Roble, Belko & Company, Inc Diversified Active

CIK: 0001642305 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 8, 2024

Total Value ($000): $597 (100.0% shares, 0.0% debt)

Holdings (378)

VTI VANGUARD INDEX FDS 17.3%
Value ($000) $103 Shares 386,441 Est. Cost $95.67 Unrealized
VXUS VANGUARD STAR FDS 7.4%
Value ($000) $44 Shares 732,433 Est. Cost $35.54 Unrealized
BND VANGUARD BD INDEX FDS 6.5%
Value ($000) $39 Shares 536,882 Est. Cost $0.07 Unrealized
VEA VANGUARD TAX-MANAGED FDS 5.4%
Value ($000) $32 Shares 650,073 Est. Cost $34.16 Unrealized
VEU VANGUARD INTL EQUITY INDEX 4.1%
Value ($000) $25 Shares 421,644 Est. Cost $44.75 Unrealized
VYM VANGUARD WHITEHALL FDS 3.9%
Value ($000) $23 Shares 197,897 Est. Cost $65.78 Unrealized
XLK SELECT SECTOR SPDR TR 3.8%
Value ($000) $23 Shares 99,921 Est. Cost $41.82 Unrealized
SPY SPDR S&P 500 ETF TR 3.7%
Value ($000) $22 Shares 40,803 Est. Cost $210.62 Unrealized
VYMI VANGUARD WHITEHALL FDS 3.5%
Value ($000) $21 Shares 303,991 Est. Cost $0.11 Unrealized
ICSH ISHARES TR BLACKROCK ULTRA 3.4%
Value ($000) $20 Shares 405,122 Est. Cost $20.74 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 3.2%
Value ($000) $19 Shares 52,246 Est. Cost $98.91 Unrealized
VV VANGUARD INDEX FDS 3.1%
Value ($000) $18 Shares 73,688 Est. Cost $119.44 Unrealized
VGIT VANGUARD SCOTTSDALE 2.9%
Value ($000) $17 Shares 293,948 Est. Cost $17.52 Unrealized
SCHB SCHWAB STRATEGIC TR 2.7%
Value ($000) $16 Shares 257,815 Est. Cost $55.20 Unrealized
VNQ VANGUARD INDEX FDS 2.4%
Value ($000) $14 Shares 170,403 Est. Cost $66.24 Unrealized
IWV ISHARES TR RUSSELL 3000 ETF 1.9%
Value ($000) $11 Shares 37,236 Est. Cost $123.70 Unrealized
VTIP VANGUARD MALVERN FDS 1.5%
Value ($000) $9 Shares 188,286 Est. Cost $37.47 Unrealized
SPDW SPDR INDEX SHS FDS PORTFOLIO DEVLPD 1.5%
Value ($000) $9 Shares 259,870 Est. Cost $0.04 Unrealized
OEF ISHARES TR S&P 100 ETF 1.5%
Value ($000) $9 Shares 33,364 Est. Cost $93.16 Unrealized
VWO VANGUARD INTL EQUITY INDEX 1.3%
Value ($000) $8 Shares 176,260 Est. Cost $34.57 Unrealized
IJR ISHARES TR CORE S&P SCP ETF 1.2%
Value ($000) $7 Shares 69,727 Est. Cost $48.86 Unrealized
ITOT ISHARES TR CORE S&P TTL STK 1.2%
Value ($000) $7 Shares 62,512 Est. Cost $59.40 Unrealized
IWB ISHARES TR RUS 1000 ETF 0.9%
Value ($000) $5 Shares 17,204 Est. Cost $136.01 Unrealized
IEFA ISHARES TR CORE MSCI EAFE 0.8%
Value ($000) $5 Shares 63,771 Est. Cost $56.32 Unrealized
VB VANGUARD INDEX FDS 0.7%
Value ($000) $4 Shares 18,697 Est. Cost $117.96 Unrealized
TJX TJX COS INC NEW 0.6%
Value ($000) $3 Shares 31,396 Est. Cost $48.67 Unrealized +102.7%
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $3 Shares 7,747 Est. Cost $387.87 Unrealized +16.4%
VGSH VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $3 Shares 57,980 Est. Cost $4.74 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 0.5%
Value ($000) $3 Shares 214,036 Est. Cost $0.01 Unrealized
IXUS ISHARES TR CORE MSCI TOTAL 0.5%
Value ($000) $3 Shares 44,062 Est. Cost $25.90 Unrealized
EFA ISHARES TR MSCI EAFE ETF 0.4%
Value ($000) $3 Shares 34,133 Est. Cost $61.34 Unrealized
SDY SPDR SER TR S&P DIVID ETF 0.4%
Value ($000) $2 Shares 19,083 Est. Cost $100.13 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $2 Shares 5,320 Est. Cost $201.26 Unrealized +107.3%
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $2 Shares 4,480 Est. Cost $243.68 Unrealized
SPTM SPDR SER TR PORTFOLI S&P1500 0.4%
Value ($000) $2 Shares 33,391 Est. Cost $7.13 Unrealized
JPST J P MORGAN EXCHANGE 0.4%
Value ($000) $2 Shares 42,440 Est. Cost $27.04 Unrealized
VUSB VANGUARD BD INDEX FDS 0.3%
Value ($000) $2 Shares 41,521 Est. Cost $41.08 Unrealized
IVE ISHARES TR S&P 500 VAL ETF 0.3%
Value ($000) $2 Shares 11,181 Est. Cost $90.60 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $2 Shares 10,959 Est. Cost $170.84 Unrealized -2.9%
SCHF SCHWAB STRATEGIC TR 0.3%
Value ($000) $2 Shares 48,259 Est. Cost $27.76 Unrealized
USRT ISHARES TR CRE U S REIT ETF 0.3%
Value ($000) $2 Shares 28,501 Est. Cost $8.39 Unrealized
IVV ISHARES TR CORE S&P500 ETF 0.3%
Value ($000) $2 Shares 2,781 Est. Cost $264.77 Unrealized
IEMG ISHARES INC CORE MSCI EMKT 0.2%
Value ($000) $1 Shares 24,530 Est. Cost $44.57 Unrealized
ASML ASML HOLDING N V 0.2%
Value ($000) $1 Shares 1,244 Est. Cost $1.77 Unrealized
ANSYS INC 0.2%
Value ($000) $1 Shares 3,739 Est. Cost $0.35 Unrealized
GOVT ISHARES TR US TREAS BD ETF 0.2%
Value ($000) $1 Shares 51,412 Est. Cost $0.02 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value ($000) $1 Shares 4,588 Est. Cost $180.39 Unrealized +17.2%
NEAR ISHARES U S ETF TR BLACKROCK ST MAT 0.2%
Value ($000) $1 Shares 21,209 Est. Cost $48.59 Unrealized
MINT PIMCO ETF TR 0.2%
Value ($000) $1 Shares 10,532 Est. Cost $21.46 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $1 Shares 2,155 Est. Cost $166.08 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $1 Shares 6,953 Est. Cost $73.34 Unrealized
ISHARES TR IBONDS DEC24 ETF 0.2%
Value ($000) $1 Shares 35,826 Est. Cost $17.41 Unrealized
VXF VANGUARD INDEX FDS 0.2%
Value ($000) $1 Shares 5,320 Est. Cost $144.84 Unrealized
IBDU ISHARES TR IBONDS DEC 29 0.1%
Value ($000) $1 Shares 38,499 Est. Cost $1.06 Unrealized
ISHARES TR IBONDS DEC25 ETF 0.1%
Value ($000) $1 Shares 34,884 Est. Cost $11.47 Unrealized
EEM ISHARES TR MSCI EMG MKT ETF 0.1%
Value ($000) $1 Shares 20,072 Est. Cost $25.82 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $1 Shares 3,781 Est. Cost $97.19 Unrealized +90.5%
SHV ISHARES TR SHORT TREAS BD 0.1%
Value ($000) $1 Shares 7,084 Est. Cost $0.11 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $1 Shares 10,111 Est. Cost $49.29 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $1 Shares 9,338 Est. Cost $66.73 Unrealized +10.8%
ABBV ABBVIE INC 0.1%
Value ($000) $1 Shares 4,429 Est. Cost $152.68 Unrealized +2.9%
IWD ISHARES TR RUS 1000 VAL ETF 0.1%
Value ($000) $1 Shares 3,850 Est. Cost $111.48 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $1 Shares 5,229 Est. Cost $117.98 Unrealized -0.1%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $1 Shares 3,968 Est. Cost $173.50 Unrealized -7.3%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1 Shares 5,659 Est. Cost $6.15 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1 Shares 5,153 Est. Cost $48.91 Unrealized +125.1%
QCOM QUALCOMM INC 0.1%
Value ($000) $1 Shares 2,805 Est. Cost $135.47 Unrealized +34.6%
AMZN AMAZON COM INC 0.1%
Value ($000) $1 Shares 2,864 Est. Cost $125.99 Unrealized +45.8%
ORCL ORACLE CORP 0.1%
Value ($000) $1 Shares 3,825 Est. Cost $48.09 Unrealized +154.3%
GOOG ALPHABET INC 0.1%
Value ($000) $1 Shares 2,865 Est. Cost $117.25 Unrealized +44.0%
IUSV ISHARES TR CORE S&P US VLU 0.1%
Value ($000) $1 Shares 5,864 Est. Cost $75.73 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $0 Shares 1,223 Est. Cost $329.37 Unrealized +24.1%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $0 Shares 3,513 Est. Cost $69.99 Unrealized +85.7%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $0 Shares 3,234 Est. Cost $145.83 Unrealized -3.0%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $0 Shares 3,000 Est. Cost $133.23 Unrealized +1.7%
IBDV ISHARES TR IBONDS DEC 2030 0.1%
Value ($000) $0 Shares 18,912 Est. Cost $0.02 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $0 Shares 1,910 Est. Cost $155.65 Unrealized +28.6%
IEF ISHARES TR 7-10 YR TRSY BD 0.1%
Value ($000) $0 Shares 4,242 Est. Cost $0.09 Unrealized
IEI ISHARES TR 0.1%
Value ($000) $0 Shares 3,429 Est. Cost $0.50 Unrealized
IBDT ISHARES TR IBDS DEC28 ETF 0.1%
Value ($000) $0 Shares 14,811 Est. Cost $17.70 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $0 Shares 1,786 Est. Cost $126.68 Unrealized +49.3%
VIGI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $0 Shares 4,396 Est. Cost $55.22 Unrealized
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $0 Shares 13,187 Est. Cost $23.07 Unrealized
IWR ISHARES TR RUS MID CAP ETF 0.1%
Value ($000) $0 Shares 4,166 Est. Cost $51.58 Unrealized
IBDR ISHARES TR IBONDS DEC2026 0.1%
Value ($000) $0 Shares 14,123 Est. Cost $18.04 Unrealized
IBDS ISHARES TR IBONDS 27 ETF 0.1%
Value ($000) $0 Shares 13,653 Est. Cost $19.12 Unrealized
IVW ISHARES TR S&P 500 GRWT ETF 0.0%
Value ($000) $0 Shares 3,196 Est. Cost $76.38 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $0 Shares 1,123 Est. Cost $139.78 Unrealized +74.9%
CVS CVS HEALTH CORP 0.0%
Value ($000) $0 Shares 4,706 Est. Cost $63.54 Unrealized -7.9%
IYW ISHARES TR 0.0%
Value ($000) $0 Shares 1,835 Est. Cost $102.96 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $0 Shares 1,640 Est. Cost $103.04 Unrealized +52.6%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $0 Shares 8,000 Est. Cost $36.98 Unrealized -1.8%
IBDW ISHARES TR IBONDS DEC 2031 0.0%
Value ($000) $0 Shares 13,121 Est. Cost $0.02 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $0 Shares 5,475 Est. Cost $40.55 Unrealized +11.7%
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $86.38 Unrealized +21.4%
C CITIGROUP INC 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $52.07 Unrealized +12.8%
BLACKROCK ENHANCED EQUITY DI 0.0%
Value ($000) $0 Shares 28,867 Est. Cost $2.94 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 1,918 Est. Cost $109.54 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $0 Shares 727 Est. Cost $120.79 Unrealized +147.8%
NOW SERVICENOW INC 0.0%
Value ($000) $0 Shares 280 Est. Cost $25.56 Unrealized +474.1%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $0 Shares 2,182 Est. Cost $67.99 Unrealized +38.6%
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $0 Shares 6,477 Est. Cost $27.02 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 10,482 Est. Cost $23.02 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $0 Shares 1,900 Est. Cost $67.37 Unrealized +35.5%
GOOGL ALPHABET INC 0.0%
Value ($000) $0 Shares 1,050 Est. Cost $110.59 Unrealized +51.3%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $0 Shares 771 Est. Cost $128.39 Unrealized +84.3%
IJT ISHARES TR S&P SML 600 GWT 0.0%
Value ($000) $0 Shares 1,420 Est. Cost $123.78 Unrealized
HEI/A HEICO CORP NEW 0.0%
Value ($000) $0 Shares 976 Est. Cost $135.19 Unrealized +24.7%
CTVA CORTEVA INC 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $41.91 Unrealized +29.0%
DFIV DIMENSIONAL ETF TRUST INTERNATNAL VAL 0.0%
Value ($000) $0 Shares 4,489 Est. Cost $32.79 Unrealized
VIG VANGUARD SPECIALIZED 0.0%
Value ($000) $0 Shares 880 Est. Cost $80.24 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 342 Est. Cost $154.43 Unrealized +181.1%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 1,954 Est. Cost $46.90 Unrealized
IBDX ISHARES TR IBONDS DEC 2032 0.0%
Value ($000) $0 Shares 6,137 Est. Cost $0.02 Unrealized
DLN WISDOMTREE TR US LARGECAP DIVD 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $0.07 Unrealized
MGC VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 742 Est. Cost $126.62 Unrealized
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 1,083 Est. Cost $39.70 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $0 Shares 1,405 Est. Cost $75.55 Unrealized +20.2%
DWX SPDR INDEX S&P INTL 0.0%
Value ($000) $0 Shares 3,899 Est. Cost $0.03 Unrealized
SHY ISHARES TR 1 3 YR TREAS BD 0.0%
Value ($000) $0 Shares 1,615 Est. Cost $0.08 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $0 Shares 421 Est. Cost $116.09 Unrealized +188.0%
FDX FEDEX CORP 0.0%
Value ($000) $0 Shares 405 Est. Cost $236.04 Unrealized +6.7%
IWM ISHARES TR RUSSELL 2000 ETF 0.0%
Value ($000) $0 Shares 592 Est. Cost $120.77 Unrealized
FISV FISERV INC 0.0%
Value ($000) $0 Shares 800 Est. Cost $122.71 Unrealized +23.4%
GDX VANECK ETF TRUST GOLD MINERS 0.0%
Value ($000) $0 Shares 3,400 Est. Cost $0.03 Unrealized
SCHP SCHWAB STRATEGIC TR US TIPS ETF 0.0%
Value ($000) $0 Shares 2,167 Est. Cost $0.05 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $0 Shares 2,485 Est. Cost $27.79 Unrealized +40.7%
OI O-I GLASS INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $21.59 Unrealized -37.4%
GSK GSK PLC 0.0%
Value ($000) $0 Shares 2,845 Est. Cost $7.06 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $0 Shares 3,875 Est. Cost $27.94 Unrealized -11.3%
FSTR FOSTER L B CO 0.0%
Value ($000) $0 Shares 5,000 Est. Cost $17.09 Unrealized +50.5%
ENB ENBRIDGE INC 0.0%
Value ($000) $0 Shares 2,945 Est. Cost $23.68 Unrealized +36.7%
SRE SEMPRA 0.0%
Value ($000) $0 Shares 1,382 Est. Cost $52.96 Unrealized +32.2%
META META PLATFORMS INC 0.0%
Value ($000) $0 Shares 205 Est. Cost $175.91 Unrealized +174.7%
AGG ISHARES TR CORE US AGGBD ET 0.0%
Value ($000) $0 Shares 1,059 Est. Cost $0.10 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $0 Shares 621 Est. Cost $99.44 Unrealized +63.2%
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 2,114 Est. Cost $30.24 Unrealized +46.8%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $0 Shares 622 Est. Cost $128.05 Unrealized +14.5%
BA BOEING CO 0.0%
Value ($000) $0 Shares 522 Est. Cost $216.08 Unrealized -17.5%
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $0 Shares 954 Est. Cost $0.12 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $0 Shares 300 Est. Cost $54.71 Unrealized +480.0%
HD HOME DEPOT INC 0.0%
Value ($000) $0 Shares 266 Est. Cost $106.59 Unrealized +207.3%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $0 Shares 714 Est. Cost $23.56 Unrealized +452.2%
SCHR SCHWAB STRATEGIC TR INT-TRM U.S TRES 0.0%
Value ($000) $0 Shares 1,847 Est. Cost $0.05 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $0 Shares 425 Est. Cost $252.10 Unrealized -30.7%
SPLV INVESCO EXCH TRADED FD 0.0%
Value ($000) $0 Shares 1,230 Est. Cost $47.55 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $0 Shares 500 Est. Cost $53.70 Unrealized +214.7%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $0 Shares 800 Est. Cost $68.80 Unrealized +28.6%
DIS DISNEY WALT CO 0.0%
Value ($000) $0 Shares 766 Est. Cost $89.35 Unrealized +18.1%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $0 Shares 660 Est. Cost $54.58 Unrealized +94.0%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $0 Shares 993 Est. Cost $74.52 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $0 Shares 146 Est. Cost $346.42 Unrealized +36.6%
V VISA INC 0.0%
Value ($000) $0 Shares 281 Est. Cost $133.87 Unrealized +102.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $0 Shares 421 Est. Cost $28.57 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $0 Shares 677 Est. Cost $71.31 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $0 Shares 2,260 Est. Cost $40.93 Unrealized -20.6%
DOW DOW INC 0.0%
Value ($000) $0 Shares 1,248 Est. Cost $39.76 Unrealized +28.8%
QQQJ INVESCO EXCH TRADED FD 0.0%
Value ($000) $0 Shares 2,295 Est. Cost $9.04 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 477 Est. Cost $76.76 Unrealized +63.1%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $0 Shares 432 Est. Cost $18.57 Unrealized
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $158.08 Unrealized +88.8%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 323 Est. Cost $98.88 Unrealized
GLW CORNING INC 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $33.60 Unrealized +0.2%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $0 Shares 295 Est. Cost $89.16 Unrealized +116.5%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $0 Shares 1,200 Est. Cost $23.71 Unrealized +93.9%
IJH ISHARES TR CORE S&P MCP ETF 0.0%
Value ($000) $0 Shares 963 Est. Cost $40.74 Unrealized
GBTC GRAYSCALE BITCOIN TR BTC 0.0%
Value ($000) $0 Shares 1,023 Est. Cost $0.06 Unrealized
IWN ISHARES TR RUS 2000 VAL ETF 0.0%
Value ($000) $0 Shares 340 Est. Cost $104.55 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $0 Shares 470 Est. Cost $48.75 Unrealized
JEPQ J P MORGAN NASDAQ EQT PREM 0.0%
Value ($000) $0 Shares 871 Est. Cost $0.05 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $0 Shares 600 Est. Cost $29.01 Unrealized +8.8%
LOW LOWES COS INC 0.0%
Value ($000) $0 Shares 206 Est. Cost $188.18 Unrealized +17.6%
JEPI J P MORGAN EQUITY PREMIUM 0.0%
Value ($000) $0 Shares 763 Est. Cost $0.06 Unrealized
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 155 Est. Cost $167.74 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $0 Shares 320 Est. Cost $128.15 Unrealized -0.6%
MRK MERCK & CO INC 0.0%
Value ($000) $0 Shares 326 Est. Cost $78.17 Unrealized +55.7%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $0 Shares 71 Est. Cost $516.86 Unrealized +10.2%
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $0 Shares 2,561 Est. Cost $19.33 Unrealized -7.4%
UNP UNION PAC CORP 0.0%
Value ($000) $0 Shares 168 Est. Cost $175.64 Unrealized +28.4%
ESGV VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 391 Est. Cost $67.63 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $0 Shares 201 Est. Cost $40.84 Unrealized +386.1%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $0 Shares 408 Est. Cost $50.21 Unrealized +74.1%
GLD SPDR GOLD TR 0.0%
Value ($000) $0 Shares 167 Est. Cost $47.95 Unrealized
EZU ISHARES INC MSCI 0.0%
Value ($000) $0 Shares 738 Est. Cost $0.04 Unrealized
BURL BURLINGTON STORES INC 0.0%
Value ($000) $0 Shares 143 Est. Cost $80.72 Unrealized +154.9%
SCHG SCHWAB STRATEGIC TR US LCAP GR ETF 0.0%
Value ($000) $0 Shares 339 Est. Cost $0.08 Unrealized
UNITED STATES STL CORP NEW 0.0%
Value ($000) $0 Shares 847 Est. Cost $0.04 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $0 Shares 1,273 Est. Cost $25.77 Unrealized
IWP ISHARES TR RUS MD CP GR ETF 0.0%
Value ($000) $0 Shares 286 Est. Cost $115.97 Unrealized
IAU ISHARES GOLD TR ISHARES NEW 0.0%
Value ($000) $0 Shares 729 Est. Cost $34.69 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $97.81 Unrealized +6.1%
AVGO BROADCOM INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $99.41 Unrealized +38.5%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $0 Shares 69 Est. Cost $92.61 Unrealized +351.8%
VSGX VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 509 Est. Cost $56.51 Unrealized
U S SILICA HLDGS INC 0.0%
Value ($000) $0 Shares 1,800 Est. Cost $25.56 Unrealized
BLACKROCK INC 0.0%
Value ($000) $0 Shares 35 Est. Cost $512.29 Unrealized
WMT WALMART INC 0.0%
Value ($000) $0 Shares 388 Est. Cost $45.59 Unrealized +35.9%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $259.21 Unrealized -6.5%
UNILEVER PLC 0.0%
Value ($000) $0 Shares 480 Est. Cost $55.70 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $0 Shares 104 Est. Cost $227.42 Unrealized +3.8%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $0 Shares 54 Est. Cost $200.65 Unrealized +121.3%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $0 Shares 314 Est. Cost $31.80 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 42 Est. Cost $179.62 Unrealized
T AT&T INC 0.0%
Value ($000) $0 Shares 1,195 Est. Cost $15.66 Unrealized +3.2%
DDOG DATADOG INC 0.0%
Value ($000) $0 Shares 172 Est. Cost $83.20 Unrealized +45.4%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $0 Shares 176 Est. Cost $85.57 Unrealized +29.6%
WD WALKER & DUNLOP INC 0.0%
Value ($000) $0 Shares 199 Est. Cost $76.18 Unrealized +18.6%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $1933.58 Unrealized +89.0%
CME CME GROUP INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $200.71 Unrealized -2.9%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $0 Shares 360 Est. Cost $46.61 Unrealized +13.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $0 Shares 270 Est. Cost $52.28 Unrealized +26.3%
ETSY ETSY INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $81.58 Unrealized -21.6%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $0 Shares 84 Est. Cost $78.84 Unrealized +157.3%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $42.44 Unrealized +94.7%
STXS STEREOTAXIS INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $1.85 Unrealized +21.0%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 190 Est. Cost $49.93 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $0 Shares 129 Est. Cost $57.09 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $0 Shares 110 Est. Cost $73.72 Unrealized +89.4%
HDB HDFC BANK LTD 0.0%
Value ($000) $0 Shares 248 Est. Cost $60.48 Unrealized
VBK VANGUARD INDEX FDS SML CP GRW ETF 0.0%
Value ($000) $0 Shares 63 Est. Cost $0.22 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $50.99 Unrealized +201.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $0 Shares 218 Est. Cost $70.79 Unrealized -10.8%
TAN INVESCO EXCH TRADED FD 0.0%
Value ($000) $0 Shares 374 Est. Cost $23.14 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $0 Shares 102 Est. Cost $45.53 Unrealized +271.9%
BF/A BROWN FORMAN CORP 0.0%
Value ($000) $0 Shares 337 Est. Cost $45.67 Unrealized 0.0%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $0 Shares 120 Est. Cost $87.10 Unrealized +28.7%
HPQ HP INC 0.0%
Value ($000) $0 Shares 400 Est. Cost $9.70 Unrealized +206.2%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $0 Shares 66 Est. Cost $115.14 Unrealized +75.4%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost $43.91 Unrealized +177.3%
VBR VANGUARD INDEX SM CP VAL 0.0%
Value ($000) $0 Shares 64 Est. Cost $0.17 Unrealized
PCTY PAYLOCITY HLDG CORP 0.0%
Value ($000) $0 Shares 89 Est. Cost $37.23 Unrealized +315.8%
BIIB BIOGEN INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $378.09 Unrealized -42.5%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $0 Shares 71 Est. Cost $111.99 Unrealized +32.5%
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $0 Shares 55 Est. Cost $145.60 Unrealized +37.7%
HLN HALEON PLC 0.0%
Value ($000) $0 Shares 1,177 Est. Cost $4.25 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $0 Shares 19 Est. Cost $323.52 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $0 Shares 18 Est. Cost $359.30 Unrealized +34.8%
CPK CHESAPEAKE UTILS CORP 0.0%
Value ($000) $0 Shares 90 Est. Cost $98.22 Unrealized +5.1%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $74.62 Unrealized +113.4%
MSA MSA SAFETY INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $161.14 Unrealized +15.4%
KMT KENNAMETAL INC 0.0%
Value ($000) $0 Shares 400 Est. Cost $24.51 Unrealized -5.5%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $0 Shares 40 Est. Cost $83.99 Unrealized +167.0%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $0 Shares 81 Est. Cost $56.98 Unrealized +87.4%
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $314.76 Unrealized +7.9%
GXO GXO LOGISTICS INCORPORATED 0.0%
Value ($000) $0 Shares 163 Est. Cost $56.03 Unrealized -9.9%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $0 Shares 81 Est. Cost $71.56 Unrealized +39.9%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $0 Shares 15 Est. Cost $407.15 Unrealized +29.6%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $0 Shares 61 Est. Cost $100.12 Unrealized +0.9%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $0 Shares 400 Est. Cost $7.96 Unrealized +121.2%
FLRN SPDR SER TR 0.0%
Value ($000) $0 Shares 260 Est. Cost $30.48 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $0 Shares 131 Est. Cost $48.64 Unrealized 0.0%
HDV ISHARES TR CORE HIGH DV ETF 0.0%
Value ($000) $0 Shares 60 Est. Cost $105.59 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $0 Shares 200 Est. Cost $35.51 Unrealized -2.2%
CCI CROWN CASTLE INC 0.0%
Value ($000) $0 Shares 72 Est. Cost $127.33 Unrealized -29.5%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $0 Shares 52 Est. Cost $80.47 Unrealized +46.7%
KVUE KENVUE INC 0.0%
Value ($000) $0 Shares 344 Est. Cost $21.04 Unrealized -13.6%
HAL HALLIBURTON CO 0.0%
Value ($000) $0 Shares 134 Est. Cost $29.68 Unrealized +19.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $0 Shares 47 Est. Cost $94.48 Unrealized +22.1%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $0 Shares 138 Est. Cost $33.15 Unrealized +12.0%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $0 Shares 154 Est. Cost $30.56 Unrealized +15.9%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $0 Shares 86 Est. Cost $37.41 Unrealized +12.2%
BZFD BUZZFEED INC 0.0%
Value ($000) $0 Shares 1,400 Est. Cost $2.11 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 100 Est. Cost $50.39 Unrealized -18.6%
WPP WPP PLC NEW 0.0%
Value ($000) $0 Shares 86 Est. Cost $0.05 Unrealized
SPYG SPDR SER TR PRTFLO S&P500 GW 0.0%
Value ($000) $0 Shares 53 Est. Cost $0.07 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $0 Shares 154 Est. Cost $22.80 Unrealized +15.0%
NOBL PROSHARES TR S&P 500 DV ARIST 0.0%
Value ($000) $0 Shares 42 Est. Cost $0.10 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $0 Shares 24 Est. Cost $62.95 Unrealized +150.9%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $217.13 Unrealized +4.6%
NFLX NETFLIX INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $48.48 Unrealized +28.8%
AIQ GLOBAL X FDS ARTIFICIAL 0.0%
Value ($000) $0 Shares 120 Est. Cost $0.03 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $169.49 Unrealized +35.8%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $0 Shares 315 Est. Cost $12.50 Unrealized +0.4%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $108.08 Unrealized +20.9%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $0 Shares 73 Est. Cost $45.45 Unrealized +3.9%
BITO PROSHARES TR 0.0%
Value ($000) $0 Shares 115 Est. Cost $0.03 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $0 Shares 275 Est. Cost $14.50 Unrealized -23.3%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $1578.70 Unrealized 0.0%
ELF E L F BEAUTY INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $177.70 Unrealized 0.0%
ACHC ACADIA HEALTHCARE COMPANY IN 0.0%
Value ($000) $0 Shares 40 Est. Cost $74.72 Unrealized -6.5%
ADC AGREE RLTY CORP 0.0%
Value ($000) $0 Shares 32 Est. Cost $0.06 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $66.33 Unrealized 0.0%
URTH ISHARES INC MSCI WORLD ETF 0.0%
Value ($000) $0 Shares 14 Est. Cost $142.86 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $0 Shares 60 Est. Cost $19.74 Unrealized +86.6%
CNC CENTENE CORP DEL 0.0%
Value ($000) $0 Shares 30 Est. Cost $66.53 Unrealized +9.3%
BFLY BUTTERFLY NETWORK INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $11.55 Unrealized -91.9%
PFF ISHARES TR PFD AND INCM SEC 0.0%
Value ($000) $0 Shares 63 Est. Cost $0.03 Unrealized
IBIT ISHARES BITCOIN TR 0.0%
Value ($000) $0 Shares 47 Est. Cost $0.04 Unrealized
QQQM INVESCO EXCH TRADED FD 0.0%
Value ($000) $0 Shares 12 Est. Cost $138.52 Unrealized
KHC KRAFT HEINZ 0.0%
Value ($000) $0 Shares 77 Est. Cost $31.22 Unrealized +4.2%
LTC LTC PPTYS INC 0.0%
Value ($000) $0 Shares 49 Est. Cost $0.04 Unrealized
DXCM DEXCOM INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $112.05 Unrealized +12.8%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $0 Shares 100 Est. Cost $15.34 Unrealized +14.5%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $306.18 Unrealized +8.6%
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $91.17 Unrealized +58.0%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $0 Shares 8 Est. Cost $71.08 Unrealized +14.5%
EFC ELLINGTON FINANCIAL INC 0.0%
Value ($000) $0 Shares 73 Est. Cost $0.01 Unrealized
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.50 Unrealized
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $0 Shares 19 Est. Cost $48.80 Unrealized 0.0%
FUELCELL ENERGY INC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $11.00 Unrealized
OGE OGE ENERGY CORP 0.0%
Value ($000) $0 Shares 37 Est. Cost $34.53 Unrealized +1.7%
FREL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 25 Est. Cost $43.41 Unrealized
FNB F N B CORP 0.0%
Value ($000) $0 Shares 88 Est. Cost $12.78 Unrealized 0.0%
GOOD GLADSTONE COMMERCIAL CORP 0.0%
Value ($000) $0 Shares 63 Est. Cost $0.02 Unrealized
PEN PENUMBRA INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $144.42 Unrealized +38.2%
KO COCA COLA CO 0.0%
Value ($000) $0 Shares 10 Est. Cost $58.89 Unrealized 0.0%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $123.69 Unrealized +11.7%
GEV GE VERNOVA INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $158.10 Unrealized 0.0%
SNPS SYNOPSYS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $393.04 Unrealized +43.9%
STLA STELLANTIS N.V 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 66 Est. Cost $13.33 Unrealized -23.2%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $0 Shares 25 Est. Cost $38.08 Unrealized -4.2%
MGK VANGUARD WORLD FD MEGA GRWTH IND 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.50 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $0 Shares 170 Est. Cost $18.55 Unrealized -56.8%
USFR WISDOMTREE TR FLOATNG RAT TREA 0.0%
Value ($000) $0 Shares 19 Est. Cost $0.05 Unrealized
TORTOISE ENERGY INFRA CORP 0.0%
Value ($000) $0 Shares 35 Est. Cost $15.54 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 12 Est. Cost $83.33 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $0 Shares 15 Est. Cost $110.42 Unrealized
ARKW ARK ETF TR NEXT GNRTN INTER 0.0%
Value ($000) $0 Shares 10 Est. Cost $0.10 Unrealized
ARR ARMOUR RESIDENTIAL REIT INC 0.0%
Value ($000) $0 Shares 51 Est. Cost $0.02 Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $52.54 Unrealized -12.2%
ITDI ISHARES TR LIFEPATH TGT2065 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
ACB AURORA CANNABIS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $3.87 Unrealized +63.6%
XYZ BLOCK INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $91.37 Unrealized -23.4%
BEP BROOKFIELD RENEWABLE PARTNER 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
CELH CELSIUS HLDGS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $60.81 Unrealized +24.3%
LEU CENTRUS ENERGY CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $52.32 Unrealized -15.4%
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $27.03 Unrealized
CLSK CLEANSPARK INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $15.45 Unrealized +8.8%
DGRO ISHARES TR CORE DIV GRWTH 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
IXC ISHARES TR GLOBAL ENERG ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $35.57 Unrealized
ARKF ARK ETF TR 0.0%
Value ($000) $0 Shares 6 Est. Cost $50.53 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $43.11 Unrealized +61.2%
STAG STAG INDL INC 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
AQN ALGONQUIN PWR UTILS CORP 0.0%
Value ($000) $0 Shares 60 Est. Cost $12.16 Unrealized -52.4%
UAA UNDER ARMOUR INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $39.00 Unrealized -82.5%
VUG VANGUARD INDEX FDS GROWTH 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
SONY SONY GROUP CORPORATION 0.0%
Value ($000) $0 Shares 1 Est. Cost $74.07 Unrealized
VSH VISHAY INTERTECHNOLOGY INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $19.78 Unrealized +9.7%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $13.14 Unrealized 0.0%
SN SHARKNINJA INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $55.82 Unrealized +26.2%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $189.59 Unrealized -7.0%
ABR ARBOR REALTY TRUST INC 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
SE SEA LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
SCHA SCHWAB STRATEGIC TR US SML CAP ETF 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
RSI RUSH STREET INTERACTIVE INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $8.01 Unrealized 0.0%
APLE APPLE HOSPITALITY REIT INC 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
RUM RUMBLE INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $10.96 Unrealized -41.2%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $13.97 Unrealized -25.2%
SBUX STARBUCKS CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $91.40 Unrealized -14.6%
AGNC AGNC INVT CORP 0.0%
Value ($000) $0 Shares 51 Est. Cost Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $149.57 Unrealized 0.0%
PENN PENN ENTERTAINMENT INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $54.67 Unrealized -68.9%
PRT PERMROCK ROYALTY TRUST 0.0%
Value ($000) $0 Shares 57 Est. Cost Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $0 Shares 35 Est. Cost $21.58 Unrealized -86.7%
PSEC PROSPECT CAP CORP 0.0%
Value ($000) $0 Shares 9 Est. Cost $4.19 Unrealized 0.0%
COHR COHERENT CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $60.12 Unrealized 0.0%
CUZ COUSINS PPTYS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $0 Shares 4 Est. Cost $48.81 Unrealized 0.0%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $136.41 Unrealized 0.0%
ECL ECOLAB INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $156.07 Unrealized +45.5%
EPR EPR PPTYS 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
FHI FEDERATED HERMES INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $26.47 Unrealized +18.1%
FE FIRSTENERGY CORP 0.0%
Value ($000) $0 Shares 11 Est. Cost $30.81 Unrealized +17.9%
GAIN GLADSTONE INVT CORP 0.0%
Value ($000) $0 Shares 35 Est. Cost $11.40 Unrealized 0.0%
BOTZ GLOBAL X FDS 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
HAS HASBRO INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $62.72 Unrealized -11.3%
XSVM INVESCO EXCH TRADED FD 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
LI LI AUTO INC 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
MAT MATTEL INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $11.11 Unrealized +63.1%
MDV MODIV INDUSTRIAL INC 0.0%
Value ($000) $0 Shares 33 Est. Cost Unrealized
MNY MONEYHERO LIMITED 0.0%
Value ($000) $0 Shares 1 Est. Cost $2.07 Unrealized 0.0%
NIO NIO INC 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
NWBI NORTHWEST BANCSHARES INC MD 0.0%
Value ($000) $0 Shares 20 Est. Cost $6.54 Unrealized +49.7%
NVCR NOVOCURE LTD 0.0%
Value ($000) $0 Shares 20 Est. Cost $194.53 Unrealized -91.0%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $57.50 Unrealized +7.9%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $17.81 Unrealized +26.4%
PANL PANGAEA LOGISTICS SOLUTION L 0.0%
Value ($000) $0 Shares 10 Est. Cost $4.44 Unrealized +53.6%