Westend Capital Management, LLC Diversified Active

CIK: 0001331997 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 17, 2025

Total Value ($000): $343,228 (100.0% shares, 0.0% debt)

Holdings (254)

BA BOEING CO COM 9.0%
Value ($000) $30,927 Shares 143,294 Est. Cost $166.96 Unrealized +35.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 6.5%
Value ($000) $22,298 Shares 124,756 Est. Cost $178.67 Unrealized
GE GE AEROSPACE COM NEW 6.1%
Value ($000) $20,940 Shares 69,609 Est. Cost $163.43 Unrealized +66.9%
AAPL APPLE INC 5.8%
Value ($000) $19,877 Shares 78,061 Est. Cost $224.55 Unrealized +0.5%
PLTR PALANTIR TECHNOLOGIES INC CL A 5.5%
Value ($000) $18,996 Shares 104,131 Est. Cost $117.34 Unrealized +38.1%
CCJ CAMECO CORP COM 5.5%
Value ($000) $18,875 Shares 225,082 Est. Cost $43.87 Unrealized +76.4%
META META PLATFORMS INC CL A 5.1%
Value ($000) $17,651 Shares 24,035 Est. Cost $109.82 Unrealized +576.8%
VIK VIKING HOLDINGS LTD ORD SHS 5.1%
Value ($000) $17,388 Shares 279,734 Est. Cost $34.75 Unrealized +71.6%
NFLX NETFLIX INC COM 5.0%
Value ($000) $17,154 Shares 14,308 Est. Cost $15.23 Unrealized +701.6%
SNOW SNOWFLAKE INC COM SHS 4.7%
Value ($000) $16,177 Shares 71,724 Est. Cost $142.98 Unrealized +50.2%
PWR QUANTA SVCS INC COM 4.3%
Value ($000) $14,713 Shares 35,502 Est. Cost $226.23 Unrealized +71.7%
HWM HOWMET AEROSPACE INC COM 4.2%
Value ($000) $14,519 Shares 73,992 Est. Cost $127.91 Unrealized +42.4%
ET ENERGY TRANSFER L P COM UT LTD PTN 4.0%
Value ($000) $13,615 Shares 793,440 Est. Cost $15.94 Unrealized
DB DEUTSCHE BANK A G NAMEN AKT 3.7%
Value ($000) $12,598 Shares 355,770 Est. Cost $26.12 Unrealized +30.5%
AMZN AMAZON COM INC COM 3.3%
Value ($000) $11,435 Shares 52,077 Est. Cost $164.26 Unrealized +37.8%
AXP AMERICAN EXPRESS CO COM 3.3%
Value ($000) $11,375 Shares 34,247 Est. Cost $215.96 Unrealized +46.6%
SCHW CHARLES SCHWAB CORP 3.2%
Value ($000) $11,120 Shares 116,481 Est. Cost $83.35 Unrealized +13.4%
AMD ADVANCED MICRO DEVICES INC COM 3.1%
Value ($000) $10,607 Shares 65,561 Est. Cost $108.90 Unrealized +48.2%
BIDU BAIDU COM ADR 2.9%
Value ($000) $9,957 Shares 75,562 Est. Cost $131.77 Unrealized
GOOGL GOOGLE INC 2.7%
Value ($000) $9,135 Shares 37,577 Est. Cost $209.05 Unrealized +0.1%
ROK ROCKWELL AUTOMATION INC COM 2.7%
Value ($000) $9,100 Shares 26,035 Est. Cost $275.60 Unrealized +24.6%
AGNC AMERICAN CAPITAL AGENCY CORP. 0.4%
Value ($000) $1,405 Shares 143,474 Est. Cost $9.51 Unrealized
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $1,237 Shares 10,968 Est. Cost $54.24 Unrealized +102.2%
TPC TUTOR PERINI CORP COM 0.3%
Value ($000) $956 Shares 14,568 Est. Cost $10.21 Unrealized +445.5%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $754 Shares 1 Est. Cost $593888.44 Unrealized +22.4%
NVDY YIELDMAX NVDA OPTION INCOME STRATEGY ETF 0.2%
Value ($000) $668 Shares 39,782 Est. Cost $22.17 Unrealized
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.2%
Value ($000) $575 Shares 33,805 Est. Cost $17.83 Unrealized
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.2%
Value ($000) $518 Shares 9,000 Est. Cost $55.13 Unrealized
GVA GRANITE CONSTR INC COM 0.1%
Value ($000) $377 Shares 3,442 Est. Cost $49.82 Unrealized +106.2%
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.1%
Value ($000) $325 Shares 3,277 Est. Cost $89.90 Unrealized
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $315 Shares 340 Est. Cost $718.68 Unrealized +33.1%
MRK MERCK & CO INC 0.1%
Value ($000) $296 Shares 3,525 Est. Cost $35.29 Unrealized +129.5%
EATON VANCE TAX-MANAGED BUY- W COM 0.1%
Value ($000) $269 Shares 18,867 Est. Cost $13.91 Unrealized
YIELDMAX AMD OPTION INCOME STRATEGY ETF 0.1%
Value ($000) $264 Shares 34,214 Est. Cost $7.72 Unrealized
SAN BANCO SANTANDER CENT HISP 0.1%
Value ($000) $260 Shares 24,828 Est. Cost $6.82 Unrealized
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $252 Shares 2,271 Est. Cost $79.38 Unrealized +41.4%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $243 Shares 363 Est. Cost $558.67 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $222 Shares 1,369 Est. Cost $57.54 Unrealized +187.0%
AMZY YIELDMAX AMZN OPTION INCOME STRATEGY ETF 0.1%
Value ($000) $211 Shares 14,813 Est. Cost $14.77 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $177 Shares 266 Est. Cost $575.10 Unrealized
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $169 Shares 906 Est. Cost $140.50 Unrealized +24.0%
DVY ISHARES DJ SELECT DIVIDEND 0.0%
Value ($000) $168 Shares 1,180 Est. Cost $123.18 Unrealized
TEX TEREX CORP NEW COM 0.0%
Value ($000) $147 Shares 2,859 Est. Cost $58.65 Unrealized -13.2%
ORCL ORACLE CORPORATION 0.0%
Value ($000) $143 Shares 507 Est. Cost $152.56 Unrealized +66.6%
SHEL ROYAL DUTCH SHELL PLC-ADR 0.0%
Value ($000) $138 Shares 1,926 Est. Cost $67.18 Unrealized
WPC WP CAREY INC COM 0.0%
Value ($000) $135 Shares 2,000 Est. Cost $66.92 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $133 Shares 218 Est. Cost $522.24 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $133 Shares 913 Est. Cost $145.65 Unrealized
SLRC SLR INVESTMENT CORP COM 0.0%
Value ($000) $132 Shares 8,608 Est. Cost $13.44 Unrealized +15.6%
SNOY YIELDMAX SNOW OPTION INCOME STRATEGY ETF 0.0%
Value ($000) $118 Shares 7,787 Est. Cost $15.93 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $116 Shares 250 Est. Cost $397.76 Unrealized
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $114 Shares 617 Est. Cost $68.33 Unrealized +148.1%
VRP INVESCO VARIABLE RATE PREFERRED ETF 0.0%
Value ($000) $109 Shares 4,430 Est. Cost $24.24 Unrealized
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $109 Shares 2,698 Est. Cost $29.30 Unrealized +29.0%
SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF 0.0%
Value ($000) $108 Shares 4,501 Est. Cost $23.42 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $105 Shares 2,427 Est. Cost $42.52 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $103 Shares 1,564 Est. Cost $43.23 Unrealized +42.1%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $103 Shares 339 Est. Cost $277.74 Unrealized +8.5%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $102 Shares 541 Est. Cost $133.23 Unrealized +26.9%
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $100 Shares 1,075 Est. Cost $89.22 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $98 Shares 194 Est. Cost $394.58 Unrealized +22.8%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $91 Shares 1,209 Est. Cost $68.54 Unrealized +5.4%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $86 Shares 551 Est. Cost $144.67 Unrealized +5.3%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $82 Shares 3,512 Est. Cost $18.50 Unrealized
FAF FIRST AMERN FINL CORP COM 0.0%
Value ($000) $81 Shares 1,254 Est. Cost $62.08 Unrealized 0.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $72 Shares 220 Est. Cost $283.16 Unrealized
SUSA ISHARES ESG OPTIMIZED MSCI USA ETF 0.0%
Value ($000) $68 Shares 503 Est. Cost $109.17 Unrealized
QQQ POWERSHARES QQQ TR 0.0%
Value ($000) $65 Shares 109 Est. Cost $468.92 Unrealized
MSFT MICROSOFT 0.0%
Value ($000) $65 Shares 125 Est. Cost $460.21 Unrealized +10.5%
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $63 Shares 129 Est. Cost $390.78 Unrealized +30.5%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $62 Shares 660 Est. Cost $107.63 Unrealized -13.3%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $62 Shares 166 Est. Cost $308.54 Unrealized +17.7%
SPXL DIREXION DAILY S&P 500 BULL 3X SHARES 0.0%
Value ($000) $58 Shares 275 Est. Cost $134.03 Unrealized
ESGV VANGUARD ESG U.S. STOCK ETF 0.0%
Value ($000) $56 Shares 471 Est. Cost $118.44 Unrealized
JPM JPMORGAN CHASE & CO. COM 0.0%
Value ($000) $52 Shares 165 Est. Cost $222.11 Unrealized +33.2%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $51 Shares 175 Est. Cost $293.74 Unrealized
DX DYNEX CAPITAL INC 0.0%
Value ($000) $46 Shares 3,782 Est. Cost $12.53 Unrealized
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $44 Shares 1,001 Est. Cost $41.10 Unrealized
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $43 Shares 141 Est. Cost $307.86 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $43 Shares 489 Est. Cost $87.31 Unrealized
XMTR XOMETRY INC CLASS A COM 0.0%
Value ($000) $41 Shares 750 Est. Cost $43.39 Unrealized 0.0%
V VISA INC 0.0%
Value ($000) $40 Shares 117 Est. Cost $199.75 Unrealized +72.8%
GEV GE VERNOVA INC COM 0.0%
Value ($000) $38 Shares 62 Est. Cost $158.10 Unrealized +283.0%
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 0.0%
Value ($000) $37 Shares 285 Est. Cost $130.28 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $36 Shares 109 Est. Cost $231.71 Unrealized +31.9%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $35 Shares 149 Est. Cost $174.09 Unrealized +35.0%
TSLA TESLA INC COM 0.0%
Value ($000) $32 Shares 72 Est. Cost $346.84 Unrealized 0.0%
ARM ARM HOLDINGS PLC SPONSORED ADS 0.0%
Value ($000) $31 Shares 222 Est. Cost $152.74 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $31 Shares 230 Est. Cost $76.84 Unrealized +37.3%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $30 Shares 668 Est. Cost $52.58 Unrealized -13.4%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $28 Shares 98 Est. Cost $316.10 Unrealized -7.2%
MCK MCKESSON CORP 0.0%
Value ($000) $27 Shares 35 Est. Cost $615.89 Unrealized +14.1%
GEN GEN DIGITAL INC COM 0.0%
Value ($000) $27 Shares 951 Est. Cost $21.42 Unrealized +38.7%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $27 Shares 275 Est. Cost $93.52 Unrealized 0.0%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $26 Shares 118 Est. Cost $212.17 Unrealized +5.4%
ACM AECOM COM 0.0%
Value ($000) $26 Shares 198 Est. Cost $120.14 Unrealized 0.0%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $25 Shares 44 Est. Cost $477.32 Unrealized +20.1%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $25 Shares 381 Est. Cost $57.37 Unrealized
HD HOME DEPOT 0.0%
Value ($000) $25 Shares 61 Est. Cost $364.13 Unrealized +6.9%
BKR BAKER HUGHES INC 0.0%
Value ($000) $21 Shares 440 Est. Cost $29.55 Unrealized +48.3%
WMT WALMART INC COM 0.0%
Value ($000) $21 Shares 208 Est. Cost $71.58 Unrealized +38.6%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $21 Shares 266 Est. Cost $86.24 Unrealized -1.9%
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $21 Shares 467 Est. Cost $41.33 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $21 Shares 313 Est. Cost $65.92 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $21 Shares 146 Est. Cost $85.87 Unrealized +63.5%
