Roble, Belko & Company, Inc Diversified Active

Location: Sewickley, PA

CIK: 0001642305 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 16, 2026

Total Value: $787M

Holdings (487)

VTI VANGUARD INDEX FDS 17.6%
Value $138M Shares 431,499 Est. Cost $170.44 Unrealized
VXUS VANGUARD STAR FDS 10.2%
Value $80.53M Shares 1,044,386 Est. Cost $60.87 Unrealized
BND VANGUARD BD INDEX FDS 6.1%
Value $47.59M Shares 646,202 Est. Cost $73.09 Unrealized
VEA VANGUARD TAX-MANAGED FDS 5.9%
Value $46.05M Shares 718,603 Est. Cost $43.62 Unrealized
VYM VANGUARD WHITEHALL FDS 4.0%
Value $31.36M Shares 211,759 Est. Cost $97.02 Unrealized
VEU VANGUARD INTL EQUITY INDEX 3.9%
Value $31.02M Shares 413,033 Est. Cost $50.86 Unrealized
VV VANGUARD INDEX FDS 3.4%
Value $26.95M Shares 90,161 Est. Cost $208.49 Unrealized
SPY SPDR S&P 500 ETF TR 3.2%
Value $25.45M Shares 39,129 Est. Cost $210.62 Unrealized
XLK SELECT SECTOR SPDR TR 3.1%
Value $24.14M Shares 181,612 Est. Cost $92.64 Unrealized
VNQ VANGUARD INDEX FDS 2.8%
Value $22.38M Shares 252,337 Est. Cost $82.53 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 2.8%
Value $22.02M Shares 51,653 Est. Cost $98.91 Unrealized
ICSH ISHARES TR BLACKROCK ULTRA 2.6%
Value $20.46M Shares 404,266 Est. Cost $50.43 Unrealized
VGIT VANGUARD SCOTTSDALE 2.4%
Value $19.2M Shares 322,385 Est. Cost $58.99 Unrealized
SCHB SCHWAB STRATEGIC TR 2.1%
Value $16.78M Shares 668,407 Est. Cost $33.65 Unrealized
SPTM SPDR SER TR PORTFOLI S&P1500 2.1%
Value $16.65M Shares 210,628 Est. Cost $70.51 Unrealized
SCHP SCHWAB STRATEGIC TR US TIPS ETF 1.8%
Value $14.18M Shares 532,751 Est. Cost $26.76 Unrealized
IWV ISHARES TR RUSSELL 3000 ETF 1.7%
Value $13.39M Shares 36,119 Est. Cost $123.70 Unrealized
SPDW SPDR INDEX SHS FDS PORTFOLIO DEVLPD 1.5%
Value $11.87M Shares 260,037 Est. Cost $36.75 Unrealized
VWO VANGUARD INTL EQUITY INDEX 1.4%
Value $11.12M Shares 205,744 Est. Cost $42.51 Unrealized
SCHF SCHWAB STRATEGIC TR 1.3%
Value $9.911M Shares 400,443 Est. Cost $25.62 Unrealized
ITOT ISHARES TR CORE S&P TTL STK 1.2%
Value $9.737M Shares 68,365 Est. Cost $73.25 Unrealized
OEF ISHARES TR S&P 100 ETF 1.2%
Value $9.371M Shares 29,461 Est. Cost $95.95 Unrealized
VONE VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 0.9%
Value $7.444M Shares 25,225 Est. Cost $295.10 Unrealized
IWB ISHARES TR RUS 1000 ETF 0.8%
Value $6.035M Shares 16,925 Est. Cost $136.01 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.7%
Value $5.783M Shares 98,791 Est. Cost $58.31 Unrealized
TJX TJX COS INC NEW 0.6%
Value $5.08M Shares 31,811 Est. Cost $50.82 Unrealized +203.5%
VB VANGUARD INDEX FDS 0.5%
Value $4.034M Shares 15,400 Est. Cost $182.68 Unrealized
IXUS ISHARES TR CORE MSCI TOTAL 0.4%
Value $3.441M Shares 39,711 Est. Cost $56.45 Unrealized
MA MASTERCARD INCORPORATED 0.4%
Value $3.261M Shares 6,526 Est. Cost $391.67 Unrealized +37.6%
EFA ISHARES TR MSCI EAFE ETF 0.4%
Value $3.252M Shares 33,479 Est. Cost $64.67 Unrealized
IEFA ISHARES TR CORE MSCI EAFE 0.4%
Value $3.185M Shares 35,181 Est. Cost $56.32 Unrealized
USRT ISHARES TR CRE U S REIT ETF 0.4%
Value $3.084M Shares 52,109 Est. Cost $54.77 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.4%
Value $2.991M Shares 31,733 Est. Cost $66.04 Unrealized
VOO VANGUARD INDEX FDS 0.4%
Value $2.969M Shares 4,968 Est. Cost $331.15 Unrealized
IBDU ISHARES TR IBONDS DEC 29 0.4%
Value $2.775M Shares 119,309 Est. Cost $23.05 Unrealized
SDY SPDR SER TR S&P DIVID ETF 0.3%
Value $2.736M Shares 18,744 Est. Cost $106.54 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value $2.567M Shares 10,590 Est. Cost $190.94 Unrealized +48.7%
MGC VANGUARD WORLD FDS 0.3%
Value $2.47M Shares 10,452 Est. Cost $226.28 Unrealized
IVV ISHARES TR CORE S&P500 ETF 0.3%
Value $2.405M Shares 3,682 Est. Cost $378.04 Unrealized
IVE ISHARES TR S&P 500 VAL ETF 0.3%
Value $2.373M Shares 11,238 Est. Cost $93.85 Unrealized
IBDT ISHARES TR IBDS DEC28 ETF 0.3%
Value $2.341M Shares 92,430 Est. Cost $25.61 Unrealized
IBDV ISHARES TR IBONDS DEC 2030 0.3%
Value $2.241M Shares 102,380 Est. Cost $21.65 Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value $2.17M Shares 12,443 Est. Cost $180.80 Unrealized +3.2%
IBDS ISHARES TR IBONDS 27 ETF 0.3%
Value $2.021M Shares 83,371 Est. Cost $24.49 Unrealized
IWR ISHARES TR RUS MID CAP ETF 0.2%
Value $1.94M Shares 19,952 Est. Cost $82.39 Unrealized
MSFT MICROSOFT CORP 0.2%
Value $1.831M Shares 4,946 Est. Cost $229.18 Unrealized +89.6%
IBDX ISHARES TR IBONDS DEC 2032 0.2%
Value $1.829M Shares 72,379 Est. Cost $25.25 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $1.784M Shares 3,723 Est. Cost $439.72 Unrealized +12.2%
GOVT ISHARES TR US TREAS BD ETF 0.2%
Value $1.497M Shares 65,353 Est. Cost $22.50 Unrealized
AAPL APPLE INC 0.2%
Value $1.414M Shares 5,570 Est. Cost $159.41 Unrealized +64.9%
IBDY ISHARES TR IBONDS DEC 2033 0.2%
Value $1.38M Shares 53,396 Est. Cost $25.87 Unrealized
VUSB VANGUARD BD INDEX FDS 0.2%
Value $1.371M Shares 27,541 Est. Cost $49.61 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value $1.256M Shares 7,405 Est. Cost $72.77 Unrealized +90.6%
ABBV ABBVIE INC 0.2%
Value $1.197M Shares 5,503 Est. Cost $158.22 Unrealized +40.7%
IBDW ISHARES TR IBONDS DEC 2031 0.2%
Value $1.183M Shares 56,531 Est. Cost $20.81 Unrealized
EEM ISHARES TR MSCI EMG MKT ETF 0.1%
Value $1.14M Shares 20,072 Est. Cost $37.77 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value $1.129M Shares 1,957 Est. Cost $269.23 Unrealized
