Blume Capital Management, Inc. Diversified Active

CIK: 0001587192 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 30, 2025

Total Value ($000): $497,041 (98.7% shares, 1.3% debt)

Holdings (436)

AAPL APPLE INC 4.3%
Value ($000) $21,346 Shares 104,039 Est. Cost $106.05 Unrealized +89.9%
DFIC DIMENSIONAL ETF TRUST 4.1%
Value ($000) $20,461 Shares 658,134 Est. Cost $20.57 Unrealized
DFCF DIMENSIONAL ETF TRUST 3.7%
Value ($000) $18,161 Shares 429,738 Est. Cost $41.58 Unrealized
SCHW SCHWAB CHARLES CORP 3.1%
Value ($000) $15,461 Shares 169,454 Est. Cost $47.79 Unrealized +74.0%
UBER UBER TECHNOLOGIES INC 3.1%
Value ($000) $15,377 Shares 164,811 Est. Cost $34.19 Unrealized +140.8%
GOOG ALPHABET INC 3.0%
Value ($000) $14,895 Shares 83,965 Est. Cost $107.08 Unrealized +53.9%
SGOV ISHARES TR 2.8%
Value ($000) $14,161 Shares 140,635 Est. Cost $100.68 Unrealized
XLE SELECT SECTOR SPDR TR 2.8%
Value ($000) $14,039 Shares 165,538 Est. Cost $38.60 Unrealized
COF CAPITAL ONE FINL CORP 2.7%
Value ($000) $13,588 Shares 63,864 Est. Cost $91.36 Unrealized +102.5%
META META PLATFORMS INC 2.7%
Value ($000) $13,266 Shares 17,974 Est. Cost $158.93 Unrealized +288.0%
C CITIGROUP INC 2.6%
Value ($000) $13,128 Shares 154,233 Est. Cost $48.76 Unrealized +46.0%
TOTR T ROWE PRICE ETF INC 2.4%
Value ($000) $12,002 Shares 295,682 Est. Cost $39.99 Unrealized
BAC BANK AMERICA CORP 2.4%
Value ($000) $11,943 Shares 252,379 Est. Cost $29.42 Unrealized +40.9%
DIS DISNEY WALT CO 2.2%
Value ($000) $11,145 Shares 89,874 Est. Cost $108.60 Unrealized -5.3%
MSFT MICROSOFT CORP 2.2%
Value ($000) $10,805 Shares 21,723 Est. Cost $56.46 Unrealized +665.8%
AMZN AMAZON COM INC 2.2%
Value ($000) $10,802 Shares 49,236 Est. Cost $109.55 Unrealized +80.6%
CMCSA COMCAST CORP NEW 2.1%
Value ($000) $10,595 Shares 296,865 Est. Cost $32.65 Unrealized +3.8%
JNJ JOHNSON & JOHNSON 2.1%
Value ($000) $10,279 Shares 67,292 Est. Cost $100.89 Unrealized +49.5%
WFC WELLS FARGO CO NEW 2.1%
Value ($000) $10,232 Shares 127,711 Est. Cost $33.93 Unrealized +109.7%
FDX FEDEX CORP 2.0%
Value ($000) $10,050 Shares 44,213 Est. Cost $165.73 Unrealized +29.9%
FCX FREEPORT-MCMORAN INC 2.0%
Value ($000) $9,905 Shares 228,481 Est. Cost $35.96 Unrealized +4.8%
DFEM DIMENSIONAL ETF TRUST 2.0%
Value ($000) $9,891 Shares 333,261 Est. Cost $23.02 Unrealized
XHLF BONDBLOXX ETF TRUST 1.9%
Value ($000) $9,678 Shares 192,260 Est. Cost $50.30 Unrealized
MU MICRON TECHNOLOGY INC 1.6%
Value ($000) $8,194 Shares 66,482 Est. Cost $67.03 Unrealized +39.1%
AMAT APPLIED MATLS INC 1.6%
Value ($000) $8,066 Shares 44,062 Est. Cost $76.68 Unrealized +105.3%
DFEV DIMENSIONAL ETF TRUST 1.6%
Value ($000) $7,819 Shares 260,708 Est. Cost $23.93 Unrealized
GS GOLDMAN SACHS GROUP INC 1.5%
Value ($000) $7,694 Shares 10,871 Est. Cost $211.35 Unrealized +170.5%
VTEB VANGUARD MUN BD FDS 1.5%
Value ($000) $7,579 Shares 154,575 Est. Cost $49.53 Unrealized
BIL SPDR SERIES TRUST 1.5%
Value ($000) $7,331 Shares 79,923 Est. Cost $91.61 Unrealized
NVDA NVIDIA CORPORATION 1.5%
Value ($000) $7,271 Shares 46,025 Est. Cost $124.28 Unrealized +1.2%
IBB ISHARES TR 1.3%
Value ($000) $6,475 Shares 51,185 Est. Cost $147.75 Unrealized
BKR BAKER HUGHES COMPANY 1.3%
Value ($000) $6,445 Shares 168,096 Est. Cost $20.87 Unrealized +78.6%
JPM JPMORGAN CHASE & CO. 1.3%
Value ($000) $6,304 Shares 21,744 Est. Cost $72.40 Unrealized +249.0%
SPY SPDR S&P 500 ETF TR 1.2%
Value ($000) $6,179 Shares 10,000 Est. Cost $543.52 Unrealized
VTI VANGUARD INDEX FDS 1.2%
Value ($000) $5,872 Shares 19,319 Est. Cost $144.05 Unrealized
CNH CNH INDL N V 1.2%
Value ($000) $5,788 Shares 446,640 Est. Cost $11.66 Unrealized +4.8%
COST COSTCO WHSL CORP NEW 1.1%
Value ($000) $5,638 Shares 5,695 Est. Cost $126.80 Unrealized +681.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value ($000) $5,487 Shares 11,295 Est. Cost $142.36 Unrealized +256.7%
GBIL GOLDMAN SACHS ETF TR 1.0%
Value ($000) $4,887 Shares 48,792 Est. Cost $100.00 Unrealized
PFE PFIZER INC 0.9%
Value ($000) $4,715 Shares 194,533 Est. Cost $26.00 Unrealized -14.0%
GDX VANECK ETF TRUST 0.8%
Value ($000) $4,178 Shares 80,247 Est. Cost $20.73 Unrealized
RIO RIO TINTO PLC 0.8%
Value ($000) $3,951 Shares 67,743 Est. Cost $58.44 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.8%
Value ($000) $3,778 Shares 63,175 Est. Cost $59.41 Unrealized
DE DEERE & CO 0.8%
Value ($000) $3,765 Shares 7,405 Est. Cost $334.95 Unrealized +44.7%
WY WEYERHAEUSER CO MTN BE 0.7%
Value ($000) $3,516 Shares 136,846 Est. Cost $20.73 Unrealized +23.4%
CVS CVS HEALTH CORP 0.7%
Value ($000) $3,502 Shares 50,769 Est. Cost $62.20 Unrealized +3.2%
DFAS DIMENSIONAL ETF TRUST 0.6%
Value ($000) $3,095 Shares 48,574 Est. Cost $49.90 Unrealized
GTLS CHART INDS INC 0.6%
Value ($000) $2,980 Shares 18,097 Est. Cost $132.10 Unrealized +11.2%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $2,516 Shares 74,447 Est. Cost $38.59 Unrealized -12.1%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $2,168 Shares 20,110 Est. Cost $58.50 Unrealized +78.7%
BND VANGUARD BD INDEX FDS 0.4%
Value ($000) $1,938 Shares 26,325 Est. Cost $69.78 Unrealized
NTR NUTRIEN LTD 0.4%
Value ($000) $1,849 Shares 31,741 Est. Cost $49.45 Unrealized +13.2%
XFIV BONDBLOXX ETF TRUST 0.4%
Value ($000) $1,840 Shares 37,290 Est. Cost $48.01 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $1,500 Shares 8,512 Est. Cost $106.55 Unrealized +53.2%
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,403 Shares 6,023 Est. Cost $64.03 Unrealized +211.8%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,382 Shares 15,200 Est. Cost $51.11 Unrealized +76.2%
AA ALCOA CORP 0.3%
Value ($000) $1,316 Shares 44,595 Est. Cost $33.31 Unrealized -19.6%
KO COCA COLA CO 0.2%
Value ($000) $1,146 Shares 16,200 Est. Cost $27.93 Unrealized +149.9%
DFNM DIMENSIONAL ETF TRUST 0.2%
Value ($000) $1,076 Shares 22,685 Est. Cost $48.00 Unrealized
CCJ CAMECO CORP 0.2%
Value ($000) $992 Shares 13,361 Est. Cost $47.01 Unrealized +13.3%
EXPE EXPEDIA GROUP INC 0.2%
Value ($000) $975 Shares 5,778 Est. Cost $122.34 Unrealized +31.9%
FSLR FIRST SOLAR INC 0.2%
Value ($000) $971 Shares 5,863 Est. Cost $147.64 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $957 Shares 3,068 Est. Cost $382.97 Unrealized -2.1%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $956 Shares 22,092 Est. Cost $41.18 Unrealized +1.6%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $939 Shares 6,560 Est. Cost $90.72 Unrealized +51.0%
EQT EQT CORP 0.2%
Value ($000) $921 Shares 15,795 Est. Cost $34.24 Unrealized +56.5%
DFAC DIMENSIONAL ETF TRUST 0.2%
Value ($000) $749 Shares 20,905 Est. Cost $28.02 Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $745 Shares 7,725 Est. Cost $89.96 Unrealized -1.5%
GE GE AEROSPACE 0.1%
Value ($000) $745 Shares 2,895 Est. Cost $62.95 Unrealized +247.2%
DUSA DAVIS FUNDAMENTAL ETF TR 0.1%
Value ($000) $728 Shares 15,725 Est. Cost $44.80 Unrealized
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $710 Shares 1,825 Est. Cost $408.00 Unrealized -2.8%
AVGO BROADCOM INC 0.1%
Value ($000) $703 Shares 2,551 Est. Cost $145.22 Unrealized +48.7%
DFIS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $689 Shares 23,100 Est. Cost $21.51 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $669 Shares 4,910 Est. Cost $14.41 Unrealized +713.9%
IQV IQVIA HLDGS INC 0.1%
Value ($000) $645 Shares 4,092 Est. Cost $149.36 Unrealized +0.8%
MSGS MADISON SQUARE GRDN SPRT COR 0.1%
Value ($000) $638 Shares 3,055 Est. Cost $192.61 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $627 Shares 1,965 Est. Cost $108.52 Unrealized +157.4%
SBUX STARBUCKS CORP 0.1%
Value ($000) $605 Shares 6,603 Est. Cost $37.60 Unrealized +126.5%
GLD SPDR GOLD TR 0.1%
Value ($000) $604 Shares 1,980 Est. Cost $157.60 Unrealized
ABNB AIRBNB INC 0.1%
Value ($000) $574 Shares 4,334 Est. Cost $129.63 Unrealized -2.3%
DFIV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $565 Shares 13,200 Est. Cost $26.73 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $550 Shares 95 Est. Cost $1951.72 Unrealized +161.0%
V VISA INC 0.1%
Value ($000) $549 Shares 1,548 Est. Cost $122.98 Unrealized +182.1%
FISV FISERV INC 0.1%
Value ($000) $491 Shares 2,845 Est. Cost $99.93 Unrealized +81.5%
GEV GE VERNOVA INC 0.1%
Value ($000) $430 Shares 812 Est. Cost $175.46 Unrealized +137.1%
CSCO CISCO SYS INC 0.1%
Value ($000) $396 Shares 5,701 Est. Cost $42.95 Unrealized +40.6%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $391 Shares 3,526 Est. Cost $58.09 Unrealized +79.7%
DSI ISHARES TR 0.1%
Value ($000) $389 Shares 3,350 Est. Cost $77.04 Unrealized
VDE VANGUARD WORLD FD 0.1%
Value ($000) $388 Shares 3,260 Est. Cost $57.81 Unrealized
MTN VAIL RESORTS INC 0.1%
Value ($000) $366 Shares 2,327 Est. Cost $166.23 Unrealized -10.6%
UNP UNION PAC CORP 0.1%
Value ($000) $346 Shares 1,502 Est. Cost $111.07 Unrealized +96.7%
TAXX BONDBLOXX ETF TRUST 0.1%
Value ($000) $345 Shares 6,750 Est. Cost $50.37 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $339 Shares 1,425 Est. Cost $141.13 Unrealized +46.0%
CTRA COTERRA ENERGY INC 0.1%
Value ($000) $335 Shares 13,209 Est. Cost $24.80 Unrealized +0.0%
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $321 Shares 3,300 Est. Cost $74.98 Unrealized +5.2%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $321 Shares 565 Est. Cost $468.07 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $294 Shares 1,100 Est. Cost $76.12 Unrealized +242.5%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $279 Shares 1,362 Est. Cost $133.52 Unrealized +39.1%
QCOM QUALCOMM INC 0.1%
Value ($000) $277 Shares 1,742 Est. Cost $81.60 Unrealized +77.7%
WMT WALMART INC 0.1%
Value ($000) $267 Shares 2,733 Est. Cost $46.13 Unrealized +105.4%
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $267 Shares 10,000 Est. Cost $36.10 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $248 Shares 95 Est. Cost $1736.70 Unrealized +34.5%
