Wellington Shields & Co., LLC Diversified Active

CIK: 0001506073 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 5, 2025

Total Value ($000): $383,408 (100.0% shares, 0.0% debt)

Holdings (324)

MSFT MICROSOFT CORP COM 9.2%
Value ($000) $35,317 Shares 68,186 Est. Cost $149.25 Unrealized +240.9%
AAPL APPLE INC COM 7.4%
Value ($000) $28,329 Shares 111,255 Est. Cost $109.82 Unrealized +105.4%
JPM JPMORGAN CHASE & CO. COM 4.1%
Value ($000) $15,553 Shares 49,308 Est. Cost $111.74 Unrealized +164.8%
NVDA NVIDIA CORPORATION COM 3.2%
Value ($000) $12,421 Shares 66,573 Est. Cost $93.52 Unrealized +86.4%
LLY ELI LILLY & CO COM 2.6%
Value ($000) $9,781 Shares 12,820 Est. Cost $122.07 Unrealized +508.0%
GOOG ALPHABET INC CAP STK CL C 2.2%
Value ($000) $8,481 Shares 34,823 Est. Cost $114.12 Unrealized +83.9%
XOM EXXON MOBIL CORP COM 2.0%
Value ($000) $7,621 Shares 67,596 Est. Cost $71.25 Unrealized +54.0%
IBM INTERNATIONAL BUSINESS MACHS COM 2.0%
Value ($000) $7,609 Shares 26,969 Est. Cost $118.19 Unrealized +119.6%
ABBV ABBVIE INC COM 1.8%
Value ($000) $6,817 Shares 29,442 Est. Cost $82.26 Unrealized +145.5%
AMZN AMAZON COM INC COM 1.7%
Value ($000) $6,646 Shares 30,268 Est. Cost $136.21 Unrealized +66.2%
BX BLACKSTONE INC COM 1.5%
Value ($000) $5,698 Shares 33,352 Est. Cost $59.01 Unrealized +187.2%
GOOGL ALPHABET INC CAP STK CL A 1.2%
Value ($000) $4,478 Shares 18,419 Est. Cost $118.40 Unrealized +76.7%
HON HONEYWELL INTL INC COM 1.1%
Value ($000) $4,322 Shares 20,534 Est. Cost $143.92 Unrealized +43.9%
V VISA INC COM CL A 1.1%
Value ($000) $4,318 Shares 12,648 Est. Cost $203.71 Unrealized +69.4%
CAT CATERPILLAR INC COM 1.1%
Value ($000) $4,250 Shares 8,908 Est. Cost $141.66 Unrealized +200.3%
FLO FLOWERS FOODS INC COM 1.1%
Value ($000) $4,220 Shares 323,352 Est. Cost $24.07 Unrealized -39.2%
AVGO BROADCOM INC COM 1.1%
Value ($000) $4,179 Shares 12,667 Est. Cost $145.39 Unrealized +110.3%
UNP UNION PAC CORP COM 1.1%
Value ($000) $4,134 Shares 17,488 Est. Cost $147.52 Unrealized +51.3%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.1%
Value ($000) $4,111 Shares 8,178 Est. Cost $285.37 Unrealized +69.7%
WMT WALMART INC COM 1.0%
Value ($000) $3,705 Shares 35,953 Est. Cost $56.85 Unrealized +74.6%
ABT ABBOTT LABS COM 0.9%
Value ($000) $3,570 Shares 26,653 Est. Cost $85.50 Unrealized +52.8%
DIS DISNEY WALT CO COM 0.9%
Value ($000) $3,521 Shares 30,748 Est. Cost $103.87 Unrealized +12.6%
RKLB ROCKET LAB CORP COM 0.9%
Value ($000) $3,481 Shares 72,656 Est. Cost $24.48 Unrealized +85.3%
NEM NEWMONT CORP COM 0.8%
Value ($000) $3,187 Shares 37,800 Est. Cost $41.35 Unrealized +67.8%
C CITIGROUP INC COM NEW 0.8%
Value ($000) $3,166 Shares 31,188 Est. Cost $52.22 Unrealized +80.2%
GE GE AEROSPACE COM NEW 0.8%
Value ($000) $3,162 Shares 10,510 Est. Cost $96.39 Unrealized +182.9%
SPGI S&P GLOBAL INC COM 0.8%
Value ($000) $3,018 Shares 6,200 Est. Cost $246.86 Unrealized +116.3%
SPY SPDR S&P 500 ETF TRUST 0.8%
Value ($000) $2,971 Shares 4,460 Est. Cost $521.77 Unrealized
JNJ JOHNSON & JOHNSON COM 0.8%
Value ($000) $2,929 Shares 15,795 Est. Cost $121.93 Unrealized +39.0%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.7%
Value ($000) $2,870 Shares 15,734 Est. Cost $46.93 Unrealized +245.3%
ILMN ILLUMINA INC COM 0.7%
Value ($000) $2,776 Shares 29,227 Est. Cost $295.06 Unrealized -66.4%
PANW PALO ALTO NETWORKS INC COM 0.7%
Value ($000) $2,572 Shares 12,629 Est. Cost $154.87 Unrealized +23.6%
KMI KINDER MORGAN INC DEL COM 0.7%
Value ($000) $2,566 Shares 90,624 Est. Cost $13.45 Unrealized +100.5%
GLW CORNING INC COM 0.7%
Value ($000) $2,516 Shares 30,676 Est. Cost $28.86 Unrealized +125.2%
APO APOLLO GLOBAL MGMT INC COM 0.7%
Value ($000) $2,493 Shares 18,708 Est. Cost $91.43 Unrealized +53.9%
HD HOME DEPOT INC COM 0.6%
Value ($000) $2,399 Shares 5,920 Est. Cost $269.17 Unrealized +44.6%
SHOP SHOPIFY INC CL A SUB VTG SHS 0.6%
Value ($000) $2,325 Shares 15,643 Est. Cost $43.47 Unrealized +211.9%
QQQ INVESCO QQQ TRUST SERIES I 0.6%
Value ($000) $2,317 Shares 3,860 Est. Cost $420.23 Unrealized
T AT&T INC COM 0.6%
Value ($000) $2,311 Shares 81,848 Est. Cost $16.50 Unrealized +70.1%
CEG CONSTELLATION ENERGY CORP COM 0.6%
Value ($000) $2,254 Shares 6,851 Est. Cost $274.93 Unrealized +17.2%
MRK MERCK & CO INC COM 0.5%
Value ($000) $2,039 Shares 24,291 Est. Cost $67.87 Unrealized +19.4%
WM WASTE MGMT INC DEL COM 0.5%
Value ($000) $2,023 Shares 9,163 Est. Cost $108.81 Unrealized +105.6%
PFE PFIZER INC COM 0.5%
Value ($000) $2,013 Shares 78,991 Est. Cost $27.45 Unrealized -12.0%
CVX CHEVRON CORP NEW COM 0.5%
Value ($000) $2,002 Shares 12,889 Est. Cost $105.50 Unrealized +44.3%
MCK MCKESSON CORP COM 0.5%
Value ($000) $1,927 Shares 2,495 Est. Cost $533.65 Unrealized +31.7%
PSNL PERSONALIS INC COM 0.5%
Value ($000) $1,907 Shares 292,489 Est. Cost $9.24 Unrealized -38.4%
KO COCA COLA CO COM 0.5%
Value ($000) $1,818 Shares 27,405 Est. Cost $55.25 Unrealized +22.9%
CFG CITIZENS FINL GROUP INC COM 0.5%
Value ($000) $1,807 Shares 34,000 Est. Cost $28.00 Unrealized +75.7%
BMY BRISTOL-MYERS SQUIBB CO COM 0.5%
Value ($000) $1,800 Shares 39,902 Est. Cost $46.80 Unrealized -2.8%
CSCO CISCO SYS INC COM 0.4%
Value ($000) $1,725 Shares 25,210 Est. Cost $40.20 Unrealized +67.6%
EFX EQUIFAX INC COM 0.4%
Value ($000) $1,675 Shares 6,529 Est. Cost $132.13 Unrealized +89.5%
AXP AMERICAN EXPRESS CO COM 0.4%
Value ($000) $1,667 Shares 5,019 Est. Cost $152.76 Unrealized +107.2%
VZ VERIZON COMMUNICATIONS INC COM 0.4%
Value ($000) $1,654 Shares 37,631 Est. Cost $36.68 Unrealized +15.9%
SO SOUTHERN CO COM 0.4%
Value ($000) $1,638 Shares 17,288 Est. Cost $54.04 Unrealized +70.6%
GTLS CHART INDUSTRIES 0.4%
Value ($000) $1,633 Shares 8,158 Est. Cost $154.20 Unrealized +23.2%
META META PLATFORMS INC CL A 0.4%
Value ($000) $1,631 Shares 2,221 Est. Cost $217.67 Unrealized +241.5%
EHC ENCOMPASS HEALTH CORP COM 0.4%
Value ($000) $1,566 Shares 12,330 Est. Cost $61.82 Unrealized +91.9%
BLK BLACKROCK INC COM 0.4%
Value ($000) $1,560 Shares 1,338 Est. Cost $850.45 Unrealized +30.4%
QXO QXO INC COM NEW 0.4%
Value ($000) $1,559 Shares 81,770 Est. Cost $27.57 Unrealized -24.9%
AFL AFLAC INC COM 0.4%
Value ($000) $1,549 Shares 13,866 Est. Cost $47.75 Unrealized +118.2%
LIN LINDE PLC SHS 0.4%
Value ($000) $1,527 Shares 3,214 Est. Cost $388.59 Unrealized +21.1%
BA BOEING CO COM 0.4%
Value ($000) $1,505 Shares 6,974 Est. Cost $220.35 Unrealized +2.3%
ETN EATON CORP PLC SHS 0.4%
Value ($000) $1,488 Shares 3,976 Est. Cost $269.58 Unrealized +34.8%
LMT LOCKHEED MARTIN CORP COM 0.4%
Value ($000) $1,478 Shares 2,960 Est. Cost $354.37 Unrealized +26.5%
CVS CVS HEALTH CORP COM 0.4%
Value ($000) $1,444 Shares 19,152 Est. Cost $57.21 Unrealized +18.6%
AMGN AMGEN INC COM 0.4%
Value ($000) $1,428 Shares 5,059 Est. Cost $212.65 Unrealized +34.8%
SPG SIMON PPTY GROUP INC NEW COM 0.4%
Value ($000) $1,370 Shares 7,300 Est. Cost $100.21 Unrealized +68.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.4%
Value ($000) $1,370 Shares 4,905 Est. Cost $209.44 Unrealized
GEV GE VERNOVA INC COM 0.3%
Value ($000) $1,333 Shares 2,168 Est. Cost $201.53 Unrealized +200.5%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.3%
Value ($000) $1,296 Shares 41,448 Est. Cost $24.36 Unrealized
OKE ONEOK INC NEW COM 0.3%
Value ($000) $1,264 Shares 17,320 Est. Cost $49.12 Unrealized +52.8%
GNRC GENERAC HLDGS INC COM 0.3%
Value ($000) $1,257 Shares 7,506 Est. Cost $128.13 Unrealized +36.7%
JXN JACKSON FINANCIAL INC COM CL A 0.3%
Value ($000) $1,253 Shares 12,375 Est. Cost $32.74 Unrealized +181.2%
FSLR FIRST SOLAR INC COM 0.3%
Value ($000) $1,230 Shares 5,579 Est. Cost $112.75 Unrealized +70.2%
CSX CSX CORP COM 0.3%
Value ($000) $1,202 Shares 33,847 Est. Cost $28.63 Unrealized +18.5%
PRU PRUDENTIAL FINL INC COM 0.3%
Value ($000) $1,166 Shares 11,237 Est. Cost $89.86 Unrealized +14.9%
PM PHILIP MORRIS INTL INC COM 0.3%
Value ($000) $1,157 Shares 7,132 Est. Cost $62.09 Unrealized +166.0%
MMM 3M CO COM 0.3%
Value ($000) $1,150 Shares 7,409 Est. Cost $94.25 Unrealized +62.4%
KEY KEYCORP COM 0.3%
Value ($000) $1,144 Shares 61,200 Est. Cost $15.23 Unrealized +19.4%
ENB ENBRIDGE INC COM 0.3%
Value ($000) $1,142 Shares 22,638 Est. Cost $26.10 Unrealized +76.7%
RTX RTX CORPORATION COM 0.3%
Value ($000) $1,096 Shares 6,552 Est. Cost $75.81 Unrealized +103.5%
IRM IRON MTN INC DEL COM 0.3%
Value ($000) $1,085 Shares 10,643 Est. Cost $34.74 Unrealized +172.6%
QCOM QUALCOMM INC COM 0.3%
Value ($000) $1,081 Shares 6,500 Est. Cost $105.81 Unrealized +48.6%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $1,073 Shares 14,214 Est. Cost $64.34 Unrealized +12.2%
COST COSTCO WHSL CORP NEW COM 0.3%
Value ($000) $1,018 Shares 1,100 Est. Cost $478.04 Unrealized +100.1%
ORCL ORACLE CORP COM 0.3%
Value ($000) $1,016 Shares 3,612 Est. Cost $86.30 Unrealized +194.5%
PNC PNC FINL SVCS GROUP INC COM 0.3%
Value ($000) $973 Shares 4,843 Est. Cost $117.33 Unrealized +66.8%
WY WEYERHAEUSER CO MTN BE COM NEW 0.3%
Value ($000) $961 Shares 38,772 Est. Cost $25.16 Unrealized +0.1%
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $956 Shares 6,222 Est. Cost $109.05 Unrealized +42.0%
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $932 Shares 1,529 Est. Cost $393.57 Unrealized +43.1%
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $931 Shares 9,775 Est. Cost $75.02 Unrealized +21.7%
PEP PEPSICO INC COM 0.2%
Value ($000) $910 Shares 6,480 Est. Cost $121.88 Unrealized +15.2%
RKT ROCKET COS INC COM CL A 0.2%
Value ($000) $903 Shares 46,600 Est. Cost $12.97 Unrealized +34.4%
FLUT FLUTTER ENTMT PLC SHS 0.2%
Value ($000) $898 Shares 3,537 Est. Cost $224.66 Unrealized +30.3%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $893 Shares 6,810 Est. Cost $92.01 Unrealized +47.2%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.2%
Value ($000) $893 Shares 52,056 Est. Cost $10.50 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.2%
Value ($000) $877 Shares 25,025 Est. Cost $41.40 Unrealized -18.8%
SNOW SNOWFLAKE INC COM SHS 0.2%
Value ($000) $857 Shares 3,800 Est. Cost $135.05 Unrealized +59.0%
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.2%
Value ($000) $857 Shares 32,872 Est. Cost $21.69 Unrealized +30.8%
BLDR BUILDERS FIRSTSOURCE INC COM 0.2%
Value ($000) $840 Shares 6,925 Est. Cost $54.54 Unrealized +143.2%
GIS GENERAL MLS INC COM 0.2%
Value ($000) $810 Shares 16,070 Est. Cost $55.02 Unrealized -10.1%
TIP ISHARES TIPS BOND ETF 0.2%
Value ($000) $786 Shares 7,067 Est. Cost $111.07 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.2%
Value ($000) $785 Shares 20,019 Est. Cost $15.36 Unrealized +181.2%
COIN COINBASE GLOBAL INC COM CL A 0.2%
Value ($000) $758 Shares 2,247 Est. Cost $266.21 Unrealized +27.4%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.2%
Value ($000) $752 Shares 19,200 Est. Cost $55.97 Unrealized -19.6%
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $743 Shares 8,900 Est. Cost $112.25 Unrealized -21.5%
FIX COMFORT SYS USA INC COM 0.2%
Value ($000) $729 Shares 884 Est. Cost $397.60 Unrealized +70.3%
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value ($000) $722 Shares 5,831 Est. Cost $74.02 Unrealized +61.8%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $712 Shares 1,467 Est. Cost $542.26 Unrealized -14.3%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.2%
Value ($000) $709 Shares 14,000 Est. Cost $47.98 Unrealized
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $703 Shares 22,368 Est. Cost $31.90 Unrealized +3.9%
EIX EDISON INTL COM 0.2%
Value ($000) $702 Shares 12,700 Est. Cost $53.10 Unrealized 0.0%
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.2%
Value ($000) $693 Shares 34,300 Est. Cost $15.37 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.2%
Value ($000) $692 Shares 10,500 Est. Cost $94.37 Unrealized -23.6%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $689 Shares 2,266 Est. Cost $231.05 Unrealized +30.4%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $685 Shares 2,431 Est. Cost $195.46 Unrealized
WMB WILLIAMS COS INC COM 0.2%
Value ($000) $683 Shares 10,774 Est. Cost $25.76 Unrealized +124.5%
GILD GILEAD SCIENCES INC COM 0.2%
Value ($000) $644 Shares 5,805 Est. Cost $53.64 Unrealized +109.3%
CRBG COREBRIDGE FINL INC COM 0.2%
Value ($000) $641 Shares 20,000 Est. Cost $28.40 Unrealized +18.7%
GRAL GRAIL INC COM 0.2%
Value ($000) $636 Shares 10,758 Est. Cost $16.27 Unrealized +134.8%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $635 Shares 9,607 Est. Cost $31.16 Unrealized +97.1%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $626 Shares 2,400 Est. Cost $97.49 Unrealized +164.0%
DD DUPONT DE NEMOURS INC COM 0.2%
Value ($000) $616 Shares 7,905 Est. Cost $24.68 Unrealized +26.2%
MA MASTERCARD INCORPORATED CL A 0.2%
Value ($000) $611 Shares 1,075 Est. Cost $424.76 Unrealized +35.0%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.2%
Value ($000) $605 Shares 1,322 Est. Cost $175.03 Unrealized +156.2%
WPC WP CAREY INC COM 0.2%
Value ($000) $601 Shares 8,890 Est. Cost $77.02 Unrealized
SEIC SEI INVTS CO COM 0.2%
Value ($000) $594 Shares 7,000 Est. Cost $57.17 Unrealized +54.5%
AMAT APPLIED MATLS INC COM 0.2%
Value ($000) $594 Shares 2,900 Est. Cost $113.17 Unrealized +59.7%
PHO INVESCO WATER RESOURCES ETF 0.2%
Value ($000) $594 Shares 8,231 Est. Cost $60.11 Unrealized
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $593 Shares 6,272 Est. Cost $47.16 Unrealized +97.8%
RPM RPM INTL INC COM 0.2%
Value ($000) $589 Shares 5,000 Est. Cost $89.88 Unrealized +33.5%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $573 Shares 16,619 Est. Cost $35.02 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $573 Shares 8,211 Est. Cost $69.45 Unrealized +6.2%
INSM INSMED INC COM PAR $.01 0.1%
Value ($000) $569 Shares 3,950 Est. Cost $122.51 Unrealized 0.0%
KMX CARMAX INC COM 0.1%
Value ($000) $567 Shares 12,637 Est. Cost $114.40 Unrealized -47.8%
AES AES CORP COM 0.1%
Value ($000) $560 Shares 42,586 Est. Cost $15.28 Unrealized -16.4%
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $559 Shares 1,139 Est. Cost $181.32 Unrealized +150.8%
TEL TE CONNECTIVITY PLC ORD SHS 0.1%
Value ($000) $549 Shares 2,500 Est. Cost $146.90 Unrealized +36.2%
HII HUNTINGTON INGALLS INDS INC COM 0.1%
Value ($000) $547 Shares 1,900 Est. Cost $185.97 Unrealized +42.2%
APP APPLOVIN CORP COM CL A 0.1%
Value ($000) $539 Shares 750 Est. Cost $324.21 Unrealized +42.2%
TRMB TRIMBLE INC COM 0.1%
Value ($000) $531 Shares 6,500 Est. Cost $56.97 Unrealized +43.2%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $519 Shares 1,460 Est. Cost $210.64 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $516 Shares 4,740 Est. Cost $40.00 Unrealized +153.4%
L LOEWS CORP COM 0.1%
Value ($000) $502 Shares 5,001 Est. Cost $58.71 Unrealized +60.8%
EQT EQT CORP COM 0.1%
Value ($000) $501 Shares 9,200 Est. Cost $50.86 Unrealized +3.4%
DTE DTE ENERGY CO COM 0.1%
Value ($000) $495 Shares 3,500 Est. Cost $87.47 Unrealized +54.2%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $495 Shares 511 Est. Cost $717.07 Unrealized
KGS KODIAK GAS SVCS INC COM 0.1%
Value ($000) $481 Shares 13,000 Est. Cost $23.09 Unrealized +46.1%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $480 Shares 1,409 Est. Cost $217.08 Unrealized +44.5%
TSLA TESLA INC COM 0.1%
Value ($000) $472 Shares 1,062 Est. Cost $287.62 Unrealized +20.6%
INTC INTEL CORP COM 0.1%
Value ($000) $451 Shares 13,450 Est. Cost $47.09 Unrealized -48.6%
LOW LOWES COS INC COM 0.1%
Value ($000) $442 Shares 1,759 Est. Cost $204.08 Unrealized +19.7%
SBIL SIMPLIFY GOVERNMENT MONEY MARKET ETF 0.1%
Value ($000) $436 Shares 4,360 Est. Cost $100.08 Unrealized
AEM AGNICO EAGLE MINES LTD COM 0.1%
Value ($000) $434 Shares 2,576 Est. Cost $75.86 Unrealized +80.4%
PPA INVESCO AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $430 Shares 2,763 Est. Cost $143.56 Unrealized
VLO VALERO ENERGY CORP COM 0.1%
Value ($000) $426 Shares 2,500 Est. Cost $76.96 Unrealized +92.1%
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $421 Shares 1,508 Est. Cost $115.62 Unrealized +130.0%
FNF FIDELITY NATIONAL FINANCIAL IN COM SHS 0.1%
Value ($000) $416 Shares 6,870 Est. Cost $35.32 Unrealized +56.0%
WPM WHEATON PRECIOUS METALS CORP COM 0.1%
Value ($000) $403 Shares 3,600 Est. Cost $70.80 Unrealized +38.0%
RGLD ROYAL GOLD INC COM 0.1%
Value ($000) $401 Shares 2,000 Est. Cost $136.84 Unrealized +26.4%
PEJ INVESCO LEISURE AND ENTERTAINMENT ETF 0.1%
Value ($000) $396 Shares 6,534 Est. Cost $57.42 Unrealized
XBI STATE STREET SPDR S&P BIOTECH ETF 0.1%
Value ($000) $391 Shares 3,900 Est. Cost $73.02 Unrealized
KKR KKR & CO INC COM 0.1%
Value ($000) $390 Shares 3,000 Est. Cost $49.17 Unrealized +188.1%
MTB M & T BK CORP COM 0.1%
Value ($000) $389 Shares 1,966 Est. Cost $108.95 Unrealized +77.8%
EG EVEREST GROUP LTD COM 0.1%
Value ($000) $385 Shares 1,100 Est. Cost $216.58 Unrealized +55.9%
ALB ALBEMARLE CORP COM 0.1%
Value ($000) $385 Shares 4,747 Est. Cost $141.88 Unrealized -46.0%
GGME INVESCO NEXT GEN MEDIA AND GAMING ETF 0.1%
Value ($000) $382 Shares 5,933 Est. Cost $61.80 Unrealized
RGTI RIGETTI COMPUTING INC COMMON STOCK 0.1%
Value ($000) $372 Shares 12,500 Est. Cost $10.55 Unrealized +66.2%
CI THE CIGNA GROUP COM 0.1%
Value ($000) $371 Shares 1,286 Est. Cost $167.70 Unrealized +74.8%
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $363 Shares 5,074 Est. Cost $65.74 Unrealized
MET METLIFE INC COM 0.1%
Value ($000) $359 Shares 4,354 Est. Cost $30.46 Unrealized +155.8%
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value ($000) $350 Shares 1,000 Est. Cost $219.91 Unrealized +56.2%
SMCI SUPER MICRO COMPUTER INC COM NEW 0.1%
Value ($000) $348 Shares 7,269 Est. Cost $47.75 Unrealized 0.0%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $346 Shares 4,333 Est. Cost $85.08 Unrealized -0.5%
EOG EOG RES INC COM 0.1%
Value ($000) $346 Shares 3,085 Est. Cost $51.50 Unrealized +129.0%
OXY OCCIDENTAL PETE CORP COM 0.1%
Value ($000) $345 Shares 7,300 Est. Cost $45.66 Unrealized -2.0%
SYY SYSCO CORP COM 0.1%
Value ($000) $341 Shares 4,142 Est. Cost $61.01 Unrealized +29.2%
STE STERIS PLC SHS USD 0.1%
Value ($000) $334 Shares 1,350 Est. Cost $158.45 Unrealized +50.8%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $329 Shares 1,757 Est. Cost $232.73 Unrealized -20.9%
BE BLOOM ENERGY CORP COM CL A 0.1%
Value ($000) $327 Shares 3,868 Est. Cost $46.44 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $323 Shares 936 Est. Cost $362.39 Unrealized -17.5%
PNQI INVESCO NASDAQ INTERNET ETF 0.1%
Value ($000) $319 Shares 5,717 Est. Cost $52.87 Unrealized
SYM SYMBOTIC INC CLASS A COM 0.1%
Value ($000) $310 Shares 5,750 Est. Cost $50.54 Unrealized 0.0%
PRN INVESCO DORSEY WRIGHT INDUSTRIALS MOMENTUM ETF 0.1%
Value ($000) $308 Shares 1,784 Est. Cost $159.96 Unrealized
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.1%
Value ($000) $303 Shares 10,495 Est. Cost $28.88 Unrealized
ONON ON HLDG AG NAMEN AKT A 0.1%
Value ($000) $301 Shares 7,100 Est. Cost $31.65 Unrealized +50.4%
QBTS D-WAVE QUANTUM INC COM 0.1%
Value ($000) $299 Shares 12,100 Est. Cost $18.22 Unrealized 0.0%
MKL MARKEL GROUP INC COM 0.1%
Value ($000) $296 Shares 155 Est. Cost $1576.87 Unrealized +24.3%
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $290 Shares 948 Est. Cost $182.28 Unrealized +48.9%
LNG CHENIERE ENERGY INC COM NEW 0.1%
Value ($000) $289 Shares 1,230 Est. Cost $209.21 Unrealized +12.3%
TPL TEXAS PACIFIC LAND CORPORATION COM 0.1%
Value ($000) $288 Shares 309 Est. Cost $204.79 Unrealized +53.3%
SXT SENSIENT TECHNOLOGIES CORP COM 0.1%
Value ($000) $282 Shares 3,000 Est. Cost $82.91 Unrealized +32.0%
WBD WARNER BROS DISCOVERY INC COM SER A 0.1%
Value ($000) $279 Shares 14,288 Est. Cost $17.16 Unrealized -20.6%
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value ($000) $278 Shares 2,000 Est. Cost $132.75 Unrealized +5.5%
SRE SEMPRA COM 0.1%
Value ($000) $270 Shares 3,000 Est. Cost $65.02 Unrealized +22.8%
SSD SIMPSON MFG INC COM 0.1%
Value ($000) $270 Shares 1,610 Est. Cost $120.65 Unrealized +47.8%
HACK AMPLIFY CYBERSECURITY ETF 0.1%
Value ($000) $269 Shares 3,100 Est. Cost $78.11 Unrealized
PAX PATRIA INVESTMENTS LIMITED COM CL A 0.1%
Value ($000) $269 Shares 18,400 Est. Cost $12.66 Unrealized +7.4%
EMN EASTMAN CHEM CO COM 0.1%
Value ($000) $268 Shares 4,250 Est. Cost $62.26 Unrealized +9.5%
WST WEST PHARMACEUTICAL SVSC INC COM 0.1%
Value ($000) $262 Shares 1,000 Est. Cost $143.32 Unrealized +69.4%
GEF/B GREIF INC CL B 0.1%
Value ($000) $262 Shares 4,256 Est. Cost $62.88 Unrealized +4.6%
DOW DOW INC COM 0.1%
Value ($000) $259 Shares 11,290 Est. Cost $36.34 Unrealized -33.1%
ACA ARCOSA INC COM 0.1%
Value ($000) $259 Shares 2,760 Est. Cost $58.27 Unrealized +59.4%
F FORD MTR CO COM 0.1%
Value ($000) $257 Shares 21,491 Est. Cost $10.99 Unrealized +3.1%
TRN TRINITY INDS INC COM 0.1%
Value ($000) $255 Shares 9,100 Est. Cost $16.71 Unrealized +61.2%
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $255 Shares 2,532 Est. Cost $90.14 Unrealized +10.0%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $252 Shares 3,757 Est. Cost $111.63 Unrealized -37.0%
ADBE ADOBE INC COM 0.1%
Value ($000) $252 Shares 714 Est. Cost $532.71 Unrealized -32.7%
HPQ HP INC COM 0.1%
Value ($000) $251 Shares 9,200 Est. Cost $16.34 Unrealized +60.0%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $250 Shares 4,002 Est. Cost $47.35 Unrealized +33.9%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $249 Shares 1,832 Est. Cost $80.94 Unrealized +56.1%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.1%
Value ($000) $243 Shares 7,675 Est. Cost $31.46 Unrealized
SSSS SURO CAPITAL CORP COM NEW 0.1%
Value ($000) $239 Shares 26,591 Est. Cost $3.94 Unrealized +120.1%
FAST FASTENAL CO COM 0.1%
Value ($000) $235 Shares 4,800 Est. Cost $38.85 Unrealized +20.8%
PSA PUBLIC STORAGE OPER CO COM 0.1%
Value ($000) $231 Shares 800 Est. Cost $287.59 Unrealized -2.1%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.1%
Value ($000) $231 Shares 9,400 Est. Cost $21.88 Unrealized 0.0%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $230 Shares 1,250 Est. Cost $158.72 Unrealized +21.8%
OKLO OKLO INC COM CL A 0.1%
Value ($000) $230 Shares 2,057 Est. Cost $78.30 Unrealized 0.0%
CWT CALIFORNIA WTR SVC GROUP COM 0.1%
Value ($000) $229 Shares 5,000 Est. Cost $45.94 Unrealized -1.5%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $228 Shares 3,502 Est. Cost $62.81 Unrealized
FHN FIRST HORIZON CORPORATION COM 0.1%
Value ($000) $226 Shares 10,000 Est. Cost $11.03 Unrealized +99.1%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $226 Shares 3,812 Est. Cost $48.87 Unrealized
MP MP MATERIALS CORP COM CL A 0.1%
Value ($000) $225 Shares 3,350 Est. Cost $25.52 Unrealized +146.5%
CTVA CORTEVA INC COM 0.1%
Value ($000) $225 Shares 3,320 Est. Cost $50.73 Unrealized +42.3%
PSKY PARAMOUNT SKYDANCE CORP COM CL B 0.1%
Value ($000) $222 Shares 11,727 Est. Cost $14.51 Unrealized 0.0%
GSBD GOLDMAN SACHS BDC INC SHS 0.1%
Value ($000) $220 Shares 21,650 Est. Cost $17.26 Unrealized -34.1%
BMNR BITMINE IMMERSION TECNOLOGIES COM NEW 0.1%
Value ($000) $218 Shares 4,200 Est. Cost $50.65 Unrealized 0.0%
PH PARKER-HANNIFIN CORP COM 0.1%
Value ($000) $218 Shares 287 Est. Cost $628.26 Unrealized +17.0%
SJM SMUCKER J M CO COM NEW 0.1%
Value ($000) $217 Shares 2,001 Est. Cost $107.22 Unrealized -0.2%
SLB SLB LIMITED COM STK 0.1%
Value ($000) $217 Shares 6,300 Est. Cost $36.47 Unrealized -5.9%
CMI CUMMINS INC COM 0.1%
Value ($000) $201 Shares 477 Est. Cost $380.68 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.1%
Value ($000) $201 Shares 850 Est. Cost $169.71 Unrealized 0.0%
NVGS NAVIGATOR HLDGS LTD SHS 0.1%
Value ($000) $199 Shares 12,870 Est. Cost $9.91 Unrealized +60.3%
PL PLANET LABS PBC COM CL A 0.1%
Value ($000) $199 Shares 15,341 Est. Cost $4.54 Unrealized +70.1%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $191 Shares 2,092 Est. Cost $81.07 Unrealized +11.2%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $182 Shares 1,019 Est. Cost $178.73 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $175 Shares 2,329 Est. Cost $72.68 Unrealized +2.6%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $175 Shares 1,405 Est. Cost $129.79 Unrealized -2.3%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $173 Shares 1,400 Est. Cost $122.24 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $172 Shares 900 Est. Cost $176.64 Unrealized 0.0%
PINS PINTEREST INC CL A 0.0%
Value ($000) $168 Shares 5,209 Est. Cost $30.35 Unrealized +19.5%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $166 Shares 673 Est. Cost $334.61 Unrealized -22.1%
INTU INTUIT COM 0.0%
Value ($000) $163 Shares 239 Est. Cost $578.70 Unrealized +24.3%
XME STATE STREET SPDR S&P METALS & MINING ETF 0.0%
Value ($000) $163 Shares 1,750 Est. Cost $93.19 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $163 Shares 630 Est. Cost $229.32 Unrealized +3.2%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $162 Shares 1,650 Est. Cost $67.06 Unrealized +39.4%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $156 Shares 6,000 Est. Cost $25.55 Unrealized +3.6%
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $153 Shares 2,694 Est. Cost $84.00 Unrealized -27.0%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $153 Shares 640 Est. Cost $239.64 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $146 Shares 1,738 Est. Cost $80.47 Unrealized 0.0%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $145 Shares 3,124 Est. Cost $31.89 Unrealized +50.5%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $145 Shares 911 Est. Cost $102.92 Unrealized +42.3%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $144 Shares 12,444 Est. Cost $15.03 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $144 Shares 3,400 Est. Cost $41.67 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $143 Shares 2,500 Est. Cost $56.71 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $141 Shares 600 Est. Cost $214.50 Unrealized +6.4%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $141 Shares 430 Est. Cost $188.68 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $137 Shares 3,000 Est. Cost $29.10 Unrealized +52.4%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $135 Shares 519 Est. Cost $142.04 Unrealized +88.3%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $134 Shares 2,862 Est. Cost $36.22 Unrealized
STXS STEREOTAXIS INC COM NEW 0.0%
Value ($000) $134 Shares 42,993 Est. Cost $2.86 Unrealized -9.5%
CG CARLYLE GROUP INC COM 0.0%
Value ($000) $132 Shares 2,098 Est. Cost $43.73 Unrealized +40.6%
CB CHUBB LIMITED COM 0.0%
Value ($000) $130 Shares 461 Est. Cost $273.66 Unrealized +0.6%
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value ($000) $128 Shares 10,325 Est. Cost $8.98 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $127 Shares 2,235 Est. Cost $32.47 Unrealized +75.0%
AVR ANTERIS TECHNOLOGIES GLOBAL COM 0.0%
Value ($000) $127 Shares 28,166 Est. Cost $6.19 Unrealized -36.6%
MNKD MANNKIND CORP COM NEW 0.0%
Value ($000) $122 Shares 22,660 Est. Cost $2.42 Unrealized +81.0%
TPR TAPESTRY INC COM 0.0%
Value ($000) $119 Shares 1,055 Est. Cost $74.95 Unrealized +38.8%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $119 Shares 2,000 Est. Cost $38.50 Unrealized +75.6%
DE DEERE & CO COM 0.0%
Value ($000) $119 Shares 261 Est. Cost $361.66 Unrealized +35.4%
FLG FLAGSTAR BANK NATIONAL ASSOCIA COM NEW 0.0%
Value ($000) $116 Shares 10,014 Est. Cost $9.60 Unrealized +23.8%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $107 Shares 697 Est. Cost $101.42 Unrealized
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $105 Shares 5,725 Est. Cost $22.88 Unrealized
RIG TRANSOCEAN LTD REGISTERED SHS 0.0%
Value ($000) $104 Shares 33,323 Est. Cost $5.13 Unrealized -41.2%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $100 Shares 125 Est. Cost $571.74 Unrealized +28.5%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $98 Shares 607 Est. Cost $134.31 Unrealized +20.2%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $96 Shares 850 Est. Cost $98.44 Unrealized +9.9%
CW CURTISS WRIGHT CORP COM 0.0%
Value ($000) $92 Shares 169 Est. Cost $394.21 Unrealized +24.9%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $90 Shares 371 Est. Cost $215.79 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $89 Shares 1,150 Est. Cost $91.39 Unrealized -14.5%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $89 Shares 1,727 Est. Cost $32.74 Unrealized +47.7%
FISV FISERV INC COM 0.0%
Value ($000) $88 Shares 682 Est. Cost $156.03 Unrealized -8.2%
CRM SALESFORCE INC COM 0.0%
Value ($000) $86 Shares 361 Est. Cost $275.98 Unrealized -8.9%
NFLX NETFLIX INC COM 0.0%
Value ($000) $84 Shares 70 Est. Cost $67.12 Unrealized +81.8%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $80 Shares 700 Est. Cost $108.29 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $79 Shares 12,897 Est. Cost $10.94 Unrealized -56.1%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $77 Shares 910 Est. Cost $88.56 Unrealized +0.0%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $75 Shares 900 Est. Cost $67.45 Unrealized +22.6%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $75 Shares 650 Est. Cost $136.47 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $74 Shares 1,707 Est. Cost $43.16 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value ($000) $74 Shares 77 Est. Cost $318.25 Unrealized +179.2%
AHRT ARMADA HOFFLER PPTYS INC COM 0.0%
Value ($000) $70 Shares 10,000 Est. Cost $18.30 Unrealized
IDA IDACORP INC COM 0.0%
Value ($000) $66 Shares 500 Est. Cost $108.06 Unrealized +14.6%
BGS B & G FOODS INC NEW COM 0.0%
Value ($000) $65 Shares 14,605 Est. Cost $19.29 Unrealized -79.2%
NRT NORTH EUROPEAN OIL RTY TR SH BEN INT 0.0%
Value ($000) $59 Shares 10,800 Est. Cost $12.31 Unrealized
VST VISTRA CORP COM 0.0%
Value ($000) $59 Shares 300 Est. Cost $147.45 Unrealized +34.1%
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $58 Shares 1,000 Est. Cost $49.93 Unrealized
PGEN PRECIGEN INC COM 0.0%
Value ($000) $56 Shares 17,000 Est. Cost $4.32 Unrealized -34.6%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $54 Shares 1,000 Est. Cost $42.12 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $51 Shares 200 Est. Cost $216.87 Unrealized
CASIF CASI PHARMACEUTICALS INC COM 0.0%
Value ($000) $50 Shares 30,091 Est. Cost $1.93 Unrealized -7.4%
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value ($000) $49 Shares 334 Est. Cost $128.77 Unrealized 0.0%
MAIN MAIN STR CAP CORP COM 0.0%
Value ($000) $46 Shares 725 Est. Cost $59.45 Unrealized +8.7%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $45 Shares 150 Est. Cost $271.51 Unrealized +17.7%
TGT TARGET CORP COM 0.0%
Value ($000) $41 Shares 455 Est. Cost $153.78 Unrealized -37.1%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $41 Shares 150 Est. Cost $271.12 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $40 Shares 208 Est. Cost $157.92 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $39 Shares 193 Est. Cost $164.27 Unrealized +19.9%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $38 Shares 500 Est. Cost $42.75 Unrealized
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $37 Shares 400 Est. Cost $80.44 Unrealized +8.3%
UEIC UNIVERSAL ELECTRS INC COM 0.0%
Value ($000) $34 Shares 7,300 Est. Cost $8.77 Unrealized -37.3%
GABELLI EQUITY TR INC COM 0.0%
Value ($000) $33 Shares 5,428 Est. Cost $5.53 Unrealized
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $28 Shares 200 Est. Cost $78.47 Unrealized +66.2%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $28 Shares 75 Est. Cost $274.65 Unrealized +40.0%
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $26 Shares 376 Est. Cost $37.59 Unrealized +17.6%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $25 Shares 50 Est. Cost $562.13 Unrealized -5.5%
RDDT REDDIT INC CL A 0.0%
Value ($000) $21 Shares 93 Est. Cost $113.37 Unrealized +80.0%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $20 Shares 400 Est. Cost $49.95 Unrealized
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $12 Shares 28 Est. Cost $252.96 Unrealized +53.6%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $11 Shares 39 Est. Cost $202.51 Unrealized +47.1%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $9 Shares 99 Est. Cost $91.82 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $7 Shares 51 Est. Cost $131.36 Unrealized +7.2%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $1 Shares 1 Est. Cost $349.32 Unrealized
NEAR ISHARES SHORT DURATION BOND ACTIVE ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $51.09 Unrealized