HUB Investment Partners, LLC Diversified Active

CIK: 0001841815 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 11, 2025

Total Value ($000): $2,386,933 (100.0% shares, 0.0% debt)

Holdings (600)

AAPL APPLE INC 7.5%
Value ($000) $179,008 Shares 714,830 Est. Cost $167.17 Unrealized +40.3%
NVDA NVIDIA CORPORATION 7.2%
Value ($000) $172,396 Shares 1,283,762 Est. Cost $96.91 Unrealized +42.2%
VTI VANGUARD INDEX FDS 3.7%
Value ($000) $88,258 Shares 304,538 Est. Cost $220.72 Unrealized
AMZN AMAZON COM INC 2.8%
Value ($000) $67,989 Shares 309,898 Est. Cost $140.78 Unrealized +45.3%
AVLV AMERICAN CENTY ETF TR 2.7%
Value ($000) $64,852 Shares 971,276 Est. Cost $55.25 Unrealized
FBND FIDELITY MERRIMACK STR TR 1.9%
Value ($000) $45,592 Shares 1,016,093 Est. Cost $45.62 Unrealized
MSFT MICROSOFT CORP 1.9%
Value ($000) $45,360 Shares 107,616 Est. Cost $334.00 Unrealized +26.5%
TSLA TESLA INC 1.5%
Value ($000) $36,542 Shares 90,487 Est. Cost $230.18 Unrealized +39.8%
JPM JPMORGAN CHASE & CO. 1.4%
Value ($000) $33,927 Shares 141,533 Est. Cost $149.97 Unrealized +52.1%
ISRG INTUITIVE SURGICAL INC 1.4%
Value ($000) $33,660 Shares 64,487 Est. Cost $298.37 Unrealized +74.6%
VOO VANGUARD INDEX FDS 1.4%
Value ($000) $33,128 Shares 61,483 Est. Cost $468.79 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 1.4%
Value ($000) $32,875 Shares 571,438 Est. Cost $55.49 Unrealized
VTV VANGUARD INDEX FDS 1.3%
Value ($000) $31,791 Shares 187,782 Est. Cost $158.58 Unrealized
AVEM AMERICAN CENTY ETF TR 1.2%
Value ($000) $29,765 Shares 506,300 Est. Cost $55.43 Unrealized
PYLD PIMCO ETF TR 1.2%
Value ($000) $28,385 Shares 1,095,102 Est. Cost $25.80 Unrealized
BINC BLACKROCK ETF TRUST II 1.2%
Value ($000) $27,915 Shares 536,611 Est. Cost $52.36 Unrealized
WMT WALMART INC 1.1%
Value ($000) $27,349 Shares 302,703 Est. Cost $54.93 Unrealized +56.2%
CGUS CAPITAL GROUP CORE EQUITY ET 1.0%
Value ($000) $24,841 Shares 710,359 Est. Cost $31.44 Unrealized
GOOGL ALPHABET INC 1.0%
Value ($000) $24,759 Shares 130,790 Est. Cost $131.58 Unrealized +32.3%
VCRB VANGUARD MALVERN FDS 1.0%
Value ($000) $23,369 Shares 308,264 Est. Cost $77.10 Unrealized
JGRO J P MORGAN EXCHANGE TRADED F 1.0%
Value ($000) $23,119 Shares 285,315 Est. Cost $75.35 Unrealized
MS MORGAN STANLEY 0.9%
Value ($000) $22,193 Shares 176,525 Est. Cost $77.84 Unrealized +53.5%
CRM SALESFORCE INC 0.9%
Value ($000) $22,001 Shares 65,807 Est. Cost $221.64 Unrealized +42.9%
APO APOLLO GLOBAL MGMT INC 0.9%
Value ($000) $21,973 Shares 133,043 Est. Cost $85.57 Unrealized +82.3%
AVGO BROADCOM INC 0.9%
Value ($000) $21,062 Shares 90,849 Est. Cost $149.35 Unrealized +22.4%
AVDE AMERICAN CENTY ETF TR 0.9%
Value ($000) $20,448 Shares 333,186 Est. Cost $58.68 Unrealized
QYLD GLOBAL X FDS 0.8%
Value ($000) $20,085 Shares 1,102,385 Est. Cost $17.69 Unrealized
SPYM SPDR SER TR 0.8%
Value ($000) $19,851 Shares 287,952 Est. Cost $64.89 Unrealized
XOM EXXON MOBIL CORP 0.8%
Value ($000) $19,648 Shares 182,657 Est. Cost $83.79 Unrealized +34.1%
XYLD GLOBAL X FDS 0.8%
Value ($000) $19,156 Shares 457,194 Est. Cost $40.59 Unrealized
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $18,415 Shares 36,404 Est. Cost $500.09 Unrealized +10.6%
META META PLATFORMS INC 0.8%
Value ($000) $18,184 Shares 31,057 Est. Cost $384.08 Unrealized +52.2%
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $18,108 Shares 30,896 Est. Cost $484.72 Unrealized
OWL BLUE OWL CAPITAL INC 0.8%
Value ($000) $17,957 Shares 771,993 Est. Cost $15.15 Unrealized +51.1%
OKE ONEOK INC NEW 0.7%
Value ($000) $17,327 Shares 172,581 Est. Cost $60.57 Unrealized +59.9%
IDXX IDEXX LABS INC 0.7%
Value ($000) $16,552 Shares 40,035 Est. Cost $469.47 Unrealized -6.6%
MSCI MSCI INC 0.7%
Value ($000) $15,723 Shares 26,204 Est. Cost $503.30 Unrealized +17.6%
RYLD GLOBAL X FDS 0.6%
Value ($000) $15,408 Shares 942,986 Est. Cost $16.61 Unrealized
ADBE ADOBE INC 0.6%
Value ($000) $15,040 Shares 33,821 Est. Cost $572.67 Unrealized -13.5%
JCPB J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $14,687 Shares 318,801 Est. Cost $47.26 Unrealized
IXUS ISHARES TR 0.6%
Value ($000) $14,613 Shares 220,938 Est. Cost $66.50 Unrealized
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $14,336 Shares 27,225 Est. Cost $394.23 Unrealized +30.6%
MCD MCDONALDS CORP 0.6%
Value ($000) $14,218 Shares 49,047 Est. Cost $261.22 Unrealized +11.1%
WFC WELLS FARGO CO NEW 0.6%
Value ($000) $14,105 Shares 200,816 Est. Cost $41.45 Unrealized +60.9%
IWP ISHARES TR 0.6%
Value ($000) $14,010 Shares 110,529 Est. Cost $131.93 Unrealized
IWS ISHARES TR 0.6%
Value ($000) $13,522 Shares 104,548 Est. Cost $87.24 Unrealized
V VISA INC 0.6%
Value ($000) $13,427 Shares 42,486 Est. Cost $236.08 Unrealized +26.4%
QUAL ISHARES TR 0.6%
Value ($000) $13,213 Shares 74,195 Est. Cost $121.39 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.5%
Value ($000) $12,873 Shares 197,806 Est. Cost $61.06 Unrealized
MRK MERCK & CO INC 0.5%
Value ($000) $12,733 Shares 127,991 Est. Cost $101.65 Unrealized -2.9%
ABBV ABBVIE INC 0.5%
Value ($000) $12,270 Shares 69,050 Est. Cost $139.73 Unrealized +27.0%
VYMI VANGUARD WHITEHALL FDS 0.5%
Value ($000) $12,104 Shares 178,322 Est. Cost $67.75 Unrealized
PSX PHILLIPS 66 0.5%
Value ($000) $11,781 Shares 103,407 Est. Cost $110.00 Unrealized +10.9%
PAYC PAYCOM SOFTWARE INC 0.5%
Value ($000) $11,574 Shares 56,467 Est. Cost $207.95 Unrealized -2.8%
IVLU ISHARES TR 0.5%
Value ($000) $11,349 Shares 418,645 Est. Cost $25.60 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP 0.5%
Value ($000) $11,100 Shares 215,793 Est. Cost $59.88 Unrealized
AVUV AMERICAN CENTY ETF TR 0.5%
Value ($000) $11,083 Shares 114,811 Est. Cost $74.65 Unrealized
AOM ISHARES TR 0.5%
Value ($000) $11,064 Shares 254,693 Est. Cost $43.13 Unrealized
LLY ELI LILLY & CO 0.5%
Value ($000) $11,009 Shares 14,261 Est. Cost $749.91 Unrealized +9.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $10,996 Shares 24,258 Est. Cost $341.66 Unrealized +35.1%
QQQ INVESCO QQQ TR 0.4%
Value ($000) $10,716 Shares 20,962 Est. Cost $359.86 Unrealized
SCHW SCHWAB CHARLES CORP 0.4%
Value ($000) $10,144 Shares 137,065 Est. Cost $62.13 Unrealized +18.8%
TMUS T-MOBILE US INC 0.4%
Value ($000) $9,971 Shares 45,175 Est. Cost $147.85 Unrealized +51.1%
JEPQ J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $9,883 Shares 175,290 Est. Cost $51.71 Unrealized
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $9,050 Shares 126,244 Est. Cost $64.23 Unrealized +16.8%
IEMG ISHARES INC 0.4%
Value ($000) $9,038 Shares 173,074 Est. Cost $51.39 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.4%
Value ($000) $9,016 Shares 287,496 Est. Cost $27.61 Unrealized
DKNG DRAFTKINGS INC NEW 0.4%
Value ($000) $8,998 Shares 241,872 Est. Cost $32.45 Unrealized +22.3%
DHI D R HORTON INC 0.4%
Value ($000) $8,892 Shares 63,598 Est. Cost $125.34 Unrealized +31.6%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $8,450 Shares 17,389 Est. Cost $437.70 Unrealized +20.4%
GOOG ALPHABET INC 0.3%
Value ($000) $8,340 Shares 43,792 Est. Cost $132.99 Unrealized +32.1%
