Silicon Valley Capital Partners Diversified Active

CIK: 0001673633 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 30, 2024

Total Value ($000): $768,219 (100.0% shares, 0.0% debt)

Holdings (307)

SPY SPDR S&P 500 ETF TRUST 13.6%
Value ($000) $104,308 Shares 181,798 Est. Cost $484.94 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 8.6%
Value ($000) $66,216 Shares 135,669 Est. Cost $390.07 Unrealized
AAPL APPLE INC COM 7.7%
Value ($000) $59,122 Shares 253,743 Est. Cost $138.77 Unrealized +59.9%
SPGP INVESCO S&P 500 GARP ETF 7.2%
Value ($000) $55,637 Shares 531,547 Est. Cost $96.67 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 7.2%
Value ($000) $55,303 Shares 94,290 Est. Cost $484.28 Unrealized
MSFT MICROSOFT CORP COM 5.2%
Value ($000) $39,868 Shares 92,652 Est. Cost $260.89 Unrealized +62.2%
NVDA NVIDIA CORPORATION COM 4.5%
Value ($000) $34,234 Shares 281,898 Est. Cost $94.91 Unrealized +24.4%
GOOGL ALPHABET INC CAP STK CL A 4.2%
Value ($000) $31,952 Shares 192,655 Est. Cost $117.89 Unrealized +41.4%
IVW ISHARES S&P 500 GROWTH ETF 3.5%
Value ($000) $26,931 Shares 281,260 Est. Cost $81.43 Unrealized
AMZN AMAZON COM INC COM 2.6%
Value ($000) $20,144 Shares 108,110 Est. Cost $135.33 Unrealized +34.8%
VUG VANGUARD GROWTH ETF 2.1%
Value ($000) $15,751 Shares 41,025 Est. Cost $199.23 Unrealized
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 2.0%
Value ($000) $15,633 Shares 138,422 Est. Cost $91.44 Unrealized
SBUX STARBUCKS CORP COM 1.7%
Value ($000) $12,923 Shares 132,557 Est. Cost $86.17 Unrealized -3.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.7%
Value ($000) $12,788 Shares 27,785 Est. Cost $326.46 Unrealized +35.4%
META META PLATFORMS INC CL A 1.6%
Value ($000) $12,426 Shares 21,707 Est. Cost $321.04 Unrealized +59.5%
COST COSTCO WHSL CORP NEW COM 1.4%
Value ($000) $11,101 Shares 12,522 Est. Cost $513.87 Unrealized +67.7%
AXP AMERICAN EXPRESS CO COM 1.4%
Value ($000) $10,982 Shares 40,494 Est. Cost $162.00 Unrealized +51.3%
AVGO BROADCOM INC COM 1.4%
Value ($000) $10,755 Shares 62,351 Est. Cost $157.04 Unrealized +0.6%
USB US BANCORP DEL COM NEW 1.3%
Value ($000) $10,015 Shares 219,005 Est. Cost $35.67 Unrealized +15.3%
MDT MEDTRONIC PLC SHS 1.3%
Value ($000) $9,724 Shares 108,010 Est. Cost $76.56 Unrealized +5.6%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 1.2%
Value ($000) $9,467 Shares 132,224 Est. Cost $64.77 Unrealized
BAC BANK AMERICA CORP COM 1.2%
Value ($000) $9,342 Shares 235,427 Est. Cost $30.98 Unrealized +25.1%
NOW SERVICENOW INC COM 1.2%
Value ($000) $9,328 Shares 10,430 Est. Cost $100.04 Unrealized +64.3%
HD HOME DEPOT INC COM 1.2%
Value ($000) $9,323 Shares 23,010 Est. Cost $291.82 Unrealized +20.8%
CRM SALESFORCE INC COM 1.2%
Value ($000) $9,109 Shares 33,278 Est. Cost $238.17 Unrealized +6.6%
APD AIR PRODS & CHEMS INC COM 1.2%
Value ($000) $9,097 Shares 30,555 Est. Cost $252.12 Unrealized +4.4%
BX BLACKSTONE INC COM 1.1%
Value ($000) $8,813 Shares 57,554 Est. Cost $91.94 Unrealized +45.4%
XOM EXXON MOBIL CORP COM 1.1%
Value ($000) $8,529 Shares 72,764 Est. Cost $98.23 Unrealized +12.0%
MRK MERCK & CO INC COM 1.1%
Value ($000) $8,214 Shares 72,335 Est. Cost $102.18 Unrealized +10.6%
ASML ASML HOLDING N V N Y REGISTRY SHS 1.0%
Value ($000) $8,016 Shares 9,620 Est. Cost $615.27 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.9%
Value ($000) $7,286 Shares 12,462 Est. Cost $482.05 Unrealized +13.7%
AMD ADVANCED MICRO DEVICES INC COM 0.6%
Value ($000) $4,986 Shares 30,386 Est. Cost $88.94 Unrealized +70.8%
MGV VANGUARD MEGA CAP VALUE ETF 0.6%
Value ($000) $4,971 Shares 38,754 Est. Cost $102.54 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.4%
Value ($000) $3,073 Shares 9,544 Est. Cost $190.20 Unrealized
ADBE ADOBE INC COM 0.4%
Value ($000) $2,970 Shares 5,736 Est. Cost $544.72 Unrealized +0.7%
UBER UBER TECHNOLOGIES INC COM 0.3%
Value ($000) $2,411 Shares 32,072 Est. Cost $51.47 Unrealized +36.8%
MRVL MARVELL TECHNOLOGY INC COM 0.3%
Value ($000) $2,378 Shares 32,978 Est. Cost $68.55 Unrealized +0.3%
JPM JPMORGAN CHASE & CO. COM 0.3%
Value ($000) $2,144 Shares 10,166 Est. Cost $156.74 Unrealized +30.8%
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $2,110 Shares 12,619 Est. Cost $119.45 Unrealized +40.8%
V VISA INC COM CL A 0.2%
Value ($000) $1,805 Shares 6,565 Est. Cost $224.37 Unrealized +19.3%
INTU INTUIT COM 0.2%
Value ($000) $1,616 Shares 2,603 Est. Cost $314.30 Unrealized +101.4%
SPHQ INVESCO S&P 500 QUALITY ETF 0.2%
Value ($000) $1,568 Shares 23,304 Est. Cost $47.14 Unrealized
ORCL ORACLE CORP COM 0.2%
Value ($000) $1,327 Shares 7,789 Est. Cost $89.58 Unrealized +59.7%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $1,133 Shares 3,020 Est. Cost $229.46 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $1,115 Shares 2,113 Est. Cost $322.84 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $1,062 Shares 1,842 Est. Cost $394.21 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $920 Shares 6,245 Est. Cost $139.63 Unrealized +0.2%
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $862 Shares 8,313 Est. Cost $107.88 Unrealized -3.6%
EQIX EQUINIX INC COM 0.1%
Value ($000) $859 Shares 968 Est. Cost $786.18 Unrealized +1.1%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $836 Shares 1,692 Est. Cost $378.01 Unrealized +22.1%
OXY OCCIDENTAL PETE CORP COM 0.1%
Value ($000) $723 Shares 14,034 Est. Cost $58.82 Unrealized -5.8%
ARISTA NETWORKS INC COM 0.1%
Value ($000) $689 Shares 1,795 Est. Cost $373.60 Unrealized
ADSK AUTODESK INC COM 0.1%
Value ($000) $658 Shares 2,389 Est. Cost $139.98 Unrealized +79.8%
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $580 Shares 3,581 Est. Cost $139.87 Unrealized +9.1%
GBTC GRAYSCALE BITCOIN TRUST 0.1%
Value ($000) $545 Shares 10,800 Est. Cost $61.41 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $537 Shares 3,443 Est. Cost $157.63 Unrealized -10.5%
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value ($000) $482 Shares 5,749 Est. Cost $38.89 Unrealized +102.7%
MNDY MONDAY COM LTD SHS 0.1%
Value ($000) $465 Shares 1,673 Est. Cost $236.88 Unrealized +4.5%
TSLA TESLA INC COM 0.1%
Value ($000) $438 Shares 1,675 Est. Cost $271.91 Unrealized -16.1%
PFE PFIZER INC COM 0.1%
Value ($000) $421 Shares 14,540 Est. Cost $26.92 Unrealized -0.9%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $341 Shares 5,478 Est. Cost $102.18 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $336 Shares 984 Est. Cost $109.98 Unrealized +53.0%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $334 Shares 2,202 Est. Cost $151.59 Unrealized
GBIL ACCESS TREASURY 0-1 YEAR ETF 0.0%
Value ($000) $313 Shares 3,119 Est. Cost $99.96 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $298 Shares 420 Est. Cost $52.29 Unrealized +27.9%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $279 Shares 807 Est. Cost $210.98 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $252 Shares 1,085 Est. Cost $234.53 Unrealized -10.1%
TRMB TRIMBLE INC COM 0.0%
Value ($000) $251 Shares 4,044 Est. Cost $37.50 Unrealized +49.0%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $222 Shares 792 Est. Cost $271.76 Unrealized +4.5%
LLY ELI LILLY & CO COM 0.0%
Value ($000) $212 Shares 239 Est. Cost $545.49 Unrealized +63.2%
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 0.0%
Value ($000) $210 Shares 3,370 Est. Cost $51.73 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $207 Shares 658 Est. Cost $210.48 Unrealized
