Silicon Valley Capital Partners Diversified Active

Location: San Jose, CA

CIK: 0001673633 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Sep 11, 2025

Total Value: $958M (100.0% shares, 0.0% debt)

Holdings (302)

SPY SPDR S&P 500 ETF TRUST 14.1%
Value $135M Shares 218,873 Share Price $617.85 Est. Cost/Share $490.05 Unrealized @ Report Date +26.1%
QQQ INVESCO QQQ TRUST SERIES I 7.6%
Value $72.97M Shares 132,271 Share Price $551.64 Est. Cost/Share $383.07 Unrealized @ Report Date +44.0%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 6.9%
Value $65.8M Shares 99,210 Share Price $663.28 * Est. Cost/Share $60.77 Unrealized @ Report Date +36.4%
NVDA NVIDIA CORPORATION COM 5.1%
Value $48.43M Shares 306,516 Share Price $157.99 Est. Cost/Share $101.05 Unrealized @ Report Date +56.3%
MSFT MICROSOFT CORP COM 5.0%
Value $48.29M Shares 97,080 Share Price $497.41 Est. Cost/Share $277.02 Unrealized @ Report Date +78.9%
GOOGL ALPHABET INC CAP STK CL A 5.0%
Value $48.25M Shares 273,797 Share Price $176.23 Est. Cost/Share $135.53 Unrealized @ Report Date +29.8%
AAPL APPLE INC COM 4.7%
Value $44.67M Shares 217,727 Share Price $205.17 Est. Cost/Share $138.77 Unrealized @ Report Date +47.5%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 4.0%
Value $38.1M Shares 459,795 Share Price $82.86 Est. Cost/Share $82.56 Unrealized @ Report Date +0.4%
AMZN AMAZON COM INC COM 3.8%
Value $36.67M Shares 167,148 Share Price $219.39 Est. Cost/Share $161.23 Unrealized @ Report Date +36.1%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 3.6%
Value $34.1M Shares 286,330 Share Price $119.09 Est. Cost/Share $117.96 Unrealized @ Report Date +1.0%
IVW ISHARES S&P 500 GROWTH ETF 3.2%
Value $30.25M Shares 274,726 Share Price $110.10 Est. Cost/Share $67.80 Unrealized @ Report Date +62.4%
META META PLATFORMS INC CL A 3.0%
Value $28.45M Shares 38,552 Share Price $738.08 Est. Cost/Share $465.89 Unrealized @ Report Date +58.2%
AVGO BROADCOM INC COM 2.2%
Value $21.11M Shares 76,572 Share Price $275.65 Est. Cost/Share $168.49 Unrealized @ Report Date +63.0%
AMD ADVANCED MICRO DEVICES INC COM 1.9%
Value $18.23M Shares 128,496 Share Price $141.90 Est. Cost/Share $125.41 Unrealized @ Report Date +13.1%
SPGP INVESCO S&P 500 GARP ETF 1.8%
Value $17.49M Shares 162,395 Share Price $107.70 Est. Cost/Share $92.56 Unrealized @ Report Date +16.4%
COST COSTCO WHSL CORP NEW COM 1.8%
Value $17.45M Shares 17,631 Share Price $989.97 Est. Cost/Share $648.98 Unrealized @ Report Date +52.1%
CRM SALESFORCE INC COM 1.8%
Value $17.19M Shares 63,040 Share Price $272.69 Est. Cost/Share $253.74 Unrealized @ Report Date +7.1%
VUG VANGUARD GROWTH ETF 1.8%
Value $17.11M Shares 39,039 Share Price $438.40 * Est. Cost/Share $32.63 Unrealized @ Report Date +123.9%
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 1.7%
Value $16.36M Shares 134,791 Share Price $121.38 Est. Cost/Share $86.21 Unrealized @ Report Date +40.8%
ORCL ORACLE CORP COM 1.7%
Value $16.21M Shares 74,129 Share Price $218.63 Est. Cost/Share $153.90 Unrealized @ Report Date +41.5%
LLY ELI LILLY & CO COM 1.5%
Value $14.13M Shares 18,121 Share Price $779.53 Est. Cost/Share $813.50 Unrealized @ Report Date -4.5%
AXP AMERICAN EXPRESS CO COM 1.4%
Value $13.79M Shares 43,217 Share Price $318.98 Est. Cost/Share $178.18 Unrealized @ Report Date +77.7%
NOW SERVICENOW INC COM 1.4%
Value $13.67M Shares 13,296 Share Price $1028.08 * Est. Cost/Share $131.59 Unrealized @ Report Date +56.3%
BAC BANK AMERICA CORP COM 1.3%
Value $12.85M Shares 271,512 Share Price $47.32 Est. Cost/Share $32.73 Unrealized @ Report Date +43.1%
SHV ISHARES SHORT TREASURY BOND ETF 1.3%
Value $12.69M Shares 114,889 Share Price $110.42 Est. Cost/Share $110.26 Unrealized @ Report Date +0.1%
USB US BANCORP DEL COM NEW 1.3%
Value $12.44M Shares 274,849 Share Price $45.25 * Est. Cost/Share $37.41 Unrealized @ Report Date +18.5%
HD HOME DEPOT INC COM 1.3%
Value $11.99M Shares 32,708 Share Price $366.64 Est. Cost/Share $318.73 Unrealized @ Report Date +13.6%
APD AIR PRODS & CHEMS INC COM 1.2%
Value $11.31M Shares 40,085 Share Price $282.06 * Est. Cost/Share $261.89 Unrealized @ Report Date +5.5%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 1.0%
Value $9.595M Shares 119,782 Share Price $80.10 Est. Cost/Share $47.04 Unrealized @ Report Date +70.3%
XOM EXXON MOBIL CORP COM 0.9%
Value $9.017M Shares 83,642 Share Price $107.80 Est. Cost/Share $100.92 Unrealized @ Report Date +4.9%
RBLX ROBLOX CORP CL A 0.5%
Value $4.699M Shares 44,667 Share Price $105.20 Est. Cost/Share $49.85 Unrealized @ Report Date +111.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.4%
Value $4.061M Shares 8,359 Share Price $485.79 Est. Cost/Share $337.00 Unrealized @ Report Date +44.1%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.4%
Value $3.751M Shares 40,886 Share Price $91.73 Est. Cost/Share $91.58 Unrealized @ Report Date +0.2%
MGK VANGUARD MEGA CAP GROWTH ETF 0.4%
Value $3.426M Shares 9,356 Share Price $366.18 * Est. Cost/Share $36.73 Unrealized @ Report Date +99.4%
JPM JPMORGAN CHASE & CO. COM 0.3%
Value $3.072M Shares 10,597 Share Price $289.91 Est. Cost/Share $169.46 Unrealized @ Report Date +69.4%
MGV VANGUARD MEGA CAP VALUE ETF 0.3%
Value $2.781M Shares 21,193 Share Price $131.20 Est. Cost/Share $100.45 Unrealized @ Report Date +30.6%
