Prosperity Wealth Management, Inc. Quant / Systematic

Location: San Ramon, CA

CIK: 0001991463 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 5, 2025

Total Value ($000): $269,844 (100.0% shares, 0.0% debt)

Holdings (235)

SCHX SCHWAB STRATEGIC TR 7.9%
Value ($000) $21,326 Shares 872,599 Est. Cost $30.02 Unrealized
SCHG SCHWAB STRATEGIC TR 7.5%
Value ($000) $20,289 Shares 694,578 Est. Cost $34.27 Unrealized
VOO VANGUARD INDEX FDS 5.1%
Value ($000) $13,734 Shares 24,178 Est. Cost $483.13 Unrealized
QQQ INVESCO QQQ TR 4.1%
Value ($000) $10,963 Shares 19,874 Est. Cost $459.08 Unrealized
MSFT MICROSOFT CORP 3.1%
Value ($000) $8,478 Shares 17,044 Est. Cost $259.84 Unrealized +66.4%
IUS INVESCO EXCH TRD SLF IDX FD 2.5%
Value ($000) $6,747 Shares 131,010 Est. Cost $42.79 Unrealized
NVDA NVIDIA CORPORATION 2.3%
Value ($000) $6,316 Shares 39,979 Est. Cost $101.73 Unrealized +23.7%
AMZN AMAZON COM INC 1.8%
Value ($000) $4,877 Shares 22,231 Est. Cost $134.77 Unrealized +46.8%
SPHY SPDR SERIES TRUST 1.7%
Value ($000) $4,626 Shares 194,384 Est. Cost $23.45 Unrealized
TQQQ PROSHARES TR 1.5%
Value ($000) $4,128 Shares 49,740 Est. Cost $55.97 Unrealized
AAPL APPLE INC 1.5%
Value ($000) $3,985 Shares 19,423 Est. Cost $145.08 Unrealized +38.8%
LRGG MACQUARIE ETF TRUST 1.3%
Value ($000) $3,595 Shares 125,358 Est. Cost $28.68 Unrealized
VONG VANGUARD SCOTTSDALE FDS 1.3%
Value ($000) $3,508 Shares 32,127 Est. Cost $88.17 Unrealized
UPRO PROSHARES TR 1.2%
Value ($000) $3,369 Shares 36,839 Est. Cost $91.44 Unrealized
META META PLATFORMS INC 1.2%
Value ($000) $3,358 Shares 4,549 Est. Cost $482.44 Unrealized +27.8%
PLTR PALANTIR TECHNOLOGIES INC 1.2%
Value ($000) $3,304 Shares 24,238 Est. Cost $64.86 Unrealized +80.8%
QLD PROSHARES TR 1.1%
Value ($000) $3,014 Shares 25,609 Est. Cost $112.25 Unrealized
DKNG DRAFTKINGS INC NEW 1.1%
Value ($000) $2,903 Shares 67,676 Est. Cost $40.34 Unrealized -11.1%
IWP ISHARES TR 1.1%
Value ($000) $2,901 Shares 20,920 Est. Cost $138.68 Unrealized
MGK VANGUARD WORLD FD 1.0%
Value ($000) $2,766 Shares 7,554 Est. Cost $289.03 Unrealized
SSO PROSHARES TR 1.0%
Value ($000) $2,759 Shares 28,234 Est. Cost $93.51 Unrealized
UBER UBER TECHNOLOGIES INC 0.9%
Value ($000) $2,382 Shares 25,531 Est. Cost $61.67 Unrealized +33.5%
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $2,294 Shares 14,400 Est. Cost $140.72 Unrealized +14.2%
GS GOLDMAN SACHS GROUP INC 0.8%
Value ($000) $2,279 Shares 3,220 Est. Cost $590.38 Unrealized -3.2%
ANET ARISTA NETWORKS INC 0.8%
Value ($000) $2,265 Shares 22,139 Est. Cost $102.21 Unrealized -15.3%
GOOGL ALPHABET INC 0.8%
Value ($000) $2,054 Shares 11,653 Est. Cost $140.52 Unrealized +16.2%
TRGP TARGA RES CORP 0.7%
Value ($000) $1,891 Shares 10,860 Est. Cost $90.62 Unrealized +82.7%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.7%
Value ($000) $1,882 Shares 22,186 Est. Cost $73.77 Unrealized
ARKW ARK ETF TR 0.7%
Value ($000) $1,776 Shares 12,034 Est. Cost $98.97 Unrealized
LLY ELI LILLY & CO 0.6%
Value ($000) $1,745 Shares 2,239 Est. Cost $748.48 Unrealized +3.3%
SGOV ISHARES TR 0.6%
Value ($000) $1,730 Shares 17,182 Est. Cost $100.33 Unrealized
