Retirement Planning Co of New England, Inc. Diversified Active

CIK: 0001817693 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 12, 2025

Total Value ($000): $224,532 (100.0% shares, 0.0% debt)

Holdings (233)

NVDA NVIDIA CORPORATION 3.9%
Value ($000) $8,740 Shares 55,320 Est. Cost $94.35 Unrealized +33.4%
AAPL APPLE INC 3.2%
Value ($000) $7,224 Shares 35,209 Est. Cost $159.56 Unrealized +26.2%
QQQ INVESCO QQQ TR 3.0%
Value ($000) $6,706 Shares 12,157 Est. Cost $551.62 Unrealized
META META PLATFORMS INC 2.2%
Value ($000) $4,994 Shares 6,766 Est. Cost $293.40 Unrealized +110.2%
ZVRA ZEVRA THERAPEUTICS INC 2.2%
Value ($000) $4,875 Shares 553,297 Est. Cost $7.02 Unrealized +15.7%
MSFT MICROSOFT CORP 2.1%
Value ($000) $4,733 Shares 9,516 Est. Cost $318.82 Unrealized +35.6%
AMZN AMAZON COM INC 2.0%
Value ($000) $4,540 Shares 20,692 Est. Cost $129.86 Unrealized +52.4%
AVGO BROADCOM INC 2.0%
Value ($000) $4,381 Shares 15,893 Est. Cost $150.72 Unrealized +43.3%
BX BLACKSTONE INC 1.9%
Value ($000) $4,229 Shares 28,276 Est. Cost $115.50 Unrealized +17.0%
ABBV ABBVIE INC 1.7%
Value ($000) $3,724 Shares 20,062 Est. Cost $115.44 Unrealized +58.2%
BA BOEING CO 1.6%
Value ($000) $3,545 Shares 16,918 Est. Cost $190.35 Unrealized -0.8%
ETN EATON CORP PLC 1.6%
Value ($000) $3,499 Shares 9,803 Est. Cost $183.01 Unrealized +67.6%
GOOGL ALPHABET INC 1.5%
Value ($000) $3,341 Shares 18,959 Est. Cost $115.80 Unrealized +41.0%
V VISA INC 1.3%
Value ($000) $2,973 Shares 8,372 Est. Cost $218.29 Unrealized +59.0%
GOOG ALPHABET INC 1.3%
Value ($000) $2,880 Shares 16,233 Est. Cost $117.41 Unrealized +40.4%
VO VANGUARD INDEX FDS 1.3%
Value ($000) $2,808 Shares 10,036 Est. Cost $233.53 Unrealized
EIPI FIRST TR EXCHNG TRADED FD VI 1.2%
Value ($000) $2,790 Shares 141,504 Est. Cost $18.64 Unrealized
KMI KINDER MORGAN INC DEL 1.0%
Value ($000) $2,300 Shares 78,233 Est. Cost $13.88 Unrealized +92.8%
NFLX NETFLIX INC 1.0%
Value ($000) $2,282 Shares 1,704 Est. Cost $44.54 Unrealized +153.8%
TQQQ PROSHARES TR 1.0%
Value ($000) $2,279 Shares 27,456 Est. Cost $92.57 Unrealized
RTX RTX CORPORATION 1.0%
Value ($000) $2,278 Shares 15,597 Est. Cost $131.75 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 1.0%
Value ($000) $2,267 Shares 12,449 Est. Cost $76.66 Unrealized +118.3%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $2,143 Shares 19,876 Est. Cost $60.10 Unrealized +73.9%
LLY ELI LILLY & CO 1.0%
Value ($000) $2,136 Shares 2,740 Est. Cost $391.62 Unrealized +97.5%
USD PROSHARES TR 0.9%
Value ($000) $2,111 Shares 28,523 Est. Cost $56.85 Unrealized
VNQ VANGUARD INDEX FDS 0.9%
Value ($000) $2,091 Shares 23,482 Est. Cost $113.55 Unrealized
BAC BANK AMERICA CORP 0.9%
Value ($000) $2,082 Shares 43,994 Est. Cost $37.72 Unrealized +9.9%
BABA ALIBABA GROUP HLDG LTD 0.9%
Value ($000) $2,079 Shares 18,330 Est. Cost $112.29 Unrealized
GS GOLDMAN SACHS GROUP INC 0.9%
Value ($000) $1,995 Shares 2,819 Est. Cost $336.75 Unrealized +69.8%
TOAK MANAGER DIRECTED PORTFOLIOS 0.8%
Value ($000) $1,879 Shares 67,511 Est. Cost $27.48 Unrealized
QCOM QUALCOMM INC 0.8%
Value ($000) $1,878 Shares 11,790 Est. Cost $143.93 Unrealized +0.8%
VUG VANGUARD INDEX FDS 0.8%
Value ($000) $1,874 Shares 4,274 Est. Cost $308.42 Unrealized
CVS CVS HEALTH CORP 0.8%
Value ($000) $1,835 Shares 26,605 Est. Cost $76.97 Unrealized -16.6%
VB VANGUARD INDEX FDS 0.8%
Value ($000) $1,704 Shares 7,189 Est. Cost $211.12 Unrealized
ABT ABBOTT LABS 0.7%
Value ($000) $1,612 Shares 11,853 Est. Cost $112.98 Unrealized +15.6%
HD HOME DEPOT INC 0.7%
Value ($000) $1,508 Shares 4,113 Est. Cost $337.27 Unrealized +5.5%
WFC WELLS FARGO CO NEW 0.7%
Value ($000) $1,480 Shares 18,471 Est. Cost $43.51 Unrealized +63.5%
MCD MCDONALDS CORP 0.6%
Value ($000) $1,430 Shares 4,895 Est. Cost $230.70 Unrealized +31.6%
TDIV FIRST TR EXCHANGE TRADED FD 0.6%
Value ($000) $1,393 Shares 15,447 Est. Cost $63.13 Unrealized
JPM JPMORGAN CHASE & CO. 0.6%
Value ($000) $1,365 Shares 4,708 Est. Cost $150.11 Unrealized +68.3%
VGT VANGUARD WORLD FD 0.6%
Value ($000) $1,357 Shares 2,046 Est. Cost $459.50 Unrealized
FCX FREEPORT-MCMORAN INC 0.6%
Value ($000) $1,321 Shares 30,462 Est. Cost $36.29 Unrealized +3.9%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $1,313 Shares 4,210 Est. Cost $389.18 Unrealized -3.7%
SO SOUTHERN CO 0.6%
Value ($000) $1,293 Shares 14,076 Est. Cost $56.24 Unrealized +56.4%
MS MORGAN STANLEY 0.6%
Value ($000) $1,268 Shares 9,001 Est. Cost $84.57 Unrealized +43.0%
DVY ISHARES TR 0.6%
Value ($000) $1,262 Shares 9,503 Est. Cost $121.92 Unrealized
GILD GILEAD SCIENCES INC 0.6%
Value ($000) $1,260 Shares 11,361 Est. Cost $60.81 Unrealized +71.7%
SPIRIT AEROSYSTEMS HLDGS INC 0.6%
Value ($000) $1,256 Shares 32,919 Est. Cost $27.89 Unrealized
NGG NATIONAL GRID PLC 0.6%
Value ($000) $1,249 Shares 16,780 Est. Cost $71.40 Unrealized
DLR DIGITAL RLTY TR INC 0.6%
Value ($000) $1,244 Shares 7,134 Est. Cost $136.49 Unrealized +17.4%
SYM SYMBOTIC INC 0.6%
Value ($000) $1,241 Shares 31,941 Est. Cost $36.32 Unrealized -27.9%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,231 Shares 8,595 Est. Cost $105.51 Unrealized +29.8%
VYM VANGUARD WHITEHALL FDS 0.5%
Value ($000) $1,214 Shares 9,107 Est. Cost $113.17 Unrealized
IRM IRON MTN INC DEL 0.5%
Value ($000) $1,175 Shares 11,455 Est. Cost $41.17 Unrealized +123.3%
WMT WALMART INC 0.5%
Value ($000) $1,120 Shares 11,452 Est. Cost $55.48 Unrealized +70.8%
ROM PROSHARES TR 0.5%
Value ($000) $1,111 Shares 14,602 Est. Cost $80.16 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $1,109 Shares 3,762 Est. Cost $116.78 Unrealized +117.3%
SPYM SPDR SERIES TRUST 0.5%
Value ($000) $1,054 Shares 14,501 Est. Cost $59.33 Unrealized
VOO VANGUARD INDEX FDS 0.5%
Value ($000) $1,046 Shares 1,841 Est. Cost $433.32 Unrealized
IHI ISHARES TR 0.5%
Value ($000) $1,018 Shares 16,258 Est. Cost $64.44 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.5%
Value ($000) $1,011 Shares 6,291 Est. Cost $112.50 Unrealized +35.8%
HON HONEYWELL INTL INC 0.4%
Value ($000) $987 Shares 4,238 Est. Cost $186.95 Unrealized +6.8%
LVS LAS VEGAS SANDS CORP 0.4%
Value ($000) $980 Shares 22,513 Est. Cost $40.93 Unrealized -6.0%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $976 Shares 6,127 Est. Cost $141.43 Unrealized +13.7%