MRVL MARVELL TECHNOLOGY INC COM 0.3%
Value $2.412M Shares 31,168 Share Price $77.40 Est. Cost/Share $69.03 Unrealized @ Report Date +11.9%
GOOG ALPHABET INC CAP STK CL C 0.2%
Value $2.061M Shares 11,617 Share Price $177.39 Est. Cost/Share $119.45 Unrealized @ Report Date +48.3%
INTU INTUIT COM 0.2%
Value $2.06M Shares 2,615 Share Price $787.78 Est. Cost/Share $314.30 Unrealized @ Report Date +149.8%
JNJ JOHNSON & JOHNSON COM 0.2%
Value $1.601M Shares 10,478 Share Price $152.76 Est. Cost/Share $148.21 Unrealized @ Report Date +1.7%
UBER UBER TECHNOLOGIES INC COM 0.2%
Value $1.586M Shares 16,999 Share Price $93.30 Est. Cost/Share $53.93 Unrealized @ Report Date +73.0%
SPHQ INVESCO S&P 500 QUALITY ETF 0.2%
Value $1.517M Shares 21,292 Share Price $71.26 Est. Cost/Share $45.64 Unrealized @ Report Date +56.1%
V VISA INC COM CL A 0.1%
Value $1.385M Shares 3,902 Share Price $355.03 Est. Cost/Share $224.37 Unrealized @ Report Date +57.7%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value $1.286M Shares 3,029 Share Price $424.56 * Est. Cost/Share $54.88 Unrealized @ Report Date +93.4%
VOO VANGUARD S&P 500 ETF 0.1%
Value $1.284M Shares 2,260 Share Price $567.96 Est. Cost/Share $342.24 Unrealized @ Report Date +66.0%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value $1.261M Shares 4,043 Share Price $311.99 Est. Cost/Share $477.06 Unrealized @ Report Date -35.5%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value $1.155M Shares 1,859 Share Price $621.06 Est. Cost/Share $382.45 Unrealized @ Report Date +62.3%
CVX CHEVRON CORP NEW COM 0.1%
Value $1.107M Shares 7,729 Share Price $143.19 * Est. Cost/Share $139.96 Unrealized @ Report Date +0.1%
MA MASTERCARD INCORPORATED CL A 0.1%
Value $954K Shares 1,698 Share Price $561.90 Est. Cost/Share $378.01 Unrealized @ Report Date +48.3%
SBUX STARBUCKS CORP COM 0.1%
Value $939K Shares 10,250 Share Price $91.63 Est. Cost/Share $86.17 Unrealized @ Report Date +4.9%
NFLX NETFLIX INC COM 0.1%
Value $888K Shares 663 Share Price $1339.13 * Est. Cost/Share $63.73 Unrealized @ Report Date +110.1%
ANET ARISTA NETWORKS INC COM SHS 0.1%
Value $786K Shares 7,680 Share Price $102.31 Est. Cost/Share $102.74 Unrealized @ Report Date -0.4%
EQIX EQUINIX INC COM 0.1%
Value $773K Shares 972 Share Price $795.47 Est. Cost/Share $786.18 Unrealized @ Report Date -0.0%
OXY OCCIDENTAL PETE CORP COM 0.1%
Value $771K Shares 18,348 Share Price $42.01 Est. Cost/Share $56.53 Unrealized @ Report Date -26.5%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value $721K Shares 8,500 Share Price $84.83 Est. Cost/Share $43.69 Unrealized @ Report Date +94.2%
MU MICRON TECHNOLOGY INC COM 0.1%
Value $688K Shares 5,583 Share Price $123.25 Est. Cost/Share $102.61 Unrealized @ Report Date +19.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value $673K Shares 2,971 Share Price $226.50 Est. Cost/Share $175.16 Unrealized @ Report Date +29.3%
RTX RTX CORPORATION COM 0.1%
Value $608K Shares 4,161 Share Price $146.02 Est. Cost/Share $120.79 Unrealized @ Report Date +19.9%
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value $601K Shares 5,599 Share Price $107.41 Est. Cost/Share $38.89 Unrealized @ Report Date +176.2%
GBIL ACCESS TREASURY 0-1 YEAR ETF 0.1%
Value $580K Shares 5,795 Share Price $100.14 Est. Cost/Share $100.00 Unrealized @ Report Date +0.1%
ADBE ADOBE INC COM 0.1%
Value $577K Shares 1,492 Share Price $386.90 Est. Cost/Share $542.76 Unrealized @ Report Date -28.7%
ADSK AUTODESK INC COM 0.1%
Value $522K Shares 1,686 Share Price $309.57 Est. Cost/Share $139.98 Unrealized @ Report Date +121.2%
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 0.0%
Value $471K Shares 19,402 Share Price $24.25 Est. Cost/Share $24.16 Unrealized @ Report Date +0.4%
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value $470K Shares 18,660 Share Price $25.18 Est. Cost/Share $25.18 Unrealized @ Report Date
TSLA TESLA INC COM 0.0%
Value $434K Shares 1,365 Share Price $317.76 Est. Cost/Share $271.91 Unrealized @ Report Date +16.8%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $404K Shares 6,606 Share Price $61.21 Est. Cost/Share $48.50 Unrealized @ Report Date +26.2%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value $399K Shares 1,948 Share Price $204.60 Est. Cost/Share $157.44 Unrealized @ Report Date +30.0%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value $382K Shares 2,205 Share Price $173.25 Est. Cost/Share $147.06 Unrealized @ Report Date +17.8%
CSCO CISCO SYS INC COM 0.0%
Value $347K Shares 5,006 Share Price $69.38 Est. Cost/Share $56.80 Unrealized @ Report Date +20.1%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value $341K Shares 627 Share Price $543.41 Est. Cost/Share $552.58 Unrealized @ Report Date -1.7%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value $333K Shares 4,545 Share Price $73.19 Est. Cost/Share $65.78 Unrealized @ Report Date +10.5%
PFE PFIZER INC COM 0.0%
Value $330K Shares 13,598 Share Price $24.24 * Est. Cost/Share $26.92 Unrealized @ Report Date -13.0%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value $322K Shares 812 Share Price $396.58 * Est. Cost/Share $36.10 Unrealized @ Report Date +83.1%
TRMB TRIMBLE INC COM 0.0%
Value $292K Shares 3,844 Share Price $75.98 Est. Cost/Share $37.50 Unrealized @ Report Date +102.6%
