Carolina Wealth Advisors, LLC Diversified Active

CIK: 0001786411 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 21, 2024

Total Value ($000): $196,559 (100.0% shares, 0.0% debt)

Holdings (339)

BLV VANGUARD LONG-TERM BOND ETF 13.7%
Value ($000) $26,904 Shares 357,913 Est. Cost $17.31 Unrealized
SCHP SCHWAB US TIPS ETF 10.8%
Value ($000) $21,265 Shares 396,510 Est. Cost $57.59 Unrealized
RDN RADIAN GROUP INC COM 4.2%
Value ($000) $8,171 Shares 235,532 Est. Cost $21.28 Unrealized +56.1%
DKS DICKS SPORTING GOODS INC COM 4.0%
Value ($000) $7,872 Shares 37,719 Est. Cost $126.50 Unrealized +63.4%
ABBV ABBVIE INC COM 4.0%
Value ($000) $7,816 Shares 39,580 Est. Cost $74.90 Unrealized +138.6%
PKG PACKAGING CORP AMER COM 3.9%
Value ($000) $7,653 Shares 35,529 Est. Cost $126.60 Unrealized +51.5%
FAST FASTENAL CO COM 3.7%
Value ($000) $7,292 Shares 102,101 Est. Cost $18.72 Unrealized +75.9%
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 3.5%
Value ($000) $6,885 Shares 128,476 Est. Cost $48.05 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 3.3%
Value ($000) $6,541 Shares 145,649 Est. Cost $36.71 Unrealized +4.6%
WSM WILLIAMS SONOMA INC COM 3.2%
Value ($000) $6,234 Shares 40,241 Est. Cost $97.79 Unrealized +43.8%
BSCX INVESCO BULLETSHARES 2033 CORPORATE BOND ETF 3.1%
Value ($000) $6,132 Shares 284,168 Est. Cost $20.81 Unrealized
F FORD MTR CO COM 2.9%
Value ($000) $5,793 Shares 548,559 Est. Cost $11.10 Unrealized -5.9%
AVGO BROADCOM INC COM 2.8%
Value ($000) $5,565 Shares 32,263 Est. Cost $130.71 Unrealized +20.9%
SCHX SCHWAB U.S. LARGE-CAP ETF 2.8%
Value ($000) $5,471 Shares 80,641 Est. Cost $65.93 Unrealized
CHCO CITY HLDG CO COM 2.8%
Value ($000) $5,469 Shares 46,591 Est. Cost $68.55 Unrealized +61.9%
SCHA SCHWAB U.S. SMALL-CAP ETF 2.7%
Value ($000) $5,394 Shares 104,742 Est. Cost $57.71 Unrealized
INFY INFOSYS LTD SPONSORED ADR 2.6%
Value ($000) $5,042 Shares 226,423 Est. Cost $12.43 Unrealized
CAG CONAGRA BRANDS INC COM 2.3%
Value ($000) $4,595 Shares 141,310 Est. Cost $31.22 Unrealized -9.6%
SCHM SCHWAB U.S. MID-CAP ETF 2.3%
Value ($000) $4,481 Shares 53,932 Est. Cost $60.38 Unrealized
SSTK SHUTTERSTOCK INC COM 2.0%
Value ($000) $3,970 Shares 112,253 Est. Cost $44.78 Unrealized -17.6%
EIG EMPLOYERS HLDGS INC COM 1.8%
Value ($000) $3,575 Shares 74,524 Est. Cost $34.11 Unrealized +30.7%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 1.7%
Value ($000) $3,317 Shares 80,664 Est. Cost $34.18 Unrealized
PREMIER INC CL A 1.3%
Value ($000) $2,509 Shares 125,438 Est. Cost $27.45 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.6%
Value ($000) $1,168 Shares 40,034 Est. Cost $24.85 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.6%
Value ($000) $1,118 Shares 29,018 Est. Cost $30.54 Unrealized
PHM PULTE GROUP INC COM 0.5%
Value ($000) $1,066 Shares 7,430 Est. Cost $82.15 Unrealized +53.1%
TCOM TRIP COM GROUP LTD ADS 0.4%
Value ($000) $875 Shares 14,715 Est. Cost $34.97 Unrealized
GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF 0.4%
Value ($000) $861 Shares 7,601 Est. Cost $82.25 Unrealized
AAPL APPLE INC COM 0.4%
Value ($000) $813 Shares 3,489 Est. Cost $101.78 Unrealized +118.1%
CAL CALERES INC COM 0.4%
Value ($000) $775 Shares 23,442 Est. Cost $24.43 Unrealized +45.1%
L LOEWS CORP COM 0.4%
Value ($000) $767 Shares 9,707 Est. Cost $63.44 Unrealized +23.2%
OC OWENS CORNING NEW COM 0.4%
Value ($000) $762 Shares 4,314 Est. Cost $141.38 Unrealized +19.1%
POST POST HLDGS INC COM 0.4%
Value ($000) $761 Shares 6,573 Est. Cost $91.94 Unrealized +21.9%
CLS CELESTICA INC COM 0.4%
Value ($000) $758 Shares 14,826 Est. Cost $50.44 Unrealized +2.5%
RNR RENAISSANCERE HLDGS LTD COM 0.4%
Value ($000) $741 Shares 2,722 Est. Cost $203.03 Unrealized +18.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.4%
Value ($000) $691 Shares 1,502 Est. Cost $216.75 Unrealized +104.0%
GBX GREENBRIER COS INC COM 0.4%
Value ($000) $688 Shares 13,528 Est. Cost $41.22 Unrealized +11.3%
OPLN OPENLANE INC COM 0.3%
