Retirement Planning Co of New England, Inc. Diversified Active

CIK: 0001817693 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 12, 2024

Total Value ($000): $200,904 (100.0% shares, 0.0% debt)

Holdings (230)

AAPL APPLE INC 3.9%
Value ($000) $7,853 Shares 33,705 Est. Cost $156.00 Unrealized +42.3%
NVDA NVIDIA CORPORATION 3.5%
Value ($000) $6,986 Shares 57,522 Est. Cost $94.35 Unrealized +25.1%
QQQ INVESCO QQQ TR 3.0%
Value ($000) $6,062 Shares 12,420 Est. Cost $392.24 Unrealized
META META PLATFORMS INC 2.0%
Value ($000) $3,966 Shares 6,928 Est. Cost $293.40 Unrealized +74.5%
BX BLACKSTONE INC 2.0%
Value ($000) $3,958 Shares 25,845 Est. Cost $111.50 Unrealized +19.9%
AMZN AMAZON COM INC 1.9%
Value ($000) $3,840 Shares 20,608 Est. Cost $128.93 Unrealized +41.5%
ABBV ABBVIE INC 1.9%
Value ($000) $3,828 Shares 19,383 Est. Cost $112.00 Unrealized +59.6%
MSFT MICROSOFT CORP 1.9%
Value ($000) $3,763 Shares 8,745 Est. Cost $308.51 Unrealized +37.1%
ZVRA ZEVRA THERAPEUTICS INC 1.7%
Value ($000) $3,467 Shares 499,505 Est. Cost $6.90 Unrealized -1.8%
ETN EATON CORP PLC 1.6%
Value ($000) $3,153 Shares 9,512 Est. Cost $178.87 Unrealized +68.4%
XOM EXXON MOBIL CORP 1.6%
Value ($000) $3,146 Shares 26,835 Est. Cost $60.10 Unrealized +83.1%
GOOGL ALPHABET INC 1.5%
Value ($000) $2,957 Shares 17,828 Est. Cost $112.21 Unrealized +48.6%
AVGO BROADCOM INC 1.4%
Value ($000) $2,826 Shares 16,382 Est. Cost $149.47 Unrealized +5.7%
VO VANGUARD INDEX FDS 1.4%
Value ($000) $2,772 Shares 10,507 Est. Cost $233.53 Unrealized
GOOG ALPHABET INC 1.3%
Value ($000) $2,662 Shares 15,921 Est. Cost $116.30 Unrealized +44.7%
EIPI FIRST TR EXCHNG TRADED FD VI 1.3%
Value ($000) $2,645 Shares 136,678 Est. Cost $18.60 Unrealized
V VISA INC 1.3%
Value ($000) $2,540 Shares 9,237 Est. Cost $218.29 Unrealized +22.6%
VNQ VANGUARD INDEX FDS 1.1%
Value ($000) $2,288 Shares 23,487 Est. Cost $113.55 Unrealized
TQQQ PROSHARES TR 1.1%
Value ($000) $2,236 Shares 30,842 Est. Cost $92.57 Unrealized
USD PROSHARES TR 1.1%
Value ($000) $2,192 Shares 18,276 Est. Cost $48.91 Unrealized
LLY ELI LILLY & CO 1.0%
Value ($000) $2,077 Shares 2,344 Est. Cost $307.62 Unrealized +189.4%
BA BOEING CO 1.0%
Value ($000) $2,043 Shares 13,438 Est. Cost $196.93 Unrealized -12.9%
QCOM QUALCOMM INC 1.0%
Value ($000) $1,911 Shares 11,239 Est. Cost $142.91 Unrealized +19.8%
RTX RTX CORPORATION 0.9%
Value ($000) $1,880 Shares 15,512 Est. Cost $80.15 Unrealized +38.6%
CVS CVS HEALTH CORP 0.9%
Value ($000) $1,876 Shares 29,841 Est. Cost $76.97 Unrealized -28.3%
BAC BANK AMERICA CORP 0.9%
Value ($000) $1,785 Shares 44,977 Est. Cost $37.72 Unrealized +2.8%
VB VANGUARD INDEX FDS 0.9%
Value ($000) $1,779 Shares 7,501 Est. Cost $211.12 Unrealized
KMI KINDER MORGAN INC DEL 0.9%
Value ($000) $1,744 Shares 78,948 Est. Cost $13.88 Unrealized +43.0%
HD HOME DEPOT INC 0.9%
Value ($000) $1,711 Shares 4,223 Est. Cost $337.06 Unrealized +4.6%
ROM PROSHARES TR 0.8%
Value ($000) $1,698 Shares 25,318 Est. Cost $80.16 Unrealized
VUG VANGUARD INDEX FDS 0.8%
Value ($000) $1,578 Shares 4,110 Est. Cost $304.38 Unrealized
PM PHILIP MORRIS INTL INC 0.8%
Value ($000) $1,534 Shares 12,635 Est. Cost $76.66 Unrealized +43.3%
MCD MCDONALDS CORP 0.8%
Value ($000) $1,518 Shares 4,985 Est. Cost $230.70 Unrealized +15.6%
FCX FREEPORT-MCMORAN INC 0.8%
Value ($000) $1,507 Shares 30,197 Est. Cost $36.22 Unrealized +22.1%
SPIRIT AEROSYSTEMS HLDGS INC 0.7%
Value ($000) $1,443 Shares 44,400 Est. Cost $27.89 Unrealized
GS GOLDMAN SACHS GROUP INC 0.7%
Value ($000) $1,404 Shares 2,835 Est. Cost $336.75 Unrealized +41.1%
ABT ABBOTT LABS 0.7%
Value ($000) $1,350 Shares 11,838 Est. Cost $112.77 Unrealized -5.1%
IRM IRON MTN INC DEL 0.7%
Value ($000) $1,338 Shares 11,258 Est. Cost $40.33 Unrealized +153.1%
DVY ISHARES TR 0.6%
Value ($000) $1,293 Shares 9,573 Est. Cost $121.92 Unrealized
SO SOUTHERN CO 0.6%
Value ($000) $1,290 Shares 14,306 Est. Cost $56.24 Unrealized +45.1%
NFLX NETFLIX INC 0.6%
Value ($000) $1,278 Shares 1,801 Est. Cost $44.54 Unrealized +50.1%
TDIV FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $1,225 Shares 15,259 Est. Cost $63.13 Unrealized
NGG NATIONAL GRID PLC 0.6%
Value ($000) $1,211 Shares 17,378 Est. Cost $71.40 Unrealized
DLR DIGITAL RLTY TR INC 0.6%
Value ($000) $1,204 Shares 7,442 Est. Cost $136.49 Unrealized +7.6%
VGT VANGUARD WORLD FD 0.6%
Value ($000) $1,195 Shares 2,037 Est. Cost $459.50 Unrealized
CVX CHEVRON CORP NEW 0.6%
Value ($000) $1,167 Shares 7,924 Est. Cost $102.57 Unrealized +36.5%
NVO NOVO-NORDISK A S 0.6%
Value ($000) $1,134 Shares 9,524 Est. Cost $103.57 Unrealized
VYM VANGUARD WHITEHALL FDS 0.6%
Value ($000) $1,124 Shares 8,766 Est. Cost $112.38 Unrealized
LVS LAS VEGAS SANDS CORP 0.6%
Value ($000) $1,117 Shares 22,189 Est. Cost $40.83 Unrealized -2.3%
SPG SIMON PPTY GROUP INC NEW 0.5%
Value ($000) $1,076 Shares 6,368 Est. Cost $112.50 Unrealized +31.2%
ITB ISHARES TR 0.5%
Value ($000) $1,060 Shares 8,342 Est. Cost $81.42 Unrealized
WFC WELLS FARGO CO NEW 0.5%
Value ($000) $1,055 Shares 18,680 Est. Cost $43.51 Unrealized +26.1%
MRK MERCK & CO INC 0.5%
Value ($000) $1,011 Shares 8,904 Est. Cost $77.18 Unrealized +46.4%
BABA ALIBABA GROUP HLDG LTD 0.5%
Value ($000) $991 Shares 9,338 Est. Cost $99.83 Unrealized
IHI ISHARES TR 0.5%
Value ($000) $989 Shares 16,707 Est. Cost $64.44 Unrealized
VOO VANGUARD INDEX FDS 0.5%
Value ($000) $980 Shares 1,857 Est. Cost $433.32 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $977 Shares 5,744 Est. Cost $152.07 Unrealized +7.1%
VHT VANGUARD WORLD FD 0.5%
Value ($000) $969 Shares 3,433 Est. Cost $265.08 Unrealized
MS MORGAN STANLEY 0.5%
Value ($000) $949 Shares 9,104 Est. Cost $84.57 Unrealized +14.6%
CAT CATERPILLAR INC 0.5%
Value ($000) $928 Shares 2,373 Est. Cost $231.26 Unrealized +46.5%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $928 Shares 5,357 Est. Cost $138.03 Unrealized +19.0%
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $926 Shares 11,045 Est. Cost $60.22 Unrealized +21.3%
SHW SHERWIN WILLIAMS CO 0.5%
Value ($000) $920 Shares 2,410 Est. Cost $311.25 Unrealized +10.8%
JPM JPMORGAN CHASE & CO. 0.5%
