MARK SHEPTOFF FINANCIAL PLANNING, LLC Diversified Active

CIK: 0001607355 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 13, 2025

Total Value ($000): $208,943 (100.0% shares, 0.0% debt)

Holdings (481)

MSFT MICROSOFT CORP 12.0%
Value ($000) $25,173 Shares 48,601 Est. Cost $91.64 Unrealized +455.1%
NEE NEXTERA ENERGY INC 6.6%
Value ($000) $13,831 Shares 183,222 Est. Cost $55.61 Unrealized +29.8%
PLTR PALANTIR TECHNOLOGIES INC 6.4%
Value ($000) $13,326 Shares 73,051 Est. Cost $20.28 Unrealized +699.1%
AAPL APPLE INC 5.7%
Value ($000) $11,883 Shares 46,668 Est. Cost $89.42 Unrealized +152.3%
VEEV VEEVA SYS INC 3.8%
Value ($000) $7,949 Shares 26,681 Est. Cost $63.88 Unrealized +340.5%
CLS CELESTICA INC 3.7%
Value ($000) $7,664 Shares 31,105 Est. Cost $63.36 Unrealized +218.2%
TSLA TESLA INC 3.4%
Value ($000) $7,192 Shares 16,173 Est. Cost $257.85 Unrealized +34.5%
RTX RTX CORPORATION 3.2%
Value ($000) $6,779 Shares 40,513 Est. Cost $97.86 Unrealized +57.7%
JNJ JOHNSON & JOHNSON 3.1%
Value ($000) $6,576 Shares 35,465 Est. Cost $85.15 Unrealized +99.1%
PEP PEPSICO INC 2.8%
Value ($000) $5,936 Shares 42,269 Est. Cost $62.18 Unrealized +125.8%
ABBV ABBVIE INC 2.8%
Value ($000) $5,888 Shares 25,431 Est. Cost $49.54 Unrealized +307.6%
ABT ABBOTT LABS 2.7%
Value ($000) $5,688 Shares 42,468 Est. Cost $42.05 Unrealized +210.6%
VRTX VERTEX PHARMACEUTICALS INC 2.0%
Value ($000) $4,218 Shares 10,771 Est. Cost $191.16 Unrealized +118.6%
UNH UNITEDHEALTH GROUP INC 1.8%
Value ($000) $3,856 Shares 11,166 Est. Cost $104.75 Unrealized +185.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.7%
Value ($000) $3,598 Shares 7,156 Est. Cost $131.76 Unrealized +267.6%
NVDA NVIDIA CORPORATION 1.5%
Value ($000) $3,131 Shares 16,783 Est. Cost $104.81 Unrealized +66.3%
V VISA INC 1.4%
Value ($000) $2,912 Shares 8,530 Est. Cost $96.95 Unrealized +256.0%
COST COSTCO WHSL CORP NEW 1.3%
Value ($000) $2,792 Shares 3,016 Est. Cost $187.96 Unrealized +409.0%
GD GENERAL DYNAMICS CORP 1.3%
Value ($000) $2,708 Shares 7,941 Est. Cost $117.48 Unrealized +167.1%
KTOS KRATOS DEFENSE & SEC SOLUTIO 1.3%
Value ($000) $2,650 Shares 29,000 Est. Cost $25.56 Unrealized +150.6%
CIBR FIRST TR EXCHANGE TRADED FD 1.3%
Value ($000) $2,641 Shares 34,739 Est. Cost $61.50 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 1.2%
Value ($000) $2,560 Shares 13,497 Est. Cost $175.76 Unrealized
KO COCA COLA CO 0.9%
Value ($000) $1,911 Shares 28,811 Est. Cost $35.49 Unrealized +91.4%
IHAK ISHARES TR 0.8%
Value ($000) $1,687 Shares 32,241 Est. Cost $39.06 Unrealized
BAI BLACKROCK ETF TRUST 0.7%
Value ($000) $1,546 Shares 45,255 Est. Cost $30.83 Unrealized
VYM VANGUARD WHITEHALL FDS 0.7%
Value ($000) $1,482 Shares 10,514 Est. Cost $118.96 Unrealized
MDLZ MONDELEZ INTL INC 0.7%
Value ($000) $1,473 Shares 23,578 Est. Cost $29.18 Unrealized +117.3%
HD HOME DEPOT INC 0.7%
Value ($000) $1,412 Shares 3,484 Est. Cost $124.71 Unrealized +212.1%
AWK AMERICAN WTR WKS CO INC NEW 0.7%
Value ($000) $1,380 Shares 9,915 Est. Cost $54.97 Unrealized +154.7%
AMZN AMAZON COM INC 0.6%
Value ($000) $1,200 Shares 5,464 Est. Cost $157.62 Unrealized +43.6%
AEP AMERICAN ELEC PWR CO INC 0.5%
Value ($000) $1,077 Shares 9,575 Est. Cost $73.76 Unrealized +46.7%
FAS DIREXION SHS ETF TR 0.5%
Value ($000) $1,067 Shares 6,000 Est. Cost $43.73 Unrealized
BX BLACKSTONE INC 0.5%
Value ($000) $1,055 Shares 6,175 Est. Cost $62.77 Unrealized +170.0%
HIG HARTFORD INSURANCE GROUP INC 0.5%
Value ($000) $1,035 Shares 7,760 Est. Cost $27.12 Unrealized +369.6%
TKR TIMKEN CO 0.4%
Value ($000) $919 Shares 12,513 Est. Cost $41.15 Unrealized +87.4%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $897 Shares 5,837 Est. Cost $89.41 Unrealized +73.2%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $873 Shares 1,310 Est. Cost $297.57 Unrealized
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $833 Shares 1,669 Est. Cost $246.86 Unrealized +81.5%
SJM SMUCKER J M CO 0.4%
Value ($000) $789 Shares 7,268 Est. Cost $80.25 Unrealized +33.3%
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $766 Shares 3,550 Est. Cost $115.46 Unrealized
TTC TORO CO 0.4%
Value ($000) $761 Shares 9,983 Est. Cost $39.50 Unrealized +94.1%
PWR QUANTA SVCS INC 0.4%
Value ($000) $746 Shares 1,800 Est. Cost $159.21 Unrealized +144.0%
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.4%
Value ($000) $735 Shares 5,050 Est. Cost $120.48 Unrealized +1.6%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $686 Shares 3,735 Est. Cost $67.62 Unrealized +185.9%
RYAN RYAN SPECIALTY HOLDINGS INC 0.3%
Value ($000) $652 Shares 11,575 Est. Cost $33.41 Unrealized +77.3%
ORLY OREILLY AUTOMOTIVE INC 0.3%
Value ($000) $647 Shares 6,000 Est. Cost $86.13 Unrealized +16.7%
HON HONEYWELL INTL INC 0.3%
Value ($000) $639 Shares 3,036 Est. Cost $90.86 Unrealized +128.0%
NVS NOVARTIS AG 0.3%
Value ($000) $630 Shares 4,916 Est. Cost $87.05 Unrealized
KNSA KINIKSA PHARMACEUTICALS INTL 0.3%
Value ($000) $625 Shares 16,100 Est. Cost $32.49 Unrealized 0.0%
IVV ISHARES TR 0.3%
Value ($000) $610 Shares 912 Est. Cost $493.22 Unrealized
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $605 Shares 7,564 Est. Cost $51.19 Unrealized +65.3%
DVN DEVON ENERGY CORP NEW 0.3%
Value ($000) $589 Shares 16,800 Est. Cost $34.89 Unrealized -3.6%
TRV TRAVELERS COMPANIES INC 0.3%
Value ($000) $563 Shares 2,015 Est. Cost $91.38 Unrealized +191.0%
LLY ELI LILLY & CO 0.3%
Value ($000) $538 Shares 705 Est. Cost $185.81 Unrealized +299.5%
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $535 Shares 3,844 Est. Cost $138.96 Unrealized
CLX CLOROX CO DEL 0.2%
Value ($000) $506 Shares 4,100 Est. Cost $76.97 Unrealized +58.8%
PFE PFIZER INC 0.2%
Value ($000) $500 Shares 19,639 Est. Cost $30.75 Unrealized -21.5%
SYM SYMBOTIC INC 0.2%
Value ($000) $488 Shares 9,050 Est. Cost $50.54 Unrealized 0.0%
HRL HORMEL FOODS CORP 0.2%
Value ($000) $478 Shares 19,335 Est. Cost $26.80 Unrealized +2.0%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $476 Shares 7,093 Est. Cost $46.42 Unrealized +51.5%
COO COOPER COS INC 0.2%
Value ($000) $465 Shares 6,785 Est. Cost $96.75 Unrealized -26.8%
CCJ CAMECO CORP 0.2%
Value ($000) $461 Shares 5,495 Est. Cost $77.39 Unrealized 0.0%
NLR VANECK ETF TRUST 0.2%
Value ($000) $454 Shares 3,350 Est. Cost $119.40 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $409 Shares 1,850 Est. Cost $112.71 Unrealized +98.5%
ATRO ASTRONICS CORP 0.2%
Value ($000) $408 Shares 8,950 Est. Cost $28.51 Unrealized +28.0%
T AT&T INC 0.2%
Value ($000) $407 Shares 14,427 Est. Cost $16.30 Unrealized +72.1%
RGTI RIGETTI COMPUTING INC 0.2%
Value ($000) $405 Shares 13,600 Est. Cost $9.41 Unrealized +86.2%
PFF ISHARES TR 0.2%
Value ($000) $402 Shares 12,710 Est. Cost $31.62 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $385 Shares 3,100 Est. Cost $82.72 Unrealized +53.3%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $368 Shares 1,122 Est. Cost $119.01 Unrealized
HEI HEICO CORP NEW 0.2%
Value ($000) $368 Shares 1,139 Est. Cost $58.98 Unrealized +439.6%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $361 Shares 635 Est. Cost $200.14 Unrealized +186.5%
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $356 Shares 2,640 Est. Cost $140.93 Unrealized +11.8%
MCD MCDONALDS CORP 0.2%
Value ($000) $354 Shares 1,164 Est. Cost $174.64 Unrealized +72.6%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.2%
Value ($000) $334 Shares 4,000 Est. Cost $33.81 Unrealized +144.6%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $332 Shares 2,685 Est. Cost $57.00 Unrealized +110.2%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $324 Shares 1,609 Est. Cost $38.81 Unrealized +425.7%
HNGE HINGE HEALTH INC 0.2%
Value ($000) $317 Shares 6,450 Est. Cost $48.26 Unrealized +8.4%
KGC KINROSS GOLD CORP 0.1%
Value ($000) $306 Shares 12,333 Est. Cost $12.04 Unrealized +59.8%
FISV FISERV INC 0.1%
Value ($000) $306 Shares 2,376 Est. Cost $58.64 Unrealized +144.4%
OGE OGE ENERGY CORP 0.1%
Value ($000) $305 Shares 6,600 Est. Cost $32.74 Unrealized +36.7%
WMT WALMART INC 0.1%
Value ($000) $304 Shares 2,950 Est. Cost $56.96 Unrealized +74.2%
CSX CSX CORP 0.1%
Value ($000) $302 Shares 8,500 Est. Cost $15.24 Unrealized +122.7%
META META PLATFORMS INC 0.1%
Value ($000) $298 Shares 406 Est. Cost $264.35 Unrealized +181.2%
CGUS CAPITAL GROUP CORE EQUITY ET 0.1%
Value ($000) $297 Shares 7,503 Est. Cost $36.53 Unrealized
CORNERSTONE STRATEGIC INVEST 0.1%
Value ($000) $289 Shares 34,913 Est. Cost $8.28 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $288 Shares 4,208 Est. Cost $39.29 Unrealized +71.5%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $282 Shares 470 Est. Cost $311.23 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $281 Shares 2,800 Est. Cost $43.62 Unrealized +127.2%
LOW LOWES COS INC 0.1%
Value ($000) $278 Shares 1,107 Est. Cost $144.92 Unrealized +68.5%
MDT MEDTRONIC PLC 0.1%
Value ($000) $277 Shares 2,908 Est. Cost $81.47 Unrealized +12.0%
KRMN KARMAN HLDGS INC 0.1%
Value ($000) $271 Shares 3,750 Est. Cost $54.85 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $266 Shares 940 Est. Cost $120.98 Unrealized +144.6%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $265 Shares 15,460 Est. Cost $15.83 Unrealized
NI NISOURCE INC 0.1%
Value ($000) $262 Shares 6,050 Est. Cost $31.67 Unrealized +29.6%
GOOGL ALPHABET INC 0.1%
Value ($000) $240 Shares 987 Est. Cost $109.78 Unrealized +90.6%
URI UNITED RENTALS INC 0.1%
Value ($000) $239 Shares 250 Est. Cost $127.78 Unrealized +595.3%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $226 Shares 2,002 Est. Cost $67.09 Unrealized +63.5%
RCAT RED CAT HLDGS INC 0.1%
Value ($000) $223 Shares 21,500 Est. Cost $8.47 Unrealized +10.3%
PAAS PAN AMERN SILVER CORP 0.1%
Value ($000) $219 Shares 5,666 Est. Cost $30.16 Unrealized +6.6%
DIS DISNEY WALT CO 0.1%
Value ($000) $215 Shares 1,880 Est. Cost $103.14 Unrealized +13.4%
MP MP MATERIALS CORP 0.1%
Value ($000) $201 Shares 3,000 Est. Cost $62.91 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $195 Shares 650 Est. Cost $77.36 Unrealized +256.8%
GPC GENUINE PARTS CO 0.1%
Value ($000) $189 Shares 1,367 Est. Cost $76.75 Unrealized +72.5%
FELV FIDELITY COVINGTON TRUST 0.1%
Value ($000) $189 Shares 5,635 Est. Cost $26.85 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $187 Shares 2,276 Est. Cost $68.94 Unrealized +14.4%
ENS ENERSYS 0.1%
Value ($000) $186 Shares 1,650 Est. Cost $62.40 Unrealized +57.0%
GE GE AEROSPACE 0.1%
Value ($000) $180 Shares 599 Est. Cost $128.21 Unrealized +112.7%
DHR DANAHER CORPORATION 0.1%
Value ($000) $159 Shares 800 Est. Cost $136.38 Unrealized +45.5%
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $158 Shares 766 Est. Cost $149.89 Unrealized +34.4%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $157 Shares 507 Est. Cost $290.43 Unrealized +3.4%
EOG EOG RES INC 0.1%
Value ($000) $157 Shares 1,400 Est. Cost $71.06 Unrealized +66.0%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $145 Shares 2,150 Est. Cost $43.20 Unrealized +47.9%
ORCL ORACLE CORP 0.1%
