MARK SHEPTOFF FINANCIAL PLANNING, LLC Diversified Active

CIK: 0001607355 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 12, 2025

Total Value ($000): $186,391 (100.0% shares, 0.0% debt)

Holdings (431)

MSFT MICROSOFT CORP 11.4%
Value ($000) $21,281 Shares 50,489 Est. Cost $91.64 Unrealized +360.9%
NEE NEXTERA ENERGY INC 7.3%
Value ($000) $13,610 Shares 189,841 Est. Cost $55.61 Unrealized +34.9%
UNH UNITEDHEALTH GROUP INC 7.0%
Value ($000) $13,121 Shares 25,938 Est. Cost $77.62 Unrealized +612.3%
AAPL APPLE INC 6.9%
Value ($000) $12,879 Shares 51,430 Est. Cost $89.42 Unrealized +162.2%
PEP PEPSICO INC 3.7%
Value ($000) $6,979 Shares 45,899 Est. Cost $62.18 Unrealized +151.8%
PLTR PALANTIR TECHNOLOGIES INC 3.0%
Value ($000) $5,678 Shares 75,075 Est. Cost $20.28 Unrealized +187.2%
VEEV VEEVA SYS INC 3.0%
Value ($000) $5,610 Shares 26,681 Est. Cost $63.88 Unrealized +244.3%
JNJ JOHNSON & JOHNSON 2.7%
Value ($000) $5,119 Shares 35,397 Est. Cost $85.15 Unrealized +75.7%
ABT ABBOTT LABS 2.6%
Value ($000) $4,820 Shares 42,610 Est. Cost $42.05 Unrealized +169.5%
ABBV ABBVIE INC 2.4%
Value ($000) $4,521 Shares 25,439 Est. Cost $49.54 Unrealized +258.1%
VRTX VERTEX PHARMACEUTICALS INC 2.4%
Value ($000) $4,458 Shares 11,071 Est. Cost $191.16 Unrealized +142.5%
RTX RTX CORPORATION 2.4%
Value ($000) $4,444 Shares 38,407 Est. Cost $95.48 Unrealized +23.9%
TSLA TESLA INC 2.3%
Value ($000) $4,250 Shares 10,523 Est. Cost $230.58 Unrealized +39.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.7%
Value ($000) $3,246 Shares 7,162 Est. Cost $131.76 Unrealized +250.4%
NVDA NVIDIA CORPORATION 1.6%
Value ($000) $2,941 Shares 21,900 Est. Cost $102.75 Unrealized +34.1%
RSP INVESCO EXCHANGE TRADED FD T 1.5%
Value ($000) $2,774 Shares 15,830 Est. Cost $172.33 Unrealized
COST COSTCO WHSL CORP NEW 1.5%
Value ($000) $2,763 Shares 3,016 Est. Cost $187.96 Unrealized +390.9%
V VISA INC 1.4%
Value ($000) $2,685 Shares 8,494 Est. Cost $96.95 Unrealized +207.7%
CLS CELESTICA INC 1.4%
Value ($000) $2,675 Shares 28,985 Est. Cost $58.57 Unrealized +33.6%
GD GENERAL DYNAMICS CORP 1.1%
Value ($000) $2,092 Shares 7,941 Est. Cost $117.48 Unrealized +140.0%
RYAN RYAN SPECIALTY HOLDINGS INC 1.0%
Value ($000) $1,926 Shares 30,025 Est. Cost $33.41 Unrealized +108.4%
MDLZ MONDELEZ INTL INC 1.0%
Value ($000) $1,862 Shares 31,178 Est. Cost $29.18 Unrealized +118.0%
KO COCA COLA CO 1.0%
Value ($000) $1,775 Shares 28,512 Est. Cost $35.03 Unrealized +80.1%
CIBR FIRST TR EXCHANGE TRADED FD 0.9%
Value ($000) $1,669 Shares 26,305 Est. Cost $56.52 Unrealized
STZ CONSTELLATION BRANDS INC 0.8%
Value ($000) $1,414 Shares 6,400 Est. Cost $140.93 Unrealized +64.1%
AMZN AMAZON COM INC 0.8%
Value ($000) $1,399 Shares 6,376 Est. Cost $149.24 Unrealized +37.1%
IHAK ISHARES TR 0.7%
Value ($000) $1,385 Shares 28,391 Est. Cost $37.08 Unrealized
VYM VANGUARD WHITEHALL FDS 0.7%
Value ($000) $1,383 Shares 10,840 Est. Cost $118.64 Unrealized
SJM SMUCKER J M CO 0.7%
Value ($000) $1,368 Shares 12,422 Est. Cost $77.90 Unrealized +41.2%
AWK AMERICAN WTR WKS CO INC NEW 0.7%
Value ($000) $1,356 Shares 10,890 Est. Cost $54.97 Unrealized +139.0%
HD HOME DEPOT INC 0.7%
Value ($000) $1,355 Shares 3,484 Est. Cost $124.71 Unrealized +218.6%
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $1,239 Shares 2,549 Est. Cost $246.86 Unrealized +113.6%
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $1,199 Shares 2,045 Est. Cost $297.57 Unrealized
LLY ELI LILLY & CO 0.6%
Value ($000) $1,088 Shares 1,409 Est. Cost $185.81 Unrealized +341.9%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $1,054 Shares 6,287 Est. Cost $89.41 Unrealized +85.4%
MMM 3M CO 0.6%
Value ($000) $1,028 Shares 7,963 Est. Cost $93.35 Unrealized +37.5%
HON HONEYWELL INTL INC 0.5%
Value ($000) $934 Shares 4,136 Est. Cost $90.86 Unrealized +124.1%
TKR TIMKEN CO 0.5%
Value ($000) $919 Shares 12,513 Est. Cost $41.15 Unrealized +91.0%
FAS DIREXION SHS ETF TR 0.5%
Value ($000) $906 Shares 6,000 Est. Cost $43.73 Unrealized
BX BLACKSTONE INC 0.5%
Value ($000) $888 Shares 5,150 Est. Cost $48.38 Unrealized +248.9%
HIG HARTFORD FINL SVCS GROUP INC 0.5%
Value ($000) $871 Shares 7,960 Est. Cost $27.12 Unrealized +319.2%
AEP AMERICAN ELEC PWR CO INC 0.5%
Value ($000) $842 Shares 9,125 Est. Cost $72.20 Unrealized +29.0%
TTC TORO CO 0.4%
Value ($000) $800 Shares 9,983 Est. Cost $39.50 Unrealized +112.3%
CLX CLOROX CO DEL 0.4%
Value ($000) $796 Shares 4,900 Est. Cost $76.97 Unrealized +104.4%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $760 Shares 8,364 Est. Cost $51.19 Unrealized +81.8%
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $715 Shares 3,649 Est. Cost $115.46 Unrealized
HRL HORMEL FOODS CORP 0.4%
Value ($000) $712 Shares 22,685 Est. Cost $26.80 Unrealized +12.1%
TXN TEXAS INSTRS INC 0.4%
Value ($000) $700 Shares 3,735 Est. Cost $67.62 Unrealized +185.7%