Value ($000) $917 Shares 4,349 Est. Cost $143.09 Unrealized +43.2%
TGT TARGET CORP 0.5%
Value ($000) $906 Shares 5,810 Est. Cost $167.50 Unrealized -15.8%
O REALTY INCOME CORP 0.4%
Value ($000) $897 Shares 14,151 Est. Cost $52.91 Unrealized +3.9%
AFL AFLAC INC 0.4%
Value ($000) $859 Shares 7,682 Est. Cost $50.98 Unrealized +93.7%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $857 Shares 3,874 Est. Cost $116.78 Unrealized +61.8%
WMT WALMART INC 0.4%
Value ($000) $852 Shares 10,547 Est. Cost $52.16 Unrealized +39.0%
IYT ISHARES TR 0.4%
Value ($000) $846 Shares 12,282 Est. Cost $122.87 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $832 Shares 18,518 Est. Cost $37.55 Unrealized +2.2%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $816 Shares 1,395 Est. Cost $356.54 Unrealized +44.8%
SPYM SPDR SER TR 0.4%
Value ($000) $813 Shares 12,040 Est. Cost $56.99 Unrealized
SPMD SPDR SER TR 0.4%
Value ($000) $807 Shares 14,762 Est. Cost $48.01 Unrealized
MMM 3M CO 0.4%
Value ($000) $802 Shares 5,868 Est. Cost $78.04 Unrealized +52.7%
KMB KIMBERLY-CLARK CORP 0.4%
Value ($000) $801 Shares 5,628 Est. Cost $116.15 Unrealized +15.5%
INTC INTEL CORP 0.4%
Value ($000) $794 Shares 33,854 Est. Cost $40.77 Unrealized -38.9%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $790 Shares 4,875 Est. Cost $145.97 Unrealized +4.6%
ALLY ALLY FINL INC 0.4%
Value ($000) $789 Shares 22,155 Est. Cost $35.10 Unrealized +8.3%
DEO DIAGEO PLC 0.4%
Value ($000) $776 Shares 5,528 Est. Cost $194.83 Unrealized
PSX PHILLIPS 66 0.4%
Value ($000) $773 Shares 5,884 Est. Cost $69.71 Unrealized +84.2%
CLX CLOROX CO DEL 0.4%
Value ($000) $765 Shares 4,698 Est. Cost $140.98 Unrealized +0.2%
AMT AMERICAN TOWER CORP NEW 0.4%
Value ($000) $762 Shares 3,278 Est. Cost $213.48 Unrealized -1.3%
PSA PUBLIC STORAGE OPER CO 0.4%
Value ($000) $741 Shares 2,036 Est. Cost $252.59 Unrealized +21.4%
HON HONEYWELL INTL INC 0.4%
Value ($000) $725 Shares 3,506 Est. Cost $184.51 Unrealized +2.1%
SYM SYMBOTIC INC 0.3%
Value ($000) $700 Shares 28,691 Est. Cost $38.18 Unrealized -28.9%
SUPN SUPERNUS PHARMACEUTICALS INC 0.3%
Value ($000) $700 Shares 22,443 Est. Cost $30.39 Unrealized +2.7%
PFE PFIZER INC 0.3%
Value ($000) $692 Shares 23,916 Est. Cost $36.91 Unrealized -27.7%
PHO INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $686 Shares 9,727 Est. Cost $60.21 Unrealized
GXO GXO LOGISTICS INCORPORATED 0.3%
Value ($000) $685 Shares 13,155 Est. Cost $63.18 Unrealized -19.8%
WELL WELLTOWER INC 0.3%
Value ($000) $684 Shares 5,344 Est. Cost $75.12 Unrealized +51.5%
IGM ISHARES TR 0.3%
Value ($000) $656 Shares 6,835 Est. Cost $160.35 Unrealized
DOW DOW INC 0.3%
Value ($000) $653 Shares 11,951 Est. Cost $45.02 Unrealized +6.4%
PODD INSULET CORP 0.3%
Value ($000) $650 Shares 2,792 Est. Cost $287.36 Unrealized -28.5%
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $638 Shares 7,163 Est. Cost $28.62 Unrealized +15.2%
SPSM SPDR SER TR 0.3%
Value ($000) $635 Shares 13,946 Est. Cost $42.56 Unrealized
C CITIGROUP INC 0.3%
Value ($000) $631 Shares 10,078 Est. Cost $46.13 Unrealized +28.8%
