Carolina Wealth Advisors, LLC Diversified Active

CIK: 0001786411 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 12, 2024

Total Value ($000): $203,893 (100.0% shares, 0.0% debt)

Holdings (226)

BLV VANGUARD LONG-TERM BOND ETF 12.6%
Value ($000) $25,743 Shares 366,245 Est. Cost $17.31 Unrealized
SCHP SCHWAB US TIPS ETF 10.1%
Value ($000) $20,575 Shares 395,605 Est. Cost $57.59 Unrealized
AVGO BROADCOM INC COM 5.4%
Value ($000) $10,963 Shares 6,828 Est. Cost $29.02 Unrealized +374.4%
DKS DICKS SPORTING GOODS INC COM 4.2%
Value ($000) $8,490 Shares 39,517 Est. Cost $126.50 Unrealized +58.6%
RDN RADIAN GROUP INC COM 3.8%
Value ($000) $7,665 Shares 246,470 Est. Cost $21.28 Unrealized +38.1%
F FORD MTR CO DEL COM 3.5%
Value ($000) $7,183 Shares 572,811 Est. Cost $11.10 Unrealized +0.3%
ABBV ABBVIE INC COM 3.5%
Value ($000) $7,106 Shares 41,430 Est. Cost $74.90 Unrealized +109.8%
PKG PACKAGING CORP AMER COM 3.3%
Value ($000) $6,794 Shares 37,216 Est. Cost $126.60 Unrealized +37.8%
FAST FASTENAL CO COM 3.3%
Value ($000) $6,709 Shares 106,767 Est. Cost $18.72 Unrealized +74.3%
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 3.2%
Value ($000) $6,565 Shares 131,194 Est. Cost $48.05 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 3.1%
Value ($000) $6,246 Shares 151,457 Est. Cost $36.71 Unrealized -0.6%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 3.0%
Value ($000) $6,193 Shares 40,242 Est. Cost $140.12 Unrealized +2.9%
WSM WILLIAMS SONOMA INC COM 2.9%
Value ($000) $5,955 Shares 21,090 Est. Cost $58.89 Unrealized +147.1%
BSCX INVESCO BULLETSHARES 2033 CORPORATE BOND ETF 2.9%
Value ($000) $5,882 Shares 285,417 Est. Cost $20.81 Unrealized
PREMIER INC CL A 2.7%
Value ($000) $5,552 Shares 297,383 Est. Cost $27.45 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 2.6%
Value ($000) $5,373 Shares 83,624 Est. Cost $65.93 Unrealized
CHCO CITY HLDG CO COM 2.5%
Value ($000) $5,176 Shares 48,719 Est. Cost $68.55 Unrealized +42.9%
SCHA SCHWAB U.S. SMALL-CAP ETF 2.5%
Value ($000) $5,103 Shares 107,546 Est. Cost $57.71 Unrealized
SSTK SHUTTERSTOCK INC COM 2.2%
Value ($000) $4,547 Shares 117,501 Est. Cost $44.78 Unrealized -9.2%
INFY INFOSYS LTD SPONSORED ADR 2.2%
Value ($000) $4,416 Shares 237,142 Est. Cost $12.43 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 2.1%
Value ($000) $4,283 Shares 55,031 Est. Cost $60.38 Unrealized
CAG CONAGRA BRANDS INC COM 2.1%
Value ($000) $4,216 Shares 148,360 Est. Cost $31.22 Unrealized -12.4%
EIG EMPLOYERS HLDGS INC COM 1.6%
Value ($000) $3,326 Shares 78,010 Est. Cost $34.11 Unrealized +19.6%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 1.6%
Value ($000) $3,186 Shares 82,937 Est. Cost $34.18 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.5%
Value ($000) $1,098 Shares 41,357 Est. Cost $24.85 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.5%
Value ($000) $1,064 Shares 29,905 Est. Cost $30.54 Unrealized
CLS CELESTICA INC COM 0.4%
Value ($000) $914 Shares 15,941 Est. Cost $50.44 Unrealized 0.0%
PHM PULTE GROUP INC COM 0.4%
Value ($000) $894 Shares 8,116 Est. Cost $82.15 Unrealized +36.5%
CAL CALERES INC COM 0.4%
Value ($000) $859 Shares 25,566 Est. Cost $24.43 Unrealized +43.5%
RAMP LIVERAMP HLDGS INC COM 0.4%
Value ($000) $846 Shares 27,349 Est. Cost $25.06 Unrealized +28.2%
GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF 0.4%
Value ($000) $826 Shares 8,022 Est. Cost $82.25 Unrealized
OC OWENS CORNING NEW COM 0.4%
Value ($000) $819 Shares 4,713 Est. Cost $141.38 Unrealized +22.5%
L LOEWS CORP COM 0.4%
Value ($000) $792 Shares 10,601 Est. Cost $63.44 Unrealized +18.9%
TCOM TRIP COM GROUP LTD ADS 0.4%
Value ($000) $763 Shares 16,224 Est. Cost $34.97 Unrealized
PCAR PACCAR INC COM 0.4%
Value ($000) $762 Shares 7,402 Est. Cost $79.61 Unrealized +30.2%
POST POST HLDGS INC COM 0.4%
Value ($000) $748 Shares 7,178 Est. Cost $91.94 Unrealized +13.2%
OPLN OPENLANE INC COM 0.4%
Value ($000) $734 Shares 44,264 Est. Cost $15.55 Unrealized +10.3%
ENS ENERSYS COM 0.4%
Value ($000) $733 Shares 7,076 Est. Cost $99.77 Unrealized -3.2%
GBX GREENBRIER COS INC COM 0.4%
Value ($000) $732 Shares 14,777 Est. Cost $41.22 Unrealized +20.3%
AAPL APPLE INC COM 0.4%
Value ($000) $725 Shares 3,443 Est. Cost $100.18 Unrealized +84.8%
FOR FORESTAR GROUP INC COM 0.3%
Value ($000) $703 Shares 21,984 Est. Cost $28.27 Unrealized +19.7%
OSK OSHKOSH CORP COM 0.3%
Value ($000) $699 Shares 6,464 Est. Cost $94.88 Unrealized +18.1%
RNR RENAISSANCERE HLDGS LTD COM 0.3%
Value ($000) $666 Shares 2,978 Est. Cost $203.03 Unrealized +10.3%
DAL DELTA AIR LINES INC DEL COM NEW 0.3%
Value ($000) $652 Shares 13,750 Est. Cost $43.01 Unrealized +13.5%
CPA COPA HOLDINGS SA CL A 0.3%
Value ($000) $649 Shares 6,821 Est. Cost $89.84 Unrealized -0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $643 Shares 1,580 Est. Cost $216.75 Unrealized +88.5%
UAL UNITED AIRLS HLDGS INC COM 0.3%
Value ($000) $593 Shares 12,185 Est. Cost $50.53 Unrealized -0.4%
PRU PRUDENTIAL FINL INC COM 0.3%
Value ($000) $590 Shares 5,033 Est. Cost $83.27 Unrealized +28.2%
TWLO TWILIO INC CL A 0.3%
Value ($000) $547 Shares 9,626 Est. Cost $61.29 Unrealized -3.7%
TAP MOLSON COORS BEVERAGE CO CL B 0.3%
Value ($000) $531 Shares 10,446 Est. Cost $59.52 Unrealized -8.3%
FDP FRESH DEL MONTE PRODUCE INC ORD 0.2%
Value ($000) $451 Shares 20,642 Est. Cost $25.74 Unrealized -11.8%
AMZN AMAZON COM INC COM 0.2%
Value ($000) $366 Shares 1,893 Est. Cost $122.12 Unrealized +50.4%
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $347 Shares 2,008 Est. Cost $113.42 Unrealized +46.2%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.1%
Value ($000) $288 Shares 4,585 Est. Cost $63.10 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $277 Shares 627 Est. Cost $391.47 Unrealized +15.4%
TSLA TESLA INC COM 0.1%
Value ($000) $243 Shares 1,228 Est. Cost $221.10 Unrealized -21.0%
WMT WALMART INC COM 0.1%
Value ($000) $187 Shares 2,769 Est. Cost $52.91 Unrealized +17.1%
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value ($000) $171 Shares 1,769 Est. Cost $56.40 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $171 Shares 201 Est. Cost $327.92 Unrealized +136.0%
AON AON PLC SHS CL A 0.1%
Value ($000) $156 Shares 532 Est. Cost $191.78 Unrealized +52.5%
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.1%
Value ($000) $147 Shares 3,826 Est. Cost $25.34 Unrealized
MSFT MICROSOFT CORP COM 0.1%
Value ($000) $137 Shares 307 Est. Cost $203.73 Unrealized +104.8%
HCC WARRIOR MET COAL INC COM 0.1%
Value ($000) $124 Shares 1,978 Est. Cost $38.03 Unrealized +70.3%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $117 Shares 710 Est. Cost $125.80 Unrealized +25.0%
MRK MERCK & CO INC COM 0.1%
Value ($000) $115 Shares 927 Est. Cost $64.60 Unrealized +88.4%
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.1%
Value ($000) $114 Shares 5,408 Est. Cost $12.36 Unrealized
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $114 Shares 920 Est. Cost $95.36 Unrealized +6.0%
CHD CHURCH & DWIGHT CO INC COM 0.1%
Value ($000) $107 Shares 1,030 Est. Cost $66.06 Unrealized +57.1%
V VISA INC COM CL A 0.1%
Value ($000) $104 Shares 398 Est. Cost $222.93 Unrealized +21.5%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $100 Shares 2,156 Est. Cost $38.37 Unrealized +15.7%
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $98 Shares 536 Est. Cost $116.52 Unrealized +43.6%
BFH BREAD FINANCIAL HOLDINGS INC COM 0.0%
Value ($000) $96 Shares 2,164 Est. Cost $35.08 Unrealized +9.1%
R RYDER SYS INC COM 0.0%
Value ($000) $89 Shares 720 Est. Cost $79.56 Unrealized +51.8%
UNITED STATES STL CORP NEW COM 0.0%
Value ($000) $89 Shares 2,345 Est. Cost $28.46 Unrealized
ENVA ENOVA INTL INC COM 0.0%
Value ($000) $85 Shares 1,359 Est. Cost $33.40 Unrealized +82.7%
BCPC BALCHEM CORP COM 0.0%
Value ($000) $84 Shares 548 Est. Cost $97.25 Unrealized +53.1%
PEP PEPSICO INC COM 0.0%
Value ($000) $82 Shares 500 Est. Cost $120.69 Unrealized +34.5%
DJTWW TRUMP MEDIA & TECHNOLOGY GROUP WT EXP 032529 0.0%
Value ($000) $82 Shares 3,835 Est. Cost $13.30 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $78 Shares 7,377 Est. Cost $9.47 Unrealized +8.1%
UPBD UPBOUND GROUP INC COM 0.0%
Value ($000) $75 Shares 2,432 Est. Cost $38.44 Unrealized -16.9%
LLY ELI LILLY & CO COM 0.0%
Value ($000) $73 Shares 81 Est. Cost $167.08 Unrealized +373.4%
TGT TARGET CORP COM 0.0%
Value ($000) $72 Shares 489 Est. Cost $131.09 Unrealized +12.8%
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $72 Shares 555 Est. Cost $57.60 Unrealized +125.9%
VITAL ENERGY INC COM 0.0%
Value ($000) $71 Shares 1,576 Est. Cost $57.53 Unrealized
PARR PAR PAC HOLDINGS INC COM NEW 0.0%
Value ($000) $71 Shares 2,794 Est. Cost $32.61 Unrealized -9.5%
VYX NCR VOYIX CORPORATION COM 0.0%
Value ($000) $69 Shares 5,589 Est. Cost $14.31 Unrealized -12.0%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $67 Shares 277 Est. Cost $128.46 Unrealized +83.8%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $66 Shares 900 Est. Cost $44.10 Unrealized +53.0%
SNPE XTRACKERS S&P 500 ESG ETF 0.0%
Value ($000) $62 Shares 1,244 Est. Cost $28.35 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $62 Shares 107 Est. Cost $323.53 Unrealized
ESGG FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND 0.0%
Value ($000) $60 Shares 364 Est. Cost $101.37 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $59 Shares 469 Est. Cost $112.51 Unrealized +13.2%
APA APA CORPORATION COM 0.0%
Value ($000) $57 Shares 1,938 Est. Cost $28.82 Unrealized 0.0%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $55 Shares 1,386 Est. Cost $27.80 Unrealized +32.5%
USFD US FOODS HLDG CORP COM 0.0%
Value ($000) $53 Shares 1,000 Est. Cost $25.95 Unrealized +102.8%
MMM 3M CO COM 0.0%
Value ($000) $51 Shares 498 Est. Cost $117.52 Unrealized -19.8%
XPEL XPEL INC COM 0.0%
Value ($000) $50 Shares 1,400 Est. Cost $43.10 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $48 Shares 298 Est. Cost $87.65 Unrealized +61.2%
SO SOUTHERN CO COM 0.0%
Value ($000) $46 Shares 594 Est. Cost $51.44 Unrealized +39.5%
LOW LOWES COS INC COM 0.0%
Value ($000) $46 Shares 208 Est. Cost $176.52 Unrealized +25.4%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $42 Shares 565 Est. Cost $54.81 Unrealized +32.0%
CAR AVIS BUDGET GROUP COM 0.0%
Value ($000) $41 Shares 393 Est. Cost $169.69 Unrealized -33.9%
META META PLATFORMS INC CL A 0.0%
Value ($000) $39 Shares 78 Est. Cost $269.79 Unrealized +79.1%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $37 Shares 239 Est. Cost $80.28 Unrealized +84.8%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $37 Shares 200 Est. Cost $110.88 Unrealized +52.3%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $37 Shares 368 Est. Cost $122.04 Unrealized -13.5%
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $35 Shares 240 Est. Cost $117.78 Unrealized +20.1%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $34 Shares 670 Est. Cost $33.02 Unrealized
EQIN COLUMBIA U.S. EQUITY INCOME ETF 0.0%
Value ($000) $33 Shares 760 Est. Cost $43.97 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $33 Shares 61 Est. Cost $502.91 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $28 Shares 446 Est. Cost $48.10 Unrealized +22.4%
JPM JPMORGAN CHASE & CO. COM 0.0%
Value ($000) $28 Shares 139 Est. Cost $147.35 Unrealized +28.4%
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $27 Shares 486 Est. Cost $35.46 Unrealized
EVRG EVERGY INC COM 0.0%
Value ($000) $25 Shares 478 Est. Cost $45.07 Unrealized +10.4%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $25 Shares 115 Est. Cost $157.45 Unrealized +28.8%
MSM MSC INDL DIRECT INC CL A 0.0%
Value ($000) $22 Shares 280 Est. Cost $83.20 Unrealized +6.8%
IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF 0.0%
Value ($000) $21 Shares 300 Est. Cost $100.00 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $20 Shares 649 Est. Cost $33.05 Unrealized
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $20 Shares 1,496 Est. Cost $14.98 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $20 Shares 255 Est. Cost $70.86 Unrealized +10.2%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $20 Shares 197 Est. Cost $85.15 Unrealized +10.7%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $19 Shares 50 Est. Cost $80.20 Unrealized +314.7%
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $19 Shares 289 Est. Cost $63.55 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $18 Shares 58 Est. Cost $326.09 Unrealized -8.2%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $15 Shares 90 Est. Cost $51.98 Unrealized +209.5%
TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF 0.0%
Value ($000) $15 Shares 369 Est. Cost $36.21 Unrealized
WCLD WISDOMTREE CLOUD COMPUTING FUND 0.0%
Value ($000) $14 Shares 443 Est. Cost $34.24 Unrealized
UTZ UTZ BRANDS INC COM CL A 0.0%
Value ($000) $13 Shares 800 Est. Cost $15.17 Unrealized +18.7%
COR CENCORA INC COM 0.0%
Value ($000) $13 Shares 57 Est. Cost $92.05 Unrealized +148.3%
INTC INTEL CORP COM 0.0%
Value ($000) $13 Shares 405 Est. Cost $35.45 Unrealized -8.3%
GBTC GRAYSCALE BITCOIN TRUST 0.0%
Value ($000) $13 Shares 235 Est. Cost $53.24 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $11 Shares 150 Est. Cost $86.51 Unrealized +3.7%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $11 Shares 101 Est. Cost $34.61 Unrealized +200.5%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $11 Shares 20 Est. Cost $346.07 Unrealized +66.3%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $10 Shares 41 Est. Cost $249.08 Unrealized +2.4%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $10 Shares 40 Est. Cost $189.21 Unrealized +31.3%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $10 Shares 225 Est. Cost $35.33 Unrealized +10.7%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $10 Shares 30 Est. Cost $87.29 Unrealized +71.4%
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $10 Shares 380 Est. Cost $24.95 Unrealized +5.1%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $10 Shares 280 Est. Cost $32.81 Unrealized -1.4%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $10 Shares 33 Est. Cost $235.50 Unrealized +29.6%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $10 Shares 131 Est. Cost $62.80 Unrealized
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $48.21 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $9 Shares 498 Est. Cost $33.01 Unrealized -53.2%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $9 Shares 332 Est. Cost $21.30 Unrealized +12.6%
MGA MAGNA INTL INC COM 0.0%
Value ($000) $8 Shares 200 Est. Cost $50.00 Unrealized -12.4%
CMI CUMMINS INC COM 0.0%
Value ($000) $8 Shares 30 Est. Cost $134.72 Unrealized +105.0%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $8 Shares 126 Est. Cost $64.45 Unrealized -0.0%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $8 Shares 2 Est. Cost $2002.28 Unrealized +82.5%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $7 Shares 74 Est. Cost $59.11 Unrealized +50.7%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $47.96 Unrealized +45.3%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $7 Shares 33 Est. Cost $156.72 Unrealized +45.0%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $7 Shares 50 Est. Cost $142.51 Unrealized -8.8%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $7 Shares 35 Est. Cost $112.54 Unrealized +56.5%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $7 Shares 113 Est. Cost $27.17 Unrealized +109.3%
CRM SALESFORCE INC COM 0.0%
Value ($000) $7 Shares 26 Est. Cost $208.50 Unrealized +27.0%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $7 Shares 124 Est. Cost $60.70 Unrealized 0.0%
CHWY CHEWY INC CL A 0.0%
Value ($000) $6 Shares 238 Est. Cost $27.28 Unrealized -30.2%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $6 Shares 43 Est. Cost $122.98 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $62.12 Unrealized 0.0%
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $6 Shares 51 Est. Cost $117.65 Unrealized
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $6 Shares 62 Est. Cost $88.00 Unrealized +4.0%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $6 Shares 100 Est. Cost $55.30 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $6 Shares 40 Est. Cost $58.79 Unrealized +108.0%
INDA ISHARES MSCI INDIA ETF 0.0%
Value ($000) $6 Shares 100 Est. Cost $48.81 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $5 Shares 150 Est. Cost $33.22 Unrealized +4.6%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $5 Shares 75 Est. Cost $56.12 Unrealized +12.5%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $5 Shares 9 Est. Cost $250.01 Unrealized +105.5%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $4 Shares 40 Est. Cost $131.26 Unrealized -11.7%
DHI D R HORTON INC COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $147.13 Unrealized -1.8%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $4 Shares 8 Est. Cost $253.12 Unrealized +86.9%
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $4 Shares 1,330 Est. Cost $7.36 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $4 Shares 16 Est. Cost $109.93 Unrealized +106.8%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $4 Shares 28 Est. Cost $47.22 Unrealized +165.1%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $4 Shares 8 Est. Cost $319.80 Unrealized +32.5%
MAIDEN HOLDINGS LTD SHS 0.0%
Value ($000) $3 Shares 1,695 Est. Cost $3.54 Unrealized
IQ IQIYI INC SPONSORED ADS 0.0%
Value ($000) $3 Shares 950 Est. Cost $7.28 Unrealized
ZTEK ZENTEK LTD COM 0.0%
Value ($000) $3 Shares 3,130 Est. Cost $1.11 Unrealized 0.0%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $3 Shares 176 Est. Cost $22.87 Unrealized -23.2%
HL HECLA MNG CO COM 0.0%
Value ($000) $3 Shares 637 Est. Cost $5.29 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $213.14 Unrealized +56.9%
DJT TRUMP MEDIA & TECHNOLOGY GROUP COM 0.0%
Value ($000) $3 Shares 88 Est. Cost $45.24 Unrealized -7.2%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $134.21 Unrealized +57.5%
IHAK ISHARES CYBERSECURITY & TECH ETF 0.0%
Value ($000) $3 Shares 61 Est. Cost $32.79 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $3 Shares 25 Est. Cost $77.58 Unrealized +15.7%
KMX CARMAX INC COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $99.89 Unrealized -27.9%
VAC MARRIOTT VACATIONS WORLDWIDE C COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $117.07 Unrealized -19.0%
SANDSTORM GOLD LTD COM NEW 0.0%
Value ($000) $2 Shares 418 Est. Cost $5.44 Unrealized
KGC KINROSS GOLD CORP COM 0.0%
Value ($000) $2 Shares 222 Est. Cost $7.24 Unrealized 0.0%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $13.17 Unrealized +168.1%
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
BTG B2GOLD CORP COM 0.0%
Value ($000) $1 Shares 539 Est. Cost $2.56 Unrealized 0.0%
HAS HASBRO INC COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $82.22 Unrealized -32.3%
HANESBRANDS INC COM 0.0%
Value ($000) $1 Shares 248 Est. Cost $14.27 Unrealized
PENN PENN ENTERTAINMENT INC COM 0.0%
Value ($000) $1 Shares 60 Est. Cost $25.13 Unrealized -32.4%
NGD NEW GOLD INC CDA COM 0.0%
Value ($000) $1 Shares 540 Est. Cost $1.90 Unrealized 0.0%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $235.07 Unrealized -51.0%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 32 Est. Cost $105.76 Unrealized -50.8%
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $1 Shares 120 Est. Cost $19.42 Unrealized -64.9%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $1 Shares 120 Est. Cost $17.60 Unrealized -62.4%
AG FIRST MAJESTIC SILVER CORP COM 0.0%
Value ($000) $1 Shares 124 Est. Cost $6.90 Unrealized 0.0%
EXK ENDEAVOUR SILVER CORP COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $3.25 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $1 Shares 2 Est. Cost $258.29 Unrealized +16.6%
SILVERCREST METALS INC COM 0.0%
Value ($000) $1 Shares 75 Est. Cost $8.15 Unrealized
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value ($000) $1 Shares 40 Est. Cost Unrealized
SAVA CASSAVA SCIENCES INC COM 0.0%
Value ($000) $1 Shares 48 Est. Cost $27.01 Unrealized -21.9%
SSRM SSR MINING IN COM 0.0%
Value ($000) $1 Shares 125 Est. Cost $5.13 Unrealized 0.0%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $57.90 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.71 Unrealized -0.2%
HPQ HP INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $15.31 Unrealized +94.0%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $13.11 Unrealized +34.3%
NHI NATIONAL HEALTH INVS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
RUM RUMBLE INC COM CL A 0.0%
Value ($000) $0 Shares 40 Est. Cost $10.96 Unrealized -41.2%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $46.63 Unrealized +111.6%
HSY HERSHEY CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $117.69 Unrealized +56.3%
JETAI INC WT EXP 081033 0.0%
Value ($000) $0 Shares 246 Est. Cost $1.05 Unrealized
GPRO GOPRO INC CL A 0.0%
Value ($000) $0 Shares 60 Est. Cost $4.15 Unrealized -59.8%
ZIMVIE INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
CGC CANOPY GROWTH CORP COM NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost $5.96 Unrealized +44.4%
JTAI JETAI INC COM 0.0%
Value ($000) $0 Shares 155 Est. Cost $441.00 Unrealized -66.0%
RICK RCI HOSPITALITY HLDGS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $75.16 Unrealized -35.5%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $0 Shares 1 Est. Cost $41.00 Unrealized
DZSIQ DZS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $1.25 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