JPST J P MORGAN EXCHANGE 0.1%
Value $1.093M Shares 21,595 Est. Cost $50.26 Unrealized
VXF VANGUARD INDEX FDS 0.1%
Value $1.046M Shares 5,081 Est. Cost $171.77 Unrealized
IEMG ISHARES INC CORE MSCI EMKT 0.1%
Value $886K Shares 12,702 Est. Cost $45.19 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value $868K Shares 3,549 Est. Cost $151.75 Unrealized +50.2%
AMZN AMAZON COM INC 0.1%
Value $846K Shares 4,064 Est. Cost $161.94 Unrealized +40.1%
OKE ONEOK INC NEW 0.1%
Value $844K Shares 9,338 Est. Cost $66.73 Unrealized +17.7%
GOOG ALPHABET INC 0.1%
Value $825K Shares 2,875 Est. Cost $117.25 Unrealized +176.0%
JPM JPMORGAN CHASE & CO 0.1%
Value $784K Shares 2,664 Est. Cost $182.08 Unrealized +71.0%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value $783K Shares 5,658 Est. Cost $83.79 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value $781K Shares 5,324 Est. Cost $73.34 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 0.1%
Value $778K Shares 44,907 Est. Cost $13.76 Unrealized
SHV ISHARES TR SHORT TREAS BD 0.1%
Value $776K Shares 7,033 Est. Cost $109.91 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 0.1%
Value $760K Shares 3,559 Est. Cost $111.48 Unrealized
VGT VANGUARD WORLD FDS 0.1%
Value $727K Shares 1,042 Est. Cost $676.81 Unrealized
SCHH SCHWAB STRATEGIC TR 0.1%
Value $717K Shares 33,380 Est. Cost $22.19 Unrealized
VBR VANGUARD INDEX SM CP VAL 0.1%
Value $642K Shares 2,957 Est. Cost $213.84 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value $637K Shares 7,775 Est. Cost $49.29 Unrealized
IUSV ISHARES TR CORE S&P US VLU 0.1%
Value $600K Shares 5,864 Est. Cost $75.73 Unrealized
NEAR ISHARES U S ETF TR BLACKROCK ST MAT 0.1%
Value $588K Shares 11,575 Est. Cost $50.15 Unrealized
IBDR ISHARES TR IBONDS DEC2026 0.1%
Value $577K Shares 23,808 Est. Cost $24.44 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.1%
Value $560K Shares 3,000 Est. Cost $133.23 Unrealized +38.1%
VIG VANGUARD SPECIALIZED 0.1%
Value $559K Shares 2,601 Est. Cost $172.66 Unrealized
CAT CATERPILLAR INC 0.1%
Value $552K Shares 779 Est. Cost $526.35 Unrealized +30.0%
IJT ISHARES TR S&P SML 600 GWT 0.1%
Value $511K Shares 3,530 Est. Cost $130.20 Unrealized
ORCL ORACLE CORP 0.1%
Value $510K Shares 3,468 Est. Cost $48.09 Unrealized +252.7%
C CITIGROUP INC 0.1%
Value $477K Shares 4,204 Est. Cost $54.54 Unrealized +113.0%
UPS UNITED PARCEL SERVICE INC 0.1%
Value $471K Shares 4,792 Est. Cost $79.73 Unrealized +37.8%
IJR ISHARES TR CORE S&P SCP ETF 0.1%
Value $454K Shares 3,651 Est. Cost $99.62 Unrealized
GE GENERAL ELECTRIC CO 0.1%
Value $439K Shares 1,546 Est. Cost $300.98 Unrealized +5.7%
VDE VANGUARD WORLD FDS 0.1%
Value $436K Shares 2,520 Est. Cost $106.89 Unrealized
MINT PIMCO ETF TR 0.1%
Value $434K Shares 4,312 Est. Cost $99.22 Unrealized
CSCO CISCO SYS INC 0.1%
Value $417K Shares 5,373 Est. Cost $42.34 Unrealized +84.0%
FNB F N B CORP 0.0%
Value $393K Shares 23,531 Est. Cost $16.25 Unrealized +9.5%
LLY ELI LILLY & CO 0.0%
Value $383K Shares 416 Est. Cost $1034.78 Unrealized +1.2%
CVX CHEVRON CORP NEW 0.0%
Value $378K Shares 1,829 Est. Cost $148.60 Unrealized +15.7%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $376K Shares 2,170 Est. Cost $166.80 Unrealized +8.7%
VHT VANGUARD WORLD FDS 0.0%
Value $369K Shares 1,355 Est. Cost $260.42 Unrealized
QCOM QUALCOMM INC 0.0%
Value $361K Shares 2,800 Est. Cost $135.47 Unrealized +13.6%
IVW ISHARES TR S&P 500 GRWT ETF 0.0%
Value $361K Shares 3,196 Est. Cost $76.38 Unrealized
GOOGL ALPHABET INC 0.0%
Value $358K Shares 1,245 Est. Cost $164.21 Unrealized +96.9%
PNC PNC FINL SVCS GROUP INC 0.0%
Value $355K Shares 1,704 Est. Cost $171.62 Unrealized +31.1%
GEV GE VERNOVA INC 0.0%
Value $334K Shares 383 Est. Cost $640.45 Unrealized +15.1%
IYW ISHARES TR 0.0%
Value $333K Shares 1,835 Est. Cost $114.73 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value $323K Shares 2,238 Est. Cost $121.82 Unrealized +24.6%
AXP AMERICAN EXPRESS CO 0.0%
Value $315K Shares 1,042 Est. Cost $355.49 Unrealized +0.2%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $310K Shares 1,431 Est. Cost $176.49 Unrealized +36.2%
VBK VANGUARDINDEX FDSSML CP GRW ETF 0.0%
Value $307K Shares 1,017 Est. Cost $301.96 Unrealized
T AT&T INC 0.0%
Value $299K Shares 10,329 Est. Cost $23.74 Unrealized +8.5%
CRUS CIRRUS LOGIC INC 0.0%
Value $289K Shares 2,000 Est. Cost $86.38 Unrealized +53.4%
DUK DUKE ENERGY CORP NEW 0.0%
Value $286K Shares 2,182 Est. Cost $67.99 Unrealized +77.8%
KO COCA COLA CO 0.0%
Value $283K Shares 3,720 Est. Cost $67.11 Unrealized +11.4%
SCHE SCHWAB STRATEGIC TR 0.0%
Value $279K Shares 8,467 Est. Cost $23.07 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 0.0%
Value $277K Shares 3,500 Est. Cost $79.14 Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value $276K Shares 5,528 Est. Cost $49.19 Unrealized
VTV VANGUARD INDEX FDS VALUE 0.0%
Value $269K Shares 1,371 Est. Cost $186.75 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.0%
Value $267K Shares 3,020 Est. Cost $89.54 Unrealized
HD HOME DEPOT INC 0.0%
Value $262K Shares 796 Est. Cost $291.69 Unrealized +29.2%
QUAL ISHARES TR MSCI USA QLT FCT 0.0%
Value $262K Shares 1,367 Est. Cost $198.98 Unrealized
META META PLATFORMS INC 0.0%
Value $261K Shares 456 Est. Cost $442.27 Unrealized +48.2%
MOAT VANECK ETF TRUST MRNGSTR WDE MOAT 0.0%
Value $261K Shares 2,700 Est. Cost $103.70 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value $254K Shares 8,267 Est. Cost $38.18 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.0%