MRK MERCK & CO INC 0.4%
Value ($000) $688 Shares 6,918 Est. Cost $78.02 Unrealized +26.5%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $633 Shares 7,422 Est. Cost $46.42 Unrealized +80.7%
COO COOPER COS INC 0.3%
Value ($000) $624 Shares 6,785 Est. Cost $96.75 Unrealized +5.3%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.3%
Value ($000) $603 Shares 22,850 Est. Cost $22.54 Unrealized +13.7%
IVV ISHARES TR 0.3%
Value ($000) $593 Shares 1,007 Est. Cost $493.22 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $571 Shares 28,500 Est. Cost $24.94 Unrealized -9.6%
GEN GEN DIGITAL INC 0.3%
Value ($000) $567 Shares 20,708 Est. Cost $25.78 Unrealized +9.4%
PFE PFIZER INC 0.3%
Value ($000) $505 Shares 19,039 Est. Cost $32.30 Unrealized -22.3%
FISV FISERV INC 0.3%
Value ($000) $488 Shares 2,376 Est. Cost $58.64 Unrealized +248.1%
TRV TRAVELERS COMPANIES INC 0.3%
Value ($000) $485 Shares 2,015 Est. Cost $91.38 Unrealized +168.0%
NVS NOVARTIS AG 0.3%
Value ($000) $478 Shares 4,916 Est. Cost $86.65 Unrealized
RGTI RIGETTI COMPUTING INC 0.3%
Value ($000) $478 Shares 31,300 Est. Cost $3.73 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.3%
Value ($000) $474 Shares 400 Est. Cost $15.48 Unrealized +420.8%
PWR QUANTA SVCS INC 0.2%
Value ($000) $427 Shares 1,350 Est. Cost $105.37 Unrealized +204.9%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $419 Shares 3,200 Est. Cost $82.72 Unrealized +57.3%
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $417 Shares 1,740 Est. Cost $115.65 Unrealized +97.2%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $373 Shares 1,850 Est. Cost $112.71 Unrealized +87.3%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $364 Shares 712 Est. Cost $293.22 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $342 Shares 1,609 Est. Cost $38.81 Unrealized +461.2%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.2%
Value ($000) $338 Shares 4,000 Est. Cost $33.81 Unrealized +152.2%
MCD MCDONALDS CORP 0.2%
Value ($000) $335 Shares 1,155 Est. Cost $174.64 Unrealized +66.2%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $334 Shares 635 Est. Cost $200.14 Unrealized +157.2%
T AT&T INC 0.2%
Value ($000) $316 Shares 13,892 Est. Cost $16.07 Unrealized +33.9%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $310 Shares 1,071 Est. Cost $110.37 Unrealized
KWR QUAKER HOUGHTON 0.2%
Value ($000) $310 Shares 2,200 Est. Cost $103.51 Unrealized +52.5%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $289 Shares 2,685 Est. Cost $57.00 Unrealized +90.8%
HESM HESS MIDSTREAM LP 0.2%
Value ($000) $287 Shares 7,745 Est. Cost $32.36 Unrealized +0.0%
LOW LOWES COS INC 0.1%
Value ($000) $273 Shares 1,107 Est. Cost $144.92 Unrealized +80.5%
OGE OGE ENERGY CORP 0.1%
Value ($000) $272 Shares 6,600 Est. Cost $32.74 Unrealized +27.1%
CSX CSX CORP 0.1%
Value ($000) $271 Shares 8,400 Est. Cost $15.02 Unrealized +124.3%
HEI HEICO CORP NEW 0.1%
Value ($000) $271 Shares 1,139 Est. Cost $58.98 Unrealized +339.3%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $268 Shares 2,492 Est. Cost $58.68 Unrealized +91.5%
WMT WALMART INC 0.1%
Value ($000) $257 Shares 2,850 Est. Cost $55.53 Unrealized +54.5%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $250 Shares 2,800 Est. Cost $43.62 Unrealized +117.3%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $244 Shares 12,460 Est. Cost $15.25 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $243 Shares 4,100 Est. Cost $38.73 Unrealized +43.0%
DXCM DEXCOM INC 0.1%
Value ($000) $233 Shares 2,990 Est. Cost $88.98 Unrealized -16.8%
MDT MEDTRONIC PLC 0.1%
Value ($000) $232 Shares 2,908 Est. Cost $81.29 Unrealized +3.1%
META META PLATFORMS INC 0.1%
Value ($000) $231 Shares 395 Est. Cost $254.54 Unrealized +129.7%
VBNK VERSABANK NEW 0.1%
Value ($000) $222 Shares 16,000 Est. Cost $13.48 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $217 Shares 1,951 Est. Cost $103.14 Unrealized +0.4%
XIFR NEXTERA ENERGY PARTNERS LP 0.1%
Value ($000) $214 Shares 12,000 Est. Cost $45.00 Unrealized -55.7%
NLR VANECK ETF TRUST 0.1%
Value ($000) $201 Shares 2,475 Est. Cost $81.43 Unrealized
NI NISOURCE INC 0.1%
Value ($000) $199 Shares 5,400 Est. Cost $30.72 Unrealized +13.4%
SYY SYSCO CORP 0.1%
Value ($000) $197 Shares 2,570 Est. Cost $68.94 Unrealized +7.3%
GOOGL ALPHABET INC 0.1%
Value ($000) $187 Shares 987 Est. Cost $107.24 Unrealized +62.4%
DHR DANAHER CORPORATION 0.1%
Value ($000) $184 Shares 800 Est. Cost $135.53 Unrealized +80.0%
URI UNITED RENTALS INC 0.1%
Value ($000) $176 Shares 250 Est. Cost $127.78 Unrealized +529.9%
EOG EOG RES INC 0.1%
Value ($000) $172 Shares 1,400 Est. Cost $71.06 Unrealized +73.5%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $170 Shares 4,529 Est. Cost $28.19 Unrealized +41.9%
FELV FIDELITY COVINGTON TRUST 0.1%
