SteelPeak Wealth, LLC Diversified Active

CIK: 0001801868 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 3, 2023

Total Value ($000): $1,686,913 (98.9% shares, 1.1% debt)

Holdings (444)

AAPL APPLE INC 10.3%
Value ($000) $173,739 Shares 895,700 Est. Cost $123.45 Unrealized +39.4%
IVV ISHARES TR 3.7%
Value ($000) $62,885 Shares 141,089 Est. Cost $422.83 Unrealized
AMZN AMAZON COM INC 3.2%
Value ($000) $53,694 Shares 411,893 Est. Cost $124.08 Unrealized -8.0%
IUSB ISHARES TR 3.1%
Value ($000) $52,654 Shares 1,157,990 Est. Cost $49.36 Unrealized
MSFT MICROSOFT CORP 2.9%
Value ($000) $48,925 Shares 143,668 Est. Cost $230.13 Unrealized +33.5%
TSLA TESLA INC 2.9%
Value ($000) $48,337 Shares 184,655 Est. Cost $239.57 Unrealized -16.5%
SPY SPDR S&P 500 ETF TR 2.6%
Value ($000) $44,073 Shares 99,335 Est. Cost $395.65 Unrealized
GOOGL ALPHABET INC 2.5%
Value ($000) $41,408 Shares 345,931 Est. Cost $109.70 Unrealized +4.1%
NVDA NVIDIA CORPORATION 2.0%
Value ($000) $33,400 Shares 78,956 Est. Cost $19.92 Unrealized +66.5%
QQQ INVESCO QQQ TR 1.9%
Value ($000) $32,887 Shares 88,983 Est. Cost $351.98 Unrealized
META META PLATFORMS INC 1.8%
Value ($000) $30,369 Shares 105,823 Est. Cost $236.88 Unrealized +3.4%
CSCO CISCO SYS INC 1.6%
Value ($000) $26,755 Shares 517,108 Est. Cost $43.31 Unrealized +5.1%
CRM SALESFORCE INC 1.4%
Value ($000) $24,291 Shares 114,980 Est. Cost $180.42 Unrealized +11.8%
INTC INTEL CORP 1.4%
Value ($000) $23,974 Shares 716,932 Est. Cost $38.56 Unrealized -20.3%
QUAL ISHARES TR 1.4%
Value ($000) $23,940 Shares 177,502 Est. Cost $124.07 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 1.4%
Value ($000) $22,984 Shares 66,807 Est. Cost $343.64 Unrealized
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $22,357 Shares 153,722 Est. Cost $114.09 Unrealized +13.7%
AMD ADVANCED MICRO DEVICES INC 1.2%
Value ($000) $21,058 Shares 184,864 Est. Cost $99.73 Unrealized +4.3%
AVGO BROADCOM INC 1.2%
Value ($000) $19,980 Shares 23,033 Est. Cost $43.65 Unrealized +57.5%
EFG ISHARES TR 1.2%
Value ($000) $19,704 Shares 206,515 Est. Cost $88.72 Unrealized
MBB ISHARES TR 1.1%
Value ($000) $18,981 Shares 203,521 Est. Cost $98.28 Unrealized
AMGN AMGEN INC 1.1%
Value ($000) $18,337 Shares 82,590 Est. Cost $209.44 Unrealized +2.0%
NFLX NETFLIX INC 1.0%
Value ($000) $17,288 Shares 39,247 Est. Cost $31.56 Unrealized +16.7%
GOVT ISHARES TR 1.0%
Value ($000) $16,763 Shares 731,997 Est. Cost $25.10 Unrealized
QCOM QUALCOMM INC 1.0%
Value ($000) $16,053 Shares 134,857 Est. Cost $119.14 Unrealized -9.1%
ASTH APOLLO MED HLDGS INC 0.9%
Value ($000) $15,473 Shares 489,662 Est. Cost $48.00 Unrealized -28.6%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $15,409 Shares 414,334 Est. Cost $36.91 Unrealized -15.5%
GS GOLDMAN SACHS GROUP INC 0.9%
Value ($000) $15,345 Shares 47,575 Est. Cost $278.51 Unrealized +10.6%
TXN TEXAS INSTRS INC 0.9%
Value ($000) $14,540 Shares 80,766 Est. Cost $146.14 Unrealized +8.8%
DOW DOW INC 0.8%
Value ($000) $14,197 Shares 266,567 Est. Cost $43.26 Unrealized +4.6%
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $13,947 Shares 91,911 Est. Cost $132.36 Unrealized +6.8%
AMAT APPLIED MATLS INC 0.8%
Value ($000) $13,432 Shares 92,930 Est. Cost $110.21 Unrealized +10.9%
MRK MERCK & CO INC 0.8%
Value ($000) $13,384 Shares 115,274 Est. Cost $72.66 Unrealized +43.8%
IEMG ISHARES INC 0.8%
Value ($000) $12,920 Shares 262,127 Est. Cost $48.82 Unrealized
CVX CHEVRON CORP NEW 0.8%
Value ($000) $12,780 Shares 81,221 Est. Cost $92.63 Unrealized +54.6%
VOO VANGUARD INDEX FDS 0.8%
Value ($000) $12,732 Shares 31,141 Est. Cost $399.05 Unrealized
MMM 3M CO 0.8%
Value ($000) $12,720 Shares 127,085 Est. Cost $98.40 Unrealized -21.2%
EFV ISHARES TR 0.8%
Value ($000) $12,656 Shares 258,596 Est. Cost $50.97 Unrealized
HD HOME DEPOT INC 0.7%
Value ($000) $12,411 Shares 39,954 Est. Cost $274.71 Unrealized +0.6%
KO COCA COLA CO 0.7%
Value ($000) $11,772 Shares 194,018 Est. Cost $53.34 Unrealized +7.5%
ESGU ISHARES TR 0.7%
Value ($000) $11,612 Shares 119,151 Est. Cost $80.81 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.7%
Value ($000) $11,014 Shares 22,523 Est. Cost $440.14 Unrealized -8.5%
IWM ISHARES TR 0.6%
Value ($000) $10,267 Shares 54,826 Est. Cost $179.87 Unrealized
IYW ISHARES TR 0.6%
Value ($000) $10,218 Shares 93,858 Est. Cost $81.96 Unrealized
INTU INTUIT 0.6%
Value ($000) $10,142 Shares 22,134 Est. Cost $394.04 Unrealized +9.4%
GOOG ALPHABET INC 0.6%
Value ($000) $9,817 Shares 81,151 Est. Cost $107.72 Unrealized +6.7%
MRVL MARVELL TECHNOLOGY INC 0.6%
Value ($000) $9,742 Shares 162,962 Est. Cost $49.42 Unrealized -2.6%
MCD MCDONALDS CORP 0.6%
Value ($000) $9,506 Shares 31,855 Est. Cost $266.11 Unrealized +2.6%
IGM ISHARES TR 0.5%
Value ($000) $8,473 Shares 21,567 Est. Cost $392.87 Unrealized
EFA ISHARES TR 0.5%
Value ($000) $8,320 Shares 114,755 Est. Cost $69.60 Unrealized
CMCSA COMCAST CORP NEW 0.5%
Value ($000) $8,063 Shares 194,046 Est. Cost $35.10 Unrealized +4.4%
SCHD SCHWAB STRATEGIC TR 0.5%
Value ($000) $7,599 Shares 104,645 Est. Cost $72.62 Unrealized
TMUS T-MOBILE US INC 0.4%
Value ($000) $7,418 Shares 53,403 Est. Cost $129.39 Unrealized +4.8%
ADI ANALOG DEVICES INC 0.4%