DELL DELL TECHNOLOGIES INC 0.3%
Value ($000) $8,268 Shares 71,747 Est. Cost $85.33 Unrealized +44.3%
USFR WISDOMTREE TR 0.3%
Value ($000) $7,947 Shares 157,920 Est. Cost $50.31 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P 0.3%
Value ($000) $7,946 Shares 214,246 Est. Cost $31.01 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $7,824 Shares 34,636 Est. Cost $178.04 Unrealized +14.4%
PWR QUANTA SVCS INC 0.3%
Value ($000) $7,635 Shares 24,156 Est. Cost $313.66 Unrealized +2.4%
ACEL ACCEL ENTERTAINMENT INC 0.3%
Value ($000) $7,622 Shares 713,699 Est. Cost $8.99 Unrealized +27.1%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $7,615 Shares 8,311 Est. Cost $522.64 Unrealized +76.5%
HELO J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $7,606 Shares 122,606 Est. Cost $56.47 Unrealized
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $7,560 Shares 41,547 Est. Cost $164.23 Unrealized +15.0%
BAC BANK AMERICA CORP 0.3%
Value ($000) $7,557 Shares 171,956 Est. Cost $29.34 Unrealized +45.9%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $7,550 Shares 52,205 Est. Cost $145.36 Unrealized +2.9%
TXRH TEXAS ROADHOUSE INC 0.3%
Value ($000) $7,235 Shares 40,096 Est. Cost $103.94 Unrealized +77.9%
ENB ENBRIDGE INC 0.3%
Value ($000) $7,128 Shares 167,992 Est. Cost $38.97 Unrealized +0.6%
STZ CONSTELLATION BRANDS INC 0.3%
Value ($000) $7,043 Shares 31,870 Est. Cost $228.12 Unrealized +1.4%
BSCR INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $6,844 Shares 351,357 Est. Cost $19.67 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $6,586 Shares 338,937 Est. Cost $20.25 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $6,582 Shares 318,736 Est. Cost $21.30 Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $6,576 Shares 326,688 Est. Cost $20.07 Unrealized
PRU PRUDENTIAL FINL INC 0.3%
Value ($000) $6,576 Shares 55,481 Est. Cost $86.96 Unrealized +34.2%
CNQ CANADIAN NAT RES LTD 0.3%
Value ($000) $6,551 Shares 212,213 Est. Cost $33.08 Unrealized -1.8%
GNRC GENERAC HLDGS INC 0.3%
Value ($000) $6,443 Shares 41,555 Est. Cost $110.50 Unrealized +56.3%
HD HOME DEPOT INC 0.3%
Value ($000) $6,442 Shares 16,562 Est. Cost $304.46 Unrealized +30.5%
BSCT INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $6,438 Shares 351,044 Est. Cost $18.46 Unrealized
WMB WILLIAMS COS INC 0.3%
Value ($000) $6,429 Shares 118,786 Est. Cost $32.16 Unrealized +60.8%
OGE OGE ENERGY CORP 0.3%
Value ($000) $6,363 Shares 154,246 Est. Cost $34.53 Unrealized +20.6%
MELI MERCADOLIBRE INC 0.3%
Value ($000) $6,290 Shares 3,699 Est. Cost $1466.95 Unrealized +32.7%
AZN ASTRAZENECA PLC 0.3%
Value ($000) $6,161 Shares 94,039 Est. Cost $70.23 Unrealized
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $5,950 Shares 36,319 Est. Cost $144.83 Unrealized +18.0%
PLD PROLOGIS INC. 0.2%
Value ($000) $5,851 Shares 55,358 Est. Cost $111.82 Unrealized -1.5%
KLAC KLA CORP 0.2%
Value ($000) $5,844 Shares 9,275 Est. Cost $508.90 Unrealized +31.5%
NVO NOVO-NORDISK A S 0.2%
Value ($000) $5,477 Shares 63,668 Est. Cost $124.43 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $5,286 Shares 36,492 Est. Cost $128.13 Unrealized +13.6%
BSJS INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $5,283 Shares 243,668 Est. Cost $21.62 Unrealized
STWD STARWOOD PPTY TR INC 0.2%
Value ($000) $5,232 Shares 276,082 Est. Cost $20.80 Unrealized
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $5,224 Shares 18,728 Est. Cost $200.09 Unrealized +35.7%
BIV VANGUARD BD INDEX FDS 0.2%
Value ($000) $5,007 Shares 67,000 Est. Cost $74.73 Unrealized
PH PARKER-HANNIFIN CORP 0.2%
Value ($000) $4,960 Shares 7,798 Est. Cost $553.06 Unrealized +18.5%
IWM ISHARES TR 0.2%
Value ($000) $4,930 Shares 22,311 Est. Cost $194.34 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $4,470 Shares 22,828 Est. Cost $163.23 Unrealized
MUB ISHARES TR 0.2%
Value ($000) $4,445 Shares 41,719 Est. Cost $107.55 Unrealized
EVRG EVERGY INC 0.2%
Value ($000) $4,413 Shares 71,694 Est. Cost $45.92 Unrealized +28.8%
NOW SERVICENOW INC 0.2%
Value ($000) $4,344 Shares 4,098 Est. Cost $132.02 Unrealized +53.4%
IVV ISHARES TR 0.2%
Value ($000) $4,195 Shares 7,127 Est. Cost $515.92 Unrealized
BSJQ INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $4,177 Shares 179,449 Est. Cost $23.09 Unrealized
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $4,129 Shares 22,513 Est. Cost $177.20 Unrealized +11.9%
DIS DISNEY WALT CO 0.2%
Value ($000) $4,039 Shares 36,276 Est. Cost $97.40 Unrealized +6.3%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $3,859 Shares 23,019 Est. Cost $142.77 Unrealized +16.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $3,814 Shares 19,314 Est. Cost $123.87 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $3,755 Shares 6,558 Est. Cost $343.85 Unrealized +58.5%
AGNC AGNC INVT CORP 0.2%
Value ($000) $3,604 Shares 391,329 Est. Cost $11.83 Unrealized
ONON ON HLDG AG 0.1%
Value ($000) $3,544 Shares 64,710 Est. Cost $29.85 Unrealized +77.5%
ENLINK MIDSTREAM LLC 0.1%
Value ($000) $3,481 Shares 246,000 Est. Cost $12.16 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $3,345 Shares 29,570 Est. Cost $104.46 Unrealized +8.5%
PEP PEPSICO INC 0.1%
Value ($000) $3,331 Shares 21,908 Est. Cost $158.20 Unrealized -1.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $3,250 Shares 32,774 Est. Cost $100.27 Unrealized +2.0%
BA BOEING CO 0.1%
Value ($000) $3,208 Shares 18,126 Est. Cost $213.29 Unrealized -26.4%
KO COCA COLA CO 0.1%
Value ($000) $3,122 Shares 50,146 Est. Cost $54.59 Unrealized +15.6%
ORCL ORACLE CORP 0.1%
Value ($000) $3,075 Shares 18,456 Est. Cost $135.38 Unrealized +29.9%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $2,928 Shares 58,412 Est. Cost $50.49 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $2,891 Shares 25,089 Est. Cost $104.46 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value ($000) $2,783 Shares 142,043 Est. Cost $18.73 Unrealized
SMG SCOTTS MIRACLE-GRO CO 0.1%
Value ($000) $2,736 Shares 41,249 Est. Cost $48.99 Unrealized +52.0%
CSCO CISCO SYS INC 0.1%
Value ($000) $2,722 Shares 45,982 Est. Cost $46.43 Unrealized +19.3%
BIP BROOKFIELD INFRAST PARTNERS 0.1%
Value ($000) $2,699 Shares 84,889 Est. Cost $31.42 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $2,580 Shares 29,181 Est. Cost $81.08 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $2,547 Shares 2,857 Est. Cost $41.68 Unrealized +97.5%
JVAL J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $2,449 Shares 56,693 Est. Cost $36.56 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $2,448 Shares 13,055 Est. Cost $183.62 Unrealized +5.2%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $2,401 Shares 19,881 Est. Cost $133.48 Unrealized +7.8%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $2,399 Shares 13,930 Est. Cost $119.65 Unrealized +38.4%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $2,397 Shares 39,759 Est. Cost $58.24 Unrealized +3.5%
VRP INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $2,366 Shares 97,818 Est. Cost $24.75 Unrealized
GTO INVESCO ACTIVELY MANAGED EXC 0.1%
Value ($000) $2,345 Shares 50,549 Est. Cost $52.97 Unrealized
TXT TEXTRON INC 0.1%
Value ($000) $2,297 Shares 30,026 Est. Cost $87.08 Unrealized -3.9%
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $2,234 Shares 27,826 Est. Cost $79.70 Unrealized
RJF RAYMOND JAMES FINL INC 0.1%
Value ($000) $2,204 Shares 14,186 Est. Cost $131.52 Unrealized +13.0%
IWB ISHARES TR 0.1%
Value ($000) $2,177 Shares 6,757 Est. Cost $259.50 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $2,142 Shares 18,510 Est. Cost $83.60 Unrealized +41.5%
IWF ISHARES TR 0.1%
Value ($000) $2,127 Shares 5,297 Est. Cost $280.79 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value ($000) $2,049 Shares 5,966 Est. Cost $280.14 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $2,025 Shares 40,210 Est. Cost $50.30 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $2,013 Shares 12,378 Est. Cost $147.99 Unrealized +21.1%
BX BLACKSTONE INC 0.1%
Value ($000) $2,000 Shares 11,601 Est. Cost $118.52 Unrealized +42.4%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $1,913 Shares 14,997 Est. Cost $115.57 Unrealized
JPIE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,892 Shares 41,480 Est. Cost $45.77 Unrealized
CGBL CAPITAL GROUP CORE BALANCED 0.1%
Value ($000) $1,890 Shares 60,449 Est. Cost $31.23 Unrealized
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $1,881 Shares 17,021 Est. Cost $102.84 Unrealized 0.0%
PFE PFIZER INC 0.1%
Value ($000) $1,875 Shares 70,676 Est. Cost $27.27 Unrealized -7.9%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $1,862 Shares 5,443 Est. Cost $289.63 Unrealized +14.8%
SNEX STONEX GROUP INC 0.1%
Value ($000) $1,837 Shares 18,750 Est. Cost $42.73 Unrealized +47.4%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $1,808 Shares 55,255 Est. Cost $43.19 Unrealized -15.6%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $1,754 Shares 3,079 Est. Cost $563.99 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,728 Shares 39,233 Est. Cost $41.84 Unrealized
MKTX MARKETAXESS HLDGS INC 0.1%
Value ($000) $1,696 Shares 7,503 Est. Cost $233.72 Unrealized +10.2%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,689 Shares 74,420 Est. Cost $31.21 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $1,683 Shares 48,670 Est. Cost $27.32 Unrealized
BLACKROCK CORPOR HI YLD FD I 0.1%
Value ($000) $1,647 Shares 167,871 Est. Cost $9.90 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $1,640 Shares 3,854 Est. Cost $363.00 Unrealized
JD JD.COM INC 0.1%
Value ($000) $1,572 Shares 45,342 Est. Cost $28.97 Unrealized
DKS DICKS SPORTING GOODS INC 0.1%
Value ($000) $1,526 Shares 6,670 Est. Cost $204.10 Unrealized 0.0%
IWM ISHARES TR 0.1%
Value ($000) $1,520 Shares 25,200 Est. Cost $194.34 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,501 Shares 16,445 Est. Cost $90.65 Unrealized +3.6%
SNOW SNOWFLAKE INC 0.1%
Value ($000) $1,486 Shares 9,622 Est. Cost $128.81 Unrealized +9.3%
QCOM QUALCOMM INC 0.1%
Value ($000) $1,478 Shares 9,621 Est. Cost $118.19 Unrealized +35.0%
UNP UNION PAC CORP 0.1%
Value ($000) $1,474 Shares 6,464 Est. Cost $211.92 Unrealized +8.6%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $1,466 Shares 38,511 Est. Cost $37.61 Unrealized +17.1%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $1,435 Shares 16,925 Est. Cost $82.59 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,407 Shares 8,500 Est. Cost $484.72 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $1,398 Shares 12,974 Est. Cost $90.20 Unrealized +20.6%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,387 Shares 6,309 Est. Cost $145.01 Unrealized +49.2%
MDT MEDTRONIC PLC 0.1%
Value ($000) $1,371 Shares 17,160 Est. Cost $79.46 Unrealized +5.5%
BSCU INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $1,332 Shares 81,387 Est. Cost $16.45 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $1,310 Shares 7,857 Est. Cost $110.38 Unrealized +60.5%
WES WESTERN MIDSTREAM PARTNERS L 0.1%
Value ($000) $1,299 Shares 33,800 Est. Cost $37.99 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $1,292 Shares 27,017 Est. Cost $47.35 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1,287 Shares 32,181 Est. Cost $34.15 Unrealized +15.4%
BSJP INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $1,275 Shares 55,286 Est. Cost $23.02 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $1,274 Shares 3,512 Est. Cost $270.99 Unrealized +40.9%
BSCV INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $1,246 Shares 77,646 Est. Cost $16.17 Unrealized
MPLX MPLX LP 0.1%
Value ($000) $1,225 Shares 25,601 Est. Cost $46.67 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $1,221 Shares 20,435 Est. Cost $64.17 Unrealized -0.9%
VONV VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,195 Shares 14,703 Est. Cost $66.81 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $1,184 Shares 8,488 Est. Cost $151.82 Unrealized -2.0%
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $1,171 Shares 68,582 Est. Cost $16.12 Unrealized
BSCW INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $1,161 Shares 57,748 Est. Cost $20.30 Unrealized
GMED GLOBUS MED INC 0.0%
Value ($000) $1,157 Shares 13,987 Est. Cost $78.87 Unrealized 0.0%
BSCX INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $1,136 Shares 55,085 Est. Cost $20.90 Unrealized
IRM IRON MTN INC DEL 0.0%
Value ($000) $1,115 Shares 10,610 Est. Cost $52.76 Unrealized +113.8%
AVUS AMERICAN CENTY ETF TR 0.0%
Value ($000) $1,079 Shares 11,136 Est. Cost $64.89 Unrealized
BSJR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $1,076 Shares 48,040 Est. Cost $22.25 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $1,074 Shares 49,070 Est. Cost $15.78 Unrealized +22.8%
MO ALTRIA GROUP INC 0.0%
Value ($000) $1,072 Shares 20,510 Est. Cost $39.51 Unrealized +23.6%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $1,067 Shares 38,954 Est. Cost $16.31 Unrealized +52.6%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $1,063 Shares 8,112 Est. Cost $117.99 Unrealized +10.3%
IGIB ISHARES TR 0.0%
Value ($000) $1,060 Shares 20,578 Est. Cost $51.51 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $1,057 Shares 15,022 Est. Cost $49.16 Unrealized +33.0%
IWD ISHARES TR 0.0%
Value ($000) $1,039 Shares 5,612 Est. Cost $164.78 Unrealized
T AT&T INC 0.0%
Value ($000) $1,034 Shares 45,390 Est. Cost $17.52 Unrealized +22.8%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $1,005 Shares 39,200 Est. Cost $96.91 Unrealized +42.2%
XYZ BLOCK INC 0.0%
Value ($000) $1,002 Shares 11,791 Est. Cost $61.35 Unrealized +33.7%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $994 Shares 36,392 Est. Cost $45.34 Unrealized
CC CHEMOURS CO 0.0%
Value ($000) $984 Shares 58,250 Est. Cost $19.28 Unrealized -3.5%
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $984 Shares 16,796 Est. Cost $47.33 Unrealized +12.6%
D DOMINION ENERGY INC 0.0%
Value ($000) $971 Shares 18,027 Est. Cost $42.34 Unrealized +27.6%
IEF ISHARES TR 0.0%
Value ($000) $961 Shares 10,396 Est. Cost $92.45 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $950 Shares 16,798 Est. Cost $49.35 Unrealized +6.5%
URI UNITED RENTALS INC 0.0%
Value ($000) $948 Shares 1,346 Est. Cost $727.06 Unrealized +10.7%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $945 Shares 40,747 Est. Cost $27.67 Unrealized
AM ANTERO MIDSTREAM CORP 0.0%
Value ($000) $912 Shares 60,465 Est. Cost $11.78 Unrealized +20.6%
IGLB ISHARES TR 0.0%
Value ($000) $909 Shares 18,400 Est. Cost $49.40 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $903 Shares 10,973 Est. Cost $72.26 Unrealized +17.0%
PIMCO DYNAMIC INCOME FD 0.0%
Value ($000) $895 Shares 48,782 Est. Cost $17.89 Unrealized
IUSB ISHARES TR 0.0%
Value ($000) $881 Shares 19,495 Est. Cost $50.10 Unrealized
INVESCO MUN OPPORTUNITY TR 0.0%
Value ($000) $876 Shares 90,170 Est. Cost $11.70 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $867 Shares 11,467 Est. Cost $38.73 Unrealized +50.4%
AI C3 AI INC 0.0%
Value ($000) $862 Shares 25,037 Est. Cost $27.78 Unrealized +11.8%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $861 Shares 11,967 Est. Cost $74.08 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $854 Shares 6,090 Est. Cost $110.25 Unrealized +24.6%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $853 Shares 35,000 Est. Cost $359.86 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $839 Shares 2,386 Est. Cost $344.41 Unrealized +3.0%
MMIT NEW YORK LIFE INVTS ACTIVE E 0.0%
Value ($000) $839 Shares 34,952 Est. Cost $23.80 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $837 Shares 3,483 Est. Cost $227.14 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $835 Shares 1,807 Est. Cost $468.46 Unrealized 0.0%
VALE VALE S A 0.0%
Value ($000) $828 Shares 93,310 Est. Cost $11.41 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $822 Shares 9,217 Est. Cost $86.46 Unrealized +9.6%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $818 Shares 1,993 Est. Cost $331.74 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $810 Shares 19,368 Est. Cost $41.15 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $805 Shares 4,978 Est. Cost $149.15 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $801 Shares 15,108 Est. Cost $35.47 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $794 Shares 4,177 Est. Cost $171.41 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $786 Shares 3,893 Est. Cost $167.99 Unrealized +25.7%
DHR DANAHER CORPORATION 0.0%
Value ($000) $782 Shares 3,407 Est. Cost $243.79 Unrealized +0.1%
SHEL SHELL PLC 0.0%
Value ($000) $772 Shares 12,326 Est. Cost $64.22 Unrealized
SPYG SPDR SER TR 0.0%
Value ($000) $757 Shares 8,616 Est. Cost $71.62 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $755 Shares 15,273 Est. Cost $56.90 Unrealized -13.5%
IVW ISHARES TR 0.0%
Value ($000) $750 Shares 7,384 Est. Cost $84.09 Unrealized
SIXG ETF SER SOLUTIONS 0.0%
Value ($000) $743 Shares 15,594 Est. Cost $33.04 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $742 Shares 2,500 Est. Cost $210.53 Unrealized +34.7%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $735 Shares 1,566 Est. Cost $452.05 Unrealized +9.1%
AVGE AMERICAN CENTY ETF TR 0.0%
Value ($000) $721 Shares 9,969 Est. Cost $65.14 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $712 Shares 9,316 Est. Cost $69.38 Unrealized +6.6%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $712 Shares 6,059 Est. Cost $97.52 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $710 Shares 3,721 Est. Cost $176.48 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $710 Shares 3,077 Est. Cost $190.01 Unrealized +14.8%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $698 Shares 3,247 Est. Cost $177.52 Unrealized +14.4%
BUG GLOBAL X FDS 0.0%
Value ($000) $692 Shares 21,555 Est. Cost $25.03 Unrealized
BN BROOKFIELD CORP 0.0%
Value ($000) $689 Shares 12,001 Est. Cost $37.41 Unrealized 0.0%
GLD SPDR GOLD TR 0.0%
Value ($000) $687 Shares 2,836 Est. Cost $220.76 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $683 Shares 5,657 Est. Cost $100.68 Unrealized +16.9%
BSJT INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $683 Shares 31,927 Est. Cost $21.31 Unrealized
DE DEERE & CO 0.0%
Value ($000) $683 Shares 1,611 Est. Cost $367.91 Unrealized +12.5%
MTDR MATADOR RES CO 0.0%
Value ($000) $681 Shares 12,108 Est. Cost $59.44 Unrealized -7.4%
PFF ISHARES TR 0.0%
Value ($000) $679 Shares 21,600 Est. Cost $33.10 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $678 Shares 7,911 Est. Cost $84.23 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $677 Shares 36,578 Est. Cost $23.84 Unrealized
PIMCO INCOME STRATEGY FD II 0.0%
Value ($000) $674 Shares 90,512 Est. Cost $7.14 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $672 Shares 5,329 Est. Cost $134.64 Unrealized -9.1%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $672 Shares 1,080 Est. Cost $413.33 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $669 Shares 3,582 Est. Cost $142.28 Unrealized +32.4%
IEFA ISHARES TR 0.0%
Value ($000) $668 Shares 9,501 Est. Cost $71.60 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $668 Shares 2,012 Est. Cost $274.07 Unrealized +26.6%
DVY ISHARES TR 0.0%
Value ($000) $667 Shares 5,083 Est. Cost $107.91 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $666 Shares 2,698 Est. Cost $219.29 Unrealized +19.3%
ITOT ISHARES TR 0.0%
Value ($000) $658 Shares 5,115 Est. Cost $92.76 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $654 Shares 7,657 Est. Cost $76.43 Unrealized +9.8%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $653 Shares 11,380 Est. Cost $57.82 Unrealized
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $649 Shares 17,082 Est. Cost $42.52 Unrealized 0.0%
BF/A BROWN FORMAN CORP 0.0%
Value ($000) $648 Shares 17,200 Est. Cost $41.80 Unrealized 0.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $639 Shares 14,240 Est. Cost $65.30 Unrealized -17.8%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $637 Shares 7,568 Est. Cost $100.12 Unrealized +1.1%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $637 Shares 24,628 Est. Cost $33.68 Unrealized
SKYT SKYWATER TECHNOLOGY INC 0.0%
Value ($000) $635 Shares 46,000 Est. Cost $9.74 Unrealized +1.9%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $631 Shares 5,764 Est. Cost $98.31 Unrealized +15.6%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $631 Shares 1,266 Est. Cost $404.20 Unrealized +24.5%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $621 Shares 8,144 Est. Cost $30.03 Unrealized +12.7%
DGRO ISHARES TR 0.0%
Value ($000) $614 Shares 10,009 Est. Cost $58.58 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $612 Shares 2,414 Est. Cost $236.08 Unrealized +9.0%
CI THE CIGNA GROUP 0.0%
Value ($000) $612 Shares 2,216 Est. Cost $290.17 Unrealized +7.3%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $608 Shares 5,054 Est. Cost $88.10 Unrealized +36.9%
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $608 Shares 25,674 Est. Cost $31.95 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $608 Shares 6,272 Est. Cost $105.11 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $607 Shares 7,586 Est. Cost $74.50 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $606 Shares 3,457 Est. Cost $176.60 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $598 Shares 2,573 Est. Cost $176.62 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $597 Shares 7,657 Est. Cost $76.26 Unrealized
MKL MARKEL GROUP INC 0.0%
Value ($000) $587 Shares 340 Est. Cost $1659.34 Unrealized 0.0%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $584 Shares 2,351 Est. Cost $253.86 Unrealized 0.0%
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $579 Shares 4,863 Est. Cost $97.44 Unrealized
BROS DUTCH BROS INC 0.0%
Value ($000) $576 Shares 11,000 Est. Cost $27.50 Unrealized +60.5%
GEV GE VERNOVA INC 0.0%
Value ($000) $563 Shares 1,711 Est. Cost $165.02 Unrealized +89.0%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $560 Shares 2,824 Est. Cost $169.34 Unrealized
CPAY CORPAY INC 0.0%
Value ($000) $559 Shares 1,652 Est. Cost $314.18 Unrealized +11.9%
BOTZ GLOBAL X FDS 0.0%
Value ($000) $553 Shares 17,311 Est. Cost $30.93 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $543 Shares 29,692 Est. Cost $19.36 Unrealized
SPYV SPDR SER TR 0.0%
Value ($000) $543 Shares 10,610 Est. Cost $45.57 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $543 Shares 2,082 Est. Cost $263.69 Unrealized +8.5%
ONEQ FIDELITY COMWLTH TR 0.0%
Value ($000) $538 Shares 7,075 Est. Cost $56.01 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $538 Shares 2,245 Est. Cost $225.02 Unrealized +3.1%
EPR PPTYS 0.0%
Value ($000) $537 Shares 25,812 Est. Cost $18.96 Unrealized
OC OWENS CORNING NEW 0.0%
Value ($000) $531 Shares 3,120 Est. Cost $177.40 Unrealized +5.3%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $530 Shares 5,815 Est. Cost $96.16 Unrealized +2.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $529 Shares 2,007 Est. Cost $253.65 Unrealized +11.2%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $503 Shares 5,538 Est. Cost $71.12 Unrealized +30.9%
EOG EOG RES INC 0.0%
Value ($000) $502 Shares 4,092 Est. Cost $88.52 Unrealized +39.3%
MCK MCKESSON CORP 0.0%
Value ($000) $494 Shares 867 Est. Cost $509.10 Unrealized +9.5%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $486 Shares 1,914 Est. Cost $198.88 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $482 Shares 926 Est. Cost $546.22 Unrealized +0.2%
INTC INTEL CORP 0.0%
Value ($000) $480 Shares 23,927 Est. Cost $33.84 Unrealized -33.4%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $476 Shares 4,136 Est. Cost $113.71 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $472 Shares 16,936 Est. Cost $37.19 Unrealized
IPAY AMPLIFY ETF TR 0.0%
Value ($000) $470 Shares 8,105 Est. Cost $46.78 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $469 Shares 7,770 Est. Cost $70.49 Unrealized +1.3%
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $460 Shares 15,100 Est. Cost $36.35 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $459 Shares 29,775 Est. Cost $7.87 Unrealized +65.0%
NUE NUCOR CORP 0.0%
Value ($000) $456 Shares 3,905 Est. Cost $146.81 Unrealized -4.0%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $452 Shares 1,875 Est. Cost $167.97 Unrealized +45.8%
CMI CUMMINS INC 0.0%
Value ($000) $445 Shares 1,276 Est. Cost $265.41 Unrealized +29.4%
EPR PPTYS 0.0%
Value ($000) $444 Shares 16,308 Est. Cost $27.06 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $444 Shares 1,531 Est. Cost $304.00 Unrealized 0.0%
NERD LISTED FD TR 0.0%
Value ($000) $440 Shares 22,279 Est. Cost $27.43 Unrealized
CPB THE CAMPBELLS COMPANY 0.0%
Value ($000) $431 Shares 10,300 Est. Cost $38.09 Unrealized +13.5%
AON AON PLC 0.0%
Value ($000) $426 Shares 1,185 Est. Cost $365.26 Unrealized 0.0%
KR KROGER CO 0.0%
Value ($000) $421 Shares 6,884 Est. Cost $48.91 Unrealized +17.2%
BXMT BLACKSTONE MTG TR INC 0.0%
Value ($000) $420 Shares 24,128 Est. Cost $21.27 Unrealized
TFLO ISHARES TR 0.0%
Value ($000) $419 Shares 8,306 Est. Cost $50.58 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $417 Shares 2,349 Est. Cost $137.14 Unrealized +24.8%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $415 Shares 804 Est. Cost $563.61 Unrealized 0.0%
O REALTY INCOME CORP 0.0%
Value ($000) $413 Shares 7,727 Est. Cost $51.71 Unrealized +5.4%
SDY SPDR SER TR 0.0%
Value ($000) $412 Shares 3,116 Est. Cost $142.04 Unrealized
MARA MARA HOLDINGS INC 0.0%
Value ($000) $411 Shares 24,526 Est. Cost $21.01 Unrealized -3.7%
KNTK KINETIK HOLDINGS INC 0.0%
Value ($000) $410 Shares 7,233 Est. Cost $37.70 Unrealized +43.4%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $409 Shares 1,365 Est. Cost $247.60 Unrealized +27.6%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $409 Shares 2,292 Est. Cost $111.12 Unrealized +53.6%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $407 Shares 1,389 Est. Cost $237.95 Unrealized +21.0%
WDAY WORKDAY INC 0.0%
Value ($000) $406 Shares 1,573 Est. Cost $236.39 Unrealized +8.1%
TSN TYSON FOODS INC 0.0%
Value ($000) $400 Shares 6,959 Est. Cost $47.78 Unrealized +21.5%
PPG PPG INDS INC 0.0%
Value ($000) $395 Shares 3,305 Est. Cost $121.53 Unrealized 0.0%
MCO MOODYS CORP 0.0%
Value ($000) $394 Shares 832 Est. Cost $473.16 Unrealized 0.0%
GLW CORNING INC 0.0%
Value ($000) $392 Shares 8,247 Est. Cost $42.49 Unrealized +9.1%
BSJU INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $386 Shares 15,018 Est. Cost $25.33 Unrealized
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $384 Shares 35,413 Est. Cost $10.88 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $383 Shares 4,289 Est. Cost $77.11 Unrealized +14.2%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $381 Shares 18,773 Est. Cost $17.67 Unrealized +14.1%
IBB ISHARES TR 0.0%
Value ($000) $380 Shares 2,877 Est. Cost $134.96 Unrealized
SLYV SPDR SER TR 0.0%
Value ($000) $374 Shares 4,289 Est. Cost $82.97 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $371 Shares 2,813 Est. Cost $118.33 Unrealized
AOR ISHARES TR 0.0%
Value ($000) $366 Shares 6,383 Est. Cost $57.32 Unrealized
SPTM SPDR SER TR 0.0%
Value ($000) $365 Shares 5,111 Est. Cost $50.43 Unrealized
OUNZ VANECK MERK GOLD ETF 0.0%
Value ($000) $364 Shares 14,398 Est. Cost $21.48 Unrealized
IDRV ISHARES TR 0.0%
Value ($000) $363 Shares 12,431 Est. Cost $41.25 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $362 Shares 3,743 Est. Cost $100.95 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $356 Shares 5,719 Est. Cost $86.70 Unrealized
CALM CAL MAINE FOODS INC 0.0%
Value ($000) $355 Shares 3,450 Est. Cost $49.65 Unrealized +72.1%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $352 Shares 5,160 Est. Cost $55.49 Unrealized +34.1%
BLK BLACKROCK INC 0.0%
Value ($000) $351 Shares 343 Est. Cost $991.05 Unrealized 0.0%
CGGO CAPITAL GROUP GBL GROWTH EQT 0.0%
Value ($000) $351 Shares 12,015 Est. Cost $30.15 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $351 Shares 2,861 Est. Cost $129.58 Unrealized -0.3%
ABNB AIRBNB INC 0.0%
Value ($000) $348 Shares 2,645 Est. Cost $120.35 Unrealized +11.9%
IWN ISHARES TR 0.0%
Value ($000) $347 Shares 2,111 Est. Cost $160.75 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $346 Shares 5,131 Est. Cost $59.09 Unrealized +9.0%
BXSL BLACKSTONE SECD LENDING FD 0.0%
Value ($000) $346 Shares 10,700 Est. Cost $26.61 Unrealized +3.2%
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $344 Shares 3,300 Est. Cost $104.30 Unrealized
BIDU BAIDU INC 0.0%
Value ($000) $343 Shares 4,068 Est. Cost $114.14 Unrealized
QDTE ROUNDHILL ETF TRUST 0.0%
Value ($000) $339 Shares 8,463 Est. Cost $42.67 Unrealized
MGV VANGUARD WORLD FD 0.0%
Value ($000) $338 Shares 2,704 Est. Cost $111.64 Unrealized
DOW DOW INC 0.0%
Value ($000) $337 Shares 8,405 Est. Cost $45.99 Unrealized -6.6%
CTVA CORTEVA INC 0.0%
Value ($000) $333 Shares 5,842 Est. Cost $53.91 Unrealized +8.4%
UNILEVER PLC 0.0%
Value ($000) $332 Shares 5,857 Est. Cost $50.91 Unrealized
BMA BANCO MACRO SA 0.0%
Value ($000) $326 Shares 3,370 Est. Cost $96.76 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $326 Shares 1,140 Est. Cost $278.15 Unrealized -0.7%
VLUE ISHARES TR 0.0%
Value ($000) $325 Shares 3,081 Est. Cost $100.44 Unrealized
RGTI RIGETTI COMPUTING INC 0.0%
Value ($000) $325 Shares 21,300 Est. Cost $3.73 Unrealized 0.0%
EFA ISHARES TR 0.0%
Value ($000) $325 Shares 4,298 Est. Cost $75.58 Unrealized
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value ($000) $322 Shares 40,906 Est. Cost $6.83 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $321 Shares 7,391 Est. Cost $42.32 Unrealized 0.0%
QUBT QUANTUM COMPUTING INC 0.0%
Value ($000) $319 Shares 19,300 Est. Cost $5.49 Unrealized 0.0%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $318 Shares 1,203 Est. Cost $219.70 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $315 Shares 4,260 Est. Cost $74.02 Unrealized
NKE NIKE INC 0.0%
Value ($000) $314 Shares 4,153 Est. Cost $94.02 Unrealized -18.6%
EBAY EBAY INC. 0.0%
Value ($000) $312 Shares 5,037 Est. Cost $50.90 Unrealized +22.6%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $308 Shares 62 Est. Cost $4764.13 Unrealized 0.0%
FENI FIDELITY COVINGTON TRUST 0.0%
Value ($000) $308 Shares 11,175 Est. Cost $28.55 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $306 Shares 11,985 Est. Cost $22.83 Unrealized +4.8%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $304 Shares 8,109 Est. Cost $37.75 Unrealized +5.9%
HYG ISHARES TR 0.0%
Value ($000) $304 Shares 3,868 Est. Cost $78.65 Unrealized
NDSN NORDSON CORP 0.0%
Value ($000) $302 Shares 1,444 Est. Cost $227.14 Unrealized +6.8%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $300 Shares 521 Est. Cost $399.79 Unrealized +51.1%
DON WISDOMTREE TR 0.0%
Value ($000) $299 Shares 5,866 Est. Cost $40.98 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $298 Shares 5,065 Est. Cost $58.10 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $298 Shares 2,300 Est. Cost $341.66 Unrealized +35.1%
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $298 Shares 8,964 Est. Cost $33.63 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $297 Shares 10,735 Est. Cost $44.78 Unrealized
APA APA CORPORATION 0.0%
Value ($000) $297 Shares 12,842 Est. Cost $29.86 Unrealized -25.8%
NOG NORTHERN OIL & GAS INC 0.0%
Value ($000) $296 Shares 7,957 Est. Cost $39.19 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $295 Shares 2,700 Est. Cost $145.01 Unrealized +49.2%
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $295 Shares 2,853 Est. Cost $87.96 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $294 Shares 424 Est. Cost $713.16 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $293 Shares 3,013 Est. Cost $97.32 Unrealized
BTAL AGF INVTS TR 0.0%
Value ($000) $292 Shares 15,818 Est. Cost $16.95 Unrealized
AROC ARCHROCK INC 0.0%
Value ($000) $292 Shares 11,740 Est. Cost $22.21 Unrealized 0.0%
BBAR BANCO BBVA ARGENTINA S A 0.0%
Value ($000) $292 Shares 15,318 Est. Cost $12.96 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $288 Shares 4,435 Est. Cost $60.06 Unrealized 0.0%
ICLN ISHARES TR 0.0%
Value ($000) $288 Shares 25,273 Est. Cost $20.91 Unrealized
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $286 Shares 9,856 Est. Cost $27.83 Unrealized
IDNA ISHARES TR 0.0%
Value ($000) $286 Shares 12,622 Est. Cost $43.42 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $286 Shares 3,097 Est. Cost $82.71 Unrealized +12.6%
CSX CSX CORP 0.0%
Value ($000) $285 Shares 8,842 Est. Cost $31.69 Unrealized +6.3%
IAU ISHARES GOLD TR 0.0%
Value ($000) $284 Shares 5,740 Est. Cost $45.16 Unrealized
KEY KEYCORP 0.0%
Value ($000) $284 Shares 16,547 Est. Cost $13.45 Unrealized +26.3%
TRGP TARGA RES CORP 0.0%
Value ($000) $282 Shares 1,582 Est. Cost $113.18 Unrealized +54.8%
CAVA CAVA GROUP INC 0.0%
Value ($000) $282 Shares 2,500 Est. Cost $77.20 Unrealized +72.7%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $281 Shares 8,360 Est. Cost $30.70 Unrealized +1.2%
F FORD MTR CO 0.0%
Value ($000) $276 Shares 27,905 Est. Cost $11.50 Unrealized -14.2%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $276 Shares 3,649 Est. Cost $75.69 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $274 Shares 4,300 Est. Cost $230.18 Unrealized +39.8%
NVDU DIREXION SHS ETF TR 0.0%
Value ($000) $271 Shares 2,900 Est. Cost $93.53 Unrealized
GABELLI EQUITY TR INC 0.0%
Value ($000) $270 Shares 50,203 Est. Cost $5.41 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $269 Shares 1,988 Est. Cost $140.09 Unrealized -2.4%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $265 Shares 3,779 Est. Cost $70.00 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $263 Shares 8,842 Est. Cost $41.62 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $262 Shares 1,128 Est. Cost $196.96 Unrealized +11.5%
WWJD NORTHERN LTS FD TR IV 0.0%
Value ($000) $261 Shares 9,000 Est. Cost $29.53 Unrealized
TGTX TG THERAPEUTICS INC 0.0%
Value ($000) $261 Shares 8,661 Est. Cost $21.84 Unrealized +31.4%
IEI ISHARES TR 0.0%
Value ($000) $260 Shares 2,249 Est. Cost $115.26 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $258 Shares 1,793 Est. Cost $142.02 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $257 Shares 673 Est. Cost $326.48 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $256 Shares 1,141 Est. Cost $170.41 Unrealized
ALLIANCEBERNSTEIN NATL MUN I 0.0%
Value ($000) $256 Shares 23,546 Est. Cost $10.84 Unrealized
IAUM ISHARES GOLD TR 0.0%
Value ($000) $256 Shares 9,777 Est. Cost $26.17 Unrealized
PHM PULTE GROUP INC 0.0%
Value ($000) $251 Shares 2,307 Est. Cost $112.40 Unrealized +14.4%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $249 Shares 1,062 Est. Cost $248.46 Unrealized 0.0%
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $249 Shares 5,482 Est. Cost $46.43 Unrealized
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $247 Shares 589 Est. Cost $428.97 Unrealized 0.0%
FIDI FIDELITY COVINGTON TRUST 0.0%
Value ($000) $247 Shares 12,675 Est. Cost $20.92 Unrealized
RUM RUMBLE INC 0.0%
Value ($000) $247 Shares 23,900 Est. Cost $4.88 Unrealized +45.8%
BSJV INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $246 Shares 9,452 Est. Cost $26.05 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $246 Shares 9,882 Est. Cost $18.89 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value ($000) $245 Shares 695 Est. Cost $337.80 Unrealized +8.8%
U UNITY SOFTWARE INC 0.0%
Value ($000) $244 Shares 10,851 Est. Cost $31.04 Unrealized -28.4%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $244 Shares 2,636 Est. Cost $60.10 Unrealized +44.8%
EFV ISHARES TR 0.0%
Value ($000) $240 Shares 4,572 Est. Cost $52.47 Unrealized
BLACKROCK CORE BD TR 0.0%
Value ($000) $239 Shares 22,815 Est. Cost $10.80 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $238 Shares 1,922 Est. Cost $119.02 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $238 Shares 3,100 Est. Cost $75.52 Unrealized 0.0%
AAON AAON INC 0.0%
Value ($000) $237 Shares 2,016 Est. Cost $65.25 Unrealized +87.0%
BCS BARCLAYS PLC 0.0%
Value ($000) $237 Shares 17,826 Est. Cost $9.89 Unrealized
TRP TC ENERGY CORP 0.0%
Value ($000) $236 Shares 5,080 Est. Cost $45.56 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $236 Shares 1,040 Est. Cost $225.20 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $236 Shares 4,000 Est. Cost $85.33 Unrealized +44.3%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $235 Shares 4,437 Est. Cost $50.64 Unrealized +9.4%
BANK MONTREAL MEDIUM 0.0%
Value ($000) $234 Shares 17,500 Est. Cost $13.38 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $234 Shares 967 Est. Cost $245.07 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $234 Shares 4,890 Est. Cost $46.63 Unrealized 0.0%
MOAT VANECK ETF TRUST 0.0%
Value ($000) $234 Shares 2,522 Est. Cost $75.41 Unrealized
DBA INVESCO DB MULTI-SECTOR COMM 0.0%
Value ($000) $234 Shares 8,783 Est. Cost $23.80 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $232 Shares 1,075 Est. Cost $215.49 Unrealized
INVH INVITATION HOMES INC 0.0%
Value ($000) $230 Shares 7,194 Est. Cost $31.86 Unrealized 0.0%
JNK SPDR SER TR 0.0%
Value ($000) $230 Shares 2,404 Est. Cost $94.27 Unrealized
HUBS HUBSPOT INC 0.0%
Value ($000) $229 Shares 329 Est. Cost $642.90 Unrealized 0.0%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $229 Shares 5,700 Est. Cost $91.66 Unrealized +1.9%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $228 Shares 2,953 Est. Cost $77.28 Unrealized
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value ($000) $228 Shares 2,036 Est. Cost $104.86 Unrealized +2.0%
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $228 Shares 1,989 Est. Cost $114.47 Unrealized
REXR REXFORD INDL RLTY INC 0.0%
Value ($000) $226 Shares 5,855 Est. Cost $38.66 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $224 Shares 536 Est. Cost $448.71 Unrealized 0.0%
ZTS ZOETIS INC 0.0%
Value ($000) $224 Shares 1,373 Est. Cost $175.10 Unrealized +0.7%
KMX CARMAX INC 0.0%
Value ($000) $223 Shares 2,724 Est. Cost $78.54 Unrealized 0.0%
FSK FS KKR CAP CORP 0.0%
Value ($000) $222 Shares 10,200 Est. Cost $17.57 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $220 Shares 1,995 Est. Cost $92.47 Unrealized 0.0%
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $220 Shares 6,399 Est. Cost $34.92 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $220 Shares 2,610 Est. Cost $84.15 Unrealized
ITGR INTEGER HLDGS CORP 0.0%
Value ($000) $219 Shares 1,653 Est. Cost $133.36 Unrealized 0.0%
INTU INTUIT 0.0%
Value ($000) $217 Shares 345 Est. Cost $551.81 Unrealized +15.0%
JHMM JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $216 Shares 3,611 Est. Cost $59.73 Unrealized
SIVR ABRDN SILVER ETF TRUST 0.0%
Value ($000) $216 Shares 7,820 Est. Cost $27.57 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $215 Shares 1,563 Est. Cost $137.58 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $215 Shares 1,000 Est. Cost $221.64 Unrealized +42.9%
CLS CELESTICA INC 0.0%
Value ($000) $214 Shares 2,322 Est. Cost $78.23 Unrealized 0.0%
CWEN/A CLEARWAY ENERGY INC 0.0%
Value ($000) $214 Shares 8,753 Est. Cost $23.47 Unrealized +2.8%
DBEF DBX ETF TR 0.0%
Value ($000) $214 Shares 5,157 Est. Cost $41.40 Unrealized
ZS ZSCALER INC 0.0%
Value ($000) $213 Shares 1,181 Est. Cost $184.64 Unrealized +4.8%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $213 Shares 12,204 Est. Cost $14.38 Unrealized 0.0%
MET METLIFE INC 0.0%
Value ($000) $212 Shares 2,592 Est. Cost $80.65 Unrealized 0.0%
DMLP DORCHESTER MINERALS LP 0.0%
Value ($000) $212 Shares 6,360 Est. Cost $33.33 Unrealized
FV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $211 Shares 3,577 Est. Cost $37.51 Unrealized
AOA ISHARES TR 0.0%
Value ($000) $209 Shares 2,733 Est. Cost $73.87 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $209 Shares 7,840 Est. Cost $26.63 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $208 Shares 3,825 Est. Cost $54.50 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $208 Shares 753 Est. Cost $253.57 Unrealized +11.0%
RBLX ROBLOX CORP 0.0%
Value ($000) $208 Shares 3,587 Est. Cost $50.32 Unrealized 0.0%
CROX CROCS INC 0.0%
Value ($000) $206 Shares 1,879 Est. Cost $96.47 Unrealized +20.6%
IOT SAMSARA INC 0.0%
Value ($000) $205 Shares 4,703 Est. Cost $49.20 Unrealized 0.0%
SONY SONY GROUP CORP 0.0%
Value ($000) $205 Shares 9,671 Est. Cost $21.16 Unrealized
CF CF INDS HLDGS INC 0.0%
Value ($000) $204 Shares 2,395 Est. Cost $84.24 Unrealized 0.0%
WESTERN ASSET MUN HIGH INCOM 0.0%
Value ($000) $204 Shares 30,000 Est. Cost $6.42 Unrealized
SPMD SPDR SER TR 0.0%
Value ($000) $203 Shares 3,716 Est. Cost $54.69 Unrealized
MUNI PIMCO ETF TR 0.0%
Value ($000) $200 Shares 3,868 Est. Cost $52.06 Unrealized
NWG NATWEST GROUP PLC 0.0%
Value ($000) $200 Shares 19,657 Est. Cost $7.38 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $198 Shares 1,800 Est. Cost $123.87 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $193 Shares 5,022 Est. Cost $40.51 Unrealized 0.0%
LLY ELI LILLY & CO 0.0%
Value ($000) $183 Shares 1,400 Est. Cost $749.91 Unrealized +9.5%
ASML ASML HOLDING N V 0.0%
Value ($000) $179 Shares 700 Est. Cost $713.16 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $175 Shares 15,000 Est. Cost $11.45 Unrealized
SLVP ISHARES INC 0.0%
Value ($000) $174 Shares 15,068 Est. Cost $11.61 Unrealized
ADMA ADMA BIOLOGICS INC 0.0%
Value ($000) $173 Shares 10,112 Est. Cost $5.47 Unrealized +244.2%
UAA UNDER ARMOUR INC 0.0%
Value ($000) $167 Shares 20,121 Est. Cost $7.89 Unrealized +15.8%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $162 Shares 19,275 Est. Cost $8.20 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $155 Shares 1,455 Est. Cost $97.26 Unrealized 0.0%
AAPL APPLE INC 0.0%
Value ($000) $153 Shares 21,200 Est. Cost $167.17 Unrealized +40.3%
BLACKROCK CAP ALLOCATION TER 0.0%
Value ($000) $152 Shares 10,000 Est. Cost $16.66 Unrealized
NGL NGL ENERGY PARTNERS LP 0.0%
Value ($000) $150 Shares 30,000 Est. Cost $5.57 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $145 Shares 600 Est. Cost $375.07 Unrealized +3.3%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $144 Shares 6,000 Est. Cost $70.49 Unrealized +1.3%
ORCL ORACLE CORP 0.0%
Value ($000) $144 Shares 2,000 Est. Cost $135.38 Unrealized +29.9%
PUTNAM MASTER INTER INCOME T 0.0%
Value ($000) $134 Shares 41,257 Est. Cost $3.18 Unrealized
OPRA OPERA LTD 0.0%
Value ($000) $133 Shares 7,000 Est. Cost $15.45 Unrealized
PBR PETROLEO BRASILEIRO SA PETRO 0.0%
Value ($000) $129 Shares 10,003 Est. Cost $14.41 Unrealized
AMRX AMNEAL PHARMACEUTICALS INC 0.0%
Value ($000) $127 Shares 16,044 Est. Cost $4.67 Unrealized +79.5%
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $126 Shares 3,000 Est. Cost $134.81 Unrealized +123.2%
AMZN AMAZON COM INC 0.0%
Value ($000) $125 Shares 900 Est. Cost $140.78 Unrealized +45.3%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $123 Shares 3,700 Est. Cost $62.13 Unrealized +18.8%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $121 Shares 1,530 Est. Cost $68.96 Unrealized +14.9%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $119 Shares 700 Est. Cost $393.53 Unrealized 0.0%
RIOT RIOT PLATFORMS INC 0.0%
Value ($000) $118 Shares 11,550 Est. Cost $10.89 Unrealized 0.0%
LAES SEALSQ CORP 0.0%
Value ($000) $115 Shares 18,650 Est. Cost $1.27 Unrealized 0.0%
MORT VANECK ETF TRUST 0.0%
Value ($000) $113 Shares 10,645 Est. Cost $11.29 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $112 Shares 5,500 Est. Cost $230.18 Unrealized +39.8%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $108 Shares 2,900 Est. Cost $68.96 Unrealized +14.9%
QBTS D-WAVE QUANTUM INC 0.0%
Value ($000) $105 Shares 12,500 Est. Cost $2.99 Unrealized 0.0%
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $105 Shares 362 Est. Cost $134.81 Unrealized +123.2%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $103 Shares 279 Est. Cost $393.53 Unrealized 0.0%
CX CEMEX SAB DE CV 0.0%
Value ($000) $102 Shares 18,012 Est. Cost $7.93 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $99 Shares 7,460 Est. Cost $11.51 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $97 Shares 1,200 Est. Cost $164.23 Unrealized +15.0%
GOOGL ALPHABET INC 0.0%
Value ($000) $92 Shares 900 Est. Cost $131.58 Unrealized +32.3%
GENI GENIUS SPORTS LIMITED 0.0%
Value ($000) $86 Shares 13,700 Est. Cost $8.35 Unrealized 0.0%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $85 Shares 10,018 Est. Cost $8.87 Unrealized
MSFT MICROSOFT CORP 0.0%
Value ($000) $84 Shares 3,100 Est. Cost $334.00 Unrealized +26.5%
TKC TURKCELL ILETISIM HIZMETLERI 0.0%
Value ($000) $82 Shares 12,612 Est. Cost $7.49 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $79 Shares 13,500 Est. Cost $36.35 Unrealized 0.0%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $79 Shares 181 Est. Cost $375.07 Unrealized +3.3%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $75 Shares 4,000 Est. Cost $40.51 Unrealized 0.0%
ABEV AMBEV SA 0.0%
Value ($000) $74 Shares 40,204 Est. Cost $2.08 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $69 Shares 300 Est. Cost $384.08 Unrealized +52.2%
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $68 Shares 24,890 Est. Cost $2.54 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $65 Shares 12,613 Est. Cost $6.32 Unrealized -16.9%
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $65 Shares 525 Est. Cost $123.36 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $64 Shares 600 Est. Cost $167.17 Unrealized +40.3%
LUCID GROUP INC 0.0%
Value ($000) $63 Shares 20,837 Est. Cost $4.06 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $58 Shares 2,300 Est. Cost $124.43 Unrealized
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $53 Shares 613 Est. Cost $91.66 Unrealized +1.9%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $47 Shares 2,200 Est. Cost $49.35 Unrealized +6.5%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $47 Shares 200 Est. Cost $326.48 Unrealized 0.0%
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $47 Shares 10,267 Est. Cost $4.56 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $45 Shares 11,369 Est. Cost $4.91 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $44 Shares 200 Est. Cost $289.63 Unrealized +14.8%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $39 Shares 300 Est. Cost $253.65 Unrealized +11.2%
OPRA OPERA LTD 0.0%
Value ($000) $35 Shares 5,000 Est. Cost $15.45 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $32 Shares 700 Est. Cost $97.40 Unrealized +6.3%
NKE NIKE INC 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $94.02 Unrealized -18.6%
ZS ZSCALER INC 0.0%
Value ($000) $29 Shares 400 Est. Cost $184.64 Unrealized +4.8%
UGP ULTRAPAR PARTICIPACOES SA 0.0%
Value ($000) $28 Shares 10,615 Est. Cost $5.12 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $25 Shares 500 Est. Cost $83.60 Unrealized +41.5%
BBDO BANCO BRADESCO S A 0.0%
Value ($000) $25 Shares 14,039 Est. Cost $1.79 Unrealized
BA BOEING CO 0.0%
Value ($000) $20 Shares 200 Est. Cost $213.29 Unrealized -26.4%
INVZ INNOVIZ TECHNOLOGIES LTD 0.0%
Value ($000) $20 Shares 15,000 Est. Cost Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $19 Shares 300 Est. Cost $118.19 Unrealized +35.0%
RGTI RIGETTI COMPUTING INC 0.0%
Value ($000) $19 Shares 2,400 Est. Cost $3.73 Unrealized 0.0%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $18 Shares 3,000 Est. Cost $11.51 Unrealized 0.0%
AVGO BROADCOM INC 0.0%
Value ($000) $15 Shares 100 Est. Cost $149.35 Unrealized +22.4%
GENI GENIUS SPORTS LIMITED 0.0%
Value ($000) $13 Shares 1,500 Est. Cost $8.35 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $12 Shares 7,500 Est. Cost $1466.95 Unrealized +32.7%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $10 Shares 200 Est. Cost $176.60 Unrealized
OCGN OCUGEN INC 0.0%
Value ($000) $10 Shares 11,964 Est. Cost $0.88 Unrealized +3.7%
MCD MCDONALDS CORP 0.0%
Value ($000) $9 Shares 100 Est. Cost $261.22 Unrealized +11.1%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $9 Shares 300 Est. Cost $82.59 Unrealized
GME GAMESTOP CORP NEW 0.0%
Value ($000) $8 Shares 10,000 Est. Cost $25.65 Unrealized 0.0%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $4 Shares 1,800 Est. Cost $32.45 Unrealized +22.3%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $35.47 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $38.73 Unrealized +50.4%
RUM RUMBLE INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $4.88 Unrealized +45.8%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 2,500 Est. Cost $92.47 Unrealized 0.0%
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $1 Shares 25,000 Est. Cost $123.36 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $1 Shares 100,000 Est. Cost $97.26 Unrealized 0.0%
AI C3 AI INC 0.0%
Value ($000) $1 Shares 10,000 Est. Cost $27.78 Unrealized +11.8%
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $1 Shares 7,000 Est. Cost $134.81 Unrealized +123.2%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $0 Shares 5,000 Est. Cost $128.81 Unrealized +9.3%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $0 Shares 2,500 Est. Cost $344.41 Unrealized +3.0%
GME GAMESTOP CORP NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost $25.65 Unrealized 0.0%