Winch Advisory Services, LLC Diversified Active

CIK: 0001585822 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 7, 2025

Total Value ($000): $409,552 (100.0% shares, 0.0% debt)

Holdings (510)

SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 10.6%
Value ($000) $43,530 Shares 581,248 Est. Cost $36.91 Unrealized
NVDA NVIDIA CORP 8.1%
Value ($000) $33,147 Shares 209,805 Est. Cost $92.27 Unrealized +36.4%
VGSH VANGUARD SHORT TERM TREASURY ETF 7.0%
Value ($000) $28,510 Shares 485,033 Est. Cost $57.77 Unrealized
VCIT VANGUARD INTERMEDIATE TERM CORP BOND ETF 6.1%
Value ($000) $25,064 Shares 302,270 Est. Cost $80.84 Unrealized
AAPL APPLE INC 5.7%
Value ($000) $23,177 Shares 112,963 Est. Cost $87.57 Unrealized +130.0%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 5.3%
Value ($000) $21,822 Shares 237,894 Est. Cost $89.98 Unrealized
CGMS CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF 5.0%
Value ($000) $20,478 Shares 741,436 Est. Cost $26.96 Unrealized
MSFT MICROSOFT CORP 5.0%
Value ($000) $20,349 Shares 40,910 Est. Cost $90.97 Unrealized +375.3%
AMZN AMAZON.COM INC 4.4%
Value ($000) $18,086 Shares 82,440 Est. Cost $121.59 Unrealized +62.7%
SHV ISHARES SHORT TREASURY BOND ETF 3.0%
Value ($000) $12,332 Shares 111,680 Est. Cost $96.46 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 2.9%
Value ($000) $12,005 Shares 24,713 Est. Cost $187.32 Unrealized +171.1%
GOOG ALPHABET INC CL C 2.8%
Value ($000) $11,369 Shares 64,089 Est. Cost $107.50 Unrealized +53.4%
JPM JPMORGAN CHASE & CO 1.7%
Value ($000) $7,013 Shares 24,192 Est. Cost $86.67 Unrealized +191.5%
NFLX NETFLIX INC 1.7%
Value ($000) $6,990 Shares 5,219 Est. Cost $24.98 Unrealized +352.6%
GBIL GOLDMAN SACHS ACCESS TREASURY 0-1YR ETF 1.7%
Value ($000) $6,779 Shares 67,689 Est. Cost $100.07 Unrealized
V VISA INC CL A 1.6%
Value ($000) $6,629 Shares 18,670 Est. Cost $142.86 Unrealized +142.9%
SYK STRYKER CORP 1.4%
Value ($000) $5,707 Shares 14,424 Est. Cost $152.64 Unrealized +143.4%
QQQ INVESCO QQQ ETF 1.4%
Value ($000) $5,665 Shares 10,269 Est. Cost $269.67 Unrealized
META META PLATFORMS INC CL A 1.3%
Value ($000) $5,344 Shares 7,240 Est. Cost $184.16 Unrealized +234.8%
AAAU GOLDMAN SACHS PHYSICAL GOLD ETF 1.2%
Value ($000) $4,830 Shares 147,804 Est. Cost $22.05 Unrealized
SPY SPDR S&P 500 ETF 1.1%
Value ($000) $4,427 Shares 7,165 Est. Cost $347.62 Unrealized
CRM SALESFORCE INC 0.9%
Value ($000) $3,518 Shares 12,901 Est. Cost $143.90 Unrealized +84.9%
SHY ISHARES 1-3 YR TREASURY BOND ETF 0.8%
Value ($000) $3,456 Shares 41,713 Est. Cost $86.67 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.8%
Value ($000) $3,394 Shares 43,847 Est. Cost $49.60 Unrealized +25.6%
COST COSTCO WHOLESALE CORP 0.8%
Value ($000) $3,228 Shares 3,260 Est. Cost $344.33 Unrealized +187.7%
C CITIGROUP INC 0.8%
Value ($000) $3,181 Shares 37,372 Est. Cost $41.77 Unrealized +70.4%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.8%
Value ($000) $3,169 Shares 10,426 Est. Cost $137.22 Unrealized
SPEM SPDR EMERGING MARKETS ETF 0.7%
Value ($000) $3,006 Shares 70,331 Est. Cost $35.73 Unrealized
ADBE ADOBE INC 0.6%
Value ($000) $2,344 Shares 6,058 Est. Cost $283.46 Unrealized +35.9%
DIS WALT DISNEY CO 0.5%
Value ($000) $2,208 Shares 17,805 Est. Cost $120.14 Unrealized -14.4%
KO COCA-COLA COMPANY 0.5%
Value ($000) $2,112 Shares 29,852 Est. Cost $44.46 Unrealized +57.0%
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF 0.5%
Value ($000) $2,096 Shares 62,412 Est. Cost $31.53 Unrealized
MA MASTERCARD INC CL A 0.4%
Value ($000) $1,811 Shares 3,223 Est. Cost $280.79 Unrealized +96.4%
SPAB SPDR AGGREGATE BOND ETF 0.4%
Value ($000) $1,749 Shares 68,310 Est. Cost $23.78 Unrealized
RTX RTX CORP 0.4%
Value ($000) $1,722 Shares 11,792 Est. Cost $65.59 Unrealized +100.9%
HON HONEYWELL INTL INC 0.4%
Value ($000) $1,687 Shares 7,243 Est. Cost $134.60 Unrealized +48.3%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $1,649 Shares 38,117 Est. Cost $33.61 Unrealized +24.4%
TXN TEXAS INSTRUMENTS INC 0.4%
Value ($000) $1,497 Shares 7,208 Est. Cost $119.24 Unrealized +46.2%
TSLA TESLA INC 0.4%
Value ($000) $1,480 Shares 4,659 Est. Cost $223.23 Unrealized +35.0%
EBAY EBAY INC 0.3%
Value ($000) $1,392 Shares 18,691 Est. Cost $38.15 Unrealized +84.0%
PYPL PAYPAL HOLDINGS INC 0.3%
Value ($000) $1,232 Shares 16,579 Est. Cost $98.42 Unrealized -30.6%
WMT WALMART INC 0.3%
Value ($000) $1,209 Shares 12,369 Est. Cost $57.71 Unrealized +64.2%
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $1,172 Shares 7,355 Est. Cost $106.35 Unrealized +51.2%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $1,028 Shares 2,056 Est. Cost $280.14 Unrealized +73.5%
SBUX STARBUCKS CORP 0.2%
Value ($000) $997 Shares 10,881 Est. Cost $83.50 Unrealized +2.0%
NKE NIKE INC CL B 0.2%
Value ($000) $964 Shares 13,575 Est. Cost $87.18 Unrealized -32.2%
CVX CHEVRON CORP 0.2%
Value ($000) $954 Shares 6,663 Est. Cost $128.45 Unrealized +6.7%
VUG VANGUARD GROWTH ETF 0.2%
Value ($000) $918 Shares 2,094 Est. Cost $346.51 Unrealized
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BD ETF 0.2%
Value ($000) $875 Shares 23,317 Est. Cost $35.21 Unrealized
VGIT VANGUARD INTERMEDIATE TERM TREASURY INDEX ETF 0.2%
Value ($000) $866 Shares 14,481 Est. Cost $58.31 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $815 Shares 9,351 Est. Cost $89.78 Unrealized -7.0%
VCSH VANGUARD SHORT TERM CORP BOND ETF 0.2%
Value ($000) $813 Shares 10,232 Est. Cost $65.40 Unrealized
WEC WEC ENERGY GROUP INC 0.2%
Value ($000) $794 Shares 7,621 Est. Cost $49.40 Unrealized +111.0%
SMH VANECK SEMICONDUCTOR ETF 0.2%
Value ($000) $779 Shares 2,794 Est. Cost $134.64 Unrealized
GOOGL ALPHABET INC CL A 0.2%
Value ($000) $770 Shares 4,371 Est. Cost $108.06 Unrealized +51.1%
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.2%
Value ($000) $724 Shares 24,728 Est. Cost $26.70 Unrealized
GLD SPDR GOLD TRUST GOLD SHARES 0.2%
Value ($000) $723 Shares 2,373 Est. Cost $150.18 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $723 Shares 6,708 Est. Cost $94.16 Unrealized +11.0%
AGGY WISDOMTREE YIELD ENHANCED U S AGGREGATE BOND ETF 0.2%
Value ($000) $706 Shares 16,181 Est. Cost $39.15 Unrealized
ASML ASML HOLDING NV NY REGISTRY SHS NEW 2012 0.2%
Value ($000) $705 Shares 880 Est. Cost $639.60 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $637 Shares 1,375 Est. Cost $428.63 Unrealized +7.1%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $634 Shares 4,471 Est. Cost $126.16 Unrealized -13.7%
IAU ISHARES GOLD TRUST ETF 0.1%
Value ($000) $573 Shares 9,195 Est. Cost $31.53 Unrealized
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $573 Shares 4,503 Est. Cost $87.47 Unrealized
MMM 3M COMPANY 0.1%
Value ($000) $543 Shares 3,566 Est. Cost $79.99 Unrealized +76.6%
KLAC KLA CORP 0.1%
Value ($000) $530 Shares 592 Est. Cost $58.45 Unrealized +1180.8%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $515 Shares 3,371 Est. Cost $137.61 Unrealized +9.6%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $503 Shares 887 Est. Cost $286.25 Unrealized +96.4%
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $480 Shares 1,934 Est. Cost $181.81 Unrealized
SHAG WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF 0.1%
Value ($000) $463 Shares 9,681 Est. Cost $38.54 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $462 Shares 1,480 Est. Cost $367.05 Unrealized +2.2%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR 0.1%
Value ($000) $456 Shares 2,014 Est. Cost $82.16 Unrealized
DE DEERE & CO 0.1%
Value ($000) $456 Shares 896 Est. Cost $343.10 Unrealized +41.3%
PFE PFIZER INC 0.1%
Value ($000) $424 Shares 17,501 Est. Cost $27.95 Unrealized -20.1%
BP BP PLC SPON ADR 0.1%
Value ($000) $389 Shares 12,991 Est. Cost $29.18 Unrealized
T AT&T INC 0.1%
Value ($000) $380 Shares 13,134 Est. Cost $16.13 Unrealized +67.2%
MCD MCDONALDS CORP 0.1%
Value ($000) $367 Shares 1,258 Est. Cost $114.44 Unrealized +165.2%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $353 Shares 5,085 Est. Cost $66.39 Unrealized +2.6%
VAW VANGUARD MATERIALS ETF 0.1%
Value ($000) $350 Shares 1,795 Est. Cost $165.84 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $324 Shares 3,326 Est. Cost $75.10 Unrealized +5.0%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $318 Shares 5,600 Est. Cost $56.63 Unrealized
VOO VANGUARD S&P 500 INDEX ETF 0.1%
Value ($000) $314 Shares 554 Est. Cost $566.83 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $310 Shares 1,107 Est. Cost $196.61 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $262 Shares 952 Est. Cost $171.64 Unrealized +25.8%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $260 Shares 1,947 Est. Cost $89.21 Unrealized
ULST SPDR SSGA ULTRA SHORT TERM BOND ETF 0.1%
Value ($000) $258 Shares 6,355 Est. Cost $37.46 Unrealized
WM WASTE MANAGEMENT INC DEL 0.1%
Value ($000) $257 Shares 1,125 Est. Cost $84.18 Unrealized +172.8%
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.1%
Value ($000) $248 Shares 979 Est. Cost $138.00 Unrealized
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $248 Shares 1,017 Est. Cost $170.16 Unrealized +36.1%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $244 Shares 1,982 Est. Cost $96.38 Unrealized -3.3%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $230 Shares 1,302 Est. Cost $78.36 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $223 Shares 1,732 Est. Cost $94.82 Unrealized +38.9%
WFC WELLS FARGO & CO 0.1%
Value ($000) $222 Shares 2,770 Est. Cost $47.55 Unrealized +49.6%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $217 Shares 3,537 Est. Cost $38.93 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.1%
Value ($000) $212 Shares 4,044 Est. Cost $21.69 Unrealized
ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 0.1%
Value ($000) $206 Shares 3,438 Est. Cost $63.57 Unrealized
ACVF AMERICAN CONSERVATIVE VALUES ETF 0.1%
Value ($000) $205 Shares 4,346 Est. Cost $0.03 Unrealized
F FORD MOTOR CO 0.1%
Value ($000) $205 Shares 18,879 Est. Cost $8.59 Unrealized +14.9%
LYB LYONDELLBASELL INDUSTRIES N V ORD SHS CL A 0.0%
Value ($000) $185 Shares 3,192 Est. Cost $70.41 Unrealized -22.7%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.0%
Value ($000) $172 Shares 390 Est. Cost $209.94 Unrealized
ITA ISHARES U S AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $169 Shares 894 Est. Cost $7.21 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $168 Shares 1,251 Est. Cost $80.77 Unrealized +51.4%
BOTZ GLOBAL X ROBOTICS A I ETF 0.0%
Value ($000) $160 Shares 4,897 Est. Cost $28.13 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $160 Shares 3,312 Est. Cost $48.18 Unrealized
SPDW SPDR DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $158 Shares 3,895 Est. Cost $40.09 Unrealized
VVV VALVOLINE INC 0.0%
Value ($000) $149 Shares 3,927 Est. Cost $32.20 Unrealized +8.6%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 0.0%
Value ($000) $134 Shares 656 Est. Cost $121.68 Unrealized
XLE ENERGY SELECT SECTOR SPDR ETF 0.0%
Value ($000) $134 Shares 1,575 Est. Cost $30.49 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $130 Shares 3,957 Est. Cost $22.61 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $129 Shares 694 Est. Cost $100.39 Unrealized +81.9%
COP CONOCOPHILLIPS 0.0%
Value ($000) $127 Shares 1,412 Est. Cost $58.40 Unrealized +50.7%
AMCOR PLC ORD USD 0.01 0.0%
Value ($000) $126 Shares 13,740 Est. Cost $8.55 Unrealized +7.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $125 Shares 2,130 Est. Cost $37.11 Unrealized +50.7%
FIS FIDELITY NATIONAL INFORMATION SERVICES INC 0.0%
Value ($000) $119 Shares 1,461 Est. Cost $54.22 Unrealized +41.3%
FCX FREEPORT MCMORAN INC 0.0%
Value ($000) $119 Shares 2,740 Est. Cost $34.03 Unrealized +10.8%
AGNC AGNC INVESTMENT CORP 0.0%
Value ($000) $115 Shares 12,544 Est. Cost $9.56 Unrealized
DOW DOW INC 0.0%
Value ($000) $113 Shares 4,266 Est. Cost $42.39 Unrealized -34.4%
PEP PEPSICO INC 0.0%
Value ($000) $112 Shares 850 Est. Cost $101.72 Unrealized +28.8%
GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET ETF 0.0%
Value ($000) $111 Shares 802 Est. Cost $96.53 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.0%
Value ($000) $110 Shares 2,784 Est. Cost $7.76 Unrealized
BA BOEING COMPANY 0.0%
Value ($000) $109 Shares 518 Est. Cost $185.17 Unrealized +2.0%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $108 Shares 502 Est. Cost $124.38 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $104 Shares 267 Est. Cost $319.91 Unrealized +3.4%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $103 Shares 953 Est. Cost $47.79 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $102 Shares 427 Est. Cost $141.27 Unrealized +70.9%
XLF FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $100 Shares 1,909 Est. Cost $26.85 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $97 Shares 807 Est. Cost $80.22 Unrealized +39.7%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $92 Shares 2,195 Est. Cost $49.74 Unrealized -17.3%
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $92 Shares 1,321 Est. Cost $45.08 Unrealized +33.9%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $91 Shares 550 Est. Cost $98.49 Unrealized +50.2%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $90 Shares 943 Est. Cost $10.03 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $87 Shares 688 Est. Cost $150.90 Unrealized
AGG ISHARES CORE U S AGGREGATE BOND ETF 0.0%
Value ($000) $86 Shares 864 Est. Cost $5.63 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $83 Shares 1,214 Est. Cost $35.95 Unrealized +88.6%
WPC W P CAREY INC 0.0%
Value ($000) $82 Shares 1,307 Est. Cost $54.73 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $81 Shares 1,706 Est. Cost $28.64 Unrealized +44.7%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $81 Shares 1,628 Est. Cost $19.17 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $78 Shares 4,626 Est. Cost $12.11 Unrealized +21.4%
LLY ELI LILLY & CO 0.0%
Value ($000) $76 Shares 98 Est. Cost $186.17 Unrealized +315.4%
ETN EATON CORP PLC 0.0%
Value ($000) $76 Shares 213 Est. Cost $70.60 Unrealized +334.5%
QCOM QUALCOMM INC 0.0%
Value ($000) $74 Shares 466 Est. Cost $122.17 Unrealized +18.7%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $71 Shares 2,732 Est. Cost $29.94 Unrealized -11.0%
FNDF SCHWAB FUNDAMENTAL INTL EQUITY ETF 0.0%
Value ($000) $70 Shares 1,746 Est. Cost $0.03 Unrealized
XLV HEALTHCARE SELECT SECTOR SPDR ETF 0.0%
Value ($000) $69 Shares 510 Est. Cost $103.66 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $68 Shares 940 Est. Cost $34.48 Unrealized
CGCP CAPITAL GROUP FIXED CORE PLUS INCOME ETF 0.0%
Value ($000) $64 Shares 2,862 Est. Cost $15.27 Unrealized
NIC NICOLET BANKSHARES INC 0.0%
Value ($000) $63 Shares 511 Est. Cost $65.12 Unrealized +78.3%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $61 Shares 167 Est. Cost $129.98 Unrealized
SO SOUTHERN COMPANY 0.0%
Value ($000) $60 Shares 658 Est. Cost $75.10 Unrealized +17.2%
MAIN MAIN STREET CAPITAL CORP 0.0%
Value ($000) $60 Shares 1,020 Est. Cost $40.69 Unrealized +35.9%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $60 Shares 327 Est. Cost $80.75 Unrealized +107.3%
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value ($000) $59 Shares 1,463 Est. Cost $19.38 Unrealized
IUSG ISHARES CORE S&P U S GROWTH ETF 0.0%
Value ($000) $58 Shares 384 Est. Cost $0.09 Unrealized
ASH ASHLAND INC 0.0%
Value ($000) $57 Shares 1,137 Est. Cost $63.09 Unrealized -21.1%
ITOT ISHARES CORE S&P TOTAL U S STOCK MARKET ETF 0.0%
Value ($000) $56 Shares 413 Est. Cost $122.07 Unrealized
VO VANGUARD MID CAP ETF 0.0%
Value ($000) $55 Shares 198 Est. Cost $42.00 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $55 Shares 801 Est. Cost $24.75 Unrealized +10.4%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $54 Shares 496 Est. Cost $0.09 Unrealized
JPST JPMORGAN ULTRA SHORT INCOME ETF 0.0%
Value ($000) $53 Shares 1,039 Est. Cost $0.05 Unrealized
IXC ISHARE GLOBAL ENERGY ETF 0.0%
Value ($000) $51 Shares 1,309 Est. Cost $37.43 Unrealized
SPIP SPDR TIPS ETF 0.0%
Value ($000) $51 Shares 1,945 Est. Cost $34.31 Unrealized
BIBL INSPIRE 100 ETF 0.0%
Value ($000) $49 Shares 1,180 Est. Cost $0.03 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $46 Shares 186 Est. Cost $124.02 Unrealized +91.2%
VOT VANGUARD MID CAP GROWTH ETF 0.0%
Value ($000) $46 Shares 160 Est. Cost $129.09 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $45 Shares 572 Est. Cost $50.72 Unrealized +47.5%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $45 Shares 343 Est. Cost $100.68 Unrealized +21.7%
XLU UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $45 Shares 551 Est. Cost $70.34 Unrealized
PSA PUBLIC STORAGE INC 0.0%
Value ($000) $45 Shares 153 Est. Cost $224.11 Unrealized +28.3%
MDY SPDR S&P MID CAP 400 ETF 0.0%
Value ($000) $45 Shares 79 Est. Cost $304.25 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ETF 0.0%
Value ($000) $44 Shares 1,188 Est. Cost $17.97 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $44 Shares 320 Est. Cost $67.47 Unrealized +73.8%
JCI JOHNSON CONTROLS INTL PLC 0.0%
Value ($000) $43 Shares 411 Est. Cost $33.86 Unrealized +170.9%
ESGV VANGUARD ESG U S STOCK ETF 0.0%
Value ($000) $42 Shares 387 Est. Cost $75.96 Unrealized
BLK BLACKROCK FDG INC 0.0%
Value ($000) $42 Shares 40 Est. Cost $991.05 Unrealized -5.8%
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $42 Shares 774 Est. Cost $55.50 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $42 Shares 143 Est. Cost $169.67 Unrealized +60.6%
IEO ISHARES U S OIL & GAS EXPLORATION & PROD ETF 0.0%
Value ($000) $40 Shares 457 Est. Cost $74.05 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $40 Shares 185 Est. Cost $134.98 Unrealized +19.1%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $40 Shares 94 Est. Cost $65.73 Unrealized +531.5%
BMO BANK MONTREAL QUEBEC 0.0%
Value ($000) $39 Shares 350 Est. Cost $63.36 Unrealized +56.9%
VXUS VANGUARD TOTAL INTL STOCK INDEX ETF 0.0%
Value ($000) $38 Shares 556 Est. Cost $54.58 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING INDEX ETF 0.0%
Value ($000) $38 Shares 314 Est. Cost $94.86 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $38 Shares 321 Est. Cost $99.04 Unrealized +16.6%
PAVE GLOBAL X U S INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $36 Shares 827 Est. Cost $25.24 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $36 Shares 365 Est. Cost $116.90 Unrealized -20.2%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $35 Shares 636 Est. Cost $39.06 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $34 Shares 332 Est. Cost $132.07 Unrealized -28.8%
IMO IMPERIAL OIL LTD 0.0%
Value ($000) $33 Shares 420 Est. Cost $70.33 Unrealized -0.1%
KMI KINDER MORGAN INC DE 0.0%
Value ($000) $33 Shares 1,135 Est. Cost $14.20 Unrealized +88.5%
SHEL SHELL PLC SPONSORED ADR REPSTG ORD SHS 0.0%
Value ($000) $33 Shares 471 Est. Cost $60.38 Unrealized
SNDR SCHNEIDER NATL INC WI CL B 0.0%
Value ($000) $33 Shares 1,356 Est. Cost $23.46 Unrealized -1.0%
ABRDN ASIA PACIFIC INCOME FUND INC 0.0%
Value ($000) $33 Shares 2,050 Est. Cost $14.76 Unrealized
BLD TOPBUILD CORP 0.0%
Value ($000) $32 Shares 100 Est. Cost $355.47 Unrealized -16.6%
XLB MATERIALS SELECT SECTOR SPDR ETF 0.0%
Value ($000) $32 Shares 365 Est. Cost $68.99 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $32 Shares 21 Est. Cost $1239.56 Unrealized +6.0%
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.0%
Value ($000) $31 Shares 979 Est. Cost $31.36 Unrealized
CLF CLEVELAND CLIFFS INC 0.0%
Value ($000) $31 Shares 4,070 Est. Cost $11.26 Unrealized -34.0%
IVT INVENTRUST PROPERTIES CORP 0.0%
Value ($000) $31 Shares 1,123 Est. Cost $27.00 Unrealized
XME SPDR SERIES TRUST S&P METALS & MINING ETF 0.0%
Value ($000) $31 Shares 454 Est. Cost $34.84 Unrealized
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $30 Shares 697 Est. Cost $32.61 Unrealized +16.5%
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $30 Shares 126 Est. Cost $220.78 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $30 Shares 420 Est. Cost $113.51 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $29 Shares 78 Est. Cost $235.35 Unrealized +51.2%
MRK MERCK & COMPANY INC 0.0%
Value ($000) $29 Shares 362 Est. Cost $65.74 Unrealized +17.7%
BCML BAYCOM CORP 0.0%
Value ($000) $28 Shares 1,028 Est. Cost $15.58 Unrealized +65.3%
DMLP DORCHESTER MINERALS LTD PARTNERSHIP 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $27.86 Unrealized
SAP SAP SE SPON ADR 0.0%
Value ($000) $28 Shares 91 Est. Cost $246.83 Unrealized
LOW LOWES COMPANIES INC 0.0%
Value ($000) $27 Shares 123 Est. Cost $178.91 Unrealized +23.3%
PLXS PLEXUS CORP 0.0%
Value ($000) $27 Shares 200 Est. Cost $53.00 Unrealized +141.9%
CMI CUMMINS INC 0.0%
Value ($000) $27 Shares 83 Est. Cost $133.61 Unrealized +128.8%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $27 Shares 350 Est. Cost $60.70 Unrealized +16.7%
VRT VERTIV HOLDINGS LLC CL A 0.0%
Value ($000) $26 Shares 206 Est. Cost $106.29 Unrealized -8.6%
GAL SPDR SSGA GLOBAL ALLOCATION ETF 0.0%
Value ($000) $26 Shares 557 Est. Cost $37.42 Unrealized
IBM INTL BUSINESS MACHINES CORP 0.0%
Value ($000) $25 Shares 86 Est. Cost $149.88 Unrealized +69.4%
PNC PNC FINANCIAL SERVICES GROUP INC 0.0%
Value ($000) $25 Shares 134 Est. Cost $189.31 Unrealized -12.3%
HPQ HP INC 0.0%
Value ($000) $25 Shares 1,018 Est. Cost $11.15 Unrealized +121.6%
CMCSA COMCAST CORP CL A 0.0%
Value ($000) $25 Shares 697 Est. Cost $39.22 Unrealized -13.5%
XLI INDUSTRIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $25 Shares 169 Est. Cost $62.99 Unrealized
USB U S BANCORP DE 0.0%
Value ($000) $25 Shares 547 Est. Cost $45.27 Unrealized -10.0%
UMBF UMB FINANCIAL CORP 0.0%
Value ($000) $25 Shares 235 Est. Cost $110.25 Unrealized -9.6%
CGXU CAPITAL GROUP INTL FOCUS EQUITY ETF 0.0%
Value ($000) $24 Shares 898 Est. Cost $11.76 Unrealized
SPOT SPOTIFY TECHNOLOGY SA 0.0%
Value ($000) $24 Shares 31 Est. Cost $478.24 Unrealized +34.2%
XHB SPDR SERIES TRUST S&P HOMEBUILDERS ETF 0.0%
Value ($000) $23 Shares 238 Est. Cost $95.85 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $23 Shares 181 Est. Cost $82.25 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $23 Shares 208 Est. Cost $67.04 Unrealized +55.7%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $23 Shares 104 Est. Cost $198.35 Unrealized +6.1%
GE GE AEROSPACE 0.0%
Value ($000) $22 Shares 86 Est. Cost $167.81 Unrealized +30.3%
SPSB SPDR PORTFOLIO SHORT TERM CORP BOND ETF 0.0%
Value ($000) $22 Shares 728 Est. Cost $30.66 Unrealized
SMR NUSCALE POWER CORP 0.0%
Value ($000) $22 Shares 550 Est. Cost $22.19 Unrealized +13.1%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $22 Shares 372 Est. Cost $70.51 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $21 Shares 94 Est. Cost $156.29 Unrealized +37.7%
BUG GLOBAL X CYBERSECURITY ETF 0.0%
Value ($000) $21 Shares 576 Est. Cost $28.32 Unrealized
TLT ISHARES 20 YR TREASURY BOND ETF 0.0%
Value ($000) $21 Shares 238 Est. Cost $87.24 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $20 Shares 228 Est. Cost $75.61 Unrealized
KVUE KENVUE INC 0.0%
Value ($000) $20 Shares 948 Est. Cost $21.68 Unrealized +2.2%
GSK GSK PLC SPON ADR 0.0%
Value ($000) $20 Shares 512 Est. Cost $33.87 Unrealized
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $19 Shares 599 Est. Cost $31.26 Unrealized -5.1%
CL COLGATE-PALMOLIVE COMPANY 0.0%
Value ($000) $19 Shares 214 Est. Cost $56.74 Unrealized +58.7%
LEU CENTRUS ENERGY CORP CL A 0.0%
Value ($000) $19 Shares 106 Est. Cost $93.40 Unrealized +14.3%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $19 Shares 29 Est. Cost $385.83 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS ETF 0.0%
Value ($000) $18 Shares 189 Est. Cost $88.93 Unrealized
OSK OSHKOSH CORP 0.0%
Value ($000) $18 Shares 154 Est. Cost $84.48 Unrealized +13.4%
DFAX DIMENSIONAL WORLD EX U S CORE EQUITY 2 ETF 0.0%
Value ($000) $17 Shares 589 Est. Cost $24.93 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $17 Shares 214 Est. Cost $78.68 Unrealized
DFAC DIMENSIONAL U S CORE EQUITY 2 ETF 0.0%
Value ($000) $17 Shares 472 Est. Cost $34.62 Unrealized
LQD ISHARES IBOXX IBOXX $INVESTMENT GRADE CORP BOND ETF 0.0%
Value ($000) $17 Shares 153 Est. Cost $106.91 Unrealized
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $17 Shares 501 Est. Cost $32.57 Unrealized +1.4%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $16 Shares 40 Est. Cost $532.51 Unrealized -21.7%
BLACKROCK UTILITIES INFRASTRUCTURE & POWER OPPORTUNITIES TRUST 0.0%
Value ($000) $16 Shares 614 Est. Cost $2.58 Unrealized
NTRS NORTHERN TRUST CORP 0.0%
Value ($000) $16 Shares 123 Est. Cost $99.01 Unrealized +1.5%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $16 Shares 76 Est. Cost $137.28 Unrealized +35.3%
YUM YUM BRANDS INC 0.0%
Value ($000) $15 Shares 104 Est. Cost $71.17 Unrealized +102.6%
IXP ISHARES GLOBAL COMM SERVICES ETF 0.0%
Value ($000) $15 Shares 137 Est. Cost $96.67 Unrealized
BABA ALIBABA GROUP HOLDING LTD SPONS ADS REPSTG 8 ORD SHS 0.0%
Value ($000) $15 Shares 135 Est. Cost $108.23 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $15 Shares 147 Est. Cost $97.99 Unrealized +0.1%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $15 Shares 252 Est. Cost $0.04 Unrealized
DFUS DIMENSIONAL U S EQUITY MARKET ETF 0.0%
Value ($000) $15 Shares 223 Est. Cost $63.69 Unrealized
TPR TAPESTRY INC 0.0%
Value ($000) $15 Shares 170 Est. Cost $62.21 Unrealized +20.5%
SIRI SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $15 Shares 646 Est. Cost $25.44 Unrealized -15.4%
INTC INTEL CORP 0.0%
Value ($000) $15 Shares 658 Est. Cost $31.21 Unrealized -33.6%
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $15 Shares 123 Est. Cost $52.46 Unrealized
TPLC TIMOTHY PLAN U S LARGE MID CAP CORE ETF 0.0%
Value ($000) $15 Shares 325 Est. Cost $31.65 Unrealized
BKR BAKER HUGHES CO 0.0%
Value ($000) $15 Shares 380 Est. Cost $28.29 Unrealized +31.8%
WELL WELLTOWER INC 0.0%
Value ($000) $14 Shares 94 Est. Cost $55.71 Unrealized +165.5%
ONON ON HOLDING AG CL A 0.0%
Value ($000) $14 Shares 271 Est. Cost $36.54 Unrealized +39.5%
BX BLACKSTONE INC 0.0%
Value ($000) $14 Shares 94 Est. Cost $79.51 Unrealized +69.9%
MAGA POINT BRIDGE AMERICA FIRST ETF 0.0%
Value ($000) $14 Shares 277 Est. Cost $36.10 Unrealized
FXG FIRST TRUST CONSUMER STAPLES ALPHADEX ETF 0.0%
Value ($000) $14 Shares 218 Est. Cost $42.20 Unrealized
BMY BRISTOL MYERS SQUIBB COMPANY 0.0%
Value ($000) $14 Shares 296 Est. Cost $50.81 Unrealized -7.1%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $14 Shares 150 Est. Cost $104.38 Unrealized -8.1%
SVAL ISHARES US SMALL CAP VALUE FACTOR ETF 0.0%
Value ($000) $13 Shares 432 Est. Cost $32.48 Unrealized
ETR ENTERGY CORP 0.0%
Value ($000) $13 Shares 160 Est. Cost $69.96 Unrealized +16.2%
KR KROGER CO 0.0%
Value ($000) $13 Shares 185 Est. Cost $52.03 Unrealized +31.1%
TJX TJX COS INC 0.0%
Value ($000) $13 Shares 106 Est. Cost $63.80 Unrealized +97.3%
HMC HONDA MOTOR LTD ADR REPSTG 3 ORD 0.0%
Value ($000) $13 Shares 452 Est. Cost $28.14 Unrealized
WSO WATSCO INC CL A 0.0%
Value ($000) $13 Shares 29 Est. Cost $506.45 Unrealized -8.4%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $13 Shares 46 Est. Cost $264.09 Unrealized +1.5%
D DOMINION ENERGY INC 0.0%
Value ($000) $12 Shares 218 Est. Cost $55.27 Unrealized -3.8%
ENB ENBRIDGE INC 0.0%
Value ($000) $12 Shares 271 Est. Cost $33.47 Unrealized +30.8%
DOV DOVER CORP 0.0%
Value ($000) $12 Shares 67 Est. Cost $68.50 Unrealized +152.1%
BTI BRITISH AMERN TOBACCO PLC SPONS ADR 25P 0.0%
Value ($000) $12 Shares 254 Est. Cost $39.28 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 0.0%
Value ($000) $12 Shares 55 Est. Cost $129.60 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $12 Shares 50 Est. Cost $203.83 Unrealized +1.1%
DEO DIAGEO PLC SPON ADR 0.0%
Value ($000) $12 Shares 115 Est. Cost $126.67 Unrealized
DAL DELTA AIRLINES INC 0.0%
Value ($000) $11 Shares 233 Est. Cost $41.95 Unrealized +8.6%
PFF ISHARES PREFERRED & INCOME SECS ETF 0.0%
Value ($000) $11 Shares 365 Est. Cost $34.87 Unrealized
EADSY AIRBUS SE ADR 0.0%
Value ($000) $11 Shares 209 Est. Cost $40.01 Unrealized
NSRGY NESTLE S A SPON ADR REPSTG REG SHS 0.0%
Value ($000) $11 Shares 108 Est. Cost $5.72 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $11 Shares 154 Est. Cost $33.52 Unrealized
VST VISTRA CORP 0.0%
Value ($000) $10 Shares 54 Est. Cost $148.62 Unrealized -0.8%
FDIF FIDELITY DISRUPTORS ETF 0.0%
Value ($000) $10 Shares 308 Est. Cost $0.03 Unrealized
EWW ISHARES MSCI MEXICO ETF 0.0%
Value ($000) $10 Shares 169 Est. Cost $67.11 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $10 Shares 95 Est. Cost $88.03 Unrealized +14.9%
WWJD INSPIRE INTERNATIONAL ETF 0.0%
Value ($000) $10 Shares 292 Est. Cost $1.17 Unrealized
IPAY AMPLIFY DIGITAL PAYMENTS ETF 0.0%
Value ($000) $10 Shares 163 Est. Cost $46.78 Unrealized
CYBER ARK SOFTWARE LTD 0.0%
Value ($000) $10 Shares 24 Est. Cost $41.18 Unrealized
BLES INSPIRE GLOBAL HOPE ETF 0.0%
Value ($000) $9 Shares 233 Est. Cost $0.03 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $9 Shares 73 Est. Cost $93.00 Unrealized +24.2%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $9 Shares 120 Est. Cost $62.94 Unrealized +18.5%
GFL GFL ENVIRONMENTAL INC SUB VOTING SHARES 0.0%
Value ($000) $9 Shares 185 Est. Cost $43.48 Unrealized +12.9%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $9 Shares 67 Est. Cost $118.80 Unrealized +14.6%
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $9 Shares 188 Est. Cost $38.03 Unrealized +1.3%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $9 Shares 169 Est. Cost $71.43 Unrealized -28.9%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $9 Shares 84 Est. Cost $65.64 Unrealized +52.8%
CART MAPLEBEAR INC 0.0%
Value ($000) $9 Shares 196 Est. Cost $25.14 Unrealized +72.9%
FE FIRSTENERGY CORP 0.0%
Value ($000) $9 Shares 219 Est. Cost $31.71 Unrealized +27.0%
DIVI FRANKLIN INTL CORE DIVIDEND TILT INDEX ETF 0.0%
Value ($000) $9 Shares 246 Est. Cost $31.26 Unrealized
MKC MC CORMICK & CO INC NON VOTING 0.0%
Value ($000) $9 Shares 115 Est. Cost $51.36 Unrealized +42.9%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $9 Shares 237 Est. Cost $15.83 Unrealized +130.7%
AMTM AMENTUM HOLDINGS INC 0.0%
Value ($000) $9 Shares 365 Est. Cost $28.49 Unrealized -26.6%
GRMN GARMIN LTD 0.0%
Value ($000) $9 Shares 41 Est. Cost $113.04 Unrealized +73.5%
AFL AFLAC INC 0.0%
Value ($000) $9 Shares 81 Est. Cost $37.93 Unrealized +173.2%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $9 Shares 52 Est. Cost $202.75 Unrealized -12.9%
EWSB EWSB BANCORP INC 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $9.46 Unrealized 0.0%
COPX GLOBAL X COPPER MINERS ETF 0.0%
Value ($000) $8 Shares 186 Est. Cost $0.92 Unrealized
ISMD INSPIRE SMALL MIDCAP ETF 0.0%
Value ($000) $8 Shares 235 Est. Cost $0.03 Unrealized
BMI BADGER METER INC 0.0%
Value ($000) $8 Shares 34 Est. Cost $180.48 Unrealized +24.8%
CMG CHIPOTLE MEXICAN GRILL INC CL A 0.0%
Value ($000) $8 Shares 148 Est. Cost $61.25 Unrealized -16.9%
NU NU HOLDINGS LTD CL A 0.0%
Value ($000) $8 Shares 600 Est. Cost $11.64 Unrealized +2.8%
VOE VANGUARD MID CAP VALUE ETF 0.0%
Value ($000) $8 Shares 49 Est. Cost $161.78 Unrealized
UBS UBS GROUP AG 0.0%
Value ($000) $8 Shares 233 Est. Cost $20.59 Unrealized +50.3%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $8 Shares 232 Est. Cost $32.80 Unrealized +3.5%
OLN OLIN CORP 0.0%
Value ($000) $7 Shares 358 Est. Cost $21.78 Unrealized -6.8%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $7 Shares 52 Est. Cost $97.69 Unrealized +33.7%
DVN DEVON ENERGY CORP 0.0%
Value ($000) $7 Shares 217 Est. Cost $25.40 Unrealized +23.0%
XIACF XIAOMI CORP CL B 0.0%
Value ($000) $7 Shares 860 Est. Cost $3.43 Unrealized +88.3%
ABNB AIRBNB INC CL A 0.0%
Value ($000) $7 Shares 50 Est. Cost $130.14 Unrealized -2.7%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $7 Shares 35 Est. Cost $12.97 Unrealized +1084.9%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $6 Shares 15 Est. Cost $0.27 Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $6 Shares 62 Est. Cost $89.68 Unrealized -3.5%
XMHQ INVESCO S&P MIDCAP QUALITY ETF 0.0%
Value ($000) $6 Shares 64 Est. Cost $97.23 Unrealized
TCEHY TENCENT HOLDINGS LTD UNSPON ADR 0.0%
Value ($000) $6 Shares 96 Est. Cost $50.95 Unrealized
SCZ ISHARES MSCI EAFE SMALL CAP ETF 0.0%
Value ($000) $6 Shares 84 Est. Cost $60.75 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $6 Shares 73 Est. Cost $78.62 Unrealized
STX SEAGATE TECHNOLOGY HOLDINGS PUBLIC LTD CO 0.0%
Value ($000) $6 Shares 40 Est. Cost $78.30 Unrealized +30.8%
IQDF FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX ETF 0.0%
Value ($000) $5 Shares 201 Est. Cost $23.27 Unrealized
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $5 Shares 121 Est. Cost $44.85 Unrealized -0.3%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value ($000) $5 Shares 85 Est. Cost $55.85 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $5 Shares 89 Est. Cost $29.76 Unrealized +102.0%
GWW GRAINGER W W INC 0.0%
Value ($000) $5 Shares 5 Est. Cost $371.45 Unrealized +178.1%
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value ($000) $5 Shares 120 Est. Cost $41.44 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $5 Shares 454 Est. Cost $26.81 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $5 Shares 57 Est. Cost $61.20 Unrealized +35.9%
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD 0.0%
Value ($000) $5 Shares 254 Est. Cost $25.28 Unrealized -29.2%
IPGP IPG PHOTONICS CORP 0.0%
Value ($000) $5 Shares 75 Est. Cost $134.25 Unrealized -53.5%
SNPS SYNOPSYS INC 0.0%
Value ($000) $5 Shares 10 Est. Cost $565.46 Unrealized -17.6%
VBK VANGUARD SMALL CAP GROWTH ETF 0.0%
Value ($000) $5 Shares 18 Est. Cost $264.44 Unrealized
B BARRICK MINING CORP 0.0%
Value ($000) $5 Shares 231 Est. Cost $19.29 Unrealized 0.0%
RUM RUMBLE INC CL A 0.0%
Value ($000) $5 Shares 530 Est. Cost $9.42 Unrealized -9.2%
EVGO EVGO INC CL A 0.0%
Value ($000) $5 Shares 1,278 Est. Cost $7.04 Unrealized -51.4%
FDS FACTSET RESEARCH SYSTEMS INC 0.0%
Value ($000) $5 Shares 10 Est. Cost $242.13 Unrealized +79.4%
CRWD CROWDSTRIKE HOLDINGS INC CL A 0.0%
Value ($000) $5 Shares 9 Est. Cost $284.07 Unrealized +52.6%
EG EVEREST GROUP LTD 0.0%
Value ($000) $4 Shares 13 Est. Cost $368.63 Unrealized -6.8%
CCL CARNIVAL CORP PAIRED CTF 1 COM CARNIVL CRP & 1 TR SH BEN INT P&O PRINCESS 0.0%
Value ($000) $4 Shares 152 Est. Cost $17.67 Unrealized +21.1%
CECO CECO ENVIRONMENTAL CORP 0.0%
Value ($000) $4 Shares 150 Est. Cost $24.22 Unrealized +2.8%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $4 Shares 12 Est. Cost $250.86 Unrealized +37.3%
ECL ECOLAB INC 0.0%
Value ($000) $4 Shares 16 Est. Cost $187.78 Unrealized +34.4%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $4 Shares 23 Est. Cost $70.69 Unrealized +122.7%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $4 Shares 12 Est. Cost $312.03 Unrealized
BYDDY BYD CO LTD UNSPON ADR 0.0%
Value ($000) $4 Shares 44 Est. Cost $40.19 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $4 Shares 52 Est. Cost $51.23 Unrealized
AA ALCOA CORP 0.0%
Value ($000) $4 Shares 132 Est. Cost $34.30 Unrealized -21.9%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $4 Shares 20 Est. Cost $198.20 Unrealized
NVEC NVE CORP 0.0%
Value ($000) $4 Shares 53 Est. Cost $78.95 Unrealized -16.3%
NEAR ISHARES SHORT DURATION BOND ACTIVE ETF 0.0%
Value ($000) $4 Shares 75 Est. Cost $48.30 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $4 Shares 49 Est. Cost $62.18 Unrealized +14.3%
GM GENERAL MOTORS CO 0.0%
Value ($000) $4 Shares 74 Est. Cost $26.84 Unrealized +75.3%
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value ($000) $4 Shares 20 Est. Cost $97.78 Unrealized +74.3%
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $4 Shares 12 Est. Cost $156.29 Unrealized +93.5%
EQIX EQUINIX INC PAR $0.001 0.0%
Value ($000) $3 Shares 4 Est. Cost $674.73 Unrealized +23.9%
RGR STURM RUGER & CO INC 0.0%
Value ($000) $3 Shares 94 Est. Cost $66.53 Unrealized -44.2%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $3 Shares 10 Est. Cost $110.92 Unrealized +151.9%
ALB ALBEMARLE CORP 0.0%
Value ($000) $3 Shares 52 Est. Cost $92.75 Unrealized -37.1%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $3 Shares 19 Est. Cost $146.82 Unrealized +2.8%
COWZ PACER U S CASH COWS 100 ETF 0.0%
Value ($000) $3 Shares 58 Est. Cost $51.99 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $3 Shares 133 Est. Cost $43.06 Unrealized -44.8%
REMX VANECK RARE EARTH STRATEGIC METALS ETF 0.0%
Value ($000) $3 Shares 77 Est. Cost $1.08 Unrealized
HHDS HIGHLANDS REIT INC 0.0%
Value ($000) $3 Shares 10,000 Est. Cost $0.30 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $3 Shares 44 Est. Cost $57.17 Unrealized
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $3 Shares 58 Est. Cost $35.01 Unrealized
PBF PBF ENERGY INC CL A 0.0%
Value ($000) $3 Shares 140 Est. Cost $41.01 Unrealized -53.7%
SFM SPROUTS FARMERS MARKET INC 0.0%
Value ($000) $3 Shares 18 Est. Cost $132.91 Unrealized +22.9%
UAL UNITED AIRLINES HOLDINGS INC 0.0%
Value ($000) $3 Shares 37 Est. Cost $84.54 Unrealized -12.9%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $3 Shares 17 Est. Cost $226.50 Unrealized -20.3%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $3 Shares 12 Est. Cost $188.17 Unrealized
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $3 Shares 440 Est. Cost $19.64 Unrealized -70.0%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $3 Shares 42 Est. Cost $49.60 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $3 Shares 43 Est. Cost $66.30 Unrealized -9.7%
PSP INVESCO GLOBAL LISTED PRIVATE EQUITY ETF 0.0%
Value ($000) $3 Shares 40 Est. Cost $66.78 Unrealized
SWBI SMITH & WESSON BRANDS INC 0.0%
Value ($000) $3 Shares 312 Est. Cost $17.64 Unrealized -46.3%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $124.75 Unrealized +293.0%
BGS B&G FOODS INC 0.0%
Value ($000) $3 Shares 638 Est. Cost $15.14 Unrealized -69.7%
SCHD SCHWAB U S DIVIDEND EQUITY ETF 0.0%
Value ($000) $3 Shares 102 Est. Cost $27.15 Unrealized
TOST TOAST INC CL A 0.0%
Value ($000) $3 Shares 59 Est. Cost $37.44 Unrealized +5.0%
DHR DANAHER CORP 0.0%
Value ($000) $3 Shares 13 Est. Cost $232.41 Unrealized -16.9%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $3 Shares 102 Est. Cost $23.95 Unrealized +3.6%
DKNG DRAFTKINGS INC CL A 0.0%
Value ($000) $3 Shares 60 Est. Cost $35.86 Unrealized 0.0%
TISI TEAM INC 0.0%
Value ($000) $3 Shares 140 Est. Cost $7.61 Unrealized +165.1%
DFAT DIMENSIONAL U S TARGET VALUE ETF 0.0%
Value ($000) $2 Shares 43 Est. Cost $55.86 Unrealized
ZNOG ZION OIL & GAS INC 0.0%
Value ($000) $2 Shares 12,000 Est. Cost $0.16 Unrealized -3.5%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $2 Shares 23 Est. Cost $95.95 Unrealized -7.6%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $2 Shares 19 Est. Cost $108.97 Unrealized -8.2%
ACHR ARCHER AVIATION INC CL A 0.0%
Value ($000) $2 Shares 200 Est. Cost $9.36 Unrealized 0.0%
ADSK AUTODESK INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $263.53 Unrealized +7.7%
CDNS CADENCE DESIGN SYSTEMS INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $290.70 Unrealized +0.0%
HRTX HERON THERAPEUTICS INC 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $16.43 Unrealized -87.6%
PCAR PACCAR INC 0.0%
Value ($000) $2 Shares 22 Est. Cost $103.81 Unrealized -12.9%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $2 Shares 31 Est. Cost $33.17 Unrealized +94.9%
BIIB BIOGEN INC 0.0%
Value ($000) $2 Shares 16 Est. Cost $297.86 Unrealized -58.2%
SCHB SCHWAB U S BROAD MARKET ETF 0.0%
Value ($000) $2 Shares 84 Est. Cost $23.90 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $2 Shares 17 Est. Cost $129.46 Unrealized +0.7%
HII HUNTINGTON INGALLS INDUSTRIES INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $220.44 Unrealized 0.0%
CALF PACER U S SMALL CAP CASH COWS ETF 0.0%
Value ($000) $2 Shares 48 Est. Cost $43.56 Unrealized
KNOP KNOT OFFSHORE PARTNERS LP COM UNITS REPSTG PARTNERSHIP LTD INT 0.0%
Value ($000) $2 Shares 305 Est. Cost $7.03 Unrealized -8.2%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $2 Shares 6 Est. Cost $218.15 Unrealized +8.2%
BIDU BAIDU INC SPON ADR REPSTG ORD SHS CL A 0.0%
Value ($000) $2 Shares 22 Est. Cost $37.53 Unrealized
WU WESTERN UNION CO 0.0%
Value ($000) $2 Shares 219 Est. Cost $11.77 Unrealized
TEM TEMPUS AI INC CL A 0.0%
Value ($000) $2 Shares 29 Est. Cost $53.98 Unrealized +6.2%
MTW MANITOWOC COMPANY INC 0.0%
Value ($000) $2 Shares 152 Est. Cost $10.12 Unrealized -3.1%
CRLBF CRESCO LABS INC SUB VTG 0.0%
Value ($000) $2 Shares 3,530 Est. Cost $1.66 Unrealized -61.3%
IMOS CHIPMOS TECHNOLOGIES INC SPON ADR 0.0%
Value ($000) $2 Shares 100 Est. Cost $23.40 Unrealized
IWC ISHARES MICROCAP ETF 0.0%
Value ($000) $2 Shares 14 Est. Cost $130.36 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $227.05 Unrealized 0.0%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $176.96 Unrealized -34.8%
RIVN RIVIAN AUTOMOTIVE INC CL A 0.0%
Value ($000) $2 Shares 127 Est. Cost $76.89 Unrealized -82.4%
ACGL ARCH CAPITAL GROUP LTD 0.0%
Value ($000) $2 Shares 19 Est. Cost $98.18 Unrealized -6.0%
S SENTINELONE INC CL A 0.0%
Value ($000) $2 Shares 90 Est. Cost $44.56 Unrealized -59.0%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $2 Shares 7 Est. Cost $165.88 Unrealized +9.0%
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $2 Shares 48 Est. Cost $30.96 Unrealized -0.5%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX ETF 0.0%
Value ($000) $2 Shares 47 Est. Cost $70.65 Unrealized
EZA ISHARES MSCI SOUTH AFRICA ETF 0.0%
Value ($000) $2 Shares 28 Est. Cost $35.71 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $1 Shares 18 Est. Cost $68.94 Unrealized +14.6%
UTHR UNITED THERAPEUTICS CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $367.56 Unrealized -18.7%
BLNK BLINK CHARGING CO 0.0%
Value ($000) $1 Shares 1,500 Est. Cost $1.77 Unrealized -54.8%
PTON PELOTON INTERACTIVE INC CL A 0.0%
Value ($000) $1 Shares 200 Est. Cost $43.49 Unrealized -85.1%
NVS NOVARTIS AG SPON ADR 0.0%
Value ($000) $1 Shares 11 Est. Cost $97.27 Unrealized
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $1 Shares 25 Est. Cost $43.47 Unrealized -0.0%
RPD RAPID7 INC 0.0%
Value ($000) $1 Shares 55 Est. Cost $16.91 Unrealized +40.2%
ASB ASSOCIATED BANC CORP 0.0%
Value ($000) $1 Shares 52 Est. Cost $14.32 Unrealized +53.6%
NVO NOVO NORDISK AS ADR 0.0%
Value ($000) $1 Shares 18 Est. Cost $86.00 Unrealized
BYD CO LTD BONUS ISSUE PENDING CREDIT DATE 0.0%
Value ($000) $1 Shares 80 Est. Cost $15.60 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $1 Shares 10 Est. Cost $123.15 Unrealized -17.7%
BCYC BICYCLE THERAPEUTICS PLC SPON ADS REPSTG 1 SHS 0.0%
Value ($000) $1 Shares 172 Est. Cost $20.24 Unrealized
PCRHY PANASONIC HOLDINGS CORP ADR 0.0%
Value ($000) $1 Shares 106 Est. Cost $8.22 Unrealized
MATV MATIV HOLDINGS INC 0.0%
Value ($000) $1 Shares 161 Est. Cost $19.13 Unrealized -70.6%
IFNNY INFINEON TECHNOLOGIES AG SPONSORED ADR 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized
CX CEMEX S A B DE CV SPONS ADR NEW REPS TEN ORD PARTICIPATION CERTS 0.0%
Value ($000) $1 Shares 143 Est. Cost $8.00 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.0%
Value ($000) $1 Shares 4 Est. Cost $246.75 Unrealized
GWLLY GREAT WALL MOTOR CO LTD ADR 0.0%
Value ($000) $1 Shares 60 Est. Cost $16.67 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $64.27 Unrealized
STLA STELLANTIS N V 0.0%
Value ($000) $1 Shares 93 Est. Cost $12.85 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $1 Shares 3 Est. Cost $305.00 Unrealized
AVNS AVANOS MEDICAL INC 0.0%
Value ($000) $1 Shares 67 Est. Cost $61.29 Unrealized -79.5%
MUSA MURPHY USA INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $507.74 Unrealized -10.8%
QS QUANTUMSCAPE CORP CL A 0.0%
Value ($000) $1 Shares 117 Est. Cost $52.44 Unrealized -91.9%
AMPLIFY ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $1 Shares 38 Est. Cost $3.31 Unrealized
BRCC BRC INC CL A 0.0%
Value ($000) $1 Shares 500 Est. Cost $17.65 Unrealized -89.5%
BYDDF BYD CO LTD SHS H 0.0%
Value ($000) $1 Shares 40 Est. Cost $9.88 Unrealized +67.9%
DJT TRUMP MEDIA & TECHNOLOGY GROUP CORP 0.0%
Value ($000) $1 Shares 34 Est. Cost $62.33 Unrealized -65.1%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $1 Shares 62 Est. Cost $52.10 Unrealized -86.1%
GEV GE VERNOVA LLC 0.0%
Value ($000) $1 Shares 1 Est. Cost $304.56 Unrealized +36.6%
OILK PROSHARES K-1 FREE CRUDE OIL ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
LUMN LUMEN TECHNOLOGIES INC LA 0.0%
Value ($000) $1 Shares 117 Est. Cost $8.72 Unrealized -55.6%
XPEV XPENG INC ADS REPSTG CL A ORD SHS 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.71 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $199.81 Unrealized +12.8%
ARKF ARK FINTECH INNOVATION ETF 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
PSQH PSQ HOLDINGS INC CL A 0.0%
Value ($000) $0 Shares 220 Est. Cost $11.87 Unrealized -82.8%
TMC TMC THE METALS CO INC 0.0%
Value ($000) $0 Shares 66 Est. Cost $3.83 Unrealized 0.0%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $0 Shares 11 Est. Cost $90.91 Unrealized
BHF BRIGHTHOUSE FINANCIAL INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $51.43 Unrealized +9.3%
MONOGRAM TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 130 Est. Cost $0.01 Unrealized
DNA GINKGO BIOWORKS HOLDINGS INC CL A 0.0%
Value ($000) $0 Shares 33 Est. Cost $8.57 Unrealized -9.6%
DJTWW TRUMP & MEDIA WTS EXP 03/25/29 TECHNOLOGY GROUP CORP 0.0%
Value ($000) $0 Shares 32 Est. Cost Unrealized
PAAA PGIM AAA CLO ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost $51.86 Unrealized
SOTGY SUNNY OPTICAL TECH GRP COMPANY LTD ADR 0.0%
Value ($000) $0 Shares 4 Est. Cost $250.00 Unrealized
FCEL FUELCELL ENERGY INC 0.0%
Value ($000) $0 Shares 62 Est. Cost $9.91 Unrealized -51.0%
CSIQ CANADIAN SOLAR INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $17.18 Unrealized -43.7%
GNENF GANFENG LITHIUM GROUP CO LTD SHS H 0.0%
Value ($000) $0 Shares 106 Est. Cost $10.07 Unrealized -75.3%
DDD 3D SYSTEMS CORP DEL 0.0%
Value ($000) $0 Shares 184 Est. Cost $1.81 Unrealized 0.0%
SNAP SNAP INC CL A 0.0%
Value ($000) $0 Shares 25 Est. Cost $20.97 Unrealized -60.4%
MRNA MODERNA INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $255.87 Unrealized -89.7%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $71.08 Unrealized -2.2%
CGAU CENTERRA GOLD INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $4.34 Unrealized +56.8%
LWLG LIGHTWAVE LOGIC INC 0.0%
Value ($000) $0 Shares 110 Est. Cost $9.56 Unrealized -89.0%
PLUR PLURI INC 0.0%
Value ($000) $0 Shares 26 Est. Cost $5.64 Unrealized -18.1%
HYLN HYLIION HOLDINGS CORP CL A 0.0%
Value ($000) $0 Shares 89 Est. Cost $22.75 Unrealized -93.6%
AMARIN CORP PLC SPON ADS 0.0%
Value ($000) $0 Shares 7 Est. Cost $20.83 Unrealized
SJM SMUCKER JM COMPANY 0.0%
Value ($000) $0 Shares 1 Est. Cost $84.54 Unrealized +26.8%
WOLFSPEED INC 0.0%
Value ($000) $0 Shares 238 Est. Cost $43.21 Unrealized
MAGN MAGNERA CORP 0.0%
Value ($000) $0 Shares 8 Est. Cost $20.46 Unrealized -32.8%
DNP SELECT INCOME FUND INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $1.21 Unrealized
WNDW SOLARWINDOW TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 216 Est. Cost $5.33 Unrealized -94.7%
CGC CANOPY GROWTH CORP 0.0%
Value ($000) $0 Shares 22 Est. Cost $8.60 Unrealized -84.5%
ACB AURORA CANNABIS INC NO PAR 0.0%
Value ($000) $0 Shares 4 Est. Cost $6.33 Unrealized -23.5%
TPICQ TPI COMPOSITES INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $60.15 Unrealized -98.3%
KPLT KATAPULT HOLDINGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $15.13 Unrealized -45.9%
AMC AMC ENTERTAINMENT HOLDINGS INC CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $29.64 Unrealized -90.0%
DOGP DOGECOIN CASH INC 0.0%
Value ($000) $0 Shares 93 Est. Cost $5.37 Unrealized -99.4%
DMKPQ DMK PHARMACEUTICALS CORP PAR $0.0001 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
SUNPOWER CORP 0.0%
Value ($000) $0 Shares 52 Est. Cost $19.23 Unrealized
INRE INLAND REAL ESTATE INCOME TRUST INC 0.0%
Value ($000) $0 Shares 2,593 Est. Cost Unrealized
AFFU AFFLUENCE CORP 0.0%
Value ($000) $0 Shares 1,100 Est. Cost $0.00 Unrealized -84.8%
VERTICAL COMPUTER SYSTEMS INC NEW 0.0%
Value ($000) $0 Shares 1,883 Est. Cost Unrealized
GLATFELTER CORP OLD 0.0%
Value ($000) $0 Shares 143 Est. Cost $1.80 Unrealized
DOGECOIN CASH INC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
SEII SHARING ECONOMY INTL INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.03 Unrealized -99.7%
CANNABIS SCIENCE INC 0.0%
Value ($000) $0 Shares 4,800 Est. Cost Unrealized
ISHARES SUBMITTED FOR ESCROW DEVELOPED EX U S 0.0%
Value ($000) $0 Shares 68 Est. Cost Unrealized
CRRC CORP LTD SHS H 0.0%
Value ($000) $0 Shares 1,400 Est. Cost $0.71 Unrealized
CNNXF CANNAMERICA BRANDS CORP 0.0%
Value ($000) $0 Shares 1,800 Est. Cost $0.19 Unrealized -100.0%