SteelPeak Wealth, LLC Diversified Active

CIK: 0001801868 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 23, 2025

Total Value ($000): $2,588,027 (99.1% shares, 0.9% debt)

Holdings (565)

AAPL APPLE INC 6.3%
Value ($000) $162,886 Shares 793,906 Est. Cost $139.00 Unrealized +44.9%
NVDA NVIDIA CORPORATION 4.1%
Value ($000) $104,953 Shares 664,258 Est. Cost $95.79 Unrealized +31.3%
AMZN AMAZON COM INC 3.3%
Value ($000) $85,082 Shares 387,812 Est. Cost $138.32 Unrealized +43.1%
MSFT MICROSOFT CORP 2.7%
Value ($000) $69,832 Shares 140,391 Est. Cost $301.01 Unrealized +43.6%
QQQ INVESCO QQQ TR 2.6%
Value ($000) $68,549 Shares 124,176 Est. Cost $441.04 Unrealized
META META PLATFORMS INC 2.5%
Value ($000) $65,969 Shares 89,378 Est. Cost $339.54 Unrealized +81.6%
SPY SPDR S&P 500 ETF TR 2.3%
Value ($000) $60,183 Shares 97,132 Est. Cost $423.48 Unrealized
IUSB ISHARES TR 2.1%
Value ($000) $55,492 Shares 1,200,349 Est. Cost $47.35 Unrealized
GOOGL ALPHABET INC 2.1%
Value ($000) $53,263 Shares 302,238 Est. Cost $141.10 Unrealized +15.7%
TSLA TESLA INC 1.6%
Value ($000) $40,855 Shares 128,612 Est. Cost $238.38 Unrealized +26.4%
AMGN AMGEN INC 1.5%
Value ($000) $40,008 Shares 143,292 Est. Cost $280.61 Unrealized -1.0%
AMD ADVANCED MICRO DEVICES INC 1.5%
Value ($000) $38,522 Shares 271,473 Est. Cost $144.18 Unrealized -24.5%
AVGO BROADCOM INC 1.4%
Value ($000) $37,096 Shares 134,578 Est. Cost $155.85 Unrealized +38.5%
QUAL ISHARES TR 1.4%
Value ($000) $36,045 Shares 197,159 Est. Cost $140.10 Unrealized
NFLX NETFLIX INC 1.4%
Value ($000) $35,883 Shares 26,796 Est. Cost $54.93 Unrealized +105.8%
IVV ISHARES TR 1.4%
Value ($000) $35,881 Shares 57,789 Est. Cost $439.09 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 1.4%
Value ($000) $34,985 Shares 256,636 Est. Cost $80.75 Unrealized +45.2%
CSCO CISCO SYS INC 1.3%
Value ($000) $33,499 Shares 482,835 Est. Cost $46.37 Unrealized +30.2%
EFV ISHARES TR 1.3%
Value ($000) $32,909 Shares 518,416 Est. Cost $57.86 Unrealized
IVW ISHARES TR 1.2%
Value ($000) $32,241 Shares 292,831 Est. Cost $84.98 Unrealized
DYNF BLACKROCK ETF TRUST 1.2%
Value ($000) $30,810 Shares 565,738 Est. Cost $45.22 Unrealized
QCOM QUALCOMM INC 1.1%
Value ($000) $28,584 Shares 179,479 Est. Cost $145.70 Unrealized -0.5%
IVE ISHARES TR 1.1%
Value ($000) $27,701 Shares 141,750 Est. Cost $188.81 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 1.0%
Value ($000) $27,054 Shares 61,227 Est. Cost $392.69 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $25,506 Shares 589,462 Est. Cost $38.59 Unrealized +8.4%
TMUS T-MOBILE US INC 0.9%
Value ($000) $24,217 Shares 101,642 Est. Cost $155.05 Unrealized +55.7%
TXN TEXAS INSTRS INC 0.9%
Value ($000) $23,878 Shares 115,008 Est. Cost $166.09 Unrealized +4.9%
IEMG ISHARES INC 0.9%
Value ($000) $22,588 Shares 376,279 Est. Cost $55.90 Unrealized
LIN LINDE PLC 0.8%
Value ($000) $21,421 Shares 45,655 Est. Cost $446.42 Unrealized +1.3%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $20,583 Shares 143,748 Est. Cost $142.53 Unrealized -3.9%
IWM ISHARES TR 0.8%
Value ($000) $20,202 Shares 93,620 Est. Cost $192.20 Unrealized
JPM JPMORGAN CHASE & CO. 0.7%
Value ($000) $19,036 Shares 65,660 Est. Cost $144.25 Unrealized +75.2%
CMCSA COMCAST CORP NEW 0.7%
Value ($000) $17,825 Shares 499,436 Est. Cost $37.32 Unrealized -9.1%
ISRG INTUITIVE SURGICAL INC 0.7%
Value ($000) $17,731 Shares 32,629 Est. Cost $474.91 Unrealized +10.1%
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $17,220 Shares 17,395 Est. Cost $858.18 Unrealized +15.4%
SPYV SPDR SERIES TRUST 0.6%
Value ($000) $16,812 Shares 321,207 Est. Cost $47.15 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $16,392 Shares 107,316 Est. Cost $148.49 Unrealized +1.6%
TLH ISHARES TR 0.6%
Value ($000) $15,458 Shares 152,147 Est. Cost $103.09 Unrealized
MBB ISHARES TR 0.6%
Value ($000) $15,330 Shares 163,271 Est. Cost $96.08 Unrealized
PEP PEPSICO INC 0.6%
Value ($000) $14,408 Shares 109,118 Est. Cost $133.25 Unrealized -1.7%
FTEC FIDELITY COVINGTON TRUST 0.5%
Value ($000) $14,173 Shares 71,864 Est. Cost $197.22 Unrealized
INTU INTUIT 0.5%
Value ($000) $14,134 Shares 17,945 Est. Cost $503.76 Unrealized +33.9%
EFG ISHARES TR 0.5%
Value ($000) $13,973 Shares 124,761 Est. Cost $95.26 Unrealized
THRO BLACKROCK ETF TRUST 0.5%
Value ($000) $13,472 Shares 378,627 Est. Cost $35.58 Unrealized
ASTH ASTRANA HEALTH INC 0.5%
Value ($000) $13,390 Shares 538,176 Est. Cost $43.52 Unrealized -35.3%
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $13,376 Shares 45,375 Est. Cost $179.90 Unrealized +41.1%
OEF ISHARES TR 0.5%
Value ($000) $13,241 Shares 43,506 Est. Cost $283.21 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.5%
Value ($000) $13,056 Shares 168,684 Est. Cost $52.98 Unrealized +17.6%
GOOG ALPHABET INC 0.5%
Value ($000) $13,012 Shares 73,350 Est. Cost $112.83 Unrealized +46.1%
BINC BLACKROCK ETF TRUST II 0.5%
Value ($000) $12,968 Shares 245,419 Est. Cost $52.92 Unrealized
HON HONEYWELL INTL INC 0.5%
Value ($000) $11,729 Shares 50,366 Est. Cost $193.07 Unrealized +3.4%
RIO RIO TINTO PLC 0.5%
Value ($000) $11,723 Shares 200,970 Est. Cost $58.81 Unrealized
EFA ISHARES TR 0.4%
Value ($000) $11,576 Shares 129,501 Est. Cost $73.32 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $11,570 Shares 72,624 Est. Cost $148.88 Unrealized +8.0%
KO COCA COLA CO 0.4%
Value ($000) $11,036 Shares 154,895 Est. Cost $61.50 Unrealized +13.5%
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $11,025 Shares 99,437 Est. Cost $94.95 Unrealized +9.9%
T AT&T INC 0.4%
Value ($000) $10,681 Shares 369,061 Est. Cost $16.04 Unrealized +68.1%
IYW ISHARES TR 0.4%
Value ($000) $10,517 Shares 60,698 Est. Cost $103.61 Unrealized
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $10,363 Shares 14,642 Est. Cost $402.36 Unrealized +42.1%
XLP SELECT SECTOR SPDR TR 0.4%
Value ($000) $10,335 Shares 127,642 Est. Cost $79.24 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $10,290 Shares 28,065 Est. Cost $311.90 Unrealized +14.1%
MO ALTRIA GROUP INC 0.4%
Value ($000) $10,226 Shares 171,471 Est. Cost $50.92 Unrealized +9.9%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $10,135 Shares 32,702 Est. Cost $286.29 Unrealized +5.6%
TFLR T ROWE PRICE ETF INC 0.4%
Value ($000) $10,135 Shares 197,056 Est. Cost $51.49 Unrealized
EEM ISHARES TR 0.4%
Value ($000) $10,066 Shares 208,674 Est. Cost $43.83 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.4%
Value ($000) $10,059 Shares 22,594 Est. Cost $460.83 Unrealized 0.0%
IAGG ISHARES TR 0.4%
Value ($000) $9,942 Shares 194,590 Est. Cost $51.09 Unrealized
ADBE ADOBE INC 0.4%
Value ($000) $9,685 Shares 25,034 Est. Cost $467.42 Unrealized -17.6%
MTUM ISHARES TR 0.4%
Value ($000) $9,547 Shares 39,725 Est. Cost $205.73 Unrealized
PGIM HIGH YIELD BOND FUND IN 0.4%
Value ($000) $9,326 Shares 658,159 Est. Cost $13.23 Unrealized
INTC INTEL CORP 0.4%
Value ($000) $9,257 Shares 413,267 Est. Cost $32.42 Unrealized -36.1%
ABBV ABBVIE INC 0.4%
Value ($000) $9,114 Shares 49,098 Est. Cost $167.84 Unrealized +8.8%
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $8,843 Shares 34,919 Est. Cost $179.01 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $8,659 Shares 108,342 Est. Cost $93.15 Unrealized -16.9%
CVS CVS HEALTH CORP 0.3%
Value ($000) $8,572 Shares 124,263 Est. Cost $64.19 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $7,934 Shares 73,603 Est. Cost $103.22 Unrealized +1.3%
AEP AMERICAN ELEC PWR CO INC 0.3%
Value ($000) $7,722 Shares 74,422 Est. Cost $101.98 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.3%
Value ($000) $7,510 Shares 14,745 Est. Cost $238.07 Unrealized +82.1%
MCD MCDONALDS CORP 0.3%
Value ($000) $7,352 Shares 25,163 Est. Cost $270.05 Unrealized +12.4%
NKE NIKE INC 0.3%
Value ($000) $7,267 Shares 101,731 Est. Cost $63.96 Unrealized -7.6%
V VISA INC 0.3%
Value ($000) $7,140 Shares 20,111 Est. Cost $243.14 Unrealized +42.7%
TRV TRAVELERS COMPANIES INC 0.3%
Value ($000) $6,928 Shares 25,897 Est. Cost $237.94 Unrealized +9.6%
ASML ASML HOLDING N V 0.3%
Value ($000) $6,789 Shares 8,472 Est. Cost $718.00 Unrealized
XLU SELECT SECTOR SPDR TR 0.3%
Value ($000) $6,669 Shares 81,670 Est. Cost $75.04 Unrealized
MMM 3M CO 0.2%
Value ($000) $6,337 Shares 41,622 Est. Cost $114.66 Unrealized +23.2%
PFE PFIZER INC 0.2%
Value ($000) $6,236 Shares 257,256 Est. Cost $24.58 Unrealized -9.1%
TFLO ISHARES TR 0.2%
Value ($000) $6,210 Shares 122,601 Est. Cost $50.62 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value ($000) $6,044 Shares 33,013 Est. Cost $135.71 Unrealized +16.0%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $5,987 Shares 114,325 Est. Cost $42.88 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $5,968 Shares 32,528 Est. Cost $106.00 Unrealized +57.9%
EBAY EBAY INC. 0.2%
Value ($000) $5,900 Shares 79,240 Est. Cost $63.93 Unrealized +9.8%
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $5,404 Shares 57,919 Est. Cost $65.92 Unrealized +24.9%
BX BLACKSTONE INC 0.2%
Value ($000) $5,296 Shares 35,406 Est. Cost $86.06 Unrealized +57.0%
HDV ISHARES TR 0.2%
Value ($000) $5,287 Shares 45,119 Est. Cost $117.17 Unrealized
SHOP SHOPIFY INC 0.2%
Value ($000) $5,272 Shares 45,705 Est. Cost $57.24 Unrealized +74.7%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $5,183 Shares 176,279 Est. Cost $25.06 Unrealized +6.8%
SCHV SCHWAB STRATEGIC TR 0.2%
Value ($000) $5,050 Shares 182,496 Est. Cost $27.67 Unrealized
BAI BLACKROCK ETF TRUST 0.2%
Value ($000) $5,010 Shares 173,657 Est. Cost $28.85 Unrealized
EMB ISHARES TR 0.2%
Value ($000) $5,008 Shares 54,072 Est. Cost $91.89 Unrealized
IAU ISHARES GOLD TR 0.2%
Value ($000) $4,796 Shares 76,911 Est. Cost $54.92 Unrealized
VST VISTRA CORP 0.2%
Value ($000) $4,739 Shares 24,450 Est. Cost $141.76 Unrealized +4.0%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $4,664 Shares 34,698 Est. Cost $132.16 Unrealized -7.5%
LLY ELI LILLY & CO 0.2%
Value ($000) $4,644 Shares 5,958 Est. Cost $532.85 Unrealized +45.1%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $4,598 Shares 38,966 Est. Cost $107.27 Unrealized +7.6%
TFC TRUIST FINL CORP 0.2%
Value ($000) $4,544 Shares 105,698 Est. Cost $31.36 Unrealized +21.2%
VRT VERTIV HOLDINGS CO 0.2%
Value ($000) $4,465 Shares 34,768 Est. Cost $101.14 Unrealized -3.9%
CAT CATERPILLAR INC 0.2%
Value ($000) $4,408 Shares 11,354 Est. Cost $272.69 Unrealized +21.3%
BK BANK NEW YORK MELLON CORP 0.2%
Value ($000) $4,315 Shares 47,364 Est. Cost $83.29 Unrealized +0.8%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $4,229 Shares 91,354 Est. Cost $52.58 Unrealized -10.2%
PSX PHILLIPS 66 0.2%
Value ($000) $4,185 Shares 35,077 Est. Cost $118.78 Unrealized -7.8%
GOVT ISHARES TR 0.2%
Value ($000) $4,145 Shares 180,386 Est. Cost $24.21 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $4,137 Shares 7,500 Est. Cost $441.04 Unrealized
ANET ARISTA NETWORKS INC 0.2%
Value ($000) $4,134 Shares 40,404 Est. Cost $99.48 Unrealized -13.0%
MPC MARATHON PETE CORP 0.2%
Value ($000) $4,093 Shares 24,639 Est. Cost $131.23 Unrealized +12.7%
AIG AMERICAN INTL GROUP INC 0.2%
Value ($000) $3,997 Shares 46,697 Est. Cost $70.28 Unrealized +16.7%
AMLP ALPS ETF TR 0.2%
Value ($000) $3,972 Shares 81,301 Est. Cost $47.96 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $3,912 Shares 7,825 Est. Cost $464.56 Unrealized +4.6%
STIP ISHARES TR 0.2%
Value ($000) $3,903 Shares 37,928 Est. Cost $102.91 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $3,898 Shares 73,861 Est. Cost $47.57 Unrealized 0.0%
HLF HERBALIFE LTD 0.1%
Value ($000) $3,879 Shares 450,000 Est. Cost $24.77 Unrealized -70.0%
BA BOEING CO 0.1%
Value ($000) $3,672 Shares 17,527 Est. Cost $199.66 Unrealized -5.4%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $3,514 Shares 6,167 Est. Cost $517.37 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $3,475 Shares 24,667 Est. Cost $113.03 Unrealized +7.0%
AOA ISHARES TR 0.1%
Value ($000) $3,464 Shares 41,538 Est. Cost $59.38 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $3,459 Shares 23,689 Est. Cost $122.57 Unrealized +7.5%
CMF ISHARES TR 0.1%
Value ($000) $3,337 Shares 59,865 Est. Cost $59.72 Unrealized
LDOS LEIDOS HOLDINGS INC 0.1%
Value ($000) $3,321 Shares 21,049 Est. Cost $136.42 Unrealized +7.6%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $3,219 Shares 40,171 Est. Cost $66.68 Unrealized +6.7%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $3,141 Shares 10,070 Est. Cost $445.01 Unrealized -15.7%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $3,141 Shares 10,304 Est. Cost $285.85 Unrealized
QLD PROSHARES TR 0.1%
Value ($000) $3,077 Shares 26,115 Est. Cost $67.55 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $3,047 Shares 29,166 Est. Cost $111.87 Unrealized
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $2,996 Shares 61,110 Est. Cost $51.39 Unrealized
HOOD ROBINHOOD MKTS INC 0.1%
Value ($000) $2,946 Shares 31,466 Est. Cost $39.90 Unrealized +48.3%
COP CONOCOPHILLIPS 0.1%
Value ($000) $2,866 Shares 31,941 Est. Cost $89.62 Unrealized -1.8%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $2,866 Shares 50,266 Est. Cost $55.69 Unrealized
HAS HASBRO INC 0.1%
Value ($000) $2,822 Shares 38,226 Est. Cost $61.59 Unrealized 0.0%
SUB ISHARES TR 0.1%
Value ($000) $2,816 Shares 26,480 Est. Cost $105.49 Unrealized
PWZ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $2,810 Shares 120,397 Est. Cost $25.07 Unrealized
DLTR DOLLAR TREE INC 0.1%
Value ($000) $2,802 Shares 28,296 Est. Cost $71.51 Unrealized +20.7%
AFL AFLAC INC 0.1%
Value ($000) $2,802 Shares 26,567 Est. Cost $86.63 Unrealized +19.6%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $2,772 Shares 8,587 Est. Cost $263.84 Unrealized 0.0%
CLS CELESTICA INC 0.1%
Value ($000) $2,768 Shares 17,731 Est. Cost $91.12 Unrealized +16.7%
PZA INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $2,756 Shares 123,104 Est. Cost $24.46 Unrealized
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $2,744 Shares 23,987 Est. Cost $98.12 Unrealized 0.0%
BKR BAKER HUGHES COMPANY 0.1%
Value ($000) $2,739 Shares 71,437 Est. Cost $37.27 Unrealized 0.0%
GEN GEN DIGITAL INC 0.1%
Value ($000) $2,734 Shares 92,997 Est. Cost $27.04 Unrealized 0.0%
ITM VANECK ETF TRUST 0.1%
Value ($000) $2,723 Shares 59,887 Est. Cost $46.44 Unrealized
TFI SPDR SERIES TRUST 0.1%
Value ($000) $2,713 Shares 60,732 Est. Cost $46.41 Unrealized
MET METLIFE INC 0.1%
Value ($000) $2,692 Shares 33,475 Est. Cost $72.21 Unrealized +5.0%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $2,687 Shares 14,957 Est. Cost $162.11 Unrealized +6.2%
FMB FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $2,685 Shares 53,888 Est. Cost $50.40 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.1%
Value ($000) $2,682 Shares 17,729 Est. Cost $137.67 Unrealized 0.0%
SHM SPDR SERIES TRUST 0.1%
Value ($000) $2,657 Shares 55,541 Est. Cost $47.45 Unrealized
QQQJ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $2,653 Shares 82,955 Est. Cost $30.81 Unrealized
AVAV AEROVIRONMENT INC 0.1%
Value ($000) $2,641 Shares 9,267 Est. Cost $123.69 Unrealized +36.9%
GEV GE VERNOVA INC 0.1%
Value ($000) $2,612 Shares 4,936 Est. Cost $332.51 Unrealized +25.1%
NEM NEWMONT CORP 0.1%
Value ($000) $2,605 Shares 44,709 Est. Cost $52.90 Unrealized 0.0%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $2,568 Shares 12,497 Est. Cost $168.28 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $2,552 Shares 9,047 Est. Cost $268.13 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $2,550 Shares 32,686 Est. Cost $75.82 Unrealized 0.0%
TQQQ PROSHARES TR 0.1%
Value ($000) $2,527 Shares 30,368 Est. Cost $83.22 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $2,510 Shares 3,400 Est. Cost $339.54 Unrealized +81.6%
ABT ABBOTT LABS 0.1%
Value ($000) $2,509 Shares 18,445 Est. Cost $111.91 Unrealized +16.7%
HPQ HP INC 0.1%
Value ($000) $2,508 Shares 101,467 Est. Cost $25.17 Unrealized -1.8%
WRB BERKLEY W R CORP 0.1%
Value ($000) $2,503 Shares 34,064 Est. Cost $69.95 Unrealized 0.0%
BAC BANK AMERICA CORP 0.1%
Value ($000) $2,490 Shares 52,628 Est. Cost $32.18 Unrealized +28.8%
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $2,444 Shares 25,054 Est. Cost $74.98 Unrealized +5.2%
YUMC YUM CHINA HLDGS INC 0.1%
Value ($000) $2,435 Shares 54,462 Est. Cost $44.71 Unrealized 0.0%
AVB AVALONBAY CMNTYS INC 0.1%
Value ($000) $2,433 Shares 11,856 Est. Cost $208.75 Unrealized -4.7%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $2,426 Shares 4,318 Est. Cost $400.53 Unrealized +37.7%
AER AERCAP HOLDINGS NV 0.1%
Value ($000) $2,413 Shares 20,628 Est. Cost $107.75 Unrealized 0.0%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $2,388 Shares 8,950 Est. Cost $224.16 Unrealized +14.9%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $2,377 Shares 41,813 Est. Cost $58.74 Unrealized
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $2,332 Shares 6,086 Est. Cost $358.58 Unrealized 0.0%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $2,299 Shares 3,466 Est. Cost $551.69 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $2,288 Shares 12,900 Est. Cost $112.83 Unrealized +46.1%
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $2,265 Shares 41,628 Est. Cost $53.38 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $2,248 Shares 8,735 Est. Cost $193.09 Unrealized +13.2%
ESS ESSEX PPTY TR INC 0.1%
Value ($000) $2,232 Shares 7,804 Est. Cost $273.00 Unrealized 0.0%
SMH VANECK ETF TRUST 0.1%
Value ($000) $2,230 Shares 7,995 Est. Cost $243.24 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $2,229 Shares 10,890 Est. Cost $155.98 Unrealized +19.1%
WMT WALMART INC 0.1%
Value ($000) $2,206 Shares 22,566 Est. Cost $62.52 Unrealized +51.6%
SPYD SPDR SERIES TRUST 0.1%
Value ($000) $2,178 Shares 51,325 Est. Cost $42.52 Unrealized
VTEC VANGUARD CALIF TAX FREE FDS 0.1%
Value ($000) $2,171 Shares 22,245 Est. Cost $99.54 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $2,129 Shares 33,933 Est. Cost $47.72 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $2,119 Shares 366 Est. Cost $4323.51 Unrealized +17.8%
CRS CARPENTER TECHNOLOGY CORP 0.1%
Value ($000) $2,118 Shares 7,664 Est. Cost $174.38 Unrealized +24.7%
MCK MCKESSON CORP 0.1%
Value ($000) $2,101 Shares 2,864 Est. Cost $413.34 Unrealized +70.3%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $2,087 Shares 9,122 Est. Cost $169.72 Unrealized +35.3%
JAAA JANUS DETROIT STR TR 0.1%
Value ($000) $2,050 Shares 40,396 Est. Cost $50.80 Unrealized
NET CLOUDFLARE INC 0.1%
Value ($000) $1,994 Shares 10,184 Est. Cost $71.74 Unrealized +102.4%
HWM HOWMET AEROSPACE INC 0.1%
Value ($000) $1,973 Shares 10,602 Est. Cost $119.49 Unrealized +28.6%
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,918 Shares 17,676 Est. Cost $96.81 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $1,911 Shares 15,407 Est. Cost $121.15 Unrealized -15.1%
LOW LOWES COS INC 0.1%
Value ($000) $1,892 Shares 8,529 Est. Cost $177.40 Unrealized +24.4%
IBKR INTERACTIVE BROKERS GROUP IN 0.1%
Value ($000) $1,849 Shares 33,361 Est. Cost $45.58 Unrealized +3.7%
SNOW SNOWFLAKE INC 0.1%
Value ($000) $1,847 Shares 8,256 Est. Cost $160.96 Unrealized +12.3%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $1,833 Shares 11,600 Est. Cost $95.79 Unrealized +31.3%
AGX ARGAN INC 0.1%
Value ($000) $1,824 Shares 8,273 Est. Cost $145.62 Unrealized +23.1%
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value ($000) $1,783 Shares 28,472 Est. Cost $61.11 Unrealized 0.0%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $1,776 Shares 44,836 Est. Cost $33.78 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $1,767 Shares 6,440 Est. Cost $213.72 Unrealized +24.5%
FIX COMFORT SYS USA INC 0.1%
Value ($000) $1,756 Shares 3,275 Est. Cost $427.10 Unrealized +1.8%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $1,743 Shares 28,483 Est. Cost $46.32 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,719 Shares 3,712 Est. Cost $428.16 Unrealized +7.2%
DE DEERE & CO 0.1%
Value ($000) $1,713 Shares 3,358 Est. Cost $382.70 Unrealized +26.6%
WDC WESTERN DIGITAL CORP 0.1%
Value ($000) $1,700 Shares 26,568 Est. Cost $48.31 Unrealized -1.8%
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value ($000) $1,700 Shares 2,215 Est. Cost $596.48 Unrealized +7.6%
MINT PIMCO ETF TR 0.1%
Value ($000) $1,689 Shares 16,800 Est. Cost $100.61 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $1,682 Shares 8,200 Est. Cost $139.00 Unrealized +44.9%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1,674 Shares 22,982 Est. Cost $64.33 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,663 Shares 12,341 Est. Cost $142.49 Unrealized
FSLR FIRST SOLAR INC 0.1%
Value ($000) $1,655 Shares 10,000 Est. Cost $184.00 Unrealized -19.8%
PINS PINTEREST INC 0.1%
Value ($000) $1,648 Shares 45,960 Est. Cost $34.23 Unrealized -11.3%
ICVT ISHARES TR 0.1%
Value ($000) $1,631 Shares 18,099 Est. Cost $81.84 Unrealized
URI UNITED RENTALS INC 0.1%
Value ($000) $1,624 Shares 2,155 Est. Cost $219.71 Unrealized +202.8%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $1,580 Shares 10,000 Est. Cost $95.79 Unrealized +31.3%
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,562 Shares 17,046 Est. Cost $90.94 Unrealized -6.3%
APP APPLOVIN CORP 0.1%
Value ($000) $1,559 Shares 4,453 Est. Cost $289.58 Unrealized +12.0%
EME EMCOR GROUP INC 0.1%
Value ($000) $1,520 Shares 2,842 Est. Cost $412.75 Unrealized +6.8%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $1,512 Shares 3,446 Est. Cost $342.56 Unrealized
TXRH TEXAS ROADHOUSE INC 0.1%
Value ($000) $1,507 Shares 8,013 Est. Cost $174.91 Unrealized +1.5%
SFM SPROUTS FMRS MKT INC 0.1%
Value ($000) $1,497 Shares 9,094 Est. Cost $142.94 Unrealized +14.3%
CVLT COMMVAULT SYS INC 0.1%
Value ($000) $1,496 Shares 8,581 Est. Cost $145.78 Unrealized +17.1%
ORCL ORACLE CORP 0.1%
Value ($000) $1,492 Shares 6,825 Est. Cost $110.64 Unrealized +45.3%
LRN STRIDE INC 0.1%
Value ($000) $1,464 Shares 10,085 Est. Cost $144.65 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $1,459 Shares 11,901 Est. Cost $123.61 Unrealized -18.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,458 Shares 2 Est. Cost $729330.75 Unrealized +4.5%
RDNT RADNET INC 0.1%
Value ($000) $1,428 Shares 25,100 Est. Cost $24.57 Unrealized +123.5%
AIN ALBANY INTL CORP 0.1%
Value ($000) $1,392 Shares 19,776 Est. Cost $76.92 Unrealized -14.9%
FDX FEDEX CORP 0.1%
Value ($000) $1,392 Shares 6,085 Est. Cost $207.50 Unrealized +3.7%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $1,386 Shares 6,513 Est. Cost $129.83 Unrealized +42.5%
LQD ISHARES TR 0.1%
Value ($000) $1,378 Shares 12,568 Est. Cost $106.13 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $1,371 Shares 1,334 Est. Cost $194.29 Unrealized -2.9%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,344 Shares 60,837 Est. Cost $21.25 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $1,343 Shares 4,916 Est. Cost $250.13 Unrealized -0.4%
SPMO INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1,317 Shares 11,706 Est. Cost $106.51 Unrealized
DHI D R HORTON INC 0.1%
Value ($000) $1,296 Shares 10,051 Est. Cost $128.61 Unrealized -4.9%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $1,282 Shares 12,701 Est. Cost $113.62 Unrealized -17.2%
AMPH AMPHASTAR PHARMACEUTICALS IN 0.0%
Value ($000) $1,281 Shares 55,795 Est. Cost $31.94 Unrealized -22.3%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $1,275 Shares 22,030 Est. Cost $59.58 Unrealized -8.7%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $1,271 Shares 24,079 Est. Cost $53.19 Unrealized -4.9%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,263 Shares 14,887 Est. Cost $85.73 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $1,260 Shares 40,621 Est. Cost $29.56 Unrealized
DOW DOW INC 0.0%
Value ($000) $1,237 Shares 46,728 Est. Cost $32.54 Unrealized -14.6%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $1,198 Shares 7,104 Est. Cost $129.13 Unrealized +25.0%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $1,195 Shares 6,727 Est. Cost $174.57 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $1,129 Shares 26,011 Est. Cost $43.57 Unrealized 0.0%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $1,127 Shares 24,262 Est. Cost $22.94 Unrealized +57.8%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $1,126 Shares 13,272 Est. Cost $74.63 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $1,122 Shares 3,641 Est. Cost $294.84 Unrealized -1.4%
CCI CROWN CASTLE INC 0.0%
Value ($000) $1,115 Shares 10,858 Est. Cost $98.78 Unrealized -0.7%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $1,100 Shares 2,086 Est. Cost $503.17 Unrealized -1.3%
GRNY TIDAL TRUST I 0.0%
Value ($000) $1,089 Shares 48,000 Est. Cost $22.68 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,088 Shares 5,989 Est. Cost $153.80 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $1,080 Shares 49,184 Est. Cost $17.79 Unrealized +12.3%
BYD BOYD GAMING CORP 0.0%
Value ($000) $1,044 Shares 13,319 Est. Cost $57.94 Unrealized +22.5%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $980 Shares 55,944 Est. Cost $17.00 Unrealized 0.0%
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $979 Shares 20,583 Est. Cost $48.97 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $977 Shares 3,062 Est. Cost $212.83 Unrealized +31.3%
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value ($000) $972 Shares 23,907 Est. Cost $34.07 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $971 Shares 30,550 Est. Cost $28.92 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $965 Shares 4,400 Est. Cost $138.32 Unrealized +43.1%
AAPL APPLE INC 0.0%
Value ($000) $964 Shares 4,700 Est. Cost $139.00 Unrealized +44.9%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $959 Shares 39,182 Est. Cost $23.79 Unrealized 0.0%
GLD SPDR GOLD TR 0.0%
Value ($000) $949 Shares 3,114 Est. Cost $235.98 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $941 Shares 20,575 Est. Cost $45.39 Unrealized -10.2%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $940 Shares 107,434 Est. Cost $8.17 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $937 Shares 16,711 Est. Cost $27.70 Unrealized +98.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $935 Shares 4,115 Est. Cost $161.17 Unrealized
EWJ ISHARES INC 0.0%
Value ($000) $921 Shares 12,290 Est. Cost $71.54 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $921 Shares 2,900 Est. Cost $238.38 Unrealized +26.4%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $916 Shares 2,808 Est. Cost $196.71 Unrealized +40.7%
IJH ISHARES TR 0.0%
Value ($000) $913 Shares 14,728 Est. Cost $91.48 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $909 Shares 15,772 Est. Cost $54.47 Unrealized 0.0%
DJIA GLOBAL X FDS 0.0%
Value ($000) $900 Shares 41,491 Est. Cost $21.99 Unrealized
GOOGL ALPHABET INC 0.0%
Value ($000) $899 Shares 5,100 Est. Cost $141.10 Unrealized +15.7%
TOST TOAST INC 0.0%
Value ($000) $898 Shares 20,270 Est. Cost $37.90 Unrealized +3.7%
IRTC IRHYTHM TECHNOLOGIES INC 0.0%
Value ($000) $893 Shares 5,800 Est. Cost $105.91 Unrealized +22.0%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $888 Shares 1,734 Est. Cost $434.78 Unrealized +11.0%
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $885 Shares 49,747 Est. Cost $18.22 Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $882 Shares 17,540 Est. Cost $50.97 Unrealized
ONEQ FIDELITY COMWLTH TR 0.0%
Value ($000) $881 Shares 10,994 Est. Cost $47.93 Unrealized
PRK PARK NATL CORP 0.0%
Value ($000) $878 Shares 5,250 Est. Cost $106.18 Unrealized +48.4%
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $875 Shares 12,277 Est. Cost $57.65 Unrealized
HYDB ISHARES TR 0.0%
Value ($000) $873 Shares 18,399 Est. Cost $47.03 Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $873 Shares 20,857 Est. Cost $41.87 Unrealized
EMBJ EMBRAER S.A. 0.0%
Value ($000) $873 Shares 15,334 Est. Cost $56.91 Unrealized
SSO PROSHARES TR 0.0%
Value ($000) $870 Shares 8,880 Est. Cost $71.11 Unrealized
EH EHANG HLDGS LTD 0.0%
Value ($000) $857 Shares 49,354 Est. Cost $17.36 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $852 Shares 12,121 Est. Cost $56.77 Unrealized
PULS PGIM ETF TR 0.0%
Value ($000) $849 Shares 17,065 Est. Cost $49.75 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $845 Shares 3,820 Est. Cost $220.02 Unrealized 0.0%
SO SOUTHERN CO 0.0%
Value ($000) $839 Shares 9,139 Est. Cost $82.03 Unrealized +7.3%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $838 Shares 7,269 Est. Cost $115.27 Unrealized
BOXX EA SERIES TRUST 0.0%
Value ($000) $837 Shares 7,426 Est. Cost $109.07 Unrealized
IDV ISHARES TR 0.0%
Value ($000) $833 Shares 24,126 Est. Cost $34.51 Unrealized
PFM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $833 Shares 17,283 Est. Cost $45.13 Unrealized
EXE EXPAND ENERGY CORPORATION 0.0%
Value ($000) $831 Shares 7,110 Est. Cost $106.51 Unrealized +2.4%
TDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $831 Shares 9,212 Est. Cost $76.88 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $829 Shares 2,366 Est. Cost $205.23 Unrealized +13.9%
ESLT ELBIT SYS LTD 0.0%
Value ($000) $829 Shares 1,843 Est. Cost $403.82 Unrealized 0.0%
BRKR BRUKER CORP 0.0%
Value ($000) $821 Shares 19,932 Est. Cost $51.05 Unrealized -24.6%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $819 Shares 31,723 Est. Cost $28.34 Unrealized -6.0%
RDVI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $819 Shares 33,129 Est. Cost $23.71 Unrealized
VICI VICI PPTYS INC 0.0%
Value ($000) $817 Shares 25,054 Est. Cost $27.23 Unrealized +12.1%
XRMI GLOBAL X FDS 0.0%
Value ($000) $809 Shares 45,225 Est. Cost $18.38 Unrealized
AMCOR PLC 0.0%
Value ($000) $803 Shares 87,346 Est. Cost $9.64 Unrealized -5.1%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $802 Shares 10,252 Est. Cost $75.96 Unrealized -1.8%
EFX EQUIFAX INC 0.0%
Value ($000) $787 Shares 3,036 Est. Cost $252.97 Unrealized 0.0%
OBDC BLUE OWL CAPITAL CORPORATION 0.0%
Value ($000) $773 Shares 52,525 Est. Cost $12.79 Unrealized +2.0%
OSIS OSI SYSTEMS INC 0.0%
Value ($000) $764 Shares 3,399 Est. Cost $158.52 Unrealized +34.6%
IBB ISHARES TR 0.0%
Value ($000) $756 Shares 5,977 Est. Cost $127.05 Unrealized
BIL SPDR SERIES TRUST 0.0%
Value ($000) $745 Shares 8,127 Est. Cost $91.76 Unrealized
PSFE PAYSAFE LIMITED 0.0%
Value ($000) $734 Shares 58,171 Est. Cost $17.08 Unrealized -19.9%
PVAL PUTNAM ETF TRUST 0.0%
Value ($000) $705 Shares 17,513 Est. Cost $37.34 Unrealized
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $699 Shares 38,264 Est. Cost $18.63 Unrealized -4.9%
AOM ISHARES TR 0.0%
Value ($000) $696 Shares 15,115 Est. Cost $40.17 Unrealized
RBLX ROBLOX CORP 0.0%
Value ($000) $690 Shares 6,557 Est. Cost $55.99 Unrealized +40.3%
TGT TARGET CORP 0.0%
Value ($000) $688 Shares 6,973 Est. Cost $123.35 Unrealized -24.4%
MASI MASIMO CORP 0.0%
Value ($000) $684 Shares 4,067 Est. Cost $116.03 Unrealized +37.6%
PSN PARSONS CORP DEL 0.0%
Value ($000) $676 Shares 9,412 Est. Cost $72.41 Unrealized -8.8%
QTWO Q2 HLDGS INC 0.0%
Value ($000) $671 Shares 7,170 Est. Cost $84.37 Unrealized 0.0%
XSLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $665 Shares 14,608 Est. Cost $44.41 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $659 Shares 6,026 Est. Cost $98.41 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $658 Shares 7,000 Est. Cost $78.83 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $655 Shares 894 Est. Cost $581.71 Unrealized +8.9%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $651 Shares 8,174 Est. Cost $82.37 Unrealized -10.6%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $648 Shares 928 Est. Cost $462.61 Unrealized +35.8%
TTD THE TRADE DESK INC 0.0%
Value ($000) $648 Shares 9,000 Est. Cost $63.85 Unrealized 0.0%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $643 Shares 3,691 Est. Cost $143.56 Unrealized +11.6%
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $640 Shares 4,605 Est. Cost $118.15 Unrealized
BLK BLACKROCK INC 0.0%
Value ($000) $623 Shares 594 Est. Cost $987.84 Unrealized -5.5%
MSCI MSCI INC 0.0%
Value ($000) $623 Shares 1,080 Est. Cost $549.12 Unrealized 0.0%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $620 Shares 2,176 Est. Cost $214.22 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $616 Shares 7,566 Est. Cost $124.79 Unrealized -38.6%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $612 Shares 1,912 Est. Cost $247.13 Unrealized +32.5%
TTD THE TRADE DESK INC 0.0%
Value ($000) $608 Shares 8,440 Est. Cost $63.85 Unrealized 0.0%
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $596 Shares 11,435 Est. Cost $64.98 Unrealized
CRWV COREWEAVE INC 0.0%
Value ($000) $594 Shares 3,640 Est. Cost $92.20 Unrealized 0.0%
EATON VANCE TAX-MANAGED BUY- 0.0%
Value ($000) $584 Shares 42,124 Est. Cost $13.64 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $583 Shares 223 Est. Cost $2335.36 Unrealized 0.0%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $577 Shares 3,911 Est. Cost $127.82 Unrealized
TPG TPG INC 0.0%
Value ($000) $577 Shares 11,000 Est. Cost $62.40 Unrealized -23.1%
RDDT REDDIT INC 0.0%
Value ($000) $573 Shares 3,806 Est. Cost $111.52 Unrealized +1.7%
BXSL BLACKSTONE SECD LENDING FD 0.0%
Value ($000) $567 Shares 18,452 Est. Cost $25.61 Unrealized +9.7%
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $564 Shares 11,517 Est. Cost $37.01 Unrealized +4.1%
IGEB ISHARES TR 0.0%
Value ($000) $564 Shares 12,401 Est. Cost $44.74 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $556 Shares 900 Est. Cost $423.48 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $552 Shares 1,000 Est. Cost $441.04 Unrealized
OKTA OKTA INC 0.0%
Value ($000) $547 Shares 5,470 Est. Cost $106.80 Unrealized 0.0%
VMC VULCAN MATLS CO 0.0%
Value ($000) $535 Shares 2,052 Est. Cost $230.79 Unrealized +10.9%
QRMI GLOBAL X FDS 0.0%
Value ($000) $531 Shares 33,139 Est. Cost $16.64 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $526 Shares 2,287 Est. Cost $197.84 Unrealized +10.4%
TCOM TRIP COM GROUP LTD 0.0%
Value ($000) $523 Shares 8,926 Est. Cost $65.10 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $521 Shares 21,842 Est. Cost $21.57 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $518 Shares 7,505 Est. Cost $102.91 Unrealized
BNL BROADSTONE NET LEASE INC 0.0%
Value ($000) $508 Shares 31,072 Est. Cost $15.96 Unrealized
SPYG SPDR SERIES TRUST 0.0%
Value ($000) $488 Shares 5,118 Est. Cost $62.40 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $484 Shares 2,470 Est. Cost $175.99 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $483 Shares 3,920 Est. Cost $104.01 Unrealized -10.4%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $482 Shares 26,478 Est. Cost $9.73 Unrealized +35.6%
ROKU ROKU INC 0.0%
Value ($000) $482 Shares 5,483 Est. Cost $77.56 Unrealized -9.9%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $474 Shares 2,180 Est. Cost $166.54 Unrealized
F FORD MTR CO 0.0%
Value ($000) $466 Shares 42,907 Est. Cost $10.18 Unrealized -3.1%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $447 Shares 2,784 Est. Cost $118.65 Unrealized +28.7%
IDLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $444 Shares 13,415 Est. Cost $27.52 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $438 Shares 6,217 Est. Cost $57.04 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $434 Shares 5,335 Est. Cost $76.94 Unrealized
BUCK SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $434 Shares 18,349 Est. Cost $24.28 Unrealized
RXRX RECURSION PHARMACEUTICALS IN 0.0%
Value ($000) $428 Shares 84,576 Est. Cost $7.09 Unrealized -30.7%
AUSF GLOBAL X FDS 0.0%
Value ($000) $426 Shares 9,529 Est. Cost $42.85 Unrealized
KR KROGER CO 0.0%
Value ($000) $420 Shares 5,862 Est. Cost $55.62 Unrealized +22.6%
AGG ISHARES TR 0.0%
Value ($000) $417 Shares 4,208 Est. Cost $97.35 Unrealized
PD PAGERDUTY INC 0.0%
Value ($000) $417 Shares 27,287 Est. Cost $19.04 Unrealized -18.4%
RIVERNORTH FLEXIBLE MUN INCO 0.0%
Value ($000) $416 Shares 29,800 Est. Cost $15.72 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $416 Shares 8,543 Est. Cost $60.79 Unrealized -36.3%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $415 Shares 3,229 Est. Cost $119.82 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $411 Shares 2,079 Est. Cost $216.97 Unrealized -11.0%
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $408 Shares 9,651 Est. Cost $34.50 Unrealized
BITB BITWISE BITCOIN ETF TR 0.0%
Value ($000) $398 Shares 6,800 Est. Cost $58.59 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $397 Shares 900 Est. Cost $392.69 Unrealized
FALN ISHARES TR 0.0%
Value ($000) $394 Shares 14,535 Est. Cost $27.26 Unrealized
ARGX ARGENX SE 0.0%
Value ($000) $393 Shares 712 Est. Cost $551.36 Unrealized
BEAM BEAM THERAPEUTICS INC 0.0%
Value ($000) $391 Shares 22,962 Est. Cost $17.41 Unrealized 0.0%
FLOT ISHARES TR 0.0%
Value ($000) $386 Shares 7,556 Est. Cost $50.88 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $382 Shares 1,379 Est. Cost $249.93 Unrealized
EELV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $382 Shares 14,634 Est. Cost $22.99 Unrealized
TER TERADYNE INC 0.0%
Value ($000) $380 Shares 4,230 Est. Cost $126.27 Unrealized -36.9%
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $380 Shares 2,682 Est. Cost $114.81 Unrealized
GKOS GLAUKOS CORP 0.0%
Value ($000) $376 Shares 3,639 Est. Cost $89.35 Unrealized +5.0%
TPYP TORTOISE CAPITAL SERIES TRUS 0.0%
Value ($000) $373 Shares 10,429 Est. Cost $35.73 Unrealized
VRSN VERISIGN INC 0.0%
Value ($000) $363 Shares 1,257 Est. Cost $268.94 Unrealized 0.0%
TEM TEMPUS AI INC 0.0%
Value ($000) $363 Shares 5,709 Est. Cost $57.34 Unrealized 0.0%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $359 Shares 8,362 Est. Cost $35.86 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $354 Shares 2,600 Est. Cost $80.75 Unrealized +45.2%
ZS ZSCALER INC 0.0%
Value ($000) $352 Shares 1,122 Est. Cost $199.27 Unrealized +25.1%
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $346 Shares 3,168 Est. Cost $109.21 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $343 Shares 1,391 Est. Cost $245.13 Unrealized 0.0%
HYLS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $343 Shares 8,200 Est. Cost $41.41 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $341 Shares 4,085 Est. Cost $70.28 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $341 Shares 2,650 Est. Cost $126.36 Unrealized 0.0%
VDE VANGUARD WORLD FD 0.0%
Value ($000) $337 Shares 2,831 Est. Cost $94.79 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $335 Shares 977 Est. Cost $330.44 Unrealized +4.3%
SBRA SABRA HEALTH CARE REIT INC 0.0%
Value ($000) $333 Shares 18,043 Est. Cost $11.77 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $327 Shares 824 Est. Cost $334.16 Unrealized +11.2%
PYLD PIMCO ETF TR 0.0%
Value ($000) $324 Shares 12,196 Est. Cost $26.07 Unrealized
IGM ISHARES TR 0.0%
Value ($000) $324 Shares 2,880 Est. Cost $101.90 Unrealized
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $323 Shares 13,365 Est. Cost $19.58 Unrealized +1.0%
JNK SPDR SERIES TRUST 0.0%
Value ($000) $321 Shares 3,298 Est. Cost $99.27 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $319 Shares 1,640 Est. Cost $165.56 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $317 Shares 3,587 Est. Cost $89.49 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $315 Shares 2,370 Est. Cost $35.76 Unrealized +226.2%
GLW CORNING INC 0.0%
Value ($000) $315 Shares 5,981 Est. Cost $34.06 Unrealized +36.0%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $314 Shares 10,748 Est. Cost $44.13 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $309 Shares 1,121 Est. Cost $227.85 Unrealized +17.8%
NDAQ NASDAQ INC 0.0%
Value ($000) $308 Shares 3,446 Est. Cost $68.02 Unrealized +16.4%
IHI ISHARES TR 0.0%
Value ($000) $305 Shares 4,867 Est. Cost $56.39 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $301 Shares 5,949 Est. Cost $50.54 Unrealized
PTCT PTC THERAPEUTICS INC 0.0%
Value ($000) $298 Shares 6,100 Est. Cost $49.16 Unrealized -3.4%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $298 Shares 3,344 Est. Cost $85.62 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $297 Shares 4,373 Est. Cost $114.45 Unrealized -49.2%
EFAV ISHARES TR 0.0%
Value ($000) $296 Shares 3,524 Est. Cost $66.68 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $295 Shares 4,631 Est. Cost $54.80 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $293 Shares 935 Est. Cost $233.26 Unrealized +1.2%
UCON FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $292 Shares 11,736 Est. Cost $25.82 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $291 Shares 1,439 Est. Cost $127.68 Unrealized +54.2%
BILS SPDR SERIES TRUST 0.0%
Value ($000) $291 Shares 2,924 Est. Cost $99.43 Unrealized
RACE FERRARI N V 0.0%
Value ($000) $289 Shares 588 Est. Cost $418.83 Unrealized +10.9%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $288 Shares 1,570 Est. Cost $170.47 Unrealized 0.0%
POWA INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $285 Shares 3,289 Est. Cost $82.14 Unrealized
RIVERNORTH FLEXIBLE MUNI INC 0.0%
Value ($000) $281 Shares 22,200 Est. Cost $13.88 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $276 Shares 1,000 Est. Cost $155.85 Unrealized +38.5%
BUFQ FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $274 Shares 8,250 Est. Cost $29.62 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $270 Shares 3,970 Est. Cost $65.14 Unrealized 0.0%
NUE NUCOR CORP 0.0%
Value ($000) $268 Shares 2,064 Est. Cost $130.39 Unrealized -11.4%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $266 Shares 2,753 Est. Cost $104.95 Unrealized -15.5%
RSPN INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $265 Shares 4,950 Est. Cost $45.47 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $264 Shares 2,629 Est. Cost $103.69 Unrealized 0.0%
BLACKROCK MUNIHLDNGS CALI QL 0.0%
Value ($000) $263 Shares 25,237 Est. Cost $10.64 Unrealized
UPST UPSTART HLDGS INC 0.0%
Value ($000) $256 Shares 3,964 Est. Cost $49.03 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $255 Shares 500 Est. Cost $238.07 Unrealized +82.1%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $253 Shares 2,769 Est. Cost $71.41 Unrealized +16.4%
TJX TJX COS INC NEW 0.0%
Value ($000) $252 Shares 2,044 Est. Cost $125.88 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $251 Shares 1,010 Est. Cost $220.86 Unrealized +7.4%
ZM ZOOM COMMUNICATIONS INC 0.0%
Value ($000) $249 Shares 3,190 Est. Cost $79.69 Unrealized -3.0%
CI THE CIGNA GROUP 0.0%
Value ($000) $247 Shares 749 Est. Cost $295.68 Unrealized +7.5%
TWST TWIST BIOSCIENCE CORP 0.0%
Value ($000) $246 Shares 6,682 Est. Cost $47.55 Unrealized -27.3%
MGV VANGUARD WORLD FD 0.0%
Value ($000) $246 Shares 1,863 Est. Cost $128.85 Unrealized
FIBK FIRST INTST BANCSYSTEM INC 0.0%
Value ($000) $244 Shares 8,480 Est. Cost $23.94 Unrealized +7.0%
ROST ROSS STORES INC 0.0%
Value ($000) $241 Shares 1,890 Est. Cost $99.62 Unrealized +38.3%
ACHR ARCHER AVIATION INC 0.0%
Value ($000) $241 Shares 22,169 Est. Cost $9.36 Unrealized 0.0%
WSBC WESBANCO INC 0.0%
Value ($000) $239 Shares 7,465 Est. Cost $33.32 Unrealized -9.2%
CCOI COGENT COMMUNICATIONS HLDGS 0.0%
Value ($000) $238 Shares 4,947 Est. Cost $48.69 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $238 Shares 20,701 Est. Cost $11.17 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $237 Shares 1,578 Est. Cost $104.10 Unrealized
UGI UGI CORP NEW 0.0%
Value ($000) $237 Shares 6,450 Est. Cost $31.68 Unrealized +8.6%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $235 Shares 1,063 Est. Cost $210.37 Unrealized 0.0%
COLUMBIA SELIGM PREM TECH GR 0.0%
Value ($000) $234 Shares 7,699 Est. Cost $32.57 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $232 Shares 3,127 Est. Cost $85.93 Unrealized -20.5%
PTC PTC INC 0.0%
Value ($000) $232 Shares 1,347 Est. Cost $149.77 Unrealized +7.6%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $232 Shares 1,700 Est. Cost $80.75 Unrealized +45.2%
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $231 Shares 1,018 Est. Cost $227.16 Unrealized
SPYM SPDR SERIES TRUST 0.0%
Value ($000) $231 Shares 3,178 Est. Cost $72.69 Unrealized
AES AES CORP 0.0%
Value ($000) $231 Shares 21,924 Est. Cost $10.37 Unrealized 0.0%
APPF APPFOLIO INC 0.0%
Value ($000) $230 Shares 1,000 Est. Cost $215.65 Unrealized +1.1%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $228 Shares 9,339 Est. Cost $22.08 Unrealized
FWONK LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $227 Shares 2,175 Est. Cost $104.50 Unrealized
UVV UNIVERSAL CORP VA 0.0%
Value ($000) $226 Shares 3,887 Est. Cost $51.96 Unrealized +10.8%
ETN EATON CORP PLC 0.0%
Value ($000) $226 Shares 632 Est. Cost $321.06 Unrealized -4.5%
SR SPIRE INC 0.0%
Value ($000) $224 Shares 3,040 Est. Cost $79.04 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $224 Shares 750 Est. Cost $325.15 Unrealized -6.8%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $224 Shares 5,169 Est. Cost $37.70 Unrealized 0.0%
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $224 Shares 1,758 Est. Cost $96.68 Unrealized +27.1%
NWN NORTHWEST NAT HLDG CO 0.0%
Value ($000) $224 Shares 5,630 Est. Cost $37.02 Unrealized +12.0%
LQDH ISHARES U S ETF TR 0.0%
Value ($000) $224 Shares 2,419 Est. Cost $92.40 Unrealized
JD JD.COM INC 0.0%
Value ($000) $222 Shares 6,812 Est. Cost $32.64 Unrealized
AVA AVISTA CORP 0.0%
Value ($000) $222 Shares 5,845 Est. Cost $32.95 Unrealized +16.0%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $220 Shares 2,657 Est. Cost $78.61 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $220 Shares 387 Est. Cost $535.65 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value ($000) $219 Shares 208 Est. Cost $438.73 Unrealized -7.2%
CB CHUBB LIMITED 0.0%
Value ($000) $219 Shares 752 Est. Cost $276.52 Unrealized +3.8%
MDT MEDTRONIC PLC 0.0%
Value ($000) $218 Shares 2,498 Est. Cost $83.50 Unrealized 0.0%
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $218 Shares 1,348 Est. Cost $161.74 Unrealized
RY ROYAL BK CDA 0.0%
Value ($000) $216 Shares 1,644 Est. Cost $122.31 Unrealized 0.0%
NTRA NATERA INC 0.0%
Value ($000) $216 Shares 1,277 Est. Cost $160.74 Unrealized -3.0%
EVRG EVERGY INC 0.0%
Value ($000) $216 Shares 3,128 Est. Cost $59.23 Unrealized +10.7%
R RYDER SYS INC 0.0%
Value ($000) $215 Shares 1,353 Est. Cost $146.96 Unrealized 0.0%
NWE NORTHWESTERN ENERGY GROUP IN 0.0%
Value ($000) $214 Shares 4,174 Est. Cost $46.58 Unrealized +14.9%
TGTX TG THERAPEUTICS INC 0.0%
Value ($000) $212 Shares 5,900 Est. Cost $33.65 Unrealized +10.6%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $212 Shares 484 Est. Cost $392.99 Unrealized 0.0%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $211 Shares 2,727 Est. Cost $77.50 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $211 Shares 6,433 Est. Cost $30.99 Unrealized
UXI PROSHARES TR 0.0%
Value ($000) $207 Shares 4,800 Est. Cost $43.22 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $206 Shares 4,100 Est. Cost $49.74 Unrealized 0.0%
NTNX NUTANIX INC 0.0%
Value ($000) $205 Shares 2,679 Est. Cost $71.98 Unrealized 0.0%
IGSB ISHARES TR 0.0%
Value ($000) $204 Shares 3,870 Est. Cost $52.44 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $203 Shares 2,231 Est. Cost $90.89 Unrealized
COWZ PACER FDS TR 0.0%
Value ($000) $202 Shares 3,668 Est. Cost $55.25 Unrealized
IXN ISHARES TR 0.0%
Value ($000) $200 Shares 2,167 Est. Cost $92.34 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $185 Shares 300 Est. Cost $423.48 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $185 Shares 13,458 Est. Cost $13.49 Unrealized +0.6%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $181 Shares 1,078 Est. Cost $125.89 Unrealized +16.9%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $170 Shares 1,200 Est. Cost $144.18 Unrealized -24.5%
MSFT MICROSOFT CORP 0.0%
Value ($000) $149 Shares 300 Est. Cost $301.01 Unrealized +43.6%
SHOP SHOPIFY INC 0.0%
Value ($000) $138 Shares 1,200 Est. Cost $57.24 Unrealized +74.7%
NUE NUCOR CORP 0.0%
Value ($000) $130 Shares 1,000 Est. Cost $130.39 Unrealized -11.4%
RBLX ROBLOX CORP 0.0%
Value ($000) $116 Shares 1,100 Est. Cost $55.99 Unrealized +40.3%
VRSN VERISIGN INC 0.0%
Value ($000) $116 Shares 400 Est. Cost $268.94 Unrealized 0.0%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $112 Shares 1,200 Est. Cost $39.90 Unrealized +48.3%
CALAMOS CONV & HIGH INCOME F 0.0%
Value ($000) $110 Shares 10,000 Est. Cost $11.81 Unrealized
SNAP SNAP INC 0.0%
Value ($000) $108 Shares 12,438 Est. Cost $20.52 Unrealized -59.6%
RDDT REDDIT INC 0.0%
Value ($000) $105 Shares 700 Est. Cost $111.52 Unrealized +1.7%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $105 Shares 300 Est. Cost $205.23 Unrealized +13.9%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $101 Shares 600 Est. Cost $125.89 Unrealized +16.9%
TMUS T-MOBILE US INC 0.0%
Value ($000) $95 Shares 400 Est. Cost $155.05 Unrealized +55.7%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $92 Shares 500 Est. Cost $135.71 Unrealized +16.0%
FS CREDIT OPPORTUNITIES CORP 0.0%
Value ($000) $91 Shares 12,567 Est. Cost $7.26 Unrealized
EMBJ EMBRAER S.A. 0.0%
Value ($000) $91 Shares 1,600 Est. Cost $56.91 Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $90 Shares 700 Est. Cost $101.14 Unrealized -3.9%
NIO NIO INC 0.0%
Value ($000) $89 Shares 25,809 Est. Cost $27.23 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $88 Shares 1,900 Est. Cost $22.94 Unrealized +57.8%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $86 Shares 1,000 Est. Cost $70.28 Unrealized +16.7%
FFWM FIRST FNDTN INC 0.0%
Value ($000) $83 Shares 16,283 Est. Cost $5.10 Unrealized +0.3%
EBAY EBAY INC. 0.0%
Value ($000) $82 Shares 1,100 Est. Cost $63.93 Unrealized +9.8%
CRWV COREWEAVE INC 0.0%
Value ($000) $82 Shares 500 Est. Cost $92.20 Unrealized 0.0%
PEP PEPSICO INC 0.0%
Value ($000) $79 Shares 600 Est. Cost $133.25 Unrealized -1.7%
TCPC BLACKROCK TCP CAPITAL CORP 0.0%
Value ($000) $77 Shares 10,000 Est. Cost $11.05 Unrealized -33.6%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $76 Shares 500 Est. Cost $148.49 Unrealized +1.6%
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $76 Shares 600 Est. Cost $96.68 Unrealized +27.1%
PENNYMAC CORP 0.0%
Value ($000) $75 Shares 75,000 Est. Cost $0.95 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $75 Shares 2,100 Est. Cost $37.32 Unrealized -9.1%
MET METLIFE INC 0.0%
Value ($000) $72 Shares 900 Est. Cost $72.21 Unrealized +5.0%
CRDF CARDIFF ONCOLOGY INC 0.0%
Value ($000) $72 Shares 22,800 Est. Cost $3.78 Unrealized -19.4%
PSX PHILLIPS 66 0.0%
Value ($000) $72 Shares 600 Est. Cost $118.78 Unrealized -7.8%
TMUS T-MOBILE US INC 0.0%
Value ($000) $71 Shares 300 Est. Cost $155.05 Unrealized +55.7%
NIO NIO INC 0.0%
Value ($000) $69 Shares 20,000 Est. Cost $27.23 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $67 Shares 500 Est. Cost $132.16 Unrealized -7.5%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $65 Shares 200 Est. Cost $196.71 Unrealized +40.7%
DAWN DAY ONE BIOPHARMACEUTICALS I 0.0%
Value ($000) $65 Shares 10,000 Est. Cost $14.60 Unrealized -52.9%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $61 Shares 1,000 Est. Cost $46.32 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $55 Shares 200 Est. Cost $250.13 Unrealized -0.4%
CRM SALESFORCE INC 0.0%
Value ($000) $55 Shares 200 Est. Cost $213.72 Unrealized +24.5%
CHRS COHERUS ONCOLOGY INC 0.0%
Value ($000) $50 Shares 69,000 Est. Cost $5.53 Unrealized -84.4%
NGD NEW GOLD INC CDA 0.0%
Value ($000) $50 Shares 10,000 Est. Cost $2.96 Unrealized +38.6%
EEM ISHARES TR 0.0%
Value ($000) $48 Shares 1,000 Est. Cost $43.83 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $46 Shares 100 Est. Cost $428.16 Unrealized +7.2%
IRTC IRHYTHM TECHNOLOGIES INC 0.0%
Value ($000) $46 Shares 300 Est. Cost $105.91 Unrealized +22.0%
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $44 Shares 900 Est. Cost $37.01 Unrealized +4.1%
VERRICA PHARMACEUTICALS INC 0.0%
Value ($000) $40 Shares 76,000 Est. Cost $15.58 Unrealized
IBRX IMMUNITYBIO INC 0.0%
Value ($000) $36 Shares 13,558 Est. Cost $5.19 Unrealized -48.2%
DAWN DAY ONE BIOPHARMACEUTICALS I 0.0%
Value ($000) $36 Shares 5,500 Est. Cost $14.60 Unrealized -52.9%
SMRT SMARTRENT INC 0.0%
Value ($000) $35 Shares 35,106 Est. Cost $1.52 Unrealized -41.1%
PTCT PTC THERAPEUTICS INC 0.0%
Value ($000) $34 Shares 700 Est. Cost $49.16 Unrealized -3.4%
GNLX GENELUX CORPORATION 0.0%
Value ($000) $31 Shares 10,895 Est. Cost $25.34 Unrealized -89.6%
LUCID GROUP INC 0.0%
Value ($000) $24 Shares 11,298 Est. Cost $2.42 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $22 Shares 100 Est. Cost $138.32 Unrealized +43.1%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $20 Shares 100 Est. Cost $155.98 Unrealized +19.1%
PACB PACIFIC BIOSCIENCES CALIF IN 0.0%
Value ($000) $19 Shares 15,304 Est. Cost $1.15 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $19 Shares 400 Est. Cost $52.58 Unrealized -10.2%
PLUG PLUG POWER INC 0.0%
Value ($000) $15 Shares 10,207 Est. Cost $1.90 Unrealized -47.5%
POLESTAR AUTOMOTIVE HLDG UK 0.0%
Value ($000) $11 Shares 10,600 Est. Cost $1.07 Unrealized
KNDI KANDI TECHNOLOGIES GROUP INC 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $2.20 Unrealized -47.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $65.92 Unrealized +24.9%