 Unrealized -2.0%
TRC TEJON RANCH CO COM 0.0%
Value ($000) $2 Shares 120 Est. Cost $15.90 Unrealized +3.7%
OABI OMNIAB INC COM 0.0%
Value ($000) $2 Shares 980 Est. Cost $3.27 Unrealized -48.9%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.0%
Value ($000) $2 Shares 146 Est. Cost $12.45 Unrealized
NIOCORP DEVS LTD COM NEW 0.0%
Value ($000) $2 Shares 400 Est. Cost $2.50 Unrealized
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $2 Shares 25 Est. Cost $74.47 Unrealized -4.9%
DOW DOW INC COM 0.0%
Value ($000) $2 Shares 85 Est. Cost $35.96 Unrealized -22.7%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $2 Shares 20 Est. Cost $89.50 Unrealized
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value ($000) $2 Shares 14 Est. Cost $47.54 Unrealized +24.5%
COINSHARES BITCOIN LEVERAGE ETF 0.0%
Value ($000) $2 Shares 26 Est. Cost $42.46 Unrealized
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value ($000) $1 Shares 10 Est. Cost $108.97 Unrealized -8.2%
NYXH NYXOAH S A SHS 0.0%
Value ($000) $1 Shares 200 Est. Cost $10.18 Unrealized -32.4%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $295.68 Unrealized +7.5%
NLOP NET LEASE OFFICE PROPERTIES COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $30.40 Unrealized
IONS IONIS PHARMACEUTICALS INC COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $32.75 Unrealized -0.1%
SAN BANCO SANTANDER S.A. ADR 0.0%
Value ($000) $1 Shares 125 Est. Cost $7.17 Unrealized
KLG WK KELLOGG CO COM SHS 0.0%
Value ($000) $1 Shares 50 Est. Cost $17.36 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $1 Shares 55 Est. Cost $19.41 Unrealized -15.1%
KALA BIO INC COM NEW 0.0%
Value ($000) $1 Shares 153 Est. Cost $3.63 Unrealized
S SENTINELONE INC CL A 0.0%
Value ($000) $1 Shares 68 Est. Cost $21.70 Unrealized -15.7%
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 29 Est. Cost $36.52 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $1 Shares 32 Est. Cost $37.48 Unrealized -3.5%
FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND 0.0%
Value ($000) $1 Shares 38 Est. Cost $24.21 Unrealized
MAYS MAYS J W INC COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $40.38 Unrealized -5.9%
CHWY CHEWY INC CL A 0.0%
Value ($000) $1 Shares 25 Est. Cost $35.87 Unrealized +11.0%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $1 Shares 5 Est. Cost $167.60 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $99.22 Unrealized +5.1%
DPST DIREXION DAILY REGIONAL BANKS BULL 3X SHARES 0.0%
Value ($000) $1 Shares 10 Est. Cost $75.20 Unrealized
MDB MONGODB INC CL A 0.0%
Value ($000) $1 Shares 4 Est. Cost $243.68 Unrealized -24.1%
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value ($000) $1 Shares 16 Est. Cost $41.75 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $51.33 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.85 Unrealized +0.6%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $1 Shares 72 Est. Cost $10.46 Unrealized -10.8%
LSF LAIRD SUPERFOOD INC COM STK 0.0%
Value ($000) $1 Shares 122 Est. Cost $6.32 Unrealized
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $61.10 Unrealized
TRIVAGO N V SPON ADS A SHS N 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.02 Unrealized
FCEL FUELCELL ENERGY INC COM NEW 0.0%
Value ($000) $1 Shares 167 Est. Cost $7.46 Unrealized -34.9%
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.0%
Value ($000) $1 Shares 11 Est. Cost $49.57 Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $0 Shares 40 Est. Cost $16.08 Unrealized -31.1%
EWU ISHARES MSCI UNITED KINGDOM ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $39.70 Unrealized
BLOK AMPLIFY TRANSFORMATIONAL DATA SHARING ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost $43.29 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $366.85 Unrealized -24.9%
AFRM AFFIRM HLDGS INC COM CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $59.25 Unrealized -12.5%
MNKD MANNKIND CORP COM NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost $5.60 Unrealized -21.4%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $105.33 Unrealized
CGC CANOPY GROWTH CORP COM NEW 0.0%
Value ($000) $0 Shares 234 Est. Cost $1.76 Unrealized -24.3%
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value ($000) $0 Shares 5 Est. Cost $74.78 Unrealized +11.1%
MBB ISHARES MBS ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $92.33 Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $0 Shares 21 Est. Cost $19.42 Unrealized -20.8%
MRNA MODERNA INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $35.49 Unrealized -25.8%
ETH GRAYSCALE ETHEREUM MINI TRUST ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $17.17 Unrealized
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $0 Shares 133 Est. Cost $1.90 Unrealized -47.5%
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $190.90 Unrealized +0.4%
ZIMVIE INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $8.90 Unrealized
NVNI GROUP LIMITED SHS 0.0%
Value ($000) $0 Shares 288 Est. Cost $0.51 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $0 Shares 14 Est. Cost $12.58 Unrealized +7.8%
GUILD HLDGS CO CL A 0.0%
Value ($000) $0 Shares 8 Est. Cost $12.88 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $78.50 Unrealized
TILRAY BRANDS INC COM 0.0%
Value ($000) $0 Shares 229 Est. Cost $0.44 Unrealized
ALLSPRING INCOME OPPORTUNIT INC OPPTY FD 0.0%
Value ($000) $0 Shares 19 Est. Cost $6.79 Unrealized
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $59.00 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $58.50 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $52.00 Unrealized
OMAB GRUPO AEROPORTUARIO DEL CENTRO SPON ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $88.00 Unrealized
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $0 Shares 2 Est. Cost $55.04 Unrealized
HYLN HYLIION HOLDINGS CORP COMMON STOCK 0.0%
Value ($000) $0 Shares 60 Est. Cost $1.98 Unrealized -26.5%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $58.22 Unrealized +12.1%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $4.98 Unrealized -22.2%
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $0 Shares 4 Est. Cost $15.31 Unrealized -28.8%
STVN STEVANATO GROUP S P A ORD SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $21.22 Unrealized +6.3%
CLB CORE LABORATORIES INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $16.69 Unrealized -29.1%
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $26.19 Unrealized +2.3%
ACB AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $4.73 Unrealized +2.5%
PCG PG&E CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $16.45 Unrealized -1.8%
LUCID GROUP INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $2.40 Unrealized
LSTA LISATA THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $2.33 Unrealized