Retirement Planning Co of New England, Inc. Diversified Active

CIK: 0001817693 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 10, 2025

Total Value ($000): $206,165 (100.0% shares, 0.0% debt)

Holdings (230)

AAPL APPLE INC 4.2%
Value ($000) $8,715 Shares 34,802 Est. Cost $158.48 Unrealized +48.0%
NVDA NVIDIA CORPORATION 3.7%
Value ($000) $7,641 Shares 56,896 Est. Cost $94.35 Unrealized +46.0%
QQQ INVESCO QQQ TR 3.0%
Value ($000) $6,280 Shares 12,283 Est. Cost $392.24 Unrealized
AMZN AMAZON COM INC 2.2%
Value ($000) $4,503 Shares 20,526 Est. Cost $128.93 Unrealized +58.7%
BX BLACKSTONE INC 2.1%
Value ($000) $4,416 Shares 25,612 Est. Cost $111.50 Unrealized +51.4%
ZVRA ZEVRA THERAPEUTICS INC 2.1%
Value ($000) $4,294 Shares 514,832 Est. Cost $6.95 Unrealized +22.8%
META META PLATFORMS INC 2.0%
Value ($000) $4,084 Shares 6,975 Est. Cost $293.40 Unrealized +99.3%
MSFT MICROSOFT CORP 1.8%
Value ($000) $3,779 Shares 8,965 Est. Cost $311.30 Unrealized +35.7%
AVGO BROADCOM INC 1.8%
Value ($000) $3,695 Shares 15,939 Est. Cost $149.47 Unrealized +22.3%
ABBV ABBVIE INC 1.7%
Value ($000) $3,570 Shares 20,090 Est. Cost $114.30 Unrealized +55.2%
GOOGL ALPHABET INC 1.7%
Value ($000) $3,465 Shares 18,304 Est. Cost $113.82 Unrealized +53.0%
ETN EATON CORP PLC 1.5%
Value ($000) $3,132 Shares 9,437 Est. Cost $178.87 Unrealized +94.1%
GOOG ALPHABET INC 1.5%
Value ($000) $3,043 Shares 15,977 Est. Cost $116.30 Unrealized +51.1%
VO VANGUARD INDEX FDS 1.3%
Value ($000) $2,751 Shares 10,413 Est. Cost $233.53 Unrealized
BA BOEING CO 1.3%
Value ($000) $2,748 Shares 15,527 Est. Cost $191.55 Unrealized -18.1%
V VISA INC 1.3%
Value ($000) $2,734 Shares 8,649 Est. Cost $218.29 Unrealized +36.7%
XOM EXXON MOBIL CORP 1.3%
Value ($000) $2,713 Shares 25,219 Est. Cost $60.10 Unrealized +86.9%
EIPI FIRST TR EXCHNG TRADED FD VI 1.3%
Value ($000) $2,674 Shares 137,185 Est. Cost $18.60 Unrealized
TQQQ PROSHARES TR 1.2%
Value ($000) $2,425 Shares 30,647 Est. Cost $92.57 Unrealized
USD PROSHARES TR 1.1%
Value ($000) $2,331 Shares 35,788 Est. Cost $56.85 Unrealized
KMI KINDER MORGAN INC DEL 1.0%
Value ($000) $2,145 Shares 78,275 Est. Cost $13.88 Unrealized +79.2%
VNQ VANGUARD INDEX FDS 1.0%
Value ($000) $2,100 Shares 23,573 Est. Cost $113.55 Unrealized
BAC BANK AMERICA CORP 0.9%
Value ($000) $1,949 Shares 44,343 Est. Cost $37.72 Unrealized +13.5%
LLY ELI LILLY & CO 0.9%
Value ($000) $1,808 Shares 2,341 Est. Cost $307.62 Unrealized +166.9%
VB VANGUARD INDEX FDS 0.9%
Value ($000) $1,799 Shares 7,487 Est. Cost $211.12 Unrealized
RTX RTX CORPORATION 0.9%
Value ($000) $1,785 Shares 15,429 Est. Cost $80.15 Unrealized +47.6%
QCOM QUALCOMM INC 0.8%
Value ($000) $1,729 Shares 11,256 Est. Cost $142.91 Unrealized +11.6%
ROM PROSHARES TR 0.8%
Value ($000) $1,684 Shares 24,152 Est. Cost $80.16 Unrealized
VUG VANGUARD INDEX FDS 0.8%
Value ($000) $1,667 Shares 4,061 Est. Cost $304.38 Unrealized
HD HOME DEPOT INC 0.8%
Value ($000) $1,619 Shares 4,163 Est. Cost $337.06 Unrealized +17.9%
GS GOLDMAN SACHS GROUP INC 0.8%
Value ($000) $1,611 Shares 2,813 Est. Cost $336.75 Unrealized +61.8%
