Greenwich Wealth Management LLC Diversified Active

Location: Greenwich, CT

CIK: 0001439805 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 12, 2026

Total Value: $2.449B (100.0% shares, 0.0% debt)

Holdings (307)

IBKR INTERACTIVE BROKERS GROUP IN COM 27.2%
Value $666M Shares 9,924,043 Share Price $67.07 Est. Cost/Share $41.53 Unrealized @ Report Date +61.5%
SPY SPDR S&P 500 ETF TR TR 9.2%
Value $225M Shares 345,231 Share Price $650.34 Est. Cost/Share $399.76 Unrealized @ Report Date +62.7%
FUTU FUTU HLDGS LTD 6.8%
Value $168M Shares 1,226,000 Share Price $136.76 Est. Cost/Share $160.80 Unrealized @ Report Date -14.9%
NMAX NEWSMAX INC 4.9%
Value $119M Shares 22,795,352 Share Price $5.22 Est. Cost/Share $9.61 Unrealized @ Report Date -45.7%
HOOD ROBINHOOD MKTS INC COM 3.2%
Value $79.3M Shares 1,144,222 Share Price $69.30 Est. Cost/Share $89.56 Unrealized @ Report Date -22.6%
GOOG ALPHABET INC CAP STK 1.7%
Value $40.86M Shares 142,435 Share Price $286.86 Est. Cost/Share $181.73 Unrealized @ Report Date +57.8%
AAPL APPLE INC 1.6%
Value $39.14M Shares 154,238 Share Price $253.79 Est. Cost/Share $114.30 Unrealized @ Report Date +122.0%
PIPR PIPER JAFFRAY COS 1.3%
Value $31.9M Shares 416,769 Share Price $76.55 Est. Cost/Share $236.68 Unrealized @ Report Date -67.7%
QQQ INVESCO QQQ TR 1.3%
Value $31.48M Shares 54,532 Share Price $577.18 Est. Cost/Share $382.46 Unrealized @ Report Date +50.9%
GBTC GRAYSCALE BITCOIN TR BTC 1.3%
Value $31.04M Shares 633,993 Share Price $48.96 * Est. Cost/Share $45.78 Unrealized @ Report Date +15.3%
SLV ISHARES SILVER TRUST 1.2%
Value $30.05M Shares 440,963 Share Price $68.14 Est. Cost/Share $50.06 Unrealized @ Report Date +36.1%
ORCL ORACLE CORP 1.1%
Value $27.49M Shares 186,879 Share Price $147.11 Est. Cost/Share $43.05 Unrealized @ Report Date +241.7%
SCHW SCHWAB CHARLES CORP NEW 1.1%
Value $26.35M Shares 280,425 Share Price $93.98 Est. Cost/Share $92.87 Unrealized @ Report Date +1.2%
CCJ CAMECO CORP 1.1%
Value $25.78M Shares 237,364 Share Price $108.61 Est. Cost/Share $28.45 Unrealized @ Report Date +281.7%
WYNN WYNN RESORTS LTD 1.0%
Value $25.39M Shares 250,055 Share Price $101.55 Est. Cost/Share $123.55 Unrealized @ Report Date -17.8%
GLD SPDR GOLD TR GOLD 1.0%
Value $24.37M Shares 56,646 Share Price $430.29 Est. Cost/Share $367.75 Unrealized @ Report Date +17.0%
NVDA NVIDIA CORP 1.0%
Value $23.59M Shares 135,283 Share Price $174.40 Est. Cost/Share $115.76 Unrealized @ Report Date +50.7%
PLTR PALANTIR TECHNOLOGIES INC 1.0%
Value $23.47M Shares 160,426 Share Price $146.28 Est. Cost/Share $16.49 Unrealized @ Report Date +787.0%
THM INTERNATIONAL TOWER HILL MIN 0.9%
Value $23M Shares 10,000,000 Share Price $2.30 * Est. Cost/Share $2.51 Unrealized @ Report Date 0.0%
JSI JANUS DETROIT STR TR 0.9%
Value $22.75M Shares 441,365 Share Price $51.55 Est. Cost/Share $52.18 Unrealized @ Report Date -1.2%
MSFT MICROSOFT CORP 0.9%
Value $20.86M Shares 56,358 Share Price $370.17 Est. Cost/Share $77.98 Unrealized @ Report Date +374.7%
PYPL PAYPAL HLDGS INC 0.8%
Value $20.6M Shares 455,523 Share Price $45.23 Est. Cost/Share $51.96 Unrealized @ Report Date -12.9%
CBOE CBOE HLDGS INC 0.8%
Value $19.73M Shares 70,207 Share Price $281.07 Est. Cost/Share $103.43 Unrealized @ Report Date +171.8%
AMAT APPLIED MATLS INC 0.7%
Value $18.32M Shares 53,592 Share Price $341.79 Est. Cost/Share $47.08 Unrealized @ Report Date +626.0%
NG NOVAGOLD RES INC 0.7%
Value $17.96M Shares 2,000,001 Share Price $8.98 Est. Cost/Share $9.27 Unrealized @ Report Date -3.2%
COIN COINBASE GLOBAL INC COM 0.7%
Value $17.47M Shares 100,035 Share Price $174.61 Est. Cost/Share $233.78 Unrealized @ Report Date -25.3%
UYLD ANGEL OAK FUNDS TRUST 0.7%
Value $16.19M Shares 317,235 Share Price $51.03 Est. Cost/Share $51.19 Unrealized @ Report Date -0.3%
JPIE J P MORGAN EXCHANGE TRADED F 0.7%
Value $15.95M Shares 346,190 Share Price $46.07 Est. Cost/Share $46.13 Unrealized @ Report Date -0.1%
SGOV ISHARES TR 0-3 MNTH 0.6%
Value $15.4M Shares 152,994 Share Price $100.66 Est. Cost/Share $100.47 Unrealized @ Report Date +0.2%
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value $14.08M Shares 58,098 Share Price $242.38 Est. Cost/Share $97.73 Unrealized @ Report Date +148.0%
WY WEYERHAEUSER CO 0.6%
Value $13.54M Shares 554,256 Share Price $24.43 * Est. Cost/Share $18.15 Unrealized @ Report Date +31.1%
VNLA JANUS DETROIT STR TR HENDRSN SHRT 0.5%
Value $13.15M Shares 269,053 Share Price $48.86 Est. Cost/Share $49.11 Unrealized @ Report Date -0.5%
AVLV AMERICAN CENTY TR US LARGE CAP VLU 0.5%
Value $13.07M Shares 162,193 Share Price $80.61 Est. Cost/Share $58.39 Unrealized @ Report Date +38.0%
ETOR ETORO GROUP LTD 0.5%
Value $12.91M Shares 430,000 Share Price $30.03 Est. Cost/Share $32.38 Unrealized @ Report Date -7.3%
REGN REGENERON PHARMACEUTICALS 0.5%
Value $12.44M Shares 16,102 Share Price $772.64 Est. Cost/Share $410.21 Unrealized @ Report Date +88.4%
JAAA JANUS DETROIT STR TR HENDRSON AAA 0.5%
Value $11.73M Shares 232,831 Share Price $50.37 Est. Cost/Share $50.31 Unrealized @ Report Date +0.1%
AVUV AMERICAN CENTY TR US SML CP VALU 0.5%