Value ($000) $683 Shares 40,435 Est. Cost $15.55 Unrealized +10.1%
PCAR PACCAR INC COM 0.3%
Value ($000) $674 Shares 6,833 Est. Cost $79.61 Unrealized +15.9%
ENS ENERSYS COM 0.3%
Value ($000) $661 Shares 6,479 Est. Cost $99.77 Unrealized -0.3%
FOR FORESTAR GROUP INC COM 0.3%
Value ($000) $652 Shares 20,135 Est. Cost $28.27 Unrealized +10.1%
DAL DELTA AIR LINES INC DEL COM NEW 0.3%
Value ($000) $640 Shares 12,593 Est. Cost $43.01 Unrealized -0.3%
UAL UNITED AIRLS HLDGS INC COM 0.3%
Value ($000) $637 Shares 11,159 Est. Cost $50.53 Unrealized -8.4%
RAMP LIVERAMP HLDGS INC COM 0.3%
Value ($000) $621 Shares 25,048 Est. Cost $25.06 Unrealized +8.9%
OSK OSHKOSH CORP COM 0.3%
Value ($000) $593 Shares 5,916 Est. Cost $94.88 Unrealized +6.9%
CPA COPA HOLDINGS SA CL A 0.3%
Value ($000) $586 Shares 6,242 Est. Cost $89.84 Unrealized -7.9%
TWLO TWILIO INC CL A 0.3%
Value ($000) $575 Shares 8,819 Est. Cost $61.29 Unrealized -2.4%
FDP FRESH DEL MONTE PRODUCE INC ORD 0.3%
Value ($000) $559 Shares 18,917 Est. Cost $25.74 Unrealized -1.7%
TAP MOLSON COORS BEVERAGE CO CL B 0.3%
Value ($000) $550 Shares 9,560 Est. Cost $59.52 Unrealized -14.4%
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $445 Shares 2,011 Est. Cost $113.42 Unrealized +66.6%
AMZN AMAZON COM INC COM 0.2%
Value ($000) $373 Shares 2,001 Est. Cost $125.38 Unrealized +45.5%
MA MASTERCARD INCORPORATED CL A 0.2%
Value ($000) $357 Shares 723 Est. Cost $400.80 Unrealized +15.2%
TSLA TESLA INC COM 0.2%
Value ($000) $343 Shares 1,310 Est. Cost $221.53 Unrealized +2.9%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.1%
Value ($000) $284 Shares 4,274 Est. Cost $63.10 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $224 Shares 2,769 Est. Cost $52.91 Unrealized +37.0%
AON AON PLC SHS CL A 0.1%
Value ($000) $193 Shares 557 Est. Cost $197.73 Unrealized +64.0%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $186 Shares 210 Est. Cost $350.80 Unrealized +145.7%
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value ($000) $180 Shares 1,769 Est. Cost $56.40 Unrealized
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.1%
Value ($000) $160 Shares 3,826 Est. Cost $25.34 Unrealized
MSFT MICROSOFT CORP COM 0.1%
Value ($000) $145 Shares 338 Est. Cost $223.85 Unrealized +89.0%
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $142 Shares 1,170 Est. Cost $100.21 Unrealized +17.8%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.1%
Value ($000) $130 Shares 798 Est. Cost $140.12 Unrealized +5.6%
HCC WARRIOR MET COAL INC COM 0.1%
Value ($000) $129 Shares 2,019 Est. Cost $38.52 Unrealized +61.3%
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $124 Shares 497 Est. Cost $173.31 Unrealized +32.6%
LLY ELI LILLY & CO COM 0.1%
Value ($000) $123 Shares 139 Est. Cost $468.86 Unrealized +89.9%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $123 Shares 710 Est. Cost $125.80 Unrealized +30.6%
ENVA ENOVA INTL INC COM 0.1%
Value ($000) $116 Shares 1,382 Est. Cost $34.14 Unrealized +127.0%
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.1%
Value ($000) $114 Shares 5,408 Est. Cost $12.36 Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.1%
Value ($000) $108 Shares 1,030 Est. Cost $66.06 Unrealized +52.7%
V VISA INC COM CL A 0.1%
Value ($000) $108 Shares 391 Est. Cost $222.93 Unrealized +20.1%
R RYDER SYS INC COM 0.1%
Value ($000) $107 Shares 735 Est. Cost $80.70 Unrealized +67.9%
MRK MERCK & CO INC COM 0.1%
Value ($000) $105 Shares 927 Est. Cost $64.60 Unrealized +74.9%
BFH BREAD FINANCIAL HOLDINGS INC COM 0.1%
Value ($000) $104 Shares 2,188 Est. Cost $35.24 Unrealized +41.6%
BTU PEABODY ENERGY CORP COM 0.1%
Value ($000) $99 Shares 3,716 Est. Cost $22.31 Unrealized 0.0%
GM GENERAL MTRS CO COM 0.1%
Value ($000) $98 Shares 2,194 Est. Cost $38.50 Unrealized +18.7%
CAR AVIS BUDGET GROUP COM 0.0%
Value ($000) $98 Shares 1,118 Est. Cost $118.14 Unrealized -23.7%
BCPC BALCHEM CORP COM 0.0%
Value ($000) $96 Shares 548 Est. Cost $97.25 Unrealized +73.1%
VSCO VICTORIAS SECRET AND CO COMMON STOCK 0.0%
