St. Johns Investment Management Company, LLC Diversified Active

CIK: 0001605522 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 23, 2025

Total Value ($000): $202,200 (100.0% shares, 0.0% debt)

Holdings (198)

SCHX SCHWAB STRATEGIC TR 11.3%
Value ($000) $22,752 Shares 1,030,414 Est. Cost $33.31 Unrealized
AAPL APPLE INC 5.7%
Value ($000) $11,473 Shares 51,650 Est. Cost $94.04 Unrealized +145.4%
SCHM SCHWAB STRATEGIC TR 4.9%
Value ($000) $9,978 Shares 380,832 Est. Cost $34.55 Unrealized
SPY SPDR S&P 500 ETF TR 4.8%
Value ($000) $9,749 Shares 17,428 Est. Cost $257.54 Unrealized
SCHA SCHWAB STRATEGIC TR 4.7%
Value ($000) $9,496 Shares 405,310 Est. Cost $39.27 Unrealized
MSFT MICROSOFT CORP 3.4%
Value ($000) $6,905 Shares 18,395 Est. Cost $234.24 Unrealized +72.9%
GLD SPDR GOLD TR 3.4%
Value ($000) $6,817 Shares 23,658 Est. Cost $173.59 Unrealized
SCHD SCHWAB STRATEGIC TR 3.0%
Value ($000) $5,979 Shares 213,825 Est. Cost $41.18 Unrealized
AMZN AMAZON COM INC 2.3%
Value ($000) $4,721 Shares 24,812 Est. Cost $130.48 Unrealized +66.3%
IWR ISHARES TR 2.3%
Value ($000) $4,652 Shares 54,686 Est. Cost $70.72 Unrealized
XLK SELECT SECTOR SPDR TR 2.1%
Value ($000) $4,297 Shares 20,813 Est. Cost $67.62 Unrealized
IWM ISHARES TR 2.1%
Value ($000) $4,283 Shares 21,469 Est. Cost $142.25 Unrealized
IVV ISHARES TR 1.9%
Value ($000) $3,774 Shares 6,716 Est. Cost $216.79 Unrealized
META META PLATFORMS INC 1.7%
Value ($000) $3,461 Shares 6,005 Est. Cost $196.88 Unrealized +226.7%
WMT WALMART INC 1.6%
Value ($000) $3,328 Shares 37,908 Est. Cost $47.87 Unrealized +94.1%
NVDA NVIDIA CORPORATION 1.6%
Value ($000) $3,283 Shares 30,292 Est. Cost $95.93 Unrealized +32.1%
GOOGL ALPHABET INC 1.6%
Value ($000) $3,188 Shares 20,615 Est. Cost $106.36 Unrealized +69.9%
AXP AMERICAN EXPRESS CO 1.4%
Value ($000) $2,820 Shares 10,483 Est. Cost $70.81 Unrealized +313.0%
XLF SELECT SECTOR SPDR TR 1.4%
Value ($000) $2,776 Shares 55,725 Est. Cost $27.90 Unrealized
JPM JPMORGAN CHASE & CO. 1.3%
Value ($000) $2,683 Shares 10,937 Est. Cost $62.90 Unrealized +298.9%
MDY SPDR S&P MIDCAP 400 ETF TR 1.2%
Value ($000) $2,511 Shares 4,707 Est. Cost $250.53 Unrealized
BAC BANK AMERICA CORP 1.2%
Value ($000) $2,396 Shares 57,406 Est. Cost $16.27 Unrealized +168.1%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $2,327 Shares 19,564 Est. Cost $64.73 Unrealized +65.6%
XLC SELECT SECTOR SPDR TR 1.1%
Value ($000) $2,223 Shares 23,053 Est. Cost $54.65 Unrealized
MCD MCDONALDS CORP 1.0%
Value ($000) $2,043 Shares 6,541 Est. Cost $100.85 Unrealized +190.4%
SYK STRYKER CORPORATION 0.9%
Value ($000) $1,883 Shares 5,058 Est. Cost $88.74 Unrealized +324.9%
XLI SELECT SECTOR SPDR TR 0.9%
Value ($000) $1,869 Shares 14,263 Est. Cost $76.73 Unrealized
XLV SELECT SECTOR SPDR TR 0.9%
Value ($000) $1,827 Shares 12,510 Est. Cost $72.33 Unrealized
V VISA INC 0.9%
Value ($000) $1,813 Shares 5,172 Est. Cost $218.36 Unrealized +54.0%
HD HOME DEPOT INC 0.9%
Value ($000) $1,733 Shares 4,728 Est. Cost $199.33 Unrealized +91.0%
CRM SALESFORCE INC 0.8%
Value ($000) $1,716 Shares 6,394 Est. Cost $176.05 Unrealized +75.5%
COST COSTCO WHSL CORP NEW 0.8%
Value ($000) $1,715 Shares 1,813 Est. Cost $542.91 Unrealized +78.8%
AMGN AMGEN INC 0.8%
Value ($000) $1,714 Shares 5,503 Est. Cost $134.81 Unrealized +113.1%
QCOM QUALCOMM INC 0.8%
Value ($000) $1,714 Shares 11,160 Est. Cost $76.63 Unrealized +108.4%
ORCL ORACLE CORP 0.8%
Value ($000) $1,576 Shares 11,275 Est. Cost $39.49 Unrealized +309.2%
CMI CUMMINS INC 0.8%
Value ($000) $1,533 Shares 4,892 Est. Cost $125.57 Unrealized +175.6%
TFC TRUIST FINL CORP 0.7%
