Westend Capital Management, LLC Diversified Active

CIK: 0001331997 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 24, 2025

Total Value ($000): $263,040 (100.0% shares, 0.0% debt)

Holdings (232)

BA BOEING CO COM 9.3%
Value ($000) $24,552 Shares 143,956 Est. Cost $161.95 Unrealized +6.9%
META META PLATFORMS INC CL A 6.2%
Value ($000) $16,186 Shares 28,084 Est. Cost $98.72 Unrealized +551.6%
GE GE AEROSPACE COM NEW 6.2%
Value ($000) $16,182 Shares 80,849 Est. Cost $161.78 Unrealized +21.0%
GILD GILEAD SCIENCES INC COM 6.1%
Value ($000) $15,918 Shares 142,066 Est. Cost $79.38 Unrealized +26.6%
AAPL APPLE INC 5.9%
Value ($000) $15,447 Shares 69,539 Est. Cost $183.20 Unrealized +26.0%
ET ENERGY TRANSFER L P COM UT LTD PTN 5.4%
Value ($000) $14,101 Shares 758,503 Est. Cost $15.86 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 5.0%
Value ($000) $13,062 Shares 98,780 Est. Cost $132.23 Unrealized
NFLX NETFLIX INC COM 4.9%
Value ($000) $12,856 Shares 13,786 Est. Cost $11.38 Unrealized +735.6%
ISRG INTUITIVE SURGICAL INC COM NEW 4.5%
Value ($000) $11,759 Shares 23,742 Est. Cost $552.91 Unrealized +0.0%
CCJ CAMECO CORP COM 4.1%
Value ($000) $10,888 Shares 264,532 Est. Cost $43.69 Unrealized +7.5%
VIK VIKING HOLDINGS LTD ORD SHS 4.1%
Value ($000) $10,771 Shares 270,964 Est. Cost $34.44 Unrealized +33.9%
SNOW SNOWFLAKE INC CL A 3.9%
Value ($000) $10,144 Shares 69,404 Est. Cost $141.26 Unrealized +20.1%
AMZN AMAZON COM INC COM 3.7%
Value ($000) $9,692 Shares 50,940 Est. Cost $163.31 Unrealized +32.9%
HWM HOWMET AEROSPACE INC COM 3.5%
Value ($000) $9,309 Shares 71,756 Est. Cost $126.66 Unrealized +0.1%
DD DUPONT DE NEMOURS INC COM 3.5%
Value ($000) $9,262 Shares 124,020 Est. Cost $31.89 Unrealized 0.0%
AXP AMERICAN EXPRESS CO COM 3.3%
Value ($000) $8,804 Shares 32,723 Est. Cost $212.39 Unrealized +37.7%
PWR QUANTA SVCS INC COM 3.3%
Value ($000) $8,687 Shares 34,177 Est. Cost $221.38 Unrealized +30.4%
GTLB GITLAB INC CLASS A COM 3.2%
Value ($000) $8,345 Shares 177,563 Est. Cost $53.86 Unrealized +13.6%
ROK ROCKWELL AUTOMATION INC COM 2.5%
Value ($000) $6,496 Shares 25,141 Est. Cost $274.46 Unrealized 0.0%
RTX RTX CORPORATION COM 2.3%
Value ($000) $6,134 Shares 46,305 Est. Cost $124.74 Unrealized +0.0%
MGM MGM RESORTS INTERNATIONAL 2.1%
Value ($000) $5,403 Shares 182,286 Est. Cost $33.60 Unrealized 0.0%
TPL TEXAS PACIFIC LAND TRUST SUB SHARE CERTIFICATES 1.1%
Value ($000) $2,782 Shares 2,100 Est. Cost $167.28 Unrealized +165.0%
ABBV ABBVIE INC COM 0.9%
Value ($000) $2,332 Shares 11,129 Est. Cost $189.31 Unrealized +0.0%
XOM EXXON MOBIL CORP COM 0.5%
Value ($000) $1,400 Shares 11,768 Est. Cost $54.24 Unrealized +97.6%
AGNC AMERICAN CAPITAL AGENCY CORP. 0.3%
Value ($000) $902 Shares 94,148 Est. Cost $9.41 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.3%
Value ($000) $798 Shares 1 Est. Cost $593888.44 Unrealized +22.8%
ABT ABBOTT LABS COM 0.2%
Value ($000) $649 Shares 4,889 Est. Cost $115.94 Unrealized +8.2%
NVDY YIELDMAX NVDA OPTION INCOME STRATEGY ETF 0.2%
Value ($000) $592 Shares 38,505 Est. Cost $22.35 Unrealized
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.2%
Value ($000) $577 Shares 11,145 Est. Cost $55.13 Unrealized
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.2%
Value ($000) $526 Shares 31,652 Est. Cost $17.89 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $502 Shares 3,212 Est. Cost $143.27 Unrealized +27.4%
MRK MERCK & CO INC 0.2%
Value ($000) $461 Shares 5,135 Est. Cost $35.29 Unrealized +155.4%
TPC TUTOR PERINI CORP COM 0.1%
Value ($000) $343 Shares 14,789 Est. Cost $10.21 Unrealized +141.5%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $307 Shares 325 Est. Cost $706.75 Unrealized +37.3%
MKC/V MCCORMICK & CO INC COM VTG 0.1%
Value ($000) $289 Shares 3,524 Est. Cost $64.65 Unrealized +18.0%
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.1%
Value ($000) $288 Shares 3,277 Est. Cost $89.90 Unrealized
GVA GRANITE CONSTR INC COM 0.1%
Value ($000) $264 Shares 3,495 Est. Cost $49.82 Unrealized +67.7%
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $235 Shares 1,416 Est. Cost $65.46 Unrealized +132.9%
EATON VANCE TAX-MANAGED BUY- W COM 0.1%
Value ($000) $229 Shares 17,358 Est. Cost $13.89 Unrealized
CUZ COUSINS PPTYS INC COM NEW 0.1%
Value ($000) $225 Shares 7,636 Est. Cost $24.04 Unrealized
DOUBLELINE YIELD OPPORTUNITIES COM 0.1%
Value ($000) $218 Shares 13,541 Est. Cost $16.24 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $217 Shares 1,369 Est. Cost $57.54 Unrealized +138.1%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $206 Shares 1,230 Est. Cost $144.67 Unrealized +4.0%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $201 Shares 357 Est. Cost $557.62 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $174 Shares 339 Est. Cost $522.24 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $162 Shares 289 Est. Cost $574.06 Unrealized
SAN BANCO SANTANDER CENT HISP 0.1%
Value ($000) $160 Shares 23,912 Est. Cost $6.70 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value ($000) $158 Shares 1,180 Est. Cost $123.18 Unrealized
CI THE CIGNA GROUP COM 0.1%
Value ($000) $140 Shares 427 Est. Cost $316.10 Unrealized -6.5%
SHEL ROYAL DUTCH SHELL PLC-ADR 0.1%
Value ($000) $137 Shares 1,866 Est. Cost $67.04 Unrealized
SLRC SLR INVESTMENT CORP COM 0.1%
Value ($000) $137 Shares 8,099 Est. Cost $13.32 Unrealized +16.2%
WPC WP CAREY INC COM 0.0%
Value ($000) $126 Shares 2,000 Est. Cost $66.92 Unrealized
TEX TEREX CORP NEW COM 0.0%
Value ($000) $110 Shares 2,904 Est. Cost $58.65 Unrealized -25.6%
VRP INVESCO VARIABLE RATE PREFERRED ETF 0.0%
Value ($000) $107 Shares 4,430 Est. Cost $24.24 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value ($000) $106 Shares 339 Est. Cost $277.74 Unrealized +5.5%
SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF 0.0%
Value ($000) $105 Shares 4,501 Est. Cost $23.42 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $105 Shares 250 Est. Cost $397.76 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $103 Shares 194 Est. Cost $394.58 Unrealized +23.2%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $103 Shares 2,427 Est. Cost $42.52 Unrealized
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.0%
Value ($000) $95 Shares 2,932 Est. Cost $27.67 Unrealized +7.2%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $94 Shares 1,564 Est. Cost $43.23 Unrealized +18.0%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $94 Shares 2,604 Est. Cost $28.92 Unrealized +16.7%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $90 Shares 541 Est. Cost $133.23 Unrealized +25.3%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $86 Shares 1,209 Est. Cost $68.54 Unrealized +0.2%
OBDC BLUE OWL CAPITAL CORPORATION COM 0.0%
Value ($000) $78 Shares 5,292 Est. Cost $12.51 Unrealized +7.3%
SNOY YIELDMAX SNOW OPTION INCOME STRATEGY ETF 0.0%
Value ($000) $78 Shares 5,071 Est. Cost $15.29 Unrealized
AMCOR PLC ORD 0.0%
Value ($000) $75 Shares 7,719 Est. Cost $9.64 Unrealized 0.0%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $69 Shares 3,512 Est. Cost $18.50 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $69 Shares 660 Est. Cost $107.63 Unrealized -10.1%
ORCL ORACLE CORPORATION 0.0%
Value ($000) $69 Shares 494 Est. Cost $149.88 Unrealized +7.8%
AMZY YIELDMAX AMZN OPTION INCOME STRATEGY ETF 0.0%
Value ($000) $69 Shares 4,289 Est. Cost $16.04 Unrealized
