Wealth Management Associates, Inc. Diversified Active

CIK: 0002067339 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: May 28, 2025

Total Value ($000): $176,609 (100.0% shares, 0.0% debt)

Holdings (191)

AAPL APPLE INC 8.6%
Value ($000) $15,195 Shares 78,338 Est. Cost $90.20 Unrealized +90.7%
TLT ISHARES TR 6.4%
Value ($000) $11,338 Shares 110,137 Est. Cost $103.20 Unrealized
MSFT MICROSOFT CORP 4.0%
Value ($000) $7,061 Shares 20,735 Est. Cost $142.21 Unrealized +116.0%
DVY ISHARES TR 3.5%
Value ($000) $6,171 Shares 54,464 Est. Cost $91.16 Unrealized
VTI VANGUARD INDEX FDS 3.4%
Value ($000) $5,950 Shares 27,011 Est. Cost $153.12 Unrealized
VYM VANGUARD WHITEHALL FDS 2.6%
Value ($000) $4,578 Shares 43,163 Est. Cost $81.68 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 2.3%
Value ($000) $4,109 Shares 70,043 Est. Cost $38.24 Unrealized
IVV ISHARES TR 2.1%
Value ($000) $3,787 Shares 8,496 Est. Cost $270.49 Unrealized
IDV ISHARES TR 2.0%
Value ($000) $3,607 Shares 137,010 Est. Cost $29.05 Unrealized
ITOT ISHARES TR 2.0%
Value ($000) $3,564 Shares 36,432 Est. Cost $59.87 Unrealized
T AT&T INC 1.8%
Value ($000) $3,209 Shares 201,166 Est. Cost $15.35 Unrealized -3.7%
NVDA NVIDIA CORPORATION 1.7%
Value ($000) $2,990 Shares 7,068 Est. Cost $18.37 Unrealized +80.5%
KMI KINDER MORGAN INC DEL 1.6%
Value ($000) $2,872 Shares 166,797 Est. Cost $11.48 Unrealized +28.8%
XOM EXXON MOBIL CORP 1.6%
Value ($000) $2,853 Shares 26,603 Est. Cost $58.04 Unrealized +71.6%
AGG ISHARES TR 1.5%
Value ($000) $2,600 Shares 26,545 Est. Cost $107.00 Unrealized
SRLN SSGA ACTIVE ETF TR 1.4%
Value ($000) $2,390 Shares 57,072 Est. Cost $43.95 Unrealized
BIV VANGUARD BD INDEX FDS 1.2%
Value ($000) $2,132 Shares 28,333 Est. Cost $74.51 Unrealized
HDV ISHARES TR 1.1%
Value ($000) $2,025 Shares 20,093 Est. Cost $86.96 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.1%
Value ($000) $1,996 Shares 53,659 Est. Cost $40.21 Unrealized -22.4%
GLD SPDR GOLD TR 1.1%
Value ($000) $1,976 Shares 11,082 Est. Cost $146.01 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 1.0%
Value ($000) $1,854 Shares 29,616 Est. Cost $45.40 Unrealized +25.8%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $1,829 Shares 11,051 Est. Cost $126.13 Unrealized +18.0%
LLY LILLY ELI & CO 1.0%
Value ($000) $1,785 Shares 3,806 Est. Cost $141.12 Unrealized +191.6%
CVX CHEVRON CORP NEW 0.9%
Value ($000) $1,640 Shares 10,420 Est. Cost $107.67 Unrealized +33.0%
GOOGL ALPHABET INC 0.9%
Value ($000) $1,548 Shares 12,930 Est. Cost $107.27 Unrealized +6.5%
PFE PFIZER INC 0.8%
Value ($000) $1,488 Shares 40,568 Est. Cost $30.29 Unrealized +9.7%
AMZN AMAZON COM INC 0.8%
Value ($000) $1,458 Shares 11,185 Est. Cost $123.95 Unrealized -7.9%
MRK MERCK & CO INC 0.8%
Value ($000) $1,442 Shares 12,494 Est. Cost $62.52 Unrealized +67.1%
VGT VANGUARD WORLD FDS 0.8%
Value ($000) $1,340 Shares 3,031 Est. Cost $185.50 Unrealized
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $1,283 Shares 8,821 Est. Cost $106.50 Unrealized +21.8%
ONEQ FIDELITY COMWLTH TR 0.7%
Value ($000) $1,273 Shares 23,539 Est. Cost $79.72 Unrealized
GOOG ALPHABET INC 0.7%
Value ($000) $1,199 Shares 9,914 Est. Cost $108.38 Unrealized +6.0%
PHYS SPROTT PHYSICAL GOLD TR 0.7%
Value ($000) $1,195 Shares 80,095 Est. Cost $14.95 Unrealized
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $1,186 Shares 7,817 Est. Cost $88.85 Unrealized +59.0%
COP CONOCOPHILLIPS 0.7%
Value ($000) $1,165 Shares 11,245 Est. Cost $56.91 Unrealized +66.0%
AVGO BROADCOM INC 0.6%
Value ($000) $1,134 Shares 1,307 Est. Cost $31.49 Unrealized +118.3%
ABBV ABBVIE INC 0.6%
Value ($000) $1,086 Shares 8,061 Est. Cost $98.76 Unrealized +35.4%
CMCSA COMCAST CORP NEW 0.6%
Value ($000) $1,075 Shares 25,884 Est. Cost $40.89 Unrealized -10.4%
MCD MCDONALDS CORP 0.6%
Value ($000) $1,051 Shares 3,522 Est. Cost $177.23 Unrealized +54.1%
BAC BANK AMERICA CORP 0.6%
Value ($000) $1,018 Shares 35,489 Est. Cost $26.65 Unrealized -0.1%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $1,018 Shares 2,118 Est. Cost $269.89 Unrealized +72.2%
WMT WALMART INC 0.6%
Value ($000) $999 Shares 6,359 Est. Cost $37.44 Unrealized +30.8%
AXON AXON ENTERPRISE INC 0.5%
Value ($000) $937 Shares 4,803 Est. Cost $105.25 Unrealized +96.8%
QQQ INVESCO QQQ TR 0.5%
Value ($000) $904 Shares 2,446 Est. Cost $321.32 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $898 Shares 6,712 Est. Cost $96.15 Unrealized +22.8%
V VISA INC 0.5%
Value ($000) $877 Shares 3,693 Est. Cost $186.94 Unrealized +20.1%
IGEB ISHARES TR 0.5%
Value ($000) $876 Shares 19,823 Est. Cost $42.75 Unrealized
USMV ISHARES TR 0.5%
Value ($000) $858 Shares 11,538 Est. Cost $60.54 Unrealized
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $818 Shares 1,776 Est. Cost $349.47 Unrealized +23.5%
ILCB ISHARES TR 0.5%
Value ($000) $812 Shares 13,291 Est. Cost $81.69 Unrealized
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $808 Shares 2,055 Est. Cost $271.43 Unrealized +36.3%
VFH VANGUARD WORLD FDS 0.5%
Value ($000) $796 Shares 9,794 Est. Cost $64.25 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $784 Shares 2,524 Est. Cost $248.05 Unrealized +11.4%
FDVV FIDELITY COVINGTON TRUST 0.4%
Value ($000) $759 Shares 19,097 Est. Cost $38.17 Unrealized
BEN FRANKLIN RESOURCES INC 0.4%
Value ($000) $758 Shares 28,385 Est. Cost $21.75 Unrealized +2.5%
ADBE ADOBE SYSTEMS INCORPORATED 0.4%
Value ($000) $742 Shares 1,518 Est. Cost $277.28 Unrealized +45.3%
TXN TEXAS INSTRS INC 0.4%
Value ($000) $731 Shares 4,058 Est. Cost $122.99 Unrealized +29.3%
MSCI MSCI INC 0.4%
Value ($000) $705 Shares 1,502 Est. Cost $258.13 Unrealized +83.2%
VHT VANGUARD WORLD FDS 0.4%
Value ($000) $699 Shares 2,857 Est. Cost $163.73 Unrealized
CSCO CISCO SYS INC 0.4%
Value ($000) $669 Shares 12,923 Est. Cost $42.69 Unrealized +6.6%
CRWD CROWDSTRIKE HLDGS INC 0.4%
Value ($000) $657 Shares 4,472 Est. Cost $142.79 Unrealized -2.4%
EXAS EXACT SCIENCES CORP 0.4%
Value ($000) $655 Shares 6,971 Est. Cost $82.80 Unrealized -5.8%
FTSM FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $652 Shares 10,977 Est. Cost $59.80 Unrealized
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $635 Shares 8,559 Est. Cost $63.63 Unrealized +10.0%
IAU ISHARES GOLD TR 0.3%
Value ($000) $611 Shares 16,785 Est. Cost $33.70 Unrealized
SNPS SYNOPSYS INC 0.3%
Value ($000) $604 Shares 1,388 Est. Cost $268.82 Unrealized +49.8%
SHOCKWAVE MED INC 0.3%
Value ($000) $604 Shares 2,115 Est. Cost $50.33 Unrealized
ELV ELEVANCE HEALTH INC 0.3%
Value ($000) $597 Shares 1,344 Est. Cost $290.16 Unrealized +52.6%
TTD THE TRADE DESK INC 0.3%
Value ($000) $595 Shares 7,705 Est. Cost $60.01 Unrealized +12.8%
LNKB LINKBANCORP INC 0.3%
Value ($000) $594 Shares 99,044 Est. Cost $6.53 Unrealized -20.6%
MO ALTRIA GROUP INC 0.3%
Value ($000) $583 Shares 12,876 Est. Cost $35.89 Unrealized +1.9%
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $576 Shares 6,422 Est. Cost $86.42 Unrealized -1.5%
QCOM QUALCOMM INC 0.3%
Value ($000) $572 Shares 4,806 Est. Cost $141.02 Unrealized -23.2%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $518 Shares 961 Est. Cost $330.19 Unrealized +47.5%
COWZ PACER FDS TR 0.3%
Value ($000) $503 Shares 10,515 Est. Cost $46.25 Unrealized
DGRW WISDOMTREE TR 0.3%
Value ($000) $499 Shares 7,480 Est. Cost $40.74 Unrealized
IXC ISHARES TR 0.3%
Value ($000) $493 Shares 13,250 Est. Cost $18.47 Unrealized
IDU ISHARES TR 0.3%
Value ($000) $478 Shares 5,852 Est. Cost $81.43 Unrealized
IYF ISHARES TR 0.3%
Value ($000) $458 Shares 6,141 Est. Cost $78.57 Unrealized
NUVEEN NEW JERSEY QULT MUN F 0.3%
Value ($000) $457 Shares 39,804 Est. Cost $13.46 Unrealized
LIN LINDE PLC 0.3%
Value ($000) $455 Shares 1,194 Est. Cost $322.30 Unrealized +9.5%
UNP UNION PAC CORP 0.3%
Value ($000) $446 Shares 2,182 Est. Cost $195.18 Unrealized -4.2%
VLO VALERO ENERGY CORP 0.3%
Value ($000) $442 Shares 3,768 Est. Cost $88.68 Unrealized +20.9%
DGRO ISHARES TR 0.2%
Value ($000) $440 Shares 8,534 Est. Cost $39.01 Unrealized
TD TORONTO DOMINION BK ONT 0.2%
Value ($000) $432 Shares 6,963 Est. Cost $72.90 Unrealized -17.5%
NKE NIKE INC 0.2%
Value ($000) $424 Shares 3,844 Est. Cost $83.35 Unrealized +33.6%
LOW LOWES COS INC 0.2%
Value ($000) $423 Shares 1,876 Est. Cost $117.35 Unrealized +68.5%
SYY SYSCO CORP 0.2%
Value ($000) $422 Shares 5,681 Est. Cost $62.66 Unrealized +9.4%
CALF PACER FDS TR 0.2%
Value ($000) $421 Shares 10,336 Est. Cost $40.70 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $411 Shares 4,200 Est. Cost $84.62 Unrealized +9.1%
IJH ISHARES TR 0.2%
Value ($000) $406 Shares 1,551 Est. Cost $177.14 Unrealized
PARAMOUNT GLOBAL 0.2%
Value ($000) $404 Shares 25,385 Est. Cost $32.94 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $401 Shares 1,530 Est. Cost $174.45 Unrealized +14.6%
CAT CATERPILLAR INC 0.2%
Value ($000) $396 Shares 1,609 Est. Cost $166.74 Unrealized +28.2%
TT TRANE TECHNOLOGIES PLC 0.2%
Value ($000) $393 Shares 2,057 Est. Cost $137.44 Unrealized +25.7%
TREX TREX CO INC 0.2%
Value ($000) $390 Shares 5,956 Est. Cost $58.59 Unrealized -4.8%
INTC INTEL CORP 0.2%
Value ($000) $387 Shares 11,575 Est. Cost $42.59 Unrealized -27.9%
COR AMERISOURCEBERGEN CORP 0.2%
Value ($000) $380 Shares 1,973 Est. Cost $74.23 Unrealized +127.8%
DIS DISNEY WALT CO 0.2%
Value ($000) $370 Shares 4,143 Est. Cost $116.40 Unrealized -20.5%
EXC EXELON CORP 0.2%
Value ($000) $366 Shares 8,974 Est. Cost $29.79 Unrealized +25.7%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $357 Shares 1,399 Est. Cost $84.74 Unrealized +22.8%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $355 Shares 1,614 Est. Cost $157.46 Unrealized +29.1%
IXUS ISHARES TR 0.2%
Value ($000) $350 Shares 5,597 Est. Cost $54.63 Unrealized
NOW SERVICENOW INC 0.2%
Value ($000) $348 Shares 619 Est. Cost $55.60 Unrealized +79.8%
CVS CVS HEALTH CORP 0.2%
Value ($000) $345 Shares 4,986 Est. Cost $54.19 Unrealized +18.7%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $342 Shares 1,910 Est. Cost $134.33 Unrealized +15.1%
MPC MARATHON PETE CORP 0.2%
Value ($000) $340 Shares 2,920 Est. Cost $86.91 Unrealized +26.5%
KO COCA COLA CO 0.2%
Value ($000) $340 Shares 5,653 Est. Cost $44.81 Unrealized +28.0%
WMB WILLIAMS COS INC 0.2%
Value ($000) $338 Shares 10,360 Est. Cost $29.02 Unrealized -7.8%
PEP PEPSICO INC 0.2%
Value ($000) $338 Shares 1,824 Est. Cost $130.77 Unrealized +30.4%
FDX FEDEX CORP 0.2%
Value ($000) $337 Shares 1,360 Est. Cost $190.64 Unrealized +13.3%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $335 Shares 2,941 Est. Cost $81.38 Unrealized +27.8%
INTU INTUIT 0.2%
Value ($000) $330 Shares 720 Est. Cost $286.41 Unrealized +50.5%
ANSYS INC 0.2%
Value ($000) $330 Shares 998 Est. Cost $221.70 Unrealized
TJX TJX COS INC NEW 0.2%
Value ($000) $328 Shares 3,865 Est. Cost $53.45 Unrealized +42.5%
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $325 Shares 6,477 Est. Cost $52.45 Unrealized
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $324 Shares 948 Est. Cost $214.77 Unrealized +40.9%
CAH CARDINAL HEALTH INC 0.2%
Value ($000) $323 Shares 3,420 Est. Cost $40.84 Unrealized +97.3%
VUSB VANGUARD BD INDEX FDS 0.2%
Value ($000) $322 Shares 6,550 Est. Cost $50.02 Unrealized
SPIB SPDR SER TR 0.2%
Value ($000) $321 Shares 10,000 Est. Cost $32.11 Unrealized
R RYDER SYS INC 0.2%
Value ($000) $319 Shares 3,765 Est. Cost $39.05 Unrealized +110.8%
ABT ABBOTT LABS 0.2%
Value ($000) $319 Shares 2,927 Est. Cost $92.10 Unrealized +10.2%
DISCOVER FINL SVCS 0.2%
Value ($000) $319 Shares 2,730 Est. Cost $122.85 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $318 Shares 2,410 Est. Cost $102.53 Unrealized +31.7%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $317 Shares 607 Est. Cost $524.96 Unrealized +2.0%
FHLC FIDELITY COVINGTON TRUST 0.2%
Value ($000) $316 Shares 5,001 Est. Cost $65.40 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $307 Shares 4,895 Est. Cost $47.12 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $301 Shares 3,081 Est. Cost $63.76 Unrealized +32.5%
SKECHERS U S A INC 0.2%
Value ($000) $296 Shares 5,620 Est. Cost $48.64 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $296 Shares 667 Est. Cost $311.12 Unrealized
ADI ANALOG DEVICES INC 0.2%
Value ($000) $292 Shares 1,497 Est. Cost $155.18 Unrealized +14.0%
LMBS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $291 Shares 6,104 Est. Cost $51.63 Unrealized
SPBO SPDR SER TR 0.2%
Value ($000) $289 Shares 10,000 Est. Cost $28.88 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.2%
Value ($000) $287 Shares 25,473 Est. Cost $14.35 Unrealized
DLTR DOLLAR TREE INC 0.2%
Value ($000) $287 Shares 2,000 Est. Cost $121.46 Unrealized +21.1%
HUM HUMANA INC 0.2%
Value ($000) $284 Shares 635 Est. Cost $471.41 Unrealized +3.6%
SO SOUTHERN CO 0.2%
Value ($000) $282 Shares 4,021 Est. Cost $57.19 Unrealized +14.2%
JUNIPER NETWORKS INC 0.2%
Value ($000) $281 Shares 8,975 Est. Cost $28.50 Unrealized
F FORD MTR CO DEL 0.2%
Value ($000) $280 Shares 18,521 Est. Cost $9.97 Unrealized +7.2%
CSGP COSTAR GROUP INC 0.2%
Value ($000) $280 Shares 3,144 Est. Cost $85.58 Unrealized -9.8%
OKE ONEOK INC NEW 0.2%
Value ($000) $277 Shares 4,495 Est. Cost $20.81 Unrealized +160.2%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $267 Shares 9,389 Est. Cost $44.12 Unrealized
IMCB ISHARES TR 0.2%
Value ($000) $267 Shares 4,222 Est. Cost $91.22 Unrealized
GE GENERAL ELECTRIC CO 0.2%
Value ($000) $265 Shares 2,415 Est. Cost $48.38 Unrealized +65.0%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $265 Shares 1,367 Est. Cost $186.71 Unrealized -4.6%
PWR QUANTA SVCS INC 0.1%
Value ($000) $263 Shares 1,340 Est. Cost $115.74 Unrealized +50.3%
PODD INSULET CORP 0.1%
Value ($000) $260 Shares 900 Est. Cost $245.44 Unrealized +23.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $255 Shares 748 Est. Cost $296.98 Unrealized +9.9%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $254 Shares 1,567 Est. Cost $120.04 Unrealized
IWV ISHARES TR 0.1%
Value ($000) $254 Shares 1,000 Est. Cost $207.04 Unrealized
EOG EOG RES INC 0.1%
Value ($000) $254 Shares 2,216 Est. Cost $100.93 Unrealized +3.5%
BLACKROCK ENHANCED EQUITY DI 0.1%
Value ($000) $252 Shares 30,236 Est. Cost $7.81 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $246 Shares 91 Est. Cost $1885.73 Unrealized +37.8%
MTCH MATCH GROUP INC NEW 0.1%
Value ($000) $246 Shares 5,867 Est. Cost $35.72 Unrealized 0.0%
FISV FISERV INC 0.1%
Value ($000) $244 Shares 1,938 Est. Cost $110.00 Unrealized +7.0%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $244 Shares 3,816 Est. Cost $42.70 Unrealized +38.1%
SHV ISHARES TR 0.1%
Value ($000) $243 Shares 2,200 Est. Cost $110.68 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $242 Shares 2,748 Est. Cost $73.46 Unrealized +8.1%
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $241 Shares 1,583 Est. Cost $167.33 Unrealized -11.5%
USFR WISDOMTREE TR 0.1%
Value ($000) $238 Shares 4,734 Est. Cost $50.28 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $237 Shares 1,364 Est. Cost $115.63 Unrealized +37.3%
PFF ISHARES TR 0.1%
Value ($000) $236 Shares 7,618 Est. Cost $35.59 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $233 Shares 3,084 Est. Cost $78.16 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $231 Shares 1,485 Est. Cost $140.06 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $230 Shares 2,438 Est. Cost $78.60 Unrealized +10.6%
ETN EATON CORP PLC 0.1%
Value ($000) $229 Shares 1,140 Est. Cost $170.34 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.1%
Value ($000) $226 Shares 18,006 Est. Cost $18.55 Unrealized -30.0%
XMPT VANECK ETF TRUST 0.1%
Value ($000) $225 Shares 10,660 Est. Cost $23.02 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $225 Shares 1,197 Est. Cost $126.97 Unrealized +34.2%
BA BOEING CO 0.1%
Value ($000) $222 Shares 1,052 Est. Cost $163.57 Unrealized +27.0%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $217 Shares 704 Est. Cost $261.35 Unrealized +7.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $214 Shares 100 Est. Cost $31.42 Unrealized +25.9%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $212 Shares 2,964 Est. Cost $67.80 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC 0.1%
Value ($000) $211 Shares 2,440 Est. Cost $80.28 Unrealized +17.2%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $211 Shares 1,072 Est. Cost $243.43 Unrealized -17.2%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $209 Shares 2,288 Est. Cost $81.35 Unrealized 0.0%
TROX TRONOX HOLDINGS PLC 0.1%
Value ($000) $206 Shares 16,221 Est. Cost $7.21 Unrealized +74.3%
THG HANOVER INS GROUP INC 0.1%
Value ($000) $205 Shares 1,817 Est. Cost $95.46 Unrealized +16.2%
PPL PPL CORP 0.1%
Value ($000) $204 Shares 7,719 Est. Cost $24.67 Unrealized +2.0%
MUNI PIMCO ETF TR 0.1%
Value ($000) $200 Shares 3,865 Est. Cost $52.26 Unrealized
NUVEEN AMT FREE MUN CR INC F 0.1%
Value ($000) $179 Shares 15,313 Est. Cost $15.57 Unrealized
NVTS NAVITAS SEMICONDUCTOR CORP 0.1%
Value ($000) $153 Shares 14,550 Est. Cost $7.74 Unrealized 0.0%
NUVEEN MUN VALUE FD INC 0.1%
Value ($000) $139 Shares 15,946 Est. Cost $9.45 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.1%
Value ($000) $131 Shares 12,020 Est. Cost $13.18 Unrealized
ABUS ARBUTUS BIOPHARMA CORP 0.1%
Value ($000) $114 Shares 49,620 Est. Cost $2.89 Unrealized -9.9%
AVIDXCHANGE HOLDINGS INC 0.1%
Value ($000) $107 Shares 10,300 Est. Cost $10.38 Unrealized
TILRAY BRANDS INC 0.0%
Value ($000) $58 Shares 37,270 Est. Cost $15.66 Unrealized
TCW STRATEGIC INCOME FD INC 0.0%
Value ($000) $47 Shares 10,188 Est. Cost $5.72 Unrealized
QSI QUANTUM SI INC 0.0%
Value ($000) $46 Shares 25,900 Est. Cost $2.28 Unrealized -31.3%
WRN WESTERN COPPER & GOLD CORP 0.0%
Value ($000) $22 Shares 14,100 Est. Cost $1.58 Unrealized +6.4%
FRBKQ REPUBLIC FIRST BANCORP INC 0.0%
Value ($000) $9 Shares 10,250 Est. Cost $4.81 Unrealized -76.2%