Harvest Investment Services, LLC Quant / Systematic

CIK: 0001591097 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 17, 2025

Total Value ($000): $497,026 (100.0% shares, 0.0% debt)

Holdings (319)

LMBS FIRST TR EXCHANGE-TRADED FD 4.2%
Value ($000) $20,957 Shares 420,909 Est. Cost $49.38 Unrealized
GLD SPDR GOLD TR 3.1%
Value ($000) $15,160 Shares 42,648 Est. Cost $224.39 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 2.6%
Value ($000) $12,687 Shares 69,547 Est. Cost $33.60 Unrealized +382.3%
KTOS KRATOS DEFENSE & SEC SOLUTIO 2.5%
Value ($000) $12,301 Shares 134,629 Est. Cost $33.09 Unrealized +93.5%
FTSM FIRST TR EXCHANGE-TRADED FD 2.2%
Value ($000) $10,831 Shares 180,782 Est. Cost $59.55 Unrealized
APP APPLOVIN CORP 2.0%
Value ($000) $9,886 Shares 13,758 Est. Cost $60.91 Unrealized +657.0%
FVD FIRST TR EXCHANGE-TRADED FD 1.5%
Value ($000) $7,419 Shares 160,439 Est. Cost $36.88 Unrealized
RKT ROCKET COS INC 1.5%
Value ($000) $7,346 Shares 379,038 Est. Cost $17.44 Unrealized 0.0%
HWM HOWMET AEROSPACE INC 1.5%
Value ($000) $7,223 Shares 36,807 Est. Cost $125.36 Unrealized +45.3%
QQQ INVESCO QQQ TR 1.4%
Value ($000) $6,900 Shares 11,492 Est. Cost $462.30 Unrealized
IDCC INTERDIGITAL INC 1.3%
Value ($000) $6,305 Shares 18,262 Est. Cost $219.07 Unrealized +24.0%
SPY SPDR S&P 500 ETF TR 1.3%
Value ($000) $6,272 Shares 9,416 Est. Cost $447.86 Unrealized
AXON AXON ENTERPRISE INC 1.2%
Value ($000) $6,065 Shares 8,452 Est. Cost $701.83 Unrealized +8.1%
SSRM SSR MINING IN 1.2%
Value ($000) $5,725 Shares 234,540 Est. Cost $11.15 Unrealized +51.8%
FDL FIRST TR EXCHANGE-TRADED FD 1.2%
Value ($000) $5,719 Shares 131,735 Est. Cost $31.89 Unrealized
ADPT ADAPTIVE BIOTECHNOLOGIES COR 1.0%
Value ($000) $5,154 Shares 344,512 Est. Cost $10.42 Unrealized +16.9%
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $5,108 Shares 27,376 Est. Cost $95.07 Unrealized +83.3%
NOBL PROSHARES TR 1.0%
Value ($000) $5,041 Shares 48,904 Est. Cost $76.69 Unrealized
PRCH PORCH GROUP INC 1.0%
Value ($000) $4,925 Shares 293,530 Est. Cost $14.07 Unrealized +9.1%
COST COSTCO WHSL CORP NEW 1.0%
Value ($000) $4,868 Shares 5,259 Est. Cost $805.04 Unrealized +18.8%
RYTM RHYTHM PHARMACEUTICALS INC 1.0%
Value ($000) $4,862 Shares 48,140 Est. Cost $82.68 Unrealized +12.3%
TDIV FIRST TR EXCHANGE TRADED FD 0.9%
Value ($000) $4,532 Shares 45,969 Est. Cost $44.09 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.9%
Value ($000) $4,526 Shares 67,284 Est. Cost $44.41 Unrealized
AVGO BROADCOM INC 0.9%
Value ($000) $4,517 Shares 13,692 Est. Cost $209.76 Unrealized +45.8%
APH AMPHENOL CORP NEW 0.9%
Value ($000) $4,341 Shares 35,081 Est. Cost $97.18 Unrealized +12.6%
PGY PAGAYA TECHNOLOGIES LTD 0.9%
Value ($000) $4,282 Shares 144,240 Est. Cost $32.30 Unrealized 0.0%
AAPL APPLE INC 0.8%
Value ($000) $4,144 Shares 16,276 Est. Cost $147.79 Unrealized +52.6%
COKE COCA COLA CONS INC 0.8%
Value ($000) $4,124 Shares 35,202 Est. Cost $118.83 Unrealized -2.9%
SPNT SIRIUSPOINT LTD 0.8%
Value ($000) $4,072 Shares 225,085 Est. Cost $18.25 Unrealized +2.5%
CLOI VANECK ETF TRUST 0.8%
Value ($000) $4,009 Shares 75,504 Est. Cost $52.72 Unrealized
GPI GROUP 1 AUTOMOTIVE INC 0.8%
Value ($000) $3,987 Shares 9,112 Est. Cost $438.67 Unrealized +2.2%
PBI PITNEY BOWES INC 0.8%
Value ($000) $3,986 Shares 349,385 Est. Cost $10.61 Unrealized +9.7%
CW CURTISS WRIGHT CORP 0.8%
Value ($000) $3,986 Shares 7,341 Est. Cost $443.91 Unrealized +10.9%
FTSL FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $3,962 Shares 86,421 Est. Cost $46.07 Unrealized
AZZ AZZ INC 0.8%
Value ($000) $3,925 Shares 35,968 Est. Cost $104.75 Unrealized +5.5%
REV GROUP INC 0.8%
Value ($000) $3,863 Shares 68,162 Est. Cost $39.49 Unrealized
SLV ISHARES SILVER TR 0.8%
Value ($000) $3,811 Shares 89,953 Est. Cost $32.69 Unrealized
QBTS D-WAVE QUANTUM INC 0.8%
Value ($000) $3,783 Shares 153,116 Est. Cost $16.37 Unrealized +11.3%
LRN STRIDE INC 0.8%
Value ($000) $3,767 Shares 25,292 Est. Cost $135.02 Unrealized +8.6%
CASY CASEYS GEN STORES INC 0.7%
Value ($000) $3,705 Shares 6,554 Est. Cost $500.33 Unrealized +4.3%
GWRE GUIDEWIRE SOFTWARE INC 0.7%
Value ($000) $3,597 Shares 15,647 Est. Cost $204.01 Unrealized +11.5%
OPRX OPTIMIZERX CORP 0.7%
Value ($000) $3,441 Shares 167,837 Est. Cost $15.86 Unrealized 0.0%
FIXD FIRST TR EXCHNG TRADED FD VI 0.7%
Value ($000) $3,293 Shares 74,141 Est. Cost $47.68 Unrealized
DGRW WISDOMTREE TR 0.6%
Value ($000) $3,205 Shares 36,029 Est. Cost $78.43 Unrealized
USFD US FOODS HLDG CORP 0.6%
Value ($000) $3,205 Shares 41,829 Est. Cost $76.66 Unrealized +3.7%
BUFR FIRST TR EXCHNG TRADED FD VI 0.6%
Value ($000) $3,164 Shares 94,659 Est. Cost $29.62 Unrealized
FGD FIRST TR EXCHANGE TRADED FD 0.6%
Value ($000) $3,148 Shares 109,508 Est. Cost $23.94 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.6%
Value ($000) $3,095 Shares 9,992 Est. Cost $297.22 Unrealized +1.0%
DRS LEONARDO DRS INC 0.6%
Value ($000) $3,076 Shares 67,744 Est. Cost $43.10 Unrealized +0.7%
OSIS OSI SYSTEMS INC 0.6%
Value ($000) $3,062 Shares 12,286 Est. Cost $228.27 Unrealized 0.0%
CVNA CARVANA CO 0.6%
Value ($000) $3,032 Shares 8,036 Est. Cost $175.20 Unrealized +104.1%
SNEX STONEX GROUP INC 0.6%
Value ($000) $2,979 Shares 29,519 Est. Cost $95.50 Unrealized 0.0%
CTAS CINTAS CORP 0.6%
Value ($000) $2,925 Shares 14,249 Est. Cost $209.33 Unrealized +1.7%
LEU CENTRUS ENERGY CORP 0.6%
Value ($000) $2,904 Shares 9,366 Est. Cost $221.21 Unrealized 0.0%
PSLV SPROTT ASSET MANAGEMENT LP 0.6%
Value ($000) $2,824 Shares 179,899 Est. Cost $9.16 Unrealized
MP MP MATERIALS CORP 0.6%
Value ($000) $2,811 Shares 41,904 Est. Cost $62.91 Unrealized 0.0%
XERS XERIS BIOPHARMA HOLDINGS INC 0.5%
Value ($000) $2,650 Shares 325,555 Est. Cost $5.86 Unrealized +13.4%
LINC LINCOLN EDL SVCS CORP 0.5%
Value ($000) $2,630 Shares 111,925 Est. Cost $20.05 Unrealized +6.9%
SDVY FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $2,620 Shares 68,901 Est. Cost $31.57 Unrealized
DAVE DAVE INC 0.5%
Value ($000) $2,414 Shares 12,111 Est. Cost $187.08 Unrealized +15.4%
EFA ISHARES TR 0.5%
Value ($000) $2,413 Shares 25,840 Est. Cost $87.74 Unrealized
RKLB ROCKET LAB CORP 0.5%
Value ($000) $2,392 Shares 49,936 Est. Cost $25.20 Unrealized +80.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.5%
Value ($000) $2,381 Shares 8,525 Est. Cost $219.80 Unrealized
IWM ISHARES TR 0.5%
Value ($000) $2,366 Shares 9,778 Est. Cost $202.08 Unrealized
WWD WOODWARD INC 0.5%
Value ($000) $2,340 Shares 9,261 Est. Cost $247.84 Unrealized 0.0%
CRS CARPENTER TECHNOLOGY CORP 0.5%
Value ($000) $2,246 Shares 9,149 Est. Cost $132.41 Unrealized +92.8%
WELL WELLTOWER INC 0.4%
Value ($000) $2,151 Shares 12,077 Est. Cost $148.91 Unrealized +9.7%
IVW ISHARES TR 0.4%
Value ($000) $2,149 Shares 17,800 Est. Cost $69.90 Unrealized
VSEC VSE CORP 0.4%
Value ($000) $2,093 Shares 12,592 Est. Cost $133.96 Unrealized +13.7%
ORLY OREILLY AUTOMOTIVE INC 0.4%
Value ($000) $2,058 Shares 19,086 Est. Cost $100.52 Unrealized 0.0%
HYLS FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $2,034 Shares 48,362 Est. Cost $44.06 Unrealized
VST VISTRA CORP 0.4%
Value ($000) $2,023 Shares 10,327 Est. Cost $164.76 Unrealized +20.0%
QLD PROSHARES TR 0.4%
Value ($000) $1,991 Shares 14,511 Est. Cost $81.44 Unrealized
CNEQ THE ALGER ETF TRUST 0.4%
Value ($000) $1,934 Shares 54,990 Est. Cost $26.11 Unrealized
IWV ISHARES TR 0.4%
Value ($000) $1,919 Shares 5,063 Est. Cost $317.64 Unrealized
FV FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $1,898 Shares 30,655 Est. Cost $59.06 Unrealized
FOCT FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $1,894 Shares 39,856 Est. Cost $41.61 Unrealized
EEM ISHARES TR 0.4%
Value ($000) $1,881 Shares 35,222 Est. Cost $48.24 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.4%
Value ($000) $1,845 Shares 3,978 Est. Cost $420.11 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.4%
Value ($000) $1,840 Shares 3,086 Est. Cost $527.11 Unrealized
PRDO PERDOCEO ED CORP 0.4%
Value ($000) $1,832 Shares 48,646 Est. Cost $29.87 Unrealized +6.4%
FDEC FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $1,822 Shares 37,003 Est. Cost $42.16 Unrealized
SLM SLM CORP 0.4%
Value ($000) $1,822 Shares 65,808 Est. Cost $30.73 Unrealized +1.6%
LAUR LAUREATE EDUCATION INC 0.4%
Value ($000) $1,809 Shares 57,350 Est. Cost $23.87 Unrealized +9.7%
MDIV FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $1,765 Shares 110,026 Est. Cost $16.71 Unrealized
FSK FS KKR CAP CORP 0.4%
Value ($000) $1,761 Shares 117,935 Est. Cost $14.49 Unrealized +20.3%
LLY ELI LILLY & CO 0.3%
Value ($000) $1,735 Shares 2,273 Est. Cost $506.78 Unrealized +46.5%
SFM SPROUTS FMRS MKT INC 0.3%
Value ($000) $1,664 Shares 15,298 Est. Cost $134.60 Unrealized +8.1%
IWF ISHARES TR 0.3%
Value ($000) $1,649 Shares 3,520 Est. Cost $350.61 Unrealized
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $1,616 Shares 19,344 Est. Cost $119.21 Unrealized -26.1%
MSFT MICROSOFT CORP 0.3%
Value ($000) $1,607 Shares 3,103 Est. Cost $284.31 Unrealized +78.9%
FPE FIRST TR EXCH TRADED FD III 0.3%
Value ($000) $1,592 Shares 87,257 Est. Cost $17.05 Unrealized
CCB COASTAL FINL CORP WA 0.3%
Value ($000) $1,530 Shares 14,143 Est. Cost $105.99 Unrealized 0.0%
OKLO OKLO INC 0.3%
Value ($000) $1,434 Shares 12,848 Est. Cost $78.30 Unrealized 0.0%
CELC CELCUITY INC 0.3%
Value ($000) $1,427 Shares 28,878 Est. Cost $40.03 Unrealized 0.0%
SNOW SNOWFLAKE INC 0.3%
Value ($000) $1,422 Shares 6,306 Est. Cost $214.74 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.3%
Value ($000) $1,397 Shares 2,848 Est. Cost $297.23 Unrealized +53.0%
BE BLOOM ENERGY CORP 0.3%
Value ($000) $1,359 Shares 16,068 Est. Cost $46.44 Unrealized 0.0%
BIBL NORTHERN LTS FD TR IV 0.3%
Value ($000) $1,351 Shares 30,412 Est. Cost $37.31 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $1,344 Shares 13,897 Est. Cost $76.89 Unrealized
FSIG FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1,334 Shares 69,466 Est. Cost $19.20 Unrealized
IVV ISHARES TR 0.3%
Value ($000) $1,329 Shares 1,986 Est. Cost $431.61 Unrealized
DOCT FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $1,313 Shares 30,401 Est. Cost $39.37 Unrealized
VRT VERTIV HOLDINGS CO 0.3%
Value ($000) $1,311 Shares 8,687 Est. Cost $133.31 Unrealized 0.0%
PSQH PSQ HOLDINGS INC 0.3%
Value ($000) $1,246 Shares 652,294 Est. Cost $2.68 Unrealized -24.2%
AMZN AMAZON COM INC 0.2%
Value ($000) $1,222 Shares 5,563 Est. Cost $171.70 Unrealized +31.8%
SAUG FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $1,215 Shares 48,540 Est. Cost $22.52 Unrealized
EHC ENCOMPASS HEALTH CORP 0.2%
Value ($000) $1,177 Shares 9,268 Est. Cost $115.87 Unrealized +2.4%
VYMI VANGUARD WHITEHALL FDS 0.2%
Value ($000) $1,162 Shares 13,725 Est. Cost $62.98 Unrealized
SLDP SOLID POWER INC 0.2%
Value ($000) $1,158 Shares 333,665 Est. Cost $3.77 Unrealized 0.0%
RDVI FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,134 Shares 43,875 Est. Cost $24.50 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,124 Shares 9,523 Est. Cost $107.74 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $1,115 Shares 4,817 Est. Cost $162.32 Unrealized +24.4%
MCHP MICROCHIP TECHNOLOGY INC. 0.2%
Value ($000) $1,111 Shares 17,304 Est. Cost $66.89 Unrealized 0.0%
SMAY FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $1,109 Shares 43,788 Est. Cost $24.62 Unrealized
FAST FASTENAL CO 0.2%
Value ($000) $1,108 Shares 22,598 Est. Cost $40.02 Unrealized +17.3%
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $1,108 Shares 3,511 Est. Cost $173.49 Unrealized +70.6%
FMAR FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $1,099 Shares 23,689 Est. Cost $41.82 Unrealized
AOTG EA SERIES TRUST 0.2%
Value ($000) $1,096 Shares 20,000 Est. Cost $54.80 Unrealized
BUFZ FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $1,072 Shares 41,385 Est. Cost $23.72 Unrealized
JOBY JOBY AVIATION INC 0.2%
Value ($000) $1,052 Shares 65,193 Est. Cost $15.19 Unrealized 0.0%
BUFG FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $1,029 Shares 38,197 Est. Cost $20.93 Unrealized
FJAN FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $1,017 Shares 20,277 Est. Cost $44.21 Unrealized
WLDN WILLDAN GROUP INC 0.2%
Value ($000) $1,002 Shares 10,364 Est. Cost $94.65 Unrealized 0.0%
ABT ABBOTT LABS 0.2%
Value ($000) $969 Shares 7,231 Est. Cost $105.53 Unrealized +23.8%
FNOV FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $928 Shares 17,547 Est. Cost $43.69 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $928 Shares 1,845 Est. Cost $405.53 Unrealized +19.4%
AWI ARMSTRONG WORLD INDS INC NEW 0.2%
Value ($000) $919 Shares 4,690 Est. Cost $185.53 Unrealized 0.0%
KBWD INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $916 Shares 67,678 Est. Cost $19.61 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 0.2%
Value ($000) $893 Shares 10,059 Est. Cost $79.08 Unrealized +9.5%
SMDV PROSHARES TR 0.2%
Value ($000) $887 Shares 13,316 Est. Cost $59.61 Unrealized
SSO PROSHARES TR 0.2%
Value ($000) $885 Shares 7,897 Est. Cost $79.41 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $885 Shares 3,641 Est. Cost $170.20 Unrealized +22.9%
VSAT VIASAT INC 0.2%
Value ($000) $870 Shares 29,686 Est. Cost $23.92 Unrealized 0.0%
GJUN FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $862 Shares 22,181 Est. Cost $35.56 Unrealized
QDEC FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $862 Shares 27,698 Est. Cost $24.94 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $856 Shares 3,514 Est. Cost $129.62 Unrealized +62.0%
REGL PROSHARES TR 0.2%
Value ($000) $855 Shares 10,016 Est. Cost $63.46 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $847 Shares 17,176 Est. Cost $53.96 Unrealized
RGTI RIGETTI COMPUTING INC 0.2%
Value ($000) $846 Shares 28,397 Est. Cost $17.53 Unrealized 0.0%
CIFR CIPHER MINING INC 0.2%
Value ($000) $836 Shares 66,380 Est. Cost $7.54 Unrealized 0.0%
NFG NATIONAL FUEL GAS CO 0.2%
Value ($000) $828 Shares 8,959 Est. Cost $83.22 Unrealized +4.8%
FFEB FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $825 Shares 14,956 Est. Cost $48.03 Unrealized
AEHR AEHR TEST SYS 0.2%
Value ($000) $815 Shares 27,073 Est. Cost $21.65 Unrealized 0.0%
FMAY FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $814 Shares 15,578 Est. Cost $46.33 Unrealized
PCMM BONDBLOXX ETF TRUST 0.2%
Value ($000) $809 Shares 16,000 Est. Cost $50.57 Unrealized
LIBERTY MEDIA CORP DEL 0.2%
Value ($000) $803 Shares 8,286 Est. Cost $96.97 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $787 Shares 10,354 Est. Cost $75.65 Unrealized
FIIG FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $761 Shares 35,840 Est. Cost $21.37 Unrealized
CELH CELSIUS HLDGS INC 0.2%
Value ($000) $757 Shares 13,163 Est. Cost $52.29 Unrealized 0.0%
CIDARA THERAPEUTICS INC 0.2%
Value ($000) $754 Shares 7,872 Est. Cost $95.76 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $745 Shares 29,588 Est. Cost $24.50 Unrealized
XPND FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $740 Shares 20,389 Est. Cost $29.23 Unrealized
FTLS FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $726 Shares 10,385 Est. Cost $53.45 Unrealized
FLTR VANECK ETF TRUST 0.1%
Value ($000) $724 Shares 28,324 Est. Cost $25.48 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $717 Shares 4,669 Est. Cost $133.94 Unrealized +15.6%
FVC FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $712 Shares 19,734 Est. Cost $36.55 Unrealized
MKL MARKEL GROUP INC 0.1%
Value ($000) $705 Shares 369 Est. Cost $1463.82 Unrealized +33.9%
HD HOME DEPOT INC 0.1%
Value ($000) $694 Shares 1,713 Est. Cost $375.11 Unrealized +3.7%
QMAR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $694 Shares 21,561 Est. Cost $28.48 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $690 Shares 9,386 Est. Cost $63.30 Unrealized
EQH EQUITABLE HLDGS INC 0.1%
Value ($000) $689 Shares 13,577 Est. Cost $51.16 Unrealized +2.7%
BUFQ FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $684 Shares 19,631 Est. Cost $31.21 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $679 Shares 3,335 Est. Cost $175.66 Unrealized
CAIE CALAMOS ETF TR 0.1%
Value ($000) $675 Shares 24,560 Est. Cost $27.47 Unrealized
TQQQ PROSHARES TR 0.1%
Value ($000) $660 Shares 6,386 Est. Cost $103.40 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $655 Shares 2,342 Est. Cost $212.99 Unrealized
VCTR VICTORY CAP HLDGS INC 0.1%
Value ($000) $641 Shares 9,903 Est. Cost $67.78 Unrealized 0.0%
XHLF BONDBLOXX ETF TRUST 0.1%
Value ($000) $640 Shares 12,685 Est. Cost $50.42 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $640 Shares 1,438 Est. Cost $244.23 Unrealized +42.0%
WCMI FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $637 Shares 37,740 Est. Cost $14.38 Unrealized
QSPT FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $618 Shares 19,902 Est. Cost $26.48 Unrealized
GCOW PACER FDS TR 0.1%
Value ($000) $614 Shares 15,498 Est. Cost $34.06 Unrealized
FS CREDIT OPPORTUNITIES CORP 0.1%
Value ($000) $606 Shares 87,704 Est. Cost $5.58 Unrealized
BLES NORTHERN LTS FD TR IV 0.1%
Value ($000) $603 Shares 14,197 Est. Cost $33.62 Unrealized
FRHC FREEDOM HLDG CORP NEV 0.1%
Value ($000) $597 Shares 3,470 Est. Cost $168.67 Unrealized 0.0%
BUFD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $592 Shares 21,405 Est. Cost $25.33 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value ($000) $590 Shares 6,568 Est. Cost $63.80 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.1%
Value ($000) $576 Shares 22,225 Est. Cost $25.90 Unrealized
FJUL FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $563 Shares 10,282 Est. Cost $49.03 Unrealized
DDM PROSHARES TR 0.1%
Value ($000) $557 Shares 5,189 Est. Cost $75.94 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $550 Shares 9,640 Est. Cost $57.67 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $548 Shares 5,465 Est. Cost $97.05 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $547 Shares 2,795 Est. Cost $128.62 Unrealized
LGLV SPDR SERIES TRUST 0.1%
Value ($000) $546 Shares 3,065 Est. Cost $115.57 Unrealized
SMH VANECK ETF TRUST 0.1%
Value ($000) $537 Shares 1,646 Est. Cost $251.84 Unrealized
TOL TOLL BROTHERS INC 0.1%
Value ($000) $535 Shares 3,874 Est. Cost $130.53 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $531 Shares 1,258 Est. Cost $393.49 Unrealized +8.4%
SPMO INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $530 Shares 4,380 Est. Cost $58.44 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $524 Shares 2,826 Est. Cost $153.65 Unrealized +10.3%
FAUG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $517 Shares 9,950 Est. Cost $49.41 Unrealized
FAPR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $507 Shares 11,659 Est. Cost $41.22 Unrealized
ALAB ASTERA LABS INC 0.1%
Value ($000) $502 Shares 2,564 Est. Cost $164.44 Unrealized 0.0%
KRG KITE RLTY GROUP TR 0.1%
Value ($000) $497 Shares 22,308 Est. Cost $21.82 Unrealized
AAUC ALLIED GOLD CORP 0.1%
Value ($000) $497 Shares 28,363 Est. Cost $14.05 Unrealized 0.0%
FFIV F5 INC 0.1%
Value ($000) $488 Shares 1,511 Est. Cost $313.03 Unrealized 0.0%
HCI HCI GROUP INC 0.1%
Value ($000) $481 Shares 2,505 Est. Cost $153.53 Unrealized +3.1%
QJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $480 Shares 15,443 Est. Cost $30.12 Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $479 Shares 7,569 Est. Cost $56.60 Unrealized +2.1%
ECL ECOLAB INC 0.1%
Value ($000) $475 Shares 1,734 Est. Cost $160.03 Unrealized +68.9%
NUGT DIREXION SHS ETF TR 0.1%
Value ($000) $470 Shares 3,043 Est. Cost $74.35 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $465 Shares 8,080 Est. Cost $54.40 Unrealized
BUFB INNOVATOR ETFS TRUST 0.1%
Value ($000) $460 Shares 12,882 Est. Cost $31.58 Unrealized
ROAD CONSTRUCTION PARTNERS INC 0.1%
Value ($000) $457 Shares 3,597 Est. Cost $79.44 Unrealized +43.7%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $454 Shares 5,680 Est. Cost $78.64 Unrealized
VIRT VIRTU FINL INC 0.1%
Value ($000) $452 Shares 12,735 Est. Cost $39.38 Unrealized +4.3%
ORCL ORACLE CORP 0.1%
Value ($000) $445 Shares 1,582 Est. Cost $126.59 Unrealized +100.8%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $443 Shares 1,438 Est. Cost $257.03 Unrealized
WWW WOLVERINE WORLD WIDE INC 0.1%
Value ($000) $442 Shares 16,114 Est. Cost $26.08 Unrealized 0.0%
IVE ISHARES TR 0.1%
Value ($000) $432 Shares 2,091 Est. Cost $184.61 Unrealized
CATY CATHAY GEN BANCORP 0.1%
Value ($000) $427 Shares 8,896 Est. Cost $47.51 Unrealized 0.0%
NDAQ NASDAQ INC 0.1%
Value ($000) $423 Shares 4,785 Est. Cost $92.14 Unrealized 0.0%
RGLD ROYAL GOLD INC 0.1%
Value ($000) $421 Shares 2,098 Est. Cost $176.78 Unrealized -2.2%
FSEP FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $421 Shares 8,321 Est. Cost $46.66 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $419 Shares 571 Est. Cost $529.64 Unrealized +40.3%
UWM PROSHARES TR 0.1%
Value ($000) $419 Shares 9,031 Est. Cost $37.67 Unrealized
GLRY NORTHERN LTS FD TR IV 0.1%
Value ($000) $418 Shares 11,246 Est. Cost $31.28 Unrealized
IWY ISHARES TR 0.1%
Value ($000) $418 Shares 1,528 Est. Cost $219.49 Unrealized
FRI FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $412 Shares 14,666 Est. Cost $27.53 Unrealized
V VISA INC 0.1%
Value ($000) $411 Shares 1,205 Est. Cost $305.26 Unrealized +13.1%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $409 Shares 4,880 Est. Cost $66.82 Unrealized +20.4%
FXR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $399 Shares 5,106 Est. Cost $75.59 Unrealized
IBD NORTHERN LTS FD TR IV 0.1%
Value ($000) $389 Shares 16,110 Est. Cost $23.87 Unrealized
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $380 Shares 1,154 Est. Cost $242.37 Unrealized +32.9%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $380 Shares 6,337 Est. Cost $50.83 Unrealized
STEELCASE INC 0.1%
Value ($000) $379 Shares 22,046 Est. Cost $17.20 Unrealized
AEE AMEREN CORP 0.1%
Value ($000) $372 Shares 3,560 Est. Cost $98.57 Unrealized 0.0%
FTXN FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $363 Shares 12,745 Est. Cost $28.93 Unrealized
MVV PROSHARES TR 0.1%
Value ($000) $362 Shares 5,245 Est. Cost $60.22 Unrealized
AOA ISHARES TR 0.1%
Value ($000) $361 Shares 4,092 Est. Cost $76.61 Unrealized
GJAN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $359 Shares 8,616 Est. Cost $37.67 Unrealized
ROL ROLLINS INC 0.1%
Value ($000) $358 Shares 6,088 Est. Cost $56.61 Unrealized 0.0%
EVR EVERCORE INC 0.1%
Value ($000) $353 Shares 1,047 Est. Cost $312.02 Unrealized 0.0%
WWJD NORTHERN LTS FD TR IV 0.1%
Value ($000) $347 Shares 9,826 Est. Cost $28.50 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $346 Shares 3,114 Est. Cost $87.81 Unrealized +27.9%
XMLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $342 Shares 5,374 Est. Cost $56.45 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $340 Shares 10,668 Est. Cost $27.98 Unrealized
HGER HARBOR ETF TRUST 0.1%
Value ($000) $339 Shares 13,127 Est. Cost $23.16 Unrealized
BUFF INNOVATOR ETFS TRUST 0.1%
Value ($000) $337 Shares 6,900 Est. Cost $44.12 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $337 Shares 5,182 Est. Cost $65.00 Unrealized
MGOV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $336 Shares 16,406 Est. Cost $20.25 Unrealized
R RYDER SYS INC 0.1%
Value ($000) $332 Shares 1,762 Est. Cost $155.31 Unrealized +16.1%
IGV ISHARES TR 0.1%
Value ($000) $332 Shares 2,884 Est. Cost $85.97 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $329 Shares 3,516 Est. Cost $89.71 Unrealized
TPLC TIMOTHY PLAN 0.1%
Value ($000) $325 Shares 7,019 Est. Cost $34.47 Unrealized
FJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $322 Shares 5,749 Est. Cost $50.42 Unrealized
FPEI FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $316 Shares 16,360 Est. Cost $19.34 Unrealized
ATO ATMOS ENERGY CORP 0.1%
Value ($000) $310 Shares 1,813 Est. Cost $160.05 Unrealized 0.0%
NFLX NETFLIX INC 0.1%
Value ($000) $309 Shares 258 Est. Cost $115.37 Unrealized +5.8%
PEP PEPSICO INC 0.1%
Value ($000) $307 Shares 2,183 Est. Cost $166.06 Unrealized -15.4%
NFTY FIRST TR EXCH TRD ALPHDX FD 0.1%
Value ($000) $306 Shares 5,377 Est. Cost $63.86 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.1%
Value ($000) $306 Shares 2,736 Est. Cost $67.24 Unrealized +45.3%
MINT PIMCO ETF TR 0.1%
Value ($000) $304 Shares 3,020 Est. Cost $100.16 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $304 Shares 330 Est. Cost $188.02 Unrealized -0.7%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $300 Shares 1,935 Est. Cost $144.71 Unrealized +5.2%
DFIV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $299 Shares 6,475 Est. Cost $42.92 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $293 Shares 2,190 Est. Cost $105.52 Unrealized 0.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $290 Shares 953 Est. Cost $292.60 Unrealized +3.0%
XONE BONDBLOXX ETF TRUST 0.1%
Value ($000) $286 Shares 5,757 Est. Cost $49.63 Unrealized
IVT INVENTRUST PPTYS CORP 0.1%
Value ($000) $285 Shares 9,952 Est. Cost $24.22 Unrealized
ISMD NORTHERN LTS FD TR IV 0.1%
Value ($000) $284 Shares 7,299 Est. Cost $36.94 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $283 Shares 2,102 Est. Cost $118.34 Unrealized
FTXL FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $278 Shares 2,482 Est. Cost $95.93 Unrealized
KLAC KLA CORP 0.1%
Value ($000) $275 Shares 255 Est. Cost $930.36 Unrealized 0.0%
DHI D R HORTON INC 0.1%
Value ($000) $275 Shares 1,622 Est. Cost $122.31 Unrealized +28.1%
SBRA SABRA HEALTH CARE REIT INC 0.1%
Value ($000) $273 Shares 14,640 Est. Cost $18.64 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $272 Shares 964 Est. Cost $254.71 Unrealized +1.9%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $272 Shares 341 Est. Cost $734.84 Unrealized 0.0%
AHR AMERICAN HEALTHCARE REIT INC 0.1%
Value ($000) $272 Shares 6,464 Est. Cost $42.01 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $271 Shares 825 Est. Cost $290.17 Unrealized
TNGX TANGO THERAPEUTICS INC 0.1%
Value ($000) $267 Shares 31,840 Est. Cost $6.77 Unrealized 0.0%
NTB BANK OF NT BUTTERFIELD&SON L 0.1%
Value ($000) $267 Shares 6,218 Est. Cost $44.86 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $266 Shares 1,323 Est. Cost $188.68 Unrealized +3.8%
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $264 Shares 918 Est. Cost $264.43 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $260 Shares 1,053 Est. Cost $223.94 Unrealized +16.4%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $258 Shares 2,292 Est. Cost $102.75 Unrealized +6.8%
QMAG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $258 Shares 11,128 Est. Cost $23.22 Unrealized
NEOS ETF TRUST 0.1%
Value ($000) $256 Shares 8,178 Est. Cost $29.18 Unrealized
HEIDRICK & STRUGGLES INTL IN 0.1%
Value ($000) $250 Shares 5,026 Est. Cost $49.77 Unrealized
ACT ENACT HLDGS INC 0.1%
Value ($000) $249 Shares 6,503 Est. Cost $36.80 Unrealized 0.0%
PNR PENTAIR PLC 0.1%
Value ($000) $249 Shares 2,251 Est. Cost $93.14 Unrealized +14.3%
BAC BANK AMERICA CORP 0.0%
Value ($000) $248 Shares 4,804 Est. Cost $41.45 Unrealized +16.6%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $245 Shares 399 Est. Cost $551.70 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $240 Shares 724 Est. Cost $316.55 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $238 Shares 7,568 Est. Cost $39.38 Unrealized -15.8%
JPIE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $234 Shares 5,036 Est. Cost $46.41 Unrealized
JNK SPDR SERIES TRUST 0.0%
Value ($000) $232 Shares 2,367 Est. Cost $95.89 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $228 Shares 1,081 Est. Cost $203.43 Unrealized +1.8%
SHEL SHELL PLC 0.0%
Value ($000) $225 Shares 3,141 Est. Cost $62.66 Unrealized
PSK SPDR SERIES TRUST 0.0%
Value ($000) $222 Shares 6,700 Est. Cost $32.99 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $221 Shares 363 Est. Cost $563.27 Unrealized 0.0%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $219 Shares 2,120 Est. Cost $108.94 Unrealized 0.0%
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $219 Shares 5,266 Est. Cost $41.72 Unrealized
QTEC FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $217 Shares 945 Est. Cost $212.73 Unrealized
SPLB SPDR SERIES TRUST 0.0%
Value ($000) $214 Shares 9,254 Est. Cost $22.26 Unrealized
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $212 Shares 1,032 Est. Cost $166.54 Unrealized +17.1%
MTUM ISHARES TR 0.0%
Value ($000) $211 Shares 823 Est. Cost $240.26 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $210 Shares 2,217 Est. Cost $92.22 Unrealized 0.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $209 Shares 1,257 Est. Cost $145.02 Unrealized +8.4%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $209 Shares 1,483 Est. Cost $133.31 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $208 Shares 418 Est. Cost $545.46 Unrealized -2.6%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $208 Shares 1,024 Est. Cost $191.42 Unrealized 0.0%
USB US BANCORP DEL 0.0%
Value ($000) $208 Shares 4,309 Est. Cost $40.76 Unrealized +13.7%
SLYG SPDR SERIES TRUST 0.0%
Value ($000) $208 Shares 2,203 Est. Cost $94.31 Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $207 Shares 1,179 Est. Cost $180.68 Unrealized +0.7%
UGI UGI CORP NEW 0.0%
Value ($000) $207 Shares 6,223 Est. Cost $34.96 Unrealized 0.0%
HODL VANECK BITCOIN ETF 0.0%
Value ($000) $202 Shares 6,236 Est. Cost $32.37 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $202 Shares 1,396 Est. Cost $132.28 Unrealized 0.0%
IYH ISHARES TR 0.0%
Value ($000) $201 Shares 3,423 Est. Cost $58.72 Unrealized
CVSA ADTALEM GLOBAL ED INC 0.0%
Value ($000) $200 Shares 1,295 Est. Cost $118.24 Unrealized +8.3%
XHR XENIA HOTELS & RESORTS INC 0.0%
Value ($000) $171 Shares 12,464 Est. Cost $11.87 Unrealized
CITY OFFICE REIT INC 0.0%
Value ($000) $150 Shares 21,579 Est. Cost $6.96 Unrealized
MORT VANECK ETF TRUST 0.0%
Value ($000) $147 Shares 13,608 Est. Cost $10.63 Unrealized
ENTA ENANTA PHARMACEUTICALS INC 0.0%
Value ($000) $146 Shares 12,193 Est. Cost $7.99 Unrealized 0.0%
ADTN ADTRAN HOLDINGS INC 0.0%
Value ($000) $144 Shares 15,347 Est. Cost $10.06 Unrealized -7.4%
GCMG GCM GROSVENOR INC 0.0%
Value ($000) $125 Shares 10,362 Est. Cost $12.93 Unrealized -5.7%
ANGX ANGEL STUDIOS INC 0.0%
Value ($000) $61 Shares 10,466 Est. Cost $7.96 Unrealized 0.0%
ZNTL ZENTALIS PHARMACEUTICALS INC 0.0%
Value ($000) $21 Shares 14,206 Est. Cost $3.22 Unrealized -53.5%
VYNE VYNE THERAPEUTICS INC 0.0%
Value ($000) $4 Shares 11,059 Est. Cost $1.30 Unrealized -49.7%