BA BOEING CO COM 0.0%
Value $289K Shares 1,378 Share Price $209.53 Est. Cost/Share $176.52 Unrealized @ Report Date +18.7%
MNDY MONDAY COM LTD SHS 0.0%
Value $263K Shares 837 Share Price $314.59 * Est. Cost/Share $236.88 Unrealized @ Report Date +17.5%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value $251K Shares 494 Share Price $508.96 Est. Cost/Share $288.45 Unrealized @ Report Date +76.6%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value $231K Shares 1,047 Share Price $220.99 Est. Cost/Share $234.53 Unrealized @ Report Date -7.5%
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 0.0%
Value $228K Shares 3,398 Share Price $67.03 Est. Cost/Share $50.26 Unrealized @ Report Date +33.4%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value $225K Shares 664 Share Price $339.36 Est. Cost/Share $211.69 Unrealized @ Report Date +60.4%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value $225K Shares 2,272 Share Price $99.02 Est. Cost/Share $96.18 Unrealized @ Report Date +2.0%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value $217K Shares 1,595 Share Price $136.35 Est. Cost/Share $115.53 Unrealized @ Report Date +18.0%
DINT DAVIS SELECT INTERNATIONAL ETF 0.0%
Value $214K Shares 8,275 Share Price $25.86 Est. Cost/Share $18.33 Unrealized @ Report Date +41.1%
INTC INTEL CORP COM 0.0%
Value $207K Shares 9,244 Share Price $22.40 Est. Cost/Share $23.04 Unrealized @ Report Date -2.8%
WMT WALMART INC COM 0.0%
Value $203K Shares 2,079 Share Price $97.80 Est. Cost/Share $59.97 Unrealized @ Report Date +62.3%
ACWI ISHARES MSCI ACWI ETF 0.0%
Value $198K Shares 1,540 Share Price $128.59 Est. Cost/Share $109.92 Unrealized @ Report Date +17.0%
XYZ BLOCK INC CL A 0.0%
Value $190K Shares 2,802 Share Price $67.93 Est. Cost/Share $74.18 Unrealized @ Report Date -8.4%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value $189K Shares 334 Share Price $566.06 Est. Cost/Share $442.21 Unrealized @ Report Date +28.1%
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value $187K Shares 2,000 Share Price $93.63 Est. Cost/Share $42.83 Unrealized @ Report Date +118.6%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value $183K Shares 1,376 Share Price $133.36 Est. Cost/Share $130.65 Unrealized @ Report Date +2.0%
VB VANGUARD SMALL-CAP ETF 0.0%
Value $175K Shares 740 Share Price $236.92 Est. Cost/Share $216.84 Unrealized @ Report Date +9.3%
QCOM QUALCOMM INC COM 0.0%
Value $166K Shares 1,042 Share Price $159.24 Est. Cost/Share $157.77 Unrealized @ Report Date -0.1%
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.0%
Value $164K Shares 1,750 Share Price $93.99 Est. Cost/Share $72.53 Unrealized @ Report Date +29.6%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value $163K Shares 2,635 Share Price $62.01 Est. Cost/Share $56.09 Unrealized @ Report Date +10.6%
OBDC BLUE OWL CAPITAL CORPORATION COM 0.0%
Value $152K Shares 10,629 Share Price $14.34 * Est. Cost/Share $13.13 Unrealized @ Report Date +2.9%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value $152K Shares 214 Share Price $708.84 Est. Cost/Share $537.36 Unrealized @ Report Date +30.4%
BX BLACKSTONE INC COM 0.0%
Value $150K Shares 1,002 Share Price $149.65 Est. Cost/Share $91.94 Unrealized @ Report Date +60.3%
AMGN AMGEN INC COM 0.0%
Value $133K Shares 476 Share Price $279.46 Est. Cost/Share $238.05 Unrealized @ Report Date +15.5%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value $131K Shares 549 Share Price $238.81 Est. Cost/Share $181.46 Unrealized @ Report Date +31.5%
FLEX FLEX LTD ORD 0.0%
Value $111K Shares 2,216 Share Price $49.92 Est. Cost/Share $30.75 Unrealized @ Report Date +62.3%
ABBV ABBVIE INC COM 0.0%
Value $109K Shares 589 Share Price $185.54 Est. Cost/Share $143.41 Unrealized @ Report Date +27.4%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value $108K Shares 234 Share Price $462.37 Est. Cost/Share $431.47 Unrealized @ Report Date +5.8%
ABT ABBOTT LABS COM 0.0%
Value $106K Shares 780 Share Price $136.03 Est. Cost/Share $98.63 Unrealized @ Report Date +36.7%
WFC WELLS FARGO CO NEW COM 0.0%
Value $93,636 Shares 1,169 Share Price $80.10 Est. Cost/Share $61.47 Unrealized @ Report Date +28.9%
PG PROCTER AND GAMBLE CO COM 0.0%
Value $90,203 Shares 566 Share Price $159.37 Est. Cost/Share $147.13 Unrealized @ Report Date +6.8%
MCD MCDONALDS CORP COM 0.0%
Value $86,843 Shares 297 Share Price $292.40 Est. Cost/Share $252.52 Unrealized @ Report Date +14.4%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value $85,750 Shares 307 Share Price $279.32 Est. Cost/Share $220.63 Unrealized @ Report Date +26.4%
GLD SPDR GOLD SHARES 0.0%
Value $83,828 Shares 275 Share Price $304.83 Est. Cost/Share $209.26 Unrealized @ Report Date +45.7%
FAS DIREXION DAILY FINANCIAL BULL 3X SHARES 0.0%
Value $83,511 Shares 495 Share Price $168.71 Est. Cost/Share $117.95 Unrealized @ Report Date +42.9%
EME EMCOR GROUP INC COM 0.0%
Value $80,552 Shares 151 Share Price $533.46 Est. Cost/Share $208.84 Unrealized @ Report Date +155.9%
SLGN SILGAN HLDGS INC COM 0.0%
Value $77,637 Shares 1,433 Share Price $54.18 Est. Cost/Share $42.14 Unrealized @ Report Date +28.6%
IMCB ISHARES MORNINGSTAR MID-CAP ETF 0.0%