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $62 Shares 129 Est. Cost $390.78 Unrealized +32.7%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $60 Shares 220 Est. Cost $283.16 Unrealized
SUSA ISHARES MSCI USA ESG SELECT ETF 0.0%
Value ($000) $58 Shares 503 Est. Cost $109.17 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $53 Shares 633 Est. Cost $21.31 Unrealized +312.1%
QQQ POWERSHARES QQQ TR 0.0%
Value ($000) $51 Shares 109 Est. Cost $468.92 Unrealized
DX DYNEX CAPITAL INC 0.0%
Value ($000) $48 Shares 3,685 Est. Cost $12.54 Unrealized
FRME FIRST MERCHANTS CORP COM 0.0%
Value ($000) $46 Shares 1,149 Est. Cost $40.25 Unrealized 0.0%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $45 Shares 166 Est. Cost $308.54 Unrealized 0.0%
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $44 Shares 984 Est. Cost $40.97 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $41 Shares 668 Est. Cost $52.58 Unrealized +5.5%
SPXL DIREXION DAILY S&P 500 BULL 3X SHARES 0.0%
Value ($000) $39 Shares 275 Est. Cost $134.03 Unrealized
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $34 Shares 310 Est. Cost $98.21 Unrealized +29.0%
PEP PEPSICO INC COM 0.0%
Value ($000) $32 Shares 215 Est. Cost $85.87 Unrealized +67.1%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $28 Shares 121 Est. Cost $160.78 Unrealized +40.0%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $27 Shares 118 Est. Cost $212.17 Unrealized +2.9%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $27 Shares 633 Est. Cost $44.20 Unrealized 0.0%
GEN GEN DIGITAL INC COM 0.0%
Value ($000) $25 Shares 951 Est. Cost $21.42 Unrealized +26.0%
JPM JPMORGAN CHASE & CO. COM 0.0%
Value ($000) $25 Shares 102 Est. Cost $190.51 Unrealized +31.7%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $25 Shares 266 Est. Cost $86.24 Unrealized +1.9%
ARM ARM HOLDINGS PLC SPONSORED ADS 0.0%
Value ($000) $24 Shares 224 Est. Cost $152.74 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $24 Shares 35 Est. Cost $615.89 Unrealized 0.0%
V VISA INC 0.0%
Value ($000) $21 Shares 59 Est. Cost $55.28 Unrealized +508.4%
DUOL DUOLINGO INC CL A COM 0.0%
Value ($000) $20 Shares 65 Est. Cost $342.01 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $20 Shares 64 Est. Cost $247.18 Unrealized +19.5%
BKR BAKER HUGHES INC 0.0%
Value ($000) $19 Shares 440 Est. Cost $29.55 Unrealized +48.2%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $19 Shares 35 Est. Cost $452.59 Unrealized +19.8%
GEV GE VERNOVA INC COM 0.0%
Value ($000) $19 Shares 62 Est. Cost $158.10 Unrealized +120.2%
INTU INTUIT COM 0.0%
Value ($000) $18 Shares 30 Est. Cost $632.17 Unrealized -5.5%
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $18 Shares 108 Est. Cost $153.68 Unrealized +6.7%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $15 Shares 250 Est. Cost $63.74 Unrealized
GBDC GOLUB CAP BDC INC COM 0.0%
Value ($000) $15 Shares 970 Est. Cost $13.93 Unrealized 0.0%
SO SOUTHERN CO COM 0.0%
Value ($000) $14 Shares 156 Est. Cost $64.75 Unrealized +29.9%
HD HOME DEPOT 0.0%
Value ($000) $14 Shares 39 Est. Cost $350.01 Unrealized +8.8%
SPMO INVESCO S&P 500 MOMENTUM ETF 0.0%
Value ($000) $14 Shares 146 Est. Cost $90.64 Unrealized
QQQY DEFIANCE NASDAQ 100 ENHANCED OPTIONS & 0DTE INCOME ETF 0.0%
Value ($000) $13 Shares 491 Est. Cost $26.34 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $12 Shares 140 Est. Cost $58.15 Unrealized +59.8%
DE DEERE & CO COM 0.0%
Value ($000) $12 Shares 26 Est. Cost $372.54 Unrealized +23.9%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $12 Shares 141 Est. Cost $63.85 Unrealized +29.3%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $12 Shares 83 Est. Cost $129.79 Unrealized 0.0%
HUT HUT 8 CORP COM 0.0%
Value ($000) $12 Shares 1,009 Est. Cost $8.96 Unrealized +106.1%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $12 Shares 26 Est. Cost $516.36 Unrealized -13.2%
NVS NOVARTIS AG ADR 0.0%
Value ($000) $11 Shares 100 Est. Cost $111.48 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $11 Shares 53 Est. Cost $241.47 Unrealized -10.1%
PSX PHILLIPS 66 0.0%
Value ($000) $11 Shares 86 Est. Cost $129.73 Unrealized -8.1%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $10 Shares 38 Est. Cost $286.51 Unrealized -10.7%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $10 Shares 19 Est. Cost $488.97 Unrealized +2.1%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $10 Shares 40 Est. Cost $95.13 Unrealized +151.7%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $9 Shares 138 Est. Cost $68.90 Unrealized -13.3%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $9 Shares 5 Est. Cost $1250.79 Unrealized +48.1%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $9 Shares 21 Est. Cost $322.57 Unrealized +36.9%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $9 Shares 37 Est. Cost $237.29 Unrealized +5.6%
SILA SILA REALTY TRUST INC COMMON STOCK 0.0%
Value ($000) $9 Shares 338 Est. Cost $25.29 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $9 Shares 120 Est. Cost $74.98 Unrealized +4.2%
DOV DOVER CORP COM 0.0%
Value ($000) $8 Shares 47 Est. Cost $179.40 Unrealized +6.1%
COKE COCA COLA CONS INC COM 0.0%
Value ($000) $8 Shares 6 Est. Cost $84.67 Unrealized +57.5%
AME AMETEK INC COM 0.0%
Value ($000) $8 Shares 47 Est. Cost $170.09 Unrealized +6.2%
NAIL DIREXION DAILY HOMEBUILDERS & SUPPLIES BULL 3X SHARES 0.0%
Value ($000) $8 Shares 129 Est. Cost $151.48 Unrealized
BLK BLACKROCK INC 0.0%
Value ($000) $8 Shares 8 Est. Cost $840.24 Unrealized +14.5%
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $8 Shares 1,200 Est. Cost $7.96 Unrealized -6.4%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $7 Shares 493 Est. Cost $15.81 Unrealized -4.4%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $7 Shares 35 Est. Cost $123.78 Unrealized +88.4%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $7 Shares 1,208 Est. Cost $7.66 Unrealized -11.1%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $7 Shares 14 Est. Cost $557.71 Unrealized -3.2%
ADBE ADOBE INC COM 0.0%
Value ($000) $7 Shares 18 Est. Cost $573.19 Unrealized -25.2%
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $7 Shares 80 Est. Cost $74.77 Unrealized +7.3%
DVN DEVON ENERGY CORP 0.0%
Value ($000) $6 Shares 168 Est. Cost $41.80 Unrealized -17.3%
DKS DICKS SPORTING GOODS INC COM 0.0%
Value ($000) $6 Shares 30 Est. Cost $163.58 Unrealized +33.4%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $6 Shares 133 Est. Cost $39.58 Unrealized 0.0%
LEN LENNAR CORP CL A 0.0%
Value ($000) $6 Shares 50 Est. Cost $39.89 Unrealized +208.6%
MSFT MICROSOFT 0.0%
Value ($000) $6 Shares 15 Est. Cost $399.68 Unrealized +1.4%
CMI CUMMINS INC COM 0.0%
Value ($000) $6 Shares 18 Est. Cost $247.59 Unrealized +39.8%
LOW LOWES COS INC COM 0.0%
Value ($000) $6 Shares 24 Est. Cost $222.03 Unrealized +9.0%
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.0%
Value ($000) $6 Shares 3 Est. Cost $1492.87 Unrealized +35.9%
FISV FISERV INC COM 0.0%
Value ($000) $6 Shares 25 Est. Cost $145.64 Unrealized +50.3%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $5 Shares 56 Est. Cost $88.61 Unrealized +14.0%
MS MORGAN STANLEY 0.0%
Value ($000) $5 Shares 47 Est. Cost $83.21 Unrealized +51.3%
R RYDER SYS INC COM 0.0%
Value ($000) $5 Shares 38 Est. Cost $113.85 Unrealized +36.8%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $5 Shares 13 Est. Cost $546.49 Unrealized -20.5%
NLY ANNALY CAPITAL MANAGEMENT INC 0.0%
Value ($000) $5 Shares 253 Est. Cost $19.69 Unrealized
PAG PENSKE AUTOMOTIVE GRP INC COM 0.0%
Value ($000) $5 Shares 35 Est. Cost $152.70 Unrealized +4.9%
STRL STERLING INFRASTRUCTURE INC COM 0.0%
Value ($000) $5 Shares 44 Est. Cost $90.79 Unrealized +55.1%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $5 Shares 58 Est. Cost $58.82 Unrealized +36.8%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $5 Shares 47 Est. Cost $174.81 Unrealized -36.4%
RPM RPM INTL INC COM 0.0%
Value ($000) $5 Shares 41 Est. Cost $111.21 Unrealized +9.3%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $5 Shares 14 Est. Cost $267.07 Unrealized +34.4%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $5 Shares 42 Est. Cost $97.81 Unrealized +8.2%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $4 Shares 177 Est. Cost $34.12 Unrealized -25.0%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $4 Shares 39 Est. Cost $98.59 Unrealized +10.5%
QCOM QUALCOMM INC 0.0%
Value ($000) $4 Shares 28 Est. Cost $40.28 Unrealized +296.4%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $4 Shares 66 Est. Cost $65.78 Unrealized 0.0%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $4 Shares 40 Est. Cost $135.16 Unrealized -13.2%
TDG TRANSDIGM GROUP INC COM DELAWARE 0.0%
Value ($000) $4 Shares 3 Est. Cost $997.72 Unrealized +25.0%
NLOP NET LEASE OFFICE PROPERTIES COM 0.0%
Value ($000) $4 Shares 132 Est. Cost $23.80 Unrealized
AGO ASSURED GUARANTY LTD COM 0.0%
Value ($000) $4 Shares 47 Est. Cost $82.46 Unrealized +8.0%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $4 Shares 14 Est. Cost $232.50 Unrealized +29.2%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $4 Shares 22 Est. Cost $131.88 Unrealized +41.6%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $4 Shares 11 Est. Cost $301.08 Unrealized +6.1%
CRM SALESFORCE COM 0.0%
Value ($000) $4 Shares 14 Est. Cost $285.15 Unrealized +8.4%
TGT TARGET CORP COM 0.0%
Value ($000) $4 Shares 36 Est. Cost $141.58 Unrealized -15.1%
MUR MURPHY OIL CORP COM 0.0%
Value ($000) $4 Shares 132 Est. Cost $36.89 Unrealized -27.7%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $4 Shares 21 Est. Cost $141.13 Unrealized +29.9%
EQT EQT CORP COM 0.0%
Value ($000) $4 Shares 69 Est. Cost $34.84 Unrealized +45.1%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $4 Shares 6 Est. Cost $498.54 Unrealized +30.1%
HIG HARTFORD INSURANCE GROUP INC COM 0.0%
Value ($000) $4 Shares 29 Est. Cost $88.72 Unrealized +27.3%
FLEX FLEX LTD ORD 0.0%
Value ($000) $4 Shares 108 Est. Cost $26.23 Unrealized +49.4%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $4 Shares 15 Est. Cost $243.03 Unrealized +3.8%
MOG/A MOOG INC CL A 0.0%
Value ($000) $3 Shares 20 Est. Cost $145.46 Unrealized +25.9%
JCI JOHNSON CTLS INC 0.0%
Value ($000) $3 Shares 43 Est. Cost $56.62 Unrealized +44.1%
MGY MAGNOLIA OIL & GAS CORP CL A 0.0%
Value ($000) $3 Shares 135 Est. Cost $21.94 Unrealized +10.5%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $3 Shares 33 Est. Cost $96.18 Unrealized 0.0%
CR CRANE COMPANY COMMON STOCK 0.0%
Value ($000) $3 Shares 22 Est. Cost $121.93 Unrealized +31.0%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $3 Shares 14 Est. Cost $237.69 Unrealized +13.3%
EQH EQUITABLE HLDGS INC COM 0.0%
Value ($000) $3 Shares 64 Est. Cost $32.61 Unrealized +57.4%
GOOGL GOOGLE INC 0.0%
Value ($000) $3 Shares 21 Est. Cost $132.56 Unrealized +36.3%
POWI POWER INTEGRATIONS INC COM 0.0%
Value ($000) $3 Shares 64 Est. Cost $72.52 Unrealized -18.9%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $3 Shares 59 Est. Cost $38.44 Unrealized +58.4%
INTC INTEL CORP COM 0.0%
Value ($000) $3 Shares 133 Est. Cost $21.88 Unrealized 0.0%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $3 Shares 58 Est. Cost $36.00 Unrealized
ENTG ENTEGRIS INC 0.0%
Value ($000) $3 Shares 31 Est. Cost $126.74 Unrealized -20.8%
LLY ELI LILLY & CO COM 0.0%
Value ($000) $2 Shares 3 Est. Cost $702.49 Unrealized +17.7%
SOXL DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES 0.0%
Value ($000) $2 Shares 152 Est. Cost $46.53 Unrealized
ALC ALCON AG ORD SHS 0.0%
Value ($000) $2 Shares 20 Est. Cost $89.40 Unrealized 0.0%
FLIN FRANKLIN FTSE INDIA ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $36.84 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $154.48 Unrealized +35.8%
AYRO INC COM 0.0%
Value ($000) $2 Shares 3,125 Est. Cost $1.67 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $1 Shares 46 Est. Cost $32.80 Unrealized -13.6%
HON HONEYWELL INTL INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $198.41 Unrealized 0.0%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $1 Shares 8 Est. Cost $131.13 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR 0.0%
Value ($000) $1 Shares 5 Est. Cost $206.40 Unrealized
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $23.87 Unrealized 0.0%
MORT VANECK MORTGAGE REIT INCOME ETF 0.0%
Value ($000) $1 Shares 87 Est. Cost $11.69 Unrealized
IWN ISHARES RUSSELL 2000 VALUE 0.0%
Value ($000) $1 Shares 6 Est. Cost $158.81 Unrealized
FXI ISHARES FTSE CHINA ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $35.84 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $1 Shares 26 Est. Cost $36.12 Unrealized +13.7%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $205.97 Unrealized 0.0%
NOW SERVICENOW INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $13.15 Unrealized +1366.1%
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value ($000) $1 Shares 5 Est. Cost $146.50 Unrealized 0.0%
GSG ISHARES S&P GSCI COMMODITY INDEXED TRUST 0.0%
Value ($000) $1 Shares 30 Est. Cost $22.77 Unrealized
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $195.74 Unrealized +27.0%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $77.71 Unrealized 0.0%
KBR KBR INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $55.64 Unrealized -5.4%
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value ($000) $1 Shares 10 Est. Cost $57.30 Unrealized
STLA STELLANTIS N.V SHS 0.0%
Value ($000) $1 Shares 50 Est. Cost $28.30 Unrealized
FCX FREEPORT MCMORAN COPPER 0.0%
Value ($000) $1 Shares 14 Est. Cost $39.40 Unrealized -4.0%
FLR FLUOR CORP 0.0%
Value ($000) $0 Shares 12 Est. Cost $38.39 Unrealized +12.5%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $0 Shares 5 Est. Cost $78.80 Unrealized
BWXT BABCOCK COMMON STOCK 0.0%
Value ($000) $0 Shares 3 Est. Cost $107.74 Unrealized 0.0%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $12.93 Unrealized +640.5%
TSLA TESLA INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $227.97 Unrealized +46.2%
RIG TRANSOCEAN 0.0%
Value ($000) $0 Shares 78 Est. Cost $5.46 Unrealized -35.7%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $188.88 Unrealized -16.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 1 Est. Cost $136.05 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $56.87 Unrealized +29.6%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $88.72 Unrealized +53.2%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $72.41 Unrealized +46.8%
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 -22.9%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $40.46 Unrealized +44.9%
CCL CARNIVAL CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $17.62 Unrealized +35.0%
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 26 Est. Cost $3.22 Unrealized -57.9%
SUNNOVA ENERGY INTL INC. COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $5.20 Unrealized