Value ($000) $169 Shares 5,558 Est. Cost $26.85 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $160 Shares 1,367 Est. Cost $76.75 Unrealized +56.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $159 Shares 804 Est. Cost $116.18 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $153 Shares 650 Est. Cost $77.36 Unrealized +221.2%
ENS ENERSYS 0.1%
Value ($000) $153 Shares 1,650 Est. Cost $62.40 Unrealized +54.2%
NEUBERGER BERMAN ENERGY INFR 0.1%
Value ($000) $144 Shares 16,300 Est. Cost $8.83 Unrealized
BAI BLACKROCK ETF TRUST 0.1%
Value ($000) $143 Shares 5,280 Est. Cost $27.08 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $140 Shares 750 Est. Cost $148.39 Unrealized +26.9%
OKE ONEOK INC NEW 0.1%
Value ($000) $139 Shares 1,388 Est. Cost $45.35 Unrealized +113.5%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $139 Shares 2,350 Est. Cost $43.20 Unrealized +35.1%
WPM WHEATON PRECIOUS METALS CORP 0.1%
Value ($000) $129 Shares 2,300 Est. Cost $53.24 Unrealized +15.7%
SO SOUTHERN CO 0.1%
Value ($000) $119 Shares 1,450 Est. Cost $53.14 Unrealized +59.1%
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $115 Shares 1,100 Est. Cost $44.68 Unrealized +132.8%
APP APPLOVIN CORP 0.1%
Value ($000) $113 Shares 350 Est. Cost $252.97 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $112 Shares 273 Est. Cost $259.70 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $111 Shares 656 Est. Cost $139.99 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $109 Shares 960 Est. Cost $68.68 Unrealized +77.7%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $108 Shares 745 Est. Cost $95.47 Unrealized +52.4%
CWST CASELLA WASTE SYS INC 0.1%
Value ($000) $106 Shares 1,000 Est. Cost $83.78 Unrealized +26.0%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $103 Shares 1,380 Est. Cost $124.74 Unrealized -38.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $103 Shares 1,000 Est. Cost $59.62 Unrealized +99.6%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $102 Shares 240 Est. Cost $342.62 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $101 Shares 420 Est. Cost $214.68 Unrealized
GNW GENWORTH FINL INC 0.1%
Value ($000) $101 Shares 15,090 Est. Cost $16.05 Unrealized -55.3%
ZTS ZOETIS INC 0.1%
Value ($000) $100 Shares 614 Est. Cost $120.76 Unrealized +46.0%
CB CHUBB LIMITED 0.1%
Value ($000) $100 Shares 361 Est. Cost $112.30 Unrealized +150.6%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $98 Shares 2,787 Est. Cost $31.13 Unrealized
CTVA CORTEVA INC 0.1%
Value ($000) $94 Shares 1,653 Est. Cost $25.18 Unrealized +132.0%
ZIM ZIM INTEGRATED SHIPPING SERV 0.0%
Value ($000) $92 Shares 4,300 Est. Cost $29.71 Unrealized -26.0%
GE GE AEROSPACE 0.0%
Value ($000) $92 Shares 549 Est. Cost $92.33 Unrealized +91.9%
DIREXION SHS ETF TR 0.0%
Value ($000) $92 Shares 4,200 Est. Cost $27.38 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $90 Shares 475 Est. Cost $140.96 Unrealized +24.6%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $90 Shares 300 Est. Cost $129.56 Unrealized +167.3%
CVS CVS HEALTH CORP 0.0%
Value ($000) $89 Shares 1,983 Est. Cost $59.83 Unrealized -10.3%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $89 Shares 6,675 Est. Cost $33.84 Unrealized -66.0%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $88 Shares 501 Est. Cost $187.92 Unrealized +24.8%
BA BOEING CO 0.0%
Value ($000) $87 Shares 476 Est. Cost $204.52 Unrealized -23.3%
MET METLIFE INC 0.0%
Value ($000) $83 Shares 1,019 Est. Cost $35.52 Unrealized +127.0%
ORCL ORACLE CORP 0.0%
Value ($000) $83 Shares 500 Est. Cost $88.04 Unrealized +99.7%
PAGP PLAINS GP HLDGS L P 0.0%
Value ($000) $81 Shares 4,400 Est. Cost $18.39 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $81 Shares 1,300 Est. Cost $21.08 Unrealized +196.0%
MTB M & T BK CORP 0.0%
Value ($000) $80 Shares 426 Est. Cost $121.39 Unrealized +58.3%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $80 Shares 1,075 Est. Cost $52.52 Unrealized +44.1%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $77 Shares 136 Est. Cost $442.79 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $77 Shares 833 Est. Cost $50.53 Unrealized +94.6%
GLW CORNING INC 0.0%
Value ($000) $75 Shares 1,575 Est. Cost $28.07 Unrealized +65.1%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $75 Shares 617 Est. Cost $128.62 Unrealized +11.9%
GNK GENCO SHIPPING & TRADING LTD 0.0%
Value ($000) $74 Shares 5,300 Est. Cost $14.53 Unrealized +11.8%
ALC ALCON AG 0.0%
Value ($000) $73 Shares 862 Est. Cost $84.91 Unrealized +5.8%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $71 Shares 100 Est. Cost $553.80 Unrealized +50.7%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $70 Shares 740 Est. Cost $47.16 Unrealized +98.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $69 Shares 550 Est. Cost $123.03 Unrealized -0.6%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $68 Shares 600 Est. Cost $38.96 Unrealized +234.9%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $68 Shares 200 Est. Cost $216.93 Unrealized +53.3%
