LGT Financial Advisors LLC Quant / Systematic

CIK: 0001965191 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 17, 2025

Total Value ($000): $46,371 (100.0% shares, 0.0% debt)

Holdings (382)

SPY SPDR S&P 500 ETF TR 7.2%
Value ($000) $3,337 Shares 5,008 Est. Cost $450.42 Unrealized
IVV ISHARES TR 5.6%
Value ($000) $2,584 Shares 3,861 Est. Cost $479.40 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 5.0%
Value ($000) $2,331 Shares 40,817 Est. Cost $56.91 Unrealized
MSFT MICROSOFT CORP 3.6%
Value ($000) $1,678 Shares 3,240 Est. Cost $303.24 Unrealized +67.8%
QUAL ISHARES TR 3.1%
Value ($000) $1,424 Shares 7,320 Est. Cost $162.24 Unrealized
EFV ISHARES TR 3.0%
Value ($000) $1,402 Shares 20,662 Est. Cost $58.59 Unrealized
DYNF BLACKROCK ETF TRUST 3.0%
Value ($000) $1,377 Shares 23,258 Est. Cost $48.77 Unrealized
IVW ISHARES TR 3.0%
Value ($000) $1,372 Shares 11,363 Est. Cost $89.26 Unrealized
IUSB ISHARES TR 2.7%
Value ($000) $1,230 Shares 26,333 Est. Cost $46.68 Unrealized
AAPL APPLE INC 2.6%
Value ($000) $1,225 Shares 4,812 Est. Cost $150.64 Unrealized +49.8%
OEF ISHARES TR 2.2%
Value ($000) $1,024 Shares 3,077 Est. Cost $275.75 Unrealized
CVX CHEVRON CORP NEW 2.2%
Value ($000) $1,016 Shares 6,545 Est. Cost $148.23 Unrealized +2.7%
VTI VANGUARD INDEX FDS 2.2%
Value ($000) $998 Shares 3,042 Est. Cost $268.04 Unrealized
XOM EXXON MOBIL CORP 2.0%
Value ($000) $926 Shares 8,209 Est. Cost $96.88 Unrealized +13.2%
IWV ISHARES TR 1.6%
Value ($000) $765 Shares 2,018 Est. Cost $254.48 Unrealized
IEMG ISHARES INC 1.6%
Value ($000) $727 Shares 11,028 Est. Cost $58.37 Unrealized
THRO BLACKROCK ETF TRUST 1.4%
Value ($000) $646 Shares 17,069 Est. Cost $33.28 Unrealized
IVE ISHARES TR 1.4%
Value ($000) $633 Shares 3,067 Est. Cost $197.22 Unrealized
EFG ISHARES TR 1.3%
Value ($000) $588 Shares 5,164 Est. Cost $98.42 Unrealized
FBCG FIDELITY COVINGTON TRUST 1.2%
Value ($000) $537 Shares 10,000 Est. Cost $39.97 Unrealized
SPYV SPDR SERIES TRUST 1.1%
Value ($000) $521 Shares 9,415 Est. Cost $51.24 Unrealized
IWB ISHARES TR 1.1%
Value ($000) $515 Shares 1,410 Est. Cost $253.59 Unrealized
TLH ISHARES TR 1.1%
Value ($000) $504 Shares 4,891 Est. Cost $102.41 Unrealized
TLT ISHARES TR 1.0%
Value ($000) $487 Shares 5,446 Est. Cost $94.13 Unrealized
IWS ISHARES TR 1.0%
Value ($000) $472 Shares 3,382 Est. Cost $109.84 Unrealized
SCHG SCHWAB STRATEGIC TR 0.9%
Value ($000) $414 Shares 12,979 Est. Cost $43.62 Unrealized
IWN ISHARES TR 0.9%
Value ($000) $406 Shares 2,294 Est. Cost $140.79 Unrealized
BINC BLACKROCK ETF TRUST II 0.8%
Value ($000) $379 Shares 7,111 Est. Cost $52.65 Unrealized
VOO VANGUARD INDEX FDS 0.8%
Value ($000) $359 Shares 586 Est. Cost $408.77 Unrealized
MBB ISHARES TR 0.8%
Value ($000) $354 Shares 3,716 Est. Cost $95.09 Unrealized
VUSB VANGUARD BD INDEX FDS 0.8%
Value ($000) $351 Shares 7,020 Est. Cost $49.76 Unrealized
IYJ ISHARES TR 0.8%
Value ($000) $350 Shares 2,400 Est. Cost $108.46 Unrealized
ABBV ABBVIE INC 0.7%
Value ($000) $348 Shares 1,502 Est. Cost $138.78 Unrealized +45.5%
AMZN AMAZON COM INC 0.7%
Value ($000) $330 Shares 1,503 Est. Cost $128.73 Unrealized +75.8%
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $317 Shares 1,698 Est. Cost $109.02 Unrealized +59.9%
IYW ISHARES TR 0.7%
Value ($000) $315 Shares 1,607 Est. Cost $141.65 Unrealized
SPYM SPDR SERIES TRUST 0.7%
Value ($000) $312 Shares 3,988 Est. Cost $52.17 Unrealized
SCHD SCHWAB STRATEGIC TR 0.7%
Value ($000) $312 Shares 11,431 Est. Cost $31.62 Unrealized
IAGG ISHARES TR 0.7%
Value ($000) $305 Shares 5,955 Est. Cost $51.14 Unrealized
SCHI SCHWAB STRATEGIC TR 0.6%
Value ($000) $280 Shares 12,119 Est. Cost $23.08 Unrealized
GOOGL ALPHABET INC 0.6%
Value ($000) $262 Shares 1,079 Est. Cost $150.08 Unrealized +39.4%
OACP UNIFIED SER TR 0.6%
Value ($000) $255 Shares 11,060 Est. Cost $23.06 Unrealized
BAI BLACKROCK ETF TRUST 0.5%
Value ($000) $242 Shares 7,070 Est. Cost $28.94 Unrealized
MTUM ISHARES TR 0.5%
Value ($000) $221 Shares 863 Est. Cost $241.62 Unrealized
MCD MCDONALDS CORP 0.4%
Value ($000) $202 Shares 664 Est. Cost $256.92 Unrealized +17.3%
IBD NORTHERN LTS FD TR IV 0.4%
Value ($000) $195 Shares 8,087 Est. Cost $24.15 Unrealized
IAU ISHARES GOLD TR 0.4%