Value ($000) $7,399 Shares 37,979 Est. Cost $171.17 Unrealized +3.3%
SBUX STARBUCKS CORP 0.4%
Value ($000) $7,349 Shares 74,192 Est. Cost $80.99 Unrealized +20.1%
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $7,254 Shares 41,722 Est. Cost $139.10 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $7,218 Shares 74,428 Est. Cost $93.95 Unrealized
EEM ISHARES TR 0.4%
Value ($000) $6,863 Shares 173,495 Est. Cost $42.84 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.4%
Value ($000) $6,642 Shares 233,118 Est. Cost $41.74 Unrealized
HLF HERBALIFE LTD 0.4%
Value ($000) $6,620 Shares 500,000 Est. Cost $24.77 Unrealized -45.1%
USMV ISHARES TR 0.4%
Value ($000) $6,423 Shares 86,415 Est. Cost $74.65 Unrealized
BA BOEING CO 0.4%
Value ($000) $6,038 Shares 28,597 Est. Cost $272.08 Unrealized -23.7%
DIS DISNEY WALT CO 0.4%
Value ($000) $6,035 Shares 67,601 Est. Cost $126.11 Unrealized -26.6%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $5,638 Shares 42,131 Est. Cost $108.93 Unrealized +8.4%
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value ($000) $5,367 Shares 203,668 Est. Cost $26.35 Unrealized
VLO VALERO ENERGY CORP 0.3%
Value ($000) $5,319 Shares 45,344 Est. Cost $107.19 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $5,313 Shares 9,869 Est. Cost $432.84 Unrealized +12.5%
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $5,281 Shares 83,679 Est. Cost $76.56 Unrealized -17.1%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $5,132 Shares 31,007 Est. Cost $148.10 Unrealized +0.5%
MPC MARATHON PETE CORP 0.3%
Value ($000) $4,779 Shares 40,982 Est. Cost $97.74 Unrealized +12.5%
TLH ISHARES TR 0.3%
Value ($000) $4,415 Shares 39,861 Est. Cost $124.76 Unrealized
BX BLACKSTONE INC 0.3%
Value ($000) $4,271 Shares 45,944 Est. Cost $83.56 Unrealized -4.1%
MUB ISHARES TR 0.3%
Value ($000) $4,226 Shares 39,595 Est. Cost $112.58 Unrealized
CMF ISHARES TR 0.2%
Value ($000) $4,138 Shares 72,666 Est. Cost $60.40 Unrealized
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $4,092 Shares 81,485 Est. Cost $52.03 Unrealized
PWZ INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $4,046 Shares 164,204 Est. Cost $26.01 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $4,027 Shares 79,460 Est. Cost $52.76 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $4,001 Shares 169,534 Est. Cost $24.99 Unrealized
TFI SPDR SER TR 0.2%
Value ($000) $3,978 Shares 86,173 Est. Cost $48.34 Unrealized
ITM VANECK ETF TRUST 0.2%
Value ($000) $3,925 Shares 85,190 Est. Cost $46.71 Unrealized
FALN ISHARES TR 0.2%
Value ($000) $3,873 Shares 152,653 Est. Cost $27.59 Unrealized
NKE NIKE INC 0.2%
Value ($000) $3,827 Shares 34,571 Est. Cost $100.93 Unrealized +10.3%
CAT CATERPILLAR INC 0.2%
Value ($000) $3,799 Shares 15,438 Est. Cost $204.34 Unrealized +4.6%
ACTIVISION BLIZZARD INC 0.2%
Value ($000) $3,702 Shares 43,909 Est. Cost $82.27 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $3,586 Shares 7,645 Est. Cost $278.89 Unrealized +47.5%
COP CONOCOPHILLIPS 0.2%
Value ($000) $3,576 Shares 34,321 Est. Cost $90.89 Unrealized +3.9%
SHOP SHOPIFY INC 0.2%
Value ($000) $3,428 Shares 53,072 Est. Cost $43.91 Unrealized +28.8%
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $3,370 Shares 30,817 Est. Cost $109.31 Unrealized -12.3%
V VISA INC 0.2%
Value ($000) $3,311 Shares 13,942 Est. Cost $217.98 Unrealized +3.0%
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $3,292 Shares 1,219 Est. Cost $2599.14 Unrealized 0.0%
LAM RESEARCH CORP 0.2%
Value ($000) $3,284 Shares 5,094 Est. Cost $481.59 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $3,243 Shares 11,300 Est. Cost $236.88 Unrealized +3.4%
TSLA TESLA INC 0.2%
Value ($000) $3,167 Shares 12,100 Est. Cost $239.57 Unrealized -16.5%
PSA PUBLIC STORAGE 0.2%
Value ($000) $3,112 Shares 10,662 Est. Cost $273.72 Unrealized -4.7%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $3,092 Shares 31,269 Est. Cost $82.11 Unrealized +2.9%
HPQ HP INC 0.2%
Value ($000) $3,079 Shares 99,433 Est. Cost $22.72 Unrealized +19.4%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $3,011 Shares 20,502 Est. Cost $122.90 Unrealized +13.4%
BAC BANK AMERICA CORP 0.2%
Value ($000) $2,956 Shares 103,016 Est. Cost $28.28 Unrealized -5.9%
AIG AMERICAN INTL GROUP INC 0.2%
Value ($000) $2,686 Shares 46,680 Est. Cost $50.81 Unrealized -0.4%
EMB ISHARES TR 0.2%
Value ($000) $2,655 Shares 30,674 Est. Cost $93.55 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $2,634 Shares 39,473 Est. Cost $103.69 Unrealized -34.4%
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $2,615 Shares 46,129 Est. Cost $55.73 Unrealized -9.5%
SPGP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $2,554 Shares 28,139 Est. Cost $90.78 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $2,496 Shares 18,926 Est. Cost $139.67 Unrealized -3.4%
EXR EXTRA SPACE STORAGE INC 0.1%
Value ($000) $2,447 Shares 16,438 Est. Cost $133.72 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,422 Shares 29,842 Est. Cost $83.34 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $2,376 Shares 14,445 Est. Cost $143.51 Unrealized -2.3%
MS MORGAN STANLEY 0.1%
Value ($000) $2,376 Shares 27,817 Est. Cost $78.37 Unrealized 0.0%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $2,311 Shares 19,080 Est. Cost $111.20 Unrealized -1.1%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,298 Shares 17,312 Est. Cost $119.38 Unrealized
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $2,287 Shares 24,176 Est. Cost $70.04 Unrealized +18.1%
AOA ISHARES TR 0.1%
Value ($000) $2,278 Shares 34,342 Est. Cost $56.24 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $2,184 Shares 12,836 Est. Cost $155.72 Unrealized -2.8%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $2,097 Shares 19,550 Est. Cost $73.01 Unrealized +36.4%
LOW LOWES COS INC 0.1%
Value ($000) $2,091 Shares 9,262 Est. Cost $173.94 Unrealized +13.7%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,083 Shares 12,269 Est. Cost $137.80 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,070 Shares 27,904 Est. Cost $72.51 Unrealized
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $1,944 Shares 14,991 Est. Cost $126.40 Unrealized -1.2%
WRB BERKLEY W R CORP 0.1%
Value ($000) $1,917 Shares 32,189 Est. Cost $40.63 Unrealized -9.8%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,896 Shares 3,945 Est. Cost $429.02 Unrealized +8.4%
PCAR PACCAR INC 0.1%
Value ($000) $1,874 Shares 22,400 Est. Cost $63.54 Unrealized +4.7%
DE DEERE & CO 0.1%
Value ($000) $1,870 Shares 4,602 Est. Cost $339.69 Unrealized +8.3%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $1,868 Shares 4,218 Est. Cost $318.85 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $1,867 Shares 6,349 Est. Cost $278.05 Unrealized 0.0%
ATO ATMOS ENERGY CORP 0.1%
Value ($000) $1,862 Shares 16,002 Est. Cost $105.85 Unrealized +2.4%
BWA BORGWARNER INC 0.1%
Value ($000) $1,860 Shares 38,021 Est. Cost $39.66 Unrealized 0.0%
IFRA ISHARES TR 0.1%
Value ($000) $1,856 Shares 47,499 Est. Cost $34.18 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $1,847 Shares 9,972 Est. Cost $154.46 Unrealized +10.4%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,836 Shares 3,988 Est. Cost $407.63 Unrealized +5.9%
ABBV ABBVIE INC 0.1%
Value ($000) $1,834 Shares 13,612 Est. Cost $102.08 Unrealized +31.0%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $1,826 Shares 13,791 Est. Cost $122.56 Unrealized 0.0%
TAP MOLSON COORS BEVERAGE CO 0.1%
Value ($000) $1,794 Shares 27,241 Est. Cost $56.78 Unrealized 0.0%
CTVA CORTEVA INC 0.1%
Value ($000) $1,785 Shares 31,154 Est. Cost $56.63 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $1,754 Shares 19,407 Est. Cost $82.94 Unrealized +5.2%
MCK MCKESSON CORP 0.1%
Value ($000) $1,732 Shares 4,050 Est. Cost $356.15 Unrealized +6.6%
DISCOVER FINL SVCS 0.1%
Value ($000) $1,718 Shares 14,704 Est. Cost $116.85 Unrealized
QLD PROSHARES TR 0.1%
Value ($000) $1,713 Shares 26,600 Est. Cost $67.04 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,712 Shares 36,352 Est. Cost $47.10 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $1,683 Shares 10,313 Est. Cost $163.21 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $1,675 Shares 47,193 Est. Cost $29.79 Unrealized +12.7%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $1,645 Shares 3,421 Est. Cost $398.33 Unrealized +11.8%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,622 Shares 48,130 Est. Cost $33.12 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $1,595 Shares 3,499 Est. Cost $390.15 Unrealized +11.2%
LEN LENNAR CORP 0.1%
Value ($000) $1,575 Shares 12,567 Est. Cost $105.19 Unrealized 0.0%
EBAY EBAY INC. 0.1%
Value ($000) $1,548 Shares 34,647 Est. Cost $42.23 Unrealized 0.0%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,527 Shares 27,606 Est. Cost $59.67 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1,520 Shares 24,192 Est. Cost $59.34 Unrealized
EQIX EQUINIX INC 0.1%
Value ($000) $1,491 Shares 1,902 Est. Cost $692.48 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $1,491 Shares 97,248 Est. Cost $18.44 Unrealized -38.4%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $1,469 Shares 16,398 Est. Cost $64.37 Unrealized +14.7%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $1,460 Shares 6,626 Est. Cost $191.90 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $1,421 Shares 38,742 Est. Cost $35.61 Unrealized -6.7%
RIO RIO TINTO PLC 0.1%
Value ($000) $1,420 Shares 22,236 Est. Cost $60.57 Unrealized
MET METLIFE INC 0.1%
Value ($000) $1,412 Shares 24,986 Est. Cost $59.97 Unrealized -14.6%
MO ALTRIA GROUP INC 0.1%
Value ($000) $1,411 Shares 30,518 Est. Cost $30.88 Unrealized +18.4%
SCTXX SCHWAB CHARLES FAMILY FD 0.1%
Value ($000) $1,410 Shares 1,410,000 Est. Cost $1.00 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $1,409 Shares 8,112 Est. Cost $168.34 Unrealized -0.4%
RWJ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1,398 Shares 12,329 Est. Cost $113.41 Unrealized
DPZ DOMINOS PIZZA INC 0.1%
Value ($000) $1,363 Shares 4,046 Est. Cost $346.28 Unrealized -12.3%
XYZ BLOCK INC 0.1%
Value ($000) $1,344 Shares 20,182 Est. Cost $124.19 Unrealized -49.7%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $1,328 Shares 31,104 Est. Cost $36.80 Unrealized +2.3%
LQD ISHARES TR 0.1%
Value ($000) $1,323 Shares 12,232 Est. Cost $113.30 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $1,303 Shares 10,940 Est. Cost $89.37 Unrealized +12.3%
SMH VANECK ETF TRUST 0.1%
Value ($000) $1,294 Shares 8,500 Est. Cost $152.28 Unrealized
AVAV AEROVIRONMENT INC 0.1%
Value ($000) $1,292 Shares 12,633 Est. Cost $85.15 Unrealized +18.2%
ADSK AUTODESK INC 0.1%
Value ($000) $1,269 Shares 6,200 Est. Cost $245.66 Unrealized -18.6%
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $1,268 Shares 26,740 Est. Cost $51.15 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $1,233 Shares 20,531 Est. Cost $52.57 Unrealized 0.0%
AGG ISHARES TR 0.1%
Value ($000) $1,172 Shares 11,962 Est. Cost $99.86 Unrealized
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $1,163 Shares 3,831 Est. Cost $272.09 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $1,146 Shares 4,487 Est. Cost $88.63 Unrealized +17.4%
PIMCO DYNAMIC INCOME FD 0.1%
Value ($000) $1,122 Shares 59,142 Est. Cost $18.97 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $1,121 Shares 16,063 Est. Cost $58.40 Unrealized +8.3%
FDX FEDEX CORP 0.1%
Value ($000) $1,109 Shares 4,451 Est. Cost $187.38 Unrealized +15.3%
MAA MID-AMER APT CMNTYS INC 0.1%
Value ($000) $1,103 Shares 7,265 Est. Cost $135.38 Unrealized 0.0%
QQQJ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1,090 Shares 41,715 Est. Cost $26.14 Unrealized
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $1,082 Shares 4,895 Est. Cost $41.66 Unrealized +5.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,073 Shares 5,172 Est. Cost $173.29 Unrealized +1.3%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,071 Shares 2,900 Est. Cost $351.98 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,064 Shares 2,400 Est. Cost $395.65 Unrealized
U UNITY SOFTWARE INC 0.1%
Value ($000) $1,045 Shares 24,076 Est. Cost $62.52 Unrealized -48.8%
ENPH ENPHASE ENERGY INC 0.1%
Value ($000) $1,038 Shares 6,200 Est. Cost $205.45 Unrealized -13.0%
CVS CVS HEALTH CORP 0.1%
Value ($000) $1,037 Shares 15,005 Est. Cost $74.52 Unrealized -13.7%
KOMP SPDR SER TR 0.1%
Value ($000) $1,026 Shares 23,000 Est. Cost $44.60 Unrealized
CWB SPDR SER TR 0.1%
Value ($000) $1,006 Shares 14,381 Est. Cost $61.87 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $992 Shares 8,961 Est. Cost $116.14 Unrealized -16.7%
KLAC KLA CORP 0.1%
Value ($000) $982 Shares 2,025 Est. Cost $407.84 Unrealized 0.0%
WMT WALMART INC 0.1%
Value ($000) $978 Shares 6,220 Est. Cost $43.14 Unrealized +13.5%
JETS ETF SER SOLUTIONS 0.1%
Value ($000) $976 Shares 45,560 Est. Cost $16.64 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $943 Shares 9,624 Est. Cost $88.65 Unrealized +4.1%
URI UNITED RENTALS INC 0.1%
Value ($000) $942 Shares 2,115 Est. Cost $213.12 Unrealized +69.4%
NLY ANNALY CAPITAL MANAGEMENT IN 0.1%
Value ($000) $910 Shares 44,060 Est. Cost $20.66 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $889 Shares 13,900 Est. Cost $59.97 Unrealized -1.7%
TTD THE TRADE DESK INC 0.1%
Value ($000) $874 Shares 11,322 Est. Cost $65.68 Unrealized +3.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $846 Shares 4,859 Est. Cost $150.32 Unrealized +3.9%
UNP UNION PAC CORP 0.0%
Value ($000) $822 Shares 4,017 Est. Cost $187.57 Unrealized -0.3%
T AT&T INC 0.0%
Value ($000) $821 Shares 51,472 Est. Cost $16.14 Unrealized -8.4%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $817 Shares 12,042 Est. Cost $165.74 Unrealized -59.7%
CDW CDW CORP 0.0%
Value ($000) $799 Shares 4,356 Est. Cost $176.96 Unrealized -4.6%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $798 Shares 2,030 Est. Cost $322.24 Unrealized +14.8%
PTNQ PACER FDS TR 0.0%
Value ($000) $789 Shares 12,711 Est. Cost $58.42 Unrealized
VERRICA PHARMACEUTICALS INC 0.0%
Value ($000) $781 Shares 135,361 Est. Cost $15.72 Unrealized
MSFT MICROSOFT CORP 0.0%
Value ($000) $749 Shares 2,200 Est. Cost $230.13 Unrealized +33.5%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $742 Shares 11,404 Est. Cost $65.08 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $731 Shares 4,884 Est. Cost $136.95 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $731 Shares 12,102 Est. Cost $55.77 Unrealized
MASI MASIMO CORP 0.0%
Value ($000) $727 Shares 4,417 Est. Cost $170.37 Unrealized +2.2%
IJH ISHARES TR 0.0%
Value ($000) $713 Shares 2,728 Est. Cost $261.47 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $712 Shares 1,514 Est. Cost $384.22 Unrealized +27.5%
AOM ISHARES TR 0.0%
Value ($000) $704 Shares 17,413 Est. Cost $39.88 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $703 Shares 1,500 Est. Cost $278.89 Unrealized +47.5%
HGV HILTON GRAND VACATIONS INC 0.0%
Value ($000) $702 Shares 15,451 Est. Cost $50.41 Unrealized -11.5%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $669 Shares 3,858 Est. Cost $116.32 Unrealized +36.5%
MRNA MODERNA INC 0.0%
Value ($000) $669 Shares 5,506 Est. Cost $300.58 Unrealized -55.6%
RBLX ROBLOX CORP 0.0%
Value ($000) $669 Shares 16,592 Est. Cost $61.39 Unrealized -34.6%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $665 Shares 1,757 Est. Cost $327.52 Unrealized +12.7%
NET CLOUDFLARE INC 0.0%
Value ($000) $654 Shares 10,000 Est. Cost $70.99 Unrealized -15.9%
RDNT RADNET INC 0.0%
Value ($000) $652 Shares 20,000 Est. Cost $17.14 Unrealized +69.5%
ALL ALLSTATE CORP 0.0%
Value ($000) $626 Shares 5,692 Est. Cost $106.72 Unrealized +0.0%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $613 Shares 3,339 Est. Cost $166.33 Unrealized +1.6%
SSO PROSHARES TR 0.0%
Value ($000) $611 Shares 10,500 Est. Cost $80.50 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $601 Shares 16,708 Est. Cost $27.70 Unrealized +9.7%
BXP BOSTON PROPERTIES INC 0.0%
Value ($000) $595 Shares 10,160 Est. Cost $44.61 Unrealized 0.0%
TLT ISHARES TR 0.0%
Value ($000) $592 Shares 5,754 Est. Cost $101.86 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $589 Shares 4,200 Est. Cost $122.76 Unrealized
PBR PETROLEO BRASILEIRO SA PETRO 0.0%
Value ($000) $587 Shares 42,100 Est. Cost $11.69 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $585 Shares 13,133 Est. Cost $40.91 Unrealized -2.4%
XSLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $581 Shares 14,584 Est. Cost $44.47 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC 0.0%
Value ($000) $574 Shares 9,247 Est. Cost $61.86 Unrealized 0.0%
IRTC IRHYTHM TECHNOLOGIES INC 0.0%
Value ($000) $574 Shares 5,506 Est. Cost $110.07 Unrealized +9.1%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $573 Shares 3,017 Est. Cost $154.14 Unrealized +28.6%
NIO NIO INC 0.0%
Value ($000) $573 Shares 59,104 Est. Cost $34.02 Unrealized
PIONEER NAT RES CO 0.0%
Value ($000) $568 Shares 2,744 Est. Cost $207.15 Unrealized
PTC PTC INC 0.0%
Value ($000) $558 Shares 3,924 Est. Cost $116.58 Unrealized +13.6%
KMLM KRANESHARES TR 0.0%
Value ($000) $557 Shares 18,275 Est. Cost $29.57 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $556 Shares 5,578 Est. Cost $94.83 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $551 Shares 2,293 Est. Cost $234.24 Unrealized -10.9%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $540 Shares 200 Est. Cost $2599.14 Unrealized 0.0%
PRK PARK NATL CORP 0.0%
Value ($000) $537 Shares 5,250 Est. Cost $106.18 Unrealized 0.0%
SOXX ISHARES TR 0.0%
Value ($000) $529 Shares 1,042 Est. Cost $507.26 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $524 Shares 2,700 Est. Cost $123.45 Unrealized +39.4%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $520 Shares 1,265 Est. Cost $428.15 Unrealized -3.7%
SSO PROSHARES TR 0.0%
Value ($000) $516 Shares 8,880 Est. Cost $80.50 Unrealized
ANSYS INC 0.0%
Value ($000) $498 Shares 1,509 Est. Cost $330.27 Unrealized
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $486 Shares 5,961 Est. Cost $64.09 Unrealized +11.4%
C CITIGROUP INC 0.0%
Value ($000) $485 Shares 10,540 Est. Cost $42.74 Unrealized 0.0%
USB US BANCORP DEL 0.0%
Value ($000) $484 Shares 14,443 Est. Cost $28.41 Unrealized 0.0%
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $484 Shares 1,383 Est. Cost $349.73 Unrealized
JNK SPDR SER TR 0.0%
Value ($000) $483 Shares 5,248 Est. Cost $105.27 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $479 Shares 6,698 Est. Cost $167.23 Unrealized -64.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $478 Shares 4,716 Est. Cost $92.53 Unrealized
ONEQ FIDELITY COMWLTH TR 0.0%
Value ($000) $477 Shares 8,829 Est. Cost $40.97 Unrealized
IDLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $476 Shares 17,407 Est. Cost $27.36 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $474 Shares 14,902 Est. Cost $29.09 Unrealized 0.0%
ATLANTICA SUSTAINABLE INFR P 0.0%
Value ($000) $464 Shares 19,813 Est. Cost $23.44 Unrealized
JBHT HUNT J B TRANS SVCS INC 0.0%
Value ($000) $452 Shares 2,495 Est. Cost $167.12 Unrealized +1.4%
VMC VULCAN MATLS CO 0.0%
Value ($000) $451 Shares 2,000 Est. Cost $138.32 Unrealized +35.9%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $449 Shares 10,391 Est. Cost $37.23 Unrealized -0.1%
UCON FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $446 Shares 18,435 Est. Cost $25.89 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $443 Shares 5,106 Est. Cost $98.29 Unrealized -4.3%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $439 Shares 2,135 Est. Cost $205.82 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $438 Shares 25,453 Est. Cost $14.12 Unrealized +4.7%
CCI CROWN CASTLE INC 0.0%
Value ($000) $436 Shares 3,827 Est. Cost $102.41 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $433 Shares 8,961 Est. Cost $56.09 Unrealized -19.0%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $430 Shares 7,865 Est. Cost $125.43 Unrealized -58.9%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $423 Shares 1,000 Est. Cost $19.92 Unrealized +66.5%
FLOT ISHARES TR 0.0%
Value ($000) $420 Shares 8,268 Est. Cost $50.70 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $414 Shares 9,388 Est. Cost $44.14 Unrealized
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value ($000) $414 Shares 10,159 Est. Cost $57.14 Unrealized -29.0%
F FORD MTR CO DEL 0.0%
Value ($000) $410 Shares 27,088 Est. Cost $10.93 Unrealized -2.2%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $409 Shares 1,803 Est. Cost $211.21 Unrealized -5.2%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $407 Shares 4,332 Est. Cost $75.78 Unrealized +2.9%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $407 Shares 3,521 Est. Cost $94.44 Unrealized 0.0%
URTH ISHARES INC 0.0%
Value ($000) $406 Shares 3,263 Est. Cost $125.63 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $404 Shares 1,148 Est. Cost $303.81 Unrealized +10.9%
EATON VANCE TAX-MANAGED BUY- 0.0%
Value ($000) $403 Shares 31,510 Est. Cost $14.18 Unrealized
EELV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $401 Shares 17,057 Est. Cost $22.88 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $401 Shares 768 Est. Cost $524.96 Unrealized +2.0%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $400 Shares 2,035 Est. Cost $260.04 Unrealized -22.5%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $397 Shares 4,703 Est. Cost $84.48 Unrealized
DDD 3-D SYS CORP DEL 0.0%
Value ($000) $397 Shares 39,931 Est. Cost $9.14 Unrealized 0.0%
SIG SIGNET JEWELERS LIMITED 0.0%
Value ($000) $392 Shares 6,000 Est. Cost $61.55 Unrealized +8.9%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $389 Shares 3,626 Est. Cost $107.32 Unrealized
EFAV ISHARES TR 0.0%
Value ($000) $389 Shares 5,763 Est. Cost $66.68 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $386 Shares 3,008 Est. Cost $110.92 Unrealized +5.4%
GM GENERAL MTRS CO 0.0%
Value ($000) $385 Shares 9,992 Est. Cost $39.52 Unrealized -14.9%
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $384 Shares 9,296 Est. Cost $42.65 Unrealized
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $379 Shares 14,252 Est. Cost $14.08 Unrealized +63.7%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $378 Shares 2,338 Est. Cost $141.04 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $378 Shares 2,900 Est. Cost $124.08 Unrealized -8.0%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $378 Shares 3,316 Est. Cost $90.52 Unrealized 0.0%
IWM ISHARES TR 0.0%
Value ($000) $375 Shares 2,000 Est. Cost $179.87 Unrealized
SUPER MICRO COMPUTER INC 0.0%
Value ($000) $374 Shares 1,500 Est. Cost $91.16 Unrealized
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $373 Shares 3,275 Est. Cost $82.72 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $367 Shares 9,164 Est. Cost $36.76 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $361 Shares 2,012 Est. Cost $154.55 Unrealized 0.0%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $360 Shares 1,845 Est. Cost $207.16 Unrealized 0.0%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $360 Shares 8,190 Est. Cost $27.35 Unrealized +56.2%
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $356 Shares 22,288 Est. Cost $20.09 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $356 Shares 1,040 Est. Cost $261.83 Unrealized +15.6%
SO SOUTHERN CO 0.0%
Value ($000) $355 Shares 5,048 Est. Cost $59.70 Unrealized +9.4%
SRE SEMPRA 0.0%
Value ($000) $353 Shares 2,422 Est. Cost $69.76 Unrealized -1.4%
GIS GENERAL MLS INC 0.0%
Value ($000) $351 Shares 4,576 Est. Cost $71.69 Unrealized +8.1%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $351 Shares 1,186 Est. Cost $280.51 Unrealized 0.0%
WMB WILLIAMS COS INC 0.0%
Value ($000) $350 Shares 10,721 Est. Cost $25.86 Unrealized +3.5%
IVE ISHARES TR 0.0%
Value ($000) $348 Shares 2,158 Est. Cost $153.29 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $346 Shares 887 Est. Cost $328.44 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $337 Shares 1,092 Est. Cost $279.68 Unrealized 0.0%
SBRA SABRA HEALTH CARE REIT INC 0.0%
Value ($000) $337 Shares 28,621 Est. Cost $11.77 Unrealized
KR KROGER CO 0.0%
Value ($000) $334 Shares 7,100 Est. Cost $39.13 Unrealized +15.0%
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $333 Shares 9,651 Est. Cost $34.50 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $333 Shares 5,640 Est. Cost $60.01 Unrealized -4.5%
RY ROYAL BK CDA 0.0%
Value ($000) $324 Shares 3,393 Est. Cost $95.45 Unrealized 0.0%
VICI VICI PPTYS INC 0.0%
Value ($000) $324 Shares 10,173 Est. Cost $27.60 Unrealized 0.0%
TER TERADYNE INC 0.0%
Value ($000) $322 Shares 2,895 Est. Cost $99.13 Unrealized 0.0%
GRMN GARMIN LTD 0.0%
Value ($000) $313 Shares 3,000 Est. Cost $117.71 Unrealized -17.6%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $311 Shares 4,759 Est. Cost $65.44 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $310 Shares 1,104 Est. Cost $241.40 Unrealized +2.7%
BIDU BAIDU INC 0.0%
Value ($000) $307 Shares 2,242 Est. Cost $136.91 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $305 Shares 5,455 Est. Cost $33.29 Unrealized +54.4%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $305 Shares 1,844 Est. Cost $165.40 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $305 Shares 2,071 Est. Cost $119.34 Unrealized +9.6%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $302 Shares 2,300 Est. Cost $119.91 Unrealized +0.9%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $300 Shares 625 Est. Cost $369.74 Unrealized
BEAM BEAM THERAPEUTICS INC 0.0%
Value ($000) $299 Shares 9,359 Est. Cost $39.47 Unrealized -17.8%
RH RH 0.0%
Value ($000) $297 Shares 900 Est. Cost $261.37 Unrealized 0.0%
ACLS AXCELIS TECHNOLOGIES INC 0.0%
Value ($000) $293 Shares 1,600 Est. Cost $70.45 Unrealized +104.3%
ASML ASML HOLDING N V 0.0%
Value ($000) $290 Shares 400 Est. Cost $724.75 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $286 Shares 1,136 Est. Cost $219.64 Unrealized 0.0%
TWLO TWILIO INC 0.0%
Value ($000) $284 Shares 4,470 Est. Cost $99.68 Unrealized -40.8%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $283 Shares 5,045 Est. Cost $85.06 Unrealized -33.3%
PD PAGERDUTY INC 0.0%
Value ($000) $283 Shares 12,567 Est. Cost $27.48 Unrealized +1.2%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $282 Shares 521 Est. Cost $417.32 Unrealized +11.5%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $281 Shares 2,983 Est. Cost $88.39 Unrealized -1.7%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $278 Shares 235 Est. Cost $1257.74 Unrealized 0.0%
AMBA AMBARELLA INC 0.0%
Value ($000) $278 Shares 3,324 Est. Cost $85.61 Unrealized -14.6%
SPYG SPDR SER TR 0.0%
Value ($000) $278 Shares 4,551 Est. Cost $55.79 Unrealized
ACLS AXCELIS TECHNOLOGIES INC 0.0%
Value ($000) $277 Shares 1,512 Est. Cost $70.45 Unrealized +104.3%
HYG ISHARES TR 0.0%
Value ($000) $276 Shares 3,675 Est. Cost $85.63 Unrealized
GOOGL ALPHABET INC 0.0%
Value ($000) $275 Shares 2,300 Est. Cost $109.70 Unrealized +4.1%
SHV ISHARES TR 0.0%
Value ($000) $274 Shares 2,480 Est. Cost $110.40 Unrealized
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $273 Shares 10,614 Est. Cost $18.69 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $272 Shares 1,625 Est. Cost $155.17 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $271 Shares 1,227 Est. Cost $206.70 Unrealized -1.7%
SNAP SNAP INC 0.0%
Value ($000) $269 Shares 22,686 Est. Cost $52.06 Unrealized -80.7%
ALB ALBEMARLE CORP 0.0%
Value ($000) $268 Shares 1,200 Est. Cost $218.74 Unrealized -10.4%
WAT WATERS CORP 0.0%
Value ($000) $267 Shares 1,000 Est. Cost $278.30 Unrealized 0.0%
PODD INSULET CORP 0.0%
Value ($000) $266 Shares 923 Est. Cost $275.80 Unrealized +10.1%
TJX TJX COS INC NEW 0.0%
Value ($000) $266 Shares 3,132 Est. Cost $59.89 Unrealized +27.1%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $265 Shares 1,353 Est. Cost $180.88 Unrealized 0.0%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $264 Shares 2,414 Est. Cost $99.64 Unrealized -1.9%
SEDG SOLAREDGE TECHNOLOGIES INC 0.0%
Value ($000) $262 Shares 975 Est. Cost $286.75 Unrealized 0.0%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $262 Shares 1,377 Est. Cost $182.57 Unrealized +8.5%
ROKU ROKU INC 0.0%
Value ($000) $259 Shares 4,056 Est. Cost $58.53 Unrealized +3.8%
SHYG ISHARES TR 0.0%
Value ($000) $259 Shares 6,256 Est. Cost $40.98 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $258 Shares 2,926 Est. Cost $84.97 Unrealized -13.5%
LIT GLOBAL X FDS 0.0%
Value ($000) $258 Shares 3,949 Est. Cost $73.43 Unrealized
BXSL BLACKSTONE SECD LENDING FD 0.0%
Value ($000) $257 Shares 9,166 Est. Cost $16.55 Unrealized +17.0%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $256 Shares 904 Est. Cost $282.96 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $255 Shares 1,162 Est. Cost $203.16 Unrealized 0.0%
SUB ISHARES TR 0.0%
Value ($000) $255 Shares 2,450 Est. Cost $106.80 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $254 Shares 1,500 Est. Cost Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $254 Shares 600 Est. Cost $19.92 Unrealized +66.5%
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $254 Shares 4,631 Est. Cost $54.80 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $246 Shares 9,719 Est. Cost $72.75 Unrealized -65.4%
TECK TECK RESOURCES LTD 0.0%
Value ($000) $244 Shares 5,800 Est. Cost $35.92 Unrealized +19.6%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $244 Shares 3,169 Est. Cost $72.91 Unrealized 0.0%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $241 Shares 1,500 Est. Cost $160.75 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $240 Shares 2,700 Est. Cost $79.38 Unrealized 0.0%
GLD SPDR GOLD TR 0.0%
Value ($000) $239 Shares 1,341 Est. Cost $172.33 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $238 Shares 2,125 Est. Cost $98.51 Unrealized +3.7%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $238 Shares 1,035 Est. Cost $229.74 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $234 Shares 766 Est. Cost $281.34 Unrealized 0.0%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $234 Shares 1,571 Est. Cost $137.34 Unrealized 0.0%
IWD ISHARES TR 0.0%
Value ($000) $232 Shares 1,473 Est. Cost $157.83 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $232 Shares 2,300 Est. Cost $100.91 Unrealized
MEAR ISHARES U S ETF TR 0.0%
Value ($000) $229 Shares 4,600 Est. Cost $50.13 Unrealized
BBDC BARINGS BDC INC 0.0%
Value ($000) $227 Shares 29,000 Est. Cost $5.98 Unrealized -5.9%
ABT ABBOTT LABS 0.0%
Value ($000) $226 Shares 2,070 Est. Cost $101.46 Unrealized 0.0%
CIEN CIENA CORP 0.0%
Value ($000) $225 Shares 5,300 Est. Cost $45.54 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value ($000) $222 Shares 1,000 Est. Cost $209.44 Unrealized +2.0%
NRG NRG ENERGY INC 0.0%
Value ($000) $217 Shares 5,791 Est. Cost $32.10 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $216 Shares 1,900 Est. Cost $99.73 Unrealized +4.3%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $216 Shares 2,353 Est. Cost $66.35 Unrealized +14.5%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $215 Shares 21,566 Est. Cost $9.61 Unrealized -3.1%
IGIB ISHARES TR 0.0%
Value ($000) $213 Shares 4,210 Est. Cost $50.57 Unrealized
PACB PACIFIC BIOSCIENCES CALIF IN 0.0%
Value ($000) $211 Shares 15,848 Est. Cost $12.15 Unrealized 0.0%
PATH UIPATH INC 0.0%
Value ($000) $208 Shares 12,565 Est. Cost $35.19 Unrealized -54.4%
COWZ PACER FDS TR 0.0%
Value ($000) $205 Shares 4,286 Est. Cost $46.25 Unrealized
UVV UNIVERSAL CORP VA 0.0%
Value ($000) $205 Shares 4,104 Est. Cost $52.49 Unrealized +0.2%
BIL SPDR SER TR 0.0%
Value ($000) $205 Shares 2,228 Est. Cost $91.83 Unrealized
IXN ISHARES TR 0.0%
Value ($000) $204 Shares 3,276 Est. Cost $72.95 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $202 Shares 2,117 Est. Cost $88.54 Unrealized 0.0%
TXT TEXTRON INC 0.0%
Value ($000) $200 Shares 2,958 Est. Cost $65.78 Unrealized 0.0%
BE BLOOM ENERGY CORP 0.0%
Value ($000) $184 Shares 11,266 Est. Cost $16.16 Unrealized 0.0%
CHRS COHERUS BIOSCIENCES INC 0.0%
Value ($000) $179 Shares 42,000 Est. Cost $6.81 Unrealized -13.3%
ORCL ORACLE CORP 0.0%
Value ($000) $179 Shares 1,500 Est. Cost $89.37 Unrealized +12.3%
NFLX NETFLIX INC 0.0%
Value ($000) $176 Shares 400 Est. Cost $31.56 Unrealized +16.7%
AVGO BROADCOM INC 0.0%
Value ($000) $173 Shares 200 Est. Cost $43.65 Unrealized +57.5%
KW KENNEDY-WILSON HOLDINGS INC 0.0%
Value ($000) $167 Shares 10,062 Est. Cost $17.03 Unrealized -6.2%
TMUS T-MOBILE US INC 0.0%
Value ($000) $167 Shares 1,200 Est. Cost $129.39 Unrealized +4.8%
ABBV ABBVIE INC 0.0%
Value ($000) $162 Shares 1,200 Est. Cost $102.08 Unrealized +31.0%
PLUG PLUG POWER INC 0.0%
Value ($000) $159 Shares 15,300 Est. Cost $9.10 Unrealized 0.0%
HTZWW HERTZ GLOBAL HLDGS INC 0.0%
Value ($000) $153 Shares 15,168 Est. Cost $15.95 Unrealized
XEVMX EATON VANCE CALIF MUN BD FD 0.0%
Value ($000) $153 Shares 17,194 Est. Cost $11.25 Unrealized
NWBI NORTHWEST BANCSHARES INC MD 0.0%
Value ($000) $150 Shares 14,149 Est. Cost $8.06 Unrealized +14.4%
BBDC BARINGS BDC INC 0.0%
Value ($000) $149 Shares 19,000 Est. Cost $5.98 Unrealized -5.9%
CRM SALESFORCE INC 0.0%
Value ($000) $148 Shares 700 Est. Cost $180.42 Unrealized +11.8%
ASML ASML HOLDING N V 0.0%
Value ($000) $146 Shares 202 Est. Cost $724.75 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $145 Shares 2,300 Est. Cost $76.56 Unrealized -17.1%
TDS TELEPHONE & DATA SYS INC 0.0%
Value ($000) $135 Shares 16,441 Est. Cost $11.34 Unrealized -25.2%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $132 Shares 900 Est. Cost $122.90 Unrealized +13.4%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $130 Shares 10,271 Est. Cost $12.70 Unrealized
EATON VANCE FLTING RATE INC 0.0%
Value ($000) $130 Shares 11,148 Est. Cost $15.05 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $130 Shares 851 Est. Cost $152.28 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $125 Shares 1,400 Est. Cost $64.37 Unrealized +14.7%
XBFZX BLACKROCK CALIF MUN INCOME T 0.0%
Value ($000) $124 Shares 10,433 Est. Cost $13.51 Unrealized
KEY KEYCORP 0.0%
Value ($000) $111 Shares 12,000 Est. Cost $9.00 Unrealized 0.0%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $103 Shares 300 Est. Cost $343.64 Unrealized
STEM INC 0.0%
Value ($000) $97 Shares 17,000 Est. Cost $5.67 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $97 Shares 800 Est. Cost $107.72 Unrealized +6.7%
NET CLOUDFLARE INC 0.0%
Value ($000) $92 Shares 1,400 Est. Cost $70.99 Unrealized -15.9%
ABNB AIRBNB INC 0.0%
Value ($000) $90 Shares 700 Est. Cost $110.92 Unrealized +5.4%
CIEN CIENA CORP 0.0%
Value ($000) $85 Shares 2,000 Est. Cost $45.54 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $80 Shares 700 Est. Cost $99.73 Unrealized +4.3%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $79 Shares 600 Est. Cost $119.91 Unrealized +0.9%
IBRX IMMUNITYBIO INC 0.0%
Value ($000) $73 Shares 26,200 Est. Cost $6.01 Unrealized -52.9%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $65 Shares 400 Est. Cost $141.04 Unrealized
FFWM FIRST FNDTN INC 0.0%
Value ($000) $65 Shares 16,283 Est. Cost $5.10 Unrealized 0.0%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $64 Shares 900 Est. Cost $167.23 Unrealized -64.3%
RYVYL INC 0.0%
Value ($000) $53 Shares 70,000 Est. Cost $8.29 Unrealized
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value ($000) $49 Shares 1,200 Est. Cost $57.14 Unrealized -29.0%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $49 Shares 600 Est. Cost $83.34 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $48 Shares 400 Est. Cost $119.14 Unrealized -9.1%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $46 Shares 289 Est. Cost $160.75 Unrealized
LUCID GROUP INC 0.0%
Value ($000) $44 Shares 6,450 Est. Cost $6.89 Unrealized
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $40 Shares 1,500 Est. Cost $14.08 Unrealized +63.7%
KANDI TECHNOLOGIES GROUP INC 0.0%
Value ($000) $40 Shares 10,000 Est. Cost $6.91 Unrealized
LIT GLOBAL X FDS 0.0%
Value ($000) $39 Shares 600 Est. Cost $73.43 Unrealized
LUCID GROUP INC 0.0%
Value ($000) $31 Shares 4,500 Est. Cost $6.89 Unrealized
BIOSIG TECHNOLOGIES INC 0.0%
Value ($000) $18 Shares 14,000 Est. Cost $1.25 Unrealized
ELECTRAMECCANICA VEHS CORP 0.0%
Value ($000) $12 Shares 19,000 Est. Cost $1.20 Unrealized
OCGN OCUGEN INC 0.0%
Value ($000) $7 Shares 13,000 Est. Cost $0.64 Unrealized 0.0%
NIO NIO INC 0.0%
Value ($000) $7 Shares 700 Est. Cost $34.02 Unrealized