St. Johns Investment Management Company, LLC Diversified Active

CIK: 0001605522 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 21, 2025

Total Value ($000): $214,876 (100.0% shares, 0.0% debt)

Holdings (212)

SCHX SCHWAB STRATEGIC TR 11.3%
Value ($000) $24,382 Shares 1,051,836 Est. Cost $33.31 Unrealized
AAPL APPLE INC 5.8%
Value ($000) $12,448 Shares 49,707 Est. Cost $88.70 Unrealized +164.4%
SCHM SCHWAB STRATEGIC TR 5.2%
Value ($000) $11,225 Shares 405,097 Est. Cost $34.55 Unrealized
SCHA SCHWAB STRATEGIC TR 5.2%
Value ($000) $11,092 Shares 428,941 Est. Cost $39.27 Unrealized
SPY SPDR S&P 500 ETF TR 5.1%
Value ($000) $11,045 Shares 18,845 Est. Cost $257.54 Unrealized
MSFT MICROSOFT CORP 3.1%
Value ($000) $6,710 Shares 15,919 Est. Cost $207.66 Unrealized +103.4%
GLD SPDR GOLD TR 2.7%
Value ($000) $5,866 Shares 24,225 Est. Cost $173.59 Unrealized
SCHD SCHWAB STRATEGIC TR 2.7%
Value ($000) $5,814 Shares 212,795 Est. Cost $41.18 Unrealized
XLK SELECT SECTOR SPDR TR 2.4%
Value ($000) $5,051 Shares 21,723 Est. Cost $67.62 Unrealized
AMZN AMAZON COM INC 2.3%
Value ($000) $5,045 Shares 22,996 Est. Cost $123.64 Unrealized +65.5%
IWR ISHARES TR 2.1%
Value ($000) $4,505 Shares 50,965 Est. Cost $69.67 Unrealized
IWM ISHARES TR 2.0%
Value ($000) $4,377 Shares 19,810 Est. Cost $137.46 Unrealized
BAC BANK AMERICA CORP 2.0%
Value ($000) $4,285 Shares 97,497 Est. Cost $16.27 Unrealized +163.2%
IVV ISHARES TR 1.9%
Value ($000) $4,036 Shares 6,856 Est. Cost $216.79 Unrealized
GOOGL ALPHABET INC 1.8%
Value ($000) $3,960 Shares 20,921 Est. Cost $106.36 Unrealized +63.7%
NVDA NVIDIA CORPORATION 1.8%
Value ($000) $3,763 Shares 28,022 Est. Cost $93.44 Unrealized +47.5%
META META PLATFORMS INC 1.6%
Value ($000) $3,484 Shares 5,951 Est. Cost $196.88 Unrealized +197.0%
WMT WALMART INC 1.6%
Value ($000) $3,427 Shares 37,931 Est. Cost $47.87 Unrealized +79.2%
AXP AMERICAN EXPRESS CO 1.4%
Value ($000) $3,094 Shares 10,424 Est. Cost $70.81 Unrealized +300.5%
XLF SELECT SECTOR SPDR TR 1.3%
Value ($000) $2,826 Shares 58,471 Est. Cost $27.90 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 1.3%
Value ($000) $2,774 Shares 4,870 Est. Cost $250.53 Unrealized
JPM JPMORGAN CHASE & CO. 1.3%
Value ($000) $2,694 Shares 11,239 Est. Cost $62.90 Unrealized +262.6%
KO COCA COLA CO 1.1%
Value ($000) $2,446 Shares 39,279 Est. Cost $29.93 Unrealized +110.8%
XLC SELECT SECTOR SPDR TR 1.1%
Value ($000) $2,297 Shares 23,731 Est. Cost $54.65 Unrealized
XOM EXXON MOBIL CORP 1.0%
Value ($000) $2,154 Shares 20,025 Est. Cost $64.73 Unrealized +73.6%
CRM SALESFORCE INC 1.0%
Value ($000) $2,108 Shares 6,304 Est. Cost $174.15 Unrealized +81.9%
ORCL ORACLE CORP 1.0%
Value ($000) $2,075 Shares 12,449 Est. Cost $39.49 Unrealized +345.3%
MCD MCDONALDS CORP 0.9%
Value ($000) $1,970 Shares 6,795 Est. Cost $100.85 Unrealized +187.8%
HD HOME DEPOT INC 0.9%
Value ($000) $1,873 Shares 4,814 Est. Cost $199.33 Unrealized +99.3%
SYK STRYKER CORPORATION 0.9%
Value ($000) $1,849 Shares 5,136 Est. Cost $88.74 Unrealized +312.8%
QCOM QUALCOMM INC 0.8%
Value ($000) $1,817 Shares 11,827 Est. Cost $76.63 Unrealized +108.2%
CMI CUMMINS INC 0.8%
Value ($000) $1,765 Shares 5,062 Est. Cost $125.57 Unrealized +173.5%
MRK MERCK & CO INC 0.8%
Value ($000) $1,733 Shares 17,417 Est. Cost $51.06 Unrealized +93.3%
XLV SELECT SECTOR SPDR TR 0.8%
Value ($000) $1,723 Shares 12,526 Est. Cost $72.33 Unrealized
V VISA INC 0.8%
Value ($000) $1,708 Shares 5,403 Est. Cost $218.36 Unrealized +36.6%
XLI SELECT SECTOR SPDR TR 0.8%
Value ($000) $1,695 Shares 12,868 Est. Cost $70.84 Unrealized
COST COSTCO WHSL CORP NEW 0.8%
Value ($000) $1,677 Shares 1,830 Est. Cost $542.91 Unrealized +69.9%
TFC TRUIST FINL CORP 0.7%
Value ($000) $1,588 Shares 36,614 Est. Cost $39.57 Unrealized +7.0%
AMGN AMGEN INC 0.7%
Value ($000) $1,490 Shares 5,716 Est. Cost $134.81 Unrealized +112.2%
LOW LOWES COS INC 0.6%
Value ($000) $1,313 Shares 5,321 Est. Cost $52.34 Unrealized +399.7%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $1,309 Shares 9,054 Est. Cost $75.55 Unrealized +98.0%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $1,285 Shares 2,541 Est. Cost $303.72 Unrealized +82.0%
ACN ACCENTURE PLC IRELAND 0.6%
Value ($000) $1,279 Shares 3,635 Est. Cost $79.46 Unrealized +346.4%
XLY SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,264 Shares 5,632 Est. Cost $91.90 Unrealized
ABT ABBOTT LABS 0.6%
Value ($000) $1,218 Shares 10,771 Est. Cost $37.10 Unrealized +205.5%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $1,210 Shares 7,217 Est. Cost $60.63 Unrealized +173.4%
PEP PEPSICO INC 0.5%
Value ($000) $1,180 Shares 7,760 Est. Cost $63.83 Unrealized +145.3%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,169 Shares 8,068 Est. Cost $91.26 Unrealized +59.4%
CSCO CISCO SYS INC 0.5%
Value ($000) $1,076 Shares 18,173 Est. Cost $22.10 Unrealized +150.5%
DE DEERE & CO 0.5%
Value ($000) $1,052 Shares 2,482 Est. Cost $96.01 Unrealized +331.2%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $1,029 Shares 2,118 Est. Cost $445.90 Unrealized +18.2%
MET METLIFE INC 0.5%
Value ($000) $1,022 Shares 12,482 Est. Cost $42.21 Unrealized +91.0%
NOC NORTHROP GRUMMAN CORP 0.5%
Value ($000) $989 Shares 2,108 Est. Cost $141.93 Unrealized +247.3%
FDX FEDEX CORP 0.4%
Value ($000) $959 Shares 3,408 Est. Cost $182.68 Unrealized +48.7%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $912 Shares 3,461 Est. Cost $210.35 Unrealized +34.0%
FITB FIFTH THIRD BANCORP 0.4%
Value ($000) $896 Shares 21,197 Est. Cost $23.76 Unrealized +80.6%
GLW CORNING INC 0.4%
Value ($000) $870 Shares 18,314 Est. Cost $21.41 Unrealized +116.5%
KR KROGER CO 0.4%
Value ($000) $869 Shares 14,211 Est. Cost $25.72 Unrealized +122.9%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $861 Shares 12,014 Est. Cost $64.08 Unrealized +17.1%
DD DUPONT DE NEMOURS INC 0.4%
Value ($000) $804 Shares 10,541 Est. Cost $28.38 Unrealized +19.2%
AMD ADVANCED MICRO DEVICES INC 0.4%
Value ($000) $799 Shares 6,614 Est. Cost $145.97 Unrealized -1.4%
XLE SELECT SECTOR SPDR TR 0.4%
Value ($000) $793 Shares 9,253 Est. Cost $68.54 Unrealized
DIS DISNEY WALT CO 0.4%
Value ($000) $781 Shares 7,010 Est. Cost $80.10 Unrealized +29.3%
PRU PRUDENTIAL FINL INC 0.4%
Value ($000) $780 Shares 6,579 Est. Cost $64.40 Unrealized +81.2%
ALL ALLSTATE CORP 0.4%
Value ($000) $758 Shares 3,932 Est. Cost $63.47 Unrealized +199.1%
SO SOUTHERN CO 0.3%
Value ($000) $751 Shares 9,122 Est. Cost $33.62 Unrealized +151.3%
ECL ECOLAB INC 0.3%
Value ($000) $731 Shares 3,120 Est. Cost $178.86 Unrealized +37.3%
ABBV ABBVIE INC 0.3%
Value ($000) $710 Shares 3,993 Est. Cost $86.87 Unrealized +104.2%
UNP UNION PAC CORP 0.3%
Value ($000) $705 Shares 3,090 Est. Cost $224.40 Unrealized +2.6%
T AT&T INC 0.3%
Value ($000) $676 Shares 29,700 Est. Cost $14.82 Unrealized +45.1%
PFE PFIZER INC 0.3%
Value ($000) $671 Shares 25,285 Est. Cost $22.50 Unrealized +11.6%
VLO VALERO ENERGY CORP 0.3%
Value ($000) $642 Shares 5,234 Est. Cost $60.58 Unrealized +113.2%
CVS CVS HEALTH CORP 0.3%
Value ($000) $571 Shares 12,730 Est. Cost $59.26 Unrealized -9.5%
NKE NIKE INC 0.3%
Value ($000) $562 Shares 7,426 Est. Cost $51.27 Unrealized +49.2%
INTC INTEL CORP 0.3%
Value ($000) $555 Shares 27,702 Est. Cost $24.04 Unrealized -6.2%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $549 Shares 13,720 Est. Cost $29.51 Unrealized +33.5%
YUM YUM BRANDS INC 0.2%
Value ($000) $508 Shares 3,783 Est. Cost $65.86 Unrealized +100.8%
IGM ISHARES TR 0.2%
Value ($000) $507 Shares 4,968 Est. Cost $88.84 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $469 Shares 1,034 Est. Cost $204.87 Unrealized +125.4%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $463 Shares 3,674 Est. Cost $156.74 Unrealized -21.9%
SBUX STARBUCKS CORP 0.2%
Value ($000) $447 Shares 4,901 Est. Cost $81.09 Unrealized +15.8%
AWK AMERICAN WTR WKS CO INC NEW 0.2%
Value ($000) $402 Shares 3,231 Est. Cost $134.96 Unrealized -2.7%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $383 Shares 749 Est. Cost $443.07 Unrealized
GUSH DIREXION SHS ETF TR 0.2%
Value ($000) $355 Shares 12,780 Est. Cost $34.51 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $315 Shares 1,393 Est. Cost $72.07 Unrealized +182.5%
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $280 Shares 3,333 Est. Cost $55.65 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.1%
Value ($000) $280 Shares 28,764 Est. Cost $11.60 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $267 Shares 1,400 Est. Cost $107.52 Unrealized +63.4%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $224 Shares 2,846 Est. Cost $55.95 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $219 Shares 2,898 Est. Cost $63.75 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $196 Shares 460 Est. Cost $425.50 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS I 0.1%
Value ($000) $173 Shares 2,530 Est. Cost $60.52 Unrealized +29.1%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $146 Shares 1,601 Est. Cost $48.49 Unrealized +91.9%
TSLA TESLA INC 0.1%
Value ($000) $145 Shares 358 Est. Cost $223.23 Unrealized +44.1%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $127 Shares 1,500 Est. Cost $57.12 Unrealized +49.3%
WRB BERKLEY W R CORP 0.0%
Value ($000) $99 Shares 1,687 Est. Cost $42.01 Unrealized +37.8%
USO UNITED STS OIL FD LP 0.0%
Value ($000) $97 Shares 1,290 Est. Cost $75.55 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $91 Shares 250 Est. Cost $213.76 Unrealized +78.6%
FTNT FORTINET INC 0.0%
Value ($000) $72 Shares 763 Est. Cost $88.94 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $71 Shares 390 Est. Cost $188.91 Unrealized 0.0%
XHB SPDR SER TR 0.0%
Value ($000) $65 Shares 624 Est. Cost $104.50 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $62 Shares 500 Est. Cost $80.08 Unrealized +48.6%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $61 Shares 86 Est. Cost $303.98 Unrealized +174.6%
IMCG ISHARES TR 0.0%
Value ($000) $60 Shares 800 Est. Cost $96.36 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $55 Shares 580 Est. Cost $59.76 Unrealized +56.2%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $53 Shares 250 Est. Cost $180.88 Unrealized +29.7%
SYY SYSCO CORP 0.0%
Value ($000) $41 Shares 538 Est. Cost $65.71 Unrealized +12.5%
LLY ELI LILLY & CO 0.0%
Value ($000) $39 Shares 51 Est. Cost $599.82 Unrealized +36.9%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $39 Shares 553 Est. Cost $37.07 Unrealized +79.9%
MBC MASTERBRAND INC 0.0%
Value ($000) $37 Shares 2,530 Est. Cost $9.57 Unrealized +78.1%
LFVN LIFEVANTAGE CORP 0.0%
Value ($000) $36 Shares 2,075 Est. Cost $11.36 Unrealized +23.5%
MPC MARATHON PETE CORP 0.0%
Value ($000) $35 Shares 250 Est. Cost $109.92 Unrealized +35.4%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $30 Shares 500 Est. Cost $68.54 Unrealized -7.2%
MO ALTRIA GROUP INC 0.0%
Value ($000) $26 Shares 500 Est. Cost $36.57 Unrealized +33.5%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $24 Shares 226 Est. Cost $69.96 Unrealized +55.5%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $24 Shares 200 Est. Cost $84.48 Unrealized +42.7%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $22 Shares 100 Est. Cost $68.08 Unrealized +239.8%
TPR TAPESTRY INC 0.0%
Value ($000) $18 Shares 275 Est. Cost $41.09 Unrealized +30.2%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $9.47 Unrealized +65.8%
MMM 3M CO 0.0%
Value ($000) $13 Shares 100 Est. Cost $77.55 Unrealized +65.5%
NUVEEN MUNICIPAL CREDIT INC 0.0%
Value ($000) $13 Shares 1,058 Est. Cost $17.01 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $13 Shares 100 Est. Cost $173.48 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $12 Shares 121 Est. Cost $35.86 Unrealized +170.1%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $12 Shares 10 Est. Cost $69.94 Unrealized +15.3%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $12 Shares 50 Est. Cost $134.81 Unrealized +95.1%
GIS GENERAL MLS INC 0.0%
Value ($000) $10 Shares 163 Est. Cost $32.96 Unrealized +94.4%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $9 Shares 130 Est. Cost $71.91 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $9 Shares 292 Est. Cost $25.47 Unrealized
LEVI LEVI STRAUSS & CO NEW 0.0%
Value ($000) $9 Shares 500 Est. Cost $13.29 Unrealized +28.2%
SXI STANDEX INTL CORP 0.0%
Value ($000) $8 Shares 45 Est. Cost $57.49 Unrealized +235.6%
PAL PROFICIENT AUTO LOGISTICS IN 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $15.27 Unrealized -34.9%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $8 Shares 410 Est. Cost $18.50 Unrealized
BCC BOISE CASCADE CO DEL 0.0%
Value ($000) $7 Shares 61 Est. Cost $129.94 Unrealized +5.1%
GRMN GARMIN LTD 0.0%
Value ($000) $7 Shares 35 Est. Cost $28.23 Unrealized +581.6%
ENR ENERGIZER HLDGS INC NEW 0.0%
Value ($000) $7 Shares 200 Est. Cost $28.77 Unrealized +12.4%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $7 Shares 115 Est. Cost $71.78 Unrealized -0.5%
EPC EDGEWELL PERS CARE CO 0.0%
Value ($000) $7 Shares 200 Est. Cost $93.45 Unrealized -63.3%
HOMZ ETF SER SOLUTIONS 0.0%
Value ($000) $6 Shares 135 Est. Cost $22.22 Unrealized
SW SMURFIT WESTROCK PLC 0.0%
Value ($000) $6 Shares 110 Est. Cost $43.84 Unrealized +12.7%
BKH BLACK HILLS CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $47.73 Unrealized +20.1%
F FORD MTR CO 0.0%
Value ($000) $6 Shares 565 Est. Cost $9.21 Unrealized +7.2%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 241 Est. Cost $21.34 Unrealized +9.9%
RTX RTX CORPORATION 0.0%
Value ($000) $5 Shares 46 Est. Cost $86.83 Unrealized +36.2%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $5 Shares 90 Est. Cost $28.17 Unrealized +97.7%
IJH ISHARES TR 0.0%
Value ($000) $5 Shares 79 Est. Cost $62.30 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $5 Shares 90 Est. Cost $52.49 Unrealized +5.6%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $4 Shares 58 Est. Cost $67.76 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $4 Shares 50 Est. Cost $64.89 Unrealized +18.3%
POST POST HLDGS INC 0.0%
Value ($000) $4 Shares 33 Est. Cost $35.89 Unrealized +217.5%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $4 Shares 21 Est. Cost $175.24 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $4 Shares 19 Est. Cost $264.00 Unrealized -20.4%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $4 Shares 20 Est. Cost $206.08 Unrealized -1.9%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $3 Shares 38 Est. Cost $128.39 Unrealized
BN BROOKFIELD CORP 0.0%
Value ($000) $3 Shares 55 Est. Cost $21.90 Unrealized +70.8%
TJX TJX COS INC NEW 0.0%
Value ($000) $3 Shares 23 Est. Cost $94.62 Unrealized +24.4%
APTIV PLC 0.0%
Value ($000) $3 Shares 45 Est. Cost $88.89 Unrealized
QQQE DIREXION SHS ETF TR 0.0%
Value ($000) $3 Shares 30 Est. Cost $89.20 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $3 Shares 23 Est. Cost $115.22 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $3 Shares 25 Est. Cost $105.60 Unrealized
GAMR AMPLIFY ETF TR 0.0%
Value ($000) $3 Shares 40 Est. Cost $61.65 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $3 Shares 33 Est. Cost $59.81 Unrealized +32.5%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $3 Shares 84 Est. Cost $19.21 Unrealized +61.3%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $2 Shares 180 Est. Cost $15.78 Unrealized -27.1%
COP CONOCOPHILLIPS 0.0%
Value ($000) $2 Shares 24 Est. Cost $102.31 Unrealized 0.0%
AVGO BROADCOM INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $154.20 Unrealized +18.6%
FBND FIDELITY MERRIMACK STR TR 0.0%
Value ($000) $2 Shares 52 Est. Cost $44.87 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $2 Shares 110 Est. Cost $17.60 Unrealized +14.5%
EZU ISHARES INC 0.0%
Value ($000) $2 Shares 47 Est. Cost $47.19 Unrealized
OSK OSHKOSH CORP 0.0%
Value ($000) $2 Shares 23 Est. Cost $107.50 Unrealized -4.8%
TLT ISHARES TR 0.0%
Value ($000) $2 Shares 25 Est. Cost $98.10 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 28 Est. Cost $21.30 Unrealized +173.5%
AEG AEGON LTD 0.0%
Value ($000) $2 Shares 354 Est. Cost $5.76 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $2 Shares 45 Est. Cost $44.04 Unrealized
URA GLOBAL X FDS 0.0%
Value ($000) $2 Shares 70 Est. Cost $28.83 Unrealized
CRH CRH PLC 0.0%
Value ($000) $2 Shares 20 Est. Cost $54.36 Unrealized +75.3%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $84.13 Unrealized +12.7%
FRONTIER COMMUNICATIONS PARE 0.0%
Value ($000) $2 Shares 50 Est. Cost $15.66 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $2 Shares 25 Est. Cost $60.70 Unrealized +15.3%
ASIX ADVANSIX INC 0.0%
Value ($000) $2 Shares 58 Est. Cost $16.41 Unrealized +77.9%
BROS DUTCH BROS INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $35.25 Unrealized +25.2%
BATRK ATLANTA BRAVES HLDGS INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $37.85 Unrealized +5.3%
ATOSSA THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 1,550 Est. Cost $6.45 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $154.05 Unrealized -45.5%
EQT EQT CORP 0.0%
Value ($000) $1 Shares 31 Est. Cost $41.21 Unrealized -1.3%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $1 Shares 50 Est. Cost $18.52 Unrealized
GTX GARRETT MOTION INC 0.0%
Value ($000) $1 Shares 145 Est. Cost $6.62 Unrealized +25.4%
AMEDISYS INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $142.86 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $1 Shares 25 Est. Cost $56.72 Unrealized
THE ODP CORP 0.0%
Value ($000) $1 Shares 55 Est. Cost $18.18 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $159.73 Unrealized 0.0%
ALGM ALLEGRO MICROSYSTEMS INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $40.49 Unrealized -47.4%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $164.34 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $80.00 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $223.64 Unrealized -64.3%
METV LISTED FD TR 0.0%
Value ($000) $1 Shares 50 Est. Cost $14.29 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value ($000) $1 Shares 13 Est. Cost $27.10 Unrealized +92.3%
KODK EASTMAN KODAK CO 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.89 Unrealized -28.0%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $71.80 Unrealized -4.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $535.25 Unrealized +2.3%
HNDL STRATEGY SHS 0.0%
Value ($000) $1 Shares 24 Est. Cost $22.41 Unrealized
OXM OXFORD INDS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $102.43 Unrealized -23.4%
BATRA ATLANTA BRAVES HLDGS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $41.41 Unrealized +1.6%
CALY TOPGOLF CALLAWAY BRANDS CORP 0.0%
Value ($000) $0 Shares 50 Est. Cost $20.01 Unrealized -54.6%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $133.96 Unrealized -48.8%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $7.70 Unrealized +68.8%
FG F&G ANNUITIES & LIFE INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $18.85 Unrealized +126.7%
SOLO BRANDS INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $9.95 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $225.62 Unrealized -0.2%
PSX PHILLIPS 66 0.0%
Value ($000) $0 Shares 1 Est. Cost $71.47 Unrealized +70.7%
BYND BEYOND MEAT INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $97.08 Unrealized -94.5%
ROBO EXCHANGE TRADED CONCEPTS TRU 0.0%
Value ($000) $0 Shares 1 Est. Cost $63.60 Unrealized
TNF PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 14 Est. Cost $1.83 Unrealized