Value $76,275 Shares 958 Share Price $79.62 Est. Cost/Share $77.07 Unrealized @ Report Date +3.4%
DIS DISNEY WALT CO COM 0.0%
Value $74,282 Shares 599 Share Price $124.01 Est. Cost/Share $106.29 Unrealized @ Report Date +15.9%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $73,422 Shares 1,392 Share Price $52.75 Est. Cost/Share $52.24 Unrealized @ Report Date +1.0%
CSL CARLISLE COS INC COM 0.0%
Value $71,990 Shares 193 Share Price $373.01 Est. Cost/Share $268.62 Unrealized @ Report Date +37.8%
SPXC SPX TECHNOLOGIES INC COM 0.0%
Value $71,264 Shares 425 Share Price $167.68 Est. Cost/Share $101.01 Unrealized @ Report Date
ADI ANALOG DEVICES INC COM 0.0%
Value $68,554 Shares 288 Share Price $238.03 Est. Cost/Share $178.40 Unrealized @ Report Date +32.4%
NKE NIKE INC CL B 0.0%
Value $67,681 Shares 953 Share Price $71.02 Est. Cost/Share $95.62 Unrealized @ Report Date -26.6%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value $62,436 Shares 209 Share Price $298.74 Est. Cost/Share $274.84 Unrealized @ Report Date +8.2%
PM PHILIP MORRIS INTL INC COM 0.0%
Value $62,106 Shares 341 Share Price $182.13 Est. Cost/Share $167.37 Unrealized @ Report Date +6.8%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value $61,129 Shares 450 Share Price $135.84 Est. Cost/Share $128.00 Unrealized @ Report Date +6.0%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value $58,500 Shares 167 Share Price $350.30 Est. Cost/Share $222.21 Unrealized @ Report Date +58.0%
CAT CATERPILLAR INC COM 0.0%
Value $58,135 Shares 150 Share Price $387.57 Est. Cost/Share $227.35 Unrealized @ Report Date +69.6%
PODD INSULET CORP COM 0.0%
Value $56,552 Shares 180 Share Price $314.18 Est. Cost/Share $171.53 Unrealized @ Report Date +83.2%
BMI BADGER METER INC COM 0.0%
Value $56,132 Shares 229 Share Price $245.12 Est. Cost/Share $143.50 Unrealized @ Report Date +69.9%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value $55,864 Shares 70 Share Price $798.06 Est. Cost/Share $676.29 Unrealized @ Report Date +18.5%
RDDT REDDIT INC CL A 0.0%
Value $55,711 Shares 370 Share Price $150.57 Est. Cost/Share $123.45 Unrealized @ Report Date +22.0%
ITT ITT INC COM 0.0%
Value $55,669 Shares 355 Share Price $156.81 Est. Cost/Share $105.13 Unrealized @ Report Date +49.2%
BCPC BALCHEM CORP COM 0.0%
Value $53,125 Shares 334 Share Price $159.06 Est. Cost/Share $125.74 Unrealized @ Report Date +25.8%
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value $52,864 Shares 233 Share Price $226.88 Est. Cost/Share $197.81 Unrealized @ Report Date +14.8%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value $49,369 Shares 1,067 Share Price $46.27 * Est. Cost/Share $53.45 Unrealized @ Report Date -16.7%
CWST CASELLA WASTE SYS INC CL A 0.0%
Value $46,152 Shares 400 Share Price $115.38 Est. Cost/Share $80.37 Unrealized @ Report Date +43.6%
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value $45,672 Shares 271 Share Price $168.53 Est. Cost/Share $143.29 Unrealized @ Report Date +17.3%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value $44,689 Shares 246 Share Price $181.66 Est. Cost/Share $160.58 Unrealized @ Report Date +13.2%
CSM PROSHARES LARGE CAP CORE PLUS 0.0%
Value $44,651 Shares 634 Share Price $70.43 Est. Cost/Share $45.62 Unrealized @ Report Date +54.5%
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value $43,884 Shares 1,307 Share Price $33.58 Est. Cost/Share $33.11 Unrealized @ Report Date +1.4%
PECO PHILLIPS EDISON & CO INC COMMON STOCK 0.0%
Value $42,506 Shares 1,213 Share Price $35.04 Est. Cost/Share $31.84 Unrealized @ Report Date
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value $41,929 Shares 505 Share Price $83.03 * Est. Cost/Share $30.41 Unrealized @ Report Date +36.5%
AFL AFLAC INC COM 0.0%
Value $38,912 Shares 369 Share Price $105.45 Est. Cost/Share $62.49 Unrealized @ Report Date +67.0%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value $38,769 Shares 292 Share Price $132.77 Est. Cost/Share $126.11 Unrealized @ Report Date +5.3%
BIDD ISHARES INTERNATIONAL DIVIDEND ACTIVE ETF 0.0%
Value $38,706 Shares 1,419 Share Price $27.28 Est. Cost/Share $24.67 Unrealized @ Report Date
HON HONEYWELL INTL INC COM 0.0%
Value $37,391 Shares 161 Share Price $232.24 * Est. Cost/Share $177.76 Unrealized @ Report Date +22.1%
COF CAPITAL ONE FINL CORP COM 0.0%
Value $36,823 Shares 173 Share Price $212.85 Est. Cost/Share $131.88 Unrealized @ Report Date +60.3%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value $36,781 Shares 726 Share Price $50.66 Est. Cost/Share $50.51 Unrealized @ Report Date +0.3%
RACE FERRARI N V COM 0.0%
Value $36,670 Shares 75 Share Price $488.93 Est. Cost/Share $293.67 Unrealized @ Report Date +67.1%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value $36,470 Shares 124 Share Price $294.11 Est. Cost/Share $233.94 Unrealized @ Report Date +24.5%
KIE SPDR S&P INSURANCE ETF 0.0%
Value $36,416 Shares 610 Share Price $59.70 Est. Cost/Share $56.73 Unrealized @ Report Date
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.0%
Value $35,253 Shares 1,690 Share Price $20.86 Est. Cost/Share $24.39 Unrealized @ Report Date -14.5%
PSTG PURE STORAGE INC CL A 0.0%
Value $35,239 Shares 612 Share Price $57.58 Est. Cost/Share $32.93 Unrealized @ Report Date +74.9%
TGT TARGET CORP COM 0.0%
Value $34,619 Shares 351 Share Price $98.63 * Est. Cost/Share $157.63 Unrealized @ Report Date -38.9%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value $33,834 Shares 782 Share Price $43.27 * Est. Cost/Share $40.35 Unrealized @ Report Date +3.7%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value $32,284 Shares 337 Share Price $95.80 Est. Cost/Share $94.55 Unrealized @ Report Date +1.3%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value $29,640 Shares 184 Share Price $161.09 * Est. Cost/Share $152.73 Unrealized @ Report Date +2.8%
PEP PEPSICO INC COM 0.0%
Value $29,436 Shares 223 Share Price $132.00 Est. Cost/Share $158.74 Unrealized @ Report Date -18.4%
APG API GROUP CORP COM STK 0.0%
Value $29,201 Shares 572 Share Price $51.05 * Est. Cost/Share $11.55 Unrealized @ Report Date +194.7%
GEV GE VERNOVA INC COM 0.0%
Value $28,593 Shares 54 Share Price $529.50 Est. Cost/Share $311.89 Unrealized @ Report Date +69.5%
HWM HOWMET AEROSPACE INC COM 0.0%
Value $28,517 Shares 153 Share Price $186.39 Est. Cost/Share $109.18 Unrealized @ Report Date +70.3%
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value $26,730 Shares 275 Share Price $97.20 Est. Cost/Share $77.48 Unrealized @ Report Date +25.2%
AMAT APPLIED MATLS INC COM 0.0%
Value $26,010 Shares 142 Share Price $183.17 Est. Cost/Share $145.81 Unrealized @ Report Date +25.0%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value $25,494 Shares 101 Share Price $252.42 * Est. Cost/Share $109.77 Unrealized @ Report Date +15.3%
TXN TEXAS INSTRS INC COM 0.0%
Value $25,237 Shares 122 Share Price $206.86 Est. Cost/Share $158.59 Unrealized @ Report Date +28.8%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value $24,975 Shares 284 Share Price $87.94 * Est. Cost/Share $42.39 Unrealized @ Report Date +3.6%
AI C3 AI INC CL A 0.0%
Value $24,570 Shares 1,000 Share Price $24.57 * Est. Cost/Share $22.86 Unrealized @ Report Date 0.0%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value $23,441 Shares 4 Share Price $5860.25 Est. Cost/Share $1867.55 Unrealized @ Report Date +208.9%
GEN GEN DIGITAL INC COM 0.0%
Value $23,411 Shares 796 Share Price $29.41 Est. Cost/Share $20.66 Unrealized @ Report Date +41.0%
HEI HEICO CORP NEW COM 0.0%
Value $23,299 Shares 71 Share Price $328.15 Est. Cost/Share $259.07 Unrealized @ Report Date +26.6%
COKE COCA COLA CONS INC COM 0.0%
Value $22,901 Shares 205 Share Price $111.71 Est. Cost/Share $115.12 Unrealized @ Report Date -3.6%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value $22,881 Shares 219 Share Price $104.48 Est. Cost/Share $103.97 Unrealized @ Report Date +0.5%
MOD MODINE MFG CO COM 0.0%
Value $22,009 Shares 223 Share Price $98.70 Est. Cost/Share $48.90 Unrealized @ Report Date +101.4%
OSCR OSCAR HEALTH INC CL A 0.0%
Value $21,440 Shares 1,000 Share Price $21.44 Est. Cost/Share $14.87 Unrealized @ Report Date +44.2%
JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF 0.0%
Value $21,310 Shares 473 Share Price $45.05 Est. Cost/Share $44.51 Unrealized @ Report Date +1.2%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value $21,166 Shares 232 Share Price $91.23 Est. Cost/Share $52.67 Unrealized @ Report Date +71.2%
NXT NEXTRACKER INC CLASS A COM 0.0%
Value $20,932 Shares 385 Share Price $54.37 Est. Cost/Share $41.68 Unrealized @ Report Date +30.4%
BP BP PLC SPONSORED ADR 0.0%
Value $20,102 Shares 672 Share Price $29.91 Est. Cost/Share $30.92 Unrealized @ Report Date -3.2%
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.0%
Value $20,059 Shares 268 Share Price $74.85 Est. Cost/Share $69.40 Unrealized @ Report Date +7.9%
LOW LOWES COS INC COM 0.0%
Value $19,848 Shares 89 Share Price $223.01 Est. Cost/Share $197.77 Unrealized @ Report Date +11.0%
DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND 0.0%
Value $19,239 Shares 242 Share Price $79.50 Est. Cost/Share $79.50 Unrealized @ Report Date
AHR AMERICAN HEALTHCARE REIT INC COM SHS 0.0%
Value $18,606 Shares 506 Share Price $36.77 Est. Cost/Share $26.10 Unrealized @ Report Date
PSI INVESCO SEMICONDUCTORS ETF 0.0%
Value $18,121 Shares 302 Share Price $60.00 Est. Cost/Share $60.00 Unrealized @ Report Date
GBDC GOLUB CAP BDC INC COM 0.0%
Value $17,609 Shares 1,202 Share Price $14.65 * Est. Cost/Share $13.68 Unrealized @ Report Date +1.4%
MO ALTRIA GROUP INC COM 0.0%
Value $17,589 Shares 300 Share Price $58.63 * Est. Cost/Share $55.95 Unrealized @ Report Date +1.3%
NDAQ NASDAQ INC COM 0.0%
Value $16,877 Shares 189 Share Price $89.30 Est. Cost/Share $76.22 Unrealized @ Report Date +16.6%
WBS WEBSTER FINL CORP COM 0.0%
Value $15,837 Shares 290 Share Price $54.61 Est. Cost/Share $49.74 Unrealized @ Report Date +9.8%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value $15,680 Shares 66 Share Price $237.58 Est. Cost/Share $328.87 Unrealized @ Report Date -27.8%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value $15,596 Shares 155 Share Price $100.62 Est. Cost/Share $88.88 Unrealized @ Report Date +13.3%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value $15,418 Shares 70 Share Price $220.26 Est. Cost/Share $219.20 Unrealized @ Report Date -0.1%
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value $15,280 Shares 320 Share Price $47.75 Est. Cost/Share $36.81 Unrealized @ Report Date +29.7%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value $15,005 Shares 124 Share Price $121.01 Est. Cost/Share $100.03 Unrealized @ Report Date +21.0%
IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF 0.0%
Value $13,681 Shares 180 Share Price $76.01 Est. Cost/Share $72.75 Unrealized @ Report Date +4.4%
WDAY WORKDAY INC CL A 0.0%
Value $13,440 Shares 56 Share Price $240.00 Est. Cost/Share $255.47 Unrealized @ Report Date -6.1%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value $13,372 Shares 323 Share Price $41.40 Est. Cost/Share $41.06 Unrealized @ Report Date +0.9%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value $13,260 Shares 396 Share Price $33.48 Est. Cost/Share $33.48 Unrealized @ Report Date
IOT SAMSARA INC COM CL A 0.0%
Value $12,894 Shares 324 Share Price $39.80 Est. Cost/Share $34.49 Unrealized @ Report Date +15.3%
MRK MERCK & CO INC COM 0.0%
Value $12,816 Shares 162 Share Price $79.11 Est. Cost/Share $94.07 Unrealized @ Report Date -17.4%
VTRS VIATRIS INC COM 0.0%
Value $12,598 Shares 1,411 Share Price $8.93 * Est. Cost/Share $10.87 Unrealized @ Report Date -19.7%
PSR INVESCO ACTIVE U.S. REAL ESTATE FUND 0.0%
Value $12,499 Shares 137 Share Price $91.23 Est. Cost/Share $91.23 Unrealized @ Report Date
PULS PGIM ULTRA SHORT BOND ETF 0.0%
Value $12,290 Shares 247 Share Price $49.76 Est. Cost/Share $49.59 Unrealized @ Report Date +0.3%
JAAA JANUS HENDERSON AAA CLO ETF 0.0%
Value $12,233 Shares 241 Share Price $50.76 Est. Cost/Share $50.49 Unrealized @ Report Date +0.5%
MKL MARKEL GROUP INC COM 0.0%
Value $11,984 Shares 6 Share Price $1997.33 Est. Cost/Share $1466.28 Unrealized @ Report Date +36.2%
CI THE CIGNA GROUP COM 0.0%
Value $11,542 Shares 35 Share Price $329.77 Est. Cost/Share $283.25 Unrealized @ Report Date +15.5%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value $11,454 Shares 432 Share Price $26.51 Est. Cost/Share $26.12 Unrealized @ Report Date +1.5%
ZS ZSCALER INC COM 0.0%
Value $11,372 Shares 36 Share Price $315.89 Est. Cost/Share $177.98 Unrealized @ Report Date +76.4%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value $11,193 Shares 371 Share Price $30.17 Est. Cost/Share $30.00 Unrealized @ Report Date +0.6%
KMI KINDER MORGAN INC DEL COM 0.0%
Value $10,819 Shares 368 Share Price $29.40 * Est. Cost/Share $26.76 Unrealized @ Report Date +7.5%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value $10,655 Shares 238 Share Price $44.77 Est. Cost/Share $43.98 Unrealized @ Report Date +1.6%
BBLU EA BRIDGEWAY BLUE CHIP ETF 0.0%
Value $10,646 Shares 774 Share Price $13.75 Est. Cost/Share $13.75 Unrealized @ Report Date
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value $10,636 Shares 343 Share Price $31.01 Est. Cost/Share $31.01 Unrealized @ Report Date
JOBY JOBY AVIATION INC COMMON STOCK 0.0%
Value $10,550 Shares 1,000 Share Price $10.55 * Est. Cost/Share $7.24 Unrealized @ Report Date 0.0%
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.0%
Value $10,022 Shares 200 Share Price $50.11 Est. Cost/Share $50.11 Unrealized @ Report Date
KO COCA COLA CO COM 0.0%
Value $9,976 Shares 141 Share Price $70.75 Est. Cost/Share $69.79 Unrealized @ Report Date -0.1%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value $9,818 Shares 121 Share Price $81.14 Est. Cost/Share $76.59 Unrealized @ Report Date +5.0%
VIOG VANGUARD S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value $9,612 Shares 84 Share Price $114.43 Est. Cost/Share $114.43 Unrealized @ Report Date
MS MORGAN STANLEY COM NEW 0.0%
Value $9,578 Shares 68 Share Price $140.85 Est. Cost/Share $117.33 Unrealized @ Report Date +18.5%
TECK TECK RESOURCES LTD CL B 0.0%
Value $9,465 Shares 234 Share Price $40.45 Est. Cost/Share $40.15 Unrealized @ Report Date +0.6%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value $9,159 Shares 108 Share Price $84.81 * Est. Cost/Share $43.30 Unrealized @ Report Date -2.1%
SCHJ SCHWAB 1-5 YEAR CORPORATE BOND ETF 0.0%
Value $9,064 Shares 365 Share Price $24.83 Est. Cost/Share $24.59 Unrealized @ Report Date +0.9%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value $8,732 Shares 74 Share Price $118.00 Est. Cost/Share $115.43 Unrealized @ Report Date +0.5%
BIDU BAIDU INC SPON ADR REP A 0.0%
Value $8,576 Shares 100 Share Price $85.76 Est. Cost/Share $105.29 Unrealized @ Report Date
PJP INVESCO PHARMACEUTICALS ETF 0.0%
Value $8,334 Shares 104 Share Price $80.13 Est. Cost/Share $80.13 Unrealized @ Report Date
TFC TRUIST FINL CORP COM 0.0%
Value $8,297 Shares 193 Share Price $42.99 * Est. Cost/Share $38.00 Unrealized @ Report Date +10.5%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value $8,293 Shares 46 Share Price $180.28 Est. Cost/Share $125.81 Unrealized @ Report Date +41.5%
OC OWENS CORNING NEW COM 0.0%
Value $8,272 Shares 60 Share Price $137.87 Est. Cost/Share $153.13 Unrealized @ Report Date -10.2%
CB CHUBB LIMITED COM 0.0%
Value $8,250 Shares 28 Share Price $294.64 Est. Cost/Share $241.21 Unrealized @ Report Date +20.1%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value $8,187 Shares 40 Share Price $204.68 Est. Cost/Share $192.81 Unrealized @ Report Date +6.1%
AMP AMERIPRISE FINL INC COM 0.0%
Value $7,892 Shares 15 Share Price $526.13 Est. Cost/Share $294.65 Unrealized @ Report Date +79.9%
OEF ISHARES S&P 100 ETF 0.0%
Value $7,685 Shares 25 Share Price $307.40 Est. Cost/Share $267.19 Unrealized @ Report Date +13.9%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value $7,011 Shares 123 Share Price $57.00 Est. Cost/Share $53.48 Unrealized @ Report Date +6.6%
PH PARKER-HANNIFIN CORP COM 0.0%
Value $6,985 Shares 10 Share Price $698.50 Est. Cost/Share $628.26 Unrealized @ Report Date +10.7%
GIS GENERAL MLS INC COM 0.0%
Value $6,683 Shares 129 Share Price $51.81 * Est. Cost/Share $53.78 Unrealized @ Report Date -6.0%
FEP FIRST TRUST EUROPE ALPHADEX FUND 0.0%
Value $6,681 Shares 140 Share Price $47.72 Est. Cost/Share $31.01 Unrealized @ Report Date +54.1%
CMCSA COMCAST CORP NEW CL A 0.0%
Value $6,679 Shares 187 Share Price $35.72 * Est. Cost/Share $33.93 Unrealized @ Report Date +3.1%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value $6,655 Shares 75 Share Price $88.73 Est. Cost/Share $88.20 Unrealized @ Report Date +1.0%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value $6,352 Shares 379 Share Price $16.76 Est. Cost/Share $14.70 Unrealized @ Report Date +12.0%
F FORD MTR CO COM 0.0%
Value $6,303 Shares 581 Share Price $10.85 * Est. Cost/Share $10.09 Unrealized @ Report Date +4.9%
IPAY AMPLIFY DIGITAL PAYMENTS ETF 0.0%
Value $6,227 Shares 104 Share Price $59.88 Est. Cost/Share $57.66 Unrealized @ Report Date +3.9%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value $6,034 Shares 20 Share Price $301.70 Est. Cost/Share $276.89 Unrealized @ Report Date +9.8%
YIELDMAX MSTR OPTION INCOME STRATEGY ETF 0.0%
Value $5,968 Shares 269 Share Price $22.19 Est. Cost/Share $20.71 Unrealized @ Report Date
NEE NEXTERA ENERGY INC COM 0.0%
Value $5,741 Shares 83 Share Price $69.17 Est. Cost/Share $68.22 Unrealized @ Report Date +0.3%
WEC WEC ENERGY GROUP INC COM 0.0%
Value $5,731 Shares 55 Share Price $104.20 Est. Cost/Share $104.25 Unrealized @ Report Date -1.7%
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value $5,686 Shares 65 Share Price $87.48 Est. Cost/Share $81.34 Unrealized @ Report Date +7.2%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value $5,647 Shares 17 Share Price $332.18 Est. Cost/Share $282.18 Unrealized @ Report Date +16.8%
VGLT VANGUARD LONG-TERM TREASURY ETF 0.0%
Value $5,634 Shares 100 Share Price $56.34 Est. Cost/Share $55.44 Unrealized @ Report Date +1.2%
COP CONOCOPHILLIPS COM 0.0%
Value $5,604 Shares 62 Share Price $90.39 * Est. Cost/Share $108.90 Unrealized @ Report Date -19.0%
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value $5,337 Shares 18 Share Price $296.50 * Est. Cost/Share $287.46 Unrealized @ Report Date -0.1%
SPYI NEOS S&P 500 HIGH INCOME ETF 0.0%
Value $5,294 Shares 105 Share Price $50.42 Est. Cost/Share $47.72 Unrealized @ Report Date
FAST FASTENAL CO COM 0.0%
Value $5,208 Shares 124 Share Price $42.00 Est. Cost/Share $40.11 Unrealized @ Report Date +3.7%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value $5,200 Shares 21 Share Price $247.62 Est. Cost/Share $243.42 Unrealized @ Report Date +2.0%
FDX FEDEX CORP COM 0.0%
Value $5,151 Shares 23 Share Price $223.96 Est. Cost/Share $159.30 Unrealized @ Report Date +41.1%
KVUE KENVUE INC COM 0.0%
Value $5,128 Shares 245 Share Price $20.93 * Est. Cost/Share $22.15 Unrealized @ Report Date -7.6%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value $4,776 Shares 95 Share Price $50.27 Est. Cost/Share $49.94 Unrealized @ Report Date +0.7%
LITE LUMENTUM HLDGS INC COM 0.0%
Value $4,753 Shares 50 Share Price $95.06 Est. Cost/Share $54.12 Unrealized @ Report Date +75.6%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value $4,698 Shares 19 Share Price $247.26 Est. Cost/Share $237.16 Unrealized @ Report Date +2.9%
GPC GENUINE PARTS CO COM 0.0%
Value $4,367 Shares 36 Share Price $121.31 Est. Cost/Share $117.78 Unrealized @ Report Date +1.4%
BLK BLACKROCK INC COM 0.0%
Value $4,219 Shares 4 Share Price $1054.75 Est. Cost/Share $933.09 Unrealized @ Report Date +11.4%
HAS HASBRO INC COM 0.0%
Value $4,160 Shares 56 Share Price $74.29 * Est. Cost/Share $55.78 Unrealized @ Report Date +30.0%
ES EVERSOURCE ENERGY COM 0.0%
Value $4,072 Shares 64 Share Price $63.63 * Est. Cost/Share $59.90 Unrealized @ Report Date +3.8%
ETH GRAYSCALE ETHEREUM MINI TRUST ETF 0.0%
Value $4,009 Shares 169 Share Price $23.72 Est. Cost/Share $28.98 Unrealized @ Report Date -18.2%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value $3,849 Shares 86 Share Price $44.76 Est. Cost/Share $38.54 Unrealized @ Report Date +14.1%
BDX BECTON DICKINSON & CO COM 0.0%
Value $3,813 Shares 22 Share Price $173.32 Est. Cost/Share $180.47 Unrealized @ Report Date -5.6%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value $3,770 Shares 76 Share Price $49.61 Est. Cost/Share $46.28 Unrealized @ Report Date +6.9%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value $3,663 Shares 18 Share Price $203.50 Est. Cost/Share $199.04 Unrealized @ Report Date +0.4%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value $3,632 Shares 31 Share Price $117.16 * Est. Cost/Share $20.46 Unrealized @ Report Date +14.5%
TSSI TSS INC DEL COM 0.0%
Value $3,460 Shares 120 Share Price $28.83 Est. Cost/Share $13.15 Unrealized @ Report Date +119.3%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value $3,287 Shares 255 Share Price $12.89 Est. Cost/Share $16.99 Unrealized @ Report Date
CNH CNH INDL N V SHS 0.0%
Value $3,227 Shares 249 Share Price $12.96 Est. Cost/Share $12.23 Unrealized @ Report Date +6.0%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value $3,189 Shares 76 Share Price $41.96 Est. Cost/Share $19.71 Unrealized @ Report Date +112.9%
CVS CVS HEALTH CORP COM 0.0%
Value $3,173 Shares 46 Share Price $68.98 Est. Cost/Share $64.19 Unrealized @ Report Date +5.4%
CINF CINCINNATI FINL CORP COM 0.0%
Value $3,127 Shares 21 Share Price $148.90 Est. Cost/Share $140.91 Unrealized @ Report Date +4.6%
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 0.0%
Value $2,949 Shares 101 Share Price $29.20 Est. Cost/Share $31.81 Unrealized @ Report Date
GSK GSK PLC SPONSORED ADR 0.0%
Value $2,918 Shares 76 Share Price $38.39 Est. Cost/Share $38.21 Unrealized @ Report Date +0.5%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value $2,887 Shares 9 Share Price $320.78 Est. Cost/Share $327.56 Unrealized @ Report Date -2.7%
TWLO TWILIO INC CL A 0.0%
Value $2,736 Shares 22 Share Price $124.36 Est. Cost/Share $58.93 Unrealized @ Report Date +111.0%
PPG PPG INDS INC COM 0.0%
Value $2,730 Shares 24 Share Price $113.75 Est. Cost/Share $106.34 Unrealized @ Report Date +5.5%
OMC OMNICOM GROUP INC COM 0.0%
Value $2,518 Shares 35 Share Price $71.94 Est. Cost/Share $71.94 Unrealized @ Report Date -1.9%
YUM YUM BRANDS INC COM 0.0%
Value $2,449 Shares 17 Share Price $144.06 Est. Cost/Share $121.42 Unrealized @ Report Date +20.9%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value $2,278 Shares 14 Share Price $162.71 Est. Cost/Share $221.24 Unrealized @ Report Date -27.5%
GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF 0.0%
Value $2,268 Shares 100 Share Price $22.68 Est. Cost/Share $19.91 Unrealized @ Report Date +13.9%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value $2,106 Shares 4 Share Price $526.50 Est. Cost/Share $834.60 Unrealized @ Report Date -37.3%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value $2,027 Shares 5 Share Price $405.40 Est. Cost/Share $417.06 Unrealized @ Report Date -2.9%
ALC ALCON AG ORD SHS 0.0%
Value $1,858 Shares 21 Share Price $88.48 Est. Cost/Share $89.55 Unrealized @ Report Date -1.4%
BIPC BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A 0.0%
Value $1,803 Shares 43 Share Price $41.93 * Est. Cost/Share $37.46 Unrealized @ Report Date +8.8%
WSO WATSCO INC COM 0.0%
Value $1,766 Shares 4 Share Price $441.50 Est. Cost/Share $463.89 Unrealized @ Report Date -4.8%
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 0.0%
Value $1,755 Shares 23 Share Price $76.30 Est. Cost/Share $76.30 Unrealized @ Report Date
ZTS ZOETIS INC CL A 0.0%
Value $1,715 Shares 11 Share Price $155.91 Est. Cost/Share $157.38 Unrealized @ Report Date -1.6%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value $1,507 Shares 62 Share Price $24.31 Est. Cost/Share $31.74 Unrealized @ Report Date -23.3%
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value $1,461 Shares 339 Share Price $4.31 Est. Cost/Share $4.31 Unrealized @ Report Date
BF/B BROWN FORMAN CORP CL B 0.0%
Value $1,399 Shares 52 Share Price $26.90 Est. Cost/Share $31.40 Unrealized @ Report Date -15.6%
ABNB AIRBNB INC COM CL A 0.0%
Value $1,323 Shares 10 Share Price $132.30 Est. Cost/Share $110.83 Unrealized @ Report Date +19.4%
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value $1,017 Shares 14 Share Price $72.64 * Est. Cost/Share $70.79 Unrealized @ Report Date -0.5%
HLN HALEON PLC SPON ADS 0.0%
Value $985 Shares 95 Share Price $10.37 Est. Cost/Share $10.55 Unrealized @ Report Date -1.7%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value $766 Shares 11 Share Price $69.64 Est. Cost/Share $64.93 Unrealized @ Report Date +6.4%
FSLR FIRST SOLAR INC COM 0.0%
Value $662 Shares 4 Share Price $165.50 Est. Cost/Share $199.06 Unrealized @ Report Date -16.8%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value $634 Shares 14 Share Price $45.29 Est. Cost/Share $49.82 Unrealized @ Report Date -10.3%
SATS ECHOSTAR CORP CL A 0.0%
Value $573 Shares 21 Share Price $27.29 Est. Cost/Share $15.07 Unrealized @ Report Date +83.8%
OGN ORGANON & CO COMMON STOCK 0.0%
Value $449 Shares 46 Share Price $9.76 Est. Cost/Share $21.44 Unrealized @ Report Date -55.1%
MDT MEDTRONIC PLC SHS 0.0%
Value $320 Shares 4 Share Price $80.00 * Est. Cost/Share $76.56 Unrealized @ Report Date +13.0%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value $256 Shares 2 Share Price $128.00 * Est. Cost/Share $89.80 Unrealized @ Report Date +59.8%
AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A 0.0%
Value $243 Shares 30 Share Price $8.10 Est. Cost/Share $2.24 Unrealized @ Report Date +260.9%
TLPH TALPHERA INC COM NEW 0.0%
Value $63 Shares 137 Share Price $0.46 Est. Cost/Share $2.81 Unrealized @ Report Date -83.6%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value $50 Shares 1 Share Price $50.00 * Est. Cost/Share $90.03 Unrealized @ Report Date +2.9%
OMEX ODYSSEY MARINE EXPL INC COM NEW 0.0%
Value $11 Shares 9 Share Price $1.22 Est. Cost/Share $3.13 Unrealized @ Report Date -62.2%
SIFY SIFY TECHNOLOGIES LTD SPONSORED ADR 0.0%
Value $9 Shares 2 Share Price $4.50 Est. Cost/Share $6.37 Unrealized @ Report Date -27.9%