Quadcap Wealth Management, LLC Diversified Active

CIK: 0002009674 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $847,797 (100.0% shares, 0.0% debt)

Holdings (407)

JQUA J P MORGAN EXCHANGE TRADED F 8.8%
Value ($000) $74,708 Shares 1,187,538 Est. Cost $53.54 Unrealized
DFUS DIMENSIONAL ETF TRUST 6.4%
Value ($000) $54,391 Shares 750,838 Est. Cost $59.36 Unrealized
AAPL APPLE INC 3.0%
Value ($000) $25,844 Shares 101,494 Est. Cost $189.22 Unrealized +19.2%
CGCP CAPITAL GRP FIXED INCM ETF T 2.3%
Value ($000) $19,878 Shares 874,900 Est. Cost $22.47 Unrealized
EVTR MORGAN STANLEY ETF TRUST 2.3%
Value ($000) $19,677 Shares 382,444 Est. Cost $50.71 Unrealized
NVDA NVIDIA CORPORATION 1.9%
Value ($000) $16,175 Shares 86,692 Est. Cost $97.56 Unrealized +78.6%
MSFT MICROSOFT CORP 1.9%
Value ($000) $15,818 Shares 30,540 Est. Cost $360.59 Unrealized +41.1%
AMZN AMAZON COM INC 1.6%
Value ($000) $13,924 Shares 63,417 Est. Cost $152.27 Unrealized +48.6%
SPY SPDR S&P 500 ETF TR 1.5%
Value ($000) $12,777 Shares 19,180 Est. Cost $487.95 Unrealized
QQQ INVESCO QQQ TR 1.4%
Value ($000) $11,708 Shares 19,502 Est. Cost $455.66 Unrealized
DIHP DIMENSIONAL ETF TRUST 1.2%
Value ($000) $10,124 Shares 333,071 Est. Cost $27.19 Unrealized
MGV VANGUARD WORLD FD 1.2%
Value ($000) $9,762 Shares 70,870 Est. Cost $128.96 Unrealized
MGK VANGUARD WORLD FD 1.1%
Value ($000) $9,008 Shares 22,385 Est. Cost $311.65 Unrealized
FNDX SCHWAB STRATEGIC TR 1.0%
Value ($000) $8,774 Shares 333,594 Est. Cost $35.31 Unrealized
META META PLATFORMS INC 1.0%
Value ($000) $8,577 Shares 11,679 Est. Cost $352.86 Unrealized +110.6%
DISV DIMENSIONAL ETF TRUST 1.0%
Value ($000) $8,274 Shares 231,834 Est. Cost $27.36 Unrealized
TSLA TESLA INC 1.0%
Value ($000) $8,272 Shares 18,601 Est. Cost $235.06 Unrealized +47.6%
AIQ GLOBAL X FDS 0.9%
Value ($000) $7,840 Shares 158,737 Est. Cost $49.39 Unrealized
AVLV AMERICAN CENTY ETF TR 0.9%
Value ($000) $7,823 Shares 108,255 Est. Cost $65.81 Unrealized
XLK SELECT SECTOR SPDR TR 0.9%
Value ($000) $7,734 Shares 27,442 Est. Cost $196.93 Unrealized
NLR VANECK ETF TRUST 0.9%
Value ($000) $7,690 Shares 56,688 Est. Cost $89.58 Unrealized
DEXC DIMENSIONAL ETF TRUST 0.9%
Value ($000) $7,648 Shares 135,214 Est. Cost $49.46 Unrealized
UTES ETFIS SER TR I 0.9%
Value ($000) $7,631 Shares 91,451 Est. Cost $83.44 Unrealized
VYM VANGUARD WHITEHALL FDS 0.9%
Value ($000) $7,613 Shares 54,012 Est. Cost $111.72 Unrealized
JTEK J P MORGAN EXCHANGE TRADED F 0.9%
Value ($000) $7,560 Shares 82,199 Est. Cost $91.97 Unrealized
GOOGL ALPHABET INC 0.9%
Value ($000) $7,516 Shares 30,918 Est. Cost $151.86 Unrealized +37.8%
PWRD TCW ETF TRUST 0.9%
Value ($000) $7,466 Shares 76,427 Est. Cost $97.69 Unrealized
PYLD PIMCO ETF TR 0.9%
Value ($000) $7,257 Shares 270,368 Est. Cost $26.09 Unrealized
STIP ISHARES TR 0.8%
Value ($000) $7,026 Shares 67,977 Est. Cost $101.28 Unrealized
VUG VANGUARD INDEX FDS 0.8%
Value ($000) $6,524 Shares 13,603 Est. Cost $364.62 Unrealized
USTB VICTORY PORTFOLIOS II 0.7%
Value ($000) $6,208 Shares 121,746 Est. Cost $50.09 Unrealized
CGNG CAPITAL GROUP NEW GEOGRAPHY 0.7%
Value ($000) $6,181 Shares 200,017 Est. Cost $27.17 Unrealized
VBR VANGUARD INDEX FDS 0.7%
Value ($000) $6,120 Shares 29,320 Est. Cost $184.09 Unrealized
AVMV AMERICAN CENTY ETF TR 0.7%
Value ($000) $6,071 Shares 88,126 Est. Cost $62.18 Unrealized
DUK DUKE ENERGY CORP NEW 0.7%
Value ($000) $5,996 Shares 48,452 Est. Cost $85.53 Unrealized +40.1%
SHLD GLOBAL X FDS 0.7%
Value ($000) $5,785 Shares 82,358 Est. Cost $46.55 Unrealized
IVV ISHARES TR 0.7%
Value ($000) $5,703 Shares 8,521 Est. Cost $488.61 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.7%
Value ($000) $5,637 Shares 58,310 Est. Cost $73.38 Unrealized
JPM JPMORGAN CHASE & CO. 0.7%
Value ($000) $5,567 Shares 17,648 Est. Cost $144.89 Unrealized +104.2%
WMT WALMART INC 0.6%
Value ($000) $5,228 Shares 50,728 Est. Cost $70.67 Unrealized +40.4%
AVUV AMERICAN CENTY ETF TR 0.6%
Value ($000) $5,220 Shares 52,451 Est. Cost $93.81 Unrealized
JMID JANUS DETROIT STR TR 0.6%
Value ($000) $5,127 Shares 169,959 Est. Cost $26.14 Unrealized
NFLX NETFLIX INC 0.6%
Value ($000) $4,762 Shares 3,972 Est. Cost $45.27 Unrealized +169.6%
ETR ENTERGY CORP NEW 0.6%
Value ($000) $4,692 Shares 50,351 Est. Cost $54.43 Unrealized +60.0%
V VISA INC 0.6%
Value ($000) $4,674 Shares 13,690 Est. Cost $249.94 Unrealized +38.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $4,613 Shares 9,176 Est. Cost $375.78 Unrealized +28.9%
VOO VANGUARD INDEX FDS 0.5%
Value ($000) $4,509 Shares 7,363 Est. Cost $474.17 Unrealized
MGNR AMERICAN BEACON SELECT FUNDS 0.5%
Value ($000) $4,461 Shares 110,275 Est. Cost $30.84 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $4,303 Shares 55,017 Est. Cost $62.77 Unrealized
AVGO BROADCOM INC 0.5%
Value ($000) $4,123 Shares 12,499 Est. Cost $164.04 Unrealized +86.4%
RTX RTX CORPORATION 0.5%
Value ($000) $4,104 Shares 24,529 Est. Cost $77.66 Unrealized +98.7%
DEHP DIMENSIONAL ETF TRUST 0.5%
Value ($000) $4,078 Shares 133,528 Est. Cost $24.94 Unrealized
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $3,928 Shares 11,967 Est. Cost $240.56 Unrealized
VTV VANGUARD INDEX FDS 0.5%
Value ($000) $3,915 Shares 20,993 Est. Cost $162.57 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.5%
Value ($000) $3,905 Shares 13,982 Est. Cost $175.43 Unrealized
ORCL ORACLE CORP 0.4%
Value ($000) $3,764 Shares 13,382 Est. Cost $142.44 Unrealized +78.4%
JSML JANUS DETROIT STR TR 0.4%
Value ($000) $3,673 Shares 49,117 Est. Cost $63.04 Unrealized
CHAT TIDAL TRUST II 0.4%
Value ($000) $3,517 Shares 57,180 Est. Cost $61.50 Unrealized
IWM ISHARES TR 0.4%
Value ($000) $3,389 Shares 14,008 Est. Cost $208.53 Unrealized
IJH ISHARES TR 0.4%
Value ($000) $3,275 Shares 50,191 Est. Cost $94.47 Unrealized
BTC GRAYSCALE BITCOIN MINI TR ET 0.4%
Value ($000) $3,258 Shares 64,357 Est. Cost $39.67 Unrealized
IWD ISHARES TR 0.4%
Value ($000) $3,177 Shares 15,606 Est. Cost $165.61 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $3,013 Shares 59,706 Est. Cost $50.27 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $2,870 Shares 18,483 Est. Cost $138.53 Unrealized +9.9%
BAC BANK AMERICA CORP 0.3%
Value ($000) $2,867 Shares 55,576 Est. Cost $27.61 Unrealized +75.1%
GOOG ALPHABET INC 0.3%
Value ($000) $2,832 Shares 11,628 Est. Cost $159.48 Unrealized +31.6%
ABBV ABBVIE INC 0.3%
Value ($000) $2,789 Shares 12,044 Est. Cost $141.79 Unrealized +42.4%
CSCO CISCO SYS INC 0.3%
Value ($000) $2,731 Shares 39,920 Est. Cost $47.98 Unrealized +40.5%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $2,691 Shares 14,512 Est. Cost $143.99 Unrealized +17.7%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $2,679 Shares 17,439 Est. Cost $157.44 Unrealized -1.6%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $2,453 Shares 4,914 Est. Cost $432.97 Unrealized +3.5%
LOW LOWES COS INC 0.3%
Value ($000) $2,382 Shares 9,479 Est. Cost $209.10 Unrealized +16.8%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $2,364 Shares 20,964 Est. Cost $100.04 Unrealized +9.7%
FNDF SCHWAB STRATEGIC TR 0.3%
Value ($000) $2,339 Shares 54,454 Est. Cost $35.51 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.3%
Value ($000) $2,315 Shares 4,992 Est. Cost $385.64 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.3%
Value ($000) $2,310 Shares 33,742 Est. Cost $62.26 Unrealized
ETHV VANECK ETHEREUM TR 0.3%
Value ($000) $2,277 Shares 37,378 Est. Cost $60.93 Unrealized
IJS ISHARES TR 0.3%
Value ($000) $2,233 Shares 20,189 Est. Cost $99.00 Unrealized
FNDC SCHWAB STRATEGIC TR 0.3%
Value ($000) $2,211 Shares 49,683 Est. Cost $35.83 Unrealized
EMXC ISHARES INC 0.3%
Value ($000) $2,211 Shares 32,754 Est. Cost $59.60 Unrealized
SCHG SCHWAB STRATEGIC TR 0.3%
Value ($000) $2,207 Shares 69,149 Est. Cost $27.80 Unrealized
MS MORGAN STANLEY 0.3%
Value ($000) $2,184 Shares 13,739 Est. Cost $85.49 Unrealized +71.3%
QCOM QUALCOMM INC 0.2%
Value ($000) $2,114 Shares 12,710 Est. Cost $141.81 Unrealized +10.9%
XCEM COLUMBIA ETF TR II 0.2%
Value ($000) $2,112 Shares 58,135 Est. Cost $32.09 Unrealized
NVS NOVARTIS AG 0.2%
Value ($000) $2,101 Shares 16,384 Est. Cost $106.74 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $2,071 Shares 10,171 Est. Cost $151.50 Unrealized +26.4%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.2%
Value ($000) $2,061 Shares 22,963 Est. Cost $61.99 Unrealized
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $2,036 Shares 7,290 Est. Cost $188.02 Unrealized +41.4%
ETN EATON CORP PLC 0.2%
Value ($000) $1,994 Shares 5,327 Est. Cost $221.82 Unrealized +63.8%
MINO PIMCO ETF TR 0.2%
Value ($000) $1,947 Shares 42,973 Est. Cost $45.37 Unrealized
CB CHUBB LIMITED 0.2%
Value ($000) $1,925 Shares 6,819 Est. Cost $218.92 Unrealized +25.7%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $1,915 Shares 3,935 Est. Cost $395.61 Unrealized +34.9%
UNILEVER PLC 0.2%
Value ($000) $1,883 Shares 31,762 Est. Cost $48.48 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $1,871 Shares 15,747 Est. Cost $108.25 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $1,857 Shares 5,223 Est. Cost $217.59 Unrealized
VBK VANGUARD INDEX FDS 0.2%
Value ($000) $1,840 Shares 6,183 Est. Cost $252.21 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,834 Shares 19,258 Est. Cost $73.28 Unrealized +24.5%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $1,821 Shares 41,429 Est. Cost $31.77 Unrealized +33.8%
T AT&T INC 0.2%
Value ($000) $1,820 Shares 64,439 Est. Cost $16.27 Unrealized +72.5%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $1,800 Shares 9,869 Est. Cost $39.98 Unrealized +305.3%
SCHM SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,693 Shares 57,114 Est. Cost $42.88 Unrealized
SHOP SHOPIFY INC 0.2%
Value ($000) $1,631 Shares 10,974 Est. Cost $65.18 Unrealized +108.0%
GEV GE VERNOVA INC 0.2%
Value ($000) $1,604 Shares 2,609 Est. Cost $370.92 Unrealized +63.3%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $1,584 Shares 1,711 Est. Cost $651.58 Unrealized +46.8%
DFSV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $1,538 Shares 48,297 Est. Cost $29.35 Unrealized
VV VANGUARD INDEX FDS 0.2%
Value ($000) $1,523 Shares 4,947 Est. Cost $222.91 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $1,473 Shares 32,970 Est. Cost $39.50 Unrealized
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $1,456 Shares 14,864 Est. Cost $52.31 Unrealized +78.8%
JCI JOHNSON CTLS INTL PLC 0.2%
Value ($000) $1,452 Shares 13,209 Est. Cost $51.17 Unrealized +108.8%
AEM AGNICO EAGLE MINES LTD 0.2%
Value ($000) $1,434 Shares 8,505 Est. Cost $47.96 Unrealized +185.3%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $1,428 Shares 2,511 Est. Cost $423.16 Unrealized +35.5%
SPYG SPDR SERIES TRUST 0.2%
Value ($000) $1,426 Shares 13,640 Est. Cost $65.06 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,425 Shares 7,513 Est. Cost $171.13 Unrealized
FE FIRSTENERGY CORP 0.2%
Value ($000) $1,423 Shares 31,046 Est. Cost $33.15 Unrealized +27.0%
FNV FRANCO NEV CORP 0.2%
Value ($000) $1,405 Shares 6,303 Est. Cost $135.97 Unrealized +32.5%
EMR EMERSON ELEC CO 0.2%
Value ($000) $1,404 Shares 10,706 Est. Cost $95.66 Unrealized +41.6%
SPYD SPDR SERIES TRUST 0.2%
Value ($000) $1,395 Shares 31,700 Est. Cost $39.19 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,381 Shares 14,597 Est. Cost $107.15 Unrealized -12.9%
GBIL GOLDMAN SACHS ETF TR 0.2%
Value ($000) $1,381 Shares 13,775 Est. Cost $99.80 Unrealized
TFC TRUIST FINL CORP 0.2%
Value ($000) $1,354 Shares 29,616 Est. Cost $29.29 Unrealized +51.4%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,331 Shares 3,903 Est. Cost $234.24 Unrealized +33.9%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,321 Shares 17,502 Est. Cost $54.02 Unrealized +33.7%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $1,319 Shares 8,131 Est. Cost $83.71 Unrealized +97.3%
SYK STRYKER CORPORATION 0.2%
Value ($000) $1,317 Shares 3,562 Est. Cost $281.39 Unrealized +36.7%
LLY ELI LILLY & CO 0.2%
Value ($000) $1,302 Shares 1,707 Est. Cost $700.14 Unrealized +6.0%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $1,298 Shares 2,903 Est. Cost $301.91 Unrealized +58.9%
QUAL ISHARES TR 0.2%
Value ($000) $1,294 Shares 6,653 Est. Cost $175.60 Unrealized
HDV ISHARES TR 0.2%
Value ($000) $1,291 Shares 10,546 Est. Cost $101.99 Unrealized
EFV ISHARES TR 0.2%
Value ($000) $1,285 Shares 18,938 Est. Cost $53.07 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $1,280 Shares 5,798 Est. Cost $168.40 Unrealized +32.8%
GWW GRAINGER W W INC 0.2%
Value ($000) $1,279 Shares 1,342 Est. Cost $762.02 Unrealized +31.3%
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,239 Shares 5,887 Est. Cost $184.25 Unrealized +12.4%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,237 Shares 5,163 Est. Cost $178.82 Unrealized
INTU INTUIT 0.1%
Value ($000) $1,230 Shares 1,801 Est. Cost $582.75 Unrealized +23.5%
HSY HERSHEY CO 0.1%
Value ($000) $1,202 Shares 6,427 Est. Cost $169.28 Unrealized +6.1%
ASML ASML HOLDING N V 0.1%
Value ($000) $1,198 Shares 1,238 Est. Cost $811.17 Unrealized
SPYM SPDR SERIES TRUST 0.1%
Value ($000) $1,194 Shares 15,235 Est. Cost $56.26 Unrealized
L LOEWS CORP 0.1%
Value ($000) $1,172 Shares 11,671 Est. Cost $66.35 Unrealized +42.3%
ITA ISHARES TR 0.1%
Value ($000) $1,161 Shares 5,546 Est. Cost $126.60 Unrealized
EOG EOG RES INC 0.1%
Value ($000) $1,136 Shares 10,132 Est. Cost $114.72 Unrealized +2.8%
ABT ABBOTT LABS 0.1%
Value ($000) $1,134 Shares 8,466 Est. Cost $99.23 Unrealized +31.6%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $1,120 Shares 35,639 Est. Cost $39.99 Unrealized -17.1%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,117 Shares 2,303 Est. Cost $478.01 Unrealized -2.8%
SPMD SPDR SERIES TRUST 0.1%
Value ($000) $1,107 Shares 19,362 Est. Cost $48.72 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $1,106 Shares 17,019 Est. Cost $44.37 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $1,096 Shares 10,799 Est. Cost $44.34 Unrealized +112.3%
CTVA CORTEVA INC 0.1%
Value ($000) $1,088 Shares 16,081 Est. Cost $55.48 Unrealized +30.1%
IWO ISHARES TR 0.1%
Value ($000) $1,073 Shares 3,354 Est. Cost $268.42 Unrealized
XNTK SPDR SERIES TRUST 0.1%
Value ($000) $1,072 Shares 3,938 Est. Cost $164.15 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $1,069 Shares 1,384 Est. Cost $456.25 Unrealized +54.1%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,069 Shares 45,927 Est. Cost $27.79 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $1,068 Shares 3,555 Est. Cost $202.16 Unrealized +36.5%
IJT ISHARES TR 0.1%
Value ($000) $1,063 Shares 7,515 Est. Cost $129.09 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $1,061 Shares 21,020 Est. Cost $29.85 Unrealized +54.5%
MRK MERCK & CO INC 0.1%
Value ($000) $1,050 Shares 12,508 Est. Cost $97.63 Unrealized -17.0%
HD HOME DEPOT INC 0.1%
Value ($000) $1,048 Shares 2,589 Est. Cost $319.03 Unrealized +22.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,041 Shares 3,689 Est. Cost $161.54 Unrealized +60.7%
CRM SALESFORCE INC 0.1%
Value ($000) $1,027 Shares 4,332 Est. Cost $227.47 Unrealized +10.5%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $1,024 Shares 16,390 Est. Cost $64.37 Unrealized -1.5%
NUE NUCOR CORP 0.1%
Value ($000) $1,012 Shares 7,472 Est. Cost $153.23 Unrealized -8.3%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $1,001 Shares 12,280 Est. Cost $75.70 Unrealized -1.8%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $995 Shares 4,935 Est. Cost $195.66 Unrealized +4.3%
EVSM MORGAN STANLEY ETF TRUST 0.1%
Value ($000) $983 Shares 19,489 Est. Cost $50.03 Unrealized
VIS VANGUARD WORLD FD 0.1%
Value ($000) $974 Shares 3,286 Est. Cost $296.30 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $945 Shares 22,302 Est. Cost $21.78 Unrealized
APH AMPHENOL CORP NEW 0.1%
Value ($000) $939 Shares 7,589 Est. Cost $67.73 Unrealized +61.5%
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value ($000) $925 Shares 13,747 Est. Cost $53.44 Unrealized +16.8%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $923 Shares 32,589 Est. Cost $15.84 Unrealized +70.2%
PPL PPL CORP 0.1%
Value ($000) $918 Shares 24,715 Est. Cost $23.78 Unrealized +49.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $898 Shares 2,600 Est. Cost $500.68 Unrealized -40.3%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $893 Shares 2,579 Est. Cost $267.26 Unrealized +31.5%
NEM NEWMONT CORP 0.1%
Value ($000) $892 Shares 10,575 Est. Cost $52.90 Unrealized +31.2%
EQIX EQUINIX INC 0.1%
Value ($000) $870 Shares 1,110 Est. Cost $741.56 Unrealized +4.4%
JMST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $851 Shares 16,673 Est. Cost $50.87 Unrealized
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $843 Shares 3,943 Est. Cost $121.47 Unrealized +64.9%
SNPS SYNOPSYS INC 0.1%
Value ($000) $840 Shares 1,703 Est. Cost $502.14 Unrealized +12.6%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $832 Shares 3,271 Est. Cost $223.47 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $829 Shares 8,679 Est. Cost $64.56 Unrealized +46.4%
VRT VERTIV HOLDINGS CO 0.1%
Value ($000) $812 Shares 5,385 Est. Cost $43.97 Unrealized +203.2%
THC TENET HEALTHCARE CORP 0.1%
Value ($000) $807 Shares 3,975 Est. Cost $120.88 Unrealized +46.8%
VBIL VANGUARD INSTL INDEX FD 0.1%
Value ($000) $799 Shares 10,568 Est. Cost $75.62 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $793 Shares 3,949 Est. Cost $120.80 Unrealized +62.1%
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $793 Shares 1,105 Est. Cost $234.04 Unrealized +224.2%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $789 Shares 9,417 Est. Cost $42.64 Unrealized +88.7%
MCD MCDONALDS CORP 0.1%
Value ($000) $784 Shares 2,579 Est. Cost $258.81 Unrealized +16.5%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $782 Shares 14,516 Est. Cost $38.24 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $779 Shares 5,617 Est. Cost $127.94 Unrealized +3.5%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $779 Shares 1,845 Est. Cost $219.86 Unrealized +94.0%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $776 Shares 11,578 Est. Cost $62.73 Unrealized +12.1%
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $767 Shares 5,410 Est. Cost $105.71 Unrealized +22.2%
DVY ISHARES TR 0.1%
Value ($000) $762 Shares 5,364 Est. Cost $117.34 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $762 Shares 19,437 Est. Cost $61.35 Unrealized -26.6%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $754 Shares 1 Est. Cost $729330.75 Unrealized -0.3%
COR CENCORA INC 0.1%
Value ($000) $747 Shares 2,391 Est. Cost $227.32 Unrealized +29.1%
GE GE AEROSPACE 0.1%
Value ($000) $744 Shares 2,474 Est. Cost $114.38 Unrealized +138.4%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $742 Shares 4,402 Est. Cost $124.21 Unrealized +43.1%
PEP PEPSICO INC 0.1%
Value ($000) $739 Shares 5,262 Est. Cost $157.28 Unrealized -10.7%
APP APPLOVIN CORP 0.1%
Value ($000) $739 Shares 1,028 Est. Cost $252.97 Unrealized +82.3%
TEL TE CONNECTIVITY PLC 0.1%
Value ($000) $735 Shares 3,346 Est. Cost $146.90 Unrealized +36.2%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $732 Shares 8,192 Est. Cost $83.86 Unrealized
MKL MARKEL GROUP INC 0.1%
Value ($000) $728 Shares 381 Est. Cost $1428.25 Unrealized +37.3%
DFIC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $715 Shares 21,807 Est. Cost $32.79 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $715 Shares 6,242 Est. Cost $89.57 Unrealized +30.6%
ROKU ROKU INC 0.1%
Value ($000) $713 Shares 7,126 Est. Cost $81.37 Unrealized +13.3%
DFAU DIMENSIONAL ETF TRUST 0.1%
Value ($000) $705 Shares 15,405 Est. Cost $42.36 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.1%
Value ($000) $700 Shares 36,566 Est. Cost $16.82 Unrealized +3.8%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $699 Shares 2,288 Est. Cost $210.47 Unrealized +28.9%
VICI VICI PPTYS INC 0.1%
Value ($000) $698 Shares 21,412 Est. Cost $26.09 Unrealized +22.9%
LEN LENNAR CORP 0.1%
Value ($000) $697 Shares 5,528 Est. Cost $108.38 Unrealized +14.0%
SATS ECHOSTAR CORP 0.1%
Value ($000) $695 Shares 9,096 Est. Cost $17.84 Unrealized +153.8%
CBOE CBOE GLOBAL MKTS INC 0.1%
Value ($000) $686 Shares 2,799 Est. Cost $222.52 Unrealized +8.0%
BN BROOKFIELD CORP 0.1%
Value ($000) $686 Shares 9,997 Est. Cost $22.58 Unrealized +95.8%
PRF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $678 Shares 15,000 Est. Cost $40.34 Unrealized
ULS UL SOLUTIONS INC 0.1%
Value ($000) $674 Shares 9,514 Est. Cost $39.72 Unrealized +71.6%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $671 Shares 3,157 Est. Cost $185.05 Unrealized +17.7%
LIN LINDE PLC 0.1%
Value ($000) $664 Shares 1,397 Est. Cost $449.43 Unrealized +4.7%
COHR COHERENT CORP 0.1%
Value ($000) $664 Shares 6,162 Est. Cost $71.97 Unrealized +38.5%
TXT TEXTRON INC 0.1%
Value ($000) $656 Shares 7,763 Est. Cost $80.55 Unrealized +1.0%
MPC MARATHON PETE CORP 0.1%
Value ($000) $656 Shares 3,402 Est. Cost $147.88 Unrealized +18.0%
IVE ISHARES TR 0.1%
Value ($000) $655 Shares 3,174 Est. Cost $176.99 Unrealized
CAVA CAVA GROUP INC 0.1%
Value ($000) $649 Shares 10,744 Est. Cost $49.19 Unrealized +54.0%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $644 Shares 862 Est. Cost $714.33 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $642 Shares 806 Est. Cost $425.40 Unrealized +72.7%
IVW ISHARES TR 0.1%
Value ($000) $641 Shares 5,306 Est. Cost $93.18 Unrealized
FTI TECHNIPFMC PLC 0.1%
Value ($000) $636 Shares 16,128 Est. Cost $28.33 Unrealized +28.9%
FNDA SCHWAB STRATEGIC TR 0.1%
Value ($000) $633 Shares 20,314 Est. Cost $42.31 Unrealized
MTB M & T BK CORP 0.1%
Value ($000) $624 Shares 3,158 Est. Cost $129.31 Unrealized +49.8%
MO ALTRIA GROUP INC 0.1%
Value ($000) $622 Shares 9,414 Est. Cost $34.81 Unrealized +76.5%
ABNB AIRBNB INC 0.1%
Value ($000) $618 Shares 5,091 Est. Cost $133.45 Unrealized -3.1%
VST VISTRA CORP 0.1%
Value ($000) $614 Shares 3,136 Est. Cost $197.68 Unrealized 0.0%
WAB WABTEC 0.1%
Value ($000) $607 Shares 3,029 Est. Cost $129.38 Unrealized +52.3%
SBUX STARBUCKS CORP 0.1%
Value ($000) $605 Shares 7,157 Est. Cost $83.95 Unrealized +5.5%
CME CME GROUP INC 0.1%
Value ($000) $605 Shares 2,239 Est. Cost $207.63 Unrealized +30.0%
DE DEERE & CO 0.1%
Value ($000) $602 Shares 1,318 Est. Cost $365.14 Unrealized +34.1%
CHPS DBX ETF TR 0.1%
Value ($000) $598 Shares 14,994 Est. Cost $39.87 Unrealized
LDOS LEIDOS HOLDINGS INC 0.1%
Value ($000) $590 Shares 3,124 Est. Cost $163.71 Unrealized +5.9%
IEF ISHARES TR 0.1%
Value ($000) $590 Shares 6,113 Est. Cost $96.26 Unrealized
SN SHARKNINJA INC 0.1%
Value ($000) $588 Shares 5,702 Est. Cost $45.75 Unrealized +149.7%
IEFA ISHARES TR 0.1%
Value ($000) $578 Shares 6,616 Est. Cost $72.96 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $577 Shares 22,650 Est. Cost $26.40 Unrealized -8.5%
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $576 Shares 4,303 Est. Cost $105.52 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $570 Shares 12,066 Est. Cost $55.41 Unrealized -19.2%
OKE ONEOK INC NEW 0.1%
Value ($000) $565 Shares 7,739 Est. Cost $75.06 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $563 Shares 5,072 Est. Cost $101.29 Unrealized +10.9%
DFIV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $561 Shares 12,162 Est. Cost $38.33 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $558 Shares 12,375 Est. Cost $48.65 Unrealized -6.4%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $558 Shares 3,448 Est. Cost $131.94 Unrealized +22.3%
EBAY EBAY INC. 0.1%
Value ($000) $555 Shares 6,101 Est. Cost $70.22 Unrealized +25.3%
CCI CROWN CASTLE INC 0.1%
Value ($000) $547 Shares 5,674 Est. Cost $90.83 Unrealized +9.1%
FISR SSGA ACTIVE TR 0.1%
Value ($000) $547 Shares 21,004 Est. Cost $26.02 Unrealized
ALC ALCON AG 0.1%
Value ($000) $545 Shares 7,312 Est. Cost $80.98 Unrealized +3.1%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.1%
Value ($000) $543 Shares 6,119 Est. Cost $86.55 Unrealized 0.0%
CAT CATERPILLAR INC 0.1%
Value ($000) $542 Shares 1,136 Est. Cost $251.22 Unrealized +69.3%
AOS SMITH A O CORP 0.1%
Value ($000) $541 Shares 7,368 Est. Cost $66.75 Unrealized +6.2%
DUHP DIMENSIONAL ETF TRUST 0.1%
Value ($000) $537 Shares 14,218 Est. Cost $34.35 Unrealized
SPHB INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $535 Shares 4,870 Est. Cost $82.76 Unrealized
RBC RBC BEARINGS INC 0.1%
Value ($000) $529 Shares 1,356 Est. Cost $337.82 Unrealized +15.2%
PTON PELOTON INTERACTIVE INC 0.1%
Value ($000) $529 Shares 58,780 Est. Cost $5.33 Unrealized +39.7%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $524 Shares 1,337 Est. Cost $417.92 Unrealized 0.0%
NOW SERVICENOW INC 0.1%
Value ($000) $523 Shares 568 Est. Cost $127.01 Unrealized +47.1%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $521 Shares 2,836 Est. Cost $176.15 Unrealized +9.7%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value ($000) $519 Shares 6,912 Est. Cost $83.30 Unrealized -10.5%
CVNA CARVANA CO 0.1%
Value ($000) $519 Shares 1,376 Est. Cost $274.18 Unrealized +30.4%
UNP UNION PAC CORP 0.1%
Value ($000) $516 Shares 2,185 Est. Cost $213.72 Unrealized +4.4%
RMD RESMED INC 0.1%
Value ($000) $514 Shares 1,877 Est. Cost $238.19 Unrealized +14.3%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $513 Shares 95 Est. Cost $3067.93 Unrealized +81.3%
DFAI DIMENSIONAL ETF TRUST 0.1%
Value ($000) $511 Shares 14,066 Est. Cost $31.78 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $511 Shares 2,367 Est. Cost $173.55 Unrealized
AFRM AFFIRM HLDGS INC 0.1%
Value ($000) $507 Shares 6,932 Est. Cost $59.04 Unrealized +28.9%
FISV FISERV INC 0.1%
Value ($000) $502 Shares 3,893 Est. Cost $124.69 Unrealized +14.9%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $493 Shares 1,497 Est. Cost $207.31 Unrealized +55.4%
ARKW ARK ETF TR 0.1%
Value ($000) $492 Shares 2,817 Est. Cost $84.48 Unrealized
CCK CROWN HLDGS INC 0.1%
Value ($000) $491 Shares 5,082 Est. Cost $86.74 Unrealized +15.2%
AER AERCAP HOLDINGS NV 0.1%
Value ($000) $485 Shares 4,010 Est. Cost $107.75 Unrealized +8.2%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $471 Shares 8,242 Est. Cost $57.89 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $470 Shares 5,590 Est. Cost $66.23 Unrealized +11.0%
ADBE ADOBE INC 0.1%
Value ($000) $466 Shares 1,322 Est. Cost $566.55 Unrealized -36.7%
CRSP CRISPR THERAPEUTICS AG 0.1%
Value ($000) $462 Shares 7,130 Est. Cost $54.57 Unrealized +5.2%
TJX TJX COS INC NEW 0.1%
Value ($000) $461 Shares 3,192 Est. Cost $114.67 Unrealized +15.4%
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $461 Shares 10,370 Est. Cost $44.61 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $459 Shares 1,483 Est. Cost $247.42 Unrealized +21.3%
BKLC BNY MELLON ETF TRUST 0.1%
Value ($000) $458 Shares 3,565 Est. Cost $90.71 Unrealized
SDY SPDR SERIES TRUST 0.1%
Value ($000) $456 Shares 3,259 Est. Cost $124.97 Unrealized
HOOD ROBINHOOD MKTS INC 0.1%
Value ($000) $456 Shares 3,182 Est. Cost $59.18 Unrealized +84.3%
TGT TARGET CORP 0.1%
Value ($000) $455 Shares 5,075 Est. Cost $113.50 Unrealized -14.8%
KO COCA COLA CO 0.1%
Value ($000) $447 Shares 6,747 Est. Cost $54.97 Unrealized +23.6%
BIL SPDR SERIES TRUST 0.1%
Value ($000) $446 Shares 4,861 Est. Cost $91.53 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $440 Shares 4,389 Est. Cost $99.46 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $437 Shares 15,656 Est. Cost $30.84 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $435 Shares 1,482 Est. Cost $242.22 Unrealized
QTEC FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $434 Shares 1,890 Est. Cost $180.67 Unrealized
AES AES CORP 0.1%
Value ($000) $434 Shares 32,943 Est. Cost $10.37 Unrealized +23.1%
CACI CACI INTL INC 0.1%
Value ($000) $433 Shares 868 Est. Cost $410.19 Unrealized +17.9%
VSS VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $431 Shares 3,022 Est. Cost $137.06 Unrealized
ARKK ARK ETF TR 0.1%
Value ($000) $429 Shares 4,975 Est. Cost $52.37 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.1%
Value ($000) $429 Shares 21,216 Est. Cost $20.27 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $425 Shares 5,083 Est. Cost $129.57 Unrealized -32.0%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $423 Shares 2,904 Est. Cost $102.84 Unrealized +25.2%
HAS HASBRO INC 0.0%
Value ($000) $416 Shares 5,483 Est. Cost $76.49 Unrealized 0.0%
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $403 Shares 8,880 Est. Cost $38.14 Unrealized
VPU VANGUARD WORLD FD 0.0%
Value ($000) $396 Shares 2,093 Est. Cost $189.41 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $382 Shares 5,608 Est. Cost $55.37 Unrealized
WPC WP CAREY INC 0.0%
Value ($000) $375 Shares 5,546 Est. Cost $64.64 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $368 Shares 1,881 Est. Cost $122.75 Unrealized
SPTM SPDR SERIES TRUST 0.0%
Value ($000) $364 Shares 4,519 Est. Cost $58.94 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $363 Shares 2,172 Est. Cost $93.22 Unrealized +37.1%
BCE BCE INC 0.0%
Value ($000) $359 Shares 15,341 Est. Cost $30.81 Unrealized -23.7%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $356 Shares 4,543 Est. Cost $75.71 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $350 Shares 4,254 Est. Cost $71.09 Unrealized +10.9%
ZTS ZOETIS INC 0.0%
Value ($000) $344 Shares 2,349 Est. Cost $172.86 Unrealized -12.9%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $341 Shares 1,822 Est. Cost $184.06 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $334 Shares 1,223 Est. Cost $253.12 Unrealized +12.8%
WESTERN ASST INFLTN LKD INM 0.0%
Value ($000) $324 Shares 38,470 Est. Cost $8.12 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $317 Shares 1,515 Est. Cost $164.42 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $317 Shares 2,278 Est. Cost $150.20 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $306 Shares 623 Est. Cost $386.73 Unrealized +17.6%
DFSU DIMENSIONAL ETF TRUST 0.0%
Value ($000) $304 Shares 7,148 Est. Cost $39.25 Unrealized
DOW DOW INC 0.0%
Value ($000) $302 Shares 13,185 Est. Cost $44.10 Unrealized -44.9%
VDE VANGUARD WORLD FD 0.0%
Value ($000) $301 Shares 2,394 Est. Cost $125.86 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $298 Shares 1,706 Est. Cost $167.71 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $295 Shares 9,430 Est. Cost $26.52 Unrealized
RKLB ROCKET LAB CORP 0.0%
Value ($000) $293 Shares 6,106 Est. Cost $24.48 Unrealized +85.3%
DEO DIAGEO PLC 0.0%
Value ($000) $291 Shares 3,048 Est. Cost $134.96 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $291 Shares 991 Est. Cost $237.86 Unrealized +25.2%
ESGU ISHARES TR 0.0%
Value ($000) $290 Shares 1,992 Est. Cost $104.93 Unrealized
MDYV SPDR SERIES TRUST 0.0%
Value ($000) $288 Shares 3,456 Est. Cost $73.38 Unrealized
SNN SMITH & NEPHEW PLC 0.0%
Value ($000) $287 Shares 7,907 Est. Cost $27.60 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $287 Shares 3,289 Est. Cost $80.78 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $285 Shares 16,630 Est. Cost $13.94 Unrealized
SYSB ISHARES TR 0.0%
Value ($000) $283 Shares 3,138 Est. Cost $86.29 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $280 Shares 120 Est. Cost $1466.67 Unrealized +63.7%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $280 Shares 2,255 Est. Cost $121.96 Unrealized +4.0%
DFLV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $278 Shares 8,459 Est. Cost $29.60 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $277 Shares 1,945 Est. Cost $137.70 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $274 Shares 1,113 Est. Cost $299.71 Unrealized -13.0%
AON AON PLC 0.0%
Value ($000) $273 Shares 766 Est. Cost $294.23 Unrealized +22.9%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $273 Shares 5,482 Est. Cost $54.70 Unrealized +1.7%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $271 Shares 4,769 Est. Cost $53.50 Unrealized +9.4%
HEI HEICO CORP NEW 0.0%
Value ($000) $267 Shares 826 Est. Cost $244.30 Unrealized +30.3%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $265 Shares 4,307 Est. Cost $76.42 Unrealized -11.2%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $265 Shares 3,722 Est. Cost $52.14 Unrealized +23.1%
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $264 Shares 2,950 Est. Cost $79.41 Unrealized
BLACKROCK INCOME TR INC 0.0%
Value ($000) $261 Shares 23,247 Est. Cost $11.85 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $261 Shares 2,422 Est. Cost $91.35 Unrealized +10.0%
IJJ ISHARES TR 0.0%
Value ($000) $260 Shares 2,005 Est. Cost $114.04 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $260 Shares 7,745 Est. Cost $38.81 Unrealized -37.6%
VDC VANGUARD WORLD FD 0.0%
Value ($000) $260 Shares 1,217 Est. Cost $190.89 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $254 Shares 696 Est. Cost $322.16 Unrealized
DON WISDOMTREE TR 0.0%
Value ($000) $251 Shares 4,797 Est. Cost $45.69 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $250 Shares 9,741 Est. Cost $22.93 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $249 Shares 750 Est. Cost $230.29 Unrealized +37.5%
XYZ BLOCK INC 0.0%
Value ($000) $247 Shares 3,419 Est. Cost $57.58 Unrealized +30.0%
PEJ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $246 Shares 4,062 Est. Cost $41.93 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $246 Shares 3,308 Est. Cost $74.37 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $243 Shares 860 Est. Cost $311.43 Unrealized -8.0%
GIS GENERAL MLS INC 0.0%
Value ($000) $239 Shares 4,742 Est. Cost $59.48 Unrealized -16.8%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $236 Shares 1,966 Est. Cost $81.60 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $235 Shares 2,335 Est. Cost $83.21 Unrealized +19.1%
PCG PG&E CORP 0.0%
Value ($000) $234 Shares 15,540 Est. Cost $18.68 Unrealized -22.3%
FUBO FUBOTV INC 0.0%
Value ($000) $232 Shares 55,908 Est. Cost $3.07 Unrealized +23.0%
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $230 Shares 667 Est. Cost $255.46 Unrealized +26.1%
ATMP BARCLAYS BANK PLC 0.0%
Value ($000) $230 Shares 7,992 Est. Cost $25.10 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $230 Shares 491 Est. Cost $424.65 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $228 Shares 211 Est. Cost $930.36 Unrealized 0.0%
AGGY WISDOMTREE TR 0.0%
Value ($000) $227 Shares 5,134 Est. Cost $44.02 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $225 Shares 1,137 Est. Cost $246.81 Unrealized -19.6%
TIP ISHARES TR 0.0%
Value ($000) $225 Shares 2,019 Est. Cost $106.81 Unrealized
UHAL U HAUL HOLDING COMPANY 0.0%
Value ($000) $224 Shares 3,918 Est. Cost $57.83 Unrealized +1.9%
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $222 Shares 8,256 Est. Cost $37.08 Unrealized
VKTX VIKING THERAPEUTICS INC 0.0%
Value ($000) $220 Shares 8,388 Est. Cost $49.93 Unrealized -40.3%
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $220 Shares 1,639 Est. Cost $134.42 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $219 Shares 1,566 Est. Cost $132.17 Unrealized
IYT ISHARES TR 0.0%
Value ($000) $218 Shares 3,042 Est. Cost $118.40 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $218 Shares 3,050 Est. Cost $67.22 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $216 Shares 8,167 Est. Cost $23.73 Unrealized 0.0%
MTCH MATCH GROUP INC NEW 0.0%
Value ($000) $210 Shares 5,949 Est. Cost $35.47 Unrealized 0.0%
NUVEEN FLOATING RATE INCOME 0.0%
Value ($000) $210 Shares 25,663 Est. Cost $8.22 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $209 Shares 1,095 Est. Cost $172.09 Unrealized +2.6%
DCI DONALDSON INC 0.0%
Value ($000) $208 Shares 2,539 Est. Cost $74.82 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $206 Shares 295 Est. Cost $644.95 Unrealized +8.4%
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $205 Shares 2,694 Est. Cost $75.57 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $204 Shares 7,728 Est. Cost $26.34 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $201 Shares 2,093 Est. Cost $95.89 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $178 Shares 400 Est. Cost $235.06 Unrealized +47.6%
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value ($000) $169 Shares 9,799 Est. Cost $12.32 Unrealized 0.0%
IWM ISHARES TR 0.0%
Value ($000) $145 Shares 600 Est. Cost $208.53 Unrealized
CCJ CAMECO CORP 0.0%
Value ($000) $141 Shares 1,685 Est. Cost $77.39 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $133 Shares 200 Est. Cost $487.95 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $133 Shares 10,868 Est. Cost $17.12 Unrealized -38.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $112 Shares 400 Est. Cost $175.43 Unrealized
HE HAWAIIAN ELEC INDUSTRIES 0.0%
Value ($000) $110 Shares 10,000 Est. Cost $12.39 Unrealized -8.1%
JBLU JETBLUE AWYS CORP 0.0%
Value ($000) $109 Shares 22,076 Est. Cost $5.10 Unrealized -5.9%
CCJ CAMECO CORP 0.0%
Value ($000) $101 Shares 1,200 Est. Cost $77.39 Unrealized 0.0%
WMT WALMART INC 0.0%
Value ($000) $52 Shares 500 Est. Cost $70.67 Unrealized +40.4%
AMZN AMAZON COM INC 0.0%
Value ($000) $44 Shares 200 Est. Cost $152.27 Unrealized +48.6%
ALC ALCON AG 0.0%
Value ($000) $37 Shares 500 Est. Cost $80.98 Unrealized +3.1%
CLOV CLOVER HEALTH INVESTMENTS CO 0.0%
Value ($000) $31 Shares 10,000 Est. Cost $0.98 Unrealized +190.8%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $25 Shares 300 Est. Cost $66.23 Unrealized +11.0%
PLUG PLUG POWER INC 0.0%
Value ($000) $25 Shares 10,780 Est. Cost $1.90 Unrealized -10.9%
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $12.32 Unrealized 0.0%
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value ($000) $15 Shares 300 Est. Cost $39.67 Unrealized
OVID OVID THERAPEUTICS INC 0.0%
Value ($000) $14 Shares 11,111 Est. Cost $0.87 Unrealized 0.0%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $13 Shares 200 Est. Cost $44.37 Unrealized
NAK NORTHERN DYNASTY MINERALS LT 0.0%
Value ($000) $10 Shares 8,600 Est. Cost $0.45 Unrealized +140.7%
OVID OVID THERAPEUTICS INC 0.0%
Value ($000) $5 Shares 4,000 Est. Cost $0.87 Unrealized 0.0%
NAK NORTHERN DYNASTY MINERALS LT 0.0%
Value ($000) $4 Shares 3,000 Est. Cost $0.45 Unrealized +140.7%
PLUG PLUG POWER INC 0.0%
Value ($000) $1 Shares 5,000 Est. Cost $1.90 Unrealized -10.9%