MARK SHEPTOFF FINANCIAL PLANNING, LLC Diversified Active

CIK: 0001607355 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 14, 2024

Total Value ($000): $188,203 (100.0% shares, 0.0% debt)

Holdings (428)

MSFT MICROSOFT CORP 11.5%
Value ($000) $21,726 Shares 50,489 Est. Cost $91.64 Unrealized +361.7%
UNH UNITEDHEALTH GROUP INC 8.7%
Value ($000) $16,323 Shares 27,918 Est. Cost $77.62 Unrealized +606.4%
NEE NEXTERA ENERGY INC 8.6%
Value ($000) $16,100 Shares 190,463 Est. Cost $55.61 Unrealized +34.6%
AAPL APPLE INC 6.4%
Value ($000) $12,076 Shares 51,830 Est. Cost $89.42 Unrealized +148.2%
PEP PEPSICO INC 4.2%
Value ($000) $7,895 Shares 46,429 Est. Cost $62.18 Unrealized +162.0%
JNJ JOHNSON & JOHNSON 3.1%
Value ($000) $5,826 Shares 35,949 Est. Cost $85.15 Unrealized +79.3%
VEEV VEEVA SYS INC 3.0%
Value ($000) $5,603 Shares 26,697 Est. Cost $63.88 Unrealized +209.4%
VRTX VERTEX PHARMACEUTICALS INC 2.8%
Value ($000) $5,230 Shares 11,246 Est. Cost $191.16 Unrealized +151.3%
ABBV ABBVIE INC 2.7%
Value ($000) $5,024 Shares 25,439 Est. Cost $49.54 Unrealized +260.7%
ABT ABBOTT LABS 2.6%
Value ($000) $4,875 Shares 42,760 Est. Cost $42.05 Unrealized +154.6%
RTX RTX CORPORATION 1.9%
Value ($000) $3,636 Shares 30,007 Est. Cost $89.11 Unrealized +24.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.8%
Value ($000) $3,296 Shares 7,162 Est. Cost $131.76 Unrealized +235.6%
PLTR PALANTIR TECHNOLOGIES INC 1.5%
Value ($000) $2,811 Shares 75,575 Est. Cost $20.28 Unrealized +51.3%
TSLA TESLA INC 1.5%
Value ($000) $2,772 Shares 10,594 Est. Cost $230.58 Unrealized -1.1%
COST COSTCO WHSL CORP NEW 1.4%
Value ($000) $2,674 Shares 3,016 Est. Cost $187.96 Unrealized +358.6%
GD GENERAL DYNAMICS CORP 1.3%
Value ($000) $2,415 Shares 7,991 Est. Cost $117.48 Unrealized +143.9%
V VISA INC 1.2%
Value ($000) $2,336 Shares 8,494 Est. Cost $96.95 Unrealized +176.1%
MDLZ MONDELEZ INTL INC 1.2%
Value ($000) $2,297 Shares 31,176 Est. Cost $29.18 Unrealized +130.2%
NVDA NVIDIA CORPORATION 1.2%
Value ($000) $2,174 Shares 17,899 Est. Cost $94.92 Unrealized +24.4%
KO COCA COLA CO 1.1%
Value ($000) $2,048 Shares 28,506 Est. Cost $35.03 Unrealized +87.4%
RYAN RYAN SPECIALTY HOLDINGS INC 1.0%
Value ($000) $1,967 Shares 29,625 Est. Cost $32.92 Unrealized +89.8%
RSP INVESCO EXCHANGE TRADED FD T 1.0%
Value ($000) $1,921 Shares 10,725 Est. Cost $170.95 Unrealized
LMT LOCKHEED MARTIN CORP 0.9%
Value ($000) $1,754 Shares 3,000 Est. Cost $246.86 Unrealized +109.2%
STZ CONSTELLATION BRANDS INC 0.9%
Value ($000) $1,714 Shares 6,650 Est. Cost $140.93 Unrealized +70.5%
SJM SMUCKER J M CO 0.9%
Value ($000) $1,651 Shares 13,635 Est. Cost $77.90 Unrealized +43.2%
AWK AMERICAN WTR WKS CO INC NEW 0.9%
Value ($000) $1,636 Shares 11,190 Est. Cost $54.97 Unrealized +149.7%
HD HOME DEPOT INC 0.8%
Value ($000) $1,554 Shares 3,836 Est. Cost $124.71 Unrealized +182.8%
CIBR FIRST TR EXCHANGE TRADED FD 0.8%
Value ($000) $1,434 Shares 24,205 Est. Cost $55.92 Unrealized
VYM VANGUARD WHITEHALL FDS 0.7%
Value ($000) $1,402 Shares 10,939 Est. Cost $118.64 Unrealized
IHAK ISHARES TR 0.7%
Value ($000) $1,401 Shares 28,741 Est. Cost $37.08 Unrealized
LLY ELI LILLY & CO 0.7%
Value ($000) $1,248 Shares 1,409 Est. Cost $185.81 Unrealized +379.1%
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $1,173 Shares 2,045 Est. Cost $297.57 Unrealized
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $1,104 Shares 6,372 Est. Cost $89.41 Unrealized +83.7%
MMM 3M CO 0.6%
Value ($000) $1,102 Shares 8,063 Est. Cost $93.35 Unrealized +27.6%
CLS CELESTICA INC 0.6%
Value ($000) $1,048 Shares 20,500 Est. Cost $50.44 Unrealized +2.5%
AMZN AMAZON COM INC 0.5%
Value ($000) $1,026 Shares 5,507 Est. Cost $140.51 Unrealized +29.9%
HRL HORMEL FOODS CORP 0.5%
Value ($000) $973 Shares 30,685 Est. Cost $26.80 Unrealized +12.5%
AEP AMERICAN ELEC PWR CO INC 0.5%
Value ($000) $936 Shares 9,125 Est. Cost $72.20 Unrealized +28.9%
HIG HARTFORD FINL SVCS GROUP INC 0.5%
Value ($000) $936 Shares 7,960 Est. Cost $27.12 Unrealized +294.8%
TKR TIMKEN CO 0.5%
Value ($000) $919 Shares 12,513 Est. Cost $41.15 Unrealized +99.9%
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $868 Shares 8,364 Est. Cost $51.19 Unrealized +93.2%
TTC TORO CO 0.5%
Value ($000) $866 Shares 9,983 Est. Cost $39.50 Unrealized +127.6%
HON HONEYWELL INTL INC 0.5%
Value ($000) $855 Shares 4,136 Est. Cost $90.86 Unrealized +107.3%
MRK MERCK & CO INC 0.5%
Value ($000) $848 Shares 7,468 Est. Cost $78.02 Unrealized +44.8%
CLX CLOROX CO DEL 0.4%
Value ($000) $831 Shares 5,100 Est. Cost $76.97 Unrealized +83.4%
BX BLACKSTONE INC 0.4%
Value ($000) $789 Shares 5,150 Est. Cost $48.38 Unrealized +176.3%
FAS DIREXION SHS ETF TR 0.4%
Value ($000) $779 Shares 6,000 Est. Cost $43.73 Unrealized
TXN TEXAS INSTRS INC 0.4%
Value ($000) $772 Shares 3,735 Est. Cost $67.62 Unrealized +185.4%