DAVE DAVE INC CLASS A COM NEW 0.0%
Value ($000) $20 Shares 100 Est. Cost $215.95 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $19 Shares 64 Est. Cost $247.18 Unrealized +20.5%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $18 Shares 234 Est. Cost $72.19 Unrealized
SPMO INVESCO S&P 500 MOMENTUM ETF 0.0%
Value ($000) $18 Shares 146 Est. Cost $90.64 Unrealized
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $17 Shares 108 Est. Cost $153.68 Unrealized +0.8%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $17 Shares 250 Est. Cost $63.74 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $16 Shares 36 Est. Cost $405.06 Unrealized +20.9%
LOW LOWES COS INC COM 0.0%
Value ($000) $16 Shares 62 Est. Cost $221.17 Unrealized +10.4%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $15 Shares 141 Est. Cost $63.85 Unrealized +58.7%
STRL STERLING INFRASTRUCTURE INC COM 0.0%
Value ($000) $15 Shares 44 Est. Cost $90.79 Unrealized +212.7%
SO SOUTHERN CO COM 0.0%
Value ($000) $15 Shares 156 Est. Cost $64.75 Unrealized +42.4%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $14 Shares 300 Est. Cost $44.20 Unrealized +4.9%
DOUBLELINE YIELD OPPORTUNITIES COM 0.0%
Value ($000) $14 Shares 953 Est. Cost $16.23 Unrealized
IONQ IONQ INC COM 0.0%
Value ($000) $14 Shares 224 Est. Cost $47.02 Unrealized 0.0%
MS MORGAN STANLEY 0.0%
Value ($000) $13 Shares 84 Est. Cost $111.06 Unrealized +31.9%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $13 Shares 185 Est. Cost $71.37 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $13 Shares 26 Est. Cost $516.36 Unrealized -13.2%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $13 Shares 38 Est. Cost $286.51 Unrealized +9.5%
SAP SAP SE SPON ADR 0.0%
Value ($000) $13 Shares 48 Est. Cost $267.21 Unrealized
NVS NOVARTIS AG ADR 0.0%
Value ($000) $13 Shares 100 Est. Cost $111.48 Unrealized
JCI JOHNSON CTLS INC 0.0%
Value ($000) $12 Shares 111 Est. Cost $87.40 Unrealized +22.3%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $12 Shares 15 Est. Cost $734.84 Unrealized 0.0%
SPXS DIREXION DAILY S&P 500 BEAR 3X SHARES 0.0%
Value ($000) $12 Shares 313 Est. Cost $37.99 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $12 Shares 28 Est. Cost $295.12 Unrealized +29.0%
PSX PHILLIPS 66 0.0%
Value ($000) $12 Shares 86 Est. Cost $129.73 Unrealized -2.6%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $11 Shares 35 Est. Cost $123.78 Unrealized +168.2%
AMCOR PLC ORD 0.0%
Value ($000) $11 Shares 1,384 Est. Cost $9.64 Unrealized -7.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $11 Shares 40 Est. Cost $95.13 Unrealized +172.8%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $11 Shares 47 Est. Cost $245.13 Unrealized -4.8%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $11 Shares 11 Est. Cost $968.09 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $11 Shares 53 Est. Cost $241.47 Unrealized -17.9%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $10 Shares 21 Est. Cost $425.39 Unrealized 0.0%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $10 Shares 68 Est. Cost $125.88 Unrealized +5.1%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $10 Shares 90 Est. Cost $91.18 Unrealized +10.3%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $10 Shares 37 Est. Cost $237.29 Unrealized +8.4%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $10 Shares 21 Est. Cost $322.57 Unrealized +39.0%
NAIL DIREXION DAILY HOMEBUILDERS & SUPPLIES BULL 3X SHARES 0.0%
Value ($000) $9 Shares 129 Est. Cost $151.48 Unrealized
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $9 Shares 71 Est. Cost $131.37 Unrealized +7.1%
BLK BLACKROCK INC 0.0%
Value ($000) $9 Shares 8 Est. Cost $840.24 Unrealized +32.0%
AME AMETEK INC COM 0.0%
Value ($000) $9 Shares 47 Est. Cost $170.09 Unrealized +7.9%
FAZ DIREXION DAILY FINANCIAL BEAR 3X SHARES 0.0%
Value ($000) $9 Shares 215 Est. Cost $40.44 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $9 Shares 138 Est. Cost $68.90 Unrealized -8.0%
RTX RTX CORPORATION COM 0.0%
Value ($000) $9 Shares 51 Est. Cost $154.28 Unrealized 0.0%
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $8 Shares 79 Est. Cost $96.15 Unrealized +9.5%
HLI HOULIHAN LOKEY INC CL A 0.0%
Value ($000) $8 Shares 41 Est. Cost $166.54 Unrealized +17.1%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $8 Shares 13 Est. Cost $546.49 Unrealized +11.1%
C CITIGROUP INC 0.0%
Value ($000) $8 Shares 81 Est. Cost $94.11 Unrealized 0.0%
UBS UBS GROUP AG SHS 0.0%
Value ($000) $8 Shares 199 Est. Cost $38.84 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $8 Shares 40 Est. Cost $223.19 Unrealized -8.6%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $8 Shares 23 Est. Cost $344.50 Unrealized +2.0%
DOV DOVER CORP COM 0.0%
Value ($000) $8 Shares 47 Est. Cost $179.40 Unrealized -0.4%
CRM SALESFORCE COM 0.0%
Value ($000) $8 Shares 32 Est. Cost $271.86 Unrealized -7.5%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $7 Shares 5 Est. Cost $1250.79 Unrealized +20.2%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $7 Shares 57 Est. Cost $135.48 Unrealized 0.0%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $7 Shares 259 Est. Cost $28.79 Unrealized
FNF FIDELITY NATIONAL FINANCIAL IN COM SHS 0.0%
Value ($000) $7 Shares 119 Est. Cost $55.11 Unrealized 0.0%
R RYDER SYS INC COM 0.0%
Value ($000) $7 Shares 38 Est. Cost $113.85 Unrealized +58.4%
COKE COCA COLA CONS INC COM 0.0%
Value ($000) $7 Shares 60 Est. Cost $116.45 Unrealized -0.9%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $7 Shares 81 Est. Cost $84.11 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $7 Shares 14 Est. Cost $557.71 Unrealized -16.7%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $7 Shares 130 Est. Cost $48.34 Unrealized 0.0%
PTC PTC INC COM 0.0%
Value ($000) $7 Shares 33 Est. Cost $161.15 Unrealized +26.5%
DKS DICKS SPORTING GOODS INC COM 0.0%
Value ($000) $7 Shares 30 Est. Cost $163.58 Unrealized +31.8%
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $7 Shares 80 Est. Cost $74.77 Unrealized +5.2%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $7 Shares 19 Est. Cost $488.97 Unrealized -38.9%
STCE SCHWAB CRYPTO THEMATIC ETF 0.0%
Value ($000) $7 Shares 83 Est. Cost $78.60 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $6 Shares 23 Est. Cost $286.98 Unrealized -4.1%
ADBE ADOBE INC COM 0.0%
Value ($000) $6 Shares 18 Est. Cost $573.19 Unrealized -37.4%
LEN LENNAR CORP CL A 0.0%
Value ($000) $6 Shares 50 Est. Cost $39.89 Unrealized +209.8%
FLEX FLEX LTD ORD 0.0%
Value ($000) $6 Shares 108 Est. Cost $26.23 Unrealized +102.6%
PAG PENSKE AUTOMOTIVE GRP INC COM 0.0%
Value ($000) $6 Shares 35 Est. Cost $152.70 Unrealized +16.7%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $6 Shares 14 Est. Cost $267.07 Unrealized +59.7%
DVN DEVON ENERGY CORP 0.0%
Value ($000) $6 Shares 168 Est. Cost $41.80 Unrealized -19.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $6 Shares 21 Est. Cost $279.29 Unrealized
