Prosperity Wealth Management, Inc. Quant / Systematic

Location: San Ramon, CA

CIK: 0001991463 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 14, 2024

Total Value ($000): $250,148 (100.0% shares, 0.0% debt)

Holdings (192)

QLD PROSHARES TR 15.5%
Value ($000) $38,667 Shares 383,979 Est. Cost $100.70 Unrealized
SSO PROSHARES TR 6.3%
Value ($000) $15,800 Shares 175,220 Est. Cost $90.17 Unrealized
VOO VANGUARD INDEX FDS 6.1%
Value ($000) $15,265 Shares 28,929 Est. Cost $460.80 Unrealized
SCHX SCHWAB STRATEGIC TR 5.9%
Value ($000) $14,773 Shares 217,723 Est. Cost $50.50 Unrealized
QQQ INVESCO QQQ TR 5.0%
Value ($000) $12,384 Shares 25,374 Est. Cost $433.11 Unrealized
SCHG SCHWAB STRATEGIC TR 4.6%
Value ($000) $11,625 Shares 111,583 Est. Cost $69.13 Unrealized
MSFT MICROSOFT CORP 3.5%
Value ($000) $8,801 Shares 20,453 Est. Cost $259.84 Unrealized +62.8%
NVDA NVIDIA CORPORATION 2.6%
Value ($000) $6,464 Shares 53,224 Est. Cost $100.33 Unrealized +17.7%
AAPL APPLE INC 2.5%
Value ($000) $6,129 Shares 26,304 Est. Cost $145.08 Unrealized +53.0%
IUS INVESCO EXCH TRD SLF IDX FD 2.0%
Value ($000) $4,936 Shares 98,122 Est. Cost $40.05 Unrealized
AMZN AMAZON COM INC 1.6%
Value ($000) $3,959 Shares 21,248 Est. Cost $124.50 Unrealized +46.6%
MGK VANGUARD WORLD FD 1.1%
Value ($000) $2,762 Shares 8,579 Est. Cost $281.86 Unrealized
VONG VANGUARD SCOTTSDALE FDS 1.1%
Value ($000) $2,737 Shares 28,358 Est. Cost $86.26 Unrealized
PG PROCTER AND GAMBLE CO 1.0%
Value ($000) $2,555 Shares 14,750 Est. Cost $140.72 Unrealized +16.7%
XLK SELECT SECTOR SPDR TR 0.9%
Value ($000) $2,363 Shares 10,468 Est. Cost $167.25 Unrealized
ARISTA NETWORKS INC 0.8%
Value ($000) $2,091 Shares 5,449 Est. Cost $276.01 Unrealized
DKNG DRAFTKINGS INC NEW 0.8%
Value ($000) $2,080 Shares 53,062 Est. Cost $40.49 Unrealized -10.8%
IJH ISHARES TR 0.8%
Value ($000) $2,024 Shares 32,472 Est. Cost $66.89 Unrealized
TRGP TARGA RES CORP 0.8%
Value ($000) $1,889 Shares 12,765 Est. Cost $90.62 Unrealized +51.0%
META META PLATFORMS INC 0.7%
Value ($000) $1,819 Shares 3,177 Est. Cost $419.13 Unrealized +22.2%
JEPI J P MORGAN EXCHANGE TRADED F 0.7%
Value ($000) $1,808 Shares 30,389 Est. Cost $54.71 Unrealized
LLY ELI LILLY & CO 0.7%
Value ($000) $1,761 Shares 1,988 Est. Cost $739.98 Unrealized +20.3%
OEF ISHARES TR 0.7%
Value ($000) $1,752 Shares 6,330 Est. Cost $264.30 Unrealized
WYNN WYNN RESORTS LTD 0.7%
Value ($000) $1,749 Shares 18,240 Est. Cost $71.13 Unrealized +11.4%
SMH VANECK ETF TRUST 0.7%
Value ($000) $1,676 Shares 6,827 Est. Cost $242.74 Unrealized
NUVEEN S&P 500 BUY-WRITE INC 0.7%
Value ($000) $1,631 Shares 118,865 Est. Cost $12.70 Unrealized
SHOP SHOPIFY INC 0.6%
Value ($000) $1,513 Shares 18,880 Est. Cost $46.64 Unrealized +48.1%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,466 Shares 12,506 Est. Cost $97.59 Unrealized +12.7%
SGOV ISHARES TR 0.6%
Value ($000) $1,439 Shares 14,288 Est. Cost $100.15 Unrealized
GOOGL ALPHABET INC 0.6%
Value ($000) $1,389 Shares 8,373 Est. Cost $127.89 Unrealized +30.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,329 Shares 2,888 Est. Cost $420.78 Unrealized +5.1%
UBER UBER TECHNOLOGIES INC 0.5%
Value ($000) $1,258 Shares 16,738 Est. Cost $56.59 Unrealized +24.4%
SSUS STRATEGY SHS 0.5%
Value ($000) $1,258 Shares 30,247 Est. Cost $34.12 Unrealized
PANW PALO ALTO NETWORKS INC 0.5%
Value ($000) $1,152 Shares 3,371 Est. Cost $165.24 Unrealized +1.9%
PYLD PIMCO ETF TR 0.5%
Value ($000) $1,126 Shares 42,262 Est. Cost $25.96 Unrealized
REAVES UTIL INCOME FD 0.4%
Value ($000) $1,096 Shares 33,400 Est. Cost $32.81 Unrealized
SCHQ SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,092 Shares 31,215 Est. Cost $34.99 Unrealized
PIMCO CORPORATE & INCOME OPP 0.4%
Value ($000) $1,083 Shares 75,265 Est. Cost $14.16 Unrealized
SPTS SPDR SER TR 0.4%
Value ($000) $1,077 Shares 36,630 Est. Cost $28.95 Unrealized
IVV ISHARES TR 0.4%
Value ($000) $1,077 Shares 1,866 Est. Cost $424.30 Unrealized
SOXS DIREXION SHS ETF TR 0.4%
Value ($000) $1,054 Shares 52,026 Est. Cost $22.51 Unrealized
HYG ISHARES TR 0.4%
Value ($000) $1,031 Shares 12,834 Est. Cost $77.47 Unrealized
PAYC PAYCOM SOFTWARE INC 0.4%
Value ($000) $1,011 Shares 6,070 Est. Cost $158.40 Unrealized 0.0%
CYBERARK SOFTWARE LTD 0.4%
Value ($000) $1,003 Shares 3,440 Est. Cost $291.61 Unrealized
AGGH SIMPLIFY EXCHANGE TRADED FUN 0.4%
Value ($000) $907 Shares 41,791 Est. Cost $21.63 Unrealized
IWF ISHARES TR 0.4%
Value ($000) $905 Shares 2,412 Est. Cost $352.92 Unrealized
NVO NOVO-NORDISK A S 0.4%
Value ($000) $905 Shares 7,602 Est. Cost $128.21 Unrealized
OSCR OSCAR HEALTH INC 0.3%
Value ($000) $872 Shares 41,105 Est. Cost $14.10 Unrealized +27.7%
VRT VERTIV HOLDINGS CO 0.3%
Value ($000) $846 Shares 8,505 Est. Cost $75.83 Unrealized +9.1%
ORLY OREILLY AUTOMOTIVE INC 0.3%
Value ($000) $802 Shares 696 Est. Cost $61.87 Unrealized +18.7%
EMR EMERSON ELEC CO 0.3%
Value ($000) $801 Shares 7,328 Est. Cost $96.80 Unrealized +8.5%
GLD SPDR GOLD TR 0.3%
Value ($000) $777 Shares 3,197 Est. Cost $190.65 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $775 Shares 4,722 Est. Cost $152.48 Unrealized -0.4%
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $769 Shares 1,565 Est. Cost $408.39 Unrealized +14.0%
MESO MESOBLAST LTD 0.3%
Value ($000) $747 Shares 91,450 Est. Cost $5.31 Unrealized
PROSHARES TR 0.3%
Value ($000) $732 Shares 77,065 Est. Cost $9.50 Unrealized
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $713 Shares 3,380 Est. Cost $130.57 Unrealized +57.0%
NOBL PROSHARES TR 0.3%
Value ($000) $712 Shares 6,671 Est. Cost $90.15 Unrealized
TMF DIREXION SHS ETF TR 0.3%
Value ($000) $703 Shares 12,171 Est. Cost $57.76 Unrealized
DASH DOORDASH INC 0.3%
Value ($000) $693 Shares 4,855 Est. Cost $119.56 Unrealized +1.4%
DIREXION SHS ETF TR 0.3%
Value ($000) $688 Shares 86,994 Est. Cost $7.91 Unrealized
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $679 Shares 3,676 Est. Cost $141.78 Unrealized +18.1%