NUVEEN S&P 500 BUY-WRITE INC 0.6%
Value ($000) $1,718 Shares 123,745 Est. Cost $12.75 Unrealized
SHOP SHOPIFY INC 0.6%
Value ($000) $1,569 Shares 13,600 Est. Cost $60.21 Unrealized +66.1%
OSCR OSCAR HEALTH INC 0.6%
Value ($000) $1,518 Shares 70,793 Est. Cost $15.04 Unrealized -1.2%
CRWD CROWDSTRIKE HLDGS INC 0.6%
Value ($000) $1,505 Shares 2,955 Est. Cost $311.85 Unrealized +39.0%
SPTS SPDR SERIES TRUST 0.6%
Value ($000) $1,505 Shares 51,376 Est. Cost $29.08 Unrealized
AVGO BROADCOM INC 0.5%
Value ($000) $1,348 Shares 4,892 Est. Cost $186.38 Unrealized +15.9%
JEPI J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $1,343 Shares 23,624 Est. Cost $55.30 Unrealized
TSLA TESLA INC 0.5%
Value ($000) $1,342 Shares 4,225 Est. Cost $244.24 Unrealized +23.4%
CONL GRANITESHARES ETF TR 0.5%
Value ($000) $1,284 Shares 27,834 Est. Cost $35.29 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,266 Shares 11,741 Est. Cost $97.78 Unrealized +6.9%
GE GE AEROSPACE 0.5%
Value ($000) $1,250 Shares 4,856 Est. Cost $184.67 Unrealized +18.4%
FNDX SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,239 Shares 50,504 Est. Cost $24.54 Unrealized
VST VISTRA CORP 0.5%
Value ($000) $1,236 Shares 6,378 Est. Cost $144.65 Unrealized +1.9%
IVV ISHARES TR 0.5%
Value ($000) $1,232 Shares 1,983 Est. Cost $432.93 Unrealized
WYNN WYNN RESORTS LTD 0.5%
Value ($000) $1,230 Shares 13,127 Est. Cost $71.13 Unrealized +18.6%
ASML ASML HOLDING N V 0.5%
Value ($000) $1,228 Shares 1,532 Est. Cost $801.54 Unrealized
VRT VERTIV HOLDINGS CO 0.4%
Value ($000) $1,166 Shares 9,080 Est. Cost $86.38 Unrealized +12.5%
SCHQ SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,162 Shares 36,432 Est. Cost $34.32 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $1,154 Shares 3,701 Est. Cost $374.94 Unrealized 0.0%
DASH DOORDASH INC 0.4%
Value ($000) $1,152 Shares 4,674 Est. Cost $119.56 Unrealized +67.8%
AGGH SIMPLIFY EXCHANGE TRADED FUN 0.4%
Value ($000) $1,134 Shares 54,959 Est. Cost $21.05 Unrealized
NFLX NETFLIX INC 0.4%
Value ($000) $1,107 Shares 827 Est. Cost $66.55 Unrealized +69.9%
MRVL MARVELL TECHNOLOGY INC 0.4%
Value ($000) $1,066 Shares 13,769 Est. Cost $62.28 Unrealized 0.0%
PYLD PIMCO ETF TR 0.4%
Value ($000) $1,049 Shares 39,543 Est. Cost $26.04 Unrealized
IWF ISHARES TR 0.4%
Value ($000) $1,044 Shares 2,460 Est. Cost $354.32 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,020 Shares 5,611 Est. Cost $164.65 Unrealized
PIMCO CORPORATE & INCOME OPP 0.4%
Value ($000) $1,015 Shares 72,950 Est. Cost $14.18 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $961 Shares 971 Est. Cost $990.72 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.4%
Value ($000) $955 Shares 6,727 Est. Cost $138.35 Unrealized -21.3%
CEG CONSTELLATION ENERGY CORP 0.4%
Value ($000) $946 Shares 2,932 Est. Cost $166.87 Unrealized +58.1%
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $939 Shares 3,239 Est. Cost $131.85 Unrealized +91.6%
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $918 Shares 3,625 Est. Cost $167.25 Unrealized
SEZL SEZZLE INC 0.3%
