MARK SHEPTOFF FINANCIAL PLANNING, LLC Diversified Active

CIK: 0001607355 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 12, 2024

Total Value ($000): $178,902 (100.0% shares, 0.0% debt)

Holdings (429)

MSFT MICROSOFT CORP 12.8%
Value ($000) $22,977 Shares 51,409 Est. Cost $91.64 Unrealized +355.3%
UNH UNITEDHEALTH GROUP INC 8.1%
Value ($000) $14,556 Shares 28,583 Est. Cost $77.62 Unrealized +509.6%
NEE NEXTERA ENERGY INC 7.6%
Value ($000) $13,649 Shares 192,758 Est. Cost $55.61 Unrealized +21.6%
AAPL APPLE INC 6.1%
Value ($000) $10,993 Shares 52,194 Est. Cost $89.42 Unrealized +107.0%
PEP PEPSICO INC 4.4%
Value ($000) $7,905 Shares 47,927 Est. Cost $62.18 Unrealized +161.1%
JNJ JOHNSON & JOHNSON 3.0%
Value ($000) $5,442 Shares 37,231 Est. Cost $85.15 Unrealized +66.1%
VRTX VERTEX PHARMACEUTICALS INC 3.0%
Value ($000) $5,354 Shares 11,422 Est. Cost $191.16 Unrealized +127.1%
VEEV VEEVA SYS INC 2.8%
Value ($000) $5,039 Shares 27,532 Est. Cost $63.88 Unrealized +210.7%
ABT ABBOTT LABS 2.5%
Value ($000) $4,443 Shares 42,760 Est. Cost $42.05 Unrealized +144.8%
ABBV ABBVIE INC 2.5%
Value ($000) $4,402 Shares 25,664 Est. Cost $49.54 Unrealized +217.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.6%
Value ($000) $2,913 Shares 7,162 Est. Cost $131.76 Unrealized +210.1%
RTX RTX CORPORATION 1.6%
Value ($000) $2,812 Shares 28,007 Est. Cost $87.54 Unrealized +14.4%
COST COSTCO WHSL CORP NEW 1.5%
Value ($000) $2,668 Shares 3,139 Est. Cost $187.96 Unrealized +311.7%
GD GENERAL DYNAMICS CORP 1.3%
Value ($000) $2,318 Shares 7,991 Est. Cost $117.48 Unrealized +141.8%
V VISA INC 1.2%
Value ($000) $2,229 Shares 8,494 Est. Cost $96.95 Unrealized +179.4%
TSLA TESLA INC 1.2%
Value ($000) $2,147 Shares 10,849 Est. Cost $230.58 Unrealized -24.2%
MDLZ MONDELEZ INTL INC 1.1%
Value ($000) $2,040 Shares 31,175 Est. Cost $29.18 Unrealized +123.3%
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $1,980 Shares 16,030 Est. Cost $92.22 Unrealized +9.6%
AMZN AMAZON COM INC 1.1%
Value ($000) $1,968 Shares 10,182 Est. Cost $140.51 Unrealized +30.7%
PLTR PALANTIR TECHNOLOGIES INC 1.1%
Value ($000) $1,913 Shares 75,525 Est. Cost $20.28 Unrealized +11.0%
SJM SMUCKER J M CO 1.0%
Value ($000) $1,865 Shares 17,104 Est. Cost $77.90 Unrealized +36.3%
KO COCA COLA CO 1.0%
Value ($000) $1,841 Shares 28,926 Est. Cost $35.03 Unrealized +68.1%
STZ CONSTELLATION BRANDS INC 1.0%
Value ($000) $1,711 Shares 6,650 Est. Cost $140.93 Unrealized +76.2%
RYAN RYAN SPECIALTY HOLDINGS INC 1.0%
Value ($000) $1,710 Shares 29,525 Est. Cost $32.92 Unrealized +62.1%
AWK AMERICAN WTR WKS CO INC NEW 0.8%
Value ($000) $1,465 Shares 11,340 Est. Cost $54.97 Unrealized +121.5%
RSP INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $1,368 Shares 8,325 Est. Cost $168.58 Unrealized
VYM VANGUARD WHITEHALL FDS 0.8%
Value ($000) $1,367 Shares 11,523 Est. Cost $118.64 Unrealized
HD HOME DEPOT INC 0.8%
Value ($000) $1,357 Shares 3,942 Est. Cost $124.71 Unrealized +162.7%
LLY ELI LILLY & CO 0.7%
Value ($000) $1,312 Shares 1,449 Est. Cost $185.81 Unrealized +325.7%
IHAK ISHARES TR 0.7%
Value ($000) $1,311 Shares 28,541 Est. Cost $37.08 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.7%
Value ($000) $1,304 Shares 23,105 Est. Cost $55.76 Unrealized
CLS CELESTICA INC 0.7%
Value ($000) $1,178 Shares 20,550 Est. Cost $50.44 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $1,177 Shares 2,519 Est. Cost $195.40 Unrealized +126.0%
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $1,168 Shares 2,146 Est. Cost $297.57 Unrealized
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $1,100 Shares 6,672 Est. Cost $89.41 Unrealized +75.8%
MRK MERCK & CO INC 0.6%
Value ($000) $1,024 Shares 8,268 Est. Cost $78.02 Unrealized +56.0%
VECO VEECO INSTRS INC DEL 0.5%
Value ($000) $974 Shares 20,850 Est. Cost $26.63 Unrealized +48.4%
HRL HORMEL FOODS CORP 0.5%
Value ($000) $936 Shares 30,685 Est. Cost $26.80 Unrealized +18.1%
TTC TORO CO 0.5%
Value ($000) $933 Shares 9,983 Est. Cost $39.50 Unrealized +123.3%
TKR TIMKEN CO 0.5%
Value ($000) $919 Shares 12,513 Est. Cost $41.15 Unrealized +109.6%
HON HONEYWELL INTL INC 0.5%
Value ($000) $883 Shares 4,136 Est. Cost $90.86 Unrealized +102.3%
BP BP PLC 0.5%
Value ($000) $845 Shares 23,403 Est. Cost $37.68 Unrealized
MMM 3M CO 0.5%
Value ($000) $821 Shares 8,038 Est. Cost $93.35 Unrealized +1.0%
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $812 Shares 8,364 Est. Cost $51.19 Unrealized +74.0%
HIG HARTFORD FINL SVCS GROUP INC 0.4%
Value ($000) $800 Shares 7,960 Est. Cost $27.12 Unrealized +259.8%
AEP AMERICAN ELEC PWR CO INC 0.4%
Value ($000) $783 Shares 8,925 Est. Cost $71.73 Unrealized +15.2%
TXN TEXAS INSTRS INC 0.4%
Value ($000) $727 Shares 3,735 Est. Cost $67.62 Unrealized +160.5%
CLX CLOROX CO DEL 0.4%
