MARK SHEPTOFF FINANCIAL PLANNING, LLC Diversified Active

CIK: 0001607355 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 9, 2024

Total Value ($000): $165,962 (100.0% shares, 0.0% debt)

Holdings (396)

MSFT MICROSOFT CORP 12.0%
Value ($000) $19,855 Shares 52,800 Est. Cost $91.64 Unrealized +282.3%
UNH UNITEDHEALTH GROUP INC 9.4%
Value ($000) $15,625 Shares 29,678 Est. Cost $77.62 Unrealized +558.8%
NEE NEXTERA ENERGY INC 7.1%
Value ($000) $11,854 Shares 195,164 Est. Cost $55.61 Unrealized -3.9%
AAPL APPLE INC 6.2%
Value ($000) $10,328 Shares 53,645 Est. Cost $89.42 Unrealized +104.4%
PEP PEPSICO INC 5.2%
Value ($000) $8,549 Shares 50,333 Est. Cost $62.18 Unrealized +147.3%
JNJ JOHNSON & JOHNSON 3.9%
Value ($000) $6,458 Shares 41,205 Est. Cost $85.15 Unrealized +68.6%
VEEV VEEVA SYS INC 3.2%
Value ($000) $5,368 Shares 27,882 Est. Cost $62.25 Unrealized +202.7%
ABT ABBOTT LABS 3.0%
Value ($000) $4,937 Shares 44,852 Est. Cost $42.05 Unrealized +128.5%
VRTX VERTEX PHARMACEUTICALS INC 2.8%
Value ($000) $4,596 Shares 11,296 Est. Cost $191.16 Unrealized +93.3%
ABBV ABBVIE INC 2.5%
Value ($000) $4,071 Shares 26,268 Est. Cost $49.54 Unrealized +174.0%
SJM SMUCKER J M CO 2.1%
Value ($000) $3,503 Shares 27,721 Est. Cost $77.90 Unrealized +37.1%
MDLZ MONDELEZ INTL INC 1.8%
Value ($000) $3,058 Shares 42,222 Est. Cost $29.18 Unrealized +120.4%
TSLA TESLA INC 1.8%
Value ($000) $3,029 Shares 12,190 Est. Cost $230.58 Unrealized +3.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.5%
Value ($000) $2,571 Shares 7,210 Est. Cost $131.76 Unrealized +166.4%
STZ CONSTELLATION BRANDS INC 1.5%
Value ($000) $2,494 Shares 10,315 Est. Cost $140.93 Unrealized +61.7%
V VISA INC 1.3%
Value ($000) $2,209 Shares 8,484 Est. Cost $96.95 Unrealized +150.3%
GD GENERAL DYNAMICS CORP 1.3%
Value ($000) $2,075 Shares 7,991 Est. Cost $117.48 Unrealized +99.4%
COST COSTCO WHSL CORP NEW 1.2%
Value ($000) $2,026 Shares 3,069 Est. Cost $175.18 Unrealized +227.4%
AWK AMERICAN WTR WKS CO INC NEW 1.2%
Value ($000) $1,996 Shares 15,120 Est. Cost $54.97 Unrealized +118.3%
RTX RTX CORPORATION 1.1%
Value ($000) $1,886 Shares 22,417 Est. Cost $86.27 Unrealized -12.3%
KO COCA COLA CO 1.1%
Value ($000) $1,827 Shares 31,006 Est. Cost $35.03 Unrealized +52.0%
IHAK ISHARES TR 0.8%
Value ($000) $1,377 Shares 30,302 Est. Cost $37.08 Unrealized
HD HOME DEPOT INC 0.8%
Value ($000) $1,366 Shares 3,942 Est. Cost $124.71 Unrealized +135.5%
RYAN RYAN SPECIALTY HOLDINGS INC 0.8%
Value ($000) $1,283 Shares 29,825 Est. Cost $32.92 Unrealized +37.0%
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $1,233 Shares 2,720 Est. Cost $195.40 Unrealized +113.6%
HRL HORMEL FOODS CORP 0.7%
Value ($000) $1,125 Shares 35,035 Est. Cost $26.80 Unrealized +12.7%
AMZN AMAZON COM INC 0.6%
Value ($000) $1,043 Shares 6,862 Est. Cost $127.92 Unrealized +9.6%
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $1,017 Shares 2,139 Est. Cost $297.57 Unrealized
MRK MERCK & CO INC 0.6%
Value ($000) $1,010 Shares 9,268 Est. Cost $78.02 Unrealized +24.1%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $992 Shares 6,772 Est. Cost $89.41 Unrealized +57.3%
TTC TORO CO 0.6%
Value ($000) $958 Shares 9,983 Est. Cost $39.50 Unrealized +116.9%
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $934 Shares 1,887 Est. Cost $26.37 Unrealized +75.6%
TKR TIMKEN CO 0.6%
Value ($000) $919 Shares 12,513 Est. Cost $41.15 Unrealized +78.8%
HON HONEYWELL INTL INC 0.5%
Value ($000) $867 Shares 4,136 Est. Cost $90.86 Unrealized +89.7%
DT DYNATRACE INC 0.5%
Value ($000) $839 Shares 15,350 Est. Cost $43.40 Unrealized +16.5%
LLY ELI LILLY & CO 0.5%
Value ($000) $821 Shares 1,409 Est. Cost $168.64 Unrealized +241.0%
COOPER COS INC 0.5%
Value ($000) $780 Shares 2,062 Est. Cost $145.65 Unrealized
CLX CLOROX CO DEL 0.4%
Value ($000) $727 Shares 5,100 Est. Cost $76.97 Unrealized +61.1%
MCD MCDONALDS CORP 0.4%
Value ($000) $713 Shares 2,405 Est. Cost $174.64 Unrealized +48.1%
DXCM DEXCOM INC 0.4%
Value ($000) $674 Shares 5,435 Est. Cost $88.98 Unrealized +14.8%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $659 Shares 8,264 Est. Cost $50.83 Unrealized +41.1%
VECO VEECO INSTRS INC DEL 0.4%
Value ($000) $650 Shares 20,950 Est. Cost $26.51 Unrealized +5.1%
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $640 Shares 3,755 Est. Cost $110.62 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.4%
Value ($000) $640 Shares 7,960 Est. Cost $27.12 Unrealized +167.2%
TXN TEXAS INSTRS INC 0.4%
Value ($000) $637 Shares 3,735 Est. Cost $67.62 Unrealized +115.2%
BX BLACKSTONE INC 0.4%
Value ($000) $602 Shares 4,600 Est. Cost $39.97 Unrealized +155.4%
PFE PFIZER INC 0.4%
Value ($000) $598 Shares 20,788 Est. Cost $32.42 Unrealized -18.6%
WMT WALMART INC 0.3%
Value ($000) $526 Shares 3,334 Est. Cost $44.72 Unrealized +15.5%
NVS NOVARTIS AG 0.3%
Value ($000) $506 Shares 5,016 Est. Cost $86.65 Unrealized
FAS DIREXION SHS ETF TR 0.3%
Value ($000) $496 Shares 6,000 Est. Cost $43.73 Unrealized
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $481 Shares 7,832 Est. Cost $46.42 Unrealized +23.1%
KWR QUAKER HOUGHTON 0.3%
Value ($000) $470 Shares 2,200 Est. Cost $103.51 Unrealized +66.5%
RIVN RIVIAN AUTOMOTIVE INC 0.3%
Value ($000) $450 Shares 19,175 Est. Cost $33.84 Unrealized -44.4%
FLEX FLEX LTD 0.3%
Value ($000) $439 Shares 14,400 Est. Cost $15.36 Unrealized +30.3%
AMPH AMPHASTAR PHARMACEUTICALS IN 0.3%
Value ($000) $433 Shares 7,000 Est. Cost $52.18 Unrealized +0.7%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $411 Shares 1,003 Est. Cost $293.22 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $397 Shares 3,267 Est. Cost $82.72 Unrealized +34.4%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $384 Shares 2,015 Est. Cost $91.38 Unrealized +82.4%
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value ($000) $380 Shares 400 Est. Cost $15.48 Unrealized +308.2%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $375 Shares 21,850 Est. Cost $17.52 Unrealized +1.7%
LOW LOWES COS INC 0.2%
Value ($000) $365 Shares 1,640 Est. Cost $144.92 Unrealized +34.4%
GTLB GITLAB INC 0.2%
Value ($000) $356 Shares 5,650 Est. Cost $39.70 Unrealized +27.3%
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $335 Shares 4,125 Est. Cost $66.62 Unrealized +7.7%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $335 Shares 785 Est. Cost $200.14 Unrealized +98.4%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $331 Shares 1,850 Est. Cost $112.71 Unrealized +44.1%
FISV FISERV INC 0.2%
Value ($000) $316 Shares 2,376 Est. Cost $58.64 Unrealized +109.3%
PWR QUANTA SVCS INC 0.2%
Value ($000) $313 Shares 1,450 Est. Cost $105.37 Unrealized +74.9%
ED CONSOLIDATED EDISON INC 0.2%
Value ($000) $309 Shares 3,400 Est. Cost $43.62 Unrealized +90.4%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $305 Shares 1,609 Est. Cost $38.81 Unrealized +381.7%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $299 Shares 2,992 Est. Cost $58.68 Unrealized +66.3%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $296 Shares 1,740 Est. Cost $115.65 Unrealized +25.3%
CSX CSX CORP 0.2%
Value ($000) $291 Shares 8,400 Est. Cost $15.02 Unrealized +105.5%
CVS CVS HEALTH CORP 0.2%
Value ($000) $290 Shares 3,672 Est. Cost $60.44 Unrealized +8.2%
LPG DORIAN LPG LTD 0.2%
Value ($000) $279 Shares 6,361 Est. Cost $26.90 Unrealized +38.2%
T AT&T INC 0.2%
Value ($000) $273 Shares 16,280 Est. Cost $15.93 Unrealized -10.7%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $270 Shares 2,785 Est. Cost $57.00 Unrealized +47.1%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $248 Shares 1,044 Est. Cost $107.48 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $245 Shares 4,000 Est. Cost $33.81 Unrealized +69.4%
MDT MEDTRONIC PLC 0.1%
Value ($000) $240 Shares 2,908 Est. Cost $81.21 Unrealized -12.0%
HEI HEICO CORP NEW 0.1%
Value ($000) $232 Shares 1,295 Est. Cost $58.98 Unrealized +187.1%
CELESTICA INC 0.1%
Value ($000) $231 Shares 7,900 Est. Cost $27.83 Unrealized
OGE OGE ENERGY CORP 0.1%
Value ($000) $231 Shares 6,600 Est. Cost $32.74 Unrealized +5.4%
XIFR NEXTERA ENERGY PARTNERS LP 0.1%
Value ($000) $226 Shares 7,425 Est. Cost $57.41 Unrealized -55.6%
SYY SYSCO CORP 0.1%
Value ($000) $224 Shares 3,066 Est. Cost $68.84 Unrealized -5.7%
IVV ISHARES TR 0.1%
Value ($000) $222 Shares 465 Est. Cost $430.86 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $216 Shares 4,923 Est. Cost $28.19 Unrealized +42.2%
AGI ALAMOS GOLD INC NEW 0.1%
Value ($000) $216 Shares 16,001 Est. Cost $12.97 Unrealized 0.0%
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $208 Shares 2,200 Est. Cost $44.68 Unrealized +99.8%
CSCO CISCO SYS INC 0.1%
Value ($000) $207 Shares 4,100 Est. Cost $38.73 Unrealized +23.9%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $202 Shares 1,380 Est. Cost $124.74 Unrealized +1.9%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $194 Shares 4,550 Est. Cost $35.90 Unrealized 0.0%
NE NOBLE CORP PLC 0.1%
Value ($000) $190 Shares 3,953 Est. Cost $40.16 Unrealized +2.6%
GPC GENUINE PARTS CO 0.1%
Value ($000) $189 Shares 1,367 Est. Cost $76.75 Unrealized +67.4%
DIS DISNEY WALT CO 0.1%
Value ($000) $189 Shares 2,091 Est. Cost $103.14 Unrealized -16.4%
DHR DANAHER CORPORATION 0.1%
Value ($000) $185 Shares 800 Est. Cost $135.53 Unrealized +55.2%
INTC INTEL CORP 0.1%
Value ($000) $176 Shares 3,500 Est. Cost $35.68 Unrealized +12.2%
DEO DIAGEO PLC 0.1%
Value ($000) $175 Shares 1,200 Est. Cost $128.70 Unrealized
EOG EOG RES INC 0.1%
Value ($000) $169 Shares 1,400 Est. Cost $71.06 Unrealized +62.6%
ENS ENERSYS 0.1%
Value ($000) $167 Shares 1,650 Est. Cost $62.40 Unrealized +44.3%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $165 Shares 1,050 Est. Cost $123.03 Unrealized +9.1%
FELV FIDELITY COVINGTON TRUST 0.1%
Value ($000) $163 Shares 6,061 Est. Cost $26.85 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $157 Shares 1,127 Est. Cost $106.47 Unrealized +25.2%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $154 Shares 650 Est. Cost $77.36 Unrealized +158.7%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $152 Shares 2,969 Est. Cost $47.09 Unrealized -0.2%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $150 Shares 1,017 Est. Cost $117.28 Unrealized +0.5%
CGUS CAPITAL GROUP CORE EQUITY ET 0.1%
Value ($000) $150 Shares 5,290 Est. Cost $25.11 Unrealized
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $146 Shares 2,850 Est. Cost $43.20 Unrealized +7.5%
URI UNITED RENTALS INC 0.1%
Value ($000) $143 Shares 250 Est. Cost $127.78 Unrealized +262.1%
META META PLATFORMS INC 0.1%
Value ($000) $137 Shares 386 Est. Cost $196.80 Unrealized +64.3%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $128 Shares 340 Est. Cost $342.62 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $128 Shares 960 Est. Cost $68.68 Unrealized +61.7%
GNK GENCO SHIPPING & TRADING LTD 0.1%
Value ($000) $126 Shares 7,600 Est. Cost $14.53 Unrealized 0.0%
MMM 3M CO 0.1%
Value ($000) $124 Shares 1,138 Est. Cost $87.75 Unrealized -13.9%
ZTS ZOETIS INC 0.1%
Value ($000) $121 Shares 614 Est. Cost $120.76 Unrealized +43.1%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $119 Shares 800 Est. Cost $92.07 Unrealized +49.7%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.1%
Value ($000) $108 Shares 5,300 Est. Cost $18.37 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $102 Shares 1,075 Est. Cost $52.52 Unrealized +52.0%
SO SOUTHERN CO 0.1%
Value ($000) $102 Shares 1,450 Est. Cost $53.14 Unrealized +20.0%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $101 Shares 905 Est. Cost $89.01 Unrealized
GNW GENWORTH FINL INC 0.1%
Value ($000) $101 Shares 15,090 Est. Cost $16.05 Unrealized -62.2%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $98 Shares 656 Est. Cost $139.99 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $97 Shares 1,388 Est. Cost $45.35 Unrealized +33.1%
EMR EMERSON ELEC CO 0.1%
Value ($000) $96 Shares 1,000 Est. Cost $52.58 Unrealized +67.5%
DIREXION SHS ETF TR 0.1%
Value ($000) $92 Shares 4,200 Est. Cost $27.38 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $91 Shares 648 Est. Cost $103.58 Unrealized +20.4%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $88 Shares 100 Est. Cost $410.21 Unrealized +99.6%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $88 Shares 501 Est. Cost $187.92 Unrealized -4.3%
BA BOEING CO 0.1%
Value ($000) $87 Shares 476 Est. Cost $204.52 Unrealized +4.6%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $85 Shares 273 Est. Cost $197.62 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $82 Shares 361 Est. Cost $112.30 Unrealized +90.3%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $81 Shares 300 Est. Cost $129.56 Unrealized +87.5%
CTVA CORTEVA INC 0.0%
Value ($000) $79 Shares 1,653 Est. Cost $25.18 Unrealized +84.8%
GOOG ALPHABET INC 0.0%
Value ($000) $76 Shares 540 Est. Cost $113.86 Unrealized +18.3%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $75 Shares 833 Est. Cost $50.53 Unrealized +58.8%
GOVT ISHARES TR 0.0%
Value ($000) $74 Shares 3,192 Est. Cost $23.04 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $71 Shares 450 Est. Cost $151.38 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $71 Shares 600 Est. Cost $38.96 Unrealized +177.0%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $70 Shares 549 Est. Cost $79.17 Unrealized +15.5%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $69 Shares 136 Est. Cost $442.79 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $69 Shares 1,827 Est. Cost $31.37 Unrealized -1.2%
QQEW FIRST TR NAS100 EQ WEIGHTED 0.0%
Value ($000) $68 Shares 580 Est. Cost $115.13 Unrealized
NOBL PROSHARES TR 0.0%
Value ($000) $67 Shares 699 Est. Cost $86.84 Unrealized
MTUS TIMKENSTEEL CORPORATION 0.0%
Value ($000) $65 Shares 2,756 Est. Cost $45.14 Unrealized -53.5%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $64 Shares 300 Est. Cost $213.33 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $63 Shares 105 Est. Cost $441.25 Unrealized +30.7%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $61 Shares 800 Est. Cost $32.57 Unrealized +94.5%
MET METLIFE INC 0.0%
Value ($000) $60 Shares 900 Est. Cost $31.21 Unrealized +88.3%
SDY SPDR SER TR 0.0%
Value ($000) $59 Shares 475 Est. Cost $77.14 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $59 Shares 273 Est. Cost $134.04 Unrealized +30.7%
EBAY EBAY INC. 0.0%
Value ($000) $57 Shares 1,300 Est. Cost $21.08 Unrealized +88.9%
MTB M & T BK CORP 0.0%
Value ($000) $57 Shares 412 Est. Cost $121.39 Unrealized -3.4%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $55 Shares 650 Est. Cost $43.06 Unrealized +77.2%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $53 Shares 850 Est. Cost $47.06 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $53 Shares 500 Est. Cost $70.16 Unrealized +52.1%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $52 Shares 338 Est. Cost $109.12 Unrealized +32.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $52 Shares 504 Est. Cost $61.86 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $52 Shares 1,200 Est. Cost $32.57 Unrealized +1.6%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $52 Shares 500 Est. Cost $46.99 Unrealized +84.4%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $52 Shares 250 Est. Cost $125.45 Unrealized +65.8%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $51 Shares 201 Est. Cost $150.46 Unrealized +39.2%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $51 Shares 5,991 Est. Cost $9.98 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $49 Shares 750 Est. Cost $54.09 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $49 Shares 138 Est. Cost $277.09 Unrealized +27.0%
POR PORTLAND GEN ELEC CO 0.0%
Value ($000) $48 Shares 1,100 Est. Cost $30.28 Unrealized +23.7%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $47 Shares 200 Est. Cost $63.14 Unrealized +251.7%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $46 Shares 300 Est. Cost $122.62 Unrealized +15.2%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $46 Shares 1,005 Est. Cost $45.05 Unrealized -5.8%
BARRICK GOLD CORP 0.0%
Value ($000) $45 Shares 2,500 Est. Cost $18.09 Unrealized
FBCG FIDELITY COVINGTON TRUST 0.0%
Value ($000) $45 Shares 1,343 Est. Cost $28.96 Unrealized
GLW CORNING INC 0.0%
Value ($000) $45 Shares 1,300 Est. Cost $26.89 Unrealized +0.9%
GMAB GENMAB A/S 0.0%
Value ($000) $45 Shares 1,400 Est. Cost $35.32 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $44 Shares 150 Est. Cost $48.98 Unrealized +173.0%
REMX VANECK ETF TRUST 0.0%
Value ($000) $43 Shares 700 Est. Cost $51.17 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $43 Shares 800 Est. Cost $38.29 Unrealized
CWST CASELLA WASTE SYS INC 0.0%
Value ($000) $43 Shares 500 Est. Cost $77.91 Unrealized +3.2%
DVA DAVITA INC 0.0%
Value ($000) $42 Shares 400 Est. Cost $67.03 Unrealized +37.8%
QCOM QUALCOMM INC 0.0%
Value ($000) $40 Shares 279 Est. Cost $106.81 Unrealized +10.8%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $40 Shares 75 Est. Cost $419.92 Unrealized +14.5%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $39 Shares 150 Est. Cost $111.59 Unrealized +103.7%
CAT CATERPILLAR INC 0.0%
Value ($000) $39 Shares 132 Est. Cost $184.41 Unrealized +36.2%
VCYT VERACYTE INC 0.0%
Value ($000) $39 Shares 1,400 Est. Cost $33.67 Unrealized -28.3%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $38 Shares 499 Est. Cost $27.52 Unrealized +5.4%
MS MORGAN STANLEY 0.0%
Value ($000) $37 Shares 400 Est. Cost $70.14 Unrealized +6.7%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $37 Shares 480 Est. Cost $82.95 Unrealized -16.1%
WPC WP CAREY INC 0.0%
Value ($000) $36 Shares 558 Est. Cost $78.16 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $36 Shares 1,062 Est. Cost $27.87 Unrealized -0.9%
PAYX PAYCHEX INC 0.0%
Value ($000) $36 Shares 300 Est. Cost $75.70 Unrealized +46.7%
IUSG ISHARES TR 0.0%
Value ($000) $35 Shares 332 Est. Cost $93.94 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $34 Shares 525 Est. Cost $72.80 Unrealized -18.2%
OTEX OPEN TEXT CORP 0.0%
Value ($000) $34 Shares 800 Est. Cost $23.41 Unrealized +49.2%
KELLANOVA 0.0%
Value ($000) $34 Shares 600 Est. Cost $50.78 Unrealized -3.9%
FTV FORTIVE CORP 0.0%
Value ($000) $33 Shares 450 Est. Cost $31.86 Unrealized +64.0%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $33 Shares 300 Est. Cost $72.27 Unrealized +32.0%
VTRS VIATRIS INC 0.0%
Value ($000) $31 Shares 2,840 Est. Cost $12.66 Unrealized -31.4%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $30 Shares 220 Est. Cost $88.08 Unrealized +48.4%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $30 Shares 425 Est. Cost $51.32 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $29 Shares 370 Est. Cost $79.22 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $29 Shares 263 Est. Cost $110.66 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $29 Shares 800 Est. Cost $28.47 Unrealized +3.3%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.0%
Value ($000) $28 Shares 928 Est. Cost $26.47 Unrealized
NKE NIKE INC 0.0%
Value ($000) $28 Shares 254 Est. Cost $128.29 Unrealized -19.7%
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $27 Shares 530 Est. Cost $55.08 Unrealized -10.6%
DOW DOW INC 0.0%
Value ($000) $27 Shares 499 Est. Cost $37.22 Unrealized +20.0%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $27 Shares 315 Est. Cost $78.43 Unrealized
APTIV PLC 0.0%
Value ($000) $27 Shares 300 Est. Cost $111.60 Unrealized
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $27 Shares 250 Est. Cost $95.83 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $26 Shares 500 Est. Cost $40.06 Unrealized +9.0%
C CITIGROUP INC 0.0%
Value ($000) $25 Shares 495 Est. Cost $52.75 Unrealized -21.6%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $25 Shares 57 Est. Cost $437.28 Unrealized
PATH UIPATH INC 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $19.52 Unrealized 0.0%
UPRO PROSHARES TR 0.0%
Value ($000) $25 Shares 452 Est. Cost $54.78 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $25 Shares 500 Est. Cost $26.25 Unrealized +69.5%
IHI ISHARES TR 0.0%
Value ($000) $24 Shares 450 Est. Cost $107.41 Unrealized
WU WESTERN UN CO 0.0%
Value ($000) $24 Shares 2,000 Est. Cost $19.00 Unrealized
RING ISHARES INC 0.0%
Value ($000) $23 Shares 950 Est. Cost $29.66 Unrealized
CMS CMS ENERGY CORP 0.0%
Value ($000) $23 Shares 400 Est. Cost $19.34 Unrealized +170.3%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $23 Shares 403 Est. Cost $33.90 Unrealized +52.1%
IJH ISHARES TR 0.0%
Value ($000) $22 Shares 80 Est. Cost $161.86 Unrealized
ERIC TELEFONAKTIEBOLAGET LM ERICS 0.0%
Value ($000) $22 Shares 3,500 Est. Cost $10.14 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $22 Shares 300 Est. Cost $52.52 Unrealized
SUPER MICRO COMPUTER INC 0.0%
Value ($000) $21 Shares 75 Est. Cost $274.23 Unrealized
NEO NEOGENOMICS INC 0.0%
Value ($000) $21 Shares 1,300 Est. Cost $20.51 Unrealized -20.2%
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $21 Shares 155 Est. Cost $103.61 Unrealized +12.7%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $21 Shares 75 Est. Cost $99.34 Unrealized +160.9%
MSB MESABI TR 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $23.00 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $20 Shares 200 Est. Cost $47.51 Unrealized -4.5%
HOV HOVNANIAN ENTERPRISES INC 0.0%
Value ($000) $20 Shares 130 Est. Cost $16.26 Unrealized +518.6%
STM STMICROELECTRONICS N V 0.0%
Value ($000) $20 Shares 400 Est. Cost $53.49 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $20 Shares 75 Est. Cost $201.68 Unrealized +10.9%
USMV ISHARES TR 0.0%
Value ($000) $19 Shares 247 Est. Cost $78.03 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $19 Shares 100 Est. Cost $124.44 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $19 Shares 200 Est. Cost $31.13 Unrealized +252.5%
O REALTY INCOME CORP 0.0%
Value ($000) $19 Shares 330 Est. Cost $31.92 Unrealized +45.6%
MARA MARATHON DIGITAL HOLDINGS IN 0.0%
Value ($000) $19 Shares 800 Est. Cost $12.62 Unrealized 0.0%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $19 Shares 100 Est. Cost $120.00 Unrealized
COKE COCA COLA CONS INC 0.0%
Value ($000) $19 Shares 20 Est. Cost $23.72 Unrealized +195.7%
ROKU ROKU INC 0.0%
Value ($000) $18 Shares 200 Est. Cost $149.27 Unrealized -44.0%
DFAU DIMENSIONAL ETF TRUST 0.0%
Value ($000) $18 Shares 550 Est. Cost $27.27 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $18 Shares 525 Est. Cost $25.54 Unrealized +25.9%
AGNC AGNC INVT CORP 0.0%
Value ($000) $17 Shares 1,730 Est. Cost $21.97 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $16 Shares 620 Est. Cost $23.72 Unrealized
GDL FD 0.0%
Value ($000) $16 Shares 2,000 Est. Cost $8.75 Unrealized
UNFI UNITED NAT FOODS INC 0.0%
Value ($000) $16 Shares 991 Est. Cost $36.45 Unrealized -58.3%
PAG PENSKE AUTOMOTIVE GRP INC 0.0%
Value ($000) $16 Shares 100 Est. Cost $46.44 Unrealized +229.9%
KEY KEYCORP 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $8.72 Unrealized +22.2%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $16 Shares 168 Est. Cost $84.81 Unrealized -1.3%
ALLY ALLY FINL INC 0.0%
Value ($000) $16 Shares 450 Est. Cost $40.90 Unrealized -36.6%
DAVA ENDAVA PLC 0.0%
Value ($000) $16 Shares 200 Est. Cost $37.50 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $15 Shares 280 Est. Cost $55.36 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $15 Shares 150 Est. Cost $73.33 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $15 Shares 210 Est. Cost $120.29 Unrealized -45.0%
CONSOL ENERGY INC NEW 0.0%
Value ($000) $15 Shares 150 Est. Cost $104.91 Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $11.11 Unrealized
ZIM ZIM INTEGRATED SHIPPING SERV 0.0%
Value ($000) $15 Shares 1,500 Est. Cost $47.37 Unrealized -82.3%
AMGN AMGEN INC 0.0%
Value ($000) $14 Shares 50 Est. Cost $127.52 Unrealized +100.0%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $14 Shares 500 Est. Cost $28.90 Unrealized -13.8%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $14 Shares 170 Est. Cost $87.47 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $98.17 Unrealized +20.6%
TE CONNECTIVITY LTD 0.0%
Value ($000) $14 Shares 100 Est. Cost $60.09 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $14 Shares 269 Est. Cost $40.03 Unrealized +14.7%
MARATHON OIL CORP 0.0%
Value ($000) $14 Shares 600 Est. Cost $24.89 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $14 Shares 50 Est. Cost $217.63 Unrealized +18.4%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $13 Shares 960 Est. Cost $8.33 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $13 Shares 27 Est. Cost $44.35 Unrealized -1.6%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $421.57 Unrealized -74.0%
HRMY HARMONY BIOSCIENCES HLDGS IN 0.0%
Value ($000) $13 Shares 400 Est. Cost $27.91 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $13 Shares 100 Est. Cost $103.52 Unrealized +36.7%
JBL JABIL INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $57.93 Unrealized +118.8%
FDL FIRST TR MORNINGSTAR DIVID L 0.0%
Value ($000) $13 Shares 350 Est. Cost $23.85 Unrealized
NET CLOUDFLARE INC 0.0%
Value ($000) $12 Shares 150 Est. Cost $59.68 Unrealized +17.2%
EFAV ISHARES TR 0.0%
Value ($000) $12 Shares 176 Est. Cost $69.34 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $92.16 Unrealized +11.8%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $12 Shares 241 Est. Cost $49.37 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $12 Shares 109 Est. Cost $110.09 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $12 Shares 2,500 Est. Cost $3.91 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $12 Shares 100 Est. Cost $74.55 Unrealized
DGII DIGI INTL INC 0.0%
Value ($000) $12 Shares 450 Est. Cost $38.50 Unrealized -35.5%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $11 Shares 200 Est. Cost $71.80 Unrealized -40.3%
IWF ISHARES TR 0.0%
Value ($000) $11 Shares 36 Est. Cost $305.56 Unrealized
PR PERMIAN RESOURCES CORP 0.0%
Value ($000) $11 Shares 800 Est. Cost $13.69 Unrealized 0.0%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $11 Shares 559 Est. Cost $17.89 Unrealized
QQQJ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $11 Shares 400 Est. Cost $32.51 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $11 Shares 300 Est. Cost $16.61 Unrealized +113.8%
AVA AVISTA CORP 0.0%
Value ($000) $11 Shares 300 Est. Cost $31.62 Unrealized -3.9%
CGW INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $11 Shares 200 Est. Cost $54.41 Unrealized
SPXL DIREXION SHS ETF TR 0.0%
Value ($000) $10 Shares 100 Est. Cost $103.99 Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $10 Shares 69 Est. Cost $126.61 Unrealized +7.1%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $10 Shares 300 Est. Cost $32.48 Unrealized 0.0%
CC CHEMOURS CO 0.0%
Value ($000) $10 Shares 323 Est. Cost $8.33 Unrealized +198.8%
BMO BANK MONTREAL QUE 0.0%
Value ($000) $10 Shares 100 Est. Cost $55.44 Unrealized +38.1%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $9 Shares 69 Est. Cost $127.43 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 150 Est. Cost $52.31 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $9 Shares 50 Est. Cost $158.57 Unrealized -49.1%
WELL WELLTOWER INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $55.96 Unrealized +48.4%
FMDE FIDELITY COVINGTON TRUST 0.0%
Value ($000) $9 Shares 328 Est. Cost $27.27 Unrealized
LOCO EL POLLO LOCO HLDGS INC 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $8.60 Unrealized 0.0%
PSI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $9 Shares 175 Est. Cost $128.49 Unrealized
MTDR MATADOR RES CO 0.0%
Value ($000) $9 Shares 150 Est. Cost $56.24 Unrealized +4.1%
GLP GLOBAL PARTNERS LP 0.0%
Value ($000) $8 Shares 200 Est. Cost $10.00 Unrealized
IOT SAMSARA INC 0.0%
Value ($000) $8 Shares 250 Est. Cost $27.77 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $8 Shares 34 Est. Cost $93.73 Unrealized +128.9%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $8 Shares 100 Est. Cost $75.21 Unrealized -6.1%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $8 Shares 82 Est. Cost $51.61 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $8 Shares 79 Est. Cost $68.54 Unrealized +34.5%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $8 Shares 31 Est. Cost $181.15 Unrealized +30.6%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $8 Shares 16 Est. Cost $263.72 Unrealized +69.4%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $7 Shares 45 Est. Cost $125.31 Unrealized +20.7%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $7 Shares 118 Est. Cost $63.67 Unrealized -18.3%
CBNK CAPITAL BANCORP INC MD 0.0%
Value ($000) $7 Shares 300 Est. Cost $15.40 Unrealized +32.4%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $7 Shares 200 Est. Cost $32.84 Unrealized -2.7%
CHIMERA INVT CORP 0.0%
Value ($000) $7 Shares 1,385 Est. Cost $18.77 Unrealized
FUTU FUTU HLDGS LTD 0.0%
Value ($000) $7 Shares 125 Est. Cost $34.23 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $7 Shares 36 Est. Cost $166.67 Unrealized
REGL PROSHARES TR 0.0%
Value ($000) $6 Shares 85 Est. Cost $70.75 Unrealized
QDF FLEXSHARES TR 0.0%
Value ($000) $6 Shares 100 Est. Cost $34.29 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $6 Shares 31 Est. Cost $153.69 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $6 Shares 45 Est. Cost $102.98 Unrealized +2.6%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $6 Shares 100 Est. Cost $54.12 Unrealized
ZYXIQ ZYNEX INC 0.0%
Value ($000) $5 Shares 500 Est. Cost $16.74 Unrealized -46.8%
TER TERADYNE INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $84.55 Unrealized +11.2%
TWO TWO HBRS INVT CORP 0.0%
Value ($000) $5 Shares 375 Est. Cost $15.77 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $5 Shares 48 Est. Cost $52.37 Unrealized +71.3%
BITO PROSHARES TR 0.0%
Value ($000) $5 Shares 250 Est. Cost $28.00 Unrealized
WCBR WISDOMTREE TR 0.0%
Value ($000) $5 Shares 200 Est. Cost $20.00 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $5 Shares 10 Est. Cost $460.60 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
NGVT INGEVITY CORP 0.0%
Value ($000) $5 Shares 100 Est. Cost $49.91 Unrealized -16.8%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $5 Shares 25 Est. Cost $159.90 Unrealized +9.2%
GEN GEN DIGITAL INC 0.0%
Value ($000) $5 Shares 204 Est. Cost $19.02 Unrealized 0.0%
SLVM SYLVAMO CORP 0.0%
Value ($000) $4 Shares 91 Est. Cost $38.41 Unrealized +14.0%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $4 Shares 31 Est. Cost $121.27 Unrealized -10.7%
SLV ISHARES SILVER TR 0.0%
Value ($000) $4 Shares 200 Est. Cost $21.78 Unrealized
ALKS ALKERMES PLC 0.0%
Value ($000) $4 Shares 150 Est. Cost $26.29 Unrealized -1.2%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $4 Shares 28 Est. Cost $174.29 Unrealized -31.2%
BATRA ATLANTA BRAVES HLDGS INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $42.37 Unrealized -5.5%
CI THE CIGNA GROUP 0.0%
Value ($000) $4 Shares 14 Est. Cost $244.64 Unrealized +14.8%
USHY ISHARES TR 0.0%
Value ($000) $4 Shares 109 Est. Cost $36.35 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $4 Shares 77 Est. Cost $50.58 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.42 Unrealized -16.9%
CLNE CLEAN ENERGY FUELS CORP 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $3.82 Unrealized -4.5%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $4 Shares 112 Est. Cost $31.60 Unrealized -7.5%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 44 Est. Cost $79.55 Unrealized
BXP BOSTON PROPERTIES INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $87.44 Unrealized -40.1%
MCK MCKESSON CORP 0.0%
Value ($000) $3 Shares 7 Est. Cost $214.77 Unrealized +109.7%
PIMCO INCOME STRATEGY FD II 0.0%
Value ($000) $3 Shares 300 Est. Cost $10.43 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $3 Shares 53 Est. Cost $42.02 Unrealized +27.0%
REET ISHARES TR 0.0%
Value ($000) $3 Shares 126 Est. Cost $27.40 Unrealized
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
DOCS DOXIMITY INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $73.14 Unrealized -67.7%
IWM ISHARES TR 0.0%
Value ($000) $3 Shares 13 Est. Cost $185.03 Unrealized
PAAS PAN AMERN SILVER CORP 0.0%
Value ($000) $3 Shares 159 Est. Cost $16.52 Unrealized -9.4%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $3 Shares 69 Est. Cost $30.80 Unrealized -1.4%
ALEC ALECTOR INC 0.0%
Value ($000) $2 Shares 300 Est. Cost $18.05 Unrealized -67.2%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $2 Shares 23 Est. Cost $44.62 Unrealized +114.5%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $2 Shares 37 Est. Cost $51.06 Unrealized -6.1%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $18.49 Unrealized -57.0%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $2 Shares 25 Est. Cost $225.68 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 38 Est. Cost $40.00 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $151.82 Unrealized +13.4%
AA ALCOA CORP 0.0%
Value ($000) $2 Shares 51 Est. Cost $47.68 Unrealized -44.7%
CDXS CODEXIS INC 0.0%
Value ($000) $2 Shares 500 Est. Cost $12.46 Unrealized -82.7%
NWPX NORTHWEST PIPE CO 0.0%
Value ($000) $2 Shares 50 Est. Cost $35.33 Unrealized -20.4%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $1 Shares 23 Est. Cost $69.63 Unrealized -27.2%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $1 Shares 13 Est. Cost $89.31 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $1 Shares 13 Est. Cost $69.50 Unrealized +25.6%
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $1 Shares 45 Est. Cost $49.24 Unrealized -50.2%
F FORD MTR CO DEL 0.0%
Value ($000) $1 Shares 96 Est. Cost $10.69 Unrealized -9.9%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $14.23 Unrealized -24.2%
INTF ISHARES TR 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.57 Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $52.41 Unrealized -5.2%
NG NOVAGOLD RES INC 0.0%
Value ($000) $1 Shares 249 Est. Cost $3.41 Unrealized +10.2%
GEM GOLDMAN SACHS ETF TR 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
ALIT ALIGHT INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.04 Unrealized -29.7%
ASIX ADVANSIX INC 0.0%
Value ($000) $1 Shares 28 Est. Cost $26.45 Unrealized -1.0%
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 51 Est. Cost $22.36 Unrealized -44.9%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $1 Shares 9 Est. Cost $79.45 Unrealized -12.2%
BWA BORGWARNER INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $37.80 Unrealized -8.4%
ENDEAVOR GROUP HLDGS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $23.90 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $0 Shares 25 Est. Cost $13.35 Unrealized +15.0%
LUCID GROUP INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $40.00 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $0 Shares 80 Est. Cost $22.69 Unrealized -76.9%
DBV TECHNOLOGIES S A 0.0%
Value ($000) $0 Shares 300 Est. Cost $10.77 Unrealized
DNOW NOW INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $33.16 Unrealized -67.0%
FE FIRSTENERGY CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $33.15 Unrealized 0.0%
KOPN KOPIN CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $4.03 Unrealized -64.6%
PSFE PAYSAFE LIMITED 0.0%
Value ($000) $0 Shares 13 Est. Cost $16.16 Unrealized -31.6%
CEL-SCI CORP 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $10.08 Unrealized +69.6%
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $48.25 Unrealized -37.3%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 39 Est. Cost $11.76 Unrealized -87.9%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $32.58 Unrealized -31.7%
AURORA CANNABIS INC 0.0%
Value ($000) $0 Shares 83 Est. Cost $9.33 Unrealized
BRAINSTORM CELL THERAPEUTICS 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
CGC CANOPY GROWTH CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $5.96 Unrealized 0.0%
NIKOLA CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized