Carolina Wealth Advisors, LLC Diversified Active

CIK: 0001786411 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 24, 2025

Total Value ($000): $185,360 (100.0% shares, 0.0% debt)

Holdings (284)

BLV VANGUARD LONG-TERM BOND ETF 14.4%
Value ($000) $26,599 Shares 377,724 Est. Cost $20.06 Unrealized
SCHP SCHWAB US TIPS ETF 11.5%
Value ($000) $21,378 Shares 795,006 Est. Cost $41.76 Unrealized
ABBV ABBVIE INC COM 4.3%
Value ($000) $8,039 Shares 38,367 Est. Cost $74.90 Unrealized +152.8%
FAST FASTENAL CO COM 4.1%
Value ($000) $7,656 Shares 98,720 Est. Cost $18.72 Unrealized +96.8%
DKS DICKS SPORTING GOODS INC COM 4.0%
Value ($000) $7,365 Shares 36,538 Est. Cost $126.50 Unrealized +72.4%
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 3.6%
Value ($000) $6,748 Shares 134,333 Est. Cost $48.15 Unrealized
DOX AMDOCS LTD SHS 3.6%
Value ($000) $6,581 Shares 71,927 Est. Cost $85.17 Unrealized 0.0%
MOS MOSAIC CO NEW COM 3.5%
Value ($000) $6,409 Shares 237,300 Est. Cost $25.71 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC COM 3.4%
Value ($000) $6,389 Shares 140,847 Est. Cost $36.71 Unrealized +7.8%
BSCX INVESCO BULLETSHARES 2033 CORPORATE BOND ETF 3.3%
Value ($000) $6,060 Shares 290,106 Est. Cost $20.81 Unrealized
GUESS INC COM 3.1%
Value ($000) $5,834 Shares 527,045 Est. Cost $11.07 Unrealized
CHCO CITY HLDG CO COM 2.9%
Value ($000) $5,304 Shares 45,152 Est. Cost $68.55 Unrealized +67.3%
F FORD MTR CO COM 2.7%
Value ($000) $5,035 Shares 501,983 Est. Cost $11.10 Unrealized -16.7%
SCHX SCHWAB U.S. LARGE-CAP ETF 2.5%
Value ($000) $4,637 Shares 210,008 Est. Cost $39.08 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 2.4%
Value ($000) $4,430 Shares 189,063 Est. Cost $43.54 Unrealized
INFY INFOSYS LTD SPONSORED ADR 2.2%
Value ($000) $4,002 Shares 219,289 Est. Cost $12.43 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 2.1%
Value ($000) $3,814 Shares 145,581 Est. Cost $39.66 Unrealized
BLMN BLOOMIN BRANDS INC COM 2.1%
Value ($000) $3,812 Shares 531,646 Est. Cost $10.06 Unrealized 0.0%
EIG EMPLOYERS HLDGS INC COM 2.0%
Value ($000) $3,667 Shares 72,420 Est. Cost $34.11 Unrealized +41.7%
CAG CONAGRA BRANDS INC COM 2.0%
Value ($000) $3,662 Shares 137,322 Est. Cost $31.22 Unrealized -21.9%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 1.7%
Value ($000) $3,146 Shares 159,025 Est. Cost $26.47 Unrealized
AVGO BROADCOM INC COM 1.6%
Value ($000) $2,997 Shares 17,903 Est. Cost $130.71 Unrealized +60.5%
SSTK SHUTTERSTOCK INC COM 0.8%
Value ($000) $1,452 Shares 77,947 Est. Cost $44.78 Unrealized -42.8%
AAPL APPLE INC COM 0.6%
Value ($000) $1,081 Shares 4,866 Est. Cost $176.11 Unrealized +31.0%
EQH EQUITABLE HLDGS INC COM 0.6%
Value ($000) $1,052 Shares 20,203 Est. Cost $49.43 Unrealized +3.8%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.6%
Value ($000) $1,038 Shares 37,642 Est. Cost $24.93 Unrealized
CAH CARDINAL HEALTH INC COM 0.6%
Value ($000) $1,033 Shares 7,499 Est. Cost $122.34 Unrealized +2.9%
COR CENCORA INC COM 0.6%
Value ($000) $1,032 Shares 3,712 Est. Cost $242.84 Unrealized +2.8%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.6%
Value ($000) $1,032 Shares 28,767 Est. Cost $30.71 Unrealized
GDDY GODADDY INC CL A 0.5%
Value ($000) $974 Shares 5,405 Est. Cost $187.23 Unrealized +2.1%
VRSK VERISK ANALYTICS INC COM 0.5%
Value ($000) $932 Shares 3,133 Est. Cost $283.21 Unrealized +1.1%
MA MASTERCARD INCORPORATED CL A 0.5%
Value ($000) $914 Shares 1,668 Est. Cost $503.41 Unrealized +7.7%
OTIS OTIS WORLDWIDE CORP COM 0.5%
Value ($000) $913 Shares 8,846 Est. Cost $96.42 Unrealized -0.3%
BRBR BELLRING BRANDS INC COMMON STOCK 0.5%
Value ($000) $895 Shares 12,021 Est. Cost $73.45 Unrealized 0.0%
HLT HILTON WORLDWIDE HLDGS INC COM 0.5%
Value ($000) $859 Shares 3,773 Est. Cost $245.45 Unrealized +1.3%
ADSK AUTODESK INC COM 0.4%
Value ($000) $828 Shares 3,164 Est. Cost $284.26 Unrealized +0.1%
MANH MANHATTAN ASSOCIATES INC COM 0.4%
Value ($000) $821 Shares 4,746 Est. Cost $219.79 Unrealized -5.2%
GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF 0.4%
Value ($000) $821 Shares 6,340 Est. Cost $82.25 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.4%
Value ($000) $816 Shares 1,864 Est. Cost $445.07 Unrealized -0.8%
AZO AUTOZONE INC COM 0.4%
Value ($000) $812 Shares 213 Est. Cost $3374.33 Unrealized +2.3%
LLY ELI LILLY & CO COM 0.4%
Value ($000) $774 Shares 937 Est. Cost $772.71 Unrealized +7.0%
LII LENNOX INTL INC COM 0.4%
Value ($000) $771 Shares 1,375 Est. Cost $599.68 Unrealized 0.0%
CLX CLOROX CO DEL COM 0.4%
Value ($000) $756 Shares 5,133 Est. Cost $149.45 Unrealized -1.0%
NVO NOVO-NORDISK A S ADR 0.4%
Value ($000) $697 Shares 10,034 Est. Cost $73.51 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.3%
Value ($000) $636 Shares 138 Est. Cost $4635.98 Unrealized +2.4%
NU NU HLDGS LTD ORD SHS CL A 0.3%
Value ($000) $579 Shares 56,563 Est. Cost $12.21 Unrealized -3.2%
MKL MARKEL GROUP INC COM 0.2%
Value ($000) $430 Shares 230 Est. Cost $1834.98 Unrealized +0.3%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $413 Shares 775 Est. Cost $216.75 Unrealized +124.3%
L LOEWS CORP COM 0.2%
Value ($000) $368 Shares 4,003 Est. Cost $63.83 Unrealized +33.7%
TWLO TWILIO INC CL A 0.2%
Value ($000) $357 Shares 3,646 Est. Cost $61.98 Unrealized +91.2%
OPLN OPENLANE INC COM 0.2%
Value ($000) $329 Shares 17,050 Est. Cost $15.66 Unrealized +31.9%
TSLA TESLA INC COM 0.2%
Value ($000) $324 Shares 1,250 Est. Cost $254.52 Unrealized +30.9%
UAL UNITED AIRLS HLDGS INC COM 0.2%
Value ($000) $317 Shares 4,593 Est. Cost $51.13 Unrealized +84.7%
POST POST HLDGS INC COM 0.2%
Value ($000) $316 Shares 2,720 Est. Cost $92.52 Unrealized +19.9%
CLS CELESTICA INC COM 0.2%
Value ($000) $301 Shares 3,820 Est. Cost $50.44 Unrealized +110.3%
GBX GREENBRIER COS INC COM 0.2%
Value ($000) $287 Shares 5,595 Est. Cost $41.64 Unrealized +39.3%
RNR RENAISSANCERE HLDGS LTD COM 0.1%
Value ($000) $271 Shares 1,129 Est. Cost $204.79 Unrealized +18.2%
RAMP LIVERAMP HLDGS INC COM 0.1%
Value ($000) $271 Shares 10,353 Est. Cost $25.12 Unrealized +21.8%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.1%
Value ($000) $265 Shares 12,312 Est. Cost $35.69 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $264 Shares 513 Est. Cost $513.91 Unrealized
OC OWENS CORNING NEW COM 0.1%
Value ($000) $256 Shares 1,789 Est. Cost $142.54 Unrealized +16.0%
ENS ENERSYS COM 0.1%
Value ($000) $245 Shares 2,678 Est. Cost $99.68 Unrealized -3.0%
FDP FRESH DEL MONTE PRODUCE INC ORD 0.1%
Value ($000) $241 Shares 7,826 Est. Cost $25.87 Unrealized +14.9%
TAP MOLSON COORS BEVERAGE CO CL B 0.1%
Value ($000) $239 Shares 3,933 Est. Cost $59.45 Unrealized -6.3%
CPA COPA HOLDINGS SA CL A 0.1%
Value ($000) $239 Shares 2,583 Est. Cost $89.80 Unrealized -1.9%
OSK OSHKOSH CORP COM 0.1%
Value ($000) $230 Shares 2,449 Est. Cost $95.06 Unrealized +3.4%
PHM PULTE GROUP INC COM 0.1%
Value ($000) $227 Shares 2,207 Est. Cost $82.15 Unrealized +30.5%
DAL DELTA AIR LINES INC DEL COM NEW 0.1%
Value ($000) $226 Shares 5,183 Est. Cost $43.31 Unrealized +35.4%
AON AON PLC SHS CL A 0.1%
Value ($000) $222 Shares 557 Est. Cost $197.73 Unrealized +93.0%
WMT WALMART INC COM 0.1%
Value ($000) $196 Shares 2,229 Est. Cost $52.91 Unrealized +75.7%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $189 Shares 996 Est. Cost $125.38 Unrealized +73.1%
FOR FORESTAR GROUP INC COM 0.1%
Value ($000) $174 Shares 8,254 Est. Cost $28.30 Unrealized -17.8%
CAL CALERES INC COM 0.1%
Value ($000) $166 Shares 9,628 Est. Cost $24.50 Unrealized -28.1%
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value ($000) $147 Shares 1,503 Est. Cost $56.40 Unrealized
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.1%
Value ($000) $133 Shares 3,473 Est. Cost $25.34 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $110 Shares 116 Est. Cost $350.80 Unrealized +176.7%
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $87 Shares 512 Est. Cost $125.80 Unrealized +30.3%
MRK MERCK & CO INC COM 0.0%
Value ($000) $82 Shares 914 Est. Cost $64.60 Unrealized +39.5%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $74 Shares 900 Est. Cost $44.10 Unrealized +83.7%
PEP PEPSICO INC COM 0.0%
Value ($000) $73 Shares 487 Est. Cost $123.53 Unrealized +16.2%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $72 Shares 668 Est. Cost $102.51 Unrealized +23.6%
MMM 3M CO COM 0.0%
Value ($000) $71 Shares 484 Est. Cost $117.52 Unrealized +23.0%
USFD US FOODS HLDG CORP COM 0.0%
Value ($000) $65 Shares 1,000 Est. Cost $25.95 Unrealized +163.3%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $63 Shares 390 Est. Cost $157.17 Unrealized
MSFT MICROSOFT CORP COM 0.0%
Value ($000) $61 Shares 162 Est. Cost $223.85 Unrealized +81.0%
ESGG FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND 0.0%
Value ($000) $56 Shares 332 Est. Cost $101.37 Unrealized
SNPE XTRACKERS S&P 500 SCORED & SCREENED ETF 0.0%
Value ($000) $55 Shares 1,089 Est. Cost $28.35 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $52 Shares 95 Est. Cost $323.53 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $49 Shares 209 Est. Cost $194.53 Unrealized +24.4%
DJTWW TRUMP MEDIA & TECHNOLOGY GROUP WT EXP 032529 0.0%
Value ($000) $48 Shares 3,835 Est. Cost $13.30 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $45 Shares 435 Est. Cost $131.66 Unrealized -8.7%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $44 Shares 565 Est. Cost $54.81 Unrealized +41.7%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $41 Shares 411 Est. Cost $116.89 Unrealized -9.1%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $39 Shares 247 Est. Cost $121.79 Unrealized +49.8%
JPM JPMORGAN CHASE & CO. COM 0.0%
Value ($000) $37 Shares 149 Est. Cost $162.59 Unrealized +54.3%
NUE NUCOR CORP COM 0.0%
Value ($000) $35 Shares 289 Est. Cost $146.81 Unrealized -13.6%
META META PLATFORMS INC CL A 0.0%
Value ($000) $35 Shares 60 Est. Cost $349.17 Unrealized +84.2%
EVRG EVERGY INC COM 0.0%
Value ($000) $33 Shares 478 Est. Cost $45.07 Unrealized +40.1%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $33 Shares 165 Est. Cost $126.60 Unrealized +64.6%
HUMANKIND US STOCK ETF 0.0%
Value ($000) $32 Shares 1,017 Est. Cost $31.80 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $32 Shares 451 Est. Cost $51.88 Unrealized +25.2%
RDN RADIAN GROUP INC COM 0.0%
Value ($000) $29 Shares 881 Est. Cost $21.28 Unrealized +49.0%
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $28 Shares 508 Est. Cost $36.77 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $28 Shares 180 Est. Cost $116.52 Unrealized +55.1%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $27 Shares 649 Est. Cost $33.05 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $27 Shares 115 Est. Cost $157.45 Unrealized +38.7%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $26 Shares 235 Est. Cost $83.27 Unrealized +30.9%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $25 Shares 241 Est. Cost $140.12 Unrealized -16.3%
V VISA INC COM CL A 0.0%
Value ($000) $25 Shares 71 Est. Cost $222.93 Unrealized +50.9%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $24 Shares 86 Est. Cost $223.20 Unrealized +9.9%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $24 Shares 76 Est. Cost $325.30 Unrealized +7.4%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $23 Shares 230 Est. Cost $72.76 Unrealized +38.8%
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $22 Shares 1,969 Est. Cost $14.08 Unrealized
MSM MSC INDL DIRECT INC CL A 0.0%
Value ($000) $22 Shares 280 Est. Cost $83.20 Unrealized -3.8%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $21 Shares 347 Est. Cost $40.85 Unrealized +24.9%
NFLX NETFLIX INC COM 0.0%
Value ($000) $19 Shares 20 Est. Cost $66.88 Unrealized +42.2%
ORCL ORACLE CORP COM 0.0%
Value ($000) $18 Shares 127 Est. Cost $116.52 Unrealized +38.7%
BA BOEING CO COM 0.0%
Value ($000) $17 Shares 102 Est. Cost $171.47 Unrealized +0.9%
RTX RTX CORPORATION COM 0.0%
Value ($000) $17 Shares 131 Est. Cost $119.43 Unrealized +4.5%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $17 Shares 63 Est. Cost $267.02 Unrealized -4.2%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $16 Shares 140 Est. Cost $76.74 Unrealized +31.0%
KKR KKR & CO INC COM 0.0%
Value ($000) $15 Shares 134 Est. Cost $117.42 Unrealized +16.6%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $15 Shares 235 Est. Cost $53.24 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $13 Shares 9 Est. Cost $73.46 Unrealized +18.4%
HEI/A HEICO CORP NEW CL A 0.0%
Value ($000) $13 Shares 61 Est. Cost $189.29 Unrealized +2.3%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $13 Shares 41 Est. Cost $249.08 Unrealized +17.6%
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $12 Shares 237 Est. Cost $31.29 Unrealized +20.1%
HOLX HOLOGIC INC COM 0.0%
Value ($000) $12 Shares 200 Est. Cost $66.26 Unrealized 0.0%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $12 Shares 464 Est. Cost $36.47 Unrealized
WCLD WISDOMTREE CLOUD COMPUTING FUND 0.0%
Value ($000) $12 Shares 372 Est. Cost $34.24 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $12 Shares 44 Est. Cost $195.97 Unrealized +49.2%
TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF 0.0%
Value ($000) $12 Shares 339 Est. Cost $36.21 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $11 Shares 110 Est. Cost $68.69 Unrealized +61.9%
CPRT COPART INC COM 0.0%
Value ($000) $11 Shares 198 Est. Cost $51.93 Unrealized +8.4%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $11 Shares 8 Est. Cost $1152.37 Unrealized +8.3%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $11 Shares 72 Est. Cost $164.14 Unrealized -2.7%
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $10 Shares 84 Est. Cost $98.62 Unrealized +12.7%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $10 Shares 20 Est. Cost $470.02 Unrealized 0.0%
MCK MCKESSON CORP COM 0.0%
Value ($000) $10 Shares 15 Est. Cost $553.37 Unrealized +11.3%
NKE NIKE INC CL B 0.0%
Value ($000) $10 Shares 150 Est. Cost $84.57 Unrealized -14.8%
CMI CUMMINS INC COM 0.0%
Value ($000) $9 Shares 30 Est. Cost $134.72 Unrealized +156.9%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $9 Shares 20 Est. Cost $448.29 Unrealized 0.0%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $9 Shares 27 Est. Cost $335.01 Unrealized -11.7%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $9 Shares 25 Est. Cost $80.20 Unrealized +375.2%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $9 Shares 60 Est. Cost $140.81 Unrealized +20.5%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $9 Shares 81 Est. Cost $105.08 Unrealized -7.9%
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value ($000) $8 Shares 89 Est. Cost $75.40 Unrealized +44.5%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $8 Shares 113 Est. Cost $27.17 Unrealized +171.2%
CRM SALESFORCE INC COM 0.0%
Value ($000) $8 Shares 29 Est. Cost $232.40 Unrealized +33.0%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $8 Shares 98 Est. Cost $75.84 Unrealized +0.3%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $8 Shares 46 Est. Cost $89.91 Unrealized +67.4%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $8 Shares 63 Est. Cost $94.55 Unrealized +16.9%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $8 Shares 13 Est. Cost $544.48 Unrealized +2.4%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $8 Shares 126 Est. Cost $64.45 Unrealized -10.1%
SO SOUTHERN CO COM 0.0%
Value ($000) $7 Shares 81 Est. Cost $59.36 Unrealized +41.7%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $7 Shares 15 Est. Cost $480.37 Unrealized -3.0%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $7 Shares 116 Est. Cost $60.10 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $7 Shares 45 Est. Cost $136.99 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $7 Shares 122 Est. Cost $49.54 Unrealized +5.2%
HD HOME DEPOT INC COM 0.0%
Value ($000) $7 Shares 19 Est. Cost $380.72 Unrealized 0.0%
KMX CARMAX INC COM 0.0%
Value ($000) $7 Shares 89 Est. Cost $86.79 Unrealized -7.6%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $7 Shares 74 Est. Cost $59.11 Unrealized +48.6%
EXC EXELON CORP COM 0.0%
Value ($000) $7 Shares 150 Est. Cost $33.22 Unrealized +21.9%
AMGN AMGEN INC COM 0.0%
Value ($000) $7 Shares 22 Est. Cost $287.24 Unrealized 0.0%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $7 Shares 125 Est. Cost $109.35 Unrealized -17.3%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $7 Shares 58 Est. Cost $96.90 Unrealized +29.9%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $7 Shares 29 Est. Cost $245.85 Unrealized +2.6%
FTNT FORTINET INC COM 0.0%
Value ($000) $7 Shares 70 Est. Cost $101.38 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $7 Shares 79 Est. Cost $92.81 Unrealized 0.0%
TPR TAPESTRY INC COM 0.0%
Value ($000) $7 Shares 95 Est. Cost $74.57 Unrealized 0.0%
ABT ABBOTT LABS COM 0.0%
Value ($000) $6 Shares 48 Est. Cost $107.07 Unrealized +17.2%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $6 Shares 75 Est. Cost $87.82 Unrealized 0.0%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $6 Shares 35 Est. Cost $112.54 Unrealized +61.9%
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $6 Shares 48 Est. Cost $96.70 Unrealized +41.2%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $6 Shares 31 Est. Cost $220.13 Unrealized -3.3%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $6 Shares 100 Est. Cost $55.30 Unrealized
UNP UNION PAC CORP COM 0.0%
Value ($000) $6 Shares 26 Est. Cost $234.64 Unrealized +0.4%
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $6 Shares 62 Est. Cost $88.00 Unrealized +22.4%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $6 Shares 25 Est. Cost $216.92 Unrealized +3.0%
CB CHUBB LIMITED COM 0.0%
Value ($000) $6 Shares 20 Est. Cost $270.79 Unrealized +2.0%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $6 Shares 46 Est. Cost $109.03 Unrealized +24.6%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $6 Shares 33 Est. Cost $156.72 Unrealized +23.8%
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $6 Shares 10 Est. Cost $563.06 Unrealized +5.5%
SMCI SUPER MICRO COMPUTER INC COM NEW 0.0%
Value ($000) $6 Shares 166 Est. Cost $37.94 Unrealized 0.0%
PCAR PACCAR INC COM 0.0%
Value ($000) $6 Shares 58 Est. Cost $79.61 Unrealized +29.3%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $6 Shares 74 Est. Cost $67.05 Unrealized +16.0%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $6 Shares 3 Est. Cost $1710.97 Unrealized +8.2%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $6 Shares 50 Est. Cost $142.51 Unrealized -20.9%
BIPC BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A 0.0%
Value ($000) $5 Shares 148 Est. Cost $40.13 Unrealized -5.6%
DPZ DOMINOS PIZZA INC COM 0.0%
Value ($000) $5 Shares 11 Est. Cost $425.05 Unrealized +4.8%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $5 Shares 88 Est. Cost $51.16 Unrealized +3.1%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $5 Shares 20 Est. Cost $217.66 Unrealized +23.8%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $5 Shares 7 Est. Cost $775.08 Unrealized -7.8%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $5 Shares 67 Est. Cost $59.42 Unrealized +25.4%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $5 Shares 17 Est. Cost $301.25 Unrealized +2.4%
IT GARTNER INC COM 0.0%
Value ($000) $5 Shares 11 Est. Cost $480.74 Unrealized +2.5%
MSCI MSCI INC COM 0.0%
Value ($000) $5 Shares 8 Est. Cost $533.24 Unrealized +7.8%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $4 Shares 18 Est. Cost $237.29 Unrealized +5.6%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $4 Shares 9 Est. Cost $465.56 Unrealized +18.8%
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value ($000) $4 Shares 45 Est. Cost $98.89 Unrealized -6.7%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $4 Shares 8 Est. Cost $253.12 Unrealized +97.3%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $4 Shares 9 Est. Cost $250.01 Unrealized +57.7%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $4 Shares 6 Est. Cost $1106.73 Unrealized -38.2%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $4 Shares 17 Est. Cost $215.67 Unrealized -4.8%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $4 Shares 16 Est. Cost $197.66 Unrealized +15.6%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $4 Shares 20 Est. Cost $189.21 Unrealized -6.0%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $4 Shares 55 Est. Cost $80.76 Unrealized -3.8%
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) $3 Shares 29 Est. Cost $120.24 Unrealized -5.4%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $3 Shares 7 Est. Cost $589.13 Unrealized -8.4%
LEN LENNAR CORP CL A 0.0%
Value ($000) $3 Shares 30 Est. Cost $164.24 Unrealized -25.0%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $244.07 Unrealized -14.2%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $3 Shares 16 Est. Cost $188.34 Unrealized +5.3%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $3 Shares 30 Est. Cost $115.03 Unrealized
SEIC SEI INVTS CO COM 0.0%
Value ($000) $3 Shares 43 Est. Cost $65.58 Unrealized +21.1%
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C 0.0%
Value ($000) $3 Shares 37 Est. Cost $77.43 Unrealized
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $3 Shares 7 Est. Cost $418.21 Unrealized +7.7%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $129.38 Unrealized +9.5%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $3 Shares 6 Est. Cost $389.94 Unrealized +29.6%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $213.14 Unrealized +72.1%
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $97.70 Unrealized +35.7%
VRSN VERISIGN INC COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $178.79 Unrealized +26.0%
TPL TEXAS PACIFIC LAND CORPORATION COM 0.0%
Value ($000) $3 Shares 2 Est. Cost $443.26 Unrealized 0.0%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $3 Shares 18 Est. Cost $139.75 Unrealized +20.5%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $2 Shares 10 Est. Cost $236.18 Unrealized +8.1%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $167.50 Unrealized +9.5%
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.0%
Value ($000) $2 Shares 47 Est. Cost $40.09 Unrealized +32.1%
H HYATT HOTELS CORP COM CL A 0.0%
Value ($000) $2 Shares 16 Est. Cost $146.76 Unrealized -2.3%
XYZ BLOCK INC CL A 0.0%
Value ($000) $2 Shares 36 Est. Cost $64.60 Unrealized +15.6%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $2 Shares 1 Est. Cost $1947.25 Unrealized +1.9%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $79.21 Unrealized -31.6%
DE DEERE & CO COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $369.25 Unrealized +25.0%
MCO MOODYS CORP COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $458.71 Unrealized +4.3%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $2 Shares 10 Est. Cost $137.99 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $2 Shares 13 Est. Cost $106.13 Unrealized
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value ($000) $2 Shares 47 Est. Cost $41.87 Unrealized
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $485.80 Unrealized -10.6%
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $39.22 Unrealized -0.4%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $123.37 Unrealized -12.3%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $53.88 Unrealized +10.8%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $278.61 Unrealized +12.5%
AME AMETEK INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $165.34 Unrealized +9.2%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $13.17 Unrealized +94.2%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $33.29 Unrealized +44.1%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $62.34 Unrealized -0.3%
ROST ROSS STORES INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $145.34 Unrealized -4.7%
WIX WIX COM LTD SHS 0.0%
Value ($000) $1 Shares 7 Est. Cost $160.83 Unrealized +29.2%
WAT WATERS CORP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $325.56 Unrealized +18.9%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $1 Shares 2 Est. Cost $258.29 Unrealized +116.4%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $244.62 Unrealized +42.3%
UNITED STATES STL CORP NEW COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $28.62 Unrealized
ANSYS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $318.67 Unrealized
GFI GOLD FIELDS LTD SPONSORED ADR 0.0%
Value ($000) $1 Shares 40 Est. Cost Unrealized
OKTA OKTA INC CL A 0.0%
Value ($000) $1 Shares 8 Est. Cost $77.52 Unrealized +26.0%
FWONA LIBERTY MEDIA CORP DEL COM LBTY ONE S A 0.0%
Value ($000) $1 Shares 10 Est. Cost $71.50 Unrealized
PRM PERIMETER SOLUTIONS INC COMMON STOCK 0.0%
Value ($000) $1 Shares 75 Est. Cost $13.06 Unrealized -14.1%
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $1 Shares 120 Est. Cost $19.42 Unrealized -61.7%
ZM ZOOM COMMUNICATIONS INC CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $78.62 Unrealized +1.4%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $79.85 Unrealized +9.7%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $1 Shares 120 Est. Cost $17.60 Unrealized -61.3%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $135.59 Unrealized -1.2%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $57.90 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 32 Est. Cost $105.76 Unrealized -85.3%
LMND LEMONADE INC COM 0.0%
Value ($000) $0 Shares 13 Est. Cost $31.93 Unrealized +7.8%
MRP MILLROSE PPTYS INC COM CL A 0.0%
Value ($000) $0 Shares 15 Est. Cost $26.53 Unrealized
LUCID GROUP INC COM 0.0%
Value ($000) $0 Shares 150 Est. Cost $3.02 Unrealized
CADRENAL THERAPEUTICS INC COM NEW 0.0%
Value ($000) $0 Shares 20 Est. Cost $17.65 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $47.80 Unrealized -25.8%
FLGT FULGENT GENETICS INC COM 0.0%
Value ($000) $0 Shares 18 Est. Cost $19.52 Unrealized -12.8%
APPN APPIAN CORP CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $35.74 Unrealized -8.4%
RUM RUMBLE INC COM CL A 0.0%
Value ($000) $0 Shares 40 Est. Cost $10.96 Unrealized -4.8%
W WAYFAIR INC CL A 0.0%
Value ($000) $0 Shares 8 Est. Cost $47.16 Unrealized -11.8%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $46.63 Unrealized +157.5%
FVRR FIVERR INTL LTD ORD SHS 0.0%
Value ($000) $0 Shares 10 Est. Cost $29.05 Unrealized +0.1%
CGNX COGNEX CORP COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $42.09 Unrealized -17.0%
HSY HERSHEY CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $117.69 Unrealized +35.3%
FUBO FUBOTV INC COM 0.0%
Value ($000) $0 Shares 42 Est. Cost $1.53 Unrealized +137.3%
INTC INTEL CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $35.45 Unrealized -38.3%
NRXP NRX PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $0 Shares 50 Est. Cost $1.34 Unrealized +109.6%
BIOMX INC COM NEW 0.0%
Value ($000) $0 Shares 159 Est. Cost $0.55 Unrealized
CARM CARISMA THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 150 Est. Cost $0.82 Unrealized -46.2%
SONNET BIOTHERAPEUTC HLDNG INC COM NEW 0.0%
Value ($000) $0 Shares 32 Est. Cost $1.47 Unrealized
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $0 Shares 1 Est. Cost $41.00 Unrealized
JTAI JET AI INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $4.00 Unrealized