St. Johns Investment Management Company, LLC Diversified Active

Location: Jacksonville, FL

CIK: 0001605522 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 4, 2026

Total Value: $264M (100.0% shares, 0.0% debt)

Holdings (201)

New Positions (12)

Increased Positions (40)

PANW PALO ALTO NETWORKS INC 0.6%
Value $1.579M (+116.9%) Shares 4,629 (+2.0%) Est. Cost $189.00 Unrealized
NVDA NVIDIA CORPORATION 2.2%
Value $5.871M (+16.0%) Shares 29,343 (+1.1%) Est. Cost $98.96 Unrealized
AXP AMERICAN EXPRESS CO 1.5%
Value $3.964M (+18.9%) Shares 11,718 (+6.3%) Est. Cost $107.68 Unrealized
BAC BANK OF AMER CORP 1.3%
Value $3.403M (+18.7%) Shares 59,718 (+1.6%) Est. Cost $18.42 Unrealized
JPM JPMORGAN CHASE & CO 1.5%
Value $4.018M (+15.0%) Shares 12,275 (+3.3%) Est. Cost $87.02 Unrealized
UNH UNITEDHEALTH GROUP INC 0.5%
Value $1.386M (+60.0%) Shares 3,335 (+4.2%) Est. Cost $328.92 Unrealized
CVS CVS HEALTH CORP 0.5%
Value $1.418M (+55.3%) Shares 13,706 (+7.8%) Est. Cost $66.93 Unrealized
XLI SELECT SECTOR SPDR TR 1.3%
Value $3.41M (+16.8%) Shares 18,409 (+2.0%) Est. Cost $94.78 Unrealized
XHB SPDR SERIES TRUST 0.6%
Value $1.486M (+41.7%) Shares 12,862 (+21.1%) Est. Cost $101.78 Unrealized
XLV SELECT SECTOR SPDR TR 0.9%
Value $2.407M (+18.7%) Shares 15,169 (+9.6%) Est. Cost $90.17 Unrealized
HD HOME DEPOT INC 0.8%
Value $1.985M (+23.3%) Shares 5,627 (+15.0%) Est. Cost $223.22 Unrealized
MSFT MICROSOFT CORP 3.0%
Value $7.917M (+4.9%) Shares 21,223 (+4.1%) Est. Cost $270.08 Unrealized
V VISA INC 0.8%
Value $1.991M (+17.8%) Shares 5,804 (+3.8%) Est. Cost $235.76 Unrealized
SBUX STARBUCKS CORP 0.4%
Value $1.149M (+28.0%) Shares 11,241 (+12.2%) Est. Cost $87.21 Unrealized
ALL ALLSTATE CORP 0.4%
Value $1.113M (+27.5%) Shares 4,676 (+11.1%) Est. Cost $91.47 Unrealized
XLF SELECT SECTOR SPDR TR 0.9%
Value $2.255M (+10.6%) Shares 42,056 (+1.8%) Est. Cost $29.11 Unrealized
MET METLIFE INC 0.4%
Value $1.09M (+22.6%) Shares 12,883 (+2.5%) Est. Cost $44.86 Unrealized
UPS UNITED PARCEL SVCS INC 0.4%
Value $941K (+24.5%) Shares 8,749 (+13.9%) Est. Cost $119.99 Unrealized
MRK MERCK & CO INC 0.8%
Value $2.001M (+9.7%) Shares 15,572 (+2.7%) Est. Cost $56.54 Unrealized