FLEX FLEX LTD 0.0%
Value ($000) $67 Shares 1,750 Est. Cost $15.36 Unrealized +141.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $67 Shares 1,677 Est. Cost $34.62 Unrealized +13.8%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $66 Shares 3,000 Est. Cost $16.25 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $65 Shares 339 Est. Cost $103.58 Unrealized +83.3%
ALAB ASTERA LABS INC 0.0%
Value ($000) $65 Shares 490 Est. Cost $93.85 Unrealized 0.0%
IUSG ISHARES TR 0.0%
Value ($000) $64 Shares 457 Est. Cost $100.34 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $63 Shares 475 Est. Cost $77.14 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $62 Shares 496 Est. Cost $74.14 Unrealized +61.2%
DVA DAVITA INC 0.0%
Value ($000) $60 Shares 400 Est. Cost $94.72 Unrealized +65.5%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $60 Shares 850 Est. Cost $47.06 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $59 Shares 500 Est. Cost $46.99 Unrealized +148.4%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $59 Shares 200 Est. Cost $63.14 Unrealized +356.0%
CRM SALESFORCE INC 0.0%
Value ($000) $59 Shares 175 Est. Cost $253.82 Unrealized +24.8%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $57 Shares 200 Est. Cost $266.28 Unrealized +8.2%
IWF ISHARES TR 0.0%
Value ($000) $56 Shares 140 Est. Cost $371.83 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $55 Shares 800 Est. Cost $32.57 Unrealized +139.8%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $55 Shares 300 Est. Cost $118.95 Unrealized +58.8%
QCOM QUALCOMM INC 0.0%
Value ($000) $53 Shares 347 Est. Cost $145.52 Unrealized +9.6%
SUPN SUPERNUS PHARMACEUTICALS INC 0.0%
Value ($000) $52 Shares 1,450 Est. Cost $35.21 Unrealized 0.0%
DT DYNATRACE INC 0.0%
Value ($000) $52 Shares 950 Est. Cost $46.10 Unrealized +18.3%
CAT CATERPILLAR INC 0.0%
Value ($000) $52 Shares 142 Est. Cost $198.31 Unrealized +92.5%
QUAL ISHARES TR 0.0%
Value ($000) $51 Shares 284 Est. Cost $179.11 Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $51 Shares 300 Est. Cost $72.27 Unrealized +158.5%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $50 Shares 273 Est. Cost $134.04 Unrealized +48.0%
POR PORTLAND GEN ELEC CO 0.0%
Value ($000) $48 Shares 1,100 Est. Cost $30.28 Unrealized +45.0%
C CITIGROUP INC 0.0%
Value ($000) $48 Shares 680 Est. Cost $54.37 Unrealized +20.2%
WAY WAYSTAR HLDG CORP 0.0%
Value ($000) $48 Shares 1,300 Est. Cost $30.74 Unrealized 0.0%
RCAT RED CAT HLDGS INC 0.0%
Value ($000) $48 Shares 3,700 Est. Cost $6.11 Unrealized 0.0%
VCYT VERACYTE INC 0.0%
Value ($000) $48 Shares 1,200 Est. Cost $33.67 Unrealized +12.4%
SHEL SHELL PLC 0.0%
Value ($000) $47 Shares 750 Est. Cost $54.09 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $47 Shares 105 Est. Cost $441.25 Unrealized +12.2%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $45 Shares 138 Est. Cost $277.09 Unrealized +13.2%
CGUS CAPITAL GROUP CORE EQUITY ET 0.0%
Value ($000) $44 Shares 1,266 Est. Cost $26.87 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $43 Shares 4,891 Est. Cost $9.98 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $42 Shares 300 Est. Cost $75.70 Unrealized +81.4%
ODD ODDITY TECH LTD 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $43.01 Unrealized 0.0%
VST VISTRA CORP 0.0%
Value ($000) $41 Shares 300 Est. Cost $93.06 Unrealized +48.2%
UPRO PROSHARES TR 0.0%
Value ($000) $40 Shares 452 Est. Cost $54.78 Unrealized
VERX VERTEX INC 0.0%
Value ($000) $40 Shares 750 Est. Cost $48.49 Unrealized 0.0%
KGC KINROSS GOLD CORP 0.0%
Value ($000) $40 Shares 4,302 Est. Cost $8.17 Unrealized +20.6%
AVGO BROADCOM INC 0.0%
Value ($000) $39 Shares 170 Est. Cost $158.07 Unrealized +15.7%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $39 Shares 463 Est. Cost $27.52 Unrealized +23.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $39 Shares 75 Est. Cost $419.92 Unrealized +30.4%
MTUS METALLUS INC 0.0%
Value ($000) $39 Shares 2,756 Est. Cost $45.14 Unrealized -66.5%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $38 Shares 500 Est. Cost $40.06 Unrealized +88.5%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $38 Shares 150 Est. Cost $111.59 Unrealized +130.6%
BAC BANK AMERICA CORP 0.0%
Value ($000) $38 Shares 862 Est. Cost $27.87 Unrealized +53.7%
CMS CMS ENERGY CORP 0.0%
Value ($000) $36 Shares 539 Est. Cost $29.21 Unrealized +127.7%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $36 Shares 480 Est. Cost $82.95 Unrealized -15.6%
VTRS VIATRIS INC 0.0%
Value ($000) $35 Shares 2,842 Est. Cost $12.66 Unrealized -8.1%
ADMA ADMA BIOLOGICS INC 0.0%
Value ($000) $35 Shares 2,050 Est. Cost $18.81 Unrealized 0.0%
STOT SSGA ACTIVE TR 0.0%