Value ($000) $193 Shares 2,648 Est. Cost $55.54 Unrealized
XLU SELECT SECTOR SPDR TR 0.4%
Value ($000) $190 Shares 2,180 Est. Cost $67.25 Unrealized
VYM VANGUARD WHITEHALL FDS 0.4%
Value ($000) $187 Shares 1,327 Est. Cost $110.04 Unrealized
BDYN BLACKROCK ETF TRUST 0.4%
Value ($000) $182 Shares 7,186 Est. Cost $25.31 Unrealized
SCHY SCHWAB STRATEGIC TR 0.4%
Value ($000) $177 Shares 6,333 Est. Cost $27.94 Unrealized
QQQ INVESCO QQQ TR 0.4%
Value ($000) $174 Shares 290 Est. Cost $525.17 Unrealized
IWR ISHARES TR 0.4%
Value ($000) $171 Shares 1,773 Est. Cost $73.05 Unrealized
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $167 Shares 349 Est. Cost $301.13 Unrealized
SCYB SCHWAB STRATEGIC TR 0.4%
Value ($000) $164 Shares 6,151 Est. Cost $26.73 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $163 Shares 1,346 Est. Cost $97.74 Unrealized
ACWI ISHARES TR 0.3%
Value ($000) $159 Shares 1,148 Est. Cost $95.93 Unrealized
DDS DILLARDS INC 0.3%
Value ($000) $154 Shares 250 Est. Cost $374.85 Unrealized +32.1%
PLD PROLOGIS INC. 0.3%
Value ($000) $148 Shares 1,294 Est. Cost $100.23 Unrealized +8.0%
SGOL ETFS GOLD TR 0.3%
Value ($000) $147 Shares 4,000 Est. Cost $17.69 Unrealized
PFF ISHARES TR 0.3%
Value ($000) $147 Shares 4,653 Est. Cost $31.62 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $143 Shares 2,997 Est. Cost $47.26 Unrealized
MFC MANULIFE FINL CORP 0.3%
Value ($000) $140 Shares 4,482 Est. Cost $26.86 Unrealized +14.8%
SILA SILA REALTY TRUST INC 0.3%
Value ($000) $134 Shares 5,336 Est. Cost $21.17 Unrealized
ETSY ETSY INC 0.3%
Value ($000) $133 Shares 2,000 Est. Cost $59.71 Unrealized 0.0%
IEFA ISHARES TR 0.3%
Value ($000) $132 Shares 1,506 Est. Cost $69.80 Unrealized
SCHH SCHWAB STRATEGIC TR 0.3%
Value ($000) $131 Shares 6,096 Est. Cost $21.57 Unrealized
GLDM WORLD GOLD TR 0.3%
Value ($000) $130 Shares 1,697 Est. Cost $61.71 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.3%
Value ($000) $128 Shares 1,548 Est. Cost $80.18 Unrealized -1.9%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $125 Shares 1,500 Est. Cost $88.16 Unrealized -0.0%
VEU VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $125 Shares 1,745 Est. Cost $51.88 Unrealized
AAP ADVANCE AUTO PARTS INC 0.3%
Value ($000) $123 Shares 2,000 Est. Cost $58.45 Unrealized 0.0%
BBUS J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $122 Shares 1,010 Est. Cost $94.70 Unrealized
PAYX PAYCHEX INC 0.3%
Value ($000) $122 Shares 959 Est. Cost $106.57 Unrealized +28.7%
FNDF SCHWAB STRATEGIC TR 0.3%
Value ($000) $122 Shares 2,829 Est. Cost $38.76 Unrealized
EMB ISHARES TR 0.3%
Value ($000) $118 Shares 1,241 Est. Cost $89.60 Unrealized
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $117 Shares 627 Est. Cost $145.76 Unrealized
SFNC SIMMONS 1ST NATL CORP 0.2%
Value ($000) $113 Shares 5,896 Est. Cost $18.03 Unrealized +10.7%
IBIT ISHARES BITCOIN TRUST ETF 0.2%
Value ($000) $112 Shares 1,716 Est. Cost $47.04 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $111 Shares 991 Est. Cost $80.91 Unrealized +33.7%
TUSB THRIVENT ETF TRUST 0.2%
Value ($000) $107 Shares 2,123 Est. Cost $50.41 Unrealized
ITOT ISHARES TR 0.2%
Value ($000) $107 Shares 734 Est. Cost $122.23 Unrealized
BDVL BLACKROCK ETF TRUST 0.2%
Value ($000) $107 Shares 4,268 Est. Cost $25.00 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $103 Shares 832 Est. Cost $112.73 Unrealized +12.5%
STIP ISHARES TR 0.2%
Value ($000) $103 Shares 999 Est. Cost $103.22 Unrealized
SPIB SPDR SERIES TRUST 0.2%
Value ($000) $98 Shares 2,878 Est. Cost $32.11 Unrealized
WMT WALMART INC 0.2%
Value ($000) $96 Shares 933 Est. Cost $54.38 Unrealized +82.5%
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $93 Shares 535 Est. Cost $138.39 Unrealized
SCHQ SCHWAB STRATEGIC TR 0.2%
Value ($000) $92 Shares 2,833 Est. Cost $32.40 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $91 Shares 733 Est. Cost $86.58 Unrealized +38.4%
PRXV PRAXIS FDS 0.2%
Value ($000) $90 Shares 3,027 Est. Cost $29.68 Unrealized
IDV ISHARES TR 0.2%
Value ($000) $86 Shares 2,352 Est. Cost $26.33 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $85 Shares 4,059 Est. Cost $20.93 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $84 Shares 341 Est. Cost $210.45 Unrealized
CMPS COMPASS PATHWAYS PLC 0.2%
Value ($000) $84 Shares 14,700 Est. Cost $2.86 Unrealized
SLDP SOLID POWER INC 0.2%
Value ($000) $82 Shares 23,725 Est. Cost $1.50 Unrealized +151.6%
GOVT ISHARES TR 0.2%
Value ($000) $81 Shares 3,499 Est. Cost $23.12 Unrealized
PRXG PRAXIS FDS 0.2%
Value ($000) $81 Shares 2,256 Est. Cost $35.80 Unrealized
AGG ISHARES TR 0.2%
Value ($000) $81 Shares 804 Est. Cost $99.76 Unrealized
T AT&T INC 0.2%
Value ($000) $80 Shares 2,849 Est. Cost $15.10 Unrealized +85.9%
ESUM STRATEGY SHS 0.2%
Value ($000) $80 Shares 2,940 Est. Cost $27.18 Unrealized
AVEM AMERICAN CENTY ETF TR 0.2%
Value ($000) $78 Shares 1,040 Est. Cost $75.11 Unrealized
XYZ BLOCK INC 0.2%
Value ($000) $72 Shares 1,000 Est. Cost $74.85 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $72 Shares 1,332 Est. Cost $45.10 Unrealized
EMXC ISHARES INC 0.2%
Value ($000) $72 Shares 1,061 Est. Cost $57.74 Unrealized
WWJD NORTHERN LTS FD TR IV 0.1%
Value ($000) $69 Shares 1,954 Est. Cost $35.27 Unrealized
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $69 Shares 1,370 Est. Cost $48.98 Unrealized
UNILEVER PLC 0.1%
Value ($000) $68 Shares 1,144 Est. Cost $49.54 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $66 Shares 1,500 Est. Cost $38.00 Unrealized +11.8%
IWP ISHARES TR 0.1%
Value ($000) $65 Shares 458 Est. Cost $96.63 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $65 Shares 88 Est. Cost $616.61 Unrealized +20.5%
IEV ISHARES TR 0.1%
Value ($000) $62 Shares 940 Est. Cost $55.66 Unrealized
QS QUANTUMSCAPE CORP 0.1%
Value ($000) $60 Shares 4,852 Est. Cost $6.30 Unrealized +54.9%
ICVT ISHARES TR 0.1%
Value ($000) $60 Shares 595 Est. Cost $84.90 Unrealized
BLES NORTHERN LTS FD TR IV 0.1%
Value ($000) $60 Shares 1,402 Est. Cost $42.46 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $59 Shares 321 Est. Cost $147.89 Unrealized +14.6%
HOOD ROBINHOOD MKTS INC 0.1%
Value ($000) $57 Shares 399 Est. Cost $59.18 Unrealized +84.3%
CDE COEUR MNG INC 0.1%
Value ($000) $56 Shares 3,000 Est. Cost $6.17 Unrealized +98.4%
ABRDN INCOME CREDIT STRATEGI 0.1%
Value ($000) $55 Shares 9,467 Est. Cost $5.80 Unrealized
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $52 Shares 2,016 Est. Cost $25.71 Unrealized
CPNG COUPANG INC 0.1%
Value ($000) $52 Shares 1,600 Est. Cost $30.23 Unrealized 0.0%
FNDX SCHWAB STRATEGIC TR 0.1%
Value ($000) $50 Shares 1,919 Est. Cost $26.58 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $50 Shares 328 Est. Cost $157.58 Unrealized -1.7%
GOOG ALPHABET INC 0.1%
Value ($000) $50 Shares 207 Est. Cost $164.85 Unrealized +27.3%
QLTA ISHARES TR 0.1%
Value ($000) $50 Shares 1,032 Est. Cost $48.59 Unrealized
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $49 Shares 1,828 Est. Cost $26.95 Unrealized
JAVA J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $48 Shares 699 Est. Cost $58.01 Unrealized
BITO PROSHARES TR 0.1%
Value ($000) $47 Shares 2,378 Est. Cost $19.85 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value ($000) $47 Shares 152 Est. Cost $258.94 Unrealized
JNK SPDR SERIES TRUST 0.1%
Value ($000) $45 Shares 462 Est. Cost $92.03 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $45 Shares 778 Est. Cost $50.35 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $45 Shares 470 Est. Cost $87.05 Unrealized
EZU ISHARES INC 0.1%
Value ($000) $45 Shares 721 Est. Cost $53.59 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $43 Shares 465 Est. Cost $83.66 Unrealized
HIMU BLACKROCK ETF TRUST II 0.1%
Value ($000) $42 Shares 853 Est. Cost $49.53 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $42 Shares 149 Est. Cost $160.80 Unrealized +58.1%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $41 Shares 171 Est. Cost $219.18 Unrealized
SES SES AI CORPORATION 0.1%
Value ($000) $39 Shares 23,570 Est. Cost $0.57 Unrealized +109.8%
GTO INVESCO ACTIVELY MANAGED EXC 0.1%
Value ($000) $39 Shares 823 Est. Cost $46.47 Unrealized
NEAR ISHARES U S ETF TR 0.1%
Value ($000) $38 Shares 747 Est. Cost $49.72 Unrealized
JGRO J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $38 Shares 401 Est. Cost $74.60 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $37 Shares 625 Est. Cost $43.80 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $37 Shares 112 Est. Cost $215.92 Unrealized +41.6%
