Roble, Belko & Company, Inc Diversified Active

CIK: 0001642305 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 14, 2025

Total Value ($000): $629 (100.0% shares, 0.0% debt)

Holdings (420)

VTI VANGUARD INDEX FDS 17.7%
Value ($000) $111 Shares 384,559 Est. Cost $95.67 Unrealized
VXUS VANGUARD STAR FDS 7.3%
Value ($000) $46 Shares 784,000 Est. Cost $33.21 Unrealized
BND VANGUARD BD INDEX FDS 5.9%
Value ($000) $37 Shares 515,012 Est. Cost $0.07 Unrealized
VEA VANGUARD TAX-MANAGED FDS 4.9%
Value ($000) $31 Shares 645,405 Est. Cost $34.16 Unrealized
VYM VANGUARD WHITEHALL FDS 4.0%
Value ($000) $25 Shares 198,386 Est. Cost $65.78 Unrealized
VEU VANGUARD INTL EQUITY INDEX 3.8%
Value ($000) $24 Shares 421,013 Est. Cost $44.75 Unrealized
SPY SPDR S&P 500 ETF TR 3.8%
Value ($000) $24 Shares 40,530 Est. Cost $210.62 Unrealized
XLK SELECT SECTOR SPDR TR 3.7%
Value ($000) $23 Shares 99,445 Est. Cost $41.82 Unrealized
VYMI VANGUARD WHITEHALL FDS 3.5%
Value ($000) $22 Shares 320,292 Est. Cost $0.11 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 3.3%
Value ($000) $21 Shares 52,207 Est. Cost $98.91 Unrealized
ICSH ISHARES TR BLACKROCK ULTRA 3.2%
Value ($000) $20 Shares 403,844 Est. Cost $20.00 Unrealized
VV VANGUARD INDEX FDS 3.2%
Value ($000) $20 Shares 74,317 Est. Cost $118.01 Unrealized
SCHB SCHWAB STRATEGIC TR 2.7%
Value ($000) $17 Shares 761,164 Est. Cost $18.61 Unrealized
VNQ VANGUARD INDEX FDS 2.7%
Value ($000) $17 Shares 191,374 Est. Cost $58.55 Unrealized
VGIT VANGUARD SCOTTSDALE 2.6%
Value ($000) $16 Shares 277,007 Est. Cost $17.52 Unrealized
IWV ISHARES TR RUSSELL 3000 ETF 2.0%
Value ($000) $12 Shares 37,236 Est. Cost $123.70 Unrealized
OEF ISHARES TR S&P 100 ETF 1.5%
Value ($000) $10 Shares 33,416 Est. Cost $93.16 Unrealized
VTIP VANGUARD MALVERN FDS 1.5%
Value ($000) $10 Shares 198,548 Est. Cost $35.54 Unrealized
VWO VANGUARD INTL EQUITY INDEX 1.4%
Value ($000) $9 Shares 206,752 Est. Cost $29.48 Unrealized
IJR ISHARES TR CORE S&P SCP ETF 1.3%
Value ($000) $8 Shares 71,991 Est. Cost $47.10 Unrealized
ITOT ISHARES TR CORE S&P TTL STK 1.3%
Value ($000) $8 Shares 62,016 Est. Cost $59.40 Unrealized
SPDW SPDR INDEX SHS FDS PORTFOLIO DEVLPD 1.2%
Value ($000) $8 Shares 228,581 Est. Cost $0.04 Unrealized
SCHF SCHWAB STRATEGIC TR 0.9%
Value ($000) $6 Shares 312,437 Est. Cost $4.31 Unrealized
IWB ISHARES TR RUS 1000 ETF 0.9%
Value ($000) $6 Shares 17,204 Est. Cost $136.01 Unrealized
SPTM SPDR SER TR PORTFOLI S&P1500 0.8%
Value ($000) $5 Shares 67,370 Est. Cost $3.44 Unrealized
IEFA ISHARES TR CORE MSCI EAFE 0.7%
Value ($000) $4 Shares 63,198 Est. Cost $56.32 Unrealized
VB VANGUARD INDEX FDS 0.7%
Value ($000) $4 Shares 18,366 Est. Cost $117.96 Unrealized
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $4 Shares 7,329 Est. Cost $387.87 Unrealized +32.7%
TJX TJX COS INC NEW 0.6%
Value ($000) $4 Shares 31,396 Est. Cost $48.67 Unrealized +141.9%
VGSH VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $4 Shares 65,174 Est. Cost $4.22 Unrealized
IXUS ISHARES TR CORE MSCI TOTAL 0.5%
Value ($000) $3 Shares 44,057 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) $3 Shares 18,984 Est. Cost $100.13 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $2 Shares 4,087 Est. Cost $243.68 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $2 Shares 9,959 Est. Cost $170.84 Unrealized +26.6%
MSFT MICROSOFT CORP 0.3%
Value ($000) $2 Shares 5,168 Est. Cost $201.26 Unrealized +109.9%
IVE ISHARES TR S&P 500 VAL ETF 0.3%
Value ($000) $2 Shares 11,238 Est. Cost $90.60 Unrealized
VUSB VANGUARD BD INDEX FDS 0.3%
Value ($000) $2 Shares 38,790 Est. Cost $41.08 Unrealized
JPST J P MORGAN EXCHANGE 0.3%
Value ($000) $2 Shares 37,524 Est. Cost $27.04 Unrealized
IWR ISHARES TR RUS MID CAP ETF 0.3%
Value ($000) $2 Shares 20,303 Est. Cost $8.51 Unrealized
GOVT ISHARES TR US TREAS BD ETF 0.3%
Value ($000) $2 Shares 76,909 Est. Cost $0.02 Unrealized
IVV ISHARES TR CORE S&P500 ETF 0.3%
Value ($000) $2 Shares 2,796 Est. Cost $255.24 Unrealized
USRT ISHARES TR CRE U S REIT ETF 0.3%
Value ($000) $2 Shares 28,266 Est. Cost $8.39 Unrealized
IEMG ISHARES INC CORE MSCI EMKT 0.2%
Value ($000) $1 Shares 24,061 Est. Cost $44.57 Unrealized
SCHH SCHWAB STRATEGIC TR 0.2%
Value ($000) $1 Shares 53,091 Est. Cost $4.57 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 2,063 Est. Cost $166.08 Unrealized
ANSYS INC 0.2%
Value ($000) $1 Shares 3,109 Est. Cost $0.35 Unrealized
VXF VANGUARD INDEX FDS 0.2%
Value ($000) $1 Shares 5,320 Est. Cost $144.84 Unrealized
ISHARES TR IBONDS DEC25 ETF 0.2%
Value ($000) $1 Shares 40,247 Est. Cost $9.94 Unrealized
NEAR ISHARES U S ETF TR BLACKROCK ST MAT 0.2%
Value ($000) $1 Shares 19,556 Est. Cost $48.59 Unrealized
AAPL APPLE INC 0.2%
Value ($000) $1 Shares 3,926 Est. Cost $102.26 Unrealized +129.3%
IBDU ISHARES TR IBONDS DEC 29 0.2%
Value ($000) $1 Shares 42,420 Est. Cost $0.96 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $1 Shares 9,338 Est. Cost $66.73 Unrealized +45.1%
AMZN AMAZON COM INC 0.1%
Value ($000) $1 Shares 4,276 Est. Cost $148.80 Unrealized +37.5%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $1 Shares 6,775 Est. Cost $73.34 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $1 Shares 5,156 Est. Cost $156.03 Unrealized +13.7%
PDBC INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 0.1%
Value ($000) $1 Shares 69,907 Est. Cost $0.01 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $1 Shares 5,229 Est. Cost $117.98 Unrealized +43.1%
ASML ASML HOLDING N V 0.1%
Value ($000) $1 Shares 1,244 Est. Cost $1.77 Unrealized
EEM ISHARES TR MSCI EMG MKT ETF 0.1%
Value ($000) $1 Shares 20,072 Est. Cost $25.82 Unrealized
SHV ISHARES TR SHORT TREAS BD 0.1%
Value ($000) $1 Shares 7,086 Est. Cost $0.11 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $1 Shares 9,919 Est. Cost $49.29 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $1 Shares 4,588 Est. Cost $180.39 Unrealized -0.7%
IWD ISHARES TR RUS 1000 VAL ETF 0.1%
Value ($000) $1 Shares 3,705 Est. Cost $111.48 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1 Shares 5,658 Est. Cost $6.15 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1 Shares 6,093 Est. Cost $58.70 Unrealized +91.4%
ORCL ORACLE CORP 0.1%
Value ($000) $1 Shares 3,825 Est. Cost $48.09 Unrealized +265.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1 Shares 1,387 Est. Cost $353.57 Unrealized +30.6%
IBDR ISHARES TR IBONDS DEC2026 0.1%
Value ($000) $1 Shares 22,769 Est. Cost $11.20 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $1 Shares 2,286 Est. Cost $148.85 Unrealized +53.2%
GOOG ALPHABET INC 0.1%
Value ($000) $1 Shares 2,865 Est. Cost $117.25 Unrealized +49.8%
IUSV ISHARES TR CORE S&P US VLU 0.1%
Value ($000) $1 Shares 5,864 Est. Cost $75.73 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $1 Shares 3,000 Est. Cost $133.23 Unrealized +24.3%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1 Shares 3,463 Est. Cost $146.07 Unrealized +2.4%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $0 Shares 3,968 Est. Cost $173.50 Unrealized -17.1%
IBDT ISHARES TR IBDS DEC28 ETF 0.1%
Value ($000) $0 Shares 19,112 Est. Cost $13.72 Unrealized
IBDV ISHARES TR IBONDS DEC 2030 0.1%
Value ($000) $0 Shares 21,728 Est. Cost $0.02 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $0 Shares 3,514 Est. Cost $69.99 Unrealized +74.8%
QCOM QUALCOMM INC 0.1%
Value ($000) $0 Shares 2,805 Est. Cost $135.47 Unrealized +17.8%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $0 Shares 1,910 Est. Cost $155.65 Unrealized +39.9%
IBDW ISHARES TR IBONDS DEC 2031 0.1%
Value ($000) $0 Shares 19,865 Est. Cost $0.02 Unrealized
IEI ISHARES TR 0.1%
Value ($000) $0 Shares 3,429 Est. Cost $0.50 Unrealized
IEF ISHARES TR 7-10 YR TRSY BD 0.1%
Value ($000) $0 Shares 4,242 Est. Cost $0.09 Unrealized
IBDS ISHARES TR IBONDS 27 ETF 0.1%
Value ($000) $0 Shares 15,865 Est. Cost $16.45 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $0 Shares 2,250 Est. Cost $120.03 Unrealized +38.1%
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 13,180 Est. Cost $23.07 Unrealized
IVW ISHARES TR S&P 500 GRWT ETF 0.1%
Value ($000) $0 Shares 3,196 Est. Cost $76.38 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $0 Shares 5,475 Est. Cost $40.55 Unrealized +36.5%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $0 Shares 1,622 Est. Cost $165.82 Unrealized +14.2%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $0 Shares 1,102 Est. Cost $139.78 Unrealized +106.1%
NOW SERVICENOW INC 0.0%
Value ($000) $0 Shares 280 Est. Cost $25.56 Unrealized +692.5%
IYW ISHARES TR 0.0%
Value ($000) $0 Shares 1,835 Est. Cost $102.96 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $52.07 Unrealized +25.6%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $0 Shares 727 Est. Cost $120.79 Unrealized +193.7%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $0 Shares 2,182 Est. Cost $67.99 Unrealized +60.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $0 Shares 1,900 Est. Cost $67.37 Unrealized +79.0%
BLACKROCK ENHANCED EQUITY DI 0.0%
Value ($000) $0 Shares 27,279 Est. Cost $2.94 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $0 Shares 771 Est. Cost $128.39 Unrealized +124.2%
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $0 Shares 6,477 Est. Cost $27.02 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 1,945 Est. Cost $109.54 Unrealized
GOOGL ALPHABET INC 0.0%
Value ($000) $0 Shares 1,070 Est. Cost $111.78 Unrealized +55.8%
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $86.38 Unrealized +27.2%
IJT ISHARES TR S&P SML 600 GWT 0.0%
Value ($000) $0 Shares 1,420 Est. Cost $123.78 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $0 Shares 3,166 Est. Cost $42.78 Unrealized +36.6%
TSLA TESLA INC 0.0%
Value ($000) $0 Shares 435 Est. Cost $253.70 Unrealized +26.8%
VIG VANGUARD SPECIALIZED 0.0%
Value ($000) $0 Shares 880 Est. Cost $80.24 Unrealized
HEI/A HEICO CORP NEW 0.0%
Value ($000) $0 Shares 922 Est. Cost $135.19 Unrealized +48.9%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 6,044 Est. Cost $15.18 Unrealized
FISV FISERV INC 0.0%
Value ($000) $0 Shares 800 Est. Cost $122.71 Unrealized +66.4%
SHY ISHARES TR 1 3 YR TREAS BD 0.0%
Value ($000) $0 Shares 1,956 Est. Cost $0.08 Unrealized
DFIV DIMENSIONAL ETF TRUST INTERNATNAL VAL 0.0%
Value ($000) $0 Shares 4,489 Est. Cost $32.79 Unrealized
MGC VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 742 Est. Cost $126.62 Unrealized
DLN WISDOMTREE TR US LARGECAP DIVD 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $0.07 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $0 Shares 407 Est. Cost $116.09 Unrealized +181.2%
PFE PFIZER INC 0.0%
Value ($000) $0 Shares 5,801 Est. Cost $27.00 Unrealized -7.0%
IBDX ISHARES TR IBONDS DEC 2032 0.0%
Value ($000) $0 Shares 6,137 Est. Cost $0.02 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $0 Shares 1,890 Est. Cost $39.19 Unrealized
FSTR FOSTER L B CO 0.0%
Value ($000) $0 Shares 5,000 Est. Cost $17.09 Unrealized +40.0%
META META PLATFORMS INC 0.0%
Value ($000) $0 Shares 230 Est. Cost $220.35 Unrealized +165.4%
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 1,106 Est. Cost $38.88 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.0%
Value ($000) $0 Shares 592 Est. Cost $120.77 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $0 Shares 2,485 Est. Cost $27.79 Unrealized +75.6%
ENB ENBRIDGE INC 0.0%
Value ($000) $0 Shares 2,973 Est. Cost $23.68 Unrealized +65.6%
SCHR SCHWAB STRATEGIC TR INT-TRM U.S TRES 0.0%
Value ($000) $0 Shares 5,138 Est. Cost $0.03 Unrealized
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $158.08 Unrealized +244.1%
SRE SEMPRA 0.0%
Value ($000) $0 Shares 1,316 Est. Cost $52.96 Unrealized +59.2%
FDX FEDEX CORP 0.0%
Value ($000) $0 Shares 405 Est. Cost $236.04 Unrealized +15.1%
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 2,114 Est. Cost $30.24 Unrealized +71.1%
SCHP SCHWAB STRATEGIC TR US TIPS ETF 0.0%
Value ($000) $0 Shares 4,334 Est. Cost $0.04 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 279 Est. Cost $154.43 Unrealized +200.2%
T AT&T INC 0.0%
Value ($000) $0 Shares 4,837 Est. Cost $20.06 Unrealized +7.2%
HD HOME DEPOT INC 0.0%
Value ($000) $0 Shares 266 Est. Cost $106.59 Unrealized +272.7%
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 +534.5%
SO SOUTHERN CO 0.0%
Value ($000) $0 Shares 1,154 Est. Cost $84.51 Unrealized 0.0%
PEP PEPSICO INC 0.0%
Value ($000) $0 Shares 621 Est. Cost $99.44 Unrealized +57.4%
BA BOEING CO 0.0%
Value ($000) $0 Shares 522 Est. Cost $216.08 Unrealized -27.4%
CVS CVS HEALTH CORP 0.0%
Value ($000) $0 Shares 2,006 Est. Cost $63.54 Unrealized -15.6%
V VISA INC 0.0%
Value ($000) $0 Shares 281 Est. Cost $133.87 Unrealized +122.8%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $94.78 Unrealized 0.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $0 Shares 300 Est. Cost $290.22 Unrealized 0.0%
SPLV INVESCO EXCH TRADED FD 0.0%
Value ($000) $0 Shares 1,230 Est. Cost $47.55 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $0 Shares 759 Est. Cost $89.35 Unrealized +15.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $0 Shares 421 Est. Cost $28.57 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $0 Shares 719 Est. Cost $23.56 Unrealized +453.7%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $0 Shares 677 Est. Cost $71.31 Unrealized
WSBC WESBANCO INC 0.0%
Value ($000) $0 Shares 2,399 Est. Cost $33.12 Unrealized 0.0%
GBTC GRAYSCALE BITCOIN TR BTC 0.0%
Value ($000) $0 Shares 1,021 Est. Cost $0.06 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $0 Shares 660 Est. Cost $54.58 Unrealized +99.8%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $0 Shares 146 Est. Cost $346.42 Unrealized +59.6%
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 +38.0%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $0 Shares 1,700 Est. Cost $39.38 Unrealized +0.0%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $0 Shares 800 Est. Cost $68.80 Unrealized +32.9%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $0 Shares 295 Est. Cost $89.16 Unrealized +146.6%
PPL PPL CORP 0.0%
Value ($000) $0 Shares 1,954 Est. Cost $29.23 Unrealized +8.5%
KO COCA COLA CO 0.0%
Value ($000) $0 Shares 1,010 Est. Cost $63.04 Unrealized +0.1%
QQQJ INVESCO EXCH TRADED FD 0.0%
Value ($000) $0 Shares 2,013 Est. Cost $9.04 Unrealized
IJH ISHARES TR CORE S&P MCP ETF 0.0%
Value ($000) $0 Shares 971 Est. Cost $40.74 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $0 Shares 503 Est. Cost $53.70 Unrealized +162.4%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $0 Shares 766 Est. Cost $30.06 Unrealized +12.6%
DOW DOW INC 0.0%
Value ($000) $0 Shares 1,414 Est. Cost $40.13 Unrealized +7.0%
ABT ABBOTT LABS 0.0%
Value ($000) $0 Shares 500 Est. Cost $113.33 Unrealized 0.0%
IWN ISHARES TR RUS 2000 VAL ETF 0.0%
Value ($000) $0 Shares 340 Est. Cost $104.55 Unrealized
JEPQ J P MORGAN NASDAQ EQT PREM 0.0%
Value ($000) $0 Shares 908 Est. Cost $0.05 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $0 Shares 206 Est. Cost $188.18 Unrealized +39.0%
UNP UNION PAC CORP 0.0%
Value ($000) $0 Shares 213 Est. Cost $187.17 Unrealized +23.0%
NVS NOVARTIS AG 0.0%
Value ($000) $0 Shares 470 Est. Cost $48.75 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $0 Shares 618 Est. Cost $69.99 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $0 Shares 1,200 Est. Cost $23.71 Unrealized +70.9%
AVGO BROADCOM INC 0.0%
Value ($000) $0 Shares 190 Est. Cost $152.15 Unrealized +20.2%
JEPI J P MORGAN EQUITY PREMIUM 0.0%
Value ($000) $0 Shares 763 Est. Cost $0.06 Unrealized
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $0 Shares 500 Est. Cost $84.97 Unrealized 0.0%
VEEV VEEVA SYS INC 0.0%
Value ($000) $0 Shares 201 Est. Cost $40.84 Unrealized +438.6%
ESGV VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 391 Est. Cost $67.63 Unrealized
BURL BURLINGTON STORES INC 0.0%
Value ($000) $0 Shares 143 Est. Cost $80.72 Unrealized +234.8%
GLD SPDR GOLD TR 0.0%
Value ($000) $0 Shares 167 Est. Cost $47.95 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 477 Est. Cost $76.76 Unrealized +31.9%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 155 Est. Cost $167.74 Unrealized
SCHG SCHWAB STRATEGIC TR US LCAP GR ETF 0.0%
Value ($000) $0 Shares 1,356 Est. Cost $0.04 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $0 Shares 320 Est. Cost $128.15 Unrealized -5.2%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $0 Shares 71 Est. Cost $516.86 Unrealized +5.9%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $0 Shares 69 Est. Cost $92.61 Unrealized +468.4%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $0 Shares 433 Est. Cost $18.57 Unrealized
BLK BLACKROCK INC 0.0%
Value ($000) $0 Shares 35 Est. Cost $991.05 Unrealized 0.0%
IAU ISHARES GOLD TR ISHARES NEW 0.0%
Value ($000) $0 Shares 729 Est. Cost $34.69 Unrealized
EZU ISHARES INC MSCI 0.0%
Value ($000) $0 Shares 738 Est. Cost $0.04 Unrealized
AGG ISHARES TR CORE US AGGBD ET 0.0%
Value ($000) $0 Shares 334 Est. Cost $0.10 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $0 Shares 326 Est. Cost $78.17 Unrealized +26.3%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $97.81 Unrealized +6.4%
UNILEVER PLC 0.0%
Value ($000) $0 Shares 530 Est. Cost $50.45 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $0 Shares 104 Est. Cost $227.42 Unrealized +19.4%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $0 Shares 176 Est. Cost $85.57 Unrealized +82.3%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $259.21 Unrealized +17.3%
VSGX VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 509 Est. Cost $56.51 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $0 Shares 500 Est. Cost $54.04 Unrealized 0.0%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 42 Est. Cost $179.62 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $0 Shares 172 Est. Cost $83.20 Unrealized +65.1%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $0 Shares 54 Est. Cost $200.65 Unrealized +145.7%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $1933.58 Unrealized +146.4%
VTV VANGUARD INDEX FDS VALUE 0.0%
Value ($000) $0 Shares 150 Est. Cost $0.17 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $0 Shares 150 Est. Cost $157.37 Unrealized 0.0%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $0 Shares 145 Est. Cost $152.34 Unrealized +16.3%
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $0 Shares 2,561 Est. Cost $19.33 Unrealized -37.7%
CME CME GROUP INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $200.71 Unrealized +9.4%
GSK GSK PLC 0.0%
Value ($000) $0 Shares 685 Est. Cost $7.06 Unrealized
STXS STEREOTAXIS INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $1.85 Unrealized +12.8%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $0 Shares 408 Est. Cost $50.21 Unrealized +32.2%
WMB WILLIAMS COS INC 0.0%
Value ($000) $0 Shares 400 Est. Cost $51.72 Unrealized 0.0%
DISCOVER FINL SVCS 0.0%
Value ($000) $0 Shares 129 Est. Cost $57.09 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $0 Shares 102 Est. Cost $45.53 Unrealized +343.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $0 Shares 270 Est. Cost $52.28 Unrealized +47.0%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $0 Shares 314 Est. Cost $31.80 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $0 Shares 218 Est. Cost $70.79 Unrealized +22.9%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $0 Shares 360 Est. Cost $46.61 Unrealized +13.7%
WD WALKER & DUNLOP INC 0.0%
Value ($000) $0 Shares 199 Est. Cost $76.18 Unrealized +36.6%
INTC INTEL CORP 0.0%
Value ($000) $0 Shares 910 Est. Cost $40.93 Unrealized -44.9%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $42.44 Unrealized +119.4%
VBK VANGUARD INDEX FDS SML CP GRW ETF 0.0%
Value ($000) $0 Shares 64 Est. Cost $0.22 Unrealized
PCTY PAYLOCITY HLDG CORP 0.0%
Value ($000) $0 Shares 89 Est. Cost $37.23 Unrealized +414.0%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $0 Shares 120 Est. Cost $87.10 Unrealized +59.2%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $0 Shares 84 Est. Cost $78.84 Unrealized +167.8%
ETSY ETSY INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $81.58 Unrealized -34.6%
HDB HDFC BANK LTD 0.0%
Value ($000) $0 Shares 248 Est. Cost $60.48 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 190 Est. Cost $49.93 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $0 Shares 66 Est. Cost $115.14 Unrealized +115.2%
BF/A BROWN FORMAN CORP 0.0%
Value ($000) $0 Shares 337 Est. Cost $45.67 Unrealized -8.5%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $0 Shares 98 Est. Cost $113.33 Unrealized +21.6%
PSX PHILLIPS 66 0.0%
Value ($000) $0 Shares 110 Est. Cost $73.72 Unrealized +65.5%
VBR VANGUARD INDEX SM CP VAL 0.0%
Value ($000) $0 Shares 64 Est. Cost $0.17 Unrealized
HPQ HP INC 0.0%
Value ($000) $0 Shares 400 Est. Cost $9.70 Unrealized +252.5%
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $0 Shares 55 Est. Cost $145.60 Unrealized +76.9%
GEV GE VERNOVA INC 0.0%
Value ($000) $0 Shares 36 Est. Cost $209.38 Unrealized +49.0%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost $43.91 Unrealized +199.2%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $50.99 Unrealized +153.2%
TAN INVESCO EXCH TRADED FD 0.0%
Value ($000) $0 Shares 374 Est. Cost $23.14 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $0 Shares 1,177 Est. Cost $4.25 Unrealized
CPK CHESAPEAKE UTILS CORP 0.0%
Value ($000) $0 Shares 90 Est. Cost $98.22 Unrealized +22.9%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $0 Shares 96 Est. Cost $114.81 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $0 Shares 1,045 Est. Cost $10.80 Unrealized -13.9%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $74.62 Unrealized +172.1%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $0 Shares 19 Est. Cost $323.52 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $0 Shares 189 Est. Cost $50.58 Unrealized +7.8%
KMT KENNAMETAL INC 0.0%
Value ($000) $0 Shares 400 Est. Cost $24.51 Unrealized +4.0%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $0 Shares 81 Est. Cost $56.98 Unrealized +104.8%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $0 Shares 15 Est. Cost $407.15 Unrealized +60.9%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $0 Shares 71 Est. Cost $111.99 Unrealized +29.9%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $0 Shares 40 Est. Cost $83.99 Unrealized +195.8%
WMT WALMART INC 0.0%
Value ($000) $0 Shares 97 Est. Cost $45.59 Unrealized +88.2%
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $314.76 Unrealized -1.9%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $0 Shares 400 Est. Cost $7.96 Unrealized +156.7%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $0 Shares 81 Est. Cost $71.56 Unrealized +65.3%
FLRN SPDR SER TR 0.0%
Value ($000) $0 Shares 260 Est. Cost $30.48 Unrealized
VCIT VANGUARD SCOTTSDALE FDS INT-TERM CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.08 Unrealized
BTC GRAYSCALE BITCOIN MINI TR BT 0.0%
Value ($000) $0 Shares 203 Est. Cost $0.04 Unrealized
ADEA ADEIA INC 0.0%
Value ($000) $0 Shares 571 Est. Cost $11.35 Unrealized +9.5%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $0 Shares 18 Est. Cost $359.30 Unrealized +37.8%
EXC EXELON CORP 0.0%
Value ($000) $0 Shares 200 Est. Cost $35.51 Unrealized +4.9%
MSA MSA SAFETY INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $161.14 Unrealized +6.4%
IBIT ISHARES BITCOIN TR 0.0%
Value ($000) $0 Shares 158 Est. Cost $0.05 Unrealized
AIQ GLOBAL X FDS ARTIFICIAL 0.0%
Value ($000) $0 Shares 171 Est. Cost $0.04 Unrealized
KVUE KENVUE INC 0.0%
Value ($000) $0 Shares 344 Est. Cost $21.04 Unrealized +3.1%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $1762.98 Unrealized +10.5%
CCI CROWN CASTLE INC 0.0%
Value ($000) $0 Shares 72 Est. Cost $127.33 Unrealized -23.0%
HDV ISHARES TR CORE HIGH DV ETF 0.0%
Value ($000) $0 Shares 60 Est. Cost $105.59 Unrealized
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $219.35 Unrealized +37.2%
BFLY BUTTERFLY NETWORK INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $11.55 Unrealized -77.5%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 100 Est. Cost $50.39 Unrealized +4.3%
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $0 Shares 278 Est. Cost $9.63 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 81 Est. Cost $55.75 Unrealized +4.5%
COP CONOCOPHILLIPS 0.0%
Value ($000) $0 Shares 47 Est. Cost $94.48 Unrealized +8.3%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $0 Shares 154 Est. Cost $30.56 Unrealized +6.3%
NFLX NETFLIX INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $48.48 Unrealized +69.8%
SPYG SPDR SER TR PRTFLO S&P500 GW 0.0%
Value ($000) $0 Shares 53 Est. Cost $0.07 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $0 Shares 315 Est. Cost $12.50 Unrealized +25.6%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $0 Shares 138 Est. Cost $33.15 Unrealized +20.6%
SPYI NEOS ETF TRUST NEOS S&P 500 HI 0.0%
Value ($000) $0 Shares 73 Est. Cost $0.06 Unrealized
BZFD BUZZFEED INC 0.0%
Value ($000) $0 Shares 1,400 Est. Cost $2.11 Unrealized +48.7%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $169.49 Unrealized +49.8%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $0 Shares 86 Est. Cost $37.41 Unrealized +15.6%
HAL HALLIBURTON CO 0.0%
Value ($000) $0 Shares 134 Est. Cost $29.68 Unrealized -4.7%
WPP WPP PLC NEW 0.0%
Value ($000) $0 Shares 86 Est. Cost $0.05 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $0 Shares 154 Est. Cost $22.80 Unrealized +4.9%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $217.13 Unrealized -2.9%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 327 Est. Cost $11.98 Unrealized -2.9%
BIIB BIOGEN INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $378.09 Unrealized -55.4%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $0 Shares 52 Est. Cost $80.47 Unrealized -14.7%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $0 Shares 47 Est. Cost $81.80 Unrealized +3.7%
F FORD MTR CO DEL 0.0%
Value ($000) $0 Shares 275 Est. Cost $14.50 Unrealized -31.9%
BITO PROSHARES TR 0.0%
Value ($000) $0 Shares 117 Est. Cost $0.03 Unrealized
PFFA ETFIS SER TR I VIRTUS INFRCAP 0.0%
Value ($000) $0 Shares 135 Est. Cost $0.03 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $108.08 Unrealized +41.6%
ADC AGREE RLTY CORP 0.0%
Value ($000) $0 Shares 47 Est. Cost $0.06 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $0 Shares 100 Est. Cost $15.34 Unrealized +64.8%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $55.35 Unrealized +8.9%
ETHE GRAYSCALE ETHEREUM TR ETH 0.0%
Value ($000) $0 Shares 93 Est. Cost $0.02 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $0 Shares 60 Est. Cost $19.74 Unrealized +116.9%
LTC LTC PPTYS INC 0.0%
Value ($000) $0 Shares 77 Est. Cost $0.04 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $66.33 Unrealized +46.6%
XPER XPERI INC 0.0%
Value ($000) $0 Shares 220 Est. Cost $8.22 Unrealized +13.6%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $0 Shares 73 Est. Cost $45.45 Unrealized -19.8%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $170.91 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $123.15 Unrealized 0.0%
CNC CENTENE CORP DEL 0.0%
Value ($000) $0 Shares 30 Est. Cost $66.53 Unrealized -6.3%
OGE OGE ENERGY CORP 0.0%
Value ($000) $0 Shares 37 Est. Cost $34.53 Unrealized +20.6%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.0%
Value ($000) $0 Shares 70 Est. Cost $0.03 Unrealized
EFC ELLINGTON FINANCIAL INC 0.0%
Value ($000) $0 Shares 166 Est. Cost $0.01 Unrealized
KHC KRAFT HEINZ 0.0%
Value ($000) $0 Shares 77 Est. Cost $31.22 Unrealized -1.8%
REAVES UTIL INCOME FD 0.0%
Value ($000) $0 Shares 70 Est. Cost $0.04 Unrealized
ACHC ACADIA HEALTHCARE COMPANY IN 0.0%
Value ($000) $0 Shares 40 Est. Cost $74.72 Unrealized -39.6%
ELF E L F BEAUTY INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $177.70 Unrealized -32.5%
PFF ISHARES TR PFD AND INCM SEC 0.0%
Value ($000) $0 Shares 65 Est. Cost $0.03 Unrealized
ARR ARMOUR RESIDENTIAL REIT INC 0.0%
Value ($000) $0 Shares 105 Est. Cost $0.02 Unrealized
URTH ISHARES INC MSCI WORLD ETF 0.0%
Value ($000) $0 Shares 14 Est. Cost $142.86 Unrealized
STAG STAG INDL INC 0.0%
Value ($000) $0 Shares 29 Est. Cost $0.04 Unrealized
FREL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 26 Est. Cost $41.74 Unrealized
SRPT SAREPTA THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $122.55 Unrealized 0.0%
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $0 Shares 21 Est. Cost $36.35 Unrealized 0.0%
SERV SERVE ROBOTICS INC 0.0%
Value ($000) $0 Shares 67 Est. Cost $10.50 Unrealized 0.0%
SDGR SCHRODINGER INC 0.0%
Value ($000) $0 Shares 45 Est. Cost $19.42 Unrealized 0.0%
BHR BRAEMAR HOTELS & RESORTS INC 0.0%
Value ($000) $0 Shares 302 Est. Cost $0.00 Unrealized
RXRX RECURSION PHARMACEUTICALS IN 0.0%
Value ($000) $0 Shares 141 Est. Cost $6.77 Unrealized -0.7%
TROX TRONOX HOLDINGS PLC 0.0%
Value ($000) $0 Shares 69 Est. Cost $12.47 Unrealized -2.4%
OUTFRONT MEDIA INC 0.0%
Value ($000) $0 Shares 57 Est. Cost $0.02 Unrealized
GFI GOLD FIELDS LTD 0.0%
Value ($000) $0 Shares 53 Est. Cost $0.02 Unrealized
COHEN & STEERS QUALITY INCOM 0.0%
Value ($000) $0 Shares 89 Est. Cost $0.02 Unrealized
NNOX NANO X IMAGING LTD 0.0%
Value ($000) $0 Shares 132 Est. Cost $6.40 Unrealized 0.0%
VICI VICI PPTYS INC 0.0%
Value ($000) $0 Shares 31 Est. Cost $29.22 Unrealized +1.0%
AGNC AGNC INVT CORP 0.0%
Value ($000) $0 Shares 132 Est. Cost $0.01 Unrealized
ABR ARBOR REALTY TRUST INC 0.0%
Value ($000) $0 Shares 80 Est. Cost $0.01 Unrealized
PNNT PENNANTPARK INVT CORP 0.0%
Value ($000) $0 Shares 88 Est. Cost $5.71 Unrealized +0.5%
MIRM MIRUM PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $41.67 Unrealized 0.0%
GAIN GLADSTONE INVT CORP 0.0%
Value ($000) $0 Shares 90 Est. Cost $11.24 Unrealized +6.8%
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $0 Shares 8 Est. Cost $0.13 Unrealized
IRM IRON MTN INC DEL 0.0%
Value ($000) $0 Shares 6 Est. Cost $112.79 Unrealized 0.0%
NVCR NOVOCURE LTD 0.0%
Value ($000) $0 Shares 20 Est. Cost $194.53 Unrealized -89.1%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $0 Shares 3 Est. Cost $225.20 Unrealized 0.0%
APLD APPLIED DIGITAL CORP 0.0%
Value ($000) $0 Shares 89 Est. Cost $8.31 Unrealized 0.0%
PEN PENUMBRA INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $144.42 Unrealized +57.4%
ALLY ALLY FINL INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $34.81 Unrealized 0.0%
MGK VANGUARD WORLD FD MEGA GRWTH IND 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.50 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $0 Shares 14 Est. Cost $80.83 Unrealized +3.7%
SN SHARKNINJA INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $55.82 Unrealized +82.8%
SNPS SYNOPSYS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $393.04 Unrealized +33.0%
MAT MATTEL INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $11.11 Unrealized +70.2%
TORTOISE ENERGY INFRA CORP 0.0%
Value ($000) $0 Shares 35 Est. Cost $15.54 Unrealized
WAB WABTEC 0.0%
Value ($000) $0 Shares 4 Est. Cost $162.97 Unrealized +18.1%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $123.69 Unrealized +39.6%
FNB F N B CORP 0.0%
Value ($000) $0 Shares 89 Est. Cost $12.79 Unrealized +15.7%
FHI FEDERATED HERMES INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $26.47 Unrealized +46.7%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 12 Est. Cost $83.33 Unrealized
MDV MODIV INDUSTRIAL INC 0.0%
Value ($000) $0 Shares 101 Est. Cost $0.02 Unrealized
EPR EPR PPTYS 0.0%
Value ($000) $0 Shares 28 Est. Cost $0.04 Unrealized
GOOD GLADSTONE COMMERCIAL CORP 0.0%
Value ($000) $0 Shares 66 Est. Cost $0.02 Unrealized
IDVO AMPLIFY ETF TR CWP INTL ENHANCE 0.0%
Value ($000) $0 Shares 34 Est. Cost $0.03 Unrealized
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $0 Shares 20 Est. Cost $49.02 Unrealized +8.7%
USFR WISDOMTREE TR FLOATNG RAT TREA 0.0%
Value ($000) $0 Shares 20 Est. Cost $0.05 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $0 Shares 17 Est. Cost Unrealized
DXCM DEXCOM INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $112.05 Unrealized -33.9%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $136.41 Unrealized +25.5%
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.50 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
XSVM INVESCO EXCH TRADED FD 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
LEU CENTRUS ENERGY CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $52.32 Unrealized +49.1%
LXP INDUSTRIAL TRUST 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
BOTZ GLOBAL X FDS 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $169.24 Unrealized +11.6%
LI LI AUTO INC 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
STLA STELLANTIS N.V 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
SONY SONY GROUP CORPORATION 0.0%
Value ($000) $0 Shares 5 Est. Cost $74.07 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $91.37 Unrealized -10.2%
SE SEA LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
SCM STELLUS CAP INVT CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $13.86 Unrealized -0.1%
SCHA SCHWAB STRATEGIC TR US SML CAP ETF 0.0%
Value ($000) $0 Shares 19 Est. Cost Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $91.40 Unrealized +2.8%
BEP BROOKFIELD RENEWABLE PARTNER 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
ACB AURORA CANNABIS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $3.87 Unrealized +26.8%
RUM RUMBLE INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $10.96 Unrealized -35.1%
ECL ECOLAB INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $156.07 Unrealized +57.3%
RSI RUSH STREET INTERACTIVE INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $8.01 Unrealized +51.8%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $13.97 Unrealized -17.6%
PLUG PLUG POWER INC 0.0%
Value ($000) $0 Shares 35 Est. Cost $21.58 Unrealized -89.9%
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $27.03 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $0 Shares 4 Est. Cost $118.05 Unrealized -6.7%
PENN PENN ENTERTAINMENT INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $54.67 Unrealized -64.1%
ETH GRAYSCALE ETHEREUM MINI TR E 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
DGRO ISHARES TR CORE DIV GRWTH 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
CELH CELSIUS HLDGS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $60.81 Unrealized -51.2%
PANL PANGAEA LOGISTICS SOLUTION L 0.0%
Value ($000) $0 Shares 10 Est. Cost $4.44 Unrealized +27.9%
APLE APPLE HOSPITALITY REIT INC 0.0%
Value ($000) $0 Shares 31 Est. Cost Unrealized
CUZ COUSINS PPTYS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
AQN ALGONQUIN PWR UTILS CORP 0.0%
Value ($000) $0 Shares 60 Est. Cost $12.16 Unrealized -61.8%
ARKF ARK ETF TR 0.0%
Value ($000) $0 Shares 6 Est. Cost $50.53 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value ($000) $0 Shares 6 Est. Cost $73.42 Unrealized +1.6%
FCEL FUELCELL ENERGY INC 0.0%
Value ($000) $0 Shares 33 Est. Cost $9.91 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $57.50 Unrealized -14.3%
NWBI NORTHWEST BANCSHARES INC MD 0.0%
Value ($000) $0 Shares 20 Est. Cost $6.54 Unrealized +94.4%
GLPI GAMING & LEISURE PPTYS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
NOG NORTHERN OIL & GAS INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $38.15 Unrealized +2.7%
NIO NIO INC 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
VUG VANGUARD INDEX FDS GROWTH 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $29.11 Unrealized 0.0%
COHR COHERENT CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $60.12 Unrealized +66.4%
WES WESTERN MIDSTREAM PARTNERS L 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $0 Shares 1 Est. Cost $25.62 Unrealized 0.0%
VSH VISHAY INTERTECHNOLOGY INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $19.78 Unrealized -13.9%
HAS HASBRO INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $62.72 Unrealized -0.6%
ITDI ISHARES TR LIFEPATH TGT2065 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
MNY MONEYHERO LIMITED 0.0%
Value ($000) $0 Shares 1 Est. Cost $2.07 Unrealized -45.3%
AOMR ANGEL OAK MORTGAGE REIT INC 0.0%
Value ($000) $0 Shares 52 Est. Cost Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $0 Shares 11 Est. Cost $30.81 Unrealized +29.7%
IXC ISHARES TR GLOBAL ENERG ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $35.57 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 32 Est. Cost $12.99 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $43.11 Unrealized +65.6%
UAA UNDER ARMOUR INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $39.00 Unrealized -76.6%
CNDT CONDUENT INC 0.0%
Value ($000) $0 Shares 22 Est. Cost $3.67 Unrealized +8.3%
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $0 Shares 40 Est. Cost $10.70 Unrealized -13.8%