Value $11.64M Shares 105,409 Share Price $110.47 Est. Cost/Share $87.67 Unrealized @ Report Date +26.0%
AXON AXON ENTERPRISE INC 0.5%
Value $11.42M Shares 26,897 Share Price $424.69 Est. Cost/Share $24.80 Unrealized @ Report Date +1612.5%
SAMT ADVISORS INNER CIRCLE FD III 0.5%
Value $11.08M Shares 282,263 Share Price $39.27 Est. Cost/Share $33.10 Unrealized @ Report Date +18.6%
PH PARKER HANNIFIN CORP 0.4%
Value $10.91M Shares 12,191 Share Price $895.25 Est. Cost/Share $83.59 Unrealized @ Report Date +971.0%
WDC WESTERN DIGITAL CORP 0.4%
Value $10.72M Shares 39,632 Share Price $270.49 Est. Cost/Share $37.14 Unrealized @ Report Date +628.4%
ROE EA SERIES TRUST 0.4%
Value $10.28M Shares 290,081 Share Price $35.43 Est. Cost/Share $34.21 Unrealized @ Report Date +3.6%
STIP ISHARES TR 0.4%
Value $9.92M Shares 95,911 Share Price $103.43 Est. Cost/Share $102.96 Unrealized @ Report Date +0.5%
FCX FREEPORT-MCMORAN INC 0.4%
Value $9.559M Shares 162,622 Share Price $58.78 Est. Cost/Share $24.47 Unrealized @ Report Date +140.2%
MELI MERCADOLIBRE INC 0.4%
Value $9.51M Shares 5,500 Share Price $1729.09 Est. Cost/Share $889.35 Unrealized @ Report Date +94.4%
TT TRANE TECHNOLOGIES PLC 0.4%
Value $9.461M Shares 22,702 Share Price $416.75 Est. Cost/Share $94.38 Unrealized @ Report Date +341.5%
GS GOLDMAN SACHS GROUP INC 0.4%
Value $9.437M Shares 11,155 Share Price $845.99 Est. Cost/Share $180.97 Unrealized @ Report Date +367.5%
CARY ANGEL OAK FUNDS TRUST 0.4%
Value $9.235M Shares 444,549 Share Price $20.77 Est. Cost/Share $20.84 Unrealized @ Report Date -0.3%
OPY OPPENHEIMER HLDGS INC 0.4%
Value $8.997M Shares 100,872 Share Price $89.19 Est. Cost/Share $15.61 Unrealized @ Report Date +471.3%
VOO VANGUARD INDEX FDS S&P 500 ETF 0.4%
Value $8.757M Shares 14,655 Share Price $597.54 Est. Cost/Share $328.28 Unrealized @ Report Date +82.0%
SNDK SANDISK CORP 0.3%
Value $8.369M Shares 13,173 Share Price $635.31 Est. Cost/Share $49.67 Unrealized @ Report Date +1179.1%
MP MP MATERIALS CORP COM 0.3%
Value $7.243M Shares 150,091 Share Price $48.26 Est. Cost/Share $59.79 Unrealized @ Report Date -19.3%
OSK OSHKOSH CORP 0.3%
Value $7.218M Shares 49,033 Share Price $147.21 Est. Cost/Share $33.21 Unrealized @ Report Date +343.3%
CSCO CISCO SYS INC 0.3%
Value $6.735M Shares 86,806 Share Price $77.59 Est. Cost/Share $22.83 Unrealized @ Report Date +239.9%
VIRT VIRTU FINL INC 0.3%
Value $6.463M Shares 146,960 Share Price $43.98 Est. Cost/Share $25.78 Unrealized @ Report Date +70.6%
AVDE AMERICAN CENTY ETF TR 0.3%
Value $6.422M Shares 75,697 Share Price $84.84 Est. Cost/Share $73.23 Unrealized @ Report Date +15.9%
NBIS NEBIUS GROUP N.V. 0.3%
Value $6.329M Shares 61,000 Share Price $103.75 Est. Cost/Share $18.62 Unrealized @ Report Date +457.3%
BG BUNGE LIMITED 0.2%
Value $6.021M Shares 47,338 Share Price $127.19 Est. Cost/Share $88.20 Unrealized @ Report Date +44.2%
DIA SPDR DOW JONES INDL AVRG UT SER 1 0.2%
Value $5.967M Shares 12,883 Share Price $463.17 Est. Cost/Share $248.12 Unrealized @ Report Date +86.7%
VXUS VANGUARD STAR FD VG TL INTL STK 0.2%
Value $5.797M Shares 75,180 Share Price $77.11 Est. Cost/Share $52.44 Unrealized @ Report Date +47.0%
BCS BARCLAYS PLC 0.2%
Value $5.762M Shares 272,283 Share Price $21.16 Est. Cost/Share $7.29 Unrealized @ Report Date +190.2%
VCRB VANGUARD MALVERN FDS 0.2%
Value $5.712M Shares 73,817 Share Price $77.38 Est. Cost/Share $77.70 Unrealized @ Report Date -0.4%
GM GENERAL MTRS CO 0.2%
Value $5.62M Shares 75,436 Share Price $74.50 Est. Cost/Share $34.05 Unrealized @ Report Date +118.8%
GWRE GUIDEWIRE SOFTWARE INC 0.2%
Value $5.604M Shares 37,468 Share Price $149.57 Est. Cost/Share $67.28 Unrealized @ Report Date +122.3%
USFR WISDOMTREE TR FLOATNG RAT 0.2%
Value $5.602M Shares 111,278 Share Price $50.34 Est. Cost/Share $50.37 Unrealized @ Report Date -0.1%
UNH UNITEDHEALTH GROUP INC 0.2%
Value $5.428M Shares 20,059 Share Price $270.60 Est. Cost/Share $60.38 Unrealized @ Report Date +348.1%
BX BLACKSTONE GROUP INC COM 0.2%
Value $4.804M Shares 41,776 Share Price $114.99 Est. Cost/Share $108.03 Unrealized @ Report Date +6.4%
AVGO BROADCOM INC 0.2%
Value $4.795M Shares 15,493 Share Price $309.49 Est. Cost/Share $177.57 Unrealized @ Report Date +74.3%
DOCU DOCUSIGN INC 0.2%
Value $4.408M Shares 92,980 Share Price $47.41 Est. Cost/Share $58.70 Unrealized @ Report Date -19.2%
AMZN AMAZON COM INC 0.2%
Value $4.401M Shares 21,132 Share Price $208.26 Est. Cost/Share $156.59 Unrealized @ Report Date +33.0%
MEM MATTHEWS ASIA FDS 0.2%
Value $4.305M Shares 115,914 Share Price $37.14 Est. Cost/Share $32.32 Unrealized @ Report Date —
VO VANGUARD INDEX FDS MID CAP 0.2%
Value $4.053M Shares 14,114 Share Price $287.16 * Est. Cost/Share $45.23 Unrealized @ Report Date +58.7%
CI CIGNA CORP NEW 0.2%
Value $4.01M Shares 15,033 Share Price $266.75 Est. Cost/Share $298.83 Unrealized @ Report Date -10.7%
PFE PFIZER INC 0.2%
Value $3.974M Shares 141,539 Share Price $28.08 Est. Cost/Share $20.43 Unrealized @ Report Date +37.5%
JCI JOHNSON CTLS INTL PLC 0.2%
Value $3.971M Shares 30,326 Share Price $130.94 Est. Cost/Share $35.15 Unrealized @ Report Date +272.5%
JPM JPMORGAN CHASE & CO 0.2%
Value $3.878M Shares 13,184 Share Price $294.14 Est. Cost/Share $92.33 Unrealized @ Report Date +218.6%
PSC PRINCIPAL EXCHANGE TRADED FD 0.2%
Value $3.811M Shares 66,484 Share Price $57.32 Est. Cost/Share $56.73 Unrealized @ Report Date +1.0%
BPOP POPULAR INC 0.2%
Value $3.775M Shares 28,137 Share Price $134.16 Est. Cost/Share $62.99 Unrealized @ Report Date +113.0%
VB VANGUARD INDEX FDS SMALL CP 0.2%
Value $3.762M Shares 14,362 Share Price $261.94 Est. Cost/Share $176.13 Unrealized @ Report Date +48.7%
TEX TEREX CORP NEW 0.2%
Value $3.681M Shares 62,282 Share Price $59.10 Est. Cost/Share $30.98 Unrealized @ Report Date +90.8%
AUR AURORA INNOVATION INC 0.1%
Value $3.56M Shares 864,028 Share Price $4.12 Est. Cost/Share $5.87 Unrealized @ Report Date -29.8%
BOXX EA SERIES TRUST 0.1%
Value $3.544M Shares 30,479 Share Price $116.28 Est. Cost/Share $113.90 Unrealized @ Report Date +2.1%
NXE NEXGEN ENERGY LTD 0.1%
Value $3.48M Shares 300,000 Share Price $11.60 Est. Cost/Share $8.22 Unrealized @ Report Date +41.1%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value $3.47M Shares 47,737 Share Price $72.69 Est. Cost/Share $24.92 Unrealized @ Report Date +191.7%
SAGP ADVISORS INNER CIRCLE FD III 0.1%
Value $3.426M Shares 99,842 Share Price $34.31 Est. Cost/Share $32.83 Unrealized @ Report Date +4.5%
JPST J P MORGAN EXCHANGE-TRADED F ULTRA SHRT 0.1%
Value $3.402M Shares 67,212 Share Price $50.62 Est. Cost/Share $50.44 Unrealized @ Report Date +0.3%
BEN FRANKLIN RESOURCES INC 0.1%
Value $3.388M Shares 143,436 Share Price $23.62 Est. Cost/Share $17.72 Unrealized @ Report Date +33.3%
ARW ARROW ELECTRS INC 0.1%
Value $3.183M Shares 22,193 Share Price $143.42 Est. Cost/Share $42.58 Unrealized @ Report Date +236.8%
FLEX FLEXTRONICS INTL LTD 0.1%
Value $3.163M Shares 48,324 Share Price $65.45 Est. Cost/Share $5.99 Unrealized @ Report Date +992.9%
ABBV ABBVIE INC 0.1%
Value $3.095M Shares 14,231 Share Price $217.48 Est. Cost/Share $81.70 Unrealized @ Report Date +166.2%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value $2.958M Shares 18,805 Share Price $157.30 Est. Cost/Share $49.73 Unrealized @ Report Date +216.3%
RF REGIONS FINL CORP NEW 0.1%
Value $2.847M Shares 108,984 Share Price $26.12 Est. Cost/Share $6.12 Unrealized @ Report Date +326.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $2.82M Shares 5,885 Share Price $479.18 Est. Cost/Share $216.32 Unrealized @ Report Date +121.5%
IJR ISHARES TR CORE S&P SCP 0.1%
Value $2.801M Shares 22,536 Share Price $124.29 Est. Cost/Share $87.43 Unrealized @ Report Date +42.2%
HL HECLA MNG CO 0.1%
Value $2.799M Shares 150,267 Share Price $18.63 Est. Cost/Share $10.96 Unrealized @ Report Date +69.9%
XLF SELECT SECTOR SPDR TR SBI INT-FINL 0.1%
Value $2.751M Shares 55,717 Share Price $49.37 Est. Cost/Share $25.93 Unrealized @ Report Date +90.4%
GOOGL ALPHABET INC CAP STK 0.1%
Value $2.712M Shares 9,430 Share Price $287.59 Est. Cost/Share $171.81 Unrealized @ Report Date +67.4%
PAAS PAN AMERN SILVER CORP 0.1%
Value $2.677M Shares 49,000 Share Price $54.63 Est. Cost/Share $36.47 Unrealized @ Report Date +49.8%
CTVA CORTEVA INC 0.1%
Value $2.671M Shares 31,907 Share Price $83.71 Est. Cost/Share $26.68 Unrealized @ Report Date +213.7%
JFLX J P MORGAN EXCHANGE TRADED F 0.1%
Value $2.65M Shares 53,345 Share Price $49.68 Est. Cost/Share $50.33 Unrealized @ Report Date -1.3%
APH AMPHENOL CORP NEW 0.1%
Value $2.639M Shares 20,887 Share Price $126.35 Est. Cost/Share $41.80 Unrealized @ Report Date +202.2%
LLY LILLY ELI & CO 0.1%
Value $2.612M Shares 2,840 Share Price $919.72 Est. Cost/Share $417.23 Unrealized @ Report Date +120.4%
PRME PRIME MEDICINE INC 0.1%
Value $2.61M Shares 750,001 Share Price $3.48 Est. Cost/Share $9.90 Unrealized @ Report Date -64.8%
RSP INVESCO T S&P500 EQL WGT 0.1%
Value $2.592M Shares 13,508 Share Price $191.89 Est. Cost/Share $171.74 Unrealized @ Report Date +11.8%
NDAQ NASDAQ INC 0.1%
Value $2.583M Shares 30,431 Share Price $84.88 Est. Cost/Share $41.46 Unrealized @ Report Date +104.8%
INTC INTEL CORP 0.1%
Value $2.579M Shares 58,449 Share Price $44.12 Est. Cost/Share $22.22 Unrealized @ Report Date +98.6%
EBAY EBAY INC 0.1%
Value $2.5M Shares 27,470 Share Price $91.01 Est. Cost/Share $24.17 Unrealized @ Report Date +276.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value $2.477M Shares 7,330 Share Price $337.93 Est. Cost/Share $118.96 Unrealized @ Report Date +184.1%
VCIT VANGUARD SCOTTSDALE FDS INT-TERM 0.1%
Value $2.292M Shares 27,697 Share Price $82.75 Est. Cost/Share $89.63 Unrealized @ Report Date -7.7%
WPM WHEATON PRECIOUS METALS CORP 0.1%
Value $2.227M Shares 17,000 Share Price $131.00 Est. Cost/Share $101.57 Unrealized @ Report Date +29.0%
ALLE ALLEGION PLC ORD 0.1%
Value $2.157M Shares 14,847 Share Price $145.28 Est. Cost/Share $39.36 Unrealized @ Report Date +269.1%
AG FIRST MAJESTIC SILVER CORP 0.1%
Value $2.148M Shares 100,000 Share Price $21.48 Est. Cost/Share $9.27 Unrealized @ Report Date +131.8%
DOW DOW INC 0.1%
Value $2.137M Shares 51,298 Share Price $41.66 Est. Cost/Share $38.56 Unrealized @ Report Date +8.0%
MS MORGAN STANLEY 0.1%
Value $2.103M Shares 12,776 Share Price $164.61 Est. Cost/Share $107.41 Unrealized @ Report Date +53.2%
VCRM VANGUARD MUN BD FDS 0.1%
Value $2.09M Shares 27,808 Share Price $75.16 Est. Cost/Share $73.72 Unrealized @ Report Date +1.9%
VWO VANGUARD INTL EQUITY INDEX F FTSE EMR MKT 0.1%
Value $2.03M Shares 37,560 Share Price $54.05 Est. Cost/Share $41.98 Unrealized @ Report Date +28.8%
IVV ISHARES TR CORE S&P500 0.1%
Value $2.026M Shares 3,101 Share Price $653.34 Est. Cost/Share $413.81 Unrealized @ Report Date +57.9%
XOM EXXON MOBIL CORP 0.1%
Value $1.994M Shares 11,753 Share Price $169.66 Est. Cost/Share $55.71 Unrealized @ Report Date +204.5%
META FACEBOOK INC 0.1%
Value $1.987M Shares 3,473 Share Price $572.13 Est. Cost/Share $239.65 Unrealized @ Report Date +138.7%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $1.961M Shares 39,073 Share Price $50.19 Est. Cost/Share $34.53 Unrealized @ Report Date +45.4%
IWM ISHARES TR RUSSELL 2000 0.1%
Value $1.947M Shares 7,851 Share Price $247.99 Est. Cost/Share $177.85 Unrealized @ Report Date +39.4%
AMX AMERICA MOVIL SAB DE CV SPON ADR L 0.1%
Value $1.871M Shares 73,440 Share Price $25.48 Est. Cost/Share $18.41 Unrealized @ Report Date +38.4%
CVS CVS HEALTH CORP 0.1%
Value $1.766M Shares 24,594 Share Price $71.81 Est. Cost/Share $60.18 Unrealized @ Report Date +19.3%
GSK GSK PLC 0.1%
Value $1.76M Shares 31,883 Share Price $55.20 Est. Cost/Share $33.38 Unrealized @ Report Date +65.3%
NVS NOVARTIS AG 0.1%
Value $1.725M Shares 11,294 Share Price $152.74 Est. Cost/Share $90.54 Unrealized @ Report Date +68.7%
CAT CATERPILLAR INC DEL 0.1%
Value $1.681M Shares 2,373 Share Price $708.39 Est. Cost/Share $189.05 Unrealized @ Report Date +274.8%
IR INGERSOLL RAND INC 0.1%
Value $1.596M Shares 19,918 Share Price $80.13 Est. Cost/Share $51.69 Unrealized @ Report Date +55.0%
— PINNACLE FINL PARTNERS INC 0.1%
Value $1.515M Shares 17,588 Share Price $86.14 Est. Cost/Share $86.14 Unrealized @ Report Date —
UEC URANIUM ENERGY CORP 0.1%
Value $1.459M Shares 108,055 Share Price $13.50 Est. Cost/Share $2.99 Unrealized @ Report Date +350.8%
VYM VANGUARD WHITEHALL FDS INC HIGH DIV 0.1%
Value $1.453M Shares 9,810 Share Price $148.11 Est. Cost/Share $109.64 Unrealized @ Report Date +35.1%
BAC BANK AMER CORP 0.1%
Value $1.444M Shares 29,627 Share Price $48.74 Est. Cost/Share $18.48 Unrealized @ Report Date +163.8%
FEM FIRST TR EXCH TRD ALPHDX FD 0.1%
Value $1.394M Shares 46,545 Share Price $29.95 Est. Cost/Share $29.79 Unrealized @ Report Date +0.5%
GRNJ TIDAL TRUST III 0.1%
Value $1.392M Shares 55,659 Share Price $25.01 Est. Cost/Share $26.94 Unrealized @ Report Date -7.2%
IJH ISHARES TR CORE S&P MCP 0.1%
Value $1.389M Shares 20,575 Share Price $67.51 Est. Cost/Share $56.94 Unrealized @ Report Date +18.6%
COST COSTCO WHSL CORP NEW 0.1%
Value $1.344M Shares 1,349 Share Price $996.29 Est. Cost/Share $616.49 Unrealized @ Report Date +61.6%
VTI VANGUARD INDEX FDS TOTAL STK 0.1%
Value $1.322M Shares 4,122 Share Price $320.72 Est. Cost/Share $273.78 Unrealized @ Report Date +17.2%
NEE NEXTERA ENERGY INC 0.1%
Value $1.277M Shares 13,746 Share Price $92.90 Est. Cost/Share $69.58 Unrealized @ Report Date +33.5%
VEU VANGUARD INTL EQUITY INDEX F ALLWRLD EX 0.1%
Value $1.259M Shares 16,758 Share Price $75.13 Est. Cost/Share $47.76 Unrealized @ Report Date +57.2%
DXJ WISDOMTREE TR JAPN HEDGE 0.1%
Value $1.257M Shares 7,925 Share Price $158.61 Est. Cost/Share $106.31 Unrealized @ Report Date +49.2%
SPSB SPDR SERIES TRUST PORTFOLIO SHORT 0.1%
Value $1.25M Shares 41,555 Share Price $30.08 Est. Cost/Share $30.19 Unrealized @ Report Date -0.4%
HPQ HP INC 0.1%
Value $1.25M Shares 65,045 Share Price $19.22 Est. Cost/Share $24.56 Unrealized @ Report Date -21.8%
CNC CENTENE CORP DEL 0.1%
Value $1.236M Shares 37,758 Share Price $32.73 Est. Cost/Share $45.32 Unrealized @ Report Date -27.8%
Q QNITY ELECTRONICS INC 0.0%
Value $1.215M Shares 10,533 Share Price $115.35 Est. Cost/Share $84.91 Unrealized @ Report Date +35.9%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value $1.184M Shares 22,116 Share Price $53.54 Est. Cost/Share $29.24 Unrealized @ Report Date +83.2%
XBI SPDR SER TR S&P 0.0%
Value $1.134M Shares 8,881 Share Price $127.69 Est. Cost/Share $79.40 Unrealized @ Report Date +60.9%
EWJ ISHARES INC MSCI JPN 0.0%
Value $1.118M Shares 13,235 Share Price $84.47 Est. Cost/Share $70.72 Unrealized @ Report Date +19.4%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value $1.112M Shares 15,328 Share Price $72.55 Est. Cost/Share $111.57 Unrealized @ Report Date -35.0%
JNJ JOHNSON & JOHNSON 0.0%
Value $1.102M Shares 4,509 Share Price $244.40 Est. Cost/Share $148.77 Unrealized @ Report Date +64.3%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value $1.094M Shares 5,671 Share Price $192.91 Est. Cost/Share $98.47 Unrealized @ Report Date +95.9%
JEPI J P MORGAN EXCHANGE-TRADED F EQUITY 0.0%
Value $1.083M Shares 19,104 Share Price $56.69 Est. Cost/Share $55.48 Unrealized @ Report Date +2.2%
GRID FIRST TR NASDQ CLN EDGE 0.0%
Value $1.034M Shares 6,322 Share Price $163.56 Est. Cost/Share $158.19 Unrealized @ Report Date +3.4%
NXT NEXTRACKER INC 0.0%
Value $1.018M Shares 8,445 Share Price $120.54 Est. Cost/Share $48.02 Unrealized @ Report Date +151.0%
AAMI ACADIAN ASSET MANAGEMENT INC 0.0%
Value $1.007M Shares 18,500 Share Price $54.43 Est. Cost/Share $29.05 Unrealized @ Report Date +87.3%
DD DUPONT DE NEMOURS INC 0.0%
Value $1.004M Shares 21,923 Share Price $45.80 Est. Cost/Share $25.98 Unrealized @ Report Date +76.3%
SJM SMUCKER J M CO 0.0%
Value $976K Shares 10,115 Share Price $96.49 Est. Cost/Share $96.51 Unrealized @ Report Date -0.1%
MRK MERCK & CO INC 0.0%
Value $953K Shares 7,921 Share Price $120.31 Est. Cost/Share $90.71 Unrealized @ Report Date +32.6%
GILD GILEAD SCIENCES INC 0.0%
Value $952K Shares 6,832 Share Price $139.34 Est. Cost/Share $61.40 Unrealized @ Report Date +127.0%
GEV GE VERNOVA INC 0.0%
Value $949K Shares 1,088 Share Price $872.24 Est. Cost/Share $192.69 Unrealized @ Report Date +353.0%
AVIV AMERICAN CENTY TR INTERNATIONAL LR 0.0%
Value $946K Shares 12,648 Share Price $74.79 Est. Cost/Share $47.13 Unrealized @ Report Date +58.8%
PG PROCTER AND GAMBLE CO 0.0%
Value $930K Shares 6,436 Share Price $144.50 Est. Cost/Share $111.79 Unrealized @ Report Date +29.2%
HD HOME DEPOT INC 0.0%
Value $926K Shares 2,814 Share Price $329.07 Est. Cost/Share $294.73 Unrealized @ Report Date +11.6%
XLE SELECT SECTOR SPDR TR ENERGY 0.0%
Value $915K Shares 14,938 Share Price $61.25 Est. Cost/Share $41.28 Unrealized @ Report Date +48.4%
SMH VANECK ETF TRUST SEMICONDUCTR 0.0%
Value $904K Shares 2,359 Share Price $383.21 Est. Cost/Share $134.19 Unrealized @ Report Date +185.7%
MCD MCDONALDS CORP 0.0%
Value $901K Shares 2,898 Share Price $310.90 Est. Cost/Share $246.00 Unrealized @ Report Date +26.3%
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value $898K Shares 3,778 Share Price $237.69 Est. Cost/Share $169.36 Unrealized @ Report Date +40.3%
F FORD MTR CO DEL 0.0%
Value $846K Shares 73,282 Share Price $11.54 Est. Cost/Share $9.63 Unrealized @ Report Date +19.9%
NVT NVENT ELECTRIC PLC 0.0%
Value $841K Shares 7,112 Share Price $118.25 Est. Cost/Share $24.73 Unrealized @ Report Date +378.4%
BNDX VANGUARD CHARLOTTE FDS INTL BD IDX 0.0%
Value $839K Shares 17,455 Share Price $48.07 Est. Cost/Share $57.04 Unrealized @ Report Date -15.8%
KIM KIMCO RLTY CORP 0.0%
Value $781K Shares 34,736 Share Price $22.48 * Est. Cost/Share $12.94 Unrealized @ Report Date +55.0%
MUR MURPHY OIL CORP 0.0%
Value $764K Shares 18,521 Share Price $41.25 Est. Cost/Share $25.70 Unrealized @ Report Date +60.5%
CWH CAMPING WORLD HLDGS INC 0.0%
Value $734K Shares 107,500 Share Price $6.83 Est. Cost/Share $12.16 Unrealized @ Report Date -43.8%
GE GENERAL ELECTRIC CO 0.0%
Value $718K Shares 2,532 Share Price $283.57 Est. Cost/Share $65.19 Unrealized @ Report Date +335.3%
TSLA TESLA MTRS INC 0.0%
Value $715K Shares 1,925 Share Price $371.43 Est. Cost/Share $435.63 Unrealized @ Report Date -14.7%
V VISA INC COM 0.0%
Value $682K Shares 2,256 Share Price $302.30 Est. Cost/Share $242.69 Unrealized @ Report Date +24.5%
BLDX IMPAX FUNDS SERIES TRUST I 0.0%
Value $671K Shares 26,180 Share Price $25.63 Est. Cost/Share $25.63 Unrealized @ Report Date —
AMT AMERICAN TOWER CORP NEW 0.0%
Value $670K Shares 3,882 Share Price $172.59 Est. Cost/Share $231.08 Unrealized @ Report Date -24.4%
MTCH MATCH GROUP INC NEW 0.0%
Value $666K Shares 21,692 Share Price $30.70 Est. Cost/Share $92.42 Unrealized @ Report Date -66.8%
XLV SELECT SECTOR SPDR TR SBI HEALTHCARE 0.0%
Value $665K Shares 4,538 Share Price $146.54 Est. Cost/Share $113.71 Unrealized @ Report Date +28.9%
CVX CHEVRON CORP NEW 0.0%
Value $650K Shares 3,139 Share Price $207.07 Est. Cost/Share $114.08 Unrealized @ Report Date +81.4%
BV BRIGHTVIEW HLDGS INC 0.0%
Value $648K Shares 55,000 Share Price $11.78 Est. Cost/Share $19.65 Unrealized @ Report Date -40.0%
GRNY TIDAL TRUST I 0.0%
Value $646K Shares 27,045 Share Price $23.89 Est. Cost/Share $24.91 Unrealized @ Report Date -4.2%
PEP PEPSICO INC 0.0%
Value $643K Shares 4,141 Share Price $155.28 Est. Cost/Share $121.16 Unrealized @ Report Date +28.2%
PNR PENTAIR PLC 0.0%
Value $634K Shares 7,276 Share Price $87.14 Est. Cost/Share $44.11 Unrealized @ Report Date +97.5%
VT VANGUARD INTL EQUITY INDEX F TT WRLD ST 0.0%
Value $626K Shares 4,525 Share Price $138.34 Est. Cost/Share $113.19 Unrealized @ Report Date +22.2%
PICK ISHARES INC MSCI GBL 0.0%
Value $616K Shares 10,891 Share Price $56.56 Est. Cost/Share $42.63 Unrealized @ Report Date +32.7%
XLB SELECT SECTOR SPDR TR SBI MATERIALS 0.0%
Value $610K Shares 12,203 Share Price $49.99 Est. Cost/Share $43.07 Unrealized @ Report Date +16.0%
KMB KIMBERLY CLARK CORP 0.0%
Value $607K Shares 6,293 Share Price $96.46 Est. Cost/Share $107.88 Unrealized @ Report Date -10.6%
RDVY FIRST TR EXCHANGE-TRADED FD RISNG DIVD 0.0%
Value $607K Shares 8,891 Share Price $68.27 Est. Cost/Share $50.60 Unrealized @ Report Date +34.9%
EFA ISHARES TR MSCI EAFE 0.0%
Value $601K Shares 6,185 Share Price $97.17 Est. Cost/Share $70.03 Unrealized @ Report Date +38.7%
ADNT ADIENT PLC ORD 0.0%
Value $594K Shares 29,412 Share Price $20.20 Est. Cost/Share $26.82 Unrealized @ Report Date -24.6%
NOW SERVICENOW INC 0.0%
Value $578K Shares 5,526 Share Price $104.60 Est. Cost/Share $160.96 Unrealized @ Report Date -35.0%
EFAV ISHARES TR 0.0%
Value $555K Shares 6,076 Share Price $91.34 Est. Cost/Share $85.06 Unrealized @ Report Date +7.4%
ROBO EXCHANGE TRADED CONCEPTS TR ROBO GLB 0.0%
Value $543K Shares 7,939 Share Price $68.40 Est. Cost/Share $39.47 Unrealized @ Report Date +73.4%
IGF ISHARES TR GLB INFRASTR 0.0%
Value $540K Shares 8,054 Share Price $67.05 Est. Cost/Share $44.38 Unrealized @ Report Date +51.0%
VNQ VANGUARD INDEX FDS REIT 0.0%
Value $520K Shares 5,857 Share Price $88.78 Est. Cost/Share $78.81 Unrealized @ Report Date +12.5%
AMGN AMGEN INC 0.0%
Value $514K Shares 1,460 Share Price $352.05 Est. Cost/Share $226.83 Unrealized @ Report Date +55.1%
NFLX NETFLIX INC 0.0%
Value $509K Shares 5,295 Share Price $96.13 Est. Cost/Share $101.14 Unrealized @ Report Date -4.9%
BOTZ GLOBAL X FDS RBTCS ARTFL 0.0%
Value $505K Shares 15,187 Share Price $33.25 Est. Cost/Share $21.13 Unrealized @ Report Date +57.2%
SRLN SSGA ACTIVE TR BLKSTN GSOSRLN 0.0%
Value $499K Shares 12,425 Share Price $40.16 Est. Cost/Share $45.46 Unrealized @ Report Date -11.7%
ALL ALLSTATE CORP 0.0%
Value $495K Shares 2,389 Share Price $207.20 Est. Cost/Share $137.53 Unrealized @ Report Date +50.8%
KLAC KLA-TENCOR CORP 0.0%
Value $491K Shares 333 Share Price $1474.47 Est. Cost/Share $734.68 Unrealized @ Report Date +100.4%
KD KYNDRYL HLDGS INC COMMON 0.0%
Value $489K Shares 37,248 Share Price $13.13 Est. Cost/Share $18.35 Unrealized @ Report Date -28.5%
ASML ASML HOLDING N V N Y REGISTRY 0.0%
Value $482K Shares 365 Share Price $1320.55 Est. Cost/Share $733.45 Unrealized @ Report Date +80.1%
CL COLGATE PALMOLIVE CO 0.0%
Value $461K Shares 5,413 Share Price $85.17 Est. Cost/Share $81.82 Unrealized @ Report Date +4.2%
GLDM WORLD GOLD TR 0.0%
Value $460K Shares 4,963 Share Price $92.69 Est. Cost/Share $74.46 Unrealized @ Report Date +24.5%
VEA VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT 0.0%
Value $436K Shares 6,797 Share Price $64.15 Est. Cost/Share $55.86 Unrealized @ Report Date +14.7%
UNP UNION PAC CORP 0.0%
Value $433K Shares 1,783 Share Price $242.85 Est. Cost/Share $179.54 Unrealized @ Report Date +35.1%
UPS UNITED PARCEL SERVICE INC 0.0%
Value $433K Shares 4,398 Share Price $98.45 Est. Cost/Share $147.40 Unrealized @ Report Date -33.3%
CRM SALESFORCE COM INC 0.0%
Value $432K Shares 2,315 Share Price $186.61 Est. Cost/Share $243.39 Unrealized @ Report Date -23.3%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value $424K Shares 1,742 Share Price $243.40 Est. Cost/Share $576.87 Unrealized @ Report Date -57.9%
MLPX GLOBAL X FDS GLB X MLP ENRG 0.0%
Value $418K Shares 5,656 Share Price $73.90 Est. Cost/Share $62.74 Unrealized @ Report Date +17.9%
WMT WAL-MART STORES INC 0.0%
Value $416K Shares 3,344 Share Price $124.40 Est. Cost/Share $122.82 Unrealized @ Report Date +1.2%
MU MICRON TECHNOLOGY INC 0.0%
Value $411K Shares 1,217 Share Price $337.72 Est. Cost/Share $127.82 Unrealized @ Report Date +164.3%
QABA FIRST TR NASDAQ ABA CMNTY BK UT COM SHS 0.0%
Value $407K Shares 6,994 Share Price $58.19 Est. Cost/Share $42.42 Unrealized @ Report Date +37.3%
SDY SPDR SERIES TRUST S&P DIVID 0.0%
Value $405K Shares 2,776 Share Price $145.89 Est. Cost/Share $125.73 Unrealized @ Report Date +16.1%
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value $404K Shares 7,274 Share Price $55.54 Est. Cost/Share $50.09 Unrealized @ Report Date +10.8%
LMT LOCKHEED MARTIN CORP 0.0%
Value $403K Shares 667 Share Price $604.20 Est. Cost/Share $438.58 Unrealized @ Report Date +37.8%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $401K Shares 816 Share Price $491.42 Est. Cost/Share $554.35 Unrealized @ Report Date -11.3%
T AT&T INC 0.0%
Value $386K Shares 13,298 Share Price $29.03 Est. Cost/Share $23.20 Unrealized @ Report Date +24.9%
FCNCA FIRST CTZNS BANCSHARES INC N 0.0%
Value $385K Shares 204 Share Price $1887.25 Est. Cost/Share $992.84 Unrealized @ Report Date +89.8%
IWF ISHARES TR RUS 1000 GRW 0.0%
Value $384K Shares 900 Share Price $426.67 * Est. Cost/Share $80.57 Unrealized @ Report Date +32.3%
COP CONOCOPHILLIPS 0.0%
Value $383K Shares 2,902 Share Price $131.98 Est. Cost/Share $92.67 Unrealized @ Report Date +42.4%
XLK SELECT SECTOR SPDR TR TECHNOLOGY 0.0%
Value $380K Shares 2,861 Share Price $132.82 Est. Cost/Share $109.64 Unrealized @ Report Date +21.2%
DIS DISNEY WALT CO 0.0%
Value $369K Shares 3,830 Share Price $96.34 Est. Cost/Share $139.64 Unrealized @ Report Date -31.0%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $365K Shares 1,798 Share Price $203.00 Est. Cost/Share $197.44 Unrealized @ Report Date +2.9%
URA GLOBAL X FDS 0.0%
Value $360K Shares 7,433 Share Price $48.43 Est. Cost/Share $49.63 Unrealized @ Report Date -2.4%
BIL SPDR SER TR SPDR 0.0%
Value $360K Shares 3,930 Share Price $91.60 Est. Cost/Share $91.60 Unrealized @ Report Date +0.0%
IAC IAC INTERACTIVECORP NEW 0.0%
Value $350K Shares 8,747 Share Price $40.01 Est. Cost/Share $118.56 Unrealized @ Report Date -66.2%
MMM 3M CO 0.0%
Value $349K Shares 2,402 Share Price $145.30 Est. Cost/Share $131.51 Unrealized @ Report Date +10.4%
ACN ACCENTURE PLC IRELAND SHS 0.0%
Value $343K Shares 1,728 Share Price $198.50 Est. Cost/Share $275.11 Unrealized @ Report Date -27.9%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value $335K Shares 5,516 Share Price $60.73 Est. Cost/Share $47.53 Unrealized @ Report Date +27.6%
EEM ISHARES TR MSCI EMG MKT 0.0%
Value $329K Shares 5,800 Share Price $56.72 Est. Cost/Share $47.14 Unrealized @ Report Date +20.5%
OPPE WISDOMTREE TR 0.0%
Value $321K Shares 5,971 Share Price $53.76 Est. Cost/Share $48.54 Unrealized @ Report Date +10.7%
DBEF DBX ETF TR 0.0%
Value $319K Shares 6,459 Share Price $49.39 Est. Cost/Share $39.51 Unrealized @ Report Date +25.0%
VGT VANGUARD WORLD FDS INF TECH 0.0%
Value $319K Shares 457 Share Price $698.03 * Est. Cost/Share $72.71 Unrealized @ Report Date +19.9%
BIV VANGUARD BD INDEX FDS 0.0%
Value $318K Shares 4,115 Share Price $77.28 Est. Cost/Share $74.84 Unrealized @ Report Date +3.1%
PM PHILIP MORRIS INTL INC 0.0%
Value $313K Shares 1,896 Share Price $165.08 Est. Cost/Share $165.32 Unrealized @ Report Date +0.0%
VNQI VANGUARD INTL EQUITY INDEX F GLB EX US 0.0%
Value $304K Shares 6,850 Share Price $44.38 Est. Cost/Share $49.25 Unrealized @ Report Date -9.7%
SAFE SAFEHOLD INC 0.0%
Value $298K Shares 22,045 Share Price $13.52 Est. Cost/Share $20.59 Unrealized @ Report Date —
USMV ISHARES TR USA MIN VOL 0.0%
Value $298K Shares 3,208 Share Price $92.89 Est. Cost/Share $94.43 Unrealized @ Report Date -1.8%
PWR QUANTA SVCS INC 0.0%
Value $297K Shares 541 Share Price $548.98 Est. Cost/Share $439.27 Unrealized @ Report Date +25.0%
CMI CUMMINS INC 0.0%
Value $292K Shares 542 Share Price $538.75 Est. Cost/Share $467.60 Unrealized @ Report Date +15.1%
AXP AMERICAN EXPRESS CO 0.0%
Value $290K Shares 958 Share Price $302.71 Est. Cost/Share $197.01 Unrealized @ Report Date +53.5%
CSX CSX CORP 0.0%
Value $290K Shares 7,076 Share Price $40.98 Est. Cost/Share $35.70 Unrealized @ Report Date +15.0%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $289K Shares 7,511 Share Price $38.48 Est. Cost/Share $51.06 Unrealized @ Report Date -24.8%
JMBS JANUS DETROIT STR TR 0.0%
Value $288K Shares 6,373 Share Price $45.19 Est. Cost/Share $45.04 Unrealized @ Report Date +0.3%
AVEM AMERICAN CENTY ETF TR 0.0%
Value $287K Shares 3,567 Share Price $80.46 Est. Cost/Share $83.04 Unrealized @ Report Date -3.0%
TXN TEXAS INSTRS INC 0.0%
Value $282K Shares 1,454 Share Price $193.95 Est. Cost/Share $170.73 Unrealized @ Report Date +13.7%
LTPZ PIMCO ETF TR 0.0%
Value $282K Shares 5,523 Share Price $51.06 Est. Cost/Share $52.32 Unrealized @ Report Date -2.5%
BKMI BNY MELLON ETF TRUST II 0.0%
Value $281K Shares 10,775 Share Price $26.08 Est. Cost/Share $26.51 Unrealized @ Report Date -1.6%
EIX EDISON INTL 0.0%
Value $280K Shares 3,833 Share Price $73.05 Est. Cost/Share $53.10 Unrealized @ Report Date +37.8%
KO COCA COLA CO 0.0%
Value $279K Shares 3,665 Share Price $76.13 Est. Cost/Share $69.47 Unrealized @ Report Date +9.5%
CMCSA COMCAST CORP NEW 0.0%
Value $275K Shares 9,570 Share Price $28.74 Est. Cost/Share $44.68 Unrealized @ Report Date -35.7%
OPPJ WISDOMTREE TR 0.0%
Value $273K Shares 5,030 Share Price $54.27 Est. Cost/Share $53.12 Unrealized @ Report Date +2.3%
HON HONEYWELL INTL INC 0.0%
Value $273K Shares 1,207 Share Price $226.18 Est. Cost/Share $195.03 Unrealized @ Report Date +15.9%
CALM CAL MAINE FOODS INC 0.0%
Value $272K Shares 3,437 Share Price $79.14 Est. Cost/Share $85.68 Unrealized @ Report Date -7.6%
JKS JINKOSOLAR HLDG CO LTD 0.0%
Value $266K Shares 10,450 Share Price $25.45 Est. Cost/Share $22.26 Unrealized @ Report Date +14.1%
IYE ISHARES TR U.S. ENERGY 0.0%
Value $266K Shares 4,110 Share Price $64.72 Est. Cost/Share $56.71 Unrealized @ Report Date +14.2%
WFC WELLS FARGO & CO NEW 0.0%
Value $261K Shares 3,280 Share Price $79.57 Est. Cost/Share $80.62 Unrealized @ Report Date -1.3%
— LAM RESEARCH CORP 0.0%
Value $261K Shares 1,223 Share Price $213.41 Est. Cost/Share $133.79 Unrealized @ Report Date —
FDVV FIDELITY COVINGTON TRUST 0.0%
Value $259K Shares 4,694 Share Price $55.18 Est. Cost/Share $43.50 Unrealized @ Report Date +27.0%
ET ENERGY TRANSFER EQUITY L P 0.0%
Value $251K Shares 13,007 Share Price $19.30 Est. Cost/Share $17.16 Unrealized @ Report Date —
SRE SEMPRA ENERGY 0.0%
Value $251K Shares 2,582 Share Price $97.21 Est. Cost/Share $80.28 Unrealized @ Report Date +21.0%
C CITIGROUP INC 0.0%
Value $247K Shares 2,180 Share Price $113.30 Est. Cost/Share $103.64 Unrealized @ Report Date +9.4%
VTRS VIATRIS INC 0.0%
Value $242K Shares 17,916 Share Price $13.51 Est. Cost/Share $11.08 Unrealized @ Report Date +21.9%
WEC WEC ENERGY GROUP INC 0.0%
Value $242K Shares 2,090 Share Price $115.79 Est. Cost/Share $110.27 Unrealized @ Report Date +5.0%
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value $237K Shares 500 Share Price $474.00 Est. Cost/Share $429.52 Unrealized @ Report Date +10.5%
UBER UBER TECHNOLOGIES INC 0.0%
Value $235K Shares 3,260 Share Price $72.09 Est. Cost/Share $91.90 Unrealized @ Report Date -21.7%
STT STATE STR CORP 0.0%
Value $235K Shares 1,854 Share Price $126.75 Est. Cost/Share $63.60 Unrealized @ Report Date +99.0%
LOW LOWES COS INC 0.0%
Value $229K Shares 969 Share Price $236.33 Est. Cost/Share $226.88 Unrealized @ Report Date +4.1%
— TILRAY INC 0.0%
Value $229K Shares 35,370 Share Price $6.47 Est. Cost/Share $7.41 Unrealized @ Report Date —
— BROOKFIELD INFRASTRUCTURE CO COM SB VTG 0.0%
Value $227K Shares 5,748 Share Price $39.49 Est. Cost/Share $41.46 Unrealized @ Report Date —
NEM NEWMONT GOLDCORP CORPORATION 0.0%
Value $222K Shares 2,048 Share Price $108.40 Est. Cost/Share $69.39 Unrealized @ Report Date +56.0%
BA BOEING CO 0.0%
Value $220K Shares 1,106 Share Price $198.92 Est. Cost/Share $205.66 Unrealized @ Report Date -3.2%
DAC DANAOS CORPORATION 0.0%
Value $216K Shares 1,914 Share Price $112.85 Est. Cost/Share $106.71 Unrealized @ Report Date +5.6%
MA MASTERCARD INC 0.0%
Value $214K Shares 429 Share Price $498.83 Est. Cost/Share $463.99 Unrealized @ Report Date +7.7%
VLO VALERO ENERGY CORP NEW 0.0%
Value $214K Shares 865 Share Price $247.40 Est. Cost/Share $206.07 Unrealized @ Report Date +19.9%
WELL WELLTOWER INC 0.0%
Value $214K Shares 1,081 Share Price $197.96 * Est. Cost/Share $186.47 Unrealized @ Report Date +0.2%
SFD SMITHFIELD FOODS INC 0.0%
Value $212K Shares 7,597 Share Price $27.91 Est. Cost/Share $24.05 Unrealized @ Report Date +16.3%
PSFE PAYSAFE LIMITED 0.0%
Value $210K Shares 30,806 Share Price $6.82 Est. Cost/Share $15.45 Unrealized @ Report Date -55.9%
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value $209K Shares 4,795 Share Price $43.59 Est. Cost/Share $41.63 Unrealized @ Report Date +4.9%
AMP AMERIPRISE FINL INC 0.0%
Value $209K Shares 469 Share Price $445.63 Est. Cost/Share $474.16 Unrealized @ Report Date -6.3%
ETN EATON CORP PLC 0.0%
Value $207K Shares 579 Share Price $357.51 Est. Cost/Share $355.83 Unrealized @ Report Date +0.5%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $203K Shares 3,603 Share Price $56.34 Est. Cost/Share $59.14 Unrealized @ Report Date -4.8%
BMOP BNY MELLON ETF TRUST II 0.0%
Value $202K Shares 8,185 Share Price $24.68 Est. Cost/Share $24.89 Unrealized @ Report Date -1.1%
UTES ETFIS SER TR I 0.0%
Value $202K Shares 2,531 Share Price $79.81 Est. Cost/Share $80.33 Unrealized @ Report Date -0.5%
YUM YUM BRANDS INC 0.0%
Value $201K Shares 1,295 Share Price $155.21 Est. Cost/Share $158.00 Unrealized @ Report Date -1.6%
SM SM ENERGY CO 0.0%
Value $201K Shares 6,437 Share Price $31.23 Est. Cost/Share $22.80 Unrealized @ Report Date +36.8%
HLN HALEON PLC SPON 0.0%
Value $196K Shares 19,546 Share Price $10.03 Est. Cost/Share $6.46 Unrealized @ Report Date +55.1%
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value $182K Shares 10,488 Share Price $17.35 Est. Cost/Share $15.11 Unrealized @ Report Date +14.6%
RITM NEW RESIDENTIAL INVT CORP 0.0%
Value $174K Shares 18,351 Share Price $9.48 Est. Cost/Share $10.57 Unrealized @ Report Date —
DXC DXC TECHNOLOGY CO 0.0%
Value $134K Shares 10,623 Share Price $12.61 Est. Cost/Share $14.18 Unrealized @ Report Date -11.3%
SGHC SUPER GROUP SGHC LIMITED 0.0%
Value $130K Shares 12,068 Share Price $10.77 Est. Cost/Share $10.20 Unrealized @ Report Date +5.9%
WU WESTERN UN CO 0.0%
Value $125K Shares 14,323 Share Price $8.73 Est. Cost/Share $9.83 Unrealized @ Report Date —
NIO NIO INC SPON 0.0%
Value $113K Shares 18,750 Share Price $6.03 Est. Cost/Share $8.29 Unrealized @ Report Date -27.2%
CNH CNH INDL N V 0.0%
Value $112K Shares 10,142 Share Price $11.04 Est. Cost/Share $11.25 Unrealized @ Report Date -2.2%
PK PARK HOTELS RESORTS INC 0.0%
Value $106K Shares 10,085 Share Price $10.51 Est. Cost/Share $10.51 Unrealized @ Report Date —
ANVS ANNOVIS BIO INC 0.0%
Value $105K Shares 47,000 Share Price $2.23 Est. Cost/Share $6.15 Unrealized @ Report Date -63.8%
ABR ARBOR REALTY TRUST INC 0.0%
Value $82,000 Shares 10,663 Share Price $7.69 Est. Cost/Share $7.69 Unrealized @ Report Date —
PAYO PAYONEER GLOBAL INC 0.0%
Value $77,000 Shares 16,001 Share Price $4.81 Est. Cost/Share $6.46 Unrealized @ Report Date -25.2%
ACB AURORA CANNABIS INC 0.0%
Value $65,000 Shares 20,000 Share Price $3.25 * Est. Cost/Share $3.87 Unrealized @ Report Date +2.8%
PLTK PLAYTIKA HLDG CORP 0.0%
Value $45,000 Shares 16,362 Share Price $2.75 Est. Cost/Share $4.04 Unrealized @ Report Date -31.2%
INO INOVIO PHARMACEUTICALS INC 0.0%
Value $43,000 Shares 24,899 Share Price $1.73 Est. Cost/Share $1.95 Unrealized @ Report Date -10.6%
— AGENUS INC 0.0%
Value $40,000 Shares 12,000 Share Price $3.33 Est. Cost/Share $3.33 Unrealized @ Report Date —
ALIT ALIGHT INC COM 0.0%
Value $24,000 Shares 40,728 Share Price $0.59 Est. Cost/Share $2.52 Unrealized @ Report Date -76.8%
GPRO GOPRO INC 0.0%
Value $19,000 Shares 24,100 Share Price $0.79 Est. Cost/Share $3.46 Unrealized @ Report Date -77.8%
KALA KALA PHARMACEUTICALS INC 0.0%
Value $3,000 Shares 18,393 Share Price $0.16 * Est. Cost/Share $0.52 Unrealized @ Report Date 0.0%