ABBV ABBVIE INC 0.4%
Value $1.108M (+18.8%) Shares 4,402 (+2.7%) Est. Cost $99.96 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value $1.696M (+10.9%) Shares 3,389 (+6.2%) Est. Cost $402.94 Unrealized
XLY SELECT SECTOR SPDR TR 0.5%
Value $1.231M (+14.9%) Shares 10,497 (+6.8%) Est. Cost $109.04 Unrealized
PEP PEPSICO INC 0.4%
Value $1.036M (-10.9%) Shares 7,651 (+2.1%) Est. Cost $73.99 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value $577K (-15.8%) Shares 4,634 (+34.2%) Est. Cost $104.78 Unrealized
ABT ABBOTT LABORATORIES 0.3%
Value $895K (-10.7%) Shares 9,859 (+1.0%) Est. Cost $39.13 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.7%
Value $1.96M (-4.7%) Shares 2,095 (+1.5%) Est. Cost $595.25 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value $640K (-13.0%) Shares 15,114 (+3.1%) Est. Cost $30.71 Unrealized
DIS DISNEY WALT CO 0.3%
Value $756K (+11.3%) Shares 7,856 (+11.4%) Est. Cost $85.15 Unrealized
PFE PFIZER INC 0.3%
Value $745K (-7.8%) Shares 30,953 (+7.5%) Est. Cost $22.91 Unrealized
PG PROCTER & GAMBLE CO 0.4%
Value $984K (+4.5%) Shares 6,713 (+3.0%) Est. Cost $67.38 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value $44,043 (+856.2%) Shares 207 (+762.5%) Est. Cost $210.31 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.2%
Value $609K (+6.1%) Shares 4,631 (+9.7%) Est. Cost $134.99 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value $326K (+11.0%) Shares 3,920 (+9.6%) Est. Cost $62.95 Unrealized
CRM SALESFORCE INC 0.4%
Value $1.013M (+3.1%) Shares 6,465 (+22.8%) Est. Cost $178.04 Unrealized
NEE NEXTERA ENERGY INC 0.5%
Value $1.222M (-2.2%) Shares 13,918 (+3.5%) Est. Cost $65.88 Unrealized
META META PLATFORMS INC 1.2%
Value $3.151M (-0.2%) Shares 5,594 (+1.3%) Est. Cost $201.73 Unrealized
SO SOUTHERN CO 0.4%
Value $1.001M (+0.5%) Shares 10,454 (+1.4%) Est. Cost $42.44 Unrealized
RTX RTX CORPORATION 0.0%
Value $12,712 (+43.3%) Shares 67 (+45.7%) Est. Cost $119.08 Unrealized
LOW LOWES COS INC 0.4%
Value $1.186M (+0.3%) Shares 5,380 (+7.5%) Est. Cost $66.35 Unrealized
OGEN ORAGENICS INC 0.0%
Value $1,117 (+897.3%) Shares 1,924 (+862.0%) Est. Cost $0.60 Unrealized

