St. Johns Investment Management Company, LLC Diversified Active

CIK: 0001605522 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 27, 2025

Total Value ($000): $235,242 (100.0% shares, 0.0% debt)

Holdings (204)

SCHX SCHWAB STRATEGIC TR 11.1%
Value ($000) $26,141 Shares 992,448 Est. Cost $33.31 Unrealized
AAPL APPLE INC 5.6%
Value ($000) $13,100 Shares 51,448 Est. Cost $98.53 Unrealized +128.9%
SCHA SCHWAB STRATEGIC TR 5.1%
Value ($000) $12,054 Shares 432,043 Est. Cost $38.49 Unrealized
SCHM SCHWAB STRATEGIC TR 5.1%
Value ($000) $11,960 Shares 403,521 Est. Cost $34.24 Unrealized
SPY SPDR S&P 500 ETF TR 4.4%
Value ($000) $10,422 Shares 15,645 Est. Cost $257.54 Unrealized
MSFT MICROSOFT CORP 3.9%
Value ($000) $9,246 Shares 17,852 Est. Cost $240.00 Unrealized +112.0%
GLD SPDR GOLD TR 3.2%
Value ($000) $7,514 Shares 21,137 Est. Cost $173.59 Unrealized
IVV ISHARES TR 2.6%
Value ($000) $6,221 Shares 9,295 Est. Cost $330.72 Unrealized
SCHD SCHWAB STRATEGIC TR 2.6%
Value ($000) $6,067 Shares 222,235 Est. Cost $40.49 Unrealized
XLK SELECT SECTOR SPDR TR 2.4%
Value ($000) $5,593 Shares 19,844 Est. Cost $75.88 Unrealized
IWR ISHARES TR 2.3%
Value ($000) $5,453 Shares 56,475 Est. Cost $71.32 Unrealized
NVDA NVIDIA CORPORATION 2.3%
Value ($000) $5,345 Shares 28,648 Est. Cost $95.93 Unrealized +81.7%
IWM ISHARES TR 2.2%
Value ($000) $5,185 Shares 21,429 Est. Cost $142.25 Unrealized
AMZN AMAZON COM INC 2.2%
Value ($000) $5,163 Shares 23,512 Est. Cost $130.48 Unrealized +73.5%
GOOGL ALPHABET INC 2.1%
Value ($000) $4,922 Shares 20,247 Est. Cost $107.15 Unrealized +95.2%
META META PLATFORMS INC 1.8%
Value ($000) $4,204 Shares 5,724 Est. Cost $196.88 Unrealized +277.5%
WMT WALMART INC 1.7%
Value ($000) $4,006 Shares 38,868 Est. Cost $49.08 Unrealized +102.2%
AXP AMERICAN EXPRESS CO 1.5%
Value ($000) $3,639 Shares 10,957 Est. Cost $80.39 Unrealized +293.8%
JPM JPMORGAN CHASE & CO. 1.5%
Value ($000) $3,567 Shares 11,308 Est. Cost $69.37 Unrealized +326.6%
BAC BANK AMERICA CORP 1.2%
Value ($000) $2,925 Shares 56,704 Est. Cost $16.27 Unrealized +197.1%
ORCL ORACLE CORP 1.2%
Value ($000) $2,904 Shares 10,324 Est. Cost $39.49 Unrealized +543.7%
XLC SELECT SECTOR SPDR TR 1.2%
Value ($000) $2,901 Shares 24,512 Est. Cost $58.00 Unrealized
XLF SELECT SECTOR SPDR TR 1.1%
Value ($000) $2,615 Shares 48,549 Est. Cost $28.67 Unrealized
XLI SELECT SECTOR SPDR TR 1.1%
Value ($000) $2,473 Shares 16,037 Est. Cost $84.89 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 1.0%
Value ($000) $2,429 Shares 4,076 Est. Cost $250.53 Unrealized
XOM EXXON MOBIL CORP 0.8%
Value ($000) $1,976 Shares 17,525 Est. Cost $64.73 Unrealized +69.5%
CMI CUMMINS INC 0.8%
Value ($000) $1,953 Shares 4,625 Est. Cost $130.48 Unrealized +191.8%
MCD MCDONALDS CORP 0.8%
Value ($000) $1,929 Shares 6,348 Est. Cost $100.85 Unrealized +198.9%
HD HOME DEPOT INC 0.8%
Value ($000) $1,915 Shares 4,726 Est. Cost $199.33 Unrealized +95.2%
QCOM QUALCOMM INC 0.8%
Value ($000) $1,870 Shares 11,241 Est. Cost $77.62 Unrealized +102.5%
V VISA INC 0.8%
Value ($000) $1,825 Shares 5,345 Est. Cost $226.99 Unrealized +52.1%
SYK STRYKER CORPORATION 0.8%
Value ($000) $1,816 Shares 4,912 Est. Cost $88.74 Unrealized +333.3%
TFC TRUIST FINL CORP 0.7%
Value ($000) $1,747 Shares 38,215 Est. Cost $39.50 Unrealized +12.3%
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $1,740 Shares 1,880 Est. Cost $558.02 Unrealized +71.4%
XLV SELECT SECTOR SPDR TR 0.7%
Value ($000) $1,739 Shares 12,496 Est. Cost $75.35 Unrealized
GLW CORNING INC 0.7%
Value ($000) $1,536 Shares 18,722 Est. Cost $22.66 Unrealized +186.8%
CRM SALESFORCE INC 0.6%
Value ($000) $1,520 Shares 6,415 Est. Cost $182.92 Unrealized +37.5%
AMGN AMGEN INC 0.6%
