Westend Capital Management, LLC Diversified Active

Location: Sausalito, CA

CIK: 0001331997 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 14, 2026

Total Value: $333M (100.0% shares, 0.0% debt)

Holdings (253)

CCJ CAMECO CORP COM 7.4%
Value $24.77M Shares 228,075 Est. Cost $43.87 Unrealized +165.1%
CENX CENTURY ALUM CO COM 6.7%
Value $22.19M Shares 378,073 Est. Cost $31.42 Unrealized +54.1%
KGS KODIAK GAS SVCS INC COM 6.5%
Value $21.55M Shares 369,535 Est. Cost $35.50 Unrealized +22.6%
PWR QUANTA SVCS INC COM 5.9%
Value $19.5M Shares 35,510 Est. Cost $226.23 Unrealized +114.9%
FCX FREEPORT MCMORAN COPPER 5.4%
Value $18M Shares 306,231 Est. Cost $43.57 Unrealized +40.3%
BA BOEING CO COM 4.8%
Value $16.12M Shares 80,994 Est. Cost $166.96 Unrealized +42.9%
ET ENERGY TRANSFER L P COM UT LTD PTN 4.7%
Value $15.64M Shares 810,229 Est. Cost $15.99 Unrealized
CAT CATERPILLAR INC COM 4.2%
Value $13.95M Shares 19,684 Est. Cost $558.21 Unrealized +22.6%
MRK MERCK & CO INC 4.1%
Value $13.52M Shares 112,368 Est. Cost $91.41 Unrealized +25.0%
AAPL APPLE INC 3.9%
Value $13.15M Shares 51,796 Est. Cost $226.37 Unrealized +16.1%
HWM HOWMET AEROSPACE INC COM 3.6%
Value $11.91M Shares 51,661 Est. Cost $127.91 Unrealized +77.1%
AMZN AMAZON COM INC COM 3.5%
Value $11.6M Shares 55,700 Est. Cost $168.43 Unrealized +34.7%
GOOGL GOOGLE INC 3.4%
Value $11.42M Shares 39,727 Est. Cost $213.90 Unrealized +51.1%
SCHW CHARLES SCHWAB CORP 3.4%
Value $11.31M Shares 120,330 Est. Cost $83.83 Unrealized +19.4%
DB DEUTSCHE BK AG NAMEN AKT 3.3%
Value $11.05M Shares 371,021 Est. Cost $26.58 Unrealized +43.1%
AXP AMERICAN EXPRESS CO COM 3.2%
Value $10.76M Shares 35,568 Est. Cost $219.85 Unrealized +62.0%
VIK VIKING HOLDINGS LTD ORD SHS 3.1%
Value $10.39M Shares 141,381 Est. Cost $34.75 Unrealized +112.4%
ASML ASML HLDG NV N Y REGISTRY SHS 3.0%
Value $10.04M Shares 7,603 Est. Cost $1320.32 Unrealized
ROK ROCKWELL AUTOMATION INC COM 2.9%
Value $9.661M Shares 26,921 Est. Cost $278.97 Unrealized +47.1%
GE GE AEROSPACE COM NEW 2.9%
Value $9.504M Shares 33,492 Est. Cost $163.43 Unrealized +94.7%
EQT EQT CORP COM 2.8%
Value $9.317M Shares 146,408 Est. Cost $55.27 Unrealized 0.0%
ARM ARM HOLDINGS PLC SPONSORED ADS 2.4%
Value $8.124M Shares 53,699 Est. Cost $151.28 Unrealized
LLY ELI LILLY & CO COM 2.3%
Value $7.621M Shares 8,286 Est. Cost $955.55 Unrealized +9.6%
FLR FLUOR CORP 1.3%
Value $4.212M Shares 90,282 Est. Cost $46.79 Unrealized 0.0%
XOM EXXON MOBIL CORP COM 0.6%
Value $1.869M Shares 11,014 Est. Cost $54.24 Unrealized +155.8%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value $718K Shares 1 Est. Cost $593888.44 Unrealized +24.7%
TPC TUTOR PERINI CORP COM 0.2%
Value $625K Shares 8,096 Est. Cost $17.66 Unrealized +346.6%
NVDY YIELDMAX NVDA OPTION INCOME STRATEGY ETF 0.2%
Value $622K Shares 47,888 Est. Cost $20.41 Unrealized
COST COSTCO WHOLESALE CORP 0.2%
Value $570K Shares 572 Est. Cost $795.16 Unrealized +21.2%
TLRY TILRAY BRANDS INC COM 0.2%
Value $562K Shares 86,830 Est. Cost $11.96 Unrealized -30.3%
AGNC AMERICAN CAPITAL AGENCY CORP. 0.2%
Value $519K Shares 51,776 Est. Cost $9.51 Unrealized
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.1%
Value $492K Shares 8,870 Est. Cost $55.13 Unrealized
STAG STAG INDUSTRIAL INC COM 0.1%
Value $409K Shares 11,329 Est. Cost $36.76 Unrealized
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.1%
Value $406K Shares 23,660 Est. Cost $17.83 Unrealized
GVA GRANITE CONSTR INC COM 0.1%
Value $392K Shares 3,267 Est. Cost $49.82 Unrealized +152.1%
ADVISORSHARES MSOS DAILY LEVERAGED ETF 0.1%
Value $388K Shares 180,548 Est. Cost $4.32 Unrealized
JNJ JOHNSON & JOHNSON COM 0.1%
Value $376K Shares 1,538 Est. Cost $150.30 Unrealized +51.6%
O REALTY INCOME CORP 0.1%
Value $342K Shares 5,591 Est. Cost $57.31 Unrealized 0.0%
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.1%
Value $317K Shares 3,277 Est. Cost $89.90 Unrealized
GILD GILEAD SCIENCES INC COM 0.1%
Value $317K Shares 2,271 Est. Cost $79.38 Unrealized +74.3%
DX DYNEX CAPITAL INC 0.1%
Value $285K Shares 22,312 Est. Cost $12.72 Unrealized
SAN BANCO SANTANDER CENT HISP 0.1%
Value $279K Shares 24,738 Est. Cost $6.82 Unrealized
MSFT MICROSOFT 0.1%
Value $257K Shares 695 Est. Cost $493.44 Unrealized -11.9%
EATON VANCE TAX-MANAGED BUY- COM 0.1%
Value $257K Shares 18,773 Est. Cost $13.91 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value $253K Shares 1,531 Est. Cost $68.48 Unrealized +156.9%
AMZY YIELDMAX AMZN OPTION INCOME STRATEGY ETF 0.1%
Value $231K Shares 20,922 Est. Cost $13.68 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value $225K Shares 344 Est. Cost $558.67 Unrealized
JPM JPMORGAN CHASE & CO COM 0.1%
Value $217K Shares 736 Est. Cost $290.15 Unrealized +7.3%
AMDY YIELDMAX AMD OPTION INCOME STRATEGY ETF 0.1%
Value $214K Shares 6,840 Est. Cost $38.05 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value $198K Shares 689 Est. Cost $284.93 Unrealized +13.6%
V VISA INC 0.1%
Value $187K Shares 620 Est. Cost $314.01 Unrealized +4.8%
AMP AMERIPRISE FINANCIAL INC. 0.1%
Value $180K Shares 406 Est. Cost $447.44 Unrealized +11.8%
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value $179K Shares 1,180 Est. Cost $123.18 Unrealized
SHEL ROYAL DUTCH SHELL PLC-ADR 0.1%
Value $168K Shares 1,805 Est. Cost $67.18 Unrealized
NVDA NVIDIA CORPORATION COM 0.0%
Value $166K Shares 954 Est. Cost $146.01 Unrealized +27.8%
TEX TEREX CORP NEW COM 0.0%
Value $160K Shares 2,710 Est. Cost $58.65 Unrealized +6.3%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value $153K Shares 477 Est. Cost $307.23 Unrealized
ARCC ARES CAPITAL CORP COM 0.0%
Value $147K Shares 8,165 Est. Cost $20.01 Unrealized 0.0%
STWD STARWOOD PPTY TR INC COM 0.0%
Value $144K Shares 8,391 Est. Cost $17.22 Unrealized
PFLT PENNANTPARK FLOATING RATE CAP COM 0.0%
Value $138K Shares 17,118 Est. Cost $9.08 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.0%
Value $136K Shares 552 Est. Cost $190.06 Unrealized 0.0%
AVGO BROADCOM INC COM 0.0%
Value $133K Shares 429 Est. Cost $323.36 Unrealized +3.3%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value $130K Shares 913 Est. Cost $145.65 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value $125K Shares 1,343 Est. Cost $77.48 Unrealized
SPY SPDR S&P 500 ETF 0.0%
Value $117K Shares 180 Est. Cost $575.10 Unrealized
WPC WP CAREY INC COM 0.0%
Value $117K Shares 1,721 Est. Cost $66.92 Unrealized
DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value $116K Shares 250 Est. Cost $397.76 Unrealized
CVX CHEVRON CORPORATION COM 0.0%
Value $114K Shares 551 Est. Cost $144.67 Unrealized +18.8%
ECH ISHARES MSCI CHILE ETF 0.0%
Value $114K Shares 2,864 Est. Cost $40.40 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value $111K Shares 1,200 Est. Cost $68.54 Unrealized +27.2%
EWY ISHARES MSCI SOUTH KOREA ETF 0.0%
Value $109K Shares 890 Est. Cost $123.01 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value $109K Shares 351 Est. Cost $289.92 Unrealized +9.4%
RTX RTX CORPORATION COM 0.0%
Value $103K Shares 534 Est. Cost $171.51 Unrealized +14.6%
QCOM QUALCOMM INC 0.0%
Value $103K Shares 797 Est. Cost $166.36 Unrealized -7.5%
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value $98,489 Shares 1,030 Est. Cost $89.22 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value $98,127 Shares 1,487 Est. Cost $45.40 Unrealized +38.8%
LOW LOWES COS INC COM 0.0%
Value $92,858 Shares 393 Est. Cost $237.07 Unrealized +14.5%
KNTK KINETIK HOLDINGS INC COM NEW CL A 0.0%
Value $92,318 Shares 1,907 Est. Cost $40.27 Unrealized 0.0%
PEP PEPSICO INC COM 0.0%
Value $89,136 Shares 574 Est. Cost $130.64 Unrealized +18.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value $88,896 Shares 1,449 Est. Cost $74.65 Unrealized +2.9%
COP CONOCOPHILLIPS COM 0.0%
Value $87,120 Shares 660 Est. Cost $107.63 Unrealized -4.6%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value $79,472 Shares 3,211 Est. Cost $18.50 Unrealized
WMT WALMART INC COM 0.0%
Value $77,924 Shares 627 Est. Cost $95.44 Unrealized +27.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value $74,755 Shares 156 Est. Cost $394.58 Unrealized +25.1%
WMB WILLIAMS COS INC COM 0.0%
Value $71,252 Shares 979 Est. Cost $60.06 Unrealized +10.5%
QUS STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF 0.0%
Value $70,201 Shares 409 Est. Cost $171.64 Unrealized
SUSA ISHARES ESG OPTIMIZED MSCI USA ETF 0.0%
Value $66,446 Shares 503 Est. Cost $109.17 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value $60,950 Shares 102 Est. Cost $522.24 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value $59,373 Shares 166 Est. Cost $308.54 Unrealized +14.6%
VALE VALE S A SPONSORED ADS 0.0%
Value $53,505 Shares 3,363 Est. Cost $15.91 Unrealized
ESGV VANGUARD ESG U.S. STOCK ETF 0.0%
Value $52,879 Shares 471 Est. Cost $118.44 Unrealized
SPXL DIREXION DAILY S&P 500 BULL 3X ETF 0.0%
Value $50,845 Shares 275 Est. Cost $134.03 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value $50,257 Shares 175 Est. Cost $293.74 Unrealized
KRP KIMBELL RTY PARTNERS LP UNIT 0.0%
Value $50,008 Shares 3,456 Est. Cost $14.47 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value $48,074 Shares 225 Est. Cost $76.84 Unrealized +194.1%
ORCL ORACLE CORPORATION 0.0%
Value $46,340 Shares 315 Est. Cost $152.56 Unrealized +11.2%
SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value $45,429 Shares 998 Est. Cost $41.10 Unrealized
KR KROGER CO COM 0.0%
Value $44,284 Shares 612 Est. Cost $65.22 Unrealized -0.9%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value $44,269 Shares 489 Est. Cost $87.31 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS 0.0%
Value $43,258 Shares 128 Est. Cost $301.72 Unrealized
VV VANGUARD LARGE-CAP ETF 0.0%
Value $42,138 Shares 141 Est. Cost $307.86 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value $38,019 Shares 175 Est. Cost $217.25 Unrealized
SNDK SANDISK CORP COM 0.0%
Value $37,485 Shares 59 Est. Cost $516.50 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value $37,057 Shares 611 Est. Cost $52.58 Unrealized +9.2%
SCWO 374WATER INC COM 0.0%
Value $36,920 Shares 13,000 Est. Cost $2.77 Unrealized 0.0%
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 0.0%
Value $35,662 Shares 285 Est. Cost $130.28 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value $35,603 Shares 173 Est. Cost $205.80 Unrealized
FN FABRINET SHS 0.0%
Value $32,856 Shares 63 Est. Cost $435.01 Unrealized +13.2%
ISCG ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF 0.0%
Value $31,729 Shares 579 Est. Cost $54.80 Unrealized
GEV GE VERNOVA INC COM 0.0%
Value $31,424 Shares 36 Est. Cost $736.93 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value $27,925 Shares 100 Est. Cost $363.20 Unrealized -17.1%
ABBV ABBVIE INC COM 0.0%
Value $27,621 Shares 127 Est. Cost $227.54 Unrealized -2.2%
BKR BAKER HUGHES INC 0.0%
Value $26,862 Shares 440 Est. Cost $29.55 Unrealized +89.8%
WM WASTE MANAGEMENT INC 0.0%
Value $26,196 Shares 114 Est. Cost $212.17 Unrealized +6.6%
CI THE CIGNA GROUP COM 0.0%
Value $26,142 Shares 98 Est. Cost $316.10 Unrealized -11.2%
IBKR INTERACTIVE BROKERS GROUP INC COM CL A 0.0%
Value $25,420 Shares 379 Est. Cost $66.89 Unrealized +10.1%
HD HOME DEPOT 0.0%
Value $23,680 Shares 72 Est. Cost $364.20 Unrealized +3.5%
LMT LOCKHEED MARTIN CORP 0.0%
Value $22,967 Shares 38 Est. Cost $502.96 Unrealized +19.5%
CL COLGATE PALMOLIVE CO COM 0.0%
Value $22,671 Shares 266 Est. Cost $86.24 Unrealized +2.9%
MA MASTERCARD INCORPORATED CL A 0.0%
Value $21,985 Shares 44 Est. Cost $477.32 Unrealized +12.9%
PG PROCTER & GAMBLE CO COM 0.0%
Value $21,810 Shares 151 Est. Cost $151.82 Unrealized -0.0%
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value $21,018 Shares 447 Est. Cost $41.33 Unrealized
CALM CAL MAINE FOODS INC COM NEW 0.0%
Value $20,342 Shares 257 Est. Cost $80.65 Unrealized 0.0%
DE DEERE & CO COM 0.0%
Value $20,279 Shares 36 Est. Cost $405.06 Unrealized +36.1%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value $19,521 Shares 50 Est. Cost $509.22 Unrealized -15.3%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value $18,454 Shares 213 Est. Cost $86.64 Unrealized
META META PLATFORMS INC CL A 0.0%
Value $18,308 Shares 32 Est. Cost $655.57 Unrealized 0.0%
STRL STERLING INFRASTRUCTURE INC COM 0.0%
Value $17,920 Shares 44 Est. Cost $90.79 Unrealized +314.6%
GEN GEN DIGITAL INC COM 0.0%
Value $17,907 Shares 951 Est. Cost $21.42 Unrealized +13.9%
MS MORGAN STANLEY 0.0%
Value $17,280 Shares 105 Est. Cost $122.97 Unrealized +46.1%
MKSI MKS INC. COM 0.0%
Value $17,236 Shares 75 Est. Cost $225.13 Unrealized 0.0%
ALL ALLSTATE CORP COM 0.0%
Value $16,587 Shares 80 Est. Cost $204.09 Unrealized -0.6%
MCK MCKESSON CORP 0.0%
Value $16,442 Shares 19 Est. Cost $615.89 Unrealized +42.1%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value $16,442 Shares 88 Est. Cost $133.23 Unrealized +38.1%
SPMO INVESCO S&P 500 MOMENTUM ETF 0.0%
Value $16,368 Shares 146 Est. Cost $90.64 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value $16,252 Shares 233 Est. Cost $65.92 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value $15,659 Shares 132 Est. Cost $63.85 Unrealized +88.2%
USB US BANCORP COM NEW 0.0%
Value $15,603 Shares 300 Est. Cost $44.20 Unrealized +28.1%
NVS NOVARTIS AG ADR 0.0%
Value $15,275 Shares 100 Est. Cost $111.48 Unrealized
PSX PHILLIPS 66 0.0%
Value $14,757 Shares 81 Est. Cost $129.73 Unrealized +13.4%
SLRC SLR INVESTMENT CORP COM 0.0%
Value $13,881 Shares 970 Est. Cost $13.44 Unrealized +12.5%
HCA HCA HEALTHCARE INC COM 0.0%
Value $13,724 Shares 29 Est. Cost $419.00 Unrealized +18.9%
DOUBLELINE YIELD OPPORTUNITIES COM 0.0%
Value $13,266 Shares 953 Est. Cost $16.23 Unrealized
HAWX ISHARES CURRENCY HEDGED MSCI ACWI EX U.S. ETF 0.0%
Value $12,880 Shares 315 Est. Cost $39.48 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value $12,690 Shares 15 Est. Cost $734.84 Unrealized +26.9%
SPXS DIREXION DAILY S&P 500 BEAR 3X ETF 0.0%
Value $12,673 Shares 313 Est. Cost $37.99 Unrealized
BLK BLACKROCK INC 0.0%
Value $12,502 Shares 13 Est. Cost $939.14 Unrealized +16.8%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value $12,362 Shares 51 Est. Cost $139.06 Unrealized +104.2%
GD GENERAL DYNAMICS CORP COM 0.0%
Value $12,013 Shares 35 Est. Cost $286.51 Unrealized +23.7%
TSLA TESLA INC COM 0.0%
Value $11,524 Shares 31 Est. Cost $346.84 Unrealized +22.8%
COKE COCA COLA CONS INC COM 0.0%
Value $11,504 Shares 60 Est. Cost $116.45 Unrealized +36.7%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value $11,453 Shares 44 Est. Cost $239.48 Unrealized +14.1%
SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value $11,024 Shares 235 Est. Cost $46.91 Unrealized
FAZ DIREXION DAILY FINANCIAL BEAR 3X SHARES 0.0%
Value $10,909 Shares 215 Est. Cost $40.44 Unrealized
AMCR AMCOR PLC COM NEW 0.0%
Value $10,613 Shares 267 Est. Cost $45.83 Unrealized 0.0%
TJX TJX COS INC NEW COM 0.0%
Value $10,381 Shares 65 Est. Cost $125.88 Unrealized +22.5%
AME AMETEK INC COM 0.0%
Value $10,075 Shares 47 Est. Cost $170.09 Unrealized +31.3%
DHR DANAHER CORP DEL COM 0.0%
Value $10,049 Shares 53 Est. Cost $241.47 Unrealized -7.0%
RSG REPUBLIC SVCS INC COM 0.0%
Value $9,856 Shares 45 Est. Cost $245.13 Unrealized -11.6%
CMI CUMMINS INC COM 0.0%
Value $9,684 Shares 18 Est. Cost $295.12 Unrealized +95.0%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value $9,631 Shares 35 Est. Cost $123.78 Unrealized +149.5%
DOV DOVER CORP COM 0.0%
Value $9,172 Shares 44 Est. Cost $179.40 Unrealized +19.7%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value $9,113 Shares 21 Est. Cost $322.57 Unrealized +28.9%
SNOY YIELDMAX SNOW OPTION INCOME STRATEGY ETF 0.0%
Value $9,103 Shares 1,168 Est. Cost $15.93 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value $8,952 Shares 10 Est. Cost $626.23 Unrealized +52.9%
C CITIGROUP INC 0.0%
Value $8,846 Shares 78 Est. Cost $94.11 Unrealized +23.4%
JCI JOHNSON CTLS INC 0.0%
Value $8,512 Shares 65 Est. Cost $87.40 Unrealized +44.2%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value $8,127 Shares 40 Est. Cost $247.18 Unrealized -2.6%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value $7,954 Shares 138 Est. Cost $61.22 Unrealized -5.0%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value $7,939 Shares 86 Est. Cost $91.18 Unrealized +4.2%
SAP SAP SE SPON ADR 0.0%
Value $7,876 Shares 46 Est. Cost $267.21 Unrealized
R RYDER SYS INC COM 0.0%
Value $7,779 Shares 38 Est. Cost $113.85 Unrealized +78.4%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value $7,577 Shares 68 Est. Cost $131.37 Unrealized +1.6%
CB CHUBB LTD SWITZ COM 0.0%
Value $7,496 Shares 23 Est. Cost $286.98 Unrealized +10.2%
UBS UBS GROUP AG SHS 0.0%
Value $7,462 Shares 191 Est. Cost $38.84 Unrealized +17.3%
IDXX IDEXX LABS INC COM 0.0%
Value $7,305 Shares 13 Est. Cost $546.49 Unrealized +22.7%
EMR EMERSON ELEC CO COM 0.0%
Value $7,075 Shares 54 Est. Cost $135.48 Unrealized +9.6%
CSCO CISCO SYS INC 0.0%
Value $6,906 Shares 89 Est. Cost $73.79 Unrealized +5.6%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value $6,703 Shares 81 Est. Cost $84.11 Unrealized
VLTO VERALTO CORP COM SHS 0.0%
Value $6,632 Shares 75 Est. Cost $96.15 Unrealized +1.4%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value $6,591 Shares 38 Est. Cost $223.19 Unrealized -18.7%
KMI KINDER MORGAN INC DEL COM 0.0%
Value $6,538 Shares 195 Est. Cost $26.91 Unrealized +10.5%
BAC BANK AMERICA CORP COM 0.0%
Value $6,094 Shares 125 Est. Cost $52.47 Unrealized +2.3%
TXN TEXAS INSTRS INC COM 0.0%
Value $5,630 Shares 29 Est. Cost $170.73 Unrealized +20.8%
HLI HOULIHAN LOKEY INC CL A 0.0%
Value $5,601 Shares 39 Est. Cost $166.54 Unrealized +5.4%
CRM SALESFORCE COM 0.0%
Value $5,600 Shares 30 Est. Cost $271.86 Unrealized -20.6%
PFE PFIZER INC COM 0.0%
Value $5,588 Shares 199 Est. Cost $26.18 Unrealized 0.0%
KO COCA COLA CO COM 0.0%
Value $5,552 Shares 73 Est. Cost $69.40 Unrealized +7.7%
NLY ANNALY CAPITAL MANAGEMENT INC 0.0%
Value $5,351 Shares 253 Est. Cost $19.69 Unrealized
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value $5,154 Shares 249 Est. Cost $28.79 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value $4,681 Shares 32 Est. Cost $154.17 Unrealized 0.0%
DOW DOW HLDGS INC COM 0.0%
Value $4,623 Shares 111 Est. Cost $27.80 Unrealized +4.5%
TFC TRUIST FINL CORP COM 0.0%
Value $4,597 Shares 100 Est. Cost $45.80 Unrealized +11.7%
NUE NUCOR CORP COM 0.0%
Value $4,397 Shares 26 Est. Cost $140.51 Unrealized +27.0%
GSK GSK PLC SPONSORED ADR 0.0%
Value $3,974 Shares 72 Est. Cost $43.16 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value $3,865 Shares 19 Est. Cost $221.70 Unrealized 0.0%
STCE SCHWAB CRYPTO THEMATIC ETF 0.0%
Value $3,614 Shares 70 Est. Cost $78.16 Unrealized
SDOW PROSHARES ULTRAPRO SHORT DOW30 0.0%
Value $3,486 Shares 99 Est. Cost $35.74 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value $3,326 Shares 53 Est. Cost $103.56 Unrealized -17.1%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value $3,137 Shares 25 Est. Cost $125.48 Unrealized
NAIL DIREXION DAILY HOMEBUILDERS & SUPPLIES BULL 3X ETF 0.0%
Value $3,112 Shares 82 Est. Cost $151.48 Unrealized
LNC LINCOLN NATL CORP IND COM 0.0%
Value $3,053 Shares 86 Est. Cost $29.30 Unrealized +39.5%
ABT ABBOTT LABORATORIES COM 0.0%
Value $2,977 Shares 29 Est. Cost $117.12 Unrealized -1.5%
NFLX NETFLIX INC. COM 0.0%
Value $2,885 Shares 30 Est. Cost $89.43 Unrealized -6.3%
SNOW SNOWFLAKE INC COM SHS 0.0%
Value $2,866 Shares 19 Est. Cost $194.49 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value $2,847 Shares 40 Est. Cost $82.25 Unrealized 0.0%
ETH GRAYSCALE ETHEREUM STAKING MINI ETF 0.0%
Value $2,681 Shares 135 Est. Cost $24.87 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value $2,544 Shares 33 Est. Cost $96.18 Unrealized -6.9%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value $2,425 Shares 5 Est. Cost $699.24 Unrealized -28.9%
SHLD GLOBAL X DEFENSE TECH ETF 0.0%
Value $2,409 Shares 34 Est. Cost $62.89 Unrealized
SQQQ PROSHARES ULTRAPRO SHORT QQQ 0.0%
Value $2,334 Shares 29 Est. Cost $68.52 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value $2,305 Shares 5 Est. Cost $520.97 Unrealized 0.0%
RH RESTORATION HARDWARE 0.0%
Value $2,237 Shares 16 Est. Cost $208.18 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value $1,969 Shares 10 Est. Cost $234.41 Unrealized 0.0%
OGN ORGANON & CO COMMON STOCK 0.0%
Value $1,875 Shares 313 Est. Cost $15.81 Unrealized -48.0%
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.0%
Value $1,800 Shares 76 Est. Cost $27.67 Unrealized -8.0%
FLIN FRANKLIN FTSE INDIA ETF 0.0%
Value $1,661 Shares 50 Est. Cost $36.84 Unrealized
BE BLOOM ENERGY CORP COM CL A 0.0%
Value $1,626 Shares 12 Est. Cost $23.87 Unrealized +505.9%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value $1,516 Shares 7 Est. Cost $264.22 Unrealized -9.0%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value $1,486 Shares 15 Est. Cost $81.07 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value $1,381 Shares 4 Est. Cost $205.97 Unrealized +66.6%
OUNZ VANECK MERK GOLD ETF 0.0%
Value $1,352 Shares 30 Est. Cost $31.90 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR 0.0%
Value $1,329 Shares 10 Est. Cost $175.20 Unrealized
XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 0.0%
Value $1,294 Shares 8 Est. Cost $131.13 Unrealized
HON HONEYWELL INTL INC 0.0%
Value $1,130 Shares 5 Est. Cost $198.41 Unrealized +13.9%
BIDU BAIDU COM ADR 0.0%
Value $1,114 Shares 10 Est. Cost $111.40 Unrealized
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value $1,045 Shares 5 Est. Cost $146.50 Unrealized +56.9%
KHC KRAFT HEINZ CO COM 0.0%
Value $1,035 Shares 46 Est. Cost $32.80 Unrealized -27.1%
GSG ISHARES S&P GSCI COMMODITY INDEXED TRUST 0.0%
Value $968 Shares 30 Est. Cost $22.77 Unrealized
FXI ISHARES FTSE CHINA ETF 0.0%
Value $898 Shares 25 Est. Cost $35.84 Unrealized
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value $834 Shares 20 Est. Cost $55.00 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION COM 0.0%
Value $774 Shares 70 Est. Cost $12.51 Unrealized -3.8%
ROKU ROKU INC COM CL A 0.0%
Value $757 Shares 8 Est. Cost $98.47 Unrealized 0.0%
NLR VANECK URANIUM AND NUCLEAR ETF 0.0%
Value $666 Shares 5 Est. Cost $133.20 Unrealized
FTWO STRIVE NATURAL RESOURCES AND SECURITY ETF 0.0%
Value $636 Shares 14 Est. Cost $45.43 Unrealized
BWXT BABCOCK COMMON STOCK 0.0%
Value $613 Shares 3 Est. Cost $107.74 Unrealized +88.4%
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value $600 Shares 20 Est. Cost $30.00 Unrealized
CRAK VANECK OIL REFINERS ETF 0.0%
Value $543 Shares 11 Est. Cost $49.36 Unrealized
XYZ BLOCK INC CL A 0.0%
Value $542 Shares 9 Est. Cost $60.32 Unrealized 0.0%
GTLB GITLAB INC CLASS A COM 0.0%
Value $541 Shares 25 Est. Cost $32.85 Unrealized 0.0%
RIG TRANSOCEAN 0.0%
Value $517 Shares 78 Est. Cost $5.46 Unrealized -5.4%
XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value $508 Shares 2 Est. Cost $254.00 Unrealized
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value $459 Shares 10 Est. Cost $60.75 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value $452 Shares 10 Est. Cost $77.71 Unrealized -35.6%
VST VISTRA CORP COM 0.0%
Value $451 Shares 3 Est. Cost $163.18 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value $216 Shares 1 Est. Cost $188.88 Unrealized -15.4%
WFC WELLS FARGO & CO COM 0.0%
Value $185 Shares 2 Est. Cost $56.87 Unrealized +58.3%
CBRE CBRE GROUP INC CL A 0.0%
Value $135 Shares 1 Est. Cost $88.72 Unrealized +81.9%
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT 0.0%
Value $98 Shares 2 Est. Cost $41.50 Unrealized
IONQ IONQ INC COM 0.0%
Value $86 Shares 3 Est. Cost $47.02 Unrealized -11.9%
SOLS SOLSTICE ADVANCED MATLS INC COM SHS 0.0%
Value $76 Shares 1 Est. Cost $65.21 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value $66 Shares 1 Est. Cost $62.02 Unrealized -26.7%
MRNA MODERNA INC COM 0.0%
Value $51 Shares 1 Est. Cost $42.94 Unrealized 0.0%