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $751 Shares 3,791 Est. Cost $115.46 Unrealized
COO COOPER COS INC 0.4%
Value ($000) $749 Shares 6,785 Est. Cost $96.75 Unrealized +0.6%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $596 Shares 7,632 Est. Cost $46.42 Unrealized +43.7%
IVV ISHARES TR 0.3%
Value ($000) $578 Shares 1,002 Est. Cost $493.22 Unrealized
NVS NOVARTIS AG 0.3%
Value ($000) $565 Shares 4,916 Est. Cost $86.65 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $542 Shares 18,739 Est. Cost $32.42 Unrealized -17.7%
TRV TRAVELERS COMPANIES INC 0.3%
Value ($000) $472 Shares 2,015 Est. Cost $91.38 Unrealized +135.6%
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value ($000) $461 Shares 400 Est. Cost $15.48 Unrealized +374.5%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $455 Shares 3,200 Est. Cost $82.72 Unrealized +62.2%
FISV FISERV INC 0.2%
Value ($000) $427 Shares 2,376 Est. Cost $58.64 Unrealized +181.3%
GEN GEN DIGITAL INC 0.2%
Value ($000) $425 Shares 15,507 Est. Cost $24.97 Unrealized +0.3%
PWR QUANTA SVCS INC 0.2%
Value ($000) $403 Shares 1,350 Est. Cost $105.37 Unrealized +150.5%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $384 Shares 1,850 Est. Cost $112.71 Unrealized +81.2%
KWR QUAKER HOUGHTON 0.2%
Value ($000) $371 Shares 2,200 Est. Cost $103.51 Unrealized +63.3%
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $367 Shares 1,740 Est. Cost $115.65 Unrealized +77.2%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.2%
Value ($000) $361 Shares 15,500 Est. Cost $21.07 Unrealized +2.6%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $359 Shares 1,609 Est. Cost $38.81 Unrealized +459.0%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.2%
Value ($000) $357 Shares 4,000 Est. Cost $33.81 Unrealized +125.8%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $354 Shares 726 Est. Cost $293.22 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $352 Shares 1,155 Est. Cost $174.64 Unrealized +52.7%
DXCM DEXCOM INC 0.2%
Value ($000) $326 Shares 4,860 Est. Cost $88.98 Unrealized -7.7%
XIFR NEXTERA ENERGY PARTNERS LP 0.2%
Value ($000) $319 Shares 11,550 Est. Cost $45.98 Unrealized -43.6%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $315 Shares 2,735 Est. Cost $57.00 Unrealized +85.8%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $314 Shares 635 Est. Cost $200.14 Unrealized +130.7%
CVS CVS HEALTH CORP 0.2%
Value ($000) $311 Shares 4,949 Est. Cost $59.83 Unrealized -7.7%
LOW LOWES COS INC 0.2%
Value ($000) $300 Shares 1,107 Est. Cost $144.92 Unrealized +63.0%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $298 Shares 1,054 Est. Cost $107.48 Unrealized
HEI HEICO CORP NEW 0.2%
Value ($000) $298 Shares 1,139 Est. Cost $58.98 Unrealized +310.2%
T AT&T INC 0.2%
Value ($000) $292 Shares 13,292 Est. Cost $15.82 Unrealized +18.7%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $292 Shares 2,492 Est. Cost $58.68 Unrealized +87.5%
ED CONSOLIDATED EDISON INC 0.2%
Value ($000) $292 Shares 2,800 Est. Cost $43.62 Unrealized +116.5%
CSX CSX CORP 0.2%
Value ($000) $290 Shares 8,400 Est. Cost $15.02 Unrealized +121.2%
HESM HESS MIDSTREAM LP 0.2%
Value ($000) $284 Shares 8,050 Est. Cost $32.36 Unrealized 0.0%
INTC INTEL CORP 0.1%
Value ($000) $282 Shares 12,000 Est. Cost $28.23 Unrealized -11.8%
OGE OGE ENERGY CORP 0.1%
Value ($000) $271 Shares 6,600 Est. Cost $32.74 Unrealized +18.5%
MDT MEDTRONIC PLC 0.1%
Value ($000) $253 Shares 2,808 Est. Cost $81.20 Unrealized -0.5%
NFLX NETFLIX INC 0.1%
Value ($000) $236 Shares 333 Est. Cost $64.70 Unrealized +3.4%
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $230 Shares 2,200 Est. Cost $44.68 Unrealized +125.8%
META META PLATFORMS INC 0.1%
Value ($000) $226 Shares 395 Est. Cost $254.54 Unrealized +101.2%
DHR DANAHER CORPORATION 0.1%
Value ($000) $222 Shares 800 Est. Cost $135.53 Unrealized +93.6%
CSCO CISCO SYS INC 0.1%
Value ($000) $218 Shares 4,100 Est. Cost $38.73 Unrealized +20.8%
SYY SYSCO CORP 0.1%
Value ($000) $210 Shares 2,688 Est. Cost $68.94 Unrealized +4.6%
URI UNITED RENTALS INC 0.1%
Value ($000) $202 Shares 250 Est. Cost $127.78 Unrealized +456.3%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $195 Shares 12,160 Est. Cost $15.15 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $191 Shares 1,367 Est. Cost $76.75 Unrealized +73.0%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $189 Shares 4,529 Est. Cost $28.19 Unrealized +33.9%
DIS DISNEY WALT CO 0.1%
Value ($000) $188 Shares 1,951 Est. Cost $103.14 Unrealized -12.2%
NI NISOURCE INC 0.1%
Value ($000) $187 Shares 5,400 Est. Cost $30.72 Unrealized 0.0%
EOG EOG RES INC 0.1%
Value ($000) $172 Shares 1,400 Est. Cost $71.06 Unrealized +69.4%
FELV FIDELITY COVINGTON TRUST 0.1%
Value ($000) $171 Shares 5,532 Est. Cost $26.85 Unrealized
