Roble, Belko & Company, Inc Diversified Active

CIK: 0001642305 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 4, 2025

Total Value ($000): $687 (100.0% shares, 0.0% debt)

Holdings (460)

VTI VANGUARD INDEX FDS 17.5%
Value ($000) $120 Shares 396,426 Est. Cost $93.09 Unrealized
VXUS VANGUARD STAR FDS 7.4%
Value ($000) $51 Shares 736,497 Est. Cost $33.21 Unrealized
VEA VANGUARD TAX-MANAGED FDS 5.9%
Value ($000) $40 Shares 706,305 Est. Cost $31.22 Unrealized
BND VANGUARD BD INDEX FDS 4.9%
Value ($000) $34 Shares 461,930 Est. Cost $0.07 Unrealized
VEU VANGUARD INTL EQUITY INDEX 4.1%
Value ($000) $28 Shares 422,097 Est. Cost $44.75 Unrealized
VYM VANGUARD WHITEHALL FDS 3.8%
Value ($000) $26 Shares 198,122 Est. Cost $65.78 Unrealized
SPTM SPDR SER TR PORTFOLI S&P1500 3.7%
Value ($000) $26 Shares 342,064 Est. Cost $0.74 Unrealized
XLK SELECT SECTOR SPDR TR 3.7%
Value ($000) $25 Shares 99,396 Est. Cost $41.82 Unrealized
SPY SPDR S&P 500 ETF TR 3.6%
Value ($000) $25 Shares 40,234 Est. Cost $210.62 Unrealized
VV VANGUARD INDEX FDS 3.5%
Value ($000) $24 Shares 85,309 Est. Cost $102.84 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 3.2%
Value ($000) $22 Shares 51,969 Est. Cost $98.91 Unrealized
ICSH ISHARES TR BLACKROCK ULTRA 2.8%
Value ($000) $19 Shares 372,968 Est. Cost $18.57 Unrealized
SCHB SCHWAB STRATEGIC TR 2.6%
Value ($000) $18 Shares 761,312 Est. Cost $18.61 Unrealized
VNQ VANGUARD INDEX FDS 2.6%
Value ($000) $18 Shares 201,828 Est. Cost $55.52 Unrealized
VGIT VANGUARD SCOTTSDALE 2.3%
Value ($000) $16 Shares 260,931 Est. Cost $17.19 Unrealized
IWV ISHARES TR RUSSELL 3000 ETF 1.9%
Value ($000) $13 Shares 36,350 Est. Cost $123.70 Unrealized
VYMI VANGUARD WHITEHALL FDS 1.8%
Value ($000) $13 Shares 158,110 Est. Cost $0.11 Unrealized
SCHF SCHWAB STRATEGIC TR 1.6%
Value ($000) $11 Shares 510,098 Est. Cost $2.65 Unrealized
VWO VANGUARD INTL EQUITY INDEX 1.5%
Value ($000) $10 Shares 210,982 Est. Cost $26.47 Unrealized
SCHP SCHWAB STRATEGIC TR US TIPS ETF 1.5%
Value ($000) $10 Shares 377,703 Est. Cost $0.03 Unrealized
OEF ISHARES TR S&P 100 ETF 1.4%
Value ($000) $10 Shares 31,435 Est. Cost $93.16 Unrealized
ITOT ISHARES TR CORE S&P TTL STK 1.4%
Value ($000) $9 Shares 69,639 Est. Cost $53.00 Unrealized
SPDW SPDR INDEX SHS FDS PORTFOLIO DEVLPD 1.3%
Value ($000) $9 Shares 218,934 Est. Cost $0.04 Unrealized
IWB ISHARES TR RUS 1000 ETF 0.8%
Value ($000) $6 Shares 17,183 Est. Cost $136.01 Unrealized
IEFA ISHARES TR CORE MSCI EAFE 0.8%
Value ($000) $5 Shares 63,040 Est. Cost $56.32 Unrealized
IJR ISHARES TR CORE S&P SCP ETF 0.7%
Value ($000) $5 Shares 42,331 Est. Cost $47.10 Unrealized
VB VANGUARD INDEX FDS 0.6%
Value ($000) $4 Shares 18,416 Est. Cost $112.22 Unrealized
TJX TJX COS INC NEW 0.6%
Value ($000) $4 Shares 31,478 Est. Cost $48.67 Unrealized +158.6%
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $4 Shares 6,572 Est. Cost $387.87 Unrealized +42.2%
VGSH VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $3 Shares 57,358 Est. Cost $3.90 Unrealized
IXUS ISHARES TR CORE MSCI TOTAL 0.5%
Value ($000) $3 Shares 41,482 Est. Cost $25.90 Unrealized
EFA ISHARES TR MSCI EAFE ETF 0.5%
Value ($000) $3 Shares 34,893 Est. Cost $60.39 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $3 Shares 9,981 Est. Cost $173.07 Unrealized +46.7%
SDY SPDR SER TR S&P DIVID ETF 0.4%
Value ($000) $3 Shares 21,169 Est. Cost $89.87 Unrealized
MSFT MICROSOFT CORP 0.3%
Value ($000) $2 Shares 4,796 Est. Cost $225.16 Unrealized +92.0%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $2 Shares 3,891 Est. Cost $243.68 Unrealized
IVE ISHARES TR S&P 500 VAL ETF 0.3%
Value ($000) $2 Shares 11,238 Est. Cost $90.60 Unrealized
JPST J P MORGAN EXCHANGE 0.3%
Value ($000) $2 Shares 39,221 Est. Cost $25.87 Unrealized
USRT ISHARES TR CRE U S REIT ETF 0.3%
Value ($000) $2 Shares 33,232 Est. Cost $6.88 Unrealized
IWR ISHARES TR RUS MID CAP ETF 0.3%
Value ($000) $2 Shares 20,403 Est. Cost $8.51 Unrealized
VXF VANGUARD INDEX FDS 0.3%
Value ($000) $2 Shares 9,412 Est. Cost $76.50 Unrealized
IVV ISHARES TR CORE S&P500 ETF 0.3%
Value ($000) $2 Shares 2,793 Est. Cost $255.24 Unrealized
GOVT ISHARES TR US TREAS BD ETF 0.2%
Value ($000) $2 Shares 65,353 Est. Cost $0.02 Unrealized
IEMG ISHARES INC CORE MSCI EMKT 0.2%
Value ($000) $1 Shares 24,005 Est. Cost $44.57 Unrealized
VUSB VANGUARD BD INDEX FDS 0.2%
Value ($000) $1 Shares 28,842 Est. Cost $41.08 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1 Shares 2,718 Est. Cost $418.49 Unrealized +21.4%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $1 Shares 2,037 Est. Cost $166.08 Unrealized
ANSYS INC 0.2%
Value ($000) $1 Shares 3,109 Est. Cost $0.35 Unrealized
MINT PIMCO ETF TR 0.2%
Value ($000) $1 Shares 10,513 Est. Cost $21.46 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $1 Shares 5,522 Est. Cost $158.22 Unrealized +15.4%
ISHARES TR IBONDS DEC25 ETF 0.1%
Value ($000) $1 Shares 40,249 Est. Cost $9.94 Unrealized
IBDU ISHARES TR IBONDS DEC 29 0.1%
Value ($000) $1 Shares 42,420 Est. Cost $0.96 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 4,304 Est. Cost $128.45 Unrealized +56.8%
NEAR ISHARES U S ETF TR BLACKROCK ST MAT 0.1%
Value ($000) $1 Shares 16,554 Est. Cost $48.59 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $1 Shares 3,825 Est. Cost $48.09 Unrealized +234.4%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $1 Shares 6,148 Est. Cost $73.34 Unrealized
SCHH SCHWAB STRATEGIC TR 0.1%
Value ($000) $1 Shares 38,714 Est. Cost $4.32 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $1 Shares 5,465 Est. Cost $118.72 Unrealized +13.8%
AMZN AMAZON COM INC 0.1%
Value ($000) $1 Shares 3,693 Est. Cost $148.80 Unrealized +33.0%
SHV ISHARES TR SHORT TREAS BD 0.1%
Value ($000) $1 Shares 7,033 Est. Cost $0.11 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $1 Shares 9,338 Est. Cost $66.73 Unrealized +20.9%
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $1 Shares 14,596 Est. Cost $34.41 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $1 Shares 9,036 Est. Cost $49.29 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1 Shares 5,658 Est. Cost $6.15 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $1 Shares 2,490 Est. Cost $157.32 Unrealized +60.6%
IWD ISHARES TR RUS 1000 VAL ETF 0.1%
Value ($000) $1 Shares 3,705 Est. Cost $111.48 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 0.1%
Value ($000) $1 Shares 55,131 Est. Cost $0.01 Unrealized
MGC VANGUARD WORLD FDS 0.1%
Value ($000) $1 Shares 3,038 Est. Cost $7.21 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1 Shares 6,333 Est. Cost $60.66 Unrealized +72.3%
IJT ISHARES TR S&P SML 600 GWT 0.1%
Value ($000) $1 Shares 4,638 Est. Cost $37.99 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1 Shares 1,233 Est. Cost $459.07 Unrealized 0.0%
IUSV ISHARES TR CORE S&P US VLU 0.1%
Value ($000) $1 Shares 5,915 Est. Cost $75.73 Unrealized
IBDT ISHARES TR IBDS DEC28 ETF 0.1%
Value ($000) $1 Shares 21,918 Est. Cost $11.97 Unrealized
IBDR ISHARES TR IBONDS DEC2026 0.1%
Value ($000) $1 Shares 22,772 Est. Cost $11.20 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $1 Shares 2,875 Est. Cost $117.25 Unrealized +40.6%
IBDV ISHARES TR IBONDS DEC 2030 0.1%
Value ($000) $1 Shares 22,803 Est. Cost $0.02 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $0 Shares 3,000 Est. Cost $133.23 Unrealized +14.6%
QCOM QUALCOMM INC 0.1%
Value ($000) $0 Shares 2,805 Est. Cost $135.47 Unrealized +7.1%
IBDW ISHARES TR IBONDS DEC 2031 0.1%
Value ($000) $0 Shares 20,992 Est. Cost $0.02 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $0 Shares 4,152 Est. Cost $76.49 Unrealized +23.0%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $0 Shares 2,611 Est. Cost $125.44 Unrealized +0.3%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $0 Shares 2,690 Est. Cost $146.07 Unrealized +3.3%
IBDS ISHARES TR IBONDS 27 ETF 0.1%
Value ($000) $0 Shares 15,865 Est. Cost $16.45 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $0 Shares 2,203 Est. Cost $85.79 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $0 Shares 5,475 Est. Cost $40.55 Unrealized +48.9%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $0 Shares 2,250 Est. Cost $120.03 Unrealized +33.9%
IVW ISHARES TR S&P 500 GRWT ETF 0.1%
Value ($000) $0 Shares 3,196 Est. Cost $76.38 Unrealized
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $0 Shares 11,524 Est. Cost $23.07 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $0 Shares 1,566 Est. Cost $155.65 Unrealized +43.4%
C CITIGROUP INC 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $52.07 Unrealized +36.7%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $0 Shares 1,029 Est. Cost $139.78 Unrealized +134.3%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $0 Shares 1,624 Est. Cost $168.30 Unrealized -1.4%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $0 Shares 1,591 Est. Cost $67.37 Unrealized +148.4%
NOW SERVICENOW INC 0.0%
Value ($000) $0 Shares 280 Est. Cost $34.06 Unrealized +453.9%
FISV FISERV INC 0.0%
Value ($000) $0 Shares 1,600 Est. Cost $170.82 Unrealized +6.2%
IBDX ISHARES TR IBONDS DEC 2032 0.0%
Value ($000) $0 Shares 10,247 Est. Cost $0.02 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $0 Shares 2,182 Est. Cost $67.99 Unrealized +69.8%
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 1,844 Est. Cost $109.54 Unrealized
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 2,070 Est. Cost $16.21 Unrealized
BLACKROCK ENHANCED EQUITY DI 0.0%
Value ($000) $0 Shares 27,278 Est. Cost $2.94 Unrealized
HEI/A HEICO CORP NEW 0.0%
Value ($000) $0 Shares 922 Est. Cost $135.19 Unrealized +61.8%
CTVA CORTEVA INC 0.0%
Value ($000) $0 Shares 3,166 Est. Cost $42.78 Unrealized +54.7%
BA BOEING CO 0.0%
Value ($000) $0 Shares 1,123 Est. Cost $193.07 Unrealized -2.2%
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $0 Shares 6,477 Est. Cost $27.02 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $0 Shares 727 Est. Cost $120.79 Unrealized +150.7%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $0 Shares 688 Est. Cost $128.39 Unrealized +135.5%
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $86.38 Unrealized +13.4%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 7,671 Est. Cost $12.05 Unrealized
JEPI J P MORGAN EQUITY PREMIUM 0.0%
Value ($000) $0 Shares 3,499 Est. Cost $0.06 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.0%
Value ($000) $0 Shares 913 Est. Cost $78.38 Unrealized
DFIV DIMENSIONAL ETF TRUST INTERNATNAL VAL 0.0%
Value ($000) $0 Shares 4,489 Est. Cost $32.79 Unrealized
GOOGL ALPHABET INC 0.0%
Value ($000) $0 Shares 1,076 Est. Cost $114.32 Unrealized +42.8%
TSLA TESLA INC 0.0%
Value ($000) $0 Shares 585 Est. Cost $265.90 Unrealized +13.3%
VIG VANGUARD SPECIALIZED 0.0%
Value ($000) $0 Shares 880 Est. Cost $80.24 Unrealized
V VISA INC 0.0%
Value ($000) $0 Shares 501 Est. Cost $227.14 Unrealized +52.8%
META META PLATFORMS INC 0.0%
Value ($000) $0 Shares 233 Est. Cost $225.45 Unrealized +173.5%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $0 Shares 204 Est. Cost $168.32 Unrealized +304.2%
SHY ISHARES TR 1 3 YR TREAS BD 0.0%
Value ($000) $0 Shares 1,983 Est. Cost $0.08 Unrealized
DLN WISDOMTREE TR US LARGECAP DIVD 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $0.07 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $0 Shares 1,294 Est. Cost $0.50 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $0 Shares 1,061 Est. Cost $140.10 Unrealized -2.2%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $0 Shares 1,890 Est. Cost $39.19 Unrealized
IJH ISHARES TR CORE S&P MCP ETF 0.0%
Value ($000) $0 Shares 2,324 Est. Cost $17.06 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $0 Shares 2,006 Est. Cost $63.54 Unrealized +1.0%
PFE PFIZER INC 0.0%
Value ($000) $0 Shares 5,661 Est. Cost $27.00 Unrealized -17.2%
ENB ENBRIDGE INC 0.0%
Value ($000) $0 Shares 2,973 Est. Cost $23.68 Unrealized +84.9%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 279 Est. Cost $154.43 Unrealized +198.4%
PEP PEPSICO INC 0.0%
Value ($000) $0 Shares 927 Est. Cost $113.78 Unrealized +15.2%
T AT&T INC 0.0%
Value ($000) $0 Shares 4,053 Est. Cost $20.06 Unrealized +34.4%
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $0 Shares 1,302 Est. Cost $55.22 Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $0 Shares 903 Est. Cost $97.15 Unrealized 0.0%
MET METLIFE INC 0.0%
Value ($000) $0 Shares 1,430 Est. Cost $75.82 Unrealized 0.0%
FSTR FOSTER L B CO 0.0%
Value ($000) $0 Shares 5,000 Est. Cost $17.09 Unrealized +14.5%
ETN EATON CORP PLC 0.0%
Value ($000) $0 Shares 300 Est. Cost $73.51 Unrealized +317.2%
SO SOUTHERN CO 0.0%
Value ($000) $0 Shares 1,154 Est. Cost $84.51 Unrealized +4.1%
KO COCA COLA CO 0.0%
Value ($000) $0 Shares 1,478 Est. Cost $63.65 Unrealized +9.6%
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 2,114 Est. Cost $30.24 Unrealized +55.6%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $94.78 Unrealized +9.4%
SRE SEMPRA 0.0%
Value ($000) $0 Shares 1,316 Est. Cost $52.96 Unrealized +37.0%
HD HOME DEPOT INC 0.0%
Value ($000) $0 Shares 266 Est. Cost $116.52 Unrealized +205.4%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $0 Shares 407 Est. Cost $116.09 Unrealized +137.3%
NFLX NETFLIX INC 0.0%
Value ($000) $0 Shares 71 Est. Cost $107.61 Unrealized +5.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $0 Shares 421 Est. Cost $28.57 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $0 Shares 405 Est. Cost $236.04 Unrealized -8.8%
SPLV INVESCO EXCH TRADED FD 0.0%
Value ($000) $0 Shares 1,230 Est. Cost $47.55 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $0 Shares 300 Est. Cost $290.22 Unrealized +4.6%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $0 Shares 677 Est. Cost $71.31 Unrealized
MOD MODINE MFG CO 0.0%
Value ($000) $0 Shares 837 Est. Cost $89.24 Unrealized 0.0%
NUE NUCOR CORP 0.0%
Value ($000) $0 Shares 620 Est. Cost $67.20 Unrealized +71.9%
GLW CORNING INC 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $33.60 Unrealized +37.8%
WSBC WESBANCO INC 0.0%
Value ($000) $0 Shares 2,399 Est. Cost $33.12 Unrealized -8.7%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $0 Shares 1,700 Est. Cost $39.38 Unrealized +6.2%
SMH VANECK ETF TRUST SEMICONDUCTR ETF 0.0%
Value ($000) $0 Shares 258 Est. Cost $0.28 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $0 Shares 295 Est. Cost $89.16 Unrealized +163.6%
DDOG DATADOG INC 0.0%
Value ($000) $0 Shares 526 Est. Cost $101.72 Unrealized +8.8%
IAU ISHARES GOLD TR ISHARES NEW 0.0%
Value ($000) $0 Shares 1,140 Est. Cost $22.20 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 323 Est. Cost $98.88 Unrealized
EME EMCOR GROUP INC 0.0%
Value ($000) $0 Shares 129 Est. Cost $440.85 Unrealized 0.0%
GRAL GRAIL INC 0.0%
Value ($000) $0 Shares 1,324 Est. Cost $36.20 Unrealized 0.0%
ABT ABBOTT LABS 0.0%
Value ($000) $0 Shares 500 Est. Cost $114.00 Unrealized +14.6%
CLX CLOROX CO DEL 0.0%
Value ($000) $0 Shares 563 Est. Cost $144.18 Unrealized -9.5%
PPL PPL CORP 0.0%
Value ($000) $0 Shares 1,954 Est. Cost $29.23 Unrealized +16.5%
QQQJ INVESCO EXCH TRADED FD 0.0%
Value ($000) $0 Shares 2,070 Est. Cost $8.59 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $0 Shares 660 Est. Cost $54.58 Unrealized +62.4%
GBTC GRAYSCALE BITCOIN TR BTC 0.0%
Value ($000) $0 Shares 735 Est. Cost $0.06 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 477 Est. Cost $76.76 Unrealized +21.4%
VEEV VEEVA SYS INC 0.0%
Value ($000) $0 Shares 201 Est. Cost $40.84 Unrealized +507.3%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 614 Est. Cost $82.13 Unrealized +0.2%
IWN ISHARES TR RUS 2000 VAL ETF 0.0%
Value ($000) $0 Shares 340 Est. Cost $104.55 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $0 Shares 766 Est. Cost $30.06 Unrealized -9.1%
GLD SPDR GOLD TR 0.0%
Value ($000) $0 Shares 167 Est. Cost $47.95 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $0 Shares 306 Est. Cost $159.26 Unrealized +1.5%
JEPQ J P MORGAN NASDAQ EQT PREM 0.0%
Value ($000) $0 Shares 935 Est. Cost $0.05 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $0 Shares 506 Est. Cost $93.31 Unrealized 0.0%
UNP UNION PAC CORP 0.0%
Value ($000) $0 Shares 213 Est. Cost $189.55 Unrealized +15.3%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $0 Shares 618 Est. Cost $69.99 Unrealized +6.6%
ESGV VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 422 Est. Cost $62.67 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $0 Shares 790 Est. Cost $27.79 Unrealized +101.3%
MDT MEDTRONIC PLC 0.0%
Value ($000) $0 Shares 531 Est. Cost $87.24 Unrealized -4.3%
LOW LOWES COS INC 0.0%
Value ($000) $0 Shares 206 Est. Cost $188.18 Unrealized +17.2%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $0 Shares 146 Est. Cost $346.42 Unrealized +8.2%
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $0 Shares 500 Est. Cost $84.97 Unrealized +5.1%
EZU ISHARES INC MSCI 0.0%
Value ($000) $0 Shares 738 Est. Cost $0.04 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $0 Shares 111 Est. Cost $351.95 Unrealized -6.0%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $0 Shares 333 Est. Cost $23.56 Unrealized +436.2%
SCHG SCHWAB STRATEGIC TR US LCAP GR ETF 0.0%
Value ($000) $0 Shares 1,473 Est. Cost $0.04 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $0 Shares 1,200 Est. Cost $23.71 Unrealized +43.2%
DOW DOW INC 0.0%
Value ($000) $0 Shares 1,563 Est. Cost $38.71 Unrealized -28.2%
MRK MERCK & CO INC 0.0%
Value ($000) $0 Shares 505 Est. Cost $83.37 Unrealized -7.2%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 155 Est. Cost $167.74 Unrealized
BLK BLACKROCK INC 0.0%
Value ($000) $0 Shares 36 Est. Cost $989.44 Unrealized -5.7%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $0 Shares 69 Est. Cost $92.61 Unrealized +429.3%
CMI CUMMINS INC 0.0%
Value ($000) $0 Shares 114 Est. Cost $346.08 Unrealized -11.7%
AVGO BROADCOM INC 0.0%
Value ($000) $0 Shares 133 Est. Cost $152.15 Unrealized +41.9%
ASML ASML HOLDING N V 0.0%
Value ($000) $0 Shares 46 Est. Cost $1.77 Unrealized
SCHR SCHWAB STRATEGIC TR INT-TRM U.S TRES 0.0%
Value ($000) $0 Shares 1,444 Est. Cost $0.03 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 784 Est. Cost $54.74 Unrealized -13.8%
PPG PPG INDS INC 0.0%
Value ($000) $0 Shares 320 Est. Cost $128.15 Unrealized -17.0%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $2460.41 Unrealized +107.1%
VSGX VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 499 Est. Cost $56.51 Unrealized
KHC KRAFT HEINZ 0.0%
Value ($000) $0 Shares 1,286 Est. Cost $28.49 Unrealized -6.4%
BURL BURLINGTON STORES INC 0.0%
Value ($000) $0 Shares 143 Est. Cost $80.72 Unrealized +194.5%
AGG ISHARES TR CORE US AGGBD ET 0.0%
Value ($000) $0 Shares 334 Est. Cost $0.10 Unrealized
UNILEVER PLC 0.0%
Value ($000) $0 Shares 530 Est. Cost $50.45 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $0 Shares 237 Est. Cost $129.79 Unrealized +1.5%
DHT DHT HOLDINGS INC 0.0%
Value ($000) $0 Shares 2,735 Est. Cost $10.68 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $0 Shares 433 Est. Cost $18.57 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $97.81 Unrealized -0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $0 Shares 71 Est. Cost $516.86 Unrealized -19.3%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $0 Shares 408 Est. Cost $50.21 Unrealized +7.3%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $262.61 Unrealized +2.1%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $0 Shares 131 Est. Cost $185.05 Unrealized 0.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $0 Shares 500 Est. Cost $54.04 Unrealized -1.6%
CME CME GROUP INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $204.50 Unrealized +31.3%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $0 Shares 104 Est. Cost $227.42 Unrealized +9.6%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 42 Est. Cost $179.62 Unrealized
VTV VANGUARD INDEX FDS VALUE 0.0%
Value ($000) $0 Shares 150 Est. Cost $0.17 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $0 Shares 54 Est. Cost $200.65 Unrealized +142.3%
GSK GSK PLC 0.0%
Value ($000) $0 Shares 685 Est. Cost $7.06 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $0 Shares 209 Est. Cost $89.35 Unrealized +15.1%
WMB WILLIAMS COS INC 0.0%
Value ($000) $0 Shares 400 Est. Cost $51.72 Unrealized +11.5%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $0 Shares 176 Est. Cost $85.57 Unrealized +53.5%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $0 Shares 172 Est. Cost $171.25 Unrealized -36.4%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $0 Shares 218 Est. Cost $70.79 Unrealized +47.5%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $0 Shares 102 Est. Cost $45.53 Unrealized +418.2%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $0 Shares 360 Est. Cost $46.61 Unrealized +31.1%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $0 Shares 314 Est. Cost $31.80 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $42.44 Unrealized +140.3%
STXS STEREOTAXIS INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $1.85 Unrealized +9.6%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $0 Shares 66 Est. Cost $115.14 Unrealized +129.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $0 Shares 270 Est. Cost $52.28 Unrealized +45.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $0 Shares 36 Est. Cost $522.87 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $65.14 Unrealized 0.0%
HDB HDFC BANK LTD 0.0%
Value ($000) $0 Shares 248 Est. Cost $60.48 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $0 Shares 84 Est. Cost $78.84 Unrealized +191.2%
EMR EMERSON ELEC CO 0.0%
Value ($000) $0 Shares 140 Est. Cost $118.79 Unrealized -4.4%
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $0 Shares 2,561 Est. Cost $19.33 Unrealized -61.6%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $0 Shares 120 Est. Cost $87.10 Unrealized +75.8%
AIQ GLOBAL X FDS ARTIFICIAL 0.0%
Value ($000) $0 Shares 407 Est. Cost $0.04 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $0 Shares 165 Est. Cost $0.12 Unrealized
IBIT ISHARES BITCOIN TR 0.0%
Value ($000) $0 Shares 259 Est. Cost $0.05 Unrealized
PCTY PAYLOCITY HLDG CORP 0.0%
Value ($000) $0 Shares 89 Est. Cost $37.23 Unrealized +404.1%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $0 Shares 96 Est. Cost $114.81 Unrealized +28.1%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 190 Est. Cost $49.93 Unrealized
SON SONOCO PRODS CO 0.0%
Value ($000) $0 Shares 349 Est. Cost $45.25 Unrealized -4.1%
ETSY ETSY INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $81.58 Unrealized -39.0%
WD WALKER & DUNLOP INC 0.0%
Value ($000) $0 Shares 199 Est. Cost $76.18 Unrealized -7.4%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost $56.28 Unrealized +150.8%
TAN INVESCO EXCH TRADED FD 0.0%
Value ($000) $0 Shares 374 Est. Cost $23.14 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $0 Shares 111 Est. Cost $79.18 Unrealized +38.2%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $0 Shares 52 Est. Cost $152.34 Unrealized +43.5%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $50.99 Unrealized +139.8%
GIS GENERAL MLS INC 0.0%
Value ($000) $0 Shares 237 Est. Cost $57.91 Unrealized -7.1%
HLN HALEON PLC 0.0%
Value ($000) $0 Shares 1,177 Est. Cost $4.25 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $74.62 Unrealized +210.4%
VBR VANGUARD INDEX SM CP VAL 0.0%
Value ($000) $0 Shares 64 Est. Cost $0.17 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $0 Shares 1,045 Est. Cost $10.80 Unrealized -13.6%
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $0 Shares 55 Est. Cost $145.60 Unrealized +48.7%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $0 Shares 85 Est. Cost $74.39 Unrealized +77.1%
O REALTY INCOME CORP 0.0%
Value ($000) $0 Shares 199 Est. Cost $50.83 Unrealized +7.2%
ARKQ ARK ETF TR AUTNMUS TECHNLGY 0.0%
Value ($000) $0 Shares 119 Est. Cost $0.09 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $201.44 Unrealized +16.1%
CPK CHESAPEAKE UTILS CORP 0.0%
Value ($000) $0 Shares 90 Est. Cost $98.22 Unrealized +26.1%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 81 Est. Cost $55.75 Unrealized +110.4%
CHAT TIDAL TR ROUNDHILL GENER 0.0%
Value ($000) $0 Shares 216 Est. Cost $0.05 Unrealized
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $244.59 Unrealized +48.9%
APPLIED THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 30,841 Est. Cost $0.00 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $0 Shares 15 Est. Cost $407.15 Unrealized +54.3%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $1762.98 Unrealized +32.5%
WMT WALMART INC 0.0%
Value ($000) $0 Shares 103 Est. Cost $63.12 Unrealized +50.1%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $0 Shares 40 Est. Cost $83.99 Unrealized +177.5%
BTC GRAYSCALE BITCOIN MINI TR BT 0.0%
Value ($000) $0 Shares 211 Est. Cost $0.04 Unrealized
BAI BLACKROCK ETF TRUST ISHARES A I INNO 0.0%
Value ($000) $0 Shares 363 Est. Cost $0.03 Unrealized
XAIX DBX ETF TR XTRACKERS ARTIFI 0.0%
Value ($000) $0 Shares 271 Est. Cost $0.04 Unrealized
HPQ HP INC 0.0%
Value ($000) $0 Shares 400 Est. Cost $9.70 Unrealized +154.6%
BF/A BROWN FORMAN CORP 0.0%
Value ($000) $0 Shares 337 Est. Cost $45.67 Unrealized -31.3%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $0 Shares 81 Est. Cost $56.98 Unrealized +76.0%
EXC EXELON CORP 0.0%
Value ($000) $0 Shares 200 Est. Cost $35.51 Unrealized +22.7%
INTC INTEL CORP 0.0%
Value ($000) $0 Shares 410 Est. Cost $40.93 Unrealized -49.4%
GDX VANECK ETF TRUST GOLD MINERS ETF 0.0%
Value ($000) $0 Shares 173 Est. Cost $0.05 Unrealized
KMT KENNAMETAL INC 0.0%
Value ($000) $0 Shares 400 Est. Cost $24.51 Unrealized -17.2%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $0 Shares 441 Est. Cost $8.76 Unrealized +88.1%
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $314.76 Unrealized -0.2%
DVY ISHARES TR SELECT DIVID ETF 0.0%
Value ($000) $0 Shares 68 Est. Cost $0.13 Unrealized
SPYI NEOS ETF TRUST NEOS S&P 500 HI 0.0%
Value ($000) $0 Shares 185 Est. Cost $0.05 Unrealized
VCIT VANGUARD SCOTTSDALE FDS INT-TERM CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.08 Unrealized
MSA MSA SAFETY INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $161.14 Unrealized -2.9%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $0 Shares 18 Est. Cost $359.30 Unrealized +7.2%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 130 Est. Cost $56.21 Unrealized 0.0%
CCI CROWN CASTLE INC 0.0%
Value ($000) $0 Shares 72 Est. Cost $127.33 Unrealized -23.0%
GEV GE VERNOVA INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $209.38 Unrealized +98.7%
HDV ISHARES TR CORE HIGH DV ETF 0.0%
Value ($000) $0 Shares 60 Est. Cost $105.59 Unrealized
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $33.02 Unrealized 0.0%
KVUE KENVUE INC 0.0%
Value ($000) $0 Shares 344 Est. Cost $21.04 Unrealized +5.3%
XOP SPDR SERIES TRUST S&P OILGAS EXP 0.0%
Value ($000) $0 Shares 52 Est. Cost $0.13 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $0 Shares 57 Est. Cost $80.98 Unrealized +6.6%
LTC LTC PPTYS INC 0.0%
Value ($000) $0 Shares 160 Est. Cost $0.04 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $0 Shares 11 Est. Cost $323.52 Unrealized
VUG VANGUARD INDEX FDS GROWTH 0.0%
Value ($000) $0 Shares 13 Est. Cost $0.44 Unrealized
ROBT FIRST TR EXCHANGE TRADED FD NASDQ ARTFCIAL 0.0%
Value ($000) $0 Shares 108 Est. Cost $0.05 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TRU ROBO GLB ETF 0.0%
Value ($000) $0 Shares 87 Est. Cost $0.06 Unrealized
QQQI NEOS ETF TRUST NASDAQ 100 HIGH 0.0%
Value ($000) $0 Shares 99 Est. Cost $0.05 Unrealized
DIVO AMPLIFY ETF TR CWP ENHANCED DIV 0.0%
Value ($000) $0 Shares 120 Est. Cost $0.04 Unrealized
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $0 Shares 154 Est. Cost $30.56 Unrealized -1.9%
SPYG SPDR SER TR PRTFLO S&P500 GW 0.0%
Value ($000) $0 Shares 53 Est. Cost $0.07 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $0 Shares 138 Est. Cost $33.74 Unrealized +0.5%
EKSO EKSO BIONICS HLDGS INC 0.0%
Value ($000) $0 Shares 1,143 Est. Cost $5.23 Unrealized 0.0%
FLRN SPDR SER TR 0.0%
Value ($000) $0 Shares 130 Est. Cost $30.48 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $0 Shares 154 Est. Cost $22.80 Unrealized +8.8%
COP CONOCOPHILLIPS 0.0%
Value ($000) $0 Shares 48 Est. Cost $94.34 Unrealized -6.7%
BFLY BUTTERFLY NETWORK INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $11.55 Unrealized -80.1%
BZFD BUZZFEED INC 0.0%
Value ($000) $0 Shares 1,400 Est. Cost $2.11 Unrealized -6.4%
ADC AGREE RLTY CORP 0.0%
Value ($000) $0 Shares 48 Est. Cost $0.06 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.0%
Value ($000) $0 Shares 75 Est. Cost $0.03 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $55.35 Unrealized -8.1%
BITO PROSHARES TR 0.0%
Value ($000) $0 Shares 117 Est. Cost $0.03 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $66.33 Unrealized +50.8%
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $0 Shares 61 Est. Cost $37.42 Unrealized +3.0%
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $0 Shares 288 Est. Cost $9.63 Unrealized -2.1%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $0 Shares 86 Est. Cost $37.41 Unrealized -8.3%
HAL HALLIBURTON CO 0.0%
Value ($000) $0 Shares 134 Est. Cost $29.68 Unrealized -30.7%
REAVES UTIL INCOME FD 0.0%
Value ($000) $0 Shares 72 Est. Cost $0.04 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $217.13 Unrealized -30.7%
BIIB BIOGEN INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $378.09 Unrealized -67.0%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $108.08 Unrealized +36.4%
PFFA ETFIS SER TR I VIRTUS INFRCAP 0.0%
Value ($000) $0 Shares 142 Est. Cost $0.03 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 327 Est. Cost $11.98 Unrealized -31.6%
WPP WPP PLC NEW 0.0%
Value ($000) $0 Shares 86 Est. Cost $0.05 Unrealized
OGE OGE ENERGY CORP 0.0%
Value ($000) $0 Shares 37 Est. Cost $34.53 Unrealized +28.5%
DXCM DEXCOM INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $112.05 Unrealized -30.0%
EPR EPR PPTYS 0.0%
Value ($000) $0 Shares 29 Est. Cost $0.04 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $0 Shares 73 Est. Cost $45.45 Unrealized -31.3%
ETHE GRAYSCALE ETHEREUM TR ETH 0.0%
Value ($000) $0 Shares 93 Est. Cost $0.02 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $123.15 Unrealized -17.7%
CNC CENTENE CORP DEL 0.0%
Value ($000) $0 Shares 30 Est. Cost $66.53 Unrealized -11.9%
HIMS HIMS & HERS HEALTH INC 0.0%
Value ($000) $0 Shares 40 Est. Cost $45.20 Unrealized 0.0%
ARR ARMOUR RESIDENTIAL REIT INC 0.0%
Value ($000) $0 Shares 114 Est. Cost $0.02 Unrealized
URTH ISHARES INC MSCI WORLD ETF 0.0%
Value ($000) $0 Shares 14 Est. Cost $142.86 Unrealized
TORTOISE ENERGY INFRA CORP 0.0%
Value ($000) $0 Shares 35 Est. Cost $15.54 Unrealized
TTD THE TRADE DESK INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $78.05 Unrealized -18.2%
LLY ELI LILLY & CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $773.40 Unrealized 0.0%
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 0.0%
Value ($000) $0 Shares 84 Est. Cost $0.03 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $0 Shares 100 Est. Cost $15.34 Unrealized +16.7%
EFC ELLINGTON FINANCIAL INC 0.0%
Value ($000) $0 Shares 176 Est. Cost $0.01 Unrealized
MGK VANGUARD WORLD FD MEGA GRWTH IND 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.50 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $0 Shares 18 Est. Cost $0.06 Unrealized
SDGR SCHRODINGER INC 0.0%
Value ($000) $0 Shares 45 Est. Cost $19.42 Unrealized +17.5%
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $0 Shares 20 Est. Cost $49.02 Unrealized +12.8%
ELF E L F BEAUTY INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $177.70 Unrealized -52.0%
ACHC ACADIA HEALTHCARE COMPANY IN 0.0%
Value ($000) $0 Shares 40 Est. Cost $74.72 Unrealized -68.3%
FREL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 26 Est. Cost $41.74 Unrealized
SCHA SCHWAB STRATEGIC TR US SML CAP ETF 0.0%
Value ($000) $0 Shares 23 Est. Cost $0.04 Unrealized
ARKW ARK ETF TR NEXT GNRTN INTER 0.0%
Value ($000) $0 Shares 10 Est. Cost $0.10 Unrealized
GFI GOLD FIELDS LTD 0.0%
Value ($000) $0 Shares 57 Est. Cost $0.02 Unrealized
RXRX RECURSION PHARMACEUTICALS IN 0.0%
Value ($000) $0 Shares 141 Est. Cost $6.77 Unrealized -27.5%
ABR ARBOR REALTY TRUST INC 0.0%
Value ($000) $0 Shares 85 Est. Cost $0.01 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $0 Shares 15 Est. Cost $110.42 Unrealized
FNB F N B CORP 0.0%
Value ($000) $0 Shares 91 Est. Cost $12.81 Unrealized +3.5%
VICI VICI PPTYS INC 0.0%
Value ($000) $0 Shares 32 Est. Cost $29.22 Unrealized +4.5%
MDV MODIV INDUSTRIAL INC 0.0%
Value ($000) $0 Shares 105 Est. Cost $0.02 Unrealized
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.50 Unrealized
USFR WISDOMTREE TR FLOATNG RAT TREA 0.0%
Value ($000) $0 Shares 20 Est. Cost $0.05 Unrealized
PWR QUANTA SVCS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $320.76 Unrealized 0.0%
PNNT PENNANTPARK INVT CORP 0.0%
Value ($000) $0 Shares 124 Est. Cost $5.82 Unrealized +0.9%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 12 Est. Cost $83.33 Unrealized
HELO J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA 0.0%
Value ($000) $0 Shares 13 Est. Cost $0.08 Unrealized
ETH GRAYSCALE ETHEREUM MINI TR E 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.02 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $170.91 Unrealized -20.3%
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $0 Shares 55 Est. Cost $20.14 Unrealized -12.1%
TRGP TARGA RES CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $165.56 Unrealized 0.0%
PEN PENUMBRA INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $144.42 Unrealized +88.5%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $179.12 Unrealized +3.7%
TOST TOAST INC 0.0%
Value ($000) $0 Shares 18 Est. Cost $39.30 Unrealized 0.0%
SYM SYMBOTIC INC 0.0%
Value ($000) $0 Shares 36 Est. Cost $25.54 Unrealized +2.5%
OUT OUTFRONT MEDIA INC 0.0%
Value ($000) $0 Shares 57 Est. Cost $0.02 Unrealized
OS ONESTREAM INC 0.0%
Value ($000) $0 Shares 33 Est. Cost $24.90 Unrealized 0.0%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $123.69 Unrealized -1.4%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $136.41 Unrealized +17.4%
STAG STAG INDL INC 0.0%
Value ($000) $0 Shares 29 Est. Cost $0.04 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $0 Shares 3 Est. Cost $225.20 Unrealized -19.9%
APLD APPLIED DIGITAL CORP 0.0%
Value ($000) $0 Shares 89 Est. Cost $8.31 Unrealized -11.2%
NNOX NANO X IMAGING LTD 0.0%
Value ($000) $0 Shares 132 Est. Cost $6.40 Unrealized -20.4%
ECL ECOLAB INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $220.26 Unrealized +14.6%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost $83.95 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $0 Shares 17 Est. Cost $81.80 Unrealized -15.0%
WRB BERKLEY W R CORP 0.0%
Value ($000) $0 Shares 8 Est. Cost $69.95 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $433.57 Unrealized 0.0%
AOMR ANGEL OAK MORTGAGE REIT INC 0.0%
Value ($000) $0 Shares 55 Est. Cost $0.02 Unrealized
MIRM MIRUM PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $41.67 Unrealized +6.8%
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value ($000) $0 Shares 6 Est. Cost $73.42 Unrealized +19.5%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 46 Est. Cost $13.42 Unrealized -1.7%
SNPS SYNOPSYS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $393.04 Unrealized +18.5%
GOOD GLADSTONE COMMERCIAL CORP 0.0%
Value ($000) $0 Shares 69 Est. Cost $0.02 Unrealized
SN SHARKNINJA INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $55.82 Unrealized +54.9%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $0 Shares 45 Est. Cost $12.50 Unrealized +17.6%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $92.72 Unrealized -6.7%
IDVO AMPLIFY ETF TR CWP INTL ENHANCE 0.0%
Value ($000) $0 Shares 35 Est. Cost $0.03 Unrealized
MAT MATTEL INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $11.11 Unrealized +60.2%
CSL CARLISLE COS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $367.43 Unrealized 0.0%
GAIN GLADSTONE INVT CORP 0.0%
Value ($000) $0 Shares 93 Est. Cost $11.27 Unrealized +14.3%
SERV SERVE ROBOTICS INC 0.0%
Value ($000) $0 Shares 67 Est. Cost $10.50 Unrealized -16.3%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $292.46 Unrealized -4.5%
ALLY ALLY FINL INC 0.0%
Value ($000) $0 Shares 28 Est. Cost $35.06 Unrealized -3.7%
AGNC AGNC INVT CORP 0.0%
Value ($000) $0 Shares 143 Est. Cost $0.01 Unrealized
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $0 Shares 8 Est. Cost $0.13 Unrealized
TIDAL TR MSTR OP 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
MHK MOHAWK INDS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $104.26 Unrealized 0.0%
CNM CORE & MAIN INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $53.49 Unrealized 0.0%
GLPI GAMING & LEISURE PPTYS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
BEP BROOKFIELD RENEWABLE PARTNER 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $153.62 Unrealized 0.0%
ARKF ARK ETF TR 0.0%
Value ($000) $0 Shares 6 Est. Cost $50.53 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $0 Shares 18 Est. Cost $20.85 Unrealized -4.2%
AQN ALGONQUIN PWR UTILS CORP 0.0%
Value ($000) $0 Shares 60 Est. Cost $12.16 Unrealized -55.4%
APLE APPLE HOSPITALITY REIT INC 0.0%
Value ($000) $0 Shares 32 Est. Cost Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $180.39 Unrealized -12.7%
COHR COHERENT CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $60.12 Unrealized +19.7%
ACB AURORA CANNABIS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $3.87 Unrealized +25.2%
ITDI ISHARES TR LIFEPATH TGT2065 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
UAA UNDER ARMOUR INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $39.00 Unrealized -84.0%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $75.94 Unrealized 0.0%
STLA STELLANTIS N.V 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
IXC ISHARES TR GLOBAL ENERG ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $35.57 Unrealized
SRPT SAREPTA THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $122.55 Unrealized -65.2%
SONY SONY GROUP CORPORATION 0.0%
Value ($000) $0 Shares 10 Est. Cost $74.07 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $29.11 Unrealized +24.2%
XYZ BLOCK INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $91.37 Unrealized -36.3%
SE SEA LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $0 Shares 1 Est. Cost $25.62 Unrealized +41.3%
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 +104.1%
SCM STELLUS CAP INVT CORP 0.0%
Value ($000) $0 Shares 14 Est. Cost $14.09 Unrealized -6.2%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $350.35 Unrealized 0.0%
LXP INDUSTRIAL TRUST 0.0%
Value ($000) $0 Shares 51 Est. Cost Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $91.40 Unrealized -6.8%
RUM RUMBLE INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $10.96 Unrealized -22.0%
RSI RUSH STREET INTERACTIVE INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $8.01 Unrealized +55.0%
CUZ COUSINS PPTYS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $13.97 Unrealized -2.9%
VSH VISHAY INTERTECHNOLOGY INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $19.78 Unrealized -31.1%
PLUG PLUG POWER INC 0.0%
Value ($000) $0 Shares 35 Est. Cost $21.58 Unrealized -95.4%
PLD PROLOGIS INC. 0.0%
Value ($000) $0 Shares 4 Est. Cost $118.05 Unrealized -13.3%
FCEL FUELCELL ENERGY INC 0.0%
Value ($000) $0 Shares 33 Est. Cost $9.91 Unrealized -51.0%
DGRO ISHARES TR CORE DIV GRWTH 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
PENN PENN ENTERTAINMENT INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $54.67 Unrealized -71.3%
PANL PANGAEA LOGISTICS SOLUTION L 0.0%
Value ($000) $0 Shares 10 Est. Cost $4.44 Unrealized -2.3%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $57.50 Unrealized -28.4%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 22 Est. Cost $15.11 Unrealized -32.2%
NWBI NORTHWEST BANCSHARES INC MD 0.0%
Value ($000) $0 Shares 20 Est. Cost $6.54 Unrealized +75.4%
WERN WERNER ENTERPRISES INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $27.33 Unrealized 0.0%
WES WESTERN MIDSTREAM PARTNERS L 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $81.28 Unrealized 0.0%
MS MORGAN STANLEY 0.0%
Value ($000) $0 Shares 1 Est. Cost $120.96 Unrealized 0.0%
MNY MONEYHERO LIMITED 0.0%
Value ($000) $0 Shares 1 Est. Cost $2.07 Unrealized -63.6%
CELH CELSIUS HLDGS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $60.81 Unrealized -36.7%
GTLB GITLAB INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $45.73 Unrealized 0.0%
HAS HASBRO INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $62.72 Unrealized -1.8%
BRBR BELLRING BRANDS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $66.72 Unrealized 0.0%
BOTZ GLOBAL X FDS 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized