Joel Isaacson & Co., LLC Diversified Active

Location: New York, NY

CIK: 0001599330 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 30, 2026

Total Value: $3.029B (100.0% shares, 0.0% debt)

Holdings (460)

SDY SPDR SERIES TRUST 12.8%
Value $388M Shares 2,788,428 Share Price $139.16 Est. Cost/Share $87.82 Unrealized @ Report Date
VIG VANGUARD SPECIALIZED FUNDS 9.6%
Value $290M Shares 1,318,257 Share Price $219.78 Est. Cost/Share $121.26 Unrealized @ Report Date
VTI VANGUARD INDEX FDS 5.6%
Value $170M Shares 508,271 Share Price $335.27 Est. Cost/Share $193.10 Unrealized @ Report Date
GOOGL ALPHABET INC 5.3%
Value $161M Shares 514,867 Share Price $313.00 * Est. Cost/Share $122.26 Unrealized @ Report Date +133.6%
GOOG ALPHABET INC 5.0%
Value $153M Shares 486,809 Share Price $313.80 * Est. Cost/Share $122.81 Unrealized @ Report Date +133.2%
VYM VANGUARD WHITEHALL FDS 4.9%
Value $148M Shares 1,027,796 Share Price $143.52 Est. Cost/Share $92.10 Unrealized @ Report Date
VO VANGUARD INDEX FDS 4.5%
Value $135M Shares 465,531 Share Price $290.22 Est. Cost/Share $179.26 Unrealized @ Report Date
AAPL APPLE INC 4.0%
Value $122M Shares 450,300 Share Price $271.86 Est. Cost/Share $117.58 Unrealized @ Report Date +128.2%
SPY SPDR S&P 500 ETF TR 3.0%
Value $91.83M Shares 134,670 Share Price $681.92 Est. Cost/Share $360.86 Unrealized @ Report Date
VOOG VANGUARD ADMIRAL FDS INC 2.1%
Value $64.25M Shares 144,513 Share Price $444.59 Est. Cost/Share $280.93 Unrealized @ Report Date
MSFT MICROSOFT CORP 1.9%
Value $57.02M Shares 117,913 Share Price $483.62 * Est. Cost/Share $267.80 Unrealized @ Report Date +86.9%
VB VANGUARD INDEX FDS 1.7%
Value $52.17M Shares 202,242 Share Price $257.95 Est. Cost/Share $196.27 Unrealized @ Report Date
IJK ISHARES TR 1.6%
Value $48.62M Shares 501,866 Share Price $96.88 Est. Cost/Share $90.78 Unrealized @ Report Date
DFAT DIMENSIONAL ETF TRUST 1.6%
Value $47.21M Shares 792,905 Share Price $59.54 Est. Cost/Share $47.44 Unrealized @ Report Date
AMZN AMAZON COM INC 1.4%
Value $42.23M Shares 182,952 Share Price $230.82 Est. Cost/Share $149.81 Unrealized @ Report Date +52.7%
VXUS VANGUARD STAR FDS 1.3%
Value $38.54M Shares 510,895 Share Price $75.44 Est. Cost/Share $64.44 Unrealized @ Report Date
VUG VANGUARD INDEX FDS 1.3%
Value $38.13M Shares 78,164 Share Price $487.86 Est. Cost/Share $303.58 Unrealized @ Report Date
META META PLATFORMS INC 1.2%
Value $36.79M Shares 55,738 Share Price $660.09 Est. Cost/Share $236.61 Unrealized @ Report Date +182.0%
NVDA NVIDIA CORPORATION 1.0%
Value $30.34M Shares 162,694 Share Price $186.50 Est. Cost/Share $142.32 Unrealized @ Report Date +30.8%
XLK SELECT SECTOR SPDR TR 0.9%
Value $27.58M Shares 191,586 Share Price $143.97 Est. Cost/Share $116.66 Unrealized @ Report Date
ESGU ISHARES TR 0.9%
Value $26.31M Shares 176,599 Share Price $148.98 Est. Cost/Share $93.06 Unrealized @ Report Date
VOO VANGUARD INDEX FDS 0.9%
Value $25.83M Shares 41,185 Share Price $627.13 Est. Cost/Share $428.99 Unrealized @ Report Date
VTEI VANGUARD MUN BD FDS 0.8%
Value $23.86M Shares 236,654 Share Price $100.83 Est. Cost/Share $98.92 Unrealized @ Report Date
QQQ INVESCO QQQ TR 0.7%
Value $22.14M Shares 36,033 Share Price $614.30 Est. Cost/Share $399.38 Unrealized @ Report Date
EATON VANCE TAX ADVT DIV INC 0.6%
Value $18.77M Shares 745,247 Share Price $25.18 Est. Cost/Share $19.89 Unrealized @ Report Date
JPM JPMORGAN CHASE & CO. 0.6%
Value $18.7M Shares 58,022 Share Price $322.22 * Est. Cost/Share $121.19 Unrealized @ Report Date +155.4%
VEU VANGUARD INTL EQUITY INDEX F 0.6%
Value $18.11M Shares 246,178 Share Price $73.56 Est. Cost/Share $59.98 Unrealized @ Report Date
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value $17.37M Shares 34,550 Share Price $502.65 Est. Cost/Share $274.97 Unrealized @ Report Date +80.9%
VONG VANGUARD SCOTTSDALE FDS 0.5%
Value $16.5M Shares 135,497 Share Price $121.75 Est. Cost/Share $75.20 Unrealized @ Report Date
JNJ JOHNSON & JOHNSON 0.5%
Value $16.22M Shares 78,359 Share Price $206.95 * Est. Cost/Share $109.76 Unrealized @ Report Date +79.5%
XLF SELECT SECTOR SPDR TR 0.4%
Value $12.96M Shares 236,607 Share Price $54.77 Est. Cost/Share $39.45 Unrealized @ Report Date
LLY ELI LILLY & CO 0.4%
Value $12.04M Shares 11,199 Share Price $1074.68 * Est. Cost/Share $519.43 Unrealized @ Report Date +84.0%
VYMI VANGUARD WHITEHALL FDS 0.4%
Value $11.91M Shares 132,287 Share Price $90.00 Est. Cost/Share $82.85 Unrealized @ Report Date
APO APOLLO GLOBAL MGMT INC 0.4%
Value $11.47M Shares 79,232 Share Price $144.76 * Est. Cost/Share $65.27 Unrealized @ Report Date +103.1%
GLD SPDR GOLD TR 0.4%
Value $10.99M Shares 27,723 Share Price $396.31 Est. Cost/Share $209.92 Unrealized @ Report Date
VBR VANGUARD INDEX FDS 0.4%
Value $10.75M Shares 50,737 Share Price $211.79 Est. Cost/Share $160.22 Unrealized @ Report Date
PNC PNC FINL SVCS GROUP INC 0.3%
Value $10.3M Shares 49,357 Share Price $208.73 * Est. Cost/Share $139.98 Unrealized @ Report Date +37.7%
PG PROCTER AND GAMBLE CO 0.3%
Value $10.29M Shares 71,835 Share Price $143.31 * Est. Cost/Share $84.18 Unrealized @ Report Date +74.8%
IVV ISHARES TR 0.3%
Value $9.918M Shares 14,480 Share Price $684.92 Est. Cost/Share $379.08 Unrealized @ Report Date
VT VANGUARD INTL EQUITY INDEX F 0.3%
Value $9.846M Shares 69,802 Share Price $141.06 Est. Cost/Share $90.16 Unrealized @ Report Date
BIV VANGUARD BD INDEX FDS 0.3%
Value $8.863M Shares 113,799 Share Price $77.88 Est. Cost/Share $76.99 Unrealized @ Report Date
FTAI FTAI AVIATION LTD 0.3%
Value $8.823M Shares 44,822 Share Price $196.85 * Est. Cost/Share $41.02 Unrealized @ Report Date +315.0%
NFLX NETFLIX INC 0.3%
Value $8.813M Shares 93,993 Share Price $93.76 * Est. Cost/Share $103.51 Unrealized @ Report Date +4.1%
MS MORGAN STANLEY 0.3%
Value $8.63M Shares 48,609 Share Price $177.53 * Est. Cost/Share $24.14 Unrealized @ Report Date +589.6%
GS GOLDMAN SACHS GROUP INC 0.3%
Value $8.516M Shares 9,688 Share Price $879.03 * Est. Cost/Share $220.36 Unrealized @ Report Date +269.1%
XOM EXXON MOBIL CORP 0.3%
Value $8.496M Shares 70,597 Share Price $120.34 * Est. Cost/Share $87.33 Unrealized @ Report Date +32.2%
WMG WARNER MUSIC GROUP CORP 0.3%
Value $7.825M Shares 255,150 Share Price $30.67 Est. Cost/Share $27.27 Unrealized @ Report Date +10.9%
MGK VANGUARD WORLD FD 0.3%
Value $7.782M Shares 18,853 Share Price $412.76 Est. Cost/Share $164.56 Unrealized @ Report Date
MAIN MAIN STR CAP CORP 0.3%
Value $7.78M Shares 128,831 Share Price $60.39 * Est. Cost/Share $49.95 Unrealized @ Report Date +18.0%
COR CENCORA INC 0.3%
Value $7.706M Shares 22,815 Share Price $337.75 Est. Cost/Share $340.62 Unrealized @ Report Date 0.0%
VGT VANGUARD WORLD FD 0.2%
Value $7.38M Shares 9,790 Share Price $753.81 Est. Cost/Share $375.51 Unrealized @ Report Date
IAC IAC INC 0.2%
Value $6.846M Shares 175,098 Share Price $39.10 * Est. Cost/Share $51.30 Unrealized @ Report Date -31.7%
COST COSTCO WHSL CORP NEW 0.2%
Value $6.832M Shares 7,923 Share Price $862.34 * Est. Cost/Share $652.30 Unrealized @ Report Date +38.9%
VTV VANGUARD INDEX FDS 0.2%
Value $6.521M Shares 34,142 Share Price $190.99 Est. Cost/Share $172.05 Unrealized @ Report Date
DIBS 1STDIBS COM INC 0.2%
Value $6.396M Shares 1,067,746 Share Price $5.99 * Est. Cost/Share $7.12 Unrealized @ Report Date -36.8%
SUB ISHARES TR 0.2%
Value $6.007M Shares 56,294 Share Price $106.70 Est. Cost/Share $105.47 Unrealized @ Report Date
IWF ISHARES TR 0.2%
Value $5.869M Shares 12,400 Share Price $473.31 Est. Cost/Share $270.32 Unrealized @ Report Date
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $5.821M Shares 19,651 Share Price $296.21 Est. Cost/Share $156.28 Unrealized @ Report Date +91.2%
HD HOME DEPOT INC 0.2%
Value $5.724M Shares 16,635 Share Price $344.09 * Est. Cost/Share $222.77 Unrealized @ Report Date +63.7%
VBK VANGUARD INDEX FDS 0.2%
Value $5.624M Shares 18,615 Share Price $302.12 Est. Cost/Share $207.15 Unrealized @ Report Date
WFC WELLS FARGO CO NEW 0.2%
Value $5.516M Shares 59,189 Share Price $93.20 * Est. Cost/Share $52.04 Unrealized @ Report Date +66.5%
AXP AMERICAN EXPRESS CO 0.2%
Value $5.137M Shares 13,886 Share Price $369.94 * Est. Cost/Share $153.12 Unrealized @ Report Date +133.1%
AVGO BROADCOM INC 0.2%
Value $5.046M Shares 14,581 Share Price $346.10 * Est. Cost/Share $193.93 Unrealized @ Report Date +84.1%
MUB ISHARES TR 0.2%
Value $5.044M Shares 47,089 Share Price $107.11 Est. Cost/Share $106.40 Unrealized @ Report Date
DFUV DIMENSIONAL ETF TRUST 0.2%
Value $4.635M Shares 99,486 Share Price $46.59 Est. Cost/Share $45.64 Unrealized @ Report Date
BK BANK NEW YORK MELLON CORP 0.1%
Value $4.521M Shares 38,943 Share Price $116.09 * Est. Cost/Share $47.61 Unrealized @ Report Date +132.1%
BX BLACKSTONE INC 0.1%
Value $4.471M Shares 29,008 Share Price $154.14 Est. Cost/Share $95.61 Unrealized @ Report Date +58.4%
WMT WALMART INC 0.1%
Value $4.341M Shares 38,967 Share Price $111.41 * Est. Cost/Share $62.70 Unrealized @ Report Date +71.0%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $4.258M Shares 23,954 Share Price $177.75 Est. Cost/Share $31.02 Unrealized @ Report Date +483.5%
MRK MERCK & CO INC 0.1%
Value $4.189M Shares 39,801 Share Price $105.26 * Est. Cost/Share $75.20 Unrealized @ Report Date +24.0%
EL LAUDER ESTEE COS INC 0.1%
Value $4.144M Shares 39,569 Share Price $104.72 * Est. Cost/Share $134.37 Unrealized @ Report Date -27.9%
DIS DISNEY WALT CO 0.1%
Value $4.085M Shares 35,904 Share Price $113.77 * Est. Cost/Share $97.83 Unrealized @ Report Date +12.0%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value $4.083M Shares 75,951 Share Price $53.76 Est. Cost/Share $43.42 Unrealized @ Report Date
MCD MCDONALDS CORP 0.1%
Value $4.07M Shares 13,317 Share Price $305.64 Est. Cost/Share $206.60 Unrealized @ Report Date +47.7%
ITOT ISHARES TR 0.1%
Value $4.032M Shares 27,120 Share Price $148.69 Est. Cost/Share $74.36 Unrealized @ Report Date
IJH ISHARES TR 0.1%
Value $3.931M Shares 59,556 Share Price $66.00 Est. Cost/Share $88.51 Unrealized @ Report Date
ORCL ORACLE CORP 0.1%
Value $3.908M Shares 20,050 Share Price $194.91 * Est. Cost/Share $96.39 Unrealized @ Report Date +147.0%
V VISA INC 0.1%
Value $3.744M Shares 10,675 Share Price $350.71 * Est. Cost/Share $203.54 Unrealized @ Report Date +67.2%
EBAY EBAY INC. 0.1%
Value $3.69M Shares 42,362 Share Price $87.10 Est. Cost/Share $39.40 Unrealized @ Report Date +119.2%
IYW ISHARES TR 0.1%
Value $3.622M Shares 18,138 Share Price $199.68 Est. Cost/Share $105.21 Unrealized @ Report Date
BAC BANK AMERICA CORP 0.1%
Value $3.611M Shares 65,659 Share Price $55.00 * Est. Cost/Share $26.51 Unrealized @ Report Date +98.7%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value $3.497M Shares 5,796 Share Price $603.29 Est. Cost/Share $393.40 Unrealized @ Report Date
IWM ISHARES TR 0.1%
Value $3.494M Shares 14,195 Share Price $246.16 Est. Cost/Share $189.32 Unrealized @ Report Date
WINN HARBOR ETF TRUST 0.1%
Value $3.459M Shares 111,214 Share Price $31.10 Est. Cost/Share $28.66 Unrealized @ Report Date
NEE NEXTERA ENERGY INC 0.1%
Value $3.413M Shares 42,511 Share Price $80.28 * Est. Cost/Share $63.91 Unrealized @ Report Date +29.1%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value $3.404M Shares 54,494 Share Price $62.47 Est. Cost/Share $53.07 Unrealized @ Report Date
ARCC ARES CAPITAL CORP 0.1%
Value $3.347M Shares 165,460 Share Price $20.23 * Est. Cost/Share $14.24 Unrealized @ Report Date +39.0%
VTEB VANGUARD MUN BD FDS 0.1%
Value $3.343M Shares 66,476 Share Price $50.29 Est. Cost/Share $49.92 Unrealized @ Report Date
DVY ISHARES TR 0.1%
Value $3.316M Shares 23,497 Share Price $141.14 Est. Cost/Share $75.68 Unrealized @ Report Date
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value $3.295M Shares 102,771 Share Price $32.06 Est. Cost/Share $22.54 Unrealized @ Report Date
LC LENDINGCLUB CORP 0.1%
Value $3.131M Shares 165,301 Share Price $18.94 * Est. Cost/Share $13.62 Unrealized @ Report Date +29.7%
CMCSA COMCAST CORP NEW 0.1%
Value $3.115M Shares 104,225 Share Price $29.89 * Est. Cost/Share $38.86 Unrealized @ Report Date -26.6%
IWD ISHARES TR 0.1%
Value $3.029M Shares 14,402 Share Price $210.34 Est. Cost/Share $151.35 Unrealized @ Report Date
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value $3.019M Shares 4 Share Price $754800.00 Est. Cost/Share $735823.50 Unrealized @ Report Date +1.4%
XLC SELECT SECTOR SPDR TR 0.1%
Value $3.005M Shares 25,529 Share Price $117.72 Est. Cost/Share $63.26 Unrealized @ Report Date
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value $3.003M Shares 15,678 Share Price $191.56 Est. Cost/Share $180.24 Unrealized @ Report Date
RTX RTX CORPORATION 0.1%
Value $2.989M Shares 16,298 Share Price $183.40 * Est. Cost/Share $98.93 Unrealized @ Report Date +75.2%
ROST ROSS STORES INC 0.1%
Value $2.89M Shares 16,042 Share Price $180.14 * Est. Cost/Share $66.94 Unrealized @ Report Date +148.9%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.1%
Value $2.873M Shares 37,692 Share Price $76.23 Est. Cost/Share $90.14 Unrealized @ Report Date
IVW ISHARES TR 0.1%
Value $2.866M Shares 23,250 Share Price $123.26 Est. Cost/Share $88.85 Unrealized @ Report Date
COIN COINBASE GLOBAL INC 0.1%
Value $2.858M Shares 12,638 Share Price $226.14 * Est. Cost/Share $254.57 Unrealized @ Report Date +17.1%
EFA ISHARES TR 0.1%
Value $2.783M Shares 28,977 Share Price $96.03 Est. Cost/Share $78.12 Unrealized @ Report Date
CSCO CISCO SYS INC 0.1%
Value $2.739M Shares 35,555 Share Price $77.03 * Est. Cost/Share $44.75 Unrealized @ Report Date +64.9%
UNP UNION PAC CORP 0.1%
Value $2.637M Shares 11,400 Share Price $231.32 Est. Cost/Share $175.75 Unrealized @ Report Date +29.3%
XLE SELECT SECTOR SPDR TR 0.1%
Value $2.634M Shares 58,908 Share Price $44.71 Est. Cost/Share $59.15 Unrealized @ Report Date
AMGN AMGEN INC 0.1%
Value $2.63M Shares 8,035 Share Price $327.31 * Est. Cost/Share $203.18 Unrealized @ Report Date +55.5%
CVX CHEVRON CORP NEW 0.1%
Value $2.619M Shares 17,181 Share Price $152.41 Est. Cost/Share $102.93 Unrealized @ Report Date +47.1%
TSLA TESLA INC 0.1%
Value $2.571M Shares 5,717 Share Price $449.72 Est. Cost/Share $301.00 Unrealized @ Report Date +47.3%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value $2.569M Shares 44,887 Share Price $57.24 Est. Cost/Share $56.84 Unrealized @ Report Date
IWB ISHARES TR 0.1%
Value $2.549M Shares 6,826 Share Price $373.44 Est. Cost/Share $220.56 Unrealized @ Report Date
TJX TJX COS INC NEW 0.1%
Value $2.523M Shares 16,424 Share Price $153.61 * Est. Cost/Share $103.03 Unrealized @ Report Date +43.3%
LMT LOCKHEED MARTIN CORP 0.1%
Value $2.482M Shares 5,132 Share Price $483.67 Est. Cost/Share $421.02 Unrealized @ Report Date +13.1%
GE GE AEROSPACE 0.1%
Value $2.476M Shares 8,037 Share Price $308.02 * Est. Cost/Share $108.11 Unrealized @ Report Date +178.2%
CAT CATERPILLAR INC 0.1%
Value $2.472M Shares 4,315 Share Price $572.92 * Est. Cost/Share $279.46 Unrealized @ Report Date +98.8%
DFIV DIMENSIONAL ETF TRUST 0.1%
Value $2.452M Shares 49,146 Share Price $49.90 Est. Cost/Share $49.90 Unrealized @ Report Date
SMH VANECK ETF TRUST 0.1%
Value $2.43M Shares 6,748 Share Price $360.11 Est. Cost/Share $209.55 Unrealized @ Report Date
REGN REGENERON PHARMACEUTICALS 0.1%
Value $2.372M Shares 3,073 Share Price $771.87 * Est. Cost/Share $260.94 Unrealized @ Report Date +160.1%
IJR ISHARES TR 0.1%
Value $2.347M Shares 19,525 Share Price $120.18 Est. Cost/Share $94.83 Unrealized @ Report Date
PEP PEPSICO INC 0.1%
Value $2.293M Shares 15,976 Share Price $143.52 Est. Cost/Share $92.92 Unrealized @ Report Date +57.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value $2.276M Shares 6,896 Share Price $330.11 * Est. Cost/Share $279.45 Unrealized @ Report Date +20.7%
SGU STAR GROUP L P 0.1%
Value $2.273M Shares 191,935 Share Price $11.84 Est. Cost/Share $12.51 Unrealized @ Report Date -5.4%
ED CONSOLIDATED EDISON INC 0.1%
Value $2.199M Shares 22,142 Share Price $99.32 Est. Cost/Share $64.42 Unrealized @ Report Date +53.4%
VV VANGUARD INDEX FDS 0.1%
Value $2.195M Shares 6,972 Share Price $314.79 Est. Cost/Share $270.54 Unrealized @ Report Date
ANGI ANGI INC 0.1%
Value $2.17M Shares 167,798 Share Price $12.93 Est. Cost/Share $14.45 Unrealized @ Report Date -10.9%
VOT VANGUARD INDEX FDS 0.1%
Value $2.141M Shares 7,672 Share Price $279.13 Est. Cost/Share $222.14 Unrealized @ Report Date
PFE PFIZER INC 0.1%
Value $2.128M Shares 85,462 Share Price $24.90 Est. Cost/Share $27.25 Unrealized @ Report Date -8.1%
CB CHUBB LIMITED 0.1%
Value $2.119M Shares 6,789 Share Price $312.12 * Est. Cost/Share $236.03 Unrealized @ Report Date +23.9%
VPU VANGUARD WORLD FD 0.1%
Value $2.111M Shares 11,406 Share Price $185.04 Est. Cost/Share $161.80 Unrealized @ Report Date
NET CLOUDFLARE INC 0.1%
Value $2.108M Shares 10,692 Share Price $197.15 * Est. Cost/Share $100.88 Unrealized @ Report Date +109.7%
MTCH MATCH GROUP INC NEW 0.1%
Value $2.082M Shares 64,471 Share Price $32.29 Est. Cost/Share $100.15 Unrealized @ Report Date -67.2%
LRCX LAM RESEARCH CORP 0.1%
Value $2.066M Shares 12,071 Share Price $171.18 * Est. Cost/Share $74.98 Unrealized @ Report Date +107.2%
BA BOEING CO 0.1%
Value $2.018M Shares 9,294 Share Price $217.12 * Est. Cost/Share $206.54 Unrealized @ Report Date -0.4%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $1.99M Shares 48,864 Share Price $40.73 Est. Cost/Share $36.22 Unrealized @ Report Date +11.8%
PODD INSULET CORP 0.1%
Value $1.896M Shares 6,671 Share Price $284.24 * Est. Cost/Share $298.81 Unrealized @ Report Date +4.6%
BND VANGUARD BD INDEX FDS 0.1%
Value $1.867M Shares 25,206 Share Price $74.07 Est. Cost/Share $75.69 Unrealized @ Report Date
ABBV ABBVIE INC 0.1%
Value $1.849M Shares 8,092 Share Price $228.49 Est. Cost/Share $97.39 Unrealized @ Report Date +133.6%
MA MASTERCARD INCORPORATED 0.1%
Value $1.802M Shares 3,156 Share Price $570.92 * Est. Cost/Share $457.18 Unrealized @ Report Date +22.3%
GLW CORNING INC 0.1%
Value $1.797M Shares 20,518 Share Price $87.56 Est. Cost/Share $31.19 Unrealized @ Report Date +175.7%
VOE VANGUARD INDEX FDS 0.1%
Value $1.745M Shares 9,838 Share Price $177.36 Est. Cost/Share $165.45 Unrealized @ Report Date
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value $1.741M Shares 3,713 Share Price $468.76 * Est. Cost/Share $372.08 Unrealized @ Report Date +36.9%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $1.728M Shares 32,035 Share Price $53.94 * Est. Cost/Share $44.58 Unrealized @ Report Date +6.6%
BSV VANGUARD BD INDEX FDS 0.1%
Value $1.72M Shares 21,820 Share Price $78.81 Est. Cost/Share $79.41 Unrealized @ Report Date
INTC INTEL CORP 0.1%
Value $1.708M Shares 46,280 Share Price $36.90 * Est. Cost/Share $31.98 Unrealized @ Report Date +18.1%
KO COCA COLA CO 0.1%
Value $1.657M Shares 23,698 Share Price $69.91 Est. Cost/Share $44.79 Unrealized @ Report Date +54.9%
XDIV ROUNDHILL ETF TRUST 0.1%
Value $1.629M Shares 58,694 Share Price $27.76 Est. Cost/Share $27.76 Unrealized @ Report Date
WM WASTE MGMT INC DEL 0.1%
Value $1.626M Shares 7,399 Share Price $219.71 * Est. Cost/Share $170.95 Unrealized @ Report Date +24.3%
EEM ISHARES TR 0.1%
Value $1.618M Shares 29,570 Share Price $54.71 Est. Cost/Share $48.47 Unrealized @ Report Date
BLK BLACKROCK INC 0.1%
Value $1.614M Shares 1,508 Share Price $1070.08 Est. Cost/Share $991.05 Unrealized @ Report Date +9.9%
HON HONEYWELL INTL INC 0.1%
Value $1.61M Shares 8,253 Share Price $195.09 Est. Cost/Share $141.16 Unrealized @ Report Date +38.2%
PAVE GLOBAL X FDS 0.1%
Value $1.593M Shares 33,333 Share Price $47.79 Est. Cost/Share $28.08 Unrealized @ Report Date
NSC NORFOLK SOUTHN CORP 0.1%
Value $1.584M Shares 5,487 Share Price $288.72 Est. Cost/Share $207.95 Unrealized @ Report Date +38.8%
ESGV VANGUARD WORLD FD 0.1%
Value $1.551M Shares 12,824 Share Price $120.96 Est. Cost/Share $77.66 Unrealized @ Report Date
SRLN SSGA ACTIVE ETF TR 0.1%
Value $1.55M Shares 37,547 Share Price $41.27 Est. Cost/Share $41.64 Unrealized @ Report Date
DGRO ISHARES TR 0.1%
Value $1.538M Shares 22,148 Share Price $69.42 Est. Cost/Share $50.88 Unrealized @ Report Date
PM PHILIP MORRIS INTL INC 0.0%
Value $1.502M Shares 9,364 Share Price $160.40 * Est. Cost/Share $94.18 Unrealized @ Report Date +63.1%
ISRG INTUITIVE SURGICAL INC 0.0%
Value $1.493M Shares 2,636 Share Price $566.36 * Est. Cost/Share $288.31 Unrealized @ Report Date +84.7%
TRV TRAVELERS COMPANIES INC 0.0%
Value $1.481M Shares 5,106 Share Price $290.07 * Est. Cost/Share $163.73 Unrealized @ Report Date +71.4%
VNQ VANGUARD INDEX FDS 0.0%
Value $1.477M Shares 16,690 Share Price $88.49 Est. Cost/Share $92.15 Unrealized @ Report Date
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $1.461M Shares 2,521 Share Price $579.45 * Est. Cost/Share $479.59 Unrealized @ Report Date +17.8%
GEV GE VERNOVA INC 0.0%
Value $1.419M Shares 2,171 Share Price $653.57 * Est. Cost/Share $230.80 Unrealized @ Report Date +163.9%
MO ALTRIA GROUP INC 0.0%
Value $1.416M Shares 24,550 Share Price $57.66 * Est. Cost/Share $41.04 Unrealized @ Report Date +44.6%
CL COLGATE PALMOLIVE CO 0.0%
Value $1.406M Shares 17,792 Share Price $79.02 Est. Cost/Share $73.54 Unrealized @ Report Date +6.5%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $1.386M Shares 27,915 Share Price $49.65 Est. Cost/Share $50.68 Unrealized @ Report Date
T AT&T INC 0.0%
Value $1.36M Shares 54,735 Share Price $24.84 Est. Cost/Share $17.46 Unrealized @ Report Date +44.8%
AKRE PROFESIONALLY MANAGED PORTFO 0.0%
Value $1.355M Shares 20,677 Share Price $65.51 Est. Cost/Share $65.51 Unrealized @ Report Date
CRM SALESFORCE INC 0.0%
Value $1.352M Shares 5,103 Share Price $264.92 * Est. Cost/Share $239.31 Unrealized @ Report Date +3.7%
MAR MARRIOTT INTL INC NEW 0.0%
Value $1.305M Shares 4,208 Share Price $310.24 * Est. Cost/Share $70.80 Unrealized @ Report Date +303.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value $1.279M Shares 4,209 Share Price $303.89 Est. Cost/Share $118.50 Unrealized @ Report Date
AFL AFLAC INC 0.0%
Value $1.265M Shares 11,468 Share Price $110.27 Est. Cost/Share $45.67 Unrealized @ Report Date +140.5%
QCOM QUALCOMM INC 0.0%
Value $1.243M Shares 7,270 Share Price $171.05 Est. Cost/Share $114.46 Unrealized @ Report Date +49.2%
IEFA ISHARES TR 0.0%
Value $1.241M Shares 13,872 Share Price $89.46 Est. Cost/Share $74.63 Unrealized @ Report Date
PTON PELOTON INTERACTIVE INC 0.0%
Value $1.233M Shares 200,216 Share Price $6.16 * Est. Cost/Share $120.32 Unrealized @ Report Date -94.1%
JEF JEFFERIES FINL GROUP INC 0.0%
Value $1.229M Shares 19,836 Share Price $61.97 * Est. Cost/Share $26.12 Unrealized @ Report Date +117.0%
SCHD SCHWAB STRATEGIC TR 0.0%
Value $1.176M Shares 42,866 Share Price $27.43 Est. Cost/Share $40.83 Unrealized @ Report Date
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value $1.158M Shares 23,964 Share Price $48.32 Est. Cost/Share $48.81 Unrealized @ Report Date
CNQ CANADIAN NAT RES LTD 0.0%
Value $1.141M Shares 33,714 Share Price $33.85 * Est. Cost/Share $24.17 Unrealized @ Report Date +34.2%
UBER UBER TECHNOLOGIES INC 0.0%
Value $1.124M Shares 13,759 Share Price $81.71 * Est. Cost/Share $81.56 Unrealized @ Report Date +10.4%
MET METLIFE INC 0.0%
Value $1.117M Shares 14,152 Share Price $78.94 Est. Cost/Share $75.01 Unrealized @ Report Date +5.2%
ADSK AUTODESK INC 0.0%
Value $1.094M Shares 3,697 Share Price $296.01 * Est. Cost/Share $264.72 Unrealized @ Report Date +14.3%
NVO NOVO-NORDISK A S 0.0%
Value $1.093M Shares 21,484 Share Price $50.88 Est. Cost/Share $119.57 Unrealized @ Report Date
DE DEERE & CO 0.0%
Value $1.089M Shares 2,339 Share Price $465.47 Est. Cost/Share $338.08 Unrealized @ Report Date +38.3%
IVE ISHARES TR 0.0%
Value $1.08M Shares 5,092 Share Price $212.08 Est. Cost/Share $148.86 Unrealized @ Report Date
AMT AMERICAN TOWER CORP NEW 0.0%
Value $1.078M Shares 6,141 Share Price $175.57 * Est. Cost/Share $122.84 Unrealized @ Report Date +46.8%
CMI CUMMINS INC 0.0%
Value $1.078M Shares 2,111 Share Price $510.45 * Est. Cost/Share $164.28 Unrealized @ Report Date +183.9%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $1.061M Shares 4,125 Share Price $257.22 * Est. Cost/Share $109.40 Unrealized @ Report Date +142.1%
OKE ONEOK INC NEW 0.0%
Value $1.035M Shares 14,088 Share Price $73.50 * Est. Cost/Share $50.88 Unrealized @ Report Date +38.5%
CI THE CIGNA GROUP 0.0%
Value $1.035M Shares 3,762 Share Price $275.23 Est. Cost/Share $176.65 Unrealized @ Report Date +58.1%
IYF ISHARES TR 0.0%
Value $1.02M Shares 7,913 Share Price $128.93 Est. Cost/Share $77.84 Unrealized @ Report Date
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value $1.003M Shares 1,728 Share Price $580.71 * Est. Cost/Share $179.62 Unrealized @ Report Date +248.0%
UL UNILEVER PLC 0.0%
Value $997K Shares 15,244 Share Price $65.40 Est. Cost/Share $65.40 Unrealized @ Report Date
AMAT APPLIED MATLS INC 0.0%
Value $967K Shares 3,762 Share Price $256.96 * Est. Cost/Share $168.63 Unrealized @ Report Date +42.0%
AON AON PLC 0.0%
Value $965K Shares 2,734 Share Price $352.88 Est. Cost/Share $234.21 Unrealized @ Report Date +49.1%
ETHA ISHARES ETHEREUM TR 0.0%
Value $954K Shares 42,534 Share Price $22.43 Est. Cost/Share $24.42 Unrealized @ Report Date
IXUS ISHARES TR 0.0%
Value $953K Shares 11,255 Share Price $84.64 Est. Cost/Share $70.67 Unrealized @ Report Date
NOC NORTHROP GRUMMAN CORP 0.0%
Value $948K Shares 1,662 Share Price $570.21 Est. Cost/Share $454.24 Unrealized @ Report Date +27.4%
VTEC VANGUARD CALIF TAX FREE FDS 0.0%
Value $936K Shares 9,331 Share Price $100.26 Est. Cost/Share $99.36 Unrealized @ Report Date
IJT ISHARES TR 0.0%
Value $924K Shares 6,546 Share Price $141.16 Est. Cost/Share $114.19 Unrealized @ Report Date
MELI MERCADOLIBRE INC 0.0%
Value $902K Shares 448 Share Price $2014.26 * Est. Cost/Share $1060.99 Unrealized @ Report Date +98.0%
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value $898K Shares 2,561 Share Price $350.55 * Est. Cost/Share $355.77 Unrealized @ Report Date -5.4%
SCHW SCHWAB CHARLES CORP 0.0%
Value $897K Shares 8,974 Share Price $99.91 * Est. Cost/Share $61.64 Unrealized @ Report Date +53.7%
VXF VANGUARD INDEX FDS 0.0%
Value $893K Shares 4,272 Share Price $209.10 Est. Cost/Share $140.09 Unrealized @ Report Date
NVS NOVARTIS AG 0.0%
Value $888K Shares 6,442 Share Price $137.87 Est. Cost/Share $107.87 Unrealized @ Report Date
EFAV ISHARES TR 0.0%
Value $885K Shares 10,258 Share Price $86.25 Est. Cost/Share $84.47 Unrealized @ Report Date
SBUX STARBUCKS CORP 0.0%
Value $878K Shares 10,431 Share Price $84.21 Est. Cost/Share $82.42 Unrealized @ Report Date +2.0%
EEMV ISHARES INC 0.0%
Value $853K Shares 13,324 Share Price $64.04 Est. Cost/Share $64.04 Unrealized @ Report Date
C CITIGROUP INC 0.0%
Value $853K Shares 7,309 Share Price $116.69 * Est. Cost/Share $68.69 Unrealized @ Report Date +50.9%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value $849K Shares 1,767 Share Price $480.65 Est. Cost/Share $319.25 Unrealized @ Report Date
DEO DIAGEO PLC 0.0%
Value $846K Shares 9,808 Share Price $86.27 Est. Cost/Share $113.87 Unrealized @ Report Date
MMM 3M CO 0.0%
Value $841K Shares 5,254 Share Price $160.10 Est. Cost/Share $125.12 Unrealized @ Report Date +30.4%
LSPD LIGHTSPEED COMMERCE INC 0.0%
Value $837K Shares 69,286 Share Price $12.08 Est. Cost/Share $15.18 Unrealized @ Report Date
WELL WELLTOWER INC 0.0%
Value $832K Shares 4,480 Share Price $185.61 Est. Cost/Share $78.86 Unrealized @ Report Date +136.5%
ACWI ISHARES TR 0.0%
Value $825K Shares 5,828 Share Price $141.49 Est. Cost/Share $81.51 Unrealized @ Report Date
OWL BLUE OWL CAPITAL INC 0.0%
Value $817K Shares 54,697 Share Price $14.94 * Est. Cost/Share $17.32 Unrealized @ Report Date -9.7%
SHEL SHELL PLC 0.0%
Value $815K Shares 11,092 Share Price $73.48 Est. Cost/Share $68.12 Unrealized @ Report Date
EMR EMERSON ELEC CO 0.0%
Value $813K Shares 6,129 Share Price $132.72 Est. Cost/Share $53.40 Unrealized @ Report Date +147.9%
SCHB SCHWAB STRATEGIC TR 0.0%
Value $809K Shares 30,853 Share Price $26.23 Est. Cost/Share $33.84 Unrealized @ Report Date
VBIL VANGUARD INSTL INDEX FD 0.0%
Value $806K Shares 10,682 Share Price $75.43 Est. Cost/Share $75.50 Unrealized @ Report Date
YUM YUM BRANDS INC 0.0%
Value $804K Shares 5,315 Share Price $151.28 * Est. Cost/Share $108.78 Unrealized @ Report Date +35.7%
HOOD ROBINHOOD MKTS INC 0.0%
Value $795K Shares 7,028 Share Price $113.10 * Est. Cost/Share $21.08 Unrealized @ Report Date +517.0%
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value $795K Shares 7,885 Share Price $100.80 * Est. Cost/Share $103.82 Unrealized @ Report Date -6.2%
BDX BECTON DICKINSON & CO 0.0%
Value $793K Shares 4,084 Share Price $194.07 * Est. Cost/Share $162.78 Unrealized @ Report Date +16.4%
EFAA INVESCO ACTIVELY MANAGED EXC 0.0%
Value $786K Shares 14,541 Share Price $54.05 Est. Cost/Share $52.58 Unrealized @ Report Date
COF CAPITAL ONE FINL CORP 0.0%
Value $782K Shares 3,227 Share Price $242.36 * Est. Cost/Share $171.47 Unrealized @ Report Date +29.6%
ADAMS DIVERSIFIED EQUITY FD 0.0%
Value $781K Shares 33,489 Share Price $23.32 Est. Cost/Share $19.87 Unrealized @ Report Date
TXN TEXAS INSTRS INC 0.0%
Value $772K Shares 4,449 Share Price $173.47 Est. Cost/Share $167.55 Unrealized @ Report Date +1.9%
URTH ISHARES INC 0.0%
Value $760K Shares 4,090 Share Price $185.77 Est. Cost/Share $91.80 Unrealized @ Report Date
FDX FEDEX CORP 0.0%
Value $756K Shares 2,618 Share Price $288.85 * Est. Cost/Share $229.27 Unrealized @ Report Date +14.1%
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value $750K Shares 12,658 Share Price $59.28 Est. Cost/Share $66.13 Unrealized @ Report Date
SPG SIMON PPTY GROUP INC NEW 0.0%
Value $744K Shares 4,018 Share Price $185.13 * Est. Cost/Share $112.42 Unrealized @ Report Date +60.1%
ITW ILLINOIS TOOL WKS INC 0.0%
Value $736K Shares 2,990 Share Price $246.30 Est. Cost/Share $218.92 Unrealized @ Report Date +13.1%
ARES ARES MANAGEMENT CORPORATION 0.0%
Value $724K Shares 4,480 Share Price $161.63 * Est. Cost/Share $162.44 Unrealized @ Report Date -4.6%
SCHX SCHWAB STRATEGIC TR 0.0%
Value $719K Shares 26,705 Share Price $26.91 Est. Cost/Share $33.26 Unrealized @ Report Date
KLAC KLA CORP 0.0%
Value $718K Shares 591 Share Price $1214.89 * Est. Cost/Share $503.12 Unrealized @ Report Date +132.9%
PSX PHILLIPS 66 0.0%
Value $711K Shares 5,508 Share Price $129.03 * Est. Cost/Share $82.36 Unrealized @ Report Date +62.7%
EATON VANCE TX ADV GLBL DIV 0.0%
Value $707K Shares 30,626 Share Price $23.10 Est. Cost/Share $23.10 Unrealized @ Report Date
KMI KINDER MORGAN INC DEL 0.0%
Value $700K Shares 25,448 Share Price $27.49 * Est. Cost/Share $13.44 Unrealized @ Report Date +100.2%
HALO HALOZYME THERAPEUTICS INC 0.0%
Value $690K Shares 10,247 Share Price $67.30 Est. Cost/Share $37.53 Unrealized @ Report Date +79.3%
BXSL BLACKSTONE SECD LENDING FD 0.0%
Value $685K Shares 26,000 Share Price $26.33 Est. Cost/Share $16.97 Unrealized @ Report Date +53.8%
IWV ISHARES TR 0.0%
Value $684K Shares 1,768 Share Price $386.82 Est. Cost/Share $334.27 Unrealized @ Report Date
KMB KIMBERLY-CLARK CORP 0.0%
Value $680K Shares 6,737 Share Price $100.89 * Est. Cost/Share $102.42 Unrealized @ Report Date +5.8%
TTE TOTALENERGIES SE 0.0%
Value $672K Shares 10,276 Share Price $65.42 * Est. Cost/Share $63.23 Unrealized @ Report Date 0.0%
CENTRAL SECS CORP 0.0%
Value $670K Shares 13,210 Share Price $50.71 Est. Cost/Share $44.96 Unrealized @ Report Date
VIGI VANGUARD WHITEHALL FDS 0.0%
Value $667K Shares 7,297 Share Price $91.45 Est. Cost/Share $90.37 Unrealized @ Report Date
GENERAL AMERN INVS CO INC 0.0%
Value $666K Shares 11,336 Share Price $58.73 Est. Cost/Share $50.37 Unrealized @ Report Date
MDB MONGODB INC 0.0%
Value $665K Shares 1,584 Share Price $419.69 * Est. Cost/Share $154.68 Unrealized @ Report Date +135.2%
DUK DUKE ENERGY CORP NEW 0.0%
Value $664K Shares 5,669 Share Price $117.21 * Est. Cost/Share $99.70 Unrealized @ Report Date +21.9%
CEG CONSTELLATION ENERGY CORP 0.0%
Value $662K Shares 1,875 Share Price $353.27 * Est. Cost/Share $231.71 Unrealized @ Report Date +56.7%
COMP COMPASS INC 0.0%
Value $652K Shares 61,730 Share Price $10.57 * Est. Cost/Share $10.95 Unrealized @ Report Date -16.7%
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value $640K Shares 9,959 Share Price $64.31 * Est. Cost/Share $41.82 Unrealized @ Report Date +59.9%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value $640K Shares 7,512 Share Price $85.25 * Est. Cost/Share $60.09 Unrealized @ Report Date +36.6%
ABT ABBOTT LABS 0.0%
Value $639K Shares 5,104 Share Price $125.29 Est. Cost/Share $111.19 Unrealized @ Report Date +14.5%
HWM HOWMET AEROSPACE INC 0.0%
Value $632K Shares 3,084 Share Price $205.02 * Est. Cost/Share $154.85 Unrealized @ Report Date +28.5%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $618K Shares 2,884 Share Price $214.16 * Est. Cost/Share $128.53 Unrealized @ Report Date +74.7%
D DOMINION ENERGY INC 0.0%
Value $615K Shares 10,502 Share Price $58.59 Est. Cost/Share $62.46 Unrealized @ Report Date -4.3%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value $603K Shares 2,354 Share Price $256.03 * Est. Cost/Share $185.09 Unrealized @ Report Date +34.7%
ACN ACCENTURE PLC IRELAND 0.0%
Value $593K Shares 2,210 Share Price $268.30 * Est. Cost/Share $266.05 Unrealized @ Report Date -4.5%
VTIP VANGUARD MALVERN FDS 0.0%
Value $592K Shares 11,976 Share Price $49.46 Est. Cost/Share $50.63 Unrealized @ Report Date
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value $589K Shares 7,028 Share Price $83.75 Est. Cost/Share $83.82 Unrealized @ Report Date
MGC VANGUARD WORLD FD 0.0%
Value $588K Shares 2,340 Share Price $251.18 Est. Cost/Share $110.69 Unrealized @ Report Date
MDLZ MONDELEZ INTL INC 0.0%
Value $580K Shares 10,783 Share Price $53.83 * Est. Cost/Share $41.37 Unrealized @ Report Date +37.9%
KKR KKR & CO INC 0.0%
Value $578K Shares 4,536 Share Price $127.48 * Est. Cost/Share $116.65 Unrealized @ Report Date +6.5%
COP CONOCOPHILLIPS 0.0%
Value $577K Shares 6,167 Share Price $93.61 * Est. Cost/Share $93.28 Unrealized @ Report Date -3.5%
CSX CSX CORP 0.0%
Value $576K Shares 15,893 Share Price $36.25 Est. Cost/Share $31.23 Unrealized @ Report Date +14.3%
VCR VANGUARD WORLD FD 0.0%
Value $576K Shares 1,461 Share Price $393.95 Est. Cost/Share $143.57 Unrealized @ Report Date
DSI ISHARES TR 0.0%
Value $575K Shares 4,464 Share Price $128.83 Est. Cost/Share $82.66 Unrealized @ Report Date
DXCM DEXCOM INC 0.0%
Value $575K Shares 8,660 Share Price $66.37 * Est. Cost/Share $82.15 Unrealized @ Report Date -21.3%
SIXG ETF SER SOLUTIONS 0.0%
Value $573K Shares 8,983 Share Price $63.84 Est. Cost/Share $37.48 Unrealized @ Report Date
DFSV DIMENSIONAL ETF TRUST 0.0%
Value $565K Shares 17,190 Share Price $32.89 Est. Cost/Share $26.75 Unrealized @ Report Date
UPS UNITED PARCEL SERVICE INC 0.0%
Value $560K Shares 5,645 Share Price $99.18 * Est. Cost/Share $140.55 Unrealized @ Report Date -34.0%
IDXX IDEXX LABS INC 0.0%
Value $557K Shares 823 Share Price $676.53 Est. Cost/Share $531.80 Unrealized @ Report Date +28.1%
OBDC BLUE OWL CAPITAL CORPORATION 0.0%
Value $557K Shares 44,789 Share Price $12.43 Est. Cost/Share $11.68 Unrealized @ Report Date +5.7%
ADI ANALOG DEVICES INC 0.0%
Value $551K Shares 2,032 Share Price $271.20 * Est. Cost/Share $161.84 Unrealized @ Report Date +54.9%
BIL SPDR SERIES TRUST 0.0%
Value $551K Shares 6,026 Share Price $91.38 Est. Cost/Share $91.81 Unrealized @ Report Date
SFY TIDAL TRUST I 0.0%
Value $550K Shares 4,165 Share Price $132.16 Est. Cost/Share $108.84 Unrealized @ Report Date
ROBO EXCHANGE TRADED CONCEPTS TRU 0.0%
Value $550K Shares 7,929 Share Price $69.31 Est. Cost/Share $37.98 Unrealized @ Report Date
PANW PALO ALTO NETWORKS INC 0.0%
Value $542K Shares 2,940 Share Price $184.20 * Est. Cost/Share $184.92 Unrealized @ Report Date +9.1%
DAL DELTA AIR LINES INC DEL 0.0%
Value $541K Shares 7,800 Share Price $69.40 * Est. Cost/Share $56.83 Unrealized @ Report Date +9.9%
IWO ISHARES TR 0.0%
Value $532K Shares 1,647 Share Price $323.06 Est. Cost/Share $190.95 Unrealized @ Report Date
ETN EATON CORP PLC 0.0%
Value $523K Shares 1,642 Share Price $318.51 * Est. Cost/Share $363.27 Unrealized @ Report Date -2.4%
AZO AUTOZONE INC 0.0%
Value $509K Shares 150 Share Price $3391.50 * Est. Cost/Share $3450.47 Unrealized @ Report Date +9.5%
RSPA INVESCO ACTIVELY MANAGED EXC 0.0%
Value $497K Shares 9,751 Share Price $50.96 Est. Cost/Share $50.25 Unrealized @ Report Date
IWY ISHARES TR 0.0%
Value $492K Shares 1,776 Share Price $276.96 Est. Cost/Share $235.22 Unrealized @ Report Date
JNK SPDR SERIES TRUST 0.0%
Value $486K Shares 5,002 Share Price $97.21 Est. Cost/Share $104.85 Unrealized @ Report Date
MTB M & T BK CORP 0.0%
Value $481K Shares 2,390 Share Price $201.46 * Est. Cost/Share $159.18 Unrealized @ Report Date +19.4%
IWR ISHARES TR 0.0%
Value $479K Shares 4,971 Share Price $96.27 Est. Cost/Share $74.06 Unrealized @ Report Date
EXPE EXPEDIA GROUP INC 0.0%
Value $475K Shares 1,676 Share Price $283.31 * Est. Cost/Share $200.25 Unrealized @ Report Date +23.3%
FNDX SCHWAB STRATEGIC TR 0.0%
Value $473K Shares 17,398 Share Price $27.21 Est. Cost/Share $24.54 Unrealized @ Report Date
IBB ISHARES TR 0.0%
Value $472K Shares 2,796 Share Price $168.76 Est. Cost/Share $137.86 Unrealized @ Report Date
XBNYX BLACKROCK N Y MUN INCOME TRU 0.0%
Value $469K Shares 46,235 Share Price $10.14 Est. Cost/Share $10.58 Unrealized @ Report Date
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value $464K Shares 5,549 Share Price $83.62 Est. Cost/Share $57.35 Unrealized @ Report Date
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $462K Shares 4,005 Share Price $115.31 * Est. Cost/Share $62.69 Unrealized @ Report Date +87.8%
SRH TOTAL RETURN FUND INC 0.0%
Value $461K Shares 24,867 Share Price $18.54 Est. Cost/Share $17.25 Unrealized @ Report Date
SHY ISHARES TR 0.0%
Value $454K Shares 5,481 Share Price $82.82 Est. Cost/Share $82.87 Unrealized @ Report Date
ANET ARISTA NETWORKS INC 0.0%
Value $451K Shares 3,444 Share Price $131.03 * Est. Cost/Share $104.28 Unrealized @ Report Date +32.0%
SPGI S&P GLOBAL INC 0.0%
Value $450K Shares 862 Share Price $522.59 * Est. Cost/Share $427.57 Unrealized @ Report Date +15.6%
SHV ISHARES TR 0.0%
Value $449K Shares 4,078 Share Price $110.15 Est. Cost/Share $110.42 Unrealized @ Report Date
AGG ISHARES TR 0.0%
Value $447K Shares 4,478 Share Price $99.89 Est. Cost/Share $97.78 Unrealized @ Report Date
NGG NATIONAL GRID PLC 0.0%
Value $444K Shares 5,734 Share Price $77.35 Est. Cost/Share $53.17 Unrealized @ Report Date
SYK STRYKER CORPORATION 0.0%
Value $443K Shares 1,259 Share Price $351.47 * Est. Cost/Share $218.67 Unrealized @ Report Date +66.2%
NOBL PROSHARES TR 0.0%
Value $440K Shares 4,224 Share Price $104.08 Est. Cost/Share $78.10 Unrealized @ Report Date
MKC MCCORMICK & CO INC 0.0%
Value $439K Shares 6,444 Share Price $68.11 * Est. Cost/Share $64.75 Unrealized @ Report Date +1.8%
HSY HERSHEY CO 0.0%
Value $438K Shares 2,409 Share Price $181.99 Est. Cost/Share $209.79 Unrealized @ Report Date -13.2%
EATON VANCE TAX-ADVANTAGED G 0.0%
Value $436K Shares 14,361 Share Price $30.35 Est. Cost/Share $24.07 Unrealized @ Report Date
AZN ASTRAZENECA PLC 0.0%
Value $435K Shares 4,735 Share Price $91.93 Est. Cost/Share $59.11 Unrealized @ Report Date
DLS WISDOMTREE TR 0.0%
Value $428K Shares 5,286 Share Price $81.02 Est. Cost/Share $58.17 Unrealized @ Report Date
MSIF MSC INCOME FUND INC 0.0%
Value $427K Shares 32,500 Share Price $13.14 Est. Cost/Share $15.91 Unrealized @ Report Date -16.5%
QXO QXO INC 0.0%
Value $426K Shares 22,105 Share Price $19.29 Est. Cost/Share $19.16 Unrealized @ Report Date 0.0%
DHR DANAHER CORPORATION 0.0%
Value $418K Shares 1,826 Share Price $228.92 * Est. Cost/Share $227.16 Unrealized @ Report Date -3.4%
DBX DROPBOX INC 0.0%
Value $417K Shares 15,000 Share Price $27.80 * Est. Cost/Share $28.89 Unrealized @ Report Date +0.8%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $417K Shares 4,569 Share Price $91.21 * Est. Cost/Share $90.63 Unrealized @ Report Date +7.8%
VHT VANGUARD WORLD FD 0.0%
Value $417K Shares 1,448 Share Price $287.79 Est. Cost/Share $254.78 Unrealized @ Report Date
SAP SAP SE 0.0%
Value $415K Shares 1,708 Share Price $242.91 Est. Cost/Share $226.48 Unrealized @ Report Date
DFAS DIMENSIONAL ETF TRUST 0.0%
Value $414K Shares 5,945 Share Price $69.67 Est. Cost/Share $58.08 Unrealized @ Report Date
NYT NEW YORK TIMES CO 0.0%
Value $413K Shares 5,947 Share Price $69.42 * Est. Cost/Share $40.91 Unrealized @ Report Date +51.1%
AMP AMERIPRISE FINL INC 0.0%
Value $410K Shares 837 Share Price $490.34 * Est. Cost/Share $434.81 Unrealized @ Report Date +9.0%
IUSG ISHARES TR 0.0%
Value $393K Shares 2,340 Share Price $167.97 Est. Cost/Share $135.99 Unrealized @ Report Date
FSLR FIRST SOLAR INC 0.0%
Value $389K Shares 1,489 Share Price $261.23 * Est. Cost/Share $191.94 Unrealized @ Report Date +31.4%
TRI CONTL CORP 0.0%
Value $388K Shares 11,866 Share Price $32.66 Est. Cost/Share $30.67 Unrealized @ Report Date
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $387K Shares 2,087 Share Price $185.52 Est. Cost/Share $170.42 Unrealized @ Report Date +9.4%
STUB STUBHUB HLDGS INC 0.0%
Value $386K Shares 28,500 Share Price $13.53 * Est. Cost/Share $15.72 Unrealized @ Report Date 0.0%
HG HAMILTON INSURANCE GROUP LTD 0.0%
Value $384K Shares 13,746 Share Price $27.90 * Est. Cost/Share $20.38 Unrealized @ Report Date +27.4%
FIHL FIDELIS INSURANCE HOLDINGS L 0.0%
Value $381K Shares 19,462 Share Price $19.57 * Est. Cost/Share $15.81 Unrealized @ Report Date +17.9%
XLY SELECT SECTOR SPDR TR 0.0%
Value $379K Shares 3,178 Share Price $119.39 Est. Cost/Share $148.96 Unrealized @ Report Date
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value $378K Shares 1,493 Share Price $252.96 Est. Cost/Share $196.37 Unrealized @ Report Date
DUOL DUOLINGO INC 0.0%
Value $376K Shares 2,144 Share Price $175.50 * Est. Cost/Share $235.26 Unrealized @ Report Date +0.2%
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value $375K Shares 7,403 Share Price $50.59 Est. Cost/Share $50.72 Unrealized @ Report Date
MU MICRON TECHNOLOGY INC 0.0%
Value $374K Shares 1,309 Share Price $285.34 * Est. Cost/Share $229.35 Unrealized @ Report Date 0.0%
MCB METROPOLITAN BK HLDG CORP 0.0%
Value $372K Shares 4,868 Share Price $76.36 * Est. Cost/Share $39.74 Unrealized @ Report Date +85.9%
IAU ISHARES GOLD TR 0.0%
Value $366K Shares 4,515 Share Price $81.17 Est. Cost/Share $59.59 Unrealized @ Report Date
IWP ISHARES TR 0.0%
Value $365K Shares 2,668 Share Price $136.96 Est. Cost/Share $121.33 Unrealized @ Report Date
PYPL PAYPAL HLDGS INC 0.0%
Value $364K Shares 6,227 Share Price $58.38 * Est. Cost/Share $103.49 Unrealized @ Report Date -37.3%
IWS ISHARES TR 0.0%
Value $354K Shares 2,509 Share Price $141.06 Est. Cost/Share $118.95 Unrealized @ Report Date
SHW SHERWIN WILLIAMS CO 0.0%
Value $354K Shares 1,092 Share Price $324.03 * Est. Cost/Share $363.25 Unrealized @ Report Date -8.0%
EZU ISHARES INC 0.0%
Value $352K Shares 5,499 Share Price $64.10 Est. Cost/Share $45.47 Unrealized @ Report Date
SHOP SHOPIFY INC 0.0%
Value $352K Shares 2,189 Share Price $160.97 Est. Cost/Share $108.97 Unrealized @ Report Date +47.3%
EVR EVERCORE INC 0.0%
Value $347K Shares 1,021 Share Price $340.20 * Est. Cost/Share $244.53 Unrealized @ Report Date +31.2%
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value $346K Shares 8,921 Share Price $38.73 Est. Cost/Share $41.87 Unrealized @ Report Date
BLACKROCK MUNIYIELD N Y QUAL 0.0%
Value $344K Shares 34,670 Share Price $9.91 Est. Cost/Share $9.99 Unrealized @ Report Date
IEMG ISHARES INC 0.0%
Value $342K Shares 5,087 Share Price $67.22 Est. Cost/Share $60.43 Unrealized @ Report Date
WMB WILLIAMS COS INC 0.0%
Value $339K Shares 5,645 Share Price $60.11 Est. Cost/Share $58.70 Unrealized @ Report Date +2.3%
QUAL ISHARES TR 0.0%
Value $334K Shares 1,684 Share Price $198.62 Est. Cost/Share $172.24 Unrealized @ Report Date
BN BROOKFIELD CORP 0.0%
Value $333K Shares 7,249 Share Price $45.89 Est. Cost/Share $31.21 Unrealized @ Report Date +45.9%
DIVZ ELEVATION SERIES TRUST 0.0%
Value $333K Shares 9,145 Share Price $36.36 Est. Cost/Share $35.48 Unrealized @ Report Date
CME CME GROUP INC 0.0%
Value $330K Shares 1,210 Share Price $273.08 Est. Cost/Share $197.23 Unrealized @ Report Date +37.3%
ASML ASML HOLDING N V 0.0%
Value $328K Shares 307 Share Price $1069.86 Est. Cost/Share $995.27 Unrealized @ Report Date
CARS CARS COM INC 0.0%
Value $326K Shares 26,745 Share Price $12.20 * Est. Cost/Share $18.22 Unrealized @ Report Date -36.2%
FXE INVESCO CURRENCYSHARES EURO 0.0%
Value $323K Shares 2,978 Share Price $108.46 Est. Cost/Share $99.90 Unrealized @ Report Date
MPC MARATHON PETE CORP 0.0%
Value $318K Shares 1,956 Share Price $162.63 * Est. Cost/Share $174.47 Unrealized @ Report Date +6.8%
PGR PROGRESSIVE CORP 0.0%
Value $318K Shares 1,395 Share Price $227.78 * Est. Cost/Share $246.36 Unrealized @ Report Date -13.8%
AGNC AGNC INVT CORP 0.0%
Value $317K Shares 29,526 Share Price $10.72 Est. Cost/Share $9.60 Unrealized @ Report Date
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value $315K Shares 4,608 Share Price $68.36 Est. Cost/Share $58.56 Unrealized @ Report Date
FAST FASTENAL CO 0.0%
Value $315K Shares 7,838 Share Price $40.13 * Est. Cost/Share $34.61 Unrealized @ Report Date +21.4%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value $314K Shares 225 Share Price $1394.19 Est. Cost/Share $1338.52 Unrealized @ Report Date +4.3%
IDEV ISHARES TR 0.0%
Value $312K Shares 3,787 Share Price $82.47 Est. Cost/Share $56.51 Unrealized @ Report Date
CTVA CORTEVA INC 0.0%
Value $311K Shares 4,639 Share Price $67.03 * Est. Cost/Share $68.00 Unrealized @ Report Date -5.1%
ALL ALLSTATE CORP 0.0%
Value $306K Shares 1,472 Share Price $208.20 Est. Cost/Share $179.72 Unrealized @ Report Date +13.6%
KIM KIMCO RLTY CORP 0.0%
Value $303K Shares 14,969 Share Price $20.27 Est. Cost/Share $18.16 Unrealized @ Report Date +13.3%
TRGP TARGA RES CORP 0.0%
Value $302K Shares 1,638 Share Price $184.50 * Est. Cost/Share $113.18 Unrealized @ Report Date +48.5%
QLTY GMO ETF TRUST 0.0%
Value $299K Shares 7,781 Share Price $38.46 Est. Cost/Share $30.69 Unrealized @ Report Date
HACK AMPLIFY ETF TR 0.0%
Value $298K Shares 3,703 Share Price $80.38 Est. Cost/Share $76.26 Unrealized @ Report Date
ACWV ISHARES INC 0.0%
Value $296K Shares 2,493 Share Price $118.77 Est. Cost/Share $97.67 Unrealized @ Report Date
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value $295K Shares 1,095 Share Price $269.18 Est. Cost/Share $213.21 Unrealized @ Report Date
WBD WARNER BROS DISCOVERY INC 0.0%
Value $294K Shares 10,216 Share Price $28.82 * Est. Cost/Share $23.37 Unrealized @ Report Date 0.0%
XLU SELECT SECTOR SPDR TR 0.0%
Value $294K Shares 6,876 Share Price $42.69 Est. Cost/Share $58.63 Unrealized @ Report Date
IVOO VANGUARD ADMIRAL FDS INC 0.0%
Value $293K Shares 2,621 Share Price $111.79 Est. Cost/Share $106.22 Unrealized @ Report Date
TFC TRUIST FINL CORP 0.0%
Value $293K Shares 5,947 Share Price $49.21 * Est. Cost/Share $43.11 Unrealized @ Report Date +6.2%
GBDC GOLUB CAP BDC INC 0.0%
Value $291K Shares 21,408 Share Price $13.57 Est. Cost/Share $13.43 Unrealized @ Report Date +0.9%
FPAG INVESTMENT MANAGERS SER TR I 0.0%
Value $290K Shares 7,823 Share Price $37.10 Est. Cost/Share $30.49 Unrealized @ Report Date
SO SOUTHERN CO 0.0%
Value $289K Shares 3,318 Share Price $87.20 * Est. Cost/Share $73.58 Unrealized @ Report Date +23.5%
UEC URANIUM ENERGY CORP 0.0%
Value $288K Shares 24,687 Share Price $11.68 * Est. Cost/Share $6.27 Unrealized @ Report Date +109.3%
FEZ SPDR INDEX SHS FDS 0.0%
Value $288K Shares 4,477 Share Price $64.39 Est. Cost/Share $59.78 Unrealized @ Report Date
IWC ISHARES TR 0.0%
Value $288K Shares 1,826 Share Price $157.70 Est. Cost/Share $127.68 Unrealized @ Report Date
IWN ISHARES TR 0.0%
Value $287K Shares 1,584 Share Price $181.22 Est. Cost/Share $163.95 Unrealized @ Report Date
IOO ISHARES TR 0.0%
Value $283K Shares 2,231 Share Price $126.67 Est. Cost/Share $100.77 Unrealized @ Report Date
SCHV SCHWAB STRATEGIC TR 0.0%
Value $277K Shares 9,344 Share Price $29.61 Est. Cost/Share $26.78 Unrealized @ Report Date
RPM RPM INTL INC 0.0%
Value $277K Shares 2,660 Share Price $104.00 * Est. Cost/Share $57.94 Unrealized @ Report Date +86.8%
BIIB BIOGEN INC 0.0%
Value $275K Shares 1,564 Share Price $175.99 * Est. Cost/Share $135.17 Unrealized @ Report Date +20.9%
CPT CAMDEN PPTY TR 0.0%
Value $275K Shares 2,500 Share Price $110.08 * Est. Cost/Share $77.55 Unrealized @ Report Date +33.0%
GTLS CHART INDS INC 0.0%
Value $274K Shares 1,330 Share Price $206.23 Est. Cost/Share $190.05 Unrealized @ Report Date +6.6%
EFX EQUIFAX INC 0.0%
Value $273K Shares 1,257 Share Price $216.98 Est. Cost/Share $218.67 Unrealized @ Report Date 0.0%
PFF ISHARES TR 0.0%
Value $271K Shares 8,762 Share Price $30.96 Est. Cost/Share $36.31 Unrealized @ Report Date
MRVL MARVELL TECHNOLOGY INC 0.0%
Value $269K Shares 3,167 Share Price $84.97 * Est. Cost/Share $87.46 Unrealized @ Report Date 0.0%
SCHA SCHWAB STRATEGIC TR 0.0%
Value $269K Shares 9,440 Share Price $28.48 Est. Cost/Share $28.48 Unrealized @ Report Date
ARKK ARK ETF TR 0.0%
Value $267K Shares 3,471 Share Price $76.92 Est. Cost/Share $70.48 Unrealized @ Report Date
TGT TARGET CORP 0.0%
Value $266K Shares 2,720 Share Price $97.76 * Est. Cost/Share $129.37 Unrealized @ Report Date -29.2%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value $264K Shares 920 Share Price $287.32 * Est. Cost/Share $240.93 Unrealized @ Report Date +13.0%
GHC GRAHAM HLDGS CO 0.0%
Value $259K Shares 236 Share Price $1098.60 * Est. Cost/Share $552.79 Unrealized @ Report Date +93.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $259K Shares 4,905 Share Price $52.84 * Est. Cost/Share $61.84 Unrealized @ Report Date -10.2%
GSK GSK PLC 0.0%
Value $256K Shares 5,230 Share Price $49.04 Est. Cost/Share $43.16 Unrealized @ Report Date
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value $256K Shares 5,432 Share Price $47.08 Est. Cost/Share $46.96 Unrealized @ Report Date
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value $254K Shares 3,167 Share Price $80.30 Est. Cost/Share $82.72 Unrealized @ Report Date -2.0%
MUNY VANGUARD NY TAX FREE FDS 0.0%
Value $253K Shares 2,452 Share Price $103.24 Est. Cost/Share $103.24 Unrealized @ Report Date
IAT ISHARES TR 0.0%
Value $253K Shares 4,580 Share Price $55.15 Est. Cost/Share $41.84 Unrealized @ Report Date
CGW INVESCO EXCH TRADED FD TR II 0.0%
Value $252K Shares 4,000 Share Price $63.01 Est. Cost/Share $53.01 Unrealized @ Report Date
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value $250K Shares 1,742 Share Price $143.34 Est. Cost/Share $134.40 Unrealized @ Report Date
VIRTUS EQUITY & CONV INCM FD 0.0%
Value $249K Shares 10,000 Share Price $24.92 Est. Cost/Share $22.13 Unrealized @ Report Date
PBE INVESCO EXCHANGE TRADED FD T 0.0%
Value $249K Shares 3,025 Share Price $82.15 Est. Cost/Share $69.87 Unrealized @ Report Date
LDOS LEIDOS HOLDINGS INC 0.0%
Value $248K Shares 1,372 Share Price $180.44 * Est. Cost/Share $173.36 Unrealized @ Report Date +9.1%
CVS CVS HEALTH CORP 0.0%
Value $247K Shares 3,118 Share Price $79.36 Est. Cost/Share $67.82 Unrealized @ Report Date +16.0%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value $247K Shares 1,139 Share Price $217.06 Est. Cost/Share $223.02 Unrealized @ Report Date -4.2%
PHG KONINKLIJKE PHILIPS N V 0.0%
Value $246K Shares 9,087 Share Price $27.08 Est. Cost/Share $27.08 Unrealized @ Report Date
GRMN GARMIN LTD 0.0%
Value $245K Shares 1,207 Share Price $202.91 * Est. Cost/Share $196.09 Unrealized @ Report Date +10.5%
TMFC RBB FD INC 0.0%
Value $244K Shares 3,405 Share Price $71.77 Est. Cost/Share $70.53 Unrealized @ Report Date
ETH GRAYSCALE ETHEREUM MINI TR E 0.0%
Value $243K Shares 8,655 Share Price $28.06 Est. Cost/Share $39.18 Unrealized @ Report Date
TT TRANE TECHNOLOGIES PLC 0.0%
Value $241K Shares 620 Share Price $389.20 * Est. Cost/Share $359.62 Unrealized @ Report Date +15.0%
SCHF SCHWAB STRATEGIC TR 0.0%
Value $241K Shares 10,036 Share Price $24.04 Est. Cost/Share $22.13 Unrealized @ Report Date
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value $240K Shares 3,200 Share Price $75.05 Est. Cost/Share $75.05 Unrealized @ Report Date
NOW SERVICENOW INC 0.0%
Value $240K Shares 1,565 Share Price $153.19 * Est. Cost/Share $171.54 Unrealized @ Report Date 0.0%
BTI BRITISH AMERN TOB PLC 0.0%
Value $235K Shares 4,146 Share Price $56.62 Est. Cost/Share $53.39 Unrealized @ Report Date
PIMCO MUN INCOME FD II 0.0%
Value $234K Shares 30,981 Share Price $7.54 Est. Cost/Share $8.51 Unrealized @ Report Date
EXAS EXACT SCIENCES CORP 0.0%
Value $234K Shares 2,300 Share Price $101.56 * Est. Cost/Share $80.31 Unrealized @ Report Date 0.0%
ADBE ADOBE INC 0.0%
Value $233K Shares 665 Share Price $349.99 * Est. Cost/Share $302.14 Unrealized @ Report Date +12.6%
XLP SELECT SECTOR SPDR TR 0.0%
Value $230K Shares 2,966 Share Price $77.67 Est. Cost/Share $83.00 Unrealized @ Report Date
GIS GENERAL MLS INC 0.0%
Value $230K Shares 4,947 Share Price $46.50 * Est. Cost/Share $55.37 Unrealized @ Report Date -14.3%
SCHG SCHWAB STRATEGIC TR 0.0%
Value $229K Shares 7,007 Share Price $32.62 Est. Cost/Share $29.21 Unrealized @ Report Date
ABNB AIRBNB INC 0.0%
Value $228K Shares 1,683 Share Price $135.72 * Est. Cost/Share $137.48 Unrealized @ Report Date -9.4%
PLD PROLOGIS INC. 0.0%
Value $226K Shares 1,766 Share Price $127.69 * Est. Cost/Share $123.86 Unrealized @ Report Date 0.0%
CCJ CAMECO CORP 0.0%
Value $223K Shares 2,441 Share Price $91.49 Est. Cost/Share $89.94 Unrealized @ Report Date 0.0%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $223K Shares 492 Share Price $453.36 * Est. Cost/Share $431.03 Unrealized @ Report Date 0.0%
LOW LOWES COS INC 0.0%
Value $222K Shares 922 Share Price $241.16 Est. Cost/Share $222.16 Unrealized @ Report Date +8.0%
AIG AMERICAN INTL GROUP INC 0.0%
Value $222K Shares 2,594 Share Price $85.55 * Est. Cost/Share $82.00 Unrealized @ Report Date -2.8%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value $222K Shares 2,704 Share Price $82.03 * Est. Cost/Share $82.78 Unrealized @ Report Date -5.9%
INDA ISHARES TR 0.0%
Value $221K Shares 4,095 Share Price $54.05 Est. Cost/Share $54.05 Unrealized @ Report Date
GENI GENIUS SPORTS LIMITED 0.0%
Value $220K Shares 20,000 Share Price $11.02 Est. Cost/Share $5.34 Unrealized @ Report Date +104.1%
BBJP J P MORGAN EXCHANGE TRADED F 0.0%
Value $220K Shares 3,332 Share Price $65.90 Est. Cost/Share $61.86 Unrealized @ Report Date
LNG CHENIERE ENERGY INC 0.0%
Value $218K Shares 1,124 Share Price $194.39 * Est. Cost/Share $225.16 Unrealized @ Report Date -6.7%
XSD SPDR SERIES TRUST 0.0%
Value $218K Shares 679 Share Price $321.70 Est. Cost/Share $319.12 Unrealized @ Report Date
SU SUNCOR ENERGY INC NEW 0.0%
Value $218K Shares 4,918 Share Price $44.36 * Est. Cost/Share $40.11 Unrealized @ Report Date +5.4%
CPNG COUPANG INC 0.0%
Value $218K Shares 9,227 Share Price $23.59 * Est. Cost/Share $25.62 Unrealized @ Report Date +11.0%
GDX VANECK ETF TRUST 0.0%
Value $217K Shares 2,532 Share Price $85.76 Est. Cost/Share $52.06 Unrealized @ Report Date
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value $216K Shares 657 Share Price $328.60 Est. Cost/Share $307.51 Unrealized @ Report Date +6.2%
BILL BILL HOLDINGS INC 0.0%
Value $215K Shares 3,944 Share Price $54.54 * Est. Cost/Share $46.44 Unrealized @ Report Date +10.6%
SYF SYNCHRONY FINANCIAL 0.0%
Value $213K Shares 2,557 Share Price $83.43 * Est. Cost/Share $76.31 Unrealized @ Report Date 0.0%
GILD GILEAD SCIENCES INC 0.0%
Value $212K Shares 1,725 Share Price $122.74 Est. Cost/Share $120.88 Unrealized @ Report Date 0.0%
EME EMCOR GROUP INC 0.0%
Value $211K Shares 345 Share Price $611.79 * Est. Cost/Share $647.50 Unrealized @ Report Date 0.0%
BBT BEACON FINANCIAL CORP. 0.0%
Value $207K Shares 7,844 Share Price $26.37 * Est. Cost/Share $24.93 Unrealized @ Report Date 0.0%
SCHM SCHWAB STRATEGIC TR 0.0%
Value $204K Shares 6,775 Share Price $30.07 Est. Cost/Share $29.64 Unrealized @ Report Date
ULTA ULTA BEAUTY INC 0.0%
Value $201K Shares 333 Share Price $605.01 * Est. Cost/Share $549.70 Unrealized @ Report Date 0.0%
UHT UNIVERSAL HEALTH RLTY INCOME 0.0%
Value $201K Shares 5,125 Share Price $39.21 Est. Cost/Share $39.17 Unrealized @ Report Date
OMC OMNICOM GROUP INC 0.0%
Value $201K Shares 2,485 Share Price $80.75 * Est. Cost/Share $74.34 Unrealized @ Report Date +1.9%
AOS SMITH A O CORP 0.0%
Value $201K Shares 3,000 Share Price $66.88 Est. Cost/Share $53.43 Unrealized @ Report Date +26.2%
CERS CERUS CORP 0.0%
Value $175K Shares 85,000 Share Price $2.06 * Est. Cost/Share $2.32 Unrealized @ Report Date -25.3%
F FORD MTR CO 0.0%
Value $170K Shares 12,993 Share Price $13.12 * Est. Cost/Share $9.31 Unrealized @ Report Date +37.8%
ICLN ISHARES TR 0.0%
Value $168K Shares 10,218 Share Price $16.43 Est. Cost/Share $16.43 Unrealized @ Report Date
UUUU ENERGY FUELS INC 0.0%
Value $165K Shares 11,321 Share Price $14.54 * Est. Cost/Share $5.41 Unrealized @ Report Date +213.6%
RC READY CAPITAL CORP 0.0%
Value $157K Shares 71,861 Share Price $2.18 Est. Cost/Share $9.65 Unrealized @ Report Date
EDIT EDITAS MEDICINE INC 0.0%
Value $140K Shares 68,144 Share Price $2.05 * Est. Cost/Share $2.89 Unrealized @ Report Date 0.0%
NUVEEN NEW JERSEY QULT MUN F 0.0%
Value $137K Shares 10,800 Share Price $12.64 Est. Cost/Share $11.35 Unrealized @ Report Date
VTRS VIATRIS INC 0.0%
Value $131K Shares 10,507 Share Price $12.45 * Est. Cost/Share $10.76 Unrealized @ Report Date -0.3%
CNH CNH INDL N V 0.0%
Value $116K Shares 12,600 Share Price $9.22 * Est. Cost/Share $12.31 Unrealized @ Report Date -18.9%
ACRE ARES COML REAL ESTATE CORP 0.0%
Value $99,651 Shares 20,847 Share Price $4.78 Est. Cost/Share $12.93 Unrealized @ Report Date
SABA CAPITAL INCOME & OPPORT 0.0%
Value $94,875 Shares 11,500 Share Price $8.25 Est. Cost/Share $9.12 Unrealized @ Report Date
TCPC BLACKROCK TCP CAPITAL CORP 0.0%
Value $91,404 Shares 16,710 Share Price $5.47 * Est. Cost/Share $11.05 Unrealized @ Report Date -47.9%
APYX APYX MEDICAL CORPORATION 0.0%
Value $71,750 Shares 20,500 Share Price $3.50 Est. Cost/Share $1.38 Unrealized @ Report Date +153.1%
ABTC AMERICAN BITCOIN CORP. 0.0%
Value $55,928 Shares 32,899 Share Price $1.70 * Est. Cost/Share $4.17 Unrealized @ Report Date 0.0%
MORGAN STANLEY EMERGING MKTS 0.0%
Value $54,300 Shares 10,000 Share Price $5.43 Est. Cost/Share $5.38 Unrealized @ Report Date
SATL SATELLOGIC INC 0.0%
Value $49,233 Shares 26,328 Share Price $1.87 Est. Cost/Share $3.62 Unrealized @ Report Date
TWO HARBORS INVENTMENT CORPO 0.0%
Value $39,989 Shares 40,000 Share Price $1.00 Est. Cost/Share $1.00 Unrealized @ Report Date
MERC MERCER INTL INC 0.0%
Value $19,800 Shares 10,000 Share Price $1.98 * Est. Cost/Share $3.30 Unrealized @ Report Date -36.1%
CGEN COMPUGEN LTD 0.0%
Value $18,360 Shares 12,000 Share Price $1.53 * Est. Cost/Share $1.42 Unrealized @ Report Date +16.7%