Value $252K Shares 6,477 Est. Cost $27.02 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value $243K Shares 5,374 Est. Cost $50.08 Unrealized 0.0%
BAC BANK AMERICA CORP 0.0%
Value $238K Shares 4,877 Est. Cost $53.62 Unrealized +0.1%
CTVA CORTEVA INC 0.0%
Value $238K Shares 2,843 Est. Cost $44.83 Unrealized +62.3%
DFIV DIMENSIONAL ETF TRUST INTERNATNAL VAL 0.0%
Value $237K Shares 4,489 Est. Cost $32.79 Unrealized
PFE PFIZER INC 0.0%
Value $232K Shares 8,256 Est. Cost $26.54 Unrealized -1.4%
TSLA TESLA INC 0.0%
Value $229K Shares 617 Est. Cost $270.09 Unrealized +57.7%
VPU VANGUARD WORLD FD UTILITIES ETF 0.0%
Value $228K Shares 1,150 Est. Cost $198.26 Unrealized
BLACKROCK ENHANCED EQUITY DI 0.0%
Value $209K Shares 24,236 Est. Cost $7.86 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value $209K Shares 1,266 Est. Cost $67.37 Unrealized +161.1%
IWM ISHARES TR RUSSELL 2000 ETF 0.0%
Value $208K Shares 840 Est. Cost $161.60 Unrealized
ETN EATON CORP PLC 0.0%
Value $207K Shares 580 Est. Cost $230.86 Unrealized +53.2%
JEPI J P MORGAN EQUITY PREMIUM 0.0%
Value $207K Shares 3,656 Est. Cost $56.71 Unrealized
GLW CORNING INC 0.0%
Value $204K Shares 1,500 Est. Cost $33.60 Unrealized +232.4%
BN BROOKFIELD CORP 0.0%
Value $182K Shares 4,500 Est. Cost $45.55 Unrealized +2.5%
HEI/A HEICO CORP NEW 0.0%
Value $179K Shares 847 Est. Cost $135.19 Unrealized +91.9%
DLN WISDOMTREE TR US LARGECAP DIVD 0.0%
Value $179K Shares 2,000 Est. Cost $66.50 Unrealized
AKRE PROFESIONALLY MANAGED PORTFO AKRE FOCUS 0.0%
Value $169K Shares 3,202 Est. Cost $65.54 Unrealized
ENB ENBRIDGE INC 0.0%
Value $161K Shares 2,973 Est. Cost $23.68 Unrealized +105.1%
ED CONSOLIDATED EDISON INC 0.0%
Value $158K Shares 1,400 Est. Cost $97.80 Unrealized +7.7%
GM GENERAL MTRS CO 0.0%
Value $157K Shares 2,114 Est. Cost $30.24 Unrealized +172.0%
PPG PPG INDS INC 0.0%
Value $157K Shares 1,470 Est. Cost $103.95 Unrealized +12.4%
EMR EMERSON ELEC CO 0.0%
Value $154K Shares 1,177 Est. Cost $144.52 Unrealized +2.7%
BSV VANGUARD BD INDEX FDS 0.0%
Value $150K Shares 1,890 Est. Cost $75.82 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value $147K Shares 1,011 Est. Cost $130.34 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value $146K Shares 432 Est. Cost $35.02 Unrealized
NOW SERVICENOW INC 0.0%
Value $146K Shares 1,400 Est. Cost $144.08 Unrealized -15.9%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $145K Shares 713 Est. Cost $134.33 Unrealized +79.3%
PEP PEPSICO INC 0.0%
Value $145K Shares 935 Est. Cost $113.78 Unrealized +36.0%
CVS CVS HEALTH CORP 0.0%
Value $144K Shares 2,006 Est. Cost $63.54 Unrealized +22.7%
BA BOEING CO 0.0%
Value $144K Shares 723 Est. Cost $193.79 Unrealized +23.1%
MU MICRON TECHNOLOGY INC 0.0%
Value $144K Shares 426 Est. Cost $76.76 Unrealized +404.2%
VZ VERIZON COMMUNICATIONS 0.0%
Value $142K Shares 2,834 Est. Cost $39.94 Unrealized +9.7%
AVGO BROADCOM INC 0.0%
Value $141K Shares 456 Est. Cost $296.96 Unrealized +12.5%
FSTR FOSTER L B CO 0.0%
Value $140K Shares 5,000 Est. Cost $17.09 Unrealized +75.1%
XLE SELECT SECTOR SPDR TR 0.0%
Value $140K Shares 2,292 Est. Cost $59.79 Unrealized
IJH ISHARES TR CORE S&P MCP ETF 0.0%
Value $138K Shares 2,042 Est. Cost $71.96 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value $138K Shares 310 Est. Cost $388.97 Unrealized +28.6%
COST COSTCO WHSL CORP 0.0%
Value $136K Shares 136 Est. Cost $957.38 Unrealized +0.7%
CLX CLOROX CO DEL 0.0%
Value $133K Shares 1,287 Est. Cost $126.36 Unrealized -9.5%
IAU ISHARES GOLD TR ISHARES NEW 0.0%
Value $132K Shares 1,493 Est. Cost $51.34 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value $131K Shares 382 Est. Cost $239.30 Unrealized +36.5%
SRE SEMPRA 0.0%
Value $128K Shares 1,316 Est. Cost $52.96 Unrealized +69.0%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $125K Shares 279 Est. Cost $154.43 Unrealized +202.8%
SO SOUTHERN CO 0.0%
Value $111K Shares 1,154 Est. Cost $84.51 Unrealized +5.9%
VUG VANGUARD INDEX FDS GROWTH 0.0%
Value $110K Shares 251 Est. Cost $476.31 Unrealized
NUE NUCOR CORP 0.0%
Value $106K Shares 626 Est. Cost $67.20 Unrealized +165.6%
MET METLIFE INC 0.0%
Value $101K Shares 1,430 Est. Cost $75.82 Unrealized +2.1%
MO ALTRIA GROUP INC 0.0%
Value $99,000 Shares 1,500 Est. Cost $51.29 Unrealized +22.9%
MCD MCDONALDS CORP 0.0%
Value $98,000 Shares 314 Est. Cost $297.34 Unrealized +6.7%
UNP UNION PAC CORP 0.0%
Value $94,000 Shares 386 Est. Cost $212.58 Unrealized +14.5%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $93,000 Shares 458 Est. Cost $204.20 Unrealized +8.6%
SPLV INVESCO EXCH TRADED FD 0.0%
Value $90,000 Shares 1,230 Est. Cost $47.55 Unrealized
ECL ECOLAB INC 0.0%
Value $89,000 Shares 333 Est. Cost $265.89 Unrealized +7.7%
MMM 3M CO 0.0%
Value $88,000 Shares 608 Est. Cost $163.18 Unrealized +0.5%
AXON AXON ENTERPRISE INC 0.0%
Value $87,000 Shares 204 Est. Cost $168.32 Unrealized +213.0%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value $85,000 Shares 677 Est. Cost $71.31 Unrealized
WSBC WESBANCO INC 0.0%
Value $83,000 Shares 2,399 Est. Cost $33.12 Unrealized +7.4%
TGT TARGET CORP 0.0%
Value $82,000 Shares 680 Est. Cost $94.37 Unrealized +15.7%
SCHY SCHWAB STRATEGIC TR INTERNL DIVID 0.0%
Value $81,000 Shares 2,555 Est. Cost $31.70 Unrealized
V VISA INC 0.0%
Value $81,000 Shares 268 Est. Cost $227.14 Unrealized +44.9%
SCHW SCHWAB CHARLES CORP 0.0%
Value $80,000 Shares 850 Est. Cost $94.74 Unrealized +5.7%
WMT WALMART INC 0.0%
Value $78,000 Shares 629 Est. Cost $100.41 Unrealized +21.5%
GLD SPDR GOLD TR 0.0%
Value $76,000 Shares 177 Est. Cost $192.46 Unrealized
PPL PPL CORP 0.0%
Value $75,000 Shares 1,954 Est. Cost $29.23 Unrealized +23.9%
WFC WELLS FARGO CO NEW 0.0%
Value $72,000 Shares 900 Est. Cost $89.28 Unrealized +0.8%
ABT ABBOTT LABS 0.0%
Value $72,000 Shares 700 Est. Cost $115.46 Unrealized -0.0%
LOW LOWES COS INC 0.0%
Value $71,000 Shares 300 Est. Cost $222.95 Unrealized +21.8%
MFEM PIMCO EQUITY SER RAFI DYN EMERG 0.0%
Value $70,000 Shares 2,815 Est. Cost $23.13 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value $70,000 Shares 646 Est. Cost $109.04 Unrealized
GRAL GRAIL INC 0.0%
Value $69,000 Shares 1,329 Est. Cost $36.20 Unrealized +160.7%
PH PARKER-HANNIFIN CORP 0.0%
Value $67,000 Shares 75 Est. Cost $817.98 Unrealized +17.1%
TEL TE CONNECTIVITY PLC 0.0%
Value $67,000 Shares 320 Est. Cost $231.27 Unrealized -0.6%
HSY HERSHEY CO 0.0%
Value $65,000 Shares 313 Est. Cost $159.26 Unrealized +28.6%
IWN ISHARES TR RUS 2000 VAL ETF 0.0%
Value $64,000 Shares 340 Est. Cost $104.55 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value $63,000 Shares 175 Est. Cost $375.21 Unrealized +9.3%
LULU LULULEMON ATHLETICA INC 0.0%
Value $62,000 Shares 407 Est. Cost $116.09 Unrealized +62.6%
STLD STEEL DYNAMICS INC 0.0%
Value $61,000 Shares 336 Est. Cost $23.56 Unrealized +681.4%
TROW PRICE T ROWE GROUP INC 0.0%
Value $59,000 Shares 660 Est. Cost $54.58 Unrealized +85.4%
MDT MEDTRONIC PLC 0.0%
Value $58,000 Shares 667 Est. Cost $90.00 Unrealized +10.6%
MRK MERCK & CO INC 0.0%
Value $57,000 Shares 476 Est. Cost $84.45 Unrealized +35.3%
DOW DOW INC 0.0%
Value $57,000 Shares 1,359 Est. Cost $38.71 Unrealized -25.0%
Q QNITY ELECTRONICS INC 0.0%
Value $56,000 Shares 485 Est. Cost $84.91 Unrealized +19.2%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $55,000 Shares 911 Est. Cost $53.77 Unrealized +6.8%
PNW PINNACLE WEST CAP CORP 0.0%
Value $50,000 Shares 500 Est. Cost $84.97 Unrealized +10.0%
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 0.0%
Value $50,000 Shares 1,948 Est. Cost $26.94 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value $50,000 Shares 185 Est. Cost $251.23 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value $49,000 Shares 618 Est. Cost $69.99 Unrealized +17.1%
JEPQ J P MORGAN NASDAQ EQT PREM 0.0%
Value $48,000 Shares 871 Est. Cost $49.68 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value $48,000 Shares 295 Est. Cost $89.16 Unrealized +121.7%
ESGV VANGUARD WORLD FDS 0.0%
Value $47,000 Shares 422 Est. Cost $70.33 Unrealized
EZU ISHARES INC MSCI 0.0%
Value $46,000 Shares 738 Est. Cost $39.30 Unrealized
SCHG SCHWAB STRATEGIC TR US LCAP GR ETF 0.0%
Value $45,000 Shares 1,554 Est. Cost $40.25 Unrealized
BURL BURLINGTON STORES INC 0.0%
Value $44,000 Shares 135 Est. Cost $80.72 Unrealized +276.9%
DD DUPONT DE NEMOURS INC 0.0%
Value $44,000 Shares 971 Est. Cost $32.56 Unrealized +41.6%
KMB KIMBERLY-CLARK CORP 0.0%
Value $43,000 Shares 445 Est. Cost $117.46 Unrealized -12.2%
VOOG VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 0.0%
Value $42,000 Shares 103 Est. Cost $415.97 Unrealized
MPC MARATHON PETE CORP 0.0%
Value $42,000 Shares 174 Est. Cost $186.40 Unrealized -0.9%
GDX VANECK ETF TRUST GOLD MINERS ETF 0.0%
Value $41,000 Shares 452 Est. Cost $89.42 Unrealized
DE DEERE & CO 0.0%
Value $41,000 Shares 72 Est. Cost $467.69 Unrealized +17.9%
HON HONEYWELL INTL INC 0.0%
Value $41,000 Shares 180 Est. Cost $212.20 Unrealized +6.5%
BLK BLACKROCK INC 0.0%
Value $41,000 Shares 43 Est. Cost $1008.87 Unrealized +8.8%
SIL GLOBAL X FDS GLOBAL X SILVER 0.0%
Value $40,000 Shares 444 Est. Cost $90.09 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $40,000 Shares 273 Est. Cost $130.29 Unrealized +18.3%
QQQJ INVESCO EXCH TRADED FD 0.0%
Value $40,000 Shares 1,105 Est. Cost $27.77 Unrealized
SNDK SANDISK CORP 0.0%
Value $39,000 Shares 61 Est. Cost $516.50 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.0%
Value $39,000 Shares 200 Est. Cost $206.27 Unrealized 0.0%
GSK GSK PLC 0.0%
Value $38,000 Shares 685 Est. Cost $39.59 Unrealized
BX BLACKSTONE INC 0.0%
Value $38,000 Shares 329 Est. Cost $118.72 Unrealized +18.7%
SCHR SCHWAB STRATEGIC TR INT-TRM U.S TRES 0.0%
Value $37,000 Shares 1,444 Est. Cost $32.92 Unrealized
GBTC GRAYSCALE BITCOIN TR BTC 0.0%
Value $37,000 Shares 710 Est. Cost $63.54 Unrealized
VSGX VANGUARD WORLD FDS 0.0%
Value $36,000 Shares 499 Est. Cost $58.19 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $35,000 Shares 71 Est. Cost $551.05 Unrealized +4.3%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value $35,000 Shares 497 Est. Cost $79.62 Unrealized +3.3%
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value $34,000 Shares 755 Est. Cost $53.47 Unrealized -3.8%
VEEV VEEVA SYS INC 0.0%
Value $34,000 Shares 191 Est. Cost $40.84 Unrealized +399.4%
AGG ISHARES TR CORE US AGGBD ET 0.0%
Value $33,000 Shares 334 Est. Cost $97.84 Unrealized
NTAP NETAPP INC 0.0%
Value $31,000 Shares 300 Est. Cost $101.87 Unrealized 0.0%
INTC INTEL CORP 0.0%
Value $31,000 Shares 710 Est. Cost $39.59 Unrealized +17.3%
D DOMINION ENERGY INC 0.0%
Value $31,000 Shares 500 Est. Cost $54.04 Unrealized +14.0%
KHC KRAFT HEINZ 0.0%
Value $30,000 Shares 1,342 Est. Cost $28.35 Unrealized -15.6%
GILD GILEAD SCIENCES INC 0.0%
Value $30,000 Shares 218 Est. Cost $70.79 Unrealized +95.5%
CME CME GROUP INC 0.0%
Value $30,000 Shares 100 Est. Cost $204.50 Unrealized +41.5%
SHW SHERWIN WILLIAMS CO 0.0%
Value $29,000 Shares 90 Est. Cost $334.11 Unrealized +6.3%
WMB WILLIAMS COS INC 0.0%
Value $29,000 Shares 400 Est. Cost $51.72 Unrealized +28.3%
WM WASTE MGMT INC DEL 0.0%
Value $28,000 Shares 124 Est. Cost $125.56 Unrealized +80.0%
UNILEVER PLC 0.0%
Value $27,000 Shares 470 Est. Cost $55.79 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value $27,000 Shares 100 Est. Cost $346.42 Unrealized -10.9%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value $26,000 Shares 360 Est. Cost $46.61 Unrealized +73.0%
PSX PHILLIPS 66 0.0%
Value $26,000 Shares 141 Est. Cost $93.84 Unrealized +56.8%
EKSO EKSO BIONICS HLDGS INC 0.0%
Value $25,000 Shares 2,338 Est. Cost $7.30 Unrealized +27.1%
SHY ISHARES TR 1 3 YR TREAS BD 0.0%
Value $25,000 Shares 302 Est. Cost $81.15 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value $25,000 Shares 36 Est. Cost $200.65 Unrealized +235.7%
VLO VALERO ENERGY CORP 0.0%
Value $25,000 Shares 100 Est. Cost $50.99 Unrealized +272.7%
BKNG BOOKING HOLDINGS INC 0.0%
Value $25,000 Shares 6 Est. Cost $2460.41 Unrealized +94.3%
COF CAPITAL ONE FINL CORP 0.0%
Value $24,000 Shares 131 Est. Cost $185.05 Unrealized +20.6%
WBD WARNER BROS DISCOVERY INC 0.0%
Value $24,000 Shares 877 Est. Cost $10.87 Unrealized +159.9%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value $23,000 Shares 120 Est. Cost $192.54 Unrealized +2.1%
ATO ATMOS ENERGY CORP 0.0%
Value $22,000 Shares 120 Est. Cost $87.10 Unrealized +96.9%
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value $22,000 Shares 2,558 Est. Cost $19.33 Unrealized -33.5%
VRT VERTIV HOLDINGS CO 0.0%
Value $21,000 Shares 85 Est. Cost $97.15 Unrealized +105.7%
RPM RPM INTL INC 0.0%
Value $20,000 Shares 200 Est. Cost $112.14 Unrealized 0.0%
PGR PROGRESSIVE CORP 0.0%
Value $20,000 Shares 100 Est. Cost $212.34 Unrealized -2.7%
DDOG DATADOG INC 0.0%
Value $20,000 Shares 172 Est. Cost $101.72 Unrealized +21.8%
APO APOLLO GLOBAL MGMT INC 0.0%
Value $20,000 Shares 176 Est. Cost $85.57 Unrealized +55.9%
DELL DELL TECHNOLOGIES INC 0.0%
Value $20,000 Shares 120 Est. Cost $137.82 Unrealized -13.6%
SON SONOCO PRODS CO 0.0%
Value $20,000 Shares 361 Est. Cost $45.20 Unrealized +11.3%
CAH CARDINAL HEALTH INC 0.0%
Value $20,000 Shares 96 Est. Cost $114.81 Unrealized +87.5%
IBIT ISHARES BITCOIN TR 0.0%
Value $19,000 Shares 486 Est. Cost $56.03 Unrealized
AIQ GLOBAL X FDS ARTIFICIAL 0.0%
Value $19,000 Shares 407 Est. Cost $40.60 Unrealized
SPYI NEOS ETF TRUST NEOS S&P 500 HI 0.0%
Value $19,000 Shares 394 Est. Cost $52.62 Unrealized
CASY CASEYS GEN STORES INC 0.0%
Value $18,000 Shares 25 Est. Cost $521.89 Unrealized +20.9%
STXS STEREOTAXIS INC 0.0%
Value $18,000 Shares 10,000 Est. Cost $1.85 Unrealized +26.3%
AGNC AGNC INVT CORP 0.0%
Value $18,000 Shares 1,786 Est. Cost $10.03 Unrealized
GWW GRAINGER W W INC 0.0%
Value $17,000 Shares 16 Est. Cost $1000.75 Unrealized +9.4%
SBUX STARBUCKS CORP 0.0%
Value $17,000 Shares 188 Est. Cost $88.61 Unrealized +5.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value $17,000 Shares 270 Est. Cost $52.28 Unrealized +46.9%
NVO NOVO-NORDISK A S 0.0%
Value $16,000 Shares 428 Est. Cost $58.04 Unrealized
O REALTY INCOME CORP 0.0%
Value $16,000 Shares 264 Est. Cost $52.42 Unrealized +9.3%
QQQI NEOS ETF TRUST NASDAQ 100 HIGH 0.0%
Value $16,000 Shares 331 Est. Cost $51.58 Unrealized
WAB WABTEC 0.0%
Value $15,000 Shares 61 Est. Cost $218.00 Unrealized +9.6%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value $15,000 Shares 645 Est. Cost $13.37 Unrealized +65.0%
ETSY ETSY INC 0.0%
Value $15,000 Shares 300 Est. Cost $81.58 Unrealized -31.5%
LIT GLOBAL X FDS LITHIUM BTRY 0.0%
Value $15,000 Shares 200 Est. Cost $65.00 Unrealized
KMT KENNAMETAL INC 0.0%
Value $14,000 Shares 400 Est. Cost $24.51 Unrealized +45.3%
LNG CHENIERE ENERGY INC 0.0%
Value $14,000 Shares 50 Est. Cost $74.62 Unrealized +181.1%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value $14,000 Shares 100 Est. Cost $56.28 Unrealized +128.9%
LNT ALLIANT ENERGY CORP 0.0%
Value $14,000 Shares 200 Est. Cost $66.83 Unrealized +1.1%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $13,000 Shares 100 Est. Cost $42.44 Unrealized +184.0%
INDA ISHARES TR MSCI INDIA 0.0%
Value $13,000 Shares 279 Est. Cost $53.76 Unrealized
ARKQ ARK ETF TR AUTNMUS TECHNLGY 0.0%
Value $13,000 Shares 119 Est. Cost $92.44 Unrealized
CHAT TIDAL TR ROUNDHILL GENER 0.0%
Value $13,000 Shares 216 Est. Cost $50.93 Unrealized
EPI WISDOMTREE TR INDIA ERNGS FD 0.0%
Value $13,000 Shares 327 Est. Cost $45.87 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value $12,000 Shares 123 Est. Cost $81.07 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value $12,000 Shares 186 Est. Cost $50.21 Unrealized +50.9%
HLN HALEON PLC 0.0%
Value $12,000 Shares 1,177 Est. Cost $6.33 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value $12,000 Shares 37 Est. Cost $238.95 Unrealized +32.3%
BAI BLACKROCK ETF TRUST ISHARES A I INNO 0.0%
Value $12,000 Shares 363 Est. Cost $27.55 Unrealized
COPX GLOBAL X FDS GLOBAL X COPPER 0.0%
Value $11,000 Shares 145 Est. Cost $75.86 Unrealized
DIVO AMPLIFY ETF TR CWP ENHANCED DIV 0.0%
Value $11,000 Shares 249 Est. Cost $43.24 Unrealized
CPK CHESAPEAKE UTILS CORP 0.0%
Value $11,000 Shares 90 Est. Cost $98.22 Unrealized +30.6%
XAIX DBX ETF TR XTRACKERS ARTIFI 0.0%
Value $11,000 Shares 271 Est. Cost $36.90 Unrealized
PPA INVESCO EXCHANGE TRADED FD AEROSPACE DEFN 0.0%
Value $11,000 Shares 65 Est. Cost $153.85 Unrealized
URNM SPROTT FDS TR URANIUM MINERS E 0.0%
Value $11,000 Shares 172 Est. Cost $63.95 Unrealized
URI UNITED RENTALS INC 0.0%
Value $11,000 Shares 15 Est. Cost $888.48 Unrealized -0.6%
PCTY PAYLOCITY HLDG CORP 0.0%
Value $10,000 Shares 89 Est. Cost $37.23 Unrealized +247.4%
MFA MFA FINL INC 0.0%
Value $10,000 Shares 1,000 Est. Cost $10.00 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value $10,000 Shares 12 Est. Cost $734.84 Unrealized +26.9%
DVY ISHARES TR SELECT DIVID ETF 0.0%
Value $10,000 Shares 68 Est. Cost $132.35 Unrealized
NFLX NETFLIX INC 0.0%
Value $10,000 Shares 105 Est. Cost $94.06 Unrealized -10.9%
BITO PROSHARES TR 0.0%
Value $10,000 Shares 1,102 Est. Cost $14.68 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value $10,000 Shares 150 Est. Cost $76.59 Unrealized +2.3%
GIS GENERAL MLS INC 0.0%
Value $9,000 Shares 246 Est. Cost $57.59 Unrealized -21.0%
CNQ CANADIAN NAT RES LTD 0.0%
Value $8,000 Shares 154 Est. Cost $30.56 Unrealized +21.7%
BHF BRIGHTHOUSE FINL INC 0.0%
Value $8,000 Shares 130 Est. Cost $56.21 Unrealized +13.6%
MSA MSA SAFETY INC 0.0%
Value $8,000 Shares 50 Est. Cost $161.14 Unrealized +15.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value $8,000 Shares 47 Est. Cost $185.19 Unrealized -7.0%
HPQ HP INC 0.0%
Value $8,000 Shares 400 Est. Cost $9.70 Unrealized +103.7%
LIN LINDE PLC 0.0%
Value $8,000 Shares 16 Est. Cost $470.63 Unrealized -2.3%
HDV ISHARES TR CORE HIGH DV ETF 0.0%
Value $8,000 Shares 60 Est. Cost $105.59 Unrealized
BFLY BUTTERFLY NETWORK INC 0.0%
Value $8,000 Shares 2,000 Est. Cost $11.55 Unrealized -67.0%
PRU PRUDENTIAL FINL INC 0.0%
Value $8,000 Shares 81 Est. Cost $56.98 Unrealized +88.5%
VCIT VANGUARD SCOTTSDALE FDS INT-TERM CORP 0.0%
Value $8,000 Shares 100 Est. Cost $80.00 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value $8,000 Shares 20 Est. Cost $426.60 Unrealized -1.0%
CORNERSTONE TOTAL RETURN FD 0.0%
Value $7,000 Shares 1,013 Est. Cost $8.22 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value $7,000 Shares 11 Est. Cost $323.52 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value $7,000 Shares 21 Est. Cost $271.37 Unrealized +26.4%
CORNERSTONE STRATEGIC INVEST 0.0%
Value $7,000 Shares 898 Est. Cost $8.91 Unrealized
BTC GRAYSCALE BITCOIN MINI TR BT 0.0%
Value $7,000 Shares 250 Est. Cost $38.35 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value $7,000 Shares 25 Est. Cost $257.33 Unrealized +6.2%
MELI MERCADOLIBRE INC 0.0%
Value $7,000 Shares 4 Est. Cost $1762.98 Unrealized +17.2%
GDXJ VANECK ETF TRUST JUNIOR GOLD MINE 0.0%
Value $6,000 Shares 47 Est. Cost $127.66 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TRU ROBO GLB ETF 0.0%
Value $6,000 Shares 87 Est. Cost $57.47 Unrealized
KLAC KLA CORP 0.0%
Value $6,000 Shares 4 Est. Cost $1462.03 Unrealized 0.0%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.0%
Value $6,000 Shares 139 Est. Cost $35.91 Unrealized
SILJ AMPLIFY ETF TR AMPLIFY JUNIOR S 0.0%
Value $6,000 Shares 191 Est. Cost $31.41 Unrealized
FENY FIDELITY COVINGTON TRUST MSCI ENERGY IDX 0.0%
Value $6,000 Shares 168 Est. Cost $23.81 Unrealized
CCI CROWN CASTLE INC 0.0%
Value $6,000 Shares 72 Est. Cost $127.33 Unrealized -30.3%
DLTR DOLLAR TREE INC 0.0%
Value $6,000 Shares 57 Est. Cost $80.98 Unrealized +58.6%
COP CONOCOPHILLIPS 0.0%
Value $6,000 Shares 47 Est. Cost $94.34 Unrealized +8.8%
BP BP PLC 0.0%
Value $5,000 Shares 101 Est. Cost $39.60 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value $5,000 Shares 154 Est. Cost $22.80 Unrealized +24.2%
BIIB BIOGEN INC 0.0%
Value $5,000 Shares 25 Est. Cost $378.09 Unrealized -51.5%
ROBT FIRST TR EXCHANGE TRADED FD NASDQ ARTFCIAL 0.0%
Value $5,000 Shares 108 Est. Cost $46.30 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value $5,000 Shares 14 Est. Cost $313.76 Unrealized +13.0%
GUGGENHEIM STRATEGIC OPPORTU 0.0%
Value $5,000 Shares 498 Est. Cost $12.05 Unrealized
IYRI NEOS ETF TRUST REAL ESTATE HIGH 0.0%
Value $5,000 Shares 109 Est. Cost $47.22 Unrealized
REAVES UTIL INCOME FD 0.0%
Value $5,000 Shares 124 Est. Cost $36.44 Unrealized
HAL HALLIBURTON CO 0.0%
Value $5,000 Shares 134 Est. Cost $29.68 Unrealized +13.0%
AFL AFLAC INC 0.0%
Value $5,000 Shares 45 Est. Cost $104.19 Unrealized +6.7%
DIS DISNEY WALT CO 0.0%
Value $5,000 Shares 54 Est. Cost $89.35 Unrealized +22.5%
SPYG SPDR SER TR PRTFLO S&P500 GW 0.0%
Value $5,000 Shares 53 Est. Cost $65.15 Unrealized
IDVO AMPLIFY ETF TR CWP INTL ENHANCE 0.0%
Value $5,000 Shares 118 Est. Cost $34.11 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.0%
Value $4,000 Shares 166 Est. Cost $39.50 Unrealized -21.3%
MSTR MICROSTRATEGY INC 0.0%
Value $4,000 Shares 30 Est. Cost $228.29 Unrealized -35.7%
VTRS VIATRIS INC 0.0%
Value $4,000 Shares 327 Est. Cost $11.98 Unrealized +17.6%
AMGN AMGEN INC 0.0%
Value $4,000 Shares 12 Est. Cost $314.56 Unrealized +11.2%
MOH MOLINA HEALTHCARE INC 0.0%
Value $4,000 Shares 30 Est. Cost $314.76 Unrealized -46.4%
PBDC PUTNAM ETF TRUST BDC INCOME 0.0%
Value $4,000 Shares 148 Est. Cost $28.49 Unrealized
EIPI FIRST TR EXCHNG TRADED FD VI FT ENERGY INCOME 0.0%
Value $4,000 Shares 200 Est. Cost $20.00 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value $4,000 Shares 18 Est. Cost $359.30 Unrealized -19.3%
ADC AGREE RLTY CORP 0.0%
Value $4,000 Shares 49 Est. Cost $63.69 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value $4,000 Shares 138 Est. Cost $33.74 Unrealized -11.6%
EQNR EQUINOR ASA 0.0%
Value $4,000 Shares 100 Est. Cost $20.00 Unrealized
SHOP SHOPIFY INC 0.0%
Value $4,000 Shares 30 Est. Cost $66.33 Unrealized +105.7%
ETHA ISHARES ETHEREUM TR 0.0%
Value $4,000 Shares 235 Est. Cost $29.79 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value $4,000 Shares 10 Est. Cost $533.84 Unrealized -9.1%
DVN DEVON ENERGY CORP NEW 0.0%
Value $4,000 Shares 73 Est. Cost $45.45 Unrealized -11.4%
PAYX PAYCHEX INC 0.0%
Value $4,000 Shares 42 Est. Cost $137.17 Unrealized -25.7%
CEFS EXCHANGE LISTED FDS TR SABA INT RATE 0.0%
Value $3,000 Shares 119 Est. Cost $25.21 Unrealized
XYLD GLOBAL X FDS S&P 500 COVERED 0.0%
Value $3,000 Shares 75 Est. Cost $40.00 Unrealized
ETH GRAYSCALE ETHEREUM MINI TR E 0.0%
Value $3,000 Shares 138 Est. Cost $29.79 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value $3,000 Shares 20 Est. Cost $217.13 Unrealized -3.2%
URTH ISHARES INC MSCI WORLD ETF 0.0%
Value $3,000 Shares 14 Est. Cost $142.86 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $3,000 Shares 8 Est. Cost $431.42 Unrealized -0.1%
NEE NEXTERA ENERGY INC 0.0%
Value $3,000 Shares 28 Est. Cost $82.50 Unrealized +5.7%
PIMCO DYNAMIC INCOME FD 0.0%
Value $3,000 Shares 200 Est. Cost $17.78 Unrealized
PNFP PINNACLE FINL PARTNERS INC 0.0%
Value $3,000 Shares 39 Est. Cost $97.40 Unrealized 0.0%
PLD PROLOGIS INC. 0.0%
Value $3,000 Shares 19 Est. Cost $129.05 Unrealized 0.0%
BE BLOOM ENERGY CORP 0.0%
Value $3,000 Shares 23 Est. Cost $105.07 Unrealized +37.7%
SQM SOCIEDAD QUIMICA Y MINERA DE 0.0%
Value $3,000 Shares 41 Est. Cost $73.17 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value $3,000 Shares 45 Est. Cost $57.15 Unrealized +14.1%
USAR USA RARE EARTH INC 0.0%
Value $3,000 Shares 174 Est. Cost $19.05 Unrealized +5.8%
APLD APPLIED DIGITAL CORP 0.0%
Value $3,000 Shares 123 Est. Cost $11.47 Unrealized +199.1%
PEN PENUMBRA INC 0.0%
Value $2,000 Shares 5 Est. Cost $144.42 Unrealized +135.1%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value $2,000 Shares 50 Est. Cost $55.35 Unrealized -29.9%
MICC MAGNUM ICE CREAM CO NV 0.0%
Value $2,000 Shares 106 Est. Cost $15.68 Unrealized +7.2%
CPB CAMPBELL SOUP CO 0.0%
Value $2,000 Shares 86 Est. Cost $37.41 Unrealized -27.0%
ANET ARISTA NETWORKS INC 0.0%
Value $2,000 Shares 17 Est. Cost $103.32 Unrealized +30.7%
TORTOISE ENERGY INFRA CORP 0.0%
Value $2,000 Shares 35 Est. Cost $15.54 Unrealized
MIRM MIRUM PHARMACEUTICALS INC 0.0%
Value $2,000 Shares 19 Est. Cost $41.67 Unrealized +131.7%
MORT VANECK ETF TRUST MORTGAGE REIT 0.0%
Value $2,000 Shares 190 Est. Cost $10.53 Unrealized
ULS UL SOLUTIONS INC 0.0%
Value $2,000 Shares 25 Est. Cost $68.16 Unrealized +11.3%
NEM NEWMONT CORP 0.0%
Value $2,000 Shares 15 Est. Cost $118.12 Unrealized 0.0%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value $2,000 Shares 100 Est. Cost $15.34 Unrealized +49.1%
OGE OGE ENERGY CORP 0.0%
Value $2,000 Shares 37 Est. Cost $34.53 Unrealized +28.7%
EFC ELLINGTON FINANCIAL INC 0.0%
Value $2,000 Shares 192 Est. Cost $12.88 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value $2,000 Shares 22 Est. Cost $130.05 Unrealized -26.4%
XLI SELECT SECTOR SPDR TR IND 0.0%
Value $2,000 Shares 13 Est. Cost $153.85 Unrealized
SOUN SOUNDHOUND AI INC 0.0%
Value $2,000 Shares 235 Est. Cost $10.01 Unrealized -6.3%
DHI D R HORTON INC 0.0%
Value $2,000 Shares 17 Est. Cost $156.63 Unrealized -0.4%
FELV FIDELITY COVINGTON TRUST ENHANCED LARGE 0.0%
Value $2,000 Shares 47 Est. Cost $42.55 Unrealized
EPR EPR PPTYS 0.0%
Value $2,000 Shares 30 Est. Cost $37.93 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value $2,000 Shares 6 Est. Cost $115.14 Unrealized +161.6%
SERV SERVE ROBOTICS INC 0.0%
Value $2,000 Shares 192 Est. Cost $11.24 Unrealized +3.9%
SHLD GLOBAL X FDS DEFENSE TECH ETF 0.0%
Value $2,000 Shares 29 Est. Cost $68.97 Unrealized
COHR COHERENT CORP 0.0%
Value $2,000 Shares 9 Est. Cost $139.64 Unrealized +52.8%
BAR GRANITE SHARES GOLD TR 0.0%
Value $2,000 Shares 50 Est. Cost $40.00 Unrealized
DXCM DEXCOM INC 0.0%
Value $1,000 Shares 19 Est. Cost $112.05 Unrealized -36.7%
SN SHARKNINJA INC 0.0%
Value $1,000 Shares 6 Est. Cost $55.82 Unrealized +119.9%
BMNR BITMINE IMMERSION TECNOLOGIE 0.0%
Value $1,000 Shares 55 Est. Cost $40.53 Unrealized -37.3%
XLU SELECT SECTOR SPDR TR 0.0%
Value $1,000 Shares 24 Est. Cost $62.50 Unrealized
WRB BERKLEY W R CORP 0.0%
Value $1,000 Shares 8 Est. Cost $69.95 Unrealized -0.7%
SCHA SCHWAB STRATEGIC TR US SML CAP ETF 0.0%
Value $1,000 Shares 23 Est. Cost $43.48 Unrealized
SYK STRYKER CORPORATION 0.0%
Value $1,000 Shares 4 Est. Cost $363.46 Unrealized +0.3%
SNPS SYNOPSYS INC 0.0%
Value $1,000 Shares 2 Est. Cost $393.04 Unrealized +20.0%
SYY SYSCO CORP 0.0%
Value $1,000 Shares 15 Est. Cost $82.24 Unrealized 0.0%
TRGP TARGA RES CORP 0.0%
Value $1,000 Shares 3 Est. Cost $165.56 Unrealized +21.8%
PWR QUANTA SVCS INC 0.0%
Value $1,000 Shares 2 Est. Cost $320.76 Unrealized +51.6%
BK BANK NEW YORK MELLON CORP 0.0%
Value $1,000 Shares 6 Est. Cost $83.95 Unrealized +43.1%
REMX VANECK ETF TRUST RARE EARTH AND S 0.0%
Value $1,000 Shares 14 Est. Cost $71.43 Unrealized
ARKW ARK ETF TR NEXT GNRTN INTER 0.0%
Value $1,000 Shares 10 Est. Cost $100.00 Unrealized
ARKK ARK ETF TR 0.0%
Value $1,000 Shares 14 Est. Cost $110.42 Unrealized
CBFV CB FINL SVCS INC 0.0%
Value $1,000 Shares 22 Est. Cost $31.08 Unrealized +13.4%
WPP WPP PLC NEW 0.0%
Value $1,000 Shares 86 Est. Cost $46.51 Unrealized
LIBERTY ALL STAR EQUITY FD 0.0%
Value $1,000 Shares 100 Est. Cost $10.00 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value $1,000 Shares 85 Est. Cost $27.23 Unrealized -24.5%
CNC CENTENE CORP DEL 0.0%
Value $1,000 Shares 30 Est. Cost $66.53 Unrealized -34.9%
COIN COINBASE GLOBAL INC 0.0%
Value $1,000 Shares 5 Est. Cost $201.44 Unrealized -0.4%
CRML CRITICAL METALS CORP 0.0%
Value $1,000 Shares 151 Est. Cost $11.84 Unrealized +11.0%
ALLY ALLY FINL INC 0.0%
Value $1,000 Shares 29 Est. Cost $35.21 Unrealized +21.3%
MGK VANGUARD WORLD FD MEGA GRWTH IND 0.0%
Value $1,000 Shares 2 Est. Cost $500.00 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value $1,000 Shares 3 Est. Cost $136.41 Unrealized +13.7%
ACHC ACADIA HEALTHCARE COMPANY IN 0.0%
Value $1,000 Shares 40 Est. Cost $74.72 Unrealized -80.5%
ELF E L F BEAUTY INC 0.0%
Value $1,000 Shares 12 Est. Cost $177.70 Unrealized -51.8%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $1,000 Shares 46 Est. Cost $12.60 Unrealized +42.0%
HIMS HIMS & HERS HEALTH INC 0.0%
Value $1,000 Shares 40 Est. Cost $45.20 Unrealized -44.0%
GSOL GRAYSCALE SOLANA TR ETF 0.0%
Value $1,000 Shares 145 Est. Cost $8.09 Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value $1,000 Shares 7 Est. Cost $123.69 Unrealized +48.1%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value $1,000 Shares 19 Est. Cost $55.40 Unrealized
USFR WISDOMTREE TR FLOATNG RAT TREA 0.0%
Value $1,000 Shares 21 Est. Cost $52.27 Unrealized
FREL FIDELITY COVINGTON TRUST 0.0%
Value $1,000 Shares 27 Est. Cost $44.47 Unrealized
ONEQ FIDELITY COMWLTH TR NASDAQ COMPSIT 0.0%
Value $1,000 Shares 12 Est. Cost $83.33 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value $1,000 Shares 77 Est. Cost $18.86 Unrealized +23.5%
SONY SONY GROUP CORPORATION 0.0%
Value $0 Shares 5 Est. Cost $74.07 Unrealized
VSNT VERSANT MEDIA GROUP INC 0.0%
Value $0 Shares 5 Est. Cost $32.14 Unrealized 0.0%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value $0 Shares 1 Est. Cost $25.62 Unrealized +299.7%
KVUE KENVUE INC 0.0%
Value $0 Shares 16 Est. Cost $21.04 Unrealized -16.0%
HWM HOWMET AEROSPACE INC 0.0%
Value $0 Shares 2 Est. Cost $153.62 Unrealized +47.5%
LEU CENTRUS ENERGY CORP 0.0%
Value $0 Shares 2 Est. Cost $52.32 Unrealized +411.3%
VONG VANGUARD SCOTTSDALE FD SVNG RUS 1000 GRW 0.0%
Value $0 Shares 2 Est. Cost Unrealized
PENN PENN ENTERTAINMENT INC 0.0%
Value $0 Shares 5 Est. Cost $54.67 Unrealized -75.3%
BEP BROOKFIELD RENEWABLE PARTNER 0.0%
Value $0 Shares 13 Est. Cost Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value $0 Shares 3 Est. Cost $225.20 Unrealized -25.5%
RR RICHTECH ROBOTICS INC 0.0%
Value $0 Shares 129 Est. Cost $3.55 Unrealized 0.0%
FCEL FUELCELL ENERGY INC 0.0%
Value $0 Shares 33 Est. Cost $6.93 Unrealized +16.0%
RUM RUMBLE INC 0.0%
Value $0 Shares 5 Est. Cost $10.96 Unrealized -44.9%
ITDI ISHARES TR LIFEPATH TGT2065 0.0%
Value $0 Shares 3 Est. Cost Unrealized
AQN ALGONQUIN PWR UTILS CORP 0.0%
Value $0 Shares 60 Est. Cost $12.16 Unrealized -46.4%
SRFM SURF AIR MOBILITY INC 0.0%
Value $0 Shares 10 Est. Cost $3.20 Unrealized -26.9%
RSI RUSH STREET INTERACTIVE INC 0.0%
Value $0 Shares 7 Est. Cost $8.01 Unrealized +126.4%
IXC ISHARES TR GLOBAL ENERG ETF 0.0%
Value $0 Shares 1 Est. Cost $35.57 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value $0 Shares 6 Est. Cost $13.97 Unrealized +16.8%
BOTZ GLOBAL X FDS 0.0%
Value $0 Shares 2 Est. Cost Unrealized
DGRO ISHARES TR CORE DIV GRWTH 0.0%
Value $0 Shares 4 Est. Cost Unrealized
ONDS ONDAS HLDGS INC 0.0%
Value $0 Shares 14 Est. Cost $4.15 Unrealized +173.2%
OXY OCCIDENTAL PETE CORP 0.0%
Value $0 Shares 5 Est. Cost $57.50 Unrealized -21.0%
NUVB NUVATION BIO INC 0.0%
Value $0 Shares 10 Est. Cost $6.19 Unrealized -0.1%
UEC URANIUM ENERGY CORP 0.0%
Value $0 Shares 9 Est. Cost $13.12 Unrealized +25.6%
GLDM WORLD GOLD TR SPDR GLD MINIS 0.0%
Value $0 Shares 4 Est. Cost Unrealized
OGN ORGANON & CO 0.0%
Value $0 Shares 22 Est. Cost $15.11 Unrealized -45.6%
NWBI NORTHWEST BANCSHARES INC MD 0.0%
Value $0 Shares 20 Est. Cost $6.54 Unrealized +92.4%
UAA UNDER ARMOUR INC 0.0%
Value $0 Shares 9 Est. Cost $39.00 Unrealized -83.2%
UBER UBER TECHNOLOGIES INC 0.0%
Value $0 Shares 3 Est. Cost $82.13 Unrealized -4.1%
NVTS NAVITAS SEMICONDUCTOR CORP 0.0%
Value $0 Shares 35 Est. Cost $9.62 Unrealized -4.0%
ETR ENTERGY CORP NEW 0.0%
Value $0 Shares 2 Est. Cost $81.28 Unrealized +19.8%
MP MP MATERIALS CORP 0.0%
Value $0 Shares 1 Est. Cost $63.41 Unrealized -2.6%
AUR AURORA INNOVATION INC 0.0%
Value $0 Shares 10 Est. Cost $5.87 Unrealized -23.6%
MS MORGAN STANLEY 0.0%
Value $0 Shares 1 Est. Cost $120.96 Unrealized +48.5%
MNY MONEYHERO LIMITED 0.0%
Value $0 Shares 1 Est. Cost $2.07 Unrealized -38.3%
SE SEA LTD 0.0%
Value $0 Shares 1 Est. Cost Unrealized
PANL PANGAEA LOGISTICS SOLUTION L 0.0%
Value $0 Shares 10 Est. Cost $4.44 Unrealized +81.1%
XSVM INVESCO EXCH TRADED FD 0.0%
Value $0 Shares 7 Est. Cost Unrealized
ARKF ARK ETF TR 0.0%
Value $0 Shares 6 Est. Cost $50.53 Unrealized
XYZ BLOCK INC 0.0%
Value $0 Shares 4 Est. Cost $91.37 Unrealized -34.0%
CSL CARLISLE COS INC 0.0%
Value $0 Shares 1 Est. Cost $367.43 Unrealized +1.1%
STLA STELLANTIS N.V 0.0%
Value $0 Shares 5 Est. Cost Unrealized
LUNR INTUITIVE MACHINES INC 0.0%
Value $0 Shares 12 Est. Cost $11.58 Unrealized +60.3%
TIDAL TR MSTR OP 0.0%
Value $0 Shares 3 Est. Cost Unrealized