Value ($000) $35 Shares 739 Est. Cost $47.47 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $35 Shares 555 Est. Cost $75.46 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $35 Shares 439 Est. Cost $60.14 Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $34 Shares 300 Est. Cost $85.43 Unrealized +38.8%
FTV FORTIVE CORP 0.0%
Value ($000) $34 Shares 450 Est. Cost $31.86 Unrealized +79.2%
BLFS BIOLIFE SOLUTIONS INC 0.0%
Value ($000) $34 Shares 1,300 Est. Cost $23.81 Unrealized +4.5%
GIS GENERAL MLS INC 0.0%
Value ($000) $33 Shares 525 Est. Cost $72.80 Unrealized -12.0%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $33 Shares 1,275 Est. Cost $34.49 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $32 Shares 220 Est. Cost $88.08 Unrealized +73.8%
SHOP SHOPIFY INC 0.0%
Value ($000) $32 Shares 300 Est. Cost $78.46 Unrealized +24.0%
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $31 Shares 530 Est. Cost $55.08 Unrealized +7.1%
DFAU DIMENSIONAL ETF TRUST 0.0%
Value ($000) $31 Shares 770 Est. Cost $29.92 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $31 Shares 57 Est. Cost $437.28 Unrealized
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $30 Shares 250 Est. Cost $95.83 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $30 Shares 400 Est. Cost $58.73 Unrealized +19.1%
AMLP ALPS ETF TR 0.0%
Value ($000) $30 Shares 625 Est. Cost $47.95 Unrealized
JBND J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $29 Shares 560 Est. Cost $53.04 Unrealized
GMAB GENMAB A/S 0.0%
Value ($000) $29 Shares 1,400 Est. Cost $35.32 Unrealized
BIL SPDR SER TR 0.0%
Value ($000) $29 Shares 318 Est. Cost $91.79 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $28 Shares 525 Est. Cost $25.54 Unrealized +102.5%
ERIC TELEFONAKTIEBOLAGET LM ERICS 0.0%
Value ($000) $28 Shares 3,500 Est. Cost $10.14 Unrealized
MSB MESABI TR 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $23.00 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $28 Shares 263 Est. Cost $110.66 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $28 Shares 240 Est. Cost $133.48 Unrealized -6.6%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $28 Shares 600 Est. Cost $45.05 Unrealized -19.1%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $27 Shares 169 Est. Cost $180.39 Unrealized -0.7%
REMX VANECK ETF TRUST 0.0%
Value ($000) $27 Shares 700 Est. Cost $51.17 Unrealized
MHK MOHAWK INDS INC 0.0%
Value ($000) $27 Shares 225 Est. Cost $143.92 Unrealized -2.9%
RING ISHARES INC 0.0%
Value ($000) $27 Shares 950 Est. Cost $29.66 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $26 Shares 450 Est. Cost $107.41 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $26 Shares 260 Est. Cost $50.57 Unrealized +102.3%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $26 Shares 125 Est. Cost $125.45 Unrealized +61.1%
O REALTY INCOME CORP 0.0%
Value ($000) $26 Shares 479 Est. Cost $37.12 Unrealized +46.8%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $25 Shares 450 Est. Cost $47.06 Unrealized +11.7%
DEO DIAGEO PLC 0.0%
Value ($000) $25 Shares 200 Est. Cost $128.70 Unrealized
SPXL DIREXION SHS ETF TR 0.0%
Value ($000) $25 Shares 150 Est. Cost $123.98 Unrealized
COKE COCA COLA CONS INC 0.0%
Value ($000) $25 Shares 20 Est. Cost $23.72 Unrealized +422.6%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $24 Shares 100 Est. Cost $120.00 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.0%
Value ($000) $24 Shares 538 Est. Cost $46.71 Unrealized
BOND PIMCO ETF TR 0.0%
Value ($000) $24 Shares 267 Est. Cost $91.58 Unrealized
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $24 Shares 155 Est. Cost $103.61 Unrealized +44.4%
IWD ISHARES TR 0.0%
Value ($000) $23 Shares 126 Est. Cost $187.17 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $23 Shares 100 Est. Cost $124.44 Unrealized
ASTS AST SPACEMOBILE INC 0.0%
Value ($000) $23 Shares 1,100 Est. Cost $24.42 Unrealized 0.0%
OTEX OPEN TEXT CORP 0.0%
Value ($000) $23 Shares 800 Est. Cost $23.41 Unrealized +26.1%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $23 Shares 290 Est. Cost $77.30 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $22 Shares 25 Est. Cost $64.70 Unrealized +27.2%
USMV ISHARES TR 0.0%
Value ($000) $22 Shares 247 Est. Cost $78.03 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $22 Shares 75 Est. Cost $99.34 Unrealized +206.0%
NEO NEOGENOMICS INC 0.0%
Value ($000) $21 Shares 1,300 Est. Cost $20.51 Unrealized -24.3%
ENB ENBRIDGE INC 0.0%
Value ($000) $21 Shares 500 Est. Cost $28.47 Unrealized +37.7%
WU WESTERN UN CO 0.0%
Value ($000) $21 Shares 2,000 Est. Cost $19.00 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $21 Shares 214 Est. Cost $85.66 Unrealized
FBCG FIDELITY COVINGTON TRUST 0.0%
Value ($000) $21 Shares 445 Est. Cost $31.32 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $20 Shares 395 Est. Cost $50.37 Unrealized
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $9.63 Unrealized 0.0%
RBRK RUBRIK INC. 0.0%
Value ($000) $20 Shares 300 Est. Cost $32.88 Unrealized +50.2%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $19 Shares 620 Est. Cost $23.72 Unrealized
QSI QUANTUM SI INC 0.0%
Value ($000) $19 Shares 7,000 Est. Cost $1.17 Unrealized 0.0%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $19 Shares 800 Est. Cost $22.44 Unrealized +4.9%
LB LANDBRIDGE COMPANY LLC 0.0%
Value ($000) $19 Shares 290 Est. Cost $60.07 Unrealized 0.0%
DOW DOW INC 0.0%
Value ($000) $19 Shares 463 Est. Cost $37.22 Unrealized +15.4%
HDV ISHARES TR 0.0%
Value ($000) $19 Shares 165 Est. Cost $76.55 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $18 Shares 148 Est. Cost $84.81 Unrealized +42.2%
HOV HOVNANIAN ENTERPRISES INC 0.0%
Value ($000) $17 Shares 130 Est. Cost $16.26 Unrealized +977.6%
DGRO ISHARES TR 0.0%
Value ($000) $17 Shares 280 Est. Cost $61.34 Unrealized
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 +47.7%
ALLY ALLY FINL INC 0.0%
Value ($000) $16 Shares 450 Est. Cost $40.90 Unrealized -14.9%
NET CLOUDFLARE INC 0.0%
Value ($000) $16 Shares 150 Est. Cost $59.68 Unrealized +63.7%
KELLANOVA 0.0%
Value ($000) $16 Shares 200 Est. Cost $50.78 Unrealized +54.0%
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $16 Shares 280 Est. Cost $55.36 Unrealized
GDL FD 0.0%
Value ($000) $16 Shares 2,000 Est. Cost $8.75 Unrealized
KEY KEYCORP 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $8.72 Unrealized +94.9%
AGNC AGNC INVT CORP 0.0%
Value ($000) $16 Shares 1,730 Est. Cost $21.97 Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $16 Shares 100 Est. Cost $421.57 Unrealized -59.0%
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $15 Shares 872 Est. Cost $11.11 Unrealized
PAG PENSKE AUTOMOTIVE GRP INC 0.0%
Value ($000) $15 Shares 100 Est. Cost $46.44 Unrealized +241.6%
ROKU ROKU INC 0.0%
Value ($000) $15 Shares 200 Est. Cost $149.27 Unrealized -49.2%
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $15 Shares 255 Est. Cost $58.04 Unrealized
PTRB PGIM ETF TR 0.0%
Value ($000) $15 Shares 362 Est. Cost $40.96 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $14 Shares 25 Est. Cost $475.08 Unrealized +14.7%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $14 Shares 100 Est. Cost $146.90 Unrealized -0.1%
DDOG DATADOG INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $92.16 Unrealized +49.0%
FDL FIRST TR MORNINGSTAR DIVID L 0.0%
Value ($000) $14 Shares 350 Est. Cost $23.85 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $14 Shares 500 Est. Cost $28.90 Unrealized -8.5%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $14 Shares 203 Est. Cost $33.90 Unrealized +119.4%
NBIS NEBIUS GROUP N.V. 0.0%
Value ($000) $14 Shares 500 Est. Cost $24.38 Unrealized 0.0%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $14 Shares 180 Est. Cost $68.14 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $13 Shares 105 Est. Cost $112.67 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value ($000) $13 Shares 12 Est. Cost $294.62 Unrealized +37.8%
DVY ISHARES TR 0.0%
Value ($000) $13 Shares 100 Est. Cost $74.55 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 0.0%
Value ($000) $13 Shares 105 Est. Cost $115.50 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $13 Shares 50 Est. Cost $127.52 Unrealized +124.3%
IRM IRON MTN INC DEL 0.0%
Value ($000) $13 Shares 123 Est. Cost $76.66 Unrealized +47.1%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $13 Shares 100 Est. Cost $103.52 Unrealized +109.0%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $13 Shares 150 Est. Cost $78.43 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $55.96 Unrealized +130.0%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $13 Shares 34 Est. Cost $93.73 Unrealized +319.9%
EFAV ISHARES TR 0.0%
Value ($000) $12 Shares 176 Est. Cost $69.34 Unrealized
RECS COLUMBIA ETF TR I 0.0%
Value ($000) $12 Shares 357 Est. Cost $31.56 Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $12 Shares 69 Est. Cost $126.61 Unrealized +42.7%
NOK NOKIA CORP 0.0%
Value ($000) $12 Shares 2,500 Est. Cost $3.91 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $11 Shares 300 Est. Cost $16.61 Unrealized +124.4%
FMDE FIDELITY COVINGTON TRUST 0.0%
Value ($000) $11 Shares 332 Est. Cost $27.27 Unrealized
CGW INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $11 Shares 200 Est. Cost $54.41 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $11 Shares 200 Est. Cost $32.84 Unrealized +56.3%
VECO VEECO INSTRS INC DEL 0.0%
Value ($000) $11 Shares 400 Est. Cost $26.63 Unrealized +9.0%
ECL ECOLAB INC 0.0%
Value ($000) $11 Shares 45 Est. Cost $227.14 Unrealized +8.1%
GDX VANECK ETF TRUST 0.0%
Value ($000) $10 Shares 300 Est. Cost $33.93 Unrealized
PSI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $10 Shares 175 Est. Cost $128.49 Unrealized
NFLT ETFIS SER TR I 0.0%
Value ($000) $10 Shares 450 Est. Cost $22.32 Unrealized
CORT CORCEPT THERAPEUTICS INC 0.0%
Value ($000) $10 Shares 200 Est. Cost $52.40 Unrealized 0.0%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $10 Shares 550 Est. Cost $17.89 Unrealized
FUTU FUTU HLDGS LTD 0.0%
Value ($000) $10 Shares 125 Est. Cost $34.23 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $10 Shares 200 Est. Cost $42.59 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $9 Shares 69 Est. Cost $127.43 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $9 Shares 82 Est. Cost $51.61 Unrealized
GLP GLOBAL PARTNERS LP 0.0%
Value ($000) $9 Shares 200 Est. Cost $10.00 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $9 Shares 77 Est. Cost $105.46 Unrealized +12.3%
AGI ALAMOS GOLD INC NEW 0.0%
Value ($000) $9 Shares 500 Est. Cost $15.57 Unrealized +23.8%
ARTV ARTIVA BIOTHERAPEUTICS INC 0.0%
Value ($000) $9 Shares 900 Est. Cost $11.59 Unrealized +3.6%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $9 Shares 45 Est. Cost $125.31 Unrealized +63.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 150 Est. Cost $52.31 Unrealized +36.5%
IWN ISHARES TR 0.0%
Value ($000) $9 Shares 54 Est. Cost $165.35 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $9 Shares 215 Est. Cost $38.41 Unrealized
RSPM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $9 Shares 265 Est. Cost $34.49 Unrealized
NOBL PROSHARES TR 0.0%
Value ($000) $8 Shares 81 Est. Cost $89.15 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $8 Shares 55 Est. Cost $170.29 Unrealized +3.0%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $8 Shares 100 Est. Cost $75.21 Unrealized +30.5%
IXUS ISHARES TR 0.0%
Value ($000) $8 Shares 119 Est. Cost $67.86 Unrealized
PYLD PIMCO ETF TR 0.0%
Value ($000) $8 Shares 300 Est. Cost $25.72 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $8 Shares 31 Est. Cost $153.69 Unrealized
VICI VICI PPTYS INC 0.0%
Value ($000) $8 Shares 259 Est. Cost $26.06 Unrealized +13.2%
SRPT SAREPTA THERAPEUTICS INC 0.0%
Value ($000) $7 Shares 60 Est. Cost $122.50 Unrealized +0.0%
PINS PINTEREST INC 0.0%
Value ($000) $7 Shares 250 Est. Cost $39.42 Unrealized -20.3%
SLVM SYLVAMO CORP 0.0%
Value ($000) $7 Shares 91 Est. Cost $38.41 Unrealized +115.5%
QDF FLEXSHARES TR 0.0%
Value ($000) $7 Shares 100 Est. Cost $34.29 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $7 Shares 118 Est. Cost $63.67 Unrealized -7.6%
VLTO VERALTO CORP 0.0%
Value ($000) $7 Shares 66 Est. Cost $82.23 Unrealized +28.8%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $7 Shares 36 Est. Cost $166.67 Unrealized
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
TOL TOLL BROTHERS INC 0.0%
Value ($000) $6 Shares 50 Est. Cost $135.60 Unrealized +9.5%
TER TERADYNE INC 0.0%
Value ($000) $6 Shares 50 Est. Cost $84.55 Unrealized +39.3%
SBUX STARBUCKS CORP 0.0%
Value ($000) $6 Shares 69 Est. Cost $68.54 Unrealized +37.1%
DAVA ENDAVA PLC 0.0%
Value ($000) $6 Shares 200 Est. Cost $37.50 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $6 Shares 27 Est. Cost $181.15 Unrealized +24.3%
TMHC TAYLOR MORRISON HOME CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $68.25 Unrealized 0.0%
APTV APTIV PLC 0.0%
Value ($000) $6 Shares 100 Est. Cost $61.22 Unrealized 0.0%
DGII DIGI INTL INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $38.50 Unrealized -19.1%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $6 Shares 16 Est. Cost $263.72 Unrealized +55.2%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $6 Shares 13 Est. Cost $159.90 Unrealized +167.8%
NCTY THE9 LTD 0.0%
Value ($000) $6 Shares 400 Est. Cost $14.54 Unrealized
WCBR WISDOMTREE TR 0.0%
Value ($000) $6 Shares 200 Est. Cost $20.00 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $6 Shares 203 Est. Cost $24.88 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $6 Shares 100 Est. Cost $54.12 Unrealized
S SENTINELONE INC 0.0%
Value ($000) $6 Shares 250 Est. Cost $26.13 Unrealized -2.3%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $6 Shares 50 Est. Cost $68.06 Unrealized +35.9%
CC CHEMOURS CO 0.0%
Value ($000) $5 Shares 323 Est. Cost $8.33 Unrealized +123.4%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $5 Shares 48 Est. Cost $52.37 Unrealized +108.2%
DOCS DOXIMITY INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $73.14 Unrealized -33.1%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $5 Shares 31 Est. Cost $121.27 Unrealized +36.6%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $5 Shares 29 Est. Cost $155.25 Unrealized +11.7%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 176 Est. Cost $40.79 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $158.57 Unrealized -44.5%
PLD PROLOGIS INC. 0.0%
Value ($000) $5 Shares 45 Est. Cost $102.98 Unrealized +7.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $5 Shares 53 Est. Cost $70.05 Unrealized +25.7%
QUS SPDR SER TR 0.0%
Value ($000) $5 Shares 30 Est. Cost $157.57 Unrealized
TWO TWO HBRS INVT CORP 0.0%
Value ($000) $4 Shares 375 Est. Cost $15.77 Unrealized
ALKS ALKERMES PLC 0.0%
Value ($000) $4 Shares 150 Est. Cost $26.29 Unrealized +9.3%
TMDX TRANSMEDICS GROUP INC 0.0%
Value ($000) $4 Shares 69 Est. Cost $154.09 Unrealized -39.6%
BATRA ATLANTA BRAVES HLDGS INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $42.37 Unrealized -0.7%
NGVT INGEVITY CORP 0.0%
Value ($000) $4 Shares 100 Est. Cost $49.91 Unrealized -16.6%
HALO HALOZYME THERAPEUTICS INC 0.0%
Value ($000) $4 Shares 85 Est. Cost $37.49 Unrealized +36.8%
IEMG ISHARES INC 0.0%
Value ($000) $4 Shares 77 Est. Cost $52.31 Unrealized
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 -50.8%
CI THE CIGNA GROUP 0.0%
Value ($000) $4 Shares 14 Est. Cost $244.64 Unrealized +27.3%
BXP BXP INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $87.44 Unrealized -12.8%
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
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $18.49 Unrealized -29.8%
REET ISHARES TR 0.0%
Value ($000) $3 Shares 126 Est. Cost $27.08 Unrealized
VNT VONTIER CORPORATION 0.0%
Value ($000) $3 Shares 80 Est. Cost $39.00 Unrealized -5.4%
BAX BAXTER INTL INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $40.42 Unrealized -18.5%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $3 Shares 37 Est. Cost $51.06 Unrealized +58.9%
NWPX NORTHWEST PIPE CO 0.0%
Value ($000) $2 Shares 50 Est. Cost $35.33 Unrealized +41.2%
CDXS CODEXIS INC 0.0%
Value ($000) $2 Shares 500 Est. Cost $12.46 Unrealized -66.9%
LAC LITHIUM AMERS CORP NEW 0.0%
Value ($000) $2 Shares 800 Est. Cost $3.47 Unrealized 0.0%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $166.82 Unrealized +57.7%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $2 Shares 25 Est. Cost $225.68 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 76 Est. Cost $32.93 Unrealized
TCAF T ROWE PRICE ETF INC 0.0%
Value ($000) $2 Shares 59 Est. Cost $33.27 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $151.82 Unrealized +42.8%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $2 Shares 23 Est. Cost $69.63 Unrealized +13.8%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $50.00 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $2 Shares 13 Est. Cost $69.50 Unrealized +69.4%
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 52 Est. Cost $38.46 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $1 Shares 13 Est. Cost $126.69 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $1 Shares 510 Est. Cost $6.69 Unrealized -67.4%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $14.23 Unrealized -34.7%
INTF ISHARES TR 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.57 Unrealized
DBVT DBV TECHNOLOGIES S A 0.0%
Value ($000) $1 Shares 300 Est. Cost $3.09 Unrealized
GEM GOLDMAN SACHS ETF TR 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $52.41 Unrealized -6.8%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $1 Shares 9 Est. Cost $79.45 Unrealized +6.8%
ALIT ALIGHT INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.04 Unrealized -30.1%
ENDEAVOR GROUP HLDGS INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $23.90 Unrealized
ALEC ALECTOR INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $18.05 Unrealized -79.2%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $1 Shares 25 Est. Cost $13.35 Unrealized +53.1%
IPSC CENTURY THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 500 Est. Cost $1.96 Unrealized -30.5%
NKTX NKARTA INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $5.68 Unrealized -45.7%
FATE FATE THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $3.89 Unrealized -35.2%
MRNA MODERNA INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $92.24 Unrealized -48.2%
DNOW DNOW INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $33.16 Unrealized -59.4%
NKE NIKE INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $128.29 Unrealized -40.4%
LUCID GROUP INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $40.00 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $0 Shares 8 Est. Cost $34.00 Unrealized +17.5%
ASIX ADVANSIX INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $26.45 Unrealized +10.4%
EVH EVOLENT HEALTH INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $31.91 Unrealized -44.9%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $10.08 Unrealized +188.8%
KOPN KOPIN CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $4.03 Unrealized -76.2%
F FORD MTR CO 0.0%
Value ($000) $0 Shares 11 Est. Cost $10.69 Unrealized -7.7%
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $48.25 Unrealized +7.3%
ACB AURORA CANNABIS INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $6.32 Unrealized -22.4%
CEL-SCI CORP 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized