Cedar Wealth Management, LLC Diversified Active

CIK: 0001665642 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 9, 2025

Total Value ($000): $281,106 (100.0% shares, 0.0% debt)

Holdings (194)

VTI VANGUARD INDEX FDS 19.7%
Value ($000) $55,262 Shares 201,071 Est. Cost $144.30 Unrealized
SCHD SCHWAB STRATEGIC TR 12.6%
Value ($000) $35,412 Shares 1,266,531 Est. Cost $43.15 Unrealized
IDHQ INVESCO EXCH TRADED FD TR II 8.3%
Value ($000) $23,414 Shares 782,020 Est. Cost $27.27 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 7.6%
Value ($000) $21,459 Shares 466,305 Est. Cost $50.54 Unrealized
PM PHILIP MORRIS INTL INC 7.5%
Value ($000) $21,108 Shares 132,979 Est. Cost $60.82 Unrealized +125.3%
ESGV VANGUARD WORLD FD 7.1%
Value ($000) $19,840 Shares 202,551 Est. Cost $76.68 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 5.1%
Value ($000) $14,386 Shares 144,028 Est. Cost $84.61 Unrealized
DFAC DIMENSIONAL ETF TRUST 3.5%
Value ($000) $9,973 Shares 302,298 Est. Cost $25.48 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 2.2%
Value ($000) $6,307 Shares 95,064 Est. Cost $48.75 Unrealized
MO ALTRIA GROUP INC 2.1%
Value ($000) $5,969 Shares 99,442 Est. Cost $31.33 Unrealized +62.9%
IWV ISHARES TR 1.7%
Value ($000) $4,902 Shares 15,434 Est. Cost $210.44 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 1.7%
Value ($000) $4,676 Shares 66,594 Est. Cost $60.12 Unrealized
VOO VANGUARD INDEX FDS 1.5%
Value ($000) $4,116 Shares 8,010 Est. Cost $424.78 Unrealized
MDLZ MONDELEZ INTL INC 1.2%
Value ($000) $3,345 Shares 49,293 Est. Cost $46.15 Unrealized +29.5%
AMZN AMAZON COM INC 1.0%
Value ($000) $2,907 Shares 15,279 Est. Cost $120.71 Unrealized +79.8%
CLOZ SERIES PORTFOLIOS TR 0.8%
Value ($000) $2,361 Shares 88,858 Est. Cost $26.57 Unrealized
GOOGL ALPHABET INC 0.7%
Value ($000) $1,855 Shares 11,996 Est. Cost $113.68 Unrealized +59.0%
EWJ ISHARES INC 0.6%
Value ($000) $1,798 Shares 26,231 Est. Cost $59.00 Unrealized
MSFT MICROSOFT CORP 0.6%
Value ($000) $1,613 Shares 4,297 Est. Cost $160.31 Unrealized +152.7%
AAPL APPLE INC 0.6%
Value ($000) $1,584 Shares 7,130 Est. Cost $139.20 Unrealized +65.8%
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $1,526 Shares 14,081 Est. Cost $120.84 Unrealized +4.9%
NEM NEWMONT CORP 0.5%
Value ($000) $1,482 Shares 30,687 Est. Cost $43.26 Unrealized 0.0%
USB US BANCORP DEL 0.5%
Value ($000) $1,370 Shares 32,440 Est. Cost $29.36 Unrealized +50.5%
OEF ISHARES TR 0.5%
Value ($000) $1,296 Shares 4,784 Est. Cost $118.61 Unrealized
BARRICK GOLD CORP 0.4%
Value ($000) $1,259 Shares 64,739 Est. Cost $17.00 Unrealized
HYGV FLEXSHARES TR 0.4%
Value ($000) $1,240 Shares 30,713 Est. Cost $43.92 Unrealized
QQQ INVESCO QQQ TR 0.4%
Value ($000) $1,203 Shares 2,566 Est. Cost $287.88 Unrealized
ICLO INVESCO ACTIVELY MANAGED EXC 0.4%
Value ($000) $1,202 Shares 47,163 Est. Cost $25.49 Unrealized
EUDG WISDOMTREE TR 0.4%
Value ($000) $1,014 Shares 31,134 Est. Cost $29.70 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $904 Shares 1,569 Est. Cost $256.53 Unrealized +150.7%
HEFA ISHARES TR 0.3%
Value ($000) $900 Shares 24,812 Est. Cost $29.47 Unrealized
EWC ISHARES INC 0.3%
Value ($000) $842 Shares 20,666 Est. Cost $34.18 Unrealized
IAU ISHARES GOLD TR 0.3%
Value ($000) $783 Shares 13,287 Est. Cost $58.87 Unrealized
EEM ISHARES TR 0.3%
Value ($000) $716 Shares 16,379 Est. Cost $44.94 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $704 Shares 4,062 Est. Cost $173.23 Unrealized
QDF FLEXSHARES TR 0.2%
Value ($000) $681 Shares 9,967 Est. Cost $41.98 Unrealized
QDEF FLEXSHARES TR 0.2%
Value ($000) $669 Shares 9,576 Est. Cost $47.02 Unrealized
GUNR FLEXSHARES TR 0.2%
Value ($000) $641 Shares 16,513 Est. Cost $42.29 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $630 Shares 1,183 Est. Cost $262.13 Unrealized +85.5%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $619 Shares 4,798 Est. Cost $102.40 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $617 Shares 4,664 Est. Cost $75.07 Unrealized
PRGO PERRIGO CO PLC 0.2%
Value ($000) $616 Shares 21,966 Est. Cost $37.24 Unrealized -30.4%
ADBE ADOBE INC 0.2%
Value ($000) $604 Shares 1,575 Est. Cost $469.12 Unrealized -8.6%
NG NOVAGOLD RES INC 0.2%
Value ($000) $578 Shares 197,866 Est. Cost $3.46 Unrealized -6.9%
GLBE GLOBAL E ONLINE LTD 0.2%
Value ($000) $571 Shares 16,006 Est. Cost $35.73 Unrealized +37.4%
TQQQ PROSHARES TR 0.2%
Value ($000) $549 Shares 9,588 Est. Cost $57.30 Unrealized
OXY OCCIDENTAL PETE CORP 0.2%
Value ($000) $522 Shares 10,576 Est. Cost $57.97 Unrealized -17.5%
F FORD MTR CO 0.2%
Value ($000) $481 Shares 47,978 Est. Cost $7.10 Unrealized +30.1%
ASML ASML HOLDING N V 0.2%
Value ($000) $474 Shares 715 Est. Cost $641.41 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $472 Shares 2,820 Est. Cost $206.12 Unrealized +1.8%
EWA ISHARES INC 0.2%
Value ($000) $447 Shares 19,067 Est. Cost $22.94 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $445 Shares 7,581 Est. Cost $59.39 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $414 Shares 1,437 Est. Cost $147.77 Unrealized
RIG TRANSOCEAN LTD 0.1%
Value ($000) $395 Shares 124,542 Est. Cost $3.21 Unrealized +9.3%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $386 Shares 2,647 Est. Cost $132.86 Unrealized
AMPL AMPLITUDE INC 0.1%
Value ($000) $381 Shares 37,415 Est. Cost $16.87 Unrealized -30.0%
WDS WOODSIDE ENERGY GROUP LTD 0.1%
Value ($000) $376 Shares 25,923 Est. Cost $14.49 Unrealized
V VISA INC 0.1%
Value ($000) $372 Shares 1,061 Est. Cost $189.83 Unrealized +77.2%
ARES DYNAMIC CR ALLOCATION F 0.1%
Value ($000) $355 Shares 25,127 Est. Cost $14.12 Unrealized
T AT&T INC 0.1%
Value ($000) $336 Shares 11,895 Est. Cost $14.53 Unrealized +67.6%
TWLO TWILIO INC 0.1%
Value ($000) $326 Shares 3,327 Est. Cost $60.80 Unrealized +94.9%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $325 Shares 1,945 Est. Cost $111.72 Unrealized +34.7%
EGO ELDORADO GOLD CORP NEW 0.1%
Value ($000) $303 Shares 18,000 Est. Cost $9.44 Unrealized +59.1%
IWF ISHARES TR 0.1%
Value ($000) $301 Shares 832 Est. Cost $178.22 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.1%
Value ($000) $299 Shares 14,715 Est. Cost $18.47 Unrealized
RH RH 0.1%
Value ($000) $286 Shares 1,222 Est. Cost $398.17 Unrealized -13.1%
GO GROCERY OUTLET HLDG CORP 0.1%
Value ($000) $285 Shares 20,370 Est. Cost $29.94 Unrealized -50.6%
CPRI CAPRI HOLDINGS LIMITED 0.1%
Value ($000) $278 Shares 14,092 Est. Cost $35.07 Unrealized -36.9%
SDRL SEADRILL LTD 0.1%
Value ($000) $267 Shares 10,683 Est. Cost $30.97 Unrealized 0.0%
TLT ISHARES TR 0.1%
Value ($000) $266 Shares 2,926 Est. Cost $91.03 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $261 Shares 1,944 Est. Cost $98.39 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $251 Shares 2,556 Est. Cost $82.68 Unrealized +22.1%
IWM ISHARES TR 0.1%
Value ($000) $246 Shares 1,232 Est. Cost $220.89 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $243 Shares 3,934 Est. Cost $35.74 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $229 Shares 1,382 Est. Cost $138.86 Unrealized +9.8%
NBIS NEBIUS GROUP N.V. 0.1%
Value ($000) $228 Shares 10,785 Est. Cost $32.90 Unrealized 0.0%
LDUR PIMCO ETF TR 0.1%
Value ($000) $227 Shares 2,370 Est. Cost $100.73 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $214 Shares 259 Est. Cost $120.49 Unrealized +586.1%
PLD PROLOGIS INC. 0.1%
Value ($000) $209 Shares 1,867 Est. Cost $103.68 Unrealized +7.9%
XT ISHARES TR 0.1%
Value ($000) $198 Shares 3,445 Est. Cost $52.25 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $198 Shares 249 Est. Cost $117.68 Unrealized +63.8%
STKL SUNOPTA INC 0.1%
Value ($000) $188 Shares 38,604 Est. Cost $5.01 Unrealized +32.9%
HTGC HERCULES CAPITAL INC 0.1%
Value ($000) $187 Shares 9,759 Est. Cost $16.95 Unrealized +19.1%
VIGI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $185 Shares 2,228 Est. Cost $81.07 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value ($000) $181 Shares 333 Est. Cost $464.16 Unrealized
APA APA CORPORATION 0.1%
Value ($000) $167 Shares 7,963 Est. Cost $28.58 Unrealized -26.4%
BBBY BEYOND INC 0.1%
Value ($000) $149 Shares 25,612 Est. Cost $19.53 Unrealized -65.8%
PFE PFIZER INC 0.0%
Value ($000) $140 Shares 5,519 Est. Cost $28.45 Unrealized -13.1%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $135 Shares 142 Est. Cost $291.68 Unrealized +232.7%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $127 Shares 227 Est. Cost $406.58 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $123 Shares 4,709 Est. Cost $25.88 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $113 Shares 1,264 Est. Cost $65.16 Unrealized +38.3%
ACWI ISHARES TR 0.0%
Value ($000) $112 Shares 965 Est. Cost $62.69 Unrealized
KVUE KENVUE INC 0.0%
Value ($000) $102 Shares 4,272 Est. Cost $20.41 Unrealized +4.7%
NKE NIKE INC 0.0%
Value ($000) $99 Shares 1,567 Est. Cost $126.88 Unrealized -43.2%
MSOS ADVISORSHARES TR 0.0%
Value ($000) $96 Shares 36,632 Est. Cost $11.74 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $95 Shares 4,302 Est. Cost $13.96 Unrealized +49.3%
PINS PINTEREST INC 0.0%
Value ($000) $92 Shares 2,979 Est. Cost $33.88 Unrealized 0.0%
HD HOME DEPOT INC 0.0%
Value ($000) $83 Shares 226 Est. Cost $308.59 Unrealized +23.4%
ALB ALBEMARLE CORP 0.0%
Value ($000) $81 Shares 1,124 Est. Cost $189.63 Unrealized -57.9%
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $81 Shares 1,610 Est. Cost $29.81 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $81 Shares 1,780 Est. Cost $43.72 Unrealized
RS RELIANCE INC 0.0%
Value ($000) $72 Shares 250 Est. Cost $154.59 Unrealized +85.1%
CRON CRONOS GROUP INC 0.0%
Value ($000) $69 Shares 37,935 Est. Cost $2.32 Unrealized -16.5%
ABBV ABBVIE INC 0.0%
Value ($000) $68 Shares 326 Est. Cost $82.96 Unrealized +128.3%
IDV ISHARES TR 0.0%
Value ($000) $65 Shares 2,081 Est. Cost $25.13 Unrealized
WMT WALMART INC 0.0%
Value ($000) $60 Shares 678 Est. Cost $49.49 Unrealized +87.8%
ROKU ROKU INC 0.0%
Value ($000) $56 Shares 801 Est. Cost $58.63 Unrealized +36.5%
HYUP DBX ETF TR 0.0%
Value ($000) $54 Shares 1,300 Est. Cost $40.73 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $52 Shares 445 Est. Cost $122.90 Unrealized +9.0%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $52 Shares 357 Est. Cost $81.21 Unrealized +105.2%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $51 Shares 167 Est. Cost $207.28 Unrealized +42.5%
ETN EATON CORP PLC 0.0%
Value ($000) $51 Shares 187 Est. Cost $176.82 Unrealized +74.5%
CRM SALESFORCE INC 0.0%
Value ($000) $50 Shares 187 Est. Cost $227.82 Unrealized +35.6%
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $50 Shares 4,429 Est. Cost $13.18 Unrealized
ITB ISHARES TR 0.0%
Value ($000) $48 Shares 500 Est. Cost $44.00 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $47 Shares 456 Est. Cost $94.20 Unrealized +18.0%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $45 Shares 509 Est. Cost $145.94 Unrealized -49.0%
BLK BLACKROCK INC 0.0%
Value ($000) $40 Shares 42 Est. Cost $991.05 Unrealized -2.9%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $39 Shares 534 Est. Cost $59.77 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $36 Shares 208 Est. Cost $125.37 Unrealized +29.3%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $34 Shares 470 Est. Cost $74.98 Unrealized +4.2%
EMXC ISHARES INC 0.0%
Value ($000) $33 Shares 590 Est. Cost $47.66 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $31 Shares 674 Est. Cost $33.14 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $30 Shares 628 Est. Cost $72.70 Unrealized -25.5%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $30 Shares 51 Est. Cost $430.77 Unrealized +29.4%
JIG J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $28 Shares 441 Est. Cost $68.89 Unrealized
PNNT PENNANTPARK INVT CORP 0.0%
Value ($000) $28 Shares 3,940 Est. Cost $3.98 Unrealized +53.1%
PAYX PAYCHEX INC 0.0%
Value ($000) $26 Shares 167 Est. Cost $109.87 Unrealized +30.3%
INTC INTEL CORP 0.0%
Value ($000) $25 Shares 1,117 Est. Cost $48.04 Unrealized -54.5%
NVS NOVARTIS AG 0.0%
Value ($000) $24 Shares 217 Est. Cost $84.19 Unrealized
BIDU BAIDU INC 0.0%
Value ($000) $24 Shares 260 Est. Cost $161.85 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $22 Shares 576 Est. Cost $34.59 Unrealized 0.0%
FDUS FIDUS INVT CORP 0.0%
Value ($000) $20 Shares 992 Est. Cost $10.84 Unrealized +82.5%
ABT ABBOTT LABS 0.0%
Value ($000) $20 Shares 148 Est. Cost $118.69 Unrealized +5.7%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $20 Shares 10 Est. Cost $1337.49 Unrealized +48.4%
GOOG ALPHABET INC 0.0%
Value ($000) $19 Shares 120 Est. Cost $122.02 Unrealized +49.5%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $18 Shares 37 Est. Cost $535.72 Unrealized +0.8%
EMR EMERSON ELEC CO 0.0%
Value ($000) $18 Shares 167 Est. Cost $86.51 Unrealized +37.3%
KLAC KLA CORP 0.0%
Value ($000) $15 Shares 22 Est. Cost $476.37 Unrealized +50.1%
NUE NUCOR CORP 0.0%
Value ($000) $12 Shares 100 Est. Cost $102.52 Unrealized +23.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $12 Shares 70 Est. Cost $108.58 Unrealized
AL AIR LEASE CORP 0.0%
Value ($000) $11 Shares 225 Est. Cost $40.12 Unrealized +15.2%
ZH ZHIHU INC 0.0%
Value ($000) $11 Shares 2,483 Est. Cost $2.73 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $10 Shares 7 Est. Cost $457.04 Unrealized +173.0%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $10 Shares 20 Est. Cost $206.46 Unrealized +151.2%
CZR CAESARS ENTERTAINMENT INC NE 0.0%
Value ($000) $9 Shares 375 Est. Cost $101.38 Unrealized -67.9%
MRNA MODERNA INC 0.0%
Value ($000) $8 Shares 290 Est. Cost $108.21 Unrealized -67.2%
XSLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $8 Shares 167 Est. Cost $32.95 Unrealized
INTU INTUIT 0.0%
Value ($000) $7 Shares 12 Est. Cost $381.56 Unrealized +56.6%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $7 Shares 21 Est. Cost $178.56 Unrealized +101.1%
AME AMETEK INC 0.0%
Value ($000) $6 Shares 36 Est. Cost $108.90 Unrealized +65.9%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $6 Shares 69 Est. Cost $60.75 Unrealized +57.6%
JPM JPMORGAN CHASE & CO. 0.0%
Value ($000) $6 Shares 24 Est. Cost $139.65 Unrealized +79.7%
DE DEERE & CO 0.0%
Value ($000) $6 Shares 12 Est. Cost $328.58 Unrealized +40.5%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $6 Shares 18 Est. Cost $315.89 Unrealized +10.6%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $5 Shares 48 Est. Cost $54.21 Unrealized +85.8%
GLOB GLOBANT S A 0.0%
Value ($000) $5 Shares 40 Est. Cost $99.53 Unrealized +80.2%
HON HONEYWELL INTL INC 0.0%
Value ($000) $4 Shares 21 Est. Cost $180.97 Unrealized +9.6%
BAC BANK AMERICA CORP 0.0%
Value ($000) $4 Shares 105 Est. Cost $23.07 Unrealized +89.1%
CSX CSX CORP 0.0%
Value ($000) $4 Shares 144 Est. Cost $33.29 Unrealized -6.0%
IEP ICAHN ENTERPRISES LP 0.0%
Value ($000) $4 Shares 420 Est. Cost $50.00 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $4 Shares 55 Est. Cost $69.68 Unrealized -16.8%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $4 Shares 15 Est. Cost $238.75 Unrealized +5.0%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $4 Shares 68 Est. Cost $43.70 Unrealized +39.4%
PEP PEPSICO INC 0.0%
Value ($000) $4 Shares 24 Est. Cost $143.54 Unrealized -0.0%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $3 Shares 18 Est. Cost $160.12 Unrealized +13.8%
MPC MARATHON PETE CORP 0.0%
Value ($000) $3 Shares 22 Est. Cost $58.41 Unrealized +148.5%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $455.58 Unrealized +9.6%
ALC ALCON AG 0.0%
Value ($000) $3 Shares 33 Est. Cost $84.91 Unrealized +5.3%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $131.09 Unrealized -21.1%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $3 Shares 21 Est. Cost $65.12 Unrealized +98.7%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $2 Shares 28 Est. Cost $51.82 Unrealized +47.0%
TMUS T-MOBILE US INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $113.68 Unrealized +113.8%
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value ($000) $2 Shares 183 Est. Cost $9.74 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $282.90 Unrealized +34.7%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $441.83 Unrealized +14.9%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $2 Shares 20 Est. Cost $80.90 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $202.75 Unrealized -12.3%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $2 Shares 9 Est. Cost $47.25 Unrealized +464.3%
INVESTMENT MANAGERS SER TR I 0.0%
Value ($000) $2 Shares 38 Est. Cost $26.76 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $1 Shares 12 Est. Cost $47.93 Unrealized +123.7%
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $1 Shares 6 Est. Cost $201.24 Unrealized +31.1%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $102.84 Unrealized -1.4%
EXC EXELON CORP 0.0%
Value ($000) $1 Shares 22 Est. Cost $32.52 Unrealized +24.5%
VALE VALE S A 0.0%
Value ($000) $1 Shares 100 Est. Cost $11.74 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $1 Shares 33 Est. Cost $44.88 Unrealized -25.1%
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $60.79 Unrealized +12.5%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $131.56 Unrealized -44.2%
CE CELANESE CORP DEL 0.0%
Value ($000) $1 Shares 14 Est. Cost $151.80 Unrealized -58.9%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $1 Shares 4 Est. Cost $134.13 Unrealized +22.2%
TTD THE TRADE DESK INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $87.59 Unrealized +3.3%
DIS DISNEY WALT CO 0.0%
Value ($000) $0 Shares 5 Est. Cost $157.79 Unrealized -32.6%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $77.35 Unrealized -11.2%