Prosperity Wealth Management, Inc. Quant / Systematic

Location: San Ramon, CA

CIK: 0001991463 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 7, 2025

Total Value ($000): $243,070 (100.0% shares, 0.0% debt)

Holdings (213)

VOO VANGUARD INDEX FDS 9.0%
Value ($000) $21,839 Shares 40,532 Est. Cost $483.13 Unrealized
QQQ INVESCO QQQ TR 8.0%
Value ($000) $19,433 Shares 38,013 Est. Cost $459.08 Unrealized
SCHX SCHWAB STRATEGIC TR 7.2%
Value ($000) $17,421 Shares 751,568 Est. Cost $31.09 Unrealized
SCHG SCHWAB STRATEGIC TR 6.0%
Value ($000) $14,660 Shares 526,005 Est. Cost $36.62 Unrealized
QLD PROSHARES TR 5.9%
Value ($000) $14,391 Shares 132,955 Est. Cost $100.70 Unrealized
MSFT MICROSOFT CORP 3.3%
Value ($000) $8,130 Shares 19,287 Est. Cost $259.84 Unrealized +62.5%
AAPL APPLE INC 2.7%
Value ($000) $6,509 Shares 25,991 Est. Cost $145.08 Unrealized +61.6%
NVDA NVIDIA CORPORATION 2.1%
Value ($000) $5,069 Shares 37,746 Est. Cost $100.33 Unrealized +37.3%
IUS INVESCO EXCH TRD SLF IDX FD 2.1%
Value ($000) $5,012 Shares 100,911 Est. Cost $40.32 Unrealized
AMZN AMAZON COM INC 2.0%
Value ($000) $4,942 Shares 22,525 Est. Cost $129.04 Unrealized +58.5%
SSO PROSHARES TR 1.8%
Value ($000) $4,398 Shares 47,538 Est. Cost $90.17 Unrealized
MGK VANGUARD WORLD FD 1.4%
Value ($000) $3,301 Shares 9,612 Est. Cost $288.47 Unrealized
VONG VANGUARD SCOTTSDALE FDS 1.3%
Value ($000) $3,160 Shares 30,595 Est. Cost $87.50 Unrealized
PG PROCTER AND GAMBLE CO 1.0%
Value ($000) $2,472 Shares 14,748 Est. Cost $140.72 Unrealized +17.8%
DKNG DRAFTKINGS INC NEW 1.0%
Value ($000) $2,311 Shares 62,114 Est. Cost $40.38 Unrealized -1.7%
IJH ISHARES TR 0.9%
Value ($000) $2,181 Shares 35,008 Est. Cost $66.56 Unrealized
ANET ARISTA NETWORKS INC 0.9%
Value ($000) $2,157 Shares 19,516 Est. Cost $102.84 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 0.8%
Value ($000) $2,055 Shares 8,837 Est. Cost $167.25 Unrealized
TRGP TARGA RES CORP 0.8%
Value ($000) $2,022 Shares 11,328 Est. Cost $90.62 Unrealized +93.3%
META META PLATFORMS INC 0.8%
Value ($000) $1,994 Shares 3,405 Est. Cost $430.22 Unrealized +35.9%
OEF ISHARES TR 0.8%
Value ($000) $1,991 Shares 6,892 Est. Cost $266.30 Unrealized
MESO MESOBLAST LTD 0.8%
Value ($000) $1,846 Shares 93,245 Est. Cost $5.59 Unrealized
NUVEEN S&P 500 BUY-WRITE INC 0.7%
Value ($000) $1,710 Shares 122,266 Est. Cost $12.74 Unrealized
LLY ELI LILLY & CO 0.7%
Value ($000) $1,639 Shares 2,123 Est. Cost $745.14 Unrealized +10.2%
GOOGL ALPHABET INC 0.7%
Value ($000) $1,605 Shares 8,480 Est. Cost $128.48 Unrealized +35.5%
WYNN WYNN RESORTS LTD 0.6%
Value ($000) $1,507 Shares 17,495 Est. Cost $71.13 Unrealized +31.3%
UBER UBER TECHNOLOGIES INC 0.6%
Value ($000) $1,431 Shares 23,719 Est. Cost $60.95 Unrealized +17.2%
SGOV ISHARES TR 0.6%
Value ($000) $1,427 Shares 14,224 Est. Cost $100.15 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,353 Shares 12,576 Est. Cost $97.59 Unrealized +15.1%
CONL GRANITESHARES ETF TR 0.5%
Value ($000) $1,314 Shares 37,225 Est. Cost $35.29 Unrealized
ASML ASML HOLDING N V 0.5%
Value ($000) $1,312 Shares 1,893 Est. Cost $815.26 Unrealized
SSUS STRATEGY SHS 0.5%
Value ($000) $1,261 Shares 29,978 Est. Cost $34.12 Unrealized
IWM ISHARES TR 0.5%
Value ($000) $1,235 Shares 5,591 Est. Cost $220.96 Unrealized
SMH VANECK ETF TRUST 0.5%
Value ($000) $1,209 Shares 4,992 Est. Cost $242.74 Unrealized
NVDL GRANITESHARES ETF TR 0.5%
Value ($000) $1,202 Shares 18,100 Est. Cost $66.39 Unrealized
IVV ISHARES TR 0.5%
Value ($000) $1,118 Shares 1,899 Est. Cost $427.16 Unrealized
SHOP SHOPIFY INC 0.5%
Value ($000) $1,104 Shares 10,380 Est. Cost $46.64 Unrealized +108.5%
OSCR OSCAR HEALTH INC 0.4%
Value ($000) $1,065 Shares 79,277 Est. Cost $15.07 Unrealized +6.9%
PIMCO CORPORATE & INCOME OPP 0.4%
Value ($000) $1,035 Shares 72,004 Est. Cost $14.16 Unrealized
JETD BANK MONTREAL MEDIUM 0.4%
Value ($000) $992 Shares 82,376 Est. Cost $12.04 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $989 Shares 17,184 Est. Cost $54.71 Unrealized
SPTS SPDR SER TR 0.4%
Value ($000) $984 Shares 33,912 Est. Cost $28.95 Unrealized
IWF ISHARES TR 0.4%
Value ($000) $969 Shares 2,412 Est. Cost $352.92 Unrealized
DIREXION SHS ETF TR 0.4%
Value ($000) $958 Shares 150,455 Est. Cost $7.26 Unrealized
HYG ISHARES TR 0.4%
Value ($000) $957 Shares 12,170 Est. Cost $77.47 Unrealized
TSLA TESLA INC 0.4%
Value ($000) $949 Shares 2,349 Est. Cost $189.05 Unrealized +70.2%
YQQQ TIDAL TR II 0.4%
Value ($000) $936 Shares 53,497 Est. Cost $17.81 Unrealized
ARKW ARK ETF TR 0.4%
Value ($000) $927 Shares 8,589 Est. Cost $93.73 Unrealized
CCL CARNIVAL CORP 0.4%
Value ($000) $907 Shares 36,396 Est. Cost $23.40 Unrealized 0.0%
PYLD PIMCO ETF TR 0.4%
Value ($000) $888 Shares 34,255 Est. Cost $25.96 Unrealized
ISRG INTUITIVE SURGICAL INC 0.4%
Value ($000) $882 Shares 1,689 Est. Cost $416.64 Unrealized +25.0%
SCHQ SCHWAB STRATEGIC TR 0.3%
Value ($000) $843 Shares 26,808 Est. Cost $34.99 Unrealized
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $821 Shares 3,425 Est. Cost $131.85 Unrealized +72.9%
DASH DOORDASH INC 0.3%
Value ($000) $796 Shares 4,747 Est. Cost $119.56 Unrealized +37.4%
VRT VERTIV HOLDINGS CO 0.3%
Value ($000) $786 Shares 6,918 Est. Cost $75.83 Unrealized +56.3%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $773 Shares 4,250 Est. Cost $170.13 Unrealized +11.0%
BBMC J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $749 Shares 7,782 Est. Cost $91.87 Unrealized
BITO PROSHARES TR 0.3%
Value ($000) $745 Shares 32,705 Est. Cost $32.30 Unrealized
BUFQ FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $744 Shares 23,683 Est. Cost $28.24 Unrealized
NVO NOVO-NORDISK A S 0.3%
Value ($000) $742 Shares 8,628 Est. Cost $123.19 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $741 Shares 831 Est. Cost $56.38 Unrealized +46.0%
CRWD CROWDSTRIKE HLDGS INC 0.3%
Value ($000) $722 Shares 2,109 Est. Cost $246.52 Unrealized +34.9%
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $712 Shares 3,690 Est. Cost $141.78 Unrealized +33.5%
SOUN SOUNDHOUND AI INC 0.3%
Value ($000) $702 Shares 35,408 Est. Cost $4.64 Unrealized +107.6%
DOCU DOCUSIGN INC 0.3%
Value ($000) $682 Shares 7,585 Est. Cost $50.64 Unrealized +57.7%
CRM SALESFORCE INC 0.3%
Value ($000) $665 Shares 1,988 Est. Cost $316.76 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value ($000) $653 Shares 8,632 Est. Cost $10.77 Unrealized +440.7%
IWB ISHARES TR 0.3%
Value ($000) $653 Shares 2,026 Est. Cost $297.60 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $649 Shares 2,241 Est. Cost $210.99 Unrealized
NOBL PROSHARES TR 0.3%
Value ($000) $643 Shares 6,457 Est. Cost $90.15 Unrealized
PAYC PAYCOM SOFTWARE INC 0.3%
Value ($000) $642 Shares 3,130 Est. Cost $158.40 Unrealized +27.6%
ARM ARM HOLDINGS PLC 0.3%
Value ($000) $627 Shares 5,085 Est. Cost $99.64 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.3%
Value ($000) $624 Shares 526 Est. Cost $61.87 Unrealized +30.3%
TFC TRUIST FINL CORP 0.3%
Value ($000) $608 Shares 14,024 Est. Cost $37.08 Unrealized +14.1%
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $606 Shares 22,199 Est. Cost $41.54 Unrealized
GE GE AEROSPACE 0.2%
Value ($000) $590 Shares 3,537 Est. Cost $177.15 Unrealized 0.0%
AVGO BROADCOM INC 0.2%
Value ($000) $590 Shares 2,544 Est. Cost $159.44 Unrealized +14.7%
DDOG DATADOG INC 0.2%
Value ($000) $587 Shares 4,110 Est. Cost $137.35 Unrealized 0.0%
EMR EMERSON ELEC CO 0.2%
Value ($000) $587 Shares 4,736 Est. Cost $96.80 Unrealized +23.0%
GLD SPDR GOLD TR 0.2%
Value ($000) $575 Shares 2,375 Est. Cost $190.65 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $567 Shares 18,601 Est. Cost $30.01 Unrealized
DECK DECKERS OUTDOOR CORP 0.2%
Value ($000) $564 Shares 2,777 Est. Cost $149.41 Unrealized +21.0%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $563 Shares 6,602 Est. Cost $67.70 Unrealized +23.9%
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $555 Shares 7,931 Est. Cost $63.83 Unrealized
FSK FS KKR CAP CORP 0.2%
Value ($000) $554 Shares 25,491 Est. Cost $17.57 Unrealized 0.0%
PAVE GLOBAL X FDS 0.2%
Value ($000) $546 Shares 13,509 Est. Cost $32.78 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $542 Shares 2,745 Est. Cost $146.79 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $542 Shares 4,483 Est. Cost $152.48 Unrealized -5.6%
BIL SPDR SER TR 0.2%
Value ($000) $539 Shares 5,894 Est. Cost $91.75 Unrealized
CEG CONSTELLATION ENERGY CORP 0.2%
Value ($000) $526 Shares 2,351 Est. Cost $141.96 Unrealized +74.5%
SFM SPROUTS FMRS MKT INC 0.2%
Value ($000) $526 Shares 4,137 Est. Cost $100.66 Unrealized +32.0%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.2%
Value ($000) $505 Shares 22,900 Est. Cost $22.04 Unrealized
BROS DUTCH BROS INC 0.2%
Value ($000) $502 Shares 9,585 Est. Cost $34.91 Unrealized +26.4%
PGR PROGRESSIVE CORP 0.2%
Value ($000) $502 Shares 2,095 Est. Cost $231.96 Unrealized 0.0%
MDB MONGODB INC 0.2%
Value ($000) $498 Shares 2,139 Est. Cost $351.67 Unrealized -19.7%
SVOL SIMPLIFY EXCHANGE TRADED FUN 0.2%
Value ($000) $497 Shares 23,918 Est. Cost $21.35 Unrealized
WMT WALMART INC 0.2%
Value ($000) $493 Shares 5,455 Est. Cost $53.49 Unrealized +60.4%
GRANITESHARES ETF TR 0.2%
Value ($000) $491 Shares 292,340 Est. Cost $1.68 Unrealized
AXON AXON ENTERPRISE INC 0.2%
Value ($000) $486 Shares 817 Est. Cost $308.16 Unrealized +76.5%
TTD THE TRADE DESK INC 0.2%
Value ($000) $481 Shares 4,090 Est. Cost $83.43 Unrealized +48.3%
PSTG PURE STORAGE INC 0.2%
Value ($000) $479 Shares 7,795 Est. Cost $55.69 Unrealized 0.0%
TIDAL TR II 0.2%
Value ($000) $466 Shares 35,714 Est. Cost $13.04 Unrealized
OSPN ONESPAN INC 0.2%
Value ($000) $462 Shares 24,900 Est. Cost $16.47 Unrealized 0.0%
AUGT AIM ETF PRODUCTS TRUST 0.2%
Value ($000) $459 Shares 14,765 Est. Cost $24.62 Unrealized
SPHY SPDR SER TR 0.2%
Value ($000) $458 Shares 19,508 Est. Cost $23.75 Unrealized