Value ($000) $1,509 Shares 5,348 Est. Cost $134.81 Unrealized +112.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $1,493 Shares 2,970 Est. Cost $389.66 Unrealized +24.3%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $1,489 Shares 8,032 Est. Cost $75.55 Unrealized +124.4%
ABT ABBOTT LABS 0.6%
Value ($000) $1,300 Shares 9,709 Est. Cost $38.60 Unrealized +238.4%
KO COCA COLA CO 0.6%
Value ($000) $1,299 Shares 19,581 Est. Cost $31.74 Unrealized +114.0%
LOW LOWES COS INC 0.6%
Value ($000) $1,295 Shares 5,153 Est. Cost $54.80 Unrealized +345.6%
MRK MERCK & CO INC 0.5%
Value ($000) $1,288 Shares 15,341 Est. Cost $51.50 Unrealized +57.3%
CSCO CISCO SYS INC 0.5%
Value ($000) $1,254 Shares 18,324 Est. Cost $22.95 Unrealized +193.6%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $1,221 Shares 3,536 Est. Cost $326.64 Unrealized -8.5%
GD GENERAL DYNAMICS CORP 0.5%
Value ($000) $1,194 Shares 3,501 Est. Cost $212.71 Unrealized +47.5%
AMD ADVANCED MICRO DEVICES INC 0.5%
Value ($000) $1,189 Shares 7,350 Est. Cost $139.99 Unrealized +15.3%
NOC NORTHROP GRUMMAN CORP 0.5%
Value ($000) $1,183 Shares 1,942 Est. Cost $146.83 Unrealized +283.6%
XLY SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,139 Shares 4,754 Est. Cost $96.37 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,111 Shares 7,152 Est. Cost $91.26 Unrealized +66.9%
FITB FIFTH THIRD BANCORP 0.5%
Value ($000) $1,104 Shares 24,775 Est. Cost $25.90 Unrealized +66.2%
MET METLIFE INC 0.4%
Value ($000) $1,026 Shares 12,457 Est. Cost $43.35 Unrealized +79.7%
PEP PEPSICO INC 0.4%
Value ($000) $1,023 Shares 7,282 Est. Cost $66.75 Unrealized +110.4%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $988 Shares 1,979 Est. Cost $445.90 Unrealized +0.5%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $983 Shares 13,018 Est. Cost $64.52 Unrealized +11.9%
DE DEERE & CO 0.4%
Value ($000) $979 Shares 2,141 Est. Cost $96.01 Unrealized +410.0%
ABBV ABBVIE INC 0.4%
Value ($000) $977 Shares 4,219 Est. Cost $93.84 Unrealized +115.2%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $966 Shares 6,290 Est. Cost $61.93 Unrealized +150.1%
PANW PALO ALTO NETWORKS INC 0.4%
Value ($000) $953 Shares 4,680 Est. Cost $185.98 Unrealized +2.9%
ACN ACCENTURE PLC IRELAND 0.4%
Value ($000) $935 Shares 3,791 Est. Cost $98.05 Unrealized +165.8%
SO SOUTHERN CO 0.4%
Value ($000) $908 Shares 9,582 Est. Cost $37.99 Unrealized +142.7%
T AT&T INC 0.4%
Value ($000) $882 Shares 31,230 Est. Cost $15.86 Unrealized +77.0%
XHB SPDR SERIES TRUST 0.4%
Value ($000) $880 Shares 7,938 Est. Cost $98.76 Unrealized
KR KROGER CO 0.4%
Value ($000) $853 Shares 12,651 Est. Cost $25.72 Unrealized +168.5%
DD DUPONT DE NEMOURS INC 0.4%
Value ($000) $844 Shares 10,839 Est. Cost $28.40 Unrealized +9.7%
ALL ALLSTATE CORP 0.4%
Value ($000) $836 Shares 3,897 Est. Cost $64.94 Unrealized +208.3%
ECL ECOLAB INC 0.4%
Value ($000) $834 Shares 3,046 Est. Cost $181.30 Unrealized +49.1%
VLO VALERO ENERGY CORP 0.3%
Value ($000) $822 Shares 4,827 Est. Cost $64.90 Unrealized +127.8%
FTNT FORTINET INC 0.3%
Value ($000) $812 Shares 9,658 Est. Cost $97.65 Unrealized -8.6%
CVS CVS HEALTH CORP 0.3%
Value ($000) $766 Shares 10,161 Est. Cost $60.52 Unrealized +12.1%
DIS DISNEY WALT CO 0.3%
Value ($000) $759 Shares 6,625 Est. Cost $82.24 Unrealized +42.3%
FDX FEDEX CORP 0.3%
Value ($000) $756 Shares 3,204 Est. Cost $182.68 Unrealized +25.0%
UNP UNION PAC CORP 0.3%
Value ($000) $750 Shares 3,175 Est. Cost $224.25 Unrealized -0.5%
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $749 Shares 8,384 Est. Cost $68.54 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $662 Shares 25,993 Est. Cost $22.49 Unrealized +7.3%
SBUX STARBUCKS CORP 0.3%
Value ($000) $642 Shares 7,588 Est. Cost $83.66 Unrealized +5.9%
IGM ISHARES TR 0.3%