WMT WALMART INC 0.1%
Value ($000) $170 Shares 2,100 Est. Cost $44.72 Unrealized +62.1%
ENS ENERSYS 0.1%
Value ($000) $168 Shares 1,650 Est. Cost $62.40 Unrealized +59.4%
GOOGL ALPHABET INC 0.1%
Value ($000) $164 Shares 987 Est. Cost $107.24 Unrealized +55.5%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $162 Shares 650 Est. Cost $77.36 Unrealized +201.2%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $150 Shares 917 Est. Cost $128.62 Unrealized +18.1%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $145 Shares 2,800 Est. Cost $47.06 Unrealized -7.2%
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $145 Shares 750 Est. Cost $148.39 Unrealized +23.4%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $143 Shares 2,350 Est. Cost $43.20 Unrealized +25.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $140 Shares 804 Est. Cost $116.18 Unrealized
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $138 Shares 1,380 Est. Cost $124.74 Unrealized -26.0%
VBNK VERSABANK NEW 0.1%
Value ($000) $137 Shares 10,300 Est. Cost $13.28 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $131 Shares 1,450 Est. Cost $53.14 Unrealized +53.6%
OKE ONEOK INC NEW 0.1%
Value ($000) $126 Shares 1,388 Est. Cost $45.35 Unrealized +79.7%
PSX PHILLIPS 66 0.1%
Value ($000) $126 Shares 960 Est. Cost $68.68 Unrealized +87.0%
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $122 Shares 300 Est. Cost $129.56 Unrealized +179.5%
ZTS ZOETIS INC 0.1%
Value ($000) $120 Shares 614 Est. Cost $120.76 Unrealized +50.2%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $115 Shares 656 Est. Cost $139.99 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $112 Shares 400 Est. Cost $216.93 Unrealized +31.0%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $110 Shares 745 Est. Cost $95.47 Unrealized +46.6%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $109 Shares 800 Est. Cost $123.03 Unrealized -2.0%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $105 Shares 100 Est. Cost $553.80 Unrealized +99.8%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $105 Shares 273 Est. Cost $259.70 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $104 Shares 361 Est. Cost $112.30 Unrealized +141.1%
GE GE AEROSPACE 0.1%
Value ($000) $104 Shares 549 Est. Cost $92.33 Unrealized +81.9%
GNK GENCO SHIPPING & TRADING LTD 0.1%
Value ($000) $103 Shares 5,300 Est. Cost $14.53 Unrealized +28.3%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $103 Shares 1,075 Est. Cost $52.52 Unrealized +62.1%
EMR EMERSON ELEC CO 0.1%
Value ($000) $103 Shares 1,000 Est. Cost $59.62 Unrealized +76.2%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $102 Shares 240 Est. Cost $342.62 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $101 Shares 2,779 Est. Cost $31.13 Unrealized
GNW GENWORTH FINL INC 0.1%
Value ($000) $101 Shares 15,090 Est. Cost $16.05 Unrealized -59.0%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $100 Shares 420 Est. Cost $214.68 Unrealized
CWST CASELLA WASTE SYS INC 0.1%
Value ($000) $99 Shares 1,000 Est. Cost $83.78 Unrealized +23.5%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $98 Shares 2,177 Est. Cost $34.62 Unrealized +10.9%
CTVA CORTEVA INC 0.1%
Value ($000) $97 Shares 1,653 Est. Cost $25.18 Unrealized +113.6%
DIREXION SHS ETF TR 0.0%
Value ($000) $92 Shares 4,200 Est. Cost $27.38 Unrealized
ALC ALCON AG 0.0%
Value ($000) $90 Shares 902 Est. Cost $84.91 Unrealized +10.4%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $88 Shares 501 Est. Cost $187.92 Unrealized +19.5%
ZIM ZIM INTEGRATED SHIPPING SERV 0.0%
Value ($000) $87 Shares 3,400 Est. Cost $31.76 Unrealized -38.8%
BA BOEING CO 0.0%
Value ($000) $87 Shares 476 Est. Cost $204.52 Unrealized -16.2%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $87 Shares 833 Est. Cost $50.53 Unrealized +84.1%
ORCL ORACLE CORP 0.0%
Value ($000) $85 Shares 500 Est. Cost $88.04 Unrealized +62.5%
EBAY EBAY INC. 0.0%
Value ($000) $85 Shares 1,300 Est. Cost $21.08 Unrealized +167.0%
MET METLIFE INC 0.0%
Value ($000) $84 Shares 1,019 Est. Cost $35.52 Unrealized +102.3%
CRM SALESFORCE INC 0.0%
Value ($000) $82 Shares 300 Est. Cost $253.82 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $77 Shares 136 Est. Cost $442.79 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $76 Shares 6,775 Est. Cost $33.84 Unrealized -57.5%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $76 Shares 600 Est. Cost $38.96 Unrealized +205.1%
MTB M & T BK CORP 0.0%
Value ($000) $75 Shares 423 Est. Cost $121.39 Unrealized +31.1%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $72 Shares 800 Est. Cost $32.57 Unrealized +128.8%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $71 Shares 740 Est. Cost $47.16 Unrealized +79.4%
GLW CORNING INC 0.0%