Value ($000) $696 Shares 5,100 Est. Cost $76.97 Unrealized +70.7%
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $654 Shares 3,581 Est. Cost $110.62 Unrealized
COO COOPER COS INC 0.4%
Value ($000) $645 Shares 7,387 Est. Cost $96.75 Unrealized -3.5%
BX BLACKSTONE INC 0.4%
Value ($000) $638 Shares 5,150 Est. Cost $48.38 Unrealized +143.6%
FAS DIREXION SHS ETF TR 0.3%
Value ($000) $606 Shares 6,000 Est. Cost $43.73 Unrealized
VITL VITAL FARMS INC 0.3%
Value ($000) $571 Shares 12,200 Est. Cost $17.44 Unrealized +97.7%
DXCM DEXCOM INC 0.3%
Value ($000) $551 Shares 4,860 Est. Cost $88.98 Unrealized +42.1%
PFE PFIZER INC 0.3%
Value ($000) $533 Shares 19,039 Est. Cost $32.42 Unrealized -23.6%
NVS NOVARTIS AG 0.3%
Value ($000) $523 Shares 4,916 Est. Cost $86.65 Unrealized
IVV ISHARES TR 0.3%
Value ($000) $508 Shares 928 Est. Cost $486.56 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $443 Shares 7,632 Est. Cost $46.42 Unrealized +36.7%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $442 Shares 3,200 Est. Cost $82.72 Unrealized +51.5%
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value ($000) $422 Shares 400 Est. Cost $15.48 Unrealized +346.5%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $420 Shares 876 Est. Cost $293.22 Unrealized
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $410 Shares 2,015 Est. Cost $91.38 Unrealized +128.6%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $395 Shares 1,850 Est. Cost $112.71 Unrealized +80.0%
APA APA CORPORATION 0.2%
Value ($000) $383 Shares 13,000 Est. Cost $28.82 Unrealized 0.0%
KWR QUAKER HOUGHTON 0.2%
Value ($000) $373 Shares 2,200 Est. Cost $103.51 Unrealized +78.5%
LOW LOWES COS INC 0.2%
Value ($000) $357 Shares 1,620 Est. Cost $144.92 Unrealized +52.7%
FISV FISERV INC 0.2%
Value ($000) $354 Shares 2,376 Est. Cost $58.64 Unrealized +158.2%
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $352 Shares 1,740 Est. Cost $115.65 Unrealized +63.6%
PWR QUANTA SVCS INC 0.2%
Value ($000) $343 Shares 1,350 Est. Cost $105.37 Unrealized +150.9%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $339 Shares 1,609 Est. Cost $38.81 Unrealized +415.8%
XIFR NEXTERA ENERGY PARTNERS LP 0.2%
Value ($000) $323 Shares 11,675 Est. Cost $45.98 Unrealized -34.0%
CVS CVS HEALTH CORP 0.2%
Value ($000) $310 Shares 5,249 Est. Cost $59.83 Unrealized -2.2%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.2%
Value ($000) $295 Shares 4,000 Est. Cost $33.81 Unrealized +99.5%
MCD MCDONALDS CORP 0.2%
Value ($000) $294 Shares 1,155 Est. Cost $174.64 Unrealized +46.0%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $287 Shares 2,492 Est. Cost $58.68 Unrealized +87.6%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $282 Shares 1,054 Est. Cost $107.48 Unrealized
CSX CSX CORP 0.2%
Value ($000) $281 Shares 8,400 Est. Cost $15.02 Unrealized +120.5%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $280 Shares 635 Est. Cost $200.14 Unrealized +125.7%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $279 Shares 2,785 Est. Cost $57.00 Unrealized +65.3%
KOS KOSMOS ENERGY LTD 0.1%
Value ($000) $255 Shares 46,000 Est. Cost $5.83 Unrealized 0.0%
HEI HEICO CORP NEW 0.1%
Value ($000) $255 Shares 1,139 Est. Cost $58.98 Unrealized +258.0%
T AT&T INC 0.1%
Value ($000) $254 Shares 13,292 Est. Cost $15.82 Unrealized +2.2%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $250 Shares 2,800 Est. Cost $43.62 Unrealized +101.2%
META META PLATFORMS INC 0.1%
Value ($000) $245 Shares 485 Est. Cost $254.54 Unrealized +89.9%
OGE OGE ENERGY CORP 0.1%
Value ($000) $236 Shares 6,600 Est. Cost $32.74 Unrealized +7.2%
GTLB GITLAB INC 0.1%
Value ($000) $231 Shares 4,650 Est. Cost $39.70 Unrealized +30.9%
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $228 Shares 2,200 Est. Cost $44.68 Unrealized +132.2%
MDT MEDTRONIC PLC 0.1%
Value ($000) $225 Shares 2,858 Est. Cost $81.20 Unrealized -3.9%
GOOGL ALPHABET INC 0.1%
Value ($000) $210 Shares 1,152 Est. Cost $107.24 Unrealized +56.1%
CGUS CAPITAL GROUP CORE EQUITY ET 0.1%
Value ($000) $209 Shares 6,469 Est. Cost $26.27 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $200 Shares 800 Est. Cost $135.53 Unrealized +84.7%
DIS DISNEY WALT CO 0.1%
Value ($000) $198 Shares 1,991 Est. Cost $103.14 Unrealized +2.3%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $197 Shares 12,160 Est. Cost $15.15 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $195 Shares 4,100 Est. Cost $38.73 Unrealized +16.9%
SYY SYSCO CORP 0.1%
Value ($000) $192 Shares 2,688 Est. Cost $68.94 Unrealized +3.2%
GPC GENUINE PARTS CO 0.1%
Value ($000) $189 Shares 1,367 Est. Cost $76.75 Unrealized +84.5%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $183 Shares 4,673 Est. Cost $28.19 Unrealized +31.7%
PR PERMIAN RESOURCES CORP 0.1%
Value ($000) $179 Shares 11,100 Est. Cost $14.60 Unrealized +13.5%
