Retirement Planning Co of New England, Inc. Diversified Active

Location: Warwick, RI

CIK: 0001817693 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 28, 2026

Total Value: $249M (100.0% shares, 0.0% debt)

Holdings (245)

NVDA NVIDIA CORPORATION 4.0%
Value $9.916M Shares 53,167 Est. Cost $94.35 Unrealized +97.3%
AAPL APPLE INC 3.7%
Value $9.228M Shares 33,942 Est. Cost $159.56 Unrealized +68.2%
QQQ INVESCO QQQ TR 2.9%
Value $7.249M Shares 11,800 Est. Cost $551.62 Unrealized
ZVRA ZEVRA THERAPEUTICS INC 2.4%
Value $5.94M Shares 662,976 Est. Cost $7.46 Unrealized +26.8%
GOOGL ALPHABET INC 2.3%
Value $5.657M Shares 18,073 Est. Cost $115.80 Unrealized +146.6%
AVGO BROADCOM INC 2.1%
Value $5.203M Shares 15,033 Est. Cost $150.72 Unrealized +136.9%
BA BOEING CO 2.0%
Value $4.913M Shares 22,628 Est. Cost $194.82 Unrealized +5.6%
AMZN AMAZON COM INC 1.9%
Value $4.757M Shares 20,609 Est. Cost $129.86 Unrealized +76.2%
GOOG ALPHABET INC 1.9%
Value $4.752M Shares 15,144 Est. Cost $117.41 Unrealized +143.9%
MSFT MICROSOFT CORP 1.9%
Value $4.681M Shares 9,680 Est. Cost $322.69 Unrealized +55.1%
ABBV ABBVIE INC 1.8%
Value $4.579M Shares 20,041 Est. Cost $115.44 Unrealized +97.1%
META META PLATFORMS INC 1.8%
Value $4.539M Shares 6,876 Est. Cost $298.35 Unrealized +123.7%
BX BLACKSTONE INC 1.8%
Value $4.379M Shares 28,406 Est. Cost $116.80 Unrealized +29.7%
V VISA INC 1.2%
Value $2.946M Shares 8,399 Est. Cost $218.29 Unrealized +55.9%
EIPI FIRST TR EXCHNG TRADED FD VI 1.2%
Value $2.871M Shares 144,489 Est. Cost $18.67 Unrealized
ETN EATON CORP PLC 1.1%
Value $2.866M Shares 8,999 Est. Cost $183.01 Unrealized +93.6%
TQQQ PROSHARES TR 1.1%
Value $2.827M Shares 53,623 Est. Cost $71.96 Unrealized
VO VANGUARD INDEX FDS 1.1%
Value $2.814M Shares 9,698 Est. Cost $233.53 Unrealized
RTX RTX CORPORATION 1.1%
Value $2.753M Shares 15,011 Est. Cost $131.75 Unrealized +31.6%
USD PROSHARES TR 1.1%
Value $2.65M Shares 50,465 Est. Cost $54.80 Unrealized
LLY ELI LILLY & CO 1.0%
Value $2.592M Shares 2,412 Est. Cost $391.62 Unrealized +144.0%
BABA ALIBABA GROUP HLDG LTD 1.0%
Value $2.519M Shares 17,183 Est. Cost $114.31 Unrealized
GS GOLDMAN SACHS GROUP INC 1.0%
Value $2.489M Shares 2,832 Est. Cost $336.75 Unrealized +141.5%
TOAK MANAGER DIRECTED PORTFOLIOS 1.0%
Value $2.42M Shares 85,232 Est. Cost $27.65 Unrealized
BAC BANK AMERICA CORP 0.9%
Value $2.34M Shares 42,538 Est. Cost $37.72 Unrealized +39.6%
VUG VANGUARD INDEX FDS 0.9%
Value $2.169M Shares 4,446 Est. Cost $313.47 Unrealized
KMI KINDER MORGAN INC DEL 0.9%
Value $2.147M Shares 78,112 Est. Cost $14.04 Unrealized +91.7%
QCOM QUALCOMM INC 0.8%
Value $2.066M Shares 12,077 Est. Cost $144.34 Unrealized +18.3%
VNQ VANGUARD INDEX FDS 0.8%
Value $2.058M Shares 23,261 Est. Cost $113.55 Unrealized
CVS CVS HEALTH CORP 0.8%
Value $2.033M Shares 25,617 Est. Cost $76.97 Unrealized +2.2%
PM PHILIP MORRIS INTL INC 0.8%
Value $2.013M Shares 12,548 Est. Cost $76.66 Unrealized +100.3%
UNH UNITEDHEALTH GROUP INC 0.8%
Value $1.916M Shares 5,805 Est. Cost $364.38 Unrealized -7.5%
XOM EXXON MOBIL CORP 0.7%
Value $1.806M Shares 15,006 Est. Cost $60.10 Unrealized +92.1%
VB VANGUARD INDEX FDS 0.7%
Value $1.793M Shares 6,953 Est. Cost $211.12 Unrealized
WFC WELLS FARGO CO NEW 0.7%
Value $1.732M Shares 18,582 Est. Cost $43.90 Unrealized +97.3%
MS MORGAN STANLEY 0.6%
Value $1.617M Shares 9,106 Est. Cost $84.57 Unrealized +96.8%
FCX FREEPORT-MCMORAN INC 0.6%
Value $1.611M Shares 31,716 Est. Cost $36.75 Unrealized +17.9%
NFLX NETFLIX INC 0.6%
Value $1.589M Shares 16,944 Est. Cost $101.45 Unrealized +6.3%
JPM JPMORGAN CHASE & CO. 0.6%
Value $1.533M Shares 4,757 Est. Cost $152.88 Unrealized +102.5%
VGT VANGUARD WORLD FD 0.6%
Value $1.514M Shares 2,008 Est. Cost $459.50 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.6%
Value $1.502M Shares 15,506 Est. Cost $63.13 Unrealized
HD HOME DEPOT INC 0.6%
Value $1.458M Shares 4,236 Est. Cost $338.49 Unrealized +7.7%
MCD MCDONALDS CORP 0.6%
Value $1.457M Shares 4,768 Est. Cost $230.70 Unrealized +32.2%
ABT ABBOTT LABS 0.6%
Value $1.411M Shares 11,258 Est. Cost $112.98 Unrealized +12.7%
GILD GILEAD SCIENCES INC 0.6%
Value $1.389M Shares 11,316 Est. Cost $60.81 Unrealized +98.8%
DVY ISHARES TR 0.5%
Value $1.331M Shares 9,430 Est. Cost $121.92 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value $1.321M Shares 8,668 Est. Cost $105.51 Unrealized +43.5%
VYM VANGUARD WHITEHALL FDS 0.5%
Value $1.301M Shares 9,064 Est. Cost $113.17 Unrealized
LVS LAS VEGAS SANDS CORP 0.5%
Value $1.3M Shares 19,970 Est. Cost $40.93 Unrealized +49.5%
ROM PROSHARES TR 0.5%
Value $1.291M Shares 13,695 Est. Cost $80.16 Unrealized
NEM NEWMONT CORP 0.5%
Value $1.278M Shares 12,802 Est. Cost $41.85 Unrealized +115.5%
NGG NATIONAL GRID PLC 0.5%
Value $1.272M Shares 16,447 Est. Cost $71.40 Unrealized
CAT CATERPILLAR INC 0.5%
Value $1.235M Shares 2,156 Est. Cost $237.14 Unrealized +134.3%
SO SOUTHERN CO 0.5%
Value $1.23M Shares 14,106 Est. Cost $56.24 Unrealized +61.6%
JNJ JOHNSON & JOHNSON 0.5%
Value $1.21M Shares 5,849 Est. Cost $147.46 Unrealized +33.6%
WMT WALMART INC 0.5%
Value $1.205M Shares 10,817 Est. Cost $55.48 Unrealized +93.2%
ALB ALBEMARLE CORP 0.5%
Value $1.188M Shares 8,399 Est. Cost $103.74 Unrealized +9.2%
C CITIGROUP INC 0.5%
Value $1.181M Shares 10,125 Est. Cost $46.87 Unrealized +121.1%
VOO VANGUARD INDEX FDS 0.5%
Value $1.155M Shares 1,842 Est. Cost $433.32 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value $1.124M Shares 3,794 Est. Cost $119.61 Unrealized +149.8%
MU MICRON TECHNOLOGY INC 0.4%
Value $1.107M Shares 3,877 Est. Cost $77.89 Unrealized +194.4%
PAAS PAN AMERN SILVER CORP 0.4%
Value $1.106M Shares 21,351 Est. Cost $20.55 Unrealized +103.7%
DLR DIGITAL RLTY TR INC 0.4%
Value $1.099M Shares 7,107 Est. Cost $136.49 Unrealized +19.5%
MRK MERCK & CO INC 0.4%
Value $1.089M Shares 10,349 Est. Cost $78.65 Unrealized +18.6%
SPYM SPDR SERIES TRUST 0.4%
Value $1.089M Shares 13,570 Est. Cost $59.55 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.4%
Value $1.086M Shares 5,864 Est. Cost $112.50 Unrealized +60.0%
QQQM INVESCO EXCH TRADED FD TR II 0.4%
Value $1.043M Shares 4,122 Est. Cost $192.22 Unrealized
IHI ISHARES TR 0.4%
Value $1.013M Shares 16,302 Est. Cost $64.44 Unrealized
GE GE AEROSPACE 0.4%
Value $1.01M Shares 3,280 Est. Cost $77.60 Unrealized +287.6%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.4%
Value $987K Shares 31,632 Est. Cost $12.04 Unrealized
SYM SYMBOTIC INC 0.4%
Value $976K Shares 16,395 Est. Cost $36.32 Unrealized +81.8%
WELL WELLTOWER INC 0.4%
Value $975K Shares 5,252 Est. Cost $75.12 Unrealized +148.2%
IVZ INVESCO LTD 0.4%
Value $957K Shares 36,443 Est. Cost $15.75 Unrealized +54.5%
GXO GXO LOGISTICS INCORPORATED 0.4%
Value $939K Shares 17,844 Est. Cost $58.11 Unrealized -9.6%
IRM IRON MTN INC DEL 0.4%
Value $938K Shares 11,308 Est. Cost $41.17 Unrealized +125.4%
INTC INTEL CORP 0.4%
Value $917K Shares 24,843 Est. Cost $40.33 Unrealized -6.4%
SPMD SPDR SERIES TRUST 0.4%
Value $911K Shares 15,738 Est. Cost $48.59 Unrealized
VHT VANGUARD WORLD FD 0.4%
Value $902K Shares 3,133 Est. Cost $265.08 Unrealized
IYT ISHARES TR 0.4%
Value $901K Shares 12,097 Est. Cost $122.87 Unrealized
HON HONEYWELL INTL INC 0.4%
Value $885K Shares 4,536 Est. Cost $187.88 Unrealized +3.8%
O REALTY INCOME CORP 0.4%
Value $883K Shares 15,664 Est. Cost $53.02 Unrealized +8.2%
PG PROCTER AND GAMBLE CO 0.3%
Value $864K Shares 6,032 Est. Cost $141.43 Unrealized +4.1%
IGM ISHARES TR 0.3%
Value $862K Shares 6,677 Est. Cost $160.35 Unrealized
PEP PEPSICO INC 0.3%
Value $852K Shares 5,933 Est. Cost $151.52 Unrealized -3.7%
QQQE DIREXION SHS ETF TR 0.3%
Value $844K Shares 8,249 Est. Cost $82.72 Unrealized
AFL AFLAC INC 0.3%
Value $824K Shares 7,475 Est. Cost $51.89 Unrealized +111.7%
SUPN SUPERNUS PHARMACEUTICALS INC 0.3%
Value $822K Shares 16,532 Est. Cost $30.39 Unrealized +60.0%
PSX PHILLIPS 66 0.3%
Value $821K Shares 6,363 Est. Cost $74.73 Unrealized +79.3%
ITB ISHARES TR 0.3%
Value $817K Shares 8,480 Est. Cost $81.42 Unrealized
MMM 3M CO 0.3%
Value $814K Shares 5,087 Est. Cost $78.04 Unrealized +109.1%
SHW SHERWIN WILLIAMS CO 0.3%
Value $787K Shares 2,427 Est. Cost $311.25 Unrealized +7.3%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value $782K Shares 19,203 Est. Cost $37.79 Unrealized +7.1%
CCI CROWN CASTLE INC 0.3%
Value $775K Shares 8,717 Est. Cost $108.83 Unrealized -16.3%
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value $748K Shares 3,906 Est. Cost $168.19 Unrealized
TNA DIREXION SHS ETF TR 0.3%
Value $732K Shares 16,077 Est. Cost $47.92 Unrealized
PODD INSULET CORP 0.3%
Value $708K Shares 2,492 Est. Cost $287.36 Unrealized +8.8%
PFE PFIZER INC 0.3%
Value $705K Shares 28,332 Est. Cost $34.68 Unrealized -27.8%
LMT LOCKHEED MARTIN CORP 0.3%
Value $704K Shares 1,455 Est. Cost $361.57 Unrealized +31.7%
TROW PRICE T ROWE GROUP INC 0.3%
Value $663K Shares 6,471 Est. Cost $106.97 Unrealized -4.5%
PHO INVESCO EXCHANGE TRADED FD T 0.3%
Value $662K Shares 9,407 Est. Cost $60.21 Unrealized
ALLY ALLY FINL INC 0.3%
Value $653K Shares 14,413 Est. Cost $35.10 Unrealized +16.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value $640K Shares 1,272 Est. Cost $339.40 Unrealized +46.6%
AMT AMERICAN TOWER CORP NEW 0.3%
Value $639K Shares 3,637 Est. Cost $212.07 Unrealized -15.0%
DUK DUKE ENERGY CORP NEW 0.3%
Value $635K Shares 5,416 Est. Cost $87.51 Unrealized +38.9%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value $621K Shares 11,506 Est. Cost $49.11 Unrealized -3.2%
BDX BECTON DICKINSON & CO 0.2%
Value $620K Shares 3,197 Est. Cost $204.54 Unrealized -7.3%
SPSM SPDR SERIES TRUST 0.2%
Value $618K Shares 13,178 Est. Cost $42.68 Unrealized
TGT TARGET CORP 0.2%
Value $610K Shares 6,238 Est. Cost $155.19 Unrealized -41.0%
NVO NOVO-NORDISK A S 0.2%
Value $595K Shares 11,693 Est. Cost $94.57 Unrealized
IAK ISHARES TR 0.2%
Value $586K Shares 4,303 Est. Cost $85.57 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value $583K Shares 5,776 Est. Cost $115.74 Unrealized -6.3%
PBR PETROLEO BRASILEIRO SA PETRO 0.2%
Value $573K Shares 48,376 Est. Cost $12.77 Unrealized
GNRC GENERAC HLDGS INC 0.2%
Value $563K Shares 4,125 Est. Cost $134.32 Unrealized +20.1%
CG CARLYLE GROUP INC 0.2%
Value $561K Shares 9,491 Est. Cost $39.25 Unrealized +43.4%
SKYY FIRST TR EXCHANGE TRADED FD 0.2%
Value $558K Shares 4,292 Est. Cost $76.61 Unrealized
DOW DOW INC 0.2%
Value $558K Shares 23,857 Est. Cost $38.45 Unrealized -40.8%
CSCO CISCO SYS INC 0.2%
Value $547K Shares 7,098 Est. Cost $50.15 Unrealized +47.1%
PSA PUBLIC STORAGE OPER CO 0.2%
Value $541K Shares 2,086 Est. Cost $253.14 Unrealized +9.5%
VV VANGUARD INDEX FDS 0.2%
Value $536K Shares 1,704 Est. Cost $219.63 Unrealized
WEX WEX INC 0.2%
Value $536K Shares 3,595 Est. Cost $165.53 Unrealized -9.0%
BMNR BITMINE IMMERSION TECNOLOGIE 0.2%
Value $530K Shares 19,527 Est. Cost $46.50 Unrealized -12.8%
PGR PROGRESSIVE CORP 0.2%
Value $527K Shares 2,314 Est. Cost $212.34 Unrealized 0.0%
GEV GE VERNOVA INC 0.2%
Value $525K Shares 804 Est. Cost $330.14 Unrealized +84.5%
STZ CONSTELLATION BRANDS INC 0.2%
Value $522K Shares 3,783 Est. Cost $198.14 Unrealized -30.9%
FISV FISERV INC 0.2%
Value $521K Shares 7,750 Est. Cost $92.28 Unrealized -9.1%
KWEB KRANESHARES TRUST 0.2%
Value $512K Shares 15,025 Est. Cost $34.44 Unrealized
ZTS ZOETIS INC 0.2%
Value $505K Shares 4,014 Est. Cost $166.93 Unrealized -22.0%
VTV VANGUARD INDEX FDS 0.2%
Value $499K Shares 2,615 Est. Cost $176.58 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value $495K Shares 855 Est. Cost $537.64 Unrealized +5.1%
IJS ISHARES TR 0.2%
Value $484K Shares 4,258 Est. Cost $104.21 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value $484K Shares 11,331 Est. Cost $56.69 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value $479K Shares 1,421 Est. Cost $192.82 Unrealized +76.8%
SBUX STARBUCKS CORP 0.2%
Value $472K Shares 5,607 Est. Cost $100.70 Unrealized -16.5%
RYLD GLOBAL X FDS 0.2%
Value $470K Shares 30,688 Est. Cost $16.08 Unrealized
DE DEERE & CO 0.2%
Value $468K Shares 1,005 Est. Cost $392.48 Unrealized +19.2%
DEO DIAGEO PLC 0.2%
Value $466K Shares 5,399 Est. Cost $190.64 Unrealized
XLRE SELECT SECTOR SPDR TR 0.2%
Value $461K Shares 11,436 Est. Cost $39.93 Unrealized
CLX CLOROX CO DEL 0.2%
Value $456K Shares 4,521 Est. Cost $141.11 Unrealized -23.3%
TJX TJX COS INC NEW 0.2%
Value $440K Shares 2,863 Est. Cost $69.13 Unrealized +113.7%
LYB LYONDELLBASELL INDUSTRIES N 0.2%
Value $429K Shares 9,899 Est. Cost $66.73 Unrealized -33.4%
SOXL DIREXION SHS ETF TR 0.2%
Value $427K Shares 10,150 Est. Cost $28.44 Unrealized
REGL PROSHARES TR 0.2%
Value $423K Shares 5,018 Est. Cost $73.63 Unrealized
TECL DIREXION SHS ETF TR 0.2%
Value $422K Shares 3,593 Est. Cost $37.18 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value $421K Shares 698 Est. Cost $595.63 Unrealized
ON ON SEMICONDUCTOR CORP 0.2%
Value $421K Shares 7,770 Est. Cost $50.54 Unrealized +1.5%
KO COCA COLA CO 0.2%
Value $418K Shares 5,983 Est. Cost $50.35 Unrealized +37.8%
CEG CONSTELLATION ENERGY CORP 0.2%
Value $414K Shares 1,173 Est. Cost $152.33 Unrealized +138.4%
TXN TEXAS INSTRS INC 0.2%
Value $408K Shares 2,354 Est. Cost $152.26 Unrealized +12.1%
COLD AMERICOLD REALTY TRUST INC 0.2%
Value $403K Shares 31,355 Est. Cost $13.92 Unrealized
ABRDN GLOBAL INFRA INCOME FU 0.2%
Value $403K Shares 18,028 Est. Cost $19.75 Unrealized
SPYV SPDR SERIES TRUST 0.2%
Value $401K Shares 7,059 Est. Cost $41.11 Unrealized
PRU PRUDENTIAL FINL INC 0.2%
Value $396K Shares 3,510 Est. Cost $92.29 Unrealized +15.4%
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value $396K Shares 2,444 Est. Cost $119.08 Unrealized +31.2%
NDAQ NASDAQ INC 0.2%
Value $393K Shares 4,050 Est. Cost $56.71 Unrealized +58.3%
AWK AMERICAN WTR WKS CO INC NEW 0.2%
Value $392K Shares 3,002 Est. Cost $158.41 Unrealized -15.9%
DIS DISNEY WALT CO 0.2%
Value $387K Shares 3,402 Est. Cost $136.78 Unrealized -19.9%
KRE SPDR SERIES TRUST 0.2%
Value $385K Shares 5,941 Est. Cost $62.38 Unrealized
BJ BJS WHSL CLUB HLDGS INC 0.2%
Value $384K Shares 4,266 Est. Cost $76.88 Unrealized +19.4%
QXO QXO INC 0.2%
Value $383K Shares 19,868 Est. Cost $20.71 Unrealized -7.4%
WYNN WYNN RESORTS LTD 0.2%
Value $380K Shares 3,162 Est. Cost $82.22 Unrealized +50.3%
SCHW SCHWAB CHARLES CORP 0.2%
Value $376K Shares 3,762 Est. Cost $66.51 Unrealized +42.4%
WPC WP CAREY INC 0.1%
Value $374K Shares 5,809 Est. Cost $69.97 Unrealized
KBH KB HOME 0.1%
Value $373K Shares 6,612 Est. Cost $39.72 Unrealized +53.9%
VFH VANGUARD WORLD FD 0.1%
Value $360K Shares 2,700 Est. Cost $96.15 Unrealized
FOUR SHIFT4 PMTS INC 0.1%
Value $360K Shares 5,722 Est. Cost $69.99 Unrealized +0.9%
AMGN AMGEN INC 0.1%
Value $352K Shares 1,075 Est. Cost $203.94 Unrealized +54.9%
VIS VANGUARD WORLD FD 0.1%
Value $347K Shares 1,164 Est. Cost $203.23 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value $346K Shares 720 Est. Cost $390.00 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value $344K Shares 4,355 Est. Cost $70.91 Unrealized +10.4%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value $341K Shares 4,159 Est. Cost $80.73 Unrealized -3.5%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value $340K Shares 4,001 Est. Cost $89.45 Unrealized -2.2%
HUM HUMANA INC 0.1%
Value $337K Shares 1,317 Est. Cost $368.43 Unrealized -29.1%
EEM ISHARES TR 0.1%
Value $337K Shares 6,157 Est. Cost $48.43 Unrealized
LRN STRIDE INC 0.1%
Value $333K Shares 5,130 Est. Cost $90.80 Unrealized 0.0%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value $333K Shares 5,120 Est. Cost $47.25 Unrealized
ADBE ADOBE INC 0.1%
Value $327K Shares 933 Est. Cost $446.01 Unrealized -23.7%
EG EVEREST GROUP LTD 0.1%
Value $321K Shares 947 Est. Cost $330.24 Unrealized 0.0%
IOT SAMSARA INC 0.1%
Value $321K Shares 9,068 Est. Cost $42.88 Unrealized -9.7%
ASAN ASANA INC 0.1%
Value $318K Shares 23,204 Est. Cost $16.15 Unrealized -14.8%
WDC WESTERN DIGITAL CORP 0.1%
Value $316K Shares 1,834 Est. Cost $81.60 Unrealized +85.7%
SMH VANECK ETF TRUST 0.1%
Value $315K Shares 874 Est. Cost $281.54 Unrealized
ES EVERSOURCE ENERGY 0.1%
Value $309K Shares 4,596 Est. Cost $59.40 Unrealized +17.1%
VPU VANGUARD WORLD FD 0.1%
Value $309K Shares 1,672 Est. Cost $155.96 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value $309K Shares 541 Est. Cost $367.94 Unrealized +51.9%
FAS DIREXION SHS ETF TR 0.1%
Value $308K Shares 1,829 Est. Cost $83.58 Unrealized
BHP BHP GROUP LTD 0.1%
Value $307K Shares 5,082 Est. Cost $48.59 Unrealized
EQIX EQUINIX INC 0.1%
Value $306K Shares 400 Est. Cost $848.74 Unrealized -8.0%
AXP AMERICAN EXPRESS CO 0.1%
Value $301K Shares 814 Est. Cost $245.13 Unrealized +45.6%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value $299K Shares 4,071 Est. Cost $61.98 Unrealized
IBB ISHARES TR 0.1%
Value $299K Shares 1,774 Est. Cost $152.29 Unrealized
BP BP PLC 0.1%
Value $299K Shares 8,609 Est. Cost $33.35 Unrealized
T AT&T INC 0.1%
Value $298K Shares 12,007 Est. Cost $16.09 Unrealized +57.2%
MDT MEDTRONIC PLC 0.1%
Value $295K Shares 3,076 Est. Cost $73.07 Unrealized +32.9%
GIS GENERAL MLS INC 0.1%
Value $288K Shares 6,186 Est. Cost $54.70 Unrealized -13.2%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value $283K Shares 740 Est. Cost $242.56 Unrealized +65.2%
IWM ISHARES TR 0.1%
Value $280K Shares 1,138 Est. Cost $206.24 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value $277K Shares 6,894 Est. Cost $28.75 Unrealized +30.0%
QQQJ INVESCO EXCH TRADED FD TR II 0.1%
Value $276K Shares 7,477 Est. Cost $33.44 Unrealized
GM GENERAL MTRS CO 0.1%
Value $272K Shares 3,343 Est. Cost $55.55 Unrealized +26.7%
MO ALTRIA GROUP INC 0.1%
Value $271K Shares 4,705 Est. Cost $46.61 Unrealized +27.3%
ED CONSOLIDATED EDISON INC 0.1%
Value $271K Shares 2,724 Est. Cost $85.10 Unrealized +16.1%
EWZ ISHARES INC 0.1%
Value $271K Shares 8,516 Est. Cost $31.91 Unrealized
CHWY CHEWY INC 0.1%
Value $269K Shares 8,136 Est. Cost $38.35 Unrealized -9.5%
SNOW SNOWFLAKE INC 0.1%
Value $267K Shares 1,217 Est. Cost $173.72 Unrealized +40.5%
VCR VANGUARD WORLD FD 0.1%
Value $266K Shares 675 Est. Cost $304.63 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value $265K Shares 5,347 Est. Cost $52.94 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value $262K Shares 4,865 Est. Cost $49.65 Unrealized
RITM RITHM CAPITAL CORP 0.1%
Value $259K Shares 23,776 Est. Cost $10.30 Unrealized
SYK STRYKER CORPORATION 0.1%
Value $257K Shares 730 Est. Cost $219.76 Unrealized +65.4%
LIT GLOBAL X FDS 0.1%
Value $255K Shares 3,933 Est. Cost $56.85 Unrealized
UAL UNITED AIRLS HLDGS INC 0.1%
Value $253K Shares 2,264 Est. Cost $73.67 Unrealized +37.2%
IDV ISHARES TR 0.1%
Value $250K Shares 6,334 Est. Cost $34.57 Unrealized
GTEK GOLDMAN SACHS ETF TR 0.1%
Value $249K Shares 6,232 Est. Cost $27.87 Unrealized
YORW YORK WTR CO 0.1%
Value $246K Shares 7,729 Est. Cost $40.12 Unrealized -20.8%
DGX QUEST DIAGNOSTICS INC 0.1%
Value $245K Shares 1,411 Est. Cost $145.81 Unrealized +24.9%
SLB SLB LIMITED 0.1%
Value $243K Shares 6,333 Est. Cost $36.06 Unrealized 0.0%
FDX FEDEX CORP 0.1%
Value $241K Shares 833 Est. Cost $261.56 Unrealized 0.0%
EXC EXELON CORP 0.1%
Value $240K Shares 5,510 Est. Cost $36.28 Unrealized +25.3%
Q QNITY ELECTRONICS INC 0.1%
Value $239K Shares 2,927 Est. Cost $84.91 Unrealized 0.0%
IJJ ISHARES TR 0.1%
Value $239K Shares 1,815 Est. Cost $110.45 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value $238K Shares 3,070 Est. Cost $76.85 Unrealized
SBIO ALPS ETF TR 0.1%
Value $237K Shares 4,635 Est. Cost $51.22 Unrealized
CPA COPA HOLDINGS SA 0.1%
Value $236K Shares 1,957 Est. Cost $88.31 Unrealized +37.3%
IGV ISHARES TR 0.1%
Value $233K Shares 2,200 Est. Cost $89.36 Unrealized
MKTX MARKETAXESS HLDGS INC 0.1%
Value $232K Shares 1,277 Est. Cost $248.25 Unrealized -31.7%
HAL HALLIBURTON CO 0.1%
Value $231K Shares 8,189 Est. Cost $21.87 Unrealized +20.2%
COP CONOCOPHILLIPS 0.1%
Value $228K Shares 2,439 Est. Cost $72.76 Unrealized +23.7%
EWW ISHARES INC 0.1%
Value $227K Shares 3,269 Est. Cost $68.21 Unrealized
MDYG SPDR SERIES TRUST 0.1%
Value $226K Shares 2,444 Est. Cost $81.15 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value $224K Shares 3,834 Est. Cost $57.80 Unrealized +12.2%
XLF SELECT SECTOR SPDR TR 0.1%
Value $223K Shares 4,070 Est. Cost $49.82 Unrealized
ELME ELME COMMUNITIES 0.1%
Value $223K Shares 12,804 Est. Cost $24.74 Unrealized
MAA MID-AMER APT CMNTYS INC 0.1%
Value $223K Shares 1,603 Est. Cost $170.65 Unrealized -22.1%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value $222K Shares 1,010 Est. Cost $219.84 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value $220K Shares 723 Est. Cost $279.14 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value $219K Shares 2,205 Est. Cost $145.26 Unrealized -36.2%
MGM MGM RESORTS INTERNATIONAL 0.1%
Value $212K Shares 5,814 Est. Cost $31.71 Unrealized +7.0%
XLI SELECT SECTOR SPDR TR 0.1%
Value $209K Shares 1,350 Est. Cost $154.29 Unrealized
LOW LOWES COS INC 0.1%
Value $204K Shares 847 Est. Cost $244.20 Unrealized -1.8%
ICLN ISHARES TR 0.1%
Value $184K Shares 11,195 Est. Cost $20.17 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.1%
Value $134K Shares 25,206 Est. Cost $2.91 Unrealized
MBLY MOBILEYE GLOBAL INC 0.1%
Value $131K Shares 12,540 Est. Cost $14.87 Unrealized -16.0%
BMNG THEMES ETF TR 0.0%
Value $105K Shares 32,910 Est. Cost $3.18 Unrealized
NOK NOKIA CORP 0.0%
Value $81,849 Shares 12,651 Est. Cost $4.17 Unrealized
ILPT INDUSTRIAL LOGISTICS PPTYS T 0.0%
Value $56,237 Shares 10,151 Est. Cost $5.54 Unrealized