Value ($000) $901 Shares 5,025 Est. Cost $43.09 Unrealized +105.4%
BAC BANK AMERICA CORP 0.3%
Value ($000) $874 Shares 18,463 Est. Cost $43.62 Unrealized -5.0%
ARM ARM HOLDINGS PLC 0.3%
Value ($000) $865 Shares 5,349 Est. Cost $100.87 Unrealized
JUNIPER NETWORKS INC 0.3%
Value ($000) $862 Shares 21,600 Est. Cost $39.93 Unrealized
MVIS MICROVISION INC DEL 0.3%
Value ($000) $828 Shares 726,649 Est. Cost $1.38 Unrealized -16.3%
MELI MERCADOLIBRE INC 0.3%
Value ($000) $823 Shares 315 Est. Cost $1947.15 Unrealized +19.9%
AXON AXON ENTERPRISE INC 0.3%
Value ($000) $817 Shares 987 Est. Cost $367.46 Unrealized +85.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $813 Shares 3,589 Est. Cost $157.53 Unrealized
OEF ISHARES TR 0.3%
Value ($000) $800 Shares 2,627 Est. Cost $266.30 Unrealized
YQQQ TIDAL TR II 0.3%
Value ($000) $791 Shares 55,561 Est. Cost $17.19 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $789 Shares 3,607 Est. Cost $160.80 Unrealized 0.0%
RFIX SIMPLIFY EXCHANGE TRADED FUN 0.3%
Value ($000) $787 Shares 16,196 Est. Cost $53.25 Unrealized
BUFQ FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $777 Shares 23,418 Est. Cost $28.30 Unrealized
INTU INTUIT 0.3%
Value ($000) $777 Shares 987 Est. Cost $674.49 Unrealized 0.0%
FSK FS KKR CAP CORP 0.3%
Value ($000) $761 Shares 36,660 Est. Cost $17.86 Unrealized +1.5%
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $757 Shares 13,287 Est. Cost $54.25 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $752 Shares 2,473 Est. Cost $219.06 Unrealized
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $752 Shares 1,715 Est. Cost $344.09 Unrealized
HIBS DIREXION SHS ETF TR 0.3%
Value ($000) $749 Shares 79,568 Est. Cost $9.41 Unrealized
DECK DECKERS OUTDOOR CORP 0.3%
Value ($000) $742 Shares 7,196 Est. Cost $157.59 Unrealized -29.7%
SFM SPROUTS FMRS MKT INC 0.3%
Value ($000) $740 Shares 4,492 Est. Cost $105.06 Unrealized +55.5%
SMH VANECK ETF TRUST 0.3%
Value ($000) $718 Shares 2,576 Est. Cost $242.74 Unrealized
TLTI NEOS ETF TRUST 0.3%
Value ($000) $709 Shares 15,147 Est. Cost $46.80 Unrealized
RBLX ROBLOX CORP 0.3%
Value ($000) $700 Shares 6,654 Est. Cost $51.38 Unrealized +52.9%
PROSHARES TR 0.3%
Value ($000) $699 Shares 35,730 Est. Cost $19.57 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $696 Shares 21,880 Est. Cost $29.95 Unrealized
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $693 Shares 3,720 Est. Cost $141.78 Unrealized +17.1%
UPST UPSTART HLDGS INC 0.3%
Value ($000) $689 Shares 10,660 Est. Cost $49.03 Unrealized 0.0%
VEEV VEEVA SYS INC 0.3%
Value ($000) $680 Shares 2,363 Est. Cost $248.00 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.3%
Value ($000) $677 Shares 7,510 Est. Cost $89.18 Unrealized +2.2%
CYBERARK SOFTWARE LTD 0.2%
Value ($000) $667 Shares 1,640 Est. Cost $314.28 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $663 Shares 2,248 Est. Cost $158.15 Unrealized +60.5%
IWY ISHARES TR 0.2%
Value ($000) $649 Shares 2,633 Est. Cost $205.06 Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $645 Shares 5,232 Est. Cost $93.22 Unrealized 0.0%
SHLD GLOBAL X FDS 0.2%
Value ($000) $641 Shares 10,642 Est. Cost $40.75 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $617 Shares 999 Est. Cost $470.75 Unrealized
PMBS PIMCO ETF TR 0.2%
Value ($000) $606 Shares 12,363 Est. Cost $49.05 Unrealized
TFC TRUIST FINL CORP 0.2%
Value ($000) $603 Shares 14,024 Est. Cost $37.08 Unrealized +2.5%
NOW SERVICENOW INC 0.2%
Value ($000) $592 Shares 576 Est. Cost $188.66 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL 0.2%
Value ($000) $592 Shares 12,040 Est. Cost $58.63 Unrealized -22.3%
STRL STERLING INFRASTRUCTURE INC 0.2%
Value ($000) $581 Shares 2,520 Est. Cost $140.77 Unrealized +24.0%
BIL SPDR SERIES TRUST 0.2%
Value ($000) $578 Shares 6,304 Est. Cost $91.74 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $577 Shares 7,930 Est. Cost $63.97 Unrealized
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $577 Shares 6,325 Est. Cost $77.67 Unrealized +7.1%
IOO ISHARES TR 0.2%
Value ($000) $575 Shares 5,332 Est. Cost $96.28 Unrealized
CRWV COREWEAVE INC 0.2%
Value ($000) $575 Shares 3,525 Est. Cost $38.54 Unrealized +139.2%
IDV ISHARES TR 0.2%
Value ($000) $573 Shares 16,600 Est. Cost $34.51 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $569 Shares 3,896 Est. Cost $85.94 Unrealized +53.3%
WMT WALMART INC 0.2%
Value ($000) $561 Shares 5,737 Est. Cost $55.49 Unrealized +70.8%
TIDAL TR II 0.2%
Value ($000) $558 Shares 162,207 Est. Cost $4.79 Unrealized
LEU CENTRUS ENERGY CORP 0.2%
Value ($000) $554 Shares 3,025 Est. Cost $78.02 Unrealized +36.8%
MESO MESOBLAST LTD 0.2%
Value ($000) $546 Shares 50,100 Est. Cost $5.73 Unrealized
BITO PROSHARES TR 0.2%
Value ($000) $527 Shares 24,487 Est. Cost $32.30 Unrealized
SCHI SCHWAB STRATEGIC TR 0.2%
Value ($000) $524 Shares 23,020 Est. Cost $22.76 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $522 Shares 7,024 Est. Cost $68.14 Unrealized +0.3%
INOD INNODATA INC 0.2%
Value ($000) $517 Shares 10,100 Est. Cost $33.22 Unrealized +18.7%
PAYC PAYCOM SOFTWARE INC 0.2%
Value ($000) $509 Shares 2,200 Est. Cost $171.44 Unrealized +37.6%
CLS CELESTICA INC 0.2%
Value ($000) $507 Shares 3,250 Est. Cost $81.79 Unrealized +30.0%
KNG FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $491 Shares 10,002 Est. Cost $52.91 Unrealized
SPBO SPDR SERIES TRUST 0.2%
Value ($000) $490 Shares 16,780 Est. Cost $29.22 Unrealized
OPFI OPPFI INC 0.2%
Value ($000) $474 Shares 33,900 Est. Cost $11.14 Unrealized +0.9%
AUGT AIM ETF PRODUCTS TRUST 0.2%
Value ($000) $474 Shares 14,422 Est. Cost $24.62 Unrealized
PRIM PRIMORIS SVCS CORP 0.2%
Value ($000) $473 Shares 6,075 Est. Cost $71.88 Unrealized -5.7%
COAL EXCHANGE TRADED CONCEPTS TRU 0.2%
Value ($000) $468 Shares 26,841 Est. Cost $17.29 Unrealized
HOOD ROBINHOOD MKTS INC 0.2%
Value ($000) $466 Shares 4,975 Est. Cost $59.18 Unrealized 0.0%
IHG INTERCONTINENTAL HOTELS GROU 0.2%
Value ($000) $464 Shares 4,025 Est. Cost $115.34 Unrealized
ES EVERSOURCE ENERGY 0.2%
Value ($000) $462 Shares 7,266 Est. Cost $68.16 Unrealized -12.1%
TBIL RBB FD INC 0.2%
Value ($000) $450 Shares 9,000 Est. Cost $50.00 Unrealized
JETD BANK MONTREAL QUE 0.2%
Value ($000) $448 Shares 49,763 Est. Cost $9.00 Unrealized