ASML ASML HOLDING N V 0.3%
Value ($000) $679 Shares 815 Est. Cost $976.88 Unrealized
BUFQ FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $667 Shares 21,990 Est. Cost $27.99 Unrealized
BITO PROSHARES TR 0.3%
Value ($000) $666 Shares 34,705 Est. Cost $32.30 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.3%
Value ($000) $664 Shares 1,427 Est. Cost $440.05 Unrealized +9.2%
AXON AXON ENTERPRISE INC 0.3%
Value ($000) $656 Shares 1,641 Est. Cost $308.16 Unrealized +11.9%
IWB ISHARES TR 0.3%
Value ($000) $653 Shares 2,077 Est. Cost $297.60 Unrealized
BBMC J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $650 Shares 6,880 Est. Cost $91.30 Unrealized
ARM ARM HOLDINGS PLC 0.3%
Value ($000) $646 Shares 4,520 Est. Cost $96.67 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $639 Shares 2,441 Est. Cost $189.05 Unrealized +20.6%
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value ($000) $633 Shares 17,018 Est. Cost $10.77 Unrealized +184.9%
CEG CONSTELLATION ENERGY CORP 0.2%
Value ($000) $625 Shares 2,403 Est. Cost $141.96 Unrealized +38.9%
BIL SPDR SER TR 0.2%
Value ($000) $605 Shares 6,588 Est. Cost $91.75 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $604 Shares 8,424 Est. Cost $63.83 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $603 Shares 850 Est. Cost $56.38 Unrealized +18.6%
TFC TRUIST FINL CORP 0.2%
Value ($000) $600 Shares 14,024 Est. Cost $37.08 Unrealized +6.7%
PAVE GLOBAL X FDS 0.2%
Value ($000) $558 Shares 13,558 Est. Cost $32.78 Unrealized
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $557 Shares 6,587 Est. Cost $75.26 Unrealized
ZROZ PIMCO ETF TR 0.2%
Value ($000) $516 Shares 6,258 Est. Cost $82.42 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $507 Shares 1,791 Est. Cost $191.19 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $486 Shares 6,231 Est. Cost $66.73 Unrealized 0.0%
RTX RTX CORPORATION 0.2%
Value ($000) $468 Shares 3,866 Est. Cost $85.94 Unrealized +29.2%
AMPLIFY ETF TR 0.2%
Value ($000) $465 Shares 140,629 Est. Cost $3.31 Unrealized
ES EVERSOURCE ENERGY 0.2%
Value ($000) $463 Shares 6,803 Est. Cost $68.80 Unrealized -12.3%
PIMCO DYNAMIC INCOME FD 0.2%
Value ($000) $461 Shares 22,762 Est. Cost $19.53 Unrealized
FOUR SHIFT4 PMTS INC 0.2%
Value ($000) $461 Shares 5,205 Est. Cost $75.78 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $457 Shares 797 Est. Cost $396.12 Unrealized
ARKW ARK ETF TR 0.2%
Value ($000) $456 Shares 5,354 Est. Cost $85.13 Unrealized
TQQQ PROSHARES TR 0.2%
Value ($000) $455 Shares 6,281 Est. Cost $26.87 Unrealized
DOCU DOCUSIGN INC 0.2%
Value ($000) $453 Shares 7,290 Est. Cost $49.45 Unrealized +13.3%
AUGT AIM ETF PRODUCTS TRUST 0.2%
Value ($000) $450 Shares 14,765 Est. Cost $24.62 Unrealized
WMT WALMART INC 0.2%
Value ($000) $449 Shares 5,563 Est. Cost $53.49 Unrealized +35.5%
DIS DISNEY WALT CO 0.2%
Value ($000) $448 Shares 4,662 Est. Cost $93.72 Unrealized -3.4%