Value ($000) $141 Shares 500 Est. Cost $100.17 Unrealized +153.7%
MMM 3M CO 0.1%
Value ($000) $138 Shares 888 Est. Cost $93.35 Unrealized +64.0%
SO SOUTHERN CO 0.1%
Value ($000) $137 Shares 1,450 Est. Cost $54.07 Unrealized +70.5%
EQT EQT CORP 0.1%
Value ($000) $136 Shares 2,500 Est. Cost $52.61 Unrealized 0.0%
CVS CVS HEALTH CORP 0.1%
Value ($000) $134 Shares 1,783 Est. Cost $59.83 Unrealized +13.4%
GOOG ALPHABET INC 0.1%
Value ($000) $132 Shares 540 Est. Cost $179.94 Unrealized +16.7%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $131 Shares 273 Est. Cost $259.70 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $131 Shares 960 Est. Cost $68.68 Unrealized +84.0%
GLW CORNING INC 0.1%
Value ($000) $129 Shares 1,575 Est. Cost $28.07 Unrealized +131.5%
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $128 Shares 300 Est. Cost $129.56 Unrealized +198.3%
GDX VANECK ETF TRUST 0.1%
Value ($000) $126 Shares 1,655 Est. Cost $44.59 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $123 Shares 795 Est. Cost $99.18 Unrealized +53.5%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $122 Shares 656 Est. Cost $139.99 Unrealized
CENX CENTURY ALUM CO 0.1%
Value ($000) $120 Shares 4,100 Est. Cost $22.67 Unrealized 0.0%
AMSC AMERICAN SUPERCONDUCTOR CORP 0.1%
Value ($000) $119 Shares 2,000 Est. Cost $49.99 Unrealized 0.0%
EBAY EBAY INC. 0.1%
Value ($000) $118 Shares 1,300 Est. Cost $21.08 Unrealized +317.2%
MRK MERCK & CO INC 0.1%
Value ($000) $118 Shares 1,400 Est. Cost $78.02 Unrealized +3.8%
BILS SPDR SERIES TRUST 0.1%
Value ($000) $117 Shares 1,180 Est. Cost $99.46 Unrealized
CTVA CORTEVA INC 0.1%
Value ($000) $112 Shares 1,653 Est. Cost $25.18 Unrealized +186.5%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $106 Shares 2,518 Est. Cost $31.13 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $104 Shares 1,180 Est. Cost $124.74 Unrealized -29.1%
EMR EMERSON ELEC CO 0.0%
Value ($000) $103 Shares 1,000 Est. Cost $59.62 Unrealized +127.2%
CB CHUBB LIMITED 0.0%
Value ($000) $102 Shares 361 Est. Cost $127.33 Unrealized +116.1%
OKE ONEOK INC NEW 0.0%
Value ($000) $101 Shares 1,388 Est. Cost $45.35 Unrealized +65.5%
GNW GENWORTH FINL INC 0.0%
Value ($000) $101 Shares 15,090 Est. Cost $16.05 Unrealized -48.6%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $100 Shares 617 Est. Cost $128.62 Unrealized +25.5%
FBCG FIDELITY COVINGTON TRUST 0.0%
Value ($000) $99 Shares 1,847 Est. Cost $47.71 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $98 Shares 200 Est. Cost $216.93 Unrealized +109.6%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $96 Shares 1,100 Est. Cost $44.68 Unrealized +108.7%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $96 Shares 840 Est. Cost $53.96 Unrealized +98.5%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $96 Shares 6,525 Est. Cost $33.84 Unrealized -60.4%
CWST CASELLA WASTE SYS INC 0.0%
Value ($000) $95 Shares 1,000 Est. Cost $83.78 Unrealized +20.2%
PAGP PLAINS GP HLDGS L P 0.0%
Value ($000) $95 Shares 5,200 Est. Cost $18.77 Unrealized
SPXS DIREXION SHS ETF TR 0.0%
Value ($000) $92 Shares 4,200 Est. Cost $21.80 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $90 Shares 324 Est. Cost $131.28 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $90 Shares 614 Est. Cost $120.76 Unrealized +24.6%
IREN IREN LIMITED 0.0%
Value ($000) $89 Shares 1,900 Est. Cost $24.29 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $88 Shares 501 Est. Cost $187.92 Unrealized +44.4%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $87 Shares 2,773 Est. Cost $28.19 Unrealized +17.6%
FLEX FLEX LTD 0.0%
Value ($000) $87 Shares 1,500 Est. Cost $15.36 Unrealized +245.9%
APP APPLOVIN CORP 0.0%
Value ($000) $87 Shares 121 Est. Cost $441.81 Unrealized +4.4%
BA BOEING CO 0.0%
Value ($000) $87 Shares 476 Est. Cost $204.52 Unrealized +10.2%
MRCY MERCURY SYS INC 0.0%
Value ($000) $85 Shares 1,100 Est. Cost $48.71 Unrealized +27.6%
MTB M & T BK CORP 0.0%
Value ($000) $84 Shares 426 Est. Cost $121.39 Unrealized +59.6%
MET METLIFE INC 0.0%
Value ($000) $84 Shares 1,019 Est. Cost $35.52 Unrealized +119.3%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $84 Shares 600 Est. Cost $38.96 Unrealized +234.7%
INTC INTEL CORP 0.0%
Value ($000) $83 Shares 3,400 Est. Cost $24.94 Unrealized -2.8%
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $80 Shares 324 Est. Cost $216.32 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $79 Shares 475 Est. Cost $127.82 Unrealized 0.0%
CGBL CAPITAL GROUP CORE BALANCED 0.0%
Value ($000) $79 Shares 2,266 Est. Cost $31.27 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $77 Shares 342 Est. Cost $180.80 Unrealized +18.8%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $76 Shares 300 Est. Cost $214.87 Unrealized
HALO HALOZYME THERAPEUTICS INC 0.0%
Value ($000) $76 Shares 1,035 Est. Cost $63.60 Unrealized +4.4%
IUSG ISHARES TR 0.0%
Value ($000) $75 Shares 457 Est. Cost $100.34 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $74 Shares 1,677 Est. Cost $34.85 Unrealized +21.9%
ALL ALLSTATE CORP 0.0%
Value ($000) $73 Shares 339 Est. Cost $103.58 Unrealized +93.3%
CAT CATERPILLAR INC 0.0%
Value ($000) $73 Shares 152 Est. Cost $208.42 Unrealized +104.1%
C CITIGROUP INC 0.0%
Value ($000) $69 Shares 680 Est. Cost $54.37 Unrealized +73.1%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $69 Shares 300 Est. Cost $72.27 Unrealized +214.7%
SDY SPDR SERIES TRUST 0.0%
Value ($000) $67 Shares 475 Est. Cost $77.14 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $66 Shares 724 Est. Cost $50.53 Unrealized +78.4%
IWF ISHARES TR 0.0%
Value ($000) $66 Shares 140 Est. Cost $371.83 Unrealized
EME EMCOR GROUP INC 0.0%
Value ($000) $65 Shares 100 Est. Cost $440.85 Unrealized +37.5%
ALC ALCON AG 0.0%
Value ($000) $64 Shares 862 Est. Cost $84.91 Unrealized -1.7%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $62 Shares 850 Est. Cost $47.06 Unrealized
RING ISHARES INC 0.0%
Value ($000) $61 Shares 950 Est. Cost $29.66 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $61 Shares 300 Est. Cost $118.95 Unrealized +60.9%
AVGO BROADCOM INC 0.0%
Value ($000) $60 Shares 181 Est. Cost $190.27 Unrealized +60.7%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $59 Shares 200 Est. Cost $71.23 Unrealized +318.1%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $56 Shares 100 Est. Cost $553.80 Unrealized +1.9%
JBND J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $56 Shares 1,030 Est. Cost $53.42 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $55 Shares 284 Est. Cost $179.11 Unrealized
AGX ARGAN INC 0.0%
Value ($000) $54 Shares 200 Est. Cost $179.22 Unrealized +27.4%
SHEL SHELL PLC 0.0%
Value ($000) $54 Shares 750 Est. Cost $54.09 Unrealized
DVA DAVITA INC 0.0%
Value ($000) $53 Shares 400 Est. Cost $94.72 Unrealized +45.0%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $53 Shares 1,075 Est. Cost $52.52 Unrealized +2.9%
GFI GOLD FIELDS LTD 0.0%
Value ($000) $53 Shares 1,252 Est. Cost $31.93 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $52 Shares 500 Est. Cost $46.99 Unrealized +119.7%
UPRO PROSHARES TR 0.0%
Value ($000) $50 Shares 452 Est. Cost $54.78 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $50 Shares 600 Est. Cost $120.12 Unrealized -26.6%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $49 Shares 4,891 Est. Cost $9.98 Unrealized
POR PORTLAND GEN ELEC CO 0.0%
Value ($000) $48 Shares 1,100 Est. Cost $30.28 Unrealized +35.6%
REMX VANECK ETF TRUST 0.0%
Value ($000) $46 Shares 700 Est. Cost $51.17 Unrealized
DT DYNATRACE INC 0.0%
Value ($000) $46 Shares 950 Est. Cost $46.10 Unrealized +9.8%
MTUS METALLUS INC 0.0%
Value ($000) $46 Shares 2,756 Est. Cost $45.14 Unrealized -63.9%
BAC BANK AMERICA CORP 0.0%
Value ($000) $44 Shares 862 Est. Cost $29.12 Unrealized +66.0%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $44 Shares 220 Est. Cost $88.08 Unrealized +87.6%
GMAB GENMAB A/S 0.0%
Value ($000) $43 Shares 1,400 Est. Cost $35.32 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $43 Shares 800 Est. Cost $32.57 Unrealized +71.0%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $42 Shares 90 Est. Cost $342.62 Unrealized
VCYT VERACYTE INC 0.0%
Value ($000) $41 Shares 1,200 Est. Cost $33.67 Unrealized -14.8%
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $41 Shares 800 Est. Cost $50.53 Unrealized
CRCL CIRCLE INTERNET GROUP INC 0.0%
Value ($000) $40 Shares 300 Est. Cost $162.91 Unrealized -2.9%
IJH ISHARES TR 0.0%
Value ($000) $40 Shares 607 Est. Cost $73.99 Unrealized
CMS CMS ENERGY CORP 0.0%
Value ($000) $39 Shares 539 Est. Cost $29.21 Unrealized +143.3%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $39 Shares 463 Est. Cost $27.52 Unrealized +13.2%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $39 Shares 150 Est. Cost $111.59 Unrealized +130.6%
ADBE ADOBE INC 0.0%
Value ($000) $38 Shares 108 Est. Cost $439.70 Unrealized -18.4%
PAYX PAYCHEX INC 0.0%
Value ($000) $38 Shares 300 Est. Cost $75.70 Unrealized +81.2%
RWL INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $38 Shares 341 Est. Cost $100.72 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $37 Shares 480 Est. Cost $82.95 Unrealized -5.8%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $37 Shares 400 Est. Cost $58.73 Unrealized +48.3%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $37 Shares 1,275 Est. Cost $34.49 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $36 Shares 138 Est. Cost $277.09 Unrealized -12.4%
XYL XYLEM INC 0.0%
Value ($000) $35 Shares 240 Est. Cost $129.87 Unrealized +6.3%
DFAU DIMENSIONAL ETF TRUST 0.0%
Value ($000) $35 Shares 770 Est. Cost $29.92 Unrealized
BOND PIMCO ETF TR 0.0%
Value ($000) $35 Shares 375 Est. Cost $91.73 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $35 Shares 57 Est. Cost $437.28 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $35 Shares 169 Est. Cost $172.55 Unrealized +4.8%
SPMO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $34 Shares 280 Est. Cost $112.47 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $34 Shares 750 Est. Cost $47.16 Unrealized -3.5%
DXCM DEXCOM INC 0.0%
Value ($000) $34 Shares 500 Est. Cost $88.98 Unrealized -11.1%
WMB WILLIAMS COS INC 0.0%
Value ($000) $33 Shares 525 Est. Cost $28.28 Unrealized +104.4%
NET CLOUDFLARE INC 0.0%
Value ($000) $32 Shares 150 Est. Cost $59.68 Unrealized +242.1%
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $32 Shares 530 Est. Cost $55.08 Unrealized +9.2%
SPXL DIREXION SHS ETF TR 0.0%
Value ($000) $32 Shares 150 Est. Cost $123.98 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $32 Shares 334 Est. Cost $82.10 Unrealized
HESM HESS MIDSTREAM LP 0.0%
Value ($000) $31 Shares 900 Est. Cost $33.29 Unrealized +13.2%
IWP ISHARES TR 0.0%
Value ($000) $31 Shares 217 Est. Cost $123.28 Unrealized
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $31 Shares 250 Est. Cost $95.83 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $30 Shares 25 Est. Cost $64.70 Unrealized +88.6%
OTEX OPEN TEXT CORP 0.0%
Value ($000) $30 Shares 800 Est. Cost $23.41 Unrealized +35.1%
MSB MESABI TR 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $23.00 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $29 Shares 479 Est. Cost $37.12 Unrealized +53.3%
MHK MOHAWK INDS INC 0.0%
Value ($000) $29 Shares 225 Est. Cost $143.92 Unrealized -13.9%
ERIC TELEFONAKTIEBOLAGET LM ERICS 0.0%
Value ($000) $29 Shares 3,500 Est. Cost $10.14 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $29 Shares 149 Est. Cost $134.04 Unrealized +52.6%
NOBL PROSHARES TR 0.0%
Value ($000) $28 Shares 274 Est. Cost $98.20 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $28 Shares 2,840 Est. Cost $12.66 Unrealized -24.5%
KEY KEYCORP 0.0%
Value ($000) $28 Shares 1,500 Est. Cost $11.23 Unrealized +61.9%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $28 Shares 100 Est. Cost $120.00 Unrealized
IEUR ISHARES TR 0.0%
Value ($000) $27 Shares 400 Est. Cost $68.12 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $27 Shares 450 Est. Cost $107.41 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $26 Shares 525 Est. Cost $72.80 Unrealized -32.1%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $26 Shares 125 Est. Cost $125.45 Unrealized +79.0%
IWD ISHARES TR 0.0%
Value ($000) $26 Shares 126 Est. Cost $187.17 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.0%
Value ($000) $26 Shares 554 Est. Cost $46.70 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $25 Shares 214 Est. Cost $85.66 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $25 Shares 500 Est. Cost $28.47 Unrealized +62.0%
IJT ISHARES TR 0.0%
Value ($000) $25 Shares 177 Est. Cost $131.07 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value ($000) $25 Shares 564 Est. Cost $34.25 Unrealized
RBRK RUBRIK INC. 0.0%
Value ($000) $25 Shares 300 Est. Cost $32.88 Unrealized +161.4%
NUKZ EXCHANGE TRADED CONCEPTS TRU 0.0%
Value ($000) $25 Shares 378 Est. Cost $44.36 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $24 Shares 50 Est. Cost $419.92 Unrealized +10.7%
DGRO ISHARES TR 0.0%
Value ($000) $24 Shares 355 Est. Cost $62.76 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $24 Shares 148 Est. Cost $84.81 Unrealized +94.7%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $24 Shares 300 Est. Cost $79.80 Unrealized
TVTX TRAVERE THERAPEUTICS INC 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $20.30 Unrealized -7.4%
SPYM SPDR SERIES TRUST 0.0%
Value ($000) $24 Shares 300 Est. Cost $72.69 Unrealized
COKE COCA COLA CONS INC 0.0%
Value ($000) $23 Shares 200 Est. Cost $110.36 Unrealized +4.6%
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $23 Shares 150 Est. Cost $92.96 Unrealized +43.4%
GLDM WORLD GOLD TR 0.0%
Value ($000) $23 Shares 294 Est. Cost $76.58 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $22 Shares 450 Est. Cost $33.75 Unrealized +45.7%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $22 Shares 100 Est. Cost $147.70 Unrealized +35.4%
XIFR XPLR INFRASTRUCTURE LP 0.0%
Value ($000) $22 Shares 2,150 Est. Cost $45.00 Unrealized -78.5%
FUTU FUTU HLDGS LTD 0.0%
Value ($000) $22 Shares 125 Est. Cost $34.23 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $21 Shares 60 Est. Cost $238.09 Unrealized
NEUBERGER BERMAN ENERGY INFR 0.0%
Value ($000) $21 Shares 2,400 Est. Cost $8.83 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $20 Shares 75 Est. Cost $99.34 Unrealized +187.4%
EVRG EVERGY INC 0.0%
Value ($000) $20 Shares 269 Est. Cost $40.03 Unrealized +75.5%
ISPY PROSHARES TR 0.0%
Value ($000) $20 Shares 448 Est. Cost $42.15 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $20 Shares 165 Est. Cost $76.55 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $20 Shares 200 Est. Cost $149.27 Unrealized -38.2%
AMLP ALPS ETF TR 0.0%
Value ($000) $20 Shares 425 Est. Cost $47.95 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $20 Shares 25 Est. Cost $493.79 Unrealized +48.8%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $19 Shares 620 Est. Cost $23.72 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $18 Shares 200 Est. Cost $50.57 Unrealized +84.5%
VICI VICI PPTYS INC 0.0%
Value ($000) $18 Shares 559 Est. Cost $27.73 Unrealized +15.6%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $18 Shares 225 Est. Cost $77.30 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $18 Shares 100 Est. Cost $55.96 Unrealized +192.0%
ALLY ALLY FINL INC 0.0%
Value ($000) $18 Shares 450 Est. Cost $40.90 Unrealized -3.7%
PAG PENSKE AUTOMOTIVE GRP INC 0.0%
Value ($000) $17 Shares 100 Est. Cost $46.44 Unrealized +283.9%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $17 Shares 100 Est. Cost $168.66 Unrealized 0.0%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $17 Shares 56 Est. Cost $307.86 Unrealized
GDL FD 0.0%
Value ($000) $17 Shares 2,000 Est. Cost $8.75 Unrealized
AGNC AGNC INVT CORP 0.0%
Value ($000) $17 Shares 1,730 Est. Cost $21.97 Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $17 Shares 100 Est. Cost $421.57 Unrealized -58.4%
QCOM QUALCOMM INC 0.0%
Value ($000) $16 Shares 97 Est. Cost $145.52 Unrealized +8.0%
KELLANOVA 0.0%
Value ($000) $16 Shares 200 Est. Cost $50.78 Unrealized +54.8%
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $16 Shares 280 Est. Cost $55.36 Unrealized
PYLD PIMCO ETF TR 0.0%
Value ($000) $16 Shares 585 Est. Cost $26.26 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $16 Shares 180 Est. Cost $68.14 Unrealized
STRL STERLING INFRASTRUCTURE INC 0.0%
Value ($000) $16 Shares 46 Est. Cost $174.59 Unrealized +62.6%
RECS COLUMBIA ETF TR I 0.0%
Value ($000) $16 Shares 385 Est. Cost $31.68 Unrealized
BLFS BIOLIFE SOLUTIONS INC 0.0%
Value ($000) $15 Shares 600 Est. Cost $23.81 Unrealized -0.4%
PTRB PGIM ETF TR 0.0%
Value ($000) $15 Shares 362 Est. Cost $40.96 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $15 Shares 96 Est. Cost $88.62 Unrealized +65.2%
FDL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $15 Shares 350 Est. Cost $23.85 Unrealized
XBI SPDR SERIES TRUST 0.0%
Value ($000) $15 Shares 150 Est. Cost $100.20 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $15 Shares 255 Est. Cost $58.04 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $15 Shares 100 Est. Cost $75.21 Unrealized +125.6%
QSI QUANTUM SI INC 0.0%
Value ($000) $15 Shares 10,500 Est. Cost $1.56 Unrealized -7.1%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $15 Shares 150 Est. Cost $71.26 Unrealized +31.2%
ORA ORMAT TECHNOLOGIES INC 0.0%
Value ($000) $14 Shares 150 Est. Cost $74.52 Unrealized +20.8%
SPYG SPDR SERIES TRUST 0.0%
Value ($000) $14 Shares 138 Est. Cost $95.32 Unrealized
ACHR ARCHER AVIATION INC 0.0%
Value ($000) $14 Shares 1,500 Est. Cost $8.87 Unrealized +11.5%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $14 Shares 34 Est. Cost $93.73 Unrealized +355.1%
DVY ISHARES TR 0.0%
Value ($000) $14 Shares 100 Est. Cost $74.55 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $14 Shares 50 Est. Cost $127.52 Unrealized +124.7%
AGI ALAMOS GOLD INC NEW 0.0%
Value ($000) $14 Shares 400 Est. Cost $28.59 Unrealized 0.0%
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $14 Shares 150 Est. Cost $74.41 Unrealized +17.2%
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $14 Shares 518 Est. Cost $26.30 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $14 Shares 300 Est. Cost $16.61 Unrealized +161.1%
IJR ISHARES TR 0.0%
Value ($000) $13 Shares 109 Est. Cost $110.20 Unrealized
CGW INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $13 Shares 200 Est. Cost $54.41 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $13 Shares 100 Est. Cost $103.52 Unrealized +150.7%
NFLT ETFIS SER TR I 0.0%
Value ($000) $13 Shares 549 Est. Cost $22.45 Unrealized
IRM IRON MTN INC DEL 0.0%
Value ($000) $13 Shares 123 Est. Cost $76.66 Unrealized +23.6%
ECL ECOLAB INC 0.0%
Value ($000) $12 Shares 45 Est. Cost $227.14 Unrealized +19.0%
PSI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $12 Shares 175 Est. Cost $128.49 Unrealized
VECO VEECO INSTRS INC DEL 0.0%
Value ($000) $12 Shares 400 Est. Cost $26.63 Unrealized -10.5%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $12 Shares 69 Est. Cost $126.61 Unrealized +43.6%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $12 Shares 203 Est. Cost $33.90 Unrealized +99.5%
FMDE FIDELITY COVINGTON TRUST 0.0%
Value ($000) $12 Shares 335 Est. Cost $27.27 Unrealized
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $12 Shares 100 Est. Cost $118.44 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $12 Shares 2,500 Est. Cost $3.91 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $12 Shares 438 Est. Cost $26.34 Unrealized
BLACKROCK SCIENCE & TECHNOLO 0.0%
Value ($000) $11 Shares 515 Est. Cost $20.79 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $11 Shares 100 Est. Cost $53.24 Unrealized +83.5%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $11 Shares 145 Est. Cost $59.01 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $11 Shares 550 Est. Cost $17.89 Unrealized
CGMM CAPITAL GROUP EQUITY ETF TR 0.0%
Value ($000) $11 Shares 390 Est. Cost $23.89 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $11 Shares 77 Est. Cost $105.46 Unrealized +27.9%
TGTX TG THERAPEUTICS INC 0.0%
Value ($000) $11 Shares 300 Est. Cost $33.65 Unrealized -2.1%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $11 Shares 82 Est. Cost $51.61 Unrealized
BINC BLACKROCK ETF TRUST II 0.0%
Value ($000) $11 Shares 200 Est. Cost $53.24 Unrealized
DOW DOW INC 0.0%
Value ($000) $11 Shares 463 Est. Cost $37.22 Unrealized -34.7%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $10 Shares 45 Est. Cost $125.31 Unrealized +86.2%
NEO NEOGENOMICS INC 0.0%
Value ($000) $10 Shares 1,300 Est. Cost $20.51 Unrealized -65.8%
MPLX MPLX LP 0.0%
Value ($000) $10 Shares 200 Est. Cost $42.59 Unrealized
TCHP T ROWE PRICE ETF INC 0.0%
Value ($000) $10 Shares 200 Est. Cost $38.09 Unrealized
GLP GLOBAL PARTNERS LP 0.0%
Value ($000) $10 Shares 200 Est. Cost $10.00 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $10 Shares 54 Est. Cost $165.35 Unrealized
FTXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $9 Shares 333 Est. Cost $30.28 Unrealized
CPB THE CAMPBELLS COMPANY 0.0%
Value ($000) $9 Shares 300 Est. Cost $31.91 Unrealized 0.0%
AHR AMERICAN HEALTHCARE REIT INC 0.0%
Value ($000) $9 Shares 225 Est. Cost $42.01 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $9 Shares 200 Est. Cost $32.84 Unrealized +46.2%
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $9 Shares 254 Est. Cost $36.16 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $9 Shares 13 Est. Cost $159.90 Unrealized +337.3%
CAVA CAVA GROUP INC 0.0%
Value ($000) $9 Shares 150 Est. Cost $97.53 Unrealized -22.3%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $9 Shares 215 Est. Cost $38.41 Unrealized
SUSL ISHARES TR 0.0%
Value ($000) $9 Shares 75 Est. Cost $117.04 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $9 Shares 100 Est. Cost $83.48 Unrealized
RSPM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $9 Shares 265 Est. Cost $34.49 Unrealized
APTV APTIV PLC 0.0%
Value ($000) $9 Shares 100 Est. Cost $61.22 Unrealized +23.2%
ITOT ISHARES TR 0.0%
Value ($000) $8 Shares 58 Est. Cost $135.03 Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $8 Shares 436 Est. Cost $11.11 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $8 Shares 118 Est. Cost $63.67 Unrealized +0.8%
PIMCO ACCESS INCOME FUND 0.0%
Value ($000) $8 Shares 500 Est. Cost $15.11 Unrealized
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $8 Shares 185 Est. Cost $42.96 Unrealized
QDF FLEXSHARES TR 0.0%
Value ($000) $8 Shares 100 Est. Cost $34.29 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $8 Shares 55 Est. Cost $170.29 Unrealized -15.2%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $8 Shares 146 Est. Cost $49.81 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value ($000) $8 Shares 10 Est. Cost $460.60 Unrealized
TMDX TRANSMEDICS GROUP INC 0.0%
Value ($000) $8 Shares 69 Est. Cost $154.09 Unrealized -24.0%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $8 Shares 40 Est. Cost $147.82 Unrealized +17.3%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $7 Shares 29 Est. Cost $155.25 Unrealized +52.5%
DOCS DOXIMITY INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $73.14 Unrealized -10.9%
NICE NICE LTD 0.0%
Value ($000) $7 Shares 50 Est. Cost $156.85 Unrealized
LDUR PIMCO ETF TR 0.0%
Value ($000) $7 Shares 75 Est. Cost $95.97 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $7 Shares 66 Est. Cost $82.23 Unrealized +28.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $7 Shares 21 Est. Cost $279.37 Unrealized +13.3%
TOL TOLL BROTHERS INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $135.60 Unrealized -3.7%
TER TERADYNE INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $84.55 Unrealized +29.0%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $7 Shares 245 Est. Cost $29.46 Unrealized
NB NIOCORP DEVS LTD 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $4.22 Unrealized 0.0%
PGIM GLOBAL HIGH YIELD FD FO 0.0%
Value ($000) $7 Shares 512 Est. Cost $13.41 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $7 Shares 118 Est. Cost $49.60 Unrealized
BBAI BIGBEAR AI HLDGS INC 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $4.00 Unrealized +60.2%
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.0%
Value ($000) $6 Shares 189 Est. Cost $15.22 Unrealized
PR PERMIAN RESOURCES CORP 0.0%
Value ($000) $6 Shares 500 Est. Cost $12.86 Unrealized +6.6%
TMC TMC THE METALS COMPANY INC 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $3.83 Unrealized +56.4%
EAT BRINKER INTL INC 0.0%
Value ($000) $6 Shares 50 Est. Cost $156.94 Unrealized -0.6%
WCBR WISDOMTREE TR 0.0%
Value ($000) $6 Shares 200 Est. Cost $20.00 Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $6 Shares 37 Est. Cost $51.06 Unrealized +168.0%
BCS BARCLAYS PLC 0.0%
Value ($000) $6 Shares 300 Est. Cost $18.59 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $6 Shares 36 Est. Cost $166.67 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $6 Shares 10 Est. Cost $415.97 Unrealized +45.6%
CIM CHIMERA INVT CORP 0.0%
Value ($000) $6 Shares 461 Est. Cost $12.80 Unrealized
SPSM SPDR SERIES TRUST 0.0%
Value ($000) $6 Shares 130 Est. Cost $46.32 Unrealized
PIMCO DYNAMIC INCOME FD 0.0%
Value ($000) $6 Shares 300 Est. Cost $18.97 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $6 Shares 69 Est. Cost $68.54 Unrealized +29.2%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $6 Shares 31 Est. Cost $130.05 Unrealized +30.0%
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $6 Shares 128 Est. Cost $45.42 Unrealized
OMAH TIDAL TRUST III 0.0%
Value ($000) $6 Shares 300 Est. Cost $19.30 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $6 Shares 26 Est. Cost $222.15 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $6 Shares 100 Est. Cost $57.52 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $6 Shares 203 Est. Cost $24.88 Unrealized +8.4%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $6 Shares 300 Est. Cost $17.46 Unrealized 0.0%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $6 Shares 176 Est. Cost $40.79 Unrealized
NGVT INGEVITY CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $49.91 Unrealized +4.2%
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value ($000) $5 Shares 16 Est. Cost $263.72 Unrealized +16.8%
PLD PROLOGIS INC. 0.0%
Value ($000) $5 Shares 45 Est. Cost $102.98 Unrealized +5.2%
QUS SPDR SERIES TRUST 0.0%
Value ($000) $5 Shares 30 Est. Cost $157.57 Unrealized
CC CHEMOURS CO 0.0%
Value ($000) $5 Shares 323 Est. Cost $8.33 Unrealized +72.4%
FCOM FIDELITY COVINGTON TRUST 0.0%
Value ($000) $5 Shares 72 Est. Cost $70.97 Unrealized
QYLD GLOBAL X FDS 0.0%
Value ($000) $5 Shares 300 Est. Cost $16.72 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $5 Shares 27 Est. Cost $181.15 Unrealized +1.6%
SRPT SAREPTA THERAPEUTICS INC 0.0%
Value ($000) $5 Shares 260 Est. Cost $41.98 Unrealized -57.5%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $5 Shares 48 Est. Cost $52.37 Unrealized +96.3%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $158.57 Unrealized -54.6%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $5 Shares 10 Est. Cost $518.97 Unrealized +2.9%
VLUE ISHARES TR 0.0%
Value ($000) $5 Shares 38 Est. Cost $109.05 Unrealized
BLK BLACKROCK INC 0.0%
Value ($000) $5 Shares 4 Est. Cost $933.09 Unrealized +18.8%
LAC LITHIUM AMERS CORP NEW 0.0%
Value ($000) $5 Shares 800 Est. Cost $3.47 Unrealized -8.8%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $5 Shares 10 Est. Cost $166.82 Unrealized +144.1%
BATRA ATLANTA BRAVES HLDGS INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $42.37 Unrealized +11.6%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $4 Shares 25 Est. Cost $225.68 Unrealized
WESTERN AST INFL LKD OPP & I 0.0%
Value ($000) $4 Shares 500 Est. Cost $8.76 Unrealized
S SENTINELONE INC 0.0%
Value ($000) $4 Shares 250 Est. Cost $26.13 Unrealized -31.3%
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $4 Shares 8 Est. Cost $394.21 Unrealized +24.9%
USHY ISHARES TR 0.0%
Value ($000) $4 Shares 109 Est. Cost $36.35 Unrealized
ZIM ZIM INTEGRATED SHIPPING SERV 0.0%
Value ($000) $4 Shares 300 Est. Cost $20.30 Unrealized -25.2%
CI THE CIGNA GROUP 0.0%
Value ($000) $4 Shares 14 Est. Cost $271.27 Unrealized +8.1%
SLVM SYLVAMO CORP 0.0%
Value ($000) $4 Shares 91 Est. Cost $38.41 Unrealized +18.2%
ALKS ALKERMES PLC 0.0%
Value ($000) $4 Shares 150 Est. Cost $30.51 Unrealized -7.6%
MCK MCKESSON CORP 0.0%
Value ($000) $4 Shares 5 Est. Cost $703.74 Unrealized -0.1%
BXP BXP INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $87.44 Unrealized -20.8%
TWO TWO HBRS INVT CORP 0.0%
Value ($000) $4 Shares 375 Est. Cost $15.77 Unrealized
BP BP PLC 0.0%
Value ($000) $4 Shares 100 Est. Cost $37.68 Unrealized
VNT VONTIER CORPORATION 0.0%
Value ($000) $3 Shares 80 Est. Cost $39.00 Unrealized +5.5%
BN BROOKFIELD CORP 0.0%
Value ($000) $3 Shares 48 Est. Cost $44.20 Unrealized 0.0%
REET ISHARES TR 0.0%
Value ($000) $3 Shares 126 Est. Cost $27.08 Unrealized
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $13.27 Unrealized 0.0%
PIMCO INCOME STRATEGY FD II 0.0%
Value ($000) $3 Shares 300 Est. Cost $10.43 Unrealized
DBVT DBV TECHNOLOGIES S A 0.0%
Value ($000) $3 Shares 300 Est. Cost $3.09 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $21.40 Unrealized +41.1%
GOOY TIDAL TRUST II 0.0%
Value ($000) $3 Shares 200 Est. Cost $11.82 Unrealized
NWPX NWPX INFRASTRUCTURE INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $35.33 Unrealized +35.2%
NVAX NOVAVAX INC 0.0%
Value ($000) $3 Shares 300 Est. Cost $7.78 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $3 Shares 23 Est. Cost $69.63 Unrealized +53.5%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $2 Shares 7 Est. Cost $263.84 Unrealized +22.1%
BAX BAXTER INTL INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $40.42 Unrealized -37.6%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $151.82 Unrealized +57.4%
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $2 Shares 33 Est. Cost $66.88 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $2 Shares 44 Est. Cost $38.02 Unrealized +25.6%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $2 Shares 37 Est. Cost $50.56 Unrealized -3.5%
TJX TJX COS INC NEW 0.0%
Value ($000) $2 Shares 13 Est. Cost $69.50 Unrealized +90.3%
DAVA ENDAVA PLC 0.0%
Value ($000) $2 Shares 200 Est. Cost $37.50 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 52 Est. Cost $38.46 Unrealized
EFC ELLINGTON FINANCIAL INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $12.98 Unrealized
INTF ISHARES TR 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.57 Unrealized
CDXS CODEXIS INC 0.0%
Value ($000) $1 Shares 500 Est. Cost $12.46 Unrealized -78.1%
PLUG PLUG POWER INC 0.0%
Value ($000) $1 Shares 510 Est. Cost $6.69 Unrealized -74.7%
GEM GOLDMAN SACHS ETF TR 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
ARTV ARTIVA BIOTHERAPEUTICS INC 0.0%
Value ($000) $1 Shares 400 Est. Cost $11.59 Unrealized -76.9%
ALEC ALECTOR INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $18.05 Unrealized -87.8%
ZYXIQ ZYNEX INC 0.0%
Value ($000) $1 Shares 500 Est. Cost $16.74 Unrealized -89.0%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $1 Shares 13 Est. Cost $74.76 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $1 Shares 9 Est. Cost $79.45 Unrealized -6.2%
NL NL INDS INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $6.06 Unrealized 0.0%
AIQ GLOBAL X FDS 0.0%
Value ($000) $1 Shares 12 Est. Cost $36.42 Unrealized
XAIX DBX ETF TR 0.0%
Value ($000) $1 Shares 14 Est. Cost $31.43 Unrealized
NKTX NKARTA INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $5.68 Unrealized -63.9%
DNOW DNOW INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $33.16 Unrealized -54.5%
FATE FATE THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $3.89 Unrealized -72.3%
FE FIRSTENERGY CORP 0.0%
Value ($000) $0 Shares 8 Est. Cost $34.00 Unrealized +23.8%
MRNA MODERNA INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $92.24 Unrealized -69.8%
IPSC CENTURY THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 500 Est. Cost $1.96 Unrealized -72.5%
KOPN KOPIN CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $4.03 Unrealized -49.4%
LCID LUCID GROUP INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $22.60 Unrealized 0.0%
EVH EVOLENT HEALTH INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $31.91 Unrealized -69.6%
ASIX ADVANSIX INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $26.45 Unrealized -21.8%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $10.08 Unrealized +240.8%
F FORD MTR CO 0.0%
Value ($000) $0 Shares 11 Est. Cost $10.69 Unrealized +5.9%
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $48.25 Unrealized +15.1%
ACB AURORA CANNABIS INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $6.32 Unrealized -22.8%
CVM CEL-SCI CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $5.23 Unrealized +49.6%