NFLX NETFLIX INC 0.8%
Value ($000) $1,573 Shares 1,764 Est. Cost $44.54 Unrealized +84.8%
PM PHILIP MORRIS INTL INC 0.7%
Value ($000) $1,525 Shares 12,669 Est. Cost $76.66 Unrealized +57.3%
MCD MCDONALDS CORP 0.7%
Value ($000) $1,447 Shares 4,991 Est. Cost $230.70 Unrealized +25.8%
SPIRIT AEROSYSTEMS HLDGS INC 0.7%
Value ($000) $1,434 Shares 42,084 Est. Cost $27.89 Unrealized
ABT ABBOTT LABS 0.6%
Value ($000) $1,323 Shares 11,692 Est. Cost $112.77 Unrealized +0.5%
DLR DIGITAL RLTY TR INC 0.6%
Value ($000) $1,313 Shares 7,403 Est. Cost $136.49 Unrealized +25.4%
WFC WELLS FARGO CO NEW 0.6%
Value ($000) $1,285 Shares 18,290 Est. Cost $43.51 Unrealized +53.2%
VGT VANGUARD WORLD FD 0.6%
Value ($000) $1,268 Shares 2,040 Est. Cost $459.50 Unrealized
DVY ISHARES TR 0.6%
Value ($000) $1,245 Shares 9,481 Est. Cost $121.92 Unrealized
CVS CVS HEALTH CORP 0.6%
Value ($000) $1,236 Shares 27,528 Est. Cost $76.97 Unrealized -30.3%
TDIV FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $1,203 Shares 15,336 Est. Cost $63.13 Unrealized
IRM IRON MTN INC DEL 0.6%
Value ($000) $1,183 Shares 11,250 Est. Cost $40.33 Unrealized +179.7%
SO SOUTHERN CO 0.6%
Value ($000) $1,164 Shares 14,143 Est. Cost $56.24 Unrealized +50.3%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $1,154 Shares 7,970 Est. Cost $102.57 Unrealized +41.9%
VYM VANGUARD WHITEHALL FDS 0.6%
Value ($000) $1,147 Shares 8,986 Est. Cost $112.76 Unrealized
MS MORGAN STANLEY 0.5%
Value ($000) $1,133 Shares 9,013 Est. Cost $84.57 Unrealized +41.3%
JPM JPMORGAN CHASE & CO. 0.5%
Value ($000) $1,103 Shares 4,600 Est. Cost $147.72 Unrealized +54.4%
FCX FREEPORT-MCMORAN INC 0.5%
Value ($000) $1,102 Shares 28,948 Est. Cost $36.22 Unrealized +21.6%
SPG SIMON PPTY GROUP INC NEW 0.5%
Value ($000) $1,089 Shares 6,324 Est. Cost $112.50 Unrealized +47.2%
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $1,029 Shares 11,144 Est. Cost $60.22 Unrealized +44.5%
LVS LAS VEGAS SANDS CORP 0.5%
Value ($000) $1,027 Shares 20,002 Est. Cost $40.83 Unrealized +24.2%
NGG NATIONAL GRID PLC 0.5%
Value ($000) $1,027 Shares 17,281 Est. Cost $71.40 Unrealized
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $1,024 Shares 6,107 Est. Cost $141.43 Unrealized +17.2%
VOO VANGUARD INDEX FDS 0.5%
Value ($000) $998 Shares 1,852 Est. Cost $433.32 Unrealized
IHI ISHARES TR 0.5%
Value ($000) $963 Shares 16,501 Est. Cost $64.44 Unrealized
TOAK MANAGER DIRECTED PORTFOLIOS 0.5%
Value ($000) $954 Shares 35,033 Est. Cost $27.22 Unrealized
WMT WALMART INC 0.5%
Value ($000) $951 Shares 10,525 Est. Cost $52.16 Unrealized +64.5%
MRK MERCK & CO INC 0.4%
Value ($000) $923 Shares 9,278 Est. Cost $78.05 Unrealized +26.5%
BABA ALIBABA GROUP HLDG LTD 0.4%
Value ($000) $874 Shares 10,312 Est. Cost $98.41 Unrealized
VHT VANGUARD WORLD FD 0.4%
Value ($000) $870 Shares 3,431 Est. Cost $265.08 Unrealized
ITB ISHARES TR 0.4%
Value ($000) $866 Shares 8,380 Est. Cost $81.42 Unrealized
NVO NOVO-NORDISK A S 0.4%
Value ($000) $864 Shares 10,049 Est. Cost $102.66 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $860 Shares 5,654 Est. Cost $152.07 Unrealized +2.9%