BUFR FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $443 Shares 14,815 Est. Cost $29.89 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $438 Shares 2,520 Est. Cost $142.26 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $437 Shares 1,138 Est. Cost $305.45 Unrealized
NTR NUTRIEN LTD 0.2%
Value ($000) $433 Shares 9,011 Est. Cost $46.15 Unrealized 0.0%
DECK DECKERS OUTDOOR CORP 0.2%
Value ($000) $431 Shares 2,702 Est. Cost $148.54 Unrealized +2.7%
USAI PACER FDS TR 0.2%
Value ($000) $424 Shares 12,120 Est. Cost $35.01 Unrealized
ELF E L F BEAUTY INC 0.2%
Value ($000) $421 Shares 3,860 Est. Cost $177.65 Unrealized -11.7%
AVGO BROADCOM INC 0.2%
Value ($000) $413 Shares 2,397 Est. Cost $158.01 Unrealized 0.0%
PFF ISHARES TR 0.2%
Value ($000) $412 Shares 12,406 Est. Cost $31.55 Unrealized
MDB MONGODB INC 0.2%
Value ($000) $404 Shares 1,495 Est. Cost $381.51 Unrealized -31.9%
DOCS DOXIMITY INC 0.2%
Value ($000) $403 Shares 9,250 Est. Cost $28.45 Unrealized +17.2%
FNDX SCHWAB STRATEGIC TR 0.2%
Value ($000) $401 Shares 5,583 Est. Cost $71.76 Unrealized
SFM SPROUTS FMRS MKT INC 0.2%
Value ($000) $393 Shares 3,555 Est. Cost $95.38 Unrealized 0.0%
TTD THE TRADE DESK INC 0.2%
Value ($000) $386 Shares 3,520 Est. Cost $76.90 Unrealized +29.7%
SIGA SIGA TECHNOLOGIES INC 0.2%
Value ($000) $381 Shares 56,480 Est. Cost $7.91 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $378 Shares 1,711 Est. Cost $126.56 Unrealized +49.3%
SDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $374 Shares 10,267 Est. Cost $34.64 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $372 Shares 6,836 Est. Cost $54.48 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $370 Shares 970 Est. Cost $344.92 Unrealized 0.0%
PROSHARES TR 0.1%
Value ($000) $366 Shares 28,033 Est. Cost $13.07 Unrealized
U UNITY SOFTWARE INC 0.1%
Value ($000) $363 Shares 16,035 Est. Cost $17.27 Unrealized 0.0%
VLTO VERALTO CORP 0.1%
Value ($000) $361 Shares 3,228 Est. Cost $105.00 Unrealized 0.0%
FSIG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $357 Shares 18,610 Est. Cost $18.92 Unrealized
JPIB J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $352 Shares 7,239 Est. Cost $47.83 Unrealized
IHG INTERCONTINENTAL HOTELS GROU 0.1%
Value ($000) $348 Shares 3,150 Est. Cost $107.30 Unrealized
FSLY FASTLY INC 0.1%
Value ($000) $348 Shares 45,950 Est. Cost $6.94 Unrealized 0.0%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $343 Shares 1,917 Est. Cost $146.31 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $339 Shares 165 Est. Cost $1882.53 Unrealized 0.0%
TZA DIREXION SHS ETF TR 0.1%
Value ($000) $333 Shares 24,703 Est. Cost $16.79 Unrealized
CELH CELSIUS HLDGS INC 0.1%
Value ($000) $328 Shares 10,457 Est. Cost $69.59 Unrealized -39.7%
KNSL KINSALE CAP GROUP INC 0.1%
Value ($000) $319 Shares 685 Est. Cost $404.98 Unrealized +8.9%
VEEV VEEVA SYS INC 0.1%
Value ($000) $318 Shares 1,515 Est. Cost $197.66 Unrealized 0.0%
COHEN & STEERS INFRASTRUCTUR 0.1%
