Avestar Capital, LLC Diversified Active

CIK: 0001704404 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 14, 2025

Total Value ($000): $1,151,849 (100.0% shares, 0.0% debt)

Holdings (485)

NVDA NVIDIA CORPORATION 7.5%
Value ($000) $86,523 Shares 798,311 Est. Cost $125.16 Unrealized +1.2%
GOOG ALPHABET INC 6.1%
Value ($000) $70,693 Shares 452,493 Est. Cost $119.37 Unrealized +52.9%
AAPL APPLE INC 5.8%
Value ($000) $67,337 Shares 303,140 Est. Cost $117.20 Unrealized +96.9%
META META PLATFORMS INC 3.5%
Value ($000) $40,870 Shares 70,911 Est. Cost $364.31 Unrealized +76.6%
AMZN AMAZON COM INC 2.5%
Value ($000) $29,203 Shares 153,489 Est. Cost $143.75 Unrealized +51.0%
MSFT MICROSOFT CORP 2.5%
Value ($000) $28,256 Shares 75,272 Est. Cost $286.25 Unrealized +41.5%
ULST SSGA ACTIVE ETF TR 2.3%
Value ($000) $26,254 Shares 645,843 Est. Cost $40.47 Unrealized
GSST GOLDMAN SACHS ETF TR 1.7%
Value ($000) $20,139 Shares 398,469 Est. Cost $50.22 Unrealized
ICSH ISHARES TR 1.7%
Value ($000) $19,085 Shares 376,428 Est. Cost $50.39 Unrealized
BKUI BNY MELLON ETF TRUST 1.6%
Value ($000) $18,674 Shares 374,459 Est. Cost $49.81 Unrealized
BULZ BANK MONTREAL QUE 1.6%
Value ($000) $18,060 Shares 173,300 Est. Cost $104.21 Unrealized
SPY SPDR S&P 500 ETF TR 1.5%
Value ($000) $17,565 Shares 31,401 Est. Cost $461.99 Unrealized
ANET ARISTA NETWORKS INC 1.3%
Value ($000) $15,094 Shares 194,813 Est. Cost $102.84 Unrealized -1.4%
GSY INVESCO ACTIVELY MANAGED EXC 1.1%
Value ($000) $12,885 Shares 257,077 Est. Cost $49.90 Unrealized
GOOGL ALPHABET INC 1.1%
Value ($000) $12,873 Shares 83,241 Est. Cost $119.79 Unrealized +50.8%
JPST J P MORGAN EXCHANGE TRADED F 1.0%
Value ($000) $11,946 Shares 235,941 Est. Cost $50.24 Unrealized
META META PLATFORMS INC 1.0%
Value ($000) $11,585 Shares 20,100 Est. Cost $364.31 Unrealized +76.6%
IVV ISHARES TR 1.0%
Value ($000) $11,042 Shares 19,651 Est. Cost $465.86 Unrealized
QQQ INVESCO QQQ TR 1.0%
Value ($000) $10,989 Shares 23,434 Est. Cost $373.64 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $10,589 Shares 19,882 Est. Cost $324.21 Unrealized +49.9%
TSLA TESLA INC 0.9%
Value ($000) $9,984 Shares 38,526 Est. Cost $238.63 Unrealized +39.7%
SPYG SPDR SER TR 0.8%
Value ($000) $9,726 Shares 121,017 Est. Cost $66.63 Unrealized
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $9,510 Shares 17,000 Est. Cost $461.99 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $8,424 Shares 183,058 Est. Cost $71.28 Unrealized
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $8,105 Shares 47,560 Est. Cost $99.39 Unrealized +65.0%
XLC SELECT SECTOR SPDR TR 0.6%
Value ($000) $7,295 Shares 75,632 Est. Cost $62.43 Unrealized
JPM JPMORGAN CHASE & CO. 0.6%
Value ($000) $7,240 Shares 29,516 Est. Cost $152.16 Unrealized +64.9%
AVGO BROADCOM INC 0.6%
Value ($000) $7,177 Shares 42,866 Est. Cost $162.36 Unrealized +29.2%
QQQ INVESCO QQQ TR 0.6%
Value ($000) $6,940 Shares 14,800 Est. Cost $373.64 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.6%
Value ($000) $6,901 Shares 109,532 Est. Cost $47.66 Unrealized
IVW ISHARES TR 0.6%
Value ($000) $6,625 Shares 71,369 Est. Cost $84.44 Unrealized
VTV VANGUARD INDEX FDS 0.6%
Value ($000) $6,491 Shares 37,575 Est. Cost $139.54 Unrealized
FLDR FIDELITY MERRIMACK STR TR 0.6%
Value ($000) $6,418 Shares 128,054 Est. Cost $50.12 Unrealized
IWB ISHARES TR 0.6%
Value ($000) $6,369 Shares 20,762 Est. Cost $181.84 Unrealized
QQQE DIREXION SHS ETF TR 0.5%
Value ($000) $6,326 Shares 72,557 Est. Cost $85.89 Unrealized
V VISA INC 0.5%
Value ($000) $6,265 Shares 17,877 Est. Cost $231.83 Unrealized +45.1%
LLY ELI LILLY & CO 0.5%
Value ($000) $6,262 Shares 7,581 Est. Cost $609.45 Unrealized +35.6%
FXN FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $6,030 Shares 365,036 Est. Cost $16.33 Unrealized
IDGT ISHARES TR 0.5%
Value ($000) $5,994 Shares 81,222 Est. Cost $80.55 Unrealized
TSLA TESLA INC 0.5%
Value ($000) $5,883 Shares 22,700 Est. Cost $238.63 Unrealized +39.7%
META META PLATFORMS INC 0.5%
Value ($000) $5,821 Shares 10,100 Est. Cost $364.31 Unrealized +76.6%
AAPL APPLE INC 0.5%
Value ($000) $5,820 Shares 26,200 Est. Cost $117.20 Unrealized +96.9%
PM PHILIP MORRIS INTL INC 0.5%
Value ($000) $5,602 Shares 35,121 Est. Cost $95.76 Unrealized +43.0%
ACWI ISHARES TR 0.5%
Value ($000) $5,502 Shares 47,269 Est. Cost $114.24 Unrealized
IAU ISHARES GOLD TR 0.5%
Value ($000) $5,462 Shares 92,647 Est. Cost $41.44 Unrealized
NFLX NETFLIX INC 0.5%
Value ($000) $5,439 Shares 5,833 Est. Cost $56.91 Unrealized +67.1%
IVE ISHARES TR 0.5%
Value ($000) $5,295 Shares 27,785 Est. Cost $186.81 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $4,909 Shares 5,190 Est. Cost $666.67 Unrealized +45.6%
QGRW WISDOMTREE TR 0.4%
Value ($000) $4,889 Shares 111,371 Est. Cost $45.40 Unrealized
WTMF WISDOMTREE TR 0.4%
Value ($000) $4,887 Shares 143,199 Est. Cost $35.27 Unrealized
BANK MONTREAL QUE 0.4%
Value ($000) $4,691 Shares 13,018 Est. Cost $512.37 Unrealized
QUAL ISHARES TR 0.4%
Value ($000) $4,665 Shares 27,300 Est. Cost $132.38 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.4%
Value ($000) $4,652 Shares 91,524 Est. Cost $50.17 Unrealized
PULS PGIM ETF TR 0.4%
Value ($000) $4,526 Shares 91,021 Est. Cost $49.46 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $4,525 Shares 75,365 Est. Cost $59.49 Unrealized
RWL INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $4,411 Shares 44,402 Est. Cost $97.92 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.4%
Value ($000) $4,231 Shares 12,000 Est. Cost $243.55 Unrealized +56.5%
WMT WALMART INC 0.4%
Value ($000) $4,134 Shares 46,995 Est. Cost $68.60 Unrealized +35.5%
IBIT ISHARES BITCOIN TRUST ETF 0.4%
Value ($000) $4,121 Shares 88,036 Est. Cost $42.98 Unrealized
SCHG SCHWAB STRATEGIC TR 0.4%
Value ($000) $4,034 Shares 161,120 Est. Cost $43.17 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $4,008 Shares 14,581 Est. Cost $231.26 Unrealized
NOW SERVICENOW INC 0.3%
Value ($000) $3,981 Shares 5,000 Est. Cost $135.92 Unrealized +41.8%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $3,770 Shares 7,198 Est. Cost $378.85 Unrealized +31.8%
OMFL INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $3,748 Shares 70,310 Est. Cost $52.29 Unrealized
DBMF LITMAN GREGORY FDS TR 0.3%
Value ($000) $3,648 Shares 144,437 Est. Cost $28.80 Unrealized
INTF ISHARES TR 0.3%
Value ($000) $3,492 Shares 113,239 Est. Cost $28.37 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $3,479 Shares 29,255 Est. Cost $96.28 Unrealized +11.3%
IMFL INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $3,423 Shares 139,084 Est. Cost $23.79 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $3,372 Shares 6,152 Est. Cost $408.67 Unrealized +32.6%
SGOL ETFS GOLD TR 0.3%
Value ($000) $3,320 Shares 111,319 Est. Cost $25.11 Unrealized
TJX TJX COS INC NEW 0.3%
Value ($000) $3,296 Shares 27,059 Est. Cost $87.96 Unrealized +36.5%
URTH ISHARES INC 0.3%
Value ($000) $3,228 Shares 21,076 Est. Cost $155.50 Unrealized
WTPI WISDOMTREE TR 0.3%
Value ($000) $3,140 Shares 100,820 Est. Cost $31.41 Unrealized
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $3,117 Shares 18,267 Est. Cost $144.72 Unrealized +27.8%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $3,001 Shares 41,801 Est. Cost $42.62 Unrealized +72.9%
PUBM PUBMATIC INC 0.3%
Value ($000) $2,925 Shares 320,000 Est. Cost $15.50 Unrealized -14.9%
CRM SALESFORCE INC 0.2%
Value ($000) $2,839 Shares 10,580 Est. Cost $240.21 Unrealized +28.6%
BTAL AGF INVTS TR 0.2%
Value ($000) $2,837 Shares 136,143 Est. Cost $19.51 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $2,833 Shares 13,521 Est. Cost $131.31 Unrealized +44.2%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $2,818 Shares 26,000 Est. Cost $125.16 Unrealized +1.2%
JPEM J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $2,764 Shares 52,432 Est. Cost $51.98 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $2,743 Shares 60,613 Est. Cost $42.03 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $2,686 Shares 7,329 Est. Cost $274.26 Unrealized +38.8%
GOOGL ALPHABET INC 0.2%
Value ($000) $2,598 Shares 16,800 Est. Cost $119.79 Unrealized +50.8%
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $2,572 Shares 45,020 Est. Cost $55.78 Unrealized
INTU INTUIT 0.2%
Value ($000) $2,517 Shares 4,099 Est. Cost $507.82 Unrealized +17.7%
CPRT COPART INC 0.2%
Value ($000) $2,513 Shares 44,414 Est. Cost $46.02 Unrealized +22.3%
FAS DIREXION SHS ETF TR 0.2%
Value ($000) $2,498 Shares 15,798 Est. Cost $150.49 Unrealized
NOW SERVICENOW INC 0.2%
Value ($000) $2,468 Shares 3,100 Est. Cost $135.92 Unrealized +41.8%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $2,464 Shares 14,858 Est. Cost $143.51 Unrealized +6.2%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $2,464 Shares 4,975 Est. Cost $345.52 Unrealized +60.1%
KO COCA COLA CO 0.2%
Value ($000) $2,448 Shares 33,975 Est. Cost $52.65 Unrealized +23.4%
EFG ISHARES TR 0.2%
Value ($000) $2,292 Shares 22,924 Est. Cost $103.79 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $2,247 Shares 37,148 Est. Cost $47.86 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $2,201 Shares 16,619 Est. Cost $82.59 Unrealized +51.1%
LIN LINDE PLC 0.2%
Value ($000) $2,183 Shares 4,688 Est. Cost $387.39 Unrealized +14.8%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $2,150 Shares 12,600 Est. Cost $144.72 Unrealized +27.8%
MSFT MICROSOFT CORP 0.2%
Value ($000) $2,140 Shares 5,700 Est. Cost $286.25 Unrealized +41.5%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $2,108 Shares 24,981 Est. Cost $60.34 Unrealized +45.5%
ANET ARISTA NETWORKS INC 0.2%
Value ($000) $2,084 Shares 26,900 Est. Cost $102.84 Unrealized -1.4%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $2,082 Shares 4,184 Est. Cost $508.43 Unrealized +6.2%
LOW LOWES COS INC 0.2%
Value ($000) $2,069 Shares 8,871 Est. Cost $194.79 Unrealized +24.3%
BAC BANK AMERICA CORP 0.2%
Value ($000) $2,039 Shares 48,862 Est. Cost $34.02 Unrealized +28.2%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $2,031 Shares 3,952 Est. Cost $494.88 Unrealized
MS MORGAN STANLEY 0.2%
Value ($000) $1,989 Shares 17,047 Est. Cost $93.02 Unrealized +35.4%
PGIM GLOBAL HIGH YIELD FD FO 0.2%
Value ($000) $1,969 Shares 146,700 Est. Cost $12.43 Unrealized
MGK VANGUARD WORLD FD 0.2%
Value ($000) $1,953 Shares 6,324 Est. Cost $276.86 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $1,886 Shares 6,037 Est. Cost $248.42 Unrealized +17.9%
CRM SALESFORCE INC 0.2%
Value ($000) $1,879 Shares 7,000 Est. Cost $240.21 Unrealized +28.6%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $1,870 Shares 3,858 Est. Cost $346.09 Unrealized +34.6%
BCI ABRDN ETFS 0.2%
Value ($000) $1,847 Shares 86,072 Est. Cost $20.46 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,821 Shares 10,886 Est. Cost $127.76 Unrealized +17.8%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,792 Shares 10,346 Est. Cost $167.60 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.2%
Value ($000) $1,783 Shares 130,816 Est. Cost $13.73 Unrealized
USDU WISDOMTREE TR 0.2%
Value ($000) $1,768 Shares 64,852 Est. Cost $26.20 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $1,753 Shares 4,971 Est. Cost $243.55 Unrealized +56.5%
AAPL APPLE INC 0.2%
Value ($000) $1,733 Shares 7,800 Est. Cost $117.20 Unrealized +96.9%
ORCL ORACLE CORP 0.1%
Value ($000) $1,727 Shares 12,351 Est. Cost $104.05 Unrealized +55.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $1,705 Shares 10,246 Est. Cost $139.23 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $1,705 Shares 16,899 Est. Cost $61.25 Unrealized +64.4%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,680 Shares 6,243 Est. Cost $215.98 Unrealized +35.4%
FDIV EA SERIES TRUST 0.1%
Value ($000) $1,678 Shares 62,551 Est. Cost $28.07 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $1,676 Shares 16,977 Est. Cost $110.23 Unrealized -3.6%
AMGN AMGEN INC 0.1%
Value ($000) $1,660 Shares 5,328 Est. Cost $267.29 Unrealized +7.5%
HELO J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,658 Shares 27,780 Est. Cost $60.53 Unrealized
LDUR PIMCO ETF TR 0.1%
Value ($000) $1,608 Shares 16,755 Est. Cost $95.26 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $1,575 Shares 16,500 Est. Cost $59.73 Unrealized +82.4%
AZO AUTOZONE INC 0.1%
Value ($000) $1,567 Shares 411 Est. Cost $1258.69 Unrealized +174.1%
QCOM QUALCOMM INC 0.1%
Value ($000) $1,563 Shares 10,178 Est. Cost $118.77 Unrealized +34.4%
CSCO CISCO SYS INC 0.1%
Value ($000) $1,555 Shares 25,194 Est. Cost $46.46 Unrealized +29.4%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $1,548 Shares 13,818 Est. Cost $84.40 Unrealized +19.1%
EATON VANCE TAX-MANAGED GLOB 0.1%
Value ($000) $1,542 Shares 189,400 Est. Cost $8.42 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,531 Shares 7,229 Est. Cost $169.28 Unrealized +17.2%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $1,458 Shares 20,006 Est. Cost $63.25 Unrealized +13.9%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,457 Shares 5,861 Est. Cost $153.29 Unrealized +56.2%
ABT ABBOTT LABS 0.1%
Value ($000) $1,455 Shares 10,971 Est. Cost $98.33 Unrealized +27.6%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $1,445 Shares 8,058 Est. Cost $114.68 Unrealized +62.9%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $1,435 Shares 2,645 Est. Cost $449.49 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $1,434 Shares 1,801 Est. Cost $135.92 Unrealized +41.8%
GE GE AEROSPACE 0.1%
Value ($000) $1,412 Shares 7,053 Est. Cost $125.20 Unrealized +56.3%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $1,412 Shares 13,739 Est. Cost $127.69 Unrealized -12.9%
IQLT ISHARES TR 0.1%
Value ($000) $1,398 Shares 35,224 Est. Cost $41.49 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $1,390 Shares 13,231 Est. Cost $109.73 Unrealized -11.8%
HYDB ISHARES TR 0.1%
Value ($000) $1,384 Shares 29,388 Est. Cost $45.82 Unrealized
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $1,376 Shares 995 Est. Cost $1140.87 Unrealized +9.4%
HYZD WISDOMTREE TR 0.1%
Value ($000) $1,367 Shares 62,442 Est. Cost $21.61 Unrealized
FNDX SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,347 Shares 57,068 Est. Cost $33.40 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $1,336 Shares 290 Est. Cost $3500.73 Unrealized +35.7%
TMUS T-MOBILE US INC 0.1%
Value ($000) $1,332 Shares 4,995 Est. Cost $155.39 Unrealized +56.4%
T AT&T INC 0.1%
Value ($000) $1,292 Shares 45,689 Est. Cost $16.22 Unrealized +50.1%
SYK STRYKER CORPORATION 0.1%
Value ($000) $1,287 Shares 3,458 Est. Cost $310.67 Unrealized +21.4%
ADBE ADOBE INC 0.1%
Value ($000) $1,281 Shares 3,341 Est. Cost $443.58 Unrealized -3.3%
JMEE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,278 Shares 22,830 Est. Cost $60.47 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $1,272 Shares 2,503 Est. Cost $410.79 Unrealized +23.6%
SOXL DIREXION SHS ETF TR 0.1%
Value ($000) $1,270 Shares 79,613 Est. Cost $22.30 Unrealized
ACWI ISHARES TR 0.1%
Value ($000) $1,269 Shares 10,900 Est. Cost $114.24 Unrealized
ACWI ISHARES TR 0.1%
Value ($000) $1,269 Shares 10,900 Est. Cost $114.24 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $1,257 Shares 11,600 Est. Cost $125.16 Unrealized +1.2%
MRK MERCK & CO INC 0.1%
Value ($000) $1,252 Shares 13,859 Est. Cost $97.92 Unrealized -8.0%
DASH DOORDASH INC 0.1%
Value ($000) $1,243 Shares 6,802 Est. Cost $68.90 Unrealized +172.9%
LLY ELI LILLY & CO 0.1%
Value ($000) $1,239 Shares 1,500 Est. Cost $609.45 Unrealized +35.6%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1,215 Shares 26,786 Est. Cost $35.33 Unrealized +12.1%
HDV ISHARES TR 0.1%
Value ($000) $1,211 Shares 10,000 Est. Cost $100.12 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $1,210 Shares 8,072 Est. Cost $147.12 Unrealized -2.5%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $1,201 Shares 4,242 Est. Cost $169.79 Unrealized +44.5%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $1,189 Shares 8,192 Est. Cost $128.94 Unrealized +29.3%
CAT CATERPILLAR INC 0.1%
Value ($000) $1,180 Shares 3,577 Est. Cost $270.28 Unrealized +30.2%
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,176 Shares 11,987 Est. Cost $87.37 Unrealized +15.6%
GOOG ALPHABET INC 0.1%
Value ($000) $1,172 Shares 7,500 Est. Cost $119.37 Unrealized +52.9%
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,168 Shares 48,000 Est. Cost $36.09 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,165 Shares 5,500 Est. Cost $169.28 Unrealized +17.2%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $1,150 Shares 3,684 Est. Cost $307.40 Unrealized +13.7%
IQDG WISDOMTREE TR 0.1%
Value ($000) $1,146 Shares 32,116 Est. Cost $36.35 Unrealized
AZN ASTRAZENECA PLC 0.1%
Value ($000) $1,136 Shares 15,454 Est. Cost $72.90 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $1,127 Shares 4,200 Est. Cost $240.21 Unrealized +28.6%
IGM ISHARES TR 0.1%
Value ($000) $1,120 Shares 12,351 Est. Cost $164.81 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $1,114 Shares 13,432 Est. Cost $88.28 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $1,113 Shares 1,653 Est. Cost $370.26 Unrealized +66.3%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,097 Shares 2,009 Est. Cost $351.16 Unrealized +68.2%
MSFT MICROSOFT CORP 0.1%
Value ($000) $1,089 Shares 2,900 Est. Cost $286.25 Unrealized +41.5%
CLS CELESTICA INC 0.1%
Value ($000) $1,072 Shares 13,600 Est. Cost $52.29 Unrealized +102.9%
INDA ISHARES TR 0.1%
Value ($000) $1,066 Shares 20,698 Est. Cost $51.48 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,059 Shares 5,000 Est. Cost $169.28 Unrealized +17.2%
PEP PEPSICO INC 0.1%
Value ($000) $1,050 Shares 7,000 Est. Cost $147.12 Unrealized -2.5%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,036 Shares 5,767 Est. Cost $165.26 Unrealized +10.3%
IWM ISHARES TR 0.1%
Value ($000) $1,034 Shares 5,183 Est. Cost $199.49 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1,020 Shares 16,732 Est. Cost $49.61 Unrealized +11.8%
GTOQ INVESCO ACTIVELY MANAGED EXC 0.1%
Value ($000) $1,014 Shares 45,400 Est. Cost $22.12 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,005 Shares 17,132 Est. Cost $57.99 Unrealized
PWR QUANTA SVCS INC 0.1%
Value ($000) $996 Shares 3,917 Est. Cost $262.22 Unrealized +10.1%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $992 Shares 4,287 Est. Cost $201.10 Unrealized +8.6%
C CITIGROUP INC 0.1%
Value ($000) $984 Shares 13,862 Est. Cost $50.90 Unrealized +46.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $968 Shares 3,100 Est. Cost $248.42 Unrealized +17.9%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $933 Shares 6,392 Est. Cost $135.70 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $931 Shares 3,076 Est. Cost $231.00 Unrealized +19.6%
IEMG ISHARES INC 0.1%
Value ($000) $929 Shares 17,217 Est. Cost $53.56 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $928 Shares 3,405 Est. Cost $271.58 Unrealized -5.8%
FISV FISERV INC 0.1%
Value ($000) $921 Shares 4,170 Est. Cost $137.39 Unrealized +59.4%
UNP UNION PAC CORP 0.1%
Value ($000) $915 Shares 3,874 Est. Cost $219.22 Unrealized +7.5%
MCHI ISHARES TR 0.1%
Value ($000) $909 Shares 16,707 Est. Cost $46.86 Unrealized
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $908 Shares 3,700 Est. Cost $152.16 Unrealized +64.9%
TSLA TESLA INC 0.1%
Value ($000) $907 Shares 3,500 Est. Cost $238.63 Unrealized +39.7%
KLAC KLA CORP 0.1%
Value ($000) $907 Shares 1,334 Est. Cost $671.58 Unrealized +6.4%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $904 Shares 12,749 Est. Cost $64.59 Unrealized +6.3%
ETN EATON CORP PLC 0.1%
Value ($000) $899 Shares 3,306 Est. Cost $194.68 Unrealized +58.5%
ABNB AIRBNB INC 0.1%
Value ($000) $896 Shares 7,504 Est. Cost $139.53 Unrealized -4.0%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $893 Shares 14,498 Est. Cost $71.57 Unrealized +35.1%
MGC VANGUARD WORLD FD 0.1%
Value ($000) $892 Shares 4,428 Est. Cost $151.88 Unrealized
SNOW SNOWFLAKE INC 0.1%
Value ($000) $885 Shares 6,053 Est. Cost $166.40 Unrealized +2.0%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $881 Shares 2,500 Est. Cost $243.55 Unrealized +56.5%
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $877 Shares 17,832 Est. Cost $48.58 Unrealized
QCON AMERICAN CENTY ETF TR 0.1%
Value ($000) $868 Shares 19,448 Est. Cost $41.83 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $866 Shares 5,600 Est. Cost $119.79 Unrealized +50.8%
KDP KEURIG DR PEPPER INC 0.1%
Value ($000) $861 Shares 25,048 Est. Cost $31.81 Unrealized -1.0%
BLK BLACKROCK INC 0.1%
Value ($000) $861 Shares 910 Est. Cost $987.94 Unrealized -2.6%
GXC SPDR INDEX SHS FDS 0.1%
Value ($000) $857 Shares 9,966 Est. Cost $75.89 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $849 Shares 6,074 Est. Cost $118.49 Unrealized +33.5%
ARES ARES MANAGEMENT CORPORATION 0.1%
Value ($000) $827 Shares 5,641 Est. Cost $166.69 Unrealized +1.0%
CI THE CIGNA GROUP 0.1%
Value ($000) $819 Shares 2,490 Est. Cost $232.07 Unrealized +27.4%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $811 Shares 21,986 Est. Cost $38.10 Unrealized -8.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $805 Shares 7,346 Est. Cost $103.37 Unrealized +14.9%
INTU INTUIT 0.1%
Value ($000) $798 Shares 1,300 Est. Cost $507.82 Unrealized +17.7%
INTU INTUIT 0.1%
Value ($000) $798 Shares 1,300 Est. Cost $507.82 Unrealized +17.7%
DHR DANAHER CORPORATION 0.1%
Value ($000) $796 Shares 3,881 Est. Cost $231.02 Unrealized -6.1%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $795 Shares 2,592 Est. Cost $241.49 Unrealized +22.3%
SHOP SHOPIFY INC 0.1%
Value ($000) $793 Shares 8,303 Est. Cost $59.73 Unrealized +82.4%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $792 Shares 10,118 Est. Cost $68.93 Unrealized +12.7%
CLS CELESTICA INC 0.1%
Value ($000) $788 Shares 10,000 Est. Cost $52.29 Unrealized +102.9%
NU NU HLDGS LTD 0.1%
Value ($000) $782 Shares 76,403 Est. Cost $7.37 Unrealized +60.3%
ADBE ADOBE INC 0.1%
Value ($000) $767 Shares 2,000 Est. Cost $443.58 Unrealized -3.3%
DE DEERE & CO 0.1%
Value ($000) $764 Shares 1,627 Est. Cost $369.99 Unrealized +24.7%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $762 Shares 532 Est. Cost $70.70 Unrealized +23.1%
AMZN AMAZON COM INC 0.1%
Value ($000) $761 Shares 4,000 Est. Cost $143.75 Unrealized +51.0%
ADSK AUTODESK INC 0.1%
Value ($000) $757 Shares 2,890 Est. Cost $246.51 Unrealized +15.4%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $751 Shares 11,845 Est. Cost $44.77 Unrealized +46.9%
XMLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $746 Shares 12,094 Est. Cost $52.18 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $741 Shares 2,121 Est. Cost $283.30 Unrealized +22.9%
AVGO BROADCOM INC 0.1%
Value ($000) $737 Shares 4,400 Est. Cost $162.36 Unrealized +29.2%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $729 Shares 2,989 Est. Cost $177.15 Unrealized +26.1%
EQIX EQUINIX INC 0.1%
Value ($000) $728 Shares 893 Est. Cost $729.00 Unrealized +20.8%
MDYG SPDR SER TR 0.1%
Value ($000) $718 Shares 9,042 Est. Cost $84.06 Unrealized
TRMB TRIMBLE INC 0.1%
Value ($000) $716 Shares 10,902 Est. Cost $59.83 Unrealized +20.2%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $710 Shares 3,523 Est. Cost $143.87 Unrealized +48.0%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $707 Shares 18,674 Est. Cost $40.38 Unrealized -6.4%
PGJ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $702 Shares 23,714 Est. Cost $26.16 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $691 Shares 3,037 Est. Cost $190.11 Unrealized +30.8%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $691 Shares 1,136 Est. Cost $569.90 Unrealized +13.8%
PFE PFIZER INC 0.1%
Value ($000) $687 Shares 27,106 Est. Cost $28.87 Unrealized -14.4%
VFH VANGUARD WORLD FD 0.1%
Value ($000) $686 Shares 5,740 Est. Cost $102.39 Unrealized
SCHC SCHWAB STRATEGIC TR 0.1%
Value ($000) $685 Shares 19,093 Est. Cost $34.33 Unrealized
CTVA CORTEVA INC 0.1%
Value ($000) $684 Shares 10,864 Est. Cost $60.25 Unrealized +1.7%
CXSE WISDOMTREE TR 0.1%
Value ($000) $681 Shares 20,020 Est. Cost $29.88 Unrealized
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $680 Shares 4,021 Est. Cost $118.87 Unrealized +36.2%
CTAS CINTAS CORP 0.1%
Value ($000) $670 Shares 3,258 Est. Cost $184.19 Unrealized +7.4%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $667 Shares 1,800 Est. Cost $357.60 Unrealized
XSOE WISDOMTREE TR 0.1%
Value ($000) $655 Shares 21,209 Est. Cost $30.61 Unrealized
COM DIREXION SHS ETF TR 0.1%
Value ($000) $651 Shares 22,000 Est. Cost $29.43 Unrealized
IHDG WISDOMTREE TR 0.1%
Value ($000) $641 Shares 14,762 Est. Cost $45.15 Unrealized
SNPS SYNOPSYS INC 0.1%
Value ($000) $639 Shares 1,490 Est. Cost $461.12 Unrealized +5.4%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $635 Shares 2,495 Est. Cost $276.02 Unrealized +0.7%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $610 Shares 1,300 Est. Cost $373.64 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $593 Shares 3,436 Est. Cost $125.14 Unrealized +29.5%
SAP SAP SE 0.1%
Value ($000) $592 Shares 2,204 Est. Cost $120.93 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $578 Shares 6,381 Est. Cost $79.00 Unrealized +10.6%
GSG ISHARES S&P GSCI COMMODITY- 0.0%
Value ($000) $575 Shares 25,250 Est. Cost $21.95 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $570 Shares 9,502 Est. Cost $38.16 Unrealized +33.7%
AVGO BROADCOM INC 0.0%
Value ($000) $569 Shares 3,400 Est. Cost $162.36 Unrealized +29.2%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $568 Shares 4,020 Est. Cost $146.86 Unrealized -0.2%
DTD WISDOMTREE TR 0.0%
Value ($000) $567 Shares 7,366 Est. Cost $73.68 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $563 Shares 8,636 Est. Cost $103.48 Unrealized -24.9%
PLD PROLOGIS INC. 0.0%
Value ($000) $563 Shares 5,039 Est. Cost $113.95 Unrealized -1.8%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $563 Shares 13,458 Est. Cost $40.03 Unrealized
PINS PINTEREST INC 0.0%
Value ($000) $558 Shares 18,000 Est. Cost $31.43 Unrealized +7.8%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $550 Shares 2,000 Est. Cost $231.26 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $550 Shares 2,000 Est. Cost $231.26 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $549 Shares 7,535 Est. Cost $74.98 Unrealized +4.2%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $544 Shares 1,615 Est. Cost $197.20 Unrealized +82.1%
ASML ASML HOLDING N V 0.0%
Value ($000) $521 Shares 787 Est. Cost $859.87 Unrealized
AVUS AMERICAN CENTY ETF TR 0.0%
Value ($000) $511 Shares 5,535 Est. Cost $75.96 Unrealized
SLYG SPDR SER TR 0.0%
Value ($000) $511 Shares 6,157 Est. Cost $86.00 Unrealized
OC OWENS CORNING NEW 0.0%
Value ($000) $510 Shares 3,562 Est. Cost $99.77 Unrealized +65.7%
FTNT FORTINET INC 0.0%
Value ($000) $505 Shares 5,250 Est. Cost $65.52 Unrealized +54.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $505 Shares 6,602 Est. Cost $69.50 Unrealized +15.5%
CME CME GROUP INC 0.0%
Value ($000) $504 Shares 1,900 Est. Cost $197.57 Unrealized +22.7%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $501 Shares 5,766 Est. Cost $85.21 Unrealized +12.4%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $499 Shares 3,807 Est. Cost $115.48 Unrealized
XNTK SPDR SER TR 0.0%
Value ($000) $491 Shares 2,559 Est. Cost $136.60 Unrealized
HPQ HP INC 0.0%
Value ($000) $490 Shares 17,510 Est. Cost $29.03 Unrealized +4.6%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $486 Shares 3,987 Est. Cost $89.10 Unrealized +24.1%
INTC INTEL CORP 0.0%
Value ($000) $482 Shares 21,238 Est. Cost $34.75 Unrealized -37.0%
EBAY EBAY INC. 0.0%
Value ($000) $482 Shares 7,110 Est. Cost $51.43 Unrealized +27.8%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $477 Shares 1,090 Est. Cost $362.74 Unrealized +21.7%
IWP ISHARES TR 0.0%
Value ($000) $477 Shares 4,060 Est. Cost $89.43 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $474 Shares 2,180 Est. Cost $150.33 Unrealized +26.1%
NKE NIKE INC 0.0%
Value ($000) $474 Shares 7,439 Est. Cost $85.56 Unrealized -15.8%
CLS CELESTICA INC 0.0%
Value ($000) $473 Shares 6,000 Est. Cost $52.29 Unrealized +102.9%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $472 Shares 5,896 Est. Cost $59.08 Unrealized +38.1%
SO SOUTHERN CO 0.0%
Value ($000) $466 Shares 5,068 Est. Cost $67.63 Unrealized +24.4%
AFL AFLAC INC 0.0%
Value ($000) $466 Shares 4,191 Est. Cost $91.48 Unrealized +13.8%
ACWX ISHARES TR 0.0%
Value ($000) $463 Shares 8,346 Est. Cost $46.76 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $460 Shares 1,598 Est. Cost $263.65 Unrealized
PBR PETROLEO BRASILEIRO SA PETRO 0.0%
Value ($000) $459 Shares 32,042 Est. Cost $14.34 Unrealized
GVIP GOLDMAN SACHS ETF TR 0.0%
Value ($000) $458 Shares 3,886 Est. Cost $99.98 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $451 Shares 9,597 Est. Cost $35.41 Unrealized +37.8%
WELL WELLTOWER INC 0.0%
Value ($000) $445 Shares 2,903 Est. Cost $103.36 Unrealized +35.7%
CRDF CARDIFF ONCOLOGY INC 0.0%
Value ($000) $441 Shares 140,469 Est. Cost $3.77 Unrealized +4.9%
DHS WISDOMTREE TR 0.0%
Value ($000) $440 Shares 4,439 Est. Cost $93.40 Unrealized
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $437 Shares 1,932 Est. Cost $117.65 Unrealized +75.5%
BBAG J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $435 Shares 9,428 Est. Cost $45.35 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $435 Shares 4,638 Est. Cost $79.59 Unrealized +10.4%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $434 Shares 8,645 Est. Cost $60.22 Unrealized -9.7%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $434 Shares 997 Est. Cost $451.34 Unrealized -12.6%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $433 Shares 3,962 Est. Cost $74.67 Unrealized +31.8%
VCR VANGUARD WORLD FD 0.0%
Value ($000) $431 Shares 1,323 Est. Cost $318.76 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $427 Shares 674 Est. Cost $889.95 Unrealized -23.1%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $422 Shares 6,416 Est. Cost $58.96 Unrealized +14.9%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $418 Shares 864 Est. Cost $524.49 Unrealized -1.1%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $414 Shares 2,490 Est. Cost $121.67 Unrealized +37.2%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $414 Shares 900 Est. Cost $445.57 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $412 Shares 922 Est. Cost $443.28 Unrealized +1.1%
DOV DOVER CORP 0.0%
Value ($000) $411 Shares 2,341 Est. Cost $176.79 Unrealized +7.6%
BA BOEING CO 0.0%
Value ($000) $411 Shares 2,410 Est. Cost $188.58 Unrealized -8.2%
VOX VANGUARD WORLD FD 0.0%
Value ($000) $410 Shares 2,763 Est. Cost $131.22 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $409 Shares 2,482 Est. Cost $166.46 Unrealized -1.2%
EOG EOG RES INC 0.0%
Value ($000) $403 Shares 3,146 Est. Cost $115.98 Unrealized +7.9%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $403 Shares 5,937 Est. Cost $62.51 Unrealized -4.4%
ORLA ORLA MNG LTD NEW 0.0%
Value ($000) $398 Shares 42,600 Est. Cost $7.10 Unrealized 0.0%
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $398 Shares 4,938 Est. Cost $100.74 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $393 Shares 3,773 Est. Cost $92.00 Unrealized -3.1%
TGT TARGET CORP 0.0%
Value ($000) $378 Shares 3,620 Est. Cost $135.29 Unrealized -11.1%
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $378 Shares 9,163 Est. Cost $37.22 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $377 Shares 4,496 Est. Cost $53.17 Unrealized +55.3%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $371 Shares 6,332 Est. Cost $52.76 Unrealized -1.2%
GWW GRAINGER W W INC 0.0%
Value ($000) $366 Shares 371 Est. Cost $692.37 Unrealized +48.2%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $366 Shares 2,180 Est. Cost $142.89 Unrealized +26.5%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $365 Shares 1,771 Est. Cost $148.51 Unrealized +57.1%
GEV GE VERNOVA INC 0.0%
Value ($000) $365 Shares 1,195 Est. Cost $200.38 Unrealized +73.7%
MMM 3M CO 0.0%
Value ($000) $363 Shares 2,474 Est. Cost $98.78 Unrealized +46.4%
VIS VANGUARD WORLD FD 0.0%
Value ($000) $362 Shares 1,461 Est. Cost $244.44 Unrealized
AGI ALAMOS GOLD INC NEW 0.0%
Value ($000) $358 Shares 13,400 Est. Cost $22.52 Unrealized 0.0%
VTR VENTAS INC 0.0%
Value ($000) $357 Shares 5,196 Est. Cost $60.71 Unrealized +2.3%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $355 Shares 3,278 Est. Cost $94.57 Unrealized 0.0%
AIQ GLOBAL X FDS 0.0%
Value ($000) $355 Shares 9,750 Est. Cost $36.00 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $350 Shares 1,014 Est. Cost $315.91 Unrealized +1.1%
WAT WATERS CORP 0.0%
Value ($000) $349 Shares 948 Est. Cost $371.38 Unrealized +4.3%
MET METLIFE INC 0.0%
Value ($000) $349 Shares 4,349 Est. Cost $62.19 Unrealized +30.5%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $348 Shares 1,981 Est. Cost $125.83 Unrealized +45.7%
IFRA ISHARES TR 0.0%
Value ($000) $346 Shares 7,682 Est. Cost $36.36 Unrealized
MDB MONGODB INC 0.0%
Value ($000) $346 Shares 1,973 Est. Cost $294.81 Unrealized -17.3%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $341 Shares 4,833 Est. Cost $132.71 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $339 Shares 727 Est. Cost $394.37 Unrealized +21.3%
PIMCO CORPORATE & INCOME OPP 0.0%
Value ($000) $335 Shares 23,000 Est. Cost $13.78 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.0%
Value ($000) $333 Shares 8,300 Est. Cost $62.16 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $331 Shares 2,071 Est. Cost $118.82 Unrealized +32.2%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $331 Shares 7,876 Est. Cost $45.76 Unrealized -12.8%
WDAY WORKDAY INC 0.0%
Value ($000) $330 Shares 1,412 Est. Cost $255.43 Unrealized -0.1%
USFR WISDOMTREE TR 0.0%
Value ($000) $329 Shares 6,539 Est. Cost $50.26 Unrealized
AON AON PLC 0.0%
Value ($000) $328 Shares 821 Est. Cost $330.23 Unrealized +15.6%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $326 Shares 6,500 Est. Cost $60.22 Unrealized -9.7%
GDDY GODADDY INC 0.0%
Value ($000) $326 Shares 1,810 Est. Cost $136.52 Unrealized +40.0%
RWK INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $326 Shares 3,022 Est. Cost $105.03 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $325 Shares 4,418 Est. Cost $75.11 Unrealized
FCA FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $322 Shares 15,356 Est. Cost $20.05 Unrealized
DXCM DEXCOM INC 0.0%
Value ($000) $320 Shares 4,681 Est. Cost $91.04 Unrealized -10.4%
CVS CVS HEALTH CORP 0.0%
Value ($000) $318 Shares 4,697 Est. Cost $57.99 Unrealized 0.0%
PHM PULTE GROUP INC 0.0%
Value ($000) $318 Shares 3,088 Est. Cost $121.35 Unrealized -11.7%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $316 Shares 1,056 Est. Cost $309.73 Unrealized -7.2%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $313 Shares 10,972 Est. Cost $18.41 Unrealized +45.0%
GOOG ALPHABET INC 0.0%
Value ($000) $312 Shares 2,000 Est. Cost $119.37 Unrealized +52.9%
IT GARTNER INC 0.0%
Value ($000) $311 Shares 741 Est. Cost $312.33 Unrealized +57.8%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $307 Shares 6,157 Est. Cost $38.39 Unrealized
VICI VICI PPTYS INC 0.0%
Value ($000) $302 Shares 9,172 Est. Cost $29.23 Unrealized -0.2%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $302 Shares 1,496 Est. Cost $158.01 Unrealized +68.8%
WMB WILLIAMS COS INC 0.0%
Value ($000) $300 Shares 5,026 Est. Cost $40.25 Unrealized +37.7%
ENB ENBRIDGE INC 0.0%
Value ($000) $299 Shares 6,743 Est. Cost $29.41 Unrealized +40.8%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $299 Shares 6,847 Est. Cost $47.20 Unrealized +24.2%
BIIB BIOGEN INC 0.0%
Value ($000) $298 Shares 2,175 Est. Cost $272.76 Unrealized -47.6%
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $296 Shares 1,394 Est. Cost $159.24 Unrealized +65.7%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $295 Shares 3,160 Est. Cost $78.38 Unrealized
TTD THE TRADE DESK INC 0.0%
Value ($000) $295 Shares 5,391 Est. Cost $78.91 Unrealized +14.7%
USB US BANCORP DEL 0.0%
Value ($000) $294 Shares 6,964 Est. Cost $40.31 Unrealized +9.6%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $293 Shares 994 Est. Cost $249.74 Unrealized +20.3%
IDXX IDEXX LABS INC 0.0%
Value ($000) $293 Shares 698 Est. Cost $485.14 Unrealized -10.5%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $292 Shares 1,106 Est. Cost $211.42 Unrealized +16.1%
APP APPLOVIN CORP 0.0%
Value ($000) $290 Shares 1,094 Est. Cost $252.97 Unrealized +36.2%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $290 Shares 4,666 Est. Cost $53.23 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $290 Shares 786 Est. Cost $283.81 Unrealized +26.0%
CFLT CONFLUENT INC 0.0%
Value ($000) $289 Shares 12,318 Est. Cost $28.19 Unrealized +2.7%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $288 Shares 489 Est. Cost $522.36 Unrealized +6.7%
ECL ECOLAB INC 0.0%
Value ($000) $287 Shares 1,134 Est. Cost $215.75 Unrealized +15.7%
AMZN AMAZON COM INC 0.0%
Value ($000) $285 Shares 1,500 Est. Cost $143.75 Unrealized +51.0%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $285 Shares 825 Est. Cost $243.18 Unrealized +28.8%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $283 Shares 1,135 Est. Cost $238.11 Unrealized +5.3%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $281 Shares 6,758 Est. Cost $14.02 Unrealized +239.1%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $281 Shares 6,393 Est. Cost $34.66 Unrealized +26.4%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $279 Shares 1,948 Est. Cost $145.96 Unrealized +8.3%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $277 Shares 1,140 Est. Cost $151.19 Unrealized +53.4%
HESS CORP 0.0%
Value ($000) $273 Shares 1,709 Est. Cost $118.96 Unrealized
COR CENCORA INC 0.0%
Value ($000) $272 Shares 979 Est. Cost $234.02 Unrealized +6.6%
WRB BERKLEY W R CORP 0.0%
Value ($000) $267 Shares 3,746 Est. Cost $43.86 Unrealized +36.2%
CBRE CBRE GROUP INC 0.0%
Value ($000) $265 Shares 2,029 Est. Cost $130.93 Unrealized +3.8%
NTAP NETAPP INC 0.0%
Value ($000) $264 Shares 3,009 Est. Cost $97.53 Unrealized +11.0%
O REALTY INCOME CORP 0.0%
Value ($000) $264 Shares 4,549 Est. Cost $48.92 Unrealized +7.5%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $260 Shares 1,360 Est. Cost $227.88 Unrealized -8.1%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $257 Shares 1,000 Est. Cost $218.15 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $256 Shares 1,785 Est. Cost $125.72 Unrealized +3.2%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $253 Shares 1,063 Est. Cost $210.63 Unrealized +27.9%
NEM NEWMONT CORP 0.0%
Value ($000) $253 Shares 5,237 Est. Cost $40.62 Unrealized +6.5%
NRG NRG ENERGY INC 0.0%
Value ($000) $252 Shares 2,644 Est. Cost $78.60 Unrealized +27.3%
VDC VANGUARD WORLD FD 0.0%
Value ($000) $252 Shares 1,153 Est. Cost $204.55 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $252 Shares 3,413 Est. Cost $67.88 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $251 Shares 6,723 Est. Cost $36.44 Unrealized -5.1%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $250 Shares 2,881 Est. Cost $69.60 Unrealized +9.4%
PAYX PAYCHEX INC 0.0%
Value ($000) $250 Shares 1,621 Est. Cost $123.33 Unrealized +16.1%
PCAR PACCAR INC 0.0%
Value ($000) $245 Shares 2,520 Est. Cost $84.48 Unrealized +21.9%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $245 Shares 1,850 Est. Cost $132.23 Unrealized
NUVEEN NEW YORK QLT MUN INC 0.0%
Value ($000) $243 Shares 21,284 Est. Cost $11.41 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $243 Shares 1,839 Est. Cost $138.07 Unrealized -6.3%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $242 Shares 15,709 Est. Cost $18.55 Unrealized +4.6%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $241 Shares 1,124 Est. Cost $216.25 Unrealized -3.1%
IBN ICICI BANK LIMITED 0.0%
Value ($000) $239 Shares 7,567 Est. Cost $28.88 Unrealized
OKTA OKTA INC 0.0%
Value ($000) $238 Shares 2,266 Est. Cost $97.67 Unrealized 0.0%
ZS ZSCALER INC 0.0%
Value ($000) $237 Shares 1,194 Est. Cost $153.01 Unrealized +30.2%
KR KROGER CO 0.0%
Value ($000) $236 Shares 3,491 Est. Cost $52.04 Unrealized +19.7%
NET CLOUDFLARE INC 0.0%
Value ($000) $235 Shares 2,083 Est. Cost $132.56 Unrealized 0.0%
PSX PHILLIPS 66 0.0%
Value ($000) $233 Shares 1,885 Est. Cost $134.04 Unrealized -11.0%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $233 Shares 1,112 Est. Cost $192.51 Unrealized +7.0%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $231 Shares 1,114 Est. Cost $173.43 Unrealized +15.2%
CMI CUMMINS INC 0.0%
Value ($000) $229 Shares 732 Est. Cost $255.75 Unrealized +35.3%
KKR KKR & CO INC 0.0%
Value ($000) $228 Shares 1,974 Est. Cost $121.31 Unrealized +12.8%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $227 Shares 1,033 Est. Cost $220.13 Unrealized -6.7%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $227 Shares 1,747 Est. Cost $109.18 Unrealized +16.1%
FDX FEDEX CORP 0.0%
Value ($000) $225 Shares 918 Est. Cost $248.56 Unrealized +2.0%
CASY CASEYS GEN STORES INC 0.0%
Value ($000) $222 Shares 511 Est. Cost $400.59 Unrealized +1.9%
IR INGERSOLL RAND INC 0.0%
Value ($000) $222 Shares 2,770 Est. Cost $87.14 Unrealized -0.1%
FAST FASTENAL CO 0.0%
Value ($000) $220 Shares 2,833 Est. Cost $33.30 Unrealized +10.6%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $220 Shares 429 Est. Cost $457.36 Unrealized +2.8%
PINS PINTEREST INC 0.0%
Value ($000) $217 Shares 6,991 Est. Cost $31.43 Unrealized +7.8%
OKE ONEOK INC NEW 0.0%
Value ($000) $216 Shares 2,178 Est. Cost $83.74 Unrealized +13.4%
MPC MARATHON PETE CORP 0.0%
Value ($000) $216 Shares 1,483 Est. Cost $146.92 Unrealized -1.2%
MTB M & T BK CORP 0.0%
Value ($000) $216 Shares 1,206 Est. Cost $148.42 Unrealized +24.3%
TFC TRUIST FINL CORP 0.0%
Value ($000) $214 Shares 5,189 Est. Cost $35.66 Unrealized +19.7%
EXC EXELON CORP 0.0%
Value ($000) $213 Shares 4,625 Est. Cost $35.90 Unrealized +12.8%
XEL XCEL ENERGY INC 0.0%
Value ($000) $212 Shares 2,996 Est. Cost $57.34 Unrealized +15.1%
YUM YUM BRANDS INC 0.0%
Value ($000) $212 Shares 1,347 Est. Cost $129.86 Unrealized +9.1%
VST VISTRA CORP 0.0%
Value ($000) $211 Shares 1,800 Est. Cost $137.88 Unrealized +7.8%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $211 Shares 1,917 Est. Cost $138.67 Unrealized -18.8%
VALE VALE S A 0.0%
Value ($000) $210 Shares 21,010 Est. Cost $13.17 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $209 Shares 739 Est. Cost $265.38 Unrealized +38.2%
CPT CAMDEN PPTY TR 0.0%
Value ($000) $208 Shares 1,699 Est. Cost $113.24 Unrealized 0.0%
VRSN VERISIGN INC 0.0%
Value ($000) $208 Shares 818 Est. Cost $186.70 Unrealized +20.6%
IWY ISHARES TR 0.0%
Value ($000) $207 Shares 979 Est. Cost $175.22 Unrealized
HUBB HUBBELL INC 0.0%
Value ($000) $206 Shares 622 Est. Cost $262.16 Unrealized +45.9%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $204 Shares 1,828 Est. Cost $108.22 Unrealized +0.7%
RMD RESMED INC 0.0%
Value ($000) $204 Shares 910 Est. Cost $222.01 Unrealized +4.3%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $202 Shares 851 Est. Cost $234.00 Unrealized +2.3%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $196 Shares 426 Est. Cost $445.57 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $187 Shares 200 Est. Cost $56.91 Unrealized +67.1%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $182 Shares 2,500 Est. Cost $63.25 Unrealized +13.9%
GCT GIGACLOUD TECHNOLOGY INC 0.0%
Value ($000) $178 Shares 12,500 Est. Cost $27.39 Unrealized -33.4%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $170 Shares 14,582 Est. Cost $15.67 Unrealized -8.1%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $168 Shares 1,000 Est. Cost $142.89 Unrealized +26.5%
VST VISTRA CORP 0.0%
Value ($000) $162 Shares 1,379 Est. Cost $137.88 Unrealized +7.8%
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.0%
Value ($000) $161 Shares 4,000 Est. Cost $62.16 Unrealized 0.0%
F FORD MTR CO 0.0%
Value ($000) $160 Shares 15,961 Est. Cost $12.59 Unrealized -26.6%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $155 Shares 2,000 Est. Cost $102.84 Unrealized -1.4%
SNAP SNAP INC 0.0%
Value ($000) $146 Shares 16,804 Est. Cost $11.73 Unrealized -11.2%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $146 Shares 13,597 Est. Cost $7.94 Unrealized +31.7%
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $141 Shares 17,370 Est. Cost $3.96 Unrealized +214.7%
BLACKROCK MUNIYIELD N Y QUAL 0.0%
Value ($000) $140 Shares 14,000 Est. Cost $9.84 Unrealized
DXCM DEXCOM INC 0.0%
Value ($000) $137 Shares 2,000 Est. Cost $91.04 Unrealized -10.4%
NUVEEN NEW YORK AMT QLT MUNI 0.0%
Value ($000) $110 Shares 10,568 Est. Cost $10.53 Unrealized
GCT GIGACLOUD TECHNOLOGY INC 0.0%
Value ($000) $99 Shares 7,000 Est. Cost $27.39 Unrealized -33.4%
AGL AGILON HEALTH INC 0.0%
Value ($000) $85 Shares 19,530 Est. Cost $15.76 Unrealized -77.9%
NUVEEN N Y MUN VALUE FD 0.0%
Value ($000) $83 Shares 10,000 Est. Cost $8.26 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $76 Shares 2,000 Est. Cost $40.38 Unrealized -6.4%
JPM JPMORGAN CHASE & CO. 0.0%
Value ($000) $74 Shares 300 Est. Cost $152.16 Unrealized +64.9%
AGEN AGENUS INC 0.0%
Value ($000) $62 Shares 41,000 Est. Cost $12.08 Unrealized -76.2%
VALE VALE S A 0.0%
Value ($000) $50 Shares 5,000 Est. Cost $13.17 Unrealized
NSPR INSPIREMD INC 0.0%
Value ($000) $40 Shares 15,000 Est. Cost $3.19 Unrealized -11.4%
WIT WIPRO LTD 0.0%
Value ($000) $40 Shares 12,974 Est. Cost $3.54 Unrealized
BRLT BRILLIANT EARTH GROUP INC 0.0%
Value ($000) $32 Shares 20,000 Est. Cost $4.82 Unrealized -70.0%
DOUG DOUGLAS ELLIMAN INC 0.0%
Value ($000) $17 Shares 10,000 Est. Cost $1.92 Unrealized -5.9%
VTYX VENTYX BIOSCIENCES INC 0.0%
Value ($000) $13 Shares 11,412 Est. Cost $32.12 Unrealized -94.7%
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $4 Shares 500 Est. Cost $3.96 Unrealized +214.7%