Value ($000) $1,506 Shares 36,602 Est. Cost $39.57 Unrealized +7.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $1,489 Shares 2,796 Est. Cost $382.13 Unrealized +27.2%
MRK MERCK & CO INC 0.7%
Value ($000) $1,474 Shares 16,420 Est. Cost $51.06 Unrealized +76.5%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $1,408 Shares 8,488 Est. Cost $75.55 Unrealized +101.8%
KO COCA COLA CO 0.7%
Value ($000) $1,385 Shares 19,342 Est. Cost $29.93 Unrealized +117.1%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $1,362 Shares 2,601 Est. Cost $308.24 Unrealized +62.0%
ABT ABBOTT LABS 0.7%
Value ($000) $1,317 Shares 9,929 Est. Cost $37.10 Unrealized +238.2%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $1,283 Shares 7,669 Est. Cost $91.26 Unrealized +64.9%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $1,183 Shares 6,939 Est. Cost $60.63 Unrealized +170.4%
LOW LOWES COS INC 0.6%
Value ($000) $1,177 Shares 5,045 Est. Cost $52.34 Unrealized +362.5%
PEP PEPSICO INC 0.6%
Value ($000) $1,125 Shares 7,506 Est. Cost $63.83 Unrealized +124.8%
DE DEERE & CO 0.5%
Value ($000) $1,101 Shares 2,345 Est. Cost $96.01 Unrealized +380.7%
CSCO CISCO SYS INC 0.5%
Value ($000) $1,099 Shares 17,811 Est. Cost $22.10 Unrealized +171.9%
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $1,063 Shares 3,406 Est. Cost $79.46 Unrealized +339.8%
NOC NORTHROP GRUMMAN CORP 0.5%
Value ($000) $992 Shares 1,938 Est. Cost $141.93 Unrealized +231.2%
MET METLIFE INC 0.5%
Value ($000) $959 Shares 11,947 Est. Cost $42.21 Unrealized +92.3%
GD GENERAL DYNAMICS CORP 0.5%
Value ($000) $926 Shares 3,399 Est. Cost $210.35 Unrealized +21.6%
KR KROGER CO 0.5%
Value ($000) $926 Shares 13,676 Est. Cost $25.72 Unrealized +142.1%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $925 Shares 2,070 Est. Cost $445.90 Unrealized +0.5%
XLY SELECT SECTOR SPDR TR 0.4%
Value ($000) $908 Shares 4,597 Est. Cost $91.90 Unrealized
T AT&T INC 0.4%
Value ($000) $884 Shares 31,254 Est. Cost $15.30 Unrealized +59.2%
XLE SELECT SECTOR SPDR TR 0.4%
Value ($000) $872 Shares 9,331 Est. Cost $68.54 Unrealized
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $848 Shares 11,966 Est. Cost $64.08 Unrealized +7.1%
GLW CORNING INC 0.4%
Value ($000) $830 Shares 18,120 Est. Cost $21.41 Unrealized +126.8%
FITB FIFTH THIRD BANCORP 0.4%
Value ($000) $829 Shares 21,150 Est. Cost $23.76 Unrealized +71.2%
SO SOUTHERN CO 0.4%
Value ($000) $823 Shares 8,946 Est. Cost $33.62 Unrealized +150.2%
ABBV ABBVIE INC 0.4%
Value ($000) $814 Shares 3,886 Est. Cost $86.87 Unrealized +118.0%
FDX FEDEX CORP 0.4%
Value ($000) $810 Shares 3,321 Est. Cost $182.68 Unrealized +38.8%
ALL ALLSTATE CORP 0.4%
Value ($000) $795 Shares 3,837 Est. Cost $63.47 Unrealized +201.4%
AMD ADVANCED MICRO DEVICES INC 0.4%
Value ($000) $764 Shares 7,436 Est. Cost $142.13 Unrealized -21.8%
DD DUPONT DE NEMOURS INC 0.4%
Value ($000) $750 Shares 10,045 Est. Cost $28.38 Unrealized +12.4%
ECL ECOLAB INC 0.4%
Value ($000) $750 Shares 2,957 Est. Cost $178.86 Unrealized +39.6%
UNP UNION PAC CORP 0.3%
Value ($000) $701 Shares 2,966 Est. Cost $224.40 Unrealized +5.0%
CVS CVS HEALTH CORP 0.3%
Value ($000) $637 Shares 9,400 Est. Cost $59.26 Unrealized -2.1%
PFE PFIZER INC 0.3%
Value ($000) $632 Shares 24,943 Est. Cost $22.50 Unrealized +9.8%
DIS DISNEY WALT CO 0.3%
Value ($000) $627 Shares 6,348 Est. Cost $80.10 Unrealized +32.7%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $615 Shares 13,566 Est. Cost $29.51 Unrealized +34.2%
FTNT FORTINET INC 0.3%
Value ($000) $607 Shares 6,302 Est. Cost $99.88 Unrealized +1.5%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $605 Shares 3,543 Est. Cost $185.36 Unrealized -0.2%
VLO VALERO ENERGY CORP 0.3%
