MARK SHEPTOFF FINANCIAL PLANNING, LLC Diversified Active

CIK: 0001607355 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 10, 2023

Total Value ($000): $175,254 (100.0% shares, 0.0% debt)

Holdings (392)

MSFT MICROSOFT CORP 10.3%
Value ($000) $17,989 Shares 52,825 Est. Cost $88.72 Unrealized +246.3%
UNH UNITEDHEALTH GROUP INC 8.4%
Value ($000) $14,722 Shares 30,631 Est. Cost $77.62 Unrealized +498.9%
NEE NEXTERA ENERGY INC 8.3%
Value ($000) $14,496 Shares 195,366 Est. Cost $55.61 Unrealized +25.9%
AAPL APPLE INC 6.3%
Value ($000) $11,049 Shares 56,965 Est. Cost $89.42 Unrealized +92.4%
PEP PEPSICO INC 5.2%
Value ($000) $9,101 Shares 49,135 Est. Cost $59.97 Unrealized +184.4%
JNJ JOHNSON & JOHNSON 3.8%
Value ($000) $6,680 Shares 40,358 Est. Cost $83.43 Unrealized +78.5%
VEEV VEEVA SYS INC 3.2%
Value ($000) $5,550 Shares 28,067 Est. Cost $62.25 Unrealized +193.0%
ABT ABBOTT LABS 3.1%
Value ($000) $5,359 Shares 49,152 Est. Cost $42.05 Unrealized +141.3%
HRL HORMEL FOODS CORP 2.5%
Value ($000) $4,345 Shares 108,037 Est. Cost $26.80 Unrealized +36.4%
VRTX VERTEX PHARMACEUTICALS INC 2.3%
Value ($000) $3,952 Shares 11,230 Est. Cost $191.16 Unrealized +76.3%
ABBV ABBVIE INC 2.1%
Value ($000) $3,765 Shares 27,948 Est. Cost $49.54 Unrealized +169.9%
SJM SMUCKER J M CO 2.1%
Value ($000) $3,747 Shares 25,376 Est. Cost $74.96 Unrealized +84.8%
TSLA TESLA INC 1.9%
Value ($000) $3,303 Shares 12,620 Est. Cost $230.48 Unrealized -13.2%
MDLZ MONDELEZ INTL INC 1.8%
Value ($000) $3,098 Shares 42,469 Est. Cost $29.18 Unrealized +134.9%
STZ CONSTELLATION BRANDS INC 1.4%
Value ($000) $2,490 Shares 10,115 Est. Cost $138.79 Unrealized +60.5%
AWK AMERICAN WTR WKS CO INC NEW 1.4%
Value ($000) $2,465 Shares 17,270 Est. Cost $54.97 Unrealized +151.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.4%
Value ($000) $2,450 Shares 7,186 Est. Cost $131.76 Unrealized +147.7%
KO COCA COLA CO 1.2%
Value ($000) $2,180 Shares 36,206 Est. Cost $35.03 Unrealized +63.7%
RTX RAYTHEON TECHNOLOGIES CORP 1.2%
Value ($000) $2,131 Shares 21,759 Est. Cost $86.59 Unrealized +6.6%
V VISA INC 1.2%
Value ($000) $2,088 Shares 8,793 Est. Cost $96.95 Unrealized +131.5%
AEP AMERICAN ELEC PWR CO INC 1.1%
Value ($000) $1,852 Shares 21,991 Est. Cost $64.27 Unrealized +24.4%
GD GENERAL DYNAMICS CORP 1.0%
Value ($000) $1,719 Shares 7,991 Est. Cost $117.48 Unrealized +74.1%
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $1,652 Shares 3,068 Est. Cost $175.18 Unrealized +178.1%
HON HONEYWELL INTL INC 0.8%
Value ($000) $1,444 Shares 6,958 Est. Cost $90.86 Unrealized +93.2%
RYAN RYAN SPECIALTY HOLDINGS INC 0.8%
Value ($000) $1,366 Shares 30,425 Est. Cost $32.92 Unrealized +27.9%
MRK MERCK & CO INC 0.8%
Value ($000) $1,356 Shares 11,752 Est. Cost $78.02 Unrealized +33.9%
REMX VANECK ETF TRUST 0.8%
Value ($000) $1,329 Shares 15,980 Est. Cost $51.17 Unrealized
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $1,252 Shares 2,720 Est. Cost $195.40 Unrealized +120.8%
PFE PFIZER INC 0.7%
Value ($000) $1,248 Shares 34,025 Est. Cost $32.42 Unrealized +2.5%
HD HOME DEPOT INC 0.7%
Value ($000) $1,224 Shares 3,941 Est. Cost $124.71 Unrealized +121.6%
LHX L3HARRIS TECHNOLOGIES INC 0.6%
Value ($000) $1,109 Shares 5,663 Est. Cost $187.92 Unrealized -3.7%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $1,038 Shares 6,842 Est. Cost $89.41 Unrealized +58.0%
TTC TORO CO 0.6%
Value ($000) $1,015 Shares 9,983 Est. Cost $39.50 Unrealized +159.6%
XIFR NEXTERA ENERGY PARTNERS LP 0.5%
Value ($000) $960 Shares 16,375 Est. Cost $70.00 Unrealized -14.1%
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $948 Shares 2,138 Est. Cost $297.57 Unrealized
TKR TIMKEN CO 0.5%
Value ($000) $919 Shares 12,513 Est. Cost $41.15 Unrealized +91.6%
AMZN AMAZON COM INC 0.5%
Value ($000) $877 Shares 6,727 Est. Cost $125.93 Unrealized -9.3%
CLX CLOROX CO DEL 0.5%
Value ($000) $843 Shares 5,300 Est. Cost $76.97 Unrealized +91.7%
COOPER COS INC 0.5%
Value ($000) $817 Shares 2,131 Est. Cost $145.65 Unrealized
DHR DANAHER CORPORATION 0.5%
Value ($000) $803 Shares 3,344 Est. Cost $135.53 Unrealized +54.0%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $756 Shares 1,787 Est. Cost $21.42 Unrealized +54.9%
CVS CVS HEALTH CORP 0.4%
Value ($000) $723 Shares 10,454 Est. Cost $60.44 Unrealized +6.4%
MCD MCDONALDS CORP 0.4%
Value ($000) $722 Shares 2,421 Est. Cost $174.64 Unrealized +56.4%
DXCM DEXCOM INC 0.4%
Value ($000) $673 Shares 5,235 Est. Cost $88.21 Unrealized +37.1%