DINT DAVIS SELECT INTERNATIONAL ETF 0.0%
Value ($000) $194 Shares 8,087 Est. Cost $19.29 Unrealized
AHR AMERICAN HEALTHCARE REIT INC COM SHS 0.0%
Value ($000) $191 Shares 7,326 Est. Cost $26.10 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $191 Shares 1,595 Est. Cost $112.42 Unrealized
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $189 Shares 796 Est. Cost $215.14 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $188 Shares 331 Est. Cost $442.80 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $183 Shares 1,540 Est. Cost $134.92 Unrealized
ZS ZSCALER INC COM 0.0%
Value ($000) $177 Shares 1,036 Est. Cost $177.98 Unrealized +2.6%
AMGN AMGEN INC COM 0.0%
Value ($000) $177 Shares 548 Est. Cost $238.05 Unrealized +31.6%
WMT WALMART INC COM 0.0%
Value ($000) $161 Shares 1,992 Est. Cost $58.59 Unrealized +23.7%
BA BOEING CO COM 0.0%
Value ($000) $149 Shares 978 Est. Cost $171.47 Unrealized 0.0%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $144 Shares 1,328 Est. Cost $115.54 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION COM 0.0%
Value ($000) $142 Shares 9,779 Est. Cost $13.13 Unrealized -3.4%
ABBV ABBVIE INC COM 0.0%
Value ($000) $141 Shares 715 Est. Cost $137.22 Unrealized +30.2%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $137 Shares 2,889 Est. Cost $31.25 Unrealized
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $135 Shares 94 Est. Cost $680.10 Unrealized +69.4%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $127 Shares 552 Est. Cost $384.24 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $126 Shares 1,108 Est. Cost $98.63 Unrealized +8.5%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $116 Shares 2,186 Est. Cost $50.37 Unrealized -7.1%
NKE NIKE INC CL B 0.0%
Value ($000) $114 Shares 1,291 Est. Cost $96.93 Unrealized -21.6%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $110 Shares 362 Est. Cost $252.52 Unrealized +5.6%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $110 Shares 188 Est. Cost $426.55 Unrealized +21.1%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $107 Shares 302 Est. Cost $274.84 Unrealized +17.4%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $102 Shares 507 Est. Cost $145.81 Unrealized +38.8%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $98 Shares 2,222 Est. Cost $35.60 Unrealized +17.2%
FROG JFROG LTD ORD SHS 0.0%
Value ($000) $95 Shares 3,279 Est. Cost $21.03 Unrealized +49.4%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $89 Shares 115 Est. Cost $686.62 Unrealized +12.9%
PEP PEPSICO INC COM 0.0%
Value ($000) $88 Shares 517 Est. Cost $160.81 Unrealized +1.3%
CSL CARLISLE COS INC COM 0.0%
Value ($000) $86 Shares 191 Est. Cost $268.62 Unrealized +51.3%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $85 Shares 503 Est. Cost $171.16 Unrealized 0.0%
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $85 Shares 105 Est. Cost $94.31 Unrealized -9.2%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $81 Shares 2,590 Est. Cost $28.85 Unrealized
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $77 Shares 774 Est. Cost $62.67 Unrealized +32.0%
SLGN SILGAN HLDGS INC COM 0.0%
Value ($000) $74 Shares 1,417 Est. Cost $42.14 Unrealized +15.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $74 Shares 427 Est. Cost $100.85 Unrealized
FLEX FLEX LTD ORD 0.0%
Value ($000) $74 Shares 2,216 Est. Cost $30.75 Unrealized 0.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $73 Shares 257 Est. Cost $191.18 Unrealized
MOD MODINE MFG CO COM 0.0%
Value ($000) $71 Shares 532 Est. Cost $48.90 Unrealized +126.0%
OKTA OKTA INC CL A 0.0%
Value ($000) $70 Shares 947 Est. Cost $57.10 Unrealized +53.0%