SPYM SPDR SER TR 0.4%
Value ($000) $853 Shares 12,373 Est. Cost $57.31 Unrealized
SPMD SPDR SER TR 0.4%
Value ($000) $843 Shares 15,415 Est. Cost $48.30 Unrealized
CAT CATERPILLAR INC 0.4%
Value ($000) $840 Shares 2,314 Est. Cost $231.26 Unrealized +65.1%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $837 Shares 3,808 Est. Cost $116.78 Unrealized +85.2%
IYT ISHARES TR 0.4%
Value ($000) $833 Shares 12,329 Est. Cost $122.87 Unrealized
O REALTY INCOME CORP 0.4%
Value ($000) $824 Shares 15,421 Est. Cost $53.04 Unrealized +2.8%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $821 Shares 2,414 Est. Cost $311.25 Unrealized +18.7%
TGT TARGET CORP 0.4%
Value ($000) $800 Shares 5,921 Est. Cost $166.92 Unrealized -18.1%
ALLY ALLY FINL INC 0.4%
Value ($000) $800 Shares 22,229 Est. Cost $35.10 Unrealized -0.8%
AFL AFLAC INC 0.4%
Value ($000) $792 Shares 7,656 Est. Cost $50.98 Unrealized +108.8%
HON HONEYWELL INTL INC 0.4%
Value ($000) $791 Shares 3,500 Est. Cost $184.51 Unrealized +10.3%
SUPN SUPERNUS PHARMACEUTICALS INC 0.4%
Value ($000) $775 Shares 21,427 Est. Cost $30.39 Unrealized +15.9%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $760 Shares 5,255 Est. Cost $146.23 Unrealized +2.3%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $757 Shares 18,931 Est. Cost $37.59 Unrealized +4.8%
MMM 3M CO 0.4%
Value ($000) $756 Shares 5,859 Est. Cost $78.04 Unrealized +64.5%
CLX CLOROX CO DEL 0.4%
Value ($000) $755 Shares 4,645 Est. Cost $140.98 Unrealized +11.6%
KMB KIMBERLY-CLARK CORP 0.4%
Value ($000) $738 Shares 5,630 Est. Cost $116.15 Unrealized +12.0%
PSX PHILLIPS 66 0.3%
Value ($000) $707 Shares 6,206 Est. Cost $72.42 Unrealized +68.5%
C CITIGROUP INC 0.3%
Value ($000) $705 Shares 10,021 Est. Cost $46.13 Unrealized +41.7%
FISV FISERV INC 0.3%
Value ($000) $703 Shares 3,420 Est. Cost $102.82 Unrealized +98.5%
DEO DIAGEO PLC 0.3%
Value ($000) $699 Shares 5,494 Est. Cost $194.83 Unrealized
IGM ISHARES TR 0.3%
Value ($000) $697 Shares 6,823 Est. Cost $160.35 Unrealized
PODD INSULET CORP 0.3%
Value ($000) $677 Shares 2,592 Est. Cost $287.36 Unrealized -12.4%
WELL WELLTOWER INC 0.3%
Value ($000) $675 Shares 5,356 Est. Cost $75.12 Unrealized +71.3%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $671 Shares 1,380 Est. Cost $356.54 Unrealized +47.9%
SHEL SHELL PLC 0.3%
Value ($000) $668 Shares 10,655 Est. Cost $62.65 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $667 Shares 3,168 Est. Cost $184.34 Unrealized
SPSM SPDR SER TR 0.3%
Value ($000) $660 Shares 14,696 Est. Cost $42.68 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $655 Shares 24,695 Est. Cost $36.54 Unrealized -31.3%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $653 Shares 11,540 Est. Cost $49.23 Unrealized +6.8%
INTC INTEL CORP 0.3%
Value ($000) $649 Shares 32,373 Est. Cost $40.77 Unrealized -44.7%
GXO GXO LOGISTICS INCORPORATED 0.3%
Value ($000) $649 Shares 14,916 Est. Cost $62.23 Unrealized -11.5%
SYM SYMBOTIC INC 0.3%
Value ($000) $648 Shares 27,328 Est. Cost $38.18 Unrealized -25.6%
QQQE DIREXION SHS ETF TR 0.3%
Value ($000) $643 Shares 7,163 Est. Cost $81.59 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $641 Shares 9,738 Est. Cost $60.21 Unrealized
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $622 Shares 3,389 Est. Cost $212.98 Unrealized -6.9%
FOUR SHIFT4 PMTS INC 0.3%
Value ($000) $621 Shares 5,985 Est. Cost $67.82 Unrealized +46.4%
DOW DOW INC 0.3%
Value ($000) $619 Shares 15,421 Est. Cost $44.55 Unrealized -3.6%
PSA PUBLIC STORAGE OPER CO 0.3%
Value ($000) $614 Shares 2,051 Est. Cost $252.59 Unrealized +25.1%
SNOW SNOWFLAKE INC 0.3%
Value ($000) $600 Shares 3,888 Est. Cost $172.68 Unrealized -18.5%
TNA DIREXION SHS ETF TR 0.3%
Value ($000) $597 Shares 14,261 Est. Cost $53.09 Unrealized
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $582 Shares 5,399 Est. Cost $86.41 Unrealized +25.9%
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $577 Shares 3,290 Est. Cost $165.43 Unrealized
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $560 Shares 7,339 Est. Cost $28.75 Unrealized +17.7%
CCI CROWN CASTLE INC 0.3%
Value ($000) $554 Shares 6,107 Est. Cost $116.06 Unrealized -15.5%
IAK ISHARES TR 0.3%
Value ($000) $546 Shares 4,313 Est. Cost $85.57 Unrealized
IVZ INVESCO LTD 0.3%
Value ($000) $540 Shares 30,884 Est. Cost $15.93 Unrealized +6.4%
GE GE AEROSPACE 0.3%
Value ($000) $535 Shares 3,207 Est. Cost $77.60 Unrealized +128.3%
STZ CONSTELLATION BRANDS INC 0.3%
Value ($000) $534 Shares 2,414 Est. Cost $219.20 Unrealized +5.5%
SKYY FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $520 Shares 4,367 Est. Cost $76.61 Unrealized
CG CARLYLE GROUP INC 0.3%
Value ($000) $518 Shares 10,259 Est. Cost $37.55 Unrealized +30.1%
IJS ISHARES TR 0.3%
Value ($000) $516 Shares 4,753 Est. Cost $104.21 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $512 Shares 1,129 Est. Cost $320.20 Unrealized +44.2%
SBUX STARBUCKS CORP 0.2%
Value ($000) $501 Shares 5,485 Est. Cost $100.69 Unrealized -6.7%
NEM NEWMONT CORP 0.2%
Value ($000) $492 Shares 13,206 Est. Cost $41.69 Unrealized +7.1%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $485 Shares 920 Est. Cost $367.94 Unrealized +39.9%
XLRE SELECT SECTOR SPDR TR 0.2%
Value ($000) $482 Shares 11,862 Est. Cost $39.89 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $469 Shares 6,192 Est. Cost $70.64 Unrealized
PAAS PAN AMERN SILVER CORP 0.2%
Value ($000) $462 Shares 22,853 Est. Cost $19.94 Unrealized +12.2%
KWEB KRANESHARES TRUST 0.2%
Value ($000) $462 Shares 15,794 Est. Cost $34.44 Unrealized
VV VANGUARD INDEX FDS 0.2%
Value ($000) $455 Shares 1,687 Est. Cost $218.36 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.2%
Value ($000) $450 Shares 6,054 Est. Cost $76.22 Unrealized -0.7%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $441 Shares 2,353 Est. Cost $152.26 Unrealized +26.9%
CSCO CISCO SYS INC 0.2%
Value ($000) $441 Shares 7,447 Est. Cost $50.15 Unrealized +10.4%
REGL PROSHARES TR 0.2%
Value ($000) $437 Shares 5,420 Est. Cost $73.63 Unrealized
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $432 Shares 3,817 Est. Cost $113.29 Unrealized -3.7%
TECL DIREXION SHS ETF TR 0.2%
Value ($000) $429 Shares 4,735 Est. Cost $37.18 Unrealized
KBH KB HOME 0.2%
Value ($000) $425 Shares 6,468 Est. Cost $39.36 Unrealized +93.3%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $420 Shares 4,619 Est. Cost $70.91 Unrealized +31.3%
ALB ALBEMARLE CORP 0.2%
Value ($000) $417 Shares 4,843 Est. Cost $141.90 Unrealized -31.5%
KO COCA COLA CO 0.2%
Value ($000) $407 Shares 6,530 Est. Cost $50.35 Unrealized +25.3%
AWK AMERICAN WTR WKS CO INC NEW 0.2%
Value ($000) $401 Shares 3,221 Est. Cost $158.41 Unrealized -17.1%
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $397 Shares 697 Est. Cost $507.27 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $386 Shares 906 Est. Cost $389.31 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $383 Shares 736 Est. Cost $555.28 Unrealized -1.4%
DIS DISNEY WALT CO 0.2%
Value ($000) $383 Shares 3,439 Est. Cost $136.78 Unrealized -24.3%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.2%
Value ($000) $379 Shares 5,455 Est. Cost $47.25 Unrealized
BJ BJS WHSL CLUB HLDGS INC 0.2%
Value ($000) $376 Shares 4,209 Est. Cost $70.87 Unrealized +27.6%
CEG CONSTELLATION ENERGY CORP 0.2%
Value ($000) $374 Shares 1,673 Est. Cost $152.33 Unrealized +62.6%
KRE SPDR SER TR 0.2%
Value ($000) $369 Shares 6,110 Est. Cost $62.38 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $366 Shares 4,291 Est. Cost $57.67 Unrealized +45.5%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $365 Shares 1,384 Est. Cost $190.31 Unrealized +48.1%
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $365 Shares 2,447 Est. Cost $119.08 Unrealized +31.2%
SPYV SPDR SER TR 0.2%
Value ($000) $364 Shares 7,127 Est. Cost $40.90 Unrealized
PBR PETROLEO BRASILEIRO SA PETRO 0.2%
Value ($000) $363 Shares 28,238 Est. Cost $12.69 Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $359 Shares 4,263 Est. Cost $76.90 Unrealized +31.7%
ZTS ZOETIS INC 0.2%
Value ($000) $357 Shares 2,189 Est. Cost $183.96 Unrealized -4.1%
DE DEERE & CO 0.2%
Value ($000) $355 Shares 837 Est. Cost $374.01 Unrealized +10.7%
WEX WEX INC 0.2%
Value ($000) $351 Shares 2,002 Est. Cost $181.36 Unrealized +3.4%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.2%
Value ($000) $349 Shares 15,835 Est. Cost $8.08 Unrealized
FAS DIREXION SHS ETF TR 0.2%
Value ($000) $347 Shares 2,301 Est. Cost $82.65 Unrealized
NDAQ NASDAQ INC 0.2%
Value ($000) $343 Shares 4,440 Est. Cost $56.71 Unrealized +34.4%
TJX TJX COS INC NEW 0.2%
Value ($000) $342 Shares 2,830 Est. Cost $68.15 Unrealized +72.7%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $342 Shares 1,506 Est. Cost $228.63 Unrealized -1.5%
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $341 Shares 2,877 Est. Cost $89.63 Unrealized +30.2%
MSI MOTOROLA SOLUTIONS INC 0.2%
Value ($000) $338 Shares 732 Est. Cost $242.56 Unrealized +93.1%
MKTX MARKETAXESS HLDGS INC 0.2%
Value ($000) $334 Shares 1,475 Est. Cost $248.25 Unrealized +3.7%
WPC WP CAREY INC 0.2%
Value ($000) $333 Shares 6,105 Est. Cost $70.32 Unrealized
GNRC GENERAC HLDGS INC 0.2%
Value ($000) $331 Shares 2,133 Est. Cost $126.49 Unrealized +36.6%
APTV APTIV PLC 0.2%
Value ($000) $331 Shares 5,465 Est. Cost $61.22 Unrealized 0.0%
IWM ISHARES TR 0.2%
Value ($000) $330 Shares 1,495 Est. Cost $200.86 Unrealized
RYLD GLOBAL X FDS 0.2%
Value ($000) $326 Shares 19,955 Est. Cost $16.63 Unrealized
VFH VANGUARD WORLD FD 0.2%
Value ($000) $323 Shares 2,735 Est. Cost $96.15 Unrealized
IJJ ISHARES TR 0.2%
Value ($000) $321 Shares 2,570 Est. Cost $110.45 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $318 Shares 2,519 Est. Cost $151.78 Unrealized -19.4%
GIS GENERAL MLS INC 0.2%
Value ($000) $316 Shares 4,955 Est. Cost $56.09 Unrealized +14.3%
YORW YORK WTR CO 0.1%
Value ($000) $303 Shares 9,249 Est. Cost $40.37 Unrealized -14.7%
VIS VANGUARD WORLD FD 0.1%
Value ($000) $301 Shares 1,184 Est. Cost $203.23 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value ($000) $297 Shares 3,803 Est. Cost $82.78 Unrealized +2.5%
ASAN ASANA INC 0.1%
Value ($000) $297 Shares 14,657 Est. Cost $16.52 Unrealized -4.2%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $293 Shares 5,517 Est. Cost $53.05 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $290 Shares 804 Est. Cost $219.76 Unrealized +66.7%
ELF E L F BEAUTY INC 0.1%
Value ($000) $289 Shares 2,303 Est. Cost $67.41 Unrealized +77.9%
ABRDN GLOBAL INFRA INCOME FU 0.1%
Value ($000) $288 Shares 16,412 Est. Cost $19.73 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $286 Shares 3,862 Est. Cost $64.56 Unrealized +14.3%
ADBE ADOBE INC 0.1%
Value ($000) $285 Shares 641 Est. Cost $495.13 Unrealized 0.0%
MBLY MOBILEYE GLOBAL INC 0.1%
Value ($000) $284 Shares 14,241 Est. Cost $17.53 Unrealized -10.2%
QQQJ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $283 Shares 9,172 Est. Cost $33.44 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $274 Shares 541 Est. Cost $474.24 Unrealized +16.6%
T AT&T INC 0.1%
Value ($000) $274 Shares 12,018 Est. Cost $15.38 Unrealized +39.9%
VPU VANGUARD WORLD FD 0.1%
Value ($000) $271 Shares 1,656 Est. Cost $155.96 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $265 Shares 6,340 Est. Cost $48.36 Unrealized
MAA MID-AMER APT CMNTYS INC 0.1%
Value ($000) $263 Shares 1,698 Est. Cost $170.65 Unrealized -12.3%
HHH HOWARD HUGHES HOLDINGS INC 0.1%
Value ($000) $262 Shares 3,410 Est. Cost $79.62 Unrealized 0.0%
AB ALLIANCEBERNSTEIN HLDG L P 0.1%
Value ($000) $260 Shares 7,008 Est. Cost $37.09 Unrealized
RITM RITHM CAPITAL CORP 0.1%
Value ($000) $260 Shares 23,982 Est. Cost $10.26 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $259 Shares 994 Est. Cost $196.92 Unrealized +45.3%
BP BP PLC 0.1%
Value ($000) $258 Shares 8,728 Est. Cost $33.52 Unrealized
VCR VANGUARD WORLD FD 0.1%
Value ($000) $255 Shares 678 Est. Cost $304.63 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $253 Shares 3,215 Est. Cost $76.85 Unrealized
WHR WHIRLPOOL CORP 0.1%
Value ($000) $252 Shares 2,201 Est. Cost $110.83 Unrealized -0.4%
MDYG SPDR SER TR 0.1%
Value ($000) $252 Shares 2,899 Est. Cost $81.15 Unrealized
HUM HUMANA INC 0.1%
Value ($000) $245 Shares 966 Est. Cost $408.25 Unrealized -35.4%
IBB ISHARES TR 0.1%
Value ($000) $241 Shares 1,825 Est. Cost $152.29 Unrealized
CPA COPA HOLDINGS SA 0.1%
Value ($000) $241 Shares 2,744 Est. Cost $88.34 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $240 Shares 808 Est. Cost $245.13 Unrealized +15.7%
MDT MEDTRONIC PLC 0.1%
Value ($000) $239 Shares 2,989 Est. Cost $72.39 Unrealized +15.8%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $238 Shares 2,670 Est. Cost $84.71 Unrealized +11.9%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $237 Shares 4,132 Est. Cost $61.22 Unrealized
GTEK GOLDMAN SACHS ETF TR 0.1%
Value ($000) $233 Shares 7,225 Est. Cost $27.87 Unrealized
AAT AMERICAN ASSETS TR INC 0.1%
Value ($000) $230 Shares 8,770 Est. Cost $26.72 Unrealized
GEV GE VERNOVA INC 0.1%
Value ($000) $230 Shares 699 Est. Cost $311.89 Unrealized 0.0%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $228 Shares 3,967 Est. Cost $58.85 Unrealized 0.0%
IGV ISHARES TR 0.1%
Value ($000) $228 Shares 2,275 Est. Cost $89.37 Unrealized
SBIO ALPS ETF TR 0.1%
Value ($000) $228 Shares 6,894 Est. Cost $33.02 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $227 Shares 808 Est. Cost $216.04 Unrealized +25.8%
OKE ONEOK INC NEW 0.1%
Value ($000) $226 Shares 2,252 Est. Cost $96.84 Unrealized 0.0%
SOXL DIREXION SHS ETF TR 0.1%
Value ($000) $223 Shares 8,150 Est. Cost $45.08 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $222 Shares 4,240 Est. Cost $45.53 Unrealized +7.2%
COP CONOCOPHILLIPS 0.1%
Value ($000) $219 Shares 2,206 Est. Cost $69.91 Unrealized +46.3%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $218 Shares 3,618 Est. Cost $71.41 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $213 Shares 4,839 Est. Cost $49.44 Unrealized
UAL UNITED AIRLS HLDGS INC 0.1%
Value ($000) $212 Shares 2,184 Est. Cost $84.54 Unrealized 0.0%
SPYD SPDR SER TR 0.1%
Value ($000) $211 Shares 4,880 Est. Cost $45.66 Unrealized
WYNN WYNN RESORTS LTD 0.1%
Value ($000) $211 Shares 2,447 Est. Cost $79.91 Unrealized +16.8%
ALK ALASKA AIR GROUP INC 0.1%
Value ($000) $211 Shares 3,252 Est. Cost $52.57 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $210 Shares 1,392 Est. Cost $145.81 Unrealized +4.7%
EXC EXELON CORP 0.1%
Value ($000) $207 Shares 5,499 Est. Cost $35.91 Unrealized +3.8%
EWZ ISHARES INC 0.1%
Value ($000) $205 Shares 9,128 Est. Cost $32.28 Unrealized
ELME ELME COMMUNITIES 0.1%
Value ($000) $186 Shares 12,184 Est. Cost $25.19 Unrealized
ICLN ISHARES TR 0.1%
Value ($000) $161 Shares 14,165 Est. Cost $20.17 Unrealized
CENTRAIS ELETRICAS BRASILEIR 0.0%
Value ($000) $65 Shares 11,395 Est. Cost $7.31 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $63 Shares 14,272 Est. Cost $4.09 Unrealized
LIVEPERSON INC 0.0%
Value ($000) $61 Shares 39,857 Est. Cost $3.18 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $56 Shares 20,552 Est. Cost $2.62 Unrealized
QIPT QUIPT HOME MEDICAL CORP 0.0%
Value ($000) $31 Shares 10,000 Est. Cost $4.79 Unrealized -43.8%