Robertson Stephens Wealth Management, LLC Diversified Active

CIK: 0001767307 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 24, 2025

Total Value ($000): $3,142,721 (100.0% shares, 0.0% debt)

Holdings (550)

VOO VANGUARD INDEX FDS 7.1%
Value ($000) $222,500 Shares 390,586 Est. Cost $408.48 Unrealized
APP APPLOVIN CORP 4.4%
Value ($000) $137,086 Shares 391,585 Est. Cost $48.70 Unrealized +565.7%
VIG VANGUARD SPECIALIZED FUNDS 4.2%
Value ($000) $131,031 Shares 637,496 Est. Cost $193.34 Unrealized
SPY SPDR S&P 500 ETF TR 4.1%
Value ($000) $128,513 Shares 208,000 Est. Cost $441.24 Unrealized
SPY SPDR S&P 500 ETF TR 4.1%
Value ($000) $127,586 Shares 206,500 Est. Cost $441.24 Unrealized
IVV ISHARES TR 4.0%
Value ($000) $125,394 Shares 201,955 Est. Cost $426.92 Unrealized
VEA VANGUARD TAX-MANAGED FDS 3.3%
Value ($000) $105,019 Shares 1,842,120 Est. Cost $48.60 Unrealized
AAPL APPLE INC 2.8%
Value ($000) $86,938 Shares 423,737 Est. Cost $133.00 Unrealized +51.4%
IEMG ISHARES INC 2.4%
Value ($000) $74,688 Shares 1,245,457 Est. Cost $52.85 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 2.3%
Value ($000) $73,271 Shares 883,638 Est. Cost $82.82 Unrealized
MSFT MICROSOFT CORP 2.1%
Value ($000) $66,269 Shares 133,229 Est. Cost $269.70 Unrealized +60.3%
SPY SPDR S&P 500 ETF TR 1.8%
Value ($000) $57,014 Shares 92,033 Est. Cost $441.24 Unrealized
VTI VANGUARD INDEX FDS 1.8%
Value ($000) $56,719 Shares 186,179 Est. Cost $253.40 Unrealized
BBUS J P MORGAN EXCHANGE TRADED F 1.6%
Value ($000) $49,383 Shares 441,230 Est. Cost $107.03 Unrealized
AGG ISHARES TR 1.2%
Value ($000) $38,210 Shares 385,184 Est. Cost $99.11 Unrealized
IWF ISHARES TR 1.1%
Value ($000) $34,343 Shares 80,887 Est. Cost $248.67 Unrealized
AMZN AMAZON COM INC 1.0%
Value ($000) $31,963 Shares 145,692 Est. Cost $136.84 Unrealized +44.6%
IEFA ISHARES TR 1.0%
Value ($000) $30,209 Shares 362,679 Est. Cost $76.30 Unrealized
IWB ISHARES TR 0.9%
Value ($000) $29,644 Shares 87,297 Est. Cost $249.01 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $28,228 Shares 58,110 Est. Cost $361.06 Unrealized +40.7%
RSP INVESCO EXCHANGE TRADED FD T 0.9%
Value ($000) $28,078 Shares 154,496 Est. Cost $168.29 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.9%
Value ($000) $27,307 Shares 761,910 Est. Cost $26.39 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.8%
Value ($000) $26,158 Shares 337,528 Est. Cost $72.63 Unrealized
GSUS GOLDMAN SACHS ETF TR 0.8%
Value ($000) $25,102 Shares 293,346 Est. Cost $77.10 Unrealized
VTV VANGUARD INDEX FDS 0.8%
Value ($000) $23,825 Shares 134,073 Est. Cost $167.82 Unrealized
XLF SELECT SECTOR SPDR TR 0.7%
Value ($000) $23,307 Shares 445,035 Est. Cost $45.91 Unrealized
VGT VANGUARD WORLD FD 0.7%
Value ($000) $23,126 Shares 34,867 Est. Cost $557.85 Unrealized
VUG VANGUARD INDEX FDS 0.7%
Value ($000) $22,758 Shares 51,892 Est. Cost $268.90 Unrealized
IEI ISHARES TR 0.7%
Value ($000) $22,671 Shares 190,365 Est. Cost $118.94 Unrealized
XLI SELECT SECTOR SPDR TR 0.7%
Value ($000) $21,547 Shares 146,063 Est. Cost $136.74 Unrealized
XLC SELECT SECTOR SPDR TR 0.7%
Value ($000) $21,362 Shares 196,832 Est. Cost $83.38 Unrealized
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $21,061 Shares 21,275 Est. Cost $820.76 Unrealized +20.7%
EFV ISHARES TR 0.6%
Value ($000) $20,190 Shares 318,048 Est. Cost $56.81 Unrealized
DGRO ISHARES TR 0.6%
Value ($000) $19,903 Shares 311,278 Est. Cost $62.68 Unrealized
QQQ INVESCO QQQ TR 0.6%
Value ($000) $19,693 Shares 35,662 Est. Cost $400.35 Unrealized
ITOT ISHARES TR 0.6%
Value ($000) $19,673 Shares 145,685 Est. Cost $114.58 Unrealized
GBIL GOLDMAN SACHS ETF TR 0.6%
Value ($000) $18,669 Shares 186,406 Est. Cost $100.11 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $17,532 Shares 293,123 Est. Cost $59.34 Unrealized
GOOG ALPHABET INC 0.5%
Value ($000) $16,040 Shares 90,425 Est. Cost $112.87 Unrealized +46.1%
BGC BGC GROUP INC 0.5%
Value ($000) $15,949 Shares 1,559,058 Est. Cost $5.27 Unrealized +73.4%
XLK SELECT SECTOR SPDR TR 0.5%
Value ($000) $15,869 Shares 62,665 Est. Cost $138.25 Unrealized
SGOV ISHARES TR 0.5%
Value ($000) $15,648 Shares 155,404 Est. Cost $100.60 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $15,230 Shares 96,392 Est. Cost $97.71 Unrealized +28.8%
HYLB DBX ETF TR 0.5%
Value ($000) $15,134 Shares 409,926 Est. Cost $36.92 Unrealized
MUB ISHARES TR 0.5%
Value ($000) $14,352 Shares 137,365 Est. Cost $105.80 Unrealized
PFF ISHARES TR 0.4%
Value ($000) $13,812 Shares 450,200 Est. Cost $33.20 Unrealized
OEF ISHARES TR 0.4%
Value ($000) $13,591 Shares 44,654 Est. Cost $245.09 Unrealized
IJH ISHARES TR 0.4%
Value ($000) $12,902 Shares 208,026 Est. Cost $68.25 Unrealized
VOT VANGUARD INDEX FDS 0.4%
Value ($000) $12,776 Shares 44,857 Est. Cost $243.50 Unrealized
USIG ISHARES TR 0.4%
Value ($000) $12,358 Shares 240,233 Est. Cost $52.56 Unrealized
GLD SPDR GOLD TR 0.4%
Value ($000) $12,205 Shares 40,039 Est. Cost $277.46 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $12,102 Shares 68,672 Est. Cost $113.87 Unrealized +43.4%
IWR ISHARES TR 0.4%
Value ($000) $11,846 Shares 128,801 Est. Cost $73.19 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.4%
Value ($000) $11,540 Shares 392,933 Est. Cost $22.52 Unrealized
MOAT VANECK ETF TRUST 0.4%
Value ($000) $11,507 Shares 122,685 Est. Cost $96.11 Unrealized
UUUU ENERGY FUELS INC 0.4%
Value ($000) $11,492 Shares 1,998,061 Est. Cost $5.29 Unrealized -9.3%
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $10,793 Shares 37,229 Est. Cost $134.23 Unrealized +88.2%
VYM VANGUARD WHITEHALL FDS 0.3%
Value ($000) $10,549 Shares 79,130 Est. Cost $128.32 Unrealized
PAVE GLOBAL X FDS 0.3%
Value ($000) $10,378 Shares 237,541 Est. Cost $41.08 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $10,355 Shares 130,250 Est. Cost $77.32 Unrealized
IVW ISHARES TR 0.3%
Value ($000) $10,224 Shares 92,864 Est. Cost $73.44 Unrealized
IBDU ISHARES TR 0.3%
Value ($000) $10,164 Shares 435,673 Est. Cost $22.87 Unrealized
V VISA INC 0.3%
Value ($000) $9,873 Shares 27,806 Est. Cost $216.76 Unrealized +60.1%
DFAT DIMENSIONAL ETF TRUST 0.3%
Value ($000) $9,869 Shares 182,896 Est. Cost $45.43 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $9,627 Shares 7,189 Est. Cost $42.56 Unrealized +165.7%
SII SPROTT INC 0.3%
Value ($000) $9,559 Shares 138,361 Est. Cost $55.52 Unrealized 0.0%
GOVT ISHARES TR 0.3%
Value ($000) $9,198 Shares 400,268 Est. Cost $22.98 Unrealized
SPTL SPDR SERIES TRUST 0.3%
Value ($000) $8,928 Shares 335,882 Est. Cost $27.75 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $8,767 Shares 177,261 Est. Cost $47.40 Unrealized
IJR ISHARES TR 0.3%
Value ($000) $8,448 Shares 77,295 Est. Cost $113.14 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.3%
Value ($000) $8,323 Shares 124,188 Est. Cost $51.90 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value ($000) $8,248 Shares 34,690 Est. Cost $234.24 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $8,228 Shares 29,849 Est. Cost $162.00 Unrealized +33.3%
IVE ISHARES TR 0.3%
Value ($000) $8,148 Shares 41,695 Est. Cost $152.69 Unrealized
WMT WALMART INC 0.3%
Value ($000) $8,012 Shares 81,938 Est. Cost $62.86 Unrealized +50.8%
XLU SELECT SECTOR SPDR TR 0.3%
Value ($000) $7,939 Shares 97,223 Est. Cost $77.31 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $7,684 Shares 35,610 Est. Cost $215.42 Unrealized
HEZU ISHARES TR 0.2%
Value ($000) $7,666 Shares 186,843 Est. Cost $29.87 Unrealized
VFH VANGUARD WORLD FD 0.2%
Value ($000) $7,490 Shares 58,836 Est. Cost $104.77 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $7,171 Shares 55,798 Est. Cost $113.24 Unrealized
STNC HENNESSY FDS TR 0.2%
Value ($000) $7,099 Shares 229,968 Est. Cost $25.24 Unrealized
VBK VANGUARD INDEX FDS 0.2%
Value ($000) $7,075 Shares 25,510 Est. Cost $267.02 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $6,997 Shares 92,574 Est. Cost $74.24 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $6,905 Shares 18,833 Est. Cost $306.53 Unrealized +16.1%
SUSL ISHARES TR 0.2%
Value ($000) $6,898 Shares 63,663 Est. Cost $87.06 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $6,767 Shares 75,696 Est. Cost $79.71 Unrealized
IBTJ ISHARES TR 0.2%
Value ($000) $6,517 Shares 297,293 Est. Cost $21.55 Unrealized
QUAL ISHARES TR 0.2%
Value ($000) $6,308 Shares 34,505 Est. Cost $132.57 Unrealized
EAGG ISHARES TR 0.2%
Value ($000) $5,975 Shares 125,686 Est. Cost $46.53 Unrealized
USMV ISHARES TR 0.2%
Value ($000) $5,895 Shares 62,801 Est. Cost $87.94 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $5,788 Shares 14,910 Est. Cost $244.24 Unrealized +35.5%
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $5,713 Shares 78,453 Est. Cost $74.01 Unrealized
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $5,679 Shares 238,297 Est. Cost $34.68 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $5,654 Shares 7,253 Est. Cost $541.54 Unrealized +42.8%
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $5,564 Shares 33,653 Est. Cost $167.67 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $5,461 Shares 29,420 Est. Cost $125.86 Unrealized +45.1%
ESGD ISHARES TR 0.2%
Value ($000) $5,453 Shares 61,117 Est. Cost $73.91 Unrealized
FXI ISHARES TR 0.2%
Value ($000) $5,400 Shares 146,908 Est. Cost $36.70 Unrealized
MINT PIMCO ETF TR 0.2%
Value ($000) $5,340 Shares 53,120 Est. Cost $100.65 Unrealized
BBEU J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $5,240 Shares 77,671 Est. Cost $61.83 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $5,230 Shares 7,086 Est. Cost $340.14 Unrealized +81.3%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $5,102 Shares 7 Est. Cost $613908.70 Unrealized +24.1%
VGSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $5,098 Shares 86,730 Est. Cost $58.06 Unrealized
EMXC ISHARES INC 0.2%
Value ($000) $4,900 Shares 77,600 Est. Cost $61.50 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.2%
Value ($000) $4,884 Shares 210,145 Est. Cost $36.70 Unrealized
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $4,877 Shares 50,540 Est. Cost $114.35 Unrealized -22.5%
VHT VANGUARD WORLD FD 0.2%
Value ($000) $4,875 Shares 19,630 Est. Cost $279.63 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $4,862 Shares 36,074 Est. Cost $130.13 Unrealized
FLTR VANECK ETF TRUST 0.1%
Value ($000) $4,702 Shares 184,373 Est. Cost $25.47 Unrealized
SPYM SPDR SERIES TRUST 0.1%
Value ($000) $4,616 Shares 63,509 Est. Cost $66.02 Unrealized
DYNF BLACKROCK ETF TRUST 0.1%
Value ($000) $4,503 Shares 82,685 Est. Cost $46.00 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $4,502 Shares 80,177 Est. Cost $61.41 Unrealized -17.1%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $4,415 Shares 54,523 Est. Cost $80.21 Unrealized
PFFD GLOBAL X FDS 0.1%
Value ($000) $4,386 Shares 232,944 Est. Cost $20.65 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $4,322 Shares 13,606 Est. Cost $234.51 Unrealized +28.5%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $4,252 Shares 19,985 Est. Cost $185.05 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $4,249 Shares 19,553 Est. Cost $165.58 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $4,243 Shares 20,736 Est. Cost $181.05 Unrealized +2.6%
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $4,235 Shares 51,538 Est. Cost $77.61 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $4,214 Shares 159,027 Est. Cost $41.31 Unrealized
SCHY SCHWAB STRATEGIC TR 0.1%
Value ($000) $4,183 Shares 152,959 Est. Cost $24.29 Unrealized
SUSA ISHARES TR 0.1%
Value ($000) $4,127 Shares 32,564 Est. Cost $93.16 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $4,102 Shares 13,914 Est. Cost $119.81 Unrealized +111.9%
NMRK NEWMARK GROUP INC 0.1%
Value ($000) $3,970 Shares 326,724 Est. Cost $8.68 Unrealized +28.3%
IWP ISHARES TR 0.1%
Value ($000) $3,813 Shares 27,493 Est. Cost $117.25 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $3,779 Shares 24,742 Est. Cost $140.42 Unrealized +7.4%
BLK BLACKROCK INC 0.1%
Value ($000) $3,732 Shares 3,557 Est. Cost $991.05 Unrealized -5.8%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $3,728 Shares 76,035 Est. Cost $50.24 Unrealized
IUSB ISHARES TR 0.1%
Value ($000) $3,714 Shares 80,338 Est. Cost $46.38 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $3,669 Shares 25,128 Est. Cost $79.41 Unrealized +65.9%
FISV FISERV INC 0.1%
Value ($000) $3,625 Shares 21,027 Est. Cost $104.82 Unrealized +73.0%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $3,554 Shares 44,354 Est. Cost $46.35 Unrealized +53.5%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $3,474 Shares 61,100 Est. Cost $55.75 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $3,450 Shares 26,128 Est. Cost $138.89 Unrealized -5.7%
GSAT GLOBALSTAR INC 0.1%
Value ($000) $3,394 Shares 144,129 Est. Cost $24.21 Unrealized -16.8%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $3,357 Shares 6,367 Est. Cost $340.01 Unrealized +46.1%
BFST BUSINESS FIRST BANCSHARES IN 0.1%
Value ($000) $3,297 Shares 133,761 Est. Cost $22.93 Unrealized +0.5%
CSCO CISCO SYS INC 0.1%
Value ($000) $3,265 Shares 47,060 Est. Cost $47.45 Unrealized +27.2%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $3,207 Shares 29,746 Est. Cost $65.39 Unrealized +59.8%
IXUS ISHARES TR 0.1%
Value ($000) $3,123 Shares 40,401 Est. Cost $59.81 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $3,094 Shares 58,639 Est. Cost $51.24 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $3,084 Shares 22,676 Est. Cost $112.47 Unrealized +16.1%
EEM ISHARES TR 0.1%
Value ($000) $3,004 Shares 62,264 Est. Cost $40.68 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVE 0.1%
Value ($000) $3,002 Shares 99,742 Est. Cost $26.57 Unrealized
USHY ISHARES TR 0.1%
Value ($000) $2,944 Shares 78,475 Est. Cost $37.51 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $2,939 Shares 20,524 Est. Cost $111.12 Unrealized +23.3%
DHR DANAHER CORPORATION 0.1%
Value ($000) $2,891 Shares 14,611 Est. Cost $260.48 Unrealized -25.9%
BA BOEING CO 0.1%
Value ($000) $2,832 Shares 13,516 Est. Cost $221.46 Unrealized -14.7%
IBHH ISHARES TR 0.1%
Value ($000) $2,800 Shares 117,987 Est. Cost $23.43 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $2,798 Shares 8,772 Est. Cost $195.12 Unrealized +43.2%
MCD MCDONALDS CORP 0.1%
Value ($000) $2,793 Shares 9,560 Est. Cost $247.48 Unrealized +22.7%
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $2,755 Shares 50,650 Est. Cost $52.78 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,751 Shares 32,432 Est. Cost $72.60 Unrealized
IPAC ISHARES TR 0.1%
Value ($000) $2,746 Shares 39,972 Est. Cost $64.05 Unrealized
DBJP DBX ETF TR 0.1%
Value ($000) $2,743 Shares 35,874 Est. Cost $36.94 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $2,733 Shares 64,652 Est. Cost $33.72 Unrealized
EFG ISHARES TR 0.1%
Value ($000) $2,718 Shares 24,267 Est. Cost $94.82 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $2,693 Shares 62,879 Est. Cost $32.67 Unrealized
ICSH ISHARES TR 0.1%
Value ($000) $2,553 Shares 50,343 Est. Cost $50.72 Unrealized
GCOR GOLDMAN SACHS ETF TR 0.1%
Value ($000) $2,529 Shares 61,182 Est. Cost $41.10 Unrealized
TCAF T ROWE PRICE ETF INC 0.1%
Value ($000) $2,492 Shares 70,637 Est. Cost $31.49 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $2,488 Shares 14,358 Est. Cost $111.09 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $2,471 Shares 15,514 Est. Cost $139.93 Unrealized +3.6%
NOBL PROSHARES TR 0.1%
Value ($000) $2,464 Shares 24,333 Est. Cost $106.68 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $2,461 Shares 8,762 Est. Cost $241.43 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $2,451 Shares 137,676 Est. Cost $18.10 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $2,447 Shares 10,634 Est. Cost $216.89 Unrealized +0.7%
IAU ISHARES GOLD TR 0.1%
Value ($000) $2,435 Shares 39,051 Est. Cost $46.97 Unrealized
SMH VANECK ETF TRUST 0.1%
Value ($000) $2,423 Shares 8,687 Est. Cost $204.38 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $2,385 Shares 5,877 Est. Cost $535.48 Unrealized -22.1%
ETN EATON CORP PLC 0.1%
Value ($000) $2,356 Shares 6,599 Est. Cost $202.47 Unrealized +51.5%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $2,355 Shares 14,783 Est. Cost $137.24 Unrealized +17.2%
VIS VANGUARD WORLD FD 0.1%
Value ($000) $2,348 Shares 8,385 Est. Cost $192.46 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $2,290 Shares 33,150 Est. Cost $62.28 Unrealized
IDEV ISHARES TR 0.1%
Value ($000) $2,234 Shares 29,381 Est. Cost $74.09 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $2,232 Shares 45,072 Est. Cost $49.11 Unrealized
GENI GENIUS SPORTS LIMITED 0.1%
Value ($000) $2,215 Shares 213,007 Est. Cost $6.66 Unrealized +50.0%
IXN ISHARES TR 0.1%
Value ($000) $2,175 Shares 23,555 Est. Cost $80.57 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $2,161 Shares 25,392 Est. Cost $47.38 Unrealized +50.3%
VCLT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $2,150 Shares 28,329 Est. Cost $79.62 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $2,110 Shares 3,755 Est. Cost $459.32 Unrealized +20.1%
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $2,106 Shares 72,086 Est. Cost $36.44 Unrealized
IEV ISHARES TR 0.1%
Value ($000) $2,095 Shares 33,125 Est. Cost $44.79 Unrealized
TLH ISHARES TR 0.1%
Value ($000) $2,091 Shares 20,581 Est. Cost $104.17 Unrealized
EMB ISHARES TR 0.1%
Value ($000) $2,089 Shares 22,554 Est. Cost $89.19 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $2,076 Shares 4,699 Est. Cost $356.51 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $2,066 Shares 25,837 Est. Cost $81.06 Unrealized -4.5%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $2,015 Shares 8,807 Est. Cost $140.42 Unrealized +63.5%
FLEX FLEX LTD 0.1%
Value ($000) $1,990 Shares 39,866 Est. Cost $17.04 Unrealized +128.6%
BAC BANK AMERICA CORP 0.1%
Value ($000) $1,980 Shares 41,835 Est. Cost $33.03 Unrealized +25.5%
CRM SALESFORCE INC 0.1%
Value ($000) $1,958 Shares 7,169 Est. Cost $213.56 Unrealized +24.6%
IEF ISHARES TR 0.1%
Value ($000) $1,951 Shares 20,376 Est. Cost $95.72 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,936 Shares 6,204 Est. Cost $426.08 Unrealized -12.0%
DIS DISNEY WALT CO 0.1%
Value ($000) $1,924 Shares 15,453 Est. Cost $150.56 Unrealized -31.7%
EWG ISHARES INC 0.1%
Value ($000) $1,924 Shares 45,475 Est. Cost $41.35 Unrealized
ESGE ISHARES INC 0.1%
Value ($000) $1,908 Shares 48,713 Est. Cost $32.30 Unrealized
MKC MCCORMICK & CO INC 0.1%
Value ($000) $1,869 Shares 24,646 Est. Cost $76.80 Unrealized -4.4%
MDB MONGODB INC 0.1%
Value ($000) $1,848 Shares 8,800 Est. Cost $328.41 Unrealized -43.7%
ROST ROSS STORES INC 0.1%
Value ($000) $1,838 Shares 14,404 Est. Cost $87.56 Unrealized +57.4%
FNCL FIDELITY COVINGTON TRUST 0.1%
Value ($000) $1,824 Shares 24,640 Est. Cost $35.66 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.1%
Value ($000) $1,810 Shares 38,965 Est. Cost $25.22 Unrealized +43.6%
IBIF ISHARES TR 0.1%
Value ($000) $1,808 Shares 68,450 Est. Cost $25.88 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $1,793 Shares 6,273 Est. Cost $284.67 Unrealized
IVLU ISHARES TR 0.1%
Value ($000) $1,779 Shares 54,100 Est. Cost $25.07 Unrealized
ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.1%
Value ($000) $1,773 Shares 152,218 Est. Cost $25.84 Unrealized -64.9%
DVY ISHARES TR 0.1%
Value ($000) $1,729 Shares 13,021 Est. Cost $121.65 Unrealized
EMNT PIMCO ETF TR 0.1%
Value ($000) $1,720 Shares 17,412 Est. Cost $98.72 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $1,702 Shares 4,956 Est. Cost $311.04 Unrealized +10.8%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,677 Shares 24,156 Est. Cost $66.91 Unrealized +1.8%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $1,640 Shares 22,279 Est. Cost $72.88 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $1,638 Shares 19,772 Est. Cost $82.56 Unrealized
EWC ISHARES INC 0.1%
Value ($000) $1,600 Shares 34,627 Est. Cost $28.75 Unrealized
LMNR LIMONEIRA CO 0.1%
Value ($000) $1,588 Shares 101,460 Est. Cost $20.97 Unrealized -25.8%
ESGV VANGUARD WORLD FD 0.1%
Value ($000) $1,579 Shares 14,403 Est. Cost $81.51 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $1,577 Shares 5,838 Est. Cost $219.10 Unrealized +15.2%
VOX VANGUARD WORLD FD 0.1%
Value ($000) $1,576 Shares 9,216 Est. Cost $106.14 Unrealized
THRO BLACKROCK ETF TRUST 0.0%
Value ($000) $1,565 Shares 43,977 Est. Cost $33.39 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1,541 Shares 31,036 Est. Cost $49.64 Unrealized
JAAA JANUS DETROIT STR TR 0.0%
Value ($000) $1,533 Shares 30,216 Est. Cost $50.75 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.0%
Value ($000) $1,514 Shares 32,974 Est. Cost $46.78 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $1,514 Shares 3,914 Est. Cost $442.10 Unrealized -12.8%
SOXX ISHARES TR 0.0%
Value ($000) $1,512 Shares 6,334 Est. Cost $240.72 Unrealized
ESGU ISHARES TR 0.0%
Value ($000) $1,480 Shares 10,936 Est. Cost $114.47 Unrealized
EG EVEREST GROUP LTD 0.0%
Value ($000) $1,475 Shares 4,339 Est. Cost $250.43 Unrealized +37.3%
EMGF ISHARES INC 0.0%
Value ($000) $1,469 Shares 28,211 Est. Cost $44.77 Unrealized
MRC GLOBAL INC 0.0%
Value ($000) $1,416 Shares 103,263 Est. Cost $12.92 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $1,409 Shares 3,843 Est. Cost $259.81 Unrealized
OZ BELPOINTE PREP LLC 0.0%
Value ($000) $1,371 Shares 21,424 Est. Cost $65.40 Unrealized -1.9%
IHI ISHARES TR 0.0%
Value ($000) $1,362 Shares 21,750 Est. Cost $62.46 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $1,356 Shares 19,031 Est. Cost $57.17 Unrealized +22.1%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $1,351 Shares 37,854 Est. Cost $45.90 Unrealized -26.1%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $1,339 Shares 231 Est. Cost $3225.12 Unrealized +58.0%
DGRW WISDOMTREE TR 0.0%
Value ($000) $1,323 Shares 15,800 Est. Cost $76.72 Unrealized
EPP ISHARES INC 0.0%
Value ($000) $1,304 Shares 26,403 Est. Cost $42.03 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $1,301 Shares 2,593 Est. Cost $440.67 Unrealized +4.6%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $1,294 Shares 19,245 Est. Cost $61.05 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $1,290 Shares 4,316 Est. Cost $326.28 Unrealized -7.2%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $1,280 Shares 6,533 Est. Cost $197.45 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1,265 Shares 6,415 Est. Cost $109.93 Unrealized
EWU ISHARES TR 0.0%
Value ($000) $1,261 Shares 31,757 Est. Cost $31.71 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $1,245 Shares 21,366 Est. Cost $43.17 Unrealized +22.5%
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $1,207 Shares 179,675 Est. Cost $32.35 Unrealized -86.9%
SHOP SHOPIFY INC 0.0%
Value ($000) $1,204 Shares 10,440 Est. Cost $41.48 Unrealized +141.1%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $1,192 Shares 4,062 Est. Cost $266.80 Unrealized +7.7%
NG NOVAGOLD RES INC 0.0%
Value ($000) $1,182 Shares 289,101 Est. Cost $3.02 Unrealized +24.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $1,179 Shares 8,842 Est. Cost $97.68 Unrealized +16.2%
MTUM ISHARES TR 0.0%
Value ($000) $1,177 Shares 4,898 Est. Cost $187.99 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $1,167 Shares 4,418 Est. Cost $262.71 Unrealized +3.7%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $1,161 Shares 11,898 Est. Cost $74.98 Unrealized +5.2%
MBB ISHARES TR 0.0%
Value ($000) $1,154 Shares 12,296 Est. Cost $92.74 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,154 Shares 47,208 Est. Cost $23.15 Unrealized
XSOE WISDOMTREE TR 0.0%
Value ($000) $1,150 Shares 33,366 Est. Cost $29.46 Unrealized
GREK GLOBAL X FDS 0.0%
Value ($000) $1,148 Shares 19,481 Est. Cost $46.97 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $1,146 Shares 4,301 Est. Cost $159.18 Unrealized +49.3%
TLT ISHARES TR 0.0%
Value ($000) $1,126 Shares 12,764 Est. Cost $93.63 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $1,125 Shares 4,029 Est. Cost $213.31 Unrealized +30.2%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $1,119 Shares 2,876 Est. Cost $441.86 Unrealized -10.2%
KKR KKR & CO INC 0.0%
Value ($000) $1,112 Shares 8,360 Est. Cost $68.17 Unrealized +71.1%
REIT ALPS ETF TR 0.0%
Value ($000) $1,111 Shares 42,219 Est. Cost $27.66 Unrealized
AVUS AMERICAN CENTY ETF TR 0.0%
Value ($000) $1,102 Shares 10,926 Est. Cost $75.11 Unrealized
TMSL T ROWE PRICE ETF INC 0.0%
Value ($000) $1,099 Shares 33,517 Est. Cost $32.24 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $1,078 Shares 4,929 Est. Cost $85.05 Unrealized +89.1%
BX BLACKSTONE INC 0.0%
Value ($000) $1,072 Shares 7,167 Est. Cost $124.65 Unrealized +8.4%
DMXF ISHARES TR 0.0%
Value ($000) $1,071 Shares 14,382 Est. Cost $74.44 Unrealized
IT GARTNER INC 0.0%
Value ($000) $1,062 Shares 2,627 Est. Cost $423.04 Unrealized -1.1%
BBJP J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1,061 Shares 17,182 Est. Cost $53.37 Unrealized
OUNZ VANECK MERK GOLD ETF 0.0%
Value ($000) $1,052 Shares 33,003 Est. Cost $30.61 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $1,039 Shares 11,391 Est. Cost $67.45 Unrealized +23.3%
DWM WISDOMTREE TR 0.0%
Value ($000) $1,034 Shares 16,260 Est. Cost $55.30 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $1,029 Shares 11,231 Est. Cost $89.21 Unrealized -4.5%
EWS ISHARES INC 0.0%
Value ($000) $1,023 Shares 39,359 Est. Cost $22.54 Unrealized
BINC BLACKROCK ETF TRUST II 0.0%
Value ($000) $1,018 Shares 19,259 Est. Cost $52.67 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQT 0.0%
Value ($000) $1,017 Shares 37,081 Est. Cost $25.86 Unrealized
EPI WISDOMTREE TR 0.0%
Value ($000) $1,000 Shares 21,065 Est. Cost $48.44 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $955 Shares 2,062 Est. Cost $477.94 Unrealized -3.9%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $944 Shares 30,426 Est. Cost $22.59 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $941 Shares 21,042 Est. Cost $45.49 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $937 Shares 20,471 Est. Cost $41.12 Unrealized -0.9%
IDV ISHARES TR 0.0%
Value ($000) $910 Shares 26,383 Est. Cost $34.51 Unrealized
IEUR ISHARES TR 0.0%
Value ($000) $896 Shares 13,542 Est. Cost $66.20 Unrealized
GNMA ISHARES TR 0.0%
Value ($000) $888 Shares 20,215 Est. Cost $43.36 Unrealized
OMF ONEMAIN HLDGS INC 0.0%
Value ($000) $880 Shares 15,441 Est. Cost $46.42 Unrealized +7.4%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $877 Shares 6,177 Est. Cost $112.41 Unrealized -3.1%
MMM 3M CO 0.0%
Value ($000) $867 Shares 5,698 Est. Cost $115.12 Unrealized +22.7%
XJH ISHARES TR 0.0%
Value ($000) $863 Shares 20,792 Est. Cost $40.49 Unrealized
BCAL CALIFORNIA BANCORP 0.0%
Value ($000) $844 Shares 53,579 Est. Cost $14.47 Unrealized -2.0%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $842 Shares 33,289 Est. Cost $36.50 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $837 Shares 11,689 Est. Cost $56.49 Unrealized
ILCV ISHARES TR 0.0%
Value ($000) $835 Shares 10,016 Est. Cost $83.39 Unrealized
INVX INNOVEX INTERNATIONAL INC 0.0%
Value ($000) $833 Shares 53,313 Est. Cost $16.99 Unrealized -9.5%
JBND J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $811 Shares 15,134 Est. Cost $53.59 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $794 Shares 2,548 Est. Cost $215.39 Unrealized +40.1%
JNK SPDR SERIES TRUST 0.0%
Value ($000) $789 Shares 8,116 Est. Cost $95.94 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $779 Shares 4,009 Est. Cost $187.40 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $777 Shares 32,071 Est. Cost $32.90 Unrealized -32.1%
IYF ISHARES TR 0.0%
Value ($000) $764 Shares 6,315 Est. Cost $95.63 Unrealized
HYMB SPDR SERIES TRUST 0.0%
Value ($000) $759 Shares 30,632 Est. Cost $26.01 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $759 Shares 6,100 Est. Cost $213.70 Unrealized -50.2%
TWLO TWILIO INC 0.0%
Value ($000) $759 Shares 6,100 Est. Cost $213.70 Unrealized -50.2%
SLV ISHARES SILVER TR 0.0%
Value ($000) $758 Shares 23,112 Est. Cost $23.42 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $755 Shares 5,359 Est. Cost $77.67 Unrealized +55.7%
VLUE ISHARES TR 0.0%
Value ($000) $753 Shares 6,648 Est. Cost $96.47 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $747 Shares 2,131 Est. Cost $228.81 Unrealized +2.2%
VCR VANGUARD WORLD FD 0.0%
Value ($000) $746 Shares 2,060 Est. Cost $266.88 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $743 Shares 1,064 Est. Cost $347.36 Unrealized +80.9%
AFL AFLAC INC 0.0%
Value ($000) $737 Shares 6,990 Est. Cost $59.09 Unrealized +75.4%
QTEC FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $737 Shares 3,461 Est. Cost $190.84 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $736 Shares 14,937 Est. Cost $48.65 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $725 Shares 3,114 Est. Cost $166.83 Unrealized +19.7%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $723 Shares 1,022 Est. Cost $339.36 Unrealized +68.5%
EMXF ISHARES TR 0.0%
Value ($000) $722 Shares 16,832 Est. Cost $42.88 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $709 Shares 13,984 Est. Cost $50.42 Unrealized
ESML ISHARES TR 0.0%
Value ($000) $705 Shares 17,053 Est. Cost $37.28 Unrealized
SBR SABINE RTY TR 0.0%
Value ($000) $704 Shares 10,600 Est. Cost $64.51 Unrealized
HIMU BLACKROCK ETF TRUST II 0.0%
Value ($000) $700 Shares 14,385 Est. Cost $49.39 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $699 Shares 2,256 Est. Cost $197.94 Unrealized +52.8%
IUSV ISHARES TR 0.0%
Value ($000) $695 Shares 7,515 Est. Cost $83.64 Unrealized
HEDJ WISDOMTREE TR 0.0%
Value ($000) $694 Shares 14,424 Est. Cost $53.34 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $688 Shares 2,406 Est. Cost $264.08 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $678 Shares 5,485 Est. Cost $113.62 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $675 Shares 3,680 Est. Cost $100.93 Unrealized +65.8%
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $671 Shares 4,150 Est. Cost $116.06 Unrealized
CALY TOPGOLF CALLAWAY BRANDS CORP 0.0%
Value ($000) $671 Shares 83,379 Est. Cost $28.19 Unrealized -75.6%
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $670 Shares 7,436 Est. Cost $80.41 Unrealized
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $669 Shares 3,966 Est. Cost $146.88 Unrealized +2.8%
USFR WISDOMTREE TR 0.0%
Value ($000) $660 Shares 13,127 Est. Cost $50.28 Unrealized
SPTM SPDR SERIES TRUST 0.0%
Value ($000) $654 Shares 8,730 Est. Cost $31.81 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $654 Shares 29,199 Est. Cost $23.98 Unrealized
AVUV AMERICAN CENTY ETF TR 0.0%
Value ($000) $651 Shares 7,148 Est. Cost $77.95 Unrealized
LVHI LEGG MASON ETF INVT 0.0%
Value ($000) $651 Shares 20,004 Est. Cost $32.46 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $643 Shares 17,179 Est. Cost $32.18 Unrealized +11.5%
PDN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $633 Shares 16,278 Est. Cost $29.73 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $624 Shares 5,901 Est. Cost $66.57 Unrealized +51.6%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $621 Shares 7,068 Est. Cost $79.42 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $620 Shares 2,492 Est. Cost $212.34 Unrealized +11.7%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $617 Shares 9,082 Est. Cost $62.81 Unrealized +3.7%
TCHP T ROWE PRICE ETF INC 0.0%
Value ($000) $600 Shares 13,232 Est. Cost $34.70 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $600 Shares 4,858 Est. Cost $72.01 Unrealized +74.8%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $596 Shares 1,171 Est. Cost $329.40 Unrealized +31.6%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $596 Shares 7,635 Est. Cost $67.94 Unrealized +11.6%
IWS ISHARES TR 0.0%
Value ($000) $595 Shares 4,500 Est. Cost $124.16 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $593 Shares 3,677 Est. Cost $156.18 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $576 Shares 4,289 Est. Cost $115.95 Unrealized -4.5%
IAGG ISHARES TR 0.0%
Value ($000) $575 Shares 11,257 Est. Cost $51.09 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $572 Shares 7,138 Est. Cost $80.11 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $571 Shares 1,305 Est. Cost $392.99 Unrealized 0.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $564 Shares 6,288 Est. Cost $66.98 Unrealized +31.4%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $561 Shares 6,296 Est. Cost $89.38 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $560 Shares 5,373 Est. Cost $90.40 Unrealized +15.3%
PWZ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $557 Shares 23,848 Est. Cost $25.08 Unrealized
URTH ISHARES INC 0.0%
Value ($000) $554 Shares 3,272 Est. Cost $147.50 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $549 Shares 2,632 Est. Cost $106.59 Unrealized +84.0%
VTR VENTAS INC 0.0%
Value ($000) $546 Shares 8,581 Est. Cost $45.05 Unrealized +42.0%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $542 Shares 16,969 Est. Cost $24.12 Unrealized +27.7%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $533 Shares 12,316 Est. Cost $38.19 Unrealized +9.5%
LOW LOWES COS INC 0.0%
Value ($000) $523 Shares 2,358 Est. Cost $202.90 Unrealized +8.7%
TOTALENERGIES SE 0.0%
Value ($000) $521 Shares 8,348 Est. Cost $66.98 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $516 Shares 5,622 Est. Cost $67.17 Unrealized +31.0%
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $516 Shares 8,093 Est. Cost $59.46 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $514 Shares 4,172 Est. Cost $79.83 Unrealized +16.8%
VONV VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $512 Shares 6,003 Est. Cost $82.54 Unrealized
INDIA FD INC 0.0%
Value ($000) $510 Shares 30,850 Est. Cost $16.65 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $504 Shares 17,155 Est. Cost $15.03 Unrealized +78.0%
IBHF ISHARES TR 0.0%
Value ($000) $502 Shares 21,610 Est. Cost $22.64 Unrealized
SDY SPDR SERIES TRUST 0.0%
Value ($000) $501 Shares 3,694 Est. Cost $114.79 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $493 Shares 6,299 Est. Cost $84.64 Unrealized -11.9%
IJK ISHARES TR 0.0%
Value ($000) $492 Shares 5,408 Est. Cost $85.54 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $491 Shares 927 Est. Cost $193.27 Unrealized +115.2%
PII POLARIS INC 0.0%
Value ($000) $488 Shares 12,007 Est. Cost $97.18 Unrealized -61.2%
INTC INTEL CORP 0.0%
Value ($000) $486 Shares 21,683 Est. Cost $44.28 Unrealized -53.2%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $484 Shares 2,332 Est. Cost $167.35 Unrealized +4.1%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $481 Shares 10,396 Est. Cost $50.22 Unrealized -6.0%
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $475 Shares 2,406 Est. Cost $153.93 Unrealized +17.9%
T AT&T INC 0.0%
Value ($000) $472 Shares 16,319 Est. Cost $16.00 Unrealized +68.5%
DBEU DBX ETF TR 0.0%
Value ($000) $470 Shares 10,655 Est. Cost $36.62 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $469 Shares 3,644 Est. Cost $112.85 Unrealized
F FORD MTR CO 0.0%
Value ($000) $465 Shares 42,825 Est. Cost $8.18 Unrealized +20.7%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $462 Shares 1,940 Est. Cost $217.48 Unrealized -5.3%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $457 Shares 3,996 Est. Cost $102.62 Unrealized -4.4%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $453 Shares 20,493 Est. Cost $24.47 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $452 Shares 616 Est. Cost $503.39 Unrealized +39.8%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $451 Shares 4,832 Est. Cost $65.20 Unrealized +26.3%
EWJ ISHARES INC 0.0%
Value ($000) $445 Shares 5,940 Est. Cost $65.47 Unrealized
DE DEERE & CO 0.0%
Value ($000) $442 Shares 867 Est. Cost $360.74 Unrealized +34.4%
PAAS PAN AMERN SILVER CORP 0.0%
Value ($000) $440 Shares 15,500 Est. Cost $25.88 Unrealized 0.0%
HSY HERSHEY CO 0.0%
Value ($000) $440 Shares 2,650 Est. Cost $235.45 Unrealized -31.4%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $437 Shares 4,419 Est. Cost $52.22 Unrealized +55.8%
TGT TARGET CORP 0.0%
Value ($000) $434 Shares 4,400 Est. Cost $162.66 Unrealized -42.6%
MPLX MPLX LP 0.0%
Value ($000) $432 Shares 8,393 Est. Cost $32.84 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $429 Shares 755 Est. Cost $460.60 Unrealized
VSDB VANGUARD MALVERN FDS 0.0%
Value ($000) $429 Shares 5,632 Est. Cost $76.18 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $428 Shares 1,565 Est. Cost $198.55 Unrealized +25.5%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $420 Shares 2,611 Est. Cost $108.52 Unrealized +40.7%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $419 Shares 5,731 Est. Cost $54.95 Unrealized +22.5%
PDD PDD HOLDINGS INC 0.0%
Value ($000) $419 Shares 4,000 Est. Cost $134.81 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $417 Shares 9,119 Est. Cost $45.77 Unrealized
IJS ISHARES TR 0.0%
Value ($000) $417 Shares 4,193 Est. Cost $95.13 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $417 Shares 8,005 Est. Cost $35.04 Unrealized
VSGX VANGUARD WORLD FD 0.0%
Value ($000) $414 Shares 6,315 Est. Cost $61.51 Unrealized
INTU INTUIT 0.0%
Value ($000) $413 Shares 525 Est. Cost $576.26 Unrealized +17.0%
SPYG SPDR SERIES TRUST 0.0%
Value ($000) $413 Shares 4,330 Est. Cost $80.37 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $411 Shares 7,333 Est. Cost $35.95 Unrealized +52.9%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $411 Shares 2,600 Est. Cost $97.71 Unrealized +28.8%
GJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $409 Shares 10,880 Est. Cost $30.12 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $408 Shares 3,416 Est. Cost $81.97 Unrealized +33.5%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $406 Shares 1,508 Est. Cost $205.09 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $405 Shares 1,781 Est. Cost $174.36 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $403 Shares 1,149 Est. Cost $244.69 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $400 Shares 736 Est. Cost $457.08 Unrealized +14.4%
VDE VANGUARD WORLD FD 0.0%
Value ($000) $396 Shares 3,325 Est. Cost $111.52 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $395 Shares 1,478 Est. Cost $159.00 Unrealized +64.0%
SCZ ISHARES TR 0.0%
Value ($000) $395 Shares 5,440 Est. Cost $72.68 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $394 Shares 4,196 Est. Cost $56.59 Unrealized
XBI SPDR SERIES TRUST 0.0%
Value ($000) $392 Shares 4,721 Est. Cost $82.72 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $389 Shares 1,170 Est. Cost $282.18 Unrealized 0.0%
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $387 Shares 4,113 Est. Cost $82.48 Unrealized
IFRA ISHARES TR 0.0%
Value ($000) $383 Shares 7,783 Est. Cost $40.35 Unrealized
NRG NRG ENERGY INC 0.0%
Value ($000) $383 Shares 2,384 Est. Cost $91.23 Unrealized +43.6%
BXSL BLACKSTONE SECD LENDING FD 0.0%
Value ($000) $381 Shares 12,100 Est. Cost $29.65 Unrealized -5.2%
OBDC BLUE OWL CAPITAL CORPORATION 0.0%
Value ($000) $380 Shares 25,830 Est. Cost $13.42 Unrealized -2.8%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $379 Shares 2,670 Est. Cost $131.37 Unrealized 0.0%
QQEW FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $379 Shares 2,775 Est. Cost $136.49 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $376 Shares 3,388 Est. Cost $62.44 Unrealized +67.2%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $373 Shares 4,393 Est. Cost $54.90 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $370 Shares 21,125 Est. Cost $26.80 Unrealized -36.6%
NKE NIKE INC 0.0%
Value ($000) $357 Shares 4,999 Est. Cost $113.19 Unrealized -47.8%
COPX GLOBAL X FDS 0.0%
Value ($000) $355 Shares 7,850 Est. Cost $30.01 Unrealized
CECO CECO ENVIRONMENTAL CORP 0.0%
Value ($000) $352 Shares 12,427 Est. Cost $24.90 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $351 Shares 5,879 Est. Cost $37.53 Unrealized +49.1%
CB CHUBB LIMITED 0.0%
Value ($000) $348 Shares 1,196 Est. Cost $245.99 Unrealized +16.7%
SHEL SHELL PLC 0.0%
Value ($000) $347 Shares 4,930 Est. Cost $55.20 Unrealized
BE BLOOM ENERGY CORP 0.0%
Value ($000) $346 Shares 14,459 Est. Cost $20.49 Unrealized -5.5%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $339 Shares 8,174 Est. Cost $44.27 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $338 Shares 5,519 Est. Cost $61.21 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $337 Shares 2,860 Est. Cost $85.46 Unrealized +35.1%
DUN & BRADSTREET HLDGS INC 0.0%
Value ($000) $336 Shares 36,942 Est. Cost $9.99 Unrealized
MSCI MSCI INC 0.0%
Value ($000) $336 Shares 582 Est. Cost $530.06 Unrealized +3.6%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $328 Shares 597 Est. Cost $476.58 Unrealized +10.5%
PWR QUANTA SVCS INC 0.0%
Value ($000) $327 Shares 865 Est. Cost $207.32 Unrealized +54.7%
CUE CUE BIOPHARMA INC 0.0%
Value ($000) $326 Shares 478,500 Est. Cost $19.21 Unrealized -96.3%
CVS CVS HEALTH CORP 0.0%
Value ($000) $326 Shares 4,722 Est. Cost $78.91 Unrealized -18.7%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $324 Shares 2,328 Est. Cost $123.14 Unrealized +14.6%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $324 Shares 1,003 Est. Cost $258.65 Unrealized +2.0%
UNILEVER PLC 0.0%
Value ($000) $322 Shares 5,272 Est. Cost $55.68 Unrealized
ICVT ISHARES TR 0.0%
Value ($000) $321 Shares 3,562 Est. Cost $69.93 Unrealized
BUG GLOBAL X FDS 0.0%
Value ($000) $321 Shares 8,641 Est. Cost $30.95 Unrealized
HRB BLOCK H & R INC 0.0%
Value ($000) $319 Shares 5,780 Est. Cost $47.43 Unrealized +19.0%
OKE ONEOK INC NEW 0.0%
Value ($000) $318 Shares 3,892 Est. Cost $94.96 Unrealized -15.0%
ICF ISHARES TR 0.0%
Value ($000) $317 Shares 5,186 Est. Cost $57.29 Unrealized
VST VISTRA CORP 0.0%
Value ($000) $314 Shares 1,619 Est. Cost $84.10 Unrealized +75.3%
GIS GENERAL MLS INC 0.0%
Value ($000) $312 Shares 6,024 Est. Cost $64.33 Unrealized -16.4%
IBB ISHARES TR 0.0%
Value ($000) $309 Shares 2,444 Est. Cost $138.00 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $308 Shares 1,202 Est. Cost $220.32 Unrealized +5.8%
HDEF DBX ETF TR 0.0%
Value ($000) $308 Shares 10,655 Est. Cost $28.86 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $307 Shares 1,113 Est. Cost $198.18 Unrealized +35.5%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $305 Shares 1,083 Est. Cost $271.07 Unrealized -1.1%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $304 Shares 1,854 Est. Cost $163.77 Unrealized -6.9%
FAST FASTENAL CO 0.0%
Value ($000) $301 Shares 7,174 Est. Cost $31.77 Unrealized +26.2%
IWN ISHARES TR 0.0%
Value ($000) $300 Shares 1,901 Est. Cost $158.84 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $298 Shares 4,381 Est. Cost $60.52 Unrealized -3.9%
NUDM NUSHARES ETF TR 0.0%
Value ($000) $297 Shares 8,367 Est. Cost $25.80 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $292 Shares 2,888 Est. Cost $85.12 Unrealized +13.0%
TEAD TEADS HLDG CO 0.0%
Value ($000) $289 Shares 116,395 Est. Cost $4.44 Unrealized -31.8%
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $287 Shares 2,359 Est. Cost $81.30 Unrealized
ISHARES TR 0.0%
Value ($000) $284 Shares 11,285 Est. Cost $24.65 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $284 Shares 674 Est. Cost $415.08 Unrealized 0.0%
IMCB ISHARES TR 0.0%
Value ($000) $284 Shares 3,560 Est. Cost $58.67 Unrealized
CSX CSX CORP 0.0%
Value ($000) $279 Shares 8,536 Est. Cost $33.05 Unrealized -9.9%
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $277 Shares 3,179 Est. Cost $89.35 Unrealized
SCHK SCHWAB STRATEGIC TR 0.0%
Value ($000) $277 Shares 9,290 Est. Cost $26.92 Unrealized
XJR ISHARES TR 0.0%
Value ($000) $277 Shares 6,992 Est. Cost $39.55 Unrealized
SUB ISHARES TR 0.0%
Value ($000) $276 Shares 2,591 Est. Cost $106.33 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $275 Shares 2,866 Est. Cost $85.46 Unrealized +14.5%
EPR EPR PPTYS 0.0%
Value ($000) $275 Shares 4,700 Est. Cost $48.66 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $275 Shares 1,029 Est. Cost $185.45 Unrealized +38.9%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $273 Shares 2,575 Est. Cost $68.96 Unrealized +33.1%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $270 Shares 1,236 Est. Cost $223.35 Unrealized -0.1%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $266 Shares 6,133 Est. Cost $36.19 Unrealized +4.2%
FMAT FIDELITY COVINGTON TRUST 0.0%
Value ($000) $263 Shares 5,274 Est. Cost $48.74 Unrealized
BAI BLACKROCK ETF TRUST 0.0%
Value ($000) $261 Shares 9,032 Est. Cost $28.85 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $260 Shares 1,910 Est. Cost $117.28 Unrealized 0.0%
ILF ISHARES TR 0.0%
Value ($000) $256 Shares 9,759 Est. Cost $25.91 Unrealized
FREL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $255 Shares 9,440 Est. Cost $26.57 Unrealized
VFMO VANGUARD WELLINGTON FD 0.0%
Value ($000) $253 Shares 1,466 Est. Cost $150.52 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $253 Shares 2,221 Est. Cost $130.93 Unrealized -18.8%
AES AES CORP 0.0%
Value ($000) $252 Shares 23,971 Est. Cost $10.37 Unrealized 0.0%
EIX EDISON INTL 0.0%
Value ($000) $252 Shares 4,876 Est. Cost $68.06 Unrealized -22.0%
ANGL VANECK ETF TRUST 0.0%
Value ($000) $251 Shares 8,558 Est. Cost $28.86 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $250 Shares 2,281 Est. Cost $113.00 Unrealized
IBDT ISHARES TR 0.0%
Value ($000) $249 Shares 9,806 Est. Cost $24.59 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $249 Shares 3,966 Est. Cost $62.74 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $247 Shares 1,108 Est. Cost $210.79 Unrealized -0.2%
BBAX J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $246 Shares 4,513 Est. Cost $48.63 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $246 Shares 750 Est. Cost $343.44 Unrealized -11.0%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $245 Shares 1,272 Est. Cost $179.18 Unrealized
CG CARLYLE GROUP INC 0.0%
Value ($000) $244 Shares 4,749 Est. Cost $42.13 Unrealized 0.0%
AVDV AMERICAN CENTY ETF TR 0.0%
Value ($000) $242 Shares 3,055 Est. Cost $69.76 Unrealized
PRI PRIMERICA INC 0.0%
Value ($000) $242 Shares 884 Est. Cost $243.19 Unrealized +9.0%
TDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $241 Shares 2,674 Est. Cost $62.53 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $241 Shares 4,900 Est. Cost $50.52 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $239 Shares 2,954 Est. Cost $68.94 Unrealized +14.6%
SYK STRYKER CORPORATION 0.0%
Value ($000) $238 Shares 601 Est. Cost $348.74 Unrealized +6.5%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $237 Shares 2,611 Est. Cost $98.81 Unrealized -8.9%
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $237 Shares 587 Est. Cost $364.26 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $237 Shares 2,361 Est. Cost $89.46 Unrealized +15.9%
NOW SERVICENOW INC 0.0%
Value ($000) $237 Shares 230 Est. Cost $188.66 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $235 Shares 935 Est. Cost $227.05 Unrealized 0.0%
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $234 Shares 3,490 Est. Cost $70.28 Unrealized -5.0%
FSTA FIDELITY COVINGTON TRUST 0.0%
Value ($000) $232 Shares 4,533 Est. Cost $40.87 Unrealized
TSLX SIXTH STREET SPECIALTY LENDI 0.0%
Value ($000) $231 Shares 9,700 Est. Cost $20.75 Unrealized +5.8%
IGV ISHARES TR 0.0%
Value ($000) $230 Shares 2,104 Est. Cost $109.50 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $230 Shares 2,555 Est. Cost $89.74 Unrealized +1.6%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $229 Shares 2,880 Est. Cost $73.67 Unrealized 0.0%
BIL SPDR SERIES TRUST 0.0%
Value ($000) $225 Shares 2,458 Est. Cost $91.80 Unrealized
EQT EQT CORP 0.0%
Value ($000) $225 Shares 3,859 Est. Cost $50.54 Unrealized +6.0%
ASML ASML HOLDING N V 0.0%
Value ($000) $224 Shares 279 Est. Cost $801.39 Unrealized
EZU ISHARES INC 0.0%
Value ($000) $221 Shares 3,723 Est. Cost $59.45 Unrealized
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $220 Shares 770 Est. Cost $241.02 Unrealized +13.3%
EME EMCOR GROUP INC 0.0%
Value ($000) $218 Shares 407 Est. Cost $273.51 Unrealized +61.2%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $216 Shares 2,901 Est. Cost $68.32 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $216 Shares 1,325 Est. Cost $219.21 Unrealized -19.4%
BBH VANECK ETF TRUST 0.0%
Value ($000) $215 Shares 1,402 Est. Cost $159.54 Unrealized
COLB COLUMBIA BKG SYS INC 0.0%
Value ($000) $214 Shares 9,141 Est. Cost $22.35 Unrealized 0.0%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $213 Shares 1,181 Est. Cost $166.06 Unrealized +6.0%
WELL WELLTOWER INC 0.0%
Value ($000) $212 Shares 1,382 Est. Cost $140.30 Unrealized +5.4%
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $212 Shares 5,658 Est. Cost $37.51 Unrealized
BN BROOKFIELD CORP 0.0%
Value ($000) $208 Shares 3,363 Est. Cost $36.92 Unrealized 0.0%
RC READY CAPITAL CORP 0.0%
Value ($000) $207 Shares 46,148 Est. Cost $8.65 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $207 Shares 2,463 Est. Cost $76.36 Unrealized +3.3%
GDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $203 Shares 5,781 Est. Cost $35.16 Unrealized
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $203 Shares 454 Est. Cost $451.84 Unrealized -3.9%
ITM VANECK ETF TRUST 0.0%
Value ($000) $203 Shares 4,457 Est. Cost $45.51 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $198 Shares 200 Est. Cost $820.76 Unrealized +20.7%
TTEC TTEC HLDGS INC 0.0%
Value ($000) $173 Shares 35,875 Est. Cost $4.59 Unrealized 0.0%
EATON VANCE TAX-MANAGED BUY- 0.0%
Value ($000) $172 Shares 12,378 Est. Cost $13.21 Unrealized
GSBD GOLDMAN SACHS BDC INC 0.0%
Value ($000) $161 Shares 13,696 Est. Cost $11.02 Unrealized 0.0%
AMPX AMPRIUS TECHNOLOGIES INC 0.0%
Value ($000) $131 Shares 31,094 Est. Cost $2.81 Unrealized 0.0%
EFXT ENERFLEX LTD 0.0%
Value ($000) $84 Shares 10,625 Est. Cost $5.25 Unrealized +36.1%
E2OPEN PARENT HOLDINGS INC 0.0%
Value ($000) $81 Shares 25,000 Est. Cost $4.39 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $66 Shares 15,001 Est. Cost $3.88 Unrealized 0.0%
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $54 Shares 12,608 Est. Cost $2.58 Unrealized
ANIX ANIXA BIOSCIENCES INC 0.0%
Value ($000) $52 Shares 15,649 Est. Cost $2.84 Unrealized +0.8%
MSFT MICROSOFT CORP 0.0%
Value ($000) $50 Shares 100 Est. Cost $269.70 Unrealized +60.3%
AMZN AMAZON COM INC 0.0%
Value ($000) $44 Shares 200 Est. Cost $136.84 Unrealized +44.6%
ATAI LIFE SCIENCES NV 0.0%
Value ($000) $37 Shares 16,701 Est. Cost $2.66 Unrealized
LAR LITHIUM ARGENTINA AG 0.0%
Value ($000) $35 Shares 16,890 Est. Cost $2.52 Unrealized -21.1%
DYAI DYADIC INTL INC DEL 0.0%
Value ($000) $30 Shares 29,969 Est. Cost $1.75 Unrealized -37.4%
AVGO BROADCOM INC 0.0%
Value ($000) $28 Shares 100 Est. Cost $162.00 Unrealized +33.3%
KOS KOSMOS ENERGY LTD 0.0%
Value ($000) $21 Shares 12,000 Est. Cost $4.87 Unrealized -62.8%
RLMD RELMADA THERAPEUTICS INC 0.0%
Value ($000) $15 Shares 25,000 Est. Cost $2.44 Unrealized -79.0%