EOG EOG RES INC 0.1%
Value ($000) $176 Shares 1,400 Est. Cost $71.06 Unrealized +71.9%
ENS ENERSYS 0.1%
Value ($000) $171 Shares 1,650 Est. Cost $62.40 Unrealized +54.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $170 Shares 979 Est. Cost $116.18 Unrealized
FELV FIDELITY COVINGTON TRUST 0.1%
Value ($000) $168 Shares 5,889 Est. Cost $26.85 Unrealized
URI UNITED RENTALS INC 0.1%
Value ($000) $162 Shares 250 Est. Cost $127.78 Unrealized +412.8%
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $157 Shares 950 Est. Cost $148.39 Unrealized +5.0%
ACMR ACM RESH INC 0.1%
Value ($000) $152 Shares 6,600 Est. Cost $22.89 Unrealized +10.5%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $151 Shares 1,150 Est. Cost $89.83 Unrealized +39.4%
GOOG ALPHABET INC 0.1%
Value ($000) $147 Shares 801 Est. Cost $129.87 Unrealized +30.0%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $147 Shares 1,380 Est. Cost $124.74 Unrealized +1.7%
WMT WALMART INC 0.1%
Value ($000) $142 Shares 2,100 Est. Cost $44.72 Unrealized +38.6%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $142 Shares 135 Est. Cost $553.80 Unrealized +74.1%
GNK GENCO SHIPPING & TRADING LTD 0.1%
Value ($000) $141 Shares 6,600 Est. Cost $14.53 Unrealized +48.1%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $140 Shares 650 Est. Cost $77.36 Unrealized +189.8%
PINS PINTEREST INC 0.1%
Value ($000) $137 Shares 3,100 Est. Cost $39.42 Unrealized 0.0%
AVGO BROADCOM INC 0.1%
Value ($000) $136 Shares 85 Est. Cost $137.66 Unrealized 0.0%
PSX PHILLIPS 66 0.1%
Value ($000) $136 Shares 960 Est. Cost $68.68 Unrealized +103.3%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $133 Shares 340 Est. Cost $342.62 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $127 Shares 3,854 Est. Cost $31.13 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $126 Shares 1,147 Est. Cost $59.62 Unrealized +80.3%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $123 Shares 2,969 Est. Cost $47.06 Unrealized -12.9%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $120 Shares 2,350 Est. Cost $43.20 Unrealized +10.5%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $117 Shares 745 Est. Cost $95.47 Unrealized +55.4%
QCOM QUALCOMM INC 0.1%
Value ($000) $114 Shares 572 Est. Cost $145.52 Unrealized +25.3%
OKE ONEOK INC NEW 0.1%
Value ($000) $113 Shares 1,388 Est. Cost $45.35 Unrealized +63.0%
SO SOUTHERN CO 0.1%
Value ($000) $112 Shares 1,450 Est. Cost $53.14 Unrealized +35.1%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $109 Shares 800 Est. Cost $123.03 Unrealized +5.7%
INTC INTEL CORP 0.1%
Value ($000) $108 Shares 3,500 Est. Cost $36.34 Unrealized -10.6%
ORCL ORACLE CORP 0.1%
Value ($000) $107 Shares 761 Est. Cost $88.04 Unrealized +38.9%
ZTS ZOETIS INC 0.1%
Value ($000) $106 Shares 614 Est. Cost $120.76 Unrealized +35.3%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $105 Shares 656 Est. Cost $139.99 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $103 Shares 648 Est. Cost $103.58 Unrealized +55.9%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $103 Shares 1,075 Est. Cost $52.52 Unrealized +65.3%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $102 Shares 273 Est. Cost $259.70 Unrealized
GNW GENWORTH FINL INC 0.1%
Value ($000) $101 Shares 15,090 Est. Cost $16.05 Unrealized -61.2%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $100 Shares 617 Est. Cost $117.28 Unrealized +37.2%
CWST CASELLA WASTE SYS INC 0.1%
Value ($000) $99 Shares 1,000 Est. Cost $83.78 Unrealized +15.0%
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $96 Shares 300 Est. Cost $129.56 Unrealized +147.6%
RIVN RIVIAN AUTOMOTIVE INC 0.1%
Value ($000) $96 Shares 7,175 Est. Cost $33.84 Unrealized -69.1%
LPG DORIAN LPG LTD 0.1%
Value ($000) $96 Shares 2,285 Est. Cost $26.90 Unrealized +59.8%
CB CHUBB LIMITED 0.1%
Value ($000) $92 Shares 361 Est. Cost $112.30 Unrealized +125.1%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $92 Shares 420 Est. Cost $214.68 Unrealized
DIREXION SHS ETF TR 0.1%
Value ($000) $92 Shares 4,200 Est. Cost $27.38 Unrealized
DVA DAVITA INC 0.1%
Value ($000) $91 Shares 657 Est. Cost $94.72 Unrealized +45.5%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $90 Shares 2,177 Est. Cost $34.62 Unrealized +5.3%
CTVA CORTEVA INC 0.0%
Value ($000) $89 Shares 1,653 Est. Cost $25.18 Unrealized +114.7%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $88 Shares 501 Est. Cost $187.92 Unrealized +11.3%
GE GE AEROSPACE 0.0%
Value ($000) $87 Shares 549 Est. Cost $92.33 Unrealized +71.1%
BA BOEING CO 0.0%
Value ($000) $87 Shares 476 Est. Cost $204.52 Unrealized -12.8%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $82 Shares 4,100 Est. Cost $19.54 Unrealized 0.0%
ALC ALCON AG 0.0%
Value ($000) $80 Shares 902 Est. Cost $84.91 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $80 Shares 833 Est. Cost $50.53 Unrealized +85.5%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $80 Shares 3,000 Est. Cost $25.00 Unrealized 0.0%
NOBL PROSHARES TR 0.0%
Value ($000) $80 Shares 830 Est. Cost $89.15 Unrealized
PYLD PIMCO ETF TR 0.0%
Value ($000) $78 Shares 3,049 Est. Cost $25.72 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $78 Shares 600 Est. Cost $38.96 Unrealized +234.0%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $77 Shares 201 Est. Cost $150.46 Unrealized +121.0%
FBCG FIDELITY COVINGTON TRUST 0.0%
Value ($000) $76 Shares 1,786 Est. Cost $31.32 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 0.0%
Value ($000) $75 Shares 605 Est. Cost $115.50 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $73 Shares 136 Est. Cost $442.79 Unrealized
MET METLIFE INC 0.0%
Value ($000) $72 Shares 1,019 Est. Cost $35.52 Unrealized +91.8%
EBAY EBAY INC. 0.0%
Value ($000) $70 Shares 1,300 Est. Cost $21.08 Unrealized +140.6%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $70 Shares 347 Est. Cost $109.99 Unrealized +71.7%
MTB M & T BK CORP 0.0%
Value ($000) $64 Shares 420 Est. Cost $121.39 Unrealized +14.5%
SUPER MICRO COMPUTER INC 0.0%
Value ($000) $61 Shares 75 Est. Cost $274.23 Unrealized
GLW CORNING INC 0.0%
Value ($000) $61 Shares 1,575 Est. Cost $28.07 Unrealized +20.0%
SDY SPDR SER TR 0.0%
Value ($000) $60 Shares 475 Est. Cost $77.14 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $59 Shares 500 Est. Cost $46.99 Unrealized +127.2%
ADBE ADOBE INC 0.0%
Value ($000) $58 Shares 105 Est. Cost $441.25 Unrealized +9.7%
IUSG ISHARES TR 0.0%
Value ($000) $58 Shares 457 Est. Cost $100.34 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $58 Shares 740 Est. Cost $47.16 Unrealized +62.8%
FLEX FLEX LTD 0.0%
Value ($000) $58 Shares 1,950 Est. Cost $15.36 Unrealized +94.9%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $57 Shares 3,500 Est. Cost $16.25 Unrealized
MTUS METALLUS INC 0.0%
Value ($000) $56 Shares 2,756 Est. Cost $45.14 Unrealized -51.5%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $55 Shares 850 Est. Cost $47.06 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $54 Shares 750 Est. Cost $54.09 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $53 Shares 273 Est. Cost $134.04 Unrealized +31.5%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $52 Shares 800 Est. Cost $32.57 Unrealized +114.7%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $51 Shares 150 Est. Cost $48.98 Unrealized +205.4%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $49 Shares 5,991 Est. Cost $9.98 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $48 Shares 496 Est. Cost $74.14 Unrealized +22.5%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $48 Shares 1,011 Est. Cost $45.05 Unrealized +4.9%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $48 Shares 200 Est. Cost $63.14 Unrealized +274.8%
USB US BANCORP DEL 0.0%
Value ($000) $48 Shares 1,200 Est. Cost $32.57 Unrealized +15.9%
POR PORTLAND GEN ELEC CO 0.0%
Value ($000) $48 Shares 1,100 Est. Cost $30.28 Unrealized +31.3%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $45 Shares 138 Est. Cost $277.09 Unrealized +26.9%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $44 Shares 480 Est. Cost $82.95 Unrealized +6.8%
CAT CATERPILLAR INC 0.0%
Value ($000) $44 Shares 132 Est. Cost $184.41 Unrealized +83.7%
C CITIGROUP INC 0.0%
Value ($000) $43 Shares 680 Est. Cost $54.37 Unrealized +8.0%
DT DYNATRACE INC 0.0%
Value ($000) $43 Shares 950 Est. Cost $46.10 Unrealized -0.1%
BIL SPDR SER TR 0.0%
Value ($000) $42 Shares 459 Est. Cost $91.78 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $41 Shares 75 Est. Cost $419.92 Unrealized +35.7%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $41 Shares 300 Est. Cost $72.27 Unrealized +66.5%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $41 Shares 526 Est. Cost $70.05 Unrealized +4.5%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $40 Shares 499 Est. Cost $27.52 Unrealized +14.7%
BOND PIMCO ETF TR 0.0%
Value ($000) $40 Shares 440 Est. Cost $91.59 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $40 Shares 169 Est. Cost $180.39 Unrealized +17.2%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $37 Shares 84 Est. Cost $398.28 Unrealized 0.0%
KEX KIRBY CORP 0.0%
Value ($000) $37 Shares 310 Est. Cost $111.71 Unrealized 0.0%
DUOL DUOLINGO INC 0.0%
Value ($000) $36 Shares 174 Est. Cost $204.75 Unrealized 0.0%
CAVA CAVA GROUP INC 0.0%
Value ($000) $36 Shares 388 Est. Cost $77.20 Unrealized 0.0%
PRCT PROCEPT BIOROBOTICS CORP 0.0%
Value ($000) $36 Shares 588 Est. Cost $59.47 Unrealized 0.0%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $36 Shares 250 Est. Cost $125.45 Unrealized +35.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $36 Shares 300 Est. Cost $75.70 Unrealized +53.7%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $36 Shares 150 Est. Cost $111.59 Unrealized +112.2%
GMAB GENMAB A/S 0.0%
Value ($000) $35 Shares 1,400 Est. Cost $35.32 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $35 Shares 500 Est. Cost $68.06 Unrealized +2.4%
UPRO PROSHARES TR 0.0%
Value ($000) $35 Shares 452 Est. Cost $54.78 Unrealized
KELLANOVA 0.0%
Value ($000) $35 Shares 600 Est. Cost $50.78 Unrealized +10.6%
BAC BANK AMERICA CORP 0.0%
Value ($000) $34 Shares 862 Est. Cost $27.87 Unrealized +32.2%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $34 Shares 439 Est. Cost $60.14 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $33 Shares 450 Est. Cost $31.86 Unrealized +80.9%
ZIM ZIM INTEGRATED SHIPPING SERV 0.0%
Value ($000) $33 Shares 1,500 Est. Cost $47.37 Unrealized -65.8%
GIS GENERAL MLS INC 0.0%
Value ($000) $33 Shares 525 Est. Cost $72.80 Unrealized -11.5%
PAAS PAN AMERN SILVER CORP 0.0%
Value ($000) $33 Shares 1,659 Est. Cost $19.40 Unrealized +1.6%
IJK ISHARES TR 0.0%
Value ($000) $33 Shares 370 Est. Cost $79.22 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $33 Shares 240 Est. Cost $133.48 Unrealized 0.0%
CMS CMS ENERGY CORP 0.0%
Value ($000) $32 Shares 539 Est. Cost $29.21 Unrealized +97.2%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $31 Shares 425 Est. Cost $51.32 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $31 Shares 500 Est. Cost $62.12 Unrealized 0.0%
WPC WP CAREY INC 0.0%
Value ($000) $31 Shares 558 Est. Cost $78.16 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $31 Shares 220 Est. Cost $88.08 Unrealized +48.4%
VTRS VIATRIS INC 0.0%
Value ($000) $30 Shares 2,841 Est. Cost $12.66 Unrealized -19.1%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $30 Shares 500 Est. Cost $40.06 Unrealized +39.1%
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $30 Shares 250 Est. Cost $95.83 Unrealized
REMX VANECK ETF TRUST 0.0%
Value ($000) $30 Shares 700 Est. Cost $51.17 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $30 Shares 260 Est. Cost $50.57 Unrealized +128.1%
IJH ISHARES TR 0.0%
Value ($000) $30 Shares 505 Est. Cost $76.76 Unrealized
DFAU DIMENSIONAL ETF TRUST 0.0%
Value ($000) $29 Shares 770 Est. Cost $29.92 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $29 Shares 57 Est. Cost $437.28 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $28 Shares 263 Est. Cost $110.66 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $28 Shares 307 Est. Cost $89.11 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $28 Shares 315 Est. Cost $78.43 Unrealized
DOW DOW INC 0.0%
Value ($000) $26 Shares 499 Est. Cost $37.22 Unrealized +37.6%
RING ISHARES INC 0.0%
Value ($000) $26 Shares 950 Est. Cost $29.66 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $26 Shares 500 Est. Cost $26.25 Unrealized +101.5%
VCYT VERACYTE INC 0.0%
Value ($000) $26 Shares 1,200 Est. Cost $33.67 Unrealized -37.6%
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $26 Shares 530 Est. Cost $55.08 Unrealized -7.9%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $26 Shares 100 Est. Cost $244.50 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $26 Shares 38 Est. Cost $47.83 Unrealized +30.6%
O REALTY INCOME CORP 0.0%
Value ($000) $25 Shares 479 Est. Cost $37.12 Unrealized +31.0%
IHI ISHARES TR 0.0%
Value ($000) $25 Shares 450 Est. Cost $107.41 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $25 Shares 200 Est. Cost $128.70 Unrealized
WU WESTERN UN CO 0.0%
Value ($000) $24 Shares 2,000 Est. Cost $19.00 Unrealized
OTEX OPEN TEXT CORP 0.0%
Value ($000) $24 Shares 800 Est. Cost $23.41 Unrealized +29.2%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $23 Shares 295 Est. Cost $77.30 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $23 Shares 100 Est. Cost $124.44 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $22 Shares 525 Est. Cost $25.54 Unrealized +47.6%
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $22 Shares 155 Est. Cost $103.61 Unrealized +21.2%
COKE COCA COLA CONS INC 0.0%
Value ($000) $22 Shares 20 Est. Cost $23.72 Unrealized +285.5%
ERIC TELEFONAKTIEBOLAGET LM ERICS 0.0%
Value ($000) $22 Shares 3,500 Est. Cost $10.14 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $21 Shares 200 Est. Cost $47.51 Unrealized +8.0%
JNK SPDR SER TR 0.0%
Value ($000) $21 Shares 225 Est. Cost $94.27 Unrealized
KGC KINROSS GOLD CORP 0.0%
Value ($000) $21 Shares 2,500 Est. Cost $7.24 Unrealized 0.0%
USMV ISHARES TR 0.0%
Value ($000) $21 Shares 247 Est. Cost $78.03 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $20 Shares 100 Est. Cost $120.00 Unrealized
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $20 Shares 70 Est. Cost $145.54 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $19 Shares 75 Est. Cost $99.34 Unrealized +144.0%
NKE NIKE INC 0.0%
Value ($000) $19 Shares 254 Est. Cost $128.29 Unrealized -30.1%
MINT PIMCO ETF TR 0.0%
Value ($000) $19 Shares 189 Est. Cost $100.54 Unrealized
HOV HOVNANIAN ENTERPRISES INC 0.0%
Value ($000) $18 Shares 130 Est. Cost $16.26 Unrealized +824.5%
RBRK RUBRIK INC. 0.0%
Value ($000) $18 Shares 600 Est. Cost $32.88 Unrealized 0.0%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $18 Shares 214 Est. Cost $85.66 Unrealized
NEO NEOGENOMICS INC 0.0%
Value ($000) $18 Shares 1,300 Est. Cost $20.51 Unrealized -30.9%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $18 Shares 620 Est. Cost $23.72 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $18 Shares 165 Est. Cost $76.55 Unrealized
ALLY ALLY FINL INC 0.0%
Value ($000) $18 Shares 450 Est. Cost $40.90 Unrealized -9.9%
ENB ENBRIDGE INC 0.0%
Value ($000) $18 Shares 500 Est. Cost $28.47 Unrealized +13.7%
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $17 Shares 300 Est. Cost $58.04 Unrealized
MSB MESABI TR 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $23.00 Unrealized
ARIS ARIS MNG CORP 0.0%
Value ($000) $17 Shares 4,500 Est. Cost $4.01 Unrealized 0.0%
AGNC AGNC INVT CORP 0.0%
Value ($000) $17 Shares 1,730 Est. Cost $21.97 Unrealized
KEY KEYCORP 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $8.72 Unrealized +53.7%
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $16 Shares 280 Est. Cost $55.36 Unrealized
STM STMICROELECTRONICS N V 0.0%
Value ($000) $16 Shares 400 Est. Cost $53.49 Unrealized
GDL FD 0.0%
Value ($000) $16 Shares 2,000 Est. Cost $8.75 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $16 Shares 147 Est. Cost $110.20 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $16 Shares 50 Est. Cost $127.52 Unrealized +119.0%
CONSOL ENERGY INC NEW 0.0%
Value ($000) $15 Shares 150 Est. Cost $104.91 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $15 Shares 100 Est. Cost $60.09 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $15 Shares 148 Est. Cost $84.81 Unrealized +7.6%
PAG PENSKE AUTOMOTIVE GRP INC 0.0%
Value ($000) $15 Shares 100 Est. Cost $46.44 Unrealized +227.4%
IWP ISHARES TR 0.0%
Value ($000) $15 Shares 133 Est. Cost $112.67 Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $15 Shares 872 Est. Cost $11.11 Unrealized
SPXL DIREXION SHS ETF TR 0.0%
Value ($000) $15 Shares 100 Est. Cost $103.99 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $14 Shares 269 Est. Cost $40.03 Unrealized +24.3%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $14 Shares 500 Est. Cost $28.90 Unrealized -5.3%
MARATHON OIL CORP 0.0%
Value ($000) $14 Shares 600 Est. Cost $24.89 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.0%
Value ($000) $13 Shares 350 Est. Cost $23.85 Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $421.57 Unrealized -67.2%
IWF ISHARES TR 0.0%
Value ($000) $13 Shares 36 Est. Cost $305.56 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $92.16 Unrealized +31.3%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $13 Shares 203 Est. Cost $33.90 Unrealized +77.6%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $13 Shares 100 Est. Cost $103.52 Unrealized +60.2%
NET CLOUDFLARE INC 0.0%
Value ($000) $12 Shares 150 Est. Cost $59.68 Unrealized +35.2%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $12 Shares 180 Est. Cost $68.14 Unrealized
EFAV ISHARES TR 0.0%
Value ($000) $12 Shares 176 Est. Cost $69.34 Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $12 Shares 69 Est. Cost $126.61 Unrealized +30.8%
DVY ISHARES TR 0.0%
Value ($000) $12 Shares 100 Est. Cost $74.55 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $12 Shares 200 Est. Cost $149.27 Unrealized -60.7%
NOK NOKIA CORP 0.0%
Value ($000) $12 Shares 2,500 Est. Cost $3.91 Unrealized
ACB AURORA CANNABIS INC 0.0%
Value ($000) $12 Shares 2,508 Est. Cost $6.32 Unrealized +0.1%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $12 Shares 55 Est. Cost $170.29 Unrealized +1.3%
CHAT TIDAL TR II 0.0%
Value ($000) $11 Shares 300 Est. Cost $35.59 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $11 Shares 34 Est. Cost $93.73 Unrealized +234.7%
CGW INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $11 Shares 200 Est. Cost $54.41 Unrealized
IRM IRON MTN INC DEL 0.0%
Value ($000) $11 Shares 123 Est. Cost $76.66 Unrealized 0.0%
PSI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $11 Shares 175 Est. Cost $128.49 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $11 Shares 150 Est. Cost $52.31 Unrealized +32.9%
ECL ECOLAB INC 0.0%
Value ($000) $11 Shares 45 Est. Cost $227.14 Unrealized 0.0%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $98.17 Unrealized +20.3%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $10 Shares 550 Est. Cost $17.89 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $55.96 Unrealized +69.8%
EXC EXELON CORP 0.0%
Value ($000) $10 Shares 300 Est. Cost $16.61 Unrealized +109.2%
DGII DIGI INTL INC 0.0%
Value ($000) $10 Shares 450 Est. Cost $38.50 Unrealized -30.4%
GDX VANECK ETF TRUST 0.0%
Value ($000) $10 Shares 300 Est. Cost $33.93 Unrealized
AROC ARCHROCK INC 0.0%
Value ($000) $10 Shares 500 Est. Cost $18.67 Unrealized 0.0%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $10 Shares 69 Est. Cost $127.43 Unrealized
NFLT ETFIS SER TR I 0.0%
Value ($000) $10 Shares 450 Est. Cost $22.32 Unrealized
FMDE FIDELITY COVINGTON TRUST 0.0%
Value ($000) $10 Shares 330 Est. Cost $27.27 Unrealized
RECS COLUMBIA ETF TR I 0.0%
Value ($000) $10 Shares 300 Est. Cost $30.98 Unrealized
SRPT SAREPTA THERAPEUTICS INC 0.0%
Value ($000) $9 Shares 60 Est. Cost $122.50 Unrealized +4.9%
RSPM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $9 Shares 265 Est. Cost $34.49 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $9 Shares 50 Est. Cost $158.57 Unrealized -48.2%
GLP GLOBAL PARTNERS LP 0.0%
Value ($000) $9 Shares 200 Est. Cost $10.00 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $9 Shares 82 Est. Cost $51.61 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $9 Shares 45 Est. Cost $125.31 Unrealized +47.7%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $9 Shares 16 Est. Cost $263.72 Unrealized +94.8%
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $9 Shares 100 Est. Cost $90.84 Unrealized 0.0%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $9 Shares 200 Est. Cost $32.84 Unrealized +16.0%
DTE DTE ENERGY CO 0.0%
Value ($000) $9 Shares 77 Est. Cost $105.46 Unrealized 0.0%
MPLX MPLX LP 0.0%
Value ($000) $9 Shares 200 Est. Cost $42.59 Unrealized
BMO BANK MONTREAL QUE 0.0%
Value ($000) $8 Shares 100 Est. Cost $55.44 Unrealized +53.9%
NRIX NURIX THERAPEUTICS INC 0.0%
Value ($000) $8 Shares 400 Est. Cost $15.57 Unrealized 0.0%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $8 Shares 215 Est. Cost $38.41 Unrealized
FUTU FUTU HLDGS LTD 0.0%
Value ($000) $8 Shares 125 Est. Cost $34.23 Unrealized
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 +19.4%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $8 Shares 106 Est. Cost $74.89 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $8 Shares 110 Est. Cost $72.05 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $8 Shares 25 Est. Cost $159.90 Unrealized +88.3%
AGI ALAMOS GOLD INC NEW 0.0%
Value ($000) $8 Shares 500 Est. Cost $15.57 Unrealized 0.0%
VICI VICI PPTYS INC 0.0%
Value ($000) $7 Shares 259 Est. Cost $26.06 Unrealized 0.0%
TER TERADYNE INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $84.55 Unrealized +49.2%
CC CHEMOURS CO 0.0%
Value ($000) $7 Shares 323 Est. Cost $8.33 Unrealized +193.4%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $7 Shares 31 Est. Cost $181.15 Unrealized +25.8%
APTIV PLC 0.0%
Value ($000) $7 Shares 100 Est. Cost $111.60 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $7 Shares 31 Est. Cost $153.69 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $7 Shares 118 Est. Cost $63.67 Unrealized -13.7%
QDF FLEXSHARES TR 0.0%
Value ($000) $7 Shares 100 Est. Cost $34.29 Unrealized
TILRAY BRANDS INC 0.0%
Value ($000) $7 Shares 4,000 Est. Cost $1.66 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $7 Shares 36 Est. Cost $166.67 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $6 Shares 66 Est. Cost $82.23 Unrealized +15.4%
SLVM SYLVAMO CORP 0.0%
Value ($000) $6 Shares 91 Est. Cost $38.41 Unrealized +62.7%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $6 Shares 10 Est. Cost $460.60 Unrealized
CIM CHIMERA INVT CORP 0.0%
Value ($000) $6 Shares 461 Est. Cost $12.80 Unrealized
DAVA ENDAVA PLC 0.0%
Value ($000) $6 Shares 200 Est. Cost $37.50 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $6 Shares 100 Est. Cost $54.12 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $6 Shares 48 Est. Cost $52.37 Unrealized +102.1%
SBUX STARBUCKS CORP 0.0%
Value ($000) $5 Shares 69 Est. Cost $68.54 Unrealized +13.9%
S SENTINELONE INC 0.0%
Value ($000) $5 Shares 250 Est. Cost $26.13 Unrealized -21.5%
GEN GEN DIGITAL INC 0.0%
Value ($000) $5 Shares 206 Est. Cost $19.02 Unrealized +16.8%
PLD PROLOGIS INC. 0.0%
Value ($000) $5 Shares 45 Est. Cost $102.98 Unrealized +1.5%
WCBR WISDOMTREE TR 0.0%
Value ($000) $5 Shares 200 Est. Cost $20.00 Unrealized
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 +11.7%
ZYXIQ ZYNEX INC 0.0%
Value ($000) $5 Shares 500 Est. Cost $16.74 Unrealized -36.5%
CI THE CIGNA GROUP 0.0%
Value ($000) $5 Shares 14 Est. Cost $244.64 Unrealized +36.6%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $5 Shares 29 Est. Cost $155.25 Unrealized -2.3%
HALO HALOZYME THERAPEUTICS INC 0.0%
Value ($000) $4 Shares 85 Est. Cost $37.49 Unrealized +17.0%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 44 Est. Cost $79.55 Unrealized
NGVT INGEVITY CORP 0.0%
Value ($000) $4 Shares 100 Est. Cost $49.91 Unrealized -3.2%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $4 Shares 28 Est. Cost $174.29 Unrealized -15.9%
ALKS ALKERMES PLC 0.0%
Value ($000) $4 Shares 150 Est. Cost $26.29 Unrealized -6.7%
BATRA ATLANTA BRAVES HLDGS INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $42.37 Unrealized -2.3%
IEMG ISHARES INC 0.0%
Value ($000) $4 Shares 77 Est. Cost $50.58 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $4 Shares 7 Est. Cost $214.77 Unrealized +157.3%
USHY ISHARES TR 0.0%
Value ($000) $4 Shares 109 Est. Cost $36.35 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $40.42 Unrealized -12.1%
PIMCO INCOME STRATEGY FD II 0.0%
Value ($000) $3 Shares 300 Est. Cost $10.43 Unrealized
BXP BOSTON PROPERTIES INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $87.44 Unrealized -36.1%
VNT VONTIER CORPORATION 0.0%
Value ($000) $3 Shares 80 Est. Cost $39.00 Unrealized +3.4%
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
DOCS DOXIMITY INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $73.14 Unrealized -63.9%
CLNE CLEAN ENERGY FUELS CORP 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $3.82 Unrealized -32.5%
IWM ISHARES TR 0.0%
Value ($000) $3 Shares 13 Est. Cost $185.03 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $166.82 Unrealized -5.4%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $2 Shares 37 Est. Cost $51.06 Unrealized +24.5%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $2 Shares 23 Est. Cost $44.62 Unrealized +122.4%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $2 Shares 69 Est. Cost $30.80 Unrealized +5.6%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $151.82 Unrealized +36.8%
AA ALCOA CORP 0.0%
Value ($000) $2 Shares 51 Est. Cost $47.68 Unrealized -20.4%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $2 Shares 13 Est. Cost $126.69 Unrealized
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
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $50.00 Unrealized
NWPX NORTHWEST PIPE CO 0.0%
Value ($000) $2 Shares 50 Est. Cost $35.33 Unrealized -3.9%
CDXS CODEXIS INC 0.0%
Value ($000) $2 Shares 500 Est. Cost $12.46 Unrealized -74.2%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $2 Shares 23 Est. Cost $69.63 Unrealized -5.5%
TJX TJX COS INC NEW 0.0%
Value ($000) $1 Shares 13 Est. Cost $69.50 Unrealized +42.0%
ALEC ALECTOR INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $18.05 Unrealized -71.5%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $18.49 Unrealized -61.9%
PLUG PLUG POWER INC 0.0%
Value ($000) $1 Shares 510 Est. Cost $6.69 Unrealized -57.2%
MRNA MODERNA INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.80 Unrealized +25.5%
INTF ISHARES TR 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.57 Unrealized
GEM GOLDMAN SACHS ETF TR 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
NG NOVAGOLD RES INC 0.0%
Value ($000) $1 Shares 249 Est. Cost $3.41 Unrealized -2.6%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $52.41 Unrealized -12.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $14.23 Unrealized -43.7%
ALIT ALIGHT INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.04 Unrealized -20.8%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $1 Shares 9 Est. Cost $79.45 Unrealized +2.4%
ASIX ADVANSIX INC 0.0%
Value ($000) $1 Shares 28 Est. Cost $26.45 Unrealized -10.1%
BWA BORGWARNER INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $37.80 Unrealized -10.5%
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) $1 Shares 25 Est. Cost $13.35 Unrealized +32.0%
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $1 Shares 45 Est. Cost $49.24 Unrealized -71.3%
EVH EVOLENT HEALTH INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $31.91 Unrealized -20.0%
DNOW DNOW INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $33.16 Unrealized -57.1%
FE FIRSTENERGY CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $33.15 Unrealized +9.6%
LUCID GROUP INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $40.00 Unrealized
DBV TECHNOLOGIES S A 0.0%
Value ($000) $0 Shares 300 Est. Cost $0.80 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $0 Shares 11 Est. Cost $10.69 Unrealized +4.1%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $10.08 Unrealized +137.9%
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $48.25 Unrealized -8.0%
KOPN KOPIN CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $4.03 Unrealized -75.8%
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 -89.2%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $32.58 Unrealized -42.4%
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 +44.4%