Westend Capital Management, LLC Diversified Active

CIK: 0001331997 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 8, 2024

Total Value ($000): $284,657 (100.0% shares, 0.0% debt)

Holdings (230)

NVDA NVIDIA CORPORATION COM 14.7%
Value ($000) $41,787 Shares 336,182 Est. Cost $98.21 Unrealized +2.9%
META META PLATFORMS INC CL A 7.6%
Value ($000) $21,559 Shares 42,718 Est. Cost $98.72 Unrealized +389.6%
UBER UBER TECHNOLOGIES INC COM 5.7%
Value ($000) $16,269 Shares 228,820 Est. Cost $71.75 Unrealized -3.1%
AAPL APPLE INC 5.2%
Value ($000) $14,671 Shares 67,684 Est. Cost $182.01 Unrealized +1.7%
FCX FREEPORT MCMORAN COPPER 5.0%
Value ($000) $14,168 Shares 292,661 Est. Cost $39.40 Unrealized +25.2%
LLY ELI LILLY & CO COM 4.6%
Value ($000) $13,163 Shares 14,396 Est. Cost $702.49 Unrealized +12.6%
CCJ CAMECO CORP COM 4.5%
Value ($000) $12,845 Shares 255,782 Est. Cost $43.66 Unrealized +15.7%
MSFT MICROSOFT 4.3%
Value ($000) $12,374 Shares 27,093 Est. Cost $399.26 Unrealized +4.5%
ET ENERGY TRANSFER L P COM UT LTD PTN 4.1%
Value ($000) $11,772 Shares 719,555 Est. Cost $15.73 Unrealized
FLR FLUOR CORP 3.8%
Value ($000) $10,814 Shares 250,097 Est. Cost $38.39 Unrealized +8.3%
PWR QUANTA SVCS INC COM 3.8%
Value ($000) $10,676 Shares 43,118 Est. Cost $220.68 Unrealized +19.8%
AMZN AMAZON COM INC COM 3.5%
Value ($000) $9,932 Shares 50,366 Est. Cost $162.75 Unrealized +12.9%
NFLX NETFLIX INC COM 3.2%
Value ($000) $9,082 Shares 13,482 Est. Cost $9.79 Unrealized +537.9%
GE GE AEROSPACE COM NEW 2.9%
Value ($000) $8,244 Shares 51,857 Est. Cost $157.73 Unrealized +0.1%
ARM ARM HOLDINGS PLC SPONSORED ADS 2.8%
Value ($000) $8,043 Shares 50,641 Est. Cost $158.83 Unrealized
AXP AMERICAN EXPRESS CO COM 2.6%
Value ($000) $7,311 Shares 31,267 Est. Cost $210.02 Unrealized +8.2%
HUT HUT 8 CORP COM 2.6%
Value ($000) $7,289 Shares 477,961 Est. Cost $8.78 Unrealized +9.6%
MU MICRON TECHNOLOGY INC COM 2.5%
Value ($000) $7,048 Shares 53,588 Est. Cost $12.93 Unrealized +868.4%
SUPER MICRO COMPUTER INC COM 2.4%
Value ($000) $6,946 Shares 8,551 Est. Cost $1004.67 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 2.4%
Value ($000) $6,924 Shares 267,545 Est. Cost $21.31 Unrealized +5.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 2.4%
Value ($000) $6,694 Shares 38,845 Est. Cost $136.05 Unrealized
AVGO BROADCOM INC COM 2.2%
Value ($000) $6,330 Shares 3,858 Est. Cost $121.22 Unrealized +13.6%
CRWD CROWDSTRIKE HLDGS INC CL A 2.1%
Value ($000) $6,110 Shares 15,582 Est. Cost $306.18 Unrealized +8.6%
DUOL DUOLINGO INC CL A COM 0.9%
Value ($000) $2,536 Shares 12,989 Est. Cost $204.75 Unrealized 0.0%
TPL TEXAS PACIFIC LAND TRUST SUB SHARE CERTIFICATES 0.5%
Value ($000) $1,522 Shares 2,100 Est. Cost $167.28 Unrealized +22.4%
XOM EXXON MOBIL CORP COM 0.5%
Value ($000) $1,332 Shares 11,585 Est. Cost $53.41 Unrealized +106.1%
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.3%
Value ($000) $784 Shares 14,194 Est. Cost $54.70 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $610 Shares 1 Est. Cost $593888.44 Unrealized +3.8%
MRK MERCK & CO INC 0.2%
Value ($000) $605 Shares 4,731 Est. Cost $30.11 Unrealized +304.3%
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $593 Shares 3,212 Est. Cost $143.27 Unrealized +17.9%
AGNC AMERICAN CAPITAL AGENCY CORP. 0.2%
Value ($000) $433 Shares 45,640 Est. Cost $9.55 Unrealized
TPC TUTOR PERINI CORP COM 0.1%
Value ($000) $330 Shares 15,674 Est. Cost $10.21 Unrealized +79.9%
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.1%
Value ($000) $281 Shares 3,272 Est. Cost $89.90 Unrealized
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $275 Shares 325 Est. Cost $706.75 Unrealized +9.5%
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.1%
Value ($000) $261 Shares 14,679 Est. Cost $17.89 Unrealized
MKC/V MCCORMICK & CO INC COM VTG 0.1%
Value ($000) $246 Shares 3,524 Est. Cost $64.65 Unrealized +7.8%
GVA GRANITE CONSTR INC COM 0.1%
Value ($000) $222 Shares 3,680 Est. Cost $49.82 Unrealized +18.9%
ABT ABBOTT LABS COM 0.1%
Value ($000) $216 Shares 2,089 Est. Cost $103.16 Unrealized -0.2%
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $207 Shares 1,416 Est. Cost $62.13 Unrealized +127.6%
CUZ COUSINS PPTYS INC COM NEW 0.1%
Value ($000) $175 Shares 7,636 Est. Cost $24.04 Unrealized
TEX TEREX CORP NEW COM 0.1%
Value ($000) $164 Shares 3,061 Est. Cost $58.65 Unrealized +1.1%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $155 Shares 420 Est. Cost $337.05 Unrealized
SUMMIT MATLS INC CL A 0.1%
Value ($000) $148 Shares 4,160 Est. Cost $44.57 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 0.0%
Value ($000) $142 Shares 1,180 Est. Cost $123.18 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $138 Shares 251 Est. Cost $525.73 Unrealized
SHEL ROYAL DUTCH SHELL PLC-ADR 0.0%
Value ($000) $136 Shares 1,866 Est. Cost $67.04 Unrealized
CI THE CIGNA GROUP COM 0.0%
Value ($000) $129 Shares 395 Est. Cost $317.75 Unrealized +5.2%
EATON VANCE TAX-MANAGED BUY- W COM 0.0%
Value ($000) $128 Shares 9,496 Est. Cost $12.93 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $122 Shares 1,200 Est. Cost $48.66 Unrealized +87.6%
WPC WP CAREY INC COM 0.0%
Value ($000) $109 Shares 2,000 Est. Cost $66.92 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $100 Shares 376 Est. Cost $278.76 Unrealized -5.9%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $98 Shares 250 Est. Cost $397.76 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $98 Shares 623 Est. Cost $139.01 Unrealized +6.7%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $90 Shares 497 Est. Cost $186.81 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $85 Shares 209 Est. Cost $394.58 Unrealized +3.6%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $81 Shares 324 Est. Cost $278.01 Unrealized -8.3%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $79 Shares 541 Est. Cost $133.23 Unrealized +1.7%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $79 Shares 689 Est. Cost $107.63 Unrealized +7.2%
SOXL DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES 0.0%
Value ($000) $71 Shares 1,291 Est. Cost $46.53 Unrealized
SLRC SLR INVESTMENT CORP COM 0.0%
Value ($000) $69 Shares 4,324 Est. Cost $12.42 Unrealized +7.0%
CCL CARNIVAL CORP 0.0%
Value ($000) $62 Shares 3,520 Est. Cost $17.62 Unrealized -12.3%
SUSA ISHARES MSCI USA ESG SELECT ETF 0.0%
Value ($000) $56 Shares 503 Est. Cost $109.17 Unrealized
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $55 Shares 129 Est. Cost $390.78 Unrealized +7.1%
CRS CARPENTER TECHNOLOGY CORP COM 0.0%
Value ($000) $54 Shares 503 Est. Cost $64.76 Unrealized +47.2%
PFE PFIZER INC COM 0.0%
Value ($000) $50 Shares 1,767 Est. Cost $24.77 Unrealized 0.0%
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value ($000) $49 Shares 648 Est. Cost $61.56 Unrealized
GOOGL GOOGLE INC 0.0%
Value ($000) $48 Shares 262 Est. Cost $132.56 Unrealized +26.2%
PEP PEPSICO INC COM 0.0%
Value ($000) $48 Shares 294 Est. Cost $85.87 Unrealized +89.0%
OBDC BLUE OWL CAPITAL CORPORATION COM 0.0%
Value ($000) $47 Shares 3,032 Est. Cost $12.02 Unrealized +9.4%
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $46 Shares 1,157 Est. Cost $40.71 Unrealized
SPXL DIREXION DAILY S&P 500 BULL 3X SHARES 0.0%
Value ($000) $40 Shares 275 Est. Cost $134.03 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $38 Shares 238 Est. Cost $174.81 Unrealized -8.0%
NOW SERVICENOW INC COM 0.0%
Value ($000) $34 Shares 43 Est. Cost $13.15 Unrealized +1016.1%
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $34 Shares 1,980 Est. Cost $19.91 Unrealized
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $33 Shares 1,048 Est. Cost $24.79 Unrealized +11.1%
TWLO TWILIO INC CL A 0.0%
Value ($000) $32 Shares 569 Est. Cost $65.86 Unrealized -10.4%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $31 Shares 666 Est. Cost $35.70 Unrealized +9.6%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $30 Shares 200 Est. Cost $151.39 Unrealized +0.9%
DX DYNEX CAPITAL INC 0.0%
Value ($000) $29 Shares 2,487 Est. Cost $12.45 Unrealized
ORCL ORACLE CORPORATION 0.0%
Value ($000) $29 Shares 202 Est. Cost $112.35 Unrealized +8.9%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $26 Shares 180 Est. Cost $128.40 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $26 Shares 133 Est. Cost $35.29 Unrealized +399.1%
GEN GEN DIGITAL INC COM 0.0%
Value ($000) $24 Shares 951 Est. Cost $21.42 Unrealized +3.7%
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $23 Shares 144 Est. Cost $149.87 Unrealized +4.9%
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $21 Shares 96 Est. Cost $218.00 Unrealized 0.0%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $21 Shares 121 Est. Cost $160.78 Unrealized -1.0%
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $20 Shares 1,093 Est. Cost $20.33 Unrealized
IWN ISHARES RUSSELL 2000 VALUE 0.0%
Value ($000) $19 Shares 127 Est. Cost $158.81 Unrealized
STLA STELLANTIS N.V SHS 0.0%
Value ($000) $19 Shares 957 Est. Cost $28.30 Unrealized
ENVX ENOVIX CORPORATION COM 0.0%
Value ($000) $18 Shares 1,225 Est. Cost $9.92 Unrealized -3.7%
MORT VANECK MORTGAGE REIT INCOME ETF 0.0%
Value ($000) $18 Shares 1,635 Est. Cost $11.69 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $17 Shares 81 Est. Cost $195.37 Unrealized -10.5%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $17 Shares 250 Est. Cost $63.74 Unrealized
V VISA INC 0.0%
Value ($000) $16 Shares 59 Est. Cost $55.28 Unrealized +389.9%
BKR BAKER HUGHES INC 0.0%
Value ($000) $15 Shares 440 Est. Cost $29.55 Unrealized +7.1%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $15 Shares 35 Est. Cost $452.59 Unrealized -0.2%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $13 Shares 53 Est. Cost $241.47 Unrealized +3.6%
LAM RESEARCH CORP COM 0.0%
Value ($000) $13 Shares 12 Est. Cost $971.58 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $12 Shares 126 Est. Cost $84.46 Unrealized +5.4%
SO SOUTHERN CO COM 0.0%
Value ($000) $12 Shares 156 Est. Cost $64.75 Unrealized +10.9%
NAIL DIREXION DAILY HOMEBUILDERS & SUPPLIES BULL 3X SHARES 0.0%
Value ($000) $11 Shares 129 Est. Cost $151.48 Unrealized
GEV GE VERNOVA INC COM 0.0%
Value ($000) $10 Shares 62 Est. Cost $158.10 Unrealized 0.0%
ADBE ADOBE INC COM 0.0%
Value ($000) $10 Shares 18 Est. Cost $573.19 Unrealized -15.5%
JPM JPMORGAN CHASE & CO. COM 0.0%
Value ($000) $10 Shares 47 Est. Cost $173.61 Unrealized +9.0%
NLY ANNALY CAPITAL MANAGEMENT INC 0.0%
Value ($000) $9 Shares 505 Est. Cost $19.69 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $9 Shares 463 Est. Cost $15.85 Unrealized +17.7%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $9 Shares 19 Est. Cost $488.97 Unrealized -3.2%
IBIT ISHARES BITCOIN TRUST REGISTERED 0.0%
Value ($000) $9 Shares 261 Est. Cost $36.00 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $9 Shares 26 Est. Cost $372.54 Unrealized +2.1%
INTU INTUIT COM 0.0%
Value ($000) $9 Shares 14 Est. Cost $631.25 Unrealized -2.7%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $9 Shares 138 Est. Cost $68.90 Unrealized -5.4%
WMT WALMART INC COM 0.0%
Value ($000) $9 Shares 132 Est. Cost $56.04 Unrealized +10.6%
HD HOME DEPOT 0.0%
Value ($000) $8 Shares 25 Est. Cost $348.54 Unrealized -6.0%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $8 Shares 21 Est. Cost $322.57 Unrealized +9.9%
DVN DEVON ENERGY CORP 0.0%
Value ($000) $8 Shares 168 Est. Cost $41.80 Unrealized +13.0%
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $8 Shares 1,200 Est. Cost $7.96 Unrealized -14.3%
CHRD CHORD ENERGY CORPORATION COM NEW 0.0%
Value ($000) $8 Shares 46 Est. Cost $162.01 Unrealized 0.0%
AME AMETEK INC COM 0.0%
Value ($000) $8 Shares 47 Est. Cost $170.09 Unrealized +0.4%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $8 Shares 1,208 Est. Cost $7.66 Unrealized -13.6%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $8 Shares 14 Est. Cost $557.71 Unrealized +2.2%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $7 Shares 5 Est. Cost $1250.79 Unrealized +3.3%
LEN LENNAR CORP CL A 0.0%
Value ($000) $7 Shares 50 Est. Cost $39.89 Unrealized +272.4%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $7 Shares 40 Est. Cost $95.13 Unrealized +74.3%
COKE COCA COLA CONS INC COM 0.0%
Value ($000) $7 Shares 6 Est. Cost $84.67 Unrealized +8.0%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $7 Shares 15 Est. Cost $377.87 Unrealized +5.4%
BLACKROCK INC 0.0%
Value ($000) $6 Shares 8 Est. Cost $833.73 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $6 Shares 80 Est. Cost $74.77 Unrealized +2.1%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $6 Shares 13 Est. Cost $546.49 Unrealized -8.1%
DKS DICKS SPORTING GOODS INC COM 0.0%
Value ($000) $6 Shares 30 Est. Cost $163.58 Unrealized +22.7%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $6 Shares 40 Est. Cost $135.16 Unrealized +6.7%
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $6 Shares 77 Est. Cost $61.00 Unrealized +23.6%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $6 Shares 177 Est. Cost $34.12 Unrealized +3.5%
QCOM QUALCOMM INC 0.0%
Value ($000) $6 Shares 28 Est. Cost $40.28 Unrealized +352.8%
YUM YUM! BRANDS INC 0.0%
Value ($000) $6 Shares 43 Est. Cost $133.30 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $5 Shares 35 Est. Cost $123.78 Unrealized +14.2%
ABBV ABBVIE INC COM 0.0%
Value ($000) $5 Shares 32 Est. Cost $161.99 Unrealized -3.0%
MUR MURPHY OIL CORP COM 0.0%
Value ($000) $5 Shares 132 Est. Cost $36.89 Unrealized +8.7%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $5 Shares 76 Est. Cost $55.40 Unrealized +22.0%
TGT TARGET CORP COM 0.0%
Value ($000) $5 Shares 36 Est. Cost $142.02 Unrealized +4.2%
PAG PENSKE AUTOMOTIVE GRP INC COM 0.0%
Value ($000) $5 Shares 35 Est. Cost $152.70 Unrealized -0.4%
LOW LOWES COS INC COM 0.0%
Value ($000) $5 Shares 24 Est. Cost $222.03 Unrealized -0.3%
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.0%
Value ($000) $5 Shares 3 Est. Cost $1492.87 Unrealized +11.3%
STRL STERLING INFRASTRUCTURE INC COM 0.0%
Value ($000) $5 Shares 44 Est. Cost $90.79 Unrealized +25.6%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $5 Shares 118 Est. Cost $32.99 Unrealized +14.3%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $5 Shares 21 Est. Cost $234.26 Unrealized +1.0%
UNP UNION PAC CORP COM 0.0%
Value ($000) $5 Shares 22 Est. Cost $235.59 Unrealized -4.3%
CMI CUMMINS INC COM 0.0%
Value ($000) $5 Shares 18 Est. Cost $247.59 Unrealized +11.5%
R RYDER SYS INC COM 0.0%
Value ($000) $5 Shares 38 Est. Cost $113.85 Unrealized +6.1%
MS MORGAN STANLEY 0.0%
Value ($000) $5 Shares 47 Est. Cost $83.21 Unrealized +9.1%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $5 Shares 39 Est. Cost $98.59 Unrealized +8.3%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $4 Shares 14 Est. Cost $267.07 Unrealized +17.5%
POWI POWER INTEGRATIONS INC COM 0.0%
Value ($000) $4 Shares 64 Est. Cost $72.52 Unrealized -3.6%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $4 Shares 42 Est. Cost $97.81 Unrealized +6.1%
RPM RPM INTL INC COM 0.0%
Value ($000) $4 Shares 41 Est. Cost $111.21 Unrealized -0.4%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $4 Shares 56 Est. Cost $88.61 Unrealized -11.9%
ENTG ENTEGRIS INC 0.0%
Value ($000) $4 Shares 31 Est. Cost $126.74 Unrealized +3.4%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $4 Shares 29 Est. Cost $136.41 Unrealized -4.7%
EA ELECTRONICS ARTS 0.0%
Value ($000) $4 Shares 28 Est. Cost $135.96 Unrealized -3.9%
REXR REXFORD INDL RLTY INC COM 0.0%
Value ($000) $4 Shares 86 Est. Cost $50.30 Unrealized
NKE NIKE INC CLASS B 0.0%
Value ($000) $4 Shares 49 Est. Cost $97.82 Unrealized -8.3%
TDG TRANSDIGM GROUP INC COM DELAWARE 0.0%
Value ($000) $4 Shares 3 Est. Cost $997.72 Unrealized +13.9%
FISV FISERV INC COM 0.0%
Value ($000) $4 Shares 25 Est. Cost $145.64 Unrealized +3.9%
AGO ASSURED GUARANTY LTD COM 0.0%
Value ($000) $4 Shares 47 Est. Cost $82.46 Unrealized -6.8%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $4 Shares 15 Est. Cost $243.03 Unrealized +5.1%
INVH INVITATION HOMES INC COM 0.0%
Value ($000) $4 Shares 102 Est. Cost $31.52 Unrealized +3.5%
CRM SALESFORCE COM 0.0%
Value ($000) $4 Shares 14 Est. Cost $285.15 Unrealized -7.2%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $4 Shares 17 Est. Cost $233.46 Unrealized -2.7%
KYTX KYVERNA THERAPEUTICS INC COM 0.0%
Value ($000) $3 Shares 445 Est. Cost $15.28 Unrealized 0.0%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $301.08 Unrealized +6.5%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $232.50 Unrealized +4.3%
MGY MAGNOLIA OIL & GAS CORP CL A 0.0%
Value ($000) $3 Shares 135 Est. Cost $21.94 Unrealized +16.3%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $3 Shares 14 Est. Cost $237.69 Unrealized -0.7%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $3 Shares 45 Est. Cost $64.26 Unrealized +12.6%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $141.13 Unrealized +3.9%
MOG/A MOOG INC CL A 0.0%
Value ($000) $3 Shares 20 Est. Cost $145.46 Unrealized +11.8%
NLOP NET LEASE OFFICE PROPERTIES COM 0.0%
Value ($000) $3 Shares 132 Est. Cost $23.80 Unrealized
FLEX FLEX LTD ORD 0.0%
Value ($000) $3 Shares 108 Est. Cost $26.23 Unrealized +14.1%
RTX RTX CORPORATION COM 0.0%
Value ($000) $3 Shares 32 Est. Cost $87.25 Unrealized +14.8%
CR CRANE COMPANY COMMON STOCK 0.0%
Value ($000) $3 Shares 22 Est. Cost $121.93 Unrealized +15.2%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $3 Shares 22 Est. Cost $131.88 Unrealized +4.0%
CDW CDW CORP COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $231.59 Unrealized -2.1%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $3 Shares 29 Est. Cost $47.68 Unrealized +7.6%
HILLENBRAND INC COM 0.0%
Value ($000) $3 Shares 80 Est. Cost $50.29 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $3 Shares 6 Est. Cost $498.54 Unrealized +5.8%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $237.76 Unrealized -5.7%
NUE NUCOR CORP COM 0.0%
Value ($000) $3 Shares 19 Est. Cost $177.23 Unrealized -4.7%
WWD WOODWARD INC COM 0.0%
Value ($000) $3 Shares 17 Est. Cost $139.25 Unrealized +21.0%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $3 Shares 29 Est. Cost $88.72 Unrealized +10.0%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $129.80 Unrealized +1.5%
CRL CHARLES RIV LABS INTL INC COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $238.81 Unrealized -5.1%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $3 Shares 59 Est. Cost $38.44 Unrealized +9.6%
PSX PHILLIPS 66 0.0%
Value ($000) $3 Shares 20 Est. Cost $135.44 Unrealized +3.1%
JCI JOHNSON CTLS INC 0.0%
Value ($000) $3 Shares 43 Est. Cost $56.62 Unrealized +16.2%
A AGILENT TECH INC 0.0%
Value ($000) $3 Shares 21 Est. Cost $135.18 Unrealized +2.3%
EQH EQUITABLE HLDGS INC COM 0.0%
Value ($000) $3 Shares 64 Est. Cost $32.61 Unrealized +15.8%
EQT EQT CORP COM 0.0%
Value ($000) $3 Shares 69 Est. Cost $34.84 Unrealized +9.9%
ALLY ALLY FINL INC COM 0.0%
Value ($000) $3 Shares 64 Est. Cost $34.22 Unrealized +7.7%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $3 Shares 5 Est. Cost $501.20 Unrealized
AMG AFFILIATED MANAGERS GROUP INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $155.40 Unrealized +2.4%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $2 Shares 33 Est. Cost $68.48 Unrealized +7.6%
AYRO INC COM 0.0%
Value ($000) $2 Shares 3,125 Est. Cost $1.67 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $84.00 Unrealized +5.4%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $2 Shares 66 Est. Cost $32.36 Unrealized +6.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $136.82 Unrealized +209.7%
GPCR STRUCTURE THERAPEUTICS INC SPONSORED ADS 0.0%
Value ($000) $2 Shares 56 Est. Cost $40.00 Unrealized
GPMT GRANITE PT MTG TR INC COM 0.0%
Value ($000) $2 Shares 753 Est. Cost $4.77 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $46.33 Unrealized +12.9%
CB CHUBB LIMITED COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $241.21 Unrealized +4.8%
WT WISDOMTREE INC COM 0.0%
Value ($000) $2 Shares 203 Est. Cost $7.66 Unrealized +22.9%
IBP INSTALLED BLDG PRODS INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $208.24 Unrealized +5.8%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $311.07 Unrealized +8.9%
M MACYS INC COM 0.0%
Value ($000) $2 Shares 91 Est. Cost $19.32 Unrealized -1.2%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $1 Shares 46 Est. Cost $32.80 Unrealized -0.8%
SOUTHWESTERN ENERGY CO COM 0.0%
Value ($000) $1 Shares 207 Est. Cost $13.85 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $114.18 Unrealized
KBR KBR INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $55.64 Unrealized +13.7%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $195.74 Unrealized +4.5%
RIG TRANSOCEAN 0.0%
Value ($000) $0 Shares 78 Est. Cost $5.46 Unrealized +5.9%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $188.88 Unrealized 0.0%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $56.87 Unrealized 0.0%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $72.41 Unrealized +45.7%
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $116.47 Unrealized 0.0%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $88.72 Unrealized 0.0%
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT 0.0%
Value ($000) $0 Shares 2 Est. Cost $41.50 Unrealized
SUNNOVA ENERGY INTL INC. COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $5.20 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $62.02 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $40.46 Unrealized +20.6%
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 26 Est. Cost $3.22 Unrealized -30.9%
RUN SUNRUN INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $12.25 Unrealized 0.0%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $0.03 Unrealized 0.0%