Roble, Belko & Company, Inc Diversified Active

CIK: 0001642305 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 24, 2025

Total Value ($000): $738 (100.0% shares, 0.0% debt)

Holdings (469)

VTI VANGUARD INDEX FDS 18.5%
Value ($000) $137 Shares 416,540 Est. Cost $88.61 Unrealized
VXUS VANGUARD STAR FDS 9.2%
Value ($000) $68 Shares 925,561 Est. Cost $26.44 Unrealized
VEA VANGUARD TAX-MANAGED FDS 5.9%
Value ($000) $43 Shares 722,642 Est. Cost $30.51 Unrealized
BND VANGUARD BD INDEX FDS 4.8%
Value ($000) $35 Shares 474,011 Est. Cost $0.07 Unrealized
VEU VANGUARD INTL EQUITY INDEX 4.1%
Value ($000) $30 Shares 424,667 Est. Cost $44.75 Unrealized
VYM VANGUARD WHITEHALL FDS 4.1%
Value ($000) $30 Shares 212,800 Est. Cost $61.25 Unrealized
XLK SELECT SECTOR SPDR TR 3.8%
Value ($000) $28 Shares 98,828 Est. Cost $41.82 Unrealized
VV VANGUARD INDEX FDS 3.7%
Value ($000) $27 Shares 88,472 Est. Cost $99.17 Unrealized
SPY SPDR S&P 500 ETF TR 3.6%
Value ($000) $27 Shares 39,931 Est. Cost $210.62 Unrealized
SPTM SPDR SER TR PORTFOLI S&P1500 3.3%
Value ($000) $24 Shares 300,021 Est. Cost $0.74 Unrealized
IWF ISHARES TR RUS 1000 GRW 3.3%
Value ($000) $24 Shares 51,653 Est. Cost $98.91 Unrealized
ICSH ISHARES TR BLACKROCK ULTRA 2.7%
Value ($000) $20 Shares 392,899 Est. Cost $17.64 Unrealized
VNQ VANGUARD INDEX FDS 2.7%
Value ($000) $20 Shares 215,796 Est. Cost $51.93 Unrealized
SCHB SCHWAB STRATEGIC TR 2.6%
Value ($000) $19 Shares 750,348 Est. Cost $18.61 Unrealized
VGIT VANGUARD SCOTTSDALE 2.1%
Value ($000) $16 Shares 260,543 Est. Cost $17.19 Unrealized
IWV ISHARES TR RUSSELL 3000 ETF 1.9%
Value ($000) $14 Shares 36,350 Est. Cost $123.70 Unrealized
SPDW SPDR INDEX SHS FDS PORTFOLIO DEVLPD 1.6%
Value ($000) $12 Shares 274,784 Est. Cost $0.04 Unrealized
VWO VANGUARD INTL EQUITY INDEX 1.6%
Value ($000) $12 Shares 214,850 Est. Cost $26.00 Unrealized
SCHF SCHWAB STRATEGIC TR 1.6%
Value ($000) $12 Shares 499,614 Est. Cost $2.65 Unrealized
OEF ISHARES TR S&P 100 1.4%
Value ($000) $10 Shares 31,360 Est. Cost $93.16 Unrealized
SCHP SCHWAB STRATEGIC TR US TIPS ETF 1.4%
Value ($000) $10 Shares 385,595 Est. Cost $0.03 Unrealized
ITOT ISHARES TR CORE S&P TTL STK 1.4%
Value ($000) $10 Shares 70,153 Est. Cost $53.00 Unrealized
IWB ISHARES TR RUS 1000 ETF 0.9%
Value ($000) $6 Shares 17,183 Est. Cost $136.01 Unrealized
IEFA ISHARES TR CORE MSCI EAFE 0.7%
Value ($000) $6 Shares 63,040 Est. Cost $56.32 Unrealized
TJX TJX COS INC NEW 0.6%
Value ($000) $5 Shares 31,478 Est. Cost $48.67 Unrealized +171.8%
VGSH VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $4 Shares 65,662 Est. Cost $3.41 Unrealized
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $4 Shares 6,465 Est. Cost $387.87 Unrealized +47.9%
IXUS ISHARES TR CORE MSCI TOTAL 0.5%
Value ($000) $3 Shares 42,190 Est. Cost $25.47 Unrealized
VB VANGUARD INDEX FDS 0.5%
Value ($000) $3 Shares 13,679 Est. Cost $112.22 Unrealized
EFA ISHARES TR MSCI EAFE ETF 0.4%
Value ($000) $3 Shares 34,668 Est. Cost $60.39 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.4%
Value ($000) $3 Shares 35,402 Est. Cost $0.11 Unrealized
SDY SPDR SER TR S&P DIVID ETF 0.4%
Value ($000) $3 Shares 19,565 Est. Cost $89.87 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $3 Shares 9,371 Est. Cost $173.07 Unrealized +50.0%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $3 Shares 4,190 Est. Cost $226.33 Unrealized
MSFT MICROSOFT CORP 0.3%
Value ($000) $3 Shares 4,865 Est. Cost $229.18 Unrealized +122.0%
IVE ISHARES TR S&P 500 VAL ETF 0.3%
Value ($000) $2 Shares 11,238 Est. Cost $90.60 Unrealized
IWR ISHARES TR RUS MID CAP ETF 0.3%
Value ($000) $2 Shares 20,403 Est. Cost $8.51 Unrealized
USRT ISHARES TR CRE U S REIT ETF 0.3%
Value ($000) $2 Shares 33,221 Est. Cost $6.88 Unrealized
JPST J P MORGAN EXCHANGE 0.3%
Value ($000) $2 Shares 36,831 Est. Cost $25.87 Unrealized
IVV ISHARES TR CORE S&P500 0.2%
Value ($000) $2 Shares 2,686 Est. Cost $255.24 Unrealized
IEMG ISHARES INC CORE MSCI EMKT 0.2%
Value ($000) $2 Shares 24,005 Est. Cost $44.57 Unrealized
GOVT ISHARES TR US TREAS BD ETF 0.2%
Value ($000) $2 Shares 65,353 Est. Cost $0.02 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1 Shares 2,771 Est. Cost $419.75 Unrealized +15.4%
VXF VANGUARD INDEX FDS 0.2%
Value ($000) $1 Shares 6,429 Est. Cost $76.50 Unrealized
VUSB VANGUARD BD INDEX FDS 0.2%
Value ($000) $1 Shares 25,942 Est. Cost $41.08 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $1 Shares 5,525 Est. Cost $158.22 Unrealized +27.6%
AAPL APPLE INC 0.2%
Value ($000) $1 Shares 5,019 Est. Cost $142.29 Unrealized +58.5%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $1 Shares 2,037 Est. Cost $166.08 Unrealized
EEM ISHARES TR MSCI EMG MKT ETF 0.1%
Value ($000) $1 Shares 20,072 Est. Cost $25.82 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $1 Shares 3,725 Est. Cost $48.09 Unrealized +428.6%
IBDU ISHARES TR IBONDS DEC 29 0.1%
Value ($000) $1 Shares 43,439 Est. Cost $0.94 Unrealized
MINT PIMCO ETF TR 0.1%
Value ($000) $1 Shares 10,118 Est. Cost $21.46 Unrealized
ISHARES TR IBONDS DEC25 0.1%
Value ($000) $1 Shares 39,023 Est. Cost $9.94 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $1 Shares 5,287 Est. Cost $118.72 Unrealized +42.7%
SCHH SCHWAB STRATEGIC TR 0.1%
Value ($000) $1 Shares 38,026 Est. Cost $4.32 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $1 Shares 3,708 Est. Cost $148.80 Unrealized +52.1%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1 Shares 5,658 Est. Cost $6.15 Unrealized
SHV ISHARES TR SHORT TREAS BD 0.1%
Value ($000) $1 Shares 7,033 Est. Cost $0.11 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $1 Shares 2,419 Est. Cost $157.32 Unrealized +88.1%
IWD ISHARES TR RUS 1000 VAL ETF 0.1%
Value ($000) $1 Shares 3,705 Est. Cost $111.48 Unrealized
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $1 Shares 14,654 Est. Cost $34.41 Unrealized
MGC VANGUARD WORLD FDS 0.1%
Value ($000) $1 Shares 3,038 Est. Cost $7.21 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $1 Shares 5,324 Est. Cost $73.34 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 0.1%
Value ($000) $1 Shares 55,084 Est. Cost $0.01 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1 Shares 6,350 Est. Cost $60.66 Unrealized +80.8%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $1 Shares 9,036 Est. Cost $49.29 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $1 Shares 2,875 Est. Cost $117.25 Unrealized +79.0%
OKE ONEOK INC NEW 0.1%
Value ($000) $1 Shares 9,338 Est. Cost $66.73 Unrealized +12.5%
NEAR ISHARES U S ETF TR BLACKROCK ST MAT 0.1%
Value ($000) $1 Shares 13,180 Est. Cost $48.59 Unrealized
IJR ISHARES TR CORE S&P SCP 0.1%
Value ($000) $1 Shares 5,608 Est. Cost $47.10 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1 Shares 3,549 Est. Cost $151.75 Unrealized +11.7%
IUSV ISHARES TR CORE S&P US VLU 0.1%
Value ($000) $1 Shares 5,915 Est. Cost $75.73 Unrealized
IBDV ISHARES TR IBONDS DEC 2030 0.1%
Value ($000) $1 Shares 26,402 Est. Cost $0.02 Unrealized
IBDT ISHARES TR IBDS DEC28 ETF 0.1%
Value ($000) $1 Shares 22,896 Est. Cost $11.46 Unrealized
IBDR ISHARES TR IBONDS DEC2026 0.1%
Value ($000) $1 Shares 23,804 Est. Cost $10.71 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $1 Shares 3,000 Est. Cost $133.23 Unrealized +26.9%
IJT ISHARES TR S&P SML 600 GWT 0.1%
Value ($000) $0 Shares 3,530 Est. Cost $37.99 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $0 Shares 2,805 Est. Cost $135.47 Unrealized +16.0%
IBDW ISHARES TR IBONDS DEC 2031 0.1%
Value ($000) $0 Shares 20,992 Est. Cost $0.02 Unrealized
IBDS ISHARES TR IBONDS 27 0.1%
Value ($000) $0 Shares 16,891 Est. Cost $15.46 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $0 Shares 4,002 Est. Cost $52.07 Unrealized +80.8%
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 11,531 Est. Cost $23.07 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $0 Shares 1,231 Est. Cost $166.10 Unrealized +80.7%
IYW ISHARES TR 0.1%
Value ($000) $0 Shares 1,927 Est. Cost $85.79 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $0 Shares 2,295 Est. Cost $120.72 Unrealized +28.3%
CSCO CISCO SYS INC 0.0%
Value ($000) $0 Shares 5,116 Est. Cost $40.55 Unrealized +66.2%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $0 Shares 4,167 Est. Cost $76.49 Unrealized +15.2%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $0 Shares 1,604 Est. Cost $168.30 Unrealized +16.3%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $0 Shares 1,566 Est. Cost $155.65 Unrealized +31.1%
IBDX ISHARES TR IBONDS DEC 2032 0.0%
Value ($000) $0 Shares 11,397 Est. Cost $0.03 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $0 Shares 617 Est. Cost $270.09 Unrealized +28.4%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $0 Shares 2,182 Est. Cost $67.99 Unrealized +76.2%
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 2,078 Est. Cost $16.21 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $0 Shares 283 Est. Cost $35.68 Unrealized +423.5%
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $86.38 Unrealized +28.9%
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $0 Shares 6,477 Est. Cost $27.02 Unrealized
HEI/A HEICO CORP NEW 0.0%
Value ($000) $0 Shares 922 Est. Cost $135.19 Unrealized +84.8%
GOOGL ALPHABET INC 0.0%
Value ($000) $0 Shares 949 Est. Cost $114.32 Unrealized +83.0%
BLACKROCK ENHANCED EQUITY DI 0.0%
Value ($000) $0 Shares 24,762 Est. Cost $2.94 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 1,577 Est. Cost $109.54 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.0%
Value ($000) $0 Shares 900 Est. Cost $78.38 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $0 Shares 3,166 Est. Cost $42.78 Unrealized +68.7%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 7,726 Est. Cost $12.05 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $0 Shares 713 Est. Cost $134.33 Unrealized +121.7%
DFIV DIMENSIONAL ETF TRUST INTERNATNAL VAL 0.0%
Value ($000) $0 Shares 4,489 Est. Cost $32.79 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $0 Shares 1,266 Est. Cost $67.37 Unrealized +145.2%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $0 Shares 1,096 Est. Cost $125.44 Unrealized +38.9%
JEPI J P MORGAN EQUITY PREMIUM 0.0%
Value ($000) $0 Shares 3,548 Est. Cost $0.06 Unrealized
VIG VANGUARD SPECIALIZED 0.0%
Value ($000) $0 Shares 880 Est. Cost $80.24 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $0 Shares 258 Est. Cost $275.63 Unrealized +169.7%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $0 Shares 727 Est. Cost $120.79 Unrealized +115.7%
BA BOEING CO 0.0%
Value ($000) $0 Shares 823 Est. Cost $193.07 Unrealized +16.8%
DLN WISDOMTREE TR US LARGECAP DIVD 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $0.07 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $0 Shares 1,088 Est. Cost $140.40 Unrealized +8.5%
SHY ISHARES TR 1 3 YR TREAS BD 0.0%
Value ($000) $0 Shares 1,999 Est. Cost $0.08 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $0 Shares 394 Est. Cost $205.10 Unrealized +89.7%
IJH ISHARES TR CORE S&P MCP ETF 0.0%
Value ($000) $0 Shares 2,327 Est. Cost $17.06 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $0 Shares 2,006 Est. Cost $63.54 Unrealized +6.7%
ENB ENBRIDGE INC 0.0%
Value ($000) $0 Shares 2,973 Est. Cost $23.68 Unrealized +94.8%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $0 Shares 1,890 Est. Cost $39.19 Unrealized
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $0 Shares 204 Est. Cost $168.32 Unrealized +350.8%
FSTR FOSTER L B CO 0.0%
Value ($000) $0 Shares 5,000 Est. Cost $17.09 Unrealized +44.9%
VTV VANGUARD INDEX FDS VALUE 0.0%
Value ($000) $0 Shares 706 Est. Cost $0.18 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $0 Shares 929 Est. Cost $113.78 Unrealized +23.4%
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 2,114 Est. Cost $30.24 Unrealized +83.7%
ETN EATON CORP PLC 0.0%
Value ($000) $0 Shares 330 Est. Cost $99.85 Unrealized +263.8%
GLW CORNING INC 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $33.60 Unrealized +93.4%
VUG VANGUARD INDEX FDS GROWTH 0.0%
Value ($000) $0 Shares 251 Est. Cost $0.48 Unrealized
SRE SEMPRA 0.0%
Value ($000) $0 Shares 1,316 Est. Cost $52.96 Unrealized +50.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $0 Shares 421 Est. Cost $28.57 Unrealized
MET METLIFE INC 0.0%
Value ($000) $0 Shares 1,430 Est. Cost $75.82 Unrealized +2.8%
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $0 Shares 1,302 Est. Cost $55.22 Unrealized
V VISA INC 0.0%
Value ($000) $0 Shares 338 Est. Cost $227.14 Unrealized +52.0%
COST COSTCO WHSL CORP 0.0%
Value ($000) $0 Shares 123 Est. Cost $956.70 Unrealized 0.0%
T AT&T INC 0.0%
Value ($000) $0 Shares 3,920 Est. Cost $20.06 Unrealized +39.9%
IAU ISHARES GOLD TR ISHARES NEW 0.0%
Value ($000) $0 Shares 1,493 Est. Cost $16.97 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 279 Est. Cost $154.43 Unrealized +170.6%
SO SOUTHERN CO 0.0%
Value ($000) $0 Shares 1,154 Est. Cost $84.51 Unrealized +9.1%
PFE PFIZER INC 0.0%
Value ($000) $0 Shares 4,161 Est. Cost $27.00 Unrealized -10.6%
FISV FISERV INC 0.0%
Value ($000) $0 Shares 800 Est. Cost $170.82 Unrealized -16.1%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $94.78 Unrealized +4.6%
KO COCA COLA CO 0.0%
Value ($000) $0 Shares 1,481 Est. Cost $63.65 Unrealized +6.7%
FDX FEDEX CORP 0.0%
Value ($000) $0 Shares 405 Est. Cost $236.04 Unrealized -3.3%
CLX CLOROX CO DEL 0.0%
Value ($000) $0 Shares 767 Est. Cost $138.34 Unrealized -11.6%
MCD MCDONALDS CORP 0.0%
Value ($000) $0 Shares 314 Est. Cost $290.72 Unrealized +3.7%
AVGO BROADCOM INC 0.0%
Value ($000) $0 Shares 282 Est. Cost $233.30 Unrealized +31.0%
SPLV INVESCO EXCH TRADED FD 0.0%
Value ($000) $0 Shares 1,230 Est. Cost $47.55 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $0 Shares 677 Est. Cost $71.31 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $0 Shares 622 Est. Cost $67.20 Unrealized +109.1%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $0 Shares 1,870 Est. Cost $39.67 Unrealized +7.1%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 477 Est. Cost $76.76 Unrealized +66.5%
GRAL GRAIL INC 0.0%
Value ($000) $0 Shares 1,324 Est. Cost $36.20 Unrealized +5.6%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 323 Est. Cost $98.88 Unrealized
WSBC WESBANCO INC 0.0%
Value ($000) $0 Shares 2,399 Est. Cost $33.12 Unrealized -3.7%
ABT ABBOTT LABS 0.0%
Value ($000) $0 Shares 549 Est. Cost $115.48 Unrealized +13.1%
PPL PPL CORP 0.0%
Value ($000) $0 Shares 1,954 Est. Cost $29.23 Unrealized +21.2%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $0 Shares 407 Est. Cost $116.09 Unrealized +72.6%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $0 Shares 295 Est. Cost $89.16 Unrealized +177.3%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $0 Shares 660 Est. Cost $54.58 Unrealized +88.4%
GBTC GRAYSCALE BITCOIN TR BTC 0.0%
Value ($000) $0 Shares 738 Est. Cost $0.06 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $0 Shares 137 Est. Cost $365.89 Unrealized +16.3%
LOW LOWES COS INC 0.0%
Value ($000) $0 Shares 250 Est. Cost $198.04 Unrealized +23.3%
GLD SPDR GOLD TR 0.0%
Value ($000) $0 Shares 177 Est. Cost $45.26 Unrealized
IWN ISHARES TR RUS 2000 VAL ETF 0.0%
Value ($000) $0 Shares 340 Est. Cost $104.55 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $0 Shares 201 Est. Cost $40.84 Unrealized +589.2%
HSY HERSHEY CO 0.0%
Value ($000) $0 Shares 309 Est. Cost $159.26 Unrealized +12.8%
MDT MEDTRONIC PLC 0.0%
Value ($000) $0 Shares 531 Est. Cost $87.24 Unrealized +4.6%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $0 Shares 146 Est. Cost $346.42 Unrealized -13.7%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $0 Shares 639 Est. Cost $30.06 Unrealized +3.6%
ESGV VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 422 Est. Cost $62.67 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $0 Shares 213 Est. Cost $189.55 Unrealized +17.7%
BLK BLACKROCK INC 0.0%
Value ($000) $0 Shares 43 Est. Cost $1008.87 Unrealized +9.9%
JEPQ J P MORGAN NASDAQ EQT PREM 0.0%
Value ($000) $0 Shares 871 Est. Cost $0.05 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 271 Est. Cost $130.29 Unrealized +24.4%
CMI CUMMINS INC 0.0%
Value ($000) $0 Shares 114 Est. Cost $346.08 Unrealized +10.0%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $0 Shares 618 Est. Cost $69.99 Unrealized +11.6%
SCHG SCHWAB STRATEGIC TR US LCAP GR ETF 0.0%
Value ($000) $0 Shares 1,492 Est. Cost $0.04 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $0 Shares 334 Est. Cost $23.56 Unrealized +453.4%
QQQJ INVESCO EXCH TRADED FD 0.0%
Value ($000) $0 Shares 1,291 Est. Cost $8.59 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $0 Shares 512 Est. Cost $93.35 Unrealized +3.6%
EZU ISHARES INC MSCI 0.0%
Value ($000) $0 Shares 738 Est. Cost $0.04 Unrealized
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $0 Shares 500 Est. Cost $84.97 Unrealized +4.5%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $0 Shares 1,200 Est. Cost $23.71 Unrealized +44.8%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 155 Est. Cost $167.74 Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $0 Shares 250 Est. Cost $97.15 Unrealized +37.2%
DDOG DATADOG INC 0.0%
Value ($000) $0 Shares 261 Est. Cost $101.72 Unrealized +35.4%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 794 Est. Cost $54.63 Unrealized -16.7%
SCHR SCHWAB STRATEGIC TR INT-TRM U.S TRES 0.0%
Value ($000) $0 Shares 1,444 Est. Cost $0.03 Unrealized
BURL BURLINGTON STORES INC 0.0%
Value ($000) $0 Shares 143 Est. Cost $80.72 Unrealized +236.5%
VSGX VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 499 Est. Cost $56.51 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $0 Shares 423 Est. Cost $83.37 Unrealized -2.8%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $0 Shares 69 Est. Cost $92.61 Unrealized +450.8%
KHC KRAFT HEINZ 0.0%
Value ($000) $0 Shares 1,306 Est. Cost $28.46 Unrealized -6.9%
PPG PPG INDS INC 0.0%
Value ($000) $0 Shares 320 Est. Cost $128.15 Unrealized -14.2%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $0 Shares 71 Est. Cost $516.86 Unrealized -10.1%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $0 Shares 54 Est. Cost $200.65 Unrealized +180.7%
MO ALTRIA GROUP INC 0.0%
Value ($000) $0 Shares 500 Est. Cost $27.79 Unrealized +121.0%
WMT WALMART INC 0.0%
Value ($000) $0 Shares 322 Est. Cost $87.68 Unrealized +13.2%
AGG ISHARES TR CORE US AGGBD ET 0.0%
Value ($000) $0 Shares 334 Est. Cost $0.10 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 366 Est. Cost $25.96 Unrealized
DOW DOW INC 0.0%
Value ($000) $0 Shares 1,391 Est. Cost $38.71 Unrealized -37.2%
NFLX NETFLIX INC 0.0%
Value ($000) $0 Shares 27 Est. Cost $107.61 Unrealized +13.4%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $2460.41 Unrealized +126.1%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 42 Est. Cost $179.62 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $0 Shares 103 Est. Cost $211.93 Unrealized +28.7%
STXS STEREOTAXIS INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $1.85 Unrealized +39.7%
D DOMINION ENERGY INC 0.0%
Value ($000) $0 Shares 500 Est. Cost $54.04 Unrealized +7.9%
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $0 Shares 2,561 Est. Cost $19.33 Unrealized -45.6%
UNILEVER PLC 0.0%
Value ($000) $0 Shares 530 Est. Cost $50.45 Unrealized
IBIT ISHARES BITCOIN TR 0.0%
Value ($000) $0 Shares 459 Est. Cost $0.06 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $0 Shares 183 Est. Cost $170.66 Unrealized -5.4%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $0 Shares 239 Est. Cost $129.79 Unrealized -2.3%
MOD MODINE MFG CO 0.0%
Value ($000) $0 Shares 210 Est. Cost $89.24 Unrealized +42.6%
GSK GSK PLC 0.0%
Value ($000) $0 Shares 685 Est. Cost $7.06 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $0 Shares 131 Est. Cost $185.05 Unrealized +17.7%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $0 Shares 124 Est. Cost $125.56 Unrealized +78.1%
CME CME GROUP INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $204.50 Unrealized +32.0%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $0 Shares 408 Est. Cost $50.21 Unrealized +33.2%
WMB WILLIAMS COS INC 0.0%
Value ($000) $0 Shares 400 Est. Cost $51.72 Unrealized +11.8%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $0 Shares 458 Est. Cost $17.56 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $0 Shares 218 Est. Cost $70.79 Unrealized +58.6%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $0 Shares 314 Est. Cost $31.80 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $0 Shares 360 Est. Cost $46.61 Unrealized +33.9%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $0 Shares 176 Est. Cost $85.57 Unrealized +64.5%
EMR EMERSON ELEC CO 0.0%
Value ($000) $0 Shares 176 Est. Cost $122.20 Unrealized +10.9%
PSX PHILLIPS 66 0.0%
Value ($000) $0 Shares 161 Est. Cost $93.84 Unrealized +34.7%
EME EMCOR GROUP INC 0.0%
Value ($000) $0 Shares 33 Est. Cost $440.85 Unrealized +37.5%
SMH VANECK ETF TRUST SEMICONDUCTR ETF 0.0%
Value ($000) $0 Shares 64 Est. Cost $0.28 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $0 Shares 1,071 Est. Cost $10.87 Unrealized +25.4%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $0 Shares 102 Est. Cost $45.53 Unrealized +393.2%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $0 Shares 120 Est. Cost $87.10 Unrealized +83.7%
ETSY ETSY INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $81.58 Unrealized -26.8%
AIQ GLOBAL X FDS ARTIFICIAL 0.0%
Value ($000) $0 Shares 407 Est. Cost $0.04 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $0 Shares 25 Est. Cost $538.33 Unrealized +36.6%
APPLIED THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 30,841 Est. Cost $0.00 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $0 Shares 270 Est. Cost $52.28 Unrealized +37.4%
HDB HDFC BANK LTD 0.0%
Value ($000) $0 Shares 496 Est. Cost $30.26 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $50.99 Unrealized +189.9%
WD WALKER & DUNLOP INC 0.0%
Value ($000) $0 Shares 199 Est. Cost $76.18 Unrealized +4.1%
TAN INVESCO EXCH TRADED FD 0.0%
Value ($000) $0 Shares 374 Est. Cost $23.14 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $0 Shares 188 Est. Cost $88.61 Unrealized -0.1%
ECL ECOLAB INC 0.0%
Value ($000) $0 Shares 53 Est. Cost $267.49 Unrealized +1.1%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 156 Est. Cost $82.13 Unrealized +13.9%
SON SONOCO PRODS CO 0.0%
Value ($000) $0 Shares 353 Est. Cost $45.25 Unrealized +0.2%
GWW GRAINGER W W INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $1000.75 Unrealized 0.0%
GEV GE VERNOVA INC 0.0%
Value ($000) $0 Shares 24 Est. Cost $390.95 Unrealized +54.9%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $0 Shares 96 Est. Cost $114.81 Unrealized +33.8%
URI UNITED RENTALS INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $888.48 Unrealized 0.0%
PCTY PAYLOCITY HLDG CORP 0.0%
Value ($000) $0 Shares 89 Est. Cost $37.23 Unrealized +375.6%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost $56.28 Unrealized +148.8%
INTC INTEL CORP 0.0%
Value ($000) $0 Shares 410 Est. Cost $40.93 Unrealized -40.8%
SPYI NEOS ETF TRUST NEOS S&P 500 HI 0.0%
Value ($000) $0 Shares 260 Est. Cost $0.05 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $0 Shares 85 Est. Cost $74.39 Unrealized +107.4%
CASY CASEYS GEN STORES INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $521.89 Unrealized 0.0%
CHAT TIDAL TR ROUNDHILL GENER 0.0%
Value ($000) $0 Shares 216 Est. Cost $0.05 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $0 Shares 208 Est. Cost $51.09 Unrealized +11.4%
VBR VANGUARD INDEX SM CP VAL 0.0%
Value ($000) $0 Shares 64 Est. Cost $0.17 Unrealized
ARKQ ARK ETF TR AUTNMUS TECHNLGY 0.0%
Value ($000) $0 Shares 119 Est. Cost $0.09 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $0 Shares 17 Est. Cost $745.91 Unrealized -0.5%
ASML ASML HOLDING N V 0.0%
Value ($000) $0 Shares 13 Est. Cost $1.77 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $0 Shares 239 Est. Cost $57.91 Unrealized -14.6%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $0 Shares 37 Est. Cost $315.24 Unrealized +0.4%
CB CHUBB LIMITED 0.0%
Value ($000) $0 Shares 44 Est. Cost $275.21 Unrealized 0.0%
CPK CHESAPEAKE UTILS CORP 0.0%
Value ($000) $0 Shares 90 Est. Cost $98.22 Unrealized +25.2%
BAI BLACKROCK ETF TRUST ISHARES A I INNO 0.0%
Value ($000) $0 Shares 363 Est. Cost $0.03 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $0 Shares 40 Est. Cost $83.99 Unrealized +228.7%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $74.62 Unrealized +215.0%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $42.44 Unrealized +154.9%
BTC GRAYSCALE BITCOIN MINI TR BT 0.0%
Value ($000) $0 Shares 211 Est. Cost $0.04 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $0 Shares 452 Est. Cost $9.07 Unrealized +141.1%
HLN HALEON PLC 0.0%
Value ($000) $0 Shares 1,177 Est. Cost $4.25 Unrealized
HPQ HP INC 0.0%
Value ($000) $0 Shares 400 Est. Cost $9.70 Unrealized +169.4%
XAIX DBX ETF TR XTRACKERS ARTIFI 0.0%
Value ($000) $0 Shares 271 Est. Cost $0.04 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $201.44 Unrealized +68.3%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $734.84 Unrealized 0.0%
PPA INVESCO EXCHANGE TRADED FD TAEROSPACE DEFN 0.0%
Value ($000) $0 Shares 65 Est. Cost $0.15 Unrealized
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $0 Shares 55 Est. Cost $145.60 Unrealized +32.9%
DVY ISHARES TR SELECT DIVID ETF 0.0%
Value ($000) $0 Shares 68 Est. Cost $0.13 Unrealized
MSA MSA SAFETY INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $161.14 Unrealized +7.3%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $1762.98 Unrealized +36.2%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $0 Shares 37 Est. Cost $238.95 Unrealized 0.0%
QQQI NEOS ETF TRUST NASDAQ 100 HIGH 0.0%
Value ($000) $0 Shares 175 Est. Cost $0.05 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $0 Shares 81 Est. Cost $89.35 Unrealized +30.9%
DHT DHT HOLDINGS INC 0.0%
Value ($000) $0 Shares 683 Est. Cost $10.68 Unrealized +5.9%
LIN LINDE PLC 0.0%
Value ($000) $0 Shares 16 Est. Cost $470.63 Unrealized 0.0%
VCIT VANGUARD SCOTTSDALE FDS INT-TERM CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.08 Unrealized
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $244.59 Unrealized +51.7%
TMUS T-MOBILE US INC 0.0%
Value ($000) $0 Shares 35 Est. Cost $240.31 Unrealized 0.0%
KMT KENNAMETAL INC 0.0%
Value ($000) $0 Shares 400 Est. Cost $24.51 Unrealized -9.9%
TT TRANE TECHNOLOGIES 0.0%
Value ($000) $0 Shares 20 Est. Cost $426.60 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $0 Shares 81 Est. Cost $56.98 Unrealized +81.2%
CCI CROWN CASTLE INC 0.0%
Value ($000) $0 Shares 72 Est. Cost $127.33 Unrealized -22.2%
ETHA ISHARES ETHEREUM TR 0.0%
Value ($000) $0 Shares 235 Est. Cost $0.03 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $0 Shares 35 Est. Cost $189.67 Unrealized +0.9%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $257.33 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $0 Shares 11 Est. Cost $323.52 Unrealized
HDV ISHARES TR CORE HIGH DV ETF 0.0%
Value ($000) $0 Shares 60 Est. Cost $105.59 Unrealized
BITO PROSHARES TR 0.0%
Value ($000) $0 Shares 331 Est. Cost $0.02 Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 130 Est. Cost $56.21 Unrealized -13.2%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $0 Shares 18 Est. Cost $359.30 Unrealized -0.2%
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $314.76 Unrealized -41.5%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 21 Est. Cost $271.37 Unrealized 0.0%
EKSO EKSO BIONICS HLDGS INC 0.0%
Value ($000) $0 Shares 1,143 Est. Cost $5.23 Unrealized -27.6%
ROBO EXCHANGE TRADED CONCEPTS TRU ROBO GLB ETF 0.0%
Value ($000) $0 Shares 87 Est. Cost $0.06 Unrealized
ROBT FIRST TR EXCHANGE TRADED FD NASDQ ARTFCIAL 0.0%
Value ($000) $0 Shares 108 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
DIVO AMPLIFY ETF TR CWP ENHANCED DIV 0.0%
Value ($000) $0 Shares 134 Est. Cost $0.04 Unrealized
ETH GRAYSCALE ETHEREUM MINI TR E 0.0%
Value ($000) $0 Shares 160 Est. Cost $0.03 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $0 Shares 74 Est. Cost $65.14 Unrealized -2.7%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $0 Shares 154 Est. Cost $30.56 Unrealized +2.5%
PAYX PAYCHEX INC 0.0%
Value ($000) $0 Shares 42 Est. Cost $137.17 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $533.84 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $0 Shares 14 Est. Cost $313.76 Unrealized 0.0%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.0%
Value ($000) $0 Shares 114 Est. Cost $0.03 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $0 Shares 45 Est. Cost $104.19 Unrealized 0.0%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $0 Shares 57 Est. Cost $80.98 Unrealized +32.1%
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $0 Shares 326 Est. Cost $10.05 Unrealized +32.0%
SHOP SHOPIFY INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $66.33 Unrealized +104.4%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $0 Shares 154 Est. Cost $22.80 Unrealized +4.4%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $108.08 Unrealized +52.9%
FENY FIDELITY COVINGTON TRUST MSCI ENERGY IDX 0.0%
Value ($000) $0 Shares 168 Est. Cost $0.02 Unrealized
SYM SYMBOTIC INC 0.0%
Value ($000) $0 Shares 70 Est. Cost $37.68 Unrealized +34.1%
FLRN SPDR SER TR 0.0%
Value ($000) $0 Shares 130 Est. Cost $30.48 Unrealized
REAVES UTIL INCOME FD 0.0%
Value ($000) $0 Shares 93 Est. Cost $0.04 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $0 Shares 138 Est. Cost $33.74 Unrealized -1.7%
COP CONOCOPHILLIPS 0.0%
Value ($000) $0 Shares 47 Est. Cost $94.34 Unrealized -1.1%
GDX VANECK ETF TRUST GOLD MINERS ETF 0.0%
Value ($000) $0 Shares 58 Est. Cost $0.05 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $217.13 Unrealized -16.3%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $522.87 Unrealized -8.2%
BIIB BIOGEN INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $378.09 Unrealized -64.2%
BFLY BUTTERFLY NETWORK INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $11.55 Unrealized -85.3%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 327 Est. Cost $11.98 Unrealized -20.2%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $0 Shares 86 Est. Cost $37.41 Unrealized -14.7%
ADC AGREE RLTY CORP 0.0%
Value ($000) $0 Shares 48 Est. Cost $0.06 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $0 Shares 73 Est. Cost $45.45 Unrealized -26.0%
AMGN AMGEN INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $286.59 Unrealized 0.0%
DHI D RHORTON INC 0.0%
Value ($000) $0 Shares 17 Est. Cost $156.63 Unrealized 0.0%
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $0 Shares 72 Est. Cost $39.00 Unrealized +22.4%
APLD APPLIED DIGITAL CORP 0.0%
Value ($000) $0 Shares 111 Est. Cost $9.60 Unrealized +54.3%
LTC LTC PPTYS INC 0.0%
Value ($000) $0 Shares 81 Est. Cost $0.04 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $123.15 Unrealized +4.9%
ETHE GRAYSCALE ETHEREUM TR ETH 0.0%
Value ($000) $0 Shares 93 Est. Cost $0.02 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $0 Shares 134 Est. Cost $29.68 Unrealized -26.3%
URTH ISHARES INC MSCI WORLD ETF 0.0%
Value ($000) $0 Shares 14 Est. Cost $142.86 Unrealized
HIMS HIMS & HERS HEALTH INC 0.0%
Value ($000) $0 Shares 40 Est. Cost $45.20 Unrealized +13.4%
XOP SPDR SERIES TRUST S&P OILGAS EXP 0.0%
Value ($000) $0 Shares 13 Est. Cost $0.13 Unrealized
GFI GOLD FIELDS LTD 0.0%
Value ($000) $0 Shares 57 Est. Cost $0.02 Unrealized
ARKW ARK ETF TR NEXT GNRTN INTER 0.0%
Value ($000) $0 Shares 10 Est. Cost $0.10 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $55.35 Unrealized -18.7%
XLI SELECT SECTOR SPDR TR INDL 0.0%
Value ($000) $0 Shares 13 Est. Cost $0.15 Unrealized
ULS UL SOLUTIONS INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $68.16 Unrealized 0.0%
RR RICHTECH ROBOTICS INCCL B 0.0%
Value ($000) $0 Shares 558 Est. Cost $2.63 Unrealized 0.0%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $0 Shares 100 Est. Cost $15.34 Unrealized +58.4%
MXC MEXCO ENERGY CORP 0.0%
Value ($000) $0 Shares 200 Est. Cost $8.43 Unrealized 0.0%
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 +29.6%
BZFD BUZZFEED INC 0.0%
Value ($000) $0 Shares 1,400 Est. Cost $2.11 Unrealized -3.5%
MDV MODIV INDUSTRIAL INC 0.0%
Value ($000) $0 Shares 107 Est. Cost $0.02 Unrealized
TORTOISE ENERGY INFRA CORP 0.0%
Value ($000) $0 Shares 35 Est. Cost $15.54 Unrealized
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 0.0%
Value ($000) $0 Shares 87 Est. Cost $0.03 Unrealized
BAR GRANITE SHARES GOLD TR 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.04 Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $0 Shares 17 Est. Cost $103.32 Unrealized +24.6%
EPR EPR PPTYS 0.0%
Value ($000) $0 Shares 29 Est. Cost $0.04 Unrealized
IDVO AMPLIFY ETF TR CWP INTL ENHANCE 0.0%
Value ($000) $0 Shares 49 Est. Cost $0.03 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost $115.14 Unrealized +179.8%
FELV FIDELITY COVINGTON TRUST ENHANCED LARGE 0.0%
Value ($000) $0 Shares 47 Est. Cost $0.04 Unrealized
ELF E L F BEAUTY INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $177.70 Unrealized -30.6%
EFC ELLINGTON FINANCIAL INC 0.0%
Value ($000) $0 Shares 181 Est. Cost $0.01 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $393.04 Unrealized +43.8%
AGNC AGNC INVT CORP 0.0%
Value ($000) $0 Shares 148 Est. Cost $0.01 Unrealized
PNNT PENNANTPARK INVT CORP 0.0%
Value ($000) $0 Shares 130 Est. Cost $5.85 Unrealized +11.9%
GAIN GLADSTONE INVT CORP 0.0%
Value ($000) $0 Shares 95 Est. Cost $11.32 Unrealized +19.7%
FNB F N B CORP 0.0%
Value ($000) $0 Shares 92 Est. Cost $12.84 Unrealized +22.4%
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.50 Unrealized
DXCM DEXCOM INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $112.05 Unrealized -29.4%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $136.41 Unrealized +23.6%
GOOD GLADSTONE COMMERCIAL CORP 0.0%
Value ($000) $0 Shares 70 Est. Cost $0.02 Unrealized
SERV SERVE ROBOTICS INC 0.0%
Value ($000) $0 Shares 111 Est. Cost $10.69 Unrealized +2.6%
OUT OUTFRONT MEDIA INC 0.0%
Value ($000) $0 Shares 58 Est. Cost $0.02 Unrealized
AOMR ANGEL OAK MORTGAGE REIT INC 0.0%
Value ($000) $0 Shares 67 Est. Cost $0.02 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $0 Shares 18 Est. Cost $0.06 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 53 Est. Cost $14.78 Unrealized +60.5%
FREL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 26 Est. Cost $41.74 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $0 Shares 17 Est. Cost $81.80 Unrealized -8.9%
VICI VICI PPTYS INC 0.0%
Value ($000) $0 Shares 33 Est. Cost $29.30 Unrealized +9.4%
TTD THE TRADE DESK INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $78.05 Unrealized -18.7%
ALLY ALLY FINL INC 0.0%
Value ($000) $0 Shares 29 Est. Cost $35.21 Unrealized +11.9%
PWR QUANTA SVCS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $320.76 Unrealized +21.1%
RXRX RECURSION PHARMACEUTICALS IN 0.0%
Value ($000) $0 Shares 141 Est. Cost $6.77 Unrealized -22.5%
SDGR SCHRODINGER INC 0.0%
Value ($000) $0 Shares 45 Est. Cost $19.42 Unrealized +3.4%
SCHA SCHWAB STRATEGIC TR US SML CAP ETF 0.0%
Value ($000) $0 Shares 23 Est. Cost $0.04 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 12 Est. Cost $83.33 Unrealized
SN SHARKNINJA INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $55.82 Unrealized +104.6%
CBFV CB FINL SVCS INC 0.0%
Value ($000) $0 Shares 22 Est. Cost $31.08 Unrealized 0.0%
BTG B2GOLD CORP 0.0%
Value ($000) $0 Shares 200 Est. Cost $3.93 Unrealized 0.0%
TRGP TARGA RES CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $165.56 Unrealized -0.2%
TOST TOAST INC 0.0%
Value ($000) $0 Shares 18 Est. Cost $39.30 Unrealized +10.5%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $0 Shares 46 Est. Cost $12.60 Unrealized +33.5%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $33.02 Unrealized -6.7%
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $0 Shares 56 Est. Cost $20.13 Unrealized -4.8%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $123.69 Unrealized +41.6%
FCEL FUELCELL ENERGY INC 0.0%
Value ($000) $0 Shares 99 Est. Cost $6.93 Unrealized -21.5%
PDYN PALLADYNE AI CORP 0.0%
Value ($000) $0 Shares 71 Est. Cost $8.30 Unrealized 0.0%
ONEQ FIDELITY COMWLTH TRNASDAQ COMPSIT 0.0%
Value ($000) $0 Shares 12 Est. Cost $0.08 Unrealized
PEN PENUMBRA INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $144.42 Unrealized +74.7%
USFR WISDOMTREE TR FLOATNG RAT TREA 0.0%
Value ($000) $0 Shares 20 Est. Cost $0.05 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $0 Shares 3 Est. Cost $225.20 Unrealized -18.3%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost $83.95 Unrealized +20.7%
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $0 Shares 20 Est. Cost $49.02 Unrealized +31.8%
HELO J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA 0.0%
Value ($000) $0 Shares 13 Est. Cost $0.08 Unrealized
MIRM MIRUM PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $41.67 Unrealized +52.6%
OS ONESTREAM INC 0.0%
Value ($000) $0 Shares 33 Est. Cost $24.90 Unrealized -11.9%
CSL CARLISLE COS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $367.43 Unrealized +3.0%
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $0 Shares 8 Est. Cost $0.13 Unrealized
MGK VANGUARD WORLD FD MEGA GRWTH IND 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.50 Unrealized
LEU CENTRUS ENERGY CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $52.32 Unrealized +322.8%
VKTX VIKING THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $29.83 Unrealized 0.0%
VBK VANGUARD INDEX FDSSML CP GRW 0.0%
Value ($000) $0 Shares 3 Est. Cost $0.33 Unrealized
WRB BERKLEY W R CORP 0.0%
Value ($000) $0 Shares 8 Est. Cost $69.95 Unrealized +0.1%
ARKK ARK ETF TR 0.0%
Value ($000) $0 Shares 15 Est. Cost $110.42 Unrealized
ACHC ACADIA HEALTHCARE COMPANY IN 0.0%
Value ($000) $0 Shares 40 Est. Cost $74.72 Unrealized -70.1%
CNC CENTENE CORP DEL 0.0%
Value ($000) $0 Shares 30 Est. Cost $66.53 Unrealized -54.6%
ARKF ARK ETF TR 0.0%
Value ($000) $0 Shares 6 Est. Cost $50.53 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $29.11 Unrealized +18.0%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $0 Shares 1 Est. Cost $25.62 Unrealized +149.9%
CELH CELSIUS HLDGS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $60.81 Unrealized -14.0%
MNY MONEYHERO LIMITED 0.0%
Value ($000) $0 Shares 1 Est. Cost $2.07 Unrealized -18.9%
MS MORGAN STANLEY 0.0%
Value ($000) $0 Shares 1 Est. Cost $120.96 Unrealized +21.1%
NNOX NANO X IMAGING LTD 0.0%
Value ($000) $0 Shares 132 Est. Cost $6.40 Unrealized -30.5%
BEP BROOKFIELD RENEWABLE PARTNER 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
NWBI NORTHWEST BANCSHARES INC MD 0.0%
Value ($000) $0 Shares 20 Est. Cost $6.54 Unrealized +84.7%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $57.50 Unrealized -22.2%
XYZ BLOCK INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $91.37 Unrealized -18.1%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 22 Est. Cost $15.11 Unrealized -35.3%
PANL PANGAEA LOGISTICS SOLUTION L 0.0%
Value ($000) $0 Shares 10 Est. Cost $4.44 Unrealized +15.0%
PENN PENN ENTERTAINMENT INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $54.67 Unrealized -65.7%
ACB AURORA CANNABIS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $3.87 Unrealized +26.1%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $350.35 Unrealized +3.5%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $180.39 Unrealized +0.2%
AQN ALGONQUIN PWR UTILS CORP 0.0%
Value ($000) $0 Shares 60 Est. Cost $12.16 Unrealized -52.7%
VONG VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
VSH VISHAY INTERTECHNOLOGY INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $19.78 Unrealized -20.8%
ONDS ONDAS HLDGS INC 0.0%
Value ($000) $0 Shares 14 Est. Cost $4.15 Unrealized 0.0%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $153.62 Unrealized +18.5%
KVUE KENVUE INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $21.04 Unrealized -4.6%
DGRO ISHARES TR CORE DIV GRWTH 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
IXC ISHARES TR GLOBAL ENERG ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $35.57 Unrealized
ITDI ISHARES TR LIFEPATH TGT2065 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
BOTZ GLOBAL X FDS 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
GTLB GITLAB INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $45.73 Unrealized +0.0%
XSVM INVESCO EXCH TRADED FD 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
RUM RUMBLE INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $10.96 Unrealized -25.4%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $13.97 Unrealized -4.1%
STLA STELLANTIS N.V 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
SCM STELLUS CAP INVT CORP 0.0%
Value ($000) $0 Shares 14 Est. Cost $14.09 Unrealized +2.3%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $433.57 Unrealized +4.9%
LXP INDUSTRIAL TRUST 0.0%
Value ($000) $0 Shares 52 Est. Cost Unrealized
UAA UNDER ARMOUR INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $39.00 Unrealized -85.1%
CUZ COUSINS PPTYS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
BP BP PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
TIDAL TR MSTR OP 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $81.28 Unrealized +7.2%
AUR AURORA INNOVATION INC CLASS A 0.0%
Value ($000) $0 Shares 10 Est. Cost $5.87 Unrealized 0.0%
COHR COHERENT CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $60.12 Unrealized +65.8%
SE SEA LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
SONY SONY GROUP CORPORATION 0.0%
Value ($000) $0 Shares 5 Est. Cost $74.07 Unrealized
DEFT DEFI TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $2.59 Unrealized 0.0%
RSI RUSH STREET INTERACTIVE INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $8.01 Unrealized +135.5%