Decreased Positions (26)

SCHX SCHWAB STRATEGIC TR 11.2%
Value $29.53M (+12.4%) Shares 1,003,234 (-2.1%) Est. Cost $33.17 Unrealized
SCHA SCHWAB STRATEGIC TR 5.9%
Value $15.63M (+21.6%) Shares 432,684 (-2.1%) Est. Cost $38.30 Unrealized
SCHM SCHWAB STRATEGIC TR 5.5%
Value $14.62M (+17.0%) Shares 396,599 (-1.8%) Est. Cost $34.20 Unrealized
GLD SPDR GOLD TR 2.5%
Value $6.702M (-17.9%) Shares 18,193 (-4.1%) Est. Cost $173.59 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 4.3%
Value $11.44M (+13.7%) Shares 15,315 (-1.0%) Est. Cost $257.54 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.9%
Value $2.436M (+74.9%) Shares 4,194 (-38.8%) Est. Cost $139.99 Unrealized
IWM ISHARES TR 2.5%
Value $6.573M (+18.6%) Shares 21,877 (-2.1%) Est. Cost $147.41 Unrealized
GOOGL ALPHABET INC 2.3%
Value $6.075M (+20.1%) Shares 17,000 (-3.4%) Est. Cost $107.15 Unrealized
CSCO CISCO SYS INC 0.8%
Value $2.121M (+48.0%) Shares 18,059 (-2.2%) Est. Cost $23.57 Unrealized
XOM EXXON MOBIL CORP 0.8%
Value $2.236M (-23.5%) Shares 16,356 (-5.0%) Est. Cost $64.73 Unrealized
GLW CORNING INC 0.9%
Value $2.428M (+35.3%) Shares 9,504 (-28.0%) Est. Cost $22.66 Unrealized
AMZN AMAZON COM INC 2.0%
Value $5.403M (+10.9%) Shares 22,671 (-3.1%) Est. Cost $130.48 Unrealized
WMT WALMART INC 1.7%
Value $4.402M (-10.5%) Shares 38,868 (-1.8%) Est. Cost $50.20 Unrealized
QCOM QUALCOMM INC 0.7%
Value $1.808M (+38.2%) Shares 9,784 (-3.7%) Est. Cost $77.62 Unrealized
CMI CUMMINS INC 1.0%
Value $2.675M (+19.4%) Shares 3,750 (-9.9%) Est. Cost $130.48 Unrealized
MDY STATE STR SPDR S&P MIDCAP 40 1.0%
Value $2.686M (+12.7%) Shares 3,819 (-1.2%) Est. Cost $250.53 Unrealized
KR KROGER CO 0.3%
Value $689K (-24.8%) Shares 12,402 (-2.0%) Est. Cost $26.46 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value $828K (-19.7%) Shares 15,599 (-7.3%) Est. Cost $56.36 Unrealized
FDX FEDEX CORP 0.4%
Value $1.027M (-14.7%) Shares 3,280 (-3.0%) Est. Cost $189.44 Unrealized
VLO VALERO ENERGY CORP 0.4%
Value $1.007M (-13.4%) Shares 3,865 (-17.9%) Est. Cost $64.90 Unrealized
SYK STRYKER CORPORATION 0.6%
Value $1.553M (-8.1%) Shares 4,933 (-4.1%) Est. Cost $100.56 Unrealized
SCHD SCHWAB STRATEGIC TR 2.8%
Value $7.508M (-1.2%) Shares 236,759 (-4.4%) Est. Cost $39.31 Unrealized
UNP UNION PAC CORP 0.3%
Value $842K (+10.9%) Shares 3,097 (-1.1%) Est. Cost $225.22 Unrealized
SOXL DIREXION SHARES ETF TRUST 0.0%
Value $90,681 (+136.6%) Shares 340 (-57.5%) Est. Cost $47.91 Unrealized
AMGN AMGEN INC 0.7%
Value $1.878M (+1.5%) Shares 5,187 (-1.4%) Est. Cost $134.81 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value $257K (-9.4%) Shares 5,678 (-8.3%) Est. Cost $53.33 Unrealized

Unchanged Positions (123)

XLK SELECT SECTOR SPDR TR 3.0%
Value $7.919M Shares 41,564 Est. Cost $111.20 Unrealized
AAPL APPLE INC 5.5%
Value $14.54M Shares 50,243 Est. Cost $98.53 Unrealized
IVV ISHARES TR 2.4%
Value $6.31M Shares 8,426 Est. Cost $330.72 Unrealized
IWR ISHARES TR 2.4%
Value $6.336M Shares 57,433 Est. Cost $72.46 Unrealized
FTNT FORTINET INC 0.5%
Value $1.367M Shares 8,898 Est. Cost $96.79 Unrealized
NOC NORTHROP GRUMMAN CORP 0.4%
Value $983K Shares 1,931 Est. Cost $146.83 Unrealized
T AT&T INC 0.3%
Value $791K Shares 38,208 Est. Cost $17.64 Unrealized
CVX CHEVRON CORPORATION 0.5%
Value $1.237M Shares 7,463 Est. Cost $94.11 Unrealized
FITB FIFTH THIRD BANCORP 0.6%
Value $1.46M Shares 25,907 Est. Cost $26.91 Unrealized
MCD MCDONALDS CORP 0.6%
Value $1.706M Shares 6,313 Est. Cost $100.85 Unrealized
IGM ISHARES TR 0.3%
Value $804K Shares 4,918 Est. Cost $88.84 Unrealized
LMT LOCKHEED MARTIN CORP 0.4%
Value $995K Shares 1,953 Est. Cost $450.34 Unrealized
DE DEERE & CO 0.6%
Value $1.455M Shares 2,294 Est. Cost $126.39 Unrealized
TFC TRUIST FINL CORP 0.7%
Value $1.956M Shares 39,259 Est. Cost $39.68 Unrealized
KO COCA COLA CO 0.6%
Value $1.676M Shares 20,622 Est. Cost $33.57 Unrealized
CAT CATERPILLAR INC 0.1%
Value $266K Shares 250 Est. Cost $213.76 Unrealized
XLC SELECT SECTOR SPDR TR 1.0%
Value $2.679M Shares 25,008 Est. Cost $59.31 Unrealized
GOOG ALPHABET INC 0.2%
Value $461K Shares 1,305 Est. Cost $107.52 Unrealized
JNJ JOHNSON & JOHNSON 0.8%
Value $2.144M Shares 8,442 Est. Cost $82.47 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value $259K Shares 352 Est. Cost $443.07 Unrealized
GD GENERAL DYNAMICS CORP 0.5%
Value $1.303M Shares 3,679 Est. Cost $218.44 Unrealized
ECL ECOLAB INC 0.3%
Value $895K Shares 3,213 Est. Cost $185.91 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.1%
Value $307K Shares 12,264 Est. Cost $11.60 Unrealized
GUSH DIREXION SHARES ETF TRUST 0.0%
Value $92,130 Shares 3,000 Est. Cost $34.51 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS I 0.1%
Value $139K Shares 2,530 Est. Cost $60.52 Unrealized
IGV ISHARES TR 0.1%
Value $143K Shares 1,580 Est. Cost $80.05 Unrealized
TSLA TESLA INC 0.1%
Value $135K Shares 322 Est. Cost $223.23 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value $79,331 Shares 273 Est. Cost $184.77 Unrealized
LLY ELI LILLY & CO 0.0%
Value $61,171 Shares 51 Est. Cost $599.82 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value $53,624 Shares 86 Est. Cost $303.98 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value $147K Shares 1,601 Est. Cost $48.49 Unrealized
XLB SELECT SECTOR SPDR TR 0.2%
Value $406K Shares 7,984 Est. Cost $50.19 Unrealized
CNQ CANADIAN NAT RES LTD MED TER 0.0%
Value $39,500 Shares 1,000 Est. Cost $31.32 Unrealized
WRB BERKLEY W R CORP 0.1%
Value $149K Shares 2,117 Est. Cost $47.58 Unrealized
IMCG ISHARES TR 0.0%
Value $39,320 Shares 400 Est. Cost $96.36 Unrealized
ORCL ORACLE CORP 0.5%
Value $1.376M Shares 9,386 Est. Cost $39.49 Unrealized
EMR EMERSON ELEC CO 0.0%
Value $71,575 Shares 500 Est. Cost $80.08 Unrealized
MBC MASTERBRAND INC 0.0%
Value $26,034 Shares 2,530 Est. Cost $9.57 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value $30,833 Shares 348 Est. Cost $47.08 Unrealized
MO ALTRIA GROUP INC 0.0%
Value $49,574 Shares 689 Est. Cost $40.53 Unrealized
SLV ISHARES SILVER TR 0.0%
Value $14,383 Shares 269 Est. Cost $40.68 Unrealized
LEVI LEVI STRAUSS & CO NEW 0.0%
Value $12,415 Shares 500 Est. Cost $13.29 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value $36,182 Shares 200 Est. Cost $84.48 Unrealized
MPC MARATHON PETE CORP 0.0%
Value $63,918 Shares 250 Est. Cost $109.92 Unrealized
GTX GARRETT MOTION INC 0.0%
Value $5,253 Shares 145 Est. Cost $6.62 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $17,730 Shares 1,000 Est. Cost $9.47 Unrealized
SXI STANDEX INTL CORP 0.0%
Value $7,153 Shares 20 Est. Cost $57.49 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.0%
Value $5,318 Shares 19 Est. Cost $264.00 Unrealized
WFC WELLS FARGO & CO 0.0%
Value $45,700 Shares 553 Est. Cost $37.07 Unrealized
MMM 3M CO 0.0%
Value $16,191 Shares 100 Est. Cost $77.55 Unrealized
TPR TAPESTRY INC 0.0%
Value $41,718 Shares 285 Est. Cost $43.30 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value $15,052 Shares 50 Est. Cost $134.81 Unrealized
DJT TRUMP MEDIA & TECHNOLOGY GRO 0.0%
Value $6,966 Shares 900 Est. Cost $12.56 Unrealized
F FORD MTR CO 0.0%
Value $7,854 Shares 565 Est. Cost $9.21 Unrealized
FBYD FALCONS BEYOND GLOBAL INC 0.0%
Value $5,842 Shares 326 Est. Cost $6.95 Unrealized
EPC EDGEWELL PERSONAL CARE CO 0.0%
Value $5,372 Shares 200 Est. Cost $93.45 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value $13,909 Shares 100 Est. Cost $68.08 Unrealized
ENR ENERGIZER HLDGS INC 0.0%
Value $4,288 Shares 200 Est. Cost $28.77 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value $2,213 Shares 70 Est. Cost $52.49 Unrealized
ITA ISHARES TR 0.0%
Value $8,485 Shares 35 Est. Cost $209.26 Unrealized
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value $1,332 Shares 50 Est. Cost $18.52 Unrealized
SYY SYSCO CORP 0.0%
Value $5,516 Shares 66 Est. Cost $65.71 Unrealized
HOMZ ETF SER SOLUTIONS 0.0%
Value $6,450 Shares 135 Est. Cost $22.22 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value $7,555 Shares 70 Est. Cost $67.24 Unrealized
SW SMURFIT WESTROCK PLC 0.0%
Value $5,089 Shares 110 Est. Cost $43.84 Unrealized
QQQE DIREXION SHARES ETF TRUST 0.0%
Value $3,660 Shares 30 Est. Cost $89.20 Unrealized
AVGO BROADCOM INC 0.0%
Value $3,859 Shares 10 Est. Cost $154.20 Unrealized
COP CONOCOPHILLIPS 0.0%
Value $2,495 Shares 24 Est. Cost $102.31 Unrealized
GUTS FRACTYL HEALTH INC 0.0%
Value $1,573 Shares 1,980 Est. Cost $1.55 Unrealized
BROS DUTCH BROS INC 0.0%
Value $2,154 Shares 30 Est. Cost $35.25 Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value $7,495 Shares 241 Est. Cost $21.34 Unrealized
QUBT QUANTUM COMPUTING INC 0.0%
Value $2,056 Shares 212 Est. Cost $11.20 Unrealized
DEO DIAGEO PLC 0.0%
Value $8,038 Shares 100 Est. Cost $173.48 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value $67,727 Shares 580 Est. Cost $59.76 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value $2,354 Shares 110 Est. Cost $17.60 Unrealized
NUVEEN MUN CR INCOME FD 0.0%
Value $13,415 Shares 1,058 Est. Cost $17.01 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value $4,608 Shares 257 Est. Cost $23.29 Unrealized
BKH BLACK HILLS CORP 0.0%
Value $7,440 Shares 100 Est. Cost $47.73 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value $1,822 Shares 38 Est. Cost $128.39 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value $4,332 Shares 20 Est. Cost $206.08 Unrealized
AEG AEGON LTD 0.0%
Value $2,988 Shares 354 Est. Cost $5.76 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value $3,123 Shares 180 Est. Cost $15.78 Unrealized
GIS GENERAL MILLS INC 0.0%
Value $5,672 Shares 163 Est. Cost $32.96 Unrealized
OKE ONEOK INC NEW 0.0%
Value $9,476 Shares 109 Est. Cost $35.86 Unrealized
BATRK ATLANTA BRAVES HLDGS INC 0.0%
Value $2,076 Shares 40 Est. Cost $37.85 Unrealized
LDOS LEIDOS HOLDINGS INC 0.0%
Value $721 Shares 7 Est. Cost $164.34 Unrealized
APTV APTIV PLC 0.0%
Value $2,762 Shares 45 Est. Cost $63.38 Unrealized
POST POST HLDGS INC 0.0%
Value $2,913 Shares 33 Est. Cost $35.89 Unrealized
XME SPDR SERIES TRUST 0.0%
Value $34,538 Shares 323 Est. Cost $55.99 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value $1,957 Shares 80 Est. Cost $26.84 Unrealized
URA GLOBAL X FDS 0.0%
Value $3,059 Shares 70 Est. Cost $28.83 Unrealized
BUD ANHEUSER BUSCH INBEV SA NV 0.0%
Value $2,060 Shares 25 Est. Cost $56.72 Unrealized
EQT EQT CORP 0.0%
Value $1,648 Shares 31 Est. Cost $41.21 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value $122K Shares 1,500 Est. Cost $57.12 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value $10,734 Shares 292 Est. Cost $25.47 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value $1,929 Shares 25 Est. Cost $60.70 Unrealized
ASIX ADVANSIX INC 0.0%
Value $1,153 Shares 58 Est. Cost $16.41 Unrealized
DKNG DRAFTKINGS INC NEW 0.0%
Value $1,768 Shares 70 Est. Cost $32.89 Unrealized
CALY CALLAWAY GOLF CO 0.0%
Value $940 Shares 50 Est. Cost $20.01 Unrealized
DG DOLLAR GEN CORP 0.0%
Value $7,712 Shares 67 Est. Cost $85.72 Unrealized
EUAD SPINNAKER ETF SERIES 0.0%
Value $7,086 Shares 168 Est. Cost $44.70 Unrealized
NLR VANECK ETF TRUST 0.0%
Value $1,624 Shares 14 Est. Cost $135.64 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value $5,499 Shares 29 Est. Cost $190.39 Unrealized
GRMN GARMIN LTD 0.0%
Value $8,314 Shares 35 Est. Cost $28.23 Unrealized
TJX TJX COS INC NEW 0.0%
Value $3,485 Shares 23 Est. Cost $94.62 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value $5,572 Shares 25 Est. Cost $229.63 Unrealized
OSK OSHKOSH CORP 0.0%
Value $3,530 Shares 23 Est. Cost $107.50 Unrealized
BCC BOISE CASCADE CO DEL 0.0%
Value $4,735 Shares 61 Est. Cost $129.94 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value $28,920 Shares 500 Est. Cost $68.54 Unrealized
FNF FIDELITY NATL FINL INC 0.0%
Value $4,244 Shares 90 Est. Cost $28.17 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value $2,213 Shares 20 Est. Cost $84.13 Unrealized
ACHR ARCHER AVIATION INC 0.0%
Value $473 Shares 100 Est. Cost $9.90 Unrealized
CRH CRH PLC 0.0%
Value $2,140 Shares 20 Est. Cost $54.36 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $13,814 Shares 150 Est. Cost $91.04 Unrealized
PAL PROFICIENT AUTO LOGISTICS IN 0.0%
Value $6,810 Shares 1,000 Est. Cost $15.27 Unrealized
OXM OXFORD INDS INC 0.0%
Value $200 Shares 6 Est. Cost $91.56 Unrealized
PSX PHILLIPS 66 0.0%
Value $169 Shares 1 Est. Cost $71.47 Unrealized
FG F&G ANNUITIES & LIFE INC 0.0%
Value $292 Shares 11 Est. Cost $24.41 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value $3,608 Shares 50 Est. Cost $71.78 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $506 Shares 1 Est. Cost $535.25 Unrealized
MRP MILLROSE PPTYS INC 0.0%
Value $120 Shares 4 Est. Cost $26.50 Unrealized
SCHR SCHWAB STRATEGIC TR 0.0%
Value $247 Shares 10 Est. Cost $25.10 Unrealized
BYND BEYOND MEAT INC 0.0%
Value $15 Shares 20 Est. Cost $97.08 Unrealized