Blume Capital Management, Inc. Diversified Active

CIK: 0001587192 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 6, 2025

Total Value ($000): $446,927 (99.4% shares, 0.6% debt)

Holdings (457)

AAPL APPLE INC 4.4%
Value ($000) $19,451 Shares 87,565 Est. Cost $88.11 Unrealized +161.9%
DFCF DIMENSIONAL ETF TRUST 4.1%
Value ($000) $18,222 Shares 433,248 Est. Cost $41.58 Unrealized
DFIC DIMENSIONAL ETF TRUST 3.9%
Value ($000) $17,581 Shares 633,109 Est. Cost $20.16 Unrealized
XLE SELECT SECTOR SPDR TR 3.4%
Value ($000) $15,305 Shares 163,773 Est. Cost $38.10 Unrealized
SCHW SCHWAB CHARLES CORP 3.1%
Value ($000) $14,061 Shares 179,620 Est. Cost $47.79 Unrealized +62.5%
GOOG ALPHABET INC 2.9%
Value ($000) $13,073 Shares 83,675 Est. Cost $107.08 Unrealized +70.4%
TOTR T ROWE PRICE ETF INC 2.7%
Value ($000) $12,171 Shares 299,719 Est. Cost $39.99 Unrealized
UBER UBER TECHNOLOGIES INC 2.7%
Value ($000) $11,988 Shares 164,533 Est. Cost $34.19 Unrealized +110.7%
SGOV ISHARES TR 2.6%
Value ($000) $11,706 Shares 116,284 Est. Cost $100.68 Unrealized
JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $11,168 Shares 67,343 Est. Cost $100.89 Unrealized +51.1%
META META PLATFORMS INC 2.4%
Value ($000) $10,855 Shares 18,834 Est. Cost $158.93 Unrealized +304.7%
XHLF BONDBLOXX ETF TRUST 2.4%
Value ($000) $10,827 Shares 215,019 Est. Cost $50.30 Unrealized
FDX FEDEX CORP 2.4%
Value ($000) $10,562 Shares 43,326 Est. Cost $164.72 Unrealized +54.0%
COF CAPITAL ONE FINL CORP 2.3%
Value ($000) $10,502 Shares 58,575 Est. Cost $82.90 Unrealized +125.3%
BAC BANK AMERICA CORP 2.3%
Value ($000) $10,314 Shares 247,149 Est. Cost $29.17 Unrealized +49.6%
C CITIGROUP INC 2.3%
Value ($000) $10,134 Shares 142,748 Est. Cost $46.96 Unrealized +58.7%
CMCSA COMCAST CORP NEW 2.2%
Value ($000) $9,801 Shares 265,597 Est. Cost $32.51 Unrealized +7.8%
AMZN AMAZON COM INC 2.1%
Value ($000) $9,199 Shares 48,351 Est. Cost $107.94 Unrealized +101.0%
WFC WELLS FARGO CO NEW 2.0%
Value ($000) $9,019 Shares 125,624 Est. Cost $33.31 Unrealized +121.2%
DIS DISNEY WALT CO 2.0%
Value ($000) $8,815 Shares 89,306 Est. Cost $108.60 Unrealized -2.1%
VTEB VANGUARD MUN BD FDS 2.0%
Value ($000) $8,725 Shares 175,845 Est. Cost $49.53 Unrealized
MSFT MICROSOFT CORP 1.9%
Value ($000) $8,385 Shares 22,338 Est. Cost $56.46 Unrealized +617.4%
DFEM DIMENSIONAL ETF TRUST 1.9%
Value ($000) $8,285 Shares 313,111 Est. Cost $22.59 Unrealized
BKR BAKER HUGHES COMPANY 1.6%
Value ($000) $7,365 Shares 167,586 Est. Cost $20.87 Unrealized +109.9%
FCX FREEPORT-MCMORAN INC 1.6%
Value ($000) $6,979 Shares 184,349 Est. Cost $35.55 Unrealized +6.4%
DFEV DIMENSIONAL ETF TRUST 1.6%
Value ($000) $6,953 Shares 257,048 Est. Cost $23.84 Unrealized
GS GOLDMAN SACHS GROUP INC 1.5%
Value ($000) $6,772 Shares 12,397 Est. Cost $211.35 Unrealized +179.5%
IBB ISHARES TR 1.5%
Value ($000) $6,545 Shares 51,169 Est. Cost $147.75 Unrealized
AMAT APPLIED MATLS INC 1.4%
Value ($000) $6,341 Shares 43,694 Est. Cost $76.68 Unrealized +117.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.4%
Value ($000) $6,097 Shares 11,448 Est. Cost $142.36 Unrealized +241.5%
MU MICRON TECHNOLOGY INC 1.3%
Value ($000) $5,710 Shares 65,714 Est. Cost $66.72 Unrealized +43.5%
CNH CNH INDL N V 1.2%
Value ($000) $5,477 Shares 446,040 Est. Cost $11.66 Unrealized +5.5%
JPM JPMORGAN CHASE & CO. 1.2%
Value ($000) $5,390 Shares 21,975 Est. Cost $72.40 Unrealized +246.6%
COST COSTCO WHSL CORP NEW 1.2%
Value ($000) $5,381 Shares 5,689 Est. Cost $126.80 Unrealized +665.4%
VTI VANGUARD INDEX FDS 1.2%
Value ($000) $5,297 Shares 19,274 Est. Cost $144.05 Unrealized
ELV ELEVANCE HEALTH INC 1.1%
Value ($000) $5,061 Shares 11,636 Est. Cost $408.00 Unrealized -3.4%
GBIL GOLDMAN SACHS ETF TR 1.1%
Value ($000) $4,825 Shares 48,163 Est. Cost $100.00 Unrealized
PFE PFIZER INC 1.1%
Value ($000) $4,780 Shares 188,633 Est. Cost $26.11 Unrealized -5.4%
CVS CVS HEALTH CORP 1.0%
Value ($000) $4,582 Shares 67,634 Est. Cost $62.20 Unrealized -6.8%
GDX VANECK ETF TRUST 0.9%
Value ($000) $4,080 Shares 88,762 Est. Cost $20.73 Unrealized
RIO RIO TINTO PLC 0.9%
Value ($000) $4,029 Shares 67,058 Est. Cost $58.44 Unrealized
WY WEYERHAEUSER CO MTN BE 0.9%
Value ($000) $3,809 Shares 130,101 Est. Cost $20.48 Unrealized +40.9%
DE DEERE & CO 0.8%
Value ($000) $3,469 Shares 7,392 Est. Cost $334.95 Unrealized +37.8%
VGIT VANGUARD SCOTTSDALE FDS 0.7%
Value ($000) $3,066 Shares 51,610 Est. Cost $59.32 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.7%
Value ($000) $2,910 Shares 48,699 Est. Cost $49.90 Unrealized
BIL SPDR SER TR 0.6%
Value ($000) $2,878 Shares 31,371 Est. Cost $91.43 Unrealized
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $2,864 Shares 26,422 Est. Cost $123.13 Unrealized +2.9%
GTLS CHART INDS INC 0.6%
Value ($000) $2,571 Shares 17,807 Est. Cost $131.86 Unrealized +39.7%
SLB SCHLUMBERGER LTD 0.6%
Value ($000) $2,536 Shares 60,677 Est. Cost $39.64 Unrealized +0.6%
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $2,503 Shares 4,475 Est. Cost $543.52 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $2,402 Shares 20,197 Est. Cost $58.50 Unrealized +83.3%
BND VANGUARD BD INDEX FDS 0.5%
Value ($000) $2,041 Shares 27,785 Est. Cost $69.78 Unrealized
XFIV BONDBLOXX ETF TRUST 0.4%
Value ($000) $1,773 Shares 36,115 Est. Cost $47.97 Unrealized
ALB ALBEMARLE CORP 0.4%
Value ($000) $1,604 Shares 22,265 Est. Cost $116.80 Unrealized -31.7%
NTR NUTRIEN LTD 0.4%
Value ($000) $1,579 Shares 31,796 Est. Cost $49.45 Unrealized +1.4%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,425 Shares 15,211 Est. Cost $51.11 Unrealized +71.8%
AA ALCOA CORP 0.3%
Value ($000) $1,314 Shares 43,085 Est. Cost $33.54 Unrealized +3.2%
GOOGL ALPHABET INC 0.3%
Value ($000) $1,305 Shares 8,442 Est. Cost $106.55 Unrealized +69.6%
DFNM DIMENSIONAL ETF TRUST 0.3%
Value ($000) $1,292 Shares 27,152 Est. Cost $48.00 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,276 Shares 6,024 Est. Cost $64.03 Unrealized +209.9%
KO COCA COLA CO 0.3%
Value ($000) $1,206 Shares 16,840 Est. Cost $27.93 Unrealized +132.6%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,106 Shares 6,610 Est. Cost $90.72 Unrealized +65.9%
EXPE EXPEDIA GROUP INC 0.2%
Value ($000) $990 Shares 5,888 Est. Cost $122.34 Unrealized +47.8%
CHWY CHEWY INC 0.2%
Value ($000) $978 Shares 30,081 Est. Cost $18.65 Unrealized +92.4%
V VISA INC 0.2%
Value ($000) $970 Shares 2,769 Est. Cost $122.98 Unrealized +173.5%
FISV FISERV INC 0.2%
Value ($000) $965 Shares 4,369 Est. Cost $99.93 Unrealized +119.1%
EQT EQT CORP 0.2%
Value ($000) $868 Shares 16,245 Est. Cost $34.24 Unrealized +47.6%
DFIS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $846 Shares 32,750 Est. Cost $21.51 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $647 Shares 6,601 Est. Cost $37.60 Unrealized +168.6%
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $604 Shares 18,322 Est. Cost $26.92 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $581 Shares 2,902 Est. Cost $62.95 Unrealized +210.9%
GLD SPDR GOLD TR 0.1%
Value ($000) $542 Shares 1,880 Est. Cost $149.77 Unrealized
CCJ CAMECO CORP 0.1%
Value ($000) $538 Shares 13,077 Est. Cost $46.87 Unrealized +0.2%
ABNB AIRBNB INC 0.1%
Value ($000) $533 Shares 4,464 Est. Cost $129.63 Unrealized +3.3%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $528 Shares 1,963 Est. Cost $108.52 Unrealized +169.5%
DFIV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $518 Shares 13,150 Est. Cost $26.73 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $438 Shares 95 Est. Cost $1951.72 Unrealized +143.3%
CHTR CHARTER COMMUNICATIONS INC N 0.1%
Value ($000) $430 Shares 1,168 Est. Cost $317.98 Unrealized +12.5%
AVGO BROADCOM INC 0.1%
Value ($000) $426 Shares 2,544 Est. Cost $145.22 Unrealized +44.5%
MTN VAIL RESORTS INC 0.1%
Value ($000) $424 Shares 2,652 Est. Cost $166.23 Unrealized -0.0%
VDE VANGUARD WORLD FD 0.1%
Value ($000) $423 Shares 3,260 Est. Cost $57.81 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $416 Shares 4,933 Est. Cost $14.41 Unrealized +509.4%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $396 Shares 3,533 Est. Cost $58.09 Unrealized +73.0%
TAXX BONDBLOXX ETF TRUST 0.1%
Value ($000) $362 Shares 7,150 Est. Cost $50.37 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $356 Shares 1,506 Est. Cost $111.07 Unrealized +112.1%
CSCO CISCO SYS INC 0.1%
Value ($000) $352 Shares 5,711 Est. Cost $42.95 Unrealized +39.9%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $349 Shares 1,729 Est. Cost $141.13 Unrealized +50.9%
DSI ISHARES TR 0.1%
Value ($000) $343 Shares 3,350 Est. Cost $77.04 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $292 Shares 1,104 Est. Cost $76.12 Unrealized +222.4%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $285 Shares 555 Est. Cost $466.28 Unrealized
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $269 Shares 10,000 Est. Cost $36.10 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $267 Shares 1,783 Est. Cost $97.69 Unrealized +46.9%
QCOM QUALCOMM INC 0.1%
Value ($000) $263 Shares 1,709 Est. Cost $80.38 Unrealized +98.7%
GEV GE VERNOVA INC 0.1%
Value ($000) $249 Shares 817 Est. Cost $175.46 Unrealized +98.4%
DUSA DAVIS FUNDAMENTAL ETF TR 0.1%
Value ($000) $249 Shares 5,875 Est. Cost $42.32 Unrealized
VTEC VANGUARD CALIF TAX FREE FDS 0.1%
Value ($000) $246 Shares 2,500 Est. Cost $100.48 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $241 Shares 3,309 Est. Cost $74.98 Unrealized +4.2%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $236 Shares 1,382 Est. Cost $133.52 Unrealized +38.5%
WMT WALMART INC 0.1%
Value ($000) $234 Shares 2,667 Est. Cost $44.93 Unrealized +106.9%
HRL HORMEL FOODS CORP 0.1%
Value ($000) $232 Shares 7,500 Est. Cost $34.38 Unrealized -16.4%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $223 Shares 900 Est. Cost $184.43 Unrealized +35.9%
AFL AFLAC INC 0.0%
Value ($000) $223 Shares 2,005 Est. Cost $30.70 Unrealized +239.0%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $221 Shares 743 Est. Cost $179.69 Unrealized +59.3%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $219 Shares 1,006 Est. Cost $180.88 Unrealized +4.8%
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $217 Shares 8,898 Est. Cost $37.28 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $216 Shares 8,354 Est. Cost $23.07 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $214 Shares 2,800 Est. Cost $74.77 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $207 Shares 417 Est. Cost $307.66 Unrealized +79.8%
MRK MERCK & CO INC 0.0%
Value ($000) $206 Shares 2,300 Est. Cost $57.83 Unrealized +55.8%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $200 Shares 365 Est. Cost $136.88 Unrealized +296.0%
BLK BLACKROCK INC 0.0%
Value ($000) $199 Shares 210 Est. Cost $991.05 Unrealized -2.9%
HD HOME DEPOT INC 0.0%
Value ($000) $198 Shares 541 Est. Cost $173.36 Unrealized +119.6%
PAYX PAYCHEX INC 0.0%
Value ($000) $195 Shares 1,265 Est. Cost $88.48 Unrealized +61.8%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $185 Shares 95 Est. Cost $1736.70 Unrealized +14.3%
CRM SALESFORCE INC 0.0%
Value ($000) $183 Shares 681 Est. Cost $126.13 Unrealized +145.0%
IWB ISHARES TR 0.0%
Value ($000) $169 Shares 550 Est. Cost $134.59 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $166 Shares 532 Est. Cost $131.47 Unrealized +118.5%
INTRA-CELLULAR THERAPIES INC 0.0%
Value ($000) $165 Shares 1,250 Est. Cost $22.56 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $164 Shares 427 Est. Cost $377.04 Unrealized +13.7%
COP CONOCOPHILLIPS 0.0%
Value ($000) $162 Shares 1,541 Est. Cost $53.73 Unrealized +80.2%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $162 Shares 325 Est. Cost $471.13 Unrealized +14.6%
LIN LINDE PLC 0.0%
Value ($000) $154 Shares 330 Est. Cost $322.30 Unrealized +37.9%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $152 Shares 291 Est. Cost $459.57 Unrealized +8.7%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $151 Shares 609 Est. Cost $104.43 Unrealized +129.3%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $148 Shares 1,350 Est. Cost $47.09 Unrealized +109.0%
MMM 3M CO 0.0%
Value ($000) $147 Shares 1,000 Est. Cost $107.97 Unrealized +33.9%
MANAGED PORTFOLIO SERIES 0.0%
Value ($000) $143 Shares 3,944 Est. Cost $22.54 Unrealized
VUSB VANGUARD BD INDEX FDS 0.0%
Value ($000) $141 Shares 2,819 Est. Cost $49.00 Unrealized
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $140 Shares 3,547 Est. Cost $47.18 Unrealized -22.2%
TMSL T ROWE PRICE ETF INC 0.0%
Value ($000) $137 Shares 4,500 Est. Cost $31.95 Unrealized
SHOO MADDEN STEVEN LTD 0.0%
Value ($000) $133 Shares 5,000 Est. Cost $37.34 Unrealized -8.2%
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $132 Shares 4,497 Est. Cost $40.89 Unrealized -17.9%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $127 Shares 748 Est. Cost $82.07 Unrealized +99.8%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $127 Shares 3,396 Est. Cost $30.26 Unrealized +14.3%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $122 Shares 2,007 Est. Cost $42.39 Unrealized +30.9%
MCD MCDONALDS CORP 0.0%
Value ($000) $121 Shares 388 Est. Cost $171.61 Unrealized +70.7%
SNPS SYNOPSYS INC 0.0%
Value ($000) $121 Shares 281 Est. Cost $253.95 Unrealized +91.3%
IVV ISHARES TR 0.0%
Value ($000) $120 Shares 214 Est. Cost $470.33 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $115 Shares 1,624 Est. Cost $71.00 Unrealized -3.3%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $115 Shares 500 Est. Cost $86.50 Unrealized +162.8%
T AT&T INC 0.0%
Value ($000) $113 Shares 4,000 Est. Cost $14.86 Unrealized +63.8%
DHI D R HORTON INC 0.0%
Value ($000) $111 Shares 875 Est. Cost $59.35 Unrealized +123.7%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $111 Shares 3,600 Est. Cost $23.22 Unrealized +27.3%
TMFG RBB FD INC 0.0%
Value ($000) $111 Shares 4,000 Est. Cost $32.08 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $110 Shares 1,000 Est. Cost $54.25 Unrealized +119.0%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $107 Shares 971 Est. Cost $59.31 Unrealized +60.6%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $106 Shares 2,326 Est. Cost $35.74 Unrealized +10.8%
DFAR DIMENSIONAL ETF TRUST 0.0%
Value ($000) $104 Shares 4,361 Est. Cost $21.10 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $93 Shares 456 Est. Cost $73.00 Unrealized +197.2%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $90 Shares 2,330 Est. Cost $27.91 Unrealized +34.2%
GPC GENUINE PARTS CO 0.0%
Value ($000) $83 Shares 698 Est. Cost $102.69 Unrealized +13.8%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $81 Shares 1,013 Est. Cost $50.68 Unrealized +61.0%
HYDB ISHARES TR 0.0%
Value ($000) $79 Shares 1,670 Est. Cost $47.09 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $78 Shares 850 Est. Cost $100.60 Unrealized 0.0%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $78 Shares 3,630 Est. Cost $29.87 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $78 Shares 1,280 Est. Cost $33.00 Unrealized +99.1%
SYK STRYKER CORPORATION 0.0%
Value ($000) $77 Shares 208 Est. Cost $240.87 Unrealized +56.6%
NYT NEW YORK TIMES CO 0.0%
Value ($000) $75 Shares 1,505 Est. Cost $17.93 Unrealized +176.8%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $74 Shares 1,836 Est. Cost $49.43 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $74 Shares 607 Est. Cost $41.87 Unrealized +186.8%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $74 Shares 250 Est. Cost $237.99 Unrealized +26.2%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $73 Shares 400 Est. Cost $175.70 Unrealized +1.2%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $70 Shares 301 Est. Cost $81.34 Unrealized +176.8%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $68 Shares 840 Est. Cost $71.08 Unrealized +20.7%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $67 Shares 150 Est. Cost $137.24 Unrealized +226.7%
TRMB TRIMBLE INC 0.0%
Value ($000) $66 Shares 1,000 Est. Cost $72.23 Unrealized -0.5%
EEM ISHARES TR 0.0%
Value ($000) $66 Shares 1,500 Est. Cost $40.97 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $64 Shares 930 Est. Cost $78.30 Unrealized +20.6%
SHM SPDR SER TR 0.0%
Value ($000) $64 Shares 1,348 Est. Cost $48.47 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $62 Shares 1,065 Est. Cost $96.72 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $60 Shares 2,400 Est. Cost $43.32 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $60 Shares 570 Est. Cost $165.84 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $57 Shares 359 Est. Cost $88.21 Unrealized +55.3%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $57 Shares 121 Est. Cost $366.48 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $56 Shares 229 Est. Cost $158.00 Unrealized +46.8%
GGAL GRUPO FINANCIERO GALICIA S.A 0.0%
Value ($000) $55 Shares 1,004 Est. Cost $54.47 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $54 Shares 209 Est. Cost $218.39 Unrealized +52.6%
EOG EOG RES INC 0.0%
Value ($000) $52 Shares 404 Est. Cost $42.59 Unrealized +193.8%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $52 Shares 400 Est. Cost $86.97 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $51 Shares 2,005 Est. Cost $23.87 Unrealized +7.2%
ADSK AUTODESK INC 0.0%
Value ($000) $48 Shares 185 Est. Cost $288.38 Unrealized -1.4%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $48 Shares 611 Est. Cost $75.68 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $48 Shares 2,032 Est. Cost $46.40 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $47 Shares 1,102 Est. Cost $35.94 Unrealized +23.0%
FNDB SCHWAB STRATEGIC TR 0.0%
Value ($000) $46 Shares 2,000 Est. Cost $34.42 Unrealized
VPU VANGUARD WORLD FD 0.0%
Value ($000) $44 Shares 255 Est. Cost $139.59 Unrealized
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $43 Shares 307 Est. Cost $146.85 Unrealized -0.2%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $43 Shares 810 Est. Cost $32.91 Unrealized +60.3%
LOGI LOGITECH INTL S A 0.0%
Value ($000) $42 Shares 500 Est. Cost $100.02 Unrealized -7.3%
ORCL ORACLE CORP 0.0%
Value ($000) $42 Shares 300 Est. Cost $33.72 Unrealized +379.1%
GIS GENERAL MLS INC 0.0%
Value ($000) $42 Shares 700 Est. Cost $32.89 Unrealized +76.2%
HIMS HIMS & HERS HEALTH INC 0.0%
Value ($000) $41 Shares 1,382 Est. Cost $23.28 Unrealized +59.5%
CHE CHEMED CORP NEW 0.0%
Value ($000) $40 Shares 65 Est. Cost $541.43 Unrealized +4.5%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $40 Shares 1,500 Est. Cost $36.21 Unrealized
TUR ISHARES INC 0.0%
Value ($000) $38 Shares 1,150 Est. Cost $32.82 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $36 Shares 175 Est. Cost $173.74 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $36 Shares 300 Est. Cost $118.76 Unrealized -4.3%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $36 Shares 139 Est. Cost $197.05 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $36 Shares 550 Est. Cost $125.59 Unrealized -38.1%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $35 Shares 320 Est. Cost $166.27 Unrealized -32.2%
CNX CNX RES CORP 0.0%
Value ($000) $35 Shares 1,100 Est. Cost $9.89 Unrealized +204.4%
ACES ALPS ETF TR 0.0%
Value ($000) $34 Shares 1,500 Est. Cost $31.82 Unrealized
KMX CARMAX INC 0.0%
Value ($000) $34 Shares 435 Est. Cost $66.93 Unrealized +19.8%
VEREN INC 0.0%
Value ($000) $33 Shares 5,000 Est. Cost $7.51 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $33 Shares 156 Est. Cost $179.10 Unrealized +5.7%
IAU ISHARES GOLD TR 0.0%
Value ($000) $32 Shares 550 Est. Cost $33.50 Unrealized
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $32 Shares 150 Est. Cost $161.66 Unrealized +29.6%
RRC RANGE RES CORP 0.0%
Value ($000) $32 Shares 800 Est. Cost $6.95 Unrealized +453.8%
EIX EDISON INTL 0.0%
Value ($000) $29 Shares 500 Est. Cost $40.28 Unrealized +36.1%
FTV FORTIVE CORP 0.0%
Value ($000) $29 Shares 400 Est. Cost $40.21 Unrealized +45.4%
IEFA ISHARES TR 0.0%
Value ($000) $29 Shares 383 Est. Cost $68.82 Unrealized
EC ECOPETROL S A 0.0%
Value ($000) $28 Shares 2,675 Est. Cost $10.44 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $28 Shares 1,050 Est. Cost $33.36 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $26 Shares 1,165 Est. Cost $27.86 Unrealized -21.5%
CLX CLOROX CO DEL 0.0%
Value ($000) $26 Shares 175 Est. Cost $63.81 Unrealized +131.9%
KBWB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $25 Shares 400 Est. Cost $51.62 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $25 Shares 30 Est. Cost $576.46 Unrealized +43.4%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $24 Shares 1,100 Est. Cost $7.36 Unrealized +183.3%
NFLX NETFLIX INC 0.0%
Value ($000) $24 Shares 26 Est. Cost $68.12 Unrealized +39.6%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $24 Shares 234 Est. Cost $124.26 Unrealized -10.5%
BAX BAXTER INTL INC 0.0%
Value ($000) $24 Shares 700 Est. Cost $29.26 Unrealized +10.0%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $24 Shares 1,112 Est. Cost $38.53 Unrealized
DFGR DIMENSIONAL ETF TRUST 0.0%
Value ($000) $24 Shares 905 Est. Cost $26.26 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $23 Shares 34 Est. Cost $714.44 Unrealized
BANCOLOMBIA S A 0.0%
Value ($000) $22 Shares 544 Est. Cost $40.20 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $22 Shares 224 Est. Cost $82.22 Unrealized +20.9%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $22 Shares 40 Est. Cost $200.00 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $20 Shares 127 Est. Cost $31.82 Unrealized +393.7%
OAKM HARRIS OAKMARK ETF TRUST 0.0%
Value ($000) $20 Shares 800 Est. Cost $24.45 Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $20 Shares 1,102 Est. Cost $21.34 Unrealized -3.8%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $19 Shares 250 Est. Cost $60.70 Unrealized +22.7%
URNM SPROTT FDS TR 0.0%
Value ($000) $18 Shares 570 Est. Cost $40.57 Unrealized
AMX AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $18 Shares 1,290 Est. Cost $14.22 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $18 Shares 100 Est. Cost $101.80 Unrealized +90.6%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $18 Shares 200 Est. Cost $55.62 Unrealized +62.5%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $17 Shares 611 Est. Cost $27.80 Unrealized
EWZ ISHARES INC 0.0%
Value ($000) $17 Shares 650 Est. Cost $23.54 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $17 Shares 266 Est. Cost $41.12 Unrealized +49.0%
MBC MASTERBRAND INC 0.0%
Value ($000) $17 Shares 1,280 Est. Cost $8.19 Unrealized +85.6%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $17 Shares 45 Est. Cost $133.33 Unrealized
VAL VALARIS LTD 0.0%
Value ($000) $17 Shares 425 Est. Cost $63.65 Unrealized -32.7%
NE NOBLE CORP PLC 0.0%
Value ($000) $17 Shares 700 Est. Cost $33.98 Unrealized -21.3%
SYNA SYNAPTICS INC 0.0%
Value ($000) $16 Shares 250 Est. Cost $168.15 Unrealized -56.9%
RTX RTX CORPORATION 0.0%
Value ($000) $16 Shares 120 Est. Cost $91.54 Unrealized +36.3%
GDXJ VANECK ETF TRUST 0.0%
Value ($000) $16 Shares 275 Est. Cost $38.74 Unrealized
DVYE ISHARES INC 0.0%
Value ($000) $16 Shares 575 Est. Cost $26.27 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $16 Shares 550 Est. Cost $15.22 Unrealized +75.5%
CBRE GBL REAL ESTATE INC FD 0.0%
Value ($000) $15 Shares 3,000 Est. Cost $7.93 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $15 Shares 65 Est. Cost $203.74 Unrealized +18.8%
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $15 Shares 300 Est. Cost $47.30 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $15 Shares 4,675 Est. Cost $3.96 Unrealized -11.4%
GSK GSK PLC 0.0%
Value ($000) $14 Shares 360 Est. Cost $32.84 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $59.26 Unrealized +112.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $13 Shares 80 Est. Cost $166.00 Unrealized
EATON VANCE TAX-MANAGED BUY- 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $12.33 Unrealized
GOLD A-MARK PRECIOUS METALS INC 0.0%
Value ($000) $13 Shares 500 Est. Cost $35.06 Unrealized -21.1%
PSX PHILLIPS 66 0.0%
Value ($000) $12 Shares 99 Est. Cost $119.26 Unrealized 0.0%
WDAY WORKDAY INC 0.0%
Value ($000) $12 Shares 51 Est. Cost $255.22 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $11 Shares 262 Est. Cost $48.50 Unrealized +20.9%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $11 Shares 164 Est. Cost $94.79 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $11 Shares 1,041 Est. Cost $8.08 Unrealized +29.4%
DFSE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $10 Shares 300 Est. Cost $30.44 Unrealized
TSLX SIXTH STREET SPECIALTY LENDI 0.0%
Value ($000) $10 Shares 450 Est. Cost $16.62 Unrealized +33.9%
ETSY ETSY INC 0.0%
Value ($000) $10 Shares 206 Est. Cost $36.35 Unrealized +40.9%
TEM TEMPUS AI INC 0.0%
Value ($000) $10 Shares 200 Est. Cost $53.98 Unrealized 0.0%
PDFS PDF SOLUTIONS INC 0.0%
Value ($000) $10 Shares 500 Est. Cost $17.92 Unrealized +37.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $10 Shares 159 Est. Cost $36.60 Unrealized +39.4%
CACI CACI INTL INC 0.0%
Value ($000) $9 Shares 25 Est. Cost $269.16 Unrealized +42.2%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $9 Shares 60 Est. Cost $115.44 Unrealized +11.8%
UROY URANIUM RTY CORP 0.0%
Value ($000) $9 Shares 5,000 Est. Cost $2.48 Unrealized -13.8%
WPC WP CAREY INC 0.0%
Value ($000) $9 Shares 139 Est. Cost $70.62 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $9 Shares 258 Est. Cost $31.96 Unrealized -2.9%
BA BOEING CO 0.0%
Value ($000) $9 Shares 50 Est. Cost $128.03 Unrealized +35.2%
FORM FORMFACTOR INC 0.0%
Value ($000) $8 Shares 300 Est. Cost $37.21 Unrealized -1.2%
SNA SNAP ON INC 0.0%
Value ($000) $8 Shares 25 Est. Cost $197.24 Unrealized +68.2%
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $8 Shares 600 Est. Cost $9.43 Unrealized +50.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $8 Shares 728 Est. Cost $62.44 Unrealized
LYFT LYFT INC 0.0%
Value ($000) $8 Shares 683 Est. Cost $12.08 Unrealized +7.8%
AMLP ALPS ETF TR 0.0%
Value ($000) $8 Shares 153 Est. Cost $39.22 Unrealized
UGI UGI CORP NEW 0.0%
Value ($000) $7 Shares 223 Est. Cost $49.97 Unrealized -36.6%
SHEL SHELL PLC 0.0%
Value ($000) $7 Shares 100 Est. Cost $50.00 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $7 Shares 31 Est. Cost $218.39 Unrealized 0.0%
QCLN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $7 Shares 250 Est. Cost $45.20 Unrealized
SAP SAP SE 0.0%
Value ($000) $7 Shares 26 Est. Cost $268.46 Unrealized
TTD THE TRADE DESK INC 0.0%
Value ($000) $7 Shares 125 Est. Cost $71.44 Unrealized +26.6%
DOCN DIGITALOCEAN HLDGS INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $58.40 Unrealized -33.1%
TOST TOAST INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $54.68 Unrealized -31.5%
KIM KIMCO RLTY CORP 0.0%
Value ($000) $6 Shares 300 Est. Cost $11.63 Unrealized +79.6%
YUM YUM BRANDS INC 0.0%
Value ($000) $6 Shares 40 Est. Cost $43.30 Unrealized +227.1%
ECC EAGLE POINT CREDIT COMPANY I 0.0%
Value ($000) $6 Shares 750 Est. Cost $6.67 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $6 Shares 111 Est. Cost $77.52 Unrealized -3.7%
F FORD MTR CO 0.0%
Value ($000) $6 Shares 597 Est. Cost $6.88 Unrealized +34.4%
XXCHNXX CHINA FD INC 0.0%
Value ($000) $6 Shares 466 Est. Cost $12.84 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $6 Shares 30 Est. Cost $197.17 Unrealized
INDIA FD INC 0.0%
Value ($000) $6 Shares 358 Est. Cost $15.77 Unrealized
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $6 Shares 70 Est. Cost $57.91 Unrealized +24.2%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $5 Shares 21 Est. Cost $274.46 Unrealized 0.0%
CAT CATERPILLAR INC 0.0%
Value ($000) $5 Shares 16 Est. Cost $239.67 Unrealized +46.8%
DFSI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $5 Shares 150 Est. Cost $30.45 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $5 Shares 108 Est. Cost $34.62 Unrealized +41.0%
UNILEVER PLC 0.0%
Value ($000) $5 Shares 81 Est. Cost $59.56 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $5 Shares 17 Est. Cost $245.29 Unrealized 0.0%
NOW SERVICENOW INC 0.0%
Value ($000) $5 Shares 6 Est. Cost $169.22 Unrealized +13.9%
OIH VANECK ETF TRUST 0.0%
Value ($000) $5 Shares 18 Est. Cost $166.67 Unrealized
VGZ VISTA GOLD CORP 0.0%
Value ($000) $4 Shares 5,400 Est. Cost $0.95 Unrealized -30.3%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $4 Shares 8 Est. Cost $338.40 Unrealized +65.2%
NTAP NETAPP INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $119.15 Unrealized -9.1%
SONY SONY GROUP CORP 0.0%
Value ($000) $4 Shares 170 Est. Cost $25.39 Unrealized
NBIS NEBIUS GROUP N.V. 0.0%
Value ($000) $4 Shares 200 Est. Cost $80.00 Unrealized -58.9%
GSBD GOLDMAN SACHS BDC INC 0.0%
Value ($000) $4 Shares 350 Est. Cost $18.90 Unrealized -33.8%
RELX RELX PLC 0.0%
Value ($000) $4 Shares 80 Est. Cost $50.41 Unrealized
AON AON PLC 0.0%
Value ($000) $4 Shares 10 Est. Cost $381.59 Unrealized 0.0%
MLPX GLOBAL X FDS 0.0%
Value ($000) $4 Shares 62 Est. Cost $44.63 Unrealized
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $4 Shares 23 Est. Cost $174.35 Unrealized 0.0%
IVT INVENTRUST PPTYS CORP 0.0%
Value ($000) $4 Shares 130 Est. Cost $26.50 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $4 Shares 20 Est. Cost $178.32 Unrealized +17.5%
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $4 Shares 80 Est. Cost $89.41 Unrealized -33.7%
BP BP PLC 0.0%
Value ($000) $4 Shares 104 Est. Cost $33.80 Unrealized
NU NU HLDGS LTD 0.0%
Value ($000) $3 Shares 340 Est. Cost $11.82 Unrealized 0.0%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 174 Est. Cost $24.70 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $3 Shares 5 Est. Cost $615.89 Unrealized 0.0%
CB CHUBB LIMITED 0.0%
Value ($000) $3 Shares 11 Est. Cost $187.04 Unrealized +47.7%
SE SEA LTD 0.0%
Value ($000) $3 Shares 24 Est. Cost $130.50 Unrealized
MFG MIZUHO FINANCIAL GROUP INC 0.0%
Value ($000) $3 Shares 556 Est. Cost $5.51 Unrealized
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $3 Shares 45 Est. Cost $68.40 Unrealized 0.0%
CPAY CORPAY INC 0.0%
Value ($000) $3 Shares 8 Est. Cost $361.31 Unrealized 0.0%
RPM RPM INTL INC 0.0%
Value ($000) $3 Shares 22 Est. Cost $121.57 Unrealized 0.0%
DURECT CORP 0.0%
Value ($000) $2 Shares 3,100 Est. Cost $3.46 Unrealized
INTU INTUIT 0.0%
Value ($000) $2 Shares 4 Est. Cost $597.47 Unrealized 0.0%
ING ING GROEP N.V. 0.0%
Value ($000) $2 Shares 123 Est. Cost $19.59 Unrealized
HUBS HUBSPOT INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $262.12 Unrealized +167.6%
ECL ECOLAB INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $249.61 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $52.21 Unrealized -8.1%
SUI SUN CMNTYS INC 0.0%
Value ($000) $2 Shares 16 Est. Cost $128.69 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $507.58 Unrealized 0.0%
ABT ABBOTT LABS 0.0%
Value ($000) $2 Shares 15 Est. Cost $125.48 Unrealized 0.0%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $2 Shares 28 Est. Cost $75.61 Unrealized 0.0%
BE BLOOM ENERGY CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $27.96 Unrealized -14.6%
TMUS T-MOBILE US INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $243.03 Unrealized 0.0%
GIL GILDAN ACTIVEWEAR INC 0.0%
Value ($000) $2 Shares 42 Est. Cost $49.10 Unrealized 0.0%
HPQ HP INC 0.0%
Value ($000) $2 Shares 63 Est. Cost $30.36 Unrealized 0.0%
RYAAY RYANAIR HOLDINGS PLC 0.0%
Value ($000) $2 Shares 40 Est. Cost $42.38 Unrealized
EPAM EPAM SYS INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $222.46 Unrealized -0.9%
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 55 Est. Cost $53.96 Unrealized -39.3%
CI THE CIGNA GROUP 0.0%
Value ($000) $2 Shares 5 Est. Cost $295.68 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $466.00 Unrealized 0.0%
MRNA MODERNA INC 0.0%
Value ($000) $1 Shares 49 Est. Cost $95.47 Unrealized -62.8%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $441.57 Unrealized 0.0%
PPC PILGRIMS PRIDE CORP 0.0%
Value ($000) $1 Shares 24 Est. Cost $50.02 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $1 Shares 84 Est. Cost $19.41 Unrealized 0.0%
EMBC EMBECTA CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $25.42 Unrealized -39.8%
ABRDN EMERGING MARKETS EX CH 0.0%
Value ($000) $1 Shares 253 Est. Cost $4.96 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $266.65 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $1 Shares 7 Est. Cost $162.09 Unrealized 0.0%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $1 Shares 22 Est. Cost $60.90 Unrealized 0.0%
WMB WILLIAMS COS INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $55.43 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $255.81 Unrealized 0.0%
ETN EATON CORP PLC 0.0%
Value ($000) $1 Shares 4 Est. Cost $308.54 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $1 Shares 17 Est. Cost $65.78 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $1 Shares 3 Est. Cost $348.12 Unrealized 0.0%
KKR KKR & CO INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $136.88 Unrealized 0.0%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $126.73 Unrealized 0.0%
EBAY EBAY INC. 0.0%
Value ($000) $1 Shares 15 Est. Cost $65.70 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.88 Unrealized 0.0%
EFX EQUIFAX INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $249.55 Unrealized 0.0%
BURL BURLINGTON STORES INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $259.14 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $1 Shares 3 Est. Cost $349.45 Unrealized 0.0%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $101.39 Unrealized 0.0%
CBRE CBRE GROUP INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $135.89 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $100.70 Unrealized 0.0%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $134.47 Unrealized 0.0%
RACE FERRARI N V 0.0%
Value ($000) $1 Shares 2 Est. Cost $42.47 Unrealized +958.9%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $1 Shares 7 Est. Cost $110.55 Unrealized 0.0%
DRVN DRIVEN BRANDS HLDGS INC 0.0%
Value ($000) $1 Shares 48 Est. Cost $16.35 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $1 Shares 27 Est. Cost $28.34 Unrealized 0.0%
EQIX EQUINIX INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $880.48 Unrealized 0.0%
IR INGERSOLL RAND INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $87.04 Unrealized 0.0%
CME CME GROUP INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $242.42 Unrealized 0.0%
CRH CRH PLC 0.0%
Value ($000) $1 Shares 9 Est. Cost $97.65 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $108.96 Unrealized 0.0%
JAMES HARDIE INDS PLC 0.0%
Value ($000) $1 Shares 33 Est. Cost $23.58 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $140.30 Unrealized 0.0%
SHOP SHOPIFY INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $34.02 Unrealized +220.3%
DASH DOORDASH INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $65.67 Unrealized +186.4%
XYL XYLEM INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $122.65 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $1 Shares 3 Est. Cost $269.39 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $381.06 Unrealized 0.0%
RBLX ROBLOX CORP 0.0%
Value ($000) $1 Shares 12 Est. Cost $62.86 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $76.16 Unrealized 0.0%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $319.37 Unrealized 0.0%
LEN LENNAR CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $123.11 Unrealized 0.0%
KLAC KLA CORP 0.0%
Value ($000) $1 Shares 1 Est. Cost $714.90 Unrealized 0.0%
MKC/V MCCORMICK & CO INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $76.30 Unrealized 0.0%
NKE NIKE INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $92.07 Unrealized -21.7%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $111.16 Unrealized -88.7%
PTC PTC INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $171.97 Unrealized 0.0%
TRGP TARGA RES CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $194.68 Unrealized 0.0%
USFD US FOODS HLDG CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $68.34 Unrealized 0.0%
MPC MARATHON PETE CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $145.16 Unrealized 0.0%
BX BLACKSTONE INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $158.19 Unrealized 0.0%
IHG INTERCONTINENTAL HOTELS GROU 0.0%
Value ($000) $1 Shares 5 Est. Cost $109.60 Unrealized
ADC AGREE RLTY CORP 0.0%
Value ($000) $1 Shares 7 Est. Cost $77.29 Unrealized
MTB M & T BK CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $184.51 Unrealized 0.0%
ICLR ICON PLC 0.0%
Value ($000) $1 Shares 3 Est. Cost $193.87 Unrealized 0.0%
ROST ROSS STORES INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $41.56 Unrealized +233.2%
LPX LOUISIANA PAC CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $104.37 Unrealized 0.0%
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $0 Shares 2 Est. Cost $263.86 Unrealized 0.0%
IT GARTNER INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $492.81 Unrealized 0.0%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $151.84 Unrealized 0.0%
WAT WATERS CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $387.18 Unrealized 0.0%
AR ANTERO RESOURCES CORP 0.0%
Value ($000) $0 Shares 9 Est. Cost $38.35 Unrealized 0.0%
SNAP SNAP INC 0.0%
Value ($000) $0 Shares 41 Est. Cost $16.34 Unrealized -36.2%
CSX CSX CORP 0.0%
Value ($000) $0 Shares 12 Est. Cost $31.31 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $0 Shares 6 Est. Cost $52.12 Unrealized 0.0%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $24.38 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $161.93 Unrealized 0.0%
GPK GRAPHIC PACKAGING HLDG CO 0.0%
Value ($000) $0 Shares 13 Est. Cost $26.75 Unrealized 0.0%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $348.21 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $0 Shares 1 Est. Cost $295.41 Unrealized 0.0%
DDOG DATADOG INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $126.18 Unrealized 0.0%
AMCOR PLC 0.0%
Value ($000) $0 Shares 28 Est. Cost $9.64 Unrealized 0.0%
APP APPLOVIN CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $344.61 Unrealized 0.0%
PODD INSULET CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $270.64 Unrealized 0.0%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $80.44 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $278.09 Unrealized 0.0%
NLOP NET LEASE OFFICE PROPERTIES 0.0%
Value ($000) $0 Shares 8 Est. Cost $18.50 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $223.35 Unrealized 0.0%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $240.27 Unrealized 0.0%
FAST FASTENAL CO 0.0%
Value ($000) $0 Shares 3 Est. Cost $36.85 Unrealized 0.0%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $19.24 Unrealized +40.3%
ZM ZOOM COMMUNICATIONS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $79.69 Unrealized 0.0%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $205.35 Unrealized 0.0%
CPNG COUPANG INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $23.24 Unrealized 0.0%
MAT MATTEL INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $19.84 Unrealized 0.0%
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $0 Shares 3 Est. Cost $54.56 Unrealized +2.1%
WH WYNDHAM HOTELS & RESORTS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $101.42 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $9.06 Unrealized +10.6%
HESS CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $160.00 Unrealized
WCC WESCO INTL INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $177.37 Unrealized 0.0%
FRONTIER COMMUNICATIONS PARE 0.0%
Value ($000) $0 Shares 4 Est. Cost $36.00 Unrealized
AM ANTERO MIDSTREAM CORP 0.0%
Value ($000) $0 Shares 8 Est. Cost $15.67 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $129.79 Unrealized 0.0%
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $67.28 Unrealized 0.0%
INO INOVIO PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 83 Est. Cost $8.63 Unrealized -76.7%
DOCS DOXIMITY INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $63.15 Unrealized 0.0%
CE CELANESE CORP DEL 0.0%
Value ($000) $0 Shares 2 Est. Cost $62.32 Unrealized 0.0%
AES AES CORP 0.0%
Value ($000) $0 Shares 8 Est. Cost $20.61 Unrealized -46.6%
PINS PINTEREST INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $33.88 Unrealized 0.0%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $0 Shares 5 Est. Cost $19.42 Unrealized 0.0%
SEDG SOLAREDGE TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $72.17 Unrealized -78.5%
MRP MILLROSE PPTYS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $26.67 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $0 Shares 1 Est. Cost $68.81 Unrealized 0.0%
CPRT COPART INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $56.28 Unrealized 0.0%
CURB CURBLINE PPTYS CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $23.50 Unrealized
BTE BAYTEX ENERGY CORP 0.0%
Value ($000) $0 Shares 15 Est. Cost $3.71 Unrealized -36.8%
ESI ELEMENT SOLUTIONS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $25.25 Unrealized 0.0%
SITC SITE CTRS CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $61.00 Unrealized