Wellington Shields & Co., LLC Diversified Active

Location: New York, NY

CIK: 0001506073 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 9, 2026

Total Value: $405M (100.0% shares, 0.0% debt)

Holdings (321)

MSFT MICROSOFT CORP COM 8.3%
Value $33.85M Shares 69,990 Share Price $483.62 * Est. Cost/Share $158.30 Unrealized @ Report Date +216.2%
AAPL APPLE INC COM 7.4%
Value $29.97M Shares 110,258 Share Price $271.86 Est. Cost/Share $109.82 Unrealized @ Report Date +144.4%
JPM JPMORGAN CHASE & CO COM 3.8%
Value $15.32M Shares 47,531 Share Price $322.22 * Est. Cost/Share $111.74 Unrealized @ Report Date +177.0%
LLY ELI LILLY & CO COM 3.4%
Value $13.95M Shares 12,977 Share Price $1074.66 * Est. Cost/Share $132.16 Unrealized @ Report Date +623.0%
NVDA NVIDIA CORPORATION COM 3.1%
Value $12.71M Shares 68,172 Share Price $186.50 Est. Cost/Share $95.70 Unrealized @ Report Date +94.5%
GOOG ALPHABET INC CAP STK CL C 2.8%
Value $11.15M Shares 35,538 Share Price $313.80 * Est. Cost/Share $117.59 Unrealized @ Report Date +143.5%
XOM EXXON MOBIL CORP COM 2.3%
Value $9.257M Shares 76,928 Share Price $120.34 * Est. Cost/Share $76.61 Unrealized @ Report Date +50.7%
IBM INTERNATIONAL BUSINESS MACHS COM 1.9%
Value $7.851M Shares 26,503 Share Price $296.22 Est. Cost/Share $118.19 Unrealized @ Report Date +152.8%
ABBV ABBVIE INC COM 1.7%
Value $7.041M Shares 30,817 Share Price $228.49 Est. Cost/Share $88.74 Unrealized @ Report Date +156.4%
AMZN AMAZON COM INC COM 1.7%
Value $6.979M Shares 30,236 Share Price $230.82 Est. Cost/Share $136.21 Unrealized @ Report Date +68.0%
CAT CATERPILLAR INC COM 1.3%
Value $5.395M Shares 9,417 Share Price $572.87 * Est. Cost/Share $164.03 Unrealized @ Report Date +238.7%
GOOGL ALPHABET INC CAP STK CL A 1.3%
Value $5.177M Shares 16,540 Share Price $313.00 * Est. Cost/Share $118.40 Unrealized @ Report Date +141.2%
BX BLACKSTONE INC COM 1.3%
Value $5.133M Shares 33,301 Share Price $154.14 Est. Cost/Share $59.01 Unrealized @ Report Date +156.7%
SPY STATE STREET SPDR S&P 500 ETF 1.1%
Value $4.648M Shares 6,816 Share Price $681.92 Est. Cost/Share $577.12 Unrealized @ Report Date —
V VISA INC COM CL A 1.1%
Value $4.538M Shares 12,941 Share Price $350.70 * Est. Cost/Share $206.80 Unrealized @ Report Date +64.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.1%
Value $4.349M Shares 8,652 Share Price $502.65 Est. Cost/Share $296.99 Unrealized @ Report Date +67.5%
AVGO BROADCOM INC COM 1.0%
Value $4.211M Shares 12,167 Share Price $346.10 * Est. Cost/Share $145.39 Unrealized @ Report Date +145.6%
UNP UNION PAC CORP COM 1.0%
Value $4.045M Shares 17,488 Share Price $231.32 Est. Cost/Share $147.52 Unrealized @ Report Date +54.1%
RKLB ROCKET LAB CORP COM 1.0%
Value $4.021M Shares 57,643 Share Price $69.76 * Est. Cost/Share $24.48 Unrealized @ Report Date +134.2%
WMT WALMART INC COM 1.0%
Value $4.011M Shares 36,002 Share Price $111.41 * Est. Cost/Share $56.85 Unrealized @ Report Date +88.6%
HON HONEYWELL INTL INC COM 1.0%
Value $3.91M Shares 20,044 Share Price $195.09 Est. Cost/Share $143.92 Unrealized @ Report Date +35.5%
ILMN ILLUMINA INC COM 0.9%
Value $3.754M Shares 28,618 Share Price $131.16 * Est. Cost/Share $295.06 Unrealized @ Report Date -60.2%
ABT ABBOTT LABS COM 0.9%
Value $3.727M Shares 29,746 Share Price $125.29 Est. Cost/Share $89.84 Unrealized @ Report Date +41.7%
GE GE AEROSPACE COM NEW 0.9%
Value $3.726M Shares 12,097 Share Price $308.03 * Est. Cost/Share $123.21 Unrealized @ Report Date +144.1%
C CITIGROUP INC COM NEW 0.9%
Value $3.639M Shares 31,188 Share Price $116.69 * Est. Cost/Share $52.22 Unrealized @ Report Date +98.5%
NEM NEWMONT CORP COM 0.9%
Value $3.615M Shares 36,200 Share Price $99.85 * Est. Cost/Share $41.35 Unrealized @ Report Date +118.1%
FLO FLOWERS FOODS INC COM 0.9%
Value $3.492M Shares 320,985 Share Price $10.88 * Est. Cost/Share $24.07 Unrealized @ Report Date -52.5%
JNJ JOHNSON & JOHNSON COM 0.9%
Value $3.48M Shares 16,815 Share Price $206.95 * Est. Cost/Share $126.48 Unrealized @ Report Date +55.8%
CEG CONSTELLATION ENERGY CORP COM 0.8%
Value $3.436M Shares 9,728 Share Price $353.25 * Est. Cost/Share $301.04 Unrealized @ Report Date +20.6%
DIS DISNEY WALT CO COM 0.8%
Value $3.214M Shares 28,250 Share Price $113.77 * Est. Cost/Share $103.87 Unrealized @ Report Date +5.5%
SPGI S&P GLOBAL INC COM 0.7%
Value $3.031M Shares 5,800 Share Price $522.59 * Est. Cost/Share $246.86 Unrealized @ Report Date +100.2%
APO APOLLO GLOBAL MGMT INC COM 0.7%
Value $2.993M Shares 20,676 Share Price $144.76 * Est. Cost/Share $95.35 Unrealized @ Report Date +39.0%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.7%
Value $2.797M Shares 15,734 Share Price $177.75 Est. Cost/Share $46.93 Unrealized @ Report Date +285.7%
PANW PALO ALTO NETWORKS INC COM 0.7%
Value $2.756M Shares 14,962 Share Price $184.20 * Est. Cost/Share $162.18 Unrealized @ Report Date +24.4%
QQQ INVESCO QQQ TRUST SERIES I 0.6%
Value $2.59M Shares 4,217 Share Price $614.29 Est. Cost/Share $436.66 Unrealized @ Report Date —
GLW CORNING INC COM 0.6%
Value $2.59M Shares 29,576 Share Price $87.56 Est. Cost/Share $28.86 Unrealized @ Report Date +198.0%
MCK MCKESSON CORP COM 0.6%
Value $2.579M Shares 3,145 Share Price $820.16 Est. Cost/Share $591.92 Unrealized @ Report Date +37.8%
KMI KINDER MORGAN INC DEL COM 0.6%
Value $2.491M Shares 90,624 Share Price $27.49 * Est. Cost/Share $13.45 Unrealized @ Report Date +100.0%
MRK MERCK & CO INC COM 0.6%
Value $2.46M Shares 23,366 Share Price $105.26 * Est. Cost/Share $67.87 Unrealized @ Report Date +37.4%
SHOP SHOPIFY INC CL A SUB VTG SHS 0.6%
Value $2.397M Shares 14,893 Share Price $160.97 Est. Cost/Share $43.47 Unrealized @ Report Date +269.3%
HD HOME DEPOT INC COM 0.6%
Value $2.345M Shares 6,816 Share Price $344.12 * Est. Cost/Share $281.71 Unrealized @ Report Date +29.4%
PSNL PERSONALIS INC COM 0.6%
Value $2.328M Shares 292,489 Share Price $7.96 * Est. Cost/Share $9.24 Unrealized @ Report Date -5.4%
PG PROCTER & GAMBLE CO COM 0.6%
Value $2.283M Shares 15,929 Share Price $143.31 * Est. Cost/Share $132.28 Unrealized @ Report Date +11.3%
BMY BRISTOL-MYERS SQUIBB CO COM 0.5%
Value $2.187M Shares 40,540 Share Price $53.94 * Est. Cost/Share $46.81 Unrealized @ Report Date +1.5%
T AT&T INC COM 0.5%
Value $2.132M Shares 85,844 Share Price $24.84 Est. Cost/Share $16.91 Unrealized @ Report Date +49.5%
WM WASTE MGMT INC DEL COM 0.5%
Value $2.079M Shares 9,464 Share Price $219.71 * Est. Cost/Share $112.11 Unrealized @ Report Date +89.6%
PFE PFIZER INC COM 0.5%
Value $2.016M Shares 80,956 Share Price $24.90 Est. Cost/Share $27.39 Unrealized @ Report Date -8.6%
CFG CITIZENS FINL GROUP INC COM 0.5%
Value $1.986M Shares 34,000 Share Price $58.41 * Est. Cost/Share $28.00 Unrealized @ Report Date +91.3%
CVX CHEVRON CORPORATION COM 0.5%
Value $1.983M Shares 13,013 Share Price $152.41 Est. Cost/Share $105.50 Unrealized @ Report Date +43.5%
CSCO CISCO SYS INC COM 0.5%
Value $1.965M Shares 25,510 Share Price $77.03 * Est. Cost/Share $40.60 Unrealized @ Report Date +81.8%
AXP AMERICAN EXPRESS CO COM 0.5%
Value $1.919M Shares 5,186 Share Price $369.97 * Est. Cost/Share $159.34 Unrealized @ Report Date +124.0%
KO COCA COLA CO COM 0.4%
Value $1.776M Shares 25,400 Share Price $69.91 Est. Cost/Share $55.25 Unrealized @ Report Date +25.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.4%
Value $1.771M Shares 5,829 Share Price $303.89 Est. Cost/Share $224.41 Unrealized @ Report Date —
AMGN AMGEN INC COM 0.4%
Value $1.738M Shares 5,309 Share Price $327.28 * Est. Cost/Share $217.51 Unrealized @ Report Date +45.3%
GEV GE VERNOVA INC COM 0.4%
Value $1.701M Shares 2,602 Share Price $653.59 * Est. Cost/Share $269.50 Unrealized @ Report Date +126.0%
SO SOUTHERN CO COM 0.4%
Value $1.612M Shares 18,484 Share Price $87.20 * Est. Cost/Share $56.43 Unrealized @ Report Date +61.1%
BA BOEING CO COM 0.4%
Value $1.604M Shares 7,389 Share Price $217.12 * Est. Cost/Share $219.53 Unrealized @ Report Date -6.3%
QXO QXO INC COM NEW 0.4%
Value $1.577M Shares 81,770 Share Price $19.29 Est. Cost/Share $27.57 Unrealized @ Report Date -30.5%
AFL AFLAC INC COM 0.4%
Value $1.529M Shares 13,866 Share Price $110.27 Est. Cost/Share $47.75 Unrealized @ Report Date +130.0%
BLK BLACKROCK INC COM 0.4%
Value $1.518M Shares 1,418 Share Price $1070.34 Est. Cost/Share $863.94 Unrealized @ Report Date +26.1%
FSLR FIRST SOLAR INC COM 0.4%
Value $1.496M Shares 5,727 Share Price $261.23 * Est. Cost/Share $116.35 Unrealized @ Report Date +116.8%
RTX RTX CORPORATION COM 0.4%
Value $1.473M Shares 8,033 Share Price $183.40 * Est. Cost/Share $93.78 Unrealized @ Report Date +84.8%
SPG SIMON PPTY GROUP INC NEW COM 0.4%
Value $1.447M Shares 7,819 Share Price $185.11 * Est. Cost/Share $105.51 Unrealized @ Report Date +70.6%
VZ VERIZON COMMUNICATIONS INC COM 0.4%
Value $1.446M Shares 35,498 Share Price $40.73 Est. Cost/Share $36.68 Unrealized @ Report Date +10.4%
META META PLATFORMS INC CL A 0.4%
Value $1.438M Shares 2,178 Share Price $660.09 Est. Cost/Share $217.67 Unrealized @ Report Date +206.6%
CVS CVS HEALTH CORP COM 0.3%
Value $1.416M Shares 17,844 Share Price $79.36 Est. Cost/Share $57.21 Unrealized @ Report Date +37.5%
OKE ONEOK INC NEW COM 0.3%
Value $1.388M Shares 18,886 Share Price $73.50 * Est. Cost/Share $50.89 Unrealized @ Report Date +38.5%
ETN EATON CORP PLC SHS 0.3%
Value $1.356M Shares 4,257 Share Price $318.53 * Est. Cost/Share $275.18 Unrealized @ Report Date +28.8%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.3%
Value $1.329M Shares 41,448 Share Price $32.06 Est. Cost/Share $24.36 Unrealized @ Report Date —
EHC ENCOMPASS HEALTH CORP COM 0.3%
Value $1.309M Shares 12,330 Share Price $106.14 * Est. Cost/Share $61.82 Unrealized @ Report Date +87.2%
JXN JACKSON FINANCIAL INC COM CL A 0.3%
Value $1.297M Shares 12,163 Share Price $106.65 * Est. Cost/Share $32.74 Unrealized @ Report Date +202.1%
LIN LINDE PLC SHS 0.3%
Value $1.288M Shares 3,020 Share Price $426.45 Est. Cost/Share $388.59 Unrealized @ Report Date +10.0%
LMT LOCKHEED MARTIN CORP COM 0.3%
Value $1.287M Shares 2,660 Share Price $483.67 Est. Cost/Share $354.37 Unrealized @ Report Date +34.4%
MMM 3M CO COM 0.3%
Value $1.277M Shares 7,974 Share Price $160.11 Est. Cost/Share $99.13 Unrealized @ Report Date +64.6%
KEY KEYCORP COM 0.3%
Value $1.263M Shares 61,200 Share Price $20.64 * Est. Cost/Share $15.23 Unrealized @ Report Date +21.4%
CSX CSX CORP COM 0.3%
Value $1.227M Shares 33,847 Share Price $36.25 Est. Cost/Share $28.63 Unrealized @ Report Date +24.7%
AMAT APPLIED MATLS INC COM 0.3%
Value $1.195M Shares 4,650 Share Price $256.99 * Est. Cost/Share $160.71 Unrealized @ Report Date +49.0%
PM PHILIP MORRIS INTL INC COM 0.3%
Value $1.144M Shares 7,132 Share Price $160.39 * Est. Cost/Share $62.09 Unrealized @ Report Date +147.3%
DVN DEVON ENERGY CORP NEW COM 0.3%
Value $1.125M Shares 30,726 Share Price $36.63 * Est. Cost/Share $40.16 Unrealized @ Report Date -13.5%
QCOM QUALCOMM INC COM 0.3%
Value $1.112M Shares 6,500 Share Price $171.05 Est. Cost/Share $105.81 Unrealized @ Report Date +61.4%
ENB ENBRIDGE INC COM 0.3%
Value $1.096M Shares 22,889 Share Price $47.89 Est. Cost/Share $26.33 Unrealized @ Report Date +78.9%
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.3%
Value $1.071M Shares 34,300 Share Price $31.21 Est. Cost/Share $15.37 Unrealized @ Report Date —
PEP PEPSICO INC COM 0.3%
Value $1.054M Shares 7,345 Share Price $143.52 Est. Cost/Share $124.71 Unrealized @ Report Date +17.0%
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.3%
Value $1.044M Shares 39,634 Share Price $26.33 Est. Cost/Share $22.44 Unrealized @ Report Date +16.3%
EFX EQUIFAX INC COM 0.3%
Value $1.042M Shares 4,800 Share Price $216.98 Est. Cost/Share $132.13 Unrealized @ Report Date +65.5%
PRU PRUDENTIAL FINL INC COM 0.3%
Value $1.031M Shares 9,137 Share Price $112.88 * Est. Cost/Share $89.86 Unrealized @ Report Date +18.5%
FCX FREEPORT-MCMORAN INC CL B 0.3%
Value $1.017M Shares 20,019 Share Price $50.79 * Est. Cost/Share $15.36 Unrealized @ Report Date +182.0%
GNRC GENERAC HLDGS INC COM 0.2%
Value $1.004M Shares 7,359 Share Price $136.37 * Est. Cost/Share $128.13 Unrealized @ Report Date +25.9%
NEE NEXTERA ENERGY INC COM 0.2%
Value $1.001M Shares 12,464 Share Price $80.28 * Est. Cost/Share $64.34 Unrealized @ Report Date +28.2%
PNC PNC FINL SVCS GROUP INC COM 0.2%
Value $969K Shares 4,643 Share Price $208.75 * Est. Cost/Share $117.33 Unrealized @ Report Date +64.3%
EIX EDISON INTL COM 0.2%
Value $924K Shares 15,400 Share Price $60.02 * Est. Cost/Share $53.84 Unrealized @ Report Date +6.5%
EMR EMERSON ELEC CO COM 0.2%
Value $924K Shares 6,959 Share Price $132.71 Est. Cost/Share $92.87 Unrealized @ Report Date +42.5%
GRAL GRAIL INC COM 0.2%
Value $919K Shares 10,739 Share Price $85.59 Est. Cost/Share $16.27 Unrealized @ Report Date +430.9%
WY WEYERHAEUSER CO COM NEW 0.2%
Value $919K Shares 38,772 Share Price $23.69 * Est. Cost/Share $25.16 Unrealized @ Report Date -8.6%
COST COSTCO WHOLESALE CORPORATION COM 0.2%
Value $905K Shares 1,050 Share Price $862.34 * Est. Cost/Share $478.04 Unrealized @ Report Date +89.5%
RKT ROCKET COS INC COM CL A 0.2%
Value $902K Shares 46,600 Share Price $19.36 * Est. Cost/Share $12.97 Unrealized @ Report Date +37.8%
XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 0.2%
Value $891K Shares 6,192 Share Price $143.97 Est. Cost/Share $164.19 Unrealized @ Report Date —
IRM IRON MTN INC DEL COM 0.2%
Value $883K Shares 10,643 Share Price $82.95 * Est. Cost/Share $34.74 Unrealized @ Report Date +167.1%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value $875K Shares 1,510 Share Price $579.45 * Est. Cost/Share $542.92 Unrealized @ Report Date +4.1%
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value $870K Shares 1,525 Share Price $570.21 Est. Cost/Share $393.57 Unrealized @ Report Date +47.1%
FIX COMFORT SYS USA INC COM 0.2%
Value $826K Shares 885 Share Price $933.29 Est. Cost/Share $397.60 Unrealized @ Report Date +132.1%
MA MASTERCARD INCORPORATED CL A 0.2%
Value $787K Shares 1,379 Share Price $570.88 * Est. Cost/Share $454.34 Unrealized @ Report Date +23.0%
TIP ISHARES TIPS BOND ETF 0.2%
Value $777K Shares 7,067 Share Price $109.91 Est. Cost/Share $111.07 Unrealized @ Report Date —
MDT MEDTRONIC PLC SHS 0.2%
Value $776K Shares 8,075 Share Price $96.06 Est. Cost/Share $75.02 Unrealized @ Report Date +29.5%
GIS GENERAL MILLS INC COM 0.2%
Value $747K Shares 16,070 Share Price $46.50 * Est. Cost/Share $55.02 Unrealized @ Report Date -13.8%
ORCL ORACLE CORP COM 0.2%
Value $747K Shares 3,830 Share Price $194.91 * Est. Cost/Share $94.94 Unrealized @ Report Date +150.7%
SNOW SNOWFLAKE INC COM SHS 0.2%
Value $746K Shares 3,400 Share Price $219.36 * Est. Cost/Share $135.05 Unrealized @ Report Date +80.7%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.2%
Value $722K Shares 43,803 Share Price $16.49 Est. Cost/Share $10.50 Unrealized @ Report Date —
GILD GILEAD SCIENCES INC COM 0.2%
Value $708K Shares 5,770 Share Price $122.74 Est. Cost/Share $53.64 Unrealized @ Report Date +125.4%
TOST TOAST INC CL A 0.2%
Value $700K Shares 19,700 Share Price $35.51 Est. Cost/Share $36.05 Unrealized @ Report Date 0.0%
BLDR BUILDERS FIRSTSOURCE INC COM 0.2%
Value $699K Shares 6,790 Share Price $102.89 * Est. Cost/Share $54.54 Unrealized @ Report Date +106.0%
MCD MCDONALDS CORP COM 0.2%
Value $693K Shares 2,266 Share Price $305.69 Est. Cost/Share $231.05 Unrealized @ Report Date +32.0%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.2%
Value $692K Shares 14,000 Share Price $49.46 Est. Cost/Share $47.98 Unrealized @ Report Date —
COIN COINBASE GLOBAL INC COM CL A 0.2%
Value $689K Shares 3,045 Share Price $226.14 * Est. Cost/Share $274.54 Unrealized @ Report Date +8.5%
APP APPLOVIN CORP COM CL A 0.2%
Value $674K Shares 1,000 Share Price $673.82 * Est. Cost/Share $400.68 Unrealized @ Report Date +57.3%
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value $674K Shares 5,749 Share Price $117.20 * Est. Cost/Share $74.02 Unrealized @ Report Date +64.2%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value $654K Shares 1,980 Share Price $330.05 * Est. Cost/Share $349.11 Unrealized @ Report Date -3.4%
UPS UNITED PARCEL SVCS INC CL B 0.2%
Value $646K Shares 6,513 Share Price $99.19 * Est. Cost/Share $112.25 Unrealized @ Report Date -17.4%
ASML ASML HLDG NV N Y REGISTRY SHS 0.2%
Value $642K Shares 600 Share Price $1069.86 Est. Cost/Share $769.40 Unrealized @ Report Date —
WMB WILLIAMS COS INC COM 0.2%
Value $618K Shares 10,274 Share Price $60.11 Est. Cost/Share $25.76 Unrealized @ Report Date +133.2%
TEM TEMPUS AI INC CL A 0.2%
Value $614K Shares 10,400 Share Price $59.05 * Est. Cost/Share $78.23 Unrealized @ Report Date 0.0%
FLUT FLUTTER ENTMT PLC SHS 0.2%
Value $608K Shares 2,829 Share Price $215.04 * Est. Cost/Share $224.66 Unrealized @ Report Date +0.1%
CRBG COREBRIDGE FINL INC COM 0.1%
Value $603K Shares 20,000 Share Price $30.17 Est. Cost/Share $28.40 Unrealized @ Report Date +7.6%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value $591K Shares 2,400 Share Price $246.30 Est. Cost/Share $97.49 Unrealized @ Report Date +153.9%
COP CONOCOPHILLIPS COM 0.1%
Value $589K Shares 6,293 Share Price $93.61 * Est. Cost/Share $47.16 Unrealized @ Report Date +90.9%
HII HUNTINGTON INGALLS INDS INC COM 0.1%
Value $578K Shares 1,700 Share Price $340.07 * Est. Cost/Share $185.97 Unrealized @ Report Date +66.4%
BP BP PLC SPONSORED ADR 0.1%
Value $577K Shares 16,619 Share Price $34.73 Est. Cost/Share $35.02 Unrealized @ Report Date —
TEL TE CONNECTIVITY PLC ORD SHS 0.1%
Value $569K Shares 2,500 Share Price $227.51 Est. Cost/Share $146.90 Unrealized @ Report Date +57.4%
WPC WP CAREY INC COM 0.1%
Value $557K Shares 8,660 Share Price $64.36 Est. Cost/Share $77.02 Unrealized @ Report Date —
MO ALTRIA GROUP INC COM 0.1%
Value $554K Shares 9,607 Share Price $57.66 * Est. Cost/Share $31.16 Unrealized @ Report Date +90.5%
BK BANK NEW YORK MELLON CORP COM 0.1%
Value $550K Shares 4,740 Share Price $116.09 * Est. Cost/Share $40.00 Unrealized @ Report Date +176.3%
CMCSA COMCAST CORP NEW CL A 0.1%
Value $546K Shares 18,269 Share Price $29.89 * Est. Cost/Share $31.90 Unrealized @ Report Date -10.6%
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value $534K Shares 1,139 Share Price $468.76 * Est. Cost/Share $181.32 Unrealized @ Report Date +180.8%
SEIC SEI INVTS CO COM 0.1%
Value $533K Shares 6,500 Share Price $82.02 Est. Cost/Share $57.17 Unrealized @ Report Date +42.9%
L LOEWS CORP COM 0.1%
Value $527K Shares 5,001 Share Price $105.30 Est. Cost/Share $58.71 Unrealized @ Report Date +75.8%
RPM RPM INTL INC COM 0.1%
Value $520K Shares 5,000 Share Price $104.00 * Est. Cost/Share $89.88 Unrealized @ Report Date +20.4%
GLD SPDR GOLD SHARES 0.1%
Value $512K Shares 1,291 Share Price $396.31 Est. Cost/Share $210.64 Unrealized @ Report Date —
GD GENERAL DYNAMICS CORP COM 0.1%
Value $506K Shares 1,502 Share Price $336.66 Est. Cost/Share $224.75 Unrealized @ Report Date +51.7%
SBIL SIMPLIFY GOVERNMENT MONEY MARKET ETF 0.1%
Value $504K Shares 5,037 Share Price $100.09 Est. Cost/Share $100.08 Unrealized @ Report Date —
MSI MOTOROLA SOLUTIONS INC COM NEW 0.1%
Value $502K Shares 1,310 Share Price $383.32 * Est. Cost/Share $175.03 Unrealized @ Report Date +129.0%
KMX CARMAX INC COM 0.1%
Value $494K Shares 12,788 Share Price $38.64 * Est. Cost/Share $113.52 Unrealized @ Report Date -64.8%
PPA INVESCO AEROSPACE & DEFENSE ETF 0.1%
Value $494K Shares 3,154 Share Price $156.64 Est. Cost/Share $145.18 Unrealized @ Report Date —
WRBY WARBY PARKER INC CL A COM 0.1%
Value $493K Shares 22,625 Share Price $21.79 Est. Cost/Share $21.76 Unrealized @ Report Date 0.0%
KGS KODIAK GAS SVCS INC COM 0.1%
Value $486K Shares 13,000 Share Price $37.40 * Est. Cost/Share $23.09 Unrealized @ Report Date +53.1%
EQT EQT CORP COM 0.1%
Value $482K Shares 9,000 Share Price $53.60 * Est. Cost/Share $50.86 Unrealized @ Report Date +10.4%
XBI STATE STREET SPDR S&P BIOTECH ETF 0.1%
Value $476K Shares 3,900 Share Price $121.93 Est. Cost/Share $73.02 Unrealized @ Report Date —
CMI CUMMINS INC COM 0.1%
Value $470K Shares 921 Share Price $510.45 * Est. Cost/Share $421.97 Unrealized @ Report Date +10.5%
INTC INTEL CORP COM 0.1%
Value $468K Shares 12,693 Share Price $36.90 * Est. Cost/Share $47.09 Unrealized @ Report Date -19.8%
VLO VALERO ENERGY CORP COM 0.1%
Value $462K Shares 2,840 Share Price $162.79 * Est. Cost/Share $87.96 Unrealized @ Report Date +91.9%
DTE DTE ENERGY CO COM 0.1%
Value $451K Shares 3,500 Share Price $128.98 * Est. Cost/Share $87.47 Unrealized @ Report Date +54.1%
RGLD ROYAL GOLD INC COM 0.1%
Value $451K Shares 2,028 Share Price $222.29 * Est. Cost/Share $137.69 Unrealized @ Report Date +44.1%
LOW LOWES COS INC COM 0.1%
Value $443K Shares 1,836 Share Price $241.16 Est. Cost/Share $205.58 Unrealized @ Report Date +16.7%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value $429K Shares 11,600 Share Price $37.00 * Est. Cost/Share $55.97 Unrealized @ Report Date -35.4%
TSLA TESLA INC COM 0.1%
Value $428K Shares 952 Share Price $449.72 Est. Cost/Share $287.62 Unrealized @ Report Date +54.1%
AES AES CORP COM 0.1%
Value $424K Shares 29,586 Share Price $14.34 * Est. Cost/Share $15.28 Unrealized @ Report Date -8.1%
WPM WHEATON PRECIOUS METALS CORP COM 0.1%
Value $423K Shares 3,600 Share Price $117.52 * Est. Cost/Share $70.80 Unrealized @ Report Date +51.2%
SHEL SHELL PLC SPON ADS 0.1%
Value $417K Shares 5,674 Share Price $73.48 Est. Cost/Share $66.56 Unrealized @ Report Date —
FNF FIDELITY NATIONAL FINANCIAL IN COM SHS 0.1%
Value $415K Shares 7,605 Share Price $54.59 Est. Cost/Share $37.20 Unrealized @ Report Date +47.2%
PBD INVESCO GLOBAL CLEAN ENERGY ETF 0.1%
Value $415K Shares 25,807 Share Price $16.08 Est. Cost/Share $16.08 Unrealized @ Report Date —
WBD WARNER BROS DISCOVERY INC COM SER A 0.1%
Value $409K Shares 14,192 Share Price $28.82 * Est. Cost/Share $17.16 Unrealized @ Report Date +36.2%
TRV TRAVELERS COMPANIES INC COM 0.1%
Value $408K Shares 1,408 Share Price $290.06 * Est. Cost/Share $115.62 Unrealized @ Report Date +142.7%
PSI INVESCO SEMICONDUCTORS ETF 0.1%
Value $406K Shares 5,142 Share Price $78.86 Est. Cost/Share $78.86 Unrealized @ Report Date —
GGME INVESCO NEXT GEN MEDIA AND GAMING ETF 0.1%
Value $398K Shares 6,687 Share Price $59.57 Est. Cost/Share $61.55 Unrealized @ Report Date —
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.1%
Value $398K Shares 13,019 Share Price $30.54 Est. Cost/Share $29.20 Unrealized @ Report Date —
MTB M & T BK CORP COM 0.1%
Value $396K Shares 1,966 Share Price $201.48 * Est. Cost/Share $108.95 Unrealized @ Report Date +74.5%
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value $389K Shares 1,000 Share Price $389.07 * Est. Cost/Share $219.91 Unrealized @ Report Date +70.6%
KKR KKR & CO INC COM 0.1%
Value $382K Shares 3,000 Share Price $127.48 * Est. Cost/Share $49.17 Unrealized @ Report Date +152.8%
SYY SYSCO CORP COM 0.1%
Value $379K Shares 5,142 Share Price $73.69 * Est. Cost/Share $63.83 Unrealized @ Report Date +18.3%
EG EVEREST GROUP LTD COM 0.1%
Value $373K Shares 1,100 Share Price $339.35 * Est. Cost/Share $216.58 Unrealized @ Report Date +52.5%
AEM AGNICO EAGLE MINES LTD COM 0.1%
Value $369K Shares 2,176 Share Price $169.55 Est. Cost/Share $75.86 Unrealized @ Report Date +121.3%
NKE NIKE INC CL B 0.1%
Value $364K Shares 5,711 Share Price $63.71 Est. Cost/Share $69.45 Unrealized @ Report Date -6.5%
KNCT INVESCO NEXT GEN CONNECTIVITY ETF 0.1%
Value $361K Shares 2,693 Share Price $133.98 Est. Cost/Share $133.98 Unrealized @ Report Date —
MP MP MATERIALS CORP COM CL A 0.1%
Value $359K Shares 7,100 Share Price $50.52 * Est. Cost/Share $45.53 Unrealized @ Report Date +39.3%
PNQI INVESCO NASDAQ INTERNET ETF 0.1%
Value $357K Shares 6,610 Share Price $53.95 Est. Cost/Share $53.01 Unrealized @ Report Date —
CI THE CIGNA GROUP COM 0.1%
Value $354K Shares 1,286 Share Price $275.23 Est. Cost/Share $167.70 Unrealized @ Report Date +66.5%
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 0.1%
Value $349K Shares 14,420 Share Price $24.23 Est. Cost/Share $24.23 Unrealized @ Report Date —
FIS FIDELITY NATL INFORMATION SVCS COM 0.1%
Value $349K Shares 5,250 Share Price $66.46 Est. Cost/Share $94.37 Unrealized @ Report Date -30.4%
MKL MARKEL GROUP INC COM 0.1%
Value $344K Shares 160 Share Price $2149.65 * Est. Cost/Share $1590.91 Unrealized @ Report Date +27.3%
CL COLGATE PALMOLIVE CO COM 0.1%
Value $342K Shares 4,333 Share Price $79.02 Est. Cost/Share $85.08 Unrealized @ Report Date -8.0%
STE STERIS PLC SHS USD 0.1%
Value $342K Shares 1,350 Share Price $253.52 Est. Cost/Share $158.45 Unrealized @ Report Date +58.5%
BDX BECTON DICKINSON & CO COM 0.1%
Value $341K Shares 1,757 Share Price $194.06 * Est. Cost/Share $232.73 Unrealized @ Report Date -18.6%
HNDL STRATEGY SHARES NASDAQ 7HANDL INDEX ETF 0.1%
Value $337K Shares 15,290 Share Price $22.02 Est. Cost/Share $22.02 Unrealized @ Report Date —
CB CHUBB LIMITED COM 0.1%
Value $331K Shares 1,061 Share Price $312.12 * Est. Cost/Share $284.26 Unrealized @ Report Date +2.9%
Q QNITY ELECTRONICS INC COMMON STOCK 0.1%
Value $330K Shares 4,037 Share Price $81.65 * Est. Cost/Share $84.91 Unrealized @ Report Date 0.0%
HACK AMPLIFY CYBERSECURITY ETF 0.1%
Value $330K Shares 4,100 Share Price $80.37 Est. Cost/Share $78.66 Unrealized @ Report Date —
MET METLIFE INC COM 0.1%
Value $328K Shares 4,154 Share Price $78.94 Est. Cost/Share $30.46 Unrealized @ Report Date +159.1%
EOG EOG RES INC COM 0.1%
Value $324K Shares 3,085 Share Price $105.01 * Est. Cost/Share $51.50 Unrealized @ Report Date +108.2%
GEF/B GREIF INC CL B 0.1%
Value $314K Shares 4,201 Share Price $74.69 * Est. Cost/Share $62.88 Unrealized @ Report Date +4.6%
OXY OCCIDENTAL PETE CORP COM 0.1%
Value $313K Shares 7,600 Share Price $41.12 Est. Cost/Share $45.49 Unrealized @ Report Date -8.7%
PL PLANET LABS PBC COM CL A 0.1%
Value $311K Shares 15,776 Share Price $19.72 * Est. Cost/Share $4.81 Unrealized @ Report Date +198.3%
QBTS D-WAVE QUANTUM INC COM 0.1%
Value $303K Shares 11,600 Share Price $26.15 * Est. Cost/Share $18.22 Unrealized @ Report Date +59.9%
BE BLOOM ENERGY CORP COM CL A 0.1%
Value $303K Shares 3,485 Share Price $86.89 * Est. Cost/Share $46.44 Unrealized @ Report Date +126.3%
DD DUPONT DE NEMOURS INC COM 0.1%
Value $298K Shares 7,405 Share Price $40.20 * Est. Cost/Share $24.68 Unrealized @ Report Date +51.5%
LNG CHENIERE ENERGY INC COM NEW 0.1%
Value $296K Shares 1,525 Share Price $194.39 * Est. Cost/Share $209.36 Unrealized @ Report Date +0.3%
F FORD MTR CO COM 0.1%
Value $295K Shares 22,491 Share Price $13.12 * Est. Cost/Share $11.07 Unrealized @ Report Date +15.9%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.1%
Value $295K Shares 9,525 Share Price $30.96 Est. Cost/Share $31.37 Unrealized @ Report Date —
PAX PATRIA INVESTMENTS LIMITED COM CL A 0.1%
Value $292K Shares 18,400 Share Price $15.89 * Est. Cost/Share $12.66 Unrealized @ Report Date +16.4%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value $291K Shares 2,915 Share Price $99.88 Est. Cost/Share $99.88 Unrealized @ Report Date —
PHO INVESCO WATER RESOURCES ETF 0.1%
Value $287K Shares 4,071 Share Price $70.40 Est. Cost/Share $60.11 Unrealized @ Report Date —
ACA ARCOSA INC COM 0.1%
Value $286K Shares 2,694 Share Price $106.32 * Est. Cost/Share $58.27 Unrealized @ Report Date +73.1%
LAMR LAMAR ADVERTISING CO CL A 0.1%
Value $285K Shares 2,250 Share Price $126.58 Est. Cost/Share $126.58 Unrealized @ Report Date —
MDLZ MONDELEZ INTL INC CL A 0.1%
Value $283K Shares 5,252 Share Price $53.83 * Est. Cost/Share $49.66 Unrealized @ Report Date +14.9%
SXT SENSIENT TECHNOLOGIES CORP COM 0.1%
Value $282K Shares 3,000 Share Price $93.95 Est. Cost/Share $82.91 Unrealized @ Report Date +13.8%
SLB SLB LIMITED COM STK 0.1%
Value $280K Shares 7,300 Share Price $38.38 * Est. Cost/Share $36.42 Unrealized @ Report Date -1.0%
FAST FASTENAL CO COM 0.1%
Value $279K Shares 6,960 Share Price $40.13 * Est. Cost/Share $39.84 Unrealized @ Report Date +5.5%
WST WEST PHARMACEUTICAL SVSC INC COM 0.1%
Value $275K Shares 1,000 Share Price $275.14 Est. Cost/Share $143.32 Unrealized @ Report Date +90.8%
EMN EASTMAN CHEM CO COM 0.1%
Value $271K Shares 4,250 Share Price $63.83 * Est. Cost/Share $62.26 Unrealized @ Report Date -2.0%
TPL TEXAS PACIFIC LAND CORPORATION COM 0.1%
Value $266K Shares 927 Share Price $287.22 * Est. Cost/Share $271.61 Unrealized @ Report Date +12.3%
RGTI RIGETTI COMPUTING INC COMMON STOCK 0.1%
Value $266K Shares 12,000 Share Price $22.15 * Est. Cost/Share $10.55 Unrealized @ Report Date +209.1%
SRE SEMPRA COM 0.1%
Value $265K Shares 3,000 Share Price $88.29 * Est. Cost/Share $65.02 Unrealized @ Report Date +39.3%
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value $261K Shares 2,000 Share Price $130.50 * Est. Cost/Share $132.75 Unrealized @ Report Date +0.3%
RY ROYAL BK CDA COM 0.1%
Value $260K Shares 1,526 Share Price $170.49 * Est. Cost/Share $153.57 Unrealized @ Report Date 0.0%
TTRX TURN THERAPEUTICS INC COM 0.1%
Value $259K Shares 65,732 Share Price $3.94 * Est. Cost/Share $4.17 Unrealized @ Report Date 0.0%
SSD SIMPSON MFG INC COM 0.1%
Value $256K Shares 1,585 Share Price $161.47 * Est. Cost/Share $120.65 Unrealized @ Report Date +39.9%
BMNR BITMINE IMMERSION TECNOLOGIES COM NEW 0.1%
Value $255K Shares 9,400 Share Price $27.15 * Est. Cost/Share $45.05 Unrealized @ Report Date -10.0%
PH PARKER-HANNIFIN CORP COM 0.1%
Value $252K Shares 287 Share Price $879.29 * Est. Cost/Share $628.26 Unrealized @ Report Date +30.2%
ED CONSOLIDATED EDISON INC COM 0.1%
Value $252K Shares 2,532 Share Price $99.33 Est. Cost/Share $90.14 Unrealized @ Report Date +9.6%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.1%
Value $251K Shares 3,060 Share Price $82.01 * Est. Cost/Share $73.93 Unrealized @ Report Date +5.4%
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value $246K Shares 838 Share Price $293.57 Est. Cost/Share $182.28 Unrealized @ Report Date +58.2%
SSSS SURO CAPITAL CORP COM NEW 0.1%
Value $246K Shares 26,023 Share Price $9.44 Est. Cost/Share $3.94 Unrealized @ Report Date +139.0%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.1%
Value $245K Shares 956 Share Price $256.03 * Est. Cost/Share $236.14 Unrealized @ Report Date +5.6%
SOLS SOLSTICE ADVANCED MATLS INC COM SHS 0.1%
Value $243K Shares 5,009 Share Price $48.58 * Est. Cost/Share $47.08 Unrealized @ Report Date 0.0%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value $240K Shares 499 Share Price $480.25 Est. Cost/Share $480.25 Unrealized @ Report Date —
FHN FIRST HORIZON CORPORATION COM 0.1%
Value $239K Shares 10,000 Share Price $23.90 * Est. Cost/Share $11.03 Unrealized @ Report Date +101.1%
PSX PHILLIPS 66 COM 0.1%
Value $236K Shares 1,832 Share Price $129.04 * Est. Cost/Share $80.94 Unrealized @ Report Date +65.6%
TRN TRINITY INDS INC COM 0.1%
Value $235K Shares 8,900 Share Price $26.44 Est. Cost/Share $16.71 Unrealized @ Report Date +60.6%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.1%
Value $234K Shares 850 Share Price $275.39 * Est. Cost/Share $169.71 Unrealized @ Report Date +52.6%
ALB ALBEMARLE CORP COM 0.1%
Value $230K Shares 1,629 Share Price $141.44 * Est. Cost/Share $141.88 Unrealized @ Report Date -20.2%
DE DEERE & CO COM 0.1%
Value $227K Shares 487 Share Price $465.57 Est. Cost/Share $410.87 Unrealized @ Report Date +13.8%
UL UNILEVER PLC SPON ADR NEW 0.1%
Value $224K Shares 3,418 Share Price $65.40 Est. Cost/Share $65.40 Unrealized @ Report Date —
NVGS NAVIGATOR HLDGS LTD SHS 0.1%
Value $223K Shares 12,870 Share Price $17.32 * Est. Cost/Share $9.91 Unrealized @ Report Date +68.2%
CTVA CORTEVA INC COM 0.1%
Value $223K Shares 3,320 Share Price $67.03 * Est. Cost/Share $50.73 Unrealized @ Report Date +27.2%
MDIV MULTI-ASSET DIVERSIFIED INCOME INDEX FUND 0.1%
Value $220K Shares 14,025 Share Price $15.72 Est. Cost/Share $15.72 Unrealized @ Report Date —
SLV ISHARES SILVER TRUST 0.1%
Value $219K Shares 3,400 Share Price $64.42 Est. Cost/Share $41.67 Unrealized @ Report Date —
CWT CALIFORNIA WTR SVC GROUP COM 0.1%
Value $217K Shares 5,000 Share Price $43.33 * Est. Cost/Share $45.94 Unrealized @ Report Date -1.8%
ADBE ADOBE INC COM 0.1%
Value $212K Shares 606 Share Price $349.99 * Est. Cost/Share $532.71 Unrealized @ Report Date -36.2%
DTM DT MIDSTREAM INC COMMON STOCK 0.1%
Value $209K Shares 1,750 Share Price $119.68 * Est. Cost/Share $114.29 Unrealized @ Report Date 0.0%
PSA PUBLIC STORAGE OPER CO COM 0.1%
Value $208K Shares 800 Share Price $259.50 * Est. Cost/Share $287.59 Unrealized @ Report Date -3.6%
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value $205K Shares 2,346 Share Price $87.35 * Est. Cost/Share $81.96 Unrealized @ Report Date +8.9%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.1%
Value $204K Shares 8,485 Share Price $24.02 * Est. Cost/Share $21.88 Unrealized @ Report Date +7.1%
GSBD GOLDMAN SACHS BDC INC SHS 0.0%
Value $201K Shares 21,650 Share Price $9.28 * Est. Cost/Share $17.26 Unrealized @ Report Date -43.2%
WFC WELLS FARGO & CO COM 0.0%
Value $199K Shares 2,138 Share Price $93.20 * Est. Cost/Share $81.62 Unrealized @ Report Date +6.1%
AMLP ALERIAN MLP ETF 0.0%
Value $184K Shares 3,912 Share Price $47.02 Est. Cost/Share $39.12 Unrealized @ Report Date —
TXN TEXAS INSTRS INC COM 0.0%
Value $182K Shares 1,050 Share Price $173.49 Est. Cost/Share $158.72 Unrealized @ Report Date +7.6%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value $172K Shares 3,010 Share Price $57.24 Est. Cost/Share $56.80 Unrealized @ Report Date —
DOW DOW HLDGS INC COM 0.0%
Value $167K Shares 7,124 Share Price $23.38 * Est. Cost/Share $36.34 Unrealized @ Report Date -37.3%
GTLS CHART INDUSTRIES 0.0%
Value $166K Shares 804 Share Price $206.23 Est. Cost/Share $154.20 Unrealized @ Report Date +31.4%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value $164K Shares 613 Share Price $268.30 * Est. Cost/Share $334.61 Unrealized @ Report Date -24.1%
MS MORGAN STANLEY COM NEW 0.0%
Value $162K Shares 911 Share Price $177.53 * Est. Cost/Share $102.92 Unrealized @ Report Date +61.7%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value $159K Shares 2,000 Share Price $79.73 Est. Cost/Share $79.73 Unrealized @ Report Date —
INTU INTUIT COM 0.0%
Value $158K Shares 239 Share Price $662.42 Est. Cost/Share $578.70 Unrealized @ Report Date +14.2%
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value $158K Shares 8,275 Share Price $19.13 Est. Cost/Share $21.73 Unrealized @ Report Date —
PSKY PARAMOUNT SKYDANCE CORP COM CL B 0.0%
Value $156K Shares 11,627 Share Price $13.40 * Est. Cost/Share $14.51 Unrealized @ Report Date +7.3%
DAL DELTA AIR LINES INC COM NEW 0.0%
Value $155K Shares 2,235 Share Price $69.40 * Est. Cost/Share $32.47 Unrealized @ Report Date +92.3%
XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 0.0%
Value $153K Shares 1,280 Share Price $119.41 Est. Cost/Share $179.53 Unrealized @ Report Date —
MAIN MAIN STR CAP CORP COM 0.0%
Value $152K Shares 2,520 Share Price $60.39 * Est. Cost/Share $59.10 Unrealized @ Report Date -0.2%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value $152K Shares 900 Share Price $168.77 Est. Cost/Share $168.77 Unrealized @ Report Date —
UBER UBER TECHNOLOGIES INC COM 0.0%
Value $151K Shares 1,850 Share Price $81.71 * Est. Cost/Share $69.55 Unrealized @ Report Date +29.5%
TFC TRUIST FINL CORP COM 0.0%
Value $148K Shares 3,000 Share Price $49.21 * Est. Cost/Share $29.10 Unrealized @ Report Date +57.4%
KHC KRAFT HEINZ CO COM 0.0%
Value $146K Shares 6,000 Share Price $24.25 Est. Cost/Share $25.55 Unrealized @ Report Date -3.6%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value $141K Shares 455 Share Price $310.24 * Est. Cost/Share $142.04 Unrealized @ Report Date +100.9%
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value $138K Shares 2,369 Share Price $58.35 * Est. Cost/Share $84.00 Unrealized @ Report Date -34.3%
XPO XPO INC COM 0.0%
Value $136K Shares 1,000 Share Price $135.91 Est. Cost/Share $136.23 Unrealized @ Report Date 0.0%
AVR ANTERIS TECHNOLOGIES GLOBAL COM 0.0%
Value $135K Shares 27,146 Share Price $4.99 * Est. Cost/Share $6.19 Unrealized @ Report Date -25.9%
NEAR ISHARES SHORT DURATION BOND ACTIVE ETF 0.0%
Value $135K Shares 2,646 Share Price $51.10 Est. Cost/Share $51.10 Unrealized @ Report Date —
TPR TAPESTRY INC COM 0.0%
Value $135K Shares 1,055 Share Price $127.77 * Est. Cost/Share $74.95 Unrealized @ Report Date +52.1%
SYK STRYKER CORPORATION COM 0.0%
Value $132K Shares 375 Share Price $351.47 * Est. Cost/Share $345.69 Unrealized @ Report Date +5.1%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value $130K Shares 607 Share Price $214.16 * Est. Cost/Share $134.31 Unrealized @ Report Date +67.2%
MNKD MANNKIND CORP COM NEW 0.0%
Value $128K Shares 22,660 Share Price $5.67 * Est. Cost/Share $2.42 Unrealized @ Report Date +127.2%
RIG TRANSOCEAN LTD REGISTERED SHS 0.0%
Value $126K Shares 30,423 Share Price $4.13 * Est. Cost/Share $5.13 Unrealized @ Report Date -24.3%
CG CARLYLE GROUP INC COM 0.0%
Value $124K Shares 2,098 Share Price $59.12 * Est. Cost/Share $43.73 Unrealized @ Report Date +28.7%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value $121K Shares 360 Share Price $335.27 Est. Cost/Share $188.68 Unrealized @ Report Date —
ETR ENTERGY CORP NEW COM 0.0%
Value $120K Shares 1,300 Share Price $92.43 * Est. Cost/Share $90.20 Unrealized @ Report Date +4.8%
FDX FEDEX CORP COM 0.0%
Value $116K Shares 400 Share Price $288.86 * Est. Cost/Share $214.50 Unrealized @ Report Date +21.9%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value $110K Shares 125 Share Price $879.00 * Est. Cost/Share $571.74 Unrealized @ Report Date +42.3%
XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 0.0%
Value $108K Shares 697 Share Price $155.21 Est. Cost/Share $101.42 Unrealized @ Report Date —
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value $106K Shares 2,000 Share Price $52.84 * Est. Cost/Share $38.50 Unrealized @ Report Date +44.2%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value $106K Shares 13,584 Share Price $7.77 * Est. Cost/Share $10.80 Unrealized @ Report Date -23.8%
PGX INVESCO PREFERRED ETF 0.0%
Value $100K Shares 8,939 Share Price $11.24 Est. Cost/Share $15.03 Unrealized @ Report Date —
— KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value $98,359 Shares 7,945 Share Price $12.38 Est. Cost/Share $8.98 Unrealized @ Report Date —
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value $98,038 Shares 1,150 Share Price $85.25 * Est. Cost/Share $91.39 Unrealized @ Report Date -10.2%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value $98,014 Shares 850 Share Price $115.31 * Est. Cost/Share $98.44 Unrealized @ Report Date +19.6%
STXS STEREOTAXIS INC COM NEW 0.0%
Value $97,812 Shares 42,527 Share Price $2.30 * Est. Cost/Share $2.86 Unrealized @ Report Date -7.0%
BAC BANK AMERICA CORP COM 0.0%
Value $94,985 Shares 1,727 Share Price $55.00 * Est. Cost/Share $32.74 Unrealized @ Report Date +60.9%
CW CURTISS WRIGHT CORP COM 0.0%
Value $93,143 Shares 169 Share Price $551.14 Est. Cost/Share $394.21 Unrealized @ Report Date +41.5%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value $90,863 Shares 363 Share Price $250.31 Est. Cost/Share $231.89 Unrealized @ Report Date —
PLD PROLOGIS INC. COM 0.0%
Value $89,362 Shares 700 Share Price $127.66 * Est. Cost/Share $108.29 Unrealized @ Report Date +14.4%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value $82,464 Shares 335 Share Price $246.16 Est. Cost/Share $215.79 Unrealized @ Report Date —
PGEN PRECIGEN INC COM 0.0%
Value $71,060 Shares 17,000 Share Price $4.18 * Est. Cost/Share $4.32 Unrealized @ Report Date -10.3%
GSK GSK PLC SPONSORED ADR 0.0%
Value $70,765 Shares 1,443 Share Price $49.04 Est. Cost/Share $43.16 Unrealized @ Report Date —
CRM SALESFORCE INC COM 0.0%
Value $69,142 Shares 261 Share Price $264.91 * Est. Cost/Share $275.98 Unrealized @ Report Date -10.1%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value $68,699 Shares 650 Share Price $105.69 Est. Cost/Share $136.47 Unrealized @ Report Date —
IDA IDACORP INC COM 0.0%
Value $63,280 Shares 500 Share Price $126.56 * Est. Cost/Share $108.06 Unrealized @ Report Date +20.4%
URI UNITED RENTALS INC COM 0.0%
Value $62,318 Shares 77 Share Price $809.32 * Est. Cost/Share $318.25 Unrealized @ Report Date +172.5%
BGS B & G FOODS INC NEW COM 0.0%
Value $61,513 Shares 14,305 Share Price $4.30 Est. Cost/Share $19.29 Unrealized @ Report Date -77.8%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $59,034 Shares 1,189 Share Price $49.65 Est. Cost/Share $62.81 Unrealized @ Report Date —
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.0%
Value $58,120 Shares 1,000 Share Price $58.12 Est. Cost/Share $49.93 Unrealized @ Report Date —
XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value $54,770 Shares 1,000 Share Price $54.77 Est. Cost/Share $42.12 Unrealized @ Report Date —
XME STATE STREET SPDR S&P METALS & MINING ETF 0.0%
Value $51,805 Shares 500 Share Price $103.61 Est. Cost/Share $93.19 Unrealized @ Report Date —
VST VISTRA CORP COM 0.0%
Value $48,399 Shares 300 Share Price $161.33 * Est. Cost/Share $147.45 Unrealized @ Report Date +23.4%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value $45,173 Shares 150 Share Price $301.15 Est. Cost/Share $271.12 Unrealized @ Report Date —
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value $43,764 Shares 334 Share Price $131.03 * Est. Cost/Share $128.77 Unrealized @ Report Date +6.9%
WAB WABTEC COM 0.0%
Value $40,990 Shares 192 Share Price $213.49 * Est. Cost/Share $164.27 Unrealized @ Report Date +25.0%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value $40,051 Shares 209 Share Price $191.63 Est. Cost/Share $157.92 Unrealized @ Report Date —
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value $35,725 Shares 500 Share Price $71.45 Est. Cost/Share $42.75 Unrealized @ Report Date —
STLD STEEL DYNAMICS INC COM 0.0%
Value $33,890 Shares 200 Share Price $169.45 * Est. Cost/Share $78.47 Unrealized @ Report Date +101.8%
— GABELLI EQUITY TR INC COM 0.0%
Value $33,491 Shares 5,428 Share Price $6.17 Est. Cost/Share $5.53 Unrealized @ Report Date —
TGT TARGET CORP COM 0.0%
Value $29,814 Shares 305 Share Price $97.75 * Est. Cost/Share $153.78 Unrealized @ Report Date -40.4%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value $27,949 Shares 186 Share Price $150.26 * Est. Cost/Share $142.75 Unrealized @ Report Date +3.0%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value $21,348 Shares 400 Share Price $53.37 Est. Cost/Share $49.95 Unrealized @ Report Date —
RDDT REDDIT INC CL A 0.0%
Value $21,148 Shares 92 Share Price $229.87 * Est. Cost/Share $113.37 Unrealized @ Report Date +85.5%
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value $20,542 Shares 120 Share Price $171.18 * Est. Cost/Share $155.36 Unrealized @ Report Date 0.0%
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value $13,136 Shares 76 Share Price $172.84 * Est. Cost/Share $187.42 Unrealized @ Report Date 0.0%
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value $12,139 Shares 264 Share Price $45.98 Est. Cost/Share $37.59 Unrealized @ Report Date +21.2%
PWR QUANTA SVCS INC COM 0.0%
Value $11,818 Shares 28 Share Price $422.07 * Est. Cost/Share $252.96 Unrealized @ Report Date +73.7%
NRT NORTH EUROPEAN OIL RTY TR SH BEN INT 0.0%
Value $10,528 Shares 1,600 Share Price $6.58 Est. Cost/Share $12.31 Unrealized @ Report Date —
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value $10,032 Shares 39 Share Price $257.23 * Est. Cost/Share $202.51 Unrealized @ Report Date +30.8%
NFLX NETFLIX INC. COM 0.0%
Value $9,376 Shares 100 Share Price $93.76 * Est. Cost/Share $79.33 Unrealized @ Report Date +35.9%
BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value $9,047 Shares 99 Share Price $91.38 Est. Cost/Share $91.82 Unrealized @ Report Date —
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value $4,406 Shares 35 Share Price $125.89 * Est. Cost/Share $140.75 Unrealized @ Report Date 0.0%
VOO VANGUARD S&P 500 ETF 0.0%
Value $1,254 Shares 2 Share Price $627.00 Est. Cost/Share $488.16 Unrealized @ Report Date —