Retirement Planning Co of New England, Inc. Diversified Active

Location: Warwick, RI

CIK: 0001817693 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 8, 2026

Total Value: $246M (100.0% shares, 0.0% debt)

Holdings (248)

NVDA NVIDIA CORPORATION 3.7%
Value $9.181M Shares 52,641 Est. Cost $94.35 Unrealized +97.8%
AAPL APPLE INC 3.6%
Value $8.923M Shares 35,158 Est. Cost $163.13 Unrealized +61.1%
QQQ INVESCO QQQ TR 2.8%
Value $6.828M Shares 11,829 Est. Cost $551.62 Unrealized
ZVRA ZEVRA THERAPEUTICS INC 2.5%
Value $6.069M Shares 651,148 Est. Cost $7.46 Unrealized +17.4%
GOOGL ALPHABET INC 2.2%
Value $5.385M Shares 18,727 Est. Cost $123.05 Unrealized +162.7%
AVGO BROADCOM INC 1.9%
Value $4.716M Shares 15,237 Est. Cost $153.17 Unrealized +118.2%
GOOG ALPHABET INC 1.8%
Value $4.501M Shares 15,689 Est. Cost $124.58 Unrealized +159.8%
ABBV ABBVIE INC 1.8%
Value $4.424M Shares 20,341 Est. Cost $117.02 Unrealized +90.2%
AMZN AMAZON COM INC 1.8%
Value $4.327M Shares 20,778 Est. Cost $129.86 Unrealized +74.7%
META META PLATFORMS INC 1.7%
Value $4.253M Shares 7,433 Est. Cost $325.12 Unrealized +101.6%
BA BOEING CO 1.7%
Value $4.088M Shares 20,540 Est. Cost $194.82 Unrealized +22.4%
MSFT MICROSOFT CORP 1.5%
Value $3.658M Shares 9,882 Est. Cost $324.98 Unrealized +33.7%
BX BLACKSTONE INC 1.4%
Value $3.441M Shares 29,921 Est. Cost $118.02 Unrealized +19.4%
ETN EATON CORP PLC 1.4%
Value $3.34M Shares 9,339 Est. Cost $189.22 Unrealized +86.9%
EIPI FIRST TR EXCHNG TRADED FD VI 1.3%
Value $3.268M Shares 145,299 Est. Cost $18.67 Unrealized
RTX RTX CORPORATION 1.2%
Value $2.908M Shares 15,073 Est. Cost $131.75 Unrealized +49.2%
VO VANGUARD INDEX FDS 1.1%
Value $2.77M Shares 9,645 Est. Cost $233.53 Unrealized
KMI KINDER MORGAN INC DEL 1.1%
Value $2.588M Shares 77,176 Est. Cost $14.04 Unrealized +111.9%
V VISA INC 1.0%
Value $2.559M Shares 8,466 Est. Cost $218.29 Unrealized +50.8%
XOM EXXON MOBIL CORP 1.0%
Value $2.536M Shares 14,949 Est. Cost $60.10 Unrealized +130.8%
TOAK MANAGER DIRECTED PORTFOLIOS 1.0%
Value $2.436M Shares 85,146 Est. Cost $27.65 Unrealized
GS GOLDMAN SACHS GROUP INC 1.0%
Value $2.396M Shares 2,832 Est. Cost $336.75 Unrealized +176.9%
USD PROSHARES TR 1.0%
Value $2.345M Shares 48,910 Est. Cost $54.80 Unrealized
LLY ELI LILLY & CO 0.9%
Value $2.225M Shares 2,419 Est. Cost $391.62 Unrealized +167.4%
BAC BANK AMERICA CORP 0.9%
Value $2.096M Shares 42,996 Est. Cost $37.89 Unrealized +41.6%
PM PHILIP MORRIS INTL INC 0.8%
Value $2.082M Shares 12,594 Est. Cost $76.66 Unrealized +129.5%
VNQ VANGUARD INDEX FDS 0.8%
Value $2.078M Shares 23,424 Est. Cost $113.55 Unrealized
TQQQ PROSHARES TR 0.8%
Value $1.997M Shares 47,921 Est. Cost $71.96 Unrealized
VUG VANGUARD INDEX FDS 0.8%
Value $1.992M Shares 4,562 Est. Cost $316.61 Unrealized
CVS CVS HEALTH CORP 0.8%
Value $1.933M Shares 26,916 Est. Cost $77.02 Unrealized +1.2%
BABA ALIBABA GROUP HLDG LTD 0.7%
Value $1.841M Shares 14,673 Est. Cost $114.31 Unrealized
FCX FREEPORT MCMORAN INC 0.7%
Value $1.816M Shares 30,895 Est. Cost $36.75 Unrealized +66.3%
VB VANGUARD INDEX FDS 0.7%
Value $1.816M Shares 6,933 Est. Cost $211.12 Unrealized
CVX CHEVRON CORPORATION 0.7%
Value $1.756M Shares 8,489 Est. Cost $105.51 Unrealized +62.9%
QCOM QUALCOMM INC 0.7%
Value $1.683M Shares 13,067 Est. Cost $145.07 Unrealized +6.1%
NFLX NETFLIX INC. 0.7%
Value $1.655M Shares 17,210 Est. Cost $101.18 Unrealized -17.1%
GILD GILEAD SCIENCES INC 0.6%
Value $1.578M Shares 11,320 Est. Cost $60.81 Unrealized +127.5%
CAT CATERPILLAR INC 0.6%
Value $1.562M Shares 2,205 Est. Cost $247.08 Unrealized +177.0%
MS MORGAN STANLEY 0.6%
Value $1.49M Shares 9,057 Est. Cost $84.57 Unrealized +112.4%
MCD MCDONALDS CORP 0.6%
Value $1.48M Shares 4,763 Est. Cost $230.70 Unrealized +37.5%
WFC WELLS FARGO & CO 0.6%
Value $1.474M Shares 18,516 Est. Cost $43.90 Unrealized +105.1%
TDIV FIRST TR EXCHANGE TRADED FD 0.6%
Value $1.467M Shares 15,664 Est. Cost $63.43 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value $1.454M Shares 5,948 Est. Cost $148.80 Unrealized +53.1%
DVY ISHARES TR 0.6%
Value $1.444M Shares 9,536 Est. Cost $122.25 Unrealized
VGT VANGUARD WORLD FD 0.6%
Value $1.406M Shares 2,014 Est. Cost $459.50 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value $1.404M Shares 4,773 Est. Cost $152.88 Unrealized +103.7%
HD HOME DEPOT INC 0.6%
Value $1.401M Shares 4,259 Est. Cost $338.49 Unrealized +11.4%
NGG NATIONAL GRID PLC 0.6%
Value $1.397M Shares 16,513 Est. Cost $71.40 Unrealized
ALB ALBEMARLE CORP 0.6%
Value $1.395M Shares 7,768 Est. Cost $103.74 Unrealized +65.1%
NEM NEWMONT CORP 0.6%
Value $1.372M Shares 12,672 Est. Cost $41.85 Unrealized +182.3%
VYM VANGUARD WHITEHALL FDS 0.6%
Value $1.352M Shares 9,132 Est. Cost $113.17 Unrealized
SO SOUTHERN CO 0.5%
Value $1.348M Shares 13,968 Est. Cost $56.24 Unrealized +59.2%
WMT WALMART INC 0.5%
Value $1.343M Shares 10,810 Est. Cost $55.48 Unrealized +120.0%
DLR DIGITAL RLTY TR INC 0.5%
Value $1.294M Shares 7,179 Est. Cost $136.68 Unrealized +13.4%
MRK MERCK & CO INC 0.5%
Value $1.271M Shares 10,566 Est. Cost $79.38 Unrealized +44.0%
MU MICRON TECHNOLOGY INC 0.5%
Value $1.221M Shares 3,615 Est. Cost $77.89 Unrealized +396.9%
ABT ABBOTT LABORATORIES 0.5%
Value $1.177M Shares 11,465 Est. Cost $113.03 Unrealized +2.1%
SPYM SPDR SERIES TRUST 0.5%
Value $1.175M Shares 15,348 Est. Cost $61.52 Unrealized
PSX PHILLIPS 66 0.5%
Value $1.171M Shares 6,428 Est. Cost $75.47 Unrealized +94.9%
C CITIGROUP INC 0.5%
Value $1.158M Shares 10,210 Est. Cost $46.87 Unrealized +147.9%
IRM IRON MTN INC DEL 0.5%
Value $1.128M Shares 11,048 Est. Cost $41.17 Unrealized +102.2%
PAAS PAN AMERN SILVER CORP 0.5%
Value $1.124M Shares 20,579 Est. Cost $20.55 Unrealized +184.2%
ROM PROSHARES TR 0.5%
Value $1.11M Shares 14,163 Est. Cost $80.11 Unrealized
VOO VANGUARD INDEX FDS 0.4%
Value $1.104M Shares 1,847 Est. Cost $433.32 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.4%
Value $1.098M Shares 5,888 Est. Cost $112.50 Unrealized +63.5%
LVS LAS VEGAS SANDS CORP 0.4%
Value $1.075M Shares 19,949 Est. Cost $40.93 Unrealized +42.7%
INTC INTEL CORP 0.4%
Value $1.067M Shares 24,182 Est. Cost $40.33 Unrealized +15.1%
HON HONEYWELL INTL INC 0.4%
Value $1.047M Shares 4,633 Est. Cost $188.68 Unrealized +19.7%
WELL WELLTOWER INC 0.4%
Value $1.042M Shares 5,269 Est. Cost $75.12 Unrealized +148.9%
QQQM INVESCO EXCH TRADED FD TR II 0.4%
Value $1.032M Shares 4,341 Est. Cost $194.51 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value $992K Shares 19,762 Est. Cost $37.96 Unrealized +15.4%
DOW DOW HLDGS INC 0.4%
Value $976K Shares 23,426 Est. Cost $38.45 Unrealized -24.5%
O REALTY INCOME CORP 0.4%
Value $973K Shares 15,912 Est. Cost $53.09 Unrealized +8.0%
SPMD SPDR SERIES TRUST 0.4%
Value $963K Shares 16,268 Est. Cost $48.94 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value $956K Shares 3,944 Est. Cost $125.86 Unrealized +125.6%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.4%
Value $953K Shares 31,642 Est. Cost $12.04 Unrealized
PEP PEPSICO INC 0.4%
Value $931K Shares 5,995 Est. Cost $151.55 Unrealized +2.1%
SYM SYMBOTIC INC 0.4%
Value $916K Shares 17,221 Est. Cost $37.48 Unrealized +61.9%
IYT ISHARES TR 0.4%
Value $909K Shares 12,179 Est. Cost $122.87 Unrealized
PBR PETROLEO BRASILEIRO S A 0.4%
Value $904K Shares 43,567 Est. Cost $12.77 Unrealized
GE GE AEROSPACE 0.4%
Value $897K Shares 3,162 Est. Cost $77.60 Unrealized +310.1%
LMT LOCKHEED MARTIN CORP 0.4%
Value $882K Shares 1,460 Est. Cost $361.57 Unrealized +66.2%
PG PROCTER & GAMBLE CO 0.4%
Value $881K Shares 6,097 Est. Cost $141.54 Unrealized +7.2%
IHI ISHARES TR 0.4%
Value $873K Shares 16,354 Est. Cost $64.44 Unrealized
IVZ INVESCO LTD 0.4%
Value $872K Shares 35,901 Est. Cost $15.75 Unrealized +74.3%
GXO GXO LOGISTICS INCORPORATED 0.3%
Value $859K Shares 16,570 Est. Cost $58.11 Unrealized +1.7%
VHT VANGUARD WORLD FD 0.3%
Value $857K Shares 3,148 Est. Cost $265.08 Unrealized
SUPN SUPERNUS PHARMACEUTICALS 0.3%
Value $844K Shares 16,332 Est. Cost $30.39 Unrealized +66.2%
AFL AFLAC INC 0.3%
Value $844K Shares 7,692 Est. Cost $53.56 Unrealized +107.6%
QQQE DIREXION SHARES ETF TRUST 0.3%
Value $824K Shares 8,364 Est. Cost $82.94 Unrealized
FISV FISERV INC 0.3%
Value $820K Shares 14,688 Est. Cost $78.90 Unrealized -18.9%
CCI CROWN CASTLE INC 0.3%
Value $813K Shares 9,997 Est. Cost $106.26 Unrealized -16.5%
LYB LYONDELLBASELL INDUSTRIES NV 0.3%
Value $807K Shares 10,024 Est. Cost $66.55 Unrealized -21.3%
IGM ISHARES TR 0.3%
Value $793K Shares 6,691 Est. Cost $160.35 Unrealized
PFE PFIZER INC 0.3%
Value $788K Shares 28,073 Est. Cost $34.68 Unrealized -24.5%
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value $786K Shares 4,095 Est. Cost $169.29 Unrealized
TGT TARGET CORP 0.3%
Value $782K Shares 6,449 Est. Cost $153.68 Unrealized -28.9%
SHW SHERWIN WILLIAMS CO 0.3%
Value $778K Shares 2,427 Est. Cost $311.25 Unrealized +14.2%
ITB ISHARES TR 0.3%
Value $767K Shares 8,475 Est. Cost $81.42 Unrealized
MMM 3M CO 0.3%
Value $738K Shares 5,080 Est. Cost $78.04 Unrealized +110.1%
UNH UNITEDHEALTH GROUP INC 0.3%
Value $716K Shares 2,646 Est. Cost $364.38 Unrealized -15.3%
AMT AMERICAN TOWER CORP 0.3%
Value $716K Shares 4,146 Est. Cost $207.50 Unrealized -15.8%
DUK DUKE ENERGY CORP NEW 0.3%
Value $708K Shares 5,405 Est. Cost $87.51 Unrealized +38.1%
TNA DIREXION SHARES ETF TRUST 0.3%
Value $702K Shares 15,913 Est. Cost $47.92 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value $699K Shares 11,524 Est. Cost $49.11 Unrealized +16.9%
GEV GE VERNOVA INC 0.3%
Value $696K Shares 798 Est. Cost $330.14 Unrealized +123.2%
VTV VANGUARD INDEX FDS 0.3%
Value $696K Shares 3,546 Est. Cost $181.73 Unrealized
GNRC GENERAC HLDGS INC 0.3%
Value $673K Shares 3,445 Est. Cost $134.32 Unrealized +36.3%
ZTS ZOETIS INC 0.3%
Value $672K Shares 5,683 Est. Cost $154.90 Unrealized -18.7%
TROW PRICE T ROWE GROUP INC 0.3%
Value $656K Shares 7,283 Est. Cost $106.33 Unrealized -4.8%
SPSM SPDR SERIES TRUST 0.3%
Value $630K Shares 13,044 Est. Cost $42.68 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.3%
Value $629K Shares 9,410 Est. Cost $60.21 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value $623K Shares 1,299 Est. Cost $342.60 Unrealized +44.0%
KMB KIMBERLY-CLARK CORP 0.2%
Value $608K Shares 6,298 Est. Cost $114.69 Unrealized -10.1%
STZ CONSTELLATION BRANDS INC 0.2%
Value $605K Shares 4,033 Est. Cost $195.53 Unrealized -20.2%
PSA PUBLIC STORAGE OPER CO 0.2%
Value $568K Shares 2,099 Est. Cost $253.14 Unrealized +2.1%
DE DEERE & CO 0.2%
Value $567K Shares 1,007 Est. Cost $392.48 Unrealized +40.5%
IAK ISHARES TR 0.2%
Value $564K Shares 4,396 Est. Cost $86.48 Unrealized
ALLY ALLY FINL INC 0.2%
Value $560K Shares 14,278 Est. Cost $35.10 Unrealized +21.7%
WEX WEX INC 0.2%
Value $555K Shares 3,625 Est. Cost $165.53 Unrealized -5.8%
CSCO CISCO SYS INC 0.2%
Value $547K Shares 7,047 Est. Cost $50.15 Unrealized +55.3%
PGR PROGRESSIVE CORP 0.2%
Value $545K Shares 2,747 Est. Cost $211.45 Unrealized -2.3%
BDX BECTON DICKINSON & CO 0.2%
Value $543K Shares 3,455 Est. Cost $201.79 Unrealized -16.8%
PODD INSULET CORP 0.2%
Value $523K Shares 2,492 Est. Cost $287.36 Unrealized -8.0%
XLU SELECT SECTOR SPDR TR 0.2%
Value $521K Shares 11,357 Est. Cost $56.69 Unrealized
VV VANGUARD INDEX FDS 0.2%
Value $511K Shares 1,709 Est. Cost $219.63 Unrealized
SBUX STARBUCKS CORP 0.2%
Value $506K Shares 5,643 Est. Cost $100.70 Unrealized -7.0%
NVO NOVO-NORDISK A S 0.2%
Value $503K Shares 13,686 Est. Cost $86.15 Unrealized
WDC WESTERN DIGITAL CORP 0.2%
Value $496K Shares 1,835 Est. Cost $81.60 Unrealized +207.9%
CLX CLOROX CO DEL 0.2%
Value $494K Shares 4,766 Est. Cost $139.74 Unrealized -18.1%
GD GENERAL DYNAMICS CORP 0.2%
Value $485K Shares 1,414 Est. Cost $192.82 Unrealized +83.8%
IJS ISHARES TR 0.2%
Value $481K Shares 4,058 Est. Cost $104.21 Unrealized
CG CARLYLE GROUP INC 0.2%
Value $480K Shares 9,915 Est. Cost $40.09 Unrealized +47.1%
MA MASTERCARD INCORPORATED 0.2%
Value $471K Shares 942 Est. Cost $440.78 Unrealized +22.3%
SKYY FIRST TR EXCHANGE-TRADED FD 0.2%
Value $469K Shares 4,288 Est. Cost $76.61 Unrealized
XLRE SELECT SECTOR SPDR TR 0.2%
Value $469K Shares 11,478 Est. Cost $39.93 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value $462K Shares 940 Est. Cost $540.99 Unrealized +6.2%
TJX TJX COS INC NEW 0.2%
Value $459K Shares 2,875 Est. Cost $69.13 Unrealized +123.1%
TXN TEXAS INSTRS INC 0.2%
Value $458K Shares 2,359 Est. Cost $152.26 Unrealized +35.5%
IOT SAMSARA INC 0.2%
Value $457K Shares 14,419 Est. Cost $38.01 Unrealized -21.7%
KO COCA COLA CO 0.2%
Value $453K Shares 5,960 Est. Cost $50.35 Unrealized +48.5%
REGL PROSHARES TR 0.2%
Value $434K Shares 5,018 Est. Cost $73.63 Unrealized
DEO DIAGEO PLC 0.2%
Value $433K Shares 5,821 Est. Cost $182.22 Unrealized
KWEB KRANESHARES TRUST 0.2%
Value $433K Shares 15,215 Est. Cost $34.37 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.2%
Value $432K Shares 3,173 Est. Cost $156.81 Unrealized -17.8%
BJ BJS WHSL CLUB HLDGS INC 0.2%
Value $430K Shares 4,372 Est. Cost $77.33 Unrealized +23.8%
MDY STATE STR SPDR S&P MIDCAP 40 0.2%
Value $424K Shares 688 Est. Cost $595.63 Unrealized
COLD AMERICOLD REALTY TRUST INC 0.2%
Value $422K Shares 36,799 Est. Cost $13.56 Unrealized
ABRDN GLOBAL INFRA INCOME FU 0.2%
Value $416K Shares 18,627 Est. Cost $19.84 Unrealized
QXO QXO INC 0.2%
Value $413K Shares 21,288 Est. Cost $20.93 Unrealized +15.3%
BP BP PLC 0.2%
Value $404K Shares 8,600 Est. Cost $33.35 Unrealized
SPYV SPDR SERIES TRUST 0.2%
Value $400K Shares 7,069 Est. Cost $41.11 Unrealized
WPC WP CAREY INC 0.2%
Value $398K Shares 5,859 Est. Cost $69.97 Unrealized
EQIX EQUINIX INC 0.2%