BCS BARCLAYS PLC ADR 0.0%
Value ($000) $6 Shares 268 Est. Cost $20.67 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $5 Shares 22 Est. Cost $302.88 Unrealized -14.0%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $5 Shares 58 Est. Cost $58.82 Unrealized +48.1%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $5 Shares 55 Est. Cost $103.56 Unrealized 0.0%
FCNCA FIRST CTZNS BANCSHARES INC DEL CL A 0.0%
Value ($000) $5 Shares 3 Est. Cost $1492.87 Unrealized +31.8%
FCX FREEPORT MCMORAN COPPER 0.0%
Value ($000) $5 Shares 135 Est. Cost $37.70 Unrealized +14.6%
ETH GRAYSCALE ETHEREUM MINI TRUST ETF 0.0%
Value ($000) $5 Shares 135 Est. Cost $24.87 Unrealized
NLY ANNALY CAPITAL MANAGEMENT INC 0.0%
Value ($000) $5 Shares 253 Est. Cost $19.69 Unrealized
RPM RPM INTL INC COM 0.0%
Value ($000) $5 Shares 41 Est. Cost $111.21 Unrealized +7.9%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $5 Shares 56 Est. Cost $88.61 Unrealized -0.0%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $5 Shares 11 Est. Cost $301.08 Unrealized +28.4%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $5 Shares 22 Est. Cost $131.88 Unrealized +65.2%
QCOM QUALCOMM INC 0.0%
Value ($000) $5 Shares 28 Est. Cost $40.28 Unrealized +290.3%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $5 Shares 15 Est. Cost $243.03 Unrealized +16.5%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $5 Shares 6 Est. Cost $498.54 Unrealized +47.4%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $4 Shares 177 Est. Cost $34.12 Unrealized -35.9%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $4 Shares 21 Est. Cost $141.13 Unrealized +38.7%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $4 Shares 59 Est. Cost $38.44 Unrealized +87.4%
MOG/A MOOG INC CL A 0.0%
Value ($000) $4 Shares 20 Est. Cost $145.46 Unrealized +32.4%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $4 Shares 70 Est. Cost $59.29 Unrealized
CR CRANE COMPANY COMMON STOCK 0.0%
Value ($000) $4 Shares 22 Est. Cost $121.93 Unrealized +54.4%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $4 Shares 39 Est. Cost $98.59 Unrealized +4.7%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $4 Shares 40 Est. Cost $135.16 Unrealized -22.2%
AGO ASSURED GUARANTY LTD COM 0.0%
Value ($000) $4 Shares 47 Est. Cost $82.46 Unrealized +0.8%
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS 0.0%
Value ($000) $4 Shares 249 Est. Cost $15.94 Unrealized
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $4 Shares 20 Est. Cost $191.10 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $4 Shares 14 Est. Cost $232.50 Unrealized +22.8%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $4 Shares 61 Est. Cost $59.61 Unrealized
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value ($000) $4 Shares 50 Est. Cost $70.98 Unrealized
SDOW PROSHARES ULTRAPRO SHORT DOW30 0.0%
Value ($000) $4 Shares 99 Est. Cost $35.74 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $4 Shares 26 Est. Cost $140.51 Unrealized 0.0%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $4 Shares 84 Est. Cost $40.11 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $3 Shares 5 Est. Cost $699.24 Unrealized 0.0%
ABT ABBOTT LABS COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $115.94 Unrealized +12.6%
NWG NATWEST GROUP PLC SPONS ADR 0.0%
Value ($000) $3 Shares 246 Est. Cost $14.15 Unrealized
RY ROYAL BK CDA COM 0.0%
