Retirement Planning Co of New England, Inc. Diversified Active

CIK: 0001817693 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 3, 2025

Total Value ($000): $248,571 (100.0% shares, 0.0% debt)

Holdings (246)

NVDA NVIDIA CORPORATION 4.1%
Value ($000) $10,210 Shares 54,723 Est. Cost $94.35 Unrealized +84.7%
AAPL APPLE INC 3.6%
Value ($000) $8,938 Shares 35,101 Est. Cost $159.56 Unrealized +41.4%
QQQ INVESCO QQQ TR 2.9%
Value ($000) $7,293 Shares 12,147 Est. Cost $551.62 Unrealized
ZVRA ZEVRA THERAPEUTICS INC 2.3%
Value ($000) $5,713 Shares 600,770 Est. Cost $7.25 Unrealized +38.2%
AVGO BROADCOM INC 2.0%
Value ($000) $5,048 Shares 15,302 Est. Cost $150.72 Unrealized +102.9%
META META PLATFORMS INC 2.0%
Value ($000) $4,983 Shares 6,785 Est. Cost $293.40 Unrealized +153.3%
MSFT MICROSOFT CORP 2.0%
Value ($000) $4,907 Shares 9,474 Est. Cost $318.82 Unrealized +59.6%
BX BLACKSTONE INC 1.9%
Value ($000) $4,677 Shares 27,372 Est. Cost $115.50 Unrealized +46.7%
ABBV ABBVIE INC 1.9%
Value ($000) $4,656 Shares 20,110 Est. Cost $115.44 Unrealized +74.9%
GOOGL ALPHABET INC 1.9%
Value ($000) $4,613 Shares 18,974 Est. Cost $115.80 Unrealized +80.7%
AMZN AMAZON COM INC 1.8%
Value ($000) $4,513 Shares 20,554 Est. Cost $129.86 Unrealized +74.3%
GOOG ALPHABET INC 1.6%
Value ($000) $3,970 Shares 16,299 Est. Cost $117.41 Unrealized +78.8%
BA BOEING CO 1.5%
Value ($000) $3,801 Shares 17,612 Est. Cost $191.73 Unrealized +17.6%
ETN EATON CORP PLC 1.5%
Value ($000) $3,614 Shares 9,658 Est. Cost $183.01 Unrealized +98.5%
BABA ALIBABA GROUP HLDG LTD 1.4%
Value ($000) $3,379 Shares 18,903 Est. Cost $114.31 Unrealized
VO VANGUARD INDEX FDS 1.2%
Value ($000) $2,928 Shares 9,967 Est. Cost $233.53 Unrealized
V VISA INC 1.1%
Value ($000) $2,856 Shares 8,366 Est. Cost $218.29 Unrealized +58.1%
EIPI FIRST TR EXCHNG TRADED FD VI 1.1%
Value ($000) $2,835 Shares 143,043 Est. Cost $18.66 Unrealized
TQQQ PROSHARES TR 1.1%
Value ($000) $2,677 Shares 25,892 Est. Cost $92.57 Unrealized
USD PROSHARES TR 1.1%
Value ($000) $2,634 Shares 26,600 Est. Cost $56.85 Unrealized
RTX RTX CORPORATION 1.1%
Value ($000) $2,617 Shares 15,638 Est. Cost $131.75 Unrealized +17.1%
GS GOLDMAN SACHS GROUP INC 0.9%
Value ($000) $2,262 Shares 2,840 Est. Cost $336.75 Unrealized +118.2%
BAC BANK AMERICA CORP 0.9%
Value ($000) $2,258 Shares 43,761 Est. Cost $37.72 Unrealized +28.2%
KMI KINDER MORGAN INC DEL 0.9%
Value ($000) $2,241 Shares 79,167 Est. Cost $14.04 Unrealized +92.1%
VNQ VANGUARD INDEX FDS 0.9%
Value ($000) $2,149 Shares 23,507 Est. Cost $113.55 Unrealized
VUG VANGUARD INDEX FDS 0.8%
Value ($000) $2,112 Shares 4,404 Est. Cost $313.47 Unrealized
NFLX NETFLIX INC 0.8%
Value ($000) $2,042 Shares 1,703 Est. Cost $44.54 Unrealized +174.0%
QCOM QUALCOMM INC 0.8%
Value ($000) $2,024 Shares 12,165 Est. Cost $144.34 Unrealized +8.9%
PM PHILIP MORRIS INTL INC 0.8%
Value ($000) $2,020 Shares 12,454 Est. Cost $76.66 Unrealized +115.5%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $2,005 Shares 5,806 Est. Cost $364.38 Unrealized -18.0%
TOAK MANAGER DIRECTED PORTFOLIOS 0.8%
Value ($000) $2,002 Shares 71,184 Est. Cost $27.51 Unrealized
CVS CVS HEALTH CORP 0.8%
Value ($000) $1,972 Shares 26,157 Est. Cost $76.97 Unrealized -11.9%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $1,970 Shares 17,475 Est. Cost $60.10 Unrealized +82.5%
LLY ELI LILLY & CO 0.8%
Value ($000) $1,917 Shares 2,513 Est. Cost $391.62 Unrealized +89.5%
VB VANGUARD INDEX FDS 0.7%
Value ($000) $1,777 Shares 6,990 Est. Cost $211.12 Unrealized
HD HOME DEPOT INC 0.7%
Value ($000) $1,696 Shares 4,186 Est. Cost $338.17 Unrealized +15.1%
ABT ABBOTT LABS 0.6%
Value ($000) $1,572 Shares 11,738 Est. Cost $112.98 Unrealized +15.6%
WFC WELLS FARGO CO NEW 0.6%
Value ($000) $1,565 Shares 18,669 Est. Cost $43.90 Unrealized +83.3%
VGT VANGUARD WORLD FD 0.6%
Value ($000) $1,531 Shares 2,050 Est. Cost $459.50 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.6%
Value ($000) $1,520 Shares 15,414 Est. Cost $63.13 Unrealized
JPM JPMORGAN CHASE & CO. 0.6%
Value ($000) $1,514 Shares 4,799 Est. Cost $152.88 Unrealized +93.6%
MCD MCDONALDS CORP 0.6%
Value ($000) $1,486 Shares 4,889 Est. Cost $230.70 Unrealized +30.6%
MS MORGAN STANLEY 0.6%
Value ($000) $1,436 Shares 9,031 Est. Cost $84.57 Unrealized +73.2%
SYM SYMBOTIC INC 0.6%
Value ($000) $1,433 Shares 26,584 Est. Cost $36.32 Unrealized +39.2%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,347 Shares 8,673 Est. Cost $105.51 Unrealized +44.3%
SO SOUTHERN CO 0.5%
Value ($000) $1,343 Shares 14,172 Est. Cost $56.24 Unrealized +64.0%
DVY ISHARES TR 0.5%
Value ($000) $1,343 Shares 9,448 Est. Cost $121.92 Unrealized
ROM PROSHARES TR 0.5%
Value ($000) $1,302 Shares 14,053 Est. Cost $80.16 Unrealized
FCX FREEPORT-MCMORAN INC 0.5%
Value ($000) $1,279 Shares 32,613 Est. Cost $36.75 Unrealized +17.6%
VYM VANGUARD WHITEHALL FDS 0.5%
Value ($000) $1,274 Shares 9,041 Est. Cost $113.17 Unrealized
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $1,257 Shares 11,324 Est. Cost $60.81 Unrealized +84.6%
DLR DIGITAL RLTY TR INC 0.5%
Value ($000) $1,229 Shares 7,108 Est. Cost $136.49 Unrealized +23.6%
NGG NATIONAL GRID PLC 0.5%
Value ($000) $1,221 Shares 16,798 Est. Cost $71.40 Unrealized
SPIRIT AEROSYSTEMS HLDGS INC 0.5%
Value ($000) $1,220 Shares 31,617 Est. Cost $27.89 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.5%
Value ($000) $1,173 Shares 6,253 Est. Cost $112.50 Unrealized +50.3%
IRM IRON MTN INC DEL 0.5%
Value ($000) $1,159 Shares 11,366 Est. Cost $41.17 Unrealized +130.1%
WMT WALMART INC 0.5%
Value ($000) $1,156 Shares 11,216 Est. Cost $55.48 Unrealized +78.9%
CAT CATERPILLAR INC 0.5%
Value ($000) $1,150 Shares 2,411 Est. Cost $237.14 Unrealized +79.4%
SPYM SPDR SERIES TRUST 0.5%
Value ($000) $1,149 Shares 14,668 Est. Cost $59.55 Unrealized
VOO VANGUARD INDEX FDS 0.5%
Value ($000) $1,125 Shares 1,838 Est. Cost $433.32 Unrealized
LVS LAS VEGAS SANDS CORP 0.4%
Value ($000) $1,114 Shares 20,707 Est. Cost $40.93 Unrealized +27.7%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,110 Shares 5,988 Est. Cost $147.46 Unrealized +15.0%
NEM NEWMONT CORP 0.4%
Value ($000) $1,109 Shares 13,159 Est. Cost $41.85 Unrealized +65.8%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $1,083 Shares 3,838 Est. Cost $119.61 Unrealized +117.0%
C CITIGROUP INC 0.4%
Value ($000) $1,038 Shares 10,224 Est. Cost $46.87 Unrealized +100.8%
QQQM INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $984 Shares 3,983 Est. Cost $190.10 Unrealized
GE GE AEROSPACE 0.4%
Value ($000) $981 Shares 3,260 Est. Cost $77.60 Unrealized +251.4%
IHI ISHARES TR 0.4%
Value ($000) $978 Shares 16,276 Est. Cost $64.44 Unrealized
O REALTY INCOME CORP 0.4%
Value ($000) $973 Shares 15,999 Est. Cost $53.02 Unrealized +7.3%
GXO GXO LOGISTICS INCORPORATED 0.4%
Value ($000) $965 Shares 18,248 Est. Cost $58.11 Unrealized -11.5%
WELL WELLTOWER INC 0.4%
Value ($000) $938 Shares 5,267 Est. Cost $75.12 Unrealized +117.5%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $927 Shares 6,031 Est. Cost $141.43 Unrealized +9.5%
HON HONEYWELL INTL INC 0.4%
Value ($000) $924 Shares 4,389 Est. Cost $187.64 Unrealized +10.4%
ITB ISHARES TR 0.4%
Value ($000) $909 Shares 8,480 Est. Cost $81.42 Unrealized
PSX PHILLIPS 66 0.4%
Value ($000) $886 Shares 6,516 Est. Cost $74.73 Unrealized +69.1%
SPMD SPDR SERIES TRUST 0.4%
Value ($000) $875 Shares 15,305 Est. Cost $48.33 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $875 Shares 19,915 Est. Cost $37.79 Unrealized +12.5%
AFL AFLAC INC 0.4%
Value ($000) $871 Shares 7,801 Est. Cost $51.89 Unrealized +100.8%
INTC INTEL CORP 0.4%
Value ($000) $871 Shares 25,963 Est. Cost $40.33 Unrealized -39.9%
IYT ISHARES TR 0.3%
Value ($000) $868 Shares 12,106 Est. Cost $122.87 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $867 Shares 10,326 Est. Cost $78.65 Unrealized +3.0%
PAAS PAN AMERN SILVER CORP 0.3%
Value ($000) $865 Shares 22,344 Est. Cost $20.55 Unrealized +56.5%
IGM ISHARES TR 0.3%
Value ($000) $858 Shares 6,808 Est. Cost $160.35 Unrealized
MMM 3M CO 0.3%
Value ($000) $850 Shares 5,478 Est. Cost $78.04 Unrealized +96.2%
SUPN SUPERNUS PHARMACEUTICALS INC 0.3%
Value ($000) $849 Shares 17,757 Est. Cost $30.39 Unrealized +32.5%
PEP PEPSICO INC 0.3%
Value ($000) $848 Shares 6,038 Est. Cost $151.52 Unrealized -7.3%
VHT VANGUARD WORLD FD 0.3%
Value ($000) $845 Shares 3,253 Est. Cost $265.08 Unrealized
QQQE DIREXION SHS ETF TR 0.3%
Value ($000) $843 Shares 8,297 Est. Cost $82.72 Unrealized
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $840 Shares 2,427 Est. Cost $311.25 Unrealized +12.9%
IVZ INVESCO LTD 0.3%
Value ($000) $838 Shares 36,535 Est. Cost $15.75 Unrealized +30.1%
PODD INSULET CORP 0.3%
Value ($000) $769 Shares 2,492 Est. Cost $287.36 Unrealized +9.0%
TNA DIREXION SHS ETF TR 0.3%
Value ($000) $743 Shares 16,413 Est. Cost $47.92 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $732 Shares 28,734 Est. Cost $34.68 Unrealized -30.4%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $728 Shares 1,458 Est. Cost $361.57 Unrealized +23.9%
ALLY ALLY FINL INC 0.3%
Value ($000) $723 Shares 18,444 Est. Cost $35.10 Unrealized +12.2%
ALB ALBEMARLE CORP 0.3%
Value ($000) $715 Shares 8,813 Est. Cost $103.74 Unrealized -26.2%
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $697 Shares 3,676 Est. Cost $166.73 Unrealized
NVO NOVO-NORDISK A S 0.3%
Value ($000) $693 Shares 12,484 Est. Cost $94.57 Unrealized
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $693 Shares 5,597 Est. Cost $87.51 Unrealized +36.9%
TGT TARGET CORP 0.3%
Value ($000) $690 Shares 7,693 Est. Cost $155.19 Unrealized -37.7%
CCI CROWN CASTLE INC 0.3%
Value ($000) $686 Shares 7,108 Est. Cost $112.85 Unrealized -12.2%
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $686 Shares 3,566 Est. Cost $212.71 Unrealized -3.8%
PHO INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $681 Shares 9,441 Est. Cost $60.21 Unrealized
KMB KIMBERLY-CLARK CORP 0.3%
Value ($000) $680 Shares 5,469 Est. Cost $116.15 Unrealized +9.2%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.3%
Value ($000) $671 Shares 33,230 Est. Cost $12.04 Unrealized
GNRC GENERAC HLDGS INC 0.3%
Value ($000) $671 Shares 4,009 Est. Cost $133.53 Unrealized +31.2%
SPSM SPDR SERIES TRUST 0.3%
Value ($000) $665 Shares 14,358 Est. Cost $42.68 Unrealized
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $658 Shares 3,932 Est. Cost $77.89 Unrealized +64.1%
LYB LYONDELLBASELL INDUSTRIES N 0.3%
Value ($000) $643 Shares 13,105 Est. Cost $66.73 Unrealized -19.0%
KWEB KRANESHARES TRUST 0.3%
Value ($000) $638 Shares 15,183 Est. Cost $34.44 Unrealized
DOW DOW INC 0.3%
Value ($000) $626 Shares 27,300 Est. Cost $38.45 Unrealized -36.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $623 Shares 1,239 Est. Cost $335.19 Unrealized +44.5%
TROW PRICE T ROWE GROUP INC 0.3%
Value ($000) $622 Shares 6,057 Est. Cost $107.30 Unrealized -4.2%
PSA PUBLIC STORAGE OPER CO 0.2%
Value ($000) $606 Shares 2,097 Est. Cost $253.14 Unrealized +11.2%
BMNR BITMINE IMMERSION TECNOLOGIE 0.2%
Value ($000) $598 Shares 11,511 Est. Cost $50.65 Unrealized 0.0%
WEX WEX INC 0.2%
Value ($000) $593 Shares 3,765 Est. Cost $165.53 Unrealized -0.1%
CLX CLOROX CO DEL 0.2%
Value ($000) $583 Shares 4,730 Est. Cost $141.11 Unrealized -13.4%
SKYY FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $582 Shares 4,328 Est. Cost $76.61 Unrealized
IAK ISHARES TR 0.2%
Value ($000) $574 Shares 4,284 Est. Cost $85.57 Unrealized
CG CARLYLE GROUP INC 0.2%
Value ($000) $571 Shares 9,109 Est. Cost $38.53 Unrealized +59.6%
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $557 Shares 4,137 Est. Cost $198.14 Unrealized -20.5%
SNOW SNOWFLAKE INC 0.2%
Value ($000) $556 Shares 2,465 Est. Cost $173.72 Unrealized +23.6%
DD DUPONT DE NEMOURS INC 0.2%
Value ($000) $547 Shares 7,023 Est. Cost $28.75 Unrealized +8.3%
DEO DIAGEO PLC 0.2%
Value ($000) $542 Shares 5,684 Est. Cost $190.64 Unrealized
VV VANGUARD INDEX FDS 0.2%
Value ($000) $538 Shares 1,748 Est. Cost $219.63 Unrealized
PBR PETROLEO BRASILEIRO SA PETRO 0.2%
Value ($000) $530 Shares 41,899 Est. Cost $12.92 Unrealized
XLRE SELECT SECTOR SPDR TR 0.2%
Value ($000) $524 Shares 12,428 Est. Cost $39.93 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $522 Shares 11,575 Est. Cost $49.11 Unrealized -7.3%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $518 Shares 911 Est. Cost $367.94 Unrealized +55.9%
TECL DIREXION SHS ETF TR 0.2%
Value ($000) $500 Shares 4,020 Est. Cost $37.18 Unrealized
FOUR SHIFT4 PMTS INC 0.2%
Value ($000) $496 Shares 6,408 Est. Cost $69.99 Unrealized +32.8%
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $495 Shares 5,676 Est. Cost $70.64 Unrealized
IJS ISHARES TR 0.2%
Value ($000) $492 Shares 4,446 Est. Cost $104.21 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $491 Shares 1,441 Est. Cost $192.82 Unrealized +62.7%
ZTS ZOETIS INC 0.2%
Value ($000) $485 Shares 3,316 Est. Cost $174.65 Unrealized -13.8%
CSCO CISCO SYS INC 0.2%
Value ($000) $485 Shares 7,091 Est. Cost $50.15 Unrealized +34.4%
DE DEERE & CO 0.2%
Value ($000) $475 Shares 1,039 Est. Cost $392.48 Unrealized +24.8%
GEV GE VERNOVA INC 0.2%
Value ($000) $472 Shares 768 Est. Cost $317.06 Unrealized +91.0%
SBUX STARBUCKS CORP 0.2%
Value ($000) $470 Shares 5,561 Est. Cost $100.70 Unrealized -12.0%
MBLY MOBILEYE GLOBAL INC 0.2%
Value ($000) $469 Shares 33,190 Est. Cost $14.87 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP 0.2%
Value ($000) $465 Shares 1,412 Est. Cost $152.33 Unrealized +111.5%
ON ON SEMICONDUCTOR CORP 0.2%
Value ($000) $463 Shares 9,395 Est. Cost $50.54 Unrealized +4.1%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $462 Shares 2,466 Est. Cost $208.98 Unrealized -11.9%
AWK AMERICAN WTR WKS CO INC NEW 0.2%
Value ($000) $453 Shares 3,256 Est. Cost $158.41 Unrealized -11.6%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.2%
Value ($000) $445 Shares 5,233 Est. Cost $47.25 Unrealized
FISV FISERV INC 0.2%
Value ($000) $444 Shares 3,440 Est. Cost $102.82 Unrealized +39.4%
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $443 Shares 2,375 Est. Cost $175.12 Unrealized
REGL PROSHARES TR 0.2%
Value ($000) $441 Shares 5,168 Est. Cost $73.63 Unrealized
RYLD GLOBAL X FDS 0.2%
Value ($000) $440 Shares 29,204 Est. Cost $16.12 Unrealized
TXN TEXAS INSTRS INC 0.2%
Value ($000) $432 Shares 2,354 Est. Cost $152.26 Unrealized +27.0%
WPC WP CAREY INC 0.2%
Value ($000) $432 Shares 6,393 Est. Cost $69.97 Unrealized
KBH KB HOME 0.2%
Value ($000) $420 Shares 6,596 Est. Cost $39.72 Unrealized +50.8%
KO COCA COLA CO 0.2%
Value ($000) $418 Shares 6,307 Est. Cost $50.35 Unrealized +34.9%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $418 Shares 862 Est. Cost $537.64 Unrealized -13.6%
TJX TJX COS INC NEW 0.2%
Value ($000) $417 Shares 2,883 Est. Cost $69.13 Unrealized +91.3%
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $416 Shares 698 Est. Cost $595.63 Unrealized
BJ BJS WHSL CLUB HLDGS INC 0.2%
Value ($000) $414 Shares 4,443 Est. Cost $76.88 Unrealized +33.0%
MRVL MARVELL TECHNOLOGY INC 0.2%
Value ($000) $412 Shares 4,900 Est. Cost $89.45 Unrealized -17.8%
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $411 Shares 2,440 Est. Cost $119.08 Unrealized +49.3%
ADBE ADOBE INC 0.2%
Value ($000) $411 Shares 1,165 Est. Cost $446.01 Unrealized -19.6%
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $403 Shares 870 Est. Cost $390.00 Unrealized
WYNN WYNN RESORTS LTD 0.2%
Value ($000) $396 Shares 3,084 Est. Cost $81.17 Unrealized +41.8%
NDAQ NASDAQ INC 0.2%
Value ($000) $394 Shares 4,460 Est. Cost $56.71 Unrealized +62.5%
QXO QXO INC 0.2%
Value ($000) $391 Shares 20,518 Est. Cost $20.71 Unrealized 0.0%
SPYV SPDR SERIES TRUST 0.2%
Value ($000) $391 Shares 7,067 Est. Cost $41.11 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $387 Shares 3,377 Est. Cost $136.78 Unrealized -14.5%
KRE SPDR SERIES TRUST 0.2%
Value ($000) $375 Shares 5,928 Est. Cost $62.38 Unrealized
ABRDN GLOBAL INFRA INCOME FU 0.2%
Value ($000) $375 Shares 17,749 Est. Cost $19.71 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $367 Shares 5,645 Est. Cost $52.94 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $364 Shares 4,550 Est. Cost $70.91 Unrealized +19.4%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $362 Shares 3,485 Est. Cost $92.29 Unrealized +11.9%
VFH VANGUARD WORLD FD 0.1%
Value ($000) $356 Shares 2,714 Est. Cost $96.15 Unrealized
T AT&T INC 0.1%
Value ($000) $356 Shares 12,607 Est. Cost $16.09 Unrealized +74.5%
IOT SAMSARA INC 0.1%
Value ($000) $352 Shares 9,453 Est. Cost $42.88 Unrealized -13.4%
VIS VANGUARD WORLD FD 0.1%
Value ($000) $350 Shares 1,182 Est. Cost $203.23 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $348 Shares 3,645 Est. Cost $65.60 Unrealized +44.1%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $337 Shares 738 Est. Cost $242.56 Unrealized +84.8%
EEM ISHARES TR 0.1%
Value ($000) $325 Shares 6,093 Est. Cost $48.36 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value ($000) $323 Shares 4,298 Est. Cost $80.73 Unrealized -7.7%
FAS DIREXION SHS ETF TR 0.1%
Value ($000) $322 Shares 1,809 Est. Cost $82.65 Unrealized
HUM HUMANA INC 0.1%
Value ($000) $320 Shares 1,231 Est. Cost $375.91 Unrealized -30.5%
VPU VANGUARD WORLD FD 0.1%
Value ($000) $316 Shares 1,671 Est. Cost $155.96 Unrealized
ES EVERSOURCE ENERGY 0.1%
Value ($000) $312 Shares 4,382 Est. Cost $58.91 Unrealized +9.0%
CHWY CHEWY INC 0.1%
Value ($000) $311 Shares 7,678 Est. Cost $38.56 Unrealized 0.0%
QQQJ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $308 Shares 8,598 Est. Cost $33.44 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $307 Shares 4,653 Est. Cost $46.47 Unrealized +32.2%
ELF E L F BEAUTY INC 0.1%
Value ($000) $305 Shares 2,303 Est. Cost $85.34 Unrealized +44.5%
AMGN AMGEN INC 0.1%
Value ($000) $302 Shares 1,072 Est. Cost $203.94 Unrealized +40.5%
ASAN ASANA INC 0.1%
Value ($000) $300 Shares 22,490 Est. Cost $16.22 Unrealized -12.9%
BP BP PLC 0.1%
Value ($000) $295 Shares 8,563 Est. Cost $33.35 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $294 Shares 3,087 Est. Cost $73.07 Unrealized +24.9%
SYK STRYKER CORPORATION 0.1%
Value ($000) $288 Shares 780 Est. Cost $219.76 Unrealized +75.0%
BHP BHP GROUP LTD 0.1%
Value ($000) $288 Shares 5,167 Est. Cost $48.59 Unrealized
SOXL DIREXION SHS ETF TR 0.1%
Value ($000) $284 Shares 8,150 Est. Cost $25.11 Unrealized
SMH VANECK ETF TRUST 0.1%
Value ($000) $282 Shares 864 Est. Cost $280.64 Unrealized
RITM RITHM CAPITAL CORP 0.1%
Value ($000) $278 Shares 24,407 Est. Cost $10.30 Unrealized
IJJ ISHARES TR 0.1%
Value ($000) $274 Shares 2,115 Est. Cost $110.45 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $273 Shares 5,416 Est. Cost $55.73 Unrealized -11.2%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $273 Shares 3,821 Est. Cost $61.22 Unrealized
VCR VANGUARD WORLD FD 0.1%
Value ($000) $270 Shares 682 Est. Cost $304.63 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $270 Shares 4,026 Est. Cost $57.80 Unrealized +21.7%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $270 Shares 813 Est. Cost $245.13 Unrealized +29.1%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $268 Shares 1,406 Est. Cost $145.81 Unrealized +21.1%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $266 Shares 2,649 Est. Cost $84.71 Unrealized +17.0%
EQIX EQUINIX INC 0.1%
Value ($000) $264 Shares 337 Est. Cost $861.37 Unrealized -10.1%
IGV ISHARES TR 0.1%
Value ($000) $259 Shares 2,250 Est. Cost $89.36 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $258 Shares 1,786 Est. Cost $152.29 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $253 Shares 5,610 Est. Cost $36.28 Unrealized +19.5%
COLD AMERICOLD REALTY TRUST INC 0.1%
Value ($000) $252 Shares 20,588 Est. Cost $14.47 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $251 Shares 4,633 Est. Cost $49.44 Unrealized
EWZ ISHARES INC 0.1%
Value ($000) $251 Shares 8,093 Est. Cost $31.92 Unrealized
YORW YORK WTR CO 0.1%
Value ($000) $251 Shares 8,243 Est. Cost $40.12 Unrealized -23.8%
MDYG SPDR SERIES TRUST 0.1%
Value ($000) $247 Shares 2,699 Est. Cost $81.15 Unrealized
GTEK GOLDMAN SACHS ETF TR 0.1%
Value ($000) $247 Shares 6,320 Est. Cost $27.87 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $243 Shares 1,003 Est. Cost $200.86 Unrealized
MKTX MARKETAXESS HLDGS INC 0.1%
Value ($000) $240 Shares 1,377 Est. Cost $248.25 Unrealized -22.1%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $240 Shares 3,062 Est. Cost $76.85 Unrealized
URI UNITED RENTALS INC 0.1%
Value ($000) $239 Shares 250 Est. Cost $888.48 Unrealized 0.0%
LIT GLOBAL X FDS 0.1%
Value ($000) $238 Shares 4,189 Est. Cost $56.85 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $238 Shares 2,513 Est. Cost $72.76 Unrealized +28.2%
CPNG COUPANG INC 0.1%
Value ($000) $235 Shares 7,284 Est. Cost $30.23 Unrealized 0.0%
CPA COPA HOLDINGS SA 0.1%
Value ($000) $233 Shares 1,957 Est. Cost $88.31 Unrealized +26.8%
IDV ISHARES TR 0.1%
Value ($000) $229 Shares 6,254 Est. Cost $34.51 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $225 Shares 2,691 Est. Cost $145.26 Unrealized -39.3%
MAA MID-AMER APT CMNTYS INC 0.1%
Value ($000) $222 Shares 1,588 Est. Cost $170.65 Unrealized -16.4%
EWW ISHARES INC 0.1%
Value ($000) $222 Shares 3,253 Est. Cost $68.21 Unrealized
WDC WESTERN DIGITAL CORP 0.1%
Value ($000) $221 Shares 1,843 Est. Cost $81.60 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $219 Shares 4,057 Est. Cost $49.82 Unrealized
UAL UNITED AIRLS HLDGS INC 0.1%
Value ($000) $218 Shares 2,264 Est. Cost $73.67 Unrealized +30.5%
LOW LOWES COS INC 0.1%
Value ($000) $215 Shares 855 Est. Cost $244.20 Unrealized 0.0%
HAL HALLIBURTON CO 0.1%
Value ($000) $213 Shares 8,674 Est. Cost $21.87 Unrealized 0.0%
ELME ELME COMMUNITIES 0.1%
Value ($000) $213 Shares 12,621 Est. Cost $24.84 Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $212 Shares 3,342 Est. Cost $57.67 Unrealized +0.3%
GM GENERAL MTRS CO 0.1%
Value ($000) $211 Shares 3,458 Est. Cost $55.55 Unrealized 0.0%
WHR WHIRLPOOL CORP 0.1%
Value ($000) $211 Shares 2,679 Est. Cost $108.58 Unrealized -15.5%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $208 Shares 1,347 Est. Cost $154.29 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $206 Shares 2,100 Est. Cost $93.52 Unrealized 0.0%
SPYD SPDR SERIES TRUST 0.1%
Value ($000) $205 Shares 4,659 Est. Cost $44.00 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $204 Shares 731 Est. Cost $279.14 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.1%
Value ($000) $202 Shares 5,837 Est. Cost $31.71 Unrealized +15.7%
ICLN ISHARES TR 0.1%
Value ($000) $177 Shares 11,436 Est. Cost $20.17 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $114 Shares 25,206 Est. Cost $2.91 Unrealized
CENTRAIS ELETRICAS BRASILEIR 0.0%
Value ($000) $109 Shares 10,971 Est. Cost $7.30 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $71 Shares 14,851 Est. Cost $4.17 Unrealized
QIPT QUIPT HOME MEDICAL CORP 0.0%
Value ($000) $26 Shares 10,000 Est. Cost $2.31 Unrealized 0.0%
LIVEPERSON INC 0.0%
Value ($000) $18 Shares 30,307 Est. Cost $3.18 Unrealized