Carolina Wealth Advisors, LLC Diversified Active

CIK: 0001786411 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 5, 2024

Total Value ($000): $184,503 (100.0% shares, 0.0% debt)

Holdings (222)

BLV VANGUARD LONG-TERM BOND ETF 13.4%
Value ($000) $24,812 Shares 343,035 Est. Cost $13.73 Unrealized
SCHP SCHWAB US TIPS ETF 10.6%
Value ($000) $19,614 Shares 376,032 Est. Cost $57.88 Unrealized
AVGO BROADCOM INC COM 4.8%
Value ($000) $8,875 Shares 6,696 Est. Cost $26.88 Unrealized +351.0%
DKS DICKS SPORTING GOODS INC COM 4.4%
Value ($000) $8,108 Shares 36,059 Est. Cost $119.39 Unrealized +37.0%
RDN RADIAN GROUP INC COM 4.3%
Value ($000) $7,917 Shares 236,547 Est. Cost $20.94 Unrealized +32.9%
FAST FASTENAL CO COM 4.1%
Value ($000) $7,534 Shares 97,670 Est. Cost $17.42 Unrealized +95.1%
ABBV ABBVIE INC COM 4.0%
Value ($000) $7,365 Shares 40,443 Est. Cost $72.90 Unrealized +122.2%
PKG PACKAGING CORP AMER COM 3.7%
Value ($000) $6,871 Shares 36,204 Est. Cost $125.26 Unrealized +31.9%
WSM WILLIAMS SONOMA INC COM 3.6%
Value ($000) $6,646 Shares 20,930 Est. Cost $58.89 Unrealized +91.8%
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 3.4%
Value ($000) $6,363 Shares 123,528 Est. Cost $47.92 Unrealized
PREMIER INC CL A 3.2%
Value ($000) $5,850 Shares 264,696 Est. Cost $28.53 Unrealized
SSTK SHUTTERSTOCK INC COM 2.8%
Value ($000) $5,217 Shares 113,889 Est. Cost $44.91 Unrealized +6.1%
SCHA SCHWAB U.S. SMALL-CAP ETF 2.6%
Value ($000) $4,853 Shares 98,558 Est. Cost $58.64 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 2.6%
Value ($000) $4,827 Shares 77,783 Est. Cost $66.05 Unrealized
BSCX INVESCO BULLETSHARES 2033 CORPORATE BOND ETF 2.5%
Value ($000) $4,663 Shares 223,634 Est. Cost $20.87 Unrealized
CHCO CITY HLDG CO COM 2.5%
Value ($000) $4,645 Shares 44,571 Est. Cost $65.81 Unrealized +48.3%
SCHM SCHWAB U.S. MID-CAP ETF 2.2%
Value ($000) $4,132 Shares 50,737 Est. Cost $58.90 Unrealized
CAG CONAGRA BRANDS INC COM 2.2%
Value ($000) $4,010 Shares 135,305 Est. Cost $31.60 Unrealized -18.7%
INFY INFOSYS LTD SPONSORED ADR 2.1%
Value ($000) $3,891 Shares 216,998 Est. Cost $11.86 Unrealized
EIG EMPLOYERS HLDGS INC COM 1.9%
Value ($000) $3,581 Shares 78,884 Est. Cost $34.11 Unrealized +19.1%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 1.6%
Value ($000) $2,998 Shares 76,845 Est. Cost $33.85 Unrealized
CELESTICA INC SUB VTG SHS 1.1%
Value ($000) $1,999 Shares 44,489 Est. Cost $13.72 Unrealized
F FORD MTR CO DEL COM 0.6%
Value ($000) $1,068 Shares 80,441 Est. Cost $10.88 Unrealized -1.7%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.5%
Value ($000) $992 Shares 27,709 Est. Cost $30.14 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.5%
Value ($000) $974 Shares 38,578 Est. Cost $24.73 Unrealized
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.5%
Value ($000) $938 Shares 44,745 Est. Cost $12.36 Unrealized
CAL CALERES INC COM 0.5%
Value ($000) $934 Shares 22,758 Est. Cost $23.12 Unrealized +46.9%
PHM PULTE GROUP INC COM 0.5%
Value ($000) $866 Shares 7,182 Est. Cost $78.26 Unrealized +35.1%
RAMP LIVERAMP HLDGS INC COM 0.5%
Value ($000) $848 Shares 24,585 Est. Cost $24.27 Unrealized +51.5%
PCAR PACCAR INC COM 0.4%
Value ($000) $818 Shares 6,604 Est. Cost $76.71 Unrealized +31.4%
FOR FORESTAR GROUP INC COM 0.4%
Value ($000) $784 Shares 19,505 Est. Cost $27.56 Unrealized +23.2%
L LOEWS CORP COM 0.4%
Value ($000) $733 Shares 9,368 Est. Cost $61.86 Unrealized +18.9%
GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF 0.4%
Value ($000) $732 Shares 7,667 Est. Cost $81.29 Unrealized
OSK OSHKOSH CORP COM 0.4%
Value ($000) $718 Shares 5,759 Est. Cost $92.77 Unrealized +15.9%
TCOM TRIP COM GROUP LTD ADS 0.4%
Value ($000) $709 Shares 16,164 Est. Cost $34.97 Unrealized
OC OWENS CORNING NEW COM 0.4%
Value ($000) $699 Shares 4,190 Est. Cost $137.41 Unrealized +11.0%
OPLN OPENLANE INC COM 0.4%
Value ($000) $693 Shares 40,062 Est. Cost $15.39 Unrealized -2.4%
GBX GREENBRIER COS INC COM 0.4%
Value ($000) $688 Shares 13,209 Est. Cost $40.23 Unrealized +13.6%
POST POST HLDGS INC COM 0.4%
Value ($000) $682 Shares 6,415 Est. Cost $90.50 Unrealized +10.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.4%
Value ($000) $664 Shares 1,580 Est. Cost $216.75 Unrealized +81.5%
CPA COPA HOLDINGS SA CL A 0.3%
Value ($000) $630 Shares 6,051 Est. Cost $89.84 Unrealized -2.0%
RNR RENAISSANCERE HLDGS LTD COM 0.3%
Value ($000) $626 Shares 2,664 Est. Cost $200.56 Unrealized +10.6%
BFH BREAD FINANCIAL HOLDINGS INC COM 0.3%
Value ($000) $626 Shares 16,808 Est. Cost $35.08 Unrealized -1.9%
TAP MOLSON COORS BEVERAGE CO CL B 0.3%
Value ($000) $624 Shares 9,285 Est. Cost $60.14 Unrealized -1.2%
AAPL APPLE INC COM 0.3%
Value ($000) $603 Shares 3,518 Est. Cost $100.18 Unrealized +79.9%
ENS ENERSYS COM 0.3%
Value ($000) $593 Shares 6,283 Est. Cost $100.17 Unrealized -7.9%
DAL DELTA AIR LINES INC DEL COM NEW 0.3%
Value ($000) $588 Shares 12,273 Est. Cost $42.32 Unrealized -4.4%
PRU PRUDENTIAL FINL INC COM 0.3%
Value ($000) $585 Shares 4,978 Est. Cost $83.01 Unrealized +18.8%
TWLO TWILIO INC CL A 0.3%
Value ($000) $527 Shares 8,625 Est. Cost $61.56 Unrealized +7.0%
UAL UNITED AIRLS HLDGS INC COM 0.3%
Value ($000) $520 Shares 10,858 Est. Cost $50.56 Unrealized -15.2%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.3%
Value ($000) $508 Shares 3,425 Est. Cost $96.07 Unrealized +40.7%
FDP FRESH DEL MONTE PRODUCE INC ORD 0.3%
Value ($000) $477 Shares 18,429 Est. Cost $26.10 Unrealized -11.2%
BARRICK GOLD CORP COM 0.2%
Value ($000) $433 Shares 25,993 Est. Cost $14.56 Unrealized
MSM MSC INDL DIRECT INC CL A 0.2%
Value ($000) $386 Shares 3,978 Est. Cost $83.20 Unrealized +17.9%
AMZN AMAZON COM INC COM 0.2%
Value ($000) $341 Shares 1,893 Est. Cost $122.12 Unrealized +36.7%
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $317 Shares 1,660 Est. Cost $102.43 Unrealized +68.5%
MA MASTERCARD INCORPORATED CL A 0.2%
Value ($000) $302 Shares 627 Est. Cost $391.47 Unrealized +15.6%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $299 Shares 7,128 Est. Cost $41.44 Unrealized -13.3%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.2%
Value ($000) $292 Shares 4,775 Est. Cost $63.10 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.2%
Value ($000) $282 Shares 9,233 Est. Cost $33.05 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $216 Shares 1,230 Est. Cost $221.10 Unrealized -11.6%
AON AON PLC SHS CL A 0.1%
Value ($000) $178 Shares 532 Est. Cost $191.78 Unrealized +59.6%
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value ($000) $175 Shares 1,878 Est. Cost $56.40 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $167 Shares 2,769 Est. Cost $52.91 Unrealized +5.9%
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.1%
Value ($000) $163 Shares 4,044 Est. Cost $25.34 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $163 Shares 311 Est. Cost $502.91 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $147 Shares 201 Est. Cost $327.92 Unrealized +115.5%
MSFT MICROSOFT CORP COM 0.1%
Value ($000) $129 Shares 307 Est. Cost $203.73 Unrealized +96.0%
MRK MERCK & CO INC COM 0.1%
Value ($000) $122 Shares 927 Est. Cost $64.60 Unrealized +79.2%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $115 Shares 710 Est. Cost $125.80 Unrealized +19.1%
HCC WARRIOR MET COAL INC COM 0.1%
Value ($000) $112 Shares 1,852 Est. Cost $36.21 Unrealized +67.3%
V VISA INC COM CL A 0.1%
Value ($000) $111 Shares 398 Est. Cost $222.93 Unrealized +22.2%
CHD CHURCH & DWIGHT CO INC COM 0.1%
Value ($000) $107 Shares 1,030 Est. Cost $66.06 Unrealized +48.1%
DJTWW TRUMP MEDIA & TECHNOLOGY GROUP WT EXP 032529 0.1%
Value ($000) $105 Shares 3,835 Est. Cost $13.30 Unrealized
NUE NUCOR CORP COM 0.1%
Value ($000) $98 Shares 497 Est. Cost $95.90 Unrealized +84.8%
MATX MATSON INC COM 0.1%
Value ($000) $98 Shares 871 Est. Cost $66.28 Unrealized +66.0%
PARR PAR PAC HOLDINGS INC COM NEW 0.1%
Value ($000) $97 Shares 2,611 Est. Cost $32.83 Unrealized +11.9%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $92 Shares 2,031 Est. Cost $38.00 Unrealized 0.0%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $89 Shares 99 Est. Cost $48.11 Unrealized +50.6%
UNITED STATES STL CORP NEW COM 0.0%
Value ($000) $89 Shares 2,191 Est. Cost $27.81 Unrealized
BCC BOISE CASCADE CO DEL COM 0.0%
Value ($000) $89 Shares 579 Est. Cost $42.64 Unrealized +200.5%
PEP PEPSICO INC COM 0.0%
Value ($000) $88 Shares 500 Est. Cost $120.69 Unrealized +30.3%
TGT TARGET CORP COM 0.0%
Value ($000) $87 Shares 489 Est. Cost $131.09 Unrealized +8.3%
BCPC BALCHEM CORP COM 0.0%
Value ($000) $85 Shares 548 Est. Cost $97.25 Unrealized +50.8%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $83 Shares 53,518 Est. Cost $3.12 Unrealized -50.0%
VTRS VIATRIS INC COM 0.0%
Value ($000) $83 Shares 6,957 Est. Cost $9.43 Unrealized +17.1%
R RYDER SYS INC COM 0.0%
Value ($000) $82 Shares 684 Est. Cost $77.39 Unrealized +47.1%
ENVA ENOVA INTL INC COM 0.0%
Value ($000) $80 Shares 1,276 Est. Cost $31.61 Unrealized +85.4%
UPBD UPBOUND GROUP INC COM 0.0%
Value ($000) $80 Shares 2,265 Est. Cost $38.92 Unrealized -14.2%
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $78 Shares 525 Est. Cost $53.46 Unrealized +128.5%
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $77 Shares 513 Est. Cost $114.24 Unrealized +24.3%
VITAL ENERGY INC COM 0.0%
Value ($000) $77 Shares 1,471 Est. Cost $58.44 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $70 Shares 277 Est. Cost $128.46 Unrealized +85.0%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $69 Shares 132 Est. Cost $323.53 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $68 Shares 469 Est. Cost $112.51 Unrealized +20.8%
VYX NCR VOYIX CORPORATION COM 0.0%
Value ($000) $67 Shares 5,289 Est. Cost $14.40 Unrealized 0.0%
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value ($000) $65 Shares 146 Est. Cost $444.01 Unrealized
SNPE XTRACKERS S&P 500 ESG ETF 0.0%
Value ($000) $63 Shares 1,323 Est. Cost $28.35 Unrealized
LLY ELI LILLY & CO COM 0.0%
Value ($000) $63 Shares 81 Est. Cost $167.08 Unrealized +320.4%
CALLON PETE CO DEL COM 0.0%
Value ($000) $63 Shares 1,761 Est. Cost $56.04 Unrealized
ESGG FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND FLEXSHARES STOXX GLOBAL ESG S 0.0%
Value ($000) $63 Shares 386 Est. Cost $101.37 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $60 Shares 900 Est. Cost $44.10 Unrealized +30.7%
USFD US FOODS HLDG CORP COM 0.0%
Value ($000) $54 Shares 1,000 Est. Cost $25.95 Unrealized +89.9%
LOW LOWES COS INC COM 0.0%
Value ($000) $53 Shares 208 Est. Cost $176.52 Unrealized +25.8%
MMM 3M CO COM 0.0%
Value ($000) $53 Shares 498 Est. Cost $117.52 Unrealized -32.5%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $53 Shares 1,386 Est. Cost $27.80 Unrealized +18.0%
CAR AVIS BUDGET GROUP COM 0.0%
Value ($000) $45 Shares 365 Est. Cost $174.11 Unrealized -20.7%
SO SOUTHERN CO COM 0.0%
Value ($000) $43 Shares 594 Est. Cost $51.44 Unrealized +25.9%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $41 Shares 298 Est. Cost $87.65 Unrealized +40.0%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $41 Shares 565 Est. Cost $54.81 Unrealized +17.2%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $40 Shares 253 Est. Cost $80.28 Unrealized +73.2%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $39 Shares 318 Est. Cost $124.64 Unrealized -17.9%
PDP INVESCO DORSEY WRIGHT MOMENTUM ETF 0.0%
Value ($000) $39 Shares 393 Est. Cost $98.78 Unrealized
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $38 Shares 240 Est. Cost $117.78 Unrealized +27.6%
COLUMBIA U.S. ESG EQUITY INCOME ETF 0.0%
Value ($000) $36 Shares 805 Est. Cost $27.28 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $36 Shares 670 Est. Cost $33.02 Unrealized
META META PLATFORMS INC CL A 0.0%
Value ($000) $34 Shares 70 Est. Cost $245.39 Unrealized +80.6%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $30 Shares 200 Est. Cost $110.88 Unrealized +29.2%
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $29 Shares 518 Est. Cost $35.46 Unrealized
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $28 Shares 139 Est. Cost $147.35 Unrealized +17.8%
KO COCA COLA CO COM 0.0%
Value ($000) $27 Shares 446 Est. Cost $48.10 Unrealized +17.9%
EVRG EVERGY INC COM 0.0%
Value ($000) $26 Shares 478 Est. Cost $45.07 Unrealized +4.5%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $25 Shares 115 Est. Cost $157.45 Unrealized +21.3%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $23 Shares 255 Est. Cost $70.86 Unrealized +25.1%
IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF 0.0%
Value ($000) $22 Shares 300 Est. Cost $100.00 Unrealized
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $22 Shares 1,541 Est. Cost $14.98 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $19 Shares 197 Est. Cost $85.15 Unrealized +3.9%
CONSOL ENERGY INC NEW COM 0.0%
Value ($000) $18 Shares 215 Est. Cost $61.85 Unrealized
TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF 0.0%
Value ($000) $17 Shares 427 Est. Cost $36.21 Unrealized
WCLD WISDOMTREE CLOUD COMPUTING FUND 0.0%
Value ($000) $17 Shares 479 Est. Cost $34.24 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $16 Shares 90 Est. Cost $51.98 Unrealized +236.3%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $16 Shares 50 Est. Cost $80.20 Unrealized +281.8%
UTZ UTZ BRANDS INC COM CL A 0.0%
Value ($000) $15 Shares 800 Est. Cost $15.17 Unrealized +17.3%
NKE NIKE INC CL B 0.0%
Value ($000) $14 Shares 150 Est. Cost $86.51 Unrealized +13.1%
VRTS VIRTUS INVT PARTNERS INC COM 0.0%
Value ($000) $14 Shares 56 Est. Cost $215.40 Unrealized 0.0%
COR CENCORA INC COM 0.0%
Value ($000) $14 Shares 57 Est. Cost $92.05 Unrealized +146.0%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $12 Shares 20 Est. Cost $346.07 Unrealized +56.0%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $12 Shares 41 Est. Cost $249.08 Unrealized +11.6%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $11 Shares 33 Est. Cost $235.50 Unrealized +33.1%
MGA MAGNA INTL INC COM 0.0%
Value ($000) $11 Shares 200 Est. Cost $50.00 Unrealized +2.4%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $11 Shares 40 Est. Cost $189.21 Unrealized +28.6%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $11 Shares 100 Est. Cost $33.92 Unrealized +130.6%
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $11 Shares 380 Est. Cost $24.95 Unrealized -3.7%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $10 Shares 280 Est. Cost $32.81 Unrealized -3.9%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $10 Shares 225 Est. Cost $35.33 Unrealized +1.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $10 Shares 28 Est. Cost $354.76 Unrealized 0.0%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $9 Shares 125 Est. Cost $62.26 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $9 Shares 30 Est. Cost $134.72 Unrealized +83.8%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $9 Shares 126 Est. Cost $64.45 Unrealized -6.0%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $9 Shares 30 Est. Cost $87.29 Unrealized +80.7%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $8 Shares 33 Est. Cost $156.72 Unrealized +49.0%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $8 Shares 498 Est. Cost $33.01 Unrealized -50.7%
CRM SALESFORCE INC COM 0.0%
Value ($000) $8 Shares 26 Est. Cost $208.50 Unrealized +36.8%
EOG EOG RES INC COM 0.0%
Value ($000) $8 Shares 60 Est. Cost $93.49 Unrealized +18.1%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $7 Shares 50 Est. Cost $142.51 Unrealized -4.3%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $7 Shares 2 Est. Cost $2002.28 Unrealized +75.2%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $7 Shares 332 Est. Cost $21.30 Unrealized -0.1%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $47.96 Unrealized +41.9%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $7 Shares 43 Est. Cost $122.98 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $7 Shares 74 Est. Cost $59.11 Unrealized +37.6%
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $7 Shares 51 Est. Cost $117.65 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $7 Shares 113 Est. Cost $27.17 Unrealized +84.5%
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $6 Shares 62 Est. Cost $88.00 Unrealized 0.0%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $6 Shares 30 Est. Cost $134.21 Unrealized +34.4%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $6 Shares 35 Est. Cost $112.54 Unrealized +40.3%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $6 Shares 100 Est. Cost $55.30 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $6 Shares 150 Est. Cost $33.22 Unrealized 0.0%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $5 Shares 75 Est. Cost $56.12 Unrealized +28.3%
DJT TRUMP MEDIA & TECHNOLOGY GROUP COM 0.0%
Value ($000) $5 Shares 88 Est. Cost $45.24 Unrealized -14.2%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $131.26 Unrealized -6.6%
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $5 Shares 30 Est. Cost $67.14 Unrealized +73.4%
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $5 Shares 1,330 Est. Cost $7.36 Unrealized
INDA ISHARES MSCI INDIA ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $48.81 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $58.79 Unrealized +91.1%
DHI D R HORTON INC COM 0.0%
Value ($000) $5 Shares 30 Est. Cost $147.13 Unrealized 0.0%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $5 Shares 9 Est. Cost $250.01 Unrealized +92.7%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $5 Shares 39 Est. Cost $47.22 Unrealized +90.2%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $4 Shares 10 Est. Cost $319.80 Unrealized +16.4%
IQ IQIYI INC SPONSORED ADS 0.0%
Value ($000) $4 Shares 950 Est. Cost $7.28 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $4 Shares 8 Est. Cost $253.12 Unrealized +93.2%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $4 Shares 10 Est. Cost $213.14 Unrealized +116.9%
MAIDEN HOLDINGS LTD SHS 0.0%
Value ($000) $4 Shares 1,695 Est. Cost $3.54 Unrealized
CHWY CHEWY INC CL A 0.0%
Value ($000) $4 Shares 238 Est. Cost $27.28 Unrealized -34.2%
INTC INTEL CORP COM 0.0%
Value ($000) $4 Shares 85 Est. Cost $46.55 Unrealized -5.4%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $4 Shares 40 Est. Cost $77.58 Unrealized +8.1%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $4 Shares 176 Est. Cost $22.87 Unrealized -20.5%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $4 Shares 16 Est. Cost $109.93 Unrealized +84.6%
VAC MARRIOTT VACATIONS WORLDWIDE C COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $117.07 Unrealized -22.9%
KMX CARMAX INC COM 0.0%
Value ($000) $3 Shares 33 Est. Cost $99.89 Unrealized -24.3%
IHAK ISHARES CYBERSECURITY & TECH ETF 0.0%
Value ($000) $3 Shares 61 Est. Cost $32.79 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 32 Est. Cost $105.76 Unrealized -31.8%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $13.17 Unrealized +159.0%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $2 Shares 10 Est. Cost $137.99 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $2 Shares 17 Est. Cost $58.44 Unrealized
HANESBRANDS INC COM 0.0%
Value ($000) $1 Shares 248 Est. Cost $14.27 Unrealized
HAS HASBRO INC COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $82.22 Unrealized -42.7%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $235.07 Unrealized -49.4%
CNQ CANADIAN NAT RES LTD COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $25.60 Unrealized +21.8%
PENN PENN ENTERTAINMENT INC COM 0.0%
Value ($000) $1 Shares 60 Est. Cost $25.13 Unrealized -17.8%
SAVA CASSAVA SCIENCES INC COM 0.0%
Value ($000) $1 Shares 48 Est. Cost $27.01 Unrealized -14.7%
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $1 Shares 120 Est. Cost $19.42 Unrealized -59.0%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $1 Shares 120 Est. Cost $17.60 Unrealized -56.5%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $1 Shares 13 Est. Cost $165.55 Unrealized -59.7%
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value ($000) $1 Shares 40 Est. Cost Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.71 Unrealized +6.5%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $57.90 Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $1 Shares 2 Est. Cost $258.29 Unrealized -9.1%
HPQ HP INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $15.31 Unrealized +78.4%
RUM RUMBLE INC COM CL A 0.0%
Value ($000) $0 Shares 40 Est. Cost $10.96 Unrealized -41.1%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $13.11 Unrealized +17.6%
NHI NATIONAL HEALTH INVS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $46.63 Unrealized +102.9%
HSY HERSHEY CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $117.69 Unrealized +54.7%
JTAI JETAI INC COM 0.0%
Value ($000) $0 Shares 155 Est. Cost $441.00 Unrealized -48.8%
GPRO GOPRO INC CL A 0.0%
Value ($000) $0 Shares 60 Est. Cost $4.15 Unrealized -35.7%
JETAI INC WT EXP 081033 0.0%
Value ($000) $0 Shares 246 Est. Cost $1.05 Unrealized
CGC CANOPY GROWTH CORP COM NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost $5.96 Unrealized -27.5%
ZIMVIE INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
RICK RCI HOSPITALITY HLDGS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $75.16 Unrealized -21.7%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $0 Shares 1 Est. Cost $41.00 Unrealized
PHARMACYTE BIOTECH INC COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $2.00 Unrealized
VANECK RUSSIA ETF 0.0%
Value ($000) $0 Shares 162 Est. Cost Unrealized