Carolina Wealth Advisors, LLC Diversified Active

CIK: 0001786411 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 10, 2023

Total Value ($000): $159 (100.0% shares, 0.0% debt)

Holdings (248)

BLV VANGUARD LONG-TERM BOND ETF 12.6%
Value ($000) $20 Shares 275,401 Est. Cost $0.07 Unrealized
SCHP SCHWAB US TIPS ETF 9.6%
Value ($000) $15 Shares 293,115 Est. Cost $59.49 Unrealized
BKE BUCKLE INC COM 4.4%
Value ($000) $7 Shares 155,225 Est. Cost $22.48 Unrealized +29.0%
MRK MERCK & CO INC COM 4.2%
Value ($000) $7 Shares 59,948 Est. Cost $64.19 Unrealized +44.6%
LOGI LOGITECH INTL S A SHS 4.2%
Value ($000) $7 Shares 106,479 Est. Cost $52.22 Unrealized 0.0%
ABBV ABBVIE INC COM 4.1%
Value ($000) $7 Shares 40,550 Est. Cost $70.50 Unrealized +94.6%
AVGO BROADCOM INC COM 3.5%
Value ($000) $6 Shares 9,918 Est. Cost $26.88 Unrealized +77.1%
TXN TEXAS INSTRS INC COM 3.5%
Value ($000) $6 Shares 33,345 Est. Cost $110.80 Unrealized +37.1%
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 3.3%
Value ($000) $5 Shares 103,652 Est. Cost $47.61 Unrealized
FAST FASTENAL CO COM 2.9%
Value ($000) $5 Shares 97,355 Est. Cost $16.96 Unrealized +33.5%
PREMIER INC CL A 2.9%
Value ($000) $5 Shares 129,521 Est. Cost $34.68 Unrealized
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 2.8%
Value ($000) $4 Shares 219,323 Est. Cost $10.89 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 2.8%
Value ($000) $4 Shares 98,182 Est. Cost $66.05 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 2.8%
Value ($000) $4 Shares 109,274 Est. Cost $58.94 Unrealized
CHCO CITY HLDG CO COM 2.6%
Value ($000) $4 Shares 44,474 Est. Cost $64.67 Unrealized +35.9%
UPBD RENT A CTR INC NEW COM 2.6%
Value ($000) $4 Shares 181,859 Est. Cost $38.92 Unrealized -44.9%
CTRA COTERRA ENERGY INC COM 2.5%
Value ($000) $4 Shares 161,609 Est. Cost $17.19 Unrealized +41.5%
INFY INFOSYS LTD SPONSORED ADR 2.5%
Value ($000) $4 Shares 216,309 Est. Cost $11.53 Unrealized
NTAP NETAPP INC COM 2.4%
Value ($000) $4 Shares 62,877 Est. Cost $46.40 Unrealized +32.8%
SCHM SCHWAB U.S. MID-CAP ETF 2.2%
Value ($000) $4 Shares 53,953 Est. Cost $58.36 Unrealized
EIG EMPLOYERS HLDGS INC COM 2.2%
Value ($000) $3 Shares 79,236 Est. Cost $34.03 Unrealized +9.2%
AAP ADVANCE AUTO PARTS INC COM 2.1%
Value ($000) $3 Shares 22,227 Est. Cost $180.31 Unrealized -16.8%
COLB COLUMBIA BKG SYS INC COM 1.5%
Value ($000) $2 Shares 79,143 Est. Cost $28.95 Unrealized -8.6%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.5%
Value ($000) $1 Shares 26,269 Est. Cost $32.22 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.5%
Value ($000) $1 Shares 26,569 Est. Cost $29.57 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.5%
Value ($000) $1 Shares 34,976 Est. Cost $24.73 Unrealized
BHE BENCHMARK ELECTRS INC COM 0.5%
Value ($000) $1 Shares 28,606 Est. Cost $24.58 Unrealized +5.3%
CCRN CROSS CTRY HEALTHCARE INC COM 0.5%
Value ($000) $1 Shares 28,542 Est. Cost $25.89 Unrealized +26.1%
GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF 0.4%
Value ($000) $1 Shares 7,102 Est. Cost $79.88 Unrealized
CMC COMMERCIAL METALS CO COM 0.4%
Value ($000) $1 Shares 12,395 Est. Cost $36.89 Unrealized +19.0%
DHI D R HORTON INC COM 0.4%
Value ($000) $1 Shares 6,649 Est. Cost $74.76 Unrealized +3.9%
STLD STEEL DYNAMICS INC COM 0.4%
Value ($000) $1 Shares 5,966 Est. Cost $53.46 Unrealized +71.6%
MLI MUELLER INDS INC COM 0.4%
Value ($000) $1 Shares 9,431 Est. Cost $24.14 Unrealized +26.7%
NUE NUCOR CORP COM 0.3%
Value ($000) $1 Shares 4,212 Est. Cost $95.90 Unrealized +35.1%
MOS MOSAIC CO NEW COM 0.3%
Value ($000) $1 Shares 12,258 Est. Cost $37.78 Unrealized +19.9%
SUPER MICRO COMPUTER INC COM 0.3%
Value ($000) $1 Shares 6,528 Est. Cost $0.08 Unrealized
AAPL APPLE INC COM 0.3%
Value ($000) $1 Shares 3,894 Est. Cost $100.18 Unrealized +40.4%
OXY OCCIDENTAL PETE CORP COM 0.3%
Value ($000) $0 Shares 7,823 Est. Cost $60.92 Unrealized +6.2%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $0 Shares 1,580 Est. Cost $216.75 Unrealized +37.0%
HAFC HANMI FINL CORP COM NEW 0.3%
Value ($000) $0 Shares 19,054 Est. Cost $20.86 Unrealized +22.0%
BTU PEABODY ENGR CORP COM 0.3%
Value ($000) $0 Shares 17,393 Est. Cost $17.67 Unrealized +49.5%
GHC GRAHAM HLDGS CO COM CL B 0.3%
Value ($000) $0 Shares 748 Est. Cost $572.94 Unrealized +3.3%
AR ANTERO RESOURCES CORP COM 0.3%
Value ($000) $0 Shares 14,124 Est. Cost $16.71 Unrealized +106.7%
UNITED STATES STL CORP NEW COM 0.3%
Value ($000) $0 Shares 17,420 Est. Cost $27.81 Unrealized
TTMI TTM TECHNOLOGIES INC COM 0.3%
Value ($000) $0 Shares 28,593 Est. Cost $14.83 Unrealized 0.0%
CBT CABOT CORP COM 0.3%
Value ($000) $0 Shares 6,433 Est. Cost $54.00 Unrealized +21.1%
CVCO CAVCO INDS INC DEL COM 0.3%
Value ($000) $0 Shares 1,872 Est. Cost $222.09 Unrealized 0.0%
HWC HANCOCK WHITNEY CORPORATION COM 0.3%
Value ($000) $0 Shares 8,395 Est. Cost $45.95 Unrealized +12.5%
CALM CAL MAINE FOODS INC COM NEW 0.3%
Value ($000) $0 Shares 7,347 Est. Cost $46.20 Unrealized 0.0%
BHF BRIGHTHOUSE FINL INC COM 0.2%
Value ($000) $0 Shares 7,571 Est. Cost $46.60 Unrealized +12.2%
CAL CALERES INC COM 0.2%
Value ($000) $0 Shares 17,427 Est. Cost $23.02 Unrealized +2.2%
M MACYS INC COM 0.2%
Value ($000) $0 Shares 18,551 Est. Cost $21.65 Unrealized -5.4%
DCOM DIME CMNTY BANCSHARES INC COM 0.2%
Value ($000) $0 Shares 12,014 Est. Cost $27.09 Unrealized +6.8%
CHICOS FAS INC COM 0.2%
Value ($000) $0 Shares 74,127 Est. Cost $0.00 Unrealized
BUNGE LIMITED COM 0.2%
Value ($000) $0 Shares 3,641 Est. Cost $95.62 Unrealized
LXU LSB INDS INC COM 0.2%
Value ($000) $0 Shares 26,419 Est. Cost $14.91 Unrealized 0.0%
CUBI CUSTOMERS BANCORP INC COM 0.2%
Value ($000) $0 Shares 12,326 Est. Cost $37.38 Unrealized -16.6%
SIG SIGNET JEWELERS LIMITED SHS 0.2%
Value ($000) $0 Shares 5,106 Est. Cost $44.87 Unrealized +36.5%
SATS ECHOSTAR CORP CL A 0.2%
Value ($000) $0 Shares 20,618 Est. Cost $22.53 Unrealized -23.1%
MSM MSC INDL DIRECT INC CL A 0.2%
Value ($000) $0 Shares 4,188 Est. Cost $82.71 Unrealized -1.4%
RGP RESOURCES CONNECTION INC COM 0.2%
Value ($000) $0 Shares 17,378 Est. Cost $17.59 Unrealized +4.5%
BZH BEAZER HOMES USA INC COM NEW 0.2%
Value ($000) $0 Shares 24,314 Est. Cost $16.33 Unrealized -25.6%
IIIN INSTEEL INDS INC COM 0.2%
Value ($000) $0 Shares 11,127 Est. Cost $26.57 Unrealized -15.7%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $0 Shares 7,483 Est. Cost $41.57 Unrealized -26.0%
KEY KEYCORP COM 0.2%
Value ($000) $0 Shares 16,527 Est. Cost $16.27 Unrealized -9.1%
NTR NUTRIEN LTD COM 0.2%
Value ($000) $0 Shares 3,625 Est. Cost $64.48 Unrealized +10.3%
TSN TYSON FOODS INC CL A 0.2%
Value ($000) $0 Shares 4,250 Est. Cost $71.03 Unrealized -17.9%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.2%
Value ($000) $0 Shares 5,670 Est. Cost $65.21 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $0 Shares 1,660 Est. Cost $100.12 Unrealized +22.9%
VISTA OUTDOOR INC COM 0.1%
Value ($000) $0 Shares 9,571 Est. Cost $33.15 Unrealized
GT GOODYEAR TIRE & RUBR CO COM 0.1%
Value ($000) $0 Shares 22,950 Est. Cost $15.19 Unrealized -28.1%
OMF ONEMAIN HLDGS INC COM 0.1%
Value ($000) $0 Shares 6,528 Est. Cost $49.99 Unrealized -29.1%
LAREDO PETROLEUM INC COM 0.1%
Value ($000) $0 Shares 3,986 Est. Cost $61.63 Unrealized
AON AON PLC SHS CL A 0.1%
Value ($000) $0 Shares 532 Est. Cost $191.78 Unrealized +49.0%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $0 Shares 1,830 Est. Cost $123.82 Unrealized -20.2%
ATLAS AIR WORLDWIDE HLDGS INC COM NEW 0.1%
Value ($000) $0 Shares 1,203 Est. Cost $51.21 Unrealized
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value ($000) $0 Shares 1,789 Est. Cost $53.34 Unrealized
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.1%
Value ($000) $0 Shares 3,390 Est. Cost $22.67 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $0 Shares 862 Est. Cost $242.47 Unrealized -21.9%
CHD CHURCH & DWIGHT CO INC COM 0.1%
Value ($000) $0 Shares 1,218 Est. Cost $66.06 Unrealized +11.9%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $0 Shares 640 Est. Cost $123.16 Unrealized +5.4%
WMT WALMART INC COM 0.1%
Value ($000) $0 Shares 663 Est. Cost $43.49 Unrealized +5.0%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $0 Shares 201 Est. Cost $327.92 Unrealized +43.0%
PEP PEPSICO INC COM 0.1%
Value ($000) $0 Shares 500 Est. Cost $120.69 Unrealized +33.3%
R RYDER SYS INC COM 0.1%
Value ($000) $0 Shares 1,019 Est. Cost $77.39 Unrealized +8.5%
ENVA ENOVA INTL INC COM 0.0%
Value ($000) $0 Shares 1,998 Est. Cost $31.61 Unrealized +15.5%
CALLON PETE CO DEL COM 0.0%
Value ($000) $0 Shares 1,832 Est. Cost $56.04 Unrealized
BCPC BALCHEM CORP COM 0.0%
Value ($000) $0 Shares 548 Est. Cost $97.25 Unrealized +32.8%
MMM 3M CO COM 0.0%
Value ($000) $0 Shares 550 Est. Cost $117.52 Unrealized -22.8%
TGT TARGET CORP COM 0.0%
Value ($000) $0 Shares 420 Est. Cost $133.15 Unrealized +5.8%
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value ($000) $0 Shares 1,274 Est. Cost $55.84 Unrealized -17.2%
BCC BOISE CASCADE CO DEL COM 0.0%
Value ($000) $0 Shares 854 Est. Cost $42.64 Unrealized +37.0%
PPG PPG INDS INC COM 0.0%
Value ($000) $0 Shares 469 Est. Cost $112.51 Unrealized +1.8%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $0 Shares 932 Est. Cost $63.30 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $0 Shares 360 Est. Cost $141.67 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $0 Shares 900 Est. Cost $44.10 Unrealized +18.2%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $0 Shares 142 Est. Cost $373.24 Unrealized
VIRT VIRTU FINL INC CL A 0.0%
Value ($000) $0 Shares 2,565 Est. Cost $28.17 Unrealized -22.9%
MSFT MICROSOFT CORP COM 0.0%
Value ($000) $0 Shares 218 Est. Cost $163.38 Unrealized +43.3%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $0 Shares 161 Est. Cost $269.96 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $0 Shares 240 Est. Cost $164.91 Unrealized +14.1%
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $0 Shares 274 Est. Cost $117.78 Unrealized +33.3%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $0 Shares 253 Est. Cost $80.28 Unrealized +90.9%
SNPE XTRACKERS S&P 500 ESG ETF 0.0%
Value ($000) $0 Shares 1,246 Est. Cost $26.58 Unrealized
ESGG FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND 0.0%
Value ($000) $0 Shares 354 Est. Cost $95.79 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $0 Shares 277 Est. Cost $128.46 Unrealized +16.1%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $0 Shares 444 Est. Cost $130.59 Unrealized -28.4%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $0 Shares 870 Est. Cost $33.02 Unrealized
CYH COMMUNITY HEALTH SYS INC NEW COM 0.0%
Value ($000) $0 Shares 8,379 Est. Cost $10.02 Unrealized -69.3%
SO SOUTHERN CO COM 0.0%
Value ($000) $0 Shares 502 Est. Cost $48.90 Unrealized +21.9%
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $0 Shares 400 Est. Cost $108.37 Unrealized -13.0%
USFD US FOODS HLDG CORP COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $25.95 Unrealized +23.3%
SWBI SMITH & WESSON BRANDS INC COM 0.0%
Value ($000) $0 Shares 3,820 Est. Cost $18.43 Unrealized -42.9%
IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF 0.0%
Value ($000) $0 Shares 510 Est. Cost $100.00 Unrealized
ANYWHERE REAL ESTATE INC COM 0.0%
Value ($000) $0 Shares 4,703 Est. Cost $15.06 Unrealized
EVRG EVERGY INC COM 0.0%
Value ($000) $0 Shares 478 Est. Cost $45.07 Unrealized +16.5%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $0 Shares 365 Est. Cost $46.37 Unrealized +60.0%
MGA MAGNA INTL INC COM 0.0%
Value ($000) $0 Shares 500 Est. Cost $50.00 Unrealized +0.1%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 4,933 Est. Cost $11.02 Unrealized -44.2%
COLUMBIA U.S. ESG EQUITY INCOME ETF 0.0%
Value ($000) $0 Shares 673 Est. Cost $24.23 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $0 Shares 255 Est. Cost $70.86 Unrealized +23.6%
LLY LILLY ELI & CO COM 0.0%
Value ($000) $0 Shares 68 Est. Cost $120.36 Unrealized +187.3%
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $0 Shares 61 Est. Cost $310.42 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $0 Shares 235 Est. Cost $53.84 Unrealized +61.0%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $0 Shares 146 Est. Cost $143.25 Unrealized -5.9%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $0 Shares 42 Est. Cost $253.12 Unrealized +97.7%
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $0 Shares 441 Est. Cost $32.29 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $0 Shares 306 Est. Cost $43.87 Unrealized +25.2%
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 0.0%
Value ($000) $0 Shares 62 Est. Cost $225.81 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $0 Shares 150 Est. Cost $86.51 Unrealized +10.2%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $0 Shares 200 Est. Cost $109.88 Unrealized -13.8%
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $0 Shares 845 Est. Cost $14.62 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 320 Est. Cost $57.90 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $0 Shares 1,395 Est. Cost $7.01 Unrealized +43.6%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $0 Shares 174 Est. Cost $62.95 Unrealized -23.1%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $0 Shares 298 Est. Cost $87.65 Unrealized -41.2%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $0 Shares 114 Est. Cost $122.98 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $0 Shares 60 Est. Cost $189.21 Unrealized +19.5%
UTZ UTZ BRANDS INC COM CL A 0.0%
Value ($000) $0 Shares 800 Est. Cost $15.17 Unrealized +9.3%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $0 Shares 37 Est. Cost $315.67 Unrealized +2.4%
DJTWW DIGITAL WORLD ACQUISITION CORP WT EXP 063028 0.0%
Value ($000) $0 Shares 3,835 Est. Cost $13.30 Unrealized
WCLD WISDOMTREE CLOUD COMPUTING FUND 0.0%
Value ($000) $0 Shares 465 Est. Cost $34.66 Unrealized
TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF 0.0%
Value ($000) $0 Shares 482 Est. Cost $37.21 Unrealized
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $0 Shares 85 Est. Cost $138.15 Unrealized -14.8%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $0 Shares 157 Est. Cost $61.50 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $0 Shares 225 Est. Cost $28.02 Unrealized +25.0%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $0 Shares 40 Est. Cost $202.32 Unrealized +25.8%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 32 Est. Cost $105.76 Unrealized +150.9%
CHWY CHEWY INC CL A 0.0%
Value ($000) $0 Shares 238 Est. Cost $27.28 Unrealized +42.8%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $0 Shares 57 Est. Cost $92.05 Unrealized +66.7%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $0 Shares 50 Est. Cost $116.50 Unrealized +27.1%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $0 Shares 150 Est. Cost $51.46 Unrealized +15.3%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $0 Shares 33 Est. Cost $235.50 Unrealized -4.6%
META META PLATFORMS INC CL A 0.0%
Value ($000) $0 Shares 70 Est. Cost $245.39 Unrealized -52.5%
EOG EOG RES INC COM 0.0%
Value ($000) $0 Shares 60 Est. Cost $93.49 Unrealized +26.0%
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 1,330 Est. Cost $7.36 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $0 Shares 30 Est. Cost $134.72 Unrealized +63.9%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $0 Shares 33 Est. Cost $156.72 Unrealized +29.4%
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $0 Shares 51 Est. Cost $117.65 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $346.07 Unrealized -3.3%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $0 Shares 40 Est. Cost $18.44 Unrealized -20.6%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $33.92 Unrealized +38.6%
NEM NEWMONT CORP COM 0.0%
Value ($000) $0 Shares 132 Est. Cost $50.35 Unrealized -18.9%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $0 Shares 75 Est. Cost $56.12 Unrealized +26.2%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $0 Shares 74 Est. Cost $59.11 Unrealized +18.0%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $0 Shares 90 Est. Cost $51.98 Unrealized +27.0%
ABT ABBOTT LABS COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $92.34 Unrealized +5.7%
V VISA INC COM CL A 0.0%
Value ($000) $0 Shares 23 Est. Cost $198.33 Unrealized -0.7%
BNS BANK NOVA SCOTIA HALIFAX COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $52.85 Unrealized -21.4%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 40 Est. Cost $131.26 Unrealized -14.0%
BARRICK GOLD CORP COM 0.0%
Value ($000) $0 Shares 280 Est. Cost $28.57 Unrealized
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value ($000) $0 Shares 598 Est. Cost $33.01 Unrealized -73.9%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $0 Shares 50 Est. Cost $80.20 Unrealized +70.7%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $0 Shares 140 Est. Cost $35.24 Unrealized -9.6%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $250.01 Unrealized +93.8%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $0 Shares 113 Est. Cost $27.17 Unrealized +50.2%
SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 0.0%
Value ($000) $0 Shares 46 Est. Cost $43.48 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $0 Shares 30 Est. Cost $87.29 Unrealized -8.0%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $47.96 Unrealized -16.0%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $0 Shares 332 Est. Cost $21.30 Unrealized -52.8%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $0 Shares 20 Est. Cost $183.91 Unrealized
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $0 Shares 100 Est. Cost $50.00 Unrealized
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $0 Shares 116 Est. Cost $34.48 Unrealized
VAC MARRIOTT VACATIONS WORLDWIDE C COM 0.0%
Value ($000) $0 Shares 27 Est. Cost $117.07 Unrealized +19.1%
MAIDEN HOLDINGS LTD SHS 0.0%
Value ($000) $0 Shares 1,695 Est. Cost $3.54 Unrealized
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $0 Shares 40 Est. Cost $225.00 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $2002.28 Unrealized -6.7%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $0 Shares 276 Est. Cost $22.87 Unrealized -34.1%
ORCL ORACLE CORP COM 0.0%
Value ($000) $0 Shares 40 Est. Cost $58.79 Unrealized +24.5%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $0 Shares 30 Est. Cost $134.21 Unrealized -30.5%
CRM SALESFORCE INC COM 0.0%
Value ($000) $0 Shares 26 Est. Cost $208.50 Unrealized -30.9%
MBUU MALIBU BOATS INC COM CL A 0.0%
Value ($000) $0 Shares 60 Est. Cost $79.59 Unrealized -32.6%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $319.80 Unrealized +0.5%
TILRAY BRANDS INC COM CL 2 0.0%
Value ($000) $0 Shares 968 Est. Cost $18.00 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $213.14 Unrealized +54.3%
GLOBAL X CANNABIS ETF 0.0%
Value ($000) $0 Shares 300 Est. Cost $14.55 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $183.58 Unrealized +33.6%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 29 Est. Cost $206.90 Unrealized
IHAK ISHARES CYBERSECURITY & TECH ETF 0.0%
Value ($000) $0 Shares 61 Est. Cost $32.79 Unrealized
PENN PENN ENTERTAINMENT INC COM 0.0%
Value ($000) $0 Shares 60 Est. Cost $25.13 Unrealized +29.1%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $0 Shares 39 Est. Cost $47.22 Unrealized +14.0%
INTC INTEL CORP COM 0.0%
Value ($000) $0 Shares 85 Est. Cost $46.55 Unrealized -42.7%
HANESBRANDS INC COM 0.0%
Value ($000) $0 Shares 248 Est. Cost $14.27 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $13.17 Unrealized +150.4%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $109.93 Unrealized +29.5%
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF 0.0%
Value ($000) $0 Shares 90 Est. Cost $22.22 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $0 Shares 40 Est. Cost $77.58 Unrealized -38.1%
KMX CARMAX INC COM 0.0%
Value ($000) $0 Shares 33 Est. Cost $99.89 Unrealized -35.7%
BA BOEING CO COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $200.72 Unrealized -18.5%
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 155 Est. Cost $13.33 Unrealized -32.1%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $0 Shares 17 Est. Cost $58.44 Unrealized
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $0 Shares 551 Est. Cost $6.90 Unrealized -57.5%
CRESY CRESUD S A C I F Y A SPONSORED ADR 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost $56.71 Unrealized +13.9%
CC CHEMOURS CO COM 0.0%
Value ($000) $0 Shares 40 Est. Cost $15.88 Unrealized +67.8%
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $0 Shares 120 Est. Cost $19.42 Unrealized -55.5%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $0 Shares 120 Est. Cost $17.60 Unrealized -56.8%
HAS HASBRO INC COM 0.0%
Value ($000) $0 Shares 24 Est. Cost $82.22 Unrealized -34.0%
SAVA CASSAVA SCIENCES INC COM 0.0%
Value ($000) $0 Shares 48 Est. Cost $27.01 Unrealized +33.1%
VANECK RUSSIA ETF 0.0%
Value ($000) $0 Shares 162 Est. Cost $26.74 Unrealized
CNQ CANADIAN NAT RES LTD COM 0.0%
Value ($000) $0 Shares 17 Est. Cost $25.60 Unrealized -1.9%
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $63.98 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $121.77 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $0 Shares 13 Est. Cost $179.93 Unrealized -57.8%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $0 Shares 45 Est. Cost $27.59 Unrealized +15.0%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $0 Shares 18 Est. Cost $283.07 Unrealized -71.8%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $0 Shares 243 Est. Cost $4.12 Unrealized
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $0 Shares 31 Est. Cost $42.40 Unrealized -25.9%
DJT DIGITAL WORLD ACQUISITION CORP CLASS A COM 0.0%
Value ($000) $0 Shares 88 Est. Cost $45.24 Unrealized -56.8%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $127.28 Unrealized -14.9%
AI C3 AI INC CL A 0.0%
Value ($000) $0 Shares 42 Est. Cost $50.86 Unrealized -75.4%
BRCC BRC INC COM CL A 0.0%
Value ($000) $0 Shares 30 Est. Cost $17.65 Unrealized -63.0%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $49.89 Unrealized +46.2%
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $46.63 Unrealized +51.6%
RUM RUMBLE INC COM CL A 0.0%
Value ($000) $0 Shares 40 Est. Cost $10.96 Unrealized -12.5%
GPRO GOPRO INC CL A 0.0%
Value ($000) $0 Shares 60 Est. Cost $4.15 Unrealized +26.4%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $13.11 Unrealized +2.8%
CENX CENTURY ALUM CO COM 0.0%
Value ($000) $0 Shares 37 Est. Cost $14.64 Unrealized -48.4%
ZIMVIE INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 156 Est. Cost $10.78 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $15.31 Unrealized +60.4%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $258.29 Unrealized -68.8%
HSY HERSHEY CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $117.69 Unrealized +80.2%
NHI NATIONAL HEALTH INVS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
CANOPY GROWTH CORP COM 0.0%
Value ($000) $0 Shares 151 Est. Cost $24.43 Unrealized
PHARMACYTE BIOTECH INC COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
LMND LEMONADE INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $90.80 Unrealized -78.2%