Value ($000) $312 Shares 11,997 Est. Cost $23.30 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $307 Shares 6,100 Est. Cost $48.74 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $302 Shares 5,711 Est. Cost $52.81 Unrealized
SOXX ISHARES TR 0.1%
Value ($000) $297 Shares 1,290 Est. Cost $246.71 Unrealized
EIPX FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $297 Shares 12,297 Est. Cost $24.18 Unrealized
LOCO EL POLLO LOCO HLDGS INC 0.1%
Value ($000) $297 Shares 21,700 Est. Cost $12.53 Unrealized 0.0%
IWY ISHARES TR 0.1%
Value ($000) $296 Shares 1,347 Est. Cost $196.55 Unrealized
BUG GLOBAL X FDS 0.1%
Value ($000) $296 Shares 9,568 Est. Cost $21.23 Unrealized
BROS DUTCH BROS INC 0.1%
Value ($000) $293 Shares 9,150 Est. Cost $34.47 Unrealized +2.3%
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $292 Shares 5,754 Est. Cost $50.27 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $291 Shares 1,039 Est. Cost $157.97 Unrealized +79.8%
FELC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $289 Shares 9,003 Est. Cost $29.71 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $288 Shares 1,724 Est. Cost $143.27 Unrealized +17.4%
UPST UPSTART HLDGS INC 0.1%
Value ($000) $287 Shares 7,170 Est. Cost $33.26 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $283 Shares 800 Est. Cost $322.76 Unrealized 0.0%
YQQQ TIDAL TR II 0.1%
Value ($000) $268 Shares 14,353 Est. Cost $18.67 Unrealized
SDGR SCHRODINGER INC 0.1%
Value ($000) $267 Shares 14,400 Est. Cost $23.05 Unrealized -10.9%
AGZ ISHARES TR 0.1%
Value ($000) $267 Shares 2,416 Est. Cost $107.62 Unrealized
PATH UIPATH INC 0.1%
Value ($000) $266 Shares 20,755 Est. Cost $12.24 Unrealized 0.0%
GATX GATX CORP 0.1%
Value ($000) $265 Shares 2,001 Est. Cost $98.60 Unrealized +36.5%
SEIX VIRTUS ETF TR II 0.1%
Value ($000) $263 Shares 11,029 Est. Cost $23.83 Unrealized
OIH VANECK ETF TRUST 0.1%
Value ($000) $261 Shares 919 Est. Cost $281.34 Unrealized
QJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $260 Shares 9,615 Est. Cost $26.58 Unrealized
MGV VANGUARD WORLD FD 0.1%
Value ($000) $259 Shares 2,018 Est. Cost $119.99 Unrealized
SPYM SPDR SER TR 0.1%
Value ($000) $257 Shares 3,808 Est. Cost $61.53 Unrealized
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $257 Shares 8,802 Est. Cost $29.18 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $257 Shares 4,331 Est. Cost $56.42 Unrealized
SHLD GLOBAL X FDS 0.1%
Value ($000) $255 Shares 6,854 Est. Cost $33.13 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $255 Shares 4,019 Est. Cost $52.23 Unrealized +5.3%
MCO MOODYS CORP 0.1%
Value ($000) $253 Shares 533 Est. Cost $341.78 Unrealized +34.2%
SVOL SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $251 Shares 11,425 Est. Cost $21.96 Unrealized
CW CURTISS WRIGHT CORP 0.1%
Value ($000) $251 Shares 763 Est. Cost $266.24 Unrealized +10.8%
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $251 Shares 2,771 Est. Cost $85.66 Unrealized
AIQ GLOBAL X FDS 0.1%
Value ($000) $247 Shares 6,653 Est. Cost $35.63 Unrealized
HACK AMPLIFY ETF TR 0.1%
Value ($000) $247 Shares 3,611 Est. Cost $68.28 Unrealized
PINK SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $238 Shares 7,246 Est. Cost $31.40 Unrealized
XNTK SPDR SER TR 0.1%
Value ($000) $237 Shares 1,198 Est. Cost $195.18 Unrealized
SOUN SOUNDHOUND AI INC 0.1%
Value ($000) $235 Shares 50,338 Est. Cost $4.64 Unrealized +4.2%
MTUM ISHARES TR 0.1%
Value ($000) $231 Shares 1,140 Est. Cost $194.87 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $230 Shares 569 Est. Cost $352.64 Unrealized 0.0%
SPHY SPDR SER TR 0.1%
Value ($000) $226 Shares 9,401 Est. Cost $24.05 Unrealized
JMEE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $226 Shares 3,707 Est. Cost $60.96 Unrealized
FV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $226 Shares 3,870 Est. Cost $58.27 Unrealized
RMBS RAMBUS INC DEL 0.1%
Value ($000) $221 Shares 5,225 Est. Cost $48.47 Unrealized 0.0%
PXJ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $217 Shares 7,503 Est. Cost $31.96 Unrealized
OPRA OPERA LTD 0.1%
Value ($000) $216 Shares 14,000 Est. Cost $15.45 Unrealized
SRVR PACER FDS TR 0.1%
Value ($000) $215 Shares 6,700 Est. Cost $32.14 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $213 Shares 364 Est. Cost $516.36 Unrealized 0.0%
EIPI FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $212 Shares 10,940 Est. Cost $19.35 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $210 Shares 1,362 Est. Cost $154.02 Unrealized
V VISA INC 0.1%
Value ($000) $207 Shares 753 Est. Cost $219.80 Unrealized +21.8%
MGC VANGUARD WORLD FD 0.1%
Value ($000) $206 Shares 999 Est. Cost $206.64 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $205 Shares 2,853 Est. Cost $65.65 Unrealized 0.0%
SYLD CAMBRIA ETF TR 0.1%
Value ($000) $203 Shares 2,804 Est. Cost $72.38 Unrealized
CWEB DIREXION SHS ETF TR 0.1%
Value ($000) $202 Shares 4,467 Est. Cost $45.12 Unrealized
NU NU HLDGS LTD 0.1%
Value ($000) $192 Shares 14,050 Est. Cost $13.45 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC 0.1%
Value ($000) $187 Shares 23,850 Est. Cost $7.27 Unrealized 0.0%
PROSHARES TR 0.1%
Value ($000) $173 Shares 23,458 Est. Cost $27.54 Unrealized
DIREXION SHS ETF TR 0.1%
Value ($000) $169 Shares 40,697 Est. Cost $4.16 Unrealized
EVLV EVOLV TECHNOLOGIES HLDNGS IN 0.1%
Value ($000) $159 Shares 39,235 Est. Cost $3.49 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $131 Shares 800 Est. Cost $152.48 Unrealized -0.4%
SOL GEL TECHNOLOGIES 0.0%
Value ($000) $111 Shares 163,400 Est. Cost $0.68 Unrealized
MVIS MICROVISION INC DEL 0.0%
Value ($000) $89 Shares 78,149 Est. Cost $3.10 Unrealized -66.5%
UPST UPSTART HLDGS INC 0.0%
Value ($000) $48 Shares 1,200 Est. Cost $33.26 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $36 Shares 300 Est. Cost $100.33 Unrealized +17.7%
ADAPY ADAPTIMMUNE THERAPEUTICS PLC 0.0%
Value ($000) $23 Shares 24,620 Est. Cost $1.46 Unrealized