Robertson Stephens Wealth Management, LLC Diversified Active

CIK: 0001767307 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 17, 2025

Total Value ($000): $2,908,699 (100.0% shares, 0.0% debt)

Holdings (544)

VOO VANGUARD INDEX FDS 6.7%
Value ($000) $194,819 Shares 379,096 Est. Cost $403.59 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 4.4%
Value ($000) $128,988 Shares 664,918 Est. Cost $193.34 Unrealized
IVV ISHARES TR 4.2%
Value ($000) $122,166 Shares 217,416 Est. Cost $426.92 Unrealized
SPY SPDR S&P 500 ETF TR 4.0%
Value ($000) $115,514 Shares 206,500 Est. Cost $431.41 Unrealized
SPY SPDR S&P 500 ETF TR 3.9%
Value ($000) $114,731 Shares 205,100 Est. Cost $431.41 Unrealized
APP APPLOVIN CORP 3.7%
Value ($000) $106,799 Shares 403,061 Est. Cost $48.70 Unrealized +607.6%
AAPL APPLE INC 3.3%
Value ($000) $96,157 Shares 432,884 Est. Cost $133.00 Unrealized +73.5%
VEA VANGUARD TAX-MANAGED FDS 3.2%
Value ($000) $91,856 Shares 1,807,128 Est. Cost $48.44 Unrealized
IEMG ISHARES INC 2.5%
Value ($000) $71,307 Shares 1,321,205 Est. Cost $52.85 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 2.4%
Value ($000) $69,390 Shares 848,701 Est. Cost $82.82 Unrealized
SPY SPDR S&P 500 ETF TR 1.7%
Value ($000) $48,938 Shares 87,222 Est. Cost $431.41 Unrealized
MSFT MICROSOFT CORP 1.6%
Value ($000) $46,811 Shares 124,700 Est. Cost $258.57 Unrealized +56.7%
VTI VANGUARD INDEX FDS 1.4%
Value ($000) $40,090 Shares 145,865 Est. Cost $239.24 Unrealized
AGG ISHARES TR 1.3%
Value ($000) $37,360 Shares 377,680 Est. Cost $99.11 Unrealized
IWF ISHARES TR 1.2%
Value ($000) $34,580 Shares 95,766 Est. Cost $248.67 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value ($000) $30,652 Shares 57,553 Est. Cost $361.06 Unrealized +34.6%
GSUS GOLDMAN SACHS ETF TR 1.0%
Value ($000) $30,027 Shares 390,464 Est. Cost $77.10 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 1.0%
Value ($000) $28,882 Shares 486,226 Est. Cost $59.34 Unrealized
BBUS J P MORGAN EXCHANGE TRADED F 1.0%
Value ($000) $27,806 Shares 275,608 Est. Cost $104.09 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.9%
Value ($000) $27,358 Shares 157,931 Est. Cost $168.29 Unrealized
IWB ISHARES TR 0.9%
Value ($000) $27,024 Shares 88,101 Est. Cost $249.01 Unrealized
AMZN AMAZON COM INC 0.9%
Value ($000) $26,874 Shares 141,249 Est. Cost $134.92 Unrealized +60.8%
DFAC DIMENSIONAL ETF TRUST 0.9%
Value ($000) $25,399 Shares 769,895 Est. Cost $26.39 Unrealized
VTV VANGUARD INDEX FDS 0.8%
Value ($000) $22,976 Shares 133,006 Est. Cost $167.82 Unrealized
GBIL GOLDMAN SACHS ETF TR 0.8%
Value ($000) $22,604 Shares 225,631 Est. Cost $100.11 Unrealized
XLK SELECT SECTOR SPDR TR 0.8%
Value ($000) $21,820 Shares 105,677 Est. Cost $138.25 Unrealized
IEFA ISHARES TR 0.7%
Value ($000) $21,636 Shares 285,903 Est. Cost $74.42 Unrealized
XLC SELECT SECTOR SPDR TR 0.7%
Value ($000) $20,004 Shares 207,407 Est. Cost $83.38 Unrealized
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $19,987 Shares 21,132 Est. Cost $820.76 Unrealized +18.3%
VGT VANGUARD WORLD FD 0.7%
Value ($000) $19,077 Shares 35,172 Est. Cost $557.85 Unrealized
EFV ISHARES TR 0.6%
Value ($000) $18,742 Shares 317,977 Est. Cost $56.81 Unrealized
ITOT ISHARES TR 0.6%
Value ($000) $17,860 Shares 146,383 Est. Cost $114.58 Unrealized
STNC HENNESSY FDS TR 0.6%
Value ($000) $17,773 Shares 596,038 Est. Cost $25.24 Unrealized
QQQ INVESCO QQQ TR 0.6%
Value ($000) $17,536 Shares 37,340 Est. Cost $400.35 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $15,820 Shares 225,319 Est. Cost $70.21 Unrealized
GOOG ALPHABET INC 0.5%
Value ($000) $15,439 Shares 98,824 Est. Cost $112.87 Unrealized +61.7%
GLD SPDR GOLD TR 0.5%
Value ($000) $15,299 Shares 53,097 Est. Cost $277.46 Unrealized
PFF ISHARES TR 0.5%
Value ($000) $15,090 Shares 491,042 Est. Cost $33.20 Unrealized
VUG VANGUARD INDEX FDS 0.5%
Value ($000) $14,981 Shares 40,399 Est. Cost $220.63 Unrealized
SGOV ISHARES TR 0.5%
Value ($000) $14,491 Shares 143,945 Est. Cost $100.60 Unrealized
BGC BGC GROUP INC 0.5%
Value ($000) $14,152 Shares 1,543,263 Est. Cost $5.23 Unrealized +77.9%
XLF SELECT SECTOR SPDR TR 0.5%
Value ($000) $13,989 Shares 280,852 Est. Cost $42.14 Unrealized
XLV SELECT SECTOR SPDR TR 0.5%
Value ($000) $13,619 Shares 93,271 Est. Cost $130.13 Unrealized
USIG ISHARES TR 0.5%
Value ($000) $13,603 Shares 266,299 Est. Cost $52.56 Unrealized
IVW ISHARES TR 0.5%
Value ($000) $13,258 Shares 142,818 Est. Cost $73.44 Unrealized
SCHG SCHWAB STRATEGIC TR 0.4%
Value ($000) $12,860 Shares 513,572 Est. Cost $36.44 Unrealized
IEF ISHARES TR 0.4%
Value ($000) $12,630 Shares 132,427 Est. Cost $95.72 Unrealized
IJH ISHARES TR 0.4%
Value ($000) $12,480 Shares 213,886 Est. Cost $68.25 Unrealized
MOAT VANECK ETF TRUST 0.4%
Value ($000) $11,536 Shares 131,090 Est. Cost $96.11 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $11,163 Shares 72,186 Est. Cost $113.87 Unrealized +58.7%
MUB ISHARES TR 0.4%
Value ($000) $10,904 Shares 103,411 Est. Cost $106.23 Unrealized
VOT VANGUARD INDEX FDS 0.4%
Value ($000) $10,875 Shares 44,453 Est. Cost $243.50 Unrealized
OEF ISHARES TR 0.4%
Value ($000) $10,837 Shares 40,015 Est. Cost $238.22 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $10,775 Shares 144,202 Est. Cost $74.01 Unrealized
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $10,694 Shares 98,663 Est. Cost $97.71 Unrealized +29.7%
IWR ISHARES TR 0.4%
Value ($000) $10,388 Shares 122,112 Est. Cost $72.16 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.4%
Value ($000) $10,252 Shares 391,288 Est. Cost $22.52 Unrealized
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $10,126 Shares 41,279 Est. Cost $134.23 Unrealized +86.9%
IWM ISHARES TR 0.3%
Value ($000) $9,924 Shares 49,744 Est. Cost $215.42 Unrealized
V VISA INC 0.3%
Value ($000) $9,565 Shares 27,293 Est. Cost $214.31 Unrealized +56.9%
DFAT DIMENSIONAL ETF TRUST 0.3%
Value ($000) $9,500 Shares 184,499 Est. Cost $45.43 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $9,485 Shares 120,156 Est. Cost $77.14 Unrealized
VYM VANGUARD WHITEHALL FDS 0.3%
Value ($000) $8,898 Shares 69,000 Est. Cost $127.58 Unrealized
PAVE GLOBAL X FDS 0.3%
Value ($000) $8,814 Shares 233,614 Est. Cost $41.03 Unrealized
IVE ISHARES TR 0.3%
Value ($000) $8,769 Shares 46,009 Est. Cost $152.69 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $8,381 Shares 185,170 Est. Cost $47.40 Unrealized