Value ($000) $71 Shares 1,575 Est. Cost $28.07 Unrealized +45.6%
PAAS PAN AMERN SILVER CORP 0.0%
Value ($000) $70 Shares 3,359 Est. Cost $20.25 Unrealized +4.1%
SDY SPDR SER TR 0.0%
Value ($000) $67 Shares 475 Est. Cost $77.14 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $67 Shares 1,100 Est. Cost $44.12 Unrealized +33.8%
DVA DAVITA INC 0.0%
Value ($000) $66 Shares 400 Est. Cost $94.72 Unrealized +56.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $64 Shares 339 Est. Cost $103.58 Unrealized +66.9%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $63 Shares 273 Est. Cost $134.04 Unrealized +57.3%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $63 Shares 3,500 Est. Cost $16.25 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $61 Shares 850 Est. Cost $47.06 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $61 Shares 500 Est. Cost $46.99 Unrealized +135.3%
BIL SPDR SER TR 0.0%
Value ($000) $61 Shares 659 Est. Cost $91.79 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $60 Shares 457 Est. Cost $100.34 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $60 Shares 360 Est. Cost $129.87 Unrealized +29.5%
QCOM QUALCOMM INC 0.0%
Value ($000) $59 Shares 347 Est. Cost $145.52 Unrealized +17.6%
FLEX FLEX LTD 0.0%
Value ($000) $59 Shares 1,750 Est. Cost $15.36 Unrealized +100.2%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $55 Shares 200 Est. Cost $63.14 Unrealized +301.5%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $55 Shares 300 Est. Cost $72.27 Unrealized +110.2%
USB US BANCORP DEL 0.0%
Value ($000) $55 Shares 1,200 Est. Cost $32.57 Unrealized +26.3%
ADBE ADOBE INC 0.0%
Value ($000) $54 Shares 105 Est. Cost $441.25 Unrealized +24.3%
POR PORTLAND GEN ELEC CO 0.0%
Value ($000) $53 Shares 1,100 Est. Cost $30.28 Unrealized +44.3%
MS MORGAN STANLEY 0.0%
Value ($000) $52 Shares 496 Est. Cost $74.14 Unrealized +30.7%
CAT CATERPILLAR INC 0.0%
Value ($000) $52 Shares 132 Est. Cost $184.41 Unrealized +83.7%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $51 Shares 150 Est. Cost $48.98 Unrealized +243.6%
DT DYNATRACE INC 0.0%
Value ($000) $51 Shares 950 Est. Cost $46.10 Unrealized +3.3%
SHEL SHELL PLC 0.0%
Value ($000) $49 Shares 750 Est. Cost $54.09 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $49 Shares 4,891 Est. Cost $9.98 Unrealized
KELLANOVA 0.0%
Value ($000) $48 Shares 600 Est. Cost $50.78 Unrealized +34.7%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $46 Shares 75 Est. Cost $419.92 Unrealized +40.3%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $44 Shares 499 Est. Cost $27.52 Unrealized +19.9%
QUAL ISHARES TR 0.0%
Value ($000) $43 Shares 239 Est. Cost $179.30 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $43 Shares 680 Est. Cost $54.37 Unrealized +9.3%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $41 Shares 138 Est. Cost $277.09 Unrealized +10.1%
MTUS METALLUS INC 0.0%
Value ($000) $41 Shares 2,756 Est. Cost $45.14 Unrealized -60.2%
VCYT VERACYTE INC 0.0%
Value ($000) $41 Shares 1,200 Est. Cost $33.67 Unrealized -16.5%
CGUS CAPITAL GROUP CORE EQUITY ET 0.0%
Value ($000) $40 Shares 1,179 Est. Cost $26.27 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $40 Shares 300 Est. Cost $75.70 Unrealized +61.1%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $39 Shares 150 Est. Cost $111.59 Unrealized +112.6%
UPRO PROSHARES TR 0.0%
Value ($000) $39 Shares 452 Est. Cost $54.78 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $39 Shares 525 Est. Cost $72.80 Unrealized -9.8%
CMS CMS ENERGY CORP 0.0%
Value ($000) $38 Shares 539 Est. Cost $29.21 Unrealized +115.8%
VECO VEECO INSTRS INC DEL 0.0%
Value ($000) $36 Shares 1,100 Est. Cost $26.63 Unrealized +40.7%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $36 Shares 439 Est. Cost $60.14 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $36 Shares 350 Est. Cost $89.83 Unrealized +15.7%
MHK MOHAWK INDS INC 0.0%
Value ($000) $36 Shares 225 Est. Cost $143.92 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $36 Shares 500 Est. Cost $40.06 Unrealized +59.4%
FTV FORTIVE CORP 0.0%
Value ($000) $36 Shares 450 Est. Cost $31.86 Unrealized +71.6%
STOT SSGA ACTIVE TR 0.0%
Value ($000) $35 Shares 739 Est. Cost $47.47 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $34 Shares 862 Est. Cost $27.87 Unrealized +39.1%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $34 Shares 425 Est. Cost $51.32 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $34 Shares 169 Est. Cost $180.39 Unrealized +12.2%
GMAB GENMAB A/S 0.0%
Value ($000) $34 Shares 1,400 Est. Cost $35.32 Unrealized
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $33 Shares 250 Est. Cost $95.83 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $33 Shares 2,842 Est. Cost $12.66 Unrealized -14.6%
DFH DREAM FINDERS HOMES INC 0.0%
