Circle Wealth Management, LLC Diversified Active

CIK: 0001578242 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 14, 2025

Total Value ($000): $4,721,371 (100.0% shares, 0.0% debt)

Holdings (215)

AAPL APPLE INC 34.8%
Value ($000) $1,645,182 Shares 6,569,692 Est. Cost $180.49 Unrealized +29.9%
IWF ISHARES TR 11.0%
Value ($000) $517,459 Shares 1,288,557 Est. Cost $265.91 Unrealized
SPY SPDR S&P 500 ETF TR 9.3%
Value ($000) $440,098 Shares 750,918 Est. Cost $303.31 Unrealized
IVV ISHARES TR 8.5%
Value ($000) $401,593 Shares 682,193 Est. Cost $437.85 Unrealized
IJH ISHARES TR 5.7%
Value ($000) $267,257 Shares 4,289,155 Est. Cost $98.45 Unrealized
IJR ISHARES TR 5.2%
Value ($000) $243,800 Shares 2,115,948 Est. Cost $94.33 Unrealized
IWD ISHARES TR 2.4%
Value ($000) $112,491 Shares 607,633 Est. Cost $151.82 Unrealized
VTI VANGUARD INDEX FDS 1.7%
Value ($000) $81,853 Shares 282,436 Est. Cost $136.01 Unrealized
VOO VANGUARD INDEX FDS 1.7%
Value ($000) $78,681 Shares 146,027 Est. Cost $503.65 Unrealized
SCHB SCHWAB STRATEGIC TR 1.5%
Value ($000) $68,718 Shares 3,027,213 Est. Cost $33.62 Unrealized
LLY ELI LILLY & CO 1.4%
Value ($000) $66,251 Shares 85,817 Est. Cost $501.68 Unrealized +63.7%
AMZN AMAZON COM INC 1.3%
Value ($000) $63,265 Shares 288,366 Est. Cost $133.57 Unrealized +53.2%
MSFT MICROSOFT CORP 1.0%
Value ($000) $45,904 Shares 108,907 Est. Cost $246.13 Unrealized +71.6%
SPY SPDR S&P 500 ETF TR 1.0%
Value ($000) $45,070 Shares 76,900 Est. Cost $303.31 Unrealized
NKE NIKE INC 0.9%
Value ($000) $41,847 Shares 553,022 Est. Cost $98.28 Unrealized -22.2%
IAU ISHARES GOLD TR 0.8%
Value ($000) $39,224 Shares 792,245 Est. Cost $38.13 Unrealized
SBUX STARBUCKS CORP 0.6%
Value ($000) $26,833 Shares 294,061 Est. Cost $92.20 Unrealized +1.9%
QQQ INVESCO QQQ TR 0.6%
Value ($000) $26,688 Shares 52,204 Est. Cost $303.40 Unrealized
IYG ISHARES TR 0.5%
Value ($000) $22,923 Shares 294,600 Est. Cost $95.75 Unrealized
ACWI ISHARES TR 0.5%
Value ($000) $22,044 Shares 187,610 Est. Cost $91.51 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $21,789 Shares 32 Est. Cost $318723.75 Unrealized +117.3%
MRK MERCK & CO INC 0.4%
Value ($000) $18,438 Shares 185,345 Est. Cost $79.96 Unrealized +23.4%
JPM JPMORGAN CHASE & CO. 0.4%
Value ($000) $17,876 Shares 74,575 Est. Cost $90.01 Unrealized +153.3%
GOOGL ALPHABET INC 0.3%
Value ($000) $15,625 Shares 82,543 Est. Cost $127.39 Unrealized +36.7%
GOOG ALPHABET INC 0.3%
Value ($000) $14,147 Shares 74,288 Est. Cost $124.28 Unrealized +41.4%
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $13,839 Shares 59,517 Est. Cost $136.61 Unrealized
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $13,410 Shares 23,418 Est. Cost $212.53 Unrealized +156.4%
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $13,179 Shares 67,300 Est. Cost $158.09 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $11,280 Shares 83,996 Est. Cost $98.43 Unrealized +40.0%
META META PLATFORMS INC 0.2%
Value ($000) $10,283 Shares 17,562 Est. Cost $322.44 Unrealized +81.3%
TSLA TESLA INC 0.2%
Value ($000) $10,061 Shares 24,914 Est. Cost $214.29 Unrealized +50.1%
VB VANGUARD INDEX FDS 0.2%
Value ($000) $9,772 Shares 40,671 Est. Cost $187.22 Unrealized
IWB ISHARES TR 0.2%
Value ($000) $8,834 Shares 27,421 Est. Cost $197.81 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $7,772 Shares 17,146 Est. Cost $217.52 Unrealized +112.3%
RTX RTX CORPORATION 0.2%
Value ($000) $7,730 Shares 66,796 Est. Cost $81.30 Unrealized +45.5%
IWM ISHARES TR 0.2%
Value ($000) $7,625 Shares 34,510 Est. Cost $162.04 Unrealized
VHT VANGUARD WORLD FD 0.2%
Value ($000) $7,474 Shares 29,460 Est. Cost $224.57 Unrealized
IWV ISHARES TR 0.2%
Value ($000) $7,393 Shares 22,119 Est. Cost $235.50 Unrealized
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $7,176 Shares 309,570 Est. Cost $33.95 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $7,042 Shares 89,578 Est. Cost $54.47 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $6,387 Shares 26,378 Est. Cost $170.84 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $6,108 Shares 80,761 Est. Cost $16.94 Unrealized +243.8%
NFLX NETFLIX INC 0.1%
Value ($000) $6,073 Shares 6,814 Est. Cost $48.09 Unrealized +71.1%
RXST RXSIGHT INC 0.1%
Value ($000) $5,697 Shares 165,719 Est. Cost $29.82 Unrealized +51.2%
ORCL ORACLE CORP 0.1%
Value ($000) $5,452 Shares 32,717 Est. Cost $107.56 Unrealized +63.5%
IEMG ISHARES INC 0.1%
Value ($000) $5,217 Shares 99,910 Est. Cost $48.58 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $4,759 Shares 13,909 Est. Cost $166.05 Unrealized +100.2%
AVGO BROADCOM INC 0.1%
Value ($000) $4,500 Shares 19,410 Est. Cost $160.63 Unrealized +13.8%
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $4,481 Shares 40,538 Est. Cost $102.84 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $4,438 Shares 26,472 Est. Cost $72.20 Unrealized +129.6%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $4,435 Shares 64,976 Est. Cost $53.44 Unrealized +39.2%
IJK ISHARES TR 0.1%
Value ($000) $4,001 Shares 44,000 Est. Cost $72.24 Unrealized
DLN WISDOMTREE TR 0.1%
Value ($000) $3,986 Shares 51,237 Est. Cost $71.92 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $3,909 Shares 42,285 Est. Cost $95.30 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $3,774 Shares 7,168 Est. Cost $301.99 Unrealized +70.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $3,740 Shares 18,938 Est. Cost $157.21 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $3,415 Shares 32,121 Est. Cost $64.86 Unrealized +50.0%
EPI WISDOMTREE TR 0.1%
Value ($000) $3,073 Shares 67,881 Est. Cost $48.40 Unrealized
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $3,011 Shares 32,510 Est. Cost $82.19 Unrealized +19.6%
CALF PACER FDS TR 0.1%
Value ($000) $2,888 Shares 65,625 Est. Cost $47.30 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $2,859 Shares 2,697 Est. Cost $155.86 Unrealized +30.0%
HOOD ROBINHOOD MKTS INC 0.1%
Value ($000) $2,814 Shares 75,517 Est. Cost $22.42 Unrealized +44.1%
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.1%
Value ($000) $2,765 Shares 41,141 Est. Cost $25.64 Unrealized +93.8%
SNOW SNOWFLAKE INC 0.1%
Value ($000) $2,707 Shares 17,530 Est. Cost $158.48 Unrealized -11.2%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,668 Shares 19,395 Est. Cost $130.04 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $2,589 Shares 5,118 Est. Cost $296.63 Unrealized +86.4%
EWJ ISHARES INC 0.0%
Value ($000) $2,240 Shares 33,377 Est. Cost $63.48 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $2,194 Shares 2,394 Est. Cost $415.22 Unrealized +122.2%
HUBS HUBSPOT INC 0.0%
Value ($000) $2,057 Shares 2,952 Est. Cost $565.42 Unrealized +13.7%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $2,023 Shares 11,118 Est. Cost $159.26 Unrealized +18.6%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $2,001 Shares 15,680 Est. Cost $105.52 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1,994 Shares 9,477 Est. Cost $175.73 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $1,938 Shares 7,511 Est. Cost $239.53 Unrealized +6.7%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $1,935 Shares 7,631 Est. Cost $134.27 Unrealized +91.7%
V VISA INC 0.0%
Value ($000) $1,868 Shares 5,910 Est. Cost $198.23 Unrealized +50.5%
TTD THE TRADE DESK INC 0.0%
Value ($000) $1,850 Shares 15,742 Est. Cost $94.49 Unrealized +30.9%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $1,840 Shares 9,995 Est. Cost $153.74 Unrealized +12.8%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $1,768 Shares 29,318 Est. Cost $69.99 Unrealized +2.0%
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $1,743 Shares 36,208 Est. Cost $48.82 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $1,704 Shares 343 Est. Cost $3402.28 Unrealized +40.0%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $1,692 Shares 9,996 Est. Cost $162.83 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $1,660 Shares 3,191 Est. Cost $405.94 Unrealized +34.9%
INTU INTUIT 0.0%
Value ($000) $1,625 Shares 2,586 Est. Cost $625.86 Unrealized +1.4%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $1,606 Shares 25,305 Est. Cost $58.02 Unrealized
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $1,598 Shares 6,565 Est. Cost $187.67 Unrealized +22.0%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,510 Shares 31,237 Est. Cost $42.29 Unrealized
ALAB ASTERA LABS INC 0.0%
Value ($000) $1,500 Shares 11,323 Est. Cost $63.89 Unrealized +46.9%
APP APPLOVIN CORP 0.0%
Value ($000) $1,487 Shares 4,592 Est. Cost $173.16 Unrealized +46.1%
COWZ PACER FDS TR 0.0%
Value ($000) $1,484 Shares 26,274 Est. Cost $57.63 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $1,454 Shares 10,056 Est. Cost $120.63 Unrealized +24.0%
VEEV VEEVA SYS INC 0.0%
Value ($000) $1,427 Shares 6,786 Est. Cost $198.02 Unrealized +11.1%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $1,380 Shares 36,773 Est. Cost $34.61 Unrealized +15.6%
DXJ WISDOMTREE TR 0.0%
Value ($000) $1,364 Shares 12,368 Est. Cost $110.29 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $1,321 Shares 3,641 Est. Cost $118.37 Unrealized +222.5%
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1,304 Shares 22,421 Est. Cost $58.67 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $1,285 Shares 17,787 Est. Cost $74.98 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $1,281 Shares 2,864 Est. Cost $428.22 Unrealized 0.0%
WAB WABTEC 0.0%
Value ($000) $1,275 Shares 6,726 Est. Cost $106.38 Unrealized +80.9%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $1,228 Shares 722 Est. Cost $1737.35 Unrealized +12.1%
SNPS SYNOPSYS INC 0.0%
Value ($000) $1,218 Shares 2,510 Est. Cost $555.19 Unrealized -5.8%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,208 Shares 6,895 Est. Cost $158.26 Unrealized
GTLB GITLAB INC 0.0%
Value ($000) $1,189 Shares 21,101 Est. Cost $52.32 Unrealized +11.4%
TMUS T-MOBILE US INC 0.0%
Value ($000) $1,181 Shares 5,351 Est. Cost $125.94 Unrealized +77.4%
AON AON PLC 0.0%
Value ($000) $1,167 Shares 3,249 Est. Cost $273.50 Unrealized +33.5%
COP CONOCOPHILLIPS 0.0%
Value ($000) $1,161 Shares 11,708 Est. Cost $99.17 Unrealized +3.2%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $1,148 Shares 2,199 Est. Cost $295.90 Unrealized +76.0%
NU NU HLDGS LTD 0.0%
Value ($000) $1,137 Shares 109,742 Est. Cost $12.74 Unrealized +4.4%
DDOG DATADOG INC 0.0%
Value ($000) $1,130 Shares 7,906 Est. Cost $120.64 Unrealized +13.9%
MDB MONGODB INC 0.0%
Value ($000) $1,128 Shares 4,846 Est. Cost $289.58 Unrealized -2.5%
CFLT CONFLUENT INC 0.0%
Value ($000) $1,119 Shares 40,022 Est. Cost $26.69 Unrealized +0.4%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $1,117 Shares 2,721 Est. Cost $193.24 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $1,102 Shares 7,176 Est. Cost $71.79 Unrealized +122.2%
UNP UNION PAC CORP 0.0%
Value ($000) $1,082 Shares 4,743 Est. Cost $162.57 Unrealized +41.6%
FDX FEDEX CORP 0.0%
Value ($000) $1,076 Shares 3,826 Est. Cost $195.77 Unrealized +38.8%
HD HOME DEPOT INC 0.0%
Value ($000) $1,038 Shares 2,667 Est. Cost $216.75 Unrealized +83.3%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $1,002 Shares 16,809 Est. Cost $50.24 Unrealized -0.3%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $981 Shares 13,250 Est. Cost $74.02 Unrealized
SE SEA LTD 0.0%
Value ($000) $956 Shares 9,014 Est. Cost $97.42 Unrealized
CIEN CIENA CORP 0.0%
Value ($000) $956 Shares 11,276 Est. Cost $71.76 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $947 Shares 15,708 Est. Cost $61.24 Unrealized -1.6%
ONTO ONTO INNOVATION INC 0.0%
Value ($000) $927 Shares 5,559 Est. Cost $201.01 Unrealized -9.1%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $919 Shares 12,695 Est. Cost $77.20 Unrealized -1.0%
ESTC ELASTIC N V 0.0%
Value ($000) $915 Shares 9,238 Est. Cost $103.42 Unrealized -10.6%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $911 Shares 719 Est. Cost $573.54 Unrealized +114.4%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $897 Shares 4,782 Est. Cost $126.17 Unrealized +53.1%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $875 Shares 13,873 Est. Cost $71.34 Unrealized -3.4%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $872 Shares 14,412 Est. Cost $37.36 Unrealized +56.1%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $864 Shares 2,978 Est. Cost $237.14 Unrealized +28.2%
MCD MCDONALDS CORP 0.0%
Value ($000) $859 Shares 2,963 Est. Cost $125.54 Unrealized +131.2%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $843 Shares 2,460 Est. Cost $479.56 Unrealized -24.6%
BAC BANK AMERICA CORP 0.0%
Value ($000) $836 Shares 19,016 Est. Cost $24.90 Unrealized +72.0%
SMH VANECK ETF TRUST 0.0%
Value ($000) $822 Shares 3,396 Est. Cost $257.06 Unrealized
FLCA FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $818 Shares 22,343 Est. Cost $30.11 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $783 Shares 5,178 Est. Cost $106.48 Unrealized +36.3%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $762 Shares 3,360 Est. Cost $226.67 Unrealized -0.6%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $760 Shares 8,960 Est. Cost $106.12 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $746 Shares 6,430 Est. Cost $102.39 Unrealized +21.8%
BLACKROCK FLOATING RATE INCO 0.0%
Value ($000) $743 Shares 54,072 Est. Cost $13.34 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $723 Shares 5,489 Est. Cost $99.10 Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $721 Shares 4,278 Est. Cost $151.89 Unrealized +23.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $721 Shares 5,372 Est. Cost $106.74 Unrealized +23.9%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $716 Shares 2,035 Est. Cost $214.85 Unrealized +65.1%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $712 Shares 3,349 Est. Cost $131.14 Unrealized +65.3%
MCO MOODYS CORP 0.0%
Value ($000) $685 Shares 1,448 Est. Cost $283.16 Unrealized +67.1%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $671 Shares 3,291 Est. Cost $213.85 Unrealized +2.9%
GDX VANECK ETF TRUST 0.0%
Value ($000) $667 Shares 19,677 Est. Cost $26.91 Unrealized
VICR VICOR CORP 0.0%
Value ($000) $660 Shares 13,650 Est. Cost $38.86 Unrealized +28.6%
SAP SAP SE 0.0%
Value ($000) $653 Shares 2,654 Est. Cost $145.28 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $635 Shares 7,543 Est. Cost $104.15 Unrealized -2.8%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $634 Shares 890 Est. Cost $661.27 Unrealized +26.2%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $628 Shares 1,260 Est. Cost $325.72 Unrealized +54.5%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $622 Shares 8,849 Est. Cost $39.33 Unrealized +69.5%
EUFN ISHARES TR 0.0%
Value ($000) $621 Shares 26,646 Est. Cost $22.39 Unrealized
OIH VANECK ETF TRUST 0.0%
Value ($000) $614 Shares 2,265 Est. Cost $345.04 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $606 Shares 5,034 Est. Cost $62.50 Unrealized +92.9%
BLACKROCK CORPOR HI YLD FD I 0.0%
Value ($000) $602 Shares 61,364 Est. Cost $12.25 Unrealized
AER AERCAP HOLDINGS NV 0.0%
Value ($000) $595 Shares 6,215 Est. Cost $59.09 Unrealized +60.9%
TWLO TWILIO INC 0.0%
Value ($000) $588 Shares 5,436 Est. Cost $91.39 Unrealized 0.0%
SHEL SHELL PLC 0.0%
Value ($000) $584 Shares 9,316 Est. Cost $59.47 Unrealized
EWU ISHARES TR 0.0%
Value ($000) $572 Shares 16,883 Est. Cost $34.88 Unrealized
ZM ZOOM COMMUNICATIONS INC 0.0%
Value ($000) $552 Shares 6,762 Est. Cost $78.62 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $547 Shares 7,391 Est. Cost $66.23 Unrealized +11.5%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $545 Shares 6,359 Est. Cost $85.70 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $539 Shares 6,317 Est. Cost $103.76 Unrealized -19.2%
JTEK J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $534 Shares 7,060 Est. Cost $69.00 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $534 Shares 4,421 Est. Cost $143.95 Unrealized -0.0%
WBS WEBSTER FINL CORP 0.0%
Value ($000) $528 Shares 9,569 Est. Cost $56.00 Unrealized -1.9%
WMT WALMART INC 0.0%
Value ($000) $522 Shares 5,777 Est. Cost $52.71 Unrealized +62.8%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $520 Shares 837 Est. Cost $455.96 Unrealized
RDDT REDDIT INC 0.0%
Value ($000) $518 Shares 3,169 Est. Cost $123.45 Unrealized 0.0%
PCOR PROCORE TECHNOLOGIES INC 0.0%
Value ($000) $510 Shares 6,810 Est. Cost $68.32 Unrealized +3.8%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $505 Shares 2,831 Est. Cost $84.51 Unrealized +102.0%
SNAP SNAP INC 0.0%
Value ($000) $502 Shares 46,565 Est. Cost $11.36 Unrealized -0.8%
NVS NOVARTIS AG 0.0%
Value ($000) $498 Shares 5,119 Est. Cost $91.27 Unrealized
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $480 Shares 1,778 Est. Cost $254.41 Unrealized +12.0%
DIS DISNEY WALT CO 0.0%
Value ($000) $454 Shares 4,077 Est. Cost $128.29 Unrealized -19.3%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $450 Shares 5,941 Est. Cost $152.67 Unrealized -49.7%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $434 Shares 840 Est. Cost $330.01 Unrealized +70.8%
IHI ISHARES TR 0.0%
Value ($000) $432 Shares 7,406 Est. Cost $99.62 Unrealized
CEFS EXCHANGE LISTED FDS TR 0.0%
Value ($000) $423 Shares 19,748 Est. Cost $20.92 Unrealized
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.0%
Value ($000) $423 Shares 15,081 Est. Cost $21.89 Unrealized
NOBL PROSHARES TR 0.0%
Value ($000) $409 Shares 4,112 Est. Cost $79.94 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $408 Shares 10,726 Est. Cost $35.76 Unrealized +23.2%
ASML ASML HOLDING N V 0.0%
Value ($000) $407 Shares 587 Est. Cost $969.09 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $400 Shares 6,752 Est. Cost $49.81 Unrealized +11.2%
ALGM ALLEGRO MICROSYSTEMS INC 0.0%
Value ($000) $398 Shares 18,208 Est. Cost $26.23 Unrealized -18.8%
DE DEERE & CO 0.0%
Value ($000) $391 Shares 923 Est. Cost $369.25 Unrealized +12.1%
KO COCA COLA CO 0.0%
Value ($000) $390 Shares 6,257 Est. Cost $41.76 Unrealized +51.1%
WWD WOODWARD INC 0.0%
Value ($000) $385 Shares 2,315 Est. Cost $135.50 Unrealized +25.2%
MS MORGAN STANLEY 0.0%
Value ($000) $377 Shares 3,002 Est. Cost $61.87 Unrealized +93.2%
GEV GE VERNOVA INC 0.0%
Value ($000) $374 Shares 1,137 Est. Cost $158.10 Unrealized +97.3%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $361 Shares 1,607 Est. Cost $224.35 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $353 Shares 1,420 Est. Cost $109.20 Unrealized +132.5%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $351 Shares 1,420 Est. Cost $73.30 Unrealized +233.0%
GLW CORNING INC 0.0%
Value ($000) $346 Shares 7,291 Est. Cost $33.34 Unrealized +39.0%
ETN EATON CORP PLC 0.0%
Value ($000) $343 Shares 1,034 Est. Cost $213.72 Unrealized +62.4%
AMGN AMGEN INC 0.0%
Value ($000) $340 Shares 1,306 Est. Cost $175.30 Unrealized +63.2%
IYW ISHARES TR 0.0%
Value ($000) $334 Shares 2,093 Est. Cost $114.27 Unrealized
AA ALCOA CORP 0.0%
Value ($000) $330 Shares 8,746 Est. Cost $38.15 Unrealized +7.4%
PEP PEPSICO INC 0.0%
Value ($000) $300 Shares 1,975 Est. Cost $115.41 Unrealized +35.6%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $299 Shares 1,548 Est. Cost $117.40 Unrealized +61.3%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $294 Shares 497 Est. Cost $747.03 Unrealized -4.1%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $272 Shares 5,135 Est. Cost $53.05 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $262 Shares 2,315 Est. Cost $88.34 Unrealized +28.3%
TEM TEMPUS AI INC 0.0%
Value ($000) $253 Shares 7,503 Est. Cost $49.45 Unrealized 0.0%
RACE FERRARI N V 0.0%
Value ($000) $244 Shares 574 Est. Cost $387.39 Unrealized +16.5%
NUVEEN NEW YORK QLT MUN INC 0.0%
Value ($000) $237 Shares 20,808 Est. Cost $10.69 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $225 Shares 1,351 Est. Cost $168.99 Unrealized +4.8%
LMND LEMONADE INC 0.0%
Value ($000) $219 Shares 5,962 Est. Cost $31.93 Unrealized 0.0%
MPC MARATHON PETE CORP 0.0%
Value ($000) $217 Shares 1,552 Est. Cost $132.62 Unrealized +12.2%
CBRE CBRE GROUP INC 0.0%
Value ($000) $209 Shares 1,594 Est. Cost $130.93 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $204 Shares 679 Est. Cost $290.70 Unrealized 0.0%
BX BLACKSTONE INC 0.0%
Value ($000) $201 Shares 1,164 Est. Cost $168.78 Unrealized 0.0%
CGTX COGNITION THERAPEUTICS INC 0.0%
Value ($000) $34 Shares 48,842 Est. Cost $2.06 Unrealized -76.1%
DRTSW ALPHA TAU MEDICAL LTD 0.0%
Value ($000) $17 Shares 80,000 Est. Cost $0.28 Unrealized