IBDU ISHARES TR 0.3%
Value ($000) $8,312 Shares 359,346 Est. Cost $22.77 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $8,219 Shares 111,650 Est. Cost $62.53 Unrealized
FLTR VANECK ETF TRUST 0.3%
Value ($000) $8,143 Shares 318,722 Est. Cost $25.47 Unrealized
XLI SELECT SECTOR SPDR TR 0.3%
Value ($000) $8,057 Shares 61,473 Est. Cost $121.92 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value ($000) $8,041 Shares 36,261 Est. Cost $234.24 Unrealized
XLU SELECT SECTOR SPDR TR 0.3%
Value ($000) $7,667 Shares 97,237 Est. Cost $77.31 Unrealized
IJR ISHARES TR 0.3%
Value ($000) $7,624 Shares 72,905 Est. Cost $113.38 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.3%
Value ($000) $7,525 Shares 124,428 Est. Cost $51.90 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $7,523 Shares 20,527 Est. Cost $306.53 Unrealized +24.2%
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $7,352 Shares 90,025 Est. Cost $80.21 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $7,287 Shares 124,159 Est. Cost $58.06 Unrealized
VFH VANGUARD WORLD FD 0.2%
Value ($000) $7,135 Shares 59,722 Est. Cost $104.77 Unrealized
HEZU ISHARES TR 0.2%
Value ($000) $6,942 Shares 178,149 Est. Cost $29.32 Unrealized
WMT WALMART INC 0.2%
Value ($000) $6,938 Shares 78,816 Est. Cost $61.59 Unrealized +50.9%
VT VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $6,919 Shares 59,675 Est. Cost $113.24 Unrealized
GOVT ISHARES TR 0.2%
Value ($000) $6,829 Shares 297,125 Est. Cost $22.99 Unrealized
VBK VANGUARD INDEX FDS 0.2%
Value ($000) $6,710 Shares 26,650 Est. Cost $267.02 Unrealized
DGRO ISHARES TR 0.2%
Value ($000) $6,604 Shares 106,889 Est. Cost $60.28 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $6,487 Shares 6,956 Est. Cost $40.20 Unrealized +136.6%
UUUU ENERGY FUELS INC 0.2%
Value ($000) $6,477 Shares 1,736,441 Est. Cost $5.37 Unrealized -10.7%
EFA ISHARES TR 0.2%
Value ($000) $6,265 Shares 76,650 Est. Cost $79.71 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $6,252 Shares 29,841 Est. Cost $125.86 Unrealized +50.5%
SUSL ISHARES TR 0.2%
Value ($000) $6,238 Shares 65,107 Est. Cost $87.06 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVE 0.2%
Value ($000) $6,206 Shares 218,456 Est. Cost $26.57 Unrealized
QUAL ISHARES TR 0.2%
Value ($000) $6,203 Shares 36,299 Est. Cost $132.57 Unrealized
EAGG ISHARES TR 0.2%
Value ($000) $5,972 Shares 125,788 Est. Cost $46.53 Unrealized
IBTJ ISHARES TR 0.2%
Value ($000) $5,844 Shares 268,440 Est. Cost $21.51 Unrealized
VHT VANGUARD WORLD FD 0.2%
Value ($000) $5,711 Shares 21,572 Est. Cost $279.63 Unrealized
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $5,638 Shares 35,116 Est. Cost $167.67 Unrealized
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $5,619 Shares 260,980 Est. Cost $34.68 Unrealized
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $5,599 Shares 112,839 Est. Cost $50.24 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $5,589 Shares 7 Est. Cost $613908.70 Unrealized +18.8%
IUSV ISHARES TR 0.2%
Value ($000) $5,549 Shares 60,176 Est. Cost $83.64 Unrealized
ESGD ISHARES TR 0.2%
Value ($000) $5,530 Shares 67,697 Est. Cost $73.91 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.2%
Value ($000) $5,443 Shares 235,018 Est. Cost $36.70 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $5,294 Shares 16,053 Est. Cost $244.24 Unrealized +44.1%
BBEU J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $5,208 Shares 84,232 Est. Cost $61.83 Unrealized
SPYM SPDR SER TR 0.2%
Value ($000) $5,203 Shares 79,123 Est. Cost $66.02 Unrealized
EWS ISHARES INC 0.2%
Value ($000) $5,153 Shares 216,897 Est. Cost $22.54 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $4,935 Shares 5,975 Est. Cost $491.94 Unrealized +68.0%
HYG ISHARES TR 0.2%
Value ($000) $4,785 Shares 60,649 Est. Cost $78.66 Unrealized
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $4,684 Shares 50,984 Est. Cost $114.35 Unrealized -12.0%
VNM VANECK ETF TRUST 0.2%
Value ($000) $4,670 Shares 374,226 Est. Cost $12.48 Unrealized
AIQ GLOBAL X FDS 0.2%
Value ($000) $4,653 Shares 127,908 Est. Cost $35.94 Unrealized
FISV FISERV INC 0.2%
Value ($000) $4,635 Shares 20,987 Est. Cost $104.82 Unrealized +108.9%
SPTL SPDR SER TR 0.2%
Value ($000) $4,481 Shares 164,375 Est. Cost $28.97 Unrealized
UNITED STATES STL CORP NEW 0.2%
Value ($000) $4,369 Shares 103,382 Est. Cost $42.26 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $4,346 Shares 247,094 Est. Cost $18.10 Unrealized
MINT PIMCO ETF TR 0.1%
Value ($000) $4,315 Shares 42,883 Est. Cost $100.68 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $4,306 Shares 7,470 Est. Cost $340.14 Unrealized +89.1%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $4,303 Shares 25,948 Est. Cost $140.42 Unrealized +8.6%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $4,253 Shares 152,107 Est. Cost $41.98 Unrealized
DYNF BLACKROCK ETF TRUST 0.1%
Value ($000) $4,188 Shares 85,882 Est. Cost $46.00 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $4,166 Shares 24,884 Est. Cost $151.24 Unrealized +38.7%
PFFD GLOBAL X FDS 0.1%
Value ($000) $4,137 Shares 217,270 Est. Cost $20.78 Unrealized
ICSH ISHARES TR 0.1%
Value ($000) $4,118 Shares 81,220 Est. Cost $50.72 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $4,096 Shares 81,571 Est. Cost $61.41 Unrealized -11.4%
AA ALCOA CORP 0.1%
Value ($000) $4,041 Shares 132,479 Est. Cost $34.60 Unrealized 0.0%
SUSA ISHARES TR 0.1%
Value ($000) $3,955 Shares 34,429 Est. Cost $93.16 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $3,952 Shares 7,545 Est. Cost $426.08 Unrealized +17.2%
NMRK NEWMARK GROUP INC 0.1%
Value ($000) $3,946 Shares 324,208 Est. Cost $8.68 Unrealized +52.6%
PEP PEPSICO INC 0.1%
Value ($000) $3,759 Shares 25,067 Est. Cost $139.23 Unrealized +3.1%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $3,730 Shares 18,888 Est. Cost $163.75 Unrealized
IXUS ISHARES TR 0.1%
Value ($000) $3,709 Shares 53,129 Est. Cost $59.81 Unrealized
TCHP T ROWE PRICE ETF INC 0.1%
Value ($000) $3,667 Shares 96,278 Est. Cost $34.70 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $3,665 Shares 30,818 Est. Cost $65.39 Unrealized +64.0%
IEI ISHARES TR 0.1%
Value ($000) $3,610 Shares 30,560 Est. Cost $118.14 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $3,605 Shares 63,089 Est. Cost $55.75 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $3,549 Shares 13,692 Est. Cost $234.51 Unrealized +42.1%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $3,546 Shares 49,393 Est. Cost $46.35 Unrealized +59.0%
SCHY SCHWAB STRATEGIC TR 0.1%
Value ($000) $3,528 Shares 139,000 Est. Cost $23.98 Unrealized
IUSB ISHARES TR 0.1%
Value ($000) $3,526 Shares 76,516 Est. Cost $46.38 Unrealized
BLK BLACKROCK INC 0.1%
Value ($000) $3,503 Shares 3,700 Est. Cost $991.05 Unrealized -2.9%
RTX RTX CORPORATION 0.1%
Value ($000) $3,477 Shares 26,248 Est. Cost $79.41 Unrealized +57.1%
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $3,402 Shares 46,944 Est. Cost $77.16 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $3,397 Shares 13,662 Est. Cost $117.34 Unrealized +104.0%
CSCO CISCO SYS INC 0.1%
Value ($000) $3,355 Shares 54,360 Est. Cost $47.45 Unrealized +26.6%
GSAT GLOBALSTAR INC 0.1%
Value ($000) $3,352 Shares 160,695 Est. Cost $24.21 Unrealized 0.0%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $3,335 Shares 7,928 Est. Cost $356.51 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $3,273 Shares 27,858 Est. Cost $117.25 Unrealized
DISCOVER FINL SVCS 0.1%
Value ($000) $3,268 Shares 19,145 Est. Cost $115.55 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $3,268 Shares 15,915 Est. Cost $260.48 Unrealized -16.7%
BFST BUSINESS FIRST BANCSHARES IN 0.1%
Value ($000) $3,257 Shares 133,761 Est. Cost $22.93 Unrealized +9.7%
MRK MERCK & CO INC 0.1%
Value ($000) $3,210 Shares 35,446 Est. Cost $81.06 Unrealized +11.2%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $3,202 Shares 34,268 Est. Cost $72.60 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $3,190 Shares 6,405 Est. Cost $535.48 Unrealized +0.8%
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $3,155 Shares 60,937 Est. Cost $52.78 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $3,141 Shares 10,056 Est. Cost $247.48 Unrealized +18.4%
IGSB ISHARES TR 0.1%
Value ($000) $3,121 Shares 59,587 Est. Cost $51.24 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $3,089 Shares 18,464 Est. Cost $108.23 Unrealized +39.0%
IPAC ISHARES TR 0.1%
Value ($000) $2,871 Shares 46,121 Est. Cost $64.05 Unrealized
EFG ISHARES TR 0.1%
Value ($000) $2,792 Shares 27,924 Est. Cost $94.82 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $2,783 Shares 20,983 Est. Cost $111.01 Unrealized +13.0%
USMV ISHARES TR 0.1%
Value ($000) $2,766 Shares 29,536 Est. Cost $81.26 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $2,743 Shares 2,900 Est. Cost $820.76 Unrealized +18.3%
PROSHARES TR 0.1%
Value ($000) $2,698 Shares 69,509 Est. Cost $38.81 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $2,676 Shares 15,702 Est. Cost $137.24 Unrealized +19.5%
DBJP DBX ETF TR 0.1%
Value ($000) $2,675 Shares 36,005 Est. Cost $36.94 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $2,662 Shares 60,914 Est. Cost $40.51 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $2,649 Shares 64,289 Est. Cost $33.72 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.1%
Value ($000) $2,612 Shares 56,990 Est. Cost $46.78 Unrealized
NOBL PROSHARES TR 0.1%
Value ($000) $2,606 Shares 25,391 Est. Cost $106.68 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $2,601 Shares 36,639 Est. Cost $47.38 Unrealized +57.3%
GCOR GOLDMAN SACHS ETF TR 0.1%
Value ($000) $2,535 Shares 61,511 Est. Cost $41.10 Unrealized
JAAA JANUS DETROIT STR TR 0.1%
Value ($000) $2,533 Shares 49,949 Est. Cost $50.75 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $2,530 Shares 64,278 Est. Cost $32.67 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $2,514 Shares 4,947 Est. Cost $295.04 Unrealized +72.0%
BA BOEING CO 0.1%
Value ($000) $2,481 Shares 14,547 Est. Cost $221.46 Unrealized -21.8%
QCOM QUALCOMM INC 0.1%
Value ($000) $2,475 Shares 16,113 Est. Cost $139.93 Unrealized +14.1%
IAU ISHARES GOLD TR 0.1%
Value ($000) $2,441 Shares 41,395 Est. Cost $46.97 Unrealized
ESGE ISHARES INC 0.1%
Value ($000) $2,431 Shares 69,563 Est. Cost $32.30 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $2,403 Shares 9,290 Est. Cost $241.43 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value ($000) $2,390 Shares 7,736 Est. Cost $259.81 Unrealized
TCAF T ROWE PRICE ETF INC 0.1%
Value ($000) $2,362 Shares 73,160 Est. Cost $31.49 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $2,261 Shares 8,402 Est. Cost $191.41 Unrealized +52.8%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $2,240 Shares 9,677 Est. Cost $140.42 Unrealized +55.5%
RWM PROSHARES TR 0.1%
Value ($000) $2,240 Shares 107,226 Est. Cost $20.89 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $2,155 Shares 9,700 Est. Cost $133.00 Unrealized +73.5%
FLEX FLEX LTD 0.1%
Value ($000) $2,116 Shares 63,966 Est. Cost $17.04 Unrealized +129.9%
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $2,108 Shares 28,909 Est. Cost $74.98 Unrealized +4.2%
VIS VANGUARD WORLD FD 0.1%
Value ($000) $2,075 Shares 8,381 Est. Cost $192.46 Unrealized
MKC MCCORMICK & CO INC 0.1%
Value ($000) $2,032 Shares 24,682 Est. Cost $76.80 Unrealized -0.6%
ETN EATON CORP PLC 0.1%
Value ($000) $2,029 Shares 7,465 Est. Cost $202.47 Unrealized +52.4%
IYW ISHARES TR 0.1%
Value ($000) $2,026 Shares 14,425 Est. Cost $111.09 Unrealized
GENI GENIUS SPORTS LIMITED 0.1%
Value ($000) $2,016 Shares 201,414 Est. Cost $6.47 Unrealized +43.3%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $1,941 Shares 5,558 Est. Cost $311.04 Unrealized +11.9%
OMF ONEMAIN HLDGS INC 0.1%
Value ($000) $1,933 Shares 39,545 Est. Cost $46.42 Unrealized +14.3%
CRM SALESFORCE INC 0.1%
Value ($000) $1,930 Shares 7,193 Est. Cost $213.56 Unrealized +44.7%
UNP UNION PAC CORP 0.1%
Value ($000) $1,916 Shares 8,110 Est. Cost $216.39 Unrealized +8.9%
IBHH ISHARES TR 0.1%
Value ($000) $1,899 Shares 81,295 Est. Cost $23.30 Unrealized
EMB ISHARES TR 0.1%
Value ($000) $1,886 Shares 20,813 Est. Cost $88.90 Unrealized
ROST ROSS STORES INC 0.1%
Value ($000) $1,839 Shares 14,392 Est. Cost $87.56 Unrealized +58.2%
SMH VANECK ETF TRUST 0.1%
Value ($000) $1,813 Shares 8,574 Est. Cost $203.40 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.1%
Value ($000) $1,810 Shares 26,035 Est. Cost $35.66 Unrealized
LMNR LIMONEIRA CO 0.1%
Value ($000) $1,805 Shares 101,460 Est. Cost $20.97 Unrealized +1.7%
BAC BANK AMERICA CORP 0.1%
Value ($000) $1,803 Shares 43,209 Est. Cost $33.03 Unrealized +32.1%
IXN ISHARES TR 0.1%
Value ($000) $1,784 Shares 23,555 Est. Cost $80.57 Unrealized
EMNT PIMCO ETF TR 0.1%
Value ($000) $1,775 Shares 17,976 Est. Cost $98.72 Unrealized
TLT ISHARES TR 0.1%
Value ($000) $1,748 Shares 19,198 Est. Cost $93.63 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $1,744 Shares 12,984 Est. Cost $121.65 Unrealized
IEV ISHARES TR 0.1%
Value ($000) $1,727 Shares 29,673 Est. Cost $42.65 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,712 Shares 24,156 Est. Cost $66.91 Unrealized +2.6%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $1,698 Shares 5,440 Est. Cost $326.28 Unrealized +7.1%
ADBE ADOBE INC 0.1%
Value ($000) $1,689 Shares 4,403 Est. Cost $442.10 Unrealized -3.0%
DIS DISNEY WALT CO 0.1%
Value ($000) $1,688 Shares 17,099 Est. Cost $150.56 Unrealized -29.4%
TLH ISHARES TR 0.1%
Value ($000) $1,687 Shares 16,264 Est. Cost $104.85 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $1,597 Shares 13,113 Est. Cost $72.01 Unrealized +66.8%
IBIF ISHARES TR 0.1%
Value ($000) $1,592 Shares 60,307 Est. Cost $25.80 Unrealized
EG EVEREST GROUP LTD 0.1%
Value ($000) $1,585 Shares 4,362 Est. Cost $250.43 Unrealized +39.7%
VCLT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,584 Shares 20,860 Est. Cost $80.95 Unrealized
COIN COINBASE GLOBAL INC 0.1%
Value ($000) $1,569 Shares 9,111 Est. Cost $228.81 Unrealized +5.8%
MDB MONGODB INC 0.1%
Value ($000) $1,544 Shares 8,802 Est. Cost $328.41 Unrealized -25.8%
EWZ ISHARES INC 0.1%
Value ($000) $1,509 Shares 58,381 Est. Cost $25.85 Unrealized
REIT ALPS ETF TR 0.1%
Value ($000) $1,508 Shares 55,251 Est. Cost $27.66 Unrealized
IVLU ISHARES TR 0.1%
Value ($000) $1,497 Shares 49,398 Est. Cost $24.32 Unrealized
WMT WALMART INC 0.1%
Value ($000) $1,484 Shares 16,900 Est. Cost $61.59 Unrealized +50.9%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $1,437 Shares 19,567 Est. Cost $72.77 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $1,424 Shares 31,942 Est. Cost $45.49 Unrealized
VOX VANGUARD WORLD FD 0.0%
Value ($000) $1,417 Shares 9,546 Est. Cost $106.14 Unrealized
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $1,415 Shares 14,447 Est. Cost $81.51 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $1,411 Shares 38,227 Est. Cost $45.90 Unrealized -23.7%
EWC ISHARES INC 0.0%
Value ($000) $1,393 Shares 34,177 Est. Cost $28.52 Unrealized
SHY ISHARES TR 0.0%
Value ($000) $1,391 Shares 16,814 Est. Cost $82.50 Unrealized
OZ BELPOINTE PREP LLC 0.0%
Value ($000) $1,382 Shares 21,424 Est. Cost $65.40 Unrealized -2.1%
ECL ECOLAB INC 0.0%
Value ($000) $1,345 Shares 5,291 Est. Cost $215.66 Unrealized +15.7%
AMGN AMGEN INC 0.0%
Value ($000) $1,333 Shares 4,277 Est. Cost $213.31 Unrealized +34.7%
DWM WISDOMTREE TR 0.0%
Value ($000) $1,326 Shares 22,796 Est. Cost $55.30 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $1,317 Shares 6,999 Est. Cost $240.72 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $1,308 Shares 21,058 Est. Cost $58.36 Unrealized
ESGU ISHARES TR 0.0%
Value ($000) $1,286 Shares 10,547 Est. Cost $113.70 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $1,263 Shares 25,875 Est. Cost $48.82 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $1,253 Shares 2,285 Est. Cost $400.04 Unrealized +35.5%
DGRW WISDOMTREE TR 0.0%
Value ($000) $1,251 Shares 15,664 Est. Cost $76.72 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $1,249 Shares 6,702 Est. Cost $197.45 Unrealized
ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.0%
Value ($000) $1,248 Shares 167,936 Est. Cost $25.84 Unrealized -70.3%
SBUX STARBUCKS CORP 0.0%
Value ($000) $1,244 Shares 12,684 Est. Cost $89.21 Unrealized +13.2%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $1,220 Shares 4,075 Est. Cost $266.80 Unrealized +7.8%
EMXC ISHARES INC 0.0%
Value ($000) $1,216 Shares 22,077 Est. Cost $57.37 Unrealized
TMSL T ROWE PRICE ETF INC 0.0%
Value ($000) $1,215 Shares 39,855 Est. Cost $32.24 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQT 0.0%
Value ($000) $1,210 Shares 49,441 Est. Cost $25.86 Unrealized
EWU ISHARES TR 0.0%
Value ($000) $1,203 Shares 32,108 Est. Cost $31.71 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $1,196 Shares 2,750 Est. Cost $443.94 Unrealized -11.2%
MBB ISHARES TR 0.0%
Value ($000) $1,181 Shares 12,598 Est. Cost $92.74 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $1,167 Shares 19,241 Est. Cost $61.05 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $1,149 Shares 38,690 Est. Cost $25.22 Unrealized +20.3%
EPP ISHARES INC 0.0%
Value ($000) $1,139 Shares 25,834 Est. Cost $41.86 Unrealized
IT GARTNER INC 0.0%
Value ($000) $1,135 Shares 2,704 Est. Cost $423.04 Unrealized +16.5%
XSOE WISDOMTREE TR 0.0%
Value ($000) $1,134 Shares 36,733 Est. Cost $29.46 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $1,127 Shares 23,351 Est. Cost $43.17 Unrealized +0.2%
IHI ISHARES TR 0.0%
Value ($000) $1,126 Shares 18,704 Est. Cost $62.43 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $1,125 Shares 295 Est. Cost $2175.18 Unrealized +58.6%
KKR KKR & CO INC 0.0%
Value ($000) $1,087 Shares 9,402 Est. Cost $68.17 Unrealized +100.8%
IWO ISHARES TR 0.0%
Value ($000) $1,073 Shares 4,198 Est. Cost $284.07 Unrealized
INVX INNOVEX INTERNATIONAL INC 0.0%
Value ($000) $1,063 Shares 59,193 Est. Cost $16.99 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $1,057 Shares 2,367 Est. Cost $477.94 Unrealized -6.2%
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1,043 Shares 6,468 Est. Cost $109.93 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,042 Shares 47,204 Est. Cost $23.15 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $1,040 Shares 4,367 Est. Cost $198.55 Unrealized +35.7%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $1,034 Shares 30,296 Est. Cost $22.59 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $1,032 Shares 4,534 Est. Cost $159.18 Unrealized +56.2%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $1,027 Shares 2,073 Est. Cost $457.08 Unrealized +21.0%
GNMA ISHARES TR 0.0%
Value ($000) $1,021 Shares 23,259 Est. Cost $43.36 Unrealized
UNILEVER PLC 0.0%
Value ($000) $1,012 Shares 16,988 Est. Cost $55.68 Unrealized
AVUS AMERICAN CENTY ETF TR 0.0%
Value ($000) $1,006 Shares 10,893 Est. Cost $75.11 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $997 Shares 10,438 Est. Cost $41.48 Unrealized +162.7%
MRC GLOBAL INC 0.0%
Value ($000) $986 Shares 85,865 Est. Cost $12.76 Unrealized
BINC BLACKROCK ETF TRUST II 0.0%
Value ($000) $981 Shares 18,730 Est. Cost $52.66 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $978 Shares 212 Est. Cost $3057.57 Unrealized +55.3%
BBJP J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $960 Shares 17,104 Est. Cost $53.37 Unrealized
GREK GLOBAL X FDS 0.0%
Value ($000) $951 Shares 20,255 Est. Cost $46.97 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $945 Shares 4,674 Est. Cost $185.49 Unrealized
EMGF ISHARES INC 0.0%
Value ($000) $926 Shares 19,785 Est. Cost $41.67 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $891 Shares 13,595 Est. Cost $66.98 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $889 Shares 12,331 Est. Cost $50.32 Unrealized +29.1%
ESML ISHARES TR 0.0%
Value ($000) $886 Shares 23,064 Est. Cost $37.28 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $880 Shares 22,731 Est. Cost $32.18 Unrealized +16.4%
EPI WISDOMTREE TR 0.0%
Value ($000) $877 Shares 20,068 Est. Cost $48.49 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $875 Shares 20,484 Est. Cost $41.12 Unrealized +7.5%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $875 Shares 8,513 Est. Cost $112.41 Unrealized -1.1%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $862 Shares 11,007 Est. Cost $66.90 Unrealized +16.1%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $858 Shares 11,080 Est. Cost $102.84 Unrealized -1.4%
NG NOVAGOLD RES INC 0.0%
Value ($000) $839 Shares 287,233 Est. Cost $3.02 Unrealized +6.6%
MCO MOODYS CORP 0.0%
Value ($000) $805 Shares 1,729 Est. Cost $430.52 Unrealized +11.2%
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $804 Shares 9,691 Est. Cost $80.41 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $800 Shares 8,704 Est. Cost $67.17 Unrealized +25.3%
GE GE AEROSPACE 0.0%
Value ($000) $787 Shares 3,927 Est. Cost $177.15 Unrealized +10.5%
BX BLACKSTONE INC 0.0%
Value ($000) $787 Shares 5,628 Est. Cost $121.79 Unrealized +29.9%
THRO BLACKROCK ETF TRUST 0.0%
Value ($000) $783 Shares 24,720 Est. Cost $31.69 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $780 Shares 33,289 Est. Cost $36.50 Unrealized
JNK SPDR SER TR 0.0%
Value ($000) $779 Shares 8,176 Est. Cost $95.94 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $777 Shares 6,987 Est. Cost $59.09 Unrealized +76.1%
HYMB SPDR SER TR 0.0%
Value ($000) $773 Shares 30,632 Est. Cost $26.01 Unrealized
BCAL CALIFORNIA BANCORP 0.0%
Value ($000) $768 Shares 53,579 Est. Cost $14.47 Unrealized +6.7%
LMBS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $766 Shares 15,574 Est. Cost $48.65 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $765 Shares 2,570 Est. Cost $215.39 Unrealized +32.9%
IYF ISHARES TR 0.0%
Value ($000) $763 Shares 6,763 Est. Cost $95.63 Unrealized
MMM 3M CO 0.0%
Value ($000) $756 Shares 5,150 Est. Cost $112.34 Unrealized +28.7%
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $748 Shares 179,702 Est. Cost $32.35 Unrealized -84.7%
XJH ISHARES TR 0.0%
Value ($000) $739 Shares 18,914 Est. Cost $40.39 Unrealized
OUNZ VANECK MERK GOLD ETF 0.0%
Value ($000) $727 Shares 24,125 Est. Cost $30.14 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $721 Shares 1,185 Est. Cost $347.36 Unrealized +86.7%
IWD ISHARES TR 0.0%
Value ($000) $716 Shares 3,805 Est. Cost $187.03 Unrealized
SBR SABINE RTY TR 0.0%
Value ($000) $715 Shares 10,600 Est. Cost $64.51 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $712 Shares 3,364 Est. Cost $166.83 Unrealized +18.9%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $712 Shares 5,039 Est. Cost $146.88 Unrealized -0.3%
VLUE ISHARES TR 0.0%
Value ($000) $709 Shares 6,648 Est. Cost $96.47 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $699 Shares 10,235 Est. Cost $62.81 Unrealized -4.9%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $698 Shares 22,407 Est. Cost $24.12 Unrealized +25.2%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $691 Shares 16,517 Est. Cost $44.27 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $686 Shares 13,543 Est. Cost $50.41 Unrealized
HEDJ WISDOMTREE TR 0.0%
Value ($000) $685 Shares 14,424 Est. Cost $53.34 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $676 Shares 3,114 Est. Cost $106.59 Unrealized +99.7%
ORCL ORACLE CORP 0.0%
Value ($000) $676 Shares 4,835 Est. Cost $83.57 Unrealized +93.3%
PZA INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $673 Shares 29,199 Est. Cost $23.98 Unrealized
VCR VANGUARD WORLD FD 0.0%
Value ($000) $672 Shares 2,063 Est. Cost $266.88 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $657 Shares 5,484 Est. Cost $113.62 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $652 Shares 8,520 Est. Cost $67.94 Unrealized +18.1%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $648 Shares 2,109 Est. Cost $190.66 Unrealized +54.9%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $643 Shares 4,021 Est. Cost $100.93 Unrealized +35.7%
AVUV AMERICAN CENTY ETF TR 0.0%
Value ($000) $639 Shares 7,335 Est. Cost $77.95 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $631 Shares 27,802 Est. Cost $44.28 Unrealized -50.6%
KBWB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $629 Shares 10,024 Est. Cost $53.97 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $624 Shares 20,150 Est. Cost $22.04 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $624 Shares 5,671 Est. Cost $145.41 Unrealized -22.5%
MS MORGAN STANLEY 0.0%
Value ($000) $623 Shares 5,343 Est. Cost $77.67 Unrealized +62.1%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $618 Shares 2,406 Est. Cost $264.08 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 0.0%
Value ($000) $617 Shares 3,556 Est. Cost $190.84 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $615 Shares 7,151 Est. Cost $79.42 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $611 Shares 3,168 Est. Cost $172.43 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $611 Shares 24,109 Est. Cost $36.38 Unrealized -32.1%
VONV VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $610 Shares 7,394 Est. Cost $82.54 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $607 Shares 5,781 Est. Cost $65.13 Unrealized +48.6%
HIMU BLACKROCK ETF TRUST II 0.0%
Value ($000) $602 Shares 12,157 Est. Cost $49.53 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $600 Shares 6,128 Est. Cost $213.70 Unrealized -44.5%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $598 Shares 6,602 Est. Cost $89.38 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $597 Shares 6,100 Est. Cost $213.70 Unrealized -44.5%
VTR VENTAS INC 0.0%
Value ($000) $595 Shares 8,594 Est. Cost $45.05 Unrealized +37.9%
SPTM SPDR SER TR 0.0%
Value ($000) $594 Shares 8,730 Est. Cost $31.81 Unrealized
HEFA ISHARES TR 0.0%
Value ($000) $591 Shares 16,280 Est. Cost $35.32 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $585 Shares 2,343 Est. Cost $210.76 Unrealized +18.9%
TGT TARGET CORP 0.0%
Value ($000) $584 Shares 5,593 Est. Cost $162.66 Unrealized -26.1%
PWZ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $569 Shares 23,848 Est. Cost $25.08 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $569 Shares 5,187 Est. Cost $86.50 Unrealized +37.3%
FTNT FORTINET INC 0.0%
Value ($000) $568 Shares 5,905 Est. Cost $66.57 Unrealized +52.3%
IWS ISHARES TR 0.0%
Value ($000) $566 Shares 4,493 Est. Cost $124.16 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $561 Shares 1,027 Est. Cost $339.36 Unrealized +74.1%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $561 Shares 9,191 Est. Cost $50.61 Unrealized +9.6%
SDY SPDR SER TR 0.0%
Value ($000) $560 Shares 4,128 Est. Cost $114.79 Unrealized
INTU INTUIT 0.0%
Value ($000) $554 Shares 902 Est. Cost $576.26 Unrealized +3.7%
CALY TOPGOLF CALLAWAY BRANDS CORP 0.0%
Value ($000) $549 Shares 83,379 Est. Cost $28.19 Unrealized -74.0%
PDN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $545 Shares 16,278 Est. Cost $29.73 Unrealized
T AT&T INC 0.0%
Value ($000) $538 Shares 19,008 Est. Cost $16.00 Unrealized +52.2%
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $528 Shares 3,101 Est. Cost $155.23 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $523 Shares 2,244 Est. Cost $201.99 Unrealized +19.8%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $513 Shares 2,542 Est. Cost $258.65 Unrealized +3.1%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $506 Shares 2,511 Est. Cost $217.48 Unrealized -2.1%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $500 Shares 11,028 Est. Cost $37.77 Unrealized +4.8%
USFR WISDOMTREE TR 0.0%
Value ($000) $500 Shares 9,927 Est. Cost $50.27 Unrealized
URTH ISHARES INC 0.0%
Value ($000) $497 Shares 3,247 Est. Cost $147.50 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $497 Shares 738 Est. Cost $503.39 Unrealized +22.4%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $496 Shares 25,068 Est. Cost $24.47 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $494 Shares 17,317 Est. Cost $15.03 Unrealized +77.6%
PII POLARIS INC 0.0%
Value ($000) $493 Shares 12,038 Est. Cost $97.18 Unrealized -51.0%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $477 Shares 7,333 Est. Cost $35.95 Unrealized +55.9%
OGE OGE ENERGY CORP 0.0%
Value ($000) $473 Shares 10,301 Est. Cost $43.52 Unrealized 0.0%
PDD PDD HOLDINGS INC 0.0%
Value ($000) $473 Shares 4,000 Est. Cost $134.81 Unrealized
DBEU DBX ETF TR 0.0%
Value ($000) $471 Shares 10,655 Est. Cost $36.62 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $469 Shares 7,692 Est. Cost $37.53 Unrealized +36.0%
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $462 Shares 7,740 Est. Cost $59.26 Unrealized
DE DEERE & CO 0.0%
Value ($000) $461 Shares 979 Est. Cost $360.74 Unrealized +27.9%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $459 Shares 2,553 Est. Cost $167.35 Unrealized +8.9%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $457 Shares 6,308 Est. Cost $84.64 Unrealized -15.4%
HSY HERSHEY CO 0.0%
Value ($000) $451 Shares 2,639 Est. Cost $235.45 Unrealized -32.4%
IJK ISHARES TR 0.0%
Value ($000) $450 Shares 5,408 Est. Cost $85.54 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $449 Shares 8,393 Est. Cost $32.84 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $448 Shares 5,148 Est. Cost $79.83 Unrealized +19.9%
INDIA FD INC 0.0%
Value ($000) $447 Shares 28,350 Est. Cost $16.66 Unrealized
EWJ ISHARES INC 0.0%
Value ($000) $437 Shares 6,369 Est. Cost $65.47 Unrealized
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $436 Shares 2,520 Est. Cost $153.93 Unrealized +35.3%
CUE CUE BIOPHARMA INC 0.0%
Value ($000) $436 Shares 478,500 Est. Cost $19.21 Unrealized -93.6%
TEAD OUTBRAIN INC 0.0%
Value ($000) $434 Shares 116,395 Est. Cost $4.44 Unrealized +27.3%
DDOG DATADOG INC 0.0%
Value ($000) $432 Shares 4,353 Est. Cost $115.95 Unrealized +8.8%
VDE VANGUARD WORLD FD 0.0%
Value ($000) $431 Shares 3,321 Est. Cost $111.52 Unrealized
IBDT ISHARES TR 0.0%
Value ($000) $430 Shares 17,035 Est. Cost $24.59 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $429 Shares 2,583 Est. Cost $108.04 Unrealized +54.5%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $429 Shares 2,512 Est. Cost $147.27 Unrealized +25.6%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $429 Shares 21,197 Est. Cost $26.80 Unrealized -28.9%
F FORD MTR CO 0.0%
Value ($000) $424 Shares 42,295 Est. Cost $8.16 Unrealized +13.3%
PSX PHILLIPS 66 0.0%
Value ($000) $417 Shares 3,376 Est. Cost $81.65 Unrealized +46.1%
IJS ISHARES TR 0.0%
Value ($000) $417 Shares 4,275 Est. Cost $95.13 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $405 Shares 4,083 Est. Cost $94.96 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $404 Shares 755 Est. Cost $460.60 Unrealized
BXSL BLACKSTONE SECD LENDING FD 0.0%
Value ($000) $401 Shares 12,100 Est. Cost $29.65 Unrealized 0.0%
ACWI ISHARES TR 0.0%
Value ($000) $399 Shares 3,428 Est. Cost $111.86 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $391 Shares 5,338 Est. Cost $55.20 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $389 Shares 1,470 Est. Cost $159.00 Unrealized +54.3%
OBDC BLUE OWL CAPITAL CORPORATION 0.0%
Value ($000) $388 Shares 25,830 Est. Cost $13.42 Unrealized 0.0%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $383 Shares 3,517 Est. Cost $83.09 Unrealized +19.4%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $383 Shares 3,420 Est. Cost $62.44 Unrealized +61.0%
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $383 Shares 6,080 Est. Cost $55.11 Unrealized
GJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $383 Shares 10,880 Est. Cost $30.12 Unrealized
INDI INDIE SEMICONDUCTOR INC 0.0%
Value ($000) $379 Shares 186,164 Est. Cost $3.48 Unrealized 0.0%
JGRO J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $377 Shares 5,112 Est. Cost $75.15 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $375 Shares 1,237 Est. Cost $245.99 Unrealized +12.3%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $374 Shares 1,322 Est. Cost $185.45 Unrealized +32.3%
VSGX VANGUARD WORLD FD 0.0%
Value ($000) $372 Shares 6,315 Est. Cost $61.51 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $371 Shares 1,167 Est. Cost $244.69 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $370 Shares 1,048 Est. Cost $317.17 Unrealized +20.1%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $369 Shares 5,825 Est. Cost $54.95 Unrealized +19.7%
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $368 Shares 3,450 Est. Cost $106.79 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $368 Shares 8,005 Est. Cost $35.04 Unrealized
NKE NIKE INC 0.0%
Value ($000) $361 Shares 5,655 Est. Cost $113.19 Unrealized -36.3%
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $361 Shares 4,272 Est. Cost $82.48 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $359 Shares 4,080 Est. Cost $102.62 Unrealized -27.5%
GIS GENERAL MLS INC 0.0%
Value ($000) $359 Shares 5,998 Est. Cost $64.33 Unrealized -9.9%
IBHF ISHARES TR 0.0%
Value ($000) $358 Shares 15,397 Est. Cost $22.40 Unrealized
IFRA ISHARES TR 0.0%
Value ($000) $356 Shares 7,897 Est. Cost $40.35 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $355 Shares 1,454 Est. Cost $223.35 Unrealized 0.0%
NVS NOVARTIS AG 0.0%
Value ($000) $349 Shares 3,134 Est. Cost $86.57 Unrealized
SPYG SPDR SER TR 0.0%
Value ($000) $348 Shares 4,330 Est. Cost $80.37 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $344 Shares 1,165 Est. Cost $271.07 Unrealized +10.8%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $343 Shares 717 Est. Cost $476.58 Unrealized +6.0%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $343 Shares 3,099 Est. Cost $89.46 Unrealized +6.5%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $341 Shares 4,736 Est. Cost $56.59 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $340 Shares 1,531 Est. Cost $205.09 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $339 Shares 2,301 Est. Cost $122.93 Unrealized +5.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $337 Shares 2,021 Est. Cost $174.36 Unrealized
PRI PRIMERICA INC 0.0%
Value ($000) $336 Shares 1,181 Est. Cost $243.19 Unrealized +17.2%
LVHI LEGG MASON ETF INVT 0.0%
Value ($000) $334 Shares 10,305 Est. Cost $32.37 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $333 Shares 2,730 Est. Cost $84.03 Unrealized +31.6%
DUN & BRADSTREET HLDGS INC 0.0%
Value ($000) $330 Shares 36,942 Est. Cost $9.99 Unrealized
FXI ISHARES TR 0.0%
Value ($000) $329 Shares 9,188 Est. Cost $35.84 Unrealized
PXF INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $329 Shares 6,322 Est. Cost $52.13 Unrealized
NRG NRG ENERGY INC 0.0%
Value ($000) $328 Shares 3,431 Est. Cost $91.23 Unrealized +9.7%
MSCI MSCI INC 0.0%
Value ($000) $327 Shares 578 Est. Cost $530.06 Unrealized +8.5%
EIX EDISON INTL 0.0%
Value ($000) $327 Shares 5,544 Est. Cost $68.06 Unrealized -19.4%
IBHG ISHARES TR 0.0%
Value ($000) $324 Shares 14,512 Est. Cost $22.01 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $321 Shares 4,736 Est. Cost $78.91 Unrealized -26.5%
ICF ISHARES TR 0.0%
Value ($000) $319 Shares 5,186 Est. Cost $57.29 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $318 Shares 2,887 Est. Cost $85.46 Unrealized +23.9%
HRB BLOCK H & R INC 0.0%
Value ($000) $317 Shares 5,742 Est. Cost $47.43 Unrealized +9.4%
IBB ISHARES TR 0.0%
Value ($000) $316 Shares 2,472 Est. Cost $138.00 Unrealized
HE HAWAIIAN ELEC INDUSTRIES 0.0%
Value ($000) $316 Shares 28,873 Est. Cost $10.11 Unrealized -0.0%
PWR QUANTA SVCS INC 0.0%
Value ($000) $314 Shares 1,234 Est. Cost $207.32 Unrealized +39.2%
EWG ISHARES INC 0.0%
Value ($000) $309 Shares 8,342 Est. Cost $37.08 Unrealized
COPX GLOBAL X FDS 0.0%
Value ($000) $307 Shares 7,850 Est. Cost $30.01 Unrealized
BIL SPDR SER TR 0.0%
Value ($000) $306 Shares 3,341 Est. Cost $91.80 Unrealized
IXC ISHARES TR 0.0%
Value ($000) $302 Shares 7,189 Est. Cost $40.01 Unrealized
ICVT ISHARES TR 0.0%
Value ($000) $298 Shares 3,562 Est. Cost $69.93 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $294 Shares 1,945 Est. Cost $158.84 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $289 Shares 1,090 Est. Cost $196.70 Unrealized +23.2%
VLTO VERALTO CORP 0.0%
Value ($000) $289 Shares 2,961 Est. Cost $85.12 Unrealized +16.7%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $289 Shares 3,961 Est. Cost $61.44 Unrealized +17.3%
GEV GE VERNOVA INC 0.0%
Value ($000) $284 Shares 931 Est. Cost $193.27 Unrealized +80.1%
SPYV SPDR SER TR 0.0%
Value ($000) $284 Shares 5,563 Est. Cost $52.86 Unrealized
BUG GLOBAL X FDS 0.0%
Value ($000) $283 Shares 8,751 Est. Cost $30.95 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $281 Shares 3,622 Est. Cost $23.59 Unrealized +56.2%
XBI SPDR SER TR 0.0%
Value ($000) $281 Shares 3,460 Est. Cost $82.64 Unrealized
EQT EQT CORP 0.0%
Value ($000) $279 Shares 5,216 Est. Cost $50.54 Unrealized 0.0%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $277 Shares 4,206 Est. Cost $50.75 Unrealized +33.5%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $277 Shares 4,243 Est. Cost $53.84 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $276 Shares 1,167 Est. Cost $219.94 Unrealized +8.8%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $276 Shares 5,697 Est. Cost $77.69 Unrealized -30.3%
SSD SIMPSON MFG INC 0.0%
Value ($000) $274 Shares 1,743 Est. Cost $175.77 Unrealized -7.2%
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $269 Shares 3,337 Est. Cost $89.35 Unrealized
NUDM NUSHARES ETF TR 0.0%
Value ($000) $266 Shares 8,367 Est. Cost $25.80 Unrealized
BE BLOOM ENERGY CORP 0.0%
Value ($000) $265 Shares 13,459 Est. Cost $20.58 Unrealized +16.0%
IMCB ISHARES TR 0.0%
Value ($000) $264 Shares 3,560 Est. Cost $58.67 Unrealized
FREL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $259 Shares 9,440 Est. Cost $26.57 Unrealized
CSX CSX CORP 0.0%
Value ($000) $259 Shares 8,786 Est. Cost $33.05 Unrealized -5.3%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $258 Shares 1,414 Est. Cost $166.06 Unrealized +3.8%
UNM UNUM GROUP 0.0%
Value ($000) $257 Shares 3,156 Est. Cost $68.94 Unrealized +11.8%
ISHARES TR 0.0%
Value ($000) $256 Shares 10,179 Est. Cost $24.59 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $255 Shares 1,171 Est. Cost $210.79 Unrealized -10.1%
FMAT FIDELITY COVINGTON TRUST 0.0%
Value ($000) $255 Shares 5,274 Est. Cost $48.74 Unrealized
SCHK SCHWAB STRATEGIC TR 0.0%
Value ($000) $250 Shares 9,290 Est. Cost $26.92 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $249 Shares 11,562 Est. Cost $20.71 Unrealized
EPR EPR PPTYS 0.0%
Value ($000) $249 Shares 4,700 Est. Cost $48.66 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $248 Shares 1,658 Est. Cost $165.11 Unrealized 0.0%
PPG PPG INDS INC 0.0%
Value ($000) $248 Shares 2,269 Est. Cost $130.93 Unrealized -14.0%
LQD ISHARES TR 0.0%
Value ($000) $248 Shares 2,282 Est. Cost $113.00 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $248 Shares 1,350 Est. Cost $219.21 Unrealized -18.9%
LIN LINDE PLC 0.0%
Value ($000) $248 Shares 532 Est. Cost $438.18 Unrealized +1.5%
KNG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $248 Shares 4,900 Est. Cost $50.52 Unrealized
ANGL VANECK ETF TRUST 0.0%
Value ($000) $247 Shares 8,558 Est. Cost $28.86 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $246 Shares 172 Est. Cost $69.80 Unrealized +24.6%
CMI CUMMINS INC 0.0%
Value ($000) $243 Shares 774 Est. Cost $343.44 Unrealized +0.8%
ILF ISHARES TR 0.0%
Value ($000) $242 Shares 10,283 Est. Cost $25.91 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $241 Shares 2,577 Est. Cost $98.92 Unrealized -11.2%
SYK STRYKER CORPORATION 0.0%
Value ($000) $239 Shares 641 Est. Cost $348.74 Unrealized +8.1%
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $237 Shares 767 Est. Cost $241.02 Unrealized +16.8%
XYZ BLOCK INC 0.0%
Value ($000) $237 Shares 4,360 Est. Cost $60.52 Unrealized +23.3%
IBDS ISHARES TR 0.0%
Value ($000) $237 Shares 9,789 Est. Cost $23.47 Unrealized
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $236 Shares 518 Est. Cost $451.84 Unrealized -0.3%
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $235 Shares 3,490 Est. Cost $70.28 Unrealized -8.2%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $235 Shares 10,673 Est. Cost $20.60 Unrealized +8.7%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $233 Shares 6,148 Est. Cost $36.19 Unrealized +4.5%
FSTA FIDELITY COVINGTON TRUST 0.0%
Value ($000) $232 Shares 4,533 Est. Cost $40.87 Unrealized
VST VISTRA CORP 0.0%
Value ($000) $226 Shares 1,922 Est. Cost $84.10 Unrealized +76.7%
GPIX GOLDMAN SACHS ETF TR 0.0%
Value ($000) $225 Shares 4,834 Est. Cost $49.45 Unrealized
BP BP PLC 0.0%
Value ($000) $224 Shares 6,628 Est. Cost $33.79 Unrealized
IDEV ISHARES TR 0.0%
Value ($000) $223 Shares 3,233 Est. Cost $58.28 Unrealized
GUNR FLEXSHARES TR 0.0%
Value ($000) $223 Shares 5,736 Est. Cost $36.36 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $222 Shares 1,350 Est. Cost $178.91 Unrealized -8.0%
VFMO VANGUARD WELLINGTON FD 0.0%
Value ($000) $222 Shares 1,464 Est. Cost $150.52 Unrealized
EME EMCOR GROUP INC 0.0%
Value ($000) $222 Shares 600 Est. Cost $273.51 Unrealized +57.9%
BBAX J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $219 Shares 4,510 Est. Cost $48.63 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $219 Shares 1,272 Est. Cost $179.18 Unrealized
LSTR LANDSTAR SYS INC 0.0%
Value ($000) $219 Shares 1,458 Est. Cost $186.83 Unrealized
AVDV AMERICAN CENTY ETF TR 0.0%
Value ($000) $219 Shares 3,139 Est. Cost $69.76 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $219 Shares 1,427 Est. Cost $140.30 Unrealized 0.0%
EPRF INNOVATOR ETFS TRUST 0.0%
Value ($000) $218 Shares 12,264 Est. Cost $17.75 Unrealized
FCN FTI CONSULTING INC 0.0%
Value ($000) $218 Shares 1,326 Est. Cost $201.30 Unrealized -10.7%
TSLX SIXTH STREET SPECIALTY LENDI 0.0%
Value ($000) $217 Shares 9,700 Est. Cost $20.75 Unrealized +7.3%
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $216 Shares 2,113 Est. Cost $76.60 Unrealized
BBH VANECK ETF TRUST 0.0%
Value ($000) $213 Shares 1,352 Est. Cost $159.77 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $212 Shares 2,629 Est. Cost $68.96 Unrealized +18.3%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $209 Shares 765 Est. Cost $216.23 Unrealized +18.3%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $205 Shares 1,188 Est. Cost $152.39 Unrealized +6.4%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $205 Shares 1,874 Est. Cost $98.44 Unrealized 0.0%
PFFA ETFIS SER TR I 0.0%
Value ($000) $204 Shares 9,616 Est. Cost $21.90 Unrealized
RC READY CAPITAL CORP 0.0%
Value ($000) $203 Shares 38,900 Est. Cost $9.43 Unrealized
ITM VANECK ETF TRUST 0.0%
Value ($000) $203 Shares 4,457 Est. Cost $45.51 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $202 Shares 2,457 Est. Cost $76.36 Unrealized +6.1%
BSJR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $200 Shares 8,930 Est. Cost $21.70 Unrealized
ENVX ENOVIX CORPORATION 0.0%
Value ($000) $184 Shares 25,000 Est. Cost $10.16 Unrealized +0.1%
EATON VANCE TAX-MANAGED BUY- 0.0%
Value ($000) $164 Shares 12,378 Est. Cost $13.21 Unrealized
EFXT ENERFLEX LTD 0.0%
Value ($000) $82 Shares 10,625 Est. Cost $5.25 Unrealized +67.4%
LAR LITHIUM ARGENTINA AG 0.0%
Value ($000) $56 Shares 25,985 Est. Cost $2.52 Unrealized 0.0%
E2OPEN PARENT HOLDINGS INC 0.0%
Value ($000) $50 Shares 25,000 Est. Cost $4.39 Unrealized
ANIX ANIXA BIOSCIENCES INC 0.0%
Value ($000) $45 Shares 15,649 Est. Cost $2.84 Unrealized +0.8%
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $41 Shares 10,836 Est. Cost $2.31 Unrealized
DYAI DYADIC INTL INC DEL 0.0%
Value ($000) $40 Shares 29,969 Est. Cost $1.75 Unrealized -13.9%
KKR KKR & CO INC 0.0%
Value ($000) $35 Shares 300 Est. Cost $68.17 Unrealized +100.8%
KOS KOSMOS ENERGY LTD 0.0%
Value ($000) $27 Shares 12,000 Est. Cost $4.87 Unrealized -39.4%
ATAI LIFE SCIENCES NV 0.0%
Value ($000) $23 Shares 16,701 Est. Cost $2.66 Unrealized
BLNK BLINK CHARGING CO 0.0%
Value ($000) $18 Shares 20,000 Est. Cost $2.39 Unrealized -51.5%
RLMD RELMADA THERAPEUTICS INC 0.0%
Value ($000) $7 Shares 25,000 Est. Cost $2.44 Unrealized -86.4%