Value ($000) $33 Shares 900 Est. Cost $30.72 Unrealized 0.0%
XYL XYLEM INC 0.0%
Value ($000) $32 Shares 240 Est. Cost $133.48 Unrealized -1.4%
REMX VANECK ETF TRUST 0.0%
Value ($000) $32 Shares 700 Est. Cost $51.17 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $32 Shares 480 Est. Cost $82.95 Unrealized -12.4%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $32 Shares 220 Est. Cost $88.08 Unrealized +63.5%
IJH ISHARES TR 0.0%
Value ($000) $31 Shares 505 Est. Cost $76.76 Unrealized
RING ISHARES INC 0.0%
Value ($000) $31 Shares 950 Est. Cost $29.66 Unrealized
KGC KINROSS GOLD CORP 0.0%
Value ($000) $31 Shares 3,300 Est. Cost $7.66 Unrealized +17.2%
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $31 Shares 530 Est. Cost $55.08 Unrealized -5.1%
DFAU DIMENSIONAL ETF TRUST 0.0%
Value ($000) $31 Shares 770 Est. Cost $29.92 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $30 Shares 479 Est. Cost $37.12 Unrealized +48.2%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $30 Shares 57 Est. Cost $437.28 Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $30 Shares 300 Est. Cost $85.43 Unrealized -3.2%
LQD ISHARES TR 0.0%
Value ($000) $30 Shares 263 Est. Cost $110.66 Unrealized
VST VISTRA CORP 0.0%
Value ($000) $30 Shares 250 Est. Cost $84.10 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $28 Shares 100 Est. Cost $244.50 Unrealized +13.9%
DEO DIAGEO PLC 0.0%
Value ($000) $28 Shares 200 Est. Cost $128.70 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $28 Shares 600 Est. Cost $45.05 Unrealized -6.4%
BLFS BIOLIFE SOLUTIONS INC 0.0%
Value ($000) $28 Shares 1,100 Est. Cost $23.62 Unrealized 0.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $27 Shares 260 Est. Cost $50.57 Unrealized +107.8%
DOW DOW INC 0.0%
Value ($000) $27 Shares 499 Est. Cost $37.22 Unrealized +28.7%
IHI ISHARES TR 0.0%
Value ($000) $27 Shares 450 Est. Cost $107.41 Unrealized
OTEX OPEN TEXT CORP 0.0%
Value ($000) $27 Shares 800 Est. Cost $23.41 Unrealized +28.0%
HOV HOVNANIAN ENTERPRISES INC 0.0%
Value ($000) $27 Shares 130 Est. Cost $16.26 Unrealized +1081.1%
ERIC TELEFONAKTIEBOLAGET LM ERICS 0.0%
Value ($000) $27 Shares 3,500 Est. Cost $10.14 Unrealized
COKE COCA COLA CONS INC 0.0%
Value ($000) $26 Shares 20 Est. Cost $23.72 Unrealized +410.6%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $26 Shares 200 Est. Cost $47.51 Unrealized +19.2%
BOND PIMCO ETF TR 0.0%
Value ($000) $25 Shares 264 Est. Cost $91.59 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.0%
Value ($000) $25 Shares 534 Est. Cost $46.71 Unrealized
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $25 Shares 155 Est. Cost $103.61 Unrealized +39.6%
SPXL DIREXION SHS ETF TR 0.0%
Value ($000) $25 Shares 150 Est. Cost $123.98 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $24 Shares 525 Est. Cost $25.54 Unrealized +63.5%
WU WESTERN UN CO 0.0%
Value ($000) $24 Shares 2,000 Est. Cost $19.00 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $24 Shares 63 Est. Cost $335.48 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $23 Shares 290 Est. Cost $77.30 Unrealized
MSB MESABI TR 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $23.00 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $23 Shares 100 Est. Cost $124.44 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $23 Shares 247 Est. Cost $78.03 Unrealized
NKE NIKE INC 0.0%
Value ($000) $22 Shares 254 Est. Cost $128.29 Unrealized -40.8%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $22 Shares 75 Est. Cost $99.34 Unrealized +164.9%
JNK SPDR SER TR 0.0%
Value ($000) $22 Shares 225 Est. Cost $94.27 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $21 Shares 100 Est. Cost $120.00 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $21 Shares 125 Est. Cost $125.45 Unrealized +26.3%
ENB ENBRIDGE INC 0.0%
Value ($000) $20 Shares 500 Est. Cost $28.47 Unrealized +24.7%
ARTV ARTIVA BIOTHERAPEUTICS INC 0.0%
Value ($000) $20 Shares 1,300 Est. Cost $11.59 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $19 Shares 222 Est. Cost $89.11 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $19 Shares 165 Est. Cost $76.55 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $19 Shares 214 Est. Cost $85.66 Unrealized
NEO NEOGENOMICS INC 0.0%
Value ($000) $19 Shares 1,300 Est. Cost $20.51 Unrealized -23.7%
FBCG FIDELITY COVINGTON TRUST 0.0%
Value ($000) $19 Shares 443 Est. Cost $31.32 Unrealized
AGNC AGNC INVT CORP 0.0%
Value ($000) $18 Shares 1,730 Est. Cost $21.97 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $18 Shares 620 Est. Cost $23.72 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $18 Shares 148 Est. Cost $84.81 Unrealized +29.5%
AVGO BROADCOM INC 0.0%
Value ($000) $17 Shares 100 Est. Cost $140.72 Unrealized +12.3%
IJR ISHARES TR 0.0%
Value ($000) $17 Shares 147 Est. Cost $110.20 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $17 Shares 269 Est. Cost $40.03 Unrealized +37.5%
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $17 Shares 280 Est. Cost $55.36 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $16 Shares 203 Est. Cost $33.90 Unrealized +102.1%
GDL FD 0.0%
Value ($000) $16 Shares 2,000 Est. Cost $8.75 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $16 Shares 500 Est. Cost $28.90 Unrealized -2.3%
PAG PENSKE AUTOMOTIVE GRP INC 0.0%
Value ($000) $16 Shares 100 Est. Cost $46.44 Unrealized +243.4%
AMGN AMGEN INC 0.0%
Value ($000) $16 Shares 50 Est. Cost $127.52 Unrealized +145.6%
SHOP SHOPIFY INC 0.0%
Value ($000) $16 Shares 200 Est. Cost $69.07 Unrealized 0.0%
ALLY ALLY FINL INC 0.0%
Value ($000) $16 Shares 450 Est. Cost $40.90 Unrealized -7.0%
KEY KEYCORP 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $8.72 Unrealized +70.5%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $16 Shares 100 Est. Cost $421.57 Unrealized -64.8%
CONSOL ENERGY INC NEW 0.0%
Value ($000) $16 Shares 150 Est. Cost $104.91 Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $15 Shares 872 Est. Cost $11.11 Unrealized
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $15 Shares 100 Est. Cost $146.90 Unrealized 0.0%
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $15 Shares 255 Est. Cost $58.04 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $15 Shares 200 Est. Cost $149.27 Unrealized -57.1%
ACB AURORA CANNABIS INC 0.0%
Value ($000) $15 Shares 2,508 Est. Cost $6.32 Unrealized -6.3%
FDL FIRST TR MORNINGSTAR DIVID L 0.0%
Value ($000) $15 Shares 350 Est. Cost $23.85 Unrealized
IRM IRON MTN INC DEL 0.0%
Value ($000) $15 Shares 123 Est. Cost $76.66 Unrealized +33.1%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $15 Shares 180 Est. Cost $68.14 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $14 Shares 150 Est. Cost $78.43 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $14 Shares 210 Est. Cost $92.24 Unrealized -0.5%
MARATHON OIL CORP 0.0%
Value ($000) $14 Shares 600 Est. Cost $24.89 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $14 Shares 100 Est. Cost $74.55 Unrealized
EFAV ISHARES TR 0.0%
Value ($000) $13 Shares 176 Est. Cost $69.34 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $13 Shares 34 Est. Cost $93.73 Unrealized +266.0%
QQEW FIRST TR NAS100 EQ WEIGHTED 0.0%
Value ($000) $13 Shares 105 Est. Cost $115.50 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $55.96 Unrealized +103.4%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $13 Shares 100 Est. Cost $103.52 Unrealized +82.5%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $12 Shares 25 Est. Cost $475.08 Unrealized 0.0%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $12 Shares 69 Est. Cost $126.61 Unrealized +41.9%
IWP ISHARES TR 0.0%
Value ($000) $12 Shares 105 Est. Cost $112.67 Unrealized
CGW INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $12 Shares 200 Est. Cost $54.41 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $12 Shares 300 Est. Cost $16.61 Unrealized +115.3%
NET CLOUDFLARE INC 0.0%
Value ($000) $12 Shares 150 Est. Cost $59.68 Unrealized +34.7%
FUTU FUTU HLDGS LTD 0.0%
Value ($000) $12 Shares 125 Est. Cost $34.23 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $12 Shares 300 Est. Cost $33.93 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $12 Shares 2,500 Est. Cost $3.91 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $12 Shares 55 Est. Cost $170.29 Unrealized +16.9%
DDOG DATADOG INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $92.16 Unrealized +26.8%
ECL ECOLAB INC 0.0%
Value ($000) $11 Shares 45 Est. Cost $227.14 Unrealized +6.1%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $11 Shares 150 Est. Cost $52.31 Unrealized +34.6%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $11 Shares 550 Est. Cost $17.89 Unrealized
TMDX TRANSMEDICS GROUP INC 0.0%
Value ($000) $11 Shares 69 Est. Cost $154.09 Unrealized 0.0%
FMDE FIDELITY COVINGTON TRUST 0.0%
Value ($000) $11 Shares 331 Est. Cost $27.27 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $11 Shares 69 Est. Cost $127.43 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $10 Shares 55 Est. Cost $189.80 Unrealized
NFLT ETFIS SER TR I 0.0%
Value ($000) $10 Shares 450 Est. Cost $22.32 Unrealized
RECS COLUMBIA ETF TR I 0.0%
Value ($000) $10 Shares 300 Est. Cost $30.98 Unrealized
JBND J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $10 Shares 185 Est. Cost $54.65 Unrealized
PSI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $10 Shares 175 Est. Cost $128.49 Unrealized
AGI ALAMOS GOLD INC NEW 0.0%
Value ($000) $10 Shares 500 Est. Cost $15.57 Unrealized +17.4%
RSPM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $10 Shares 265 Est. Cost $34.49 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $10 Shares 77 Est. Cost $105.46 Unrealized +8.9%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $10 Shares 200 Est. Cost $32.84 Unrealized +34.6%
RBRK RUBRIK INC. 0.0%
Value ($000) $10 Shares 300 Est. Cost $32.88 Unrealized +0.7%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $10 Shares 215 Est. Cost $38.41 Unrealized
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 +58.0%
BMO BANK MONTREAL QUE 0.0%
Value ($000) $9 Shares 100 Est. Cost $55.44 Unrealized +46.4%
MPLX MPLX LP 0.0%
Value ($000) $9 Shares 200 Est. Cost $42.59 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value ($000) $9 Shares 10 Est. Cost $272.35 Unrealized 0.0%
TILRAY BRANDS INC 0.0%
Value ($000) $9 Shares 5,000 Est. Cost $1.68 Unrealized
NOBL PROSHARES TR 0.0%
Value ($000) $9 Shares 81 Est. Cost $89.15 Unrealized
IXUS ISHARES TR 0.0%
Value ($000) $9 Shares 119 Est. Cost $67.86 Unrealized
VICI VICI PPTYS INC 0.0%
Value ($000) $9 Shares 259 Est. Cost $26.06 Unrealized +11.9%
NLR VANECK ETF TRUST 0.0%
Value ($000) $8 Shares 100 Est. Cost $83.55 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $8 Shares 16 Est. Cost $263.72 Unrealized +97.5%
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
PINS PINTEREST INC 0.0%
Value ($000) $8 Shares 250 Est. Cost $39.42 Unrealized -13.8%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $8 Shares 118 Est. Cost $63.67 Unrealized -5.2%
PYLD PIMCO ETF TR 0.0%
Value ($000) $8 Shares 300 Est. Cost $25.72 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $8 Shares 100 Est. Cost $75.21 Unrealized +31.6%
SLVM SYLVAMO CORP 0.0%
Value ($000) $8 Shares 91 Est. Cost $38.41 Unrealized +85.3%
TOL TOLL BROTHERS INC 0.0%
Value ($000) $8 Shares 50 Est. Cost $135.60 Unrealized 0.0%
GLD SPDR GOLD TR 0.0%
Value ($000) $8 Shares 31 Est. Cost $153.69 Unrealized
SRPT SAREPTA THERAPEUTICS INC 0.0%
Value ($000) $7 Shares 60 Est. Cost $122.50 Unrealized +12.9%
PAGP PLAINS GP HLDGS L P 0.0%
Value ($000) $7 Shares 400 Est. Cost $18.50 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $7 Shares 66 Est. Cost $82.23 Unrealized +27.7%
CIM CHIMERA INVT CORP 0.0%
Value ($000) $7 Shares 461 Est. Cost $12.80 Unrealized
APTIV PLC 0.0%
Value ($000) $7 Shares 100 Est. Cost $111.60 Unrealized
QDF FLEXSHARES TR 0.0%
Value ($000) $7 Shares 100 Est. Cost $34.29 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $7 Shares 90 Est. Cost $78.06 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $7 Shares 300 Est. Cost $20.60 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $7 Shares 69 Est. Cost $68.54 Unrealized +20.8%
TER TERADYNE INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $84.55 Unrealized +58.4%
CC CHEMOURS CO 0.0%
Value ($000) $7 Shares 323 Est. Cost $8.33 Unrealized +131.5%
SAFE SAFEHOLD INC 0.0%
Value ($000) $7 Shares 250 Est. Cost $26.23 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $7 Shares 36 Est. Cost $166.67 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $7 Shares 27 Est. Cost $181.15 Unrealized +25.7%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $6 Shares 10 Est. Cost $460.60 Unrealized
REET ISHARES TR 0.0%
Value ($000) $6 Shares 227 Est. Cost $27.08 Unrealized
S SENTINELONE INC 0.0%
Value ($000) $6 Shares 250 Est. Cost $26.13 Unrealized -13.5%
IEMG ISHARES INC 0.0%
Value ($000) $6 Shares 103 Est. Cost $52.31 Unrealized
AMLP ALPS ETF TR 0.0%
Value ($000) $6 Shares 125 Est. Cost $47.13 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $6 Shares 45 Est. Cost $102.98 Unrealized +14.6%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $6 Shares 100 Est. Cost $54.12 Unrealized
DGII DIGI INTL INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $38.50 Unrealized -31.5%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $5 Shares 31 Est. Cost $121.27 Unrealized +21.7%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $5 Shares 48 Est. Cost $52.37 Unrealized +95.1%
TWO TWO HBRS INVT CORP 0.0%
Value ($000) $5 Shares 375 Est. Cost $15.77 Unrealized
DAVA ENDAVA PLC 0.0%
Value ($000) $5 Shares 200 Est. Cost $37.50 Unrealized
WCBR WISDOMTREE TR 0.0%
Value ($000) $5 Shares 200 Est. Cost $20.00 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $158.57 Unrealized -43.0%
HALO HALOZYME THERAPEUTICS INC 0.0%
Value ($000) $5 Shares 85 Est. Cost $37.49 Unrealized +52.9%
CI THE CIGNA GROUP 0.0%
Value ($000) $5 Shares 14 Est. Cost $244.64 Unrealized +36.9%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $5 Shares 13 Est. Cost $159.90 Unrealized +107.9%
QUS SPDR SER TR 0.0%
Value ($000) $5 Shares 30 Est. Cost $157.57 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 44 Est. Cost $79.55 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $4 Shares 29 Est. Cost $155.25 Unrealized -2.3%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $4 Shares 53 Est. Cost $70.05 Unrealized +12.5%
DOCS DOXIMITY INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $73.14 Unrealized -54.4%
ALKS ALKERMES PLC 0.0%
Value ($000) $4 Shares 150 Est. Cost $26.29 Unrealized +1.4%
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value ($000) $4 Shares 322 Est. Cost $13.43 Unrealized
BATRA ATLANTA BRAVES HLDGS INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $42.37 Unrealized +4.5%
VLUE ISHARES TR 0.0%
Value ($000) $4 Shares 38 Est. Cost $109.05 Unrealized
USHY ISHARES TR 0.0%
Value ($000) $4 Shares 109 Est. Cost $36.35 Unrealized
ZYXIQ ZYNEX INC 0.0%
Value ($000) $4 Shares 500 Est. Cost $16.74 Unrealized -49.6%
BXP BXP INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $87.44 Unrealized -23.9%
IWN ISHARES TR 0.0%
Value ($000) $4 Shares 24 Est. Cost $166.83 Unrealized
NGVT INGEVITY CORP 0.0%
Value ($000) $4 Shares 100 Est. Cost $49.91 Unrealized -20.2%
BAX BAXTER INTL INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.42 Unrealized -11.6%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $68.06 Unrealized +1.0%
BP BP PLC 0.0%
Value ($000) $4 Shares 100 Est. Cost $37.68 Unrealized
PIMCO INCOME STRATEGY FD II 0.0%
Value ($000) $3 Shares 300 Est. Cost $10.43 Unrealized
CLNE CLEAN ENERGY FUELS CORP 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $3.82 Unrealized -25.7%
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 52 Est. Cost $38.46 Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $3 Shares 37 Est. Cost $51.06 Unrealized +48.6%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $166.82 Unrealized +56.1%
VNT VONTIER CORPORATION 0.0%
Value ($000) $3 Shares 80 Est. Cost $39.00 Unrealized -8.8%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $3 Shares 25 Est. Cost $225.68 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $2 Shares 69 Est. Cost $30.80 Unrealized +3.3%
NWPX NORTHWEST PIPE CO 0.0%
Value ($000) $2 Shares 50 Est. Cost $35.33 Unrealized +12.9%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $151.82 Unrealized +45.0%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 38 Est. Cost $40.00 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $2 Shares 23 Est. Cost $69.63 Unrealized -1.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $50.00 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $2 Shares 100 Est. Cost $17.37 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $18.49 Unrealized -60.7%
CDXS CODEXIS INC 0.0%
Value ($000) $2 Shares 500 Est. Cost $12.46 Unrealized -75.2%
TJX TJX COS INC NEW 0.0%
Value ($000) $2 Shares 13 Est. Cost $69.50 Unrealized +62.2%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $2 Shares 13 Est. Cost $126.69 Unrealized
ALEC ALECTOR INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $18.05 Unrealized -70.3%
PLUG PLUG POWER INC 0.0%
Value ($000) $1 Shares 510 Est. Cost $6.69 Unrealized -66.5%
INTF ISHARES TR 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.57 Unrealized
FATE FATE THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $3.89 Unrealized 0.0%
GEM GOLDMAN SACHS ETF TR 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
NKTX NKARTA INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.68 Unrealized 0.0%
IPSC CENTURY THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 500 Est. Cost $1.96 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $1 Shares 9 Est. Cost $79.45 Unrealized +5.4%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $14.23 Unrealized -45.1%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $52.41 Unrealized -14.3%
ALIT ALIGHT INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.04 Unrealized -31.7%
EVH EVOLENT HEALTH INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $31.91 Unrealized -19.2%
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $1 Shares 45 Est. Cost $49.24 Unrealized -74.6%
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 +37.7%
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 +20.1%
DNOW DNOW INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $33.16 Unrealized -60.2%
ASIX ADVANSIX INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $26.45 Unrealized -1.1%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 39 Est. Cost $11.76 Unrealized -63.7%
DBV TECHNOLOGIES S A 0.0%
Value ($000) $0 Shares 300 Est. Cost $0.80 Unrealized
F FORD MTR CO 0.0%
Value ($000) $0 Shares 11 Est. Cost $10.69 Unrealized -2.4%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $10.08 Unrealized +142.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $48.25 Unrealized -5.3%
KOPN KOPIN CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $4.03 Unrealized -77.3%
CEL-SCI CORP 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $32.58 Unrealized -38.9%
CGC CANOPY GROWTH CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $5.96 Unrealized +1.7%