SteelPeak Wealth, LLC Diversified Active

CIK: 0001801868 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 1, 2025

Total Value ($000): $2,409,399 (97.6% shares, 2.4% debt)

Holdings (575)

AAPL APPLE INC 7.5%
Value ($000) $181,633 Shares 817,686 Est. Cost $139.00 Unrealized +66.0%
NVDA NVIDIA CORPORATION 3.4%
Value ($000) $81,243 Shares 749,542 Est. Cost $95.79 Unrealized +32.3%
AMZN AMAZON COM INC 3.2%
Value ($000) $76,969 Shares 404,545 Est. Cost $138.32 Unrealized +56.9%
IVV ISHARES TR 2.7%
Value ($000) $65,723 Shares 116,966 Est. Cost $439.09 Unrealized
MSFT MICROSOFT CORP 2.6%
Value ($000) $63,439 Shares 168,994 Est. Cost $301.01 Unrealized +34.6%
IUSB ISHARES TR 2.6%
Value ($000) $61,582 Shares 1,336,425 Est. Cost $47.35 Unrealized
GOOGL ALPHABET INC 2.4%
Value ($000) $57,921 Shares 374,557 Est. Cost $141.10 Unrealized +28.1%
SPY SPDR S&P 500 ETF TR 2.2%
Value ($000) $53,875 Shares 96,043 Est. Cost $421.26 Unrealized
META META PLATFORMS INC 2.0%
Value ($000) $49,040 Shares 85,086 Est. Cost $325.56 Unrealized +97.6%
TSLA TESLA INC 1.8%
Value ($000) $43,837 Shares 169,151 Est. Cost $238.38 Unrealized +39.8%
CSCO CISCO SYS INC 1.7%
Value ($000) $40,711 Shares 659,715 Est. Cost $46.37 Unrealized +29.6%
VGT VANGUARD WORLD FD 1.6%
Value ($000) $39,670 Shares 73,141 Est. Cost $551.69 Unrealized
QQQ INVESCO QQQ TR 1.6%
Value ($000) $38,153 Shares 81,242 Est. Cost $382.39 Unrealized
SPYV SPDR SER TR 1.5%
Value ($000) $36,684 Shares 718,315 Est. Cost $47.15 Unrealized
QUAL ISHARES TR 1.3%
Value ($000) $32,293 Shares 188,971 Est. Cost $138.25 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 1.3%
Value ($000) $31,649 Shares 374,987 Est. Cost $80.75 Unrealized +8.8%
AVGO BROADCOM INC 1.3%
Value ($000) $30,960 Shares 184,915 Est. Cost $155.85 Unrealized +34.6%
NFLX NETFLIX INC 1.2%
Value ($000) $29,866 Shares 32,027 Est. Cost $54.93 Unrealized +73.1%
IVW ISHARES TR 1.2%
Value ($000) $29,674 Shares 319,665 Est. Cost $84.98 Unrealized
DYNF BLACKROCK ETF TRUST 1.1%
Value ($000) $26,972 Shares 553,166 Est. Cost $45.01 Unrealized
AMD ADVANCED MICRO DEVICES INC 1.1%
Value ($000) $26,953 Shares 262,342 Est. Cost $145.41 Unrealized -23.5%
TMUS T-MOBILE US INC 1.0%
Value ($000) $24,797 Shares 92,974 Est. Cost $147.00 Unrealized +65.3%
IVE ISHARES TR 1.0%
Value ($000) $23,394 Shares 122,752 Est. Cost $187.79 Unrealized
CVX CHEVRON CORP NEW 1.0%
Value ($000) $23,165 Shares 138,471 Est. Cost $142.74 Unrealized +5.4%
QCOM QUALCOMM INC 0.9%
Value ($000) $22,003 Shares 143,239 Est. Cost $145.87 Unrealized +9.5%
DIA SPDR DOW JONES INDL AVERAGE 0.9%
Value ($000) $21,646 Shares 51,458 Est. Cost $383.35 Unrealized
EFV ISHARES TR 0.8%
Value ($000) $19,902 Shares 337,664 Est. Cost $54.85 Unrealized
HON HONEYWELL INTL INC 0.8%
Value ($000) $19,184 Shares 90,599 Est. Cost $193.07 Unrealized +2.8%
INTU INTUIT 0.8%
Value ($000) $18,172 Shares 29,596 Est. Cost $503.76 Unrealized +18.6%
ASTH ASTRANA HEALTH INC 0.7%
Value ($000) $17,619 Shares 568,176 Est. Cost $43.52 Unrealized -23.5%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $17,586 Shares 387,707 Est. Cost $36.91 Unrealized +7.2%
IWM ISHARES TR 0.7%
Value ($000) $16,671 Shares 83,569 Est. Cost $189.36 Unrealized
JPM JPMORGAN CHASE & CO. 0.7%
Value ($000) $16,589 Shares 67,628 Est. Cost $144.25 Unrealized +73.9%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $16,197 Shares 97,667 Est. Cost $148.26 Unrealized +2.8%
MBB ISHARES TR 0.6%
Value ($000) $15,140 Shares 161,446 Est. Cost $96.11 Unrealized
ISRG INTUITIVE SURGICAL INC 0.6%
Value ($000) $15,028 Shares 30,343 Est. Cost $471.30 Unrealized +17.3%
GILD GILEAD SCIENCES INC 0.6%
Value ($000) $14,475 Shares 129,186 Est. Cost $94.95 Unrealized +5.9%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $13,048 Shares 76,562 Est. Cost $148.88 Unrealized +10.1%
EFG ISHARES TR 0.5%
Value ($000) $12,573 Shares 125,730 Est. Cost $95.26 Unrealized
RIO RIO TINTO PLC 0.5%
Value ($000) $12,522 Shares 200,899 Est. Cost $58.81 Unrealized
QQQ INVESCO QQQ TR 0.5%
Value ($000) $12,473 Shares 26,600 Est. Cost $382.39 Unrealized
CMCSA COMCAST CORP NEW 0.5%
Value ($000) $12,341 Shares 334,452 Est. Cost $39.01 Unrealized -10.2%
BINC BLACKROCK ETF TRUST II 0.5%
Value ($000) $12,259 Shares 234,049 Est. Cost $52.92 Unrealized
GOOG ALPHABET INC 0.5%
Value ($000) $12,118 Shares 77,563 Est. Cost $112.83 Unrealized +61.7%
T AT&T INC 0.5%
Value ($000) $11,747 Shares 415,395 Est. Cost $16.04 Unrealized +51.8%
XLK SELECT SECTOR SPDR TR 0.5%
Value ($000) $11,719 Shares 56,754 Est. Cost $179.01 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.5%
Value ($000) $11,346 Shares 36,946 Est. Cost $286.29 Unrealized +3.2%
BKNG BOOKING HOLDINGS INC 0.5%
Value ($000) $11,296 Shares 2,452 Est. Cost $4323.51 Unrealized +9.8%
IEMG ISHARES INC 0.5%
Value ($000) $11,149 Shares 206,579 Est. Cost $52.50 Unrealized
TLH ISHARES TR 0.5%
Value ($000) $10,905 Shares 105,107 Est. Cost $103.75 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.4%
Value ($000) $10,839 Shares 176,038 Est. Cost $52.98 Unrealized +82.5%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $10,592 Shares 173,664 Est. Cost $52.58 Unrealized +5.5%
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $10,522 Shares 65,746 Est. Cost $106.00 Unrealized +29.2%
KMI KINDER MORGAN INC DEL 0.4%
Value ($000) $10,274 Shares 360,103 Est. Cost $25.06 Unrealized +6.5%
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $10,178 Shares 37,031 Est. Cost $285.85 Unrealized
TFLR T ROWE PRICE ETF INC 0.4%
Value ($000) $10,044 Shares 196,790 Est. Cost $51.49 Unrealized
PGIM HIGH YIELD BOND FUND IN 0.4%
Value ($000) $9,938 Shares 697,373 Est. Cost $13.23 Unrealized
IYW ISHARES TR 0.4%
Value ($000) $9,909 Shares 70,560 Est. Cost $103.61 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $9,867 Shares 39,679 Est. Cost $169.29 Unrealized +41.4%
EMXC ISHARES INC 0.4%
Value ($000) $9,819 Shares 178,232 Est. Cost $58.16 Unrealized
INTC INTEL CORP 0.4%
Value ($000) $9,630 Shares 424,038 Est. Cost $32.42 Unrealized -32.5%
EFA ISHARES TR 0.4%
Value ($000) $9,612 Shares 117,612 Est. Cost $71.70 Unrealized
AMGN AMGEN INC 0.4%
Value ($000) $9,541 Shares 30,623 Est. Cost $291.09 Unrealized -1.3%
TXN TEXAS INSTRS INC 0.4%
Value ($000) $9,457 Shares 52,629 Est. Cost $156.39 Unrealized +16.5%
MMM 3M CO 0.4%
Value ($000) $8,730 Shares 59,444 Est. Cost $114.66 Unrealized +26.1%
V VISA INC 0.4%
Value ($000) $8,586 Shares 24,500 Est. Cost $243.14 Unrealized +38.3%
USB US BANCORP DEL 0.4%
Value ($000) $8,456 Shares 197,948 Est. Cost $45.39 Unrealized -2.6%
MCD MCDONALDS CORP 0.3%
Value ($000) $8,419 Shares 26,953 Est. Cost $270.05 Unrealized +8.5%
ADBE ADOBE INC 0.3%
Value ($000) $8,362 Shares 21,802 Est. Cost $479.59 Unrealized -10.6%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $8,070 Shares 14,773 Est. Cost $402.36 Unrealized +46.8%
MRK MERCK & CO INC 0.3%
Value ($000) $7,986 Shares 88,238 Est. Cost $96.74 Unrealized -6.8%
LIN LINDE PLC 0.3%
Value ($000) $7,974 Shares 17,125 Est. Cost $436.61 Unrealized +1.8%
MTUM ISHARES TR 0.3%
Value ($000) $7,940 Shares 39,279 Est. Cost $205.34 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $7,799 Shares 21,280 Est. Cost $297.87 Unrealized +27.8%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $7,597 Shares 8,033 Est. Cost $703.70 Unrealized +37.9%
OEF ISHARES TR 0.3%
Value ($000) $7,431 Shares 27,440 Est. Cost $270.83 Unrealized
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $7,316 Shares 89,584 Est. Cost $78.50 Unrealized
MS MORGAN STANLEY 0.3%
Value ($000) $7,131 Shares 61,117 Est. Cost $113.03 Unrealized +11.4%
XLC SELECT SECTOR SPDR TR 0.3%
Value ($000) $7,080 Shares 73,401 Est. Cost $96.81 Unrealized
PFM INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $6,978 Shares 152,414 Est. Cost $45.13 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $6,971 Shares 96,642 Est. Cost $56.50 Unrealized +15.0%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $6,713 Shares 12,000 Est. Cost $421.26 Unrealized
EEM ISHARES TR 0.3%
Value ($000) $6,711 Shares 153,563 Est. Cost $42.25 Unrealized
BA BOEING CO 0.3%
Value ($000) $6,701 Shares 39,290 Est. Cost $199.66 Unrealized -13.3%
XLU SELECT SECTOR SPDR TR 0.3%
Value ($000) $6,654 Shares 84,390 Est. Cost $75.04 Unrealized
IAU ISHARES GOLD TR 0.3%
Value ($000) $6,641 Shares 112,631 Est. Cost $54.92 Unrealized
EOG EOG RES INC 0.3%
Value ($000) $6,532 Shares 50,935 Est. Cost $125.12 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.3%
Value ($000) $6,478 Shares 18,374 Est. Cost $238.07 Unrealized +60.1%
TRV TRAVELERS COMPANIES INC 0.3%
Value ($000) $6,469 Shares 24,463 Est. Cost $236.61 Unrealized +3.7%
META META PLATFORMS INC 0.3%
Value ($000) $6,455 Shares 11,200 Est. Cost $325.56 Unrealized +97.6%
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $5,937 Shares 75,839 Est. Cost $71.41 Unrealized +8.8%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $5,898 Shares 118,402 Est. Cost $42.88 Unrealized
CRM SALESFORCE INC 0.2%
Value ($000) $5,813 Shares 21,662 Est. Cost $213.72 Unrealized +44.6%
ACWI ISHARES TR 0.2%
Value ($000) $5,636 Shares 48,426 Est. Cost $116.39 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $5,602 Shares 221,061 Est. Cost $24.95 Unrealized -1.0%
TFLO ISHARES TR 0.2%
Value ($000) $5,455 Shares 107,673 Est. Cost $50.62 Unrealized
AAPL APPLE INC 0.2%
Value ($000) $5,331 Shares 24,000 Est. Cost $139.00 Unrealized +66.0%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $5,326 Shares 36,704 Est. Cost $135.71 Unrealized +22.8%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $5,019 Shares 45,627 Est. Cost $113.62 Unrealized -0.8%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $4,914 Shares 40,286 Est. Cost $107.27 Unrealized +3.1%
BX BLACKSTONE INC 0.2%
Value ($000) $4,890 Shares 34,986 Est. Cost $85.47 Unrealized +85.1%
EMB ISHARES TR 0.2%
Value ($000) $4,833 Shares 53,346 Est. Cost $91.88 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $4,718 Shares 30,200 Est. Cost $112.83 Unrealized +61.7%
CAT CATERPILLAR INC 0.2%
Value ($000) $4,618 Shares 14,004 Est. Cost $272.69 Unrealized +29.1%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $4,605 Shares 38,721 Est. Cost $102.05 Unrealized +5.1%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $4,577 Shares 34,653 Est. Cost $132.16 Unrealized -2.1%
SHOP SHOPIFY INC 0.2%
Value ($000) $4,421 Shares 46,303 Est. Cost $57.24 Unrealized +90.4%
ABBV ABBVIE INC 0.2%
Value ($000) $4,350 Shares 20,760 Est. Cost $147.59 Unrealized +28.3%
LLY ELI LILLY & CO 0.2%
Value ($000) $4,345 Shares 5,261 Est. Cost $500.98 Unrealized +65.0%
ASML ASML HOLDING N V 0.2%
Value ($000) $4,234 Shares 6,390 Est. Cost $690.83 Unrealized
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $4,178 Shares 57,338 Est. Cost $65.75 Unrealized +9.6%
GOVT ISHARES TR 0.2%
Value ($000) $4,163 Shares 181,130 Est. Cost $24.21 Unrealized
C CITIGROUP INC 0.2%
Value ($000) $4,133 Shares 58,226 Est. Cost $74.53 Unrealized 0.0%
AMLP ALPS ETF TR 0.2%
Value ($000) $4,123 Shares 79,378 Est. Cost $47.94 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $4,119 Shares 33,357 Est. Cost $119.26 Unrealized 0.0%
DE DEERE & CO 0.2%
Value ($000) $3,998 Shares 8,489 Est. Cost $382.70 Unrealized +20.6%
HEFA ISHARES TR 0.2%
Value ($000) $3,923 Shares 108,107 Est. Cost $36.29 Unrealized
HLF HERBALIFE LTD 0.2%
Value ($000) $3,884 Shares 450,000 Est. Cost $24.77 Unrealized -71.3%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $3,743 Shares 21,297 Est. Cost $133.31 Unrealized +37.5%
TFC TRUIST FINL CORP 0.2%
Value ($000) $3,699 Shares 89,898 Est. Cost $30.20 Unrealized +41.4%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $3,663 Shares 8,201 Est. Cost $428.16 Unrealized +4.7%
MET METLIFE INC 0.1%
Value ($000) $3,403 Shares 42,378 Est. Cost $72.21 Unrealized +12.4%
DISCOVER FINL SVCS 0.1%
Value ($000) $3,386 Shares 19,838 Est. Cost $170.70 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $3,242 Shares 30,748 Est. Cost $111.87 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $3,160 Shares 13,265 Est. Cost $250.13 Unrealized +7.7%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $3,126 Shares 5,969 Est. Cost $493.15 Unrealized +1.3%
CMF ISHARES TR 0.1%
Value ($000) $3,121 Shares 55,455 Est. Cost $60.04 Unrealized
AOA ISHARES TR 0.1%
Value ($000) $3,119 Shares 40,766 Est. Cost $58.92 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $3,089 Shares 28,500 Est. Cost $95.79 Unrealized +32.3%
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $3,068 Shares 42,064 Est. Cost $74.98 Unrealized +4.2%
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $3,059 Shares 35,191 Est. Cost $66.45 Unrealized +14.6%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $3,021 Shares 5,400 Est. Cost $421.26 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $3,001 Shares 49,157 Est. Cost $38.43 Unrealized +32.8%
SUB ISHARES TR 0.1%
Value ($000) $2,941 Shares 27,850 Est. Cost $105.49 Unrealized
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $2,934 Shares 59,121 Est. Cost $51.47 Unrealized
LDOS LEIDOS HOLDINGS INC 0.1%
Value ($000) $2,910 Shares 21,562 Est. Cost $136.42 Unrealized +1.4%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $2,890 Shares 5,624 Est. Cost $512.31 Unrealized
BRO BROWN & BROWN INC 0.1%
Value ($000) $2,880 Shares 23,152 Est. Cost $111.13 Unrealized 0.0%
SBUX STARBUCKS CORP 0.1%
Value ($000) $2,827 Shares 28,822 Est. Cost $90.94 Unrealized +11.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $2,769 Shares 5,051 Est. Cost $400.53 Unrealized +35.3%
VTEC VANGUARD CALIF TAX FREE FDS 0.1%
Value ($000) $2,696 Shares 27,394 Est. Cost $99.54 Unrealized
PWZ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $2,688 Shares 112,689 Est. Cost $25.19 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $2,663 Shares 115,568 Est. Cost $24.60 Unrealized
TFI SPDR SER TR 0.1%
Value ($000) $2,659 Shares 59,007 Est. Cost $46.46 Unrealized
ITM VANECK ETF TRUST 0.1%
Value ($000) $2,657 Shares 58,388 Est. Cost $46.47 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.1%
Value ($000) $2,642 Shares 21,267 Est. Cost $96.68 Unrealized +16.8%
ICVT ISHARES TR 0.1%
Value ($000) $2,614 Shares 31,270 Est. Cost $81.84 Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $2,613 Shares 12,577 Est. Cost $188.66 Unrealized 0.0%
FMB FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $2,606 Shares 51,678 Est. Cost $50.42 Unrealized
SHM SPDR SER TR 0.1%
Value ($000) $2,603 Shares 54,694 Est. Cost $47.44 Unrealized
QQQJ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $2,594 Shares 89,405 Est. Cost $30.81 Unrealized
EQR EQUITY RESIDENTIAL 0.1%
Value ($000) $2,580 Shares 35,698 Est. Cost $67.76 Unrealized 0.0%
DLTR DOLLAR TREE INC 0.1%
Value ($000) $2,542 Shares 33,863 Est. Cost $71.51 Unrealized 0.0%
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $2,528 Shares 32,625 Est. Cost $102.57 Unrealized -1.1%
BAC BANK AMERICA CORP 0.1%
Value ($000) $2,491 Shares 59,691 Est. Cost $32.18 Unrealized +35.6%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $2,485 Shares 14,689 Est. Cost $161.93 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $2,479 Shares 17,992 Est. Cost $125.89 Unrealized 0.0%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $2,429 Shares 42,502 Est. Cost $58.74 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $2,420 Shares 14,183 Est. Cost $155.98 Unrealized +18.5%
CMS CMS ENERGY CORP 0.1%
Value ($000) $2,415 Shares 32,159 Est. Cost $68.05 Unrealized 0.0%
EQT EQT CORP 0.1%
Value ($000) $2,373 Shares 44,407 Est. Cost $50.54 Unrealized 0.0%
AVB AVALONBAY CMNTYS INC 0.1%
Value ($000) $2,367 Shares 10,941 Est. Cost $209.57 Unrealized 0.0%
NTAP NETAPP INC 0.1%
Value ($000) $2,365 Shares 26,919 Est. Cost $108.30 Unrealized 0.0%
GDDY GODADDY INC 0.1%
Value ($000) $2,353 Shares 13,061 Est. Cost $152.87 Unrealized +25.0%
ATO ATMOS ENERGY CORP 0.1%
Value ($000) $2,331 Shares 15,081 Est. Cost $118.05 Unrealized +21.1%
SPHD INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $2,322 Shares 46,236 Est. Cost $48.97 Unrealized
QLD PROSHARES TR 0.1%
Value ($000) $2,322 Shares 26,115 Est. Cost $67.55 Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $2,293 Shares 3,615 Est. Cost $839.97 Unrealized -18.5%
BALL BALL CORP 0.1%
Value ($000) $2,280 Shares 43,792 Est. Cost $55.52 Unrealized -6.8%
VRT VERTIV HOLDINGS CO 0.1%
Value ($000) $2,243 Shares 31,062 Est. Cost $101.61 Unrealized +4.6%
TGT TARGET CORP 0.1%
Value ($000) $2,238 Shares 21,449 Est. Cost $123.35 Unrealized -2.5%
TPR TAPESTRY INC 0.1%
Value ($000) $2,211 Shares 31,397 Est. Cost $74.57 Unrealized 0.0%
RDVY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $2,204 Shares 37,641 Est. Cost $47.72 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,185 Shares 14,965 Est. Cost $142.49 Unrealized
PKG PACKAGING CORP AMER 0.1%
Value ($000) $2,172 Shares 10,907 Est. Cost $208.39 Unrealized 0.0%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $2,147 Shares 7,585 Est. Cost $218.16 Unrealized +12.4%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $2,118 Shares 10,916 Est. Cost $162.90 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $2,093 Shares 40,423 Est. Cost $53.35 Unrealized
STT STATE STR CORP 0.1%
Value ($000) $2,086 Shares 23,304 Est. Cost $92.75 Unrealized 0.0%
AFL AFLAC INC 0.1%
Value ($000) $2,083 Shares 18,738 Est. Cost $79.52 Unrealized +30.9%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $2,083 Shares 8,996 Est. Cost $168.89 Unrealized +29.3%
LOW LOWES COS INC 0.1%
Value ($000) $2,049 Shares 8,785 Est. Cost $177.40 Unrealized +36.4%
ABT ABBOTT LABS 0.1%
Value ($000) $2,016 Shares 15,200 Est. Cost $107.92 Unrealized +16.3%
MINT PIMCO ETF TR 0.1%
Value ($000) $1,912 Shares 19,003 Est. Cost $100.61 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $1,876 Shares 5,059 Est. Cost $342.56 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $1,867 Shares 2,771 Est. Cost $403.60 Unrealized +52.6%
JAAA JANUS DETROIT STR TR 0.1%
Value ($000) $1,860 Shares 36,680 Est. Cost $50.81 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $1,849 Shares 12,692 Est. Cost $115.55 Unrealized +25.6%
AVAV AEROVIRONMENT INC 0.1%
Value ($000) $1,813 Shares 15,211 Est. Cost $123.69 Unrealized +24.2%
WMT WALMART INC 0.1%
Value ($000) $1,812 Shares 20,584 Est. Cost $59.42 Unrealized +56.4%
SMH VANECK ETF TRUST 0.1%
Value ($000) $1,799 Shares 8,507 Est. Cost $243.24 Unrealized
VST VISTRA CORP 0.1%
Value ($000) $1,773 Shares 15,100 Est. Cost $138.23 Unrealized +7.5%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1,734 Shares 23,201 Est. Cost $64.33 Unrealized
HYDB ISHARES TR 0.1%
Value ($000) $1,726 Shares 36,656 Est. Cost $47.03 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $1,712 Shares 2,151 Est. Cost $194.29 Unrealized -0.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $1,711 Shares 10,265 Est. Cost $161.17 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $1,705 Shares 9,868 Est. Cost $174.57 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,656 Shares 17,720 Est. Cost $85.73 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $1,639 Shares 45,863 Est. Cost $33.78 Unrealized
NKE NIKE INC 0.1%
Value ($000) $1,633 Shares 25,667 Est. Cost $78.42 Unrealized -8.1%
AMPH AMPHASTAR PHARMACEUTICALS IN 0.1%
Value ($000) $1,617 Shares 55,795 Est. Cost $31.94 Unrealized 0.0%
ALB ALBEMARLE CORP 0.1%
Value ($000) $1,615 Shares 22,310 Est. Cost $110.88 Unrealized -28.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,597 Shares 2 Est. Cost $729330.75 Unrealized 0.0%
DIS DISNEY WALT CO 0.1%
Value ($000) $1,556 Shares 15,764 Est. Cost $121.15 Unrealized -12.3%
LQD ISHARES TR 0.1%
Value ($000) $1,543 Shares 14,197 Est. Cost $106.13 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.1%
Value ($000) $1,540 Shares 9,297 Est. Cost $41.19 Unrealized +19.7%
ORCL ORACLE CORP 0.1%
Value ($000) $1,493 Shares 10,676 Est. Cost $110.64 Unrealized +46.0%
BOXX EA SERIES TRUST 0.1%
Value ($000) $1,472 Shares 13,205 Est. Cost $109.07 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $1,467 Shares 16,861 Est. Cost $104.01 Unrealized -8.0%
PINS PINTEREST INC 0.1%
Value ($000) $1,445 Shares 46,613 Est. Cost $34.23 Unrealized -1.0%
TSLA TESLA INC 0.1%
Value ($000) $1,425 Shares 5,500 Est. Cost $238.38 Unrealized +39.8%
FDX FEDEX CORP 0.1%
Value ($000) $1,425 Shares 5,814 Est. Cost $207.14 Unrealized +22.4%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $1,423 Shares 8,571 Est. Cost $118.65 Unrealized +40.6%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $1,408 Shares 2,750 Est. Cost $424.82 Unrealized +10.6%
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $1,404 Shares 9,715 Est. Cost $134.47 Unrealized 0.0%
FSLR FIRST SOLAR INC 0.1%
Value ($000) $1,393 Shares 11,020 Est. Cost $184.00 Unrealized -15.1%
AIN ALBANY INTL CORP 0.1%
Value ($000) $1,371 Shares 19,776 Est. Cost $76.92 Unrealized -0.6%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $1,366 Shares 24,787 Est. Cost $53.19 Unrealized +1.4%
PEP PEPSICO INC 0.1%
Value ($000) $1,366 Shares 9,108 Est. Cost $157.62 Unrealized -9.0%
URI UNITED RENTALS INC 0.1%
Value ($000) $1,350 Shares 2,154 Est. Cost $219.71 Unrealized +210.5%
FTNT FORTINET INC 0.1%
Value ($000) $1,328 Shares 13,800 Est. Cost $98.24 Unrealized +3.2%
CCI CROWN CASTLE INC 0.1%
Value ($000) $1,266 Shares 12,143 Est. Cost $98.78 Unrealized -9.8%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $1,262 Shares 2,484 Est. Cost $503.17 Unrealized +0.9%
CLS CELESTICA INC 0.1%
Value ($000) $1,260 Shares 15,990 Est. Cost $89.47 Unrealized +18.6%
RDNT RADNET INC 0.1%
Value ($000) $1,249 Shares 25,120 Est. Cost $24.57 Unrealized +140.7%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $1,218 Shares 35,683 Est. Cost $29.36 Unrealized
HOOD ROBINHOOD MKTS INC 0.1%
Value ($000) $1,217 Shares 29,249 Est. Cost $38.44 Unrealized +23.7%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,203 Shares 60,837 Est. Cost $21.25 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $1,197 Shares 6,000 Est. Cost $189.36 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $1,197 Shares 6,000 Est. Cost $189.36 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $1,189 Shares 9,168 Est. Cost $114.15 Unrealized +11.0%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $1,178 Shares 7,005 Est. Cost $128.68 Unrealized +40.5%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $1,177 Shares 8,054 Est. Cost $160.47 Unrealized +5.8%
EBAY EBAY INC. 0.0%
Value ($000) $1,157 Shares 17,086 Est. Cost $41.06 Unrealized +60.0%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $1,146 Shares 13,381 Est. Cost $92.81 Unrealized 0.0%
NET CLOUDFLARE INC 0.0%
Value ($000) $1,136 Shares 10,082 Est. Cost $70.99 Unrealized +86.7%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $1,116 Shares 16,158 Est. Cost $82.37 Unrealized +14.7%
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $1,107 Shares 6,618 Est. Cost $174.35 Unrealized 0.0%
EVRG EVERGY INC 0.0%
Value ($000) $1,102 Shares 15,986 Est. Cost $59.23 Unrealized +6.6%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $1,101 Shares 23,531 Est. Cost $43.19 Unrealized
PTC PTC INC 0.0%
Value ($000) $1,095 Shares 7,070 Est. Cost $149.77 Unrealized +14.8%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $1,094 Shares 6,101 Est. Cost $126.10 Unrealized +48.1%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $1,087 Shares 16,708 Est. Cost $27.70 Unrealized +102.4%
D DOMINION ENERGY INC 0.0%
Value ($000) $1,076 Shares 19,183 Est. Cost $45.13 Unrealized +16.8%
RDVI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,073 Shares 45,250 Est. Cost $23.71 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,059 Shares 6,114 Est. Cost $153.80 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $1,052 Shares 47,463 Est. Cost $17.71 Unrealized +17.7%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $1,048 Shares 11,502 Est. Cost $124.38 Unrealized -16.2%
CVLT COMMVAULT SYS INC 0.0%
Value ($000) $1,044 Shares 6,615 Est. Cost $138.38 Unrealized +18.9%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $1,032 Shares 2,200 Est. Cost $382.39 Unrealized
SFM SPROUTS FMRS MKT INC 0.0%
Value ($000) $1,021 Shares 6,687 Est. Cost $135.58 Unrealized +10.0%
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value ($000) $1,014 Shares 5,599 Est. Cost $158.49 Unrealized +21.2%
ETN EATON CORP PLC 0.0%
Value ($000) $986 Shares 3,626 Est. Cost $321.06 Unrealized -3.9%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $979 Shares 3,640 Est. Cost $212.83 Unrealized +37.4%
ARKK ARK ETF TR 0.0%
Value ($000) $973 Shares 20,441 Est. Cost $56.77 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $969 Shares 23,957 Est. Cost $48.40 Unrealized -2.4%
ISPY PROSHARES TR 0.0%
Value ($000) $966 Shares 22,951 Est. Cost $43.71 Unrealized
TCOM TRIP COM GROUP LTD 0.0%
Value ($000) $962 Shares 15,055 Est. Cost $65.10 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $957 Shares 31,444 Est. Cost $28.34 Unrealized 0.0%
GLD SPDR GOLD TR 0.0%
Value ($000) $952 Shares 3,304 Est. Cost $235.98 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $949 Shares 8,338 Est. Cost $123.53 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $940 Shares 53,444 Est. Cost $18.22 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $937 Shares 2,000 Est. Cost Unrealized
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $933 Shares 1,604 Est. Cost $581.71 Unrealized +7.4%
PULS PGIM ETF TR 0.0%
Value ($000) $926 Shares 18,626 Est. Cost $49.75 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $919 Shares 112,946 Est. Cost $8.17 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $919 Shares 30,948 Est. Cost $22.94 Unrealized +32.3%
BUFR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $916 Shares 30,850 Est. Cost $28.92 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $907 Shares 5,266 Est. Cost $205.23 Unrealized +18.0%
AGX ARGAN INC 0.0%
Value ($000) $893 Shares 6,811 Est. Cost $138.40 Unrealized 0.0%
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $893 Shares 9,373 Est. Cost $86.37 Unrealized 0.0%
AMCOR PLC 0.0%
Value ($000) $882 Shares 90,883 Est. Cost $9.64 Unrealized 0.0%
PVAL PUTNAM ETF TRUST 0.0%
Value ($000) $881 Shares 23,131 Est. Cost $37.34 Unrealized
BYD BOYD GAMING CORP 0.0%
Value ($000) $879 Shares 13,310 Est. Cost $57.94 Unrealized +25.5%
IJH ISHARES TR 0.0%
Value ($000) $877 Shares 15,032 Est. Cost $91.48 Unrealized
BLK BLACKROCK INC 0.0%
Value ($000) $861 Shares 910 Est. Cost $987.84 Unrealized -2.6%
VICI VICI PPTYS INC 0.0%
Value ($000) $860 Shares 26,364 Est. Cost $27.23 Unrealized +7.1%
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $860 Shares 17,228 Est. Cost $50.98 Unrealized
TPG TPG INC 0.0%
Value ($000) $854 Shares 18,000 Est. Cost $62.40 Unrealized -6.6%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $844 Shares 1,696 Est. Cost $433.71 Unrealized +14.0%
EWJ ISHARES INC 0.0%
Value ($000) $838 Shares 12,227 Est. Cost $71.54 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $833 Shares 12,556 Est. Cost $57.65 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $808 Shares 3,177 Est. Cost $295.44 Unrealized -5.9%
FIX COMFORT SYS USA INC 0.0%
Value ($000) $806 Shares 2,500 Est. Cost $424.70 Unrealized -5.3%
ONEQ FIDELITY COMWLTH TR 0.0%
Value ($000) $805 Shares 11,824 Est. Cost $47.93 Unrealized
RCAT RED CAT HLDGS INC 0.0%
Value ($000) $801 Shares 136,268 Est. Cost $8.01 Unrealized 0.0%
TER TERADYNE INC 0.0%
Value ($000) $799 Shares 9,672 Est. Cost $126.27 Unrealized -11.8%
PRK PARK NATL CORP 0.0%
Value ($000) $795 Shares 5,250 Est. Cost $106.18 Unrealized +54.6%
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value ($000) $790 Shares 23,077 Est. Cost $33.83 Unrealized
IRTC IRHYTHM TECHNOLOGIES INC 0.0%
Value ($000) $784 Shares 7,488 Est. Cost $105.91 Unrealized 0.0%
IBB ISHARES TR 0.0%
Value ($000) $781 Shares 6,106 Est. Cost $127.05 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $770 Shares 6,058 Est. Cost $132.76 Unrealized 0.0%
EME EMCOR GROUP INC 0.0%
Value ($000) $767 Shares 2,076 Est. Cost $402.38 Unrealized +7.3%
XRMI GLOBAL X FDS 0.0%
Value ($000) $745 Shares 40,375 Est. Cost $18.44 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $742 Shares 10,243 Est. Cost $75.96 Unrealized -5.8%
SSO PROSHARES TR 0.0%
Value ($000) $737 Shares 8,880 Est. Cost $71.11 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $736 Shares 2,727 Est. Cost $194.33 Unrealized +32.2%
RTX RTX CORPORATION 0.0%
Value ($000) $730 Shares 5,510 Est. Cost $92.26 Unrealized +35.2%
DJIA GLOBAL X FDS 0.0%
Value ($000) $726 Shares 32,891 Est. Cost $22.07 Unrealized
APP APPLOVIN CORP 0.0%
Value ($000) $722 Shares 2,724 Est. Cost $267.60 Unrealized +28.8%
PSN PARSONS CORP DEL 0.0%
Value ($000) $709 Shares 11,970 Est. Cost $72.41 Unrealized 0.0%
PSFE PAYSAFE LIMITED 0.0%
Value ($000) $694 Shares 44,201 Est. Cost $18.16 Unrealized 0.0%
AMBA AMBARELLA INC 0.0%
Value ($000) $680 Shares 13,506 Est. Cost $56.22 Unrealized +21.8%
MASI MASIMO CORP 0.0%
Value ($000) $678 Shares 4,070 Est. Cost $116.03 Unrealized +49.5%
OSIS OSI SYSTEMS INC 0.0%
Value ($000) $673 Shares 3,462 Est. Cost $158.52 Unrealized +20.2%
OBDC BLUE OWL CAPITAL CORPORATION 0.0%
Value ($000) $672 Shares 44,785 Est. Cost $12.74 Unrealized +5.4%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $666 Shares 1,211 Est. Cost $558.87 Unrealized 0.0%
LC LENDINGCLUB CORP 0.0%
Value ($000) $665 Shares 64,459 Est. Cost $11.35 Unrealized +18.1%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $665 Shares 9,265 Est. Cost $51.77 Unrealized +42.4%
AOM ISHARES TR 0.0%
Value ($000) $663 Shares 15,111 Est. Cost $40.17 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $662 Shares 2,343 Est. Cost $339.19 Unrealized +0.7%
SO SOUTHERN CO 0.0%
Value ($000) $662 Shares 7,197 Est. Cost $80.42 Unrealized +4.6%
SNPS SYNOPSYS INC 0.0%
Value ($000) $661 Shares 1,541 Est. Cost $520.04 Unrealized -6.6%
TDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $637 Shares 8,656 Est. Cost $76.02 Unrealized
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $637 Shares 33,160 Est. Cost $18.77 Unrealized +7.5%
IJR ISHARES TR 0.0%
Value ($000) $625 Shares 5,973 Est. Cost $98.41 Unrealized
XSLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $618 Shares 13,389 Est. Cost $44.30 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $613 Shares 3,104 Est. Cost $166.54 Unrealized
ROCKET LAB USA INC 0.0%
Value ($000) $603 Shares 33,717 Est. Cost $17.88 Unrealized
OII OCEANEERING INTL INC 0.0%
Value ($000) $596 Shares 27,341 Est. Cost $24.90 Unrealized -4.7%
EATON VANCE TAX-MANAGED BUY- 0.0%
Value ($000) $587 Shares 44,436 Est. Cost $13.64 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $583 Shares 958 Est. Cost $462.61 Unrealized +40.2%
GE GE AEROSPACE 0.0%
Value ($000) $579 Shares 2,890 Est. Cost $141.52 Unrealized +38.3%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $578 Shares 8,209 Est. Cost $102.91 Unrealized
HGV HILTON GRAND VACATIONS INC 0.0%
Value ($000) $578 Shares 15,451 Est. Cost $50.41 Unrealized -20.9%
BXSL BLACKSTONE SECD LENDING FD 0.0%
Value ($000) $573 Shares 17,702 Est. Cost $25.51 Unrealized +16.2%
LUNR INTUITIVE MACHINES INC 0.0%
Value ($000) $571 Shares 76,635 Est. Cost $15.72 Unrealized 0.0%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $560 Shares 4,274 Est. Cost $127.82 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $559 Shares 12,145 Est. Cost $64.98 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $558 Shares 7,468 Est. Cost $125.43 Unrealized -41.3%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $556 Shares 10,944 Est. Cost $50.96 Unrealized
QRMI GLOBAL X FDS 0.0%
Value ($000) $548 Shares 32,939 Est. Cost $16.64 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $547 Shares 1,900 Est. Cost $235.98 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $547 Shares 1,900 Est. Cost $235.98 Unrealized
BNL BROADSTONE NET LEASE INC 0.0%
Value ($000) $540 Shares 31,146 Est. Cost $15.96 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $532 Shares 2,176 Est. Cost $214.22 Unrealized
IGEB ISHARES TR 0.0%
Value ($000) $531 Shares 11,800 Est. Cost $44.70 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $523 Shares 6,200 Est. Cost $80.75 Unrealized +8.8%
XYZ BLOCK INC 0.0%
Value ($000) $514 Shares 9,469 Est. Cost $114.45 Unrealized -34.8%
UNP UNION PAC CORP 0.0%
Value ($000) $511 Shares 2,162 Est. Cost $196.65 Unrealized +19.8%
IGM ISHARES TR 0.0%
Value ($000) $509 Shares 5,618 Est. Cost $101.90 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $509 Shares 2,731 Est. Cost $175.99 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $508 Shares 1,472 Est. Cost $223.08 Unrealized +40.4%
GEV GE VERNOVA INC 0.0%
Value ($000) $508 Shares 1,663 Est. Cost $168.25 Unrealized +106.9%
TOST TOAST INC 0.0%
Value ($000) $507 Shares 15,270 Est. Cost $37.44 Unrealized 0.0%
BRKR BRUKER CORP 0.0%
Value ($000) $506 Shares 12,129 Est. Cost $59.13 Unrealized -12.4%
FALN ISHARES TR 0.0%
Value ($000) $504 Shares 18,823 Est. Cost $27.26 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $504 Shares 7,000 Est. Cost $78.83 Unrealized
HIMS HIMS & HERS HEALTH INC 0.0%
Value ($000) $502 Shares 17,000 Est. Cost $37.15 Unrealized 0.0%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $491 Shares 3,430 Est. Cost $142.29 Unrealized +11.1%
RBLX ROBLOX CORP 0.0%
Value ($000) $487 Shares 8,347 Est. Cost $55.99 Unrealized +12.3%
VMC VULCAN MATLS CO 0.0%
Value ($000) $478 Shares 2,048 Est. Cost $230.79 Unrealized +9.3%
CCL CARNIVAL CORP 0.0%
Value ($000) $473 Shares 24,216 Est. Cost $23.78 Unrealized 0.0%
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $472 Shares 4,177 Est. Cost $116.02 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $468 Shares 1,500 Est. Cost $325.15 Unrealized +7.5%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $468 Shares 1,500 Est. Cost $325.15 Unrealized +7.5%
DOW DOW INC 0.0%
Value ($000) $467 Shares 13,385 Est. Cost $44.34 Unrealized -18.9%
SBRA SABRA HEALTH CARE REIT INC 0.0%
Value ($000) $465 Shares 26,633 Est. Cost $11.77 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $461 Shares 21,415 Est. Cost $21.53 Unrealized
OUST OUSTER INC 0.0%
Value ($000) $448 Shares 49,892 Est. Cost $9.87 Unrealized 0.0%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $443 Shares 4,897 Est. Cost $85.62 Unrealized
IDLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $441 Shares 14,527 Est. Cost $27.52 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $438 Shares 4,172 Est. Cost $100.27 Unrealized -3.5%
USHY ISHARES TR 0.0%
Value ($000) $432 Shares 11,735 Est. Cost $36.81 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $429 Shares 2,091 Est. Cost $216.97 Unrealized 0.0%
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $428 Shares 12,509 Est. Cost $37.01 Unrealized +2.5%
HYLS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $427 Shares 10,400 Est. Cost $41.41 Unrealized
PD PAGERDUTY INC 0.0%
Value ($000) $427 Shares 23,359 Est. Cost $19.62 Unrealized -6.5%
SPYG SPDR SER TR 0.0%
Value ($000) $425 Shares 5,283 Est. Cost $62.40 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $424 Shares 5,786 Est. Cost $56.04 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $423 Shares 5,597 Est. Cost $70.28 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $421 Shares 5,978 Est. Cost $77.56 Unrealized +3.2%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $419 Shares 1,199 Est. Cost $330.44 Unrealized +5.4%
AUSF GLOBAL X FDS 0.0%
Value ($000) $416 Shares 9,529 Est. Cost $42.85 Unrealized
RIVERNORTH FLEXIBLE MUN INCO 0.0%
Value ($000) $414 Shares 28,000 Est. Cost $15.84 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $409 Shares 8,002 Est. Cost $50.88 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $408 Shares 1,619 Est. Cost $249.93 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $398 Shares 9,651 Est. Cost $34.50 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $397 Shares 4,010 Est. Cost $97.25 Unrealized
FICO FAIR ISAAC CORP 0.0%
Value ($000) $393 Shares 213 Est. Cost $1998.58 Unrealized -7.3%
DGRO ISHARES TR 0.0%
Value ($000) $383 Shares 6,193 Est. Cost $50.30 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $378 Shares 900 Est. Cost $383.35 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $378 Shares 4,758 Est. Cost $108.24 Unrealized 0.0%
MSFT MICROSOFT CORP 0.0%
Value ($000) $375 Shares 1,000 Est. Cost $301.01 Unrealized +34.6%
ZTS ZOETIS INC 0.0%
Value ($000) $371 Shares 2,252 Est. Cost $176.35 Unrealized -6.7%
RXRX RECURSION PHARMACEUTICALS IN 0.0%
Value ($000) $370 Shares 69,961 Est. Cost $7.55 Unrealized -3.4%
IGSB ISHARES TR 0.0%
Value ($000) $369 Shares 7,044 Est. Cost $52.44 Unrealized
JPM JPMORGAN CHASE & CO. 0.0%
Value ($000) $368 Shares 1,500 Est. Cost $144.25 Unrealized +73.9%
JPM JPMORGAN CHASE & CO. 0.0%
Value ($000) $368 Shares 1,500 Est. Cost $144.25 Unrealized +73.9%
VDE VANGUARD WORLD FD 0.0%
Value ($000) $365 Shares 2,813 Est. Cost $94.79 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $365 Shares 5,597 Est. Cost $60.65 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $359 Shares 1,740 Est. Cost $233.26 Unrealized 0.0%
GKOS GLAUKOS CORP 0.0%
Value ($000) $358 Shares 3,639 Est. Cost $89.35 Unrealized +49.3%
MANAGED PORTFOLIO SERIES 0.0%
Value ($000) $355 Shares 9,750 Est. Cost $36.37 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $354 Shares 1,135 Est. Cost $325.15 Unrealized +7.5%
TLT ISHARES TR 0.0%
Value ($000) $354 Shares 3,886 Est. Cost $89.49 Unrealized
EELV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $343 Shares 14,137 Est. Cost $22.88 Unrealized
PATH UIPATH INC 0.0%
Value ($000) $337 Shares 32,706 Est. Cost $23.09 Unrealized -44.3%
JNK SPDR SER TR 0.0%
Value ($000) $328 Shares 3,445 Est. Cost $99.27 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $328 Shares 4,460 Est. Cost $71.93 Unrealized
PYLD PIMCO ETF TR 0.0%
Value ($000) $325 Shares 12,349 Est. Cost $26.07 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $324 Shares 3,501 Est. Cost $92.52 Unrealized
TXG 10X GENOMICS INC 0.0%
Value ($000) $324 Shares 37,068 Est. Cost $12.61 Unrealized 0.0%
ALAB ASTERA LABS INC 0.0%
Value ($000) $319 Shares 5,348 Est. Cost $92.51 Unrealized 0.0%
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $318 Shares 2,730 Est. Cost $114.81 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $317 Shares 849 Est. Cost $334.16 Unrealized +12.8%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $314 Shares 12,547 Est. Cost $44.13 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $314 Shares 12,684 Est. Cost $25.82 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $312 Shares 1,000 Est. Cost $270.05 Unrealized +8.5%
MCD MCDONALDS CORP 0.0%
Value ($000) $312 Shares 1,000 Est. Cost $270.05 Unrealized +8.5%
IHI ISHARES TR 0.0%
Value ($000) $305 Shares 5,070 Est. Cost $56.39 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $302 Shares 8,861 Est. Cost $60.79 Unrealized -30.3%
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $300 Shares 14,831 Est. Cost $20.41 Unrealized
GLW CORNING INC 0.0%
Value ($000) $300 Shares 6,550 Est. Cost $34.06 Unrealized +42.6%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $299 Shares 25,677 Est. Cost $9.62 Unrealized +49.8%
KR KROGER CO 0.0%
Value ($000) $297 Shares 4,393 Est. Cost $51.41 Unrealized +21.1%
GM GENERAL MTRS CO 0.0%
Value ($000) $295 Shares 6,279 Est. Cost $46.25 Unrealized +5.5%
ALL ALLSTATE CORP 0.0%
Value ($000) $293 Shares 1,408 Est. Cost $126.15 Unrealized +51.6%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $290 Shares 2,500 Est. Cost $117.28 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $290 Shares 3,456 Est. Cost $74.91 Unrealized +10.2%
IWD ISHARES TR 0.0%
Value ($000) $288 Shares 1,531 Est. Cost $163.52 Unrealized
TWST TWIST BIOSCIENCE CORP 0.0%
Value ($000) $288 Shares 7,328 Est. Cost $47.55 Unrealized -5.3%
NDAQ NASDAQ INC 0.0%
Value ($000) $286 Shares 3,770 Est. Cost $68.02 Unrealized +14.4%
NIO NIO INC 0.0%
Value ($000) $284 Shares 74,662 Est. Cost $27.23 Unrealized
EFAV ISHARES TR 0.0%
Value ($000) $284 Shares 3,639 Est. Cost $66.68 Unrealized
BUCK SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $280 Shares 11,354 Est. Cost $24.68 Unrealized
RSPN INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $279 Shares 5,700 Est. Cost $45.47 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $277 Shares 4,631 Est. Cost $54.80 Unrealized
SHYG ISHARES TR 0.0%
Value ($000) $276 Shares 6,501 Est. Cost $41.71 Unrealized
RIVERNORTH FLEXIBLE MUNI INC 0.0%
Value ($000) $275 Shares 20,500 Est. Cost $13.98 Unrealized
BIL SPDR SER TR 0.0%
Value ($000) $273 Shares 2,979 Est. Cost $91.81 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $273 Shares 4,183 Est. Cost $85.93 Unrealized -9.6%
KKR KKR & CO INC 0.0%
Value ($000) $272 Shares 2,350 Est. Cost $35.76 Unrealized +282.8%
BLACKROCK MUNIHLDNGS CALI QL 0.0%
Value ($000) $272 Shares 25,237 Est. Cost $10.64 Unrealized
MGV VANGUARD WORLD FD 0.0%
Value ($000) $271 Shares 2,103 Est. Cost $128.85 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $270 Shares 24,214 Est. Cost $11.17 Unrealized
POWA INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $270 Shares 3,289 Est. Cost $82.14 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $269 Shares 2,108 Est. Cost $99.62 Unrealized +39.0%
AVA AVISTA CORP 0.0%
Value ($000) $266 Shares 6,344 Est. Cost $32.95 Unrealized +10.1%
NUE NUCOR CORP 0.0%
Value ($000) $265 Shares 2,200 Est. Cost $131.33 Unrealized -3.5%
MSFT MICROSOFT CORP 0.0%
Value ($000) $263 Shares 700 Est. Cost $301.01 Unrealized +34.6%
F FORD MTR CO 0.0%
Value ($000) $262 Shares 26,135 Est. Cost $10.38 Unrealized -11.0%
ZM ZOOM COMMUNICATIONS INC 0.0%
Value ($000) $261 Shares 3,544 Est. Cost $79.69 Unrealized 0.0%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $259 Shares 13,252 Est. Cost $19.58 Unrealized -3.4%
CI THE CIGNA GROUP 0.0%
Value ($000) $258 Shares 786 Est. Cost $295.68 Unrealized 0.0%
SR SPIRE INC 0.0%
Value ($000) $258 Shares 3,264 Est. Cost $79.04 Unrealized
COWZ PACER FDS TR 0.0%
Value ($000) $257 Shares 4,699 Est. Cost $55.25 Unrealized
UVV UNIVERSAL CORP VA 0.0%
Value ($000) $257 Shares 4,585 Est. Cost $51.96 Unrealized +2.6%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $256 Shares 3,632 Est. Cost $85.72 Unrealized -19.7%
NWE NORTHWESTERN ENERGY GROUP IN 0.0%
Value ($000) $254 Shares 4,381 Est. Cost $46.58 Unrealized +11.8%
EXE EXPAND ENERGY CORPORATION 0.0%
Value ($000) $253 Shares 2,276 Est. Cost $101.00 Unrealized 0.0%
RACE FERRARI N V 0.0%
Value ($000) $253 Shares 591 Est. Cost $418.83 Unrealized +7.4%
AIRR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $252 Shares 3,700 Est. Cost $74.96 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $249 Shares 998 Est. Cost $220.67 Unrealized +13.6%
NWN NORTHWEST NAT HLDG CO 0.0%
Value ($000) $249 Shares 5,818 Est. Cost $37.02 Unrealized +10.1%
CME CME GROUP INC 0.0%
Value ($000) $248 Shares 933 Est. Cost $219.66 Unrealized +10.4%
BUFQ FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $246 Shares 8,250 Est. Cost $29.62 Unrealized
UGI UGI CORP NEW 0.0%
Value ($000) $245 Shares 7,326 Est. Cost $31.68 Unrealized 0.0%
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value ($000) $241 Shares 182 Est. Cost $443.26 Unrealized 0.0%
IUSG ISHARES TR 0.0%
Value ($000) $237 Shares 1,866 Est. Cost $104.10 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $236 Shares 1,063 Est. Cost $240.28 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $235 Shares 1,942 Est. Cost $131.33 Unrealized -3.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $234 Shares 500 Est. Cost Unrealized
HPQ HP INC 0.0%
Value ($000) $233 Shares 8,335 Est. Cost $30.36 Unrealized 0.0%
TGTX TG THERAPEUTICS INC 0.0%
Value ($000) $233 Shares 5,900 Est. Cost $33.65 Unrealized 0.0%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $231 Shares 2,925 Est. Cost $78.94 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $230 Shares 18,463 Est. Cost $13.49 Unrealized -6.7%
ZS ZSCALER INC 0.0%
Value ($000) $229 Shares 1,156 Est. Cost $199.27 Unrealized 0.0%
SHY ISHARES TR 0.0%
Value ($000) $228 Shares 2,757 Est. Cost $82.92 Unrealized
WSBC WESBANCO INC 0.0%
Value ($000) $228 Shares 7,279 Est. Cost $33.39 Unrealized 0.0%
CPRT COPART INC 0.0%
Value ($000) $226 Shares 3,995 Est. Cost $51.48 Unrealized +9.3%
NTRA NATERA INC 0.0%
Value ($000) $222 Shares 1,573 Est. Cost $160.74 Unrealized 0.0%
CB CHUBB LIMITED 0.0%
Value ($000) $222 Shares 733 Est. Cost $276.25 Unrealized 0.0%
APPF APPFOLIO INC 0.0%
Value ($000) $220 Shares 1,000 Est. Cost $215.65 Unrealized +6.4%
PTCT PTC THERAPEUTICS INC 0.0%
Value ($000) $217 Shares 4,250 Est. Cost $49.90 Unrealized 0.0%
RDDT REDDIT INC 0.0%
Value ($000) $216 Shares 2,058 Est. Cost $109.95 Unrealized +50.3%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $215 Shares 9,738 Est. Cost $22.08 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $215 Shares 583 Est. Cost $357.69 Unrealized 0.0%
SPYD SPDR SER TR 0.0%
Value ($000) $215 Shares 4,852 Est. Cost $43.24 Unrealized
COLUMBIA SELIGM PREM TECH GR 0.0%
Value ($000) $212 Shares 7,577 Est. Cost $32.60 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $212 Shares 2,968 Est. Cost $66.02 Unrealized 0.0%
AIZ ASSURANT INC 0.0%
Value ($000) $210 Shares 1,000 Est. Cost $204.34 Unrealized +0.8%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $209 Shares 1,146 Est. Cost $175.97 Unrealized -2.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $209 Shares 2,945 Est. Cost $68.66 Unrealized 0.0%
FIBK FIRST INTST BANCSYSTEM INC 0.0%
Value ($000) $207 Shares 7,227 Est. Cost $23.65 Unrealized +22.6%
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $206 Shares 4,076 Est. Cost $50.47 Unrealized
RMD RESMED INC 0.0%
Value ($000) $203 Shares 907 Est. Cost $238.33 Unrealized -2.8%
COKE COCA COLA CONS INC 0.0%
Value ($000) $203 Shares 150 Est. Cost $133.33 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $202 Shares 2,201 Est. Cost $109.05 Unrealized -7.7%
SLV ISHARES SILVER TR 0.0%
Value ($000) $202 Shares 6,508 Est. Cost $30.99 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $202 Shares 377 Est. Cost $534.79 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $200 Shares 900 Est. Cost $139.00 Unrealized +66.0%
AMZN AMAZON COM INC 0.0%
Value ($000) $190 Shares 1,000 Est. Cost $138.32 Unrealized +56.9%
ABBV ABBVIE INC 0.0%
Value ($000) $189 Shares 900 Est. Cost $147.59 Unrealized +28.3%
ABBV ABBVIE INC 0.0%
Value ($000) $189 Shares 900 Est. Cost $147.59 Unrealized +28.3%
GOOGL ALPHABET INC 0.0%
Value ($000) $186 Shares 1,200 Est. Cost $141.10 Unrealized +28.1%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $171 Shares 11,300 Est. Cost $15.53 Unrealized 0.0%
AVGO BROADCOM INC 0.0%
Value ($000) $167 Shares 1,000 Est. Cost $155.85 Unrealized +34.6%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $160 Shares 1,710 Est. Cost $87.83 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $151 Shares 4,100 Est. Cost $39.01 Unrealized -10.2%
TGT TARGET CORP 0.0%
Value ($000) $146 Shares 1,400 Est. Cost $123.35 Unrealized -2.5%
TGT TARGET CORP 0.0%
Value ($000) $146 Shares 1,400 Est. Cost $123.35 Unrealized -2.5%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $136 Shares 500 Est. Cost $285.81 Unrealized -10.5%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $136 Shares 500 Est. Cost $285.81 Unrealized -10.5%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $134 Shares 1,300 Est. Cost $145.41 Unrealized -23.5%
ABT ABBOTT LABS 0.0%
Value ($000) $133 Shares 1,000 Est. Cost $107.92 Unrealized +16.3%
ABT ABBOTT LABS 0.0%
Value ($000) $133 Shares 1,000 Est. Cost $107.92 Unrealized +16.3%
DAWN DAY ONE BIOPHARMACEUTICALS I 0.0%
Value ($000) $125 Shares 15,750 Est. Cost $14.60 Unrealized -26.2%
BA BOEING CO 0.0%
Value ($000) $119 Shares 700 Est. Cost $199.66 Unrealized -13.3%
SNAP SNAP INC 0.0%
Value ($000) $109 Shares 12,492 Est. Cost $20.52 Unrealized -49.2%
CALAMOS CONV & HIGH INCOME F 0.0%
Value ($000) $101 Shares 10,000 Est. Cost $11.81 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $95 Shares 500 Est. Cost $138.32 Unrealized +56.9%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $94 Shares 1,000 Est. Cost $87.83 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $94 Shares 1,000 Est. Cost $87.83 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $93 Shares 1,000 Est. Cost $85.73 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $93 Shares 1,000 Est. Cost $85.73 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $91 Shares 1,000 Est. Cost $89.49 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $91 Shares 1,000 Est. Cost $89.49 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $91 Shares 2,000 Est. Cost $36.91 Unrealized +7.2%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $91 Shares 2,000 Est. Cost $36.91 Unrealized +7.2%
PEP PEPSICO INC 0.0%
Value ($000) $90 Shares 600 Est. Cost $157.62 Unrealized -9.0%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $87 Shares 1,000 Est. Cost $66.45 Unrealized +14.6%
FFWM FIRST FNDTN INC 0.0%
Value ($000) $85 Shares 16,283 Est. Cost $5.10 Unrealized +5.1%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $83 Shares 500 Est. Cost $148.26 Unrealized +2.8%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $83 Shares 600 Est. Cost $125.89 Unrealized 0.0%
TCPC BLACKROCK TCP CAPITAL CORP 0.0%
Value ($000) $80 Shares 10,000 Est. Cost $11.05 Unrealized -21.6%
TMUS T-MOBILE US INC 0.0%
Value ($000) $80 Shares 300 Est. Cost $147.00 Unrealized +65.3%
NIO NIO INC 0.0%
Value ($000) $76 Shares 20,000 Est. Cost $27.23 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $74 Shares 600 Est. Cost $96.68 Unrealized +16.8%
PENNYMAC CORP 0.0%
Value ($000) $74 Shares 75,000 Est. Cost $0.95 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $74 Shares 600 Est. Cost $119.26 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $74 Shares 2,000 Est. Cost $39.01 Unrealized -10.2%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $73 Shares 500 Est. Cost $135.71 Unrealized +22.8%
MET METLIFE INC 0.0%
Value ($000) $72 Shares 900 Est. Cost $72.21 Unrealized +12.4%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $69 Shares 1,000 Est. Cost $102.91 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $69 Shares 1,000 Est. Cost $102.91 Unrealized
BA BOEING CO 0.0%
Value ($000) $68 Shares 400 Est. Cost $199.66 Unrealized -13.3%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $66 Shares 500 Est. Cost $132.16 Unrealized -2.1%
STT STATE STR CORP 0.0%
Value ($000) $63 Shares 700 Est. Cost $92.75 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $59 Shares 700 Est. Cost $80.75 Unrealized +8.8%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $58 Shares 400 Est. Cost $142.49 Unrealized
CRDF CARDIFF ONCOLOGY INC 0.0%
Value ($000) $58 Shares 18,500 Est. Cost $3.95 Unrealized 0.0%
CHRS COHERUS BIOSCIENCES INC 0.0%
Value ($000) $56 Shares 69,000 Est. Cost $5.53 Unrealized -79.2%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $55 Shares 900 Est. Cost $52.58 Unrealized +5.5%
TMUS T-MOBILE US INC 0.0%
Value ($000) $53 Shares 200 Est. Cost $147.00 Unrealized +65.3%
RBLX ROBLOX CORP 0.0%
Value ($000) $52 Shares 900 Est. Cost $55.99 Unrealized +12.3%
RDDT REDDIT INC 0.0%
Value ($000) $52 Shares 500 Est. Cost $109.95 Unrealized +50.3%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $48 Shares 200 Est. Cost $250.13 Unrealized +7.7%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $46 Shares 1,100 Est. Cost $38.44 Unrealized +23.7%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $45 Shares 100 Est. Cost $428.16 Unrealized +4.7%
WMT WALMART INC 0.0%
Value ($000) $44 Shares 500 Est. Cost $59.42 Unrealized +56.4%
WMT WALMART INC 0.0%
Value ($000) $44 Shares 500 Est. Cost $59.42 Unrealized +56.4%
EEM ISHARES TR 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $42.25 Unrealized
DAWN DAY ONE BIOPHARMACEUTICALS I 0.0%
Value ($000) $44 Shares 5,500 Est. Cost $14.60 Unrealized -26.2%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $41 Shares 3,500 Est. Cost $9.62 Unrealized +49.8%
SMRT SMARTRENT INC 0.0%
Value ($000) $40 Shares 32,943 Est. Cost $1.56 Unrealized -10.3%
OSIS OSI SYSTEMS INC 0.0%
Value ($000) $39 Shares 200 Est. Cost $158.52 Unrealized +20.2%
NGD NEW GOLD INC CDA 0.0%
Value ($000) $37 Shares 10,000 Est. Cost $2.96 Unrealized 0.0%
PTCT PTC THERAPEUTICS INC 0.0%
Value ($000) $36 Shares 700 Est. Cost $49.90 Unrealized 0.0%
VERRICA PHARMACEUTICALS INC 0.0%
Value ($000) $34 Shares 76,000 Est. Cost $15.58 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $31 Shares 900 Est. Cost $37.01 Unrealized +2.5%
IBRX IMMUNITYBIO INC 0.0%
Value ($000) $31 Shares 10,200 Est. Cost $6.01 Unrealized -49.6%
LUCID GROUP INC 0.0%
Value ($000) $31 Shares 12,665 Est. Cost $2.42 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $30 Shares 500 Est. Cost $52.58 Unrealized +5.5%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $30 Shares 111 Est. Cost $285.81 Unrealized -10.5%
GNLX GENELUX CORPORATION 0.0%
Value ($000) $29 Shares 10,895 Est. Cost $25.34 Unrealized -85.2%
CRM SALESFORCE INC 0.0%
Value ($000) $27 Shares 100 Est. Cost $213.72 Unrealized +44.6%
APP APPLOVIN CORP 0.0%
Value ($000) $26 Shares 100 Est. Cost $267.60 Unrealized +28.8%
PLUG PLUG POWER INC 0.0%
Value ($000) $21 Shares 15,288 Est. Cost $1.90 Unrealized 0.0%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $19 Shares 400 Est. Cost $43.19 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $17 Shares 100 Est. Cost $155.98 Unrealized +18.5%
KNDI KANDI TECHNOLOGIES GROUP INC 0.0%
Value ($000) $14 Shares 10,000 Est. Cost $2.20 Unrealized -41.5%
NRDY NERDY INC 0.0%
Value ($000) $14 Shares 10,000 Est. Cost $1.24 Unrealized +35.6%
INTC INTEL CORP 0.0%
Value ($000) $11 Shares 500 Est. Cost $32.42 Unrealized -32.5%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $65.75 Unrealized +9.6%