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $629 Shares 5,458 Est. Cost $86.41 Unrealized +22.6%
QQQE DIREXION SHS ETF TR 0.3%
Value ($000) $624 Shares 6,914 Est. Cost $81.29 Unrealized
FISV FISERV INC 0.3%
Value ($000) $614 Shares 3,420 Est. Cost $102.82 Unrealized +60.4%
GE GE AEROSPACE 0.3%
Value ($000) $601 Shares 3,186 Est. Cost $77.60 Unrealized +116.4%
TNA DIREXION SHS ETF TR 0.3%
Value ($000) $586 Shares 13,209 Est. Cost $53.99 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $580 Shares 11,216 Est. Cost $49.13 Unrealized -11.2%
QQQM INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $578 Shares 2,878 Est. Cost $181.71 Unrealized
IVZ INVESCO LTD 0.3%
Value ($000) $563 Shares 32,072 Est. Cost $15.93 Unrealized -3.1%
IAK ISHARES TR 0.3%
Value ($000) $553 Shares 4,285 Est. Cost $85.57 Unrealized
KWEB KRANESHARES TRUST 0.3%
Value ($000) $550 Shares 16,165 Est. Cost $34.44 Unrealized
ALB ALBEMARLE CORP 0.3%
Value ($000) $549 Shares 5,799 Est. Cost $141.90 Unrealized -39.2%
STZ CONSTELLATION BRANDS INC 0.3%
Value ($000) $545 Shares 2,115 Est. Cost $217.49 Unrealized +10.5%
KBH KB HOME 0.3%
Value ($000) $545 Shares 6,357 Est. Cost $38.72 Unrealized +102.4%
SBUX STARBUCKS CORP 0.3%
Value ($000) $542 Shares 5,557 Est. Cost $100.69 Unrealized -17.7%
FOUR SHIFT4 PMTS INC 0.3%
Value ($000) $532 Shares 6,010 Est. Cost $67.82 Unrealized +11.7%
NEM NEWMONT CORP 0.3%
Value ($000) $528 Shares 9,887 Est. Cost $40.70 Unrealized +18.9%
PAAS PAN AMERN SILVER CORP 0.3%
Value ($000) $518 Shares 24,839 Est. Cost $19.94 Unrealized +5.7%
IJS ISHARES TR 0.3%
Value ($000) $512 Shares 4,753 Est. Cost $104.21 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $511 Shares 2,851 Est. Cost $163.92 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $510 Shares 1,107 Est. Cost $317.39 Unrealized +39.3%
CCI CROWN CASTLE INC 0.3%
Value ($000) $503 Shares 4,237 Est. Cost $123.98 Unrealized -17.7%
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $499 Shares 6,177 Est. Cost $70.64 Unrealized
XLRE SELECT SECTOR SPDR TR 0.2%
Value ($000) $496 Shares 11,100 Est. Cost $39.84 Unrealized
TXN TEXAS INSTRS INC 0.2%
Value ($000) $486 Shares 2,353 Est. Cost $152.26 Unrealized +26.7%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $479 Shares 4,613 Est. Cost $70.91 Unrealized +39.5%
AWK AMERICAN WTR WKS CO INC NEW 0.2%
Value ($000) $470 Shares 3,211 Est. Cost $158.41 Unrealized -13.4%
CG CARLYLE GROUP INC 0.2%
Value ($000) $469 Shares 10,900 Est. Cost $37.55 Unrealized +6.9%
REGL PROSHARES TR 0.2%
Value ($000) $456 Shares 5,570 Est. Cost $73.63 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $455 Shares 6,331 Est. Cost $49.95 Unrealized +31.4%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $454 Shares 920 Est. Cost $367.94 Unrealized +25.5%
VV VANGUARD INDEX FDS 0.2%
Value ($000) $454 Shares 1,722 Est. Cost $218.36 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $447 Shares 722 Est. Cost $555.43 Unrealized +6.1%
SKYY FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $446 Shares 4,356 Est. Cost $76.61 Unrealized
SNOW SNOWFLAKE INC 0.2%
Value ($000) $445 Shares 3,875 Est. Cost $172.68 Unrealized -28.8%
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $427 Shares 3,919 Est. Cost $113.29 Unrealized -9.8%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $417 Shares 1,379 Est. Cost $190.31 Unrealized +50.5%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $417 Shares 4,018 Est. Cost $75.42 Unrealized +37.9%
TECL DIREXION SHS ETF TR 0.2%
Value ($000) $414 Shares 4,734 Est. Cost $37.18 Unrealized
MKTX MARKETAXESS HLDGS INC 0.2%
Value ($000) $404 Shares 1,576 Est. Cost $248.25 Unrealized -7.9%
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $403 Shares 707 Est. Cost $507.27 Unrealized
IIPR INNOVATIVE INDL PPTYS INC 0.2%
Value ($000) $400 Shares 2,974 Est. Cost $100.87 Unrealized
YORW YORK WTR CO 0.2%
Value ($000) $396 Shares 10,562 Est. Cost $40.37 Unrealized -7.7%
CSCO CISCO SYS INC 0.2%
Value ($000) $395 Shares 7,413 Est. Cost $50.15 Unrealized -6.7%
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $393 Shares 2,443 Est. Cost $119.08 Unrealized +27.4%
WEX WEX INC 0.2%
Value ($000) $387 Shares 1,845 Est. Cost $180.83 Unrealized +3.1%
CEG CONSTELLATION ENERGY CORP 0.2%
Value ($000) $386 Shares 1,486 Est. Cost $140.32 Unrealized +40.5%
BJ BJS WHSL CLUB HLDGS INC 0.2%
Value ($000) $385 Shares 4,664 Est. Cost $70.87 Unrealized +19.4%
PBR PETROLEO BRASILEIRO SA PETRO 0.2%
Value ($000) $380 Shares 26,383 Est. Cost $12.68 Unrealized
SPYV SPDR SER TR 0.2%
Value ($000) $379 Shares 7,162 Est. Cost $40.90 Unrealized
GIS GENERAL MLS INC 0.2%
Value ($000) $369 Shares 4,997 Est. Cost $56.09 Unrealized +17.0%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $367 Shares 4,706 Est. Cost $57.67 Unrealized +15.7%
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $364 Shares 3,005 Est. Cost $89.63 Unrealized +23.4%
ZTS ZOETIS INC 0.2%
Value ($000) $360 Shares 1,840 Est. Cost $185.40 Unrealized -2.2%
APTIV PLC 0.2%
Value ($000) $352 Shares 4,885 Est. Cost $72.01 Unrealized
DE DEERE & CO 0.2%
Value ($000) $346 Shares 830 Est. Cost $374.01 Unrealized -1.3%
KRE SPDR SER TR 0.2%
Value ($000) $345 Shares 6,093 Est. Cost $62.38 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $341 Shares 3,545 Est. Cost $136.78 Unrealized -33.8%
TJX TJX COS INC NEW 0.2%
Value ($000) $339 Shares 2,883 Est. Cost $68.15 Unrealized +65.4%
NAIL DBX ETF TR 0.2%
Value ($000) $338 Shares 2,000 Est. Cost $169.02 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $333 Shares 1,505 Est. Cost $200.86 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $332 Shares 1,029 Est. Cost $196.92 Unrealized +59.0%
MSI MOTOROLA SOLUTIONS INC 0.2%
Value ($000) $329 Shares 731 Est. Cost $242.56 Unrealized +69.3%
NDAQ NASDAQ INC 0.2%
Value ($000) $328 Shares 4,494 Est. Cost $56.71 Unrealized +18.2%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $328 Shares 2,403 Est. Cost $153.20 Unrealized -21.3%
IJJ ISHARES TR 0.2%
Value ($000) $318 Shares 2,570 Est. Cost $110.45 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $309 Shares 731 Est. Cost $380.64 Unrealized
VIS VANGUARD WORLD FD 0.2%
Value ($000) $307 Shares 1,180 Est. Cost $203.23 Unrealized
FAS DIREXION SHS ETF TR 0.2%
Value ($000) $306 Shares 2,359 Est. Cost $82.65 Unrealized
VFH VANGUARD WORLD FD 0.2%
Value ($000) $302 Shares 2,745 Est. Cost $96.15 Unrealized
SOXL DIREXION SHS ETF TR 0.1%
Value ($000) $299 Shares 8,150 Est. Cost $45.08 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.1%
Value ($000) $298 Shares 16,535 Est. Cost $8.08 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $298 Shares 4,595 Est. Cost $64.56 Unrealized 0.0%
RYLD GLOBAL X FDS 0.1%
Value ($000) $295 Shares 18,242 Est. Cost $16.66 Unrealized
HUM HUMANA INC 0.1%
Value ($000) $293 Shares 923 Est. Cost $414.99 Unrealized -15.9%
SYK STRYKER CORPORATION 0.1%
Value ($000) $291 Shares 804 Est. Cost $219.76 Unrealized +54.9%
VPU VANGUARD WORLD FD 0.1%
Value ($000) $290 Shares 1,667 Est. Cost $155.96 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $287 Shares 6,259 Est. Cost $48.44 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $285 Shares 2,736 Est. Cost $84.71 Unrealized +11.5%
WPC WP CAREY INC 0.1%
Value ($000) $284 Shares 4,556 Est. Cost $75.71 Unrealized
RITM RITHM CAPITAL CORP 0.1%
Value ($000) $281 Shares 24,753 Est. Cost $10.26 Unrealized
SBIO ALPS ETF TR 0.1%
Value ($000) $280 Shares 7,504 Est. Cost $33.02 Unrealized
QQQJ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $280 Shares 9,222 Est. Cost $33.44 Unrealized
ABRDN GLOBAL INFRA INCOME FU 0.1%
Value ($000) $272 Shares 13,478 Est. Cost $20.21 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $271 Shares 463 Est. Cost $460.98 Unrealized +18.9%
MAA MID-AMER APT CMNTYS INC 0.1%
Value ($000) $268 Shares 1,687 Est. Cost $170.65 Unrealized -15.2%
IBB ISHARES TR 0.1%
Value ($000) $267 Shares 1,831 Est. Cost $152.29 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $266 Shares 3,206 Est. Cost $76.85 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $260 Shares 4,132 Est. Cost $61.22 Unrealized
GBTC GRAYSCALE BITCOIN TR BTC 0.1%
Value ($000) $260 Shares 8,857 Est. Cost $47.25 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $257 Shares 2,850 Est. Cost $71.83 Unrealized +12.5%
MDYG SPDR SER TR 0.1%
Value ($000) $254 Shares 2,899 Est. Cost $81.15 Unrealized
GNRC GENERAC HLDGS INC 0.1%
Value ($000) $252 Shares 1,585 Est. Cost $110.50 Unrealized +34.3%
ELF E L F BEAUTY INC 0.1%
Value ($000) $251 Shares 2,303 Est. Cost $67.41 Unrealized +132.7%
T AT&T INC 0.1%
Value ($000) $243 Shares 11,051 Est. Cost $14.84 Unrealized +26.5%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $243 Shares 1,007 Est. Cost $230.34 Unrealized -1.2%
ICLN ISHARES TR 0.1%
Value ($000) $242 Shares 16,467 Est. Cost $20.17 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $240 Shares 2,505 Est. Cost $76.99 Unrealized +10.6%
AAT AMERICAN ASSETS TR INC 0.1%
Value ($000) $234 Shares 8,770 Est. Cost $26.72 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $231 Shares 4,827 Est. Cost $49.44 Unrealized
GTEK GOLDMAN SACHS ETF TR 0.1%
Value ($000) $231 Shares 7,588 Est. Cost $27.87 Unrealized
VCR VANGUARD WORLD FD 0.1%
Value ($000) $230 Shares 674 Est. Cost $304.63 Unrealized
EWZ ISHARES INC 0.1%
Value ($000) $229 Shares 7,771 Est. Cost $33.98 Unrealized
WHR WHIRLPOOL CORP 0.1%
Value ($000) $227 Shares 2,122 Est. Cost $110.85 Unrealized -9.3%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $226 Shares 832 Est. Cost $245.13 Unrealized 0.0%
WYNN WYNN RESORTS LTD 0.1%
Value ($000) $224 Shares 2,335 Est. Cost $79.27 Unrealized 0.0%
FDX FEDEX CORP 0.1%
Value ($000) $221 Shares 808 Est. Cost $216.04 Unrealized +30.2%
SPYD SPDR SER TR 0.1%
Value ($000) $221 Shares 4,836 Est. Cost $45.66 Unrealized
BHP BHP GROUP LTD 0.1%
Value ($000) $220 Shares 3,542 Est. Cost $62.11 Unrealized
CPNG COUPANG INC 0.1%
Value ($000) $217 Shares 8,839 Est. Cost $22.24 Unrealized 0.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $217 Shares 4,250 Est. Cost $45.53 Unrealized 0.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $217 Shares 2,059 Est. Cost $67.60 Unrealized +55.4%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $216 Shares 1,391 Est. Cost $145.81 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $215 Shares 2,414 Est. Cost $76.36 Unrealized 0.0%
ELME ELME COMMUNITIES 0.1%
Value ($000) $213 Shares 12,127 Est. Cost $25.19 Unrealized
UNILEVER PLC 0.1%
Value ($000) $212 Shares 3,260 Est. Cost $64.97 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG COR 0.1%
Value ($000) $211 Shares 1,296 Est. Cost $144.22 Unrealized +2.6%
LIT GLOBAL X FDS 0.1%
Value ($000) $211 Shares 4,842 Est. Cost $43.59 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value ($000) $211 Shares 2,244 Est. Cost $81.35 Unrealized +2.9%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $211 Shares 2,489 Est. Cost $123.88 Unrealized -14.4%
BP BP PLC 0.1%
Value ($000) $209 Shares 6,664 Est. Cost $34.74 Unrealized
MBLY MOBILEYE GLOBAL INC 0.1%
Value ($000) $207 Shares 15,081 Est. Cost $17.53 Unrealized 0.0%
IGV ISHARES TR 0.1%
Value ($000) $203 Shares 2,275 Est. Cost $89.37 Unrealized
URI UNITED RENTALS INC 0.1%
Value ($000) $202 Shares 250 Est. Cost $710.77 Unrealized 0.0%
EXC EXELON CORP 0.1%
Value ($000) $201 Shares 4,949 Est. Cost $35.76 Unrealized 0.0%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $200 Shares 1,099 Est. Cost $180.93 Unrealized
ASAN ASANA INC 0.1%
Value ($000) $181 Shares 15,582 Est. Cost $16.52 Unrealized -20.2%
CENTRAIS ELETRICAS BRASILEIR 0.0%
Value ($000) $84 Shares 11,578 Est. Cost $7.31 Unrealized
HIMX HIMAX TECHNOLOGIES INC 0.0%
Value ($000) $62 Shares 11,307 Est. Cost $12.50 Unrealized
LIVEPERSON INC 0.0%
Value ($000) $58 Shares 45,272 Est. Cost $3.18 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $55 Shares 12,482 Est. Cost $4.05 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $52 Shares 16,530 Est. Cost $2.60 Unrealized
RCAT RED CAT HLDGS INC 0.0%
Value ($000) $43 Shares 16,956 Est. Cost $2.49 Unrealized -4.5%
QIPT QUIPT HOME MEDICAL CORP 0.0%
Value ($000) $29 Shares 10,000 Est. Cost $4.79 Unrealized -35.6%