Value ($000) $3 Shares 23 Est. Cost $137.85 Unrealized 0.0%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $3 Shares 313 Est. Cost $15.81 Unrealized -38.2%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $3 Shares 75 Est. Cost $43.16 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $3 Shares 33 Est. Cost $96.18 Unrealized -6.3%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $3 Shares 12 Est. Cost $143.27 Unrealized +46.5%
DOW DOW INC COM 0.0%
Value ($000) $3 Shares 111 Est. Cost $27.80 Unrealized -12.5%
SHLD GLOBAL X DEFENSE TECH ETF 0.0%
Value ($000) $2 Shares 34 Est. Cost $62.89 Unrealized
PROSHARES ULTRAPRO SHORT QQQ 0.0%
Value ($000) $2 Shares 148 Est. Cost $15.23 Unrealized
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.0%
Value ($000) $2 Shares 76 Est. Cost $27.67 Unrealized +2.5%
FLIN FRANKLIN FTSE INDIA ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $36.84 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR 0.0%
Value ($000) $1 Shares 5 Est. Cost $206.40 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $1 Shares 8 Est. Cost $131.13 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $205.97 Unrealized +31.7%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $1 Shares 46 Est. Cost $32.80 Unrealized -19.3%
OUNZ VANECK MERK GOLD ETF 0.0%
Value ($000) $1 Shares 30 Est. Cost $31.90 Unrealized
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value ($000) $1 Shares 5 Est. Cost $146.50 Unrealized +36.5%
HON HONEYWELL INTL INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $198.41 Unrealized +4.4%
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value ($000) $1 Shares 10 Est. Cost $57.30 Unrealized
FXI ISHARES FTSE CHINA ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $35.84 Unrealized
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $1 Shares 12 Est. Cost $23.87 Unrealized +94.5%
SBLX STABLEX TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 195 Est. Cost $7.28 Unrealized -13.3%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $1 Shares 26 Est. Cost $36.12 Unrealized +22.8%
OBDC BLUE OWL CAPITAL CORPORATION COM 0.0%
Value ($000) $1 Shares 70 Est. Cost $12.51 Unrealized +7.4%
CNNE CANNAE HLDGS INC COM 0.0%
Value ($000) $1 Shares 38 Est. Cost $19.45 Unrealized 0.0%
GSG ISHARES S&P GSCI COMMODITY INDEXED TRUST 0.0%
Value ($000) $1 Shares 30 Est. Cost $22.77 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $77.71 Unrealized -9.5%
BWXT BABCOCK COMMON STOCK 0.0%
Value ($000) $1 Shares 3 Est. Cost $107.74 Unrealized +49.0%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $0 Shares 5 Est. Cost $78.80 Unrealized
FG F&G ANNUITIES & LIFE INC COMMON STOCK 0.0%
Value ($000) $0 Shares 8 Est. Cost $32.62 Unrealized 0.0%
RIG TRANSOCEAN 0.0%
Value ($000) $0 Shares 78 Est. Cost $5.46 Unrealized -44.7%
SOLZ SOLANA ETF 0.0%
Value ($000) $0 Shares 9 Est. Cost $22.11 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $56.87 Unrealized +41.5%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $88.72 Unrealized +74.4%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $188.88 Unrealized -25.4%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $72.41 Unrealized +61.6%
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT 0.0%
Value ($000) $0 Shares 2 Est. Cost $41.50 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $40.46 Unrealized +40.5%
CCL CARNIVAL CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $17.62 Unrealized +71.3%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $62.02 Unrealized -27.9%
SUNNOVA ENERGY INTL INC. COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $5.20 Unrealized