Value ($000) $619 Shares 4,918 Est. Cost $88.84 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $610 Shares 13,879 Est. Cost $29.67 Unrealized +43.2%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $540 Shares 6,469 Est. Cost $125.23 Unrealized -29.6%
AWK AMERICAN WTR WKS CO INC NEW 0.2%
Value ($000) $538 Shares 3,864 Est. Cost $135.75 Unrealized +3.2%
GOOG ALPHABET INC 0.1%
Value ($000) $341 Shares 1,400 Est. Cost $107.52 Unrealized +95.2%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.1%
Value ($000) $323 Shares 16,764 Est. Cost $11.60 Unrealized
GUSH DIREXION SHS ETF TR 0.1%
Value ($000) $314 Shares 12,780 Est. Cost $34.51 Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $296 Shares 3,299 Est. Cost $56.84 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $293 Shares 1,393 Est. Cost $72.07 Unrealized +187.4%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $275 Shares 3,508 Est. Cost $60.70 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $253 Shares 2,902 Est. Cost $65.25 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $210 Shares 351 Est. Cost $443.07 Unrealized
SOXL DIREXION SHS ETF TR 0.1%
Value ($000) $156 Shares 4,468 Est. Cost $19.21 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $143 Shares 322 Est. Cost $223.23 Unrealized +55.4%
FBIN FORTUNE BRANDS INNOVATIONS I 0.1%
Value ($000) $135 Shares 2,530 Est. Cost $60.52 Unrealized -8.0%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $129 Shares 600 Est. Cost $204.67 Unrealized
WRB BERKLEY W R CORP 0.1%
Value ($000) $129 Shares 1,687 Est. Cost $42.01 Unrealized +66.6%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $128 Shares 1,601 Est. Cost $48.49 Unrealized +74.5%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $125 Shares 1,500 Est. Cost $57.12 Unrealized +44.8%
CAT CATERPILLAR INC 0.1%
Value ($000) $119 Shares 250 Est. Cost $213.76 Unrealized +99.0%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $83 Shares 273 Est. Cost $184.77 Unrealized +46.9%
URNM SPROTT FDS TR 0.0%
Value ($000) $82 Shares 1,360 Est. Cost $47.93 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $66 Shares 580 Est. Cost $59.76 Unrealized +79.2%
EMR EMERSON ELEC CO 0.0%
Value ($000) $66 Shares 500 Est. Cost $80.08 Unrealized +69.2%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $48 Shares 86 Est. Cost $303.98 Unrealized +85.6%
MPC MARATHON PETE CORP 0.0%
Value ($000) $48 Shares 250 Est. Cost $109.92 Unrealized +58.7%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $47 Shares 1,200 Est. Cost $37.70 Unrealized +14.6%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $46 Shares 553 Est. Cost $37.07 Unrealized +117.1%
MO ALTRIA GROUP INC 0.0%
Value ($000) $46 Shares 689 Est. Cost $40.53 Unrealized +51.5%
LLY ELI LILLY & CO 0.0%
Value ($000) $39 Shares 51 Est. Cost $599.82 Unrealized +23.7%
MGC VANGUARD WORLD FD 0.0%
Value ($000) $37 Shares 150 Est. Cost $224.92 Unrealized
MBC MASTERBRAND INC 0.0%
Value ($000) $33 Shares 2,530 Est. Cost $9.57 Unrealized +29.2%
IMCG ISHARES TR 0.0%
Value ($000) $33 Shares 400 Est. Cost $96.36 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $32 Shares 200 Est. Cost $84.48 Unrealized +95.5%
TPR TAPESTRY INC 0.0%
Value ($000) $32 Shares 285 Est. Cost $43.30 Unrealized +140.2%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $31.32 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $31 Shares 500 Est. Cost $68.54 Unrealized -7.5%
XME SPDR SERIES TRUST 0.0%
Value ($000) $30 Shares 323 Est. Cost $55.99 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $23 Shares 355 Est. Cost $61.21 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $23 Shares 50 Est. Cost $134.81 Unrealized +202.1%
DUST DIREXION SHS ETF TR 0.0%
Value ($000) $22 Shares 2,050 Est. Cost $10.93 Unrealized
VDC VANGUARD WORLD FD 0.0%
Value ($000) $21 Shares 100 Est. Cost $219.00 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $20 Shares 185 Est. Cost $91.04 Unrealized +10.4%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $9.47 Unrealized +77.6%
MMM 3M CO 0.0%
Value ($000) $16 Shares 100 Est. Cost $77.55 Unrealized +97.4%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $68.08 Unrealized +131.4%
NUVEEN MUNICIPAL CREDIT INC 0.0%
Value ($000) $13 Shares 1,058 Est. Cost $17.01 Unrealized
LEVI LEVI STRAUSS & CO NEW 0.0%
Value ($000) $12 Shares 500 Est. Cost $13.29 Unrealized +57.5%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 241 Est. Cost $21.34 Unrealized +46.3%
DEO DIAGEO PLC 0.0%
Value ($000) $10 Shares 100 Est. Cost $173.48 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $9 Shares 292 Est. Cost $25.47 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $9 Shares 121 Est. Cost $35.86 Unrealized +109.3%
GRMN GARMIN LTD 0.0%
Value ($000) $9 Shares 35 Est. Cost $28.23 Unrealized +711.4%
SLV ISHARES SILVER TR 0.0%
Value ($000) $9 Shares 202 Est. Cost $32.81 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $8 Shares 163 Est. Cost $32.96 Unrealized +50.1%
EUAD SPINNAKER ETF SERIES 0.0%
Value ($000) $8 Shares 168 Est. Cost $44.70 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $8 Shares 46 Est. Cost $86.83 Unrealized +77.7%
ITA ISHARES TR 0.0%
Value ($000) $7 Shares 35 Est. Cost $209.26 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $7 Shares 67 Est. Cost $65.47 Unrealized +57.7%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $7 Shares 67 Est. Cost $85.72 Unrealized +27.1%
PAL PROFICIENT AUTO LOGISTICS IN 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $15.27 Unrealized -51.8%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $7 Shares 257 Est. Cost $23.29 Unrealized +1.9%
F FORD MTR CO 0.0%
Value ($000) $7 Shares 565 Est. Cost $9.21 Unrealized +23.0%
HOMZ ETF SER SOLUTIONS 0.0%
Value ($000) $6 Shares 135 Est. Cost $22.22 Unrealized
BKH BLACK HILLS CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $47.73 Unrealized +20.2%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $6 Shares 25 Est. Cost $229.63 Unrealized -2.6%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $5 Shares 19 Est. Cost $264.00 Unrealized +0.2%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $5 Shares 90 Est. Cost $28.17 Unrealized +95.6%
SYY SYSCO CORP 0.0%
Value ($000) $5 Shares 66 Est. Cost $65.71 Unrealized +20.0%
ENR ENERGIZER HLDGS INC NEW 0.0%
Value ($000) $5 Shares 200 Est. Cost $28.77 Unrealized -12.3%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $71.78 Unrealized +30.3%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $5 Shares 54 Est. Cost $89.78 Unrealized
BCC BOISE CASCADE CO DEL 0.0%
Value ($000) $5 Shares 61 Est. Cost $129.94 Unrealized -34.4%
SW SMURFIT WESTROCK PLC 0.0%
Value ($000) $5 Shares 110 Est. Cost $43.84 Unrealized +2.7%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $4 Shares 58 Est. Cost $67.76 Unrealized
SXI STANDEX INTL CORP 0.0%
Value ($000) $4 Shares 20 Est. Cost $57.49 Unrealized +228.6%
EPC EDGEWELL PERS CARE CO 0.0%
Value ($000) $4 Shares 200 Est. Cost $93.45 Unrealized -75.2%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $4 Shares 70 Est. Cost $52.49 Unrealized +11.5%
APTV APTIV PLC 0.0%
Value ($000) $4 Shares 45 Est. Cost $63.38 Unrealized +19.0%
BN BROOKFIELD CORP 0.0%
Value ($000) $4 Shares 55 Est. Cost $21.90 Unrealized +101.8%
QUBT QUANTUM COMPUTING INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $11.02 Unrealized +55.7%
POST POST HLDGS INC 0.0%
Value ($000) $4 Shares 33 Est. Cost $35.89 Unrealized +198.9%
AVGO BROADCOM INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $154.20 Unrealized +98.3%
URA GLOBAL X FDS 0.0%
Value ($000) $3 Shares 70 Est. Cost $28.83 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $3 Shares 23 Est. Cost $94.62 Unrealized +39.8%
GUTS FRACTYL HEALTH INC 0.0%
Value ($000) $3 Shares 1,980 Est. Cost $1.55 Unrealized -16.5%
QQQE DIREXION SHS ETF TR 0.0%
Value ($000) $3 Shares 30 Est. Cost $89.20 Unrealized
OSK OSHKOSH CORP 0.0%
Value ($000) $3 Shares 23 Est. Cost $107.50 Unrealized +22.3%
AEG AEGON LTD 0.0%
Value ($000) $3 Shares 354 Est. Cost $5.76 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $3 Shares 20 Est. Cost $206.08 Unrealized -26.0%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $3 Shares 180 Est. Cost $15.78 Unrealized -15.1%
CRH CRH PLC 0.0%
Value ($000) $2 Shares 20 Est. Cost $54.36 Unrealized +94.3%
COP CONOCOPHILLIPS 0.0%
Value ($000) $2 Shares 24 Est. Cost $102.31 Unrealized -8.8%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $2 Shares 80 Est. Cost $26.84 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $2 Shares 38 Est. Cost $128.39 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $2 Shares 110 Est. Cost $17.60 Unrealized -0.8%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $84.13 Unrealized +17.8%
GTX GARRETT MOTION INC 0.0%
Value ($000) $2 Shares 145 Est. Cost $6.62 Unrealized +91.3%
NLR VANECK ETF TRUST 0.0%
Value ($000) $2 Shares 14 Est. Cost $135.64 Unrealized
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 +20.8%
EQT EQT CORP 0.0%
Value ($000) $2 Shares 31 Est. Cost $41.21 Unrealized +27.7%
BATRK ATLANTA BRAVES HLDGS INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $37.85 Unrealized +16.6%
BROS DUTCH BROS INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $35.25 Unrealized +79.4%
THE ODP CORP 0.0%
Value ($000) $2 Shares 55 Est. Cost $18.18 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $2 Shares 5 Est. Cost $272.69 Unrealized 0.0%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $1 Shares 25 Est. Cost $56.72 Unrealized
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $164.34 Unrealized +5.5%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $1 Shares 50 Est. Cost $18.52 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $159.73 Unrealized -22.6%
ASIX ADVANSIX INC 0.0%
Value ($000) $1 Shares 58 Est. Cost $16.41 Unrealized +26.1%
ACHR ARCHER AVIATION INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.90 Unrealized 0.0%
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value ($000) $1 Shares 13 Est. Cost $27.10 Unrealized +116.6%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $154.05 Unrealized -54.3%
DOCU DOCUSIGN INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $223.64 Unrealized -65.5%
GEV GE VERNOVA INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $605.52 Unrealized 0.0%
BP BP PLC 0.0%
Value ($000) $1 Shares 17 Est. Cost $34.47 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $535.25 Unrealized -13.2%
CALY TOPGOLF CALLAWAY BRANDS CORP 0.0%
Value ($000) $0 Shares 50 Est. Cost $20.01 Unrealized -53.6%
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 10 Est. Cost $25.10 Unrealized
OXM OXFORD INDS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $102.43 Unrealized -57.7%
FG F&G ANNUITIES & LIFE INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $18.85 Unrealized +73.0%
PSX PHILLIPS 66 0.0%
Value ($000) $0 Shares 1 Est. Cost $71.47 Unrealized +76.8%
MRP MILLROSE PPTYS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $26.50 Unrealized
SBDS SOLO BRANDS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $14.49 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $0 Shares 1 Est. Cost $74.54 Unrealized 0.0%
BYND BEYOND MEAT INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $97.08 Unrealized -97.0%