TIDAL TR II 0.2%
Value ($000) $447 Shares 59,968 Est. Cost $11.09 Unrealized
IWB ISHARES TR 0.2%
Value ($000) $446 Shares 1,314 Est. Cost $297.60 Unrealized
LIF LIFE360 INC 0.2%
Value ($000) $446 Shares 6,835 Est. Cost $51.40 Unrealized 0.0%
NOBL PROSHARES TR 0.2%
Value ($000) $445 Shares 4,417 Est. Cost $90.15 Unrealized
TIDAL TR II 0.2%
Value ($000) $442 Shares 93,483 Est. Cost $4.73 Unrealized
EHC ENCOMPASS HEALTH CORP 0.2%
Value ($000) $442 Shares 3,605 Est. Cost $113.68 Unrealized 0.0%
BNTX BIONTECH SE 0.2%
Value ($000) $435 Shares 4,085 Est. Cost $94.02 Unrealized
BUCK SIMPLIFY EXCHANGE TRADED FUN 0.2%
Value ($000) $432 Shares 18,271 Est. Cost $23.64 Unrealized
FELC FIDELITY COVINGTON TRUST 0.2%
Value ($000) $430 Shares 12,478 Est. Cost $30.32 Unrealized
EMR EMERSON ELEC CO 0.2%
Value ($000) $423 Shares 3,171 Est. Cost $101.77 Unrealized +11.6%
BROS DUTCH BROS INC 0.2%
Value ($000) $415 Shares 6,075 Est. Cost $40.52 Unrealized +61.0%
ZROZ PIMCO ETF TR 0.2%
Value ($000) $414 Shares 6,176 Est. Cost $70.10 Unrealized
CPNG COUPANG INC 0.2%
Value ($000) $410 Shares 13,700 Est. Cost $23.45 Unrealized +9.3%
PI IMPINJ INC 0.2%
Value ($000) $405 Shares 3,650 Est. Cost $99.39 Unrealized 0.0%
IJH ISHARES TR 0.1%
Value ($000) $397 Shares 6,400 Est. Cost $66.56 Unrealized
SOXS DIREXION SHS ETF TR 0.1%
Value ($000) $395 Shares 50,080 Est. Cost $7.89 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $389 Shares 801 Est. Cost $421.87 Unrealized +20.4%
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $387 Shares 1,359 Est. Cost $284.41 Unrealized
GH GUARDANT HEALTH INC 0.1%
Value ($000) $380 Shares 7,300 Est. Cost $44.66 Unrealized 0.0%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $376 Shares 14,206 Est. Cost $39.37 Unrealized
ALAB ASTERA LABS INC 0.1%
Value ($000) $374 Shares 4,132 Est. Cost $79.01 Unrealized 0.0%
CW CURTISS WRIGHT CORP 0.1%
Value ($000) $373 Shares 763 Est. Cost $266.24 Unrealized +48.1%
JPIB J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $363 Shares 7,461 Est. Cost $47.84 Unrealized
JAKK JAKKS PAC INC 0.1%
Value ($000) $355 Shares 17,100 Est. Cost $19.63 Unrealized 0.0%
HYG ISHARES TR 0.1%
Value ($000) $355 Shares 4,401 Est. Cost $77.47 Unrealized
NTES NETEASE INC 0.1%
Value ($000) $354 Shares 2,630 Est. Cost $134.58 Unrealized
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $353 Shares 7,018 Est. Cost $50.27 Unrealized
IONQ IONQ INC 0.1%
Value ($000) $345 Shares 8,025 Est. Cost $33.51 Unrealized 0.0%
GLDD GREAT LAKES DREDGE & DOCK CO 0.1%
Value ($000) $344 Shares 28,200 Est. Cost $10.40 Unrealized 0.0%
MSTR MICROSTRATEGY INC 0.1%
Value ($000) $340 Shares 842 Est. Cost $364.26 Unrealized 0.0%
RMBS RAMBUS INC DEL 0.1%
Value ($000) $336 Shares 5,245 Est. Cost $53.58 Unrealized 0.0%
JMEE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $328 Shares 5,544 Est. Cost $59.37 Unrealized
PIMCO DYNAMIC INCOME FD 0.1%
Value ($000) $328 Shares 17,301 Est. Cost $19.47 Unrealized
RKLB ROCKET LAB CORP 0.1%
Value ($000) $326 Shares 9,117 Est. Cost $24.48 Unrealized 0.0%
GUGGENHEIM STRATEGIC OPPORTU 0.1%
Value ($000) $323 Shares 21,700 Est. Cost $15.49 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $316 Shares 1,545 Est. Cost $170.13 Unrealized +9.1%
IYRI NEOS ETF TRUST 0.1%
Value ($000) $312 Shares 6,237 Est. Cost $50.00 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $308 Shares 1,736 Est. Cost $146.05 Unrealized +12.9%
PTLC PACER FDS TR 0.1%
Value ($000) $307 Shares 6,050 Est. Cost $50.76 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.1%
Value ($000) $306 Shares 16,780 Est. Cost $9.23 Unrealized +42.9%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $304 Shares 4,959 Est. Cost $61.21 Unrealized
EIPI FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $303 Shares 15,383 Est. Cost $19.42 Unrealized
EMEQ MACQUARIE ETF TRUST 0.1%
Value ($000) $303 Shares 9,748 Est. Cost $31.07 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.1%
Value ($000) $303 Shares 7,446 Est. Cost $36.51 Unrealized
ALLT ALLOT LTD 0.1%
Value ($000) $302 Shares 35,300 Est. Cost $7.19 Unrealized 0.0%
OUST OUSTER INC 0.1%
Value ($000) $299 Shares 12,325 Est. Cost $12.16 Unrealized 0.0%
MGV VANGUARD WORLD FD 0.1%
Value ($000) $293 Shares 2,234 Est. Cost $120.82 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $289 Shares 8,196 Est. Cost $34.64 Unrealized
ACHR ARCHER AVIATION INC 0.1%
Value ($000) $287 Shares 26,442 Est. Cost $5.93 Unrealized +57.8%
CCEF CALAMOS ETF TR 0.1%
Value ($000) $287 Shares 10,070 Est. Cost $28.47 Unrealized
GTLB GITLAB INC 0.1%
Value ($000) $277 Shares 6,150 Est. Cost $45.73 Unrealized 0.0%
SPYM SPDR SERIES TRUST 0.1%
Value ($000) $277 Shares 3,808 Est. Cost $61.53 Unrealized
CARG CARGURUS INC 0.1%
Value ($000) $274 Shares 8,200 Est. Cost $30.13 Unrealized 0.0%
TGT TARGET CORP 0.1%
Value ($000) $273 Shares 2,766 Est. Cost $115.93 Unrealized -19.5%
PATH UIPATH INC 0.1%
Value ($000) $271 Shares 21,200 Est. Cost $12.00 Unrealized 0.0%
WNTR TIDAL TR II 0.1%
Value ($000) $271 Shares 7,686 Est. Cost $35.27 Unrealized
DTH WISDOMTREE TR 0.1%
Value ($000) $268 Shares 5,791 Est. Cost $46.33 Unrealized
QBTS D-WAVE QUANTUM INC 0.1%
Value ($000) $268 Shares 18,300 Est. Cost $2.99 Unrealized +293.1%
MCO MOODYS CORP 0.1%
Value ($000) $267 Shares 533 Est. Cost $341.78 Unrealized +34.9%
MGC VANGUARD WORLD FD 0.1%
Value ($000) $266 Shares 1,184 Est. Cost $207.47 Unrealized
DHI D R HORTON INC 0.1%
Value ($000) $265 Shares 2,052 Est. Cost $132.76 Unrealized -7.9%
DIS DISNEY WALT CO 0.1%
Value ($000) $261 Shares 2,107 Est. Cost $102.81 Unrealized 0.0%
EFAS GLOBAL X FDS 0.1%
Value ($000) $259 Shares 14,258 Est. Cost $18.20 Unrealized
CANQ CALAMOS ETF TR 0.1%
Value ($000) $256 Shares 8,863 Est. Cost $28.87 Unrealized
V VISA INC 0.1%
Value ($000) $254 Shares 716 Est. Cost $219.80 Unrealized +57.9%
SPHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $254 Shares 3,563 Est. Cost $66.34 Unrealized
NE NOBLE CORP PLC 0.1%
Value ($000) $249 Shares 9,392 Est. Cost $28.29 Unrealized -18.9%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $243 Shares 366 Est. Cost $621.80 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $243 Shares 1,889 Est. Cost $115.95 Unrealized
PRTH PRIORITY TECHNOLOGY HLDGS IN 0.1%
Value ($000) $241 Shares 31,000 Est. Cost $7.51 Unrealized 0.0%
PII POLARIS INC 0.1%
Value ($000) $240 Shares 5,910 Est. Cost $37.69 Unrealized 0.0%
SOUN SOUNDHOUND AI INC 0.1%
Value ($000) $238 Shares 22,200 Est. Cost $9.42 Unrealized 0.0%
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $232 Shares 3,070 Est. Cost $75.59 Unrealized
PAVE GLOBAL X FDS 0.1%
Value ($000) $229 Shares 5,256 Est. Cost $32.78 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $229 Shares 3,975 Est. Cost $52.23 Unrealized +4.3%
CURI CURIOSITYSTREAM INC 0.1%
Value ($000) $228 Shares 40,500 Est. Cost $4.32 Unrealized 0.0%
FDD FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $227 Shares 14,600 Est. Cost $15.54 Unrealized
BA BOEING CO 0.1%
Value ($000) $225 Shares 1,074 Est. Cost $156.93 Unrealized +20.4%
REZ ISHARES TR 0.1%
Value ($000) $224 Shares 2,715 Est. Cost $86.23 Unrealized
AIQ GLOBAL X FDS 0.1%
Value ($000) $218 Shares 4,998 Est. Cost $35.63 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $216 Shares 590 Est. Cost $354.22 Unrealized +0.5%
SPIR SPIRE GLOBAL INC 0.1%
Value ($000) $215 Shares 18,100 Est. Cost $10.09 Unrealized 0.0%
USOY TIDAL TR II 0.1%
Value ($000) $215 Shares 23,075 Est. Cost $9.31 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $215 Shares 491 Est. Cost $392.99 Unrealized 0.0%
XNTK SPDR SERIES TRUST 0.1%
Value ($000) $213 Shares 896 Est. Cost $195.18 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $212 Shares 881 Est. Cost $194.87 Unrealized
NEUP NEUPHORIA THERAPEUTICS INC 0.1%
Value ($000) $211 Shares 29,750 Est. Cost $4.77 Unrealized +21.7%
BSCU INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $209 Shares 12,430 Est. Cost $16.78 Unrealized
UPBD UPBOUND GROUP INC 0.1%
Value ($000) $208 Shares 8,300 Est. Cost $23.36 Unrealized 0.0%
YANG DIREXION SHS ETF TR 0.1%
Value ($000) $206 Shares 6,739 Est. Cost $39.59 Unrealized
SKYT SKYWATER TECHNOLOGY INC 0.1%
Value ($000) $206 Shares 20,900 Est. Cost $8.07 Unrealized 0.0%
FISCALNOTE HOLDINGS INC 0.1%
Value ($000) $204 Shares 379,500 Est. Cost $0.68 Unrealized
ZS ZSCALER INC 0.1%
Value ($000) $202 Shares 642 Est. Cost $249.30 Unrealized 0.0%
VG VENTURE GLOBAL INC 0.1%
Value ($000) $201 Shares 12,929 Est. Cost $11.51 Unrealized 0.0%
SMCI SUPER MICRO COMPUTER INC 0.1%
Value ($000) $201 Shares 4,100 Est. Cost $38.54 Unrealized 0.0%
PIMCO CORPORATE & INCM STRG 0.1%
Value ($000) $193 Shares 15,173 Est. Cost $13.47 Unrealized
RXRX RECURSION PHARMACEUTICALS IN 0.1%
Value ($000) $185 Shares 36,500 Est. Cost $5.84 Unrealized -15.9%
SERV SERVE ROBOTICS INC 0.1%
Value ($000) $183 Shares 16,000 Est. Cost $8.79 Unrealized 0.0%
ANIX ANIXA BIOSCIENCES INC 0.0%
Value ($000) $120 Shares 36,500 Est. Cost $3.01 Unrealized -5.2%
COYA COYA THERAPEUTICS INC 0.0%
Value ($000) $118 Shares 20,450 Est. Cost $6.22 Unrealized -6.8%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $57 Shares 400 Est. Cost $138.35 Unrealized -21.3%
CLS CELESTICA INC 0.0%
Value ($000) $16 Shares 100 Est. Cost $81.79 Unrealized +30.0%
ADAPY ADAPTIMMUNE THERAPEUTICS PLC 0.0%
Value ($000) $5 Shares 19,763 Est. Cost $1.46 Unrealized