Value ($000) $92 Shares 3,586 Est. Cost $21.19 Unrealized 0.0%
PEP PEPSICO INC COM 0.0%
Value ($000) $91 Shares 536 Est. Cost $123.53 Unrealized +31.9%
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $89 Shares 539 Est. Cost $116.52 Unrealized +43.1%
VTRS VIATRIS INC COM 0.0%
Value ($000) $88 Shares 7,546 Est. Cost $9.50 Unrealized +13.8%
UNITED STATES STL CORP NEW COM 0.0%
Value ($000) $85 Shares 2,401 Est. Cost $28.62 Unrealized
NOG NORTHERN OIL & GAS INC COM 0.0%
Value ($000) $82 Shares 2,321 Est. Cost $38.15 Unrealized 0.0%
TGT TARGET CORP COM 0.0%
Value ($000) $81 Shares 519 Est. Cost $131.66 Unrealized +7.1%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $80 Shares 900 Est. Cost $44.10 Unrealized +73.2%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $79 Shares 3,819 Est. Cost $19.91 Unrealized 0.0%
UPBD UPBOUND GROUP INC COM 0.0%
Value ($000) $79 Shares 2,469 Est. Cost $38.35 Unrealized -16.2%
MTDR MATADOR RES CO COM 0.0%
Value ($000) $78 Shares 1,588 Est. Cost $56.32 Unrealized 0.0%
HLF HERBALIFE LTD COM SHS 0.0%
Value ($000) $78 Shares 10,816 Est. Cost $9.21 Unrealized 0.0%
SO SOUTHERN CO COM 0.0%
Value ($000) $73 Shares 805 Est. Cost $59.36 Unrealized +37.5%
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $72 Shares 569 Est. Cost $59.11 Unrealized +101.1%
MMM 3M CO COM 0.0%
Value ($000) $68 Shares 498 Est. Cost $117.52 Unrealized +1.4%
META META PLATFORMS INC CL A 0.0%
Value ($000) $66 Shares 116 Est. Cost $349.17 Unrealized +46.7%
PDD PDD HOLDINGS INC SPONSORED ADS 0.0%
Value ($000) $66 Shares 486 Est. Cost $134.81 Unrealized
SNPE XTRACKERS S&P 500 ESG ETF 0.0%
Value ($000) $65 Shares 1,244 Est. Cost $28.35 Unrealized
VSAT VIASAT INC COM 0.0%
Value ($000) $63 Shares 5,267 Est. Cost $16.13 Unrealized 0.0%
ESGG FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND 0.0%
Value ($000) $63 Shares 364 Est. Cost $101.37 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $62 Shares 472 Est. Cost $112.51 Unrealized +8.4%
LOW LOWES COS INC COM 0.0%
Value ($000) $62 Shares 230 Est. Cost $182.22 Unrealized +29.6%
USFD US FOODS HLDG CORP COM 0.0%
Value ($000) $62 Shares 1,000 Est. Cost $25.95 Unrealized +115.7%
ADSK AUTODESK INC COM 0.0%
Value ($000) $61 Shares 221 Est. Cost $251.72 Unrealized 0.0%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $60 Shares 262 Est. Cost $215.74 Unrealized 0.0%
COR CENCORA INC COM 0.0%
Value ($000) $60 Shares 266 Est. Cost $200.16 Unrealized +14.7%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $56 Shares 96 Est. Cost $323.53 Unrealized
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $55 Shares 1,386 Est. Cost $27.80 Unrealized +39.4%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $55 Shares 13 Est. Cost $3518.38 Unrealized +7.8%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $53 Shares 298 Est. Cost $87.65 Unrealized +81.7%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $53 Shares 506 Est. Cost $93.03 Unrealized 0.0%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $50 Shares 188 Est. Cost $268.20 Unrealized 0.0%
PARR PAR PAC HOLDINGS INC COM NEW 0.0%
Value ($000) $50 Shares 2,837 Est. Cost $32.46 Unrealized -31.2%
MANH MANHATTAN ASSOCIATES INC COM 0.0%
Value ($000) $50 Shares 177 Est. Cost $254.41 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $49 Shares 109 Est. Cost $410.72 Unrealized 0.0%
APA APA CORPORATION COM 0.0%
Value ($000) $49 Shares 1,990 Est. Cost $28.76 Unrealized -8.4%
GDDY GODADDY INC CL A 0.0%
Value ($000) $49 Shares 310 Est. Cost $152.87 Unrealized 0.0%
EQH EQUITABLE HLDGS INC COM 0.0%
Value ($000) $48 Shares 1,153 Est. Cost $39.87 Unrealized 0.0%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $48 Shares 405 Est. Cost $119.07 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $48 Shares 295 Est. Cost $141.19 Unrealized 0.0%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $47 Shares 429 Est. Cost $102.34 Unrealized 0.0%
AZO AUTOZONE INC COM 0.0%
Value ($000) $47 Shares 15 Est. Cost $3070.23 Unrealized 0.0%
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $46 Shares 283 Est. Cost $123.08 Unrealized +24.0%
NU NU HLDGS LTD ORD SHS CL A 0.0%
Value ($000) $44 Shares 3,214 Est. Cost $13.45 Unrealized 0.0%
NUE NUCOR CORP COM 0.0%
Value ($000) $43 Shares 289 Est. Cost $146.81 Unrealized 0.0%
VITAL ENERGY INC COM 0.0%
Value ($000) $43 Shares 1,607 Est. Cost $56.94 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value ($000) $42 Shares 440 Est. Cost $116.89 Unrealized -22.5%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $42 Shares 285 Est. Cost $89.91 Unrealized +55.7%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $42 Shares 360 Est. Cost $94.55 Unrealized +12.0%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $41 Shares 247 Est. Cost $121.79 Unrealized +38.1%
JPM JPMORGAN CHASE & CO. COM 0.0%
Value ($000) $40 Shares 189 Est. Cost $162.59 Unrealized +26.1%
DJTWW TRUMP MEDIA & TECHNOLOGY GROUP WT EXP 032529 0.0%
Value ($000) $40 Shares 3,835 Est. Cost $13.30 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $37 Shares 565 Est. Cost $54.81 Unrealized +17.8%
EQIN COLUMBIA U.S. EQUITY INCOME ETF 0.0%
Value ($000) $36 Shares 760 Est. Cost $43.97 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $35 Shares 61 Est. Cost $502.91 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $32 Shares 446 Est. Cost $48.10 Unrealized +36.5%
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $30 Shares 486 Est. Cost $35.46 Unrealized
EVRG EVERGY INC COM 0.0%
Value ($000) $30 Shares 478 Est. Cost $45.07 Unrealized +22.2%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $30 Shares 303 Est. Cost $72.76 Unrealized +13.8%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $28 Shares 235 Est. Cost $83.27 Unrealized +32.8%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $27 Shares 76 Est. Cost $325.30 Unrealized -0.8%
MSM MSC INDL DIRECT INC CL A 0.0%
Value ($000) $24 Shares 280 Est. Cost $83.20 Unrealized -1.7%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $24 Shares 115 Est. Cost $157.45 Unrealized +29.7%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $24 Shares 649 Est. Cost $33.05 Unrealized
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $22 Shares 1,496 Est. Cost $14.98 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $22 Shares 127 Est. Cost $116.52 Unrealized +22.8%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $20 Shares 400 Est. Cost $49.70 Unrealized
KKR KKR & CO INC COM 0.0%
Value ($000) $17 Shares 134 Est. Cost $117.42 Unrealized 0.0%
NKE NIKE INC CL B 0.0%
Value ($000) $16 Shares 184 Est. Cost $84.57 Unrealized -10.1%
BA BOEING CO COM 0.0%
Value ($000) $16 Shares 102 Est. Cost $171.47 Unrealized 0.0%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $15 Shares 61 Est. Cost $214.15 Unrealized 0.0%
CRM SALESFORCE INC COM 0.0%
Value ($000) $15 Shares 55 Est. Cost $232.40 Unrealized +9.2%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $15 Shares 90 Est. Cost $51.98 Unrealized +192.3%
NFLX NETFLIX INC COM 0.0%
Value ($000) $14 Shares 20 Est. Cost $66.88 Unrealized 0.0%
UTZ UTZ BRANDS INC COM CL A 0.0%
Value ($000) $14 Shares 800 Est. Cost $15.17 Unrealized +9.5%
WCLD WISDOMTREE CLOUD COMPUTING FUND 0.0%
Value ($000) $14 Shares 441 Est. Cost $34.24 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $14 Shares 50 Est. Cost $80.20 Unrealized +254.2%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $14 Shares 26 Est. Cost $389.94 Unrealized +37.5%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $14 Shares 36 Est. Cost $244.62 Unrealized +41.0%
TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF 0.0%
Value ($000) $13 Shares 353 Est. Cost $36.21 Unrealized
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $13 Shares 237 Est. Cost $31.29 Unrealized 0.0%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $12 Shares 41 Est. Cost $249.08 Unrealized +7.1%
HEI/A HEICO CORP NEW CL A 0.0%
Value ($000) $12 Shares 61 Est. Cost $189.29 Unrealized 0.0%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $12 Shares 44 Est. Cost $195.97 Unrealized +25.1%
GBTC GRAYSCALE BITCOIN TRUST 0.0%
Value ($000) $12 Shares 235 Est. Cost $53.24 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $11 Shares 225 Est. Cost $35.33 Unrealized +28.9%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $11 Shares 8 Est. Cost $1152.37 Unrealized 0.0%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $11 Shares 280 Est. Cost $32.81 Unrealized +8.3%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $11 Shares 131 Est. Cost $62.80 Unrealized
CPRT COPART INC COM 0.0%
Value ($000) $10 Shares 198 Est. Cost $51.93 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $10 Shares 9 Est. Cost $73.46 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $10 Shares 40 Est. Cost $189.21 Unrealized +27.0%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $10 Shares 30 Est. Cost $87.29 Unrealized +92.8%
CMI CUMMINS INC COM 0.0%
Value ($000) $10 Shares 30 Est. Cost $134.72 Unrealized +113.8%
INTC INTEL CORP COM 0.0%
Value ($000) $10 Shares 405 Est. Cost $35.45 Unrealized -29.8%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $9 Shares 27 Est. Cost $335.01 Unrealized 0.0%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $9 Shares 126 Est. Cost $64.45 Unrealized +1.9%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $9 Shares 498 Est. Cost $33.01 Unrealized -48.7%
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $9 Shares 380 Est. Cost $24.95 Unrealized -5.7%
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $9 Shares 84 Est. Cost $98.62 Unrealized 0.0%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $9 Shares 81 Est. Cost $105.08 Unrealized 0.0%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $8 Shares 75 Est. Cost $99.77 Unrealized 0.0%
MGA MAGNA INTL INC COM 0.0%
Value ($000) $8 Shares 200 Est. Cost $50.00 Unrealized -20.9%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $8 Shares 33 Est. Cost $156.72 Unrealized +50.6%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $8 Shares 61 Est. Cost $118.05 Unrealized 0.0%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $8 Shares 74 Est. Cost $59.11 Unrealized +67.4%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $8 Shares 332 Est. Cost $21.30 Unrealized +14.5%
MCK MCKESSON CORP COM 0.0%
Value ($000) $7 Shares 15 Est. Cost $553.37 Unrealized 0.0%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $7 Shares 98 Est. Cost $75.84 Unrealized 0.0%
ING ING GROEP N.V. SPONSORED ADR 0.0%
Value ($000) $7 Shares 400 Est. Cost $18.16 Unrealized
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $7 Shares 29 Est. Cost $245.85 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $7 Shares 13 Est. Cost $544.48 Unrealized 0.0%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $7 Shares 35 Est. Cost $112.54 Unrealized +71.5%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $47.96 Unrealized +43.3%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $7 Shares 43 Est. Cost $122.98 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $7 Shares 31 Est. Cost $220.13 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $7 Shares 15 Est. Cost $480.37 Unrealized 0.0%
CHWY CHEWY INC CL A 0.0%
Value ($000) $7 Shares 238 Est. Cost $27.28 Unrealized -2.3%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $7 Shares 23 Est. Cost $286.51 Unrealized 0.0%
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $7 Shares 51 Est. Cost $117.65 Unrealized
KMX CARMAX INC COM 0.0%
Value ($000) $7 Shares 89 Est. Cost $86.79 Unrealized -8.9%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $7 Shares 50 Est. Cost $142.51 Unrealized -15.4%
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $7 Shares 62 Est. Cost $88.00 Unrealized +11.6%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $7 Shares 100 Est. Cost $55.30 Unrealized
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $6 Shares 148 Est. Cost $43.43 Unrealized
UNP UNION PAC CORP COM 0.0%
Value ($000) $6 Shares 26 Est. Cost $234.64 Unrealized 0.0%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $6 Shares 113 Est. Cost $27.17 Unrealized +101.8%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $6 Shares 122 Est. Cost $49.54 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $6 Shares 6 Est. Cost $1106.73 Unrealized 0.0%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $6 Shares 75 Est. Cost $56.12 Unrealized +30.2%
MKL MARKEL GROUP INC COM 0.0%
Value ($000) $6 Shares 4 Est. Cost $1565.15 Unrealized 0.0%
RTX RTX CORPORATION COM 0.0%
Value ($000) $6 Shares 51 Est. Cost $111.08 Unrealized 0.0%
EXC EXELON CORP COM 0.0%
Value ($000) $6 Shares 150 Est. Cost $33.22 Unrealized +7.7%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $6 Shares 58 Est. Cost $96.90 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $6 Shares 120 Est. Cost $44.24 Unrealized 0.0%
INDA ISHARES MSCI INDIA ETF 0.0%
Value ($000) $6 Shares 100 Est. Cost $48.81 Unrealized
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $6 Shares 10 Est. Cost $563.06 Unrealized 0.0%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $6 Shares 3 Est. Cost $1710.97 Unrealized 0.0%
CB CHUBB LIMITED COM 0.0%
Value ($000) $6 Shares 20 Est. Cost $270.79 Unrealized 0.0%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $6 Shares 46 Est. Cost $109.03 Unrealized 0.0%
DHI D R HORTON INC COM 0.0%
Value ($000) $6 Shares 30 Est. Cost $147.13 Unrealized +17.7%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $6 Shares 17 Est. Cost $301.25 Unrealized 0.0%
LEN LENNAR CORP CL A 0.0%
Value ($000) $6 Shares 30 Est. Cost $164.24 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $6 Shares 25 Est. Cost $216.92 Unrealized 0.0%
IT GARTNER INC COM 0.0%
Value ($000) $6 Shares 11 Est. Cost $480.74 Unrealized 0.0%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $6 Shares 69 Est. Cost $69.07 Unrealized 0.0%
ABT ABBOTT LABS COM 0.0%
Value ($000) $5 Shares 48 Est. Cost $107.07 Unrealized 0.0%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $5 Shares 7 Est. Cost $775.08 Unrealized 0.0%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $5 Shares 74 Est. Cost $67.05 Unrealized 0.0%
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $5 Shares 48 Est. Cost $96.70 Unrealized 0.0%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $5 Shares 88 Est. Cost $51.16 Unrealized 0.0%
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value ($000) $5 Shares 45 Est. Cost $98.89 Unrealized 0.0%
EWC ISHARES MSCI CANADA ETF 0.0%
Value ($000) $5 Shares 120 Est. Cost $41.52 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $5 Shares 35 Est. Cost $140.34 Unrealized
SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $5 Shares 273 Est. Cost $17.94 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $5 Shares 28 Est. Cost $171.16 Unrealized 0.0%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $5 Shares 23 Est. Cost $187.42 Unrealized 0.0%
DPZ DOMINOS PIZZA INC COM 0.0%
Value ($000) $5 Shares 11 Est. Cost $425.05 Unrealized 0.0%
KVUE KENVUE INC COM 0.0%
Value ($000) $5 Shares 204 Est. Cost $19.64 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $5 Shares 18 Est. Cost $237.29 Unrealized 0.0%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $5 Shares 9 Est. Cost $250.01 Unrealized +108.3%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $5 Shares 8 Est. Cost $253.12 Unrealized +116.6%
MSCI MSCI INC COM 0.0%
Value ($000) $5 Shares 8 Est. Cost $533.24 Unrealized 0.0%
PFE PFIZER INC COM 0.0%
Value ($000) $5 Shares 161 Est. Cost $26.68 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $4 Shares 9 Est. Cost $465.56 Unrealized 0.0%
ALLIANCEBERNSTEIN GLOBAL HIGH COM 0.0%
Value ($000) $4 Shares 384 Est. Cost $11.34 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $4 Shares 7 Est. Cost $589.13 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $4 Shares 18 Est. Cost $244.07 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $4 Shares 40 Est. Cost $131.26 Unrealized -18.0%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $4 Shares 67 Est. Cost $59.42 Unrealized 0.0%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $4 Shares 17 Est. Cost $215.67 Unrealized 0.0%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $4 Shares 70 Est. Cost $33.02 Unrealized
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $4 Shares 29 Est. Cost $120.24 Unrealized 0.0%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $4 Shares 176 Est. Cost $22.87 Unrealized -20.6%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $3 Shares 30 Est. Cost $115.03 Unrealized
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $3 Shares 16 Est. Cost $197.66 Unrealized 0.0%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $3 Shares 16 Est. Cost $188.34 Unrealized 0.0%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $3 Shares 7 Est. Cost $418.21 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $79.21 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $3 Shares 30 Est. Cost $106.13 Unrealized
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK 0.0%
Value ($000) $3 Shares 133 Est. Cost $31.06 Unrealized 0.0%
MAIDEN HOLDINGS LTD SHS 0.0%
Value ($000) $3 Shares 1,695 Est. Cost $3.54 Unrealized
SEIC SEI INVTS CO COM 0.0%
Value ($000) $3 Shares 43 Est. Cost $65.58 Unrealized 0.0%
IHAK ISHARES CYBERSECURITY & TECH ETF 0.0%
Value ($000) $3 Shares 61 Est. Cost $32.79 Unrealized
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C 0.0%
Value ($000) $3 Shares 37 Est. Cost $77.43 Unrealized
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $3 Shares 18 Est. Cost $139.75 Unrealized 0.0%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $129.38 Unrealized 0.0%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $123.37 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $3 Shares 25 Est. Cost $77.58 Unrealized +27.6%
IQ IQIYI INC SPONSORED ADS 0.0%
Value ($000) $3 Shares 950 Est. Cost $7.28 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $213.14 Unrealized +24.5%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $2 Shares 10 Est. Cost $236.18 Unrealized 0.0%
H HYATT HOTELS CORP COM CL A 0.0%
Value ($000) $2 Shares 16 Est. Cost $146.76 Unrealized 0.0%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $134.21 Unrealized +50.8%
XYZ BLOCK INC CL A 0.0%
Value ($000) $2 Shares 36 Est. Cost $64.60 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $167.50 Unrealized 0.0%
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $179.61 Unrealized 0.0%
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.0%
Value ($000) $2 Shares 47 Est. Cost $40.09 Unrealized 0.0%
CCC CCC INTELLIGENT SOLUTIONS HLD COM 0.0%
Value ($000) $2 Shares 196 Est. Cost $10.79 Unrealized 0.0%
VRSN VERISIGN INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $178.79 Unrealized 0.0%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $485.80 Unrealized 0.0%
VAC MARRIOTT VACATIONS WORLDWIDE C COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $117.07 Unrealized -34.0%
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $178.91 Unrealized 0.0%
MCO MOODYS CORP COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $458.71 Unrealized 0.0%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $81.49 Unrealized 0.0%
HANESBRANDS INC COM 0.0%
Value ($000) $2 Shares 248 Est. Cost $14.27 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $139.37 Unrealized 0.0%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $2 Shares 10 Est. Cost $137.99 Unrealized
HAS HASBRO INC COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $82.22 Unrealized -25.4%
DE DEERE & CO COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $369.25 Unrealized 0.0%
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $2 Shares 82 Est. Cost $20.07 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.44 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $13.17 Unrealized +130.2%
DJT TRUMP MEDIA & TECHNOLOGY GROUP COM 0.0%
Value ($000) $1 Shares 88 Est. Cost $45.24 Unrealized -46.4%
SAVA CASSAVA SCIENCES INC COM 0.0%
Value ($000) $1 Shares 48 Est. Cost $27.01 Unrealized -14.7%
AME AMETEK INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $165.34 Unrealized 0.0%
BROOKFIELD RENEWABLE CORP CL A SUB VTG 0.0%
Value ($000) $1 Shares 42 Est. Cost $32.67 Unrealized
ROST ROSS STORES INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $145.34 Unrealized 0.0%
GRAYSCALE BITCOIN MINI TRUST (BTC) 0.0%
Value ($000) $1 Shares 235 Est. Cost $5.63 Unrealized
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $53.88 Unrealized 0.0%
WIX WIX COM LTD SHS 0.0%
Value ($000) $1 Shares 7 Est. Cost $160.83 Unrealized 0.0%
PENN PENN ENTERTAINMENT INC COM 0.0%
Value ($000) $1 Shares 60 Est. Cost $25.13 Unrealized -24.2%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $278.61 Unrealized 0.0%
WAT WATERS CORP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $325.56 Unrealized 0.0%
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $1 Shares 120 Est. Cost $19.42 Unrealized -61.7%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $33.29 Unrealized 0.0%
PERIMETER SOLUTIONS SA COMMON STOCK 0.0%
Value ($000) $1 Shares 75 Est. Cost $13.45 Unrealized
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $1 Shares 120 Est. Cost $17.60 Unrealized -59.2%
ANSYS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $318.67 Unrealized
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $235.07 Unrealized -63.3%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $135.59 Unrealized 0.0%
SUMMIT MATLS INC CL A 0.0%
Value ($000) $1 Shares 21 Est. Cost $39.05 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $66.73 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $1 Shares 2 Est. Cost $258.29 Unrealized +28.7%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 32 Est. Cost $105.76 Unrealized -77.0%
FWONA LIBERTY MEDIA CORP DEL COM LBTY ONE S A 0.0%
Value ($000) $1 Shares 10 Est. Cost $71.50 Unrealized
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $1 Shares 6 Est. Cost $105.00 Unrealized 0.0%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.71 Unrealized +4.2%
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value ($000) $1 Shares 40 Est. Cost Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $57.90 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $15.31 Unrealized +117.1%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $46.78 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 60 Est. Cost $4.27 Unrealized 0.0%
GGG GRACO INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $80.36 Unrealized 0.0%
NHI NATIONAL HEALTH INVS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $13.11 Unrealized +40.1%
CGNX COGNEX CORP COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $42.09 Unrealized 0.0%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $46.63 Unrealized +141.7%
CME CME GROUP INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $196.43 Unrealized 0.0%
RUM RUMBLE INC COM CL A 0.0%
Value ($000) $0 Shares 40 Est. Cost $10.96 Unrealized -46.3%
HSY HERSHEY CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $117.69 Unrealized +58.1%
GPRO GOPRO INC CL A 0.0%
Value ($000) $0 Shares 60 Est. Cost $4.15 Unrealized -66.8%
ZIMVIE INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
BLCN SIREN ETF TRUST SIREN NASDAQ NEXGEN ECONOMY ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $25.00 Unrealized
CGC CANOPY GROWTH CORP COM NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost $5.96 Unrealized +1.7%
RICK RCI HOSPITALITY HLDGS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $75.16 Unrealized -40.4%
JTAI JETAI INC COM 0.0%
Value ($000) $0 Shares 405 Est. Cost $200.03 Unrealized -74.7%
GRAL GRAIL INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $15.16 Unrealized 0.0%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $0 Shares 1 Est. Cost $41.00 Unrealized
VYX NCR VOYIX CORPORATION COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $14.31 Unrealized -6.6%
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