Westend Capital Management, LLC Diversified Active

Location: Sausalito, CA

CIK: 0001331997 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 15, 2026

Total Value: $357M (100.0% shares, 0.0% debt)

Holdings (238)

BA BOEING CO COM 8.8%
Value $31.33M Shares 144,299 Est. Cost $166.96 Unrealized +23.2%
AAPL APPLE INC 6.2%
Value $22.14M Shares 81,446 Est. Cost $226.37 Unrealized +18.5%
GE GE AEROSPACE COM NEW 6.1%
Value $21.61M Shares 70,148 Est. Cost $163.43 Unrealized +84.1%
CCJ CAMECO CORP COM 5.8%
Value $20.7M Shares 226,299 Est. Cost $43.87 Unrealized +105.0%
LLY ELI LILLY & CO COM 4.9%
Value $17.62M Shares 16,393 Est. Cost $955.55 Unrealized 0.0%
FCX FREEPORT MCMORAN COPPER 4.3%
Value $15.33M Shares 301,775 Est. Cost $43.31 Unrealized +0.0%
HWM HOWMET AEROSPACE INC COM 4.3%
Value $15.27M Shares 74,496 Est. Cost $127.91 Unrealized +55.6%
PWR QUANTA SVCS INC COM 4.2%
Value $15.04M Shares 35,623 Est. Cost $226.23 Unrealized +94.2%
CENX CENTURY ALUM CO COM 4.1%
Value $14.66M Shares 374,274 Est. Cost $31.24 Unrealized 0.0%
VIK VIKING HOLDINGS LTD ORD SHS 3.9%
Value $13.95M Shares 195,361 Est. Cost $34.75 Unrealized +83.7%
DB DEUTSCHE BANK A G NAMEN AKT 3.9%
Value $13.91M Shares 360,749 Est. Cost $26.26 Unrealized +37.4%
KGS KODIAK GAS SVCS INC COM 3.8%
Value $13.58M Shares 363,230 Est. Cost $35.36 Unrealized 0.0%
ET ENERGY TRANSFER L P COM UT LTD PTN 3.7%
Value $13.18M Shares 799,308 Est. Cost $15.94 Unrealized
AXP AMERICAN EXPRESS CO COM 3.6%
Value $12.79M Shares 34,579 Est. Cost $215.96 Unrealized +65.3%
AMZN AMAZON COM INC COM 3.5%
Value $12.66M Shares 54,863 Est. Cost $167.54 Unrealized +36.6%
GOOGL GOOGLE INC 3.4%
Value $12.2M Shares 38,984 Est. Cost $211.81 Unrealized +34.8%
WYNN WYNN RESORTS LTD COM 3.4%
Value $12.08M Shares 100,425 Est. Cost $123.55 Unrealized 0.0%
SCHW CHARLES SCHWAB CORP 3.3%
Value $11.76M Shares 117,669 Est. Cost $83.46 Unrealized +13.5%
MRK MERCK & CO INC 3.3%
Value $11.73M Shares 111,430 Est. Cost $91.41 Unrealized +2.0%
CAT CATERPILLAR INC COM 3.1%
Value $11.03M Shares 19,249 Est. Cost $555.36 Unrealized +0.0%
ROK ROCKWELL AUTOMATION INC COM 2.9%
Value $10.21M Shares 26,248 Est. Cost $275.60 Unrealized +36.1%
PATH UIPATH INC CL A 2.5%
Value $8.972M Shares 547,404 Est. Cost $15.56 Unrealized 0.0%
NFLX NETFLIX INC COM 1.9%
Value $6.759M Shares 72,085 Est. Cost $89.43 Unrealized +20.5%
AGNC AMERICAN CAPITAL AGENCY CORP. 0.4%
Value $1.518M Shares 141,620 Est. Cost $9.51 Unrealized
XOM EXXON MOBIL CORP COM 0.4%
Value $1.325M Shares 11,014 Est. Cost $54.24 Unrealized +112.9%
ADVISORSHARES MSOS DAILY LEVERAGED ETF 0.2%
Value $755K Shares 168,500 Est. Cost $4.48 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value $755K Shares 1 Est. Cost $593888.44 Unrealized +25.7%
TLRY TILRAY BRANDS INC COM 0.2%
Value $736K Shares 81,500 Est. Cost $12.20 Unrealized 0.0%
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.2%
Value $597K Shares 33,805 Est. Cost $17.83 Unrealized
NVDY YIELDMAX NVDA OPTION INCOME STRATEGY ETF 0.2%
Value $566K Shares 38,736 Est. Cost $22.17 Unrealized
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.1%
Value $517K Shares 8,900 Est. Cost $55.13 Unrealized
COST COSTCO WHOLESALE CORP 0.1%
Value $488K Shares 566 Est. Cost $793.37 Unrealized +14.2%