TXN TEXAS INSTRS INC 0.4%
Value ($000) $672 Shares 3,735 Est. Cost $67.62 Unrealized +135.3%
LLY LILLY ELI & CO 0.4%
Value ($000) $661 Shares 1,409 Est. Cost $168.64 Unrealized +144.0%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $644 Shares 8,360 Est. Cost $50.83 Unrealized +43.5%
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $626 Shares 3,854 Est. Cost $110.62 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.3%
Value ($000) $588 Shares 8,160 Est. Cost $27.12 Unrealized +146.2%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $568 Shares 8,517 Est. Cost $46.42 Unrealized +46.5%
DT DYNATRACE INC 0.3%
Value ($000) $515 Shares 10,012 Est. Cost $39.35 Unrealized +19.1%
PWR QUANTA SVCS INC 0.3%
Value ($000) $511 Shares 2,600 Est. Cost $105.37 Unrealized +65.1%
NVS NOVARTIS AG 0.3%
Value ($000) $506 Shares 5,016 Est. Cost $86.65 Unrealized
FLEX FLEX LTD 0.3%
Value ($000) $467 Shares 16,900 Est. Cost $15.36 Unrealized +16.1%
IHAK ISHARES TR 0.3%
Value ($000) $452 Shares 11,950 Est. Cost $34.15 Unrealized
KMB KIMBERLY-CLARK CORP 0.3%
Value ($000) $451 Shares 3,267 Est. Cost $82.72 Unrealized +52.0%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $429 Shares 4,785 Est. Cost $57.00 Unrealized +49.4%
KWR QUAKER HOUGHTON 0.2%
Value ($000) $429 Shares 2,200 Est. Cost $103.51 Unrealized +89.0%
BX BLACKSTONE INC 0.2%
Value ($000) $428 Shares 4,600 Est. Cost $39.97 Unrealized +100.6%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $425 Shares 2,450 Est. Cost $112.71 Unrealized +40.9%
LIT GLOBAL X FDS 0.2%
Value ($000) $397 Shares 6,100 Est. Cost $72.64 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value ($000) $382 Shares 400 Est. Cost $15.48 Unrealized +294.4%
FAS DIREXION SHS ETF TR 0.2%
Value ($000) $381 Shares 6,000 Est. Cost $43.73 Unrealized
EL LAUDER ESTEE COS INC 0.2%
Value ($000) $369 Shares 1,880 Est. Cost $124.74 Unrealized +61.6%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $350 Shares 2,015 Est. Cost $91.38 Unrealized +83.6%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.2%
Value ($000) $341 Shares 5,450 Est. Cost $33.81 Unrealized +68.9%
LNT ALLIANT ENERGY CORP 0.2%
Value ($000) $333 Shares 6,350 Est. Cost $43.20 Unrealized +13.6%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $332 Shares 3,092 Est. Cost $58.68 Unrealized +69.7%
T AT&T INC 0.2%
Value ($000) $323 Shares 20,280 Est. Cost $15.93 Unrealized -7.1%
CPRX CATALYST PHARMACEUTICALS INC 0.2%
Value ($000) $315 Shares 23,450 Est. Cost $15.49 Unrealized -7.1%
MDT MEDTRONIC PLC 0.2%
Value ($000) $313 Shares 3,558 Est. Cost $81.21 Unrealized -2.3%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $309 Shares 785 Est. Cost $200.14 Unrealized +84.8%
ED CONSOLIDATED EDISON INC 0.2%
Value ($000) $307 Shares 3,400 Est. Cost $43.62 Unrealized +100.1%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $303 Shares 1,609 Est. Cost $38.81 Unrealized +339.2%
STM STMICROELECTRONICS N V 0.2%
Value ($000) $300 Shares 6,000 Est. Cost $53.49 Unrealized
FISV FISERV INC 0.2%
Value ($000) $300 Shares 2,376 Est. Cost $58.64 Unrealized +100.8%
CSX CSX CORP 0.2%
Value ($000) $286 Shares 8,400 Est. Cost $15.02 Unrealized +102.7%
WMT WALMART INC 0.2%
Value ($000) $282 Shares 1,796 Est. Cost $38.64 Unrealized +26.7%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $268 Shares 17,500 Est. Cost $11.37 Unrealized 0.0%
GPC GENUINE PARTS CO 0.1%
Value ($000) $254 Shares 1,500 Est. Cost $76.75 Unrealized +97.1%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $253 Shares 1,740 Est. Cost $115.65 Unrealized +12.1%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $251 Shares 5,056 Est. Cost $33.90 Unrealized +25.4%
SYY SYSCO CORP 0.1%
Value ($000) $242 Shares 3,266 Est. Cost $68.84 Unrealized -0.4%
DIS DISNEY WALT CO 0.1%
Value ($000) $242 Shares 2,713 Est. Cost $103.14 Unrealized -10.3%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $242 Shares 654 Est. Cost $231.10 Unrealized
OGE OGE ENERGY CORP 0.1%
Value ($000) $237 Shares 6,600 Est. Cost $32.74 Unrealized +12.5%
GTLB GITLAB INC 0.1%
Value ($000) $230 Shares 4,500 Est. Cost $37.16 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $230 Shares 1,044 Est. Cost $107.48 Unrealized
HEI HEICO CORP NEW 0.1%
Value ($000) $229 Shares 1,295 Est. Cost $58.98 Unrealized +185.8%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $223 Shares 466 Est. Cost $442.79 Unrealized
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $221 Shares 2,200 Est. Cost $44.68 Unrealized +104.3%
CSCO CISCO SYS INC 0.1%
Value ($000) $212 Shares 4,100 Est. Cost $38.73 Unrealized +17.5%
DEO DIAGEO PLC 0.1%
Value ($000) $208 Shares 1,200 Est. Cost $128.70 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $205 Shares 4,923 Est. Cost $28.19 Unrealized +30.0%
SOXQ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $197 Shares 6,801 Est. Cost $28.93 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $190 Shares 2,969 Est. Cost $47.09 Unrealized +25.2%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $188 Shares 1,050 Est. Cost $123.03 Unrealized +25.6%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $183 Shares 2,900 Est. Cost $57.69 Unrealized +10.0%
LOW LOWES COS INC 0.1%
Value ($000) $181 Shares 800 Est. Cost $71.42 Unrealized +176.9%
ENS ENERSYS 0.1%
Value ($000) $179 Shares 1,650 Est. Cost $62.40 Unrealized +42.7%
CFG CITIZENS FINL GROUP INC 0.1%
Value ($000) $170 Shares 6,500 Est. Cost $24.48 Unrealized 0.0%
UNFI UNITED NAT FOODS INC 0.1%
Value ($000) $161 Shares 8,230 Est. Cost $36.45 Unrealized -31.1%
EOG EOG RES INC 0.1%
Value ($000) $160 Shares 1,400 Est. Cost $71.06 Unrealized +47.0%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $147 Shares 650 Est. Cost $77.36 Unrealized +158.9%
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $137 Shares 450 Est. Cost $129.56 Unrealized +110.0%
GOOGL ALPHABET INC 0.1%
Value ($000) $135 Shares 1,127 Est. Cost $106.47 Unrealized +7.3%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $126 Shares 800 Est. Cost $92.07 Unrealized +55.6%
VECO VEECO INSTRS INC DEL 0.1%
Value ($000) $123 Shares 4,800 Est. Cost $21.99 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $117 Shares 1,275 Est. Cost $52.52 Unrealized +44.6%
INTC INTEL CORP 0.1%
Value ($000) $117 Shares 3,500 Est. Cost $35.68 Unrealized -13.9%
USB US BANCORP DEL 0.1%
Value ($000) $116 Shares 3,500 Est. Cost $32.57 Unrealized -12.8%
MMM 3M CO 0.1%
Value ($000) $114 Shares 1,138 Est. Cost $87.75 Unrealized -11.6%
URI UNITED RENTALS INC 0.1%
Value ($000) $111 Shares 250 Est. Cost $127.78 Unrealized +182.5%
META META PLATFORMS INC 0.1%
Value ($000) $111 Shares 386 Est. Cost $196.80 Unrealized +24.5%
ZTS ZOETIS INC 0.1%
Value ($000) $106 Shares 614 Est. Cost $120.76 Unrealized +39.2%
EMR EMERSON ELEC CO 0.1%
Value ($000) $105 Shares 1,162 Est. Cost $52.58 Unrealized +52.3%
BAC BANK AMERICA CORP 0.1%
Value ($000) $105 Shares 3,644 Est. Cost $29.00 Unrealized -8.2%
SO SOUTHERN CO 0.1%
Value ($000) $102 Shares 1,450 Est. Cost $53.14 Unrealized +22.9%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $96 Shares 905 Est. Cost $89.01 Unrealized
CTVA CORTEVA INC 0.1%
Value ($000) $95 Shares 1,653 Est. Cost $25.18 Unrealized +124.9%
DIREXION SHS ETF TR 0.1%
Value ($000) $92 Shares 4,200 Est. Cost $27.38 Unrealized
CWST CASELLA WASTE SYS INC 0.1%
Value ($000) $90 Shares 1,000 Est. Cost $77.91 Unrealized +14.5%
BA BOEING CO 0.0%
Value ($000) $87 Shares 476 Est. Cost $204.52 Unrealized +1.6%
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $86 Shares 1,900 Est. Cost $38.29 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $86 Shares 1,388 Est. Cost $45.35 Unrealized +19.4%
WPC WP CAREY INC 0.0%
Value ($000) $84 Shares 1,238 Est. Cost $78.16 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $82 Shares 860 Est. Cost $64.65 Unrealized +37.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $82 Shares 717 Est. Cost $117.04 Unrealized -11.1%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $80 Shares 250 Est. Cost $125.45 Unrealized +130.5%
GMAB GENMAB A/S 0.0%
Value ($000) $80 Shares 2,100 Est. Cost $35.32 Unrealized
GNW GENWORTH FINL INC 0.0%
Value ($000) $76 Shares 15,190 Est. Cost $16.05 Unrealized -65.9%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $74 Shares 833 Est. Cost $50.53 Unrealized +59.6%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $73 Shares 1,951 Est. Cost $31.37 Unrealized -0.5%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $72 Shares 1,494 Est. Cost $45.05 Unrealized +0.9%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $72 Shares 100 Est. Cost $410.21 Unrealized +86.9%
CLVT CLARIVATE PLC 0.0%
Value ($000) $71 Shares 7,500 Est. Cost $8.48 Unrealized 0.0%
CB CHUBB LIMITED 0.0%
Value ($000) $70 Shares 361 Est. Cost $112.30 Unrealized +69.1%
NOBL PROSHARES TR 0.0%
Value ($000) $69 Shares 732 Est. Cost $86.84 Unrealized
GNK GENCO SHIPPING & TRADING LTD 0.0%
Value ($000) $69 Shares 4,900 Est. Cost $14.38 Unrealized 0.0%
DIAMOND OFFSHORE DRILLING IN 0.0%
Value ($000) $67 Shares 4,700 Est. Cost $14.24 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $66 Shares 1,100 Est. Cost $54.09 Unrealized
NE NOBLE CORP PLC 0.0%
Value ($000) $66 Shares 1,600 Est. Cost $33.61 Unrealized 0.0%
IVV ISHARES TR 0.0%
Value ($000) $66 Shares 148 Est. Cost $430.07 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $65 Shares 600 Est. Cost $38.96 Unrealized +150.8%
EBAY EBAY INC. 0.0%
Value ($000) $65 Shares 1,450 Est. Cost $21.08 Unrealized +100.3%
HRMY HARMONY BIOSCIENCES HLDGS IN 0.0%
Value ($000) $63 Shares 1,800 Est. Cost $40.56 Unrealized -14.9%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $63 Shares 441 Est. Cost $135.72 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $60 Shares 549 Est. Cost $79.17 Unrealized +0.8%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $60 Shares 300 Est. Cost $213.33 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $60 Shares 500 Est. Cost $70.16 Unrealized +43.1%
MTUS TIMKENSTEEL CORPORATION 0.0%
Value ($000) $59 Shares 2,756 Est. Cost $45.14 Unrealized -59.9%
SDY SPDR SER TR 0.0%
Value ($000) $58 Shares 475 Est. Cost $77.14 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $58 Shares 412 Est. Cost $135.28 Unrealized -3.2%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $58 Shares 800 Est. Cost $32.57 Unrealized +86.7%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $57 Shares 650 Est. Cost $43.06 Unrealized +95.2%
JBL JABIL INC 0.0%
Value ($000) $54 Shares 500 Est. Cost $57.93 Unrealized +51.0%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $53 Shares 850 Est. Cost $47.06 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $53 Shares 273 Est. Cost $134.04 Unrealized +32.9%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $53 Shares 138 Est. Cost $277.09 Unrealized +28.0%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $52 Shares 3,125 Est. Cost $115.22 Unrealized -87.9%
POR PORTLAND GEN ELEC CO 0.0%
Value ($000) $52 Shares 1,100 Est. Cost $30.28 Unrealized +44.4%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $51 Shares 105 Est. Cost $441.25 Unrealized -8.7%
MET METLIFE INC 0.0%
Value ($000) $51 Shares 900 Est. Cost $31.21 Unrealized +64.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $51 Shares 504 Est. Cost $61.86 Unrealized
NET CLOUDFLARE INC 0.0%
Value ($000) $49 Shares 750 Est. Cost $59.68 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value ($000) $46 Shares 990 Est. Cost $52.75 Unrealized -19.0%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $45 Shares 480 Est. Cost $82.95 Unrealized +4.8%
GLW CORNING INC 0.0%
Value ($000) $45 Shares 1,300 Est. Cost $26.89 Unrealized +13.8%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $44 Shares 500 Est. Cost $46.99 Unrealized +56.4%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $44 Shares 200 Est. Cost $63.14 Unrealized +222.0%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $44 Shares 155 Est. Cost $111.11 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $44 Shares 4,191 Est. Cost $10.18 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $43 Shares 329 Est. Cost $108.38 Unrealized +11.6%
GOOG ALPHABET INC 0.0%
Value ($000) $41 Shares 340 Est. Cost $101.62 Unrealized +13.1%
ENB ENBRIDGE INC 0.0%
Value ($000) $41 Shares 1,100 Est. Cost $28.47 Unrealized +12.6%
KELLOGG CO 0.0%
Value ($000) $40 Shares 600 Est. Cost $50.78 Unrealized +14.8%
GIS GENERAL MLS INC 0.0%
Value ($000) $40 Shares 525 Est. Cost $72.80 Unrealized +6.4%
DVA DAVITA INC 0.0%
Value ($000) $40 Shares 400 Est. Cost $67.03 Unrealized +38.4%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $39 Shares 75 Est. Cost $419.92 Unrealized +27.5%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $39 Shares 400 Est. Cost $47.51 Unrealized -0.7%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $38 Shares 150 Est. Cost $48.98 Unrealized +112.4%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $38 Shares 300 Est. Cost $122.62 Unrealized +2.7%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $38 Shares 150 Est. Cost $111.59 Unrealized +96.8%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $27.16 Unrealized +8.6%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $36 Shares 499 Est. Cost $27.52 Unrealized -1.2%
VCYT VERACYTE INC 0.0%
Value ($000) $36 Shares 1,400 Est. Cost $33.67 Unrealized -28.0%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $35 Shares 510 Est. Cost $120.29 Unrealized -44.4%
MS MORGAN STANLEY 0.0%
Value ($000) $34 Shares 400 Est. Cost $70.14 Unrealized +11.7%
FTV FORTIVE CORP 0.0%
Value ($000) $34 Shares 450 Est. Cost $31.86 Unrealized +56.7%
PAYX PAYCHEX INC 0.0%
Value ($000) $34 Shares 300 Est. Cost $75.70 Unrealized +33.5%
OTEX OPEN TEXT CORP 0.0%
Value ($000) $33 Shares 800 Est. Cost $23.41 Unrealized +57.6%
QCOM QUALCOMM INC 0.0%
Value ($000) $33 Shares 279 Est. Cost $106.81 Unrealized +1.4%
CAT CATERPILLAR INC 0.0%
Value ($000) $32 Shares 132 Est. Cost $184.41 Unrealized +15.9%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $31 Shares 90 Est. Cost $247.48 Unrealized
APTIV PLC 0.0%
Value ($000) $31 Shares 300 Est. Cost $111.60 Unrealized
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $30 Shares 300 Est. Cost $95.83 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $30 Shares 302 Est. Cost $93.84 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $30 Shares 201 Est. Cost $150.46 Unrealized -7.4%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $29 Shares 220 Est. Cost $88.08 Unrealized +41.9%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $29 Shares 425 Est. Cost $51.32 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $28 Shares 430 Est. Cost $45.99 Unrealized
NKE NIKE INC 0.0%
Value ($000) $28 Shares 254 Est. Cost $128.29 Unrealized -13.2%
VTRS VIATRIS INC 0.0%
Value ($000) $28 Shares 2,802 Est. Cost $12.72 Unrealized -33.4%
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $28 Shares 530 Est. Cost $55.08 Unrealized -10.8%
DOW DOW INC 0.0%
Value ($000) $27 Shares 499 Est. Cost $37.22 Unrealized +21.6%
IHI ISHARES TR 0.0%
Value ($000) $25 Shares 450 Est. Cost $107.41 Unrealized
CPK CHESAPEAKE UTILS CORP 0.0%
Value ($000) $25 Shares 206 Est. Cost $122.43 Unrealized -2.5%
PSI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $24 Shares 175 Est. Cost $128.49 Unrealized
DGII DIGI INTL INC 0.0%
Value ($000) $24 Shares 600 Est. Cost $38.50 Unrealized -10.6%
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $24 Shares 155 Est. Cost $103.61 Unrealized +30.7%
CMS CMS ENERGY CORP 0.0%
Value ($000) $24 Shares 400 Est. Cost $19.34 Unrealized +187.1%
WU WESTERN UN CO 0.0%
Value ($000) $23 Shares 2,000 Est. Cost $19.00 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $23 Shares 190 Est. Cost $102.98 Unrealized +9.6%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $23 Shares 300 Est. Cost $72.27 Unrealized +5.9%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $22 Shares 75 Est. Cost $99.34 Unrealized +167.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $22 Shares 500 Est. Cost $40.06 Unrealized -0.4%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $22 Shares 300 Est. Cost $52.52 Unrealized
RING ISHARES INC 0.0%
Value ($000) $22 Shares 950 Est. Cost $29.66 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $22 Shares 500 Est. Cost $26.25 Unrealized +76.9%
IJH ISHARES TR 0.0%
Value ($000) $21 Shares 80 Est. Cost $161.86 Unrealized
NEO NEOGENOMICS INC 0.0%
Value ($000) $21 Shares 1,300 Est. Cost $20.51 Unrealized -19.6%
MSB MESABI TR 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $23.00 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $20 Shares 330 Est. Cost $31.92 Unrealized +64.7%
DDOG DATADOG INC 0.0%
Value ($000) $20 Shares 200 Est. Cost $92.16 Unrealized -9.3%
SEAGEN INC 0.0%
Value ($000) $19 Shares 100 Est. Cost $180.00 Unrealized
ERIC ERICSSON 0.0%
Value ($000) $19 Shares 3,500 Est. Cost $10.14 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $19 Shares 200 Est. Cost $31.13 Unrealized +203.5%
WELL WELLTOWER INC 0.0%
Value ($000) $19 Shares 230 Est. Cost $55.96 Unrealized +29.8%
ZIM ZIM INTEGRATED SHIPPING SERV 0.0%
Value ($000) $19 Shares 1,500 Est. Cost $47.37 Unrealized -66.0%
AGNC AGNC INVT CORP 0.0%
Value ($000) $18 Shares 1,730 Est. Cost $21.97 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $17 Shares 100 Est. Cost $124.44 Unrealized
AMPH AMPHASTAR PHARMACEUTICALS IN 0.0%
Value ($000) $17 Shares 300 Est. Cost $44.33 Unrealized 0.0%
WMB WILLIAMS COS INC 0.0%
Value ($000) $17 Shares 525 Est. Cost $25.54 Unrealized +4.8%
DFAU DIMENSIONAL ETF TRUST 0.0%
Value ($000) $17 Shares 550 Est. Cost $27.27 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $17 Shares 500 Est. Cost $28.90 Unrealized +8.6%
KMX CARMAX INC 0.0%
Value ($000) $17 Shares 200 Est. Cost $133.08 Unrealized -45.0%
PAG PENSKE AUTOMOTIVE GRP INC 0.0%
Value ($000) $17 Shares 100 Est. Cost $46.44 Unrealized +212.4%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $16 Shares 168 Est. Cost $80.97 Unrealized +4.3%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $16 Shares 620 Est. Cost $23.72 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $16 Shares 100 Est. Cost $120.00 Unrealized
ARISTA NETWORKS INC 0.0%
Value ($000) $16 Shares 100 Est. Cost $162.06 Unrealized
KEY KEYCORP 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $8.72 Unrealized +3.3%
CRM SALESFORCE INC 0.0%
Value ($000) $16 Shares 75 Est. Cost $201.68 Unrealized 0.0%
EVRG EVERGY INC 0.0%
Value ($000) $16 Shares 269 Est. Cost $40.03 Unrealized +34.7%
GDL FD 0.0%
Value ($000) $16 Shares 2,000 Est. Cost $8.75 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $15 Shares 280 Est. Cost $55.36 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $15 Shares 300 Est. Cost $49.57 Unrealized 0.0%
HDV ISHARES TR 0.0%
Value ($000) $15 Shares 150 Est. Cost $73.33 Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $15 Shares 100 Est. Cost $421.57 Unrealized -73.0%
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $11.11 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $98.17 Unrealized +49.9%
RITE AID CORP 0.0%
Value ($000) $14 Shares 9,497 Est. Cost $8.01 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $14 Shares 100 Est. Cost $60.09 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $14 Shares 170 Est. Cost $87.47 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $14 Shares 600 Est. Cost $24.89 Unrealized
HOV HOVNANIAN ENTERPRISES INC 0.0%
Value ($000) $13 Shares 130 Est. Cost $16.26 Unrealized +406.9%
ROKU ROKU INC 0.0%
Value ($000) $13 Shares 200 Est. Cost $149.27 Unrealized -59.3%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $13 Shares 100 Est. Cost $103.52 Unrealized +14.0%
COKE COCA COLA CONS INC 0.0%
Value ($000) $13 Shares 20 Est. Cost $23.72 Unrealized +152.2%
EXC EXELON CORP 0.0%
Value ($000) $12 Shares 300 Est. Cost $16.61 Unrealized +125.5%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $12 Shares 960 Est. Cost $8.33 Unrealized
ALLY ALLY FINL INC 0.0%
Value ($000) $12 Shares 450 Est. Cost $40.90 Unrealized -41.0%
MRNA MODERNA INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $163.51 Unrealized -18.4%
CC CHEMOURS CO 0.0%
Value ($000) $12 Shares 323 Est. Cost $8.33 Unrealized +230.6%
FDL FIRST TR MORNINGSTAR DIVID L 0.0%
Value ($000) $12 Shares 350 Est. Cost $23.85 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $12 Shares 2,500 Est. Cost $3.91 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $12 Shares 50 Est. Cost $217.63 Unrealized 0.0%
DVY ISHARES TR 0.0%
Value ($000) $11 Shares 100 Est. Cost $74.55 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $11 Shares 559 Est. Cost $17.89 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $11 Shares 50 Est. Cost $127.52 Unrealized +67.5%
IJR ISHARES TR 0.0%
Value ($000) $11 Shares 109 Est. Cost $110.09 Unrealized
QQQJ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $10 Shares 400 Est. Cost $32.51 Unrealized
DAVA ENDAVA PLC 0.0%
Value ($000) $10 Shares 200 Est. Cost $37.50 Unrealized
CGW INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $10 Shares 200 Est. Cost $54.41 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $10 Shares 36 Est. Cost $305.56 Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $10 Shares 69 Est. Cost $126.61 Unrealized +8.4%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $10 Shares 200 Est. Cost $71.80 Unrealized -37.2%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $9 Shares 69 Est. Cost $127.43 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $9 Shares 50 Est. Cost $158.57 Unrealized -53.0%
BMO BANK MONTREAL QUE 0.0%
Value ($000) $9 Shares 100 Est. Cost $55.44 Unrealized +42.6%
QQEW FIRST TR NAS100 EQ WEIGHTED 0.0%
Value ($000) $9 Shares 80 Est. Cost $100.65 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $8 Shares 118 Est. Cost $63.67 Unrealized +3.7%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $8 Shares 31 Est. Cost $181.15 Unrealized +33.6%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $8 Shares 100 Est. Cost $77.51 Unrealized 0.0%
CHIMERA INVT CORP 0.0%
Value ($000) $8 Shares 1,385 Est. Cost $18.77 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $8 Shares 100 Est. Cost $75.21 Unrealized -24.8%
CHWY CHEWY INC 0.0%
Value ($000) $8 Shares 200 Est. Cost $43.62 Unrealized -20.2%
MTDR MATADOR RES CO 0.0%
Value ($000) $8 Shares 150 Est. Cost $56.24 Unrealized -14.1%
SBUX STARBUCKS CORP 0.0%
Value ($000) $8 Shares 79 Est. Cost $68.54 Unrealized +41.9%
CI THE CIGNA GROUP 0.0%
Value ($000) $8 Shares 27 Est. Cost $244.64 Unrealized +1.4%
GLD SPDR GOLD TR 0.0%
Value ($000) $7 Shares 42 Est. Cost $153.69 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $7 Shares 50 Est. Cost $100.00 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $7 Shares 90 Est. Cost $77.68 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $7 Shares 65 Est. Cost $127.56 Unrealized -19.7%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $7 Shares 82 Est. Cost $51.61 Unrealized
EARTHSTONE ENERGY INC 0.0%
Value ($000) $7 Shares 500 Est. Cost $13.01 Unrealized
HR HEALTHCARE RLTY TR 0.0%
Value ($000) $7 Shares 377 Est. Cost $21.22 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $7 Shares 16 Est. Cost $263.72 Unrealized +67.8%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $7 Shares 45 Est. Cost $125.31 Unrealized +10.5%
MTB M & T BK CORP 0.0%
Value ($000) $7 Shares 53 Est. Cost $149.08 Unrealized -25.8%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $7 Shares 36 Est. Cost $166.67 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $7 Shares 34 Est. Cost $93.73 Unrealized +84.3%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $6 Shares 200 Est. Cost $32.84 Unrealized -11.4%
SBH SALLY BEAUTY HLDGS INC 0.0%
Value ($000) $6 Shares 500 Est. Cost $29.05 Unrealized -56.3%
GLP GLOBAL PARTNERS LP 0.0%
Value ($000) $6 Shares 200 Est. Cost $10.00 Unrealized
REGL PROSHARES TR 0.0%
Value ($000) $6 Shares 85 Est. Cost $70.75 Unrealized
NGVT INGEVITY CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $49.91 Unrealized +20.2%
QDF FLEXSHARES TR 0.0%
Value ($000) $6 Shares 100 Est. Cost $34.29 Unrealized
TER TERADYNE INC 0.0%
Value ($000) $6 Shares 50 Est. Cost $84.55 Unrealized +17.2%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $6 Shares 100 Est. Cost $54.12 Unrealized
CBNK CAPITAL BANCORP INC MD 0.0%
Value ($000) $5 Shares 300 Est. Cost $15.40 Unrealized +6.5%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $5 Shares 48 Est. Cost $52.37 Unrealized +84.1%
TWO TWO HBRS INVT CORP 0.0%
Value ($000) $5 Shares 375 Est. Cost $15.77 Unrealized
FUTU FUTU HLDGS LTD 0.0%
Value ($000) $5 Shares 125 Est. Cost $34.23 Unrealized
CLNE CLEAN ENERGY FUELS CORP 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $3.82 Unrealized +14.8%
TJX TJX COS INC NEW 0.0%
Value ($000) $5 Shares 58 Est. Cost $69.50 Unrealized +9.6%
ZYXIQ ZYNEX INC 0.0%
Value ($000) $5 Shares 500 Est. Cost $16.74 Unrealized -38.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $5 Shares 10 Est. Cost $460.60 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $40.42 Unrealized +0.9%
ALKS ALKERMES PLC 0.0%
Value ($000) $4 Shares 150 Est. Cost $26.29 Unrealized +15.2%
BITO PROSHARES TR 0.0%
Value ($000) $4 Shares 250 Est. Cost $28.00 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $4 Shares 25 Est. Cost $159.90 Unrealized -9.4%
WCBR WISDOMTREE TR 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
NINEQ NINE ENERGY SERVICE INC 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $10.34 Unrealized -62.7%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $4 Shares 31 Est. Cost $121.27 Unrealized -22.1%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $4 Shares 28 Est. Cost $174.29 Unrealized -36.7%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $4 Shares 112 Est. Cost $31.60 Unrealized -3.9%
DOCS DOXIMITY INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $73.14 Unrealized -54.5%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 44 Est. Cost $79.55 Unrealized
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 65 Est. Cost $61.54 Unrealized
PIMCO INCOME STRATEGY FD II 0.0%
Value ($000) $3 Shares 300 Est. Cost $10.43 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $3 Shares 7 Est. Cost $214.77 Unrealized +76.7%
KAMAN CORP 0.0%
Value ($000) $3 Shares 120 Est. Cost $22.30 Unrealized
HYMB SPDR SER TR 0.0%
Value ($000) $3 Shares 116 Est. Cost $38.38 Unrealized
REET ISHARES TR 0.0%
Value ($000) $3 Shares 126 Est. Cost $27.40 Unrealized
BXP BOSTON PROPERTIES INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $87.44 Unrealized -49.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $3 Shares 53 Est. Cost $42.02 Unrealized +24.3%
IWP ISHARES TR 0.0%
Value ($000) $3 Shares 28 Est. Cost $107.14 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 52 Est. Cost $38.46 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $2 Shares 69 Est. Cost $32.20 Unrealized +4.3%
IWM ISHARES TR 0.0%
Value ($000) $2 Shares 13 Est. Cost $185.03 Unrealized
OUTFRONT MEDIA INC 0.0%
Value ($000) $2 Shares 150 Est. Cost $26.67 Unrealized
PAAS PAN AMERN SILVER CORP 0.0%
Value ($000) $2 Shares 159 Est. Cost $16.52 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $2 Shares 23 Est. Cost $44.62 Unrealized +80.6%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $2 Shares 25 Est. Cost $225.68 Unrealized
VMWARE INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $153.85 Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $2 Shares 37 Est. Cost $51.06 Unrealized 0.0%
ALEC ALECTOR INC 0.0%
Value ($000) $2 Shares 300 Est. Cost $18.05 Unrealized -61.3%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $151.82 Unrealized +16.5%
AA ALCOA CORP 0.0%
Value ($000) $2 Shares 51 Est. Cost $47.68 Unrealized -26.3%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $18.49 Unrealized -64.7%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 38 Est. Cost $40.00 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $2 Shares 23 Est. Cost $69.63 Unrealized -15.7%
NWPX NORTHWEST PIPE CO 0.0%
Value ($000) $2 Shares 50 Est. Cost $35.33 Unrealized -19.6%
F FORD MTR CO DEL 0.0%
Value ($000) $1 Shares 98 Est. Cost $10.69 Unrealized 0.0%
CDXS CODEXIS INC 0.0%
Value ($000) $1 Shares 500 Est. Cost $12.46 Unrealized -74.0%
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $1 Shares 45 Est. Cost $49.24 Unrealized -36.1%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $14.23 Unrealized -8.8%
VIRGIN GALACTIC HOLDINGS INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $15.00 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 51 Est. Cost $22.36 Unrealized -14.6%
NG NOVAGOLD RES INC 0.0%
Value ($000) $1 Shares 249 Est. Cost $3.41 Unrealized +57.8%
ASIX ADVANSIX INC 0.0%
Value ($000) $1 Shares 28 Est. Cost $26.45 Unrealized +27.9%
INTF ISHARES TR 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.57 Unrealized
ALIT ALIGHT INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.04 Unrealized -15.6%
NFLX NETFLIX INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $53.04 Unrealized -30.6%
BWA BORGWARNER INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $37.80 Unrealized +4.9%
GEM GOLDMAN SACHS ETF TR 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $52.41 Unrealized -17.8%
PLUG PLUG POWER INC 0.0%
Value ($000) $1 Shares 80 Est. Cost $22.69 Unrealized -59.9%
HPQ HP INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $32.03 Unrealized -15.3%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $1 Shares 9 Est. Cost $79.45 Unrealized 0.0%
LUCID GROUP INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $40.00 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
DBV TECHNOLOGIES S A 0.0%
Value ($000) $1 Shares 300 Est. Cost $10.77 Unrealized
ENDEAVOR GROUP HLDGS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $23.90 Unrealized
PARAMOUNT GLOBAL 0.0%
Value ($000) $0 Shares 29 Est. Cost $16.90 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $0 Shares 25 Est. Cost $13.35 Unrealized +6.4%
SLVM SYLVAMO CORP 0.0%
Value ($000) $0 Shares 9 Est. Cost $26.31 Unrealized +50.8%
DNOW NOW INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $33.16 Unrealized -69.7%
KOPN KOPIN CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $4.03 Unrealized -62.8%
BRAINSTORM CELL THERAPEUTICS 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
PSFE PAYSAFE LIMITED 0.0%
Value ($000) $0 Shares 13 Est. Cost $16.16 Unrealized -21.7%
CEL-SCI CORP 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
ZEVY LIGHTNING EMOTORS INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $4.53 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 39 Est. Cost $11.76 Unrealized -81.3%
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $48.25 Unrealized -30.3%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $10.08 Unrealized +34.3%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $32.58 Unrealized -23.6%
AURORA CANNABIS INC 0.0%
Value ($000) $0 Shares 83 Est. Cost $9.33 Unrealized
CANOPY GROWTH CORP 0.0%
Value ($000) $0 Shares 50 Est. Cost $29.58 Unrealized
NIKOLA CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized