MARK SHEPTOFF FINANCIAL PLANNING, LLC Diversified Active

CIK: 0001607355 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 10, 2024

Total Value ($000): $180,350 (100.0% shares, 0.0% debt)

Holdings (402)

MSFT MICROSOFT CORP 12.2%
Value ($000) $22,015 Shares 52,327 Est. Cost $91.64 Unrealized +335.7%
UNH UNITEDHEALTH GROUP INC 8.1%
Value ($000) $14,548 Shares 29,407 Est. Cost $77.62 Unrealized +530.0%
NEE NEXTERA ENERGY INC 6.9%
Value ($000) $12,476 Shares 195,218 Est. Cost $55.61 Unrealized -0.4%
AAPL APPLE INC 5.0%
Value ($000) $9,063 Shares 52,854 Est. Cost $89.42 Unrealized +101.6%
PEP PEPSICO INC 4.8%
Value ($000) $8,705 Shares 49,742 Est. Cost $62.18 Unrealized +152.9%
VEEV VEEVA SYS INC 3.6%
Value ($000) $6,529 Shares 28,182 Est. Cost $63.88 Unrealized +237.8%
JNJ JOHNSON & JOHNSON 3.5%
Value ($000) $6,255 Shares 39,539 Est. Cost $85.15 Unrealized +76.4%
ABT ABBOTT LABS 2.8%
Value ($000) $5,038 Shares 44,327 Est. Cost $42.05 Unrealized +163.4%
ABBV ABBVIE INC 2.6%
Value ($000) $4,776 Shares 26,229 Est. Cost $49.54 Unrealized +227.0%
VRTX VERTEX PHARMACEUTICALS INC 2.6%
Value ($000) $4,743 Shares 11,346 Est. Cost $191.16 Unrealized +121.1%
SJM SMUCKER J M CO 1.9%
Value ($000) $3,455 Shares 27,448 Est. Cost $77.90 Unrealized +51.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.7%
Value ($000) $3,012 Shares 7,162 Est. Cost $131.76 Unrealized +198.5%
MDLZ MONDELEZ INTL INC 1.6%
Value ($000) $2,914 Shares 41,623 Est. Cost $29.18 Unrealized +136.1%
STZ CONSTELLATION BRANDS INC 1.5%
Value ($000) $2,790 Shares 10,265 Est. Cost $140.93 Unrealized +72.7%
RTX RTX CORPORATION 1.4%
Value ($000) $2,494 Shares 25,572 Est. Cost $86.34 Unrealized +0.6%
V VISA INC 1.3%
Value ($000) $2,371 Shares 8,494 Est. Cost $96.95 Unrealized +180.9%
GD GENERAL DYNAMICS CORP 1.3%
Value ($000) $2,257 Shares 7,991 Est. Cost $117.48 Unrealized +119.6%
COST COSTCO WHSL CORP NEW 1.2%
Value ($000) $2,250 Shares 3,072 Est. Cost $175.18 Unrealized +303.4%
TSLA TESLA INC 1.1%
Value ($000) $2,055 Shares 11,689 Est. Cost $230.58 Unrealized -15.3%
KO COCA COLA CO 1.0%
Value ($000) $1,848 Shares 30,206 Est. Cost $35.03 Unrealized +61.9%
AMZN AMAZON COM INC 1.0%
Value ($000) $1,828 Shares 10,132 Est. Cost $140.51 Unrealized +18.8%
RSP INVESCO EXCHANGE TRADED FD T 1.0%
Value ($000) $1,744 Shares 10,299 Est. Cost $168.58 Unrealized
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $1,714 Shares 1,897 Est. Cost $26.37 Unrealized +174.7%
RYAN RYAN SPECIALTY HOLDINGS INC 0.9%
Value ($000) $1,655 Shares 29,827 Est. Cost $32.92 Unrealized +45.1%
PLTR PALANTIR TECHNOLOGIES INC 0.9%
Value ($000) $1,639 Shares 71,225 Est. Cost $20.15 Unrealized +5.8%
HD HOME DEPOT INC 0.8%
Value ($000) $1,512 Shares 3,942 Est. Cost $124.71 Unrealized +179.5%
VYM VANGUARD WHITEHALL FDS 0.8%
Value ($000) $1,491 Shares 12,321 Est. Cost $118.64 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.8%
Value ($000) $1,459 Shares 11,940 Est. Cost $54.97 Unrealized +114.3%
IHAK ISHARES TR 0.8%
Value ($000) $1,424 Shares 30,392 Est. Cost $37.08 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.7%
Value ($000) $1,278 Shares 22,655 Est. Cost $55.75 Unrealized
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $1,237 Shares 2,719 Est. Cost $195.40 Unrealized +112.9%
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $1,119 Shares 2,139 Est. Cost $297.57 Unrealized
HRL HORMEL FOODS CORP 0.6%
Value ($000) $1,097 Shares 31,435 Est. Cost $26.80 Unrealized +11.1%
LLY ELI LILLY & CO 0.6%
Value ($000) $1,096 Shares 1,409 Est. Cost $168.64 Unrealized +316.6%
MRK MERCK & CO INC 0.6%
Value ($000) $1,091 Shares 8,268 Est. Cost $78.02 Unrealized +48.4%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $1,083 Shares 6,672 Est. Cost $89.41 Unrealized +67.6%
DT DYNATRACE INC 0.6%
Value ($000) $1,036 Shares 22,300 Est. Cost $46.10 Unrealized +13.0%
BP BP PLC 0.6%
Value ($000) $1,002 Shares 26,600 Est. Cost $37.68 Unrealized
TKR TIMKEN CO 0.5%
Value ($000) $919 Shares 12,513 Est. Cost $41.15 Unrealized +100.4%
TTC TORO CO 0.5%
Value ($000) $915 Shares 9,983 Est. Cost $39.50 Unrealized +133.5%
HON HONEYWELL INTL INC 0.5%
Value ($000) $849 Shares 4,136 Est. Cost $90.86 Unrealized +98.9%
HIG HARTFORD FINL SVCS GROUP INC 0.5%
Value ($000) $820 Shares 7,960 Est. Cost $27.12 Unrealized +227.1%
CLX CLOROX CO DEL 0.4%
Value ($000) $781 Shares 5,100 Est. Cost $76.97 Unrealized +82.0%
AEP AMERICAN ELEC PWR CO INC 0.4%
Value ($000) $760 Shares 8,825 Est. Cost $71.61 Unrealized +6.1%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $753 Shares 8,364 Est. Cost $51.19 Unrealized +58.9%
VECO VEECO INSTRS INC DEL 0.4%
Value ($000) $751 Shares 21,350 Est. Cost $26.63 Unrealized +25.0%
COO COOPER COS INC 0.4%
Value ($000) $749 Shares 7,387 Est. Cost $96.75 Unrealized 0.0%
DXCM DEXCOM INC 0.4%
Value ($000) $702 Shares 5,060 Est. Cost $88.98 Unrealized +41.3%
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $681 Shares 3,731 Est. Cost $110.62 Unrealized
BX BLACKSTONE INC 0.4%
Value ($000) $677 Shares 5,150 Est. Cost $48.38 Unrealized +145.4%
FAS DIREXION SHS ETF TR 0.4%
Value ($000) $673 Shares 6,000 Est. Cost $43.73 Unrealized
TXN TEXAS INSTRS INC 0.4%
Value ($000) $651 Shares 3,735 Est. Cost $67.62 Unrealized +133.5%
PFE PFIZER INC 0.3%
Value ($000) $528 Shares 19,039 Est. Cost $32.42 Unrealized -24.0%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $525 Shares 7,832 Est. Cost $46.42 Unrealized +31.9%
NVS NOVARTIS AG 0.3%
Value ($000) $476 Shares 4,916 Est. Cost $86.65 Unrealized
TRV TRAVELERS COMPANIES INC 0.3%
Value ($000) $464 Shares 2,015 Est. Cost $91.38 Unrealized +126.2%
ORLY OREILLY AUTOMOTIVE INC 0.3%
Value ($000) $452 Shares 400 Est. Cost $15.48 Unrealized +351.8%
KWR QUAKER HOUGHTON 0.3%
Value ($000) $452 Shares 2,200 Est. Cost $103.51 Unrealized +91.6%
T AT&T INC 0.2%
Value ($000) $433 Shares 24,580 Est. Cost $15.82 Unrealized -1.3%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $425 Shares 956 Est. Cost $293.22 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $423 Shares 3,267 Est. Cost $82.72 Unrealized +37.9%
LOW LOWES COS INC 0.2%
Value ($000) $418 Shares 1,640 Est. Cost $144.92 Unrealized +53.2%
FLEX FLEX LTD 0.2%
Value ($000) $403 Shares 14,100 Est. Cost $15.36 Unrealized +70.8%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $394 Shares 1,850 Est. Cost $112.71 Unrealized +69.5%
MCD MCDONALDS CORP 0.2%
Value ($000) $393 Shares 1,395 Est. Cost $174.64 Unrealized +59.2%
FISV FISERV INC 0.2%
Value ($000) $380 Shares 2,376 Est. Cost $58.64 Unrealized +148.4%
PWR QUANTA SVCS INC 0.2%
Value ($000) $377 Shares 1,450 Est. Cost $105.37 Unrealized +109.4%
XIFR NEXTERA ENERGY PARTNERS LP 0.2%
Value ($000) $369 Shares 12,275 Est. Cost $45.98 Unrealized -38.1%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $349 Shares 1,740 Est. Cost $115.65 Unrealized +50.1%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $331 Shares 1,609 Est. Cost $38.81 Unrealized +398.3%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $325 Shares 2,792 Est. Cost $58.68 Unrealized +67.1%
CSX CSX CORP 0.2%
Value ($000) $311 Shares 8,400 Est. Cost $15.02 Unrealized +136.2%
ED CONSOLIDATED EDISON INC 0.2%
Value ($000) $309 Shares 3,400 Est. Cost $43.62 Unrealized +92.8%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $306 Shares 635 Est. Cost $200.14 Unrealized +126.1%
IVV ISHARES TR 0.2%
Value ($000) $298 Shares 567 Est. Cost $447.98 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $285 Shares 3,572 Est. Cost $60.44 Unrealized +17.2%
VITL VITAL FARMS INC 0.2%
Value ($000) $284 Shares 12,200 Est. Cost $17.44 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $271 Shares 1,044 Est. Cost $107.48 Unrealized
GTLB GITLAB INC 0.2%
Value ($000) $271 Shares 4,650 Est. Cost $39.70 Unrealized +65.1%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $269 Shares 2,785 Est. Cost $57.00 Unrealized +55.2%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $268 Shares 6,377 Est. Cost $34.62 Unrealized +3.8%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $267 Shares 4,000 Est. Cost $33.81 Unrealized +70.4%
MDT MEDTRONIC PLC 0.1%
Value ($000) $258 Shares 2,958 Est. Cost $81.20 Unrealized -0.7%
HEI HEICO CORP NEW 0.1%
Value ($000) $247 Shares 1,295 Est. Cost $58.98 Unrealized +214.7%
LPG DORIAN LPG LTD 0.1%
Value ($000) $245 Shares 6,375 Est. Cost $26.90 Unrealized +43.3%
DIS DISNEY WALT CO 0.1%
Value ($000) $244 Shares 1,991 Est. Cost $103.14 Unrealized -0.7%
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $229 Shares 2,200 Est. Cost $44.68 Unrealized +118.9%
OGE OGE ENERGY CORP 0.1%
Value ($000) $226 Shares 6,600 Est. Cost $32.74 Unrealized +2.5%
S SENTINELONE INC 0.1%
Value ($000) $225 Shares 9,650 Est. Cost $26.13 Unrealized 0.0%
ACMR ACM RESH INC 0.1%
Value ($000) $221 Shares 7,600 Est. Cost $22.89 Unrealized 0.0%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $213 Shares 1,380 Est. Cost $124.74 Unrealized +9.5%
GPC GENUINE PARTS CO 0.1%
Value ($000) $212 Shares 1,367 Est. Cost $76.75 Unrealized +79.2%
SYY SYSCO CORP 0.1%
Value ($000) $209 Shares 2,570 Est. Cost $68.84 Unrealized +8.4%
PR PERMIAN RESOURCES CORP 0.1%
Value ($000) $205 Shares 11,600 Est. Cost $14.60 Unrealized +0.5%
CSCO CISCO SYS INC 0.1%
Value ($000) $205 Shares 4,100 Est. Cost $38.73 Unrealized +21.9%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $203 Shares 4,673 Est. Cost $28.19 Unrealized +44.1%
DHR DANAHER CORPORATION 0.1%
Value ($000) $200 Shares 800 Est. Cost $135.53 Unrealized +78.2%
META META PLATFORMS INC 0.1%
Value ($000) $192 Shares 395 Est. Cost $202.41 Unrealized +119.0%
CGUS CAPITAL GROUP CORE EQUITY ET 0.1%
Value ($000) $191 Shares 6,140 Est. Cost $25.95 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value ($000) $191 Shares 12,160 Est. Cost $15.15 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $184 Shares 1,017 Est. Cost $117.28 Unrealized +49.0%
URI UNITED RENTALS INC 0.1%
Value ($000) $180 Shares 250 Est. Cost $127.78 Unrealized +393.9%
EOG EOG RES INC 0.1%
Value ($000) $179 Shares 1,400 Est. Cost $71.06 Unrealized +55.3%
GOOGL ALPHABET INC 0.1%
Value ($000) $174 Shares 1,152 Est. Cost $107.24 Unrealized +32.4%
FELV FIDELITY COVINGTON TRUST 0.1%
Value ($000) $172 Shares 5,874 Est. Cost $26.85 Unrealized
WMT WALMART INC 0.1%
Value ($000) $168 Shares 2,800 Est. Cost $44.72 Unrealized +25.3%
INTC INTEL CORP 0.1%
Value ($000) $168 Shares 3,800 Est. Cost $36.34 Unrealized +21.2%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $166 Shares 3,069 Est. Cost $47.06 Unrealized -1.9%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $166 Shares 650 Est. Cost $77.36 Unrealized +207.4%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $163 Shares 473 Est. Cost $259.70 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $157 Shares 960 Est. Cost $68.68 Unrealized +96.5%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $156 Shares 1,050 Est. Cost $123.03 Unrealized +10.9%
ENS ENERSYS 0.1%
Value ($000) $156 Shares 1,650 Est. Cost $62.40 Unrealized +47.9%
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $156 Shares 950 Est. Cost $148.39 Unrealized +8.0%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $149 Shares 849 Est. Cost $92.33 Unrealized +26.1%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $147 Shares 1,250 Est. Cost $89.83 Unrealized 0.0%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $144 Shares 2,850 Est. Cost $43.20 Unrealized +6.7%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $135 Shares 340 Est. Cost $342.62 Unrealized
GNK GENCO SHIPPING & TRADING LTD 0.1%
Value ($000) $134 Shares 6,600 Est. Cost $14.53 Unrealized +27.3%
MMM 3M CO 0.1%
Value ($000) $121 Shares 1,138 Est. Cost $87.75 Unrealized -9.6%
ALL ALLSTATE CORP 0.1%
Value ($000) $112 Shares 648 Est. Cost $103.58 Unrealized +46.7%
OKE ONEOK INC NEW 0.1%
Value ($000) $111 Shares 1,388 Est. Cost $45.35 Unrealized +47.1%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $110 Shares 700 Est. Cost $92.07 Unrealized +51.0%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $110 Shares 1,075 Est. Cost $52.52 Unrealized +60.2%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $107 Shares 656 Est. Cost $139.99 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $105 Shares 3,225 Est. Cost $30.77 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $104 Shares 1,450 Est. Cost $53.14 Unrealized +21.9%
ZTS ZOETIS INC 0.1%
Value ($000) $104 Shares 614 Est. Cost $120.76 Unrealized +51.8%
GNW GENWORTH FINL INC 0.1%
Value ($000) $101 Shares 15,090 Est. Cost $16.05 Unrealized -61.0%
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $100 Shares 300 Est. Cost $129.56 Unrealized +132.4%
CWST CASELLA WASTE SYS INC 0.1%
Value ($000) $99 Shares 1,000 Est. Cost $83.78 Unrealized +7.0%
AMPH AMPHASTAR PHARMACEUTICALS IN 0.1%
Value ($000) $99 Shares 2,250 Est. Cost $52.18 Unrealized -1.0%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $96 Shares 100 Est. Cost $410.21 Unrealized +130.5%
EMR EMERSON ELEC CO 0.1%
Value ($000) $96 Shares 1,000 Est. Cost $52.58 Unrealized +89.0%
CTVA CORTEVA INC 0.1%
Value ($000) $95 Shares 1,653 Est. Cost $25.18 Unrealized +100.9%
CB CHUBB LIMITED 0.1%
Value ($000) $94 Shares 361 Est. Cost $112.30 Unrealized +114.8%
RIVN RIVIAN AUTOMOTIVE INC 0.1%
Value ($000) $92 Shares 8,375 Est. Cost $33.84 Unrealized -57.4%
DIREXION SHS ETF TR 0.1%
Value ($000) $92 Shares 4,200 Est. Cost $27.38 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $91 Shares 600 Est. Cost $116.80 Unrealized +22.7%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $89 Shares 600 Est. Cost $38.96 Unrealized +213.5%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $88 Shares 501 Est. Cost $187.92 Unrealized +7.6%
BA BOEING CO 0.0%
Value ($000) $87 Shares 476 Est. Cost $204.52 Unrealized +0.5%
NOBL PROSHARES TR 0.0%
Value ($000) $84 Shares 830 Est. Cost $89.15 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $83 Shares 833 Est. Cost $50.53 Unrealized +77.2%
SUPER MICRO COMPUTER INC 0.0%
Value ($000) $76 Shares 75 Est. Cost $274.23 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $76 Shares 136 Est. Cost $442.79 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 0.0%
Value ($000) $75 Shares 605 Est. Cost $115.50 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $73 Shares 3,192 Est. Cost $23.04 Unrealized
NXT NEXTRACKER INC 0.0%
Value ($000) $72 Shares 1,273 Est. Cost $53.20 Unrealized 0.0%
FBCG FIDELITY COVINGTON TRUST 0.0%
Value ($000) $69 Shares 1,786 Est. Cost $31.32 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $69 Shares 1,300 Est. Cost $21.08 Unrealized +108.5%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $69 Shares 300 Est. Cost $213.33 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $69 Shares 504 Est. Cost $61.86 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $68 Shares 344 Est. Cost $109.99 Unrealized +44.5%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $68 Shares 800 Est. Cost $32.57 Unrealized +135.6%
MET METLIFE INC 0.0%
Value ($000) $67 Shares 900 Est. Cost $31.21 Unrealized +111.5%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $64 Shares 201 Est. Cost $150.46 Unrealized +103.5%
ORCL ORACLE CORP 0.0%
Value ($000) $63 Shares 500 Est. Cost $70.16 Unrealized +60.1%
SDY SPDR SER TR 0.0%
Value ($000) $62 Shares 475 Est. Cost $77.14 Unrealized
MTUS METALLUS INC 0.0%
Value ($000) $61 Shares 2,756 Est. Cost $45.14 Unrealized -53.8%
MTB M & T BK CORP 0.0%
Value ($000) $61 Shares 416 Est. Cost $121.39 Unrealized +7.6%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $59 Shares 500 Est. Cost $46.99 Unrealized +109.8%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $56 Shares 850 Est. Cost $47.06 Unrealized
DVA DAVITA INC 0.0%
Value ($000) $55 Shares 400 Est. Cost $67.03 Unrealized +79.0%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $55 Shares 138 Est. Cost $277.09 Unrealized +32.8%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $54 Shares 5,991 Est. Cost $9.98 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $54 Shares 273 Est. Cost $134.04 Unrealized +38.9%
USB US BANCORP DEL 0.0%
Value ($000) $54 Shares 1,200 Est. Cost $32.57 Unrealized +18.6%
IUSG ISHARES TR 0.0%
Value ($000) $54 Shares 457 Est. Cost $100.34 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $53 Shares 650 Est. Cost $43.06 Unrealized +74.8%
PYLD PIMCO ETF TR 0.0%
Value ($000) $53 Shares 2,069 Est. Cost $25.76 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $53 Shares 105 Est. Cost $441.25 Unrealized +29.9%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $51 Shares 1,008 Est. Cost $45.05 Unrealized -7.2%
SHEL SHELL PLC 0.0%
Value ($000) $50 Shares 750 Est. Cost $54.09 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $50 Shares 200 Est. Cost $63.14 Unrealized +271.0%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $50 Shares 250 Est. Cost $125.45 Unrealized +50.2%
CAT CATERPILLAR INC 0.0%
Value ($000) $48 Shares 132 Est. Cost $184.41 Unrealized +68.7%
QCOM QUALCOMM INC 0.0%
Value ($000) $47 Shares 279 Est. Cost $106.81 Unrealized +39.1%
POR PORTLAND GEN ELEC CO 0.0%
Value ($000) $46 Shares 1,100 Est. Cost $30.28 Unrealized +24.1%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $46 Shares 480 Est. Cost $82.95 Unrealized +1.3%
GLW CORNING INC 0.0%
Value ($000) $45 Shares 1,300 Est. Cost $26.89 Unrealized +13.3%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $44 Shares 75 Est. Cost $419.92 Unrealized +32.8%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $43 Shares 150 Est. Cost $48.98 Unrealized +222.0%
GMAB GENMAB A/S 0.0%
Value ($000) $42 Shares 1,400 Est. Cost $35.32 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $40 Shares 150 Est. Cost $111.59 Unrealized +121.9%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $40 Shares 313 Est. Cost $126.69 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $39 Shares 450 Est. Cost $31.86 Unrealized +89.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $38 Shares 499 Est. Cost $27.52 Unrealized +3.7%
MS MORGAN STANLEY 0.0%
Value ($000) $38 Shares 400 Est. Cost $70.14 Unrealized +18.6%
PAYX PAYCHEX INC 0.0%
Value ($000) $37 Shares 300 Est. Cost $75.70 Unrealized +51.5%
GIS GENERAL MLS INC 0.0%
Value ($000) $37 Shares 525 Est. Cost $72.80 Unrealized -16.8%
REMX VANECK ETF TRUST 0.0%
Value ($000) $36 Shares 700 Est. Cost $51.17 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $35 Shares 500 Est. Cost $68.06 Unrealized 0.0%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $35 Shares 300 Est. Cost $72.27 Unrealized +58.2%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $35 Shares 169 Est. Cost $180.39 Unrealized 0.0%
KELLANOVA 0.0%
Value ($000) $34 Shares 600 Est. Cost $50.78 Unrealized +2.3%
VTRS VIATRIS INC 0.0%
Value ($000) $34 Shares 2,841 Est. Cost $12.66 Unrealized -12.9%
IJK ISHARES TR 0.0%
Value ($000) $34 Shares 370 Est. Cost $79.22 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $33 Shares 862 Est. Cost $27.87 Unrealized +17.7%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $32 Shares 425 Est. Cost $51.32 Unrealized
UPRO PROSHARES TR 0.0%
Value ($000) $32 Shares 452 Est. Cost $54.78 Unrealized
WPC WP CAREY INC 0.0%
Value ($000) $32 Shares 558 Est. Cost $78.16 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $31 Shares 495 Est. Cost $52.75 Unrealized -0.4%
OTEX OPEN TEXT CORP 0.0%
Value ($000) $31 Shares 800 Est. Cost $23.41 Unrealized +60.9%
VCYT VERACYTE INC 0.0%
Value ($000) $31 Shares 1,400 Est. Cost $33.67 Unrealized -27.5%
IJH ISHARES TR 0.0%
Value ($000) $31 Shares 505 Est. Cost $76.76 Unrealized
BOND PIMCO ETF TR 0.0%
Value ($000) $30 Shares 330 Est. Cost $91.76 Unrealized
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $30 Shares 250 Est. Cost $95.83 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $30 Shares 200 Est. Cost $128.70 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $29 Shares 315 Est. Cost $78.43 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $29 Shares 220 Est. Cost $88.08 Unrealized +54.4%
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $29 Shares 530 Est. Cost $55.08 Unrealized -3.9%
DOW DOW INC 0.0%
Value ($000) $29 Shares 499 Est. Cost $37.22 Unrealized +31.5%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $29 Shares 500 Est. Cost $40.06 Unrealized +31.5%
LQD ISHARES TR 0.0%
Value ($000) $29 Shares 263 Est. Cost $110.66 Unrealized
DFAU DIMENSIONAL ETF TRUST 0.0%
Value ($000) $28 Shares 770 Est. Cost $29.92 Unrealized
WU WESTERN UN CO 0.0%
Value ($000) $28 Shares 2,000 Est. Cost $19.00 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $27 Shares 57 Est. Cost $437.28 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $26 Shares 450 Est. Cost $107.41 Unrealized
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $25 Shares 200 Est. Cost $124.99 Unrealized
CMS CMS ENERGY CORP 0.0%
Value ($000) $24 Shares 400 Est. Cost $19.34 Unrealized +182.9%
RING ISHARES INC 0.0%
Value ($000) $24 Shares 950 Est. Cost $29.66 Unrealized
NKE NIKE INC 0.0%
Value ($000) $24 Shares 254 Est. Cost $128.29 Unrealized -23.7%
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $24 Shares 500 Est. Cost $26.25 Unrealized +69.5%
MTDR MATADOR RES CO 0.0%
Value ($000) $23 Shares 350 Est. Cost $58.07 Unrealized +2.4%
NFLX NETFLIX INC 0.0%
Value ($000) $23 Shares 38 Est. Cost $47.83 Unrealized +17.9%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $23 Shares 300 Est. Cost $52.52 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $21 Shares 200 Est. Cost $47.51 Unrealized +0.4%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $21 Shares 100 Est. Cost $124.44 Unrealized
APP APPLOVIN CORP 0.0%
Value ($000) $21 Shares 300 Est. Cost $52.95 Unrealized 0.0%
USMV ISHARES TR 0.0%
Value ($000) $21 Shares 247 Est. Cost $78.03 Unrealized
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $21 Shares 200 Est. Cost $88.00 Unrealized 0.0%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $21 Shares 100 Est. Cost $120.00 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $20 Shares 525 Est. Cost $25.54 Unrealized +29.2%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $20 Shares 300 Est. Cost $71.59 Unrealized 0.0%
NEO NEOGENOMICS INC 0.0%
Value ($000) $20 Shares 1,300 Est. Cost $20.51 Unrealized -24.7%
HOV HOVNANIAN ENTERPRISES INC 0.0%
Value ($000) $20 Shares 130 Est. Cost $16.26 Unrealized +849.3%
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $20 Shares 155 Est. Cost $103.61 Unrealized +16.5%
ERIC TELEFONAKTIEBOLAGET LM ERICS 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 +245.7%
MINT PIMCO ETF TR 0.0%
Value ($000) $19 Shares 189 Est. Cost $100.54 Unrealized
ALLY ALLY FINL INC 0.0%
Value ($000) $18 Shares 450 Est. Cost $40.90 Unrealized -16.3%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $18 Shares 75 Est. Cost $99.34 Unrealized +134.0%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $18 Shares 620 Est. Cost $23.72 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $18 Shares 500 Est. Cost $28.47 Unrealized +10.8%
O REALTY INCOME CORP 0.0%
Value ($000) $18 Shares 330 Est. Cost $31.92 Unrealized +52.3%
MSB MESABI TR 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $23.00 Unrealized
STM STMICROELECTRONICS N V 0.0%
Value ($000) $17 Shares 400 Est. Cost $53.49 Unrealized
AGNC AGNC INVT CORP 0.0%
Value ($000) $17 Shares 1,730 Est. Cost $21.97 Unrealized
COKE COCA COLA CONS INC 0.0%
Value ($000) $17 Shares 20 Est. Cost $23.72 Unrealized +257.0%
HDV ISHARES TR 0.0%
Value ($000) $17 Shares 150 Est. Cost $73.33 Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $11.11 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $16 Shares 147 Est. Cost $110.20 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $16 Shares 280 Est. Cost $55.36 Unrealized
PAG PENSKE AUTOMOTIVE GRP INC 0.0%
Value ($000) $16 Shares 100 Est. Cost $46.44 Unrealized +228.8%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $16 Shares 170 Est. Cost $87.47 Unrealized
KEY KEYCORP 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $8.72 Unrealized +51.0%
GDL FD 0.0%
Value ($000) $16 Shares 2,000 Est. Cost $8.75 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $15 Shares 133 Est. Cost $112.67 Unrealized
ZIM ZIM INTEGRATED SHIPPING SERV 0.0%
Value ($000) $15 Shares 1,500 Est. Cost $47.37 Unrealized -74.4%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $15 Shares 195 Est. Cost $77.31 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $15 Shares 500 Est. Cost $28.90 Unrealized -11.1%
NET CLOUDFLARE INC 0.0%
Value ($000) $15 Shares 150 Est. Cost $59.68 Unrealized +51.7%
TE CONNECTIVITY LTD 0.0%
Value ($000) $15 Shares 100 Est. Cost $60.09 Unrealized
DGII DIGI INTL INC 0.0%
Value ($000) $14 Shares 450 Est. Cost $38.50 Unrealized -27.5%
EVRG EVERGY INC 0.0%
Value ($000) $14 Shares 269 Est. Cost $40.03 Unrealized +17.7%
AMGN AMGEN INC 0.0%
Value ($000) $14 Shares 50 Est. Cost $127.52 Unrealized +116.5%
MARATHON OIL CORP 0.0%
Value ($000) $14 Shares 600 Est. Cost $24.89 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $14 Shares 148 Est. Cost $84.81 Unrealized +0.2%
FDL FIRST TR MORNINGSTAR DIVID L 0.0%
Value ($000) $13 Shares 350 Est. Cost $23.85 Unrealized
SPXL DIREXION SHS ETF TR 0.0%
Value ($000) $13 Shares 100 Est. Cost $103.99 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $98.17 Unrealized +40.2%
ROKU ROKU INC 0.0%
Value ($000) $13 Shares 200 Est. Cost $149.27 Unrealized -47.9%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $13 Shares 100 Est. Cost $103.52 Unrealized +66.7%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $421.57 Unrealized -72.2%
CONSOL ENERGY INC NEW 0.0%
Value ($000) $13 Shares 150 Est. Cost $104.91 Unrealized
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 +36.4%
DVY ISHARES TR 0.0%
Value ($000) $12 Shares 100 Est. Cost $74.55 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $12 Shares 36 Est. Cost $305.56 Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $12 Shares 69 Est. Cost $126.61 Unrealized +25.5%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $12 Shares 241 Est. Cost $49.37 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $12 Shares 203 Est. Cost $33.90 Unrealized +62.1%
NOK NOKIA CORP 0.0%
Value ($000) $12 Shares 2,500 Est. Cost $3.91 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $12 Shares 150 Est. Cost $52.31 Unrealized +37.2%
EXC EXELON CORP 0.0%
Value ($000) $11 Shares 300 Est. Cost $16.61 Unrealized +100.0%
PERI PERION NETWORK LTD 0.0%
Value ($000) $11 Shares 500 Est. Cost $25.48 Unrealized 0.0%
CGW INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $11 Shares 200 Est. Cost $54.41 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $11 Shares 550 Est. Cost $17.89 Unrealized
CHAT TIDAL TR II 0.0%
Value ($000) $11 Shares 300 Est. Cost $35.59 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $10 Shares 34 Est. Cost $93.73 Unrealized +184.9%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $10 Shares 69 Est. Cost $127.43 Unrealized
FMDE FIDELITY COVINGTON TRUST 0.0%
Value ($000) $10 Shares 329 Est. Cost $27.27 Unrealized
PSI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $10 Shares 175 Est. Cost $128.49 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $10 Shares 170 Est. Cost $58.07 Unrealized
BMO BANK MONTREAL QUE 0.0%
Value ($000) $10 Shares 100 Est. Cost $55.44 Unrealized +58.1%
WELL WELLTOWER INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $55.96 Unrealized +55.8%
RECS COLUMBIA ETF TR I 0.0%
Value ($000) $9 Shares 300 Est. Cost $30.98 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $9 Shares 55 Est. Cost $170.29 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $9 Shares 50 Est. Cost $158.57 Unrealized -46.3%
GLP GLOBAL PARTNERS LP 0.0%
Value ($000) $9 Shares 200 Est. Cost $10.00 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $9 Shares 45 Est. Cost $125.31 Unrealized +38.5%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $9 Shares 82 Est. Cost $51.61 Unrealized
CC CHEMOURS CO 0.0%
Value ($000) $8 Shares 323 Est. Cost $8.33 Unrealized +216.2%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $8 Shares 16 Est. Cost $263.72 Unrealized +82.7%
IXUS ISHARES TR 0.0%
Value ($000) $8 Shares 119 Est. Cost $67.86 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $8 Shares 100 Est. Cost $75.21 Unrealized +11.5%
APTIV PLC 0.0%
Value ($000) $8 Shares 100 Est. Cost $111.60 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $8 Shares 200 Est. Cost $32.84 Unrealized +2.3%
SRPT SAREPTA THERAPEUTICS INC 0.0%
Value ($000) $8 Shares 60 Est. Cost $122.50 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $8 Shares 31 Est. Cost $181.15 Unrealized +27.3%
DAVA ENDAVA PLC 0.0%
Value ($000) $8 Shares 200 Est. Cost $37.50 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $7 Shares 79 Est. Cost $68.54 Unrealized +29.3%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $7 Shares 118 Est. Cost $63.67 Unrealized -17.5%
FUTU FUTU HLDGS LTD 0.0%
Value ($000) $7 Shares 125 Est. Cost $34.23 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $7 Shares 25 Est. Cost $159.90 Unrealized +46.9%
QDF FLEXSHARES TR 0.0%
Value ($000) $7 Shares 100 Est. Cost $34.29 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $7 Shares 36 Est. Cost $166.67 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $6 Shares 31 Est. Cost $153.69 Unrealized
CHIMERA INVT CORP 0.0%
Value ($000) $6 Shares 1,385 Est. Cost $18.77 Unrealized
ZYXIQ ZYNEX INC 0.0%
Value ($000) $6 Shares 500 Est. Cost $16.74 Unrealized -28.3%
PLD PROLOGIS INC. 0.0%
Value ($000) $6 Shares 45 Est. Cost $102.98 Unrealized +18.8%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $6 Shares 48 Est. Cost $52.37 Unrealized +94.3%
VLTO VERALTO CORP 0.0%
Value ($000) $6 Shares 66 Est. Cost $82.23 Unrealized 0.0%
TER TERADYNE INC 0.0%
Value ($000) $6 Shares 50 Est. Cost $84.55 Unrealized +22.3%
SLVM SYLVAMO CORP 0.0%
Value ($000) $6 Shares 91 Est. Cost $38.41 Unrealized +31.2%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $6 Shares 100 Est. Cost $54.12 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value ($000) $5 Shares 10 Est. Cost $460.60 Unrealized
WCBR WISDOMTREE TR 0.0%
Value ($000) $5 Shares 200 Est. Cost $20.00 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $5 Shares 14 Est. Cost $244.64 Unrealized +29.9%
TWO TWO HBRS INVT CORP 0.0%
Value ($000) $5 Shares 375 Est. Cost $15.77 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $5 Shares 31 Est. Cost $121.27 Unrealized +9.9%
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 -10.0%
GEN GEN DIGITAL INC 0.0%
Value ($000) $5 Shares 205 Est. Cost $19.02 Unrealized +12.6%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $5 Shares 28 Est. Cost $174.29 Unrealized -19.0%
ALKS ALKERMES PLC 0.0%
Value ($000) $4 Shares 150 Est. Cost $26.29 Unrealized +8.0%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $4 Shares 29 Est. Cost $155.25 Unrealized 0.0%
BAX BAXTER INTL INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.42 Unrealized -3.7%
BATRA ATLANTA BRAVES HLDGS INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $42.37 Unrealized -0.3%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 44 Est. Cost $79.55 Unrealized
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
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $69.70 Unrealized 0.0%
MCK MCKESSON CORP 0.0%
Value ($000) $4 Shares 7 Est. Cost $214.77 Unrealized +134.4%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $4 Shares 53 Est. Cost $42.02 Unrealized +53.0%
VNT VONTIER CORPORATION 0.0%
Value ($000) $4 Shares 80 Est. Cost $39.00 Unrealized 0.0%
HALO HALOZYME THERAPEUTICS INC 0.0%
Value ($000) $3 Shares 85 Est. Cost $37.49 Unrealized 0.0%
BXP BOSTON PROPERTIES INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $87.44 Unrealized -31.9%
PIMCO INCOME STRATEGY FD II 0.0%
Value ($000) $3 Shares 300 Est. Cost $10.43 Unrealized
REET ISHARES TR 0.0%
Value ($000) $3 Shares 126 Est. Cost $27.40 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 52 Est. Cost $38.46 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $3 Shares 13 Est. Cost $185.03 Unrealized
DOCS DOXIMITY INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $73.14 Unrealized -61.0%
CLNE CLEAN ENERGY FUELS CORP 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $3.82 Unrealized -21.9%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $3 Shares 23 Est. Cost $44.62 Unrealized +134.5%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $3 Shares 69 Est. Cost $30.80 Unrealized +6.5%
PAAS PAN AMERN SILVER CORP 0.0%
Value ($000) $2 Shares 159 Est. Cost $16.52 Unrealized -16.5%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $2 Shares 37 Est. Cost $51.06 Unrealized -3.0%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 38 Est. Cost $40.00 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $2 Shares 25 Est. Cost $225.68 Unrealized
ALEC ALECTOR INC 0.0%
Value ($000) $2 Shares 300 Est. Cost $18.05 Unrealized -63.8%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $151.82 Unrealized +22.7%
PLUG PLUG POWER INC 0.0%
Value ($000) $2 Shares 510 Est. Cost $6.69 Unrealized -44.5%
CDXS CODEXIS INC 0.0%
Value ($000) $2 Shares 500 Est. Cost $12.46 Unrealized -74.7%
NWPX NORTHWEST PIPE CO 0.0%
Value ($000) $2 Shares 50 Est. Cost $35.33 Unrealized -13.3%
AA ALCOA CORP 0.0%
Value ($000) $2 Shares 51 Est. Cost $47.68 Unrealized -40.1%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $2 Shares 23 Est. Cost $69.63 Unrealized -18.7%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $166.82 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $18.49 Unrealized -57.1%
TJX TJX COS INC NEW 0.0%
Value ($000) $1 Shares 13 Est. Cost $69.50 Unrealized +36.2%
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 61 Est. Cost $21.29 Unrealized -25.5%
MRNA MODERNA INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.80 Unrealized 0.0%
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 -13.9%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $52.41 Unrealized -5.2%
GEM GOLDMAN SACHS ETF TR 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $14.23 Unrealized -32.3%
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $1 Shares 45 Est. Cost $49.24 Unrealized -55.9%
EVH EVOLENT HEALTH INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $31.91 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $1 Shares 9 Est. Cost $79.45 Unrealized +4.4%
ASIX ADVANSIX INC 0.0%
Value ($000) $1 Shares 28 Est. Cost $26.45 Unrealized -4.3%
NG NOVAGOLD RES INC 0.0%
Value ($000) $1 Shares 249 Est. Cost $3.41 Unrealized -17.3%
BWA BORGWARNER INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $37.80 Unrealized -15.8%
ENDEAVOR GROUP HLDGS INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $23.90 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $0 Shares 25 Est. Cost $13.35 Unrealized +15.5%
DNOW DNOW INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $33.16 Unrealized -63.6%
LUCID GROUP INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $40.00 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $33.15 Unrealized +4.5%
DBV TECHNOLOGIES S A 0.0%
Value ($000) $0 Shares 300 Est. Cost $10.77 Unrealized
PSFE PAYSAFE LIMITED 0.0%
Value ($000) $0 Shares 13 Est. Cost $16.16 Unrealized -13.4%
KOPN KOPIN CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $4.03 Unrealized -44.9%
F FORD MTR CO DEL 0.0%
Value ($000) $0 Shares 11 Est. Cost $10.69 Unrealized +0.0%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $10.08 Unrealized +111.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $48.25 Unrealized -21.2%
CEL-SCI CORP 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 39 Est. Cost $11.76 Unrealized -86.7%
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 -27.5%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $32.58 Unrealized -33.1%
ACB AURORA CANNABIS INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $3.87 Unrealized 0.0%
NIKOLA CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized