Anfield Capital Management, LLC Diversified Active

CIK: 0001602020 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 11, 2025

Total Value ($000): $302,093 (100.0% shares, 0.0% debt)

Holdings (523)

SPY SPDR S&P 500 ETF TRUST 14.0%
Value ($000) $42,300 Shares 68,463 Est. Cost $400.19 Unrealized
XLC COMM SERV SELECT SECTOR SPDR 11.1%
Value ($000) $33,499 Shares 308,665 Est. Cost $84.79 Unrealized
AESR ANFIELD US EQUITY SECTOR ROT 5.1%
Value ($000) $15,443 Shares 814,943 Est. Cost $11.22 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWA 5.0%
Value ($000) $15,195 Shares 138,766 Est. Cost $88.99 Unrealized
ARKW ARK NEXT GENERATION INTERNET 4.5%
Value ($000) $13,526 Shares 91,626 Est. Cost $94.67 Unrealized
GOVT ISHARES US TREASURY BOND ETF 3.9%
Value ($000) $11,729 Shares 510,390 Est. Cost $23.87 Unrealized
IYG ISHARES U.S. FINANCIAL SERVI 3.5%
Value ($000) $10,614 Shares 123,991 Est. Cost $78.55 Unrealized
LQD ISHARES IBOXX INVESTMENT GRA 2.9%
Value ($000) $8,629 Shares 78,724 Est. Cost $112.52 Unrealized
MBB ISHARES MBS ETF 2.7%
Value ($000) $8,222 Shares 87,573 Est. Cost $95.53 Unrealized
VCR VANGUARD CONSUMER DISCRE ETF 2.4%
Value ($000) $7,262 Shares 20,044 Est. Cost $325.51 Unrealized
IEF ISHARES 7-10 YEAR TREASURY B 2.2%
Value ($000) $6,637 Shares 69,302 Est. Cost $97.77 Unrealized
XMHQ INVESCO S&P MIDCAP QUAL ETF 2.2%
Value ($000) $6,617 Shares 67,358 Est. Cost $91.53 Unrealized
SMLF ISHARES US SMALLCAP EQUITY F 2.2%
Value ($000) $6,610 Shares 97,280 Est. Cost $62.16 Unrealized
VDC VANGUARD CONSUMER STAPLE ETF 2.0%
Value ($000) $6,067 Shares 27,703 Est. Cost $218.82 Unrealized
JAAA JANUS HENDERSON AAA CLO ETF 1.9%
Value ($000) $5,828 Shares 114,835 Est. Cost $50.71 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQ 1.9%
Value ($000) $5,814 Shares 50,882 Est. Cost $104.88 Unrealized
XLY CONSUMER DISCRETIONARY SELT 1.8%
Value ($000) $5,466 Shares 25,149 Est. Cost $197.40 Unrealized
IYC ISHARES US CONSUMER DISCRETI 1.6%
Value ($000) $4,961 Shares 49,789 Est. Cost $88.33 Unrealized
JBBB JANUS HENDERSON B-BBB CLO ET 1.6%
Value ($000) $4,788 Shares 99,314 Est. Cost $48.68 Unrealized
KBWB INVESCO KBW BANK ETF 1.4%
Value ($000) $4,261 Shares 59,495 Est. Cost $62.77 Unrealized
GJAN FT VEST US EQUITY MODERATE B 1.3%
Value ($000) $4,030 Shares 100,830 Est. Cost $37.67 Unrealized
LMBS FIRST TRUST LOW DURATION OPP 1.3%
Value ($000) $4,022 Shares 81,655 Est. Cost $49.36 Unrealized
FJAN FT VEST U.S. EQUITY BUFFER E 1.2%
Value ($000) $3,533 Shares 74,303 Est. Cost $43.41 Unrealized
JNK SPDR BLOOMBERG HIGH YIELD BO 1.1%
Value ($000) $3,444 Shares 35,408 Est. Cost $99.24 Unrealized
VOX VANGUARD COMMUNICATION SERVI 1.0%
Value ($000) $2,936 Shares 17,164 Est. Cost $148.39 Unrealized
PSMR PACER SWAN SOS MODERATE APR 0.9%
Value ($000) $2,793 Shares 98,243 Est. Cost $26.31 Unrealized
AMZN AMAZON.COM INC 0.7%
Value ($000) $2,028 Shares 9,244 Est. Cost $203.03 Unrealized -2.5%
NFLX NETFLIX INC 0.6%
Value ($000) $1,951 Shares 1,457 Est. Cost $63.38 Unrealized +78.4%
ADFI ANFIELD DYNAMIC FIXED INCOME 0.6%
Value ($000) $1,887 Shares 221,240 Est. Cost $8.49 Unrealized
META META PLATFORMS INC-CLASS A 0.6%
Value ($000) $1,853 Shares 2,510 Est. Cost $457.42 Unrealized +34.8%
RCL ROYAL CARIBBEAN CRUISES LTD 0.6%
Value ($000) $1,771 Shares 5,656 Est. Cost $233.26 Unrealized +1.2%
GMAR FT VEST US EQUITY MODERATE B 0.5%
Value ($000) $1,616 Shares 41,482 Est. Cost $38.95 Unrealized
KR KROGER CO 0.5%
Value ($000) $1,544 Shares 21,524 Est. Cost $62.26 Unrealized +9.5%
T AT&T INC 0.5%
Value ($000) $1,519 Shares 52,472 Est. Cost $24.19 Unrealized +11.5%
PSMD PACER SWAN SOS MODERATE JANU 0.5%
Value ($000) $1,502 Shares 49,377 Est. Cost $27.83 Unrealized
RPHS REGENTS PARK HEDGED MARKET 0.5%
Value ($000) $1,474 Shares 141,281 Est. Cost $9.94 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.5%
Value ($000) $1,472 Shares 9,729 Est. Cost $136.52 Unrealized +0.8%
COST COSTCO WHOLESALE CORP 0.5%
Value ($000) $1,460 Shares 1,475 Est. Cost $853.10 Unrealized +16.1%
TPR TAPESTRY INC 0.5%
Value ($000) $1,419 Shares 16,158 Est. Cost $74.57 Unrealized +0.5%
WMT WALMART INC 0.5%
Value ($000) $1,409 Shares 14,407 Est. Cost $92.48 Unrealized +2.5%
HLT HILTON WORLDWIDE HOLDINGS IN 0.5%
Value ($000) $1,396 Shares 5,242 Est. Cost $248.61 Unrealized -4.4%
ORLY O'REILLY AUTOMOTIVE INC 0.5%
Value ($000) $1,386 Shares 15,375 Est. Cost $90.90 Unrealized +0.3%
RL RALPH LAUREN CORP 0.5%
Value ($000) $1,380 Shares 5,031 Est. Cost $244.79 Unrealized +0.2%
TMUS T-MOBILE US INC 0.4%
Value ($000) $1,355 Shares 5,687 Est. Cost $237.36 Unrealized +1.7%
FOX FOX CORP - CLASS B 0.4%
Value ($000) $1,331 Shares 25,782 Est. Cost $49.20 Unrealized -1.5%
VOO VANGUARD S&P 500 ETF 0.4%
Value ($000) $1,325 Shares 2,333 Est. Cost $411.09 Unrealized
GNOV FT VEST US EQUITY MODERATE B 0.4%
Value ($000) $1,286 Shares 35,257 Est. Cost $36.48 Unrealized
MARM FTVESTUS MAX BUFF ETF MARCH 0.3%
Value ($000) $968 Shares 30,134 Est. Cost $29.75 Unrealized
NVDA NVIDIA CORP 0.3%
Value ($000) $901 Shares 5,701 Est. Cost $94.42 Unrealized +33.3%
MSFT MICROSOFT CORP 0.2%
Value ($000) $717 Shares 1,441 Est. Cost $387.40 Unrealized +11.6%
AAPL APPLE INC 0.2%
Value ($000) $655 Shares 3,193 Est. Cost $153.59 Unrealized +31.1%
SPMD SPDR PORTFOLIO S&P 400 MID C 0.2%
Value ($000) $645 Shares 11,859 Est. Cost $44.39 Unrealized
TMAR FT VEST EME MAR BUF ETF - MA 0.2%
Value ($000) $620 Shares 29,465 Est. Cost $21.03 Unrealized
YMAR FT VT INT EQU M B- MAR-US I 0.2%
Value ($000) $584 Shares 22,875 Est. Cost $25.51 Unrealized
GAPR FT VEST US EQUITY MODERATE B 0.2%
Value ($000) $542 Shares 14,154 Est. Cost $38.31 Unrealized
GAUG FT VEST US EQUITY MODERATE B 0.2%
Value ($000) $476 Shares 12,868 Est. Cost $37.00 Unrealized
JUNM FT VEST US EQ MAX BUF JUNE 0.2%
Value ($000) $467 Shares 14,047 Est. Cost $31.42 Unrealized
PSMO PACER SWAN SOS MOD OCT ETF 0.1%
Value ($000) $449 Shares 15,541 Est. Cost $27.35 Unrealized
PSMJ PACER SWAN SOS MODERATE JULY 0.1%
Value ($000) $423 Shares 13,940 Est. Cost $26.85 Unrealized
PSFM PACER SWAN SOS FLEX APRIL 0.1%
Value ($000) $374 Shares 12,388 Est. Cost $30.20 Unrealized
LDUR PIMCO ENHANCED LOW DURATION 0.1%
Value ($000) $354 Shares 3,693 Est. Cost $97.53 Unrealized
QCAP FT NSDQ100CONSBUFFETF - APR 0.1%
Value ($000) $334 Shares 14,682 Est. Cost $22.77 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 0.1%
Value ($000) $307 Shares 557 Est. Cost $513.08 Unrealized
AUGM FT VEST US EQ MAX BUF AUG 0.1%
Value ($000) $297 Shares 9,050 Est. Cost $31.58 Unrealized
QMMY FT NDQ100 MOD BUFF ETF - MAY 0.1%
Value ($000) $291 Shares 12,389 Est. Cost $23.49 Unrealized
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $287 Shares 13,084 Est. Cost $13.70 Unrealized +45.8%
TSLA TESLA INC 0.1%
Value ($000) $281 Shares 884 Est. Cost $200.21 Unrealized +50.5%
FS CREDIT OPPORTUNITIES CORP 0.1%
Value ($000) $276 Shares 37,956 Est. Cost $6.37 Unrealized
CALM CAL-MAINE FOODS INC 0.1%
Value ($000) $271 Shares 2,722 Est. Cost $49.65 Unrealized +81.7%
HTGC HERCULES CAPITAL INC 0.1%
Value ($000) $270 Shares 14,748 Est. Cost $16.28 Unrealized +8.8%
SEPM FT VEST US EQ MAX BUF SEP 0.1%
Value ($000) $257 Shares 8,336 Est. Cost $29.83 Unrealized
OBDC BLUE OWL CAPITAL CORP 0.1%
Value ($000) $247 Shares 17,214 Est. Cost $10.51 Unrealized +24.2%
FEZ SPDR EURO STOXX 50 ETF 0.1%
Value ($000) $247 Shares 4,127 Est. Cost $44.90 Unrealized
FFEB FT VEST US EQUITY BUFFER ETF 0.1%
Value ($000) $246 Shares 4,696 Est. Cost $37.38 Unrealized
BXSL BLACKSTONE SECURED LENDING F 0.1%
Value ($000) $243 Shares 7,907 Est. Cost $26.14 Unrealized +7.5%
GOOGL ALPHABET INC-CL A 0.1%
Value ($000) $241 Shares 1,365 Est. Cost $161.69 Unrealized +1.0%
GJUL FT VEST US EQUITY MODERATE B 0.1%
Value ($000) $229 Shares 5,927 Est. Cost $38.69 Unrealized
FSK FS KKR CAPITAL CORP 0.1%
Value ($000) $223 Shares 10,726 Est. Cost $15.27 Unrealized +18.7%
XLK TECHNOLOGY SELECT SECT SPDR 0.1%
Value ($000) $222 Shares 876 Est. Cost $157.57 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.1%
Value ($000) $215 Shares 771 Est. Cost $149.91 Unrealized
ET ENERGY TRANSFER LP 0.1%
Value ($000) $213 Shares 11,752 Est. Cost $16.11 Unrealized
KEN KENON HOLDINGS LTD 0.1%
Value ($000) $194 Shares 4,669 Est. Cost $21.38 Unrealized +53.5%
MPLX MPLX LP 0.1%
Value ($000) $185 Shares 3,601 Est. Cost $41.56 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $181 Shares 292 Est. Cost $529.29 Unrealized
SMR NUSCALE POWER CORP 0.1%
Value ($000) $181 Shares 4,569 Est. Cost $13.87 Unrealized +80.9%
GLTR ABRDN PHYSICAL PRECIOUS MET 0.1%
Value ($000) $177 Shares 1,284 Est. Cost $136.46 Unrealized
OCTM FT VEST US EQ MAX BUF OCT 0.1%
Value ($000) $170 Shares 5,420 Est. Cost $30.51 Unrealized
GDEC FT VEST US EQUITY MODERATE B 0.1%
Value ($000) $160 Shares 4,539 Est. Cost $35.16 Unrealized
XLV HEALTH CARE SELECT SECTOR 0.1%
Value ($000) $159 Shares 1,183 Est. Cost $140.89 Unrealized
FTSL FIRST TRUST SENIOR LOAN ETF 0.1%
Value ($000) $157 Shares 3,421 Est. Cost $45.51 Unrealized
GOCT FT VEST US EQUITY MODERATE B 0.0%
Value ($000) $147 Shares 4,024 Est. Cost $36.56 Unrealized
PCEF INVESCO CEF INCOME COMPOSITE 0.0%
Value ($000) $143 Shares 7,323 Est. Cost $18.85 Unrealized
SCHA SCHWAB US SMALL-CAP ETF 0.0%
Value ($000) $142 Shares 5,602 Est. Cost $39.19 Unrealized
VGT VANGUARD INFO TECH ETF 0.0%
Value ($000) $138 Shares 208 Est. Cost $546.52 Unrealized
APH AMPHENOL CORP-CL A 0.0%
Value ($000) $137 Shares 1,384 Est. Cost $62.15 Unrealized +31.0%
FMDE FIDELITY ENHANCED MD CP ETF 0.0%
Value ($000) $135 Shares 3,922 Est. Cost $29.45 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCO 0.0%
Value ($000) $132 Shares 2,329 Est. Cost $56.68 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.0%
Value ($000) $129 Shares 2,454 Est. Cost $42.10 Unrealized
CEFS SABA CLOSED END FUNDS ETF 0.0%
Value ($000) $125 Shares 5,623 Est. Cost $21.50 Unrealized
HYGH ISHARES INT RATE HEDG HY ETF 0.0%
Value ($000) $123 Shares 1,417 Est. Cost $85.32 Unrealized
FLRT PACER PACIFIC ASSET FLOATING 0.0%
Value ($000) $122 Shares 2,565 Est. Cost $47.42 Unrealized
FLBL FRANKLIN SENIOR LOAN ETF 0.0%
Value ($000) $122 Shares 5,026 Est. Cost $24.29 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $122 Shares 5,816 Est. Cost $20.94 Unrealized
LQDH ISHARES INT HEDG CORP BD ETF 0.0%
Value ($000) $120 Shares 1,304 Est. Cost $92.75 Unrealized
BCSF BAIN CAPITAL SPECIALTY FINAN 0.0%
Value ($000) $120 Shares 7,995 Est. Cost $12.07 Unrealized +13.4%
SEIX VIRTUS SEIX SENIOR LOAN ETF 0.0%
Value ($000) $117 Shares 4,976 Est. Cost $23.76 Unrealized
BIZD VANECK BDC INCOME ETF 0.0%
Value ($000) $116 Shares 7,129 Est. Cost $16.98 Unrealized
ARES DYNAMIC CREDIT ALL 0.0%
Value ($000) $116 Shares 8,147 Est. Cost $14.39 Unrealized
PFFA VIRTUS INFRACAP US PREF STCK 0.0%
Value ($000) $111 Shares 5,352 Est. Cost $21.35 Unrealized
MFIC MIDCAP FINANCIAL INVESTMENT 0.0%
Value ($000) $111 Shares 8,804 Est. Cost $11.90 Unrealized -5.2%
DMLP DORCHESTER MINERALS LP 0.0%
Value ($000) $107 Shares 3,840 Est. Cost $33.72 Unrealized
ARI APOLLO COMMERCIAL REAL ESTAT 0.0%
Value ($000) $105 Shares 10,862 Est. Cost $10.30 Unrealized
DXCM DEXCOM INC 0.0%
Value ($000) $105 Shares 1,200 Est. Cost $126.38 Unrealized -38.0%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $103 Shares 182 Est. Cost $560.55 Unrealized +0.3%
MA MASTERCARD INC - A 0.0%
Value ($000) $103 Shares 183 Est. Cost $452.23 Unrealized +21.9%
AGNC AGNC INVESTMENT CORP 0.0%
Value ($000) $102 Shares 11,142 Est. Cost $9.44 Unrealized
LPG DORIAN LPG LTD 0.0%
Value ($000) $100 Shares 4,105 Est. Cost $28.02 Unrealized -21.0%
INTU INTUIT INC 0.0%
Value ($000) $98 Shares 125 Est. Cost $614.51 Unrealized +9.8%
JULM FT VEST US EQ MAX BUF JULY 0.0%
Value ($000) $94 Shares 2,875 Est. Cost $31.14 Unrealized
MMSI MERIT MEDICAL SYSTEMS INC 0.0%
Value ($000) $93 Shares 1,000 Est. Cost $78.64 Unrealized +20.5%
BHP BHP GROUP LTD-SPON ADR 0.0%
Value ($000) $92 Shares 1,920 Est. Cost $57.69 Unrealized
PBR PETROLEO BRASILEIRO-SPON ADR 0.0%
Value ($000) $92 Shares 7,322 Est. Cost $15.15 Unrealized
UPST UPSTART HOLDINGS INC 0.0%
Value ($000) $92 Shares 1,416 Est. Cost $24.13 Unrealized +103.2%
FJUN FT VEST US EQUITY BUFF ETF-J 0.0%
Value ($000) $90 Shares 1,686 Est. Cost $48.40 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $88 Shares 304 Est. Cost $200.34 Unrealized +26.1%
OKLO OKLO INC 0.0%
Value ($000) $85 Shares 1,514 Est. Cost $25.72 Unrealized +50.0%
VCIT VANGUARD INT-TERM CORPORATE 0.0%
Value ($000) $84 Shares 1,007 Est. Cost $82.52 Unrealized
ZNTL ZENTALIS PHARMACEUTICALS INC 0.0%
Value ($000) $83 Shares 71,377 Est. Cost $4.02 Unrealized -67.2%
GMAY FT VEST U.S. EQUITY MODERATE 0.0%
Value ($000) $81 Shares 2,081 Est. Cost $39.15 Unrealized
EC ECOPETROL SA-SPONSORED ADR 0.0%
Value ($000) $80 Shares 8,988 Est. Cost $11.63 Unrealized
TTD TRADE DESK INC/THE -CLASS A 0.0%
Value ($000) $79 Shares 1,102 Est. Cost $88.36 Unrealized -27.7%
BRSP BRIGHTSPIRE CAPITAL INC 0.0%
Value ($000) $79 Shares 15,573 Est. Cost $5.70 Unrealized
DVN DEVON ENERGY CORP 0.0%
Value ($000) $79 Shares 2,470 Est. Cost $40.79 Unrealized -23.4%
IIPR INNOVATIVE INDUSTRIAL PROPER 0.0%
Value ($000) $78 Shares 1,420 Est. Cost $103.54 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $78 Shares 375 Est. Cost $160.83 Unrealized +8.4%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $75 Shares 13 Est. Cost $3498.93 Unrealized +45.6%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $75 Shares 267 Est. Cost $278.30 Unrealized
YJUN FT VEST INT EQ MODT ETF-JUNE 0.0%
Value ($000) $73 Shares 3,000 Est. Cost $24.48 Unrealized
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.0%
Value ($000) $73 Shares 151 Est. Cost $401.23 Unrealized +26.6%
MPT MEDICAL PROPERTIES TRUST INC 0.0%
Value ($000) $73 Shares 16,974 Est. Cost $5.45 Unrealized
XLP CONSUMER STAPLES SPDR 0.0%
Value ($000) $70 Shares 866 Est. Cost $76.82 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY 0.0%
Value ($000) $70 Shares 1,184 Est. Cost $57.99 Unrealized
AVLV AVANTIS US LARGE CAP VALUE 0.0%
Value ($000) $68 Shares 994 Est. Cost $62.84 Unrealized
XLI INDUSTRIAL SELECT SECT SPDR 0.0%
Value ($000) $66 Shares 447 Est. Cost $107.28 Unrealized
RCUS ARCUS BIOSCIENCES INC 0.0%
Value ($000) $65 Shares 8,041 Est. Cost $17.29 Unrealized -50.6%
SQM QUIMICA Y MINERA CHIL-SP ADR 0.0%
Value ($000) $65 Shares 1,845 Est. Cost $59.77 Unrealized
HRTX HERON THERAPEUTICS INC 0.0%
Value ($000) $62 Shares 30,000 Est. Cost $2.28 Unrealized -10.6%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $61 Shares 200 Est. Cost $304.83 Unrealized
WESTERN ASSET EMRG MRKT DBT 0.0%
Value ($000) $58 Shares 5,799 Est. Cost $9.62 Unrealized
WESTERN ASSET DIVERS INC 0.0%
Value ($000) $58 Shares 3,906 Est. Cost $14.25 Unrealized
PIMCO DYNAMIC INCOME FUND 0.0%
Value ($000) $58 Shares 3,034 Est. Cost $18.34 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $57 Shares 108 Est. Cost $439.94 Unrealized +12.9%
BLACKROCK CAPITAL ALLOC TR 0.0%
Value ($000) $56 Shares 3,674 Est. Cost $15.15 Unrealized
PIMCO INCOME STRATEGY FUND 0.0%
Value ($000) $56 Shares 6,669 Est. Cost $8.38 Unrealized
PIMCO ACCESS INCOME FUND 0.0%
Value ($000) $55 Shares 3,664 Est. Cost $15.25 Unrealized
FRANKLIN LTD DUR INC TR 0.0%
Value ($000) $55 Shares 8,586 Est. Cost $6.63 Unrealized
PIMCO HIGH INCOME FUND 0.0%
Value ($000) $55 Shares 11,407 Est. Cost $4.86 Unrealized
SPYI NEOS S&P 500 HIGH INCOME ETF 0.0%
Value ($000) $55 Shares 1,086 Est. Cost $50.82 Unrealized
GUGGENHEIM STRATEGIC OPPORT 0.0%
Value ($000) $54 Shares 3,654 Est. Cost $15.26 Unrealized
DDOG DATADOG INC - CLASS A 0.0%
Value ($000) $54 Shares 400 Est. Cost $120.98 Unrealized -8.5%
VIG VANGUARD DIVIDEND APPREC ETF 0.0%
Value ($000) $53 Shares 260 Est. Cost $191.10 Unrealized
CORNERSTONE STRATEGIC INVEST 0.0%
Value ($000) $53 Shares 6,528 Est. Cost $8.59 Unrealized
BLACKROCK FLTNG RT INC STRAT 0.0%
Value ($000) $52 Shares 3,993 Est. Cost $13.75 Unrealized
CORNERSTONE TOTAL RETURN 0.0%
Value ($000) $52 Shares 6,657 Est. Cost $7.75 Unrealized
RYLD GLOBAL X RUSSELL 2000 COV CL 0.0%
Value ($000) $51 Shares 3,397 Est. Cost $16.34 Unrealized
QYLD GLOBAL X NASD 100 COV CALL 0.0%
Value ($000) $51 Shares 3,029 Est. Cost $18.22 Unrealized
QNCX QUINCE THERAPEUTICS INC 0.0%
Value ($000) $50 Shares 30,227 Est. Cost $1.50 Unrealized -24.0%
LOW LOWE'S COS INC 0.0%
Value ($000) $50 Shares 224 Est. Cost $221.37 Unrealized -0.3%
QDTE ROUNDHILL INNOVATION-100 0DT 0.0%
Value ($000) $49 Shares 1,377 Est. Cost $40.02 Unrealized
XDTE ROUNDHI S&P 500 0DTE CCS ETF 0.0%
Value ($000) $49 Shares 1,105 Est. Cost $50.16 Unrealized
SVOL SIMPLIFY VOLATILITY PREMIUM 0.0%
Value ($000) $49 Shares 2,654 Est. Cost $20.79 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIO 0.0%
Value ($000) $48 Shares 196 Est. Cost $193.07 Unrealized +21.7%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $45 Shares 148 Est. Cost $247.41 Unrealized
VTI VANGUARD TOTAL STOCK MKT ETF 0.0%
Value ($000) $45 Shares 148 Est. Cost $303.93 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $45 Shares 110 Est. Cost $572.08 Unrealized -27.1%
IFLN INVESCO FUNDAMENTAL HIGH YIE 0.0%
Value ($000) $44 Shares 2,406 Est. Cost $18.19 Unrealized
RC READY CAPITAL CORP 0.0%
Value ($000) $44 Shares 10,157 Est. Cost $10.11 Unrealized
SHW SHERWIN-WILLIAMS CO/THE 0.0%
Value ($000) $44 Shares 129 Est. Cost $305.10 Unrealized +12.9%
CPRT COPART INC 0.0%
Value ($000) $43 Shares 876 Est. Cost $54.55 Unrealized +2.6%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $43 Shares 398 Est. Cost $107.52 Unrealized -2.8%
IEP ICAHN ENTERPRISES LP 0.0%
Value ($000) $43 Shares 5,313 Est. Cost $17.19 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-B 0.0%
Value ($000) $43 Shares 464 Est. Cost $91.80 Unrealized
BAMG BROOKSTONE GROWTH STOCK ETF 0.0%
Value ($000) $42 Shares 1,164 Est. Cost $31.93 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $42 Shares 458 Est. Cost $88.57 Unrealized -3.8%
TJX TJX COMPANIES INC 0.0%
Value ($000) $42 Shares 339 Est. Cost $98.66 Unrealized +27.6%
SO SOUTHERN CO/THE 0.0%
Value ($000) $39 Shares 430 Est. Cost $84.03 Unrealized +4.7%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $38 Shares 325 Est. Cost $115.02 Unrealized +0.4%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $38 Shares 881 Est. Cost $39.25 Unrealized +6.5%
BAMV BROOKSTONE VALUE STOCK ETF 0.0%
Value ($000) $38 Shares 1,181 Est. Cost $31.22 Unrealized
HYG ISHARES IBOXX HIGH YLD CORP 0.0%
Value ($000) $38 Shares 465 Est. Cost $77.54 Unrealized
BAMD BROOKSTONE DIV STOCK ETF 0.0%
Value ($000) $37 Shares 1,195 Est. Cost $32.27 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $36 Shares 238 Est. Cost $146.71 Unrealized +2.8%
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $36 Shares 197 Est. Cost $140.72 Unrealized +18.9%
BA BOEING CO/THE 0.0%
Value ($000) $36 Shares 171 Est. Cost $168.42 Unrealized +12.1%
IWP ISHARES RUSSELL MID-CAP GROW 0.0%
Value ($000) $36 Shares 258 Est. Cost $114.14 Unrealized
TLT ISHARES 20 YEAR TREASURY BD 0.0%
Value ($000) $35 Shares 395 Est. Cost $91.78 Unrealized
DJUN FT VEST US EQUITY DEEP BUFFE 0.0%
Value ($000) $34 Shares 759 Est. Cost $40.89 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $34 Shares 77 Est. Cost $412.71 Unrealized
VEA VANGUARD FTSE DEVELOPED ETF 0.0%
Value ($000) $32 Shares 568 Est. Cost $51.60 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $32 Shares 539 Est. Cost $51.44 Unrealized +8.8%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $32 Shares 232 Est. Cost $115.34 Unrealized +13.2%
V VISA INC-CLASS A SHARES 0.0%
Value ($000) $31 Shares 88 Est. Cost $273.25 Unrealized +27.0%
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $31 Shares 100 Est. Cost $234.26 Unrealized +29.1%
DIS WALT DISNEY CO/THE 0.0%
Value ($000) $31 Shares 247 Est. Cost $98.35 Unrealized +4.5%
SPTM SPDR PORTFOLIO S&P 1500 COMP 0.0%
Value ($000) $31 Shares 409 Est. Cost $66.70 Unrealized
VWO VANGUARD FTSE EMERGING MARKE 0.0%
Value ($000) $31 Shares 617 Est. Cost $43.38 Unrealized
VCLT VANGUARD LONG-TERM CORP BOND 0.0%
Value ($000) $30 Shares 397 Est. Cost $75.90 Unrealized
MKC MCCORMICK & CO-NON VTG SHRS 0.0%
Value ($000) $30 Shares 392 Est. Cost $74.44 Unrealized -1.4%
VST VISTRA CORP 0.0%
Value ($000) $29 Shares 150 Est. Cost $147.45 Unrealized 0.0%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $28 Shares 331 Est. Cost $80.73 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $27 Shares 58 Est. Cost $406.48 Unrealized +1.7%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $26 Shares 111 Est. Cost $225.01 Unrealized
MKL MARKEL GROUP INC 0.0%
Value ($000) $26 Shares 13 Est. Cost $1552.86 Unrealized +20.8%
DE DEERE & CO 0.0%
Value ($000) $26 Shares 51 Est. Cost $406.60 Unrealized +19.2%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $26 Shares 91 Est. Cost $269.09 Unrealized
CVX CHEVRON CORP 0.0%
Value ($000) $26 Shares 181 Est. Cost $144.09 Unrealized -4.9%
MRK MERCK & CO. INC. 0.0%
Value ($000) $25 Shares 321 Est. Cost $113.65 Unrealized -31.9%
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $25 Shares 500 Est. Cost $38.54 Unrealized 0.0%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $24 Shares 309 Est. Cost $78.70 Unrealized
RDVY FIRST TRUST RISING DIVIDEND 0.0%
Value ($000) $24 Shares 375 Est. Cost $62.74 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $23 Shares 59 Est. Cost $362.77 Unrealized -8.8%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $22 Shares 144 Est. Cost $153.12 Unrealized 0.0%
STE STERIS PLC 0.0%
Value ($000) $22 Shares 91 Est. Cost $215.78 Unrealized +7.4%
MDLZ MONDELEZ INTERNATIONAL INC-A 0.0%
Value ($000) $22 Shares 320 Est. Cost $65.14 Unrealized -0.0%
DFAE DIMENSIONAL EMERGING CORE EQ 0.0%
Value ($000) $21 Shares 739 Est. Cost $25.87 Unrealized
GFEB FT VEST US EQUITY MODERATE B 0.0%
Value ($000) $21 Shares 545 Est. Cost $38.99 Unrealized
BCI ABRDN BLOOMBERG ALL COMMODIT 0.0%
Value ($000) $21 Shares 1,021 Est. Cost $21.01 Unrealized
SHV ISHARES SHORT TREASURY BOND 0.0%
Value ($000) $20 Shares 182 Est. Cost $110.42 Unrealized
RTX RTX CORP 0.0%
Value ($000) $20 Shares 137 Est. Cost $102.43 Unrealized +28.6%
SCHG SCHWAB US LARGE-CAP GROWTH 0.0%
Value ($000) $19 Shares 648 Est. Cost $94.46 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $18 Shares 140 Est. Cost $144.71 Unrealized -9.5%
BIV VANGUARD INTERMEDIATE-TERM B 0.0%
Value ($000) $18 Shares 238 Est. Cost $77.34 Unrealized
VWOB VANGUARD EMERG MKTS GOV BND 0.0%
Value ($000) $17 Shares 264 Est. Cost $64.95 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $17 Shares 201 Est. Cost $58.71 Unrealized +21.3%
FDX FEDEX CORP 0.0%
Value ($000) $17 Shares 74 Est. Cost $257.16 Unrealized -16.3%
CTAS CINTAS CORP 0.0%
Value ($000) $17 Shares 75 Est. Cost $168.55 Unrealized +27.0%
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $17 Shares 140 Est. Cost $128.96 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $16 Shares 288 Est. Cost $58.27 Unrealized
TOTL SPDR DOUBLELINE TR TACT ETF 0.0%
Value ($000) $16 Shares 404 Est. Cost $39.72 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $16 Shares 150 Est. Cost $106.75 Unrealized -6.1%
PG PROCTER & GAMBLE CO/THE 0.0%
Value ($000) $16 Shares 101 Est. Cost $159.89 Unrealized +0.6%
PLTR PALANTIR TECHNOLOGIES INC-A 0.0%
Value ($000) $16 Shares 117 Est. Cost $66.83 Unrealized +75.5%
WMB WILLIAMS COS INC 0.0%
Value ($000) $15 Shares 245 Est. Cost $46.62 Unrealized +23.7%
CPAY CORPAY INC 0.0%
Value ($000) $15 Shares 46 Est. Cost $283.00 Unrealized +15.2%
WFC WELLS FARGO & CO 0.0%
Value ($000) $15 Shares 189 Est. Cost $56.87 Unrealized +25.1%
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $15 Shares 60 Est. Cost $257.33 Unrealized -7.8%
ABBV ABBVIE INC 0.0%
Value ($000) $15 Shares 79 Est. Cost $157.12 Unrealized +16.3%
QCOM QUALCOMM INC 0.0%
Value ($000) $15 Shares 92 Est. Cost $178.42 Unrealized -18.7%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $14 Shares 45 Est. Cost $283.58 Unrealized -1.5%
IEMG ISHARES CORE MSCI EMERGING 0.0%
Value ($000) $14 Shares 238 Est. Cost $52.15 Unrealized
DFAI DIMENSIONAL INTERNATIONAL CO 0.0%
Value ($000) $14 Shares 410 Est. Cost $29.67 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $14 Shares 20 Est. Cost $544.86 Unrealized +4.9%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $14 Shares 111 Est. Cost $124.54 Unrealized
PJUL INNOVATOR U.S. EQUITY POWER 0.0%
Value ($000) $14 Shares 319 Est. Cost $37.98 Unrealized
PAUG INNOVATOR U.S. EQUITY POWER 0.0%
Value ($000) $14 Shares 342 Est. Cost $40.46 Unrealized
VCSH VANGUARD S/T CORP BOND ETF 0.0%
Value ($000) $14 Shares 174 Est. Cost $79.30 Unrealized
DFSU DIMENSIONAL US SUS CORE1 ETF 0.0%
Value ($000) $14 Shares 350 Est. Cost $34.86 Unrealized
BLK BLACKROCK INC 0.0%
Value ($000) $14 Shares 13 Est. Cost $991.05 Unrealized -5.8%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $13 Shares 27 Est. Cost $492.20 Unrealized -1.2%
PSEP INNOVATOR U.S. EQUITY POWER 0.0%
Value ($000) $13 Shares 329 Est. Cost $40.89 Unrealized
PJAN INNOVATOR U.S. EQUITY POWER 0.0%
Value ($000) $13 Shares 304 Est. Cost $44.05 Unrealized
PSCW PACER SWAN SOS CONSERV APR 0.0%
Value ($000) $13 Shares 500 Est. Cost $26.54 Unrealized
PMAY INNOVATOR U.S. EQUITY POWER 0.0%
Value ($000) $13 Shares 350 Est. Cost $37.79 Unrealized
PMAR INNOVATOR U.S. EQUITY POWER 0.0%
Value ($000) $13 Shares 313 Est. Cost $42.23 Unrealized
BLACKROCK CORP HI YLD 0.0%
Value ($000) $13 Shares 1,350 Est. Cost $9.58 Unrealized
POCT INNOVATOR U.S. EQUITY POWER 0.0%
Value ($000) $13 Shares 318 Est. Cost $41.30 Unrealized
PFEB INNOVATOR U.S. EQUITY POWER 0.0%
Value ($000) $13 Shares 345 Est. Cost $38.01 Unrealized
PJUN INNOVATOR U.S. EQUITY POWER 0.0%
Value ($000) $13 Shares 327 Est. Cost $39.76 Unrealized
PDEC INNOVATOR U.S. EQUITY POWER 0.0%
Value ($000) $13 Shares 322 Est. Cost $40.01 Unrealized
VBK VANGUARD SMALL-CAP GRWTH ETF 0.0%
Value ($000) $13 Shares 46 Est. Cost $259.16 Unrealized
PAPR INNOVATOR U.S. EQUITY POWER 0.0%
Value ($000) $13 Shares 340 Est. Cost $37.29 Unrealized
IBM INTL BUSINESS MACHINES CORP 0.0%
Value ($000) $13 Shares 43 Est. Cost $253.82 Unrealized 0.0%
PNOV INNOVATOR U.S. EQUITY POWER 0.0%
Value ($000) $13 Shares 317 Est. Cost $39.52 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $13 Shares 27 Est. Cost $444.17 Unrealized +3.4%
BAMY BROOKSTONE YIELD ETF 0.0%
Value ($000) $12 Shares 457 Est. Cost $26.30 Unrealized
VBR VANGUARD SMALL-CAP VALUE ETF 0.0%
Value ($000) $12 Shares 63 Est. Cost $198.17 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $12 Shares 31 Est. Cost $366.32 Unrealized +1.4%
SCHR SCHWAB INTERMEDIATE-TERM US 0.0%
Value ($000) $12 Shares 490 Est. Cost $48.77 Unrealized
BAMA BROOKSTONE ACTIVE ETF 0.0%
Value ($000) $12 Shares 372 Est. Cost $29.84 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $12 Shares 15 Est. Cost $888.51 Unrealized -13.0%
CBOE CBOE GLOBAL MARKETS INC 0.0%
Value ($000) $12 Shares 50 Est. Cost $204.35 Unrealized +8.7%
BAMO BROOKSTONE OPPORTUNITIES ETF 0.0%
Value ($000) $12 Shares 371 Est. Cost $29.43 Unrealized
SRLN SPDR BLACKSTONE SENIOR LOAN 0.0%
Value ($000) $11 Shares 274 Est. Cost $41.80 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING 0.0%
Value ($000) $11 Shares 93 Est. Cost $76.08 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $11 Shares 485 Est. Cost $27.60 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $11 Shares 45 Est. Cost $254.17 Unrealized
NKE NIKE INC -CL B 0.0%
Value ($000) $11 Shares 157 Est. Cost $77.30 Unrealized -23.6%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $11 Shares 51 Est. Cost $210.29 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $11 Shares 82 Est. Cost $113.54 Unrealized 0.0%
IJJ ISHARES S&P MID-CAP 400 VALU 0.0%
Value ($000) $11 Shares 88 Est. Cost $113.45 Unrealized
GOOG ALPHABET INC-CL C 0.0%
Value ($000) $11 Shares 61 Est. Cost $168.56 Unrealized -2.2%
FCOM FIDELITY MSCI COMMUNICATION 0.0%
Value ($000) $11 Shares 163 Est. Cost $61.82 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $11 Shares 117 Est. Cost $114.98 Unrealized -23.4%
CME CME GROUP INC 0.0%
Value ($000) $10 Shares 38 Est. Cost $194.99 Unrealized +37.7%
IXJ ISHARES GLOBAL HEALTHCARE ET 0.0%
Value ($000) $10 Shares 120 Est. Cost $93.15 Unrealized
FLOT ISHARES FLOATING RATE BOND E 0.0%
Value ($000) $10 Shares 197 Est. Cost $51.02 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $10 Shares 27 Est. Cost $349.28 Unrealized +1.9%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $10 Shares 175 Est. Cost $60.27 Unrealized -15.6%
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $10 Shares 35 Est. Cost $268.92 Unrealized
CCJ CAMECO CORP 0.0%
Value ($000) $10 Shares 132 Est. Cost $54.31 Unrealized -1.9%
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $10 Shares 55 Est. Cost $136.41 Unrealized +17.4%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $10 Shares 123 Est. Cost $67.34 Unrealized
RIO RIO TINTO PLC-SPON ADR 0.0%
Value ($000) $9 Shares 160 Est. Cost $58.81 Unrealized
RMD RESMED INC 0.0%
Value ($000) $9 Shares 36 Est. Cost $200.02 Unrealized +18.6%
PTNQ PACER TRENDPILOT 100 ETF 0.0%
Value ($000) $9 Shares 130 Est. Cost $68.68 Unrealized
KHC KRAFT HEINZ CO/THE 0.0%
Value ($000) $9 Shares 356 Est. Cost $30.66 Unrealized -13.1%
IRM IRON MOUNTAIN INC 0.0%
Value ($000) $9 Shares 88 Est. Cost $76.66 Unrealized +19.9%
KLAC KLA CORP 0.0%
Value ($000) $9 Shares 10 Est. Cost $669.07 Unrealized +11.9%
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $9 Shares 240 Est. Cost $38.95 Unrealized 0.0%
AFIF ANFIELD UNIVERSAL FIXED INCO 0.0%
Value ($000) $9 Shares 956 Est. Cost $9.14 Unrealized
USB US BANCORP 0.0%
Value ($000) $9 Shares 194 Est. Cost $39.23 Unrealized +3.9%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $9 Shares 28 Est. Cost $487.77 Unrealized -23.1%
MS MORGAN STANLEY 0.0%
Value ($000) $9 Shares 62 Est. Cost $90.80 Unrealized +33.2%
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $9 Shares 53 Est. Cost $135.52 Unrealized +12.7%
MDYG SPDR S&P 400 MID CAPGROWTH E 0.0%
Value ($000) $9 Shares 98 Est. Cost $84.06 Unrealized
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $8 Shares 122 Est. Cost $46.85 Unrealized +28.9%
PFE PFIZER INC 0.0%
Value ($000) $8 Shares 347 Est. Cost $24.77 Unrealized -9.8%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $8 Shares 498 Est. Cost $14.70 Unrealized 0.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $8 Shares 147 Est. Cost $47.11 Unrealized +12.8%
AVUV AVANTIS US SMALL CAP VALUE 0.0%
Value ($000) $8 Shares 91 Est. Cost $89.73 Unrealized
CMCSA COMCAST CORP-CLASS A 0.0%
Value ($000) $8 Shares 232 Est. Cost $36.19 Unrealized -6.3%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $8 Shares 44 Est. Cost $149.24 Unrealized +11.2%
SPYG SPDR PORTFOLIO S&P 500 GROWT 0.0%
Value ($000) $8 Shares 84 Est. Cost $77.87 Unrealized
WTW WILLIS TOWERS WATSON PLC 0.0%
Value ($000) $8 Shares 26 Est. Cost $277.73 Unrealized +10.7%
KELLANOVA 0.0%
Value ($000) $8 Shares 100 Est. Cost $51.97 Unrealized +54.3%
ROBO ROBO GLOBAL ROBOTICS AND AUT 0.0%
Value ($000) $8 Shares 133 Est. Cost $58.64 Unrealized
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $8 Shares 13 Est. Cost $460.76 Unrealized +22.9%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $8 Shares 233 Est. Cost $31.54 Unrealized +4.7%
DVA DAVITA INC 0.0%
Value ($000) $8 Shares 54 Est. Cost $137.82 Unrealized +2.8%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $8 Shares 14 Est. Cost $465.18 Unrealized +12.4%
CI THE CIGNA GROUP 0.0%
Value ($000) $8 Shares 23 Est. Cost $334.20 Unrealized -4.9%
SPDW SPDR PORTFOLIO DEVELOPED WOR 0.0%
Value ($000) $8 Shares 187 Est. Cost $35.84 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $8 Shares 75 Est. Cost $87.77 Unrealized +18.1%
KMI KINDER MORGAN INC 0.0%
Value ($000) $7 Shares 251 Est. Cost $17.73 Unrealized +51.0%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $7 Shares 301 Est. Cost $28.76 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $7 Shares 89 Est. Cost $80.78 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $7 Shares 40 Est. Cost $132.98 Unrealized +29.4%
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value ($000) $7 Shares 81 Est. Cost $84.14 Unrealized
ZION ZIONS BANCORP NA 0.0%
Value ($000) $7 Shares 134 Est. Cost $48.49 Unrealized -3.3%
TRV TRAVELERS COS INC/THE 0.0%
Value ($000) $7 Shares 26 Est. Cost $222.84 Unrealized +17.0%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $7 Shares 155 Est. Cost $34.94 Unrealized +8.7%
PEG PUBLIC SERVICE ENTERPRISE GP 0.0%
Value ($000) $7 Shares 79 Est. Cost $67.45 Unrealized +17.0%
XLE ENERGY SELECT SECTOR SPDR 0.0%
Value ($000) $7 Shares 78 Est. Cost $85.65 Unrealized
DFAR DIMENSIONAL US REAL EST ETF 0.0%
Value ($000) $7 Shares 278 Est. Cost $22.10 Unrealized
INDS PACER INDUSTRIAL REAL ESTATE 0.0%
Value ($000) $6 Shares 175 Est. Cost $48.21 Unrealized
BTC GRAYSCALE BITCN MINI TRU ETF 0.0%
Value ($000) $6 Shares 134 Est. Cost $36.49 Unrealized
STZ CONSTELLATION BRANDS INC-A 0.0%
Value ($000) $6 Shares 39 Est. Cost $245.59 Unrealized -28.1%
PSX PHILLIPS 66 0.0%
Value ($000) $6 Shares 53 Est. Cost $139.62 Unrealized -21.6%
PODD INSULET CORP 0.0%
Value ($000) $6 Shares 20 Est. Cost $180.20 Unrealized +60.2%
CVS CVS HEALTH CORP 0.0%
Value ($000) $6 Shares 91 Est. Cost $59.64 Unrealized +7.6%
KO COCA-COLA CO/THE 0.0%
Value ($000) $6 Shares 88 Est. Cost $64.84 Unrealized +7.6%
ABNB AIRBNB INC-CLASS A 0.0%
Value ($000) $6 Shares 47 Est. Cost $134.70 Unrealized -6.0%
SPYV SPDR PORT S&P 500 VALUE 0.0%
Value ($000) $6 Shares 118 Est. Cost $50.10 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $6 Shares 239 Est. Cost $25.57 Unrealized 0.0%
CBTA CAL BICN 80 S S AL PRT ETF-A 0.0%
Value ($000) $6 Shares 194 Est. Cost $30.66 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $6 Shares 47 Est. Cost $137.26 Unrealized
CF CF INDUSTRIES HOLDINGS INC 0.0%
Value ($000) $6 Shares 63 Est. Cost $74.64 Unrealized +12.5%
EQNR EQUINOR ASA-SPON ADR 0.0%
Value ($000) $6 Shares 224 Est. Cost $28.56 Unrealized
ANSYS INC 0.0%
Value ($000) $6 Shares 16 Est. Cost $321.50 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $6 Shares 221 Est. Cost $26.16 Unrealized -5.2%
AVGO BROADCOM INC 0.0%
Value ($000) $6 Shares 20 Est. Cost $192.74 Unrealized +12.0%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $5 Shares 268 Est. Cost $26.99 Unrealized -16.8%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $5 Shares 47 Est. Cost $134.54 Unrealized -27.1%
ARKB ARK 21SHARES BITCOIN ETF 0.0%
Value ($000) $5 Shares 150 Est. Cost $45.02 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $5 Shares 30 Est. Cost $162.87 Unrealized
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $5 Shares 70 Est. Cost $83.88 Unrealized -18.5%
BXP BXP INC 0.0%
Value ($000) $5 Shares 77 Est. Cost $55.86 Unrealized +15.3%
PPA INVESCO AEROSPACE & DEFENSE 0.0%
Value ($000) $5 Shares 36 Est. Cost $141.69 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $5 Shares 97 Est. Cost $64.44 Unrealized -16.5%
MDT MEDTRONIC PLC 0.0%
Value ($000) $5 Shares 56 Est. Cost $80.77 Unrealized +3.4%
SCHM SCHWAB US MID CAP ETF 0.0%
Value ($000) $5 Shares 174 Est. Cost $45.62 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $5 Shares 21 Est. Cost $193.00 Unrealized
CNC CENTENE CORP 0.0%
Value ($000) $5 Shares 86 Est. Cost $72.74 Unrealized -19.4%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $5 Shares 89 Est. Cost $64.91 Unrealized -18.2%
VTRS VIATRIS INC 0.0%
Value ($000) $5 Shares 507 Est. Cost $10.24 Unrealized -20.0%
QTEC FIRST TRUST NASDQ 100 TECH I 0.0%
Value ($000) $4 Shares 21 Est. Cost $212.81 Unrealized
IT GARTNER INC 0.0%
Value ($000) $4 Shares 11 Est. Cost $444.91 Unrealized -5.9%
DEO DIAGEO PLC-SPONSORED ADR 0.0%
Value ($000) $4 Shares 44 Est. Cost $137.85 Unrealized
CREDIT SUISSE HIGH YIELD BD 0.0%
Value ($000) $4 Shares 2,074 Est. Cost $2.12 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES 0.0%
Value ($000) $4 Shares 70 Est. Cost $62.64 Unrealized
DTE DTE ENERGY COMPANY 0.0%
Value ($000) $4 Shares 33 Est. Cost $110.16 Unrealized +19.2%
AEP AMERICAN ELECTRIC POWER 0.0%
Value ($000) $4 Shares 42 Est. Cost $82.62 Unrealized +23.4%
GEN GEN DIGITAL INC 0.0%
Value ($000) $4 Shares 145 Est. Cost $22.22 Unrealized +21.7%
TPL TEXAS PACIFIC LAND CORP 0.0%
Value ($000) $4 Shares 4 Est. Cost $204.79 Unrealized +98.7%
SJM JM SMUCKER CO/THE 0.0%
Value ($000) $4 Shares 43 Est. Cost $106.16 Unrealized +1.0%
LNC LINCOLN NATIONAL CORP 0.0%
Value ($000) $4 Shares 121 Est. Cost $27.56 Unrealized +14.5%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $4 Shares 231 Est. Cost $17.27 Unrealized -1.6%
VTR VENTAS INC 0.0%
Value ($000) $4 Shares 64 Est. Cost $43.79 Unrealized +46.0%
QUBT QUANTUM COMPUTING INC 0.0%
Value ($000) $4 Shares 210 Est. Cost $9.96 Unrealized +10.6%
ASML ASML HOLDING NV-NY REG SHS 0.0%
Value ($000) $4 Shares 5 Est. Cost $693.00 Unrealized
SCHK SCHWAB 1000 INDEX ETF 0.0%
Value ($000) $4 Shares 134 Est. Cost $39.49 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $4 Shares 85 Est. Cost $42.25 Unrealized +11.7%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $4 Shares 12 Est. Cost $242.08 Unrealized +24.6%
PNW PINNACLE WEST CAPITAL 0.0%
Value ($000) $4 Shares 41 Est. Cost $70.74 Unrealized +26.3%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $4 Shares 2 Est. Cost $1710.10 Unrealized +9.8%
DOW DOW INC 0.0%
Value ($000) $4 Shares 138 Est. Cost $32.21 Unrealized -13.7%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $4 Shares 32 Est. Cost $70.35 Unrealized +48.4%
ELS EQUITY LIFESTYLE PROPERTIES 0.0%
Value ($000) $4 Shares 57 Est. Cost $64.40 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $3 Shares 9 Est. Cost $573.19 Unrealized -32.8%
MEDP MEDPACE HOLDINGS INC 0.0%
Value ($000) $3 Shares 11 Est. Cost $396.01 Unrealized -24.2%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $3 Shares 294 Est. Cost $12.10 Unrealized
GE GENERAL ELECTRIC 0.0%
Value ($000) $3 Shares 13 Est. Cost $157.95 Unrealized +38.4%
CRM SALESFORCE INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $263.98 Unrealized +0.8%
ARM ARM HOLDINGS PLC-ADR 0.0%
Value ($000) $3 Shares 20 Est. Cost $161.75 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $3 Shares 17 Est. Cost $279.28 Unrealized -36.7%
SPSM SPDR PORTFOLIO S&P 600 SMALL 0.0%
Value ($000) $3 Shares 72 Est. Cost $44.05 Unrealized
FMC FMC CORP 0.0%
Value ($000) $3 Shares 70 Est. Cost $55.10 Unrealized -30.5%
MSCI MSCI INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $486.44 Unrealized +12.9%
RIVN RIVIAN AUTOMOTIVE INC-A 0.0%
Value ($000) $3 Shares 206 Est. Cost $10.69 Unrealized +26.9%
MINT PIMCO ENHANCED SHORT MATURIT 0.0%
Value ($000) $3 Shares 28 Est. Cost $100.34 Unrealized
KEY KEYCORP 0.0%
Value ($000) $3 Shares 160 Est. Cost $13.41 Unrealized +12.3%
MTCH MATCH GROUP INC 0.0%
Value ($000) $3 Shares 89 Est. Cost $30.87 Unrealized -4.2%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $3 Shares 16 Est. Cost $179.57 Unrealized -17.6%
ENB ENBRIDGE INC 0.0%
Value ($000) $3 Shares 58 Est. Cost $43.78 Unrealized 0.0%
SPEM SPDR PORTFOLIO EMERGING MARK 0.0%
Value ($000) $3 Shares 60 Est. Cost $36.18 Unrealized
VSS VANGUARD FTSE ALL WO X-US SC 0.0%
Value ($000) $3 Shares 19 Est. Cost $116.84 Unrealized
CLF CLEVELAND-CLIFFS INC 0.0%
Value ($000) $3 Shares 335 Est. Cost $19.82 Unrealized -62.5%
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $3 Shares 13 Est. Cost $192.97 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $3 Shares 21 Est. Cost $131.40 Unrealized -0.8%
IDEV ISHARES CORE MSCI DEV MKTS 0.0%
Value ($000) $3 Shares 33 Est. Cost $67.12 Unrealized
SRE SEMPRA 0.0%
Value ($000) $3 Shares 33 Est. Cost $72.59 Unrealized 0.0%
NXDT NEXPOINT DIVERSIFIED REAL ES 0.0%
Value ($000) $2 Shares 593 Est. Cost $3.84 Unrealized
SJNK SPDR BLOOMBERG SHORT TERM HI 0.0%
Value ($000) $2 Shares 93 Est. Cost $25.22 Unrealized
IOT SAMSARA INC-CL A 0.0%
Value ($000) $2 Shares 59 Est. Cost $34.49 Unrealized +19.8%
HAL HALLIBURTON CO 0.0%
Value ($000) $2 Shares 115 Est. Cost $35.31 Unrealized -41.8%
DOCU DOCUSIGN INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $56.40 Unrealized +43.4%
LIT GLOBAL X LITHIUM & BATTERY T 0.0%
Value ($000) $2 Shares 60 Est. Cost $45.29 Unrealized
SPMB SPDR PORTFOLIO MORTGAGE BACK 0.0%
Value ($000) $2 Shares 104 Est. Cost $21.72 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $2 Shares 102 Est. Cost $39.23 Unrealized -47.2%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 125 Est. Cost $13.28 Unrealized -0.7%
TGT TARGET CORP 0.0%
Value ($000) $2 Shares 23 Est. Cost $144.47 Unrealized -35.4%
BDX BECTON DICKINSON AND CO 0.0%
Value ($000) $2 Shares 13 Est. Cost $180.47 Unrealized 0.0%
IGIB ISHARES 5-10Y INV GRADE CORP 0.0%
Value ($000) $2 Shares 42 Est. Cost $51.60 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $111.86 Unrealized +32.2%
NCLH NORWEGIAN CRUISE LINE HOLDIN 0.0%
Value ($000) $2 Shares 106 Est. Cost $21.73 Unrealized -17.7%
KVUE KENVUE INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.19 Unrealized +21.8%
APPF APPFOLIO INC - A 0.0%
Value ($000) $2 Shares 9 Est. Cost $232.98 Unrealized -6.4%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $2 Shares 8 Est. Cost $224.21 Unrealized +3.9%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $2 Shares 15 Est. Cost $153.50 Unrealized -20.3%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $106.33 Unrealized -12.3%
SCHH SCHWAB US REIT ETF 0.0%
Value ($000) $2 Shares 85 Est. Cost $20.30 Unrealized
UNILEVER PLC-SPONSORED ADR 0.0%
Value ($000) $2 Shares 29 Est. Cost $61.17 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $2 Shares 8 Est. Cost $160.80 Unrealized 0.0%
TPC TUTOR PERINI CORP 0.0%
Value ($000) $2 Shares 37 Est. Cost $17.87 Unrealized +78.1%
PCAR PACCAR INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $103.67 Unrealized -12.7%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $229.63 Unrealized 0.0%
GEV GE VERNOVA INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $158.10 Unrealized +163.1%
APO APOLLO GLOBAL MANAGEMENT INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $131.37 Unrealized 0.0%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $2 Shares 7 Est. Cost $210.37 Unrealized 0.0%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $2 Shares 22 Est. Cost $56.77 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $550.38 Unrealized -15.3%
MET METLIFE INC 0.0%
Value ($000) $2 Shares 19 Est. Cost $75.82 Unrealized 0.0%
SPTL SPDR PORT LNG TRM TRSRY 0.0%
Value ($000) $2 Shares 57 Est. Cost $27.95 Unrealized
HRL HORMEL FOODS CORP 0.0%
Value ($000) $2 Shares 50 Est. Cost $31.65 Unrealized -6.9%
XT ISHARES EXPONENTIAL TECH ETF 0.0%
Value ($000) $2 Shares 23 Est. Cost $59.61 Unrealized
TAP MOLSON COORS BEVERAGE CO - B 0.0%
Value ($000) $1 Shares 30 Est. Cost $54.56 Unrealized -1.7%
AVB AVALONBAY COMMUNITIES INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $199.04 Unrealized 0.0%
KOMP SPDR S&P KENSHO NEW ECONOMIE 0.0%
Value ($000) $1 Shares 26 Est. Cost $48.08 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $1 Shares 3 Est. Cost $452.31 Unrealized 0.0%
HLN HALEON PLC-ADR 0.0%
Value ($000) $1 Shares 133 Est. Cost $10.37 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $1 Shares 29 Est. Cost $42.00 Unrealized -1.3%
PATH UIPATH INC - CLASS A 0.0%
Value ($000) $1 Shares 102 Est. Cost $12.00 Unrealized 0.0%
VMC VULCAN MATERIALS CO 0.0%
Value ($000) $1 Shares 5 Est. Cost $256.02 Unrealized 0.0%
EXC EXELON CORP 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.74 Unrealized +25.4%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $227.05 Unrealized 0.0%
SOUN SOUNDHOUND AI INC-A 0.0%
Value ($000) $1 Shares 115 Est. Cost $12.32 Unrealized -23.6%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $1 Shares 106 Est. Cost $8.01 Unrealized +16.4%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $1 Shares 7 Est. Cost $150.92 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $67.61 Unrealized +0.7%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $218.47 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES 0.0%
Value ($000) $1 Shares 8 Est. Cost $126.70 Unrealized -14.1%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $1 Shares 37 Est. Cost $35.52 Unrealized -15.6%
AMGN AMGEN INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $279.32 Unrealized -0.6%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $185.05 Unrealized 0.0%
AZN ASTRAZENECA PLC-SPONS ADR 0.0%
Value ($000) $1 Shares 15 Est. Cost $69.87 Unrealized
DFIN DONNELLEY FINANCIAL SOLUTION 0.0%
Value ($000) $1 Shares 15 Est. Cost $62.55 Unrealized -17.6%
REDFIN CORP 0.0%
Value ($000) $1 Shares 82 Est. Cost $6.01 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $1 Shares 21 Est. Cost $37.70 Unrealized 0.0%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $1 Shares 5 Est. Cost $174.36 Unrealized
PSA PUBLIC STORAGE 0.0%
Value ($000) $1 Shares 3 Est. Cost $287.46 Unrealized 0.0%
EQT EQT CORP 0.0%
Value ($000) $1 Shares 15 Est. Cost $53.58 Unrealized 0.0%
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value ($000) $1 Shares 10 Est. Cost $75.80 Unrealized
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $99.79 Unrealized -47.1%
IAGG ISHARES INTL AGGREGATE BOND 0.0%
Value ($000) $1 Shares 16 Est. Cost $49.94 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME 0.0%
Value ($000) $1 Shares 16 Est. Cost $50.48 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $112.18 Unrealized -27.7%
SLVR SPROTT SLVR MINER & PHY SLVR 0.0%
Value ($000) $1 Shares 22 Est. Cost $29.82 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $268.13 Unrealized 0.0%
MLR MILLER INDUSTRIES INC/TENN 0.0%
Value ($000) $0 Shares 10 Est. Cost $42.90 Unrealized 0.0%
PDD PDD HOLDINGS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $97.00 Unrealized
KLG WK KELLOGG CO 0.0%
Value ($000) $0 Shares 25 Est. Cost $16.48 Unrealized
NATR NATURES SUNSHINE PRODS INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $18.12 Unrealized -25.4%
BROS DUTCH BROS INC-CLASS A 0.0%
Value ($000) $0 Shares 5 Est. Cost $34.36 Unrealized +89.9%
AUR AURORA INNOVATION INC 0.0%
Value ($000) $0 Shares 58 Est. Cost $6.27 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGY 0.0%
Value ($000) $0 Shares 4 Est. Cost $81.35 Unrealized -14.5%
BETZ ROUNDHILL SPORTS BET & IGAM 0.0%
Value ($000) $0 Shares 11 Est. Cost $17.18 Unrealized
VOD VODAFONE GROUP PLC-SP ADR 0.0%
Value ($000) $0 Shares 24 Est. Cost $8.92 Unrealized
XRPI XRP ETF 0.0%
Value ($000) $0 Shares 17 Est. Cost $14.94 Unrealized
MIND MEDICINE MINDMED INC 0.0%
Value ($000) $0 Shares 36 Est. Cost $7.22 Unrealized
2X XRP ETF 0.0%
Value ($000) $0 Shares 17 Est. Cost $13.12 Unrealized
APTV APTIV PLC 0.0%
Value ($000) $0 Shares 3 Est. Cost $61.22 Unrealized +1.2%
JD JD.COM INC-ADR 0.0%
Value ($000) $0 Shares 6 Est. Cost $34.67 Unrealized
CDE COEUR MINING INC 0.0%
Value ($000) $0 Shares 22 Est. Cost $7.28 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $82.32 Unrealized 0.0%
TDW TIDEWATER INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $56.92 Unrealized -28.8%
SYPR SYPRIS SOLUTIONS INC 0.0%
Value ($000) $0 Shares 75 Est. Cost $1.93 Unrealized -6.8%
ITRG INTEGRA RESOURCES CORP 0.0%
Value ($000) $0 Shares 92 Est. Cost $0.86 Unrealized +87.5%
TDC TERADATA CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost $42.17 Unrealized -48.4%
HL HECLA MINING CO 0.0%
Value ($000) $0 Shares 22 Est. Cost $5.51 Unrealized 0.0%
EMQQ EMG MKT INTERNET ETF-USA INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $33.33 Unrealized
GRRR GORILLA TECHNOLOGY GROUP INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $6.57 Unrealized +184.2%
CLSK CLEANSPARK INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $9.47 Unrealized -6.0%
CMPS COMPASS PATHWAYS PLC 0.0%
Value ($000) $0 Shares 35 Est. Cost $6.03 Unrealized
PBT PERMIAN BASIN ROYALTY TRUST 0.0%
Value ($000) $0 Shares 7 Est. Cost $12.14 Unrealized
RGTI RIGETTI COMPUTING INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $3.73 Unrealized +182.7%
TECK TECK RESOURCES LTD-CLS B 0.0%
Value ($000) $0 Shares 2 Est. Cost $40.15 Unrealized -10.0%
KMDA KAMADA LTD 0.0%
Value ($000) $0 Shares 10 Est. Cost $6.95 Unrealized -2.5%
GSK GSK PLC-SPON ADR 0.0%
Value ($000) $0 Shares 2 Est. Cost $38.50 Unrealized
VYX NCR VOYIX CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost $14.40 Unrealized -29.8%
GRAL GRAIL INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $16.22 Unrealized +123.2%
GRAB GRAB HOLDINGS LTD - CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $4.55 Unrealized +2.5%
CRNT CERAGON NETWORKS LTD 0.0%
Value ($000) $0 Shares 20 Est. Cost $3.67 Unrealized -37.8%
KULR KULR TECHNOLOGY GROUP INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $9.48 Unrealized 0.0%