MELI MERCADOLIBRE INC 0.2%
Value ($000) $451 Shares 265 Est. Cost $1906.96 Unrealized +2.1%
QBTS D-WAVE QUANTUM INC 0.2%
Value ($000) $450 Shares 53,600 Est. Cost $2.99 Unrealized 0.0%
RTX RTX CORPORATION 0.2%
Value ($000) $449 Shares 3,884 Est. Cost $85.94 Unrealized +37.6%
AMPLIFY ETF TR 0.2%
Value ($000) $444 Shares 198,047 Est. Cost $3.00 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.2%
Value ($000) $440 Shares 14,450 Est. Cost $36.35 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $439 Shares 1,068 Est. Cost $305.45 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $433 Shares 3,890 Est. Cost $93.72 Unrealized +10.5%
AGGH SIMPLIFY EXCHANGE TRADED FUN 0.2%
Value ($000) $430 Shares 20,844 Est. Cost $21.63 Unrealized
UPST UPSTART HLDGS INC 0.2%
Value ($000) $429 Shares 6,965 Est. Cost $33.26 Unrealized +87.4%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $422 Shares 2,409 Est. Cost $152.22 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $422 Shares 8,400 Est. Cost $53.69 Unrealized
TZA DIREXION SHS ETF TR 0.2%
Value ($000) $419 Shares 32,337 Est. Cost $15.89 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $418 Shares 713 Est. Cost $396.12 Unrealized
BA BOEING CO 0.2%
Value ($000) $413 Shares 2,334 Est. Cost $156.93 Unrealized 0.0%
VST VISTRA CORP 0.2%
Value ($000) $409 Shares 2,968 Est. Cost $137.88 Unrealized 0.0%
S SENTINELONE INC 0.2%
Value ($000) $405 Shares 18,240 Est. Cost $25.52 Unrealized 0.0%
ALAB ASTERA LABS INC 0.2%
Value ($000) $403 Shares 3,045 Est. Cost $93.85 Unrealized 0.0%
FTNT FORTINET INC 0.2%
Value ($000) $400 Shares 4,235 Est. Cost $88.94 Unrealized 0.0%
CYBERARK SOFTWARE LTD 0.2%
Value ($000) $398 Shares 1,195 Est. Cost $291.61 Unrealized
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $397 Shares 1,846 Est. Cost $203.03 Unrealized 0.0%
ES EVERSOURCE ENERGY 0.2%
Value ($000) $393 Shares 6,850 Est. Cost $68.80 Unrealized -14.5%
PFF ISHARES TR 0.2%
Value ($000) $393 Shares 12,511 Est. Cost $31.55 Unrealized
TIDAL TR II 0.2%
Value ($000) $383 Shares 62,478 Est. Cost $6.13 Unrealized
XYZ BLOCK INC 0.2%
Value ($000) $382 Shares 4,495 Est. Cost $82.04 Unrealized 0.0%
JPIB J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $377 Shares 7,973 Est. Cost $47.78 Unrealized
RBLX ROBLOX CORP 0.2%
Value ($000) $371 Shares 6,404 Est. Cost $50.32 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $368 Shares 1,675 Est. Cost $126.56 Unrealized +70.9%
SDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $366 Shares 10,223 Est. Cost $34.64 Unrealized
GTX GARRETT MOTION INC 0.2%
Value ($000) $365 Shares 40,400 Est. Cost $8.30 Unrealized 0.0%
GOOG ALPHABET INC 0.1%
Value ($000) $359 Shares 1,886 Est. Cost $146.05 Unrealized +20.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $359 Shares 791 Est. Cost $420.78 Unrealized +9.7%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $356 Shares 573 Est. Cost $621.80 Unrealized
EIPX FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $334 Shares 13,613 Est. Cost $24.21 Unrealized
DOCN DIGITALOCEAN HLDGS INC 0.1%
Value ($000) $324 Shares 9,520 Est. Cost $39.22 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC 0.1%
Value ($000) $324 Shares 21,050 Est. Cost $7.27 Unrealized +78.7%
LAC LITHIUM AMERS CORP NEW 0.1%
