St. Johns Investment Management Company, LLC Diversified Active

Location: Jacksonville, FL

CIK: 0001605522 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 29, 2026

Total Value: $240M (100.0% shares, 0.0% debt)

Holdings (191)

SCHX SCHWAB STRATEGIC TR 11.4%
Value $27.33M Shares 1,015,733 Est. Cost $33.17 Unrealized
AAPL APPLE INC 5.7%
Value $13.61M Shares 50,076 Est. Cost $98.53 Unrealized +172.3%
SCHA SCHWAB STRATEGIC TR 5.1%
Value $12.34M Shares 433,344 Est. Cost $38.49 Unrealized
SCHM SCHWAB STRATEGIC TR 5.0%
Value $11.99M Shares 398,643 Est. Cost $34.24 Unrealized
SPY SPDR S&P 500 ETF TR 4.4%
Value $10.63M Shares 15,589 Est. Cost $257.54 Unrealized
MSFT MICROSOFT CORP 3.7%
Value $8.877M Shares 18,355 Est. Cost $247.14 Unrealized +102.5%
GLD SPDR GOLD TR 3.4%
Value $8.08M Shares 20,389 Est. Cost $173.59 Unrealized
SCHD SCHWAB STRATEGIC TR 2.7%
Value $6.464M Shares 235,650 Est. Cost $39.75 Unrealized
IVV ISHARES TR 2.5%
Value $5.936M Shares 8,666 Est. Cost $330.72 Unrealized
GOOGL ALPHABET INC 2.5%
Value $5.915M Shares 18,899 Est. Cost $107.15 Unrealized +166.5%
XLK SELECT SECTOR SPDR TR 2.4%
Value $5.783M Shares 40,165 Est. Cost $110.33 Unrealized
IWR ISHARES TR 2.4%
Value $5.698M Shares 59,185 Est. Cost $72.46 Unrealized
IWM ISHARES TR 2.3%
Value $5.551M Shares 22,549 Est. Cost $147.41 Unrealized
AMZN AMAZON COM INC 2.2%
Value $5.362M Shares 23,231 Est. Cost $130.48 Unrealized +75.3%
NVDA NVIDIA CORPORATION 2.2%
Value $5.299M Shares 28,414 Est. Cost $95.93 Unrealized +94.0%
WMT WALMART INC 1.8%
Value $4.415M Shares 39,632 Est. Cost $50.20 Unrealized +113.5%
AXP AMERICAN EXPRESS CO 1.6%
Value $3.889M Shares 10,513 Est. Cost $80.39 Unrealized +344.0%
JPM JPMORGAN CHASE & CO. 1.5%
Value $3.675M Shares 11,406 Est. Cost $69.37 Unrealized +346.2%
META META PLATFORMS INC 1.5%
Value $3.674M Shares 5,566 Est. Cost $196.88 Unrealized +239.0%
BAC BANK AMERICA CORP 1.3%
Value $3.101M Shares 56,374 Est. Cost $16.27 Unrealized +223.6%
XLC SELECT SECTOR SPDR TR 1.2%
Value $2.95M Shares 25,061 Est. Cost $59.31 Unrealized
XLI SELECT SECTOR SPDR TR 1.1%
Value $2.689M Shares 17,334 Est. Cost $90.15 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 1.0%
Value $2.397M Shares 3,973 Est. Cost $250.53 Unrealized
CMI CUMMINS INC 1.0%
Value $2.372M Shares 4,647 Est. Cost $130.48 Unrealized +257.4%
XLF SELECT SECTOR SPDR TR 1.0%
Value $2.291M Shares 41,825 Est. Cost $28.67 Unrealized
XLV SELECT SECTOR SPDR TR 0.9%
Value $2.157M Shares 13,936 Est. Cost $83.56 Unrealized
XOM EXXON MOBIL CORP 0.9%
Value $2.067M Shares 17,180 Est. Cost $64.73 Unrealized +78.4%
V VISA INC 0.8%
Value $1.908M Shares 5,440 Est. Cost $228.97 Unrealized +48.7%
ORCL ORACLE CORP 0.8%
Value $1.902M Shares 9,760 Est. Cost $39.49 Unrealized +502.9%
MCD MCDONALDS CORP 0.8%
Value $1.901M Shares 6,221 Est. Cost $100.85 Unrealized +202.5%
TFC TRUIST FINL CORP 0.8%
Value $1.899M Shares 38,595 Est. Cost $39.50 Unrealized +16.0%
QCOM QUALCOMM INC 0.8%
Value $1.834M Shares 10,720 Est. Cost $77.62 Unrealized +120.0%
SYK STRYKER CORPORATION 0.8%
Value $1.804M Shares 5,133 Est. Cost $100.56 Unrealized +261.4%
COST COSTCO WHSL CORP NEW 0.7%
Value $1.745M Shares 2,024 Est. Cost $582.76 Unrealized +55.4%
JNJ JOHNSON & JOHNSON 0.7%
Value $1.71M Shares 8,263 Est. Cost $78.95 Unrealized +149.5%
AMGN AMGEN INC 0.7%
Value $1.707M Shares 5,215 Est. Cost $134.81 Unrealized +134.4%
HD HOME DEPOT INC 0.7%
Value $1.641M Shares 4,770 Est. Cost $199.33 Unrealized +82.9%
CRM SALESFORCE INC 0.7%
Value $1.621M Shares 6,118 Est. Cost $182.92 Unrealized +35.7%
MRK MERCK & CO INC 0.6%
Value $1.517M Shares 14,414 Est. Cost $51.50 Unrealized +81.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value $1.511M Shares 3,007 Est. Cost $390.98 Unrealized +27.3%
GLW CORNING INC 0.6%
Value $1.504M Shares 17,181 Est. Cost $22.66 Unrealized +279.5%
AMD ADVANCED MICRO DEVICES INC 0.6%
Value $1.473M Shares 6,877 Est. Cost $139.99 Unrealized +60.4%
KO COCA COLA CO 0.6%
Value $1.413M Shares 20,218 Est. Cost $32.93 Unrealized +110.7%
CSCO CISCO SYS INC 0.6%
Value $1.407M Shares 18,262 Est. Cost $22.95 Unrealized +221.5%
ABT ABBOTT LABS 0.5%
Value $1.225M Shares 9,775 Est. Cost $38.60 Unrealized +229.8%
LOW LOWES COS INC 0.5%
Value $1.211M Shares 5,023 Est. Cost $54.80 Unrealized +337.7%
GD GENERAL DYNAMICS CORP 0.5%
Value $1.198M Shares 3,557 Est. Cost $214.73 Unrealized +58.7%
XLY SELECT SECTOR SPDR TR 0.5%
Value $1.197M Shares 10,026 Est. Cost $108.48 Unrealized
FITB FIFTH THIRD BANCORP 0.5%
Value $1.166M Shares 24,901 Est. Cost $25.90 Unrealized +68.5%
NOC NORTHROP GRUMMAN CORP 0.5%
Value $1.107M Shares 1,942 Est. Cost $146.83 Unrealized +294.2%
CVX CHEVRON CORP NEW 0.5%
Value $1.094M Shares 7,176 Est. Cost $91.26 Unrealized +65.9%
NEE NEXTERA ENERGY INC 0.4%
Value $1.051M Shares 13,091 Est. Cost $64.52 Unrealized +27.9%
DE DEERE & CO 0.4%
Value $1.008M Shares 2,166 Est. Cost $100.30 Unrealized +366.3%
PEP PEPSICO INC 0.4%
Value $1.003M Shares 6,986 Est. Cost $66.75 Unrealized +118.6%
UNH UNITEDHEALTH GROUP INC 0.4%
Value $977K Shares 2,960 Est. Cost $326.64 Unrealized +3.2%
MET METLIFE INC 0.4%
Value $977K Shares 12,377 Est. Cost $43.35 Unrealized +82.1%
ABBV ABBVIE INC 0.4%
Value $964K Shares 4,219 Est. Cost $93.84 Unrealized +142.5%
FDX FEDEX CORP 0.4%
Value $944K Shares 3,268 Est. Cost $184.23 Unrealized +42.0%
LMT LOCKHEED MARTIN CORP 0.4%
Value $918K Shares 1,898 Est. Cost $445.90 Unrealized +6.8%
ACN ACCENTURE PLC IRELAND 0.4%
Value $917K Shares 3,419 Est. Cost $98.05 Unrealized +159.1%
PG PROCTER AND GAMBLE CO 0.4%
Value $914K Shares 6,380 Est. Cost $63.13 Unrealized +133.1%
T AT&T INC 0.4%
Value $907K Shares 36,506 Est. Cost $17.22 Unrealized +46.8%
CVS CVS HEALTH CORP 0.4%
Value $886K Shares 11,163 Est. Cost $62.15 Unrealized +26.6%
SO SOUTHERN CO 0.4%
Value $877K Shares 10,061 Est. Cost $40.51 Unrealized +124.4%
PANW PALO ALTO NETWORKS INC 0.4%
Value $857K Shares 4,650 Est. Cost $185.98 Unrealized +8.5%
XHB SPDR SERIES TRUST 0.4%
Value $850K Shares 8,253 Est. Cost $98.92 Unrealized
ALL ALLSTATE CORP 0.4%
Value $848K Shares 4,075 Est. Cost $71.02 Unrealized +187.4%
KR KROGER CO 0.3%
Value $806K Shares 12,892 Est. Cost $26.46 Unrealized +146.5%
ECL ECOLAB INC 0.3%
Value $800K Shares 3,049 Est. Cost $181.30 Unrealized +46.6%
VLO VALERO ENERGY CORP 0.3%
Value $778K Shares 4,781 Est. Cost $64.90 Unrealized +160.1%
DIS DISNEY WALT CO 0.3%
Value $773K Shares 6,790 Est. Cost $82.90 Unrealized +32.1%
XLE SELECT SECTOR SPDR TR 0.3%
Value $767K Shares 17,149 Est. Cost $56.36 Unrealized
SBUX STARBUCKS CORP 0.3%
Value $701K Shares 8,322 Est. Cost $83.70 Unrealized +0.4%
UPS UNITED PARCEL SERVICE INC 0.3%
Value $690K Shares 6,953 Est. Cost $122.97 Unrealized -24.6%
UNP UNION PAC CORP 0.3%
Value $687K Shares 2,971 Est. Cost $224.25 Unrealized +1.4%
FTNT FORTINET INC 0.3%
Value $666K Shares 8,386 Est. Cost $97.65 Unrealized -15.1%
PFE PFIZER INC 0.3%
Value $662K Shares 26,573 Est. Cost $22.55 Unrealized +11.0%
IGM ISHARES TR 0.3%
Value $635K Shares 4,918 Est. Cost $88.84 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value $578K Shares 14,180 Est. Cost $29.90 Unrealized +35.4%
AWK AMERICAN WTR WKS CO INC NEW 0.2%
Value $524K Shares 4,015 Est. Cost $135.65 Unrealized -1.8%
GOOG ALPHABET INC 0.2%
Value $439K Shares 1,400 Est. Cost $107.52 Unrealized +166.3%
XLB SELECT SECTOR SPDR TR 0.1%
Value $355K Shares 7,821 Est. Cost $50.19 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.1%
Value $309K Shares 13,264 Est. Cost $11.60 Unrealized
GUSH DIREXION SHS ETF TR 0.1%
Value $280K Shares 12,780 Est. Cost $34.51 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value $278K Shares 3,575 Est. Cost $61.02 Unrealized
HON HONEYWELL INTL INC 0.1%
Value $272K Shares 1,392 Est. Cost $72.07 Unrealized +170.6%
XLU SELECT SECTOR SPDR TR 0.1%
Value $263K Shares 6,152 Est. Cost $53.33 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value $215K Shares 351 Est. Cost $443.07 Unrealized
TSLA TESLA INC 0.1%
Value $145K Shares 322 Est. Cost $223.23 Unrealized +98.6%
CAT CATERPILLAR INC 0.1%
Value $143K Shares 250 Est. Cost $213.76 Unrealized +159.9%
FBIN FORTUNE BRANDS INNOVATIONS I 0.1%
Value $127K Shares 2,530 Est. Cost $60.52 Unrealized -17.7%
CL COLGATE PALMOLIVE CO 0.1%
Value $127K Shares 1,601 Est. Cost $48.49 Unrealized +61.5%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value $120K Shares 1,500 Est. Cost $57.12 Unrealized +42.0%
WRB BERKLEY W R CORP 0.0%
Value $118K Shares 1,687 Est. Cost $42.01 Unrealized +73.2%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value $111K Shares 505 Est. Cost $204.67 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value $80,145 Shares 273 Est. Cost $184.77 Unrealized +56.1%
URNM SPROTT FDS TR 0.0%
Value $74,650 Shares 1,360 Est. Cost $47.93 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value $66,381 Shares 86 Est. Cost $303.98 Unrealized +123.3%
EMR EMERSON ELEC CO 0.0%
Value $66,360 Shares 500 Est. Cost $80.08 Unrealized +65.3%
WEC WEC ENERGY GROUP INC 0.0%
Value $61,167 Shares 580 Est. Cost $59.76 Unrealized +84.5%
FCX FREEPORT-MCMORAN INC 0.0%
Value $60,948 Shares 1,200 Est. Cost $37.70 Unrealized +14.9%
LLY ELI LILLY & CO 0.0%
Value $54,809 Shares 51 Est. Cost $599.82 Unrealized +59.3%
WFC WELLS FARGO CO NEW 0.0%
Value $51,540 Shares 553 Est. Cost $37.07 Unrealized +133.7%
MPC MARATHON PETE CORP 0.0%
Value $40,658 Shares 250 Est. Cost $109.92 Unrealized +69.6%
MO ALTRIA GROUP INC 0.0%
Value $39,728 Shares 689 Est. Cost $40.53 Unrealized +46.4%
TPR TAPESTRY INC 0.0%
Value $36,414 Shares 285 Est. Cost $43.30 Unrealized +163.3%
CNQ CANADIAN NAT RES LTD 0.0%
Value $33,850 Shares 1,000 Est. Cost $31.32 Unrealized +3.5%
XME SPDR SERIES TRUST 0.0%
Value $33,466 Shares 323 Est. Cost $55.99 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value $32,080 Shares 200 Est. Cost $84.48 Unrealized +81.8%
IMCG ISHARES TR 0.0%
Value $31,936 Shares 400 Est. Cost $96.36 Unrealized
DUST DIREXION SHS ETF TR 0.0%
Value $28,495 Shares 3,830 Est. Cost $9.31 Unrealized
MBC MASTERBRAND INC 0.0%
Value $27,931 Shares 2,530 Est. Cost $9.57 Unrealized +22.3%
MDLZ MONDELEZ INTL INC 0.0%
Value $26,915 Shares 500 Est. Cost $68.54 Unrealized -16.8%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value $19,883 Shares 50 Est. Cost $134.81 Unrealized +228.3%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $17,626 Shares 355 Est. Cost $61.21 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $17,350 Shares 1,000 Est. Cost $9.47 Unrealized +72.0%
SLV ISHARES SILVER TR 0.0%
Value $17,329 Shares 269 Est. Cost $40.68 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value $16,906 Shares 348 Est. Cost $47.08 Unrealized 0.0%
MMM 3M CO 0.0%
Value $16,010 Shares 100 Est. Cost $77.55 Unrealized +110.4%
STZ CONSTELLATION BRANDS INC 0.0%
Value $13,796 Shares 100 Est. Cost $68.08 Unrealized +101.0%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $13,682 Shares 150 Est. Cost $91.04 Unrealized +7.3%
NUVEEN MUNICIPAL CREDIT INC 0.0%
Value $13,310 Shares 1,058 Est. Cost $17.01 Unrealized
LEVI LEVI STRAUSS & CO NEW 0.0%
Value $10,370 Shares 500 Est. Cost $13.29 Unrealized +60.9%
PAL PROFICIENT AUTO LOGISTICS IN 0.0%
Value $9,640 Shares 1,000 Est. Cost $15.27 Unrealized -48.6%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value $9,362 Shares 292 Est. Cost $25.47 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value $8,896 Shares 67 Est. Cost $85.72 Unrealized +30.1%
OKE ONEOK INC NEW 0.0%
Value $8,894 Shares 121 Est. Cost $35.86 Unrealized +96.5%
DEO DIAGEO PLC 0.0%
Value $8,627 Shares 100 Est. Cost $173.48 Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value $8,464 Shares 241 Est. Cost $21.34 Unrealized +73.4%
RTX RTX CORPORATION 0.0%
Value $8,436 Shares 46 Est. Cost $86.83 Unrealized +99.6%
PRU PRUDENTIAL FINL INC 0.0%
Value $7,789 Shares 69 Est. Cost $66.66 Unrealized +59.8%
GIS GENERAL MLS INC 0.0%
Value $7,580 Shares 163 Est. Cost $32.96 Unrealized +44.0%
ITA ISHARES TR 0.0%
Value $7,514 Shares 35 Est. Cost $209.26 Unrealized
F FORD MTR CO 0.0%
Value $7,413 Shares 565 Est. Cost $9.21 Unrealized +39.4%
GRMN GARMIN LTD 0.0%
Value $7,100 Shares 35 Est. Cost $28.23 Unrealized +667.5%
EUAD SPINNAKER ETF SERIES 0.0%
Value $7,078 Shares 168 Est. Cost $44.70 Unrealized
BKH BLACK HILLS CORP 0.0%
Value $6,942 Shares 100 Est. Cost $47.73 Unrealized +39.3%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value $6,728 Shares 257 Est. Cost $23.29 Unrealized +19.6%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value $6,461 Shares 19 Est. Cost $264.00 Unrealized +17.2%
HOMZ ETF SER SOLUTIONS 0.0%
Value $6,124 Shares 135 Est. Cost $22.22 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value $5,493 Shares 25 Est. Cost $229.63 Unrealized -7.4%
AZN ASTRAZENECA PLC 0.0%
Value $5,332 Shares 58 Est. Cost $67.76 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value $4,913 Shares 90 Est. Cost $28.17 Unrealized +94.4%
SYY SYSCO CORP 0.0%
Value $4,864 Shares 66 Est. Cost $65.71 Unrealized +14.9%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value $4,597 Shares 24 Est. Cost $191.54 Unrealized
BCC BOISE CASCADE CO DEL 0.0%
Value $4,490 Shares 61 Est. Cost $129.94 Unrealized -44.0%
GUTS FRACTYL HEALTH INC 0.0%
Value $4,356 Shares 1,980 Est. Cost $1.55 Unrealized +3.6%
SXI STANDEX INTL CORP 0.0%
Value $4,346 Shares 20 Est. Cost $57.49 Unrealized +303.3%
SW SMURFIT WESTROCK PLC 0.0%
Value $4,254 Shares 110 Est. Cost $43.84 Unrealized -13.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value $4,086 Shares 50 Est. Cost $71.78 Unrealized +25.4%
ENR ENERGIZER HLDGS INC NEW 0.0%
Value $3,978 Shares 200 Est. Cost $28.77 Unrealized -26.0%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value $3,548 Shares 180 Est. Cost $15.78 Unrealized +0.6%
TJX TJX COS INC NEW 0.0%
Value $3,533 Shares 23 Est. Cost $94.62 Unrealized +56.1%
AVGO BROADCOM INC 0.0%
Value $3,522 Shares 10 Est. Cost $154.20 Unrealized +131.5%
TSCO TRACTOR SUPPLY CO 0.0%
Value $3,501 Shares 70 Est. Cost $52.49 Unrealized +2.3%
APTV APTIV PLC 0.0%
Value $3,424 Shares 45 Est. Cost $63.38 Unrealized +26.7%
EPC EDGEWELL PERS CARE CO 0.0%
Value $3,410 Shares 200 Est. Cost $93.45 Unrealized -80.3%
POST POST HLDGS INC 0.0%
Value $3,269 Shares 33 Est. Cost $35.89 Unrealized +188.5%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value $3,136 Shares 20 Est. Cost $206.08 Unrealized -30.5%
QQQE DIREXION SHS ETF TR 0.0%
Value $3,069 Shares 30 Est. Cost $89.20 Unrealized
URA GLOBAL X FDS 0.0%
Value $2,991 Shares 70 Est. Cost $28.83 Unrealized
OSK OSHKOSH CORP 0.0%
Value $2,889 Shares 23 Est. Cost $107.50 Unrealized +19.0%
AEG AEGON LTD 0.0%
Value $2,729 Shares 354 Est. Cost $5.76 Unrealized
GTX GARRETT MOTION INC 0.0%
Value $2,527 Shares 145 Est. Cost $6.62 Unrealized +140.6%
CRH CRH PLC 0.0%
Value $2,496 Shares 20 Est. Cost $54.36 Unrealized +119.1%
DKNG DRAFTKINGS INC NEW 0.0%
Value $2,412 Shares 70 Est. Cost $32.89 Unrealized 0.0%
COP CONOCOPHILLIPS 0.0%
Value $2,247 Shares 24 Est. Cost $102.31 Unrealized -12.0%
QUBT QUANTUM COMPUTING INC 0.0%
Value $2,175 Shares 212 Est. Cost $11.20 Unrealized +27.0%
ED CONSOLIDATED EDISON INC 0.0%
Value $1,986 Shares 20 Est. Cost $84.13 Unrealized +17.4%
SOLV SOLVENTUM CORP 0.0%
Value $1,981 Shares 25 Est. Cost $60.70 Unrealized +26.2%
NVO NOVO-NORDISK A S 0.0%
Value $1,933 Shares 38 Est. Cost $128.39 Unrealized
FRONTIER COMMUNICATIONS PARE 0.0%
Value $1,904 Shares 50 Est. Cost $15.66 Unrealized
BROS DUTCH BROS INC 0.0%
Value $1,837 Shares 30 Est. Cost $35.25 Unrealized +61.2%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value $1,769 Shares 110 Est. Cost $17.60 Unrealized -0.8%
NLR VANECK ETF TRUST 0.0%
Value $1,739 Shares 14 Est. Cost $135.64 Unrealized
EQT EQT CORP 0.0%
Value $1,662 Shares 31 Est. Cost $41.21 Unrealized +36.2%
HOG HARLEY DAVIDSON INC 0.0%
Value $1,639 Shares 80 Est. Cost $26.84 Unrealized -8.4%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value $1,601 Shares 25 Est. Cost $56.72 Unrealized
BATRK ATLANTA BRAVES HLDGS INC 0.0%
Value $1,578 Shares 40 Est. Cost $37.85 Unrealized +4.4%
LDOS LEIDOS HOLDINGS INC 0.0%
Value $1,263 Shares 7 Est. Cost $164.34 Unrealized +15.1%
ASIX ADVANSIX INC 0.0%
Value $1,003 Shares 58 Est. Cost $16.41 Unrealized +5.8%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value $963 Shares 50 Est. Cost $18.52 Unrealized
ACHR ARCHER AVIATION INC 0.0%
Value $752 Shares 100 Est. Cost $9.90 Unrealized -4.9%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $584 Shares 1 Est. Cost $535.25 Unrealized +5.6%
CALY TOPGOLF CALLAWAY BRANDS CORP 0.0%
Value $584 Shares 50 Est. Cost $20.01 Unrealized -47.3%
FG F&G ANNUITIES & LIFE INC 0.0%
Value $339 Shares 11 Est. Cost $24.41 Unrealized +27.3%
SCHR SCHWAB STRATEGIC TR 0.0%
Value $251 Shares 10 Est. Cost $25.10 Unrealized
OXM OXFORD INDS INC 0.0%
Value $189 Shares 6 Est. Cost $91.56 Unrealized -59.4%
PSX PHILLIPS 66 0.0%
Value $129 Shares 1 Est. Cost $71.47 Unrealized +87.5%
MRP MILLROSE PPTYS INC 0.0%
Value $119 Shares 4 Est. Cost $26.50 Unrealized
BYND BEYOND MEAT INC 0.0%
Value $16 Shares 20 Est. Cost $97.08 Unrealized -98.6%