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $70 Shares 406 Est. Cost $133.94 Unrealized +22.6%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $68 Shares 301 Est. Cost $225.41 Unrealized
SPXC SPX TECHNOLOGIES INC COM 0.0%
Value ($000) $68 Shares 425 Est. Cost $101.01 Unrealized
KKR KKR & CO INC COM 0.0%
Value ($000) $66 Shares 508 Est. Cost $51.41 Unrealized +128.4%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $65 Shares 284 Est. Cost $178.40 Unrealized +23.4%
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value ($000) $65 Shares 900 Est. Cost $61.57 Unrealized
EME EMCOR GROUP INC COM 0.0%
Value ($000) $65 Shares 150 Est. Cost $208.84 Unrealized +80.3%
FAS DIREXION DAILY FINANCIAL BULL 3X SHARES 0.0%
Value ($000) $64 Shares 492 Est. Cost $129.79 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $63 Shares 1,548 Est. Cost $31.60 Unrealized +12.4%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $62 Shares 1,100 Est. Cost $44.38 Unrealized +23.6%
HUM HUMANA INC COM 0.0%
Value ($000) $60 Shares 188 Est. Cost $428.21 Unrealized -18.5%
BCPC BALCHEM CORP COM 0.0%
Value ($000) $58 Shares 332 Est. Cost $125.74 Unrealized +33.9%
URI UNITED RENTALS INC COM 0.0%
Value ($000) $57 Shares 71 Est. Cost $364.83 Unrealized +94.8%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $56 Shares 232 Est. Cost $205.72 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $56 Shares 143 Est. Cost $223.03 Unrealized +51.9%
AON AON PLC SHS CL A 0.0%
Value ($000) $56 Shares 162 Est. Cost $318.69 Unrealized +1.8%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $54 Shares 165 Est. Cost $221.21 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $54 Shares 208 Est. Cost $221.24 Unrealized +8.6%
ITT ITT INC COM 0.0%
Value ($000) $53 Shares 352 Est. Cost $105.13 Unrealized +29.5%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $51 Shares 245 Est. Cost $158.59 Unrealized +21.7%
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $50 Shares 435 Est. Cost $78.12 Unrealized +49.6%
BMI BADGER METER INC COM 0.0%
Value ($000) $50 Shares 228 Est. Cost $143.50 Unrealized +38.3%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $48 Shares 245 Est. Cost $156.29 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $48 Shares 900 Est. Cost $44.90 Unrealized
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $47 Shares 91 Est. Cost $443.44 Unrealized +17.4%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $46 Shares 298 Est. Cost $81.01 Unrealized +72.5%
RTX RTX CORPORATION COM 0.0%
Value ($000) $46 Shares 383 Est. Cost $80.92 Unrealized +37.3%
PSTG PURE STORAGE INC CL A 0.0%
Value ($000) $45 Shares 897 Est. Cost $32.93 Unrealized +71.7%
PECO PHILLIPS EDISON & CO INC COMMON STOCK 0.0%
Value ($000) $45 Shares 1,183 Est. Cost $31.84 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $44 Shares 243 Est. Cost $169.36 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $43 Shares 552 Est. Cost $71.06 Unrealized
PODD INSULET CORP COM 0.0%
Value ($000) $42 Shares 180 Est. Cost $171.53 Unrealized +19.7%
AGYS AGILYSYS INC COM 0.0%
Value ($000) $41 Shares 379 Est. Cost $81.18 Unrealized +31.8%
CSM PROSHARES LARGE CAP CORE PLUS 0.0%
Value ($000) $41 Shares 628 Est. Cost $44.92 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $41 Shares 363 Est. Cost $62.49 Unrealized +58.0%
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value ($000) $40 Shares 267 Est. Cost $143.29 Unrealized +2.5%
CWST CASELLA WASTE SYS INC CL A 0.0%
Value ($000) $40 Shares 400 Est. Cost $80.37 Unrealized +28.8%
GMED GLOBUS MED INC CL A 0.0%
Value ($000) $39 Shares 550 Est. Cost $48.74 Unrealized +44.8%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $39 Shares 311 Est. Cost $64.08 Unrealized +76.8%
CRS CARPENTER TECHNOLOGY CORP COM 0.0%
Value ($000) $39 Shares 242 Est. Cost $47.93 Unrealized +180.7%
ETHE GRAYSCALE ETHEREUM TRUST (ETH) 0.0%
Value ($000) $37 Shares 1,690 Est. Cost $31.40 Unrealized
WLK WESTLAKE CORPORATION COM 0.0%
Value ($000) $37 Shares 244 Est. Cost $108.79 Unrealized +28.0%
RACE FERRARI N V COM 0.0%
Value ($000) $35 Shares 74 Est. Cost $291.36 Unrealized +53.9%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $34 Shares 719 Est. Cost $39.70 Unrealized
KIE SPDR S&P INSURANCE ETF 0.0%
Value ($000) $34 Shares 602 Est. Cost $56.73 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $34 Shares 121 Est. Cost $223.70 Unrealized +17.3%
UFPI UFP INDUSTRIES INC COM 0.0%
Value ($000) $33 Shares 252 Est. Cost $107.97 Unrealized +11.8%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $33 Shares 158 Est. Cost $177.76 Unrealized +5.9%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $32 Shares 227 Est. Cost $125.06 Unrealized
UNP UNION PAC CORP COM 0.0%
Value ($000) $32 Shares 129 Est. Cost $187.60 Unrealized +25.1%
SAP SAP SE SPON ADR 0.0%
Value ($000) $31 Shares 136 Est. Cost $136.81 Unrealized
HUBG HUB GROUP INC CL A 0.0%
Value ($000) $31 Shares 686 Est. Cost $41.52 Unrealized +6.7%
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $30 Shares 376 Est. Cost $65.18 Unrealized +14.5%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $29 Shares 256 Est. Cost $101.05 Unrealized
SXI STANDEX INTL CORP COM 0.0%
Value ($000) $29 Shares 161 Est. Cost $143.94 Unrealized +20.8%
LOW LOWES COS INC COM 0.0%
Value ($000) $29 Shares 108 Est. Cost $197.77 Unrealized +19.4%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $27 Shares 112 Est. Cost $224.99 Unrealized
COKE COCA COLA CONS INC COM 0.0%
Value ($000) $27 Shares 20 Est. Cost $70.13 Unrealized +72.7%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $27 Shares 313 Est. Cost $77.51 Unrealized +5.1%
LIN LINDE PLC SHS 0.0%
Value ($000) $27 Shares 56 Est. Cost $323.39 Unrealized +38.5%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $26 Shares 171 Est. Cost $131.88 Unrealized +6.1%
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $26 Shares 143 Est. Cost $161.37 Unrealized
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $25 Shares 1,043 Est. Cost $22.80 Unrealized +3.2%
AIR AAR CORP COM 0.0%
Value ($000) $25 Shares 380 Est. Cost $64.21 Unrealized +3.0%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $25 Shares 219 Est. Cost $105.64 Unrealized
CI THE CIGNA GROUP COM 0.0%
Value ($000) $24 Shares 70 Est. Cost $282.85 Unrealized +18.4%
XSD SPDR S&P SEMICONDUCTOR ETF 0.0%
Value ($000) $24 Shares 100 Est. Cost $240.42 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $24 Shares 236 Est. Cost $96.93 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $23 Shares 674 Est. Cost $30.43 Unrealized +9.1%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $22 Shares 231 Est. Cost $90.04 Unrealized
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $22 Shares 568 Est. Cost $38.12 Unrealized +3.8%
CHDN CHURCHILL DOWNS INC COM 0.0%
Value ($000) $22 Shares 160 Est. Cost $117.64 Unrealized +16.8%
GEN GEN DIGITAL INC COM 0.0%
Value ($000) $22 Shares 786 Est. Cost $20.66 Unrealized +21.2%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $21 Shares 250 Est. Cost $70.00 Unrealized +6.9%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $21 Shares 321 Est. Cost $60.45 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $21 Shares 45 Est. Cost $336.94 Unrealized +42.6%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $21 Shares 40 Est. Cost $357.76 Unrealized +36.9%
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $21 Shares 251 Est. Cost $65.49 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $20 Shares 100 Est. Cost $194.99 Unrealized
NPO ENPRO INC COM 0.0%
Value ($000) $20 Shares 124 Est. Cost $129.36 Unrealized +20.3%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $20 Shares 294 Est. Cost $46.81 Unrealized
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value ($000) $20 Shares 438 Est. Cost $39.95 Unrealized
CBZ CBIZ INC COM 0.0%
Value ($000) $20 Shares 293 Est. Cost $51.44 Unrealized +41.3%
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $19 Shares 100 Est. Cost $191.31 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $19 Shares 182 Est. Cost $78.69 Unrealized +23.1%
APG API GROUP CORP COM STK 0.0%
Value ($000) $19 Shares 572 Est. Cost $11.55 Unrealized +103.2%
SAIA SAIA INC COM 0.0%
Value ($000) $19 Shares 43 Est. Cost $289.37 Unrealized +46.4%
GBDC GOLUB CAP BDC INC COM 0.0%
Value ($000) $18 Shares 1,202 Est. Cost $13.68 Unrealized -5.8%
FISV FISERV INC COM 0.0%
Value ($000) $18 Shares 100 Est. Cost $110.00 Unrealized +49.9%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $18 Shares 66 Est. Cost $328.87 Unrealized -19.3%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $17 Shares 4 Est. Cost $1867.55 Unrealized +103.2%
IPAR INTER PARFUMS INC COM 0.0%
Value ($000) $17 Shares 130 Est. Cost $130.60 Unrealized -4.2%
CNQ CANADIAN NAT RES LTD COM 0.0%
Value ($000) $17 Shares 500 Est. Cost $30.60 Unrealized +8.4%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $16 Shares 228 Est. Cost $52.67 Unrealized +21.2%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $16 Shares 153 Est. Cost $89.88 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $16 Shares 31 Est. Cost $436.07 Unrealized +9.6%
SNAP SNAP INC CL A 0.0%
Value ($000) $16 Shares 1,500 Est. Cost $11.41 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $16 Shares 36 Est. Cost $281.74 Unrealized +45.8%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $16 Shares 71 Est. Cost $170.67 Unrealized +27.1%
VTRS VIATRIS INC COM 0.0%
Value ($000) $16 Shares 1,362 Est. Cost $10.92 Unrealized -1.0%
AZO AUTOZONE INC COM 0.0%
Value ($000) $16 Shares 5 Est. Cost $2550.38 Unrealized +20.4%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $16 Shares 167 Est. Cost $84.79 Unrealized
IOT SAMSARA INC COM CL A 0.0%
Value ($000) $16 Shares 324 Est. Cost $34.49 Unrealized +17.5%
BDC BELDEN INC COM 0.0%
Value ($000) $16 Shares 132 Est. Cost $85.20 Unrealized +17.4%
DSGX DESCARTES SYS GROUP INC COM 0.0%
Value ($000) $15 Shares 149 Est. Cost $77.93 Unrealized +27.5%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $15 Shares 120 Est. Cost $111.81 Unrealized +5.6%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $15 Shares 108 Est. Cost $172.95 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $15 Shares 178 Est. Cost $83.15 Unrealized
NXT NEXTRACKER INC CLASS A COM 0.0%
Value ($000) $14 Shares 385 Est. Cost $41.68 Unrealized 0.0%
MCO MOODYS CORP COM 0.0%
Value ($000) $14 Shares 30 Est. Cost $310.36 Unrealized +47.8%
STE STERIS PLC SHS USD 0.0%
Value ($000) $14 Shares 58 Est. Cost $195.87 Unrealized +18.0%
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $14 Shares 295 Est. Cost $33.56 Unrealized
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value ($000) $14 Shares 240 Est. Cost $56.78 Unrealized -10.3%
WBS WEBSTER FINL CORP COM 0.0%
Value ($000) $13 Shares 284 Est. Cost $49.74 Unrealized -7.7%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $13 Shares 113 Est. Cost $112.39 Unrealized +0.8%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $13 Shares 110 Est. Cost $119.61 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $13 Shares 20 Est. Cost $328.44 Unrealized +70.6%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $13 Shares 35 Est. Cost $281.34 Unrealized +21.0%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $13 Shares 197 Est. Cost $50.45 Unrealized +28.0%
DE DEERE & CO COM 0.0%
Value ($000) $13 Shares 31 Est. Cost $367.93 Unrealized +0.4%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $12 Shares 200 Est. Cost $59.84 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $12 Shares 20 Est. Cost $558.70 Unrealized +5.4%
TECK TECK RESOURCES LTD CL B 0.0%
Value ($000) $12 Shares 233 Est. Cost $40.15 Unrealized +18.6%
HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $12 Shares 326 Est. Cost $33.88 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $12 Shares 150 Est. Cost $69.07 Unrealized 0.0%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $12 Shares 88 Est. Cost $120.60 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $12 Shares 61 Est. Cost $168.03 Unrealized +7.9%
INTC INTEL CORP COM 0.0%
Value ($000) $12 Shares 493 Est. Cost $32.97 Unrealized -24.5%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $12 Shares 144 Est. Cost $63.88 Unrealized +24.0%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $12 Shares 10 Est. Cost $61.07 Unrealized +20.3%
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.0%
Value ($000) $11 Shares 1,031 Est. Cost $7.77 Unrealized
AMPH AMPHASTAR PHARMACEUTICALS INC COM 0.0%
Value ($000) $11 Shares 229 Est. Cost $44.33 Unrealized -1.0%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $11 Shares 265 Est. Cost $33.01 Unrealized
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $11 Shares 121 Est. Cost $79.11 Unrealized +2.6%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $11 Shares 300 Est. Cost $34.14 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $11 Shares 41 Est. Cost $220.32 Unrealized +7.7%
BIDU BAIDU INC SPON ADR REP A 0.0%
Value ($000) $11 Shares 100 Est. Cost $105.29 Unrealized
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $10 Shares 7 Est. Cost $1406.01 Unrealized -0.2%
PROSHARES ULTRAPRO SHORT RUSSELL2000 0.0%
Value ($000) $10 Shares 525 Est. Cost $19.99 Unrealized
OC OWENS CORNING NEW COM 0.0%
Value ($000) $10 Shares 59 Est. Cost $152.55 Unrealized +10.4%
AA ALCOA CORP COM 0.0%
Value ($000) $10 Shares 259 Est. Cost $35.15 Unrealized -4.7%
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value ($000) $10 Shares 34 Est. Cost $224.15 Unrealized +22.7%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $10 Shares 263 Est. Cost $27.12 Unrealized +36.8%
RRC RANGE RES CORP COM 0.0%
Value ($000) $10 Shares 315 Est. Cost $27.22 Unrealized +13.7%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $9 Shares 108 Est. Cost $86.22 Unrealized
MKL MARKEL GROUP INC COM 0.0%
Value ($000) $9 Shares 6 Est. Cost $1466.28 Unrealized +6.7%
CME CME GROUP INC COM 0.0%
Value ($000) $9 Shares 42 Est. Cost $163.59 Unrealized +20.1%
NIKOLA CORP COM NEW 0.0%
Value ($000) $9 Shares 2,021 Est. Cost $8.19 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $9 Shares 127 Est. Cost $57.85 Unrealized
GRAYSCALE BITCOIN MINI TRUST (BTC) 0.0%
Value ($000) $9 Shares 1,600 Est. Cost $5.63 Unrealized
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $9 Shares 115 Est. Cost $72.40 Unrealized -20.1%
INSP INSPIRE MED SYS INC COM 0.0%
Value ($000) $9 Shares 42 Est. Cost $285.71 Unrealized -39.2%
CB CHUBB LIMITED COM 0.0%
Value ($000) $8 Shares 28 Est. Cost $241.21 Unrealized +12.3%
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $8 Shares 692 Est. Cost $13.39 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $8 Shares 32 Est. Cost $241.53 Unrealized -5.8%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $7 Shares 45 Est. Cost $125.21 Unrealized +16.4%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $7 Shares 25 Est. Cost $277.60 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $7 Shares 15 Est. Cost $294.65 Unrealized +44.8%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $7 Shares 39 Est. Cost $140.85 Unrealized
CVE CENOVUS ENERGY INC COM 0.0%
Value ($000) $7 Shares 402 Est. Cost $15.70 Unrealized +14.0%
XYZ BLOCK INC CL A 0.0%
Value ($000) $7 Shares 100 Est. Cost $61.70 Unrealized +4.7%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $6 Shares 61 Est. Cost $109.10 Unrealized -3.7%
FDX FEDEX CORP COM 0.0%
Value ($000) $6 Shares 22 Est. Cost $155.01 Unrealized +81.4%
ATOSSA THERAPEUTICS INC COM 0.0%
Value ($000) $6 Shares 3,875 Est. Cost $1.80 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $6 Shares 21 Est. Cost $251.18 Unrealized
F FORD MTR CO COM 0.0%
Value ($000) $6 Shares 548 Est. Cost $10.12 Unrealized +3.1%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $5 Shares 11 Est. Cost $298.92 Unrealized +58.9%
FEP FIRST TRUST EUROPE ALPHADEX FUND 0.0%
Value ($000) $5 Shares 136 Est. Cost $32.46 Unrealized
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $4 Shares 9 Est. Cost $564.22 Unrealized -4.9%
TSLL DIREXION DAILY TSLA BULL 2X SHARES 0.0%
Value ($000) $4 Shares 300 Est. Cost $13.82 Unrealized
GRAYSCALE ETHEREUM MINI TRUST (ETH) 0.0%
Value ($000) $4 Shares 1,690 Est. Cost $2.44 Unrealized
HAS HASBRO INC COM 0.0%
Value ($000) $4 Shares 55 Est. Cost $55.74 Unrealized +10.1%
SHV ISHARES SHORT TREASURY BOND ETF 0.0%
Value ($000) $4 Shares 34 Est. Cost $110.62 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $4 Shares 31 Est. Cost $104.14 Unrealized
IAC IAC INC COM NEW 0.0%
Value ($000) $3 Shares 61 Est. Cost $43.17 Unrealized -3.5%
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $31.84 Unrealized
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $54.12 Unrealized 0.0%
AGCO AGCO CORP COM 0.0%
Value ($000) $3 Shares 31 Est. Cost $111.08 Unrealized -17.6%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $3 Shares 251 Est. Cost $16.99 Unrealized
DAR DARLING INGREDIENTS INC COM 0.0%
Value ($000) $2 Shares 65 Est. Cost $44.02 Unrealized -14.4%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $119.99 Unrealized +7.8%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $2 Shares 76 Est. Cost $10.06 Unrealized +142.4%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $2 Shares 33 Est. Cost $36.58 Unrealized
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $2 Shares 62 Est. Cost $28.18 Unrealized
TWLO TWILIO INC CL A 0.0%
Value ($000) $1 Shares 22 Est. Cost $58.93 Unrealized +1.5%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $110.83 Unrealized +17.0%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $1 Shares 45 Est. Cost $21.58 Unrealized -8.7%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $49.82 Unrealized -33.2%
SATS ECHOSTAR CORP CL A 0.0%
Value ($000) $1 Shares 21 Est. Cost $15.07 Unrealized +35.6%
AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A 0.0%
Value ($000) $0 Shares 30 Est. Cost $2.24 Unrealized +248.9%
TORTOISE MIDSTRM ENERGY FD INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $48.50 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $89.80 Unrealized +10.2%
TLPH TALPHERA INC COM NEW 0.0%
Value ($000) $0 Shares 137 Est. Cost $2.81 Unrealized -67.3%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $37.12 Unrealized +1.7%
OMEX ODYSSEY MARINE EXPL INC COM NEW 0.0%
Value ($000) $0 Shares 9 Est. Cost $3.13 Unrealized +20.1%
SIFY SIFY TECHNOLOGIES LTD SPONSORED ADR 0.0%
Value ($000) $0 Shares 13 Est. Cost $0.46 Unrealized
MOBILE TELESYSTEMS PUB JT STK SPONSORED ADR 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized