Wealth Management Associates, Inc. Diversified Active

CIK: 0002067339 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 21, 2025

Total Value ($000): $281,785 (100.0% shares, 0.0% debt)

Holdings (230)

AAPL APPLE INC 5.7%
Value ($000) $15,964 Shares 62,697 Est. Cost $91.93 Unrealized +145.4%
IVV ISHARES TR 4.5%
Value ($000) $12,585 Shares 18,804 Est. Cost $421.14 Unrealized
TLT ISHARES TR 4.1%
Value ($000) $11,526 Shares 128,964 Est. Cost $100.92 Unrealized
MSFT MICROSOFT CORP 3.8%
Value ($000) $10,791 Shares 20,835 Est. Cost $145.46 Unrealized +249.7%
NVDA NVIDIA CORPORATION 3.3%
Value ($000) $9,401 Shares 50,385 Est. Cost $66.49 Unrealized +162.1%
VTI VANGUARD INDEX FDS 3.3%
Value ($000) $9,279 Shares 28,274 Est. Cost $162.60 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 3.1%
Value ($000) $8,705 Shares 47,717 Est. Cost $20.05 Unrealized +708.4%
DVY ISHARES TR 3.0%
Value ($000) $8,334 Shares 58,647 Est. Cost $93.69 Unrealized
VYM VANGUARD WHITEHALL FDS 2.2%
Value ($000) $6,077 Shares 43,116 Est. Cost $82.13 Unrealized
ITOT ISHARES TR 2.0%
Value ($000) $5,609 Shares 38,511 Est. Cost $67.68 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 2.0%
Value ($000) $5,551 Shares 56,299 Est. Cost $38.24 Unrealized
IDV ISHARES TR 1.9%
Value ($000) $5,382 Shares 147,263 Est. Cost $29.28 Unrealized
GLD SPDR GOLD TR 1.9%
Value ($000) $5,279 Shares 14,851 Est. Cost $181.36 Unrealized
KMI KINDER MORGAN INC DEL 1.5%
Value ($000) $4,326 Shares 152,793 Est. Cost $11.48 Unrealized +135.0%
AIQ GLOBAL X FDS 1.3%
Value ($000) $3,707 Shares 75,055 Est. Cost $44.43 Unrealized
AVGO BROADCOM INC 1.3%
Value ($000) $3,597 Shares 10,903 Est. Cost $153.30 Unrealized +99.4%
AXON AXON ENTERPRISE INC 1.3%
Value ($000) $3,593 Shares 5,007 Est. Cost $123.60 Unrealized +513.9%
AGG ISHARES TR 1.2%
Value ($000) $3,487 Shares 34,785 Est. Cost $104.98 Unrealized
SRLN SSGA ACTIVE ETF TR 1.2%
Value ($000) $3,358 Shares 80,760 Est. Cost $43.18 Unrealized
GOOGL ALPHABET INC 1.2%
Value ($000) $3,324 Shares 13,672 Est. Cost $112.18 Unrealized +86.5%
T AT&T INC 1.0%
Value ($000) $2,906 Shares 102,890 Est. Cost $15.38 Unrealized +82.5%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $2,895 Shares 25,679 Est. Cost $61.76 Unrealized +77.6%
AMZN AMAZON COM INC 1.0%
Value ($000) $2,818 Shares 12,833 Est. Cost $131.21 Unrealized +72.5%
LLY ELI LILLY & CO 1.0%
Value ($000) $2,814 Shares 3,688 Est. Cost $150.34 Unrealized +393.7%
HDV ISHARES TR 1.0%
Value ($000) $2,795 Shares 22,825 Est. Cost $91.19 Unrealized
BIV VANGUARD BD INDEX FDS 1.0%
Value ($000) $2,778 Shares 35,569 Est. Cost $75.02 Unrealized
JPM JPMORGAN CHASE & CO. 1.0%
Value ($000) $2,743 Shares 8,697 Est. Cost $117.85 Unrealized +151.1%
GOOG ALPHABET INC 0.9%
Value ($000) $2,518 Shares 10,339 Est. Cost $111.58 Unrealized +88.1%
VGT VANGUARD WORLD FD 0.9%
Value ($000) $2,409 Shares 3,226 Est. Cost $213.91 Unrealized
PHYS SPROTT ASSET MANAGEMENT LP 0.8%
Value ($000) $2,371 Shares 80,050 Est. Cost $15.27 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.8%
Value ($000) $2,370 Shares 36,467 Est. Cost $45.40 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.8%
Value ($000) $2,328 Shares 4,747 Est. Cost $167.49 Unrealized +171.5%
APLD APPLIED DIGITAL CORP 0.8%
Value ($000) $2,172 Shares 94,660 Est. Cost $8.22 Unrealized +80.2%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.8%
Value ($000) $2,145 Shares 25,696 Est. Cost $45.93 Unrealized +80.1%
QQQ INVESCO QQQ TR 0.8%
Value ($000) $2,124 Shares 3,537 Est. Cost $375.17 Unrealized
ONEQ FIDELITY COMWLTH TR 0.7%
Value ($000) $2,055 Shares 23,056 Est. Cost $80.05 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $1,908 Shares 43,419 Est. Cost $40.19 Unrealized +5.7%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $1,894 Shares 10,215 Est. Cost $127.45 Unrealized +33.0%
SOUN SOUNDHOUND AI INC 0.6%
Value ($000) $1,766 Shares 109,845 Est. Cost $5.20 Unrealized +155.3%
BAC BANK AMERICA CORP 0.6%
Value ($000) $1,763 Shares 34,178 Est. Cost $27.29 Unrealized +77.1%
RKT ROCKET COS INC 0.6%
Value ($000) $1,628 Shares 83,992 Est. Cost $12.70 Unrealized +37.3%
GE GE AEROSPACE 0.6%
Value ($000) $1,583 Shares 5,261 Est. Cost $99.65 Unrealized +173.6%
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value ($000) $1,566 Shares 5,549 Est. Cost $109.82 Unrealized +136.3%
ABBV ABBVIE INC 0.5%
Value ($000) $1,504 Shares 6,496 Est. Cost $99.78 Unrealized +102.4%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $1,380 Shares 8,982 Est. Cost $100.48 Unrealized +54.2%
SPMO INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $1,378 Shares 11,383 Est. Cost $112.47 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $1,348 Shares 52,907 Est. Cost $28.88 Unrealized -16.4%
IAU ISHARES GOLD TR 0.5%
Value ($000) $1,300 Shares 17,868 Est. Cost $34.42 Unrealized
VFH VANGUARD WORLD FD 0.5%
Value ($000) $1,275 Shares 9,716 Est. Cost $65.41 Unrealized
WMT WALMART INC 0.4%
Value ($000) $1,253 Shares 12,154 Est. Cost $49.47 Unrealized +100.6%
USMV ISHARES TR 0.4%
Value ($000) $1,251 Shares 13,147 Est. Cost $63.41 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,224 Shares 7,880 Est. Cost $111.86 Unrealized +36.1%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $1,166 Shares 2,050 Est. Cost $279.74 Unrealized +105.0%
IGEB ISHARES TR 0.4%
Value ($000) $1,161 Shares 25,216 Est. Cost $43.27 Unrealized
ILCB ISHARES TR 0.4%
Value ($000) $1,160 Shares 12,548 Est. Cost $81.69 Unrealized
V VISA INC 0.4%
Value ($000) $1,114 Shares 3,262 Est. Cost $203.89 Unrealized +69.3%
FLBL FRANKLIN TEMPLETON ETF TR 0.4%
Value ($000) $1,026 Shares 42,695 Est. Cost $24.07 Unrealized
MRK MERCK & CO INC 0.4%
Value ($000) $998 Shares 11,886 Est. Cost $63.49 Unrealized +27.6%
FTSM FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $985 Shares 16,439 Est. Cost $59.76 Unrealized
ARTY ISHARES TR 0.3%
Value ($000) $918 Shares 20,059 Est. Cost $45.78 Unrealized
IYF ISHARES TR 0.3%
Value ($000) $917 Shares 7,244 Est. Cost $85.22 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $910 Shares 2,246 Est. Cost $250.50 Unrealized +55.4%
MCD MCDONALDS CORP 0.3%
Value ($000) $896 Shares 2,950 Est. Cost $184.15 Unrealized +63.7%
IDU ISHARES TR 0.3%
Value ($000) $859 Shares 7,747 Est. Cost $86.96 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $843 Shares 1,377 Est. Cost $522.08 Unrealized
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $831 Shares 26,461 Est. Cost $40.82 Unrealized -18.8%
DGRO ISHARES TR 0.3%
Value ($000) $797 Shares 11,710 Est. Cost $42.74 Unrealized
GEV GE VERNOVA INC 0.3%
Value ($000) $797 Shares 1,295 Est. Cost $202.69 Unrealized +198.7%
RSPT INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $785 Shares 17,616 Est. Cost $35.81 Unrealized
SLV ISHARES SILVER TR 0.3%
Value ($000) $758 Shares 17,886 Est. Cost $33.29 Unrealized
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $744 Shares 6,013 Est. Cost $87.30 Unrealized +37.2%
CSCO CISCO SYS INC 0.3%
Value ($000) $733 Shares 10,715 Est. Cost $43.16 Unrealized +56.1%
TJX TJX COS INC NEW 0.3%
Value ($000) $732 Shares 5,063 Est. Cost $63.59 Unrealized +108.0%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $724 Shares 782 Est. Cost $340.37 Unrealized +181.1%
LNKB LINKBANCORP INC 0.3%
Value ($000) $706 Shares 99,044 Est. Cost $6.53 Unrealized +9.2%
C CITIGROUP INC 0.3%
Value ($000) $705 Shares 6,949 Est. Cost $59.42 Unrealized +58.4%
DOCU DOCUSIGN INC 0.2%
Value ($000) $701 Shares 9,730 Est. Cost $50.22 Unrealized +53.5%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $696 Shares 1,045 Est. Cost $409.02 Unrealized
DGRW WISDOMTREE TR 0.2%
Value ($000) $694 Shares 7,800 Est. Cost $41.54 Unrealized
ETN EATON CORP PLC 0.2%
Value ($000) $668 Shares 1,786 Est. Cost $210.95 Unrealized +72.2%
DIS DISNEY WALT CO 0.2%
Value ($000) $656 Shares 5,725 Est. Cost $111.54 Unrealized +4.9%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $651 Shares 3,825 Est. Cost $97.80 Unrealized +51.1%
CAT CATERPILLAR INC 0.2%
Value ($000) $632 Shares 1,324 Est. Cost $183.11 Unrealized +132.3%
ADBE ADOBE INC 0.2%
Value ($000) $621 Shares 1,761 Est. Cost $328.58 Unrealized +9.2%
CEG CONSTELLATION ENERGY CORP 0.2%
Value ($000) $618 Shares 1,877 Est. Cost $105.34 Unrealized +205.8%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $615 Shares 3,346 Est. Cost $124.49 Unrealized +55.3%
BA BOEING CO 0.2%
Value ($000) $615 Shares 2,848 Est. Cost $225.47 Unrealized 0.0%
ANET ARISTA NETWORKS INC 0.2%
Value ($000) $609 Shares 4,180 Est. Cost $101.39 Unrealized +27.0%
IXC ISHARES TR 0.2%
Value ($000) $608 Shares 14,560 Est. Cost $20.53 Unrealized
COR CENCORA INC 0.2%
Value ($000) $591 Shares 1,890 Est. Cost $88.30 Unrealized +232.4%
VHT VANGUARD WORLD FD 0.2%
Value ($000) $576 Shares 2,219 Est. Cost $168.79 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $559 Shares 5,914 Est. Cost $67.79 Unrealized +37.6%
ETHA ISHARES ETHEREUM TR 0.2%
Value ($000) $558 Shares 17,702 Est. Cost $31.51 Unrealized
USFR WISDOMTREE TR 0.2%
Value ($000) $541 Shares 10,763 Est. Cost $50.26 Unrealized
R RYDER SYS INC 0.2%
Value ($000) $536 Shares 2,840 Est. Cost $39.05 Unrealized +361.9%
FDVV FIDELITY COVINGTON TRUST 0.2%
Value ($000) $534 Shares 9,590 Est. Cost $39.71 Unrealized
WMB WILLIAMS COS INC 0.2%
Value ($000) $528 Shares 8,338 Est. Cost $29.35 Unrealized +97.0%
SNPS SYNOPSYS INC 0.2%
Value ($000) $525 Shares 1,064 Est. Cost $315.35 Unrealized +79.3%
TDOC TELADOC HEALTH INC 0.2%
Value ($000) $522 Shares 67,525 Est. Cost $7.32 Unrealized +6.6%
NVTS NAVITAS SEMICONDUCTOR CORP 0.2%
Value ($000) $520 Shares 72,070 Est. Cost $6.69 Unrealized 0.0%
SO SOUTHERN CO 0.2%
Value ($000) $514 Shares 5,423 Est. Cost $66.37 Unrealized +38.9%
ABUS ARBUTUS BIOPHARMA CORP 0.2%
Value ($000) $512 Shares 112,820 Est. Cost $3.17 Unrealized +16.0%
KR KROGER CO 0.2%
Value ($000) $508 Shares 7,531 Est. Cost $47.33 Unrealized +46.0%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $507 Shares 1,727 Est. Cost $173.40 Unrealized +71.7%
TSLA TESLA INC 0.2%
Value ($000) $507 Shares 1,139 Est. Cost $228.59 Unrealized +51.7%
ABT ABBOTT LABS 0.2%
Value ($000) $503 Shares 3,758 Est. Cost $97.15 Unrealized +34.4%
UNP UNION PAC CORP 0.2%
Value ($000) $499 Shares 2,113 Est. Cost $196.61 Unrealized +13.5%
IJH ISHARES TR 0.2%
Value ($000) $498 Shares 7,636 Est. Cost $82.24 Unrealized
VRT VERTIV HOLDINGS CO 0.2%
Value ($000) $482 Shares 3,198 Est. Cost $106.27 Unrealized +25.4%
NOW SERVICENOW INC 0.2%
Value ($000) $476 Shares 517 Est. Cost $82.72 Unrealized +125.8%
QCOM QUALCOMM INC 0.2%
Value ($000) $469 Shares 2,820 Est. Cost $140.92 Unrealized +11.6%
TKO TKO GROUP HOLDINGS INC 0.2%
Value ($000) $469 Shares 2,321 Est. Cost $137.64 Unrealized +31.9%
META META PLATFORMS INC 0.2%
Value ($000) $467 Shares 636 Est. Cost $483.47 Unrealized +53.7%
BBIO BRIDGEBIO PHARMA INC 0.2%
Value ($000) $462 Shares 8,900 Est. Cost $34.63 Unrealized +40.9%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $462 Shares 2,270 Est. Cost $133.84 Unrealized +43.0%
BBY BEST BUY INC 0.2%
Value ($000) $461 Shares 6,100 Est. Cost $79.92 Unrealized -12.4%
IXUS ISHARES TR 0.2%
Value ($000) $451 Shares 5,460 Est. Cost $54.63 Unrealized
SYY SYSCO CORP 0.2%
Value ($000) $450 Shares 5,467 Est. Cost $63.49 Unrealized +24.2%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $450 Shares 1,304 Est. Cost $325.83 Unrealized -8.3%
PGR PROGRESSIVE CORP 0.2%
Value ($000) $446 Shares 1,808 Est. Cost $170.60 Unrealized +35.8%
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value ($000) $443 Shares 4,110 Est. Cost $89.98 Unrealized +11.7%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $442 Shares 5,857 Est. Cost $64.02 Unrealized +12.8%
SYF SYNCHRONY FINANCIAL 0.2%
Value ($000) $440 Shares 6,190 Est. Cost $60.90 Unrealized +18.3%
TRGP TARGA RES CORP 0.2%
Value ($000) $436 Shares 2,601 Est. Cost $90.62 Unrealized +82.2%
CAH CARDINAL HEALTH INC 0.2%
Value ($000) $427 Shares 2,720 Est. Cost $55.41 Unrealized +177.2%
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $424 Shares 5,766 Est. Cost $51.42 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $424 Shares 2,233 Est. Cost $178.32 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $420 Shares 5,014 Est. Cost $44.46 Unrealized +81.0%
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $418 Shares 5,228 Est. Cost $72.52 Unrealized +3.5%
QUAL ISHARES TR 0.1%
Value ($000) $416 Shares 2,138 Est. Cost $154.31 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $412 Shares 6,230 Est. Cost $53.53 Unrealized +14.7%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $411 Shares 176 Est. Cost $1955.60 Unrealized +22.7%
FDX FEDEX CORP 0.1%
Value ($000) $407 Shares 1,726 Est. Cost $204.49 Unrealized +11.6%
TGT TARGET CORP 0.1%
Value ($000) $406 Shares 4,525 Est. Cost $105.40 Unrealized -8.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $400 Shares 796 Est. Cost $300.60 Unrealized +61.1%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $398 Shares 5,932 Est. Cost $77.71 Unrealized -9.5%
ARGX ARGENX SE 0.1%
Value ($000) $398 Shares 539 Est. Cost $585.38 Unrealized
KKR KKR & CO INC 0.1%
Value ($000) $396 Shares 3,044 Est. Cost $123.06 Unrealized +15.1%
FHLC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $392 Shares 5,869 Est. Cost $65.12 Unrealized
INTU INTUIT 0.1%
Value ($000) $390 Shares 571 Est. Cost $310.09 Unrealized +132.0%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $383 Shares 71 Est. Cost $2317.13 Unrealized +140.1%
KO COCA COLA CO 0.1%
Value ($000) $381 Shares 5,751 Est. Cost $47.35 Unrealized +43.4%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $380 Shares 850 Est. Cost $245.57 Unrealized +95.4%
IWV ISHARES TR 0.1%
Value ($000) $379 Shares 1,000 Est. Cost $207.04 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $378 Shares 896 Est. Cost $144.88 Unrealized +194.4%
OKE ONEOK INC NEW 0.1%
Value ($000) $373 Shares 5,110 Est. Cost $31.46 Unrealized +138.6%
VUSB VANGUARD BD INDEX FDS 0.1%
Value ($000) $372 Shares 7,450 Est. Cost $49.94 Unrealized
DON WISDOMTREE TR 0.1%
Value ($000) $370 Shares 7,075 Est. Cost $46.01 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $369 Shares 4,858 Est. Cost $75.66 Unrealized
NUVEEN NEW JERSEY QULT MUN F 0.1%
Value ($000) $351 Shares 28,273 Est. Cost $13.44 Unrealized
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $348 Shares 1,482 Est. Cost $167.33 Unrealized +40.5%
PPL PPL CORP 0.1%
Value ($000) $343 Shares 9,227 Est. Cost $25.87 Unrealized +36.9%
LVS LAS VEGAS SANDS CORP 0.1%
Value ($000) $343 Shares 6,371 Est. Cost $49.62 Unrealized +5.4%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $338 Shares 1,568 Est. Cost $120.04 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $338 Shares 1,377 Est. Cost $168.54 Unrealized +41.8%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $336 Shares 1,641 Est. Cost $181.94 Unrealized -0.6%
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $333 Shares 6,686 Est. Cost $51.46 Unrealized
THG HANOVER INS GROUP INC 0.1%
Value ($000) $330 Shares 1,817 Est. Cost $95.46 Unrealized +77.9%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $326 Shares 653 Est. Cost $354.93 Unrealized +26.3%
NBIS NEBIUS GROUP N.V. 0.1%
Value ($000) $323 Shares 2,875 Est. Cost $69.43 Unrealized 0.0%
COWZ PACER FDS TR 0.1%
Value ($000) $318 Shares 5,535 Est. Cost $46.25 Unrealized
IMCB ISHARES TR 0.1%
Value ($000) $317 Shares 3,822 Est. Cost $91.22 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $317 Shares 410 Est. Cost $503.45 Unrealized +39.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $307 Shares 1,098 Est. Cost $279.35 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $306 Shares 3,273 Est. Cost $73.63 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $306 Shares 1,830 Est. Cost $126.44 Unrealized +22.0%
MS MORGAN STANLEY 0.1%
Value ($000) $305 Shares 1,917 Est. Cost $119.82 Unrealized +22.2%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $302 Shares 988 Est. Cost $202.26 Unrealized +34.2%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $301 Shares 1,363 Est. Cost $125.73 Unrealized +77.9%
FPEI FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $300 Shares 15,533 Est. Cost $19.34 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $298 Shares 1,055 Est. Cost $249.20 Unrealized +10.4%
O REALTY INCOME CORP 0.1%
Value ($000) $297 Shares 4,890 Est. Cost $54.85 Unrealized +3.8%
VOOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $296 Shares 1,485 Est. Cost $140.06 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.1%
Value ($000) $293 Shares 25,026 Est. Cost $14.35 Unrealized
VIK VIKING HOLDINGS LTD 0.1%
Value ($000) $292 Shares 4,690 Est. Cost $44.14 Unrealized +35.1%
VYMI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $291 Shares 3,440 Est. Cost $74.09 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $287 Shares 9,185 Est. Cost $29.01 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $286 Shares 2,628 Est. Cost $83.49 Unrealized +21.4%
VCLT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $283 Shares 3,650 Est. Cost $81.23 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $283 Shares 6,283 Est. Cost $29.79 Unrealized +45.6%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $279 Shares 1,390 Est. Cost $119.93 Unrealized +63.2%
NLR VANECK ETF TRUST 0.1%
Value ($000) $277 Shares 2,040 Est. Cost $135.68 Unrealized
TTD THE TRADE DESK INC 0.1%
Value ($000) $275 Shares 5,621 Est. Cost $67.46 Unrealized -5.9%
NFLX NETFLIX INC 0.1%
Value ($000) $275 Shares 229 Est. Cost $122.05 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $273 Shares 360 Est. Cost $560.34 Unrealized +31.2%
WBD WARNER BROS DISCOVERY INC 0.1%
Value ($000) $271 Shares 13,892 Est. Cost $18.15 Unrealized -24.9%
QBTS D-WAVE QUANTUM INC 0.1%
Value ($000) $270 Shares 10,911 Est. Cost $18.22 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $263 Shares 792 Est. Cost $316.55 Unrealized 0.0%
COWG PACER FDS TR 0.1%
Value ($000) $261 Shares 7,200 Est. Cost $32.21 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $260 Shares 1,354 Est. Cost $186.96 Unrealized +9.4%
EQT EQT CORP 0.1%
Value ($000) $256 Shares 4,705 Est. Cost $52.61 Unrealized 0.0%
SHOP SHOPIFY INC 0.1%
Value ($000) $256 Shares 1,722 Est. Cost $135.57 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $256 Shares 2,864 Est. Cost $92.34 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $255 Shares 2,300 Est. Cost $104.39 Unrealized +7.6%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $251 Shares 1,550 Est. Cost $137.33 Unrealized +20.3%
OUNZ VANECK MERK GOLD ETF 0.1%
Value ($000) $251 Shares 6,755 Est. Cost $30.14 Unrealized
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $250 Shares 2,064 Est. Cost $87.06 Unrealized +12.3%
FISV FISERV INC 0.1%
Value ($000) $250 Shares 1,938 Est. Cost $110.00 Unrealized +30.3%
PEP PEPSICO INC 0.1%
Value ($000) $248 Shares 1,767 Est. Cost $132.17 Unrealized +6.2%
FXL FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $247 Shares 1,468 Est. Cost $157.36 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $242 Shares 7,643 Est. Cost $31.62 Unrealized
IFRA ISHARES TR 0.1%
Value ($000) $242 Shares 4,575 Est. Cost $46.96 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $236 Shares 3,220 Est. Cost $67.39 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $235 Shares 951 Est. Cost $247.16 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $232 Shares 1,435 Est. Cost $161.38 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $230 Shares 378 Est. Cost $563.27 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $228 Shares 809 Est. Cost $253.23 Unrealized
SGMO SANGAMO THERAPEUTICS INC 0.1%
Value ($000) $226 Shares 335,800 Est. Cost $1.07 Unrealized -49.7%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $225 Shares 4,991 Est. Cost $52.49 Unrealized -13.3%
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $224 Shares 1,671 Est. Cost $105.52 Unrealized 0.0%
BLK BLACKROCK INC 0.1%
Value ($000) $223 Shares 191 Est. Cost $933.09 Unrealized +18.8%
LGOV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $221 Shares 10,165 Est. Cost $22.40 Unrealized
SHV ISHARES TR 0.1%
Value ($000) $221 Shares 2,000 Est. Cost $110.68 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $218 Shares 1,082 Est. Cost $141.34 Unrealized +44.3%
ITB ISHARES TR 0.1%
Value ($000) $215 Shares 2,000 Est. Cost $107.25 Unrealized
PWR QUANTA SVCS INC 0.1%
Value ($000) $213 Shares 514 Est. Cost $388.50 Unrealized 0.0%
IJR ISHARES TR 0.1%
Value ($000) $213 Shares 1,790 Est. Cost $118.82 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $206 Shares 604 Est. Cost $313.76 Unrealized 0.0%
SKYY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $203 Shares 1,510 Est. Cost $134.45 Unrealized
CME CME GROUP INC 0.1%
Value ($000) $203 Shares 750 Est. Cost $268.48 Unrealized +0.5%
PODD INSULET CORP 0.1%
Value ($000) $202 Shares 653 Est. Cost $205.35 Unrealized +52.6%
F FORD MTR CO 0.1%
Value ($000) $170 Shares 14,231 Est. Cost $10.04 Unrealized +12.8%
NUVEEN AMT FREE MUN CR INC F 0.1%
Value ($000) $169 Shares 13,776 Est. Cost $15.44 Unrealized
BLACKROCK ENHANCED EQUITY DI 0.1%
Value ($000) $164 Shares 17,973 Est. Cost $7.81 Unrealized
NUVEEN AMT-FREE MUN VALUE FD 0.1%
Value ($000) $154 Shares 10,867 Est. Cost $13.74 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.1%
Value ($000) $142 Shares 12,462 Est. Cost $12.84 Unrealized
WRN WESTERN COPPER & GOLD CORP 0.0%
Value ($000) $134 Shares 67,900 Est. Cost $1.25 Unrealized +14.3%
NUVEEN MUN VALUE FD INC 0.0%
Value ($000) $129 Shares 14,403 Est. Cost $9.45 Unrealized
TILRAY BRANDS INC 0.0%
Value ($000) $50 Shares 28,835 Est. Cost $15.66 Unrealized
QSI QUANTUM SI INC 0.0%
Value ($000) $44 Shares 30,950 Est. Cost $1.92 Unrealized -24.5%