Tortoise Investment Management, LLC Diversified Active

CIK: 0001599511 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Aug 7, 2025

Total Value ($000): $960,323 (100.0% shares, 0.0% debt)

Holdings (825)

IVV ISHARES TR 8.7%
Value ($000) $83,771 Shares 149,086 Est. Cost $204.26 Unrealized
STIP ISHARES TR 5.3%
Value ($000) $51,005 Shares 492,944 Est. Cost $98.32 Unrealized
SGOV ISHARES TR 3.4%
Value ($000) $32,395 Shares 321,793 Est. Cost $100.45 Unrealized
AVUS AMERICAN CENTY ETF TR 3.1%
Value ($000) $29,503 Shares 319,361 Est. Cost $79.24 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 2.8%
Value ($000) $27,075 Shares 469,966 Est. Cost $59.13 Unrealized
BLACKROCK MUN TARGET TERM TR 2.4%
Value ($000) $23,063 Shares 1,086,346 Est. Cost $21.03 Unrealized
SCHP SCHWAB STRATEGIC TR 1.8%
Value ($000) $17,267 Shares 642,118 Est. Cost $30.04 Unrealized
IEMG ISHARES INC 1.8%
Value ($000) $16,981 Shares 314,633 Est. Cost $47.92 Unrealized
MTBA SIMPLIFY EXCHANGE TRADED FUN 1.7%
Value ($000) $16,672 Shares 332,501 Est. Cost $51.15 Unrealized
SCHX SCHWAB STRATEGIC TR 1.7%
Value ($000) $15,960 Shares 722,818 Est. Cost $33.67 Unrealized
CMBS ISHARES TR 1.6%
Value ($000) $15,833 Shares 329,848 Est. Cost $53.49 Unrealized
ITOT ISHARES TR 1.6%
Value ($000) $15,808 Shares 129,562 Est. Cost $69.26 Unrealized
DFAU DIMENSIONAL ETF TRUST 1.6%
Value ($000) $15,463 Shares 402,266 Est. Cost $29.89 Unrealized
IWB ISHARES TR 1.6%
Value ($000) $15,130 Shares 49,326 Est. Cost $96.07 Unrealized
DMBS DOUBLELINE ETF TRUST 1.5%
Value ($000) $14,679 Shares 299,259 Est. Cost $49.21 Unrealized
BOXX EA SERIES TRUST 1.5%
Value ($000) $13,990 Shares 125,481 Est. Cost $109.15 Unrealized
SPY SPDR S&P 500 ETF TR 1.4%
Value ($000) $13,826 Shares 24,717 Est. Cost $161.75 Unrealized
VTV VANGUARD INDEX FDS 1.4%
Value ($000) $13,795 Shares 79,859 Est. Cost $121.85 Unrealized
NUVEEN AMT-FREE MUN VALUE FD 1.3%
Value ($000) $12,869 Shares 936,607 Est. Cost $14.10 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $12,836 Shares 57,784 Est. Cost $115.10 Unrealized +100.5%
IEFA ISHARES TR 1.3%
Value ($000) $12,737 Shares 168,373 Est. Cost $62.03 Unrealized
DGS WISDOMTREE TR 1.3%
Value ($000) $12,408 Shares 256,840 Est. Cost $49.09 Unrealized
SCHC SCHWAB STRATEGIC TR 1.3%
Value ($000) $12,338 Shares 343,880 Est. Cost $33.15 Unrealized
SPEM SPDR INDEX SHS FDS 1.3%
Value ($000) $12,288 Shares 312,109 Est. Cost $35.73 Unrealized
CARY ANGEL OAK FUNDS TRUST 1.3%
Value ($000) $12,241 Shares 589,651 Est. Cost $20.60 Unrealized
NUVEEN MUN VALUE FD INC 1.2%
Value ($000) $11,925 Shares 1,359,761 Est. Cost $8.59 Unrealized
SCHH SCHWAB STRATEGIC TR 1.2%
Value ($000) $11,543 Shares 536,642 Est. Cost $19.76 Unrealized
IUSV ISHARES TR 1.2%
Value ($000) $11,113 Shares 120,416 Est. Cost $60.81 Unrealized
IJR ISHARES TR 1.1%
Value ($000) $10,668 Shares 102,015 Est. Cost $89.37 Unrealized
BAB INVESCO EXCH TRADED FD TR II 1.1%
Value ($000) $10,400 Shares 389,790 Est. Cost $30.07 Unrealized
VTI VANGUARD INDEX FDS 1.1%
Value ($000) $10,163 Shares 36,978 Est. Cost $134.84 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $9,623 Shares 18,069 Est. Cost $132.43 Unrealized +267.1%
DFAC DIMENSIONAL ETF TRUST 0.9%
Value ($000) $8,907 Shares 269,998 Est. Cost $27.69 Unrealized
PGR PROGRESSIVE CORP 0.9%
Value ($000) $8,903 Shares 31,457 Est. Cost $109.96 Unrealized +123.1%
VEA VANGUARD TAX-MANAGED FDS 0.9%
Value ($000) $8,565 Shares 168,495 Est. Cost $40.22 Unrealized
SPDW SPDR INDEX SHS FDS 0.9%
Value ($000) $8,510 Shares 233,728 Est. Cost $32.97 Unrealized
NUVEEN N Y MUN VALUE FD 0.9%
Value ($000) $8,445 Shares 1,022,429 Est. Cost $8.84 Unrealized
JAAA JANUS DETROIT STR TR 0.9%
Value ($000) $8,287 Shares 163,426 Est. Cost $50.79 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.9%
Value ($000) $8,215 Shares 263,036 Est. Cost $28.91 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.8%
Value ($000) $8,033 Shares 177,483 Est. Cost $39.00 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.8%
Value ($000) $7,960 Shares 156,530 Est. Cost $50.77 Unrealized
VV VANGUARD INDEX FDS 0.8%
Value ($000) $7,831 Shares 30,469 Est. Cost $192.00 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.8%
Value ($000) $7,460 Shares 288,133 Est. Cost $24.41 Unrealized
MBB ISHARES TR 0.8%
Value ($000) $7,330 Shares 78,161 Est. Cost $96.95 Unrealized
SPSM SPDR SER TR 0.7%
Value ($000) $6,917 Shares 169,691 Est. Cost $42.99 Unrealized
DFSD DIMENSIONAL ETF TRUST 0.7%
Value ($000) $6,870 Shares 144,574 Est. Cost $47.19 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.7%
Value ($000) $6,849 Shares 174,002 Est. Cost $35.42 Unrealized
SPYM SPDR SER TR 0.7%
Value ($000) $6,707 Shares 101,990 Est. Cost $62.31 Unrealized
NUVEEN SELECT MAT MUN FD 0.7%
Value ($000) $6,563 Shares 704,232 Est. Cost $8.85 Unrealized
AVEM AMERICAN CENTY ETF TR 0.7%
Value ($000) $6,259 Shares 104,017 Est. Cost $54.62 Unrealized
IVE ISHARES TR 0.6%
Value ($000) $6,028 Shares 31,629 Est. Cost $109.02 Unrealized
AVUV AMERICAN CENTY ETF TR 0.6%
Value ($000) $5,653 Shares 64,845 Est. Cost $82.34 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.6%
Value ($000) $5,546 Shares 197,029 Est. Cost $28.45 Unrealized
SCHA SCHWAB STRATEGIC TR 0.6%
Value ($000) $5,301 Shares 226,248 Est. Cost $35.53 Unrealized
MLN VANECK ETF TRUST 0.5%
Value ($000) $5,063 Shares 291,126 Est. Cost $17.91 Unrealized
AVIV AMERICAN CENTY ETF TR 0.5%
Value ($000) $4,995 Shares 88,126 Est. Cost $48.54 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.5%
Value ($000) $4,637 Shares 76,676 Est. Cost $49.56 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.5%
Value ($000) $4,590 Shares 10,932 Est. Cost $132.05 Unrealized
DFEV DIMENSIONAL ETF TRUST 0.5%
Value ($000) $4,380 Shares 161,936 Est. Cost $26.75 Unrealized
VBR VANGUARD INDEX FDS 0.4%
Value ($000) $4,092 Shares 21,965 Est. Cost $126.43 Unrealized
IXUS ISHARES TR 0.4%
Value ($000) $3,955 Shares 56,660 Est. Cost $52.22 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $3,939 Shares 34,076 Est. Cost $102.73 Unrealized
EWX SPDR INDEX SHS FDS 0.4%
Value ($000) $3,630 Shares 64,093 Est. Cost $46.83 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $3,581 Shares 61,008 Est. Cost $58.72 Unrealized
VTEB VANGUARD MUN BD FDS 0.4%
Value ($000) $3,485 Shares 70,240 Est. Cost $50.27 Unrealized
DUHP DIMENSIONAL ETF TRUST 0.4%
Value ($000) $3,416 Shares 103,084 Est. Cost $25.13 Unrealized
AVES AMERICAN CENTY ETF TR 0.4%
Value ($000) $3,373 Shares 71,531 Est. Cost $46.15 Unrealized
TLT ISHARES TR 0.4%
Value ($000) $3,362 Shares 36,929 Est. Cost $89.92 Unrealized
SCHB SCHWAB STRATEGIC TR 0.3%
Value ($000) $3,281 Shares 152,371 Est. Cost $32.13 Unrealized
SCHO SCHWAB STRATEGIC TR 0.3%
Value ($000) $3,200 Shares 131,478 Est. Cost $39.84 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $3,069 Shares 133,215 Est. Cost $25.03 Unrealized
AVDV AMERICAN CENTY ETF TR 0.3%
Value ($000) $3,048 Shares 43,705 Est. Cost $59.00 Unrealized
SCHF SCHWAB STRATEGIC TR 0.3%
Value ($000) $2,867 Shares 144,957 Est. Cost $24.71 Unrealized
MEAR ISHARES U S ETF TR 0.3%
Value ($000) $2,814 Shares 56,010 Est. Cost $50.24 Unrealized
SLYV SPDR SER TR 0.3%
Value ($000) $2,813 Shares 35,874 Est. Cost $59.42 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $2,720 Shares 44,838 Est. Cost $45.84 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value ($000) $2,644 Shares 11,922 Est. Cost $154.75 Unrealized
IJS ISHARES TR 0.3%
Value ($000) $2,635 Shares 27,032 Est. Cost $98.13 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.3%
Value ($000) $2,584 Shares 43,247 Est. Cost $56.48 Unrealized
DIHP DIMENSIONAL ETF TRUST 0.3%
Value ($000) $2,535 Shares 94,100 Est. Cost $23.27 Unrealized
MSFT MICROSOFT CORP 0.3%
Value ($000) $2,462 Shares 6,558 Est. Cost $154.80 Unrealized +161.7%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $2,218 Shares 4,316 Est. Cost $348.06 Unrealized
SCHE SCHWAB STRATEGIC TR 0.2%
Value ($000) $2,131 Shares 77,305 Est. Cost $25.63 Unrealized
SPTL SPDR SER TR 0.2%
Value ($000) $2,119 Shares 77,745 Est. Cost $27.78 Unrealized
OEF ISHARES TR 0.2%
Value ($000) $2,031 Shares 7,501 Est. Cost $131.90 Unrealized
AVDE AMERICAN CENTY ETF TR 0.2%
Value ($000) $1,995 Shares 30,103 Est. Cost $54.28 Unrealized
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $1,950 Shares 7,948 Est. Cost $115.22 Unrealized +117.8%
SCHV SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,875 Shares 70,544 Est. Cost $36.22 Unrealized
PZT INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $1,682 Shares 76,088 Est. Cost $23.92 Unrealized
AVLV AMERICAN CENTY ETF TR 0.2%
Value ($000) $1,655 Shares 25,380 Est. Cost $53.51 Unrealized
SCHR SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,648 Shares 66,283 Est. Cost $27.48 Unrealized
QUAL ISHARES TR 0.2%
Value ($000) $1,483 Shares 8,679 Est. Cost $123.15 Unrealized
MUB ISHARES TR 0.2%
Value ($000) $1,459 Shares 13,835 Est. Cost $112.31 Unrealized
FREL FIDELITY COVINGTON TRUST 0.1%
Value ($000) $1,427 Shares 51,954 Est. Cost $24.03 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $1,405 Shares 1,701 Est. Cost $351.38 Unrealized +135.3%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,404 Shares 1,485 Est. Cost $173.42 Unrealized +459.6%
EFA ISHARES TR 0.1%
Value ($000) $1,346 Shares 16,471 Est. Cost $57.46 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,324 Shares 2,823 Est. Cost $294.53 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $1,315 Shares 14,525 Est. Cost $87.35 Unrealized
ESGV VANGUARD WORLD FD 0.1%
Value ($000) $1,268 Shares 12,947 Est. Cost $65.56 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $1,254 Shares 21,485 Est. Cost $88.83 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $1,245 Shares 3,396 Est. Cost $204.20 Unrealized +86.4%
LTBR LIGHTBRIDGE CORP 0.1%
Value ($000) $1,220 Shares 163,521 Est. Cost $5.49 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $1,162 Shares 5,823 Est. Cost $108.68 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,138 Shares 14,417 Est. Cost $79.88 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,124 Shares 9,690 Est. Cost $68.76 Unrealized
HYMB SPDR SER TR 0.1%
Value ($000) $1,114 Shares 44,167 Est. Cost $45.93 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,102 Shares 23,787 Est. Cost $46.45 Unrealized
DEHP DIMENSIONAL ETF TRUST 0.1%
Value ($000) $1,101 Shares 43,667 Est. Cost $23.75 Unrealized
SCZ ISHARES TR 0.1%
Value ($000) $1,090 Shares 17,152 Est. Cost $49.06 Unrealized
TFI SPDR SER TR 0.1%
Value ($000) $1,083 Shares 24,019 Est. Cost $46.30 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $1,057 Shares 2,928 Est. Cost $165.11 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $973 Shares 22,268 Est. Cost $44.35 Unrealized
DLS WISDOMTREE TR 0.1%
Value ($000) $945 Shares 14,319 Est. Cost $53.22 Unrealized
DISV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $944 Shares 32,401 Est. Cost $22.49 Unrealized
EEMV ISHARES INC 0.1%
Value ($000) $940 Shares 16,115 Est. Cost $50.92 Unrealized
AVSC AMERICAN CENTY ETF TR 0.1%
Value ($000) $902 Shares 18,628 Est. Cost $47.62 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $888 Shares 14,298 Est. Cost $47.79 Unrealized
DFIP DIMENSIONAL ETF TRUST 0.1%
Value ($000) $880 Shares 20,888 Est. Cost $40.76 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.1%
Value ($000) $837 Shares 31,938 Est. Cost $25.87 Unrealized
HYD VANECK ETF TRUST 0.1%
Value ($000) $832 Shares 16,255 Est. Cost $56.23 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $816 Shares 12,301 Est. Cost $62.45 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $790 Shares 7,293 Est. Cost $100.67 Unrealized +25.9%
SHV ISHARES TR 0.1%
Value ($000) $762 Shares 6,895 Est. Cost $110.34 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $761 Shares 3,686 Est. Cost $212.95 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $740 Shares 1,355 Est. Cost $316.99 Unrealized +86.3%
AMZN AMAZON COM INC 0.1%
Value ($000) $739 Shares 3,885 Est. Cost $141.31 Unrealized +53.6%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $671 Shares 2,700 Est. Cost $144.00 Unrealized +66.2%
PEP PEPSICO INC 0.1%
Value ($000) $649 Shares 4,325 Est. Cost $112.62 Unrealized +27.4%
DFEM DIMENSIONAL ETF TRUST 0.1%
Value ($000) $638 Shares 24,093 Est. Cost $23.99 Unrealized
HEI/A HEICO CORP NEW 0.1%
Value ($000) $634 Shares 3,007 Est. Cost $112.17 Unrealized +72.6%
DNP SELECT INCOME FD INC 0.1%
Value ($000) $619 Shares 62,569 Est. Cost $10.65 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $588 Shares 3,453 Est. Cost $121.26 Unrealized +35.2%
UNP UNION PAC CORP 0.1%
Value ($000) $566 Shares 2,397 Est. Cost $118.48 Unrealized +98.8%
XNXNX NUVEEN N Y SELECT TAX FREE I 0.1%
Value ($000) $550 Shares 46,545 Est. Cost $13.06 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $541 Shares 3,499 Est. Cost $116.53 Unrealized +55.1%
DCRE DOUBLELINE ETF TRUST 0.1%
Value ($000) $538 Shares 10,380 Est. Cost $51.79 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $534 Shares 8,646 Est. Cost $39.29 Unrealized +52.9%
IVW ISHARES TR 0.1%
Value ($000) $530 Shares 5,713 Est. Cost $87.43 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $509 Shares 3,044 Est. Cost $119.10 Unrealized +26.3%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $508 Shares 5,418 Est. Cost $59.12 Unrealized +48.6%
META META PLATFORMS INC 0.1%
Value ($000) $491 Shares 851 Est. Cost $252.02 Unrealized +155.2%
DFLV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $472 Shares 15,437 Est. Cost $26.81 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $460 Shares 5,875 Est. Cost $77.24 Unrealized
JSCP J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $448 Shares 9,485 Est. Cost $49.98 Unrealized
BBWI BATH & BODY WORKS INC 0.0%
Value ($000) $447 Shares 14,744 Est. Cost $53.66 Unrealized -36.5%
SHYD VANECK ETF TRUST 0.0%
Value ($000) $442 Shares 19,665 Est. Cost $24.51 Unrealized
DFIS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $438 Shares 16,944 Est. Cost $23.91 Unrealized
WULF TERAWULF INC 0.0%
Value ($000) $435 Shares 159,439 Est. Cost $4.46 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $435 Shares 3,658 Est. Cost $73.33 Unrealized +46.2%
EEMX SPDR INDEX SHS FDS 0.0%
Value ($000) $431 Shares 12,831 Est. Cost $53.69 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $426 Shares 1,146 Est. Cost $215.66 Unrealized +74.8%
IWD ISHARES TR 0.0%
Value ($000) $413 Shares 2,197 Est. Cost $79.63 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $406 Shares 2,446 Est. Cost $108.39 Unrealized +40.7%
EMR EMERSON ELEC CO 0.0%
Value ($000) $398 Shares 3,629 Est. Cost $82.74 Unrealized +43.6%
DFSU DIMENSIONAL ETF TRUST 0.0%
Value ($000) $394 Shares 11,000 Est. Cost $27.89 Unrealized
IWC ISHARES TR 0.0%
Value ($000) $389 Shares 3,508 Est. Cost $89.38 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $383 Shares 2,449 Est. Cost $114.30 Unrealized +59.6%
USXF ISHARES TR 0.0%
Value ($000) $371 Shares 7,942 Est. Cost $35.40 Unrealized
VSGX VANGUARD WORLD FD 0.0%
Value ($000) $366 Shares 6,201 Est. Cost $56.41 Unrealized
AVSD AMERICAN CENTY ETF TR 0.0%
Value ($000) $364 Shares 6,070 Est. Cost $49.76 Unrealized
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $350 Shares 8,505 Est. Cost $46.44 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $347 Shares 572 Est. Cost $342.50 Unrealized +89.4%
DFCA DIMENSIONAL ETF TRUST 0.0%
Value ($000) $336 Shares 6,779 Est. Cost $49.69 Unrealized
AVSU AMERICAN CENTY ETF TR 0.0%
Value ($000) $332 Shares 5,320 Est. Cost $49.35 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $319 Shares 11,176 Est. Cost $22.34 Unrealized +19.5%
MCD MCDONALDS CORP 0.0%
Value ($000) $318 Shares 1,019 Est. Cost $196.86 Unrealized +48.8%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $313 Shares 3,707 Est. Cost $22.45 Unrealized +291.2%
MRK MERCK & CO INC 0.0%
Value ($000) $308 Shares 3,431 Est. Cost $60.21 Unrealized +49.7%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $301 Shares 1,550 Est. Cost $107.46 Unrealized
DFAR DIMENSIONAL ETF TRUST 0.0%
Value ($000) $295 Shares 12,427 Est. Cost $22.27 Unrealized
NULV NUSHARES ETF TR 0.0%
Value ($000) $292 Shares 7,215 Est. Cost $35.79 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $292 Shares 8,349 Est. Cost $35.01 Unrealized
ACWX ISHARES TR 0.0%
Value ($000) $289 Shares 5,220 Est. Cost $42.03 Unrealized
MLI MUELLER INDS INC 0.0%
Value ($000) $277 Shares 3,638 Est. Cost $25.99 Unrealized +204.0%
IGM ISHARES TR 0.0%
Value ($000) $273 Shares 3,010 Est. Cost $95.34 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $273 Shares 1,014 Est. Cost $122.92 Unrealized +137.9%
CAT CATERPILLAR INC 0.0%
Value ($000) $273 Shares 827 Est. Cost $168.99 Unrealized +108.3%
V VISA INC 0.0%
Value ($000) $271 Shares 773 Est. Cost $170.18 Unrealized +97.6%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $269 Shares 5,405 Est. Cost $40.59 Unrealized
AVEE AMERICAN CENTY ETF TR 0.0%
Value ($000) $265 Shares 5,044 Est. Cost $54.17 Unrealized
ESML ISHARES TR 0.0%
Value ($000) $264 Shares 6,877 Est. Cost $37.02 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $263 Shares 843 Est. Cost $222.16 Unrealized +57.3%
BLACKROCK MUNIHLDNGS CALI QL 0.0%
Value ($000) $260 Shares 24,311 Est. Cost $10.45 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $259 Shares 2,819 Est. Cost $66.05 Unrealized +52.3%
TSLA TESLA INC 0.0%
Value ($000) $259 Shares 999 Est. Cost $230.92 Unrealized +44.3%
WOOD ISHARES TR 0.0%
Value ($000) $256 Shares 3,393 Est. Cost $46.46 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $256 Shares 1,475 Est. Cost $102.09 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $254 Shares 961 Est. Cost $108.34 Unrealized +126.5%
AXSM AXSOME THERAPEUTICS INC 0.0%
Value ($000) $249 Shares 2,135 Est. Cost $41.88 Unrealized +172.0%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $247 Shares 874 Est. Cost $280.12 Unrealized +22.0%
T AT&T INC 0.0%
Value ($000) $246 Shares 8,714 Est. Cost $15.85 Unrealized +53.7%
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $240 Shares 4,041 Est. Cost $61.24 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value ($000) $240 Shares 906 Est. Cost $261.94 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $239 Shares 1,438 Est. Cost $145.73 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $236 Shares 200 Est. Cost $1256.37 Unrealized +1.7%
VPU VANGUARD WORLD FD 0.0%
Value ($000) $235 Shares 1,375 Est. Cost $97.00 Unrealized
NUVEEN CALIFORNIA MUNI VLU F 0.0%
Value ($000) $230 Shares 26,608 Est. Cost $9.63 Unrealized
WESTERN ASSET INTER MUNI FD 0.0%
Value ($000) $230 Shares 29,475 Est. Cost $7.75 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $230 Shares 2,700 Est. Cost $66.58 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $230 Shares 1,371 Est. Cost $155.64 Unrealized +34.8%
RTX RTX CORPORATION 0.0%
Value ($000) $227 Shares 1,716 Est. Cost $71.90 Unrealized +73.5%
YUM YUM BRANDS INC 0.0%
Value ($000) $224 Shares 1,421 Est. Cost $83.71 Unrealized +69.2%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $223 Shares 4,755 Est. Cost $45.77 Unrealized
TLTW ISHARES TR 0.0%
Value ($000) $221 Shares 9,175 Est. Cost $32.02 Unrealized
SPYX SPDR SER TR 0.0%
Value ($000) $219 Shares 4,795 Est. Cost $46.27 Unrealized
LEMB ISHARES INC 0.0%
Value ($000) $215 Shares 5,750 Est. Cost $43.22 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $213 Shares 1,004 Est. Cost $167.78 Unrealized +18.3%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $211 Shares 1,329 Est. Cost $79.55 Unrealized +72.2%
USMV ISHARES TR 0.0%
Value ($000) $208 Shares 2,222 Est. Cost $72.38 Unrealized
ESGU ISHARES TR 0.0%
Value ($000) $208 Shares 1,705 Est. Cost $104.31 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $205 Shares 423 Est. Cost $224.81 Unrealized +130.7%
EBC EASTERN BANKSHARES INC 0.0%
Value ($000) $205 Shares 12,478 Est. Cost $13.30 Unrealized +27.4%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $200 Shares 539 Est. Cost $172.75 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $196 Shares 375 Est. Cost $496.11 Unrealized +0.7%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $196 Shares 756 Est. Cost $229.09 Unrealized
NYF ISHARES TR 0.0%
Value ($000) $195 Shares 3,712 Est. Cost $54.26 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $190 Shares 906 Est. Cost $124.53 Unrealized +52.1%
VCR VANGUARD WORLD FD 0.0%
Value ($000) $189 Shares 582 Est. Cost $341.58 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $188 Shares 1,523 Est. Cost $106.87 Unrealized +5.7%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $186 Shares 6,666 Est. Cost $44.61 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $185 Shares 1,766 Est. Cost $90.06 Unrealized +7.5%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $183 Shares 4,045 Est. Cost $35.07 Unrealized +12.9%
IUSG ISHARES TR 0.0%
Value ($000) $183 Shares 1,438 Est. Cost $100.68 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $183 Shares 1,850 Est. Cost $87.11 Unrealized +22.0%
DVY ISHARES TR 0.0%
Value ($000) $181 Shares 1,349 Est. Cost $102.57 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $174 Shares 4,727 Est. Cost $33.39 Unrealized +4.9%
HEFA ISHARES TR 0.0%
Value ($000) $173 Shares 4,767 Est. Cost $26.22 Unrealized
AVRE AMERICAN CENTY ETF TR 0.0%
Value ($000) $169 Shares 3,925 Est. Cost $41.45 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $168 Shares 4,920 Est. Cost $29.81 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $167 Shares 2,000 Est. Cost $78.17 Unrealized +5.9%
GE GE AEROSPACE 0.0%
Value ($000) $167 Shares 833 Est. Cost $66.26 Unrealized +195.4%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $161 Shares 547 Est. Cost $190.64 Unrealized +57.6%
VIS VANGUARD WORLD FD 0.0%
Value ($000) $159 Shares 644 Est. Cost $252.23 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $155 Shares 863 Est. Cost $122.32 Unrealized +49.0%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $152 Shares 885 Est. Cost $71.08 Unrealized
NUEM NUSHARES ETF TR 0.0%
Value ($000) $152 Shares 5,206 Est. Cost $23.51 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $150 Shares 2,214 Est. Cost $68.18 Unrealized -15.0%
BA BOEING CO 0.0%
Value ($000) $149 Shares 875 Est. Cost $209.02 Unrealized -17.2%
SCHQ SCHWAB STRATEGIC TR 0.0%
Value ($000) $148 Shares 4,520 Est. Cost $33.95 Unrealized
TRC TEJON RANCH CO 0.0%
Value ($000) $147 Shares 9,300 Est. Cost $16.56 Unrealized -4.0%
ESBA EMPIRE ST RLTY OP L P 0.0%
Value ($000) $147 Shares 18,897 Est. Cost $17.20 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $146 Shares 1,988 Est. Cost $78.55 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value ($000) $145 Shares 267 Est. Cost $489.22 Unrealized
EEMS ISHARES INC 0.0%
Value ($000) $141 Shares 2,527 Est. Cost $33.35 Unrealized
VOX VANGUARD WORLD FD 0.0%
Value ($000) $139 Shares 937 Est. Cost $141.19 Unrealized
EFAX SPDR INDEX SHS FDS 0.0%
Value ($000) $137 Shares 3,191 Est. Cost $45.42 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $134 Shares 440 Est. Cost $219.44 Unrealized +34.6%
SHOP SHOPIFY INC 0.0%
Value ($000) $134 Shares 1,402 Est. Cost $40.75 Unrealized +167.4%
LTPZ PIMCO ETF TR 0.0%
Value ($000) $132 Shares 2,405 Est. Cost $53.42 Unrealized
ISCG ISHARES TR 0.0%
Value ($000) $132 Shares 2,922 Est. Cost $45.48 Unrealized
FLJP FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $129 Shares 4,400 Est. Cost $29.51 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $128 Shares 925 Est. Cost $95.56 Unrealized +29.4%
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $126 Shares 2,451 Est. Cost $46.81 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $126 Shares 865 Est. Cost $107.37 Unrealized +35.2%
FMAT FIDELITY COVINGTON TRUST 0.0%
Value ($000) $125 Shares 2,580 Est. Cost $35.75 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $125 Shares 8,300 Est. Cost $10.47 Unrealized +48.4%
VRIG INVESCO ACTIVELY MANAGED EXC 0.0%
Value ($000) $124 Shares 4,950 Est. Cost $24.94 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $123 Shares 366 Est. Cost $251.09 Unrealized +43.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $123 Shares 248 Est. Cost $317.83 Unrealized +74.0%
USRT ISHARES TR 0.0%
Value ($000) $119 Shares 2,070 Est. Cost $50.44 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $119 Shares 438 Est. Cost $241.86 Unrealized +27.6%
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $118 Shares 640 Est. Cost $190.72 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $117 Shares 1,985 Est. Cost $43.62 Unrealized
AVMU AMERICAN CENTY ETF TR 0.0%
Value ($000) $116 Shares 2,545 Est. Cost $48.26 Unrealized
TCW STRATEGIC INCOME FD INC 0.0%
Value ($000) $115 Shares 23,755 Est. Cost $4.74 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $113 Shares 1,175 Est. Cost $86.38 Unrealized
NUDM NUSHARES ETF TR 0.0%
Value ($000) $111 Shares 3,500 Est. Cost $25.35 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $111 Shares 818 Est. Cost $76.26 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $110 Shares 5,916 Est. Cost $17.83 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $110 Shares 1,531 Est. Cost $55.02 Unrealized +18.1%
BX BLACKSTONE INC 0.0%
Value ($000) $109 Shares 778 Est. Cost $83.98 Unrealized +88.4%
VFH VANGUARD WORLD FD 0.0%
Value ($000) $108 Shares 906 Est. Cost $104.93 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $108 Shares 756 Est. Cost $114.32 Unrealized +13.5%
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $107 Shares 563 Est. Cost $174.22 Unrealized +12.7%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $106 Shares 526 Est. Cost $72.59 Unrealized +267.3%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $106 Shares 208 Est. Cost $366.87 Unrealized +38.4%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $105 Shares 1,551 Est. Cost $40.54 Unrealized +47.4%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $104 Shares 2,578 Est. Cost $43.22 Unrealized
BLACKROCK MUNIYIELD N Y QUAL 0.0%
Value ($000) $104 Shares 10,475 Est. Cost $10.42 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $104 Shares 609 Est. Cost $110.54 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $104 Shares 710 Est. Cost $139.93 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $104 Shares 202 Est. Cost $394.39 Unrealized +19.2%
BAC BANK AMERICA CORP 0.0%
Value ($000) $104 Shares 2,481 Est. Cost $23.99 Unrealized +81.9%
ILCB ISHARES TR 0.0%
Value ($000) $104 Shares 1,340 Est. Cost $75.17 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $101 Shares 1,406 Est. Cost $62.18 Unrealized
CGW INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $100 Shares 1,800 Est. Cost $43.89 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $100 Shares 1,000 Est. Cost $55.00 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $99 Shares 3,895 Est. Cost $28.46 Unrealized -13.2%
ADBE ADOBE INC 0.0%
Value ($000) $99 Shares 257 Est. Cost $498.22 Unrealized -13.9%
ROST ROSS STORES INC 0.0%
Value ($000) $98 Shares 769 Est. Cost $39.97 Unrealized +246.5%
ACWV ISHARES INC 0.0%
Value ($000) $96 Shares 827 Est. Cost $105.27 Unrealized
AVSF AMERICAN CENTY ETF TR 0.0%
Value ($000) $95 Shares 2,040 Est. Cost $47.08 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $95 Shares 718 Est. Cost $101.45 Unrealized +23.7%
TMUS T-MOBILE US INC 0.0%
Value ($000) $95 Shares 355 Est. Cost $136.31 Unrealized +78.3%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $95 Shares 1,306 Est. Cost $76.80 Unrealized -6.8%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $94 Shares 177 Est. Cost $390.58 Unrealized
VDC VANGUARD WORLD FD 0.0%
Value ($000) $94 Shares 431 Est. Cost $206.87 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $94 Shares 820 Est. Cost $69.34 Unrealized +77.5%
BBEU J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $94 Shares 1,518 Est. Cost $52.13 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $93 Shares 300 Est. Cost $198.71 Unrealized +44.6%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $93 Shares 846 Est. Cost $36.84 Unrealized +187.3%
TXNM TXNM ENERGY INC 0.0%
Value ($000) $92 Shares 1,728 Est. Cost $23.39 Unrealized +114.5%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $91 Shares 831 Est. Cost $70.26 Unrealized +40.1%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $90 Shares 1,376 Est. Cost $41.91 Unrealized +61.6%
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $89 Shares 2,148 Est. Cost $34.03 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $88 Shares 197 Est. Cost $418.83 Unrealized +7.0%
IWN ISHARES TR 0.0%
Value ($000) $87 Shares 573 Est. Cost $123.30 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $85 Shares 363 Est. Cost $180.65 Unrealized +34.0%
DFSI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $84 Shares 2,420 Est. Cost $33.95 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $83 Shares 7,170 Est. Cost $11.54 Unrealized
EBND SPDR SER TR 0.0%
Value ($000) $81 Shares 4,050 Est. Cost $26.24 Unrealized
HEI HEICO CORP NEW 0.0%
Value ($000) $80 Shares 301 Est. Cost $140.96 Unrealized +72.7%
SNA SNAP ON INC 0.0%
Value ($000) $78 Shares 231 Est. Cost $80.27 Unrealized +313.2%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $78 Shares 1,276 Est. Cost $48.90 Unrealized +13.4%
HSY HERSHEY CO 0.0%
Value ($000) $78 Shares 454 Est. Cost $205.25 Unrealized -22.4%
IBB ISHARES TR 0.0%
Value ($000) $77 Shares 603 Est. Cost $106.14 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $76 Shares 1,461 Est. Cost $37.77 Unrealized +27.0%
KR KROGER CO 0.0%
Value ($000) $74 Shares 1,091 Est. Cost $43.24 Unrealized +44.0%
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $73 Shares 455 Est. Cost $128.61 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $70 Shares 1,095 Est. Cost $38.23 Unrealized +55.8%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $70 Shares 204 Est. Cost $73.91 Unrealized +323.9%
VBIL VANGUARD INSTL INDEX FD 0.0%
Value ($000) $70 Shares 930 Est. Cost $75.44 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $70 Shares 3,500 Est. Cost $20.00 Unrealized
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $70 Shares 419 Est. Cost $31.29 Unrealized +457.2%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $70 Shares 884 Est. Cost $50.65 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $70 Shares 745 Est. Cost $85.66 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $69 Shares 293 Est. Cost $146.45 Unrealized +63.4%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $69 Shares 864 Est. Cost $37.38 Unrealized +118.3%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $69 Shares 386 Est. Cost $104.28 Unrealized +79.1%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $68 Shares 278 Est. Cost $158.33 Unrealized +41.1%
SBUX STARBUCKS CORP 0.0%
Value ($000) $67 Shares 679 Est. Cost $64.53 Unrealized +56.5%
NUVEEN NEW YORK AMT QLT MUNI 0.0%
Value ($000) $66 Shares 6,400 Est. Cost $11.98 Unrealized
IT GARTNER INC 0.0%
Value ($000) $66 Shares 157 Est. Cost $63.15 Unrealized +680.4%
SLQD ISHARES TR 0.0%
Value ($000) $65 Shares 1,295 Est. Cost $49.64 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $65 Shares 279 Est. Cost $137.69 Unrealized +58.6%
ORCL ORACLE CORP 0.0%
Value ($000) $64 Shares 457 Est. Cost $102.76 Unrealized +57.2%
PLD PROLOGIS INC. 0.0%
Value ($000) $64 Shares 570 Est. Cost $107.28 Unrealized +4.3%
IWO ISHARES TR 0.0%
Value ($000) $64 Shares 249 Est. Cost $134.88 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $63 Shares 1,059 Est. Cost $66.95 Unrealized -13.4%
BBCA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $63 Shares 883 Est. Cost $63.08 Unrealized
VNO VORNADO RLTY TR 0.0%
Value ($000) $63 Shares 1,696 Est. Cost $46.14 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $63 Shares 100 Est. Cost $631.12 Unrealized +8.1%
GEV GE VERNOVA INC 0.0%
Value ($000) $62 Shares 203 Est. Cost $158.10 Unrealized +120.2%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $61 Shares 990 Est. Cost $52.96 Unrealized +7.9%
ACWI ISHARES TR 0.0%
Value ($000) $61 Shares 527 Est. Cost $65.89 Unrealized
RPM RPM INTL INC 0.0%
Value ($000) $61 Shares 530 Est. Cost $83.57 Unrealized +45.5%
NFLX NETFLIX INC 0.0%
Value ($000) $61 Shares 65 Est. Cost $26.88 Unrealized +253.9%
ROL ROLLINS INC 0.0%
Value ($000) $60 Shares 1,105 Est. Cost $34.10 Unrealized +45.7%
DFCF DIMENSIONAL ETF TRUST 0.0%
Value ($000) $59 Shares 1,405 Est. Cost $44.51 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $58 Shares 400 Est. Cost $64.68 Unrealized +157.7%
AAPL APPLE INC 0.0%
Value ($000) $58 Shares 9,500 Est. Cost $115.10 Unrealized +100.5%
DFSE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $58 Shares 1,720 Est. Cost $33.07 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $58 Shares 252 Est. Cost $138.62 Unrealized +64.0%
OKE ONEOK INC NEW 0.0%
Value ($000) $57 Shares 575 Est. Cost $42.28 Unrealized +124.6%
ELME ELME COMMUNITIES 0.0%
Value ($000) $57 Shares 3,250 Est. Cost $26.15 Unrealized
NUVEEN NEW YORK QLT MUN INC 0.0%
Value ($000) $56 Shares 4,935 Est. Cost $12.79 Unrealized
KBH KB HOME 0.0%
Value ($000) $56 Shares 959 Est. Cost $62.42 Unrealized +0.2%
EXC EXELON CORP 0.0%
Value ($000) $55 Shares 1,204 Est. Cost $27.08 Unrealized +49.6%
XPCKX PIMCO CALIF MUN INCOME FD II 0.0%
Value ($000) $55 Shares 9,810 Est. Cost $5.93 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $55 Shares 126 Est. Cost $286.04 Unrealized +54.4%
KEY KEYCORP 0.0%
Value ($000) $55 Shares 3,442 Est. Cost $13.64 Unrealized +19.1%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $54 Shares 219 Est. Cost $168.95 Unrealized
ANSYS INC 0.0%
Value ($000) $53 Shares 169 Est. Cost $304.36 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $53 Shares 442 Est. Cost $85.70 Unrealized +32.7%
IAU ISHARES GOLD TR 0.0%
Value ($000) $53 Shares 900 Est. Cost $58.96 Unrealized
MMM 3M CO 0.0%
Value ($000) $53 Shares 358 Est. Cost $119.06 Unrealized +21.4%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $52 Shares 4,439 Est. Cost $7.84 Unrealized +83.8%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $52 Shares 466 Est. Cost $62.67 Unrealized +52.0%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $51 Shares 399 Est. Cost $128.20 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $51 Shares 103 Est. Cost $547.12 Unrealized -1.3%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $51 Shares 296 Est. Cost $122.60 Unrealized +32.2%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $51 Shares 204 Est. Cost $130.43 Unrealized +92.2%
OLO INC 0.0%
Value ($000) $50 Shares 8,355 Est. Cost $7.90 Unrealized
MET METLIFE INC 0.0%
Value ($000) $50 Shares 628 Est. Cost $49.73 Unrealized +63.2%
FLMX FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $50 Shares 2,000 Est. Cost $29.34 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $50 Shares 91 Est. Cost $381.42 Unrealized +42.1%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $49 Shares 637 Est. Cost $90.63 Unrealized -10.9%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $49 Shares 84 Est. Cost $147.65 Unrealized +302.2%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $49 Shares 535 Est. Cost $46.28 Unrealized +125.2%
QTUM ETF SER SOLUTIONS 0.0%
Value ($000) $48 Shares 650 Est. Cost $56.85 Unrealized
IBTA IBOTTA INC 0.0%
Value ($000) $48 Shares 1,136 Est. Cost $82.16 Unrealized -28.7%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $47 Shares 74 Est. Cost $602.84 Unrealized +13.5%
EVRG EVERGY INC 0.0%
Value ($000) $47 Shares 676 Est. Cost $47.21 Unrealized +33.7%
LIN LINDE PLC 0.0%
Value ($000) $47 Shares 100 Est. Cost $376.02 Unrealized +18.2%
SO SOUTHERN CO 0.0%
Value ($000) $46 Shares 502 Est. Cost $54.41 Unrealized +54.6%
SPTI SPDR SER TR 0.0%
Value ($000) $46 Shares 1,615 Est. Cost $28.56 Unrealized
BNTX BIONTECH SE 0.0%
Value ($000) $46 Shares 500 Est. Cost $170.00 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $45 Shares 1,066 Est. Cost $31.88 Unrealized +38.7%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $45 Shares 438 Est. Cost $100.13 Unrealized +11.1%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $44 Shares 362 Est. Cost $73.71 Unrealized +50.0%
WPC WP CAREY INC 0.0%
Value ($000) $44 Shares 697 Est. Cost $71.34 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $44 Shares 732 Est. Cost $31.84 Unrealized +60.2%
GLD SPDR GOLD TR 0.0%
Value ($000) $44 Shares 152 Est. Cost $135.22 Unrealized
WH WYNDHAM HOTELS & RESORTS INC 0.0%
Value ($000) $43 Shares 480 Est. Cost $60.97 Unrealized +66.3%
IAK ISHARES TR 0.0%
Value ($000) $43 Shares 314 Est. Cost $117.39 Unrealized
FV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $43 Shares 775 Est. Cost $51.55 Unrealized
OPPE WISDOMTREE TR 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $26.63 Unrealized
L LOEWS CORP 0.0%
Value ($000) $41 Shares 450 Est. Cost $46.16 Unrealized +84.9%
EPI WISDOMTREE TR 0.0%
Value ($000) $41 Shares 940 Est. Cost $23.40 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $41 Shares 1,400 Est. Cost $351.38 Unrealized +135.3%
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $41 Shares 598 Est. Cost $56.18 Unrealized +31.4%
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $40 Shares 1,000 Est. Cost $52.30 Unrealized
DTM DT MIDSTREAM INC 0.0%
Value ($000) $40 Shares 415 Est. Cost $49.41 Unrealized +96.6%
HIPO HIPPO HLDGS INC 0.0%
Value ($000) $39 Shares 1,536 Est. Cost $22.11 Unrealized +25.5%
FBRT FRANKLIN BSP RLTY TR INC 0.0%
Value ($000) $39 Shares 3,059 Est. Cost $12.74 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $39 Shares 333 Est. Cost $88.79 Unrealized +41.8%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $38 Shares 440 Est. Cost $84.14 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $37 Shares 287 Est. Cost $84.49 Unrealized +61.6%
VSCO VICTORIAS SECRET AND CO 0.0%
Value ($000) $37 Shares 2,014 Est. Cost $58.11 Unrealized -49.4%
UFPI UFP INDUSTRIES INC 0.0%
Value ($000) $37 Shares 348 Est. Cost $42.57 Unrealized +162.1%
GSK GSK PLC 0.0%
Value ($000) $37 Shares 960 Est. Cost $29.17 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $37 Shares 507 Est. Cost $56.08 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $37 Shares 162 Est. Cost $99.06 Unrealized +113.9%
XNTK SPDR SER TR 0.0%
Value ($000) $37 Shares 191 Est. Cost $164.15 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $36 Shares 162 Est. Cost $70.45 Unrealized +290.1%
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $36 Shares 500 Est. Cost $57.94 Unrealized
AVSE AMERICAN CENTY ETF TR 0.0%
Value ($000) $36 Shares 700 Est. Cost $55.32 Unrealized
GNMA ISHARES TR 0.0%
Value ($000) $35 Shares 800 Est. Cost $48.20 Unrealized
BLUEPRINT MEDICINES CORP 0.0%
Value ($000) $35 Shares 396 Est. Cost $26.41 Unrealized
BLK BLACKROCK INC 0.0%
Value ($000) $35 Shares 37 Est. Cost $991.05 Unrealized -2.9%
EBAY EBAY INC. 0.0%
Value ($000) $35 Shares 517 Est. Cost $49.49 Unrealized +32.8%
ZTS ZOETIS INC 0.0%
Value ($000) $35 Shares 212 Est. Cost $64.62 Unrealized +154.6%
ETHA ISHARES ETHEREUM TR 0.0%
Value ($000) $35 Shares 2,500 Est. Cost $13.82 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $34 Shares 325 Est. Cost $140.51 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $34 Shares 489 Est. Cost $75.32 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $34 Shares 515 Est. Cost $73.65 Unrealized +5.5%
IGV ISHARES TR 0.0%
Value ($000) $33 Shares 375 Est. Cost $85.27 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $33 Shares 177 Est. Cost $225.92 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $33 Shares 263 Est. Cost $120.74 Unrealized
TCAF T ROWE PRICE ETF INC 0.0%
Value ($000) $33 Shares 1,014 Est. Cost $33.27 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $32 Shares 450 Est. Cost $37.50 Unrealized +96.5%
ITB ISHARES TR 0.0%
Value ($000) $32 Shares 335 Est. Cost $115.77 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $32 Shares 40 Est. Cost $78.87 Unrealized +144.4%
DMXF ISHARES TR 0.0%
Value ($000) $32 Shares 470 Est. Cost $48.66 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $31 Shares 156 Est. Cost $183.90 Unrealized +15.8%
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $31 Shares 1,021 Est. Cost $22.98 Unrealized
CRDF CARDIFF ONCOLOGY INC 0.0%
Value ($000) $31 Shares 10,000 Est. Cost $2.05 Unrealized +93.3%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $31 Shares 158 Est. Cost $174.41 Unrealized +19.5%
BSVN BANK7 CORP 0.0%
Value ($000) $31 Shares 800 Est. Cost $21.81 Unrealized +87.0%
RARE ULTRAGENYX PHARMACEUTICAL IN 0.0%
Value ($000) $31 Shares 845 Est. Cost $53.14 Unrealized -21.7%
TPR TAPESTRY INC 0.0%
Value ($000) $30 Shares 430 Est. Cost $32.95 Unrealized +126.3%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $30 Shares 120 Est. Cost $204.71 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $30 Shares 249 Est. Cost $76.95 Unrealized +59.4%
CSX CSX CORP 0.0%
Value ($000) $30 Shares 1,005 Est. Cost $30.86 Unrealized +1.4%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $29 Shares 703 Est. Cost $35.66 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $29 Shares 201 Est. Cost $120.95 Unrealized +11.2%
WMT WALMART INC 0.0%
Value ($000) $29 Shares 329 Est. Cost $56.44 Unrealized +64.7%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $29 Shares 403 Est. Cost $68.09 Unrealized +0.8%
USCA DBX ETF TR 0.0%
Value ($000) $28 Shares 800 Est. Cost $36.07 Unrealized
MTCH MATCH GROUP INC NEW 0.0%
Value ($000) $28 Shares 906 Est. Cost $79.23 Unrealized -59.5%
SMMT SUMMIT THERAPEUTICS INC 0.0%
Value ($000) $28 Shares 1,460 Est. Cost $14.28 Unrealized +40.5%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $28 Shares 201 Est. Cost $180.87 Unrealized -18.4%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $28 Shares 58 Est. Cost $390.91 Unrealized +29.2%
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $27 Shares 535 Est. Cost $47.39 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $26 Shares 440 Est. Cost $61.60 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $26 Shares 220 Est. Cost $122.33 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $25 Shares 215 Est. Cost $100.22 Unrealized +4.1%
TXT TEXTRON INC 0.0%
Value ($000) $25 Shares 350 Est. Cost $50.40 Unrealized +48.4%
AFL AFLAC INC 0.0%
Value ($000) $25 Shares 227 Est. Cost $54.25 Unrealized +91.8%
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $25 Shares 2,250 Est. Cost $11.12 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $25 Shares 164 Est. Cost $109.15 Unrealized +46.3%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $25 Shares 500 Est. Cost $60.38 Unrealized -9.9%
WOR WORTHINGTON ENTERPRISES INC 0.0%
Value ($000) $25 Shares 500 Est. Cost $34.54 Unrealized +22.0%
IEUR ISHARES TR 0.0%
Value ($000) $25 Shares 416 Est. Cost $51.65 Unrealized
UNILEVER PLC 0.0%
Value ($000) $24 Shares 411 Est. Cost $57.24 Unrealized
NUVB NUVATION BIO INC 0.0%
Value ($000) $24 Shares 13,752 Est. Cost $5.62 Unrealized -59.5%
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $24 Shares 418 Est. Cost $25.60 Unrealized
NUVEEN MUNICIPAL CREDIT INC 0.0%
Value ($000) $24 Shares 1,945 Est. Cost $12.13 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $24 Shares 408 Est. Cost $35.53 Unrealized +48.0%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $23 Shares 400 Est. Cost $50.98 Unrealized +2.2%
SNPS SYNOPSYS INC 0.0%
Value ($000) $23 Shares 54 Est. Cost $188.88 Unrealized +157.2%
DTD WISDOMTREE TR 0.0%
Value ($000) $23 Shares 300 Est. Cost $68.33 Unrealized
DRS LEONARDO DRS INC 0.0%
Value ($000) $23 Shares 700 Est. Cost $10.65 Unrealized +206.9%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $23 Shares 693 Est. Cost $40.70 Unrealized +0.9%
DVA DAVITA INC 0.0%
Value ($000) $23 Shares 150 Est. Cost $127.22 Unrealized +23.5%
PPG PPG INDS INC 0.0%
Value ($000) $22 Shares 205 Est. Cost $115.58 Unrealized -2.6%
XBI SPDR SER TR 0.0%
Value ($000) $22 Shares 275 Est. Cost $90.91 Unrealized
TNL TRAVEL PLUS LEISURE CO 0.0%
Value ($000) $22 Shares 480 Est. Cost $45.04 Unrealized +12.2%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $22 Shares 350 Est. Cost $25.29 Unrealized +160.1%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $22 Shares 106 Est. Cost $144.63 Unrealized +30.4%
CCI CROWN CASTLE INC 0.0%
Value ($000) $22 Shares 211 Est. Cost $100.08 Unrealized -10.9%
SPYV SPDR SER TR 0.0%
Value ($000) $22 Shares 430 Est. Cost $40.41 Unrealized
KNCT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $22 Shares 217 Est. Cost $89.36 Unrealized
ESGD ISHARES TR 0.0%
Value ($000) $22 Shares 266 Est. Cost $67.61 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $22 Shares 448 Est. Cost $78.82 Unrealized -31.3%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $22 Shares 2,900 Est. Cost $161.75 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $22 Shares 569 Est. Cost $36.52 Unrealized +3.5%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $21 Shares 2,002 Est. Cost $17.51 Unrealized -40.3%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $21 Shares 680 Est. Cost $23.44 Unrealized +26.2%
WDFC WD 40 CO 0.0%
Value ($000) $21 Shares 85 Est. Cost $93.26 Unrealized +148.6%
TGT TARGET CORP 0.0%
Value ($000) $21 Shares 197 Est. Cost $155.64 Unrealized -22.8%
PAYX PAYCHEX INC 0.0%
Value ($000) $20 Shares 131 Est. Cost $107.02 Unrealized +33.8%
CUT INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $20 Shares 650 Est. Cost $31.95 Unrealized
FENI FIDELITY COVINGTON TRUST 0.0%
Value ($000) $20 Shares 671 Est. Cost $26.50 Unrealized
DFVX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $20 Shares 310 Est. Cost $64.13 Unrealized
ABRDN TOTAL DYNAMIC DIVIDEND 0.0%
Value ($000) $20 Shares 2,369 Est. Cost $10.01 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $20 Shares 75 Est. Cost $383.05 Unrealized -30.4%
C CITIGROUP INC 0.0%
Value ($000) $20 Shares 279 Est. Cost $44.92 Unrealized +65.9%
PSX PHILLIPS 66 0.0%
Value ($000) $20 Shares 160 Est. Cost $113.05 Unrealized +5.5%
GHRS GH RESEARCH PLC 0.0%
Value ($000) $20 Shares 1,781 Est. Cost $13.00 Unrealized -14.0%
PNQI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $20 Shares 442 Est. Cost $36.07 Unrealized
CAKE CHEESECAKE FACTORY INC 0.0%
Value ($000) $19 Shares 400 Est. Cost $34.39 Unrealized +46.1%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $19 Shares 238 Est. Cost $81.67 Unrealized
IAC IAC INC 0.0%
Value ($000) $19 Shares 420 Est. Cost $70.53 Unrealized -48.3%
WESTERN AST INFL LKD OPP & I 0.0%
Value ($000) $19 Shares 2,190 Est. Cost $8.89 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $19 Shares 562 Est. Cost $38.84 Unrealized -17.2%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $19 Shares 238 Est. Cost $72.17 Unrealized +18.9%
HALO HALOZYME THERAPEUTICS INC 0.0%
Value ($000) $19 Shares 300 Est. Cost $34.12 Unrealized +70.3%
VVV VALVOLINE INC 0.0%
Value ($000) $19 Shares 549 Est. Cost $19.99 Unrealized +82.6%
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $19 Shares 200 Est. Cost $60.54 Unrealized +42.7%
DIV GLOBAL X FDS 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $20.00 Unrealized
FLG FLAGSTAR FINANCIAL INC 0.0%
Value ($000) $19 Shares 1,617 Est. Cost $10.59 Unrealized +5.9%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $19 Shares 165 Est. Cost $73.47 Unrealized +44.2%
ASML ASML HOLDING N V 0.0%
Value ($000) $19 Shares 28 Est. Cost $642.86 Unrealized
TTC TORO CO 0.0%
Value ($000) $18 Shares 254 Est. Cost $78.57 Unrealized +0.6%
DBND DOUBLELINE ETF TRUST 0.0%
Value ($000) $18 Shares 400 Est. Cost $44.12 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $18 Shares 61 Est. Cost $225.56 Unrealized +22.5%
AON AON PLC 0.0%
Value ($000) $18 Shares 46 Est. Cost $226.57 Unrealized +68.4%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $18 Shares 164 Est. Cost $62.98 Unrealized +73.0%
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $18 Shares 200 Est. Cost $73.63 Unrealized
EPAM EPAM SYS INC 0.0%
Value ($000) $18 Shares 106 Est. Cost $82.69 Unrealized +166.7%
QUVU HARTFORD FDS EXCHANGE TRADED 0.0%
Value ($000) $18 Shares 709 Est. Cost $24.39 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $18 Shares 520 Est. Cost $40.72 Unrealized
POWI POWER INTEGRATIONS INC 0.0%
Value ($000) $18 Shares 348 Est. Cost $40.18 Unrealized +46.4%
INTC INTEL CORP 0.0%
Value ($000) $17 Shares 761 Est. Cost $36.16 Unrealized -39.5%
FISV FISERV INC 0.0%
Value ($000) $17 Shares 78 Est. Cost $107.21 Unrealized +104.2%
MRNA MODERNA INC 0.0%
Value ($000) $17 Shares 602 Est. Cost $143.42 Unrealized -75.3%
FLUT FLUTTER ENTMT PLC 0.0%
Value ($000) $17 Shares 77 Est. Cost $203.33 Unrealized +27.4%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $17 Shares 228 Est. Cost $39.27 Unrealized
ICUI ICU MED INC 0.0%
Value ($000) $17 Shares 120 Est. Cost $103.79 Unrealized +49.5%
CI THE CIGNA GROUP 0.0%
Value ($000) $16 Shares 49 Est. Cost $239.62 Unrealized +23.4%
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $16 Shares 420 Est. Cost $54.96 Unrealized
AIR TRANSPORT SERVICES GRP I 0.0%
Value ($000) $16 Shares 700 Est. Cost $22.86 Unrealized
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $16 Shares 111 Est. Cost $146.90 Unrealized -0.3%
HESS CORP 0.0%
Value ($000) $15 Shares 96 Est. Cost $153.00 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $15 Shares 73 Est. Cost $200.83 Unrealized +2.6%
TOTL SSGA ACTIVE ETF TR 0.0%
Value ($000) $15 Shares 370 Est. Cost $48.74 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $15 Shares 67 Est. Cost $39.86 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $15 Shares 175 Est. Cost $38.28 Unrealized +115.7%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $14 Shares 460 Est. Cost $19.64 Unrealized +90.8%
ABRDN EMERGING MARKETS EX CH 0.0%
Value ($000) $14 Shares 2,895 Est. Cost $5.63 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $14 Shares 103 Est. Cost $80.65 Unrealized +56.1%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $14 Shares 463 Est. Cost $43.23 Unrealized -34.4%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $14 Shares 225 Est. Cost $53.33 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $151.84 Unrealized 0.0%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $14 Shares 210 Est. Cost $64.91 Unrealized
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $13 Shares 900 Est. Cost $58.49 Unrealized -69.7%
ITUB ITAU UNIBANCO HLDG S A 0.0%
Value ($000) $13 Shares 2,415 Est. Cost $4.23 Unrealized
VICI VICI PPTYS INC 0.0%
Value ($000) $13 Shares 407 Est. Cost $26.29 Unrealized +10.9%
NKE NIKE INC 0.0%
Value ($000) $13 Shares 208 Est. Cost $107.27 Unrealized -32.8%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $13 Shares 66 Est. Cost $172.16 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $13 Shares 125 Est. Cost $55.13 Unrealized +74.4%
WMB WILLIAMS COS INC 0.0%
Value ($000) $13 Shares 214 Est. Cost $27.96 Unrealized +98.2%
VEEV VEEVA SYS INC 0.0%
Value ($000) $13 Shares 55 Est. Cost $112.79 Unrealized +102.6%
WS WORTHINGTON STL INC 0.0%
Value ($000) $13 Shares 500 Est. Cost $27.30 Unrealized +3.2%
GLW CORNING INC 0.0%
Value ($000) $13 Shares 275 Est. Cost $30.77 Unrealized +57.8%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $63.45 Unrealized +96.9%
FNDC SCHWAB STRATEGIC TR 0.0%
Value ($000) $12 Shares 345 Est. Cost $29.13 Unrealized
SBRA SABRA HEALTH CARE REIT INC 0.0%
Value ($000) $12 Shares 709 Est. Cost $16.49 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $12 Shares 200 Est. Cost $61.34 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $12 Shares 1,200 Est. Cost $5.83 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $12 Shares 136 Est. Cost $84.45 Unrealized +3.5%
F FORD MTR CO 0.0%
Value ($000) $12 Shares 1,218 Est. Cost $10.98 Unrealized -15.8%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $12 Shares 28 Est. Cost $160.37 Unrealized +145.8%
AGNC AGNC INVT CORP 0.0%
Value ($000) $12 Shares 1,257 Est. Cost $14.53 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $12 Shares 52 Est. Cost $60.75 Unrealized +270.6%
VIRTUS DIVIDEND INTEREST & P 0.0%
Value ($000) $12 Shares 988 Est. Cost $12.24 Unrealized
ASH ASHLAND INC 0.0%
Value ($000) $12 Shares 200 Est. Cost $68.28 Unrealized -9.3%
VST VISTRA CORP 0.0%
Value ($000) $12 Shares 100 Est. Cost $137.88 Unrealized +7.8%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $12 Shares 54 Est. Cost $214.27 Unrealized -11.5%
WPP WPP PLC NEW 0.0%
Value ($000) $12 Shares 308 Est. Cost $92.68 Unrealized
BBJP J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $11 Shares 203 Est. Cost $54.89 Unrealized
ABRDN ASIA PACIFIC INCOME FU 0.0%
Value ($000) $11 Shares 718 Est. Cost $17.40 Unrealized
BBAX J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $11 Shares 230 Est. Cost $48.75 Unrealized
TFSL TFS FINL CORP 0.0%
Value ($000) $11 Shares 900 Est. Cost $11.76 Unrealized +0.7%
NOBL PROSHARES TR 0.0%
Value ($000) $11 Shares 109 Est. Cost $73.39 Unrealized
DOX AMDOCS LTD 0.0%
Value ($000) $11 Shares 121 Est. Cost $56.12 Unrealized +51.8%
CGNX COGNEX CORP 0.0%
Value ($000) $11 Shares 371 Est. Cost $30.42 Unrealized +14.8%
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $11 Shares 150 Est. Cost $114.46 Unrealized -7.1%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $11 Shares 52 Est. Cost $206.71 Unrealized -10.0%
SUB ISHARES TR 0.0%
Value ($000) $11 Shares 100 Est. Cost $107.96 Unrealized
LGND LIGAND PHARMACEUTICALS INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $100.67 Unrealized +12.3%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $10 Shares 30 Est. Cost $309.37 Unrealized +12.5%
YOU CLEAR SECURE INC 0.0%
Value ($000) $10 Shares 400 Est. Cost $22.36 Unrealized +8.7%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $10 Shares 79 Est. Cost $108.44 Unrealized
CALAMOS CONV & HIGH INCOME F 0.0%
Value ($000) $10 Shares 1,021 Est. Cost $14.75 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $10 Shares 129 Est. Cost $69.09 Unrealized +12.4%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $10 Shares 22 Est. Cost $433.33 Unrealized +3.9%
EFG ISHARES TR 0.0%
Value ($000) $10 Shares 100 Est. Cost $86.30 Unrealized
IPX IPERIONX LTD 0.0%
Value ($000) $9 Shares 525 Est. Cost $22.27 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $9 Shares 232 Est. Cost $32.95 Unrealized +16.7%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $9 Shares 320 Est. Cost $20.19 Unrealized +42.9%
TJX TJX COS INC NEW 0.0%
Value ($000) $9 Shares 76 Est. Cost $108.51 Unrealized +10.7%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $9 Shares 2 Est. Cost $1805.95 Unrealized +163.0%
RES RPC INC 0.0%
Value ($000) $9 Shares 1,593 Est. Cost $16.27 Unrealized -64.7%
PRGO PERRIGO CO PLC 0.0%
Value ($000) $8 Shares 300 Est. Cost $90.69 Unrealized -71.4%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $8 Shares 200 Est. Cost $50.19 Unrealized -20.5%
WAB WABTEC 0.0%
Value ($000) $8 Shares 46 Est. Cost $102.86 Unrealized +85.6%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $8 Shares 35 Est. Cost $161.79 Unrealized +66.5%
CRM SALESFORCE INC 0.0%
Value ($000) $8 Shares 31 Est. Cost $250.75 Unrealized +23.2%
GBCI GLACIER BANCORP INC NEW 0.0%
Value ($000) $8 Shares 186 Est. Cost $19.05 Unrealized +145.3%
MHK MOHAWK INDS INC 0.0%
Value ($000) $8 Shares 72 Est. Cost $132.77 Unrealized -10.2%
DHR DANAHER CORPORATION 0.0%
Value ($000) $8 Shares 39 Est. Cost $224.73 Unrealized -3.5%
HDV ISHARES TR 0.0%
Value ($000) $8 Shares 66 Est. Cost $112.26 Unrealized
CPB THE CAMPBELLS COMPANY 0.0%
Value ($000) $8 Shares 200 Est. Cost $35.00 Unrealized +8.2%
SPYG SPDR SER TR 0.0%
Value ($000) $8 Shares 95 Est. Cost $59.28 Unrealized
SPXC SPX TECHNOLOGIES INC 0.0%
Value ($000) $7 Shares 58 Est. Cost $51.72 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $7 Shares 24 Est. Cost $181.95 Unrealized +101.6%
KIM KIMCO RLTY CORP 0.0%
Value ($000) $7 Shares 316 Est. Cost $17.58 Unrealized +18.8%
IJJ ISHARES TR 0.0%
Value ($000) $7 Shares 56 Est. Cost $90.17 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $7 Shares 106 Est. Cost $43.20 Unrealized +41.8%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 13 Est. Cost $436.17 Unrealized +13.4%
UE URBAN EDGE PPTYS 0.0%
Value ($000) $6 Shares 340 Est. Cost $26.47 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $6 Shares 85 Est. Cost $60.70 Unrealized +22.7%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $6 Shares 37 Est. Cost $172.47 Unrealized +7.2%
NUE NUCOR CORP 0.0%
Value ($000) $6 Shares 51 Est. Cost $120.73 Unrealized +5.0%
TMHC TAYLOR MORRISON HOME CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $68.25 Unrealized -8.8%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $6 Shares 748 Est. Cost $203.34 Unrealized -95.0%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $6 Shares 45 Est. Cost $119.35 Unrealized +8.4%
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $6 Shares 57 Est. Cost $32.16 Unrealized
RLMD RELMADA THERAPEUTICS INC 0.0%
Value ($000) $6 Shares 21,676 Est. Cost $10.00 Unrealized -96.7%
EATON VANCE SHORT DURATION D 0.0%
Value ($000) $6 Shares 528 Est. Cost $9.95 Unrealized
IEF ISHARES TR 0.0%
Value ($000) $6 Shares 60 Est. Cost $98.16 Unrealized
VENU VENU HLDG CORP 0.0%
Value ($000) $6 Shares 600 Est. Cost $9.61 Unrealized 0.0%
JBGS JBG SMITH PPTYS 0.0%
Value ($000) $5 Shares 341 Est. Cost $35.19 Unrealized
WRB BERKLEY W R CORP 0.0%
Value ($000) $5 Shares 77 Est. Cost $54.60 Unrealized +9.4%
BIIB BIOGEN INC 0.0%
Value ($000) $5 Shares 40 Est. Cost $311.63 Unrealized -54.1%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $5 Shares 30 Est. Cost $112.29 Unrealized +72.8%
TOL TOLL BROTHERS INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $121.04 Unrealized -0.8%
AL AIR LEASE CORP 0.0%
Value ($000) $5 Shares 106 Est. Cost $40.06 Unrealized +15.4%
BALL BALL CORP 0.0%
Value ($000) $5 Shares 98 Est. Cost $56.44 Unrealized -8.3%
EWJ ISHARES INC 0.0%
Value ($000) $5 Shares 74 Est. Cost $67.09 Unrealized
MTSI MACOM TECH SOLUTIONS HLDGS I 0.0%
Value ($000) $5 Shares 50 Est. Cost $25.41 Unrealized +379.0%
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $5 Shares 110 Est. Cost $97.16 Unrealized -39.0%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $5 Shares 113 Est. Cost $15.41 Unrealized +184.3%
FDVV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $5 Shares 100 Est. Cost $40.00 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $5 Shares 14 Est. Cost $306.18 Unrealized +24.5%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $35.66 Unrealized +84.1%
BEPC BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $5 Shares 171 Est. Cost $29.14 Unrealized -9.7%
WESTERN ASSET MANAGED MUNS F 0.0%
Value ($000) $5 Shares 457 Est. Cost $10.17 Unrealized
GDDY GODADDY INC 0.0%
Value ($000) $5 Shares 26 Est. Cost $111.25 Unrealized +71.8%
DSI ISHARES TR 0.0%
Value ($000) $5 Shares 45 Est. Cost $95.56 Unrealized
BGC BGC GROUP INC 0.0%
Value ($000) $5 Shares 500 Est. Cost $4.88 Unrealized +90.5%
VRSN VERISIGN INC 0.0%
Value ($000) $5 Shares 18 Est. Cost $89.53 Unrealized +151.6%
NVST ENVISTA HOLDINGS CORPORATION 0.0%
Value ($000) $5 Shares 262 Est. Cost $28.45 Unrealized -31.7%
PGEN PRECIGEN INC 0.0%
Value ($000) $4 Shares 3,000 Est. Cost $1.81 Unrealized -12.9%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $4 Shares 15 Est. Cost $237.23 Unrealized +20.7%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $4 Shares 44 Est. Cost $75.56 Unrealized +33.3%
CSL CARLISLE COS INC 0.0%
Value ($000) $4 Shares 13 Est. Cost $331.86 Unrealized +6.6%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $4 Shares 13 Est. Cost $334.46 Unrealized
BRO BROWN & BROWN INC 0.0%
Value ($000) $4 Shares 33 Est. Cost $79.49 Unrealized +39.8%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $4 Shares 62 Est. Cost $140.55 Unrealized -49.3%
KLAC KLA CORP 0.0%
Value ($000) $4 Shares 6 Est. Cost $640.93 Unrealized +11.5%
ARKQ ARK ETF TR 0.0%
Value ($000) $4 Shares 60 Est. Cost $83.33 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $4 Shares 50 Est. Cost $75.55 Unrealized
HTZ HERTZ GLOBAL HLDGS INC 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $19.73 Unrealized -79.7%
NUSC NUSHARES ETF TR 0.0%
Value ($000) $4 Shares 102 Est. Cost $29.41 Unrealized
SAIL SAILPOINT INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $21.79 Unrealized 0.0%
RELX RELX PLC 0.0%
Value ($000) $4 Shares 74 Est. Cost $44.30 Unrealized
VIMEO INC 0.0%
Value ($000) $4 Shares 681 Est. Cost $5.87 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $3 Shares 75 Est. Cost $40.00 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $3 Shares 20 Est. Cost $259.62 Unrealized -6.7%
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $3 Shares 60 Est. Cost $57.81 Unrealized
UAE ISHARES TR 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.19 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $3 Shares 39 Est. Cost $70.79 Unrealized +7.6%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $3 Shares 39 Est. Cost $89.83 Unrealized +6.6%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $63.18 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $3 Shares 300 Est. Cost $15.28 Unrealized -1.5%
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value ($000) $3 Shares 16 Est. Cost $174.46 Unrealized +18.8%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $3 Shares 42 Est. Cost $27.24 Unrealized +17.1%
INTU INTUIT 0.0%
Value ($000) $3 Shares 5 Est. Cost $566.31 Unrealized +5.5%
IHG INTERCONTINENTAL HOTELS GROU 0.0%
Value ($000) $3 Shares 28 Est. Cost $105.64 Unrealized
PJT PJT PARTNERS INC 0.0%
Value ($000) $3 Shares 22 Est. Cost $77.29 Unrealized +102.4%
OGN ORGANON & CO 0.0%
Value ($000) $3 Shares 201 Est. Cost $26.85 Unrealized -43.7%
EELV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $3 Shares 120 Est. Cost $25.00 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $3 Shares 24 Est. Cost $93.17 Unrealized +37.0%
FTNT FORTINET INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $60.21 Unrealized +68.4%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $3 Shares 84 Est. Cost $26.83 Unrealized +17.4%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $3 Shares 26 Est. Cost $134.48 Unrealized -16.2%
FLAHERTY & CRUMRINE TOTAL RE 0.0%
Value ($000) $3 Shares 170 Est. Cost $14.51 Unrealized
LEN/B LENNAR CORP 0.0%
Value ($000) $3 Shares 26 Est. Cost $41.52 Unrealized +181.6%
NMRK NEWMARK GROUP INC 0.0%
Value ($000) $3 Shares 231 Est. Cost $4.11 Unrealized +222.1%
MORN MORNINGSTAR INC 0.0%
Value ($000) $3 Shares 9 Est. Cost $288.05 Unrealized +9.3%
EOG EOG RES INC 0.0%
Value ($000) $3 Shares 21 Est. Cost $105.59 Unrealized +18.5%
NUVEEN ARIZONA QLTY MUN INC 0.0%
Value ($000) $3 Shares 222 Est. Cost $13.07 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $3 Shares 38 Est. Cost $63.47 Unrealized +8.4%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $585.29 Unrealized 0.0%
ATI ATI INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $16.05 Unrealized +253.6%
UMI USCF ETF TR 0.0%
Value ($000) $3 Shares 50 Est. Cost $40.34 Unrealized
RKT ROCKET COS INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $16.61 Unrealized -25.9%
MIND MEDICINE MINDMED INC 0.0%
Value ($000) $2 Shares 400 Est. Cost $2.50 Unrealized
EXE EXPAND ENERGY CORPORATION 0.0%
Value ($000) $2 Shares 21 Est. Cost $89.24 Unrealized +13.2%
PTC PTC INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $148.42 Unrealized +15.9%
SLVM SYLVAMO CORP 0.0%
Value ($000) $2 Shares 34 Est. Cost $33.17 Unrealized +111.9%
OVV OVINTIV INC 0.0%
Value ($000) $2 Shares 53 Est. Cost $13.13 Unrealized +225.1%
TIDAL TR II 0.0%
Value ($000) $2 Shares 473 Est. Cost $4.79 Unrealized
LII LENNOX INTL INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $534.43 Unrealized +12.2%
AEE AMEREN CORP 0.0%
Value ($000) $2 Shares 22 Est. Cost $75.24 Unrealized +24.6%
CACI CACI INTL INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $355.33 Unrealized +7.7%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $2 Shares 30 Est. Cost $74.98 Unrealized +4.2%
CASY CASEYS GEN STORES INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $289.31 Unrealized +41.0%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 552 Est. Cost $9.94 Unrealized -49.9%
AGG ISHARES TR 0.0%
Value ($000) $2 Shares 22 Est. Cost $100.52 Unrealized
BURL BURLINGTON STORES INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $204.04 Unrealized +27.0%
CHH CHOICE HOTELS INTL INC 0.0%
Value ($000) $2 Shares 16 Est. Cost $125.27 Unrealized +12.6%
OLN OLIN CORP 0.0%
Value ($000) $2 Shares 87 Est. Cost $14.30 Unrealized +90.3%
IX ORIX CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.89 Unrealized
TBT PROSHARES TR 0.0%
Value ($000) $2 Shares 62 Est. Cost $32.26 Unrealized
ASIX ADVANSIX INC 0.0%
Value ($000) $2 Shares 92 Est. Cost $35.51 Unrealized -24.0%
AVIG AMERICAN CENTY ETF TR 0.0%
Value ($000) $2 Shares 50 Est. Cost $48.22 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $2 Shares 3 Est. Cost $416.71 Unrealized +47.8%
CCL CARNIVAL CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $26.71 Unrealized -10.9%
KEX KIRBY CORP 0.0%
Value ($000) $2 Shares 19 Est. Cost $84.38 Unrealized +23.7%
BLND BLEND LABS INC 0.0%
Value ($000) $2 Shares 572 Est. Cost $3.74 Unrealized -2.8%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $2 Shares 10 Est. Cost $196.71 Unrealized +6.5%
MKL MARKEL GROUP INC 0.0%
Value ($000) $2 Shares 1 Est. Cost $1466.28 Unrealized +25.5%
GRNY TIDAL ETF TR 0.0%
Value ($000) $2 Shares 100 Est. Cost $19.96 Unrealized
MINO PIMCO ETF TR 0.0%
Value ($000) $2 Shares 40 Est. Cost $46.09 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $100.80 Unrealized +2.1%
JLL JONES LANG LASALLE INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $181.90 Unrealized +44.7%
VAC MARRIOTT VACATIONS WORLDWIDE 0.0%
Value ($000) $2 Shares 27 Est. Cost $140.13 Unrealized -43.3%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $2 Shares 7 Est. Cost $195.53 Unrealized +18.6%
FTV FORTIVE CORP 0.0%
Value ($000) $2 Shares 23 Est. Cost $43.06 Unrealized +35.8%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $2 Shares 179 Est. Cost $12.82 Unrealized
DEM WISDOMTREE TR 0.0%
Value ($000) $2 Shares 39 Est. Cost $44.00 Unrealized
IEX IDEX CORP 0.0%
Value ($000) $2 Shares 9 Est. Cost $220.24 Unrealized -10.7%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $247.36 Unrealized +11.0%
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $121.40 Unrealized +69.9%
ATR APTARGROUP INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $131.99 Unrealized +12.4%
DOW DOW INC 0.0%
Value ($000) $1 Shares 42 Est. Cost $41.53 Unrealized -13.4%
MBLY MOBILEYE GLOBAL INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $16.34 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $71.30 Unrealized +22.0%
PSTL POSTAL REALTY TRUST INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $14.32 Unrealized
TREE LENDINGTREE INC NEW 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.38 Unrealized
AMG AFFILIATED MANAGERS GROUP IN 0.0%
Value ($000) $1 Shares 8 Est. Cost $155.40 Unrealized +12.2%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $1 Shares 12 Est. Cost $150.23 Unrealized +7.5%
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $136.57 Unrealized -7.2%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $1 Shares 12 Est. Cost $135.16 Unrealized -13.2%
BLACKROCK FLOATING RATE INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
CCOI COGENT COMMUNICATIONS HLDGS 0.0%
Value ($000) $1 Shares 20 Est. Cost $19.88 Unrealized +248.6%
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $1 Shares 192 Est. Cost $11.12 Unrealized -29.4%
LSTR LANDSTAR SYS INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $192.73 Unrealized
JBHT HUNT J B TRANS SVCS INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $197.78 Unrealized -17.6%
ITEQ AMPLIFY ETF TR 0.0%
Value ($000) $1 Shares 24 Est. Cost $48.25 Unrealized
VMC VULCAN MATLS CO 0.0%
Value ($000) $1 Shares 5 Est. Cost $213.74 Unrealized +18.0%
ACB AURORA CANNABIS INC 0.0%
Value ($000) $1 Shares 265 Est. Cost $3.87 Unrealized +22.1%
TRU TRANSUNION 0.0%
Value ($000) $1 Shares 14 Est. Cost $72.57 Unrealized +25.2%
SAP SAP SE 0.0%
Value ($000) $1 Shares 4 Est. Cost $229.00 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $1 Shares 20 Est. Cost $38.82 Unrealized +56.9%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $48.38 Unrealized +161.9%
EUFN ISHARES TR 0.0%
Value ($000) $1 Shares 36 Est. Cost $24.72 Unrealized
NDSN NORDSON CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $246.70 Unrealized -15.4%
NUVEEN TAXABLE MUNICPAL INM 0.0%
Value ($000) $1 Shares 62 Est. Cost $15.84 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $1 Shares 42 Est. Cost $22.72 Unrealized
XIFR XPLR INFRASTRUCTURE LP 0.0%
Value ($000) $1 Shares 100 Est. Cost $30.34 Unrealized -62.6%
WEX WEX INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $215.19 Unrealized -23.5%
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.50 Unrealized
GGG GRACO INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $86.25 Unrealized -3.2%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $244.13 Unrealized +1.8%
SCI SERVICE CORP INTL 0.0%
Value ($000) $1 Shares 11 Est. Cost $70.56 Unrealized +11.5%
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $238.11 Unrealized -12.5%
VWOB VANGUARD WHITEHALL FDS 0.0%
Value ($000) $1 Shares 13 Est. Cost $63.31 Unrealized
DFAW DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1 Shares 13 Est. Cost $63.46 Unrealized
INSP INSPIRE MED SYS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $193.47 Unrealized -6.5%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $1 Shares 21 Est. Cost $46.14 Unrealized -25.0%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $180.68 Unrealized +2.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $31.63 Unrealized +127.8%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $516.50 Unrealized -26.2%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $62.02 Unrealized -22.9%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $1 Shares 4 Est. Cost $202.10 Unrealized -10.7%
POOL POOL CORP 0.0%
Value ($000) $1 Shares 2 Est. Cost $362.24 Unrealized -7.8%
DHI D R HORTON INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $116.99 Unrealized +13.5%
JNK SPDR SER TR 0.0%
Value ($000) $1 Shares 6 Est. Cost $94.33 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $99.45 Unrealized -12.5%
ING ING GROEP N.V. 0.0%
Value ($000) $1 Shares 27 Est. Cost $16.48 Unrealized
LWLG LIGHTWAVE LOGIC INC 0.0%
Value ($000) $0 Shares 485 Est. Cost $9.56 Unrealized -83.7%
IRM IRON MTN INC DEL 0.0%
Value ($000) $0 Shares 5 Est. Cost $56.32 Unrealized +65.4%
LAC LITHIUM AMERS CORP NEW 0.0%
Value ($000) $0 Shares 150 Est. Cost $7.45 Unrealized -59.5%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $55.44 Unrealized +0.7%
CC CHEMOURS CO 0.0%
Value ($000) $0 Shares 30 Est. Cost $15.88 Unrealized +1.2%
SLG SL GREEN RLTY CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $83.33 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $80.05 Unrealized +24.1%
DASH DOORDASH INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $51.92 Unrealized +262.2%
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value ($000) $0 Shares 10 Est. Cost $41.90 Unrealized
KLG WK KELLOGG CO 0.0%
Value ($000) $0 Shares 18 Est. Cost $18.07 Unrealized
TILRAY BRANDS INC 0.0%
Value ($000) $0 Shares 525 Est. Cost $2.47 Unrealized
MED MEDIFAST INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $165.42 Unrealized -90.9%
NIO NIO INC 0.0%
Value ($000) $0 Shares 86 Est. Cost $10.51 Unrealized
LAR LITHIUM ARGENTINA AG 0.0%
Value ($000) $0 Shares 150 Est. Cost $2.52 Unrealized 0.0%
FTNT FORTINET INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $60.21 Unrealized +68.4%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $152.57 Unrealized +11.2%
MAT MATTEL INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $13.36 Unrealized +48.5%
NVX NOVONIX LIMITED 0.0%
Value ($000) $0 Shares 250 Est. Cost $1.84 Unrealized
FLG FLAGSTAR FINANCIAL INC 0.0%
Value ($000) $0 Shares 500 Est. Cost $10.59 Unrealized +5.9%
TOST TOAST INC 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $85.04 Unrealized +21.1%
THE ODP CORP 0.0%
Value ($000) $0 Shares 15 Est. Cost $53.07 Unrealized
OKTA OKTA INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $57.10 Unrealized +71.1%
SPMD SPDR SER TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $54.75 Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $0 Shares 100 Est. Cost $114.46 Unrealized -7.1%
ZIMVIE INC 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $12.98 Unrealized -22.8%
NATL NCR ATLEOS CORPORATION 0.0%
Value ($000) $0 Shares 6 Est. Cost $22.89 Unrealized +29.9%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $148.81 Unrealized -51.9%
FIVE FIVE BELOW INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $157.26 Unrealized -44.1%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $31.63 Unrealized +127.8%
VYX NCR VOYIX CORPORATION 0.0%
Value ($000) $0 Shares 12 Est. Cost $18.35 Unrealized -36.0%
PCYO PURE CYCLE CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $14.98 Unrealized -24.1%
ETSY ETSY INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $114.42 Unrealized -55.2%
UBS UBS GROUP AG 0.0%
Value ($000) $0 Shares 3 Est. Cost $29.73 Unrealized +12.2%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
LYFT LYFT INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $23.31 Unrealized -44.2%
QVC GROUP INC 0.0%
Value ($000) $0 Shares 278 Est. Cost $3.56 Unrealized
APA APA CORPORATION 0.0%
Value ($000) $0 Shares 2 Est. Cost $16.01 Unrealized +31.4%
GAP GAP INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $10.57 Unrealized +106.1%
MBLY MOBILEYE GLOBAL INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $16.34 Unrealized 0.0%
LVWR/WS LIVEWIRE GROUP INC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
JBLU JETBLUE AWYS CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $7.31 Unrealized -10.1%
LUCID GROUP INC 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $7.41 Unrealized -33.2%
ABVEW ABOVE FOOD INGREDIENTS INC 0.0%
Value ($000) $0 Shares 250 Est. Cost $0.02 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $15.92 Unrealized -88.1%
BLDP BALLARD PWR SYS INC NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $5.68 Unrealized -75.2%
MVST MICROVAST HOLDINGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $2.04 Unrealized -14.7%