Wealth Management Associates, Inc. Diversified Active

CIK: 0002067339 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: May 28, 2025

Total Value ($000): $227,425 (100.0% shares, 0.0% debt)

Holdings (209)

AAPL APPLE INC 6.7%
Value ($000) $15,265 Shares 65,515 Est. Cost $90.20 Unrealized +146.1%
TLT ISHARES TR 5.4%
Value ($000) $12,325 Shares 125,638 Est. Cost $102.07 Unrealized
IVV ISHARES TR 4.5%
Value ($000) $10,215 Shares 17,709 Est. Cost $413.71 Unrealized
MSFT MICROSOFT CORP 3.9%
Value ($000) $8,947 Shares 20,792 Est. Cost $142.21 Unrealized +197.5%
VTI VANGUARD INDEX FDS 3.3%
Value ($000) $7,509 Shares 26,520 Est. Cost $153.12 Unrealized
DVY ISHARES TR 3.3%
Value ($000) $7,480 Shares 55,379 Est. Cost $91.16 Unrealized
NVDA NVIDIA CORPORATION 3.0%
Value ($000) $6,832 Shares 56,260 Est. Cost $66.49 Unrealized +77.6%
VYM VANGUARD WHITEHALL FDS 2.4%
Value ($000) $5,561 Shares 43,381 Est. Cost $82.13 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 2.2%
Value ($000) $4,972 Shares 61,915 Est. Cost $38.24 Unrealized
T AT&T INC 2.1%
Value ($000) $4,883 Shares 221,953 Est. Cost $15.32 Unrealized +22.6%
ITOT ISHARES TR 1.9%
Value ($000) $4,401 Shares 35,033 Est. Cost $60.97 Unrealized
IDV ISHARES TR 1.8%
Value ($000) $4,171 Shares 137,961 Est. Cost $29.05 Unrealized
KMI KINDER MORGAN INC DEL 1.6%
Value ($000) $3,609 Shares 163,366 Est. Cost $11.48 Unrealized +73.0%
LLY ELI LILLY & CO 1.4%
Value ($000) $3,287 Shares 3,710 Est. Cost $150.34 Unrealized +492.2%
XOM EXXON MOBIL CORP 1.3%
Value ($000) $3,020 Shares 25,760 Est. Cost $60.55 Unrealized +81.7%
AGG ISHARES TR 1.2%
Value ($000) $2,792 Shares 27,568 Est. Cost $106.53 Unrealized
GLD SPDR GOLD TR 1.1%
Value ($000) $2,598 Shares 10,689 Est. Cost $148.62 Unrealized
GOOGL ALPHABET INC 1.1%
Value ($000) $2,590 Shares 15,614 Est. Cost $112.18 Unrealized +48.6%
SRLN SSGA ACTIVE ETF TR 1.1%
Value ($000) $2,513 Shares 60,177 Est. Cost $43.80 Unrealized
AMZN AMAZON COM INC 1.0%
Value ($000) $2,386 Shares 12,804 Est. Cost $130.09 Unrealized +40.3%
PEG PUBLIC SVC ENTERPRISE GRP IN 1.0%
Value ($000) $2,363 Shares 26,492 Est. Cost $45.93 Unrealized +66.2%
HDV ISHARES TR 1.0%
Value ($000) $2,330 Shares 19,809 Est. Cost $86.96 Unrealized
BIV VANGUARD BD INDEX FDS 1.0%
Value ($000) $2,314 Shares 29,523 Est. Cost $74.62 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $2,089 Shares 46,518 Est. Cost $40.14 Unrealized -4.4%
AXON AXON ENTERPRISE INC 0.9%
Value ($000) $1,976 Shares 4,945 Est. Cost $112.11 Unrealized +207.5%
AVGO BROADCOM INC 0.9%
Value ($000) $1,958 Shares 11,348 Est. Cost $145.41 Unrealized +8.7%
VGT VANGUARD WORLD FD 0.8%
Value ($000) $1,927 Shares 3,286 Est. Cost $213.91 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.8%
Value ($000) $1,900 Shares 51,074 Est. Cost $19.10 Unrealized +60.7%
QQQ INVESCO QQQ TR 0.8%
Value ($000) $1,738 Shares 3,561 Est. Cost $369.55 Unrealized
JPM JPMORGAN CHASE & CO. 0.8%
Value ($000) $1,735 Shares 8,228 Est. Cost $108.41 Unrealized +89.1%
GOOG ALPHABET INC 0.7%
Value ($000) $1,700 Shares 10,165 Est. Cost $109.83 Unrealized +53.2%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $1,651 Shares 10,191 Est. Cost $126.44 Unrealized +20.7%
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $1,600 Shares 9,236 Est. Cost $98.74 Unrealized +66.3%
PHYS SPROTT PHYSICAL GOLD TR 0.7%
Value ($000) $1,596 Shares 78,288 Est. Cost $14.95 Unrealized
ONEQ FIDELITY COMWLTH TR 0.7%
Value ($000) $1,579 Shares 22,057 Est. Cost $79.59 Unrealized
BAC BANK AMERICA CORP 0.6%
Value ($000) $1,416 Shares 35,697 Est. Cost $27.29 Unrealized +42.1%
PFE PFIZER INC 0.6%
Value ($000) $1,403 Shares 48,480 Est. Cost $29.56 Unrealized -9.7%
MRK MERCK & CO INC 0.6%
Value ($000) $1,394 Shares 12,275 Est. Cost $62.52 Unrealized +80.7%
ABBV ABBVIE INC 0.6%
Value ($000) $1,367 Shares 6,922 Est. Cost $98.76 Unrealized +80.9%
WMT WALMART INC 0.6%
Value ($000) $1,260 Shares 15,605 Est. Cost $49.47 Unrealized +46.5%
TTD THE TRADE DESK INC 0.5%
Value ($000) $1,251 Shares 11,406 Est. Cost $65.95 Unrealized +51.3%
CRWD CROWDSTRIKE HLDGS INC 0.5%
Value ($000) $1,216 Shares 4,337 Est. Cost $144.62 Unrealized +96.4%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,161 Shares 7,886 Est. Cost $108.84 Unrealized +28.6%
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $1,149 Shares 5,198 Est. Cost $96.61 Unrealized +95.6%
USMV ISHARES TR 0.5%
Value ($000) $1,137 Shares 12,453 Est. Cost $61.52 Unrealized
MCD MCDONALDS CORP 0.5%
Value ($000) $1,106 Shares 3,633 Est. Cost $182.05 Unrealized +46.5%
VFH VANGUARD WORLD FD 0.5%
Value ($000) $1,052 Shares 9,574 Est. Cost $64.25 Unrealized
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $1,017 Shares 24,346 Est. Cost $40.90 Unrealized -7.7%
ILCB ISHARES TR 0.4%
Value ($000) $1,015 Shares 12,811 Est. Cost $81.69 Unrealized
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $1,012 Shares 2,049 Est. Cost $279.74 Unrealized +65.1%
RSPT INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,011 Shares 26,816 Est. Cost $35.52 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $973 Shares 2,403 Est. Cost $250.50 Unrealized +40.8%
IGEB ISHARES TR 0.4%
Value ($000) $959 Shares 20,645 Est. Cost $42.90 Unrealized
QCOM QUALCOMM INC 0.4%
Value ($000) $943 Shares 5,548 Est. Cost $140.92 Unrealized +21.5%
RKT ROCKET COS INC 0.4%
Value ($000) $939 Shares 48,940 Est. Cost $9.20 Unrealized +80.5%
IAU ISHARES GOLD TR 0.4%
Value ($000) $913 Shares 18,368 Est. Cost $34.42 Unrealized
GE GE AEROSPACE 0.4%
Value ($000) $902 Shares 4,785 Est. Cost $74.03 Unrealized +126.9%
ADBE ADOBE INC 0.4%
Value ($000) $901 Shares 1,741 Est. Cost $325.34 Unrealized +68.6%
V VISA INC 0.4%
Value ($000) $868 Shares 3,155 Est. Cost $188.04 Unrealized +42.4%
FTSM FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $810 Shares 13,521 Est. Cost $59.74 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $781 Shares 4,760 Est. Cost $105.97 Unrealized +43.4%
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $774 Shares 6,712 Est. Cost $87.30 Unrealized +21.3%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $734 Shares 1,256 Est. Cost $324.12 Unrealized +69.2%
DGRO ISHARES TR 0.3%
Value ($000) $732 Shares 11,684 Est. Cost $42.36 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $732 Shares 1,252 Est. Cost $349.47 Unrealized +47.8%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $724 Shares 3,503 Est. Cost $124.49 Unrealized +55.0%
ELV ELEVANCE HEALTH INC 0.3%
Value ($000) $721 Shares 1,387 Est. Cost $297.91 Unrealized +74.8%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $709 Shares 799 Est. Cost $340.37 Unrealized +153.2%
SNPS SYNOPSYS INC 0.3%
Value ($000) $703 Shares 1,388 Est. Cost $268.82 Unrealized +99.6%
COP CONOCOPHILLIPS 0.3%
Value ($000) $656 Shares 6,236 Est. Cost $58.87 Unrealized +78.5%
LNKB LINKBANCORP INC 0.3%
Value ($000) $635 Shares 99,044 Est. Cost $6.53 Unrealized -5.4%
IYF ISHARES TR 0.3%
Value ($000) $633 Shares 6,089 Est. Cost $79.12 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $627 Shares 1,188 Est. Cost $500.13 Unrealized
DGRW WISDOMTREE TR 0.3%
Value ($000) $626 Shares 7,518 Est. Cost $40.74 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.3%
Value ($000) $625 Shares 17,305 Est. Cost $36.13 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $615 Shares 11,558 Est. Cost $43.16 Unrealized +8.4%
IDU ISHARES TR 0.3%
Value ($000) $612 Shares 6,001 Est. Cost $81.99 Unrealized
VHT VANGUARD WORLD FD 0.3%
Value ($000) $606 Shares 2,147 Est. Cost $163.73 Unrealized
REDFIN CORP 0.3%
Value ($000) $591 Shares 47,200 Est. Cost $9.64 Unrealized
TJX TJX COS INC NEW 0.3%
Value ($000) $587 Shares 4,998 Est. Cost $62.78 Unrealized +79.5%
UNP UNION PAC CORP 0.3%
Value ($000) $586 Shares 2,379 Est. Cost $196.61 Unrealized +19.3%
DOCU DOCUSIGN INC 0.3%
Value ($000) $585 Shares 9,420 Est. Cost $47.87 Unrealized +17.1%
LOW LOWES COS INC 0.3%
Value ($000) $582 Shares 2,149 Est. Cost $133.54 Unrealized +76.8%
IXC ISHARES TR 0.2%
Value ($000) $564 Shares 13,925 Est. Cost $19.70 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $562 Shares 1,437 Est. Cost $177.03 Unrealized +91.3%
LIN LINDE PLC 0.2%
Value ($000) $561 Shares 1,176 Est. Cost $324.87 Unrealized +37.9%
SO SOUTHERN CO 0.2%
Value ($000) $543 Shares 6,023 Est. Cost $63.09 Unrealized +29.4%
VCLT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $524 Shares 6,445 Est. Cost $81.23 Unrealized
ETN EATON CORP PLC 0.2%
Value ($000) $510 Shares 1,538 Est. Cost $195.41 Unrealized +54.2%
WMB WILLIAMS COS INC 0.2%
Value ($000) $497 Shares 10,884 Est. Cost $29.35 Unrealized +42.3%
DIS DISNEY WALT CO 0.2%
Value ($000) $491 Shares 5,101 Est. Cost $111.81 Unrealized -19.0%
NOW SERVICENOW INC 0.2%
Value ($000) $485 Shares 542 Est. Cost $64.87 Unrealized +153.5%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $484 Shares 986 Est. Cost $245.57 Unrealized +89.6%
IJH ISHARES TR 0.2%
Value ($000) $483 Shares 7,746 Est. Cost $82.24 Unrealized
TRGP TARGA RES CORP 0.2%
Value ($000) $483 Shares 3,261 Est. Cost $90.62 Unrealized +51.0%
CEG CONSTELLATION ENERGY CORP 0.2%
Value ($000) $479 Shares 1,844 Est. Cost $81.35 Unrealized +142.3%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $469 Shares 817 Est. Cost $359.06 Unrealized
C CITIGROUP INC 0.2%
Value ($000) $464 Shares 7,416 Est. Cost $59.42 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $463 Shares 1,672 Est. Cost $162.23 Unrealized +56.2%
PGR PROGRESSIVE CORP 0.2%
Value ($000) $458 Shares 1,805 Est. Cost $170.60 Unrealized +25.5%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $452 Shares 5,352 Est. Cost $63.63 Unrealized +17.6%
USFR WISDOMTREE TR 0.2%
Value ($000) $452 Shares 9,008 Est. Cost $50.26 Unrealized
VLO VALERO ENERGY CORP 0.2%
Value ($000) $452 Shares 3,348 Est. Cost $90.57 Unrealized +53.9%
CAH CARDINAL HEALTH INC 0.2%
Value ($000) $450 Shares 4,075 Est. Cost $55.41 Unrealized +84.7%
BBY BEST BUY INC 0.2%
Value ($000) $449 Shares 4,350 Est. Cost $83.90 Unrealized 0.0%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $445 Shares 2,483 Est. Cost $179.12 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.2%
Value ($000) $442 Shares 6,073 Est. Cost $65.12 Unrealized
MDYG SPDR SER TR 0.2%
Value ($000) $442 Shares 5,033 Est. Cost $84.06 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.2%
Value ($000) $441 Shares 8,705 Est. Cost $38.18 Unrealized
COR CENCORA INC 0.2%
Value ($000) $438 Shares 1,945 Est. Cost $88.30 Unrealized +160.1%
SOUN SOUNDHOUND AI INC 0.2%
Value ($000) $437 Shares 93,774 Est. Cost $3.96 Unrealized +22.1%
OKE ONEOK INC NEW 0.2%
Value ($000) $436 Shares 4,785 Est. Cost $27.81 Unrealized +193.1%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $435 Shares 1,274 Est. Cost $90.69 Unrealized +85.6%
MPC MARATHON PETE CORP 0.2%
Value ($000) $432 Shares 2,650 Est. Cost $104.60 Unrealized +56.7%
KR KROGER CO 0.2%
Value ($000) $431 Shares 7,527 Est. Cost $47.33 Unrealized +10.2%
KO COCA COLA CO 0.2%
Value ($000) $430 Shares 5,978 Est. Cost $45.90 Unrealized +43.0%
COWZ PACER FDS TR 0.2%
Value ($000) $428 Shares 7,407 Est. Cost $46.25 Unrealized
SYY SYSCO CORP 0.2%
Value ($000) $427 Shares 5,467 Est. Cost $63.49 Unrealized +13.6%
FDX FEDEX CORP 0.2%
Value ($000) $416 Shares 1,519 Est. Cost $197.83 Unrealized +42.2%
TGT TARGET CORP 0.2%
Value ($000) $415 Shares 2,665 Est. Cost $105.81 Unrealized +33.3%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $415 Shares 2,052 Est. Cost $183.30 Unrealized +10.4%
R RYDER SYS INC 0.2%
Value ($000) $414 Shares 2,840 Est. Cost $39.05 Unrealized +247.0%
NUVEEN NEW JERSEY QULT MUN F 0.2%
Value ($000) $405 Shares 31,095 Est. Cost $13.44 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $403 Shares 5,620 Est. Cost $50.20 Unrealized
IXUS ISHARES TR 0.2%
Value ($000) $403 Shares 5,548 Est. Cost $54.63 Unrealized
TREX TREX CO INC 0.2%
Value ($000) $397 Shares 5,956 Est. Cost $58.59 Unrealized +19.8%
ABT ABBOTT LABS 0.2%
Value ($000) $391 Shares 3,426 Est. Cost $93.93 Unrealized +14.0%
GSC GOLDMAN SACHS ETF TR 0.2%
Value ($000) $388 Shares 7,335 Est. Cost $52.92 Unrealized
TD TORONTO DOMINION BK ONT 0.2%
Value ($000) $373 Shares 5,888 Est. Cost $72.52 Unrealized -18.5%
TT TRANE TECHNOLOGIES PLC 0.2%
Value ($000) $371 Shares 954 Est. Cost $144.88 Unrealized +136.8%
VRT VERTIV HOLDINGS CO 0.2%
Value ($000) $370 Shares 3,718 Est. Cost $82.73 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $367 Shares 798 Est. Cost $300.60 Unrealized +47.1%
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $354 Shares 84 Est. Cost $2060.76 Unrealized +84.1%
QUAL ISHARES TR 0.2%
Value ($000) $353 Shares 1,966 Est. Cost $152.70 Unrealized
INTU INTUIT 0.2%
Value ($000) $352 Shares 567 Est. Cost $304.25 Unrealized +108.0%
DON WISDOMTREE TR 0.2%
Value ($000) $351 Shares 6,856 Est. Cost $45.71 Unrealized
FISV FISERV INC 0.2%
Value ($000) $350 Shares 1,950 Est. Cost $110.00 Unrealized +49.9%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $331 Shares 11,355 Est. Cost $29.01 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $329 Shares 6,650 Est. Cost $51.46 Unrealized
IWV ISHARES TR 0.1%
Value ($000) $327 Shares 1,000 Est. Cost $207.04 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $326 Shares 2,388 Est. Cost $129.83 Unrealized -7.2%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $321 Shares 1,379 Est. Cost $186.71 Unrealized +12.9%
ANSYS INC 0.1%
Value ($000) $318 Shares 998 Est. Cost $221.70 Unrealized
LGOV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $318 Shares 14,185 Est. Cost $22.40 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $317 Shares 1,865 Est. Cost $132.17 Unrealized +23.2%
VEEV VEEVA SYS INC 0.1%
Value ($000) $315 Shares 1,499 Est. Cost $213.43 Unrealized -7.4%
LVS LAS VEGAS SANDS CORP 0.1%
Value ($000) $314 Shares 6,243 Est. Cost $49.62 Unrealized -19.6%
CPB CAMPBELL SOUP CO 0.1%
Value ($000) $312 Shares 6,370 Est. Cost $38.09 Unrealized +21.3%
META META PLATFORMS INC 0.1%
Value ($000) $311 Shares 543 Est. Cost $443.21 Unrealized +15.5%
SKECHERS U S A INC 0.1%
Value ($000) $311 Shares 4,645 Est. Cost $48.67 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $310 Shares 1,567 Est. Cost $120.04 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.1%
Value ($000) $310 Shares 25,026 Est. Cost $14.35 Unrealized
IMCB ISHARES TR 0.1%
Value ($000) $306 Shares 4,022 Est. Cost $91.22 Unrealized
PPL PPL CORP 0.1%
Value ($000) $305 Shares 9,211 Est. Cost $25.87 Unrealized +13.0%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $304 Shares 861 Est. Cost $272.46 Unrealized +18.5%
VUSB VANGUARD BD INDEX FDS 0.1%
Value ($000) $300 Shares 6,000 Est. Cost $50.02 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $295 Shares 3,253 Est. Cost $73.63 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $295 Shares 7,272 Est. Cost $29.79 Unrealized +20.1%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $291 Shares 5,058 Est. Cost $50.72 Unrealized +9.1%
GEV GE VERNOVA INC 0.1%
Value ($000) $291 Shares 1,143 Est. Cost $133.68 Unrealized +43.3%
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $287 Shares 1,594 Est. Cost $167.33 Unrealized +7.5%
VOOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $286 Shares 1,497 Est. Cost $140.06 Unrealized
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $283 Shares 3,902 Est. Cost $75.88 Unrealized -4.1%
TSLA TESLA INC 0.1%
Value ($000) $274 Shares 1,049 Est. Cost $175.80 Unrealized +29.7%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $273 Shares 1,187 Est. Cost $157.27 Unrealized +40.0%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $272 Shares 4,807 Est. Cost $41.03 Unrealized +33.7%
EOG EOG RES INC 0.1%
Value ($000) $270 Shares 2,196 Est. Cost $101.41 Unrealized +18.7%
THG HANOVER INS GROUP INC 0.1%
Value ($000) $269 Shares 1,817 Est. Cost $95.46 Unrealized +39.4%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $266 Shares 231 Est. Cost $69.94 Unrealized +5.0%
BLV VANGUARD BD INDEX FDS 0.1%
Value ($000) $262 Shares 3,480 Est. Cost $75.17 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $257 Shares 1,390 Est. Cost $119.93 Unrealized +39.7%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $257 Shares 1,237 Est. Cost $116.61 Unrealized +75.2%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $256 Shares 1,076 Est. Cost $202.26 Unrealized +11.1%
IJR ISHARES TR 0.1%
Value ($000) $256 Shares 2,188 Est. Cost $116.94 Unrealized
KKR KKR & CO INC 0.1%
Value ($000) $250 Shares 1,913 Est. Cost $117.42 Unrealized 0.0%
SDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $250 Shares 6,865 Est. Cost $36.38 Unrealized
BBIO BRIDGEBIO PHARMA INC 0.1%
Value ($000) $246 Shares 9,680 Est. Cost $34.01 Unrealized -22.8%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $245 Shares 1,099 Est. Cost $131.25 Unrealized +65.3%
CSGP COSTAR GROUP INC 0.1%
Value ($000) $244 Shares 3,239 Est. Cost $85.18 Unrealized -11.0%
GIS GENERAL MLS INC 0.1%
Value ($000) $242 Shares 3,278 Est. Cost $60.59 Unrealized +8.3%
CB CHUBB LIMITED 0.1%
Value ($000) $238 Shares 825 Est. Cost $241.75 Unrealized +12.0%
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $236 Shares 2,039 Est. Cost $78.22 Unrealized +22.9%
O REALTY INCOME CORP 0.1%
Value ($000) $233 Shares 3,676 Est. Cost $55.00 Unrealized 0.0%
PODD INSULET CORP 0.1%
Value ($000) $233 Shares 1,000 Est. Cost $205.35 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $233 Shares 368 Est. Cost $560.34 Unrealized 0.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $231 Shares 1,116 Est. Cost $173.80 Unrealized +8.4%
AMGN AMGEN INC 0.1%
Value ($000) $225 Shares 697 Est. Cost $255.10 Unrealized +22.8%
SHV ISHARES TR 0.1%
Value ($000) $221 Shares 2,000 Est. Cost $110.68 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $213 Shares 1,535 Est. Cost $136.26 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $212 Shares 430 Est. Cost $503.45 Unrealized +9.9%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $212 Shares 2,669 Est. Cost $78.16 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $212 Shares 3,150 Est. Cost $67.27 Unrealized
IFRA ISHARES TR 0.1%
Value ($000) $212 Shares 4,505 Est. Cost $46.97 Unrealized
CELH CELSIUS HLDGS INC 0.1%
Value ($000) $211 Shares 6,740 Est. Cost $60.18 Unrealized -30.2%
ABUS ARBUTUS BIOPHARMA CORP 0.1%
Value ($000) $210 Shares 54,520 Est. Cost $2.90 Unrealized +32.4%
RTX RTX CORPORATION 0.1%
Value ($000) $209 Shares 1,726 Est. Cost $111.08 Unrealized 0.0%
PFF ISHARES TR 0.1%
Value ($000) $209 Shares 6,283 Est. Cost $35.59 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $208 Shares 4,083 Est. Cost $45.53 Unrealized 0.0%
NUVEEN AMT FREE MUN CR INC F 0.1%
Value ($000) $192 Shares 14,354 Est. Cost $15.44 Unrealized
BLACKROCK ENHANCED EQUITY DI 0.1%
Value ($000) $189 Shares 21,892 Est. Cost $7.81 Unrealized
F FORD MTR CO 0.1%
Value ($000) $177 Shares 16,796 Est. Cost $9.97 Unrealized +4.7%
NUVEEN AMT FREE QLTY MUN INC 0.1%
Value ($000) $143 Shares 11,950 Est. Cost $13.06 Unrealized
NUVEEN MUN VALUE FD INC 0.1%
Value ($000) $133 Shares 14,736 Est. Cost $9.45 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $113 Shares 13,754 Est. Cost $18.55 Unrealized -57.9%
LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $72 Shares 80,000 Est. Cost $1.49 Unrealized
TILRAY BRANDS INC 0.0%
Value ($000) $55 Shares 31,254 Est. Cost $15.66 Unrealized
NVTS NAVITAS SEMICONDUCTOR CORP 0.0%
Value ($000) $44 Shares 18,150 Est. Cost $7.73 Unrealized -58.0%
QSI QUANTUM SI INC 0.0%
Value ($000) $31 Shares 35,050 Est. Cost $1.98 Unrealized -51.1%
WRN WESTERN COPPER & GOLD CORP 0.0%
Value ($000) $28 Shares 23,600 Est. Cost $1.40 Unrealized -17.8%