Silicon Valley Capital Partners Diversified Active

Location: San Jose, CA

CIK: 0001673633 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 30, 2024

Total Value: $768M (100.0% shares, 0.0% debt)

Holdings (307)

SPY SPDR S&P 500 ETF TRUST 13.6%
Value $104M Shares 181,798 Share Price $573.76 Est. Cost/Share $469.19 Unrealized @ Report Date +22.3%
QQQ INVESCO QQQ TRUST SERIES I 8.6%
Value $66.22M Shares 135,669 Share Price $488.07 Est. Cost/Share $383.07 Unrealized @ Report Date +27.4%
AAPL APPLE INC COM 7.7%
Value $59.12M Shares 253,743 Share Price $233.00 Est. Cost/Share $138.77 Unrealized @ Report Date +67.0%
SPGP INVESCO S&P 500 GARP ETF 7.2%
Value $55.64M Shares 531,547 Share Price $104.67 Est. Cost/Share $92.56 Unrealized @ Report Date +13.1%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 7.2%
Value $55.3M Shares 94,290 Share Price $586.52 * Est. Cost/Share $59.46 Unrealized @ Report Date +23.3%
MSFT MICROSOFT CORP COM 5.2%
Value $39.87M Shares 92,652 Share Price $430.30 Est. Cost/Share $260.89 Unrealized @ Report Date +63.4%
NVDA NVIDIA CORPORATION COM 4.5%
Value $34.23M Shares 281,898 Share Price $121.44 Est. Cost/Share $94.91 Unrealized @ Report Date +27.9%
GOOGL ALPHABET INC CAP STK CL A 4.2%
Value $31.95M Shares 192,655 Share Price $165.85 Est. Cost/Share $117.89 Unrealized @ Report Date +40.0%
IVW ISHARES S&P 500 GROWTH ETF 3.5%
Value $26.93M Shares 281,260 Share Price $95.75 Est. Cost/Share $67.80 Unrealized @ Report Date +41.2%
AMZN AMAZON COM INC COM 2.6%
Value $20.14M Shares 108,110 Share Price $186.33 Est. Cost/Share $135.33 Unrealized @ Report Date +37.7%
VUG VANGUARD GROWTH ETF 2.1%
Value $15.75M Shares 41,025 Share Price $383.93 * Est. Cost/Share $32.63 Unrealized @ Report Date +96.1%
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 2.0%
Value $15.63M Shares 138,422 Share Price $112.94 Est. Cost/Share $86.21 Unrealized @ Report Date +31.0%
SBUX STARBUCKS CORP COM 1.7%
Value $12.92M Shares 132,557 Share Price $97.49 * Est. Cost/Share $86.17 Unrealized @ Report Date +9.5%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.7%
Value $12.79M Shares 27,785 Share Price $460.25 Est. Cost/Share $326.46 Unrealized @ Report Date +41.0%
META META PLATFORMS INC CL A 1.6%
Value $12.43M Shares 21,707 Share Price $572.43 Est. Cost/Share $321.04 Unrealized @ Report Date +77.6%
COST COSTCO WHSL CORP NEW COM 1.4%
Value $11.1M Shares 12,522 Share Price $886.52 Est. Cost/Share $513.87 Unrealized @ Report Date +71.4%
AXP AMERICAN EXPRESS CO COM 1.4%
Value $10.98M Shares 40,494 Share Price $271.20 Est. Cost/Share $162.00 Unrealized @ Report Date +64.8%
AVGO BROADCOM INC COM 1.4%
Value $10.76M Shares 62,351 Share Price $172.50 Est. Cost/Share $157.04 Unrealized @ Report Date +8.6%
USB US BANCORP DEL COM NEW 1.3%
Value $10.02M Shares 219,005 Share Price $45.73 * Est. Cost/Share $35.67 Unrealized @ Report Date +21.5%
MDT MEDTRONIC PLC SHS 1.3%
Value $9.724M Shares 108,010 Share Price $90.03 * Est. Cost/Share $76.56 Unrealized @ Report Date +13.8%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 1.2%
Value $9.467M Shares 132,224 Share Price $71.60 Est. Cost/Share $47.04 Unrealized @ Report Date +52.2%
BAC BANK AMERICA CORP COM 1.2%
Value $9.342M Shares 235,427 Share Price $39.68 * Est. Cost/Share $30.98 Unrealized @ Report Date +24.5%
NOW SERVICENOW INC COM 1.2%
Value $9.328M Shares 10,430 Share Price $894.36 * Est. Cost/Share $100.04 Unrealized @ Report Date +78.8%
HD HOME DEPOT INC COM 1.2%
Value $9.323M Shares 23,010 Share Price $405.19 * Est. Cost/Share $291.82 Unrealized @ Report Date +34.8%
CRM SALESFORCE INC COM 1.2%
Value $9.109M Shares 33,278 Share Price $273.71 Est. Cost/Share $238.17 Unrealized @ Report Date +14.0%
APD AIR PRODS & CHEMS INC COM 1.2%
Value $9.097M Shares 30,555 Share Price $297.74 * Est. Cost/Share $252.12 Unrealized @ Report Date +13.6%
BX BLACKSTONE INC COM 1.1%
Value $8.813M Shares 57,554 Share Price $153.13 * Est. Cost/Share $91.94 Unrealized @ Report Date +60.7%
XOM EXXON MOBIL CORP COM 1.1%
Value $8.529M Shares 72,764 Share Price $117.22 * Est. Cost/Share $98.23 Unrealized @ Report Date +14.2%
MRK MERCK & CO INC COM 1.1%
Value $8.214M Shares 72,335 Share Price $113.56 * Est. Cost/Share $102.18 Unrealized @ Report Date +6.3%
ASML ASML HOLDING N V N Y REGISTRY SHS 1.0%
Value $8.016M Shares 9,620 Share Price $833.23 Est. Cost/Share $627.17 Unrealized @ Report Date +32.9%
UNH UNITEDHEALTH GROUP INC COM 0.9%
Value $7.286M Shares 12,462 Share Price $584.66 * Est. Cost/Share $482.05 Unrealized @ Report Date +17.9%
AMD ADVANCED MICRO DEVICES INC COM 0.6%
Value $4.986M Shares 30,386 Share Price $164.08 Est. Cost/Share $88.94 Unrealized @ Report Date +84.5%
MGV VANGUARD MEGA CAP VALUE ETF 0.6%
Value $4.971M Shares 38,754 Share Price $128.28 Est. Cost/Share $100.45 Unrealized @ Report Date +27.7%
MGK VANGUARD MEGA CAP GROWTH ETF 0.4%
Value $3.073M Shares 9,544 Share Price $321.94 * Est. Cost/Share $36.73 Unrealized @ Report Date +75.3%
ADBE ADOBE INC COM 0.4%
Value $2.97M Shares 5,736 Share Price $517.79 Est. Cost/Share $544.72 Unrealized @ Report Date -4.9%
UBER UBER TECHNOLOGIES INC COM 0.3%
Value $2.411M Shares 32,072 Share Price $75.16 Est. Cost/Share $51.47 Unrealized @ Report Date +46.0%
MRVL MARVELL TECHNOLOGY INC COM 0.3%
Value $2.378M Shares 32,978 Share Price $72.12 Est. Cost/Share $68.55 Unrealized @ Report Date +4.7%
JPM JPMORGAN CHASE & CO. COM 0.3%
Value $2.144M Shares 10,166 Share Price $210.85 * Est. Cost/Share $156.74 Unrealized @ Report Date +30.9%
GOOG ALPHABET INC CAP STK CL C 0.3%
Value $2.11M Shares 12,619 Share Price $167.19 Est. Cost/Share $119.45 Unrealized @ Report Date +39.3%
V VISA INC COM CL A 0.2%
Value $1.805M Shares 6,565 Share Price $274.97 Est. Cost/Share $224.37 Unrealized @ Report Date +21.5%
INTU INTUIT COM 0.2%
Value $1.616M Shares 2,603 Share Price $620.97 Est. Cost/Share $314.30 Unrealized @ Report Date +96.0%
SPHQ INVESCO S&P 500 QUALITY ETF 0.2%
Value $1.568M Shares 23,304 Share Price $67.27 Est. Cost/Share $45.64 Unrealized @ Report Date +47.4%
ORCL ORACLE CORP COM 0.2%
Value $1.327M Shares 7,789 Share Price $170.40 Est. Cost/Share $89.58 Unrealized @ Report Date +87.9%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value $1.133M Shares 3,020 Share Price $375.32 * Est. Cost/Share $54.88 Unrealized @ Report Date +71.0%
VOO VANGUARD S&P 500 ETF 0.1%
Value $1.115M Shares 2,113 Share Price $527.72 Est. Cost/Share $323.72 Unrealized @ Report Date +63.0%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value $1.062M Shares 1,842 Share Price $576.72 Est. Cost/Share $382.45 Unrealized @ Report Date +50.8%
CVX CHEVRON CORP NEW COM 0.1%
Value $920K Shares 6,245 Share Price $147.27 * Est. Cost/Share $139.63 Unrealized @ Report Date -0.2%
MU MICRON TECHNOLOGY INC COM 0.1%
Value $862K Shares 8,313 Share Price $103.71 Est. Cost/Share $107.88 Unrealized @ Report Date -4.4%
EQIX EQUINIX INC COM 0.1%
Value $859K Shares 968 Share Price $887.27 * Est. Cost/Share $786.18 Unrealized @ Report Date +9.9%
MA MASTERCARD INCORPORATED CL A 0.1%
Value $836K Shares 1,692 Share Price $493.81 Est. Cost/Share $378.01 Unrealized @ Report Date +29.7%
OXY OCCIDENTAL PETE CORP COM 0.1%
Value $723K Shares 14,034 Share Price $51.54 * Est. Cost/Share $58.82 Unrealized @ Report Date -14.6%
ARISTA NETWORKS INC COM 0.1%
Value $689K Shares 1,795 Share Price $383.80 Est. Cost/Share $373.60 Unrealized @ Report Date
ADSK AUTODESK INC COM 0.1%
Value $658K Shares 2,389 Share Price $275.48 Est. Cost/Share $139.98 Unrealized @ Report Date +96.8%
JNJ JOHNSON & JOHNSON COM 0.1%
Value $580K Shares 3,581 Share Price $162.07 * Est. Cost/Share $139.87 Unrealized @ Report Date +11.5%
GBTC GRAYSCALE BITCOIN TRUST 0.1%
Value $545K Shares 10,800 Share Price $50.50 Est. Cost/Share $43.69 Unrealized @ Report Date +15.6%
TGT TARGET CORP COM 0.1%
Value $537K Shares 3,443 Share Price $155.85 * Est. Cost/Share $157.63 Unrealized @ Report Date -6.0%
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value $482K Shares 5,749 Share Price $83.80 Est. Cost/Share $38.89 Unrealized @ Report Date +115.5%
MNDY MONDAY COM LTD SHS 0.1%
Value $465K Shares 1,673 Share Price $277.82 * Est. Cost/Share $236.88 Unrealized @ Report Date +4.5%
TSLA TESLA INC COM 0.1%
Value $438K Shares 1,675 Share Price $261.57 Est. Cost/Share $271.91 Unrealized @ Report Date -3.8%
PFE PFIZER INC COM 0.1%
Value $421K Shares 14,540 Share Price $28.94 * Est. Cost/Share $26.92 Unrealized @ Report Date -1.3%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value $341K Shares 5,478 Share Price $62.32 Est. Cost/Share $56.09 Unrealized @ Report Date +11.1%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value $336K Shares 984 Share Price $341.73 * Est. Cost/Share $109.98 Unrealized @ Report Date +55.4%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value $334K Shares 2,202 Share Price $151.59 Est. Cost/Share $147.06 Unrealized @ Report Date +3.1%
GBIL ACCESS TREASURY 0-1 YEAR ETF 0.0%
Value $313K Shares 3,119 Share Price $100.28 Est. Cost/Share $99.91 Unrealized @ Report Date +0.4%
NFLX NETFLIX INC COM 0.0%
Value $298K Shares 420 Share Price $709.27 * Est. Cost/Share $52.29 Unrealized @ Report Date +35.7%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value $279K Shares 807 Share Price $345.47 * Est. Cost/Share $36.10 Unrealized @ Report Date +59.4%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value $252K Shares 1,085 Share Price $232.54 * Est. Cost/Share $234.53 Unrealized @ Report Date -5.7%
TRMB TRIMBLE INC COM 0.0%
Value $251K Shares 4,044 Share Price $62.09 Est. Cost/Share $37.50 Unrealized @ Report Date +65.6%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value $222K Shares 792 Share Price $280.35 Est. Cost/Share $271.76 Unrealized @ Report Date +3.2%
LLY ELI LILLY & CO COM 0.0%
Value $212K Shares 239 Share Price $887.74 Est. Cost/Share $545.49 Unrealized @ Report Date +60.9%
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 0.0%
Value $210K Shares 3,370 Share Price $62.20 Est. Cost/Share $50.26 Unrealized @ Report Date +23.8%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value $207K Shares 658 Share Price $314.42 Est. Cost/Share $211.69 Unrealized @ Report Date +48.5%
DINT DAVIS SELECT INTERNATIONAL ETF 0.0%
Value $194K Shares 8,087 Share Price $24.02 Est. Cost/Share $18.21 Unrealized @ Report Date +31.9%
AHR AMERICAN HEALTHCARE REIT INC COM SHS 0.0%
Value $191K Shares 7,326 Share Price $26.10 Est. Cost/Share $26.10 Unrealized @ Report Date
ACWI ISHARES MSCI ACWI ETF 0.0%
Value $191K Shares 1,595 Share Price $119.57 Est. Cost/Share $109.92 Unrealized @ Report Date +8.8%
VB VANGUARD SMALL-CAP ETF 0.0%
Value $189K Shares 796 Share Price $237.18 Est. Cost/Share $216.84 Unrealized @ Report Date +9.4%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value $188K Shares 331 Share Price $569.34 Est. Cost/Share $442.21 Unrealized @ Report Date +28.8%
NVO NOVO-NORDISK A S ADR 0.0%
Value $183K Shares 1,540 Share Price $119.10 Est. Cost/Share $108.29 Unrealized @ Report Date +10.0%
ZS ZSCALER INC COM 0.0%
Value $177K Shares 1,036 Share Price $170.98 Est. Cost/Share $177.98 Unrealized @ Report Date -4.0%
AMGN AMGEN INC COM 0.0%
Value $177K Shares 548 Share Price $322.40 * Est. Cost/Share $238.05 Unrealized @ Report Date +30.0%
WMT WALMART INC COM 0.0%
Value $161K Shares 1,992 Share Price $80.75 Est. Cost/Share $58.59 Unrealized @ Report Date +36.2%
BA BOEING CO COM 0.0%
Value $149K Shares 978 Share Price $152.04 Est. Cost/Share $171.47 Unrealized @ Report Date -11.3%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value $144K Shares 1,328 Share Price $108.62 Est. Cost/Share $115.32 Unrealized @ Report Date -5.8%
OBDC BLUE OWL CAPITAL CORPORATION COM 0.0%
Value $142K Shares 9,779 Share Price $14.57 * Est. Cost/Share $13.13 Unrealized @ Report Date -3.7%
ABBV ABBVIE INC COM 0.0%
Value $141K Shares 715 Share Price $197.42 * Est. Cost/Share $137.22 Unrealized @ Report Date +38.0%
ARKK ARK INNOVATION ETF 0.0%
Value $137K Shares 2,889 Share Price $47.54 Est. Cost/Share $35.74 Unrealized @ Report Date +33.0%
TDG TRANSDIGM GROUP INC COM 0.0%
Value $135K Shares 94 Share Price $1431.28 * Est. Cost/Share $680.10 Unrealized @ Report Date +86.0%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value $127K Shares 552 Share Price $230.78 Est. Cost/Share $181.46 Unrealized @ Report Date +27.1%
ABT ABBOTT LABS COM 0.0%
Value $126K Shares 1,108 Share Price $114.02 * Est. Cost/Share $98.63 Unrealized @ Report Date +12.9%
CSCO CISCO SYS INC COM 0.0%
Value $116K Shares 2,186 Share Price $53.22 * Est. Cost/Share $50.37 Unrealized @ Report Date +1.7%
NKE NIKE INC CL B 0.0%
Value $114K Shares 1,291 Share Price $88.38 * Est. Cost/Share $96.93 Unrealized @ Report Date -11.3%
MCD MCDONALDS CORP COM 0.0%
Value $110K Shares 362 Share Price $304.88 * Est. Cost/Share $252.52 Unrealized @ Report Date +17.1%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value $110K Shares 188 Share Price $584.79 * Est. Cost/Share $426.55 Unrealized @ Report Date +32.3%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value $107K Shares 302 Share Price $353.01 Est. Cost/Share $274.84 Unrealized @ Report Date +26.3%
AMAT APPLIED MATLS INC COM 0.0%
Value $102K Shares 507 Share Price $201.86 Est. Cost/Share $145.81 Unrealized @ Report Date +36.9%
RBLX ROBLOX CORP CL A 0.0%
Value $98,334 Shares 2,222 Share Price $44.25 Est. Cost/Share $35.60 Unrealized @ Report Date +24.3%
FROG JFROG LTD ORD SHS 0.0%
Value $95,232 Shares 3,279 Share Price $29.04 Est. Cost/Share $21.03 Unrealized @ Report Date +38.1%
KLAC KLA CORP COM NEW 0.0%
Value $89,325 Shares 115 Share Price $776.74 Est. Cost/Share $686.62 Unrealized @ Report Date +11.5%
PEP PEPSICO INC COM 0.0%
Value $87,883 Shares 517 Share Price $169.99 * Est. Cost/Share $160.81 Unrealized @ Report Date +0.8%
CSL CARLISLE COS INC COM 0.0%
Value $86,041 Shares 191 Share Price $450.48 Est. Cost/Share $268.62 Unrealized @ Report Date +64.7%
QCOM QUALCOMM INC COM 0.0%
Value $85,457 Shares 503 Share Price $169.89 * Est. Cost/Share $171.16 Unrealized @ Report Date -3.3%
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value $85,401 Shares 105 Share Price $813.34 * Est. Cost/Share $94.31 Unrealized @ Report Date -14.5%
BP BP PLC SPONSORED ADR 0.0%
Value $81,287 Shares 2,590 Share Price $31.38 Est. Cost/Share $30.91 Unrealized @ Report Date +1.6%
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value $77,008 Shares 774 Share Price $99.49 Est. Cost/Share $62.67 Unrealized @ Report Date +58.5%
SLGN SILGAN HLDGS INC COM 0.0%
Value $74,402 Shares 1,417 Share Price $52.51 Est. Cost/Share $42.14 Unrealized @ Report Date +24.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value $74,140 Shares 427 Share Price $173.63 Est. Cost/Share $93.02 Unrealized @ Report Date +86.7%
FLEX FLEX LTD ORD 0.0%
Value $74,081 Shares 2,216 Share Price $33.43 Est. Cost/Share $30.75 Unrealized @ Report Date +8.7%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value $72,838 Shares 257 Share Price $283.42 Est. Cost/Share $192.72 Unrealized @ Report Date +46.9%
MOD MODINE MFG CO COM 0.0%
Value $70,644 Shares 532 Share Price $132.79 Est. Cost/Share $48.90 Unrealized @ Report Date +171.5%
OKTA OKTA INC CL A 0.0%
Value $70,400 Shares 947 Share Price $74.34 Est. Cost/Share $57.10 Unrealized @ Report Date +30.2%
PG PROCTER AND GAMBLE CO COM 0.0%
Value $70,372 Shares 406 Share Price $173.33 * Est. Cost/Share $133.94 Unrealized @ Report Date +25.2%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value $67,849 Shares 301 Share Price $225.41 * Est. Cost/Share $109.77 Unrealized @ Report Date +2.8%
SPXC SPX TECHNOLOGIES INC COM 0.0%
Value $67,771 Shares 425 Share Price $159.46 Est. Cost/Share $101.01 Unrealized @ Report Date
KKR KKR & CO INC COM 0.0%
Value $66,324 Shares 508 Share Price $130.56 Est. Cost/Share $51.41 Unrealized @ Report Date +152.3%
ADI ANALOG DEVICES INC COM 0.0%
Value $65,408 Shares 284 Share Price $230.31 * Est. Cost/Share $178.40 Unrealized @ Report Date +26.4%
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value $65,241 Shares 900 Share Price $72.49 * Est. Cost/Share $28.43 Unrealized @ Report Date +27.5%
EME EMCOR GROUP INC COM 0.0%
Value $64,722 Shares 150 Share Price $431.48 Est. Cost/Share $208.84 Unrealized @ Report Date +105.6%
FAS DIREXION DAILY FINANCIAL BULL 3X SHARES 0.0%
Value $63,857 Shares 492 Share Price $129.79 Est. Cost/Share $117.95 Unrealized @ Report Date +10.0%
ENB ENBRIDGE INC COM 0.0%
Value $62,857 Shares 1,548 Share Price $40.61 * Est. Cost/Share $31.60 Unrealized @ Report Date +19.5%
WFC WELLS FARGO CO NEW COM 0.0%
Value $62,124 Shares 1,100 Share Price $56.48 * Est. Cost/Share $44.38 Unrealized @ Report Date +23.9%
HUM HUMANA INC COM 0.0%
Value $59,678 Shares 188 Share Price $317.44 Est. Cost/Share $428.21 Unrealized @ Report Date -27.3%
BCPC BALCHEM CORP COM 0.0%
Value $58,414 Shares 332 Share Price $175.95 Est. Cost/Share $125.74 Unrealized @ Report Date +38.4%
URI UNITED RENTALS INC COM 0.0%
Value $57,444 Shares 71 Share Price $809.07 Est. Cost/Share $364.83 Unrealized @ Report Date +119.6%
GLD SPDR GOLD SHARES 0.0%
Value $56,390 Shares 232 Share Price $243.06 Est. Cost/Share $191.93 Unrealized @ Report Date +26.6%
CAT CATERPILLAR INC COM 0.0%
Value $55,957 Shares 143 Share Price $391.31 Est. Cost/Share $223.03 Unrealized @ Report Date +72.1%
AON AON PLC SHS CL A 0.0%
Value $55,918 Shares 162 Share Price $345.17 Est. Cost/Share $318.69 Unrealized @ Report Date +7.7%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value $54,010 Shares 165 Share Price $327.33 Est. Cost/Share $222.21 Unrealized @ Report Date +47.0%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value $53,607 Shares 208 Share Price $257.73 * Est. Cost/Share $221.24 Unrealized @ Report Date +13.1%
ITT ITT INC COM 0.0%
Value $52,692 Shares 352 Share Price $149.69 Est. Cost/Share $105.13 Unrealized @ Report Date +42.2%
TXN TEXAS INSTRS INC COM 0.0%
Value $50,680 Shares 245 Share Price $206.86 * Est. Cost/Share $158.59 Unrealized @ Report Date +25.3%
DDOG DATADOG INC CL A COM 0.0%
Value $50,051 Shares 435 Share Price $115.06 Est. Cost/Share $78.12 Unrealized @ Report Date +47.3%
BMI BADGER METER INC COM 0.0%
Value $49,820 Shares 228 Share Price $218.51 Est. Cost/Share $143.50 Unrealized @ Report Date +50.8%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value $48,444 Shares 245 Share Price $197.73 Est. Cost/Share $153.14 Unrealized @ Report Date +29.3%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value $47,539 Shares 900 Share Price $52.82 Est. Cost/Share $43.27 Unrealized @ Report Date +22.0%
ELV ELEVANCE HEALTH INC COM 0.0%
Value $47,171 Shares 91 Share Price $518.36 Est. Cost/Share $443.44 Unrealized @ Report Date +14.6%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value $46,473 Shares 298 Share Price $155.95 * Est. Cost/Share $81.01 Unrealized @ Report Date +86.3%
RTX RTX CORPORATION COM 0.0%
Value $46,426 Shares 383 Share Price $121.22 * Est. Cost/Share $80.92 Unrealized @ Report Date +46.2%
PSTG PURE STORAGE INC CL A 0.0%
Value $45,065 Shares 897 Share Price $50.24 Est. Cost/Share $32.93 Unrealized @ Report Date +52.6%
PECO PHILLIPS EDISON & CO INC COMMON STOCK 0.0%
Value $44,628 Shares 1,183 Share Price $37.72 Est. Cost/Share $31.84 Unrealized @ Report Date
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value $43,519 Shares 243 Share Price $179.09 Est. Cost/Share $160.58 Unrealized @ Report Date +11.6%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value $42,994 Shares 552 Share Price $77.89 Est. Cost/Share $71.06 Unrealized @ Report Date
PODD INSULET CORP COM 0.0%
Value $41,895 Shares 180 Share Price $232.75 Est. Cost/Share $171.53 Unrealized @ Report Date +35.7%
AGYS AGILYSYS INC COM 0.0%
Value $41,300 Shares 379 Share Price $108.97 Est. Cost/Share $81.18 Unrealized @ Report Date +31.8%
CSM PROSHARES LARGE CAP CORE PLUS 0.0%
Value $41,072 Shares 628 Share Price $65.40 Est. Cost/Share $45.62 Unrealized @ Report Date +43.3%
AFL AFLAC INC COM 0.0%
Value $40,626 Shares 363 Share Price $111.92 * Est. Cost/Share $62.49 Unrealized @ Report Date +74.3%
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value $40,367 Shares 267 Share Price $151.19 Est. Cost/Share $143.29 Unrealized @ Report Date +3.7%
CWST CASELLA WASTE SYS INC CL A 0.0%
Value $39,796 Shares 400 Share Price $99.49 Est. Cost/Share $80.37 Unrealized @ Report Date +23.8%
GMED GLOBUS MED INC CL A 0.0%
Value $39,347 Shares 550 Share Price $71.54 Est. Cost/Share $48.74 Unrealized @ Report Date +46.8%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value $38,806 Shares 311 Share Price $124.78 Est. Cost/Share $64.08 Unrealized @ Report Date +91.7%
CRS CARPENTER TECHNOLOGY CORP COM 0.0%
Value $38,621 Shares 242 Share Price $159.59 Est. Cost/Share $47.93 Unrealized @ Report Date +231.0%
ETHE GRAYSCALE ETHEREUM TRUST (ETH) 0.0%
Value $36,994 Shares 1,690 Share Price $21.89 Est. Cost/Share $24.39 Unrealized @ Report Date -10.3%
WLK WESTLAKE CORPORATION COM 0.0%
Value $36,734 Shares 244 Share Price $150.55 * Est. Cost/Share $108.79 Unrealized @ Report Date +34.0%
RACE FERRARI N V COM 0.0%
Value $34,944 Shares 74 Share Price $472.22 Est. Cost/Share $291.36 Unrealized @ Report Date +61.4%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value $34,425 Shares 719 Share Price $47.88 Est. Cost/Share $38.82 Unrealized @ Report Date +23.3%
KIE SPDR S&P INSURANCE ETF 0.0%
Value $34,151 Shares 602 Share Price $56.73 Est. Cost/Share $56.73 Unrealized @ Report Date
DHR DANAHER CORPORATION COM 0.0%
Value $33,549 Shares 121 Share Price $277.26 Est. Cost/Share $223.70 Unrealized @ Report Date +23.4%
UFPI UFP INDUSTRIES INC COM 0.0%
Value $33,082 Shares 252 Share Price $131.28 Est. Cost/Share $107.97 Unrealized @ Report Date +21.5%
HON HONEYWELL INTL INC COM 0.0%
Value $32,682 Shares 158 Share Price $206.85 * Est. Cost/Share $177.76 Unrealized @ Report Date +6.7%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value $32,231 Shares 227 Share Price $141.99 Est. Cost/Share $123.51 Unrealized @ Report Date +15.0%
UNP UNION PAC CORP COM 0.0%
Value $31,896 Shares 129 Share Price $247.26 * Est. Cost/Share $187.60 Unrealized @ Report Date +27.6%
SAP SAP SE SPON ADR 0.0%
Value $31,209 Shares 136 Share Price $229.48 Est. Cost/Share $132.24 Unrealized @ Report Date +73.2%
HUBG HUB GROUP INC CL A 0.0%
Value $31,174 Shares 686 Share Price $45.44 * Est. Cost/Share $41.52 Unrealized @ Report Date +6.7%
TECH BIO-TECHNE CORP COM 0.0%
Value $30,069 Shares 376 Share Price $79.97 Est. Cost/Share $65.18 Unrealized @ Report Date +21.8%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value $29,485 Shares 256 Share Price $115.18 Est. Cost/Share $100.03 Unrealized @ Report Date +15.0%
SXI STANDEX INTL CORP COM 0.0%
Value $29,401 Shares 161 Share Price $182.61 * Est. Cost/Share $143.94 Unrealized @ Report Date +20.8%
LOW LOWES COS INC COM 0.0%
Value $29,162 Shares 108 Share Price $270.02 * Est. Cost/Share $197.77 Unrealized @ Report Date +33.7%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value $27,490 Shares 112 Share Price $245.45 Est. Cost/Share $201.06 Unrealized @ Report Date +22.1%
COKE COCA COLA CONS INC COM 0.0%
Value $26,839 Shares 20 Share Price $1341.95 * Est. Cost/Share $70.13 Unrealized @ Report Date +85.5%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value $26,781 Shares 313 Share Price $85.56 Est. Cost/Share $77.51 Unrealized @ Report Date +9.5%
LIN LINDE PLC SHS 0.0%
Value $26,728 Shares 56 Share Price $477.29 Est. Cost/Share $323.39 Unrealized @ Report Date +45.1%
COF CAPITAL ONE FINL CORP COM 0.0%
Value $25,672 Shares 171 Share Price $150.13 Est. Cost/Share $131.88 Unrealized @ Report Date +11.7%
TM TOYOTA MOTOR CORP ADS 0.0%
Value $25,509 Shares 143 Share Price $178.38 Est. Cost/Share $144.97 Unrealized @ Report Date +23.2%
CTRA COTERRA ENERGY INC COM 0.0%
Value $24,968 Shares 1,043 Share Price $23.94 Est. Cost/Share $22.80 Unrealized @ Report Date +3.2%
AIR AAR CORP COM 0.0%
Value $24,837 Shares 380 Share Price $65.36 Est. Cost/Share $64.21 Unrealized @ Report Date +3.0%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $24,766 Shares 219 Share Price $113.09 Est. Cost/Share $104.69 Unrealized @ Report Date +7.9%
CI THE CIGNA GROUP COM 0.0%
Value $24,355 Shares 70 Share Price $347.93 * Est. Cost/Share $282.85 Unrealized @ Report Date +19.5%
XSD SPDR S&P SEMICONDUCTOR ETF 0.0%
Value $24,042 Shares 100 Share Price $240.42 Est. Cost/Share $240.42 Unrealized @ Report Date
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value $23,867 Shares 236 Share Price $101.13 Est. Cost/Share $96.69 Unrealized @ Report Date +4.7%
CSX CSX CORP COM 0.0%
Value $23,268 Shares 674 Share Price $34.52 Est. Cost/Share $30.43 Unrealized @ Report Date +11.3%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value $22,318 Shares 231 Share Price $96.61 Est. Cost/Share $93.78 Unrealized @ Report Date +3.0%
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value $22,203 Shares 568 Share Price $39.09 Est. Cost/Share $38.12 Unrealized @ Report Date +2.5%
CHDN CHURCHILL DOWNS INC COM 0.0%
Value $21,634 Shares 160 Share Price $135.21 Est. Cost/Share $117.64 Unrealized @ Report Date +14.2%
GEN GEN DIGITAL INC COM 0.0%
Value $21,560 Shares 786 Share Price $27.43 * Est. Cost/Share $20.66 Unrealized @ Report Date +29.9%
NEE NEXTERA ENERGY INC COM 0.0%
Value $21,169 Shares 250 Share Price $84.68 * Est. Cost/Share $70.00 Unrealized @ Report Date +16.3%
SHEL SHELL PLC SPON ADS 0.0%
Value $21,140 Shares 321 Share Price $65.86 Est. Cost/Share $60.15 Unrealized @ Report Date +9.6%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value $20,929 Shares 45 Share Price $465.09 Est. Cost/Share $336.94 Unrealized @ Report Date +38.0%
SPGI S&P GLOBAL INC COM 0.0%
Value $20,882 Shares 40 Share Price $522.05 Est. Cost/Share $357.76 Unrealized @ Report Date +43.1%
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value $20,874 Shares 251 Share Price $83.16 * Est. Cost/Share $21.92 Unrealized @ Report Date +26.4%
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value $20,115 Shares 100 Share Price $201.15 Est. Cost/Share $188.55 Unrealized @ Report Date +6.5%
NPO ENPRO INC COM 0.0%
Value $20,059 Shares 124 Share Price $161.77 Est. Cost/Share $129.36 Unrealized @ Report Date +25.4%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value $19,973 Shares 294 Share Price $67.94 * Est. Cost/Share $15.44 Unrealized @ Report Date +46.5%
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value $19,800 Shares 438 Share Price $45.21 Est. Cost/Share $37.81 Unrealized @ Report Date +19.5%
CBZ CBIZ INC COM 0.0%
Value $19,716 Shares 293 Share Price $67.29 * Est. Cost/Share $51.44 Unrealized @ Report Date +41.3%
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value $19,131 Shares 100 Share Price $191.31 Est. Cost/Share $188.76 Unrealized @ Report Date +1.4%
MS MORGAN STANLEY COM NEW 0.0%
Value $18,934 Shares 182 Share Price $104.03 * Est. Cost/Share $78.69 Unrealized @ Report Date +27.8%
APG API GROUP CORP COM STK 0.0%
Value $18,887 Shares 572 Share Price $33.02 * Est. Cost/Share $11.55 Unrealized @ Report Date +90.6%
SAIA SAIA INC COM 0.0%
Value $18,802 Shares 43 Share Price $437.26 Est. Cost/Share $289.37 Unrealized @ Report Date +51.1%
GBDC GOLUB CAP BDC INC COM 0.0%
Value $18,162 Shares 1,202 Share Price $15.11 * Est. Cost/Share $13.68 Unrealized @ Report Date -3.7%
FISV FISERV INC COM 0.0%
Value $17,965 Shares 100 Share Price $179.65 Est. Cost/Share $110.00 Unrealized @ Report Date +63.3%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value $17,909 Shares 66 Share Price $271.35 Est. Cost/Share $328.87 Unrealized @ Report Date -17.5%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value $16,962 Shares 4 Share Price $4240.50 Est. Cost/Share $1867.55 Unrealized @ Report Date +123.5%
IPAR INTER PARFUMS INC COM 0.0%
Value $16,806 Shares 130 Share Price $129.28 * Est. Cost/Share $130.60 Unrealized @ Report Date -4.2%
CNQ CANADIAN NAT RES LTD COM 0.0%
Value $16,610 Shares 500 Share Price $33.22 * Est. Cost/Share $30.60 Unrealized @ Report Date +4.4%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value $16,405 Shares 228 Share Price $71.95 * Est. Cost/Share $52.67 Unrealized @ Report Date +32.7%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value $16,283 Shares 153 Share Price $106.42 Est. Cost/Share $88.88 Unrealized @ Report Date +20.1%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value $16,247 Shares 31 Share Price $524.10 Est. Cost/Share $436.07 Unrealized @ Report Date +18.5%
SNAP SNAP INC CL A 0.0%
Value $16,050 Shares 1,500 Share Price $10.70 Est. Cost/Share $11.41 Unrealized @ Report Date -6.2%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value $15,966 Shares 36 Share Price $443.50 Est. Cost/Share $281.74 Unrealized @ Report Date +57.5%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value $15,900 Shares 71 Share Price $223.94 * Est. Cost/Share $170.67 Unrealized @ Report Date +28.2%
VTRS VIATRIS INC COM 0.0%
Value $15,810 Shares 1,362 Share Price $11.61 * Est. Cost/Share $10.92 Unrealized @ Report Date +0.3%
AZO AUTOZONE INC COM 0.0%
Value $15,750 Shares 5 Share Price $3150.00 Est. Cost/Share $2550.38 Unrealized @ Report Date +23.5%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value $15,648 Shares 167 Share Price $93.70 Est. Cost/Share $82.93 Unrealized @ Report Date +12.8%
IOT SAMSARA INC COM CL A 0.0%
Value $15,598 Shares 324 Share Price $48.14 Est. Cost/Share $34.49 Unrealized @ Report Date +39.5%
BDC BELDEN INC COM 0.0%
Value $15,505 Shares 132 Share Price $117.46 * Est. Cost/Share $85.20 Unrealized @ Report Date +17.4%
DSGX DESCARTES SYS GROUP INC COM 0.0%
Value $15,341 Shares 149 Share Price $102.96 Est. Cost/Share $77.93 Unrealized @ Report Date +32.1%
PLD PROLOGIS INC. COM 0.0%
Value $15,193 Shares 120 Share Price $126.61 * Est. Cost/Share $111.81 Unrealized @ Report Date +8.1%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value $15,136 Shares 108 Share Price $140.15 Est. Cost/Share $177.95 Unrealized @ Report Date -21.1%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value $14,801 Shares 178 Share Price $83.15 Est. Cost/Share $82.50 Unrealized @ Report Date +0.8%
NXT NEXTRACKER INC CLASS A COM 0.0%
Value $14,430 Shares 385 Share Price $37.48 Est. Cost/Share $41.68 Unrealized @ Report Date -10.1%
MCO MOODYS CORP COM 0.0%
Value $14,385 Shares 30 Share Price $479.50 Est. Cost/Share $310.36 Unrealized @ Report Date +51.5%
STE STERIS PLC SHS USD 0.0%
Value $14,019 Shares 58 Share Price $241.71 Est. Cost/Share $195.87 Unrealized @ Report Date +22.6%
RELX RELX PLC SPONSORED ADR 0.0%
Value $13,984 Shares 295 Share Price $47.40 Est. Cost/Share $32.30 Unrealized @ Report Date +46.9%
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value $13,799 Shares 240 Share Price $57.50 * Est. Cost/Share $56.78 Unrealized @ Report Date -3.0%
WBS WEBSTER FINL CORP COM 0.0%
Value $13,237 Shares 284 Share Price $46.61 Est. Cost/Share $49.74 Unrealized @ Report Date -6.3%
CNI CANADIAN NATL RY CO COM 0.0%
Value $13,184 Shares 113 Share Price $116.67 * Est. Cost/Share $112.39 Unrealized @ Report Date +1.7%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value $13,157 Shares 110 Share Price $119.61 Est. Cost/Share $118.18 Unrealized @ Report Date +1.2%
PH PARKER-HANNIFIN CORP COM 0.0%
Value $12,837 Shares 20 Share Price $641.85 * Est. Cost/Share $328.44 Unrealized @ Report Date +90.1%
SYK STRYKER CORPORATION COM 0.0%
Value $12,807 Shares 35 Share Price $365.91 * Est. Cost/Share $281.34 Unrealized @ Report Date +26.9%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value $12,759 Shares 197 Share Price $64.77 Est. Cost/Share $50.45 Unrealized @ Report Date +26.5%
DE DEERE & CO COM 0.0%
Value $12,749 Shares 31 Share Price $411.26 Est. Cost/Share $367.93 Unrealized @ Report Date +11.5%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value $12,424 Shares 200 Share Price $62.12 Est. Cost/Share $59.66 Unrealized @ Report Date +4.1%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value $12,413 Shares 20 Share Price $620.65 Est. Cost/Share $558.70 Unrealized @ Report Date +10.2%
TECK TECK RESOURCES LTD CL B 0.0%
Value $12,183 Shares 233 Share Price $52.29 Est. Cost/Share $40.15 Unrealized @ Report Date +30.1%
HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value $12,025 Shares 326 Share Price $36.89 Est. Cost/Share $33.89 Unrealized @ Report Date +9.0%
SHOP SHOPIFY INC CL A 0.0%
Value $12,021 Shares 150 Share Price $80.14 Est. Cost/Share $69.07 Unrealized @ Report Date +16.0%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value $11,886 Shares 88 Share Price $135.07 Est. Cost/Share $118.31 Unrealized @ Report Date +14.2%
ZTS ZOETIS INC CL A 0.0%
Value $11,854 Shares 61 Share Price $194.33 Est. Cost/Share $168.03 Unrealized @ Report Date +14.5%
INTC INTEL CORP COM 0.0%
Value $11,570 Shares 493 Share Price $23.47 Est. Cost/Share $32.97 Unrealized @ Report Date -28.8%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value $11,536 Shares 144 Share Price $80.11 * Est. Cost/Share $63.88 Unrealized @ Report Date +21.0%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value $11,516 Shares 10 Share Price $1151.60 * Est. Cost/Share $61.07 Unrealized @ Report Date +25.7%
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.0%
Value $11,181 Shares 1,031 Share Price $10.84 Est. Cost/Share $7.28 Unrealized @ Report Date +49.0%
AMPH AMPHASTAR PHARMACEUTICALS INC COM 0.0%
Value $11,113 Shares 229 Share Price $48.53 * Est. Cost/Share $44.33 Unrealized @ Report Date -1.0%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value $10,944 Shares 265 Share Price $41.30 Est. Cost/Share $32.50 Unrealized @ Report Date +27.0%
BMO BANK MONTREAL QUE COM 0.0%
Value $10,890 Shares 121 Share Price $90.00 * Est. Cost/Share $79.11 Unrealized @ Report Date +8.9%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $10,839 Shares 300 Share Price $36.13 Est. Cost/Share $37.35 Unrealized @ Report Date -3.3%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value $10,779 Shares 41 Share Price $262.90 * Est. Cost/Share $220.32 Unrealized @ Report Date +15.4%
BIDU BAIDU INC SPON ADR REP A 0.0%
Value $10,529 Shares 100 Share Price $105.29 Est. Cost/Share $105.29 Unrealized @ Report Date
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value $10,498 Shares 7 Share Price $1499.71 Est. Cost/Share $1406.01 Unrealized @ Report Date +6.7%
PROSHARES ULTRAPRO SHORT RUSSELL2000 0.0%
Value $10,495 Shares 525 Share Price $19.99 Est. Cost/Share $19.99 Unrealized @ Report Date
OC OWENS CORNING NEW COM 0.0%
Value $10,486 Shares 59 Share Price $177.73 Est. Cost/Share $152.55 Unrealized @ Report Date +15.7%
AA ALCOA CORP COM 0.0%
Value $9,997 Shares 259 Share Price $38.60 Est. Cost/Share $35.15 Unrealized @ Report Date +8.1%
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value $9,892 Shares 34 Share Price $290.94 Est. Cost/Share $224.15 Unrealized @ Report Date +29.6%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value $9,727 Shares 263 Share Price $36.98 * Est. Cost/Share $27.12 Unrealized @ Report Date +31.8%
RRC RANGE RES CORP COM 0.0%
Value $9,682 Shares 315 Share Price $30.74 Est. Cost/Share $27.22 Unrealized @ Report Date +13.0%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value $9,482 Shares 108 Share Price $87.80 * Est. Cost/Share $43.30 Unrealized @ Report Date +1.4%
MKL MARKEL GROUP INC COM 0.0%
Value $9,411 Shares 6 Share Price $1568.50 Est. Cost/Share $1466.28 Unrealized @ Report Date +7.0%
CME CME GROUP INC COM 0.0%
Value $9,364 Shares 42 Share Price $222.95 * Est. Cost/Share $163.59 Unrealized @ Report Date +28.5%
NIKOLA CORP COM NEW 0.0%
Value $9,256 Shares 2,021 Share Price $4.58 Est. Cost/Share $8.19 Unrealized @ Report Date
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value $9,255 Shares 127 Share Price $72.87 Est. Cost/Share $55.93 Unrealized @ Report Date +29.9%
GRAYSCALE BITCOIN MINI TRUST (BTC) 0.0%
Value $9,008 Shares 1,600 Share Price $5.63 Est. Cost/Share $5.63 Unrealized @ Report Date
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value $8,888 Shares 115 Share Price $77.29 * Est. Cost/Share $72.40 Unrealized @ Report Date -0.0%
INSP INSPIRE MED SYS INC COM 0.0%
Value $8,864 Shares 42 Share Price $211.05 Est. Cost/Share $285.71 Unrealized @ Report Date -26.1%
CB CHUBB LIMITED COM 0.0%
Value $8,131 Shares 28 Share Price $290.39 Est. Cost/Share $241.21 Unrealized @ Report Date +18.4%
VALE VALE S A SPONSORED ADS 0.0%
Value $8,084 Shares 692 Share Price $11.68 Est. Cost/Share $14.03 Unrealized @ Report Date -16.7%
BDX BECTON DICKINSON & CO COM 0.0%
Value $7,646 Shares 32 Share Price $238.94 Est. Cost/Share $241.53 Unrealized @ Report Date -2.8%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value $7,064 Shares 45 Share Price $156.98 * Est. Cost/Share $125.21 Unrealized @ Report Date +21.1%
OEF ISHARES S&P 100 ETF 0.0%
Value $6,940 Shares 25 Share Price $277.60 Est. Cost/Share $267.19 Unrealized @ Report Date +3.6%
AMP AMERIPRISE FINL INC COM 0.0%
Value $6,888 Shares 15 Share Price $459.20 Est. Cost/Share $294.65 Unrealized @ Report Date +57.0%
VTV VANGUARD VALUE ETF 0.0%
Value $6,855 Shares 39 Share Price $175.77 Est. Cost/Share $137.74 Unrealized @ Report Date +26.7%
CVE CENOVUS ENERGY INC COM 0.0%
Value $6,734 Shares 402 Share Price $16.75 * Est. Cost/Share $15.70 Unrealized @ Report Date +3.6%
XYZ BLOCK INC CL A 0.0%
Value $6,713 Shares 100 Share Price $67.13 Est. Cost/Share $61.70 Unrealized @ Report Date +8.8%
COP CONOCOPHILLIPS COM 0.0%
Value $6,417 Shares 61 Share Price $105.20 * Est. Cost/Share $109.10 Unrealized @ Report Date -7.4%
FDX FEDEX CORP COM 0.0%
Value $6,106 Shares 22 Share Price $277.55 * Est. Cost/Share $155.01 Unrealized @ Report Date +71.6%
ATOSSA THERAPEUTICS INC COM 0.0%
Value $5,890 Shares 3,875 Share Price $1.52 Est. Cost/Share $1.80 Unrealized @ Report Date
VHT VANGUARD HEALTH CARE ETF 0.0%
Value $5,820 Shares 21 Share Price $277.14 Est. Cost/Share $243.42 Unrealized @ Report Date +15.9%
F FORD MTR CO COM 0.0%
Value $5,785 Shares 548 Share Price $10.56 * Est. Cost/Share $10.12 Unrealized @ Report Date -4.2%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value $5,323 Shares 11 Share Price $483.91 Est. Cost/Share $298.92 Unrealized @ Report Date +61.5%
FEP FIRST TRUST EUROPE ALPHADEX FUND 0.0%
Value $5,281 Shares 136 Share Price $38.83 Est. Cost/Share $30.73 Unrealized @ Report Date +26.7%
SNPS SYNOPSYS INC COM 0.0%
Value $4,367 Shares 9 Share Price $485.22 * Est. Cost/Share $564.22 Unrealized @ Report Date -10.2%
TSLL DIREXION DAILY TSLA BULL 2X SHARES 0.0%
Value $4,146 Shares 300 Share Price $13.82 Est. Cost/Share $13.82 Unrealized @ Report Date
GRAYSCALE ETHEREUM MINI TRUST (ETH) 0.0%
Value $4,124 Shares 1,690 Share Price $2.44 Est. Cost/Share $2.44 Unrealized @ Report Date
HAS HASBRO INC COM 0.0%
Value $3,946 Shares 55 Share Price $71.75 * Est. Cost/Share $55.74 Unrealized @ Report Date +23.4%
SHV ISHARES SHORT TREASURY BOND ETF 0.0%
Value $3,761 Shares 34 Share Price $110.62 Est. Cost/Share $110.36 Unrealized @ Report Date +0.2%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value $3,646 Shares 31 Share Price $117.61 * Est. Cost/Share $20.46 Unrealized @ Report Date +15.0%
IAC IAC INC COM NEW 0.0%
Value $3,283 Shares 61 Share Price $53.82 * Est. Cost/Share $43.17 Unrealized @ Report Date +2.3%
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 0.0%
Value $3,239 Shares 100 Share Price $32.39 Est. Cost/Share $31.84 Unrealized @ Report Date
LITE LUMENTUM HLDGS INC COM 0.0%
Value $3,169 Shares 50 Share Price $63.38 Est. Cost/Share $54.12 Unrealized @ Report Date +17.1%
AGCO AGCO CORP COM 0.0%
Value $3,025 Shares 31 Share Price $97.58 Est. Cost/Share $111.08 Unrealized @ Report Date -13.3%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value $2,669 Shares 251 Share Price $10.63 Est. Cost/Share $16.99 Unrealized @ Report Date
DAR DARLING INGREDIENTS INC COM 0.0%
Value $2,415 Shares 65 Share Price $37.15 Est. Cost/Share $44.02 Unrealized @ Report Date -14.4%
YUM YUM BRANDS INC COM 0.0%
Value $2,276 Shares 16 Share Price $142.25 * Est. Cost/Share $119.99 Unrealized @ Report Date +13.7%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value $1,746 Shares 76 Share Price $22.97 Est. Cost/Share $10.06 Unrealized @ Report Date +128.4%
IAU ISHARES GOLD TRUST 0.0%
Value $1,640 Shares 33 Share Price $49.70 Est. Cost/Share $36.72 Unrealized @ Report Date +35.4%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value $1,584 Shares 62 Share Price $25.55 Est. Cost/Share $31.74 Unrealized @ Report Date -19.3%
TWLO TWILIO INC CL A 0.0%
Value $1,435 Shares 22 Share Price $65.23 Est. Cost/Share $58.93 Unrealized @ Report Date +10.7%
ABNB AIRBNB INC COM CL A 0.0%
Value $1,268 Shares 10 Share Price $126.80 Est. Cost/Share $110.83 Unrealized @ Report Date +14.4%
OGN ORGANON & CO COMMON STOCK 0.0%
Value $854 Shares 45 Share Price $18.98 * Est. Cost/Share $21.58 Unrealized @ Report Date -15.1%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value $630 Shares 14 Share Price $45.00 Est. Cost/Share $49.82 Unrealized @ Report Date -9.6%
SATS ECHOSTAR CORP CL A 0.0%
Value $514 Shares 21 Share Price $24.48 Est. Cost/Share $15.07 Unrealized @ Report Date +64.7%
AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A 0.0%
Value $250 Shares 30 Share Price $8.33 Est. Cost/Share $2.24 Unrealized @ Report Date +271.2%
TORTOISE MIDSTRM ENERGY FD INC COM 0.0%
Value $194 Shares 4 Share Price $48.50 Est. Cost/Share $48.50 Unrealized @ Report Date
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value $190 Shares 2 Share Price $95.00 * Est. Cost/Share $89.80 Unrealized @ Report Date +18.8%
TLPH TALPHERA INC COM NEW 0.0%
Value $117 Shares 137 Share Price $0.85 Est. Cost/Share $2.81 Unrealized @ Report Date -69.4%
CMCSA COMCAST CORP NEW CL A 0.0%
Value $47 Shares 1 Share Price $47.00 * Est. Cost/Share $37.12 Unrealized @ Report Date +7.6%
OMEX ODYSSEY MARINE EXPL INC COM NEW 0.0%
Value $7 Shares 9 Share Price $0.78 * Est. Cost/Share $3.13 Unrealized @ Report Date -73.5%
SIFY SIFY TECHNOLOGIES LTD SPONSORED ADR 0.0%
Value $5 Shares 13 Share Price $0.38 Est. Cost/Share $1.06 Unrealized @ Report Date -66.1%
MOBILE TELESYSTEMS PUB JT STK SPONSORED ADR 0.0%
Value $0 Shares 20 Share Price $0.00 Est. Cost/Share Unrealized @ Report Date