TE T1 ENERGY INC 0.1%
Value ($000) $37 Shares 16,835 Est. Cost $1.58 Unrealized +0.6%
ACWX ISHARES TR 0.1%
Value ($000) $36 Shares 558 Est. Cost $47.01 Unrealized
MEOH METHANEX CORP 0.1%
Value ($000) $36 Shares 908 Est. Cost $42.83 Unrealized -17.0%
NFLX NETFLIX INC 0.1%
Value ($000) $36 Shares 30 Est. Cost $113.07 Unrealized +7.9%
SNOW SNOWFLAKE INC 0.1%
Value ($000) $36 Shares 159 Est. Cost $180.80 Unrealized +18.8%
DGRO ISHARES TR 0.1%
Value ($000) $36 Shares 525 Est. Cost $51.53 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $36 Shares 194 Est. Cost $170.42 Unrealized +13.4%
INTC INTEL CORP 0.1%
Value ($000) $34 Shares 1,012 Est. Cost $25.82 Unrealized -6.2%
WPC WP CAREY INC 0.1%
Value ($000) $34 Shares 500 Est. Cost $67.57 Unrealized
SCHJ SCHWAB STRATEGIC TR 0.1%
Value ($000) $33 Shares 1,308 Est. Cost $24.94 Unrealized
MLN VANECK ETF TRUST 0.1%
Value ($000) $33 Shares 1,862 Est. Cost $17.16 Unrealized
CGW INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $32 Shares 500 Est. Cost $46.52 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $31 Shares 231 Est. Cost $78.86 Unrealized +33.8%
JPIE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $31 Shares 661 Est. Cost $45.85 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $29 Shares 96 Est. Cost $230.48 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $28 Shares 102 Est. Cost $226.49 Unrealized
IVLU ISHARES TR 0.1%
Value ($000) $28 Shares 779 Est. Cost $28.05 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $28 Shares 1,172 Est. Cost $24.62 Unrealized
INTU INTUIT 0.1%
Value ($000) $27 Shares 40 Est. Cost $674.49 Unrealized +6.7%
PFM INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $25 Shares 500 Est. Cost $38.22 Unrealized
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $25 Shares 323 Est. Cost $74.32 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $25 Shares 50 Est. Cost $461.73 Unrealized +4.9%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $25 Shares 44 Est. Cost $551.47 Unrealized +4.0%
EEM ISHARES TR 0.1%
Value ($000) $25 Shares 467 Est. Cost $42.45 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $25 Shares 311 Est. Cost $75.05 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $24 Shares 117 Est. Cost $165.39 Unrealized
FSS FEDERAL SIGNAL CORP 0.1%
Value ($000) $24 Shares 202 Est. Cost $59.77 Unrealized +100.5%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $24 Shares 85 Est. Cost $281.86 Unrealized
BBIN J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $23 Shares 334 Est. Cost $56.09 Unrealized
APA APA CORPORATION 0.0%
Value ($000) $22 Shares 921 Est. Cost $20.82 Unrealized 0.0%
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.0%
Value ($000) $22 Shares 153 Est. Cost $58.32 Unrealized +109.9%
ITA ISHARES TR 0.0%
Value ($000) $22 Shares 106 Est. Cost $209.26 Unrealized
SE SEA LTD 0.0%
Value ($000) $22 Shares 124 Est. Cost $159.94 Unrealized
BALI BLACKROCK ETF TRUST 0.0%
Value ($000) $22 Shares 692 Est. Cost $30.19 Unrealized
SHLD GLOBAL X FDS 0.0%
Value ($000) $22 Shares 311 Est. Cost $70.24 Unrealized
HEFA ISHARES TR 0.0%
Value ($000) $22 Shares 551 Est. Cost $36.05 Unrealized
JEMA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $22 Shares 458 Est. Cost $38.60 Unrealized
BIDD BLACKROCK ETF TRUST 0.0%
Value ($000) $21 Shares 761 Est. Cost $24.72 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $19.22 Unrealized
JBND J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $21 Shares 381 Est. Cost $52.45 Unrealized
BBAG J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $20 Shares 439 Est. Cost $45.78 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $20 Shares 241 Est. Cost $70.43 Unrealized
HYGW ISHARES TR 0.0%
Value ($000) $20 Shares 668 Est. Cost $31.73 Unrealized
JIRE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $19 Shares 255 Est. Cost $68.77 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $19 Shares 163 Est. Cost $102.81 Unrealized +13.8%
INMU BLACKROCK ETF TRUST II 0.0%
Value ($000) $19 Shares 777 Est. Cost $23.93 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $19 Shares 253 Est. Cost $73.29 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $18 Shares 116 Est. Cost $120.96 Unrealized +21.1%