Value $392K Shares 400 Est. Cost $848.74 Unrealized -10.0%
BMNR BITMINE IMMERSION TECNOLOGIE 0.2%
Value $392K Shares 19,810 Est. Cost $46.20 Unrealized -45.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value $384K Shares 2,443 Est. Cost $119.08 Unrealized +38.5%
AMGN AMGEN INC 0.2%
Value $382K Shares 1,085 Est. Cost $203.94 Unrealized +71.5%
EEM ISHARES TR 0.2%
Value $381K Shares 6,701 Est. Cost $49.10 Unrealized
ON ON SEMICONDUCTOR CORP 0.2%
Value $379K Shares 6,124 Est. Cost $50.54 Unrealized +26.9%
BHP BHP BILLITON LIMITED 0.2%
Value $376K Shares 5,163 Est. Cost $48.97 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value $371K Shares 4,349 Est. Cost $70.91 Unrealized +25.2%
VIS VANGUARD WORLD FD 0.1%
Value $367K Shares 1,176 Est. Cost $204.34 Unrealized
KRE SPDR SERIES TRUST 0.1%
Value $361K Shares 5,536 Est. Cost $62.38 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value $360K Shares 3,684 Est. Cost $93.00 Unrealized +15.5%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value $358K Shares 3,615 Est. Cost $89.45 Unrealized -9.4%
SCHW SCHWAB CHARLES CORP 0.1%
Value $355K Shares 3,776 Est. Cost $66.51 Unrealized +50.6%
ES EVERSOURCE ENERGY 0.1%
Value $352K Shares 5,084 Est. Cost $60.43 Unrealized +16.0%
CHWY CHEWY INC 0.1%
Value $350K Shares 12,950 Est. Cost $34.97 Unrealized -16.3%
COP CONOCOPHILLIPS 0.1%
Value $346K Shares 2,624 Est. Cost $74.87 Unrealized +37.1%
T AT&T INC 0.1%
Value $345K Shares 11,903 Est. Cost $16.09 Unrealized +60.0%
FAS DIREXION SHARES ETF TRUST 0.1%
Value $345K Shares 2,908 Est. Cost $96.53 Unrealized
NDAQ NASDAQ INC 0.1%
Value $343K Shares 4,036 Est. Cost $56.71 Unrealized +61.8%
KBH KB HOME 0.1%
Value $342K Shares 6,612 Est. Cost $39.72 Unrealized +53.6%
SMH VANECK ETF TRUST 0.1%
Value $338K Shares 881 Est. Cost $281.54 Unrealized
DIA STATE STR SPDR DOW JONES IND 0.1%
Value $333K Shares 720 Est. Cost $390.00 Unrealized
EWZ ISHARES INC 0.1%
Value $331K Shares 8,630 Est. Cost $32.00 Unrealized
VPU VANGUARD WORLD FD 0.1%
Value $331K Shares 1,669 Est. Cost $155.96 Unrealized
DIS DISNEY WALT CO 0.1%
Value $328K Shares 3,403 Est. Cost $136.78 Unrealized -20.0%
CEG CONSTELLATION ENERGY CORP 0.1%
Value $328K Shares 1,173 Est. Cost $152.33 Unrealized +97.7%
VFH VANGUARD WORLD FD 0.1%
Value $327K Shares 2,706 Est. Cost $96.15 Unrealized
WYNN WYNN RESORTS LTD 0.1%
Value $327K Shares 3,219 Est. Cost $82.78 Unrealized +37.9%
DD DUPONT DE NEMOURS INC 0.1%
Value $326K Shares 7,114 Est. Cost $29.29 Unrealized +57.4%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value $322K Shares 743 Est. Cost $242.56 Unrealized +71.5%
IWM ISHARES TR 0.1%
Value $320K Shares 1,288 Est. Cost $211.12 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value $319K Shares 4,480 Est. Cost $80.83 Unrealized +1.8%
RYN RAYONIER INC 0.1%
Value $318K Shares 15,426 Est. Cost $20.62 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value $317K Shares 4,221 Est. Cost $62.44 Unrealized
FDX FEDEX CORP 0.1%
Value $315K Shares 885 Est. Cost $266.11 Unrealized +27.4%
EG EVEREST GROUP LTD 0.1%
Value $315K Shares 964 Est. Cost $330.26 Unrealized +0.3%
MO ALTRIA GROUP INC 0.1%
Value $314K Shares 4,758 Est. Cost $46.80 Unrealized +34.7%
Q QNITY ELECTRONICS INC 0.1%
Value $311K Shares 2,696 Est. Cost $84.91 Unrealized +19.2%
SLB SLB LIMITED 0.1%
Value $311K Shares 6,052 Est. Cost $36.06 Unrealized +33.9%
TECL DIREXION SHARES ETF TRUST 0.1%
Value $311K Shares 3,593 Est. Cost $37.18 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value $308K Shares 2,724 Est. Cost $85.10 Unrealized +23.8%
HAL HALLIBURTON CO 0.1%
Value $305K Shares 7,810 Est. Cost $21.87 Unrealized +53.3%
IBB ISHARES TR 0.1%
Value $299K Shares 1,772 Est. Cost $152.29 Unrealized
LIT GLOBAL X FDS 0.1%
Value $293K Shares 3,937 Est. Cost $56.85 Unrealized
IJJ ISHARES TR 0.1%
Value $280K Shares 2,115 Est. Cost $113.58 Unrealized
IDV ISHARES TR 0.1%
Value $278K Shares 6,543 Est. Cost $34.83 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value $278K Shares 918 Est. Cost $257.71 Unrealized +38.2%
DGX QUEST DIAGNOSTICS INC 0.1%
Value $277K Shares 1,412 Est. Cost $145.81 Unrealized +30.7%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value $274K Shares 5,065 Est. Cost $49.82 Unrealized
MDT MEDTRONIC PLC 0.1%
Value $267K Shares 3,082 Est. Cost $73.07 Unrealized +36.2%
EXC EXELON CORP 0.1%
Value $266K Shares 5,431 Est. Cost $36.28 Unrealized +24.4%
OKE ONEOK INC NEW 0.1%
Value $264K Shares 2,916 Est. Cost $78.53 Unrealized 0.0%
SYK STRYKER CORPORATION 0.1%
Value $256K Shares 780 Est. Cost $229.05 Unrealized +59.2%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value $255K Shares 5,072 Est. Cost $47.25 Unrealized
GTEK GOLDMAN SACHS ETF TR 0.1%
Value $255K Shares 6,228 Est. Cost $27.87 Unrealized
TPG TPG INC 0.1%
Value $255K Shares 6,285 Est. Cost $57.26 Unrealized 0.0%
QQQJ INVESCO EXCH TRADED FD TR II 0.1%
Value $254K Shares 7,027 Est. Cost $33.44 Unrealized
FOUR SHIFT4 PMTS INC 0.1%
Value $254K Shares 5,817 Est. Cost $69.84 Unrealized -12.9%
GIS GENERAL MILLS INC 0.1%
Value $254K Shares 6,826 Est. Cost $53.83 Unrealized -15.5%
XLP SELECT SECTOR SPDR TR 0.1%
Value $252K Shares 3,068 Est. Cost $76.85 Unrealized
GM GENERAL MTRS CO 0.1%
Value $248K Shares 3,329 Est. Cost $55.55 Unrealized +48.1%
EWW ISHARES INC 0.1%
Value $244K Shares 3,249 Est. Cost $68.21 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.1%
Value $244K Shares 723 Est. Cost $279.14 Unrealized
UPS UNITED PARCEL SVCS INC 0.1%
Value $244K Shares 2,476 Est. Cost $141.38 Unrealized -22.3%
VCR VANGUARD WORLD FD 0.1%
Value $242K Shares 675 Est. Cost $304.63 Unrealized
WMB WILLIAMS COS INC 0.1%
Value $240K Shares 3,301 Est. Cost $66.35 Unrealized 0.0%
HUM HUMANA INC 0.1%
Value $240K Shares 1,383 Est. Cost $361.51 Unrealized -38.2%
SBIO ALPS ETF TR 0.1%
Value $239K Shares 4,562 Est. Cost $51.22 Unrealized
YORW YORK WTR CO 0.1%
Value $236K Shares 7,748 Est. Cost $40.12 Unrealized -18.1%
MDYG SPDR SERIES TRUST 0.1%
Value $235K Shares 2,444 Est. Cost $81.15 Unrealized
RYLD GLOBAL X FDS 0.1%
Value $234K Shares 15,631 Est. Cost $16.08 Unrealized
RITM RITHM CAPITAL CORP 0.1%
Value $229K Shares 24,196 Est. Cost $10.29 Unrealized
CPA COPA HOLDINGS SA 0.1%
Value $219K Shares 1,932 Est. Cost $88.31 Unrealized +57.3%
XLI SELECT SECTOR SPDR TR 0.1%
Value $219K Shares 1,352 Est. Cost $154.29 Unrealized
ADBE ADOBE INC 0.1%
Value $218K Shares 896 Est. Cost $446.01 Unrealized -35.0%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value $218K Shares 1,012 Est. Cost $219.84 Unrealized
WIX WIX COM LTD 0.1%
Value $213K Shares 2,364 Est. Cost $81.46 Unrealized 0.0%
ALK ALASKA AIR GROUP INC 0.1%
Value $211K Shares 5,726 Est. Cost $52.50 Unrealized 0.0%
NVS NOVARTIS AG 0.1%
Value $207K Shares 1,356 Est. Cost $152.76 Unrealized
MKTX MARKETAXESS HLDGS INC 0.1%
Value $206K Shares 1,248 Est. Cost $248.25 Unrealized -30.4%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value $205K Shares 5,347 Est. Cost $52.94 Unrealized
FE FIRSTENERGY CORP 0.1%
Value $205K Shares 4,054 Est. Cost $47.09 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.1%
Value $205K Shares 3,551 Est. Cost $58.16 Unrealized 0.0%
METU DIREXION SHARES ETF TRUST 0.1%
Value $204K Shares 9,105 Est. Cost $22.39 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value $202K Shares 4,088 Est. Cost $49.82 Unrealized
CPNG COUPANG INC 0.1%
Value $199K Shares 10,536 Est. Cost $19.86 Unrealized 0.0%
ASAN ASANA INC 0.1%
Value $198K Shares 30,879 Est. Cost $14.62 Unrealized -31.5%
RGTI RIGETTI COMPUTING INC 0.1%
Value $191K Shares 13,350 Est. Cost $20.45 Unrealized 0.0%
ICLN ISHARES TR 0.1%
Value $189K Shares 10,318 Est. Cost $20.17 Unrealized
MBLY MOBILEYE GLOBAL INC 0.1%
Value $129K Shares 18,765 Est. Cost $13.23 Unrealized -25.1%
LYG LLOYDS BANKING GROUP PLC 0.1%
Value $127K Shares 25,218 Est. Cost $2.91 Unrealized
BMNG THEMES ETF TR 0.0%
Value $120K Shares 99,407 Est. Cost $1.86 Unrealized
NOK NOKIA CORP 0.0%
Value $95,761 Shares 11,911 Est. Cost $4.17 Unrealized
ILPT INDUSTRIAL LOGISTICS PPTYS T 0.0%
Value $58,344 Shares 10,272 Est. Cost $5.54 Unrealized
ELME ELME COMMUNITIES 0.0%
Value $23,652 Shares 11,767 Est. Cost $24.74 Unrealized