O REALTY INCOME CORP 0.4%
Value ($000) $914 Shares 15,873 Est. Cost $53.02 Unrealized +2.7%
CAT CATERPILLAR INC 0.4%
Value ($000) $908 Shares 2,338 Est. Cost $231.26 Unrealized +43.1%
GXO GXO LOGISTICS INCORPORATED 0.4%
Value ($000) $905 Shares 18,573 Est. Cost $58.11 Unrealized -31.4%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $894 Shares 5,854 Est. Cost $146.95 Unrealized +2.6%
C CITIGROUP INC 0.4%
Value ($000) $880 Shares 10,344 Est. Cost $46.87 Unrealized +51.9%
QQQM INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $859 Shares 3,782 Est. Cost $187.07 Unrealized
SPMD SPDR SERIES TRUST 0.4%
Value ($000) $848 Shares 15,589 Est. Cost $48.33 Unrealized
MMM 3M CO 0.4%
Value ($000) $842 Shares 5,531 Est. Cost $78.04 Unrealized +81.0%
GE GE AEROSPACE 0.4%
Value ($000) $836 Shares 3,249 Est. Cost $77.60 Unrealized +181.7%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $833 Shares 2,427 Est. Cost $311.25 Unrealized +10.7%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $831 Shares 19,195 Est. Cost $37.61 Unrealized +11.2%
IYT ISHARES TR 0.4%
Value ($000) $829 Shares 12,089 Est. Cost $122.87 Unrealized
QQQE DIREXION SHS ETF TR 0.4%
Value ($000) $823 Shares 8,367 Est. Cost $82.72 Unrealized
AFL AFLAC INC 0.4%
Value ($000) $822 Shares 7,796 Est. Cost $51.89 Unrealized +99.7%
WELL WELLTOWER INC 0.4%
Value ($000) $811 Shares 5,272 Est. Cost $75.12 Unrealized +96.9%
VHT VANGUARD WORLD FD 0.4%
Value ($000) $810 Shares 3,262 Est. Cost $265.08 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $805 Shares 6,095 Est. Cost $151.52 Unrealized -13.5%
ALLY ALLY FINL INC 0.4%
Value ($000) $802 Shares 20,598 Est. Cost $35.10 Unrealized -3.8%
NEM NEWMONT CORP 0.4%
Value ($000) $800 Shares 13,733 Est. Cost $41.85 Unrealized +26.4%
ITB ISHARES TR 0.4%
Value ($000) $789 Shares 8,465 Est. Cost $81.42 Unrealized
MRK MERCK & CO INC 0.4%
Value ($000) $787 Shares 9,938 Est. Cost $78.55 Unrealized -1.5%
PSX PHILLIPS 66 0.4%
Value ($000) $786 Shares 6,590 Est. Cost $74.73 Unrealized +46.5%
PODD INSULET CORP 0.3%
Value ($000) $783 Shares 2,492 Est. Cost $287.36 Unrealized +0.4%
IGM ISHARES TR 0.3%
Value ($000) $765 Shares 6,808 Est. Cost $160.35 Unrealized
NVO NOVO-NORDISK A S 0.3%
Value ($000) $763 Shares 11,061 Est. Cost $99.60 Unrealized
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $762 Shares 3,450 Est. Cost $212.98 Unrealized -1.2%
TGT TARGET CORP 0.3%
Value ($000) $750 Shares 7,608 Est. Cost $155.84 Unrealized -40.1%
INTC INTEL CORP 0.3%
Value ($000) $742 Shares 33,105 Est. Cost $40.33 Unrealized -48.6%
KMB KIMBERLY-CLARK CORP 0.3%
Value ($000) $716 Shares 5,557 Est. Cost $116.15 Unrealized +13.4%
CCI CROWN CASTLE INC 0.3%
Value ($000) $704 Shares 6,850 Est. Cost $113.37 Unrealized -13.5%
PAAS PAN AMERN SILVER CORP 0.3%
Value ($000) $692 Shares 24,378 Est. Cost $20.55 Unrealized +25.9%
PFE PFIZER INC 0.3%
Value ($000) $672 Shares 27,736 Est. Cost $35.06 Unrealized -36.3%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $662 Shares 1,430 Est. Cost $359.87 Unrealized +27.6%
PHO INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $661 Shares 9,449 Est. Cost $60.21 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $660 Shares 3,631 Est. Cost $166.45 Unrealized
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $647 Shares 5,479 Est. Cost $86.81 Unrealized +33.0%
DOW DOW INC 0.3%
Value ($000) $643 Shares 24,276 Est. Cost $40.21 Unrealized -30.9%
LYB LYONDELLBASELL INDUSTRIES N 0.3%
Value ($000) $639 Shares 11,040 Est. Cost $69.10 Unrealized -21.2%
FOUR SHIFT4 PMTS INC 0.3%
Value ($000) $637 Shares 6,423 Est. Cost $69.99 Unrealized +24.6%
TNA DIREXION SHS ETF TR 0.3%
Value ($000) $627 Shares 18,686 Est. Cost $47.92 Unrealized
ALB ALBEMARLE CORP 0.3%
Value ($000) $615 Shares 9,810 Est. Cost $103.74 Unrealized -43.8%
PSA PUBLIC STORAGE OPER CO 0.3%
Value ($000) $614 Shares 2,092 Est. Cost $253.14 Unrealized +13.6%
SPSM SPDR SERIES TRUST 0.3%
Value ($000) $613 Shares 14,398 Est. Cost $42.68 Unrealized
IVZ INVESCO LTD 0.3%
Value ($000) $590 Shares 37,433 Est. Cost $15.75 Unrealized -11.0%
FISV FISERV INC 0.3%
Value ($000) $588 Shares 3,410 Est. Cost $102.82 Unrealized +76.4%
GNRC GENERAC HLDGS INC 0.3%
Value ($000) $579 Shares 4,043 Est. Cost $133.53 Unrealized -8.6%
IAK ISHARES TR 0.3%
Value ($000) $579 Shares 4,303 Est. Cost $85.57 Unrealized
CG CARLYLE GROUP INC 0.3%
Value ($000) $574 Shares 11,171 Est. Cost $38.53 Unrealized +9.3%
CLX CLOROX CO DEL 0.3%
Value ($000) $574 Shares 4,782 Est. Cost $141.11 Unrealized -7.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $570 Shares 1,174 Est. Cost $326.93 Unrealized +55.3%
DEO DIAGEO PLC 0.3%
Value ($000) $562 Shares 5,570 Est. Cost $192.59 Unrealized
SUPN SUPERNUS PHARMACEUTICALS INC 0.2%
Value ($000) $560 Shares 17,757 Est. Cost $30.39 Unrealized +5.5%
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $557 Shares 5,768 Est. Cost $107.52 Unrealized -17.6%
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $548 Shares 3,367 Est. Cost $207.43 Unrealized -14.8%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $547 Shares 4,441 Est. Cost $77.89 Unrealized +19.7%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.2%
Value ($000) $547 Shares 32,642 Est. Cost $11.89 Unrealized
DE DEERE & CO 0.2%
Value ($000) $543 Shares 1,068 Est. Cost $392.48 Unrealized +23.5%
SNOW SNOWFLAKE INC 0.2%
Value ($000) $538 Shares 2,404 Est. Cost $172.68 Unrealized +4.7%
WEX WEX INC 0.2%
Value ($000) $537 Shares 3,654 Est. Cost $165.53 Unrealized -18.9%
KWEB KRANESHARES TRUST 0.2%
Value ($000) $530 Shares 15,435 Est. Cost $34.44 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $528 Shares 4,340 Est. Cost $76.61 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $519 Shares 11,212 Est. Cost $49.23 Unrealized -4.1%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $512 Shares 910 Est. Cost $367.94 Unrealized +49.9%
XLRE SELECT SECTOR SPDR TR 0.2%
Value ($000) $510 Shares 12,309 Est. Cost $39.93 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $507 Shares 5,532 Est. Cost $100.70 Unrealized -15.4%
VV VANGUARD INDEX FDS 0.2%
Value ($000) $498 Shares 1,747 Est. Cost $219.63 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $493 Shares 7,110 Est. Cost $50.15 Unrealized +20.4%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $489 Shares 2,354 Est. Cost $152.26 Unrealized +14.5%
PBR PETROLEO BRASILEIRO SA PETRO 0.2%
Value ($000) $485 Shares 38,775 Est. Cost $12.94 Unrealized
DD DUPONT DE NEMOURS INC 0.2%
Value ($000) $479 Shares 6,981 Est. Cost $28.75 Unrealized -5.0%
IJS ISHARES TR 0.2%
Value ($000) $472 Shares 4,746 Est. Cost $104.21 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $468 Shares 5,735 Est. Cost $70.64 Unrealized
CEG CONSTELLATION ENERGY CORP 0.2%
Value ($000) $463 Shares 1,433 Est. Cost $152.33 Unrealized +73.2%
AWK AMERICAN WTR WKS CO INC NEW 0.2%
Value ($000) $451 Shares 3,244 Est. Cost $158.41 Unrealized -10.9%
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $449 Shares 2,448 Est. Cost $119.08 Unrealized +43.2%
ZTS ZOETIS INC 0.2%
Value ($000) $446 Shares 2,859 Est. Cost $178.50 Unrealized -11.8%
KO COCA COLA CO 0.2%
Value ($000) $446 Shares 6,297 Est. Cost $50.35 Unrealized +38.6%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.2%
Value ($000) $428 Shares 5,388 Est. Cost $47.25 Unrealized
REGL PROSHARES TR 0.2%
Value ($000) $424 Shares 5,201 Est. Cost $73.63 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $420 Shares 1,441 Est. Cost $192.82 Unrealized +41.3%
DIS DISNEY WALT CO 0.2%
Value ($000) $416 Shares 3,359 Est. Cost $136.78 Unrealized -24.8%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $413 Shares 4,543 Est. Cost $70.91 Unrealized +27.0%
RYLD GLOBAL X FDS 0.2%
Value ($000) $408 Shares 27,351 Est. Cost $16.19 Unrealized
GEV GE VERNOVA INC 0.2%
Value ($000) $404 Shares 763 Est. Cost $317.06 Unrealized +31.2%
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $403 Shares 915 Est. Cost $390.00 Unrealized
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $400 Shares 2,324 Est. Cost $210.50 Unrealized -14.3%
WPC WP CAREY INC 0.2%
Value ($000) $399 Shares 6,401 Est. Cost $69.97 Unrealized
NDAQ NASDAQ INC 0.2%
Value ($000) $398 Shares 4,450 Est. Cost $56.71 Unrealized +39.6%
BJ BJS WHSL CLUB HLDGS INC 0.2%
Value ($000) $393 Shares 3,649 Est. Cost $71.36 Unrealized +59.6%
SPYV SPDR SERIES TRUST 0.2%
Value ($000) $380 Shares 7,266 Est. Cost $41.11 Unrealized
TECL DIREXION SHS ETF TR 0.2%
Value ($000) $376 Shares 4,019 Est. Cost $37.18 Unrealized
ON ON SEMICONDUCTOR CORP 0.2%
Value ($000) $372 Shares 7,095 Est. Cost $49.86 Unrealized -12.8%
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $371 Shares 3,501 Est. Cost $92.29 Unrealized +8.7%
TJX TJX COS INC NEW 0.2%
Value ($000) $355 Shares 2,878 Est. Cost $69.13 Unrealized +82.1%
ABRDN GLOBAL INFRA INCOME FU 0.2%
Value ($000) $355 Shares 17,411 Est. Cost $19.69 Unrealized
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $353 Shares 1,997 Est. Cost $172.97 Unrealized
KRE SPDR SERIES TRUST 0.2%
Value ($000) $350 Shares 5,885 Est. Cost $62.38 Unrealized
ADBE ADOBE INC 0.2%
Value ($000) $348 Shares 900 Est. Cost $471.70 Unrealized -18.3%
VFH VANGUARD WORLD FD 0.2%
Value ($000) $345 Shares 2,707 Est. Cost $96.15 Unrealized
T AT&T INC 0.2%
Value ($000) $344 Shares 11,900 Est. Cost $15.38 Unrealized +75.3%
IBIT ISHARES BITCOIN TRUST ETF 0.2%
Value ($000) $344 Shares 5,623 Est. Cost $52.94 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $344 Shares 849 Est. Cost $538.76 Unrealized -22.6%
KBH KB HOME 0.2%
Value ($000) $343 Shares 6,480 Est. Cost $39.36 Unrealized +33.2%
VIS VANGUARD WORLD FD 0.1%
Value ($000) $332 Shares 1,185 Est. Cost $203.23 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $330 Shares 4,258 Est. Cost $91.86 Unrealized -32.2%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $329 Shares 3,601 Est. Cost $65.25 Unrealized +27.4%
MKTX MARKETAXESS HLDGS INC 0.1%
Value ($000) $323 Shares 1,447 Est. Cost $248.25 Unrealized -12.8%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $311 Shares 4,182 Est. Cost $57.80 Unrealized +18.2%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $309 Shares 736 Est. Cost $242.56 Unrealized +71.1%
SYK STRYKER CORPORATION 0.1%
Value ($000) $309 Shares 780 Est. Cost $219.76 Unrealized +69.1%
FAS DIREXION SHS ETF TR 0.1%
Value ($000) $304 Shares 1,801 Est. Cost $82.65 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $297 Shares 6,160 Est. Cost $48.36 Unrealized
VPU VANGUARD WORLD FD 0.1%
Value ($000) $295 Shares 1,673 Est. Cost $155.96 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value ($000) $290 Shares 3,915 Est. Cost $81.33 Unrealized -14.5%
ELF E L F BEAUTY INC 0.1%
Value ($000) $287 Shares 2,303 Est. Cost $85.34 Unrealized 0.0%
WYNN WYNN RESORTS LTD 0.1%
Value ($000) $286 Shares 3,052 Est. Cost $80.82 Unrealized +4.4%
QQQJ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $277 Shares 8,672 Est. Cost $33.44 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $276 Shares 988 Est. Cost $196.92 Unrealized +41.1%
HUM HUMANA INC 0.1%
Value ($000) $276 Shares 1,127 Est. Cost $386.49 Unrealized -36.2%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $275 Shares 2,729 Est. Cost $145.26 Unrealized -35.2%
IWM ISHARES TR 0.1%
Value ($000) $275 Shares 1,273 Est. Cost $200.86 Unrealized
WHR WHIRLPOOL CORP 0.1%
Value ($000) $273 Shares 2,694 Est. Cost $108.58 Unrealized -23.4%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $272 Shares 4,278 Est. Cost $58.78 Unrealized +1.9%
IJJ ISHARES TR 0.1%
Value ($000) $271 Shares 2,195 Est. Cost $110.45 Unrealized
RITM RITHM CAPITAL CORP 0.1%
Value ($000) $271 Shares 24,022 Est. Cost $10.28 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $270 Shares 3,094 Est. Cost $73.07 Unrealized +14.3%
GIS GENERAL MLS INC 0.1%
Value ($000) $269 Shares 5,197 Est. Cost $55.99 Unrealized -3.9%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $268 Shares 3,983 Est. Cost $61.22 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $266 Shares 2,649 Est. Cost $84.71 Unrealized +22.4%
MO ALTRIA GROUP INC 0.1%
Value ($000) $264 Shares 4,505 Est. Cost $45.98 Unrealized +21.7%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $259 Shares 811 Est. Cost $245.13 Unrealized +14.0%
MSTR MICROSTRATEGY INC 0.1%
Value ($000) $258 Shares 638 Est. Cost $364.26 Unrealized 0.0%
YORW YORK WTR CO 0.1%
Value ($000) $257 Shares 8,137 Est. Cost $40.25 Unrealized -18.8%
GTEK GOLDMAN SACHS ETF TR 0.1%
Value ($000) $257 Shares 7,119 Est. Cost $27.87 Unrealized