TPC TUTOR PERINI CORP COM 0.1%
Value $484K Shares 7,218 Est. Cost $10.21 Unrealized +542.2%
STAG STAG INDL INC COM 0.1%
Value $416K Shares 11,329 Est. Cost $36.76 Unrealized
GVA GRANITE CONSTR INC COM 0.1%
Value $377K Shares 3,267 Est. Cost $49.82 Unrealized +115.7%
MSFT MICROSOFT 0.1%
Value $342K Shares 707 Est. Cost $493.44 Unrealized +1.4%
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.1%
Value $339K Shares 3,277 Est. Cost $89.90 Unrealized
SAN BANCO SANTANDER CENT HISP 0.1%
Value $291K Shares 24,828 Est. Cost $6.82 Unrealized
GILD GILEAD SCIENCES INC COM 0.1%
Value $279K Shares 2,271 Est. Cost $79.38 Unrealized +52.3%
EATON VANCE TAX-MANAGED BUY- W COM 0.1%
Value $271K Shares 18,867 Est. Cost $13.91 Unrealized
JNJ JOHNSON & JOHNSON COM 0.1%
Value $268K Shares 1,293 Est. Cost $135.61 Unrealized +45.3%
AMDY YIELDMAX AMD OPTION INCOME STRATEGY ETF 0.1%
Value $260K Shares 6,840 Est. Cost $38.05 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value $249K Shares 363 Est. Cost $558.67 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value $248K Shares 1,545 Est. Cost $68.48 Unrealized +124.3%
JPM JPMORGAN CHASE & CO. COM 0.1%
Value $240K Shares 744 Est. Cost $290.15 Unrealized +6.7%
V VISA INC 0.1%
Value $219K Shares 624 Est. Cost $314.01 Unrealized +8.4%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value $210K Shares 669 Est. Cost $283.77 Unrealized +0.9%
AMP AMERIPRISE FINANCIAL INC. 0.1%
Value $199K Shares 406 Est. Cost $447.44 Unrealized +5.9%
AMZY YIELDMAX AMZN OPTION INCOME STRATEGY ETF 0.1%
Value $197K Shares 14,813 Est. Cost $14.77 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value $187K Shares 611 Est. Cost $289.92 Unrealized +5.2%
SPY SPDR S&P 500 ETF 0.1%
Value $182K Shares 267 Est. Cost $575.10 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 0.0%
Value $167K Shares 1,180 Est. Cost $123.18 Unrealized
NVDA NVIDIA CORPORATION COM 0.0%
Value $157K Shares 840 Est. Cost $140.50 Unrealized +32.5%
BAC BANK AMERICA CORP COM 0.0%
Value $153K Shares 2,790 Est. Cost $52.47 Unrealized +0.4%
TEX TEREX CORP NEW COM 0.0%
Value $145K Shares 2,710 Est. Cost $58.65 Unrealized -13.9%
QCOM QUALCOMM INC 0.0%
Value $141K Shares 825 Est. Cost $166.36 Unrealized +2.7%
SHEL ROYAL DUTCH SHELL PLC-ADR 0.0%
Value $137K Shares 1,866 Est. Cost $67.18 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value $137K Shares 218 Est. Cost $522.24 Unrealized
AVGO BROADCOM INC COM 0.0%
Value $137K Shares 395 Est. Cost $322.43 Unrealized +10.7%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value $136K Shares 913 Est. Cost $145.65 Unrealized
WPC WP CAREY INC COM 0.0%
Value $129K Shares 2,000 Est. Cost $66.92 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value $128K Shares 1,596 Est. Cost $77.48 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value $120K Shares 1,449 Est. Cost $74.65 Unrealized 0.0%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value $120K Shares 250 Est. Cost $397.76 Unrealized
LNC LINCOLN NATL CORP IND COM 0.0%
Value $120K Shares 2,698 Est. Cost $29.30 Unrealized +40.5%
ECH ISHARES MSCI CHILE ETF 0.0%
Value $116K Shares 2,869 Est. Cost $40.40 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value $116K Shares 345 Est. Cost $302.04 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value $104K Shares 1,807 Est. Cost $45.40 Unrealized +30.8%
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value $102K Shares 1,075 Est. Cost $89.22 Unrealized
LOW LOWES COS INC COM 0.0%
Value $101K Shares 419 Est. Cost $237.07 Unrealized +1.2%
RTX RTX CORPORATION COM 0.0%
Value $98,119 Shares 535 Est. Cost $171.51 Unrealized +1.1%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value $97,514 Shares 194 Est. Cost $394.58 Unrealized +26.1%
NEE NEXTERA ENERGY INC COM 0.0%
Value $97,059 Shares 1,209 Est. Cost $68.54 Unrealized +20.4%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value $96,099 Shares 519 Est. Cost $133.23 Unrealized +35.1%
SNOY YIELDMAX SNOW OPTION INCOME STRATEGY ETF 0.0%
Value $95,157 Shares 7,787 Est. Cost $15.93 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value $84,428 Shares 3,512 Est. Cost $18.50 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value $83,978 Shares 551 Est. Cost $144.67 Unrealized +4.7%
PEP PEPSICO INC COM 0.0%
Value $82,380 Shares 574 Est. Cost $130.64 Unrealized +11.7%
SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 0.0%
Value $79,200 Shares 3,346 Est. Cost $23.42 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value $79,009 Shares 1,843 Est. Cost $42.52 Unrealized
WMT WALMART INC COM 0.0%
Value $70,188 Shares 630 Est. Cost $95.44 Unrealized +12.3%
SUSA ISHARES ESG OPTIMIZED MSCI USA ETF 0.0%
Value $70,091 Shares 503 Est. Cost $109.17 Unrealized
ORCL ORACLE CORPORATION 0.0%
Value $69,388 Shares 356 Est. Cost $152.56 Unrealized +56.0%
QQQ POWERSHARES QQQ TR 0.0%
Value $66,960 Shares 109 Est. Cost $468.92 Unrealized
VRP INVESCO VARIABLE RATE PREFERRED ETF 0.0%
Value $65,204 Shares 2,680 Est. Cost $24.24 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value $61,783 Shares 660 Est. Cost $107.63 Unrealized -16.4%
SPXL DIREXION DAILY S&P 500 BULL 3X SHARES 0.0%
Value $60,668 Shares 275 Est. Cost $134.03 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value $58,848 Shares 979 Est. Cost $60.06 Unrealized 0.0%
ESGV VANGUARD ESG U.S. STOCK ETF 0.0%
Value $56,972 Shares 471 Est. Cost $118.44 Unrealized
DX DYNEX CAPITAL INC 0.0%
Value $52,986 Shares 3,782 Est. Cost $12.53 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value $52,873 Shares 166 Est. Cost $308.54 Unrealized +14.9%
VO VANGUARD MID-CAP ETF 0.0%
Value $50,789 Shares 175 Est. Cost $293.74 Unrealized
XMTR XOMETRY INC CLASS A COM 0.0%
Value $44,603 Shares 750 Est. Cost $43.39 Unrealized +29.9%
VV VANGUARD LARGE-CAP ETF 0.0%
Value $44,387 Shares 141 Est. Cost $307.86 Unrealized
DAVE DAVE INC CLASS A COM NEW 0.0%
Value $44,282 Shares 200 Est. Cost $215.53 Unrealized -0.2%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value $43,746 Shares 489 Est. Cost $87.31 Unrealized
SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value $43,293 Shares 1,001 Est. Cost $41.10 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value $39,371 Shares 230 Est. Cost $76.84 Unrealized +102.2%
KR KROGER CO COM 0.0%
Value $38,238 Shares 612 Est. Cost $65.22 Unrealized 0.0%
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 0.0%
Value $37,725 Shares 285 Est. Cost $130.28 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value $36,771 Shares 121 Est. Cost $299.62 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value $36,032 Shares 668 Est. Cost $52.58 Unrealized -9.6%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value $35,327 Shares 100 Est. Cost $363.20 Unrealized 0.0%
TSLA TESLA INC COM 0.0%
Value $32,380 Shares 72 Est. Cost $346.84 Unrealized +27.8%
ABBV ABBVIE INC COM 0.0%
Value $29,018 Shares 127 Est. Cost $227.54 Unrealized 0.0%
MCK MCKESSON CORP 0.0%
Value $28,710 Shares 35 Est. Cost $615.89 Unrealized +32.4%
FN FABRINET SHS 0.0%
Value $28,683 Shares 63 Est. Cost $435.01 Unrealized 0.0%
CI THE CIGNA GROUP COM 0.0%
Value $26,973 Shares 98 Est. Cost $316.10 Unrealized -11.7%
WM WASTE MANAGEMENT INC 0.0%
Value $25,926 Shares 118 Est. Cost $212.17 Unrealized +0.2%
GEN GEN DIGITAL INC COM 0.0%
Value $25,858 Shares 951 Est. Cost $21.42 Unrealized +25.4%
HD HOME DEPOT 0.0%
Value $25,119 Shares 73 Est. Cost $364.20 Unrealized +0.1%
MA MASTERCARD INCORPORATED CL A 0.0%
Value $25,119 Shares 44 Est. Cost $477.32 Unrealized +17.1%
IBKR INTERACTIVE BROKERS GROUP INC COM CL A 0.0%
Value $24,373 Shares 379 Est. Cost $66.89 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value $23,438 Shares 50 Est. Cost $509.22 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value $22,470 Shares 275 Est. Cost $93.52 Unrealized -3.7%
PG PROCTER AND GAMBLE CO COM 0.0%
Value $21,640 Shares 151 Est. Cost $151.82 Unrealized -3.1%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value $21,512 Shares 234 Est. Cost $72.19 Unrealized
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value $21,473 Shares 467 Est. Cost $41.33 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value $21,155 Shares 393 Est. Cost $61.22 Unrealized -6.8%
CL COLGATE PALMOLIVE CO COM 0.0%
Value $21,019 Shares 266 Est. Cost $86.24 Unrealized -9.2%
BKR BAKER HUGHES INC 0.0%
Value $20,038 Shares 440 Est. Cost $29.55 Unrealized +60.2%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value $19,439 Shares 100 Est. Cost $174.09 Unrealized +20.6%
MS MORGAN STANLEY 0.0%
Value $18,996 Shares 107 Est. Cost $122.97 Unrealized +35.4%
LMT LOCKHEED MARTIN CORP 0.0%
Value $18,863 Shares 39 Est. Cost $502.96 Unrealized -5.3%
HCA HCA HEALTHCARE INC COM 0.0%
Value $18,674 Shares 40 Est. Cost $419.00 Unrealized +10.7%
SPMO INVESCO S&P 500 MOMENTUM ETF 0.0%
Value $17,421 Shares 146 Est. Cost $90.64 Unrealized
DE DEERE & CO COM 0.0%
Value $16,761 Shares 36 Est. Cost $405.06 Unrealized +15.5%
ALL ALLSTATE CORP COM 0.0%
Value $16,652 Shares 80 Est. Cost $204.09 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value $16,463 Shares 64 Est. Cost $247.18 Unrealized +7.1%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value $16,369 Shares 141 Est. Cost $63.85 Unrealized +73.1%
USB US BANCORP DEL COM NEW 0.0%
Value $16,008 Shares 300 Est. Cost $44.20 Unrealized +10.2%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value $15,662 Shares 233 Est. Cost $65.92 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value $15,107 Shares 51 Est. Cost $139.06 Unrealized +114.9%
SLRC SLR INVESTMENT CORP COM 0.0%
Value $14,996 Shares 970 Est. Cost $13.44 Unrealized +11.1%
DOUBLELINE YIELD OPPORTUNITIES COM 0.0%
Value $13,857 Shares 953 Est. Cost $16.23 Unrealized
NVS NOVARTIS AG ADR 0.0%
Value $13,787 Shares 100 Est. Cost $111.48 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value $13,609 Shares 185 Est. Cost $71.37 Unrealized
SO SOUTHERN CO COM 0.0%
Value $13,603 Shares 156 Est. Cost $64.75 Unrealized +40.4%
STRL STERLING INFRASTRUCTURE INC COM 0.0%
Value $13,474 Shares 44 Est. Cost $90.79 Unrealized +279.5%
GS GOLDMAN SACHS GROUP INC 0.0%
Value $13,185 Shares 15 Est. Cost $734.84 Unrealized +10.7%
GD GENERAL DYNAMICS CORP COM 0.0%
Value $12,793 Shares 38 Est. Cost $286.51 Unrealized +19.0%
HAWX ISHARES CURRENCY HEDGED MSCI ACWI EX U.S. ETF 0.0%
Value $12,436 Shares 315 Est. Cost $39.48 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value $12,133 Shares 53 Est. Cost $241.47 Unrealized -9.1%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value $11,768 Shares 11 Est. Cost $968.09 Unrealized
SAP SAP SE SPON ADR 0.0%
Value $11,660 Shares 48 Est. Cost $267.21 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value $11,576 Shares 47 Est. Cost $239.48 Unrealized +3.4%
AMCOR PLC ORD 0.0%
Value $11,167 Shares 1,339 Est. Cost $9.64 Unrealized -14.4%
SPXS DIREXION DAILY S&P 500 BEAR 3X SHARES 0.0%
Value $11,102 Shares 313 Est. Cost $37.99 Unrealized
PSX PHILLIPS 66 0.0%
Value $11,097 Shares 86 Est. Cost $129.73 Unrealized +3.3%
TJX TJX COS INC NEW COM 0.0%
Value $10,445 Shares 68 Est. Cost $125.88 Unrealized +17.3%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value $10,278 Shares 71 Est. Cost $131.37 Unrealized +0.9%
IONQ IONQ INC COM 0.0%
Value $10,051 Shares 224 Est. Cost $47.02 Unrealized +19.2%
RSG REPUBLIC SVCS INC COM 0.0%
Value $9,961 Shares 47 Est. Cost $245.13 Unrealized -12.5%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value $9,762 Shares 35 Est. Cost $123.78 Unrealized +127.5%
AME AMETEK INC COM 0.0%
Value $9,650 Shares 47 Est. Cost $170.09 Unrealized +14.3%
C CITIGROUP INC 0.0%
Value $9,452 Shares 81 Est. Cost $94.11 Unrealized +10.1%
UBS UBS GROUP AG SHS 0.0%
Value $9,216 Shares 199 Est. Cost $38.84 Unrealized +4.0%
COKE COCA COLA CONS INC COM 0.0%
Value $9,198 Shares 60 Est. Cost $116.45 Unrealized +25.7%
CMI CUMMINS INC COM 0.0%
Value $9,188 Shares 18 Est. Cost $295.12 Unrealized +58.0%
DOV DOVER CORP COM 0.0%
Value $9,176 Shares 47 Est. Cost $179.40 Unrealized +1.4%
IDXX IDEXX LABS INC COM 0.0%
Value $8,795 Shares 13 Est. Cost $546.49 Unrealized +24.6%
PH PARKER-HANNIFIN CORP COM 0.0%
Value $8,790 Shares 10 Est. Cost $626.23 Unrealized +30.6%
BLK BLACKROCK INC 0.0%
Value $8,563 Shares 8 Est. Cost $840.24 Unrealized +29.7%
CRM SALESFORCE COM 0.0%
Value $8,477 Shares 32 Est. Cost $271.86 Unrealized -8.7%
FICO FAIR ISAAC CORP COM 0.0%
Value $8,453 Shares 5 Est. Cost $1250.79 Unrealized +37.6%
FAZ DIREXION DAILY FINANCIAL BEAR 3X SHARES 0.0%
Value $8,262 Shares 215 Est. Cost $40.44 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value $8,209 Shares 90 Est. Cost $91.18 Unrealized +7.2%
JCI JOHNSON CTLS INC 0.0%
Value $8,143 Shares 68 Est. Cost $87.40 Unrealized +31.4%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value $8,112 Shares 14 Est. Cost $557.71 Unrealized +1.3%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value $8,050 Shares 21 Est. Cost $322.57 Unrealized +24.2%
VLTO VERALTO CORP COM SHS 0.0%
Value $7,883 Shares 79 Est. Cost $96.15 Unrealized +5.1%
EMR EMERSON ELEC CO COM 0.0%
Value $7,565 Shares 57 Est. Cost $135.48 Unrealized -2.3%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value $7,421 Shares 40 Est. Cost $223.19 Unrealized -16.5%
R RYDER SYS INC COM 0.0%
Value $7,273 Shares 38 Est. Cost $113.85 Unrealized +57.8%
CB CHUBB LIMITED COM 0.0%
Value $7,179 Shares 23 Est. Cost $286.98 Unrealized +1.9%
HLI HOULIHAN LOKEY INC CL A 0.0%
Value $7,142 Shares 41 Est. Cost $166.54 Unrealized +10.0%
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value $7,057 Shares 80 Est. Cost $74.77 Unrealized +12.2%
CSCO CISCO SYS INC 0.0%
Value $6,856 Shares 89 Est. Cost $73.79 Unrealized 0.0%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value $6,784 Shares 81 Est. Cost $84.11 Unrealized
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value $6,630 Shares 259 Est. Cost $28.79 Unrealized
FLEX FLEX LTD ORD 0.0%
Value $6,525 Shares 108 Est. Cost $26.23 Unrealized +135.5%
NAIL DIREXION DAILY HOMEBUILDERS & SUPPLIES BULL 3X SHARES 0.0%
Value $6,401 Shares 129 Est. Cost $151.48 Unrealized
ADBE ADOBE INC COM 0.0%
Value $6,300 Shares 18 Est. Cost $573.19 Unrealized -40.7%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value $6,272 Shares 19 Est. Cost $488.97 Unrealized -31.0%
DVN DEVON ENERGY CORP 0.0%
Value $6,154 Shares 168 Est. Cost $41.80 Unrealized -16.9%
DKS DICKS SPORTING GOODS INC COM 0.0%
Value $5,939 Shares 30 Est. Cost $163.58 Unrealized +32.7%
NLY ANNALY CAPITAL MANAGEMENT INC 0.0%
Value $5,657 Shares 253 Est. Cost $19.69 Unrealized
PAG PENSKE AUTOMOTIVE GRP INC COM 0.0%
Value $5,540 Shares 35 Est. Cost $152.70 Unrealized +7.7%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value $5,449 Shares 14 Est. Cost $267.07 Unrealized +54.9%
ETR ENTERGY CORP NEW COM 0.0%
Value $5,361 Shares 58 Est. Cost $58.82 Unrealized +60.7%
KMI KINDER MORGAN INC DEL COM 0.0%
Value $5,361 Shares 195 Est. Cost $26.91 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value $5,244 Shares 55 Est. Cost $103.56 Unrealized -5.3%
KO COCA COLA CO COM 0.0%
Value $5,103 Shares 73 Est. Cost $69.40 Unrealized 0.0%
STCE SCHWAB CRYPTO THEMATIC ETF 0.0%
Value $5,068 Shares 85 Est. Cost $78.16 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value $5,031 Shares 29 Est. Cost $170.73 Unrealized 0.0%
TFC TRUIST FINL CORP COM 0.0%
Value $4,921 Shares 100 Est. Cost $45.80 Unrealized 0.0%
CMCSA COMCAST CORP NEW CL A 0.0%
Value $4,872 Shares 163 Est. Cost $28.53 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value $4,293 Shares 16 Est. Cost $302.88 Unrealized -16.1%
NUE NUCOR CORP COM 0.0%
Value $4,241 Shares 26 Est. Cost $140.51 Unrealized +6.6%
ETH GRAYSCALE ETHEREUM MINI TRUST ETF 0.0%
Value $3,788 Shares 135 Est. Cost $24.87 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value $3,678 Shares 75 Est. Cost $43.16 Unrealized
ABT ABBOTT LABS COM 0.0%
Value $3,633 Shares 29 Est. Cost $117.12 Unrealized +8.7%
T AT&T INC COM 0.0%
Value $3,453 Shares 139 Est. Cost $25.29 Unrealized 0.0%
SDOW PROSHARES ULTRAPRO SHORT DOW30 0.0%
Value $3,163 Shares 99 Est. Cost $35.74 Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value $2,904 Shares 5 Est. Cost $699.24 Unrealized -10.6%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value $2,883 Shares 33 Est. Cost $96.18 Unrealized -7.2%
DOW DOW INC COM 0.0%
Value $2,595 Shares 111 Est. Cost $27.80 Unrealized -18.1%
OGN ORGANON & CO COMMON STOCK 0.0%
Value $2,244 Shares 313 Est. Cost $15.81 Unrealized -50.1%
SHLD GLOBAL X DEFENSE TECH ETF 0.0%
Value $2,203 Shares 34 Est. Cost $62.89 Unrealized
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.0%
Value $2,001 Shares 76 Est. Cost $27.67 Unrealized -5.7%
SQQQ PROSHARES ULTRAPRO SHORT QQQ 0.0%
Value $1,987 Shares 29 Est. Cost $68.52 Unrealized
FLIN FRANKLIN FTSE INDIA ETF 0.0%
Value $1,930 Shares 50 Est. Cost $36.84 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value $1,812 Shares 7 Est. Cost $264.22 Unrealized 0.0%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.0%
Value $1,440 Shares 10 Est. Cost $175.20 Unrealized
OUNZ VANECK MERK GOLD ETF 0.0%
Value $1,244 Shares 30 Est. Cost $31.90 Unrealized
XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 0.0%
Value $1,241 Shares 8 Est. Cost $131.13 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value $1,174 Shares 4 Est. Cost $205.97 Unrealized +40.0%
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value $1,138 Shares 5 Est. Cost $146.50 Unrealized +57.9%
KHC KRAFT HEINZ CO COM 0.0%
Value $1,116 Shares 46 Est. Cost $32.80 Unrealized -24.9%
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value $1,054 Shares 20 Est. Cost $55.00 Unrealized
BE BLOOM ENERGY CORP COM CL A 0.0%
Value $1,043 Shares 12 Est. Cost $23.87 Unrealized +340.1%
HON HONEYWELL INTL INC 0.0%
Value $975 Shares 5 Est. Cost $198.41 Unrealized -1.7%
FXI ISHARES FTSE CHINA ETF 0.0%
Value $957 Shares 25 Est. Cost $35.84 Unrealized
SOLZ SOLANA ETF 0.0%
Value $943 Shares 74 Est. Cost $13.88 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION COM 0.0%
Value $870 Shares 70 Est. Cost $12.51 Unrealized -1.3%
GSG ISHARES S&P GSCI COMMODITY INDEXED TRUST 0.0%
Value $692 Shares 30 Est. Cost $22.77 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value $584 Shares 10 Est. Cost $77.71 Unrealized -16.6%
BWXT BABCOCK COMMON STOCK 0.0%
Value $519 Shares 3 Est. Cost $107.74 Unrealized +74.0%
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value $427 Shares 10 Est. Cost $60.75 Unrealized
RIG TRANSOCEAN 0.0%
Value $322 Shares 78 Est. Cost $5.46 Unrealized -28.9%
WFC WELLS FARGO CO NEW COM 0.0%
Value $215 Shares 2 Est. Cost $56.87 Unrealized +52.3%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value $164 Shares 1 Est. Cost $188.88 Unrealized -22.1%
CBRE CBRE GROUP INC CL A 0.0%
Value $161 Shares 1 Est. Cost $88.72 Unrealized +77.2%
DIS DISNEY WALT CO COM 0.0%
Value $114 Shares 1 Est. Cost $72.41 Unrealized +51.3%
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT 0.0%
Value $92 Shares 2 Est. Cost $41.50 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value $71 Shares 1 Est. Cost $40.46 Unrealized +54.3%
CCL CARNIVAL CORP 0.0%
Value $61 Shares 2 Est. Cost $17.62 Unrealized +58.2%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value $41 Shares 1 Est. Cost $62.02 Unrealized -33.0%