Value ($000) $323 Shares 108,700 Est. Cost $3.47 Unrealized 0.0%
IWY ISHARES TR 0.1%
Value ($000) $322 Shares 1,370 Est. Cost $197.20 Unrealized
TOST TOAST INC 0.1%
Value ($000) $320 Shares 8,785 Est. Cost $35.14 Unrealized 0.0%
INOD INNODATA INC 0.1%
Value ($000) $318 Shares 8,050 Est. Cost $31.51 Unrealized 0.0%
ACHR ARCHER AVIATION INC 0.1%
Value ($000) $318 Shares 32,628 Est. Cost $5.56 Unrealized 0.0%
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $313 Shares 856 Est. Cost $366.15 Unrealized
FELC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $310 Shares 9,416 Est. Cost $29.85 Unrealized
GATX GATX CORP 0.1%
Value ($000) $310 Shares 2,001 Est. Cost $98.60 Unrealized +48.4%
LEU CENTRUS ENERGY CORP 0.1%
Value ($000) $309 Shares 4,640 Est. Cost $78.02 Unrealized 0.0%
CURE DIREXION SHS ETF TR 0.1%
Value ($000) $309 Shares 3,343 Est. Cost $92.29 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $304 Shares 287 Est. Cost $202.58 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $299 Shares 6,261 Est. Cost $52.37 Unrealized
EIPI FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $298 Shares 15,287 Est. Cost $19.39 Unrealized
FNDX SCHWAB STRATEGIC TR 0.1%
Value ($000) $296 Shares 12,519 Est. Cost $45.12 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $292 Shares 5,961 Est. Cost $48.74 Unrealized
SEZL SEZZLE INC 0.1%
Value ($000) $290 Shares 1,135 Est. Cost $47.24 Unrealized 0.0%
DOCS DOXIMITY INC 0.1%
Value ($000) $284 Shares 5,315 Est. Cost $28.45 Unrealized +72.1%
PIMCO DYNAMIC INCOME FD 0.1%
Value ($000) $283 Shares 15,409 Est. Cost $19.53 Unrealized
CW CURTISS WRIGHT CORP 0.1%
Value ($000) $271 Shares 763 Est. Cost $266.24 Unrealized +34.9%
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $268 Shares 2,767 Est. Cost $85.66 Unrealized
HACK AMPLIFY ETF TR 0.1%
Value ($000) $267 Shares 3,591 Est. Cost $68.28 Unrealized
SEIX VIRTUS ETF TR II 0.1%
Value ($000) $267 Shares 11,166 Est. Cost $23.83 Unrealized
SPYM SPDR SER TR 0.1%
Value ($000) $263 Shares 3,808 Est. Cost $61.53 Unrealized
AGZ ISHARES TR 0.1%
Value ($000) $262 Shares 2,426 Est. Cost $107.62 Unrealized
CLS CELESTICA INC 0.1%
Value ($000) $262 Shares 2,835 Est. Cost $78.23 Unrealized 0.0%
AIQ GLOBAL X FDS 0.1%
Value ($000) $257 Shares 6,653 Est. Cost $35.63 Unrealized
RXRX RECURSION PHARMACEUTICALS IN 0.1%
Value ($000) $257 Shares 38,000 Est. Cost $6.72 Unrealized 0.0%
SOXX ISHARES TR 0.1%
Value ($000) $257 Shares 1,191 Est. Cost $246.71 Unrealized
SHLD GLOBAL X FDS 0.1%
Value ($000) $255 Shares 6,821 Est. Cost $33.13 Unrealized
MGV VANGUARD WORLD FD 0.1%
Value ($000) $254 Shares 2,035 Est. Cost $119.99 Unrealized
MCO MOODYS CORP 0.1%
Value ($000) $252 Shares 533 Est. Cost $341.78 Unrealized +38.4%
SRE SEMPRA 0.1%
Value ($000) $249 Shares 2,838 Est. Cost $84.33 Unrealized 0.0%
JMEE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $243 Shares 4,016 Est. Cost $60.92 Unrealized
XNTK SPDR SER TR 0.1%
Value ($000) $242 Shares 1,199 Est. Cost $195.18 Unrealized
FSIG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $242 Shares 12,800 Est. Cost $18.92 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $237 Shares 1,145 Est. Cost $194.87 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value ($000) $234 Shares 3,168 Est. Cost $74.02 Unrealized
QJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $232 Shares 8,287 Est. Cost $26.58 Unrealized
SERV SERVE ROBOTICS INC 0.1%
Value ($000) $232 Shares 17,200 Est. Cost $10.50 Unrealized 0.0%
V VISA INC 0.1%
Value ($000) $230 Shares 728 Est. Cost $219.80 Unrealized +35.7%
HD HOME DEPOT INC 0.1%
Value ($000) $229 Shares 590 Est. Cost $354.22 Unrealized +12.2%
MGC VANGUARD WORLD FD 0.1%
Value ($000) $228 Shares 1,074 Est. Cost $207.06 Unrealized
OIH VANECK ETF TRUST 0.1%
Value ($000) $228 Shares 840 Est. Cost $281.34 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $220 Shares 789 Est. Cost $271.56 Unrealized 0.0%
NE NOBLE CORP PLC 0.1%
Value ($000) $218 Shares 6,958 Est. Cost $30.41 Unrealized 0.0%
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $217 Shares 3,426 Est. Cost $56.42 Unrealized
TQQQ PROSHARES TR 0.1%
Value ($000) $217 Shares 2,743 Est. Cost $26.87 Unrealized
PINK SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $215 Shares 7,250 Est. Cost $31.40 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.1%
Value ($000) $214 Shares 5,765 Est. Cost $37.17 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $212 Shares 3,975 Est. Cost $52.23 Unrealized +4.4%
PXJ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $211 Shares 7,562 Est. Cost $31.96 Unrealized
FV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $203 Shares 3,436 Est. Cost $58.27 Unrealized
NVTS NAVITAS SEMICONDUCTOR CORP 0.1%
Value ($000) $186 Shares 52,150 Est. Cost $2.78 Unrealized 0.0%
BB BLACKBERRY LTD 0.1%
Value ($000) $178 Shares 47,100 Est. Cost $2.66 Unrealized 0.0%
PATH UIPATH INC 0.1%
Value ($000) $177 Shares 13,900 Est. Cost $12.24 Unrealized +8.0%
PACB PACIFIC BIOSCIENCES CALIF IN 0.1%
Value ($000) $146 Shares 79,800 Est. Cost $1.95 Unrealized 0.0%
WOLFSPEED INC 0.1%
Value ($000) $132 Shares 19,864 Est. Cost $6.66 Unrealized
NUVEEN AMT FREE MUN CR INC F 0.1%
Value ($000) $123 Shares 10,023 Est. Cost $12.26 Unrealized
MVIS MICROVISION INC DEL 0.0%
Value ($000) $101 Shares 77,449 Est. Cost $3.10 Unrealized -66.1%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $97 Shares 800 Est. Cost $152.48 Unrealized -5.6%
VTGN VISTAGEN THERAPEUTICS INC 0.0%
Value ($000) $86 Shares 29,250 Est. Cost $2.81 Unrealized 0.0%
DDOG DATADOG INC 0.0%
Value ($000) $86 Shares 600 Est. Cost $137.35 Unrealized 0.0%
S SENTINELONE INC 0.0%
Value ($000) $64 Shares 2,900 Est. Cost $25.52 Unrealized 0.0%
BIOVIE INC 0.0%
Value ($000) $63 Shares 31,650 Est. Cost $2.00 Unrealized
CYPH LEAP THERAPEUTICS INC 0.0%
Value ($000) $63 Shares 22,000 Est. Cost $2.97 Unrealized 0.0%
ANIX ANIXA BIOSCIENCES INC 0.0%
Value ($000) $54 Shares 23,100 Est. Cost $3.11 Unrealized 0.0%
XYZ BLOCK INC 0.0%
Value ($000) $25 Shares 300 Est. Cost $82.04 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $23 Shares 300 Est. Cost $10.77 Unrealized +440.7%
SHOP SHOPIFY INC 0.0%
Value ($000) $21 Shares 200 Est. Cost $46.64 Unrealized +108.5%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $17 Shares 200 Est. Cost $67.70 Unrealized +23.9%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $13 Shares 100 Est. Cost $100.33 Unrealized +37.3%
UPST UPSTART HLDGS INC 0.0%
Value ($000) $12 Shares 200 Est. Cost $33.26 Unrealized +87.4%
ADAPY ADAPTIMMUNE THERAPEUTICS PLC 0.0%
Value ($000) $12 Shares 21,870 Est. Cost $1.46 Unrealized