BP BP PLC 0.1%
Value ($000) $257 Shares 8,571 Est. Cost $33.35 Unrealized
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $252 Shares 1,401 Est. Cost $145.81 Unrealized +18.0%
ASAN ASANA INC 0.1%
Value ($000) $250 Shares 18,488 Est. Cost $16.68 Unrealized -6.0%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $247 Shares 3,055 Est. Cost $76.85 Unrealized
IGV ISHARES TR 0.1%
Value ($000) $246 Shares 2,250 Est. Cost $89.36 Unrealized
MAA MID-AMER APT CMNTYS INC 0.1%
Value ($000) $246 Shares 1,662 Est. Cost $170.65 Unrealized -10.6%
BHP BHP GROUP LTD 0.1%
Value ($000) $245 Shares 5,093 Est. Cost $48.49 Unrealized
VCR VANGUARD WORLD FD 0.1%
Value ($000) $245 Shares 676 Est. Cost $304.63 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $244 Shares 5,610 Est. Cost $36.28 Unrealized +20.1%
IOT SAMSARA INC 0.1%
Value ($000) $243 Shares 6,117 Est. Cost $46.01 Unrealized -10.2%
CPA COPA HOLDINGS SA 0.1%
Value ($000) $241 Shares 2,189 Est. Cost $88.31 Unrealized +7.8%
MDYG SPDR SERIES TRUST 0.1%
Value ($000) $241 Shares 2,769 Est. Cost $81.15 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $235 Shares 4,747 Est. Cost $49.44 Unrealized
EQIX EQUINIX INC 0.1%
Value ($000) $232 Shares 292 Est. Cost $874.80 Unrealized -4.5%
SMH VANECK ETF TRUST 0.1%
Value ($000) $231 Shares 829 Est. Cost $278.71 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $226 Shares 1,789 Est. Cost $152.29 Unrealized
EWZ ISHARES INC 0.1%
Value ($000) $222 Shares 7,680 Est. Cost $31.97 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $220 Shares 2,455 Est. Cost $72.28 Unrealized +21.8%
IDV ISHARES TR 0.1%
Value ($000) $215 Shares 6,230 Est. Cost $34.51 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $213 Shares 4,064 Est. Cost $49.82 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $212 Shares 3,142 Est. Cost $59.75 Unrealized +9.0%
WMB WILLIAMS COS INC 0.1%
Value ($000) $210 Shares 3,338 Est. Cost $57.67 Unrealized 0.0%
SOXL DIREXION SHS ETF TR 0.1%
Value ($000) $205 Shares 8,150 Est. Cost $25.11 Unrealized
UAL UNITED AIRLS HLDGS INC 0.1%
Value ($000) $204 Shares 2,564 Est. Cost $73.67 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $204 Shares 78 Est. Cost $2335.36 Unrealized 0.0%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $203 Shares 1,051 Est. Cost $192.71 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.1%
Value ($000) $201 Shares 5,837 Est. Cost $31.71 Unrealized 0.0%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $200 Shares 1,752 Est. Cost $98.12 Unrealized 0.0%
ELME ELME COMMUNITIES 0.1%
Value ($000) $195 Shares 12,285 Est. Cost $25.06 Unrealized
COLD AMERICOLD REALTY TRUST INC 0.1%
Value ($000) $174 Shares 10,475 Est. Cost $16.63 Unrealized
ICLN ISHARES TR 0.1%
Value ($000) $163 Shares 12,418 Est. Cost $20.17 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $109 Shares 25,672 Est. Cost $2.91 Unrealized
CENTRAIS ELETRICAS BRASILEIR 0.0%
Value ($000) $82 Shares 11,071 Est. Cost $7.30 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $75 Shares 14,451 Est. Cost $4.15 Unrealized
LIVEPERSON INC 0.0%
Value ($000) $32 Shares 31,543 Est. Cost $3.18 Unrealized