BBHY J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $18 Shares 388 Est. Cost $45.96 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $18 Shares 26 Est. Cost $641.84 Unrealized +8.9%
JGLO J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $18 Shares 262 Est. Cost $61.79 Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $17 Shares 118 Est. Cost $86.52 Unrealized +48.8%
IGRO ISHARES TR 0.0%
Value ($000) $17 Shares 211 Est. Cost $68.10 Unrealized
IGEB ISHARES TR 0.0%
Value ($000) $17 Shares 361 Est. Cost $45.44 Unrealized
CLOA BLACKROCK ETF TRUST II 0.0%
Value ($000) $16 Shares 314 Est. Cost $51.93 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $16 Shares 3 Est. Cost $5094.53 Unrealized +9.2%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $16 Shares 116 Est. Cost $143.84 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $16 Shares 162 Est. Cost $82.32 Unrealized +13.6%
HDEF DBX ETF TR 0.0%
Value ($000) $16 Shares 531 Est. Cost $29.42 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $15 Shares 52 Est. Cost $248.00 Unrealized +13.5%
HEZU ISHARES TR 0.0%
Value ($000) $15 Shares 364 Est. Cost $36.98 Unrealized
SPTL SPDR SERIES TRUST 0.0%
Value ($000) $15 Shares 565 Est. Cost $29.90 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $15 Shares 110 Est. Cost $103.55 Unrealized +22.1%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $14 Shares 94 Est. Cost $147.83 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $14 Shares 160 Est. Cost $82.57 Unrealized
JPM JPMORGAN CHASE & CO. 0.0%
Value ($000) $14 Shares 45 Est. Cost $219.54 Unrealized +34.8%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $14 Shares 6 Est. Cost $2335.36 Unrealized +2.8%
LQD ISHARES TR 0.0%
Value ($000) $14 Shares 125 Est. Cost $109.92 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $14 Shares 139 Est. Cost $106.33 Unrealized +5.9%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $14 Shares 155 Est. Cost $89.34 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $13 Shares 17 Est. Cost $493.45 Unrealized +42.5%
ETN EATON CORP PLC 0.0%
Value ($000) $13 Shares 35 Est. Cost $306.71 Unrealized +18.4%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $13 Shares 37 Est. Cost $290.76 Unrealized +18.3%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $13 Shares 548 Est. Cost $23.28 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $12 Shares 74 Est. Cost $160.52 Unrealized +10.7%
UAA UNDER ARMOUR INC 0.0%
Value ($000) $12 Shares 2,500 Est. Cost $5.83 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $12 Shares 40 Est. Cost $288.25 Unrealized +4.1%
SNPS SYNOPSYS INC 0.0%
Value ($000) $12 Shares 24 Est. Cost $465.91 Unrealized +21.3%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $11 Shares 116 Est. Cost $78.50 Unrealized +31.9%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $11 Shares 23 Est. Cost $433.57 Unrealized +4.9%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $11 Shares 44 Est. Cost $257.53 Unrealized -10.0%
WRB BERKLEY W R CORP 0.0%
Value ($000) $11 Shares 139 Est. Cost $38.83 Unrealized +80.3%
RING ISHARES INC 0.0%
Value ($000) $10 Shares 160 Est. Cost $28.11 Unrealized
MUB ISHARES TR 0.0%
Value ($000) $10 Shares 96 Est. Cost $106.80 Unrealized
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $10 Shares 42 Est. Cost $123.42 Unrealized +94.7%
XTEN BONDBLOXX ETF TRUST 0.0%
Value ($000) $10 Shares 218 Est. Cost $46.35 Unrealized
OAEM UNIFIED SER TR 0.0%
Value ($000) $10 Shares 295 Est. Cost $34.42 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $10 Shares 21 Est. Cost $452.31 Unrealized +4.0%
ELCV STRATEGY SHS 0.0%
Value ($000) $10 Shares 372 Est. Cost $26.74 Unrealized
TSME THRIVENT ETF TRUST 0.0%
Value ($000) $10 Shares 237 Est. Cost $41.49 Unrealized
HYDB ISHARES TR 0.0%
Value ($000) $10 Shares 203 Est. Cost $47.84 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $10 Shares 68 Est. Cost $110.71 Unrealized +24.4%
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $9 Shares 75 Est. Cost $94.21 Unrealized +36.2%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $9 Shares 33 Est. Cost $253.82 Unrealized +2.3%
TFI SPDR SERIES TRUST 0.0%
Value ($000) $9 Shares 204 Est. Cost $45.57 Unrealized
SEA ETF SER SOLUTIONS 0.0%
Value ($000) $9 Shares 648 Est. Cost $12.48 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $9 Shares 176 Est. Cost $41.74 Unrealized +15.8%
BBMC J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $9 Shares 87 Est. Cost $91.61 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $9 Shares 107 Est. Cost $71.15 Unrealized +13.1%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $9 Shares 27 Est. Cost $279.37 Unrealized +13.3%
IWY ISHARES TR 0.0%
Value ($000) $9 Shares 32 Est. Cost $237.34 Unrealized
CRH CRH PLC 0.0%
Value ($000) $9 Shares 72 Est. Cost $75.76 Unrealized +39.4%
SPTM SPDR SERIES TRUST 0.0%
Value ($000) $9 Shares 107 Est. Cost $54.44 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $9 Shares 114 Est. Cost $68.10 Unrealized +6.0%
IVR INVESCO MORTGAGE CAPITAL INC 0.0%
Value ($000) $8 Shares 1,109 Est. Cost $7.56 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $8 Shares 107 Est. Cost $27.99 Unrealized +11.3%
IEF ISHARES TR 0.0%
Value ($000) $8 Shares 86 Est. Cost $94.67 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $8 Shares 87 Est. Cost $87.99 Unrealized +4.8%
SYK STRYKER CORPORATION 0.0%
Value ($000) $8 Shares 22 Est. Cost $371.54 Unrealized +3.5%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $8 Shares 119 Est. Cost $47.80 Unrealized +33.6%
MTB M & T BK CORP 0.0%
Value ($000) $8 Shares 41 Est. Cost $122.92 Unrealized +57.6%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $8 Shares 55 Est. Cost $131.20 Unrealized +7.4%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $8 Shares 41 Est. Cost $225.89 Unrealized -5.0%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $8 Shares 39 Est. Cost $124.30 Unrealized +57.5%
WMB WILLIAMS COS INC 0.0%
Value ($000) $8 Shares 121 Est. Cost $36.10 Unrealized +60.2%
MKL MARKEL GROUP INC 0.0%
Value ($000) $8 Shares 4 Est. Cost $1255.93 Unrealized +56.1%
CASY CASEYS GEN STORES INC 0.0%
Value ($000) $8 Shares 13 Est. Cost $223.17 Unrealized +133.8%
TOL TOLL BROTHERS INC 0.0%
Value ($000) $8 Shares 54 Est. Cost $108.18 Unrealized +20.7%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $7 Shares 232 Est. Cost $30.88 Unrealized +5.0%
VIS VANGUARD WORLD FD 0.0%
Value ($000) $7 Shares 25 Est. Cost $280.08 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $7 Shares 18 Est. Cost $355.91 Unrealized +9.3%
SNX TD SYNNEX CORPORATION 0.0%
Value ($000) $7 Shares 44 Est. Cost $101.05 Unrealized +45.0%
BBCB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $7 Shares 155 Est. Cost $46.26 Unrealized
V VISA INC 0.0%
Value ($000) $7 Shares 21 Est. Cost $346.99 Unrealized -0.5%
IXJ ISHARES TR 0.0%
Value ($000) $7 Shares 80 Est. Cost $86.09 Unrealized
REXR REXFORD INDL RLTY INC 0.0%
Value ($000) $7 Shares 172 Est. Cost $35.63 Unrealized
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $7 Shares 58 Est. Cost $96.63 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $7 Shares 85 Est. Cost $55.52 Unrealized +28.5%
ADSK AUTODESK INC 0.0%
Value ($000) $7 Shares 21 Est. Cost $224.38 Unrealized +35.8%
JDIV J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $7 Shares 124 Est. Cost $53.76 Unrealized
GMED GLOBUS MED INC 0.0%
Value ($000) $7 Shares 116 Est. Cost $55.12 Unrealized +4.5%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $7 Shares 15 Est. Cost $275.03 Unrealized +55.1%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $6 Shares 70 Est. Cost $95.11 Unrealized -5.2%
PZA INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $6 Shares 278 Est. Cost $23.09 Unrealized
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $6 Shares 29 Est. Cost $147.16 Unrealized +35.9%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $6 Shares 15 Est. Cost $358.58 Unrealized +7.8%
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $6 Shares 45 Est. Cost $125.52 Unrealized +13.6%
HUBB HUBBELL INC 0.0%
Value ($000) $6 Shares 15 Est. Cost $229.44 Unrealized +86.6%
FBND FIDELITY MERRIMACK STR TR 0.0%
Value ($000) $6 Shares 136 Est. Cost $46.07 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $6 Shares 18 Est. Cost $344.50 Unrealized +2.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $6 Shares 25 Est. Cost $183.24 Unrealized +30.4%
CCI CROWN CASTLE INC 0.0%
Value ($000) $6 Shares 64 Est. Cost $92.90 Unrealized +6.7%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $6 Shares 219 Est. Cost $15.30 Unrealized +76.3%
TIP ISHARES TR 0.0%
Value ($000) $6 Shares 55 Est. Cost $107.74 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $6 Shares 40 Est. Cost $132.61 Unrealized +10.1%
XCCC BONDBLOXX ETF TRUST 0.0%
Value ($000) $6 Shares 153 Est. Cost $39.25 Unrealized
IDA IDACORP INC 0.0%
Value ($000) $6 Shares 45 Est. Cost $123.84 Unrealized 0.0%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $6 Shares 23 Est. Cost $237.69 Unrealized +13.6%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $6 Shares 48 Est. Cost $110.07 Unrealized +7.5%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $6 Shares 36 Est. Cost $171.95 Unrealized -0.7%
HSY HERSHEY CO 0.0%
Value ($000) $6 Shares 31 Est. Cost $200.49 Unrealized -10.4%
FERG FERGUSON ENTERPRISES INC 0.0%
Value ($000) $6 Shares 25 Est. Cost $195.43 Unrealized +15.0%
FDX FEDEX CORP 0.0%
Value ($000) $6 Shares 24 Est. Cost $246.77 Unrealized -7.5%
SIVR ABRDN SILVER ETF TRUST 0.0%
Value ($000) $6 Shares 127 Est. Cost $44.48 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $6 Shares 75 Est. Cost $80.65 Unrealized -7.6%
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $6 Shares 98 Est. Cost $47.83 Unrealized
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $6 Shares 219 Est. Cost $31.91 Unrealized -3.4%
CNH CNH INDL N V 0.0%
Value ($000) $6 Shares 510 Est. Cost $10.95 Unrealized +11.5%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $5 Shares 75 Est. Cost $60.14 Unrealized +21.9%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $5 Shares 11 Est. Cost $496.65 Unrealized +7.5%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $5 Shares 22 Est. Cost $137.45 Unrealized +79.9%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $5 Shares 32 Est. Cost $167.37 Unrealized -1.3%
CPAY CORPAY INC 0.0%
Value ($000) $5 Shares 18 Est. Cost $296.91 Unrealized +7.4%
CTVA CORTEVA INC 0.0%
Value ($000) $5 Shares 76 Est. Cost $58.53 Unrealized +23.3%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $5 Shares 55 Est. Cost $92.28 Unrealized -2.8%
IGM ISHARES TR 0.0%
Value ($000) $5 Shares 38 Est. Cost $91.34 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $5 Shares 52 Est. Cost $57.11 Unrealized +51.6%
ALGM ALLEGRO MICROSYSTEMS INC 0.0%
Value ($000) $5 Shares 157 Est. Cost $24.91 Unrealized +29.8%
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 25 Est. Cost $63.95 Unrealized +151.1%
CMBS ISHARES TR 0.0%
Value ($000) $5 Shares 93 Est. Cost $45.86 Unrealized
BBSC J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $4 Shares 58 Est. Cost $64.14 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $4 Shares 21 Est. Cost $223.19 Unrealized -8.6%
IGF ISHARES TR 0.0%
Value ($000) $4 Shares 69 Est. Cost $59.20 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $70.89 Unrealized +11.6%
CSCO CISCO SYS INC 0.0%
Value ($000) $4 Shares 57 Est. Cost $60.38 Unrealized +11.6%
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 156 Est. Cost $36.47 Unrealized
NLOP NET LEASE OFFICE PROPERTIES 0.0%
Value ($000) $4 Shares 126 Est. Cost $19.53 Unrealized
FLR FLUOR CORP NEW 0.0%
Value ($000) $4 Shares 86 Est. Cost $33.55 Unrealized +37.2%
KXI ISHARES TR 0.0%
Value ($000) $4 Shares 56 Est. Cost $65.38 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 83 Est. Cost $41.42 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $3 Shares 50 Est. Cost $63.88 Unrealized +12.9%
JMOM J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $3 Shares 48 Est. Cost $56.35 Unrealized
WSO WATSCO INC 0.0%
Value ($000) $3 Shares 8 Est. Cost $266.18 Unrealized +60.6%
CPLS AB ACTIVE ETFS INC 0.0%
Value ($000) $3 Shares 87 Est. Cost $35.47 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $153.62 Unrealized +18.5%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $3 Shares 28 Est. Cost $85.70 Unrealized +20.5%
HAL HALLIBURTON CO 0.0%
Value ($000) $3 Shares 117 Est. Cost $33.47 Unrealized -34.7%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $3 Shares 50 Est. Cost $50.58 Unrealized +15.7%
NSIT INSIGHT ENTERPRISES INC 0.0%
Value ($000) $3 Shares 25 Est. Cost $160.97 Unrealized -19.2%
F FORD MTR CO 0.0%
Value ($000) $3 Shares 224 Est. Cost $11.09 Unrealized +2.1%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $3 Shares 16 Est. Cost $108.87 Unrealized +48.2%
BLK BLACKROCK INC 0.0%
Value ($000) $2 Shares 2 Est. Cost $933.09 Unrealized +18.8%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $104.39 Unrealized +7.6%
IEUR ISHARES TR 0.0%
Value ($000) $2 Shares 34 Est. Cost $60.15 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $2 Shares 3 Est. Cost $628.26 Unrealized +17.0%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $2 Shares 10 Est. Cost $158.06 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $157.45 Unrealized +14.8%
FLOT ISHARES TR 0.0%
Value ($000) $2 Shares 39 Est. Cost $51.04 Unrealized
EMGF ISHARES INC 0.0%
Value ($000) $2 Shares 35 Est. Cost $48.31 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $330.84 Unrealized +28.6%
TECK TECK RESOURCES LTD 0.0%
Value ($000) $2 Shares 43 Est. Cost $41.32 Unrealized -12.1%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $460.83 Unrealized -9.3%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $1 Shares 15 Est. Cost $83.15 Unrealized +13.7%
VWOB VANGUARD WHITEHALL FDS 0.0%
Value ($000) $1 Shares 21 Est. Cost $64.19 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $158.03 Unrealized +6.7%
AVUV AMERICAN CENTY ETF TR 0.0%
Value ($000) $1 Shares 13 Est. Cost $79.23 Unrealized
IXC ISHARES TR 0.0%
Value ($000) $1 Shares 29 Est. Cost $40.53 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $1 Shares 20 Est. Cost $67.32 Unrealized +0.5%
ESGU ISHARES TR 0.0%
Value ($000) $1 Shares 8 Est. Cost $100.09 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $63.96 Unrealized +3.7%
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value ($000) $1 Shares 47 Est. Cost $23.83 Unrealized -2.9%
FOSL FOSSIL GROUP INC 0.0%
Value ($000) $1 Shares 400 Est. Cost $2.36 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $1 Shares 3 Est. Cost $236.14 Unrealized +40.6%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $1 Shares 5 Est. Cost $210.37 Unrealized -2.8%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $1 Shares 77 Est. Cost $13.56 Unrealized -9.2%
YBTC ROUNDHILL ETF TRUST 0.0%
Value ($000) $1 Shares 14 Est. Cost $44.57 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $58.24 Unrealized +61.6%
ETHA ISHARES ETHEREUM TR 0.0%
Value ($000) $1 Shares 19 Est. Cost $18.70 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $1 Shares 28 Est. Cost $11.21 Unrealized +21.6%
ACCO ACCO BRANDS CORP 0.0%
Value ($000) $0 Shares 125 Est. Cost $4.58 Unrealized -17.7%
BALL BALL CORP 0.0%
Value ($000) $0 Shares 8 Est. Cost $51.73 Unrealized +3.8%
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost $83.52 Unrealized -17.4%
TERN TERNS PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $6.39 Unrealized 0.0%
FWONK LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $0 Shares 3 Est. Cost $63.00 Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $0 Shares 3 Est. Cost $37.33 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $104.15 Unrealized +24.0%
LBTYK LIBERTY GLOBAL LTD 0.0%
Value ($000) $0 Shares 18 Est. Cost $9.07 Unrealized +23.5%
ILCV ISHARES TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $81.07 Unrealized
UTSTARCOM HOLDINGS CORP. 0.0%
Value ($000) $0 Shares 50 Est. Cost $2.54 Unrealized
FWONA LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $0 Shares 1 Est. Cost $58.00 Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $0 Shares 1 Est. Cost $37.00 Unrealized
LBTYA LIBERTY GLOBAL LTD 0.0%
Value ($000) $0 Shares 6 Est. Cost $8.35 Unrealized +31.8%
SYLD CAMBRIA ETF TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $61.16 Unrealized
LBRDA LIBERTY BROADBAND CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $78.61 Unrealized -12.6%
IFRA ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $41.20 Unrealized
BATRK ATLANTA BRAVES HLDGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $36.49 Unrealized +21.0%
GLIBK GCI LIBERTY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $35.27 Unrealized 0.0%
LION LIONSGATE STUDIOS CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $6.69 Unrealized -3.9%
LILAK LIBERTY LATIN AMERICA LTD 0.0%
Value ($000) $0 Shares 2 Est. Cost $7.12 Unrealized +5.4%