Value ($000) $602 Shares 4,559 Est. Cost $60.58 Unrealized +113.6%
XHB SPDR SER TR 0.3%
Value ($000) $512 Shares 5,279 Est. Cost $97.80 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $504 Shares 5,142 Est. Cost $82.03 Unrealized +23.1%
AWK AMERICAN WTR WKS CO INC NEW 0.2%
Value ($000) $484 Shares 3,284 Est. Cost $134.87 Unrealized -4.3%
INTC INTEL CORP 0.2%
Value ($000) $447 Shares 19,684 Est. Cost $24.04 Unrealized -9.0%
IGM ISHARES TR 0.2%
Value ($000) $446 Shares 4,918 Est. Cost $88.84 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $370 Shares 3,368 Est. Cost $156.74 Unrealized -28.1%
GUSH DIREXION SHS ETF TR 0.2%
Value ($000) $343 Shares 12,780 Est. Cost $34.51 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.2%
Value ($000) $324 Shares 23,764 Est. Cost $11.60 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $295 Shares 1,393 Est. Cost $72.07 Unrealized +175.3%
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $286 Shares 3,326 Est. Cost $55.65 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $261 Shares 3,199 Est. Cost $58.78 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $219 Shares 1,400 Est. Cost $107.52 Unrealized +69.7%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $211 Shares 2,676 Est. Cost $63.75 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $193 Shares 460 Est. Cost $425.50 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $164 Shares 351 Est. Cost $443.07 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS I 0.1%
Value ($000) $154 Shares 2,530 Est. Cost $60.52 Unrealized +8.5%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $150 Shares 1,601 Est. Cost $48.49 Unrealized +81.1%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $123 Shares 1,500 Est. Cost $57.12 Unrealized +41.8%
WRB BERKLEY W R CORP 0.1%
Value ($000) $120 Shares 1,687 Est. Cost $42.01 Unrealized +42.2%
TSLA TESLA INC 0.0%
Value ($000) $91 Shares 350 Est. Cost $223.23 Unrealized +49.3%
CAT CATERPILLAR INC 0.0%
Value ($000) $82 Shares 250 Est. Cost $213.76 Unrealized +64.6%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $63 Shares 580 Est. Cost $59.76 Unrealized +66.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $55 Shares 500 Est. Cost $80.08 Unrealized +48.3%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $55 Shares 86 Est. Cost $303.98 Unrealized +125.2%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $52 Shares 250 Est. Cost $180.88 Unrealized +13.9%
SOXL DIREXION SHS ETF TR 0.0%
Value ($000) $46 Shares 2,880 Est. Cost $15.95 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $42 Shares 51 Est. Cost $599.82 Unrealized +37.8%
MO ALTRIA GROUP INC 0.0%
Value ($000) $41 Shares 689 Est. Cost $40.53 Unrealized +25.9%
SYY SYSCO CORP 0.0%
Value ($000) $40 Shares 538 Est. Cost $65.71 Unrealized +8.5%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $40 Shares 553 Est. Cost $37.07 Unrealized +98.8%
MPC MARATHON PETE CORP 0.0%
Value ($000) $36 Shares 250 Est. Cost $109.92 Unrealized +32.1%
IMCG ISHARES TR 0.0%
Value ($000) $36 Shares 500 Est. Cost $96.36 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $34 Shares 500 Est. Cost $68.54 Unrealized -12.8%
MBC MASTERBRAND INC 0.0%
Value ($000) $33 Shares 2,530 Est. Cost $9.57 Unrealized +58.8%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $32 Shares 200 Est. Cost $84.48 Unrealized +62.2%
LFVN LIFEVANTAGE CORP 0.0%
Value ($000) $30 Shares 2,075 Est. Cost $11.36 Unrealized +66.1%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $28 Shares 226 Est. Cost $69.96 Unrealized +58.0%
TPR TAPESTRY INC 0.0%
Value ($000) $19 Shares 275 Est. Cost $41.09 Unrealized +81.5%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $18 Shares 100 Est. Cost $68.08 Unrealized +161.1%
XME SPDR SER TR 0.0%
Value ($000) $18 Shares 323 Est. Cost $55.99 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $9.47 Unrealized +64.0%
MMM 3M CO 0.0%
Value ($000) $15 Shares 100 Est. Cost $77.55 Unrealized +86.4%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $14 Shares 10 Est. Cost $69.94 Unrealized +24.4%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $14 Shares 50 Est. Cost $134.81 Unrealized +90.6%
NUVEEN MUNICIPAL CREDIT INC 0.0%
Value ($000) $13 Shares 1,058 Est. Cost $17.01 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $12 Shares 121 Est. Cost $35.86 Unrealized +164.9%
DEO DIAGEO PLC 0.0%
Value ($000) $10 Shares 100 Est. Cost $173.48 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $10 Shares 292 Est. Cost $25.47 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $10 Shares 163 Est. Cost $32.96 Unrealized +75.9%
PAL PROFICIENT AUTO LOGISTICS IN 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $15.27 Unrealized -35.2%
LEVI LEVI STRAUSS & CO NEW 0.0%
Value ($000) $8 Shares 500 Est. Cost $13.29 Unrealized +26.9%
GRMN GARMIN LTD 0.0%
Value ($000) $8 Shares 35 Est. Cost $28.23 Unrealized +653.9%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $7 Shares 65 Est. Cost $64.40 Unrealized +69.2%
EPC EDGEWELL PERS CARE CO 0.0%
Value ($000) $6 Shares 200 Est. Cost $93.45 Unrealized -67.2%
RTX RTX CORPORATION 0.0%
Value ($000) $6 Shares 46 Est. Cost $86.83 Unrealized +43.7%
BKH BLACK HILLS CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $47.73 Unrealized +18.3%
HOMZ ETF SER SOLUTIONS 0.0%
Value ($000) $6 Shares 135 Est. Cost $22.22 Unrealized
ENR ENERGIZER HLDGS INC NEW 0.0%
Value ($000) $6 Shares 200 Est. Cost $28.77 Unrealized +5.0%
BCC BOISE CASCADE CO DEL 0.0%
Value ($000) $6 Shares 61 Est. Cost $129.94 Unrealized -13.6%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $6 Shares 90 Est. Cost $28.17 Unrealized +98.9%
F FORD MTR CO 0.0%
Value ($000) $6 Shares 565 Est. Cost $9.21 Unrealized +0.4%
SW SMURFIT WESTROCK PLC 0.0%
Value ($000) $5 Shares 110 Est. Cost $43.84 Unrealized +13.0%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 241 Est. Cost $21.34 Unrealized -3.8%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $4 Shares 58 Est. Cost $67.76 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $4 Shares 19 Est. Cost $264.00 Unrealized -29.6%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $4 Shares 70 Est. Cost $52.49 Unrealized +2.7%
POST POST HLDGS INC 0.0%
Value ($000) $4 Shares 33 Est. Cost $35.89 Unrealized +209.1%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $71.78 Unrealized +0.4%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $3 Shares 20 Est. Cost $206.08 Unrealized -12.4%
SXI STANDEX INTL CORP 0.0%
Value ($000) $3 Shares 20 Est. Cost $57.49 Unrealized +218.9%
BN BROOKFIELD CORP 0.0%
Value ($000) $3 Shares 55 Est. Cost $21.90 Unrealized +71.6%
TJX TJX COS INC NEW 0.0%
Value ($000) $3 Shares 23 Est. Cost $94.62 Unrealized +26.9%
APTV APTIV PLC 0.0%
Value ($000) $3 Shares 45 Est. Cost $63.38 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $3 Shares 38 Est. Cost $128.39 Unrealized
QQQE DIREXION SHS ETF TR 0.0%
Value ($000) $3 Shares 30 Est. Cost $89.20 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $3 Shares 24 Est. Cost $102.31 Unrealized -5.4%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 28 Est. Cost $21.30 Unrealized +312.3%
AEG AEGON LTD 0.0%
Value ($000) $2 Shares 354 Est. Cost $5.76 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $2 Shares 180 Est. Cost $15.78 Unrealized -20.2%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $2 Shares 110 Est. Cost $17.60 Unrealized +8.3%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $84.13 Unrealized +13.2%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $2 Shares 25 Est. Cost $64.89 Unrealized +14.6%
OSK OSHKOSH CORP 0.0%
Value ($000) $2 Shares 23 Est. Cost $107.50 Unrealized -8.6%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $2 Shares 25 Est. Cost $60.70 Unrealized +22.7%
BROS DUTCH BROS INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $35.25 Unrealized +86.9%
FRONTIER COMMUNICATIONS PARE 0.0%
Value ($000) $2 Shares 50 Est. Cost $15.66 Unrealized
CRH CRH PLC 0.0%
Value ($000) $2 Shares 20 Est. Cost $54.36 Unrealized +79.6%
AVGO BROADCOM INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $154.20 Unrealized +36.1%
EQT EQT CORP 0.0%
Value ($000) $2 Shares 31 Est. Cost $41.21 Unrealized +22.7%
URA GLOBAL X FDS 0.0%
Value ($000) $2 Shares 70 Est. Cost $28.83 Unrealized
BATRK ATLANTA BRAVES HLDGS INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $37.85 Unrealized +3.1%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $2 Shares 25 Est. Cost $56.72 Unrealized
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $1 Shares 50 Est. Cost $18.52 Unrealized
ASIX ADVANSIX INC 0.0%
Value ($000) $1 Shares 58 Est. Cost $16.41 Unrealized +64.3%
AMEDISYS INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $142.86 Unrealized
ALGM ALLEGRO MICROSYSTEMS INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $40.49 Unrealized -38.4%
GTX GARRETT MOTION INC 0.0%
Value ($000) $1 Shares 145 Est. Cost $6.62 Unrealized +40.1%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $80.00 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $154.05 Unrealized -49.6%
LEN LENNAR CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $159.73 Unrealized -22.9%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $164.34 Unrealized -15.9%
DOCU DOCUSIGN INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $223.64 Unrealized -60.8%
THE ODP CORP 0.0%
Value ($000) $1 Shares 55 Est. Cost $18.18 Unrealized
METV LISTED FD TR 0.0%
Value ($000) $1 Shares 50 Est. Cost $14.29 Unrealized
KODK EASTMAN KODAK CO 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.89 Unrealized -12.0%
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value ($000) $1 Shares 13 Est. Cost $27.10 Unrealized +95.5%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $71.80 Unrealized +3.0%
HNDL STRATEGY SHS 0.0%
Value ($000) $1 Shares 24 Est. Cost $22.41 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $535.25 Unrealized +0.8%
BATRA ATLANTA BRAVES HLDGS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $41.41 Unrealized +2.7%
CALY TOPGOLF CALLAWAY BRANDS CORP 0.0%
Value ($000) $0 Shares 50 Est. Cost $20.01 Unrealized -63.3%
OXM OXFORD INDS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $102.43 Unrealized -29.8%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $133.96 Unrealized -46.6%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $7.70 Unrealized +87.3%
FG F&G ANNUITIES & LIFE INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $18.85 Unrealized +117.2%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $225.62 Unrealized +0.8%
PSX PHILLIPS 66 0.0%
Value ($000) $0 Shares 1 Est. Cost $71.47 Unrealized +66.9%
MRP MILLROSE PPTYS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $26.50 Unrealized
BYND BEYOND MEAT INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $97.08 Unrealized -96.2%
SOLO BRANDS INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $9.95 Unrealized
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