VTEC VANGUARD CALIF TAX FREE FDS 0.0%
Value ($000) $244 Shares 2,500 Est. Cost $100.48 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $242 Shares 8,354 Est. Cost $23.07 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $237 Shares 1,796 Est. Cost $97.69 Unrealized +34.1%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $230 Shares 930 Est. Cost $186.13 Unrealized +27.4%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $227 Shares 7,500 Est. Cost $34.38 Unrealized -14.3%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $226 Shares 415 Est. Cost $307.66 Unrealized +70.0%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $222 Shares 1,004 Est. Cost $180.88 Unrealized +16.3%
BLK BLACKROCK INC 0.0%
Value ($000) $221 Shares 211 Est. Cost $991.05 Unrealized -5.8%
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $217 Shares 8,898 Est. Cost $37.28 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $211 Shares 2,000 Est. Cost $30.70 Unrealized +237.6%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $207 Shares 368 Est. Cost $136.88 Unrealized +302.9%
HD HOME DEPOT INC 0.0%
Value ($000) $194 Shares 530 Est. Cost $173.36 Unrealized +105.3%
IWB ISHARES TR 0.0%
Value ($000) $187 Shares 550 Est. Cost $134.59 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $185 Shares 627 Est. Cost $108.71 Unrealized +133.5%
CRM SALESFORCE INC 0.0%
Value ($000) $185 Shares 677 Est. Cost $126.13 Unrealized +110.9%
MRK MERCK & CO INC 0.0%
Value ($000) $184 Shares 2,330 Est. Cost $58.09 Unrealized +33.2%
PAYX PAYCHEX INC 0.0%
Value ($000) $184 Shares 1,265 Est. Cost $88.48 Unrealized +66.7%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $180 Shares 578 Est. Cost $179.69 Unrealized +67.9%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $171 Shares 2,206 Est. Cost $74.77 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $170 Shares 275 Est. Cost $543.52 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $166 Shares 430 Est. Cost $377.04 Unrealized +2.2%
TMSL T ROWE PRICE ETF INC 0.0%
Value ($000) $164 Shares 5,000 Est. Cost $32.03 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $162 Shares 346 Est. Cost $328.31 Unrealized +37.8%
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $157 Shares 4,375 Est. Cost $40.89 Unrealized -18.6%
MMM 3M CO 0.0%
Value ($000) $152 Shares 1,000 Est. Cost $107.97 Unrealized +30.8%
AMGN AMGEN INC 0.0%
Value ($000) $148 Shares 530 Est. Cost $131.47 Unrealized +111.3%
SNPS SYNOPSYS INC 0.0%
Value ($000) $144 Shares 280 Est. Cost $253.95 Unrealized +83.5%
TPYP TORTOISE CAPITAL SERIES TRUS 0.0%
Value ($000) $141 Shares 3,944 Est. Cost $35.73 Unrealized
VUSB VANGUARD BD INDEX FDS 0.0%
Value ($000) $141 Shares 2,819 Est. Cost $49.00 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $140 Shares 1,350 Est. Cost $47.09 Unrealized +116.5%
COP CONOCOPHILLIPS 0.0%
Value ($000) $138 Shares 1,538 Est. Cost $53.73 Unrealized +63.8%
EMR EMERSON ELEC CO 0.0%
Value ($000) $133 Shares 1,000 Est. Cost $54.25 Unrealized +109.3%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $132 Shares 325 Est. Cost $471.13 Unrealized -11.5%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $124 Shares 776 Est. Cost $84.91 Unrealized +89.4%
TMFG RBB FD INC 0.0%
Value ($000) $122 Shares 4,000 Est. Cost $32.08 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $121 Shares 195 Est. Cost $470.33 Unrealized
SHOO MADDEN STEVEN LTD 0.0%
Value ($000) $120 Shares 5,000 Est. Cost $37.34 Unrealized -38.3%
T AT&T INC 0.0%
Value ($000) $115 Shares 3,990 Est. Cost $14.86 Unrealized +81.4%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $113 Shares 3,600 Est. Cost $23.22 Unrealized +29.1%
DHI D R HORTON INC 0.0%
Value ($000) $113 Shares 875 Est. Cost $59.35 Unrealized +106.1%
MCD MCDONALDS CORP 0.0%
Value ($000) $110 Shares 375 Est. Cost $171.61 Unrealized +76.9%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $108 Shares 3,385 Est. Cost $30.26 Unrealized +3.2%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $108 Shares 1,550 Est. Cost $71.00 Unrealized -4.1%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $106 Shares 1,008 Est. Cost $50.68 Unrealized +81.0%
DFAR DIMENSIONAL ETF TRUST 0.0%
Value ($000) $102 Shares 4,361 Est. Cost $21.10 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $98 Shares 978 Est. Cost $59.31 Unrealized +74.8%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $94 Shares 545 Est. Cost $94.26 Unrealized +91.4%
HIMS HIMS & HERS HEALTH INC 0.0%
Value ($000) $93 Shares 1,874 Est. Cost $29.04 Unrealized +55.7%
DHR DANAHER CORPORATION 0.0%
Value ($000) $89 Shares 450 Est. Cost $73.00 Unrealized +164.4%
GPC GENUINE PARTS CO 0.0%
Value ($000) $85 Shares 698 Est. Cost $102.69 Unrealized +14.7%
NYT NEW YORK TIMES CO 0.0%
Value ($000) $84 Shares 1,505 Est. Cost $17.93 Unrealized +193.0%
TJX TJX COS INC NEW 0.0%
Value ($000) $82 Shares 665 Est. Cost $49.20 Unrealized +155.9%
ORCL ORACLE CORP 0.0%
Value ($000) $82 Shares 374 Est. Cost $58.87 Unrealized +173.2%
SYK STRYKER CORPORATION 0.0%
Value ($000) $80 Shares 202 Est. Cost $240.87 Unrealized +54.2%
NFLX NETFLIX INC 0.0%
Value ($000) $79 Shares 59 Est. Cost $93.26 Unrealized +21.2%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $78 Shares 1,836 Est. Cost $49.43 Unrealized
TRMB TRIMBLE INC 0.0%
Value ($000) $76 Shares 1,000 Est. Cost $72.23 Unrealized -7.0%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $75 Shares 2,000 Est. Cost $27.91 Unrealized +28.6%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $75 Shares 3,530 Est. Cost $29.87 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $74 Shares 930 Est. Cost $78.30 Unrealized -5.9%
TSLA TESLA INC 0.0%
Value ($000) $74 Shares 232 Est. Cost $226.61 Unrealized +32.9%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $73 Shares 300 Est. Cost $81.34 Unrealized +184.7%
EEM ISHARES TR 0.0%
Value ($000) $72 Shares 1,500 Est. Cost $40.97 Unrealized
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $72 Shares 1,947 Est. Cost $47.18 Unrealized -17.5%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $71 Shares 250 Est. Cost $237.99 Unrealized +12.7%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $70 Shares 2,400 Est. Cost $43.32 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $70 Shares 1,504 Est. Cost $42.39 Unrealized +11.4%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $69 Shares 150 Est. Cost $137.24 Unrealized +234.5%
IJH ISHARES TR 0.0%
Value ($000) $66 Shares 1,065 Est. Cost $96.72 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $66 Shares 1,280 Est. Cost $33.00 Unrealized +55.8%
SHM SPDR SERIES TRUST 0.0%
Value ($000) $64 Shares 1,348 Est. Cost $48.47 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $64 Shares 350 Est. Cost $88.21 Unrealized +89.7%
IAU ISHARES GOLD TR 0.0%
Value ($000) $64 Shares 1,020 Est. Cost $46.80 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $62 Shares 840 Est. Cost $71.08 Unrealized -2.2%
DEO DIAGEO PLC 0.0%
Value ($000) $57 Shares 570 Est. Cost $165.84 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $57 Shares 430 Est. Cost $90.20 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $56 Shares 229 Est. Cost $158.00 Unrealized +48.8%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $55 Shares 390 Est. Cost $118.10 Unrealized -7.8%
HAL HALLIBURTON CO 0.0%
Value ($000) $55 Shares 2,700 Est. Cost $23.02 Unrealized -10.7%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $53 Shares 96 Est. Cost $366.48 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $51 Shares 2,032 Est. Cost $46.40 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $51 Shares 165 Est. Cost $288.38 Unrealized -1.6%
GGAL GRUPO FINANCIERO GALICIA S.A 0.0%
Value ($000) $51 Shares 1,004 Est. Cost $54.47 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $50 Shares 1,102 Est. Cost $35.94 Unrealized +13.4%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $49 Shares 611 Est. Cost $75.68 Unrealized
FNDB SCHWAB STRATEGIC TR 0.0%
Value ($000) $48 Shares 2,000 Est. Cost $34.42 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $48 Shares 400 Est. Cost $42.59 Unrealized +163.2%
VPU VANGUARD WORLD FD 0.0%
Value ($000) $48 Shares 270 Est. Cost $141.64 Unrealized
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $46 Shares 273 Est. Cost $146.85 Unrealized +2.8%
LOGI LOGITECH INTL S A 0.0%
Value ($000) $45 Shares 500 Est. Cost $100.02 Unrealized -20.0%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $44 Shares 176 Est. Cost $173.74 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value ($000) $43 Shares 65 Est. Cost $378.19 Unrealized
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $42 Shares 1,500 Est. Cost $36.21 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $41 Shares 550 Est. Cost $125.59 Unrealized -45.6%
GOVT ISHARES TR 0.0%
Value ($000) $40 Shares 1,754 Est. Cost $22.98 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $39 Shares 139 Est. Cost $197.05 Unrealized
ACES ALPS ETF TR 0.0%
Value ($000) $39 Shares 1,500 Est. Cost $31.82 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $37 Shares 800 Est. Cost $32.91 Unrealized +39.7%
TUR ISHARES INC 0.0%
Value ($000) $37 Shares 1,150 Est. Cost $32.82 Unrealized
CNX CNX RES CORP 0.0%
Value ($000) $37 Shares 1,100 Est. Cost $9.89 Unrealized +218.4%
GIS GENERAL MLS INC 0.0%
Value ($000) $36 Shares 700 Est. Cost $32.89 Unrealized +63.5%
GME GAMESTOP CORP NEW 0.0%
Value ($000) $36 Shares 200 Est. Cost Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $34 Shares 44 Est. Cost $639.12 Unrealized +21.0%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $34 Shares 300 Est. Cost $118.76 Unrealized -6.6%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $33 Shares 200 Est. Cost $175.70 Unrealized +0.5%
RRC RANGE RES CORP 0.0%
Value ($000) $33 Shares 800 Est. Cost $6.95 Unrealized +442.6%
URNM SPROTT FDS TR 0.0%
Value ($000) $32 Shares 675 Est. Cost $41.71 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $32 Shares 1,443 Est. Cost $26.48 Unrealized -21.8%
JMTG J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $32 Shares 643 Est. Cost $50.19 Unrealized
CHE CHEMED CORP NEW 0.0%
Value ($000) $32 Shares 65 Est. Cost $541.43 Unrealized +4.9%
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $31 Shares 455 Est. Cost $58.46 Unrealized -11.3%
ABBV ABBVIE INC 0.0%
Value ($000) $31 Shares 168 Est. Cost $179.36 Unrealized +1.8%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $31 Shares 150 Est. Cost $161.66 Unrealized +23.1%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $30 Shares 110 Est. Cost $276.95 Unrealized
DFSE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $30 Shares 800 Est. Cost $35.20 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $29 Shares 1,050 Est. Cost $33.36 Unrealized
KMX CARMAX INC 0.0%
Value ($000) $29 Shares 435 Est. Cost $66.93 Unrealized +0.5%
IEFA ISHARES TR 0.0%
Value ($000) $29 Shares 350 Est. Cost $68.82 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $29 Shares 148 Est. Cost $195.01 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $29 Shares 400 Est. Cost $51.62 Unrealized
VAL VALARIS LTD 0.0%
Value ($000) $28 Shares 665 Est. Cost $54.25 Unrealized -30.7%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $27 Shares 10,560 Est. Cost $3.19 Unrealized -19.2%
NE NOBLE CORP PLC 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $30.67 Unrealized -25.2%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $27 Shares 1,113 Est. Cost $38.53 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $26 Shares 500 Est. Cost $40.28 Unrealized +31.8%
OAKM HARRIS OAKMARK ETF TRUST 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $24.70 Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $24 Shares 1,102 Est. Cost $21.34 Unrealized -10.6%
DFGR DIMENSIONAL ETF TRUST 0.0%
Value ($000) $24 Shares 905 Est. Cost $26.26 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $24 Shares 1,100 Est. Cost $7.36 Unrealized +171.4%
SLV ISHARES SILVER TR 0.0%
Value ($000) $22 Shares 674 Est. Cost $32.81 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $21 Shares 700 Est. Cost $29.26 Unrealized +2.5%
IDEV ISHARES TR 0.0%
Value ($000) $21 Shares 277 Est. Cost $76.04 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $21 Shares 175 Est. Cost $63.81 Unrealized +104.4%
FTV FORTIVE CORP 0.0%
Value ($000) $21 Shares 400 Est. Cost $40.21 Unrealized +29.8%
STRL STERLING INFRASTRUCTURE INC 0.0%
Value ($000) $21 Shares 90 Est. Cost $174.59 Unrealized 0.0%
ALB ALBEMARLE CORP 0.0%
Value ($000) $21 Shares 330 Est. Cost $116.80 Unrealized -50.1%
EWZ ISHARES INC 0.0%
Value ($000) $20 Shares 700 Est. Cost $23.92 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $20 Shares 266 Est. Cost $41.12 Unrealized +60.9%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $19 Shares 250 Est. Cost $60.70 Unrealized +16.7%
GDXJ VANECK ETF TRUST 0.0%
Value ($000) $19 Shares 275 Est. Cost $38.74 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $18 Shares 611 Est. Cost $27.80 Unrealized
BA BOEING CO 0.0%
Value ($000) $18 Shares 87 Est. Cost $153.91 Unrealized +22.7%
DVYE ISHARES INC 0.0%
Value ($000) $18 Shares 625 Est. Cost $26.46 Unrealized
NU NU HLDGS LTD 0.0%
Value ($000) $18 Shares 1,300 Est. Cost $11.93 Unrealized +0.3%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $17 Shares 125 Est. Cost $31.82 Unrealized +327.9%
RTX RTX CORPORATION 0.0%
Value ($000) $17 Shares 116 Est. Cost $91.54 Unrealized +43.9%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $17 Shares 100 Est. Cost $59.26 Unrealized +148.3%
SYNA SYNAPTICS INC 0.0%
Value ($000) $16 Shares 250 Est. Cost $168.15 Unrealized -65.0%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $16 Shares 550 Est. Cost $15.22 Unrealized +75.9%
ASML ASML HOLDING N V 0.0%
Value ($000) $16 Shares 20 Est. Cost $714.44 Unrealized
CBRE GBL REAL ESTATE INC FD 0.0%
Value ($000) $16 Shares 3,000 Est. Cost $7.93 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $16 Shares 190 Est. Cost $82.92 Unrealized
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $16 Shares 151 Est. Cost $110.72 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $15 Shares 850 Est. Cost $13.19 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $15 Shares 220 Est. Cost $88.23 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $15 Shares 150 Est. Cost $82.22 Unrealized +16.9%
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $15 Shares 300 Est. Cost $47.30 Unrealized
EMN EASTMAN CHEM CO 0.0%
Value ($000) $15 Shares 200 Est. Cost $55.62 Unrealized +36.5%
GVA GRANITE CONSTR INC 0.0%
Value ($000) $14 Shares 150 Est. Cost $84.26 Unrealized 0.0%
MBC MASTERBRAND INC 0.0%
Value ($000) $14 Shares 1,280 Est. Cost $8.19 Unrealized +35.1%
EATON VANCE TAX-MANAGED BUY- 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $12.33 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $14 Shares 60 Est. Cost $223.82 Unrealized +2.6%
WDAY WORKDAY INC 0.0%
Value ($000) $13 Shares 56 Est. Cost $254.18 Unrealized -4.2%
LOW LOWES COS INC 0.0%
Value ($000) $13 Shares 60 Est. Cost $203.74 Unrealized +8.3%
TEM TEMPUS AI INC 0.0%
Value ($000) $13 Shares 200 Est. Cost $53.98 Unrealized +6.2%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $13 Shares 62 Est. Cost $204.68 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $12 Shares 250 Est. Cost $48.50 Unrealized -6.1%
CAT CATERPILLAR INC 0.0%
Value ($000) $12 Shares 31 Est. Cost $283.79 Unrealized +16.6%
ROST ROSS STORES INC 0.0%
Value ($000) $12 Shares 94 Est. Cost $133.70 Unrealized +3.1%
CACI CACI INTL INC 0.0%
Value ($000) $12 Shares 25 Est. Cost $269.16 Unrealized +64.6%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $12 Shares 50 Est. Cost $275.46 Unrealized 0.0%
SHY ISHARES TR 0.0%
Value ($000) $12 Shares 142 Est. Cost $82.87 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $11 Shares 180 Est. Cost $62.64 Unrealized
USHY ISHARES TR 0.0%
Value ($000) $11 Shares 299 Est. Cost $37.51 Unrealized
NBIS NEBIUS GROUP N.V. 0.0%
Value ($000) $11 Shares 200 Est. Cost $80.00 Unrealized -57.0%
PSX PHILLIPS 66 0.0%
Value ($000) $11 Shares 91 Est. Cost $119.26 Unrealized -8.2%
TSLX SIXTH STREET SPECIALTY LENDI 0.0%
Value ($000) $11 Shares 450 Est. Cost $16.62 Unrealized +32.0%
TDW TIDEWATER INC NEW 0.0%
Value ($000) $11 Shares 230 Est. Cost $40.50 Unrealized 0.0%
TTD THE TRADE DESK INC 0.0%
Value ($000) $11 Shares 146 Est. Cost $70.35 Unrealized -9.2%
ETSY ETSY INC 0.0%
Value ($000) $10 Shares 206 Est. Cost $36.35 Unrealized +36.8%
FORM FORMFACTOR INC 0.0%
Value ($000) $10 Shares 300 Est. Cost $37.21 Unrealized -18.4%
NOW SERVICENOW INC 0.0%
Value ($000) $10 Shares 10 Est. Cost $177.00 Unrealized +6.6%
MLPX GLOBAL X FDS 0.0%
Value ($000) $10 Shares 162 Est. Cost $55.76 Unrealized
IDU ISHARES TR 0.0%
Value ($000) $9 Shares 90 Est. Cost $104.58 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $9 Shares 120 Est. Cost $77.50 Unrealized
TOST TOAST INC 0.0%
Value ($000) $9 Shares 200 Est. Cost $54.68 Unrealized -28.1%
NWPX NWPX INFRASTRUCTURE INC 0.0%
Value ($000) $9 Shares 210 Est. Cost $40.19 Unrealized 0.0%
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $8 Shares 166 Est. Cost $50.68 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $8 Shares 258 Est. Cost $31.96 Unrealized -7.1%
WPC WP CAREY INC 0.0%
Value ($000) $8 Shares 134 Est. Cost $70.62 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $8 Shares 60 Est. Cost $115.44 Unrealized +22.3%
QCLN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $8 Shares 250 Est. Cost $45.20 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $8 Shares 116 Est. Cost $52.82 Unrealized
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $8 Shares 600 Est. Cost $9.43 Unrealized +36.6%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $8 Shares 45 Est. Cost $171.64 Unrealized +0.3%
ZETA ZETA GLOBAL HOLDINGS CORP 0.0%
Value ($000) $8 Shares 500 Est. Cost $13.28 Unrealized 0.0%
WMS ADVANCED DRAIN SYS INC DEL 0.0%
Value ($000) $8 Shares 67 Est. Cost $111.63 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $8 Shares 10 Est. Cost $399.09 Unrealized +60.8%
AMLP ALPS ETF TR 0.0%
Value ($000) $7 Shares 153 Est. Cost $39.22 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $7 Shares 150 Est. Cost $49.46 Unrealized
MWA MUELLER WTR PRODS INC 0.0%
Value ($000) $7 Shares 300 Est. Cost $24.51 Unrealized 0.0%
XYZ BLOCK INC 0.0%
Value ($000) $7 Shares 106 Est. Cost $77.52 Unrealized -25.0%
RAL RALLIANT CORP 0.0%
Value ($000) $7 Shares 133 Est. Cost $49.24 Unrealized 0.0%
LFUS LITTELFUSE INC 0.0%
Value ($000) $7 Shares 30 Est. Cost $197.22 Unrealized 0.0%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $7 Shares 22 Est. Cost $271.51 Unrealized 0.0%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $7 Shares 135 Est. Cost $49.51 Unrealized
ZWS ZURN ELKAY WATER SOLNS CORP 0.0%
Value ($000) $7 Shares 180 Est. Cost $34.15 Unrealized 0.0%
RRX REGAL REXNORD CORPORATION 0.0%
Value ($000) $7 Shares 45 Est. Cost $125.42 Unrealized 0.0%
FIW FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $6 Shares 60 Est. Cost $107.98 Unrealized
F FORD MTR CO 0.0%
Value ($000) $6 Shares 597 Est. Cost $6.88 Unrealized +43.5%
KIM KIMCO RLTY CORP 0.0%
Value ($000) $6 Shares 300 Est. Cost $11.63 Unrealized +72.6%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $6 Shares 29 Est. Cost $174.27 Unrealized 0.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $6 Shares 40 Est. Cost $43.30 Unrealized +233.0%
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $6 Shares 70 Est. Cost $57.91 Unrealized +39.4%
DFSI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $6 Shares 150 Est. Cost $30.45 Unrealized
ECC EAGLE POINT CREDIT COMPANY I 0.0%
Value ($000) $6 Shares 750 Est. Cost $6.67 Unrealized
LUCID GROUP INC 0.0%
Value ($000) $5 Shares 2,605 Est. Cost $2.11 Unrealized
CNM CORE & MAIN INC 0.0%
Value ($000) $5 Shares 90 Est. Cost $53.49 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 45 Est. Cost $110.36 Unrealized 0.0%
OC OWENS CORNING NEW 0.0%
Value ($000) $5 Shares 37 Est. Cost $138.09 Unrealized 0.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $5 Shares 103 Est. Cost $34.62 Unrealized +36.0%
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $5 Shares 107 Est. Cost $46.35 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $5 Shares 9 Est. Cost $501.51 Unrealized -1.0%
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $4 Shares 30 Est. Cost $134.40 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $4 Shares 15 Est. Cost $245.29 Unrealized +5.0%
GSBD GOLDMAN SACHS BDC INC 0.0%
Value ($000) $4 Shares 350 Est. Cost $18.90 Unrealized -41.7%
ETN EATON CORP PLC 0.0%
Value ($000) $4 Shares 11 Est. Cost $307.38 Unrealized -0.2%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 175 Est. Cost $24.70 Unrealized
IVT INVENTRUST PPTYS CORP 0.0%
Value ($000) $4 Shares 130 Est. Cost $26.50 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value ($000) $3 Shares 14 Est. Cost $248.36 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $3 Shares 60 Est. Cost $57.02 Unrealized
VDC VANGUARD WORLD FD 0.0%
Value ($000) $3 Shares 15 Est. Cost $219.00 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $3 Shares 17 Est. Cost $181.76 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $180.80 Unrealized 0.0%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $3 Shares 7 Est. Cost $347.38 Unrealized +3.2%
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $2 Shares 30 Est. Cost $80.13 Unrealized
BE BLOOM ENERGY CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $27.96 Unrealized -30.8%
HUBS HUBSPOT INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $262.12 Unrealized +123.4%
APP APPLOVIN CORP 0.0%
Value ($000) $2 Shares 6 Est. Cost $327.61 Unrealized -1.0%
FELE FRANKLIN ELEC INC 0.0%
Value ($000) $2 Shares 22 Est. Cost $86.85 Unrealized 0.0%
DURECT CORP 0.0%
Value ($000) $2 Shares 3,100 Est. Cost $3.46 Unrealized
RACE FERRARI N V 0.0%
Value ($000) $2 Shares 4 Est. Cost $253.54 Unrealized +83.3%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $52.21 Unrealized -14.4%
EPAM EPAM SYS INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $222.46 Unrealized -24.9%
PLAB PHOTRONICS INC 0.0%
Value ($000) $2 Shares 90 Est. Cost $18.72 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $2 Shares 169 Est. Cost $8.29 Unrealized -1.2%
SHOP SHOPIFY INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $59.40 Unrealized +68.4%
CHWY CHEWY INC 0.0%
Value ($000) $1 Shares 35 Est. Cost $18.65 Unrealized +113.6%
INDIA FD INC 0.0%
Value ($000) $1 Shares 88 Est. Cost $15.77 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1 Shares 23 Est. Cost $56.13 Unrealized
SONY SONY GROUP CORP 0.0%
Value ($000) $1 Shares 48 Est. Cost $25.39 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $1 Shares 45 Est. Cost $95.47 Unrealized -72.4%
DASH DOORDASH INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $92.65 Unrealized +116.5%
SOXL DIREXION SHS ETF TR 0.0%
Value ($000) $1 Shares 48 Est. Cost $25.13 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $243.03 Unrealized -0.6%
WELL WELLTOWER INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.47 Unrealized +3.8%
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value ($000) $1 Shares 11 Est. Cost $87.71 Unrealized 0.0%
ELF E L F BEAUTY INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $85.34 Unrealized 0.0%
EMBC EMBECTA CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $25.42 Unrealized -57.2%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $100.70 Unrealized +0.5%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $1 Shares 9 Est. Cost $81.39 Unrealized 0.0%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $1 Shares 13 Est. Cost $47.46 Unrealized 0.0%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $192.18 Unrealized 0.0%
NKE NIKE INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $92.07 Unrealized -35.8%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $1 Shares 1 Est. Cost $628.26 Unrealized 0.0%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $111.16 Unrealized -87.8%
AMRC AMERESCO INC 0.0%
Value ($000) $1 Shares 45 Est. Cost $13.09 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $1 Shares 3 Est. Cost $166.00 Unrealized
PBR PETROLEO BRASILEIRO SA PETRO 0.0%
Value ($000) $1 Shares 50 Est. Cost $12.52 Unrealized
RUN SUNRUN INC 0.0%
Value ($000) $1 Shares 75 Est. Cost $7.86 Unrealized 0.0%
SAP SAP SE 0.0%
Value ($000) $1 Shares 2 Est. Cost $268.46 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $93.31 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $1 Shares 4 Est. Cost $102.43 Unrealized 0.0%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $126.73 Unrealized +21.2%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $1 Shares 3 Est. Cost $162.09 Unrealized +5.2%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $526.61 Unrealized 0.0%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $1 Shares 13 Est. Cost $36.56 Unrealized 0.0%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $1 Shares 7 Est. Cost $74.43 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $0 Shares 6 Est. Cost $80.86 Unrealized +0.5%
XEL XCEL ENERGY INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $67.81 Unrealized 0.0%
EWG ISHARES INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $42.36 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $83.95 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $0 Shares 4 Est. Cost $113.50 Unrealized
EWJ ISHARES INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $75.00 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $55.43 Unrealized +4.0%
TRI THOMSON REUTERS CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $184.35 Unrealized 0.0%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $0 Shares 26 Est. Cost $15.38 Unrealized
SNY SANOFI 0.0%
Value ($000) $0 Shares 8 Est. Cost $48.38 Unrealized
SMIN ISHARES TR 0.0%
Value ($000) $0 Shares 5 Est. Cost $77.20 Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $0 Shares 3 Est. Cost $97.15 Unrealized 0.0%
HDB HDFC BANK LTD 0.0%
Value ($000) $0 Shares 5 Est. Cost $76.80 Unrealized
RELX RELX PLC 0.0%
Value ($000) $0 Shares 7 Est. Cost $50.41 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP IN 0.0%
Value ($000) $0 Shares 27 Est. Cost $13.74 Unrealized
SNAP SNAP INC 0.0%
Value ($000) $0 Shares 41 Est. Cost $16.34 Unrealized -49.2%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $0 Shares 3 Est. Cost $115.22 Unrealized 0.0%
CM CANADIAN IMPERIAL BK COMM 0.0%
Value ($000) $0 Shares 5 Est. Cost $63.73 Unrealized 0.0%
FLG FLAGSTAR FINANCIAL INC 0.0%
Value ($000) $0 Shares 33 Est. Cost $11.40 Unrealized 0.0%
IX ORIX CORP 0.0%
Value ($000) $0 Shares 15 Est. Cost $22.53 Unrealized
KB KB FINL GROUP INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $82.75 Unrealized
ING ING GROEP N.V. 0.0%
Value ($000) $0 Shares 14 Est. Cost $19.59 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $0 Shares 2 Est. Cost $137.67 Unrealized 0.0%
COR CENCORA INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $286.82 Unrealized 0.0%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $0 Shares 4 Est. Cost $65.26 Unrealized 0.0%
MFG MIZUHO FINANCIAL GROUP INC 0.0%
Value ($000) $0 Shares 48 Est. Cost $5.51 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $237.69 Unrealized 0.0%
NLOP NET LEASE OFFICE PROPERTIES 0.0%
Value ($000) $0 Shares 8 Est. Cost $18.50 Unrealized
UNILEVER PLC 0.0%
Value ($000) $0 Shares 4 Est. Cost $59.56 Unrealized
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $0 Shares 4 Est. Cost $61.00 Unrealized
RNR RENAISSANCERE HLDGS LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $242.37 Unrealized 0.0%
AER AERCAP HOLDINGS NV 0.0%
Value ($000) $0 Shares 2 Est. Cost $107.75 Unrealized 0.0%
RYLD GLOBAL X FDS 0.0%
Value ($000) $0 Shares 15 Est. Cost $14.93 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $0 Shares 3 Est. Cost $69.00 Unrealized
HTHT H WORLD GROUP LTD 0.0%
Value ($000) $0 Shares 6 Est. Cost $34.00 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $0 Shares 19 Est. Cost $10.42 Unrealized
MMYT MAKEMYTRIP LIMITED MAURITIUS 0.0%
Value ($000) $0 Shares 2 Est. Cost $100.86 Unrealized 0.0%
CRH CRH PLC 0.0%
Value ($000) $0 Shares 2 Est. Cost $97.65 Unrealized -6.8%
RYAAY RYANAIR HOLDINGS PLC 0.0%
Value ($000) $0 Shares 3 Est. Cost $42.38 Unrealized
EMBJ EMBRAER S.A. 0.0%
Value ($000) $0 Shares 3 Est. Cost $57.00 Unrealized
INO INOVIO PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 83 Est. Cost $8.63 Unrealized -77.8%
JD JD.COM INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $32.80 Unrealized
TECK TECK RESOURCES LTD 0.0%
Value ($000) $0 Shares 4 Est. Cost $36.12 Unrealized 0.0%
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $162.00 Unrealized
SE SEA LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $130.50 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $0 Shares 2 Est. Cost $75.61 Unrealized +1.3%
TPG TPG INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $47.97 Unrealized 0.0%
ZTS ZOETIS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $157.38 Unrealized 0.0%
TELFY TELEFONICA S A 0.0%
Value ($000) $0 Shares 29 Est. Cost $5.24 Unrealized
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $0 Shares 3 Est. Cost $54.56 Unrealized -1.7%
NVS NOVARTIS AG 0.0%
Value ($000) $0 Shares 1 Est. Cost $122.00 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value ($000) $0 Shares 2 Est. Cost $47.28 Unrealized 0.0%
SEDG SOLAREDGE TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $72.17 Unrealized -77.1%
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 -53.2%
SITC SITE CTRS CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $61.00 Unrealized