Westend Capital Management, LLC Diversified Active

CIK: 0001331997 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 10, 2024

Total Value ($000): $291,819 (100.0% shares, 0.0% debt)

Holdings (244)

NVDA NVIDIA CORPORATION COM 14.1%
Value ($000) $41,222 Shares 339,447 Est. Cost $98.21 Unrealized +20.2%
AAPL APPLE INC 5.5%
Value ($000) $15,997 Shares 68,655 Est. Cost $182.58 Unrealized +21.6%
META META PLATFORMS INC CL A 5.5%
Value ($000) $15,991 Shares 27,934 Est. Cost $98.72 Unrealized +418.7%
GE GE AEROSPACE COM NEW 5.1%
Value ($000) $14,941 Shares 79,229 Est. Cost $161.25 Unrealized +4.1%
CCJ CAMECO CORP COM 4.3%
Value ($000) $12,524 Shares 262,227 Est. Cost $43.65 Unrealized -0.5%
FLR FLUOR CORP 4.1%
Value ($000) $12,009 Shares 251,699 Est. Cost $38.39 Unrealized +22.9%
MSFT MICROSOFT 4.1%
Value ($000) $11,869 Shares 27,583 Est. Cost $399.68 Unrealized +5.9%
ARM ARM HOLDINGS PLC SPONSORED ADS 4.0%
Value ($000) $11,774 Shares 82,329 Est. Cost $152.74 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 4.0%
Value ($000) $11,726 Shares 730,575 Est. Cost $15.73 Unrealized
PWR QUANTA SVCS INC COM 3.5%
Value ($000) $10,076 Shares 33,796 Est. Cost $220.68 Unrealized +19.6%
PLTR PALANTIR TECHNOLOGIES INC CL A 3.4%
Value ($000) $10,023 Shares 269,437 Est. Cost $21.31 Unrealized +44.0%
NFLX NETFLIX INC COM 3.3%
Value ($000) $9,621 Shares 13,564 Est. Cost $9.79 Unrealized +583.0%
AMZN AMAZON COM INC COM 3.2%
Value ($000) $9,406 Shares 50,480 Est. Cost $162.75 Unrealized +12.1%
VIK VIKING HOLDINGS LTD ORD SHS 3.2%
Value ($000) $9,272 Shares 265,749 Est. Cost $34.22 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC COM 3.0%
Value ($000) $8,808 Shares 117,196 Est. Cost $71.75 Unrealized -1.9%
AXP AMERICAN EXPRESS CO COM 3.0%
Value ($000) $8,610 Shares 31,747 Est. Cost $210.55 Unrealized +16.4%
TSLA TESLA INC COM 2.9%
Value ($000) $8,418 Shares 32,177 Est. Cost $227.97 Unrealized +0.0%
AVGO BROADCOM INC COM 2.4%
Value ($000) $6,932 Shares 40,184 Est. Cost $154.48 Unrealized +2.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 2.3%
Value ($000) $6,793 Shares 39,112 Est. Cost $136.05 Unrealized
GILD GILEAD SCIENCES INC COM 2.3%
Value ($000) $6,792 Shares 81,010 Est. Cost $73.07 Unrealized 0.0%
KWEB KRANESHARES CSI CHINA INTERNET ETF 2.3%
Value ($000) $6,746 Shares 198,287 Est. Cost $34.02 Unrealized
HUT HUT 8 CORP COM 2.1%
Value ($000) $6,092 Shares 496,940 Est. Cost $8.96 Unrealized +48.5%
LLY ELI LILLY & CO COM 2.0%
Value ($000) $5,920 Shares 6,682 Est. Cost $702.49 Unrealized +26.7%
ZTS ZOETIS INC CL A 1.9%
Value ($000) $5,514 Shares 28,220 Est. Cost $181.33 Unrealized 0.0%
MDT MEDTRONIC PLC SHS 1.8%
Value ($000) $5,304 Shares 58,917 Est. Cost $80.83 Unrealized 0.0%
GTLB GITLAB INC CLASS A COM 1.7%
Value ($000) $4,934 Shares 95,726 Est. Cost $49.97 Unrealized 0.0%
TPL TEXAS PACIFIC LAND TRUST SUB SHARE CERTIFICATES 0.6%
Value ($000) $1,858 Shares 2,100 Est. Cost $167.28 Unrealized +62.8%
XOM EXXON MOBIL CORP COM 0.5%
Value ($000) $1,358 Shares 11,585 Est. Cost $53.41 Unrealized +106.0%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $691 Shares 1 Est. Cost $593888.44 Unrealized +11.8%
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.2%
Value ($000) $596 Shares 10,859 Est. Cost $54.70 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $549 Shares 4,835 Est. Cost $31.89 Unrealized +254.2%
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $537 Shares 3,212 Est. Cost $143.27 Unrealized +17.4%
SPMO INVESCO S&P 500 MOMENTUM ETF 0.2%
Value ($000) $478 Shares 5,271 Est. Cost $90.64 Unrealized
AGNC AMERICAN CAPITAL AGENCY CORP. 0.2%
Value ($000) $477 Shares 45,640 Est. Cost $9.55 Unrealized
TPC TUTOR PERINI CORP COM 0.1%
Value ($000) $426 Shares 15,674 Est. Cost $10.21 Unrealized +123.9%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $385 Shares 668 Est. Cost $557.62 Unrealized
NVDY YIELDMAX NVDA OPTION INCOME STRATEGY ETF 0.1%
Value ($000) $337 Shares 14,072 Est. Cost $23.96 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.1%
Value ($000) $317 Shares 3,272 Est. Cost $89.90 Unrealized
GVA GRANITE CONSTR INC COM 0.1%
Value ($000) $292 Shares 3,680 Est. Cost $49.82 Unrealized +41.1%
MKC/V MCCORMICK & CO INC COM VTG 0.1%
Value ($000) $291 Shares 3,524 Est. Cost $64.65 Unrealized +15.9%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $288 Shares 325 Est. Cost $706.75 Unrealized +22.0%
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.1%
Value ($000) $256 Shares 14,169 Est. Cost $17.89 Unrealized
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $238 Shares 1,470 Est. Cost $65.46 Unrealized +133.2%
ABT ABBOTT LABS COM 0.1%
Value ($000) $238 Shares 2,089 Est. Cost $103.16 Unrealized +3.8%
CUZ COUSINS PPTYS INC COM NEW 0.1%
Value ($000) $225 Shares 7,636 Est. Cost $24.04 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $169 Shares 294 Est. Cost $574.06 Unrealized
SUMMIT MATLS INC CL A 0.1%
Value ($000) $162 Shares 4,160 Est. Cost $44.57 Unrealized
TEX TEREX CORP NEW COM 0.1%
Value ($000) $162 Shares 3,061 Est. Cost $58.65 Unrealized -5.8%
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value ($000) $159 Shares 1,180 Est. Cost $123.18 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $158 Shares 420 Est. Cost $337.05 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $146 Shares 1,200 Est. Cost $48.66 Unrealized +125.7%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $137 Shares 395 Est. Cost $317.75 Unrealized +5.4%
EATON VANCE TAX-MANAGED BUY- W COM 0.0%
Value ($000) $131 Shares 9,496 Est. Cost $12.93 Unrealized
WPC WP CAREY INC COM 0.0%
Value ($000) $125 Shares 2,000 Est. Cost $66.92 Unrealized
SHEL ROYAL DUTCH SHELL PLC-ADR 0.0%
Value ($000) $123 Shares 1,866 Est. Cost $67.04 Unrealized
DOUBLELINE YIELD OPPORTUNITIES COM 0.0%
Value ($000) $114 Shares 6,877 Est. Cost $16.59 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value ($000) $111 Shares 365 Est. Cost $276.74 Unrealized -3.6%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $106 Shares 250 Est. Cost $397.76 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $98 Shares 497 Est. Cost $186.81 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $96 Shares 209 Est. Cost $394.58 Unrealized +12.1%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $92 Shares 623 Est. Cost $139.01 Unrealized +0.7%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $91 Shares 541 Est. Cost $133.23 Unrealized +10.8%
FCX FREEPORT MCMORAN COPPER 0.0%
Value ($000) $87 Shares 1,748 Est. Cost $39.40 Unrealized +12.3%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $82 Shares 370 Est. Cost $220.89 Unrealized
CRS CARPENTER TECHNOLOGY CORP COM 0.0%
Value ($000) $80 Shares 503 Est. Cost $64.76 Unrealized +107.7%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $75 Shares 1,200 Est. Cost $62.32 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $73 Shares 689 Est. Cost $107.63 Unrealized -2.4%
SLRC SLR INVESTMENT CORP COM 0.0%
Value ($000) $65 Shares 4,324 Est. Cost $12.42 Unrealized +8.1%
CCL CARNIVAL CORP 0.0%
Value ($000) $65 Shares 3,520 Est. Cost $17.62 Unrealized -3.9%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $62 Shares 220 Est. Cost $283.16 Unrealized
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $61 Shares 129 Est. Cost $390.78 Unrealized +9.1%
SUSA ISHARES MSCI USA ESG SELECT ETF 0.0%
Value ($000) $61 Shares 503 Est. Cost $109.17 Unrealized
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $53 Shares 1,157 Est. Cost $40.71 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $51 Shares 1,767 Est. Cost $24.77 Unrealized +7.7%
PEP PEPSICO INC COM 0.0%
Value ($000) $50 Shares 294 Est. Cost $85.87 Unrealized +89.7%
SOXL DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES 0.0%
Value ($000) $47 Shares 1,291 Est. Cost $46.53 Unrealized
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value ($000) $47 Shares 648 Est. Cost $61.56 Unrealized
SPXL DIREXION DAILY S&P 500 BULL 3X SHARES 0.0%
Value ($000) $45 Shares 275 Est. Cost $134.03 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION COM 0.0%
Value ($000) $44 Shares 3,032 Est. Cost $12.02 Unrealized +5.6%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $39 Shares 238 Est. Cost $174.81 Unrealized -13.1%
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $38 Shares 1,980 Est. Cost $19.91 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $38 Shares 42 Est. Cost $13.15 Unrealized +1150.5%
TWLO TWILIO INC CL A 0.0%
Value ($000) $37 Shares 569 Est. Cost $65.86 Unrealized -9.1%
ORCL ORACLE CORPORATION 0.0%
Value ($000) $34 Shares 202 Est. Cost $112.35 Unrealized +27.3%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $34 Shares 666 Est. Cost $35.70 Unrealized +27.5%
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $34 Shares 196 Est. Cost $153.68 Unrealized +6.9%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $33 Shares 1,048 Est. Cost $24.79 Unrealized +16.2%
DX DYNEX CAPITAL INC 0.0%
Value ($000) $32 Shares 2,487 Est. Cost $12.45 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $27 Shares 133 Est. Cost $35.29 Unrealized +446.7%
GEN GEN DIGITAL INC COM 0.0%
Value ($000) $26 Shares 951 Est. Cost $21.42 Unrealized +17.0%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $25 Shares 200 Est. Cost $151.39 Unrealized -14.3%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $25 Shares 90 Est. Cost $306.18 Unrealized -7.2%
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $24 Shares 96 Est. Cost $218.00 Unrealized +3.3%
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $22 Shares 1,093 Est. Cost $20.33 Unrealized
NAIL DIREXION DAILY HOMEBUILDERS & SUPPLIES BULL 3X SHARES 0.0%
Value ($000) $22 Shares 129 Est. Cost $151.48 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $22 Shares 121 Est. Cost $160.78 Unrealized +11.9%
JPM JPMORGAN CHASE & CO. COM 0.0%
Value ($000) $22 Shares 102 Est. Cost $190.51 Unrealized +7.6%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $21 Shares 180 Est. Cost $128.40 Unrealized
MORT VANECK MORTGAGE REIT INCOME ETF 0.0%
Value ($000) $20 Shares 1,635 Est. Cost $11.69 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $19 Shares 30 Est. Cost $632.17 Unrealized +0.1%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $18 Shares 216 Est. Cost $68.01 Unrealized +10.1%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $18 Shares 250 Est. Cost $63.74 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $18 Shares 64 Est. Cost $247.18 Unrealized +2.6%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $17 Shares 35 Est. Cost $452.59 Unrealized +2.0%
V VISA INC 0.0%
Value ($000) $16 Shares 59 Est. Cost $55.28 Unrealized +384.3%
BKR BAKER HUGHES INC 0.0%
Value ($000) $16 Shares 440 Est. Cost $29.55 Unrealized +15.5%
GEV GE VERNOVA INC COM 0.0%
Value ($000) $16 Shares 62 Est. Cost $158.10 Unrealized +21.2%
HD HOME DEPOT 0.0%
Value ($000) $16 Shares 39 Est. Cost $350.01 Unrealized +0.8%
GOOGL GOOGLE INC 0.0%
Value ($000) $15 Shares 92 Est. Cost $132.56 Unrealized +25.8%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $15 Shares 26 Est. Cost $516.36 Unrealized 0.0%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $15 Shares 53 Est. Cost $241.47 Unrealized +8.7%
SO SOUTHERN CO COM 0.0%
Value ($000) $14 Shares 156 Est. Cost $64.75 Unrealized +26.1%
PSX PHILLIPS 66 0.0%
Value ($000) $14 Shares 106 Est. Cost $129.73 Unrealized -1.0%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $13 Shares 126 Est. Cost $84.46 Unrealized +17.1%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $11 Shares 38 Est. Cost $286.51 Unrealized 0.0%
ENVX ENOVIX CORPORATION COM 0.0%
Value ($000) $11 Shares 1,225 Est. Cost $9.92 Unrealized +19.6%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $11 Shares 282 Est. Cost $38.77 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $11 Shares 19 Est. Cost $488.97 Unrealized +12.1%
DE DEERE & CO COM 0.0%
Value ($000) $11 Shares 26 Est. Cost $372.54 Unrealized -0.9%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $11 Shares 52 Est. Cost $204.28 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $11 Shares 48 Est. Cost $216.92 Unrealized 0.0%
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $11 Shares 1,200 Est. Cost $7.96 Unrealized -6.5%
WMT WALMART INC COM 0.0%
Value ($000) $11 Shares 132 Est. Cost $56.04 Unrealized +29.3%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $10 Shares 138 Est. Cost $68.90 Unrealized -2.5%
NLY ANNALY CAPITAL MANAGEMENT INC 0.0%
Value ($000) $10 Shares 505 Est. Cost $19.69 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $10 Shares 141 Est. Cost $63.85 Unrealized 0.0%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $10 Shares 1,208 Est. Cost $7.66 Unrealized -6.4%
TGT TARGET CORP COM 0.0%
Value ($000) $10 Shares 64 Est. Cost $141.58 Unrealized -0.4%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $10 Shares 5 Est. Cost $1250.79 Unrealized +36.8%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $10 Shares 37 Est. Cost $237.29 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $9 Shares 21 Est. Cost $322.57 Unrealized +27.3%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $9 Shares 261 Est. Cost $36.00 Unrealized
LEN LENNAR CORP CL A 0.0%
Value ($000) $9 Shares 50 Est. Cost $39.89 Unrealized +311.7%
ADBE ADOBE INC COM 0.0%
Value ($000) $9 Shares 18 Est. Cost $573.19 Unrealized -4.3%
DOV DOVER CORP COM 0.0%
Value ($000) $9 Shares 47 Est. Cost $179.40 Unrealized 0.0%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $9 Shares 463 Est. Cost $15.85 Unrealized +24.4%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $9 Shares 40 Est. Cost $95.13 Unrealized +98.6%
AMGN AMGEN INC 0.0%
Value ($000) $9 Shares 27 Est. Cost $313.17 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $9 Shares 14 Est. Cost $557.71 Unrealized +5.6%
SILA SILA REALTY TRUST INC COMMON STOCK 0.0%
Value ($000) $9 Shares 338 Est. Cost $25.29 Unrealized
AME AMETEK INC COM 0.0%
Value ($000) $8 Shares 47 Est. Cost $170.09 Unrealized -2.8%
COKE COCA COLA CONS INC COM 0.0%
Value ($000) $8 Shares 6 Est. Cost $84.67 Unrealized +43.0%
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $8 Shares 77 Est. Cost $61.00 Unrealized +47.5%
BLK BLACKROCK INC 0.0%
Value ($000) $8 Shares 8 Est. Cost $840.24 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $7 Shares 15 Est. Cost $377.87 Unrealized +23.2%
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $7 Shares 80 Est. Cost $74.77 Unrealized +2.4%
DUOL DUOLINGO INC CL A COM 0.0%
Value ($000) $7 Shares 24 Est. Cost $204.75 Unrealized +0.2%
DVN DEVON ENERGY CORP 0.0%
Value ($000) $7 Shares 168 Est. Cost $41.80 Unrealized +0.9%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $7 Shares 13 Est. Cost $546.49 Unrealized -11.1%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $7 Shares 40 Est. Cost $135.16 Unrealized +9.5%
LOW LOWES COS INC COM 0.0%
Value ($000) $7 Shares 24 Est. Cost $222.03 Unrealized +6.4%
STRL STERLING INFRASTRUCTURE INC COM 0.0%
Value ($000) $6 Shares 44 Est. Cost $90.79 Unrealized +30.9%
ABBV ABBVIE INC COM 0.0%
Value ($000) $6 Shares 32 Est. Cost $161.99 Unrealized +10.3%
DKS DICKS SPORTING GOODS INC COM 0.0%
Value ($000) $6 Shares 30 Est. Cost $163.58 Unrealized +26.4%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $6 Shares 35 Est. Cost $123.78 Unrealized +28.7%
YUM YUM! BRANDS INC 0.0%
Value ($000) $6 Shares 43 Est. Cost $133.30 Unrealized -2.9%
CMI CUMMINS INC COM 0.0%
Value ($000) $6 Shares 18 Est. Cost $247.59 Unrealized +16.3%
PAG PENSKE AUTOMOTIVE GRP INC COM 0.0%
Value ($000) $6 Shares 35 Est. Cost $152.70 Unrealized +4.4%
R RYDER SYS INC COM 0.0%
Value ($000) $6 Shares 38 Est. Cost $113.85 Unrealized +19.0%
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.0%
Value ($000) $6 Shares 3 Est. Cost $1492.87 Unrealized +27.1%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $5 Shares 56 Est. Cost $88.61 Unrealized -6.5%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $5 Shares 14 Est. Cost $267.07 Unrealized +28.5%
UNP UNION PAC CORP COM 0.0%
Value ($000) $5 Shares 22 Est. Cost $235.59 Unrealized -0.4%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $5 Shares 118 Est. Cost $32.99 Unrealized +26.6%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $5 Shares 177 Est. Cost $34.12 Unrealized -11.1%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $5 Shares 130 Est. Cost $36.12 Unrealized 0.0%
RPM RPM INTL INC COM 0.0%
Value ($000) $5 Shares 41 Est. Cost $111.21 Unrealized +4.1%
MS MORGAN STANLEY 0.0%
Value ($000) $5 Shares 47 Est. Cost $83.21 Unrealized +16.5%
QCOM QUALCOMM INC 0.0%
Value ($000) $5 Shares 28 Est. Cost $40.28 Unrealized +324.9%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $5 Shares 39 Est. Cost $98.59 Unrealized +12.1%
FISV FISERV INC COM 0.0%
Value ($000) $4 Shares 25 Est. Cost $145.64 Unrealized +13.3%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $4 Shares 11 Est. Cost $301.08 Unrealized +20.3%
MUR MURPHY OIL CORP COM 0.0%
Value ($000) $4 Shares 132 Est. Cost $36.89 Unrealized -5.0%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $4 Shares 42 Est. Cost $97.81 Unrealized +3.1%
REXR REXFORD INDL RLTY INC COM 0.0%
Value ($000) $4 Shares 86 Est. Cost $50.30 Unrealized
TDG TRANSDIGM GROUP INC COM DELAWARE 0.0%
Value ($000) $4 Shares 3 Est. Cost $997.72 Unrealized +15.5%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $4 Shares 14 Est. Cost $232.50 Unrealized +13.2%
POWI POWER INTEGRATIONS INC COM 0.0%
Value ($000) $4 Shares 64 Est. Cost $72.52 Unrealized -11.1%
NLOP NET LEASE OFFICE PROPERTIES COM 0.0%
Value ($000) $4 Shares 132 Est. Cost $23.80 Unrealized
MOG/A MOOG INC CL A 0.0%
Value ($000) $4 Shares 20 Est. Cost $145.46 Unrealized +28.2%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $4 Shares 17 Est. Cost $233.46 Unrealized +1.1%
EA ELECTRONICS ARTS 0.0%
Value ($000) $4 Shares 28 Est. Cost $135.96 Unrealized +5.9%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $4 Shares 21 Est. Cost $141.13 Unrealized +18.7%
RTX RTX CORPORATION COM 0.0%
Value ($000) $4 Shares 32 Est. Cost $87.25 Unrealized +27.3%
CRM SALESFORCE COM 0.0%
Value ($000) $4 Shares 14 Est. Cost $285.15 Unrealized -11.0%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $4 Shares 29 Est. Cost $47.68 Unrealized +18.7%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $4 Shares 6 Est. Cost $498.54 Unrealized +12.4%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $4 Shares 15 Est. Cost $243.03 Unrealized +1.2%
AGO ASSURED GUARANTY LTD COM 0.0%
Value ($000) $4 Shares 47 Est. Cost $82.46 Unrealized -5.7%
FLEX FLEX LTD ORD 0.0%
Value ($000) $4 Shares 108 Est. Cost $26.23 Unrealized +17.2%
INVH INVITATION HOMES INC COM 0.0%
Value ($000) $4 Shares 102 Est. Cost $31.52 Unrealized +7.5%
ENTG ENTEGRIS INC 0.0%
Value ($000) $3 Shares 31 Est. Cost $126.74 Unrealized -7.2%
CR CRANE COMPANY COMMON STOCK 0.0%
Value ($000) $3 Shares 22 Est. Cost $121.93 Unrealized +22.6%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $3 Shares 14 Est. Cost $237.69 Unrealized -3.3%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $237.76 Unrealized -2.0%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $3 Shares 29 Est. Cost $88.72 Unrealized +20.7%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $129.80 Unrealized +16.9%
JCI JOHNSON CTLS INC 0.0%
Value ($000) $3 Shares 43 Est. Cost $56.62 Unrealized +21.8%
MGY MAGNOLIA OIL & GAS CORP CL A 0.0%
Value ($000) $3 Shares 135 Est. Cost $21.94 Unrealized +14.9%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $3 Shares 22 Est. Cost $131.88 Unrealized +6.1%
CDW CDW CORP COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $231.59 Unrealized -6.1%
A AGILENT TECH INC 0.0%
Value ($000) $3 Shares 21 Est. Cost $135.18 Unrealized +0.3%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $3 Shares 59 Est. Cost $38.44 Unrealized +22.8%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $3 Shares 45 Est. Cost $64.26 Unrealized +0.5%
WWD WOODWARD INC COM 0.0%
Value ($000) $3 Shares 17 Est. Cost $139.25 Unrealized +18.6%
NUE NUCOR CORP COM 0.0%
Value ($000) $3 Shares 19 Est. Cost $177.23 Unrealized -17.2%
AMG AFFILIATED MANAGERS GROUP INC COM 0.0%
Value ($000) $3 Shares 16 Est. Cost $155.40 Unrealized +9.3%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $3 Shares 66 Est. Cost $32.36 Unrealized +19.2%
CRL CHARLES RIV LABS INTL INC COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $238.81 Unrealized -13.0%
EQH EQUITABLE HLDGS INC COM 0.0%
Value ($000) $3 Shares 64 Est. Cost $32.61 Unrealized +22.3%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $3 Shares 5 Est. Cost $501.20 Unrealized
AYRO INC COM 0.0%
Value ($000) $3 Shares 3,125 Est. Cost $1.67 Unrealized
EQT EQT CORP COM 0.0%
Value ($000) $3 Shares 69 Est. Cost $34.84 Unrealized -4.2%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $136.82 Unrealized +247.2%
IBP INSTALLED BLDG PRODS INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $208.24 Unrealized +6.5%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $2 Shares 33 Est. Cost $68.48 Unrealized +5.5%
GPMT GRANITE PT MTG TR INC COM 0.0%
Value ($000) $2 Shares 753 Est. Cost $4.77 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $311.07 Unrealized +8.9%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $46.33 Unrealized +13.4%
CB CHUBB LIMITED COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $241.21 Unrealized +12.3%
ALLY ALLY FINL INC COM 0.0%
Value ($000) $2 Shares 64 Est. Cost $34.22 Unrealized +11.1%
WT WISDOMTREE INC COM 0.0%
Value ($000) $2 Shares 203 Est. Cost $7.66 Unrealized +32.8%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $2 Shares 46 Est. Cost $32.80 Unrealized -3.0%
SOUTHWESTERN ENERGY CO COM 0.0%
Value ($000) $1 Shares 207 Est. Cost $13.85 Unrealized
M MACYS INC COM 0.0%
Value ($000) $1 Shares 91 Est. Cost $19.32 Unrealized -16.0%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $114.18 Unrealized
IWN ISHARES RUSSELL 2000 VALUE 0.0%
Value ($000) $1 Shares 6 Est. Cost $158.81 Unrealized
KBR KBR INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $55.64 Unrealized +14.9%
STLA STELLANTIS N.V SHS 0.0%
Value ($000) $1 Shares 50 Est. Cost $28.30 Unrealized
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $195.74 Unrealized +10.2%
RIG TRANSOCEAN 0.0%
Value ($000) $0 Shares 78 Est. Cost $5.46 Unrealized -9.7%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $12.93 Unrealized +704.3%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $188.88 Unrealized -2.0%
SUNNOVA ENERGY INTL INC. COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $5.20 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $56.87 Unrealized -3.6%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $88.72 Unrealized +22.9%
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $116.47 Unrealized -4.1%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $72.41 Unrealized +25.1%
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT 0.0%
Value ($000) $0 Shares 2 Est. Cost $41.50 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $62.02 Unrealized -10.7%
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 26 Est. Cost $3.22 Unrealized -35.0%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $40.46 Unrealized +6.0%
RUN SUNRUN INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $12.25 Unrealized +45.1%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $0.03 Unrealized -51.0%