Cedar Wealth Management, LLC Diversified Active

CIK: 0001665642 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 12, 2025

Total Value ($000): $326,341 (100.0% shares, 0.0% debt)

Holdings (244)

VTI VANGUARD INDEX FDS 20.2%
Value ($000) $65,985 Shares 201,071 Est. Cost $144.30 Unrealized
SCHD SCHWAB STRATEGIC TR 12.1%
Value ($000) $39,466 Shares 1,445,656 Est. Cost $41.18 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 9.5%
Value ($000) $31,157 Shares 541,680 Est. Cost $51.40 Unrealized
IDHQ INVESCO EXCH TRADED FD TR II 8.4%
Value ($000) $27,379 Shares 813,645 Est. Cost $27.52 Unrealized
ESGV VANGUARD WORLD FD 7.4%
Value ($000) $23,990 Shares 202,551 Est. Cost $76.68 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 4.8%
Value ($000) $15,529 Shares 136,678 Est. Cost $84.61 Unrealized
PM PHILIP MORRIS INTL INC 3.7%
Value ($000) $12,141 Shares 74,851 Est. Cost $60.82 Unrealized +171.6%
DFAC DIMENSIONAL ETF TRUST 3.6%
Value ($000) $11,660 Shares 302,298 Est. Cost $25.48 Unrealized
VOO VANGUARD INDEX FDS 2.5%
Value ($000) $8,025 Shares 13,105 Est. Cost $496.84 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 2.2%
Value ($000) $7,134 Shares 97,336 Est. Cost $49.46 Unrealized
IWV ISHARES TR 2.1%
Value ($000) $6,717 Shares 17,725 Est. Cost $230.64 Unrealized
MO ALTRIA GROUP INC 1.8%
Value ($000) $5,901 Shares 89,333 Est. Cost $31.33 Unrealized +96.0%
VGK VANGUARD INTL EQUITY INDEX F 1.6%
Value ($000) $5,314 Shares 66,595 Est. Cost $60.12 Unrealized
GOOGL ALPHABET INC 1.2%
Value ($000) $3,880 Shares 15,959 Est. Cost $126.52 Unrealized +65.4%
AMZN AMAZON COM INC 1.0%
Value ($000) $3,376 Shares 15,374 Est. Cost $120.71 Unrealized +87.5%
MDLZ MONDELEZ INTL INC 0.9%
Value ($000) $3,071 Shares 49,155 Est. Cost $46.15 Unrealized +37.4%
CLOZ SERIES PORTFOLIOS TR 0.8%
Value ($000) $2,695 Shares 100,477 Est. Cost $26.59 Unrealized
NVDA NVIDIA CORPORATION 0.8%
Value ($000) $2,644 Shares 14,172 Est. Cost $120.97 Unrealized +44.1%
AAPL APPLE INC 0.8%
Value ($000) $2,574 Shares 10,107 Est. Cost $163.14 Unrealized +38.3%
MSFT MICROSOFT CORP 0.7%
Value ($000) $2,199 Shares 4,246 Est. Cost $160.31 Unrealized +217.3%
EWJ ISHARES INC 0.6%
Value ($000) $2,104 Shares 26,231 Est. Cost $59.00 Unrealized
ICLO INVESCO ACTIVELY MANAGED EXC 0.6%
Value ($000) $1,965 Shares 76,714 Est. Cost $25.52 Unrealized
OEF ISHARES TR 0.5%
Value ($000) $1,592 Shares 4,784 Est. Cost $118.61 Unrealized
NG NOVAGOLD RES INC 0.5%
Value ($000) $1,553 Shares 176,503 Est. Cost $3.53 Unrealized +73.3%
QQQ INVESCO QQQ TR 0.5%
Value ($000) $1,547 Shares 2,576 Est. Cost $292.92 Unrealized
USB US BANCORP DEL 0.5%
Value ($000) $1,543 Shares 31,918 Est. Cost $29.36 Unrealized +57.9%
META META PLATFORMS INC 0.4%
Value ($000) $1,221 Shares 1,663 Est. Cost $280.82 Unrealized +164.7%
HYGV FLEXSHARES TR 0.3%
Value ($000) $1,101 Shares 26,712 Est. Cost $43.92 Unrealized
EUDG WISDOMTREE TR 0.3%
Value ($000) $1,096 Shares 31,134 Est. Cost $29.70 Unrealized
EWC ISHARES INC 0.3%
Value ($000) $1,045 Shares 20,666 Est. Cost $34.18 Unrealized
HEFA ISHARES TR 0.3%
Value ($000) $983 Shares 24,812 Est. Cost $29.47 Unrealized
IWM ISHARES TR 0.3%
Value ($000) $979 Shares 4,047 Est. Cost $217.29 Unrealized
IAU ISHARES GOLD TR 0.3%
Value ($000) $973 Shares 13,365 Est. Cost $58.87 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $880 Shares 4,639 Est. Cost $174.27 Unrealized
EEM ISHARES TR 0.3%
Value ($000) $875 Shares 16,379 Est. Cost $44.94 Unrealized
QDF FLEXSHARES TR 0.2%
Value ($000) $791 Shares 9,967 Est. Cost $41.98 Unrealized
QDEF FLEXSHARES TR 0.2%
Value ($000) $766 Shares 9,576 Est. Cost $47.02 Unrealized
SITM SITIME CORP 0.2%
Value ($000) $716 Shares 2,377 Est. Cost $231.82 Unrealized 0.0%
ASML ASML HOLDING N V 0.2%
Value ($000) $692 Shares 715 Est. Cost $641.41 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $676 Shares 4,798 Est. Cost $102.40 Unrealized
GARP ISHARES TR 0.2%
Value ($000) $644 Shares 9,805 Est. Cost $65.64 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $609 Shares 1,212 Est. Cost $268.01 Unrealized +80.7%
AVGO BROADCOM INC 0.2%
Value ($000) $594 Shares 1,800 Est. Cost $206.12 Unrealized +48.3%
RIG TRANSOCEAN LTD 0.2%
Value ($000) $593 Shares 190,028 Est. Cost $2.99 Unrealized +0.8%
F FORD MTR CO 0.2%
Value ($000) $574 Shares 47,978 Est. Cost $7.10 Unrealized +59.4%
GLBE GLOBAL E ONLINE LTD 0.2%
Value ($000) $572 Shares 16,006 Est. Cost $35.73 Unrealized -4.5%
RH RH 0.2%
Value ($000) $523 Shares 2,575 Est. Cost $288.41 Unrealized -24.7%
EWA ISHARES INC 0.2%
Value ($000) $515 Shares 19,067 Est. Cost $22.94 Unrealized
OXY OCCIDENTAL PETE CORP 0.2%
Value ($000) $500 Shares 10,574 Est. Cost $57.97 Unrealized -22.8%
NEM NEWMONT CORP 0.1%
Value ($000) $488 Shares 5,786 Est. Cost $46.36 Unrealized +49.7%
SDRL SEADRILL LTD 0.1%
Value ($000) $465 Shares 15,380 Est. Cost $28.72 Unrealized +6.1%
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $452 Shares 7,676 Est. Cost $59.39 Unrealized
EWZ ISHARES INC 0.1%
Value ($000) $450 Shares 14,519 Est. Cost $28.85 Unrealized
B BARRICK MNG CORP 0.1%
Value ($000) $434 Shares 13,240 Est. Cost $19.29 Unrealized +30.4%
HIMS HIMS & HERS HEALTH INC 0.1%
Value ($000) $422 Shares 7,446 Est. Cost $45.20 Unrealized +13.4%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $408 Shares 10,405 Est. Cost $43.20 Unrealized 0.0%
AMPL AMPLITUDE INC 0.1%
Value ($000) $401 Shares 37,415 Est. Cost $16.87 Unrealized -29.7%
V VISA INC 0.1%
Value ($000) $392 Shares 1,149 Est. Cost $201.73 Unrealized +71.1%
WDS WOODSIDE ENERGY GROUP LTD 0.1%
Value ($000) $390 Shares 25,923 Est. Cost $14.49 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $390 Shares 832 Est. Cost $178.22 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $368 Shares 2,647 Est. Cost $132.86 Unrealized
PRGO PERRIGO CO PLC 0.1%
Value ($000) $367 Shares 16,470 Est. Cost $37.24 Unrealized -34.4%
SGOV ISHARES TR 0.1%
Value ($000) $366 Shares 3,632 Est. Cost $100.70 Unrealized
T AT&T INC 0.1%
Value ($000) $336 Shares 11,895 Est. Cost $14.53 Unrealized +93.2%
TWLO TWILIO INC 0.1%
Value ($000) $333 Shares 3,327 Est. Cost $60.80 Unrealized +85.2%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $327 Shares 2,103 Est. Cost $114.57 Unrealized +32.9%
NLY ANNALY CAPITAL MANAGEMENT IN 0.1%
Value ($000) $297 Shares 14,715 Est. Cost $18.47 Unrealized
ARES DYNAMIC CR ALLOCATION F 0.1%
Value ($000) $294 Shares 20,927 Est. Cost $14.12 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $290 Shares 815 Est. Cost $147.77 Unrealized
TLT ISHARES TR 0.1%
Value ($000) $286 Shares 3,195 Est. Cost $90.80 Unrealized
CPRI CAPRI HOLDINGS LIMITED 0.1%
Value ($000) $281 Shares 14,092 Est. Cost $35.07 Unrealized -42.8%
VRT VERTIV HOLDINGS CO 0.1%
Value ($000) $275 Shares 1,826 Est. Cost $133.31 Unrealized 0.0%
DGRO ISHARES TR 0.1%
Value ($000) $268 Shares 3,934 Est. Cost $35.74 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $261 Shares 1,840 Est. Cost $98.39 Unrealized
VAL VALARIS LTD 0.1%
Value ($000) $258 Shares 5,291 Est. Cost $37.62 Unrealized +29.7%
BBBY BED BATH & BEYOND INC 0.1%
Value ($000) $251 Shares 25,612 Est. Cost $19.53 Unrealized -53.4%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $249 Shares 333 Est. Cost $464.16 Unrealized
XT ISHARES TR 0.1%
Value ($000) $248 Shares 3,445 Est. Cost $52.25 Unrealized
GUNR FLEXSHARES TR 0.1%
Value ($000) $241 Shares 5,505 Est. Cost $42.29 Unrealized
EGO ELDORADO GOLD CORP NEW 0.1%
Value ($000) $234 Shares 8,100 Est. Cost $9.44 Unrealized +149.4%
ADBE ADOBE INC 0.1%
Value ($000) $232 Shares 658 Est. Cost $469.12 Unrealized -23.5%
NOW SERVICENOW INC 0.1%
Value ($000) $229 Shares 249 Est. Cost $117.68 Unrealized +58.7%
NE NOBLE CORP PLC 0.1%
Value ($000) $227 Shares 8,035 Est. Cost $22.94 Unrealized +20.1%
STKL SUNOPTA INC 0.1%
Value ($000) $226 Shares 38,604 Est. Cost $5.01 Unrealized +23.8%
SBUX STARBUCKS CORP 0.1%
Value ($000) $216 Shares 2,556 Est. Cost $82.68 Unrealized +7.1%
LDUR PIMCO ETF TR 0.1%
Value ($000) $208 Shares 2,168 Est. Cost $100.73 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $201 Shares 263 Est. Cost $137.67 Unrealized +439.1%
VIGI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $194 Shares 2,168 Est. Cost $81.07 Unrealized
MSOS ADVISORSHARES TR 0.1%
Value ($000) $175 Shares 36,632 Est. Cost $11.74 Unrealized
HTGC HERCULES CAPITAL INC 0.1%
Value ($000) $169 Shares 8,959 Est. Cost $16.95 Unrealized +13.0%
PROSHARES TR 0.0%
Value ($000) $152 Shares 10,000 Est. Cost $15.23 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $151 Shares 227 Est. Cost $406.58 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $148 Shares 4,709 Est. Cost $25.88 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $146 Shares 902 Est. Cost $115.77 Unrealized +39.4%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $144 Shares 155 Est. Cost $350.31 Unrealized +173.1%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $143 Shares 855 Est. Cost $90.60 Unrealized +41.1%
MPLX MPLX LP 0.0%
Value ($000) $142 Shares 2,843 Est. Cost $51.21 Unrealized
BITO PROSHARES TR 0.0%
Value ($000) $135 Shares 6,845 Est. Cost $19.68 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $133 Shares 965 Est. Cost $62.69 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $125 Shares 4,919 Est. Cost $28.36 Unrealized -14.9%
MSTR STRATEGY INC 0.0%
Value ($000) $111 Shares 345 Est. Cost $371.01 Unrealized 0.0%
CRON CRONOS GROUP INC 0.0%
Value ($000) $105 Shares 37,935 Est. Cost $2.32 Unrealized +1.6%
MRK MERCK & CO INC 0.0%
Value ($000) $99 Shares 1,174 Est. Cost $65.66 Unrealized +23.4%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $96 Shares 1,780 Est. Cost $43.72 Unrealized
NKE NIKE INC 0.0%
Value ($000) $96 Shares 1,379 Est. Cost $126.88 Unrealized -41.8%
HD HOME DEPOT INC 0.0%
Value ($000) $92 Shares 226 Est. Cost $308.59 Unrealized +26.1%
ALB ALBEMARLE CORP 0.0%
Value ($000) $91 Shares 1,124 Est. Cost $189.63 Unrealized -59.6%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $88 Shares 4,302 Est. Cost $13.96 Unrealized +52.7%
WMT WALMART INC 0.0%
Value ($000) $85 Shares 824 Est. Cost $57.51 Unrealized +72.6%
ABBV ABBVIE INC 0.0%
Value ($000) $82 Shares 356 Est. Cost $91.11 Unrealized +121.7%
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $80 Shares 1,610 Est. Cost $29.81 Unrealized
IDV ISHARES TR 0.0%
Value ($000) $76 Shares 2,081 Est. Cost $25.13 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $73 Shares 357 Est. Cost $81.21 Unrealized +122.6%
ETN EATON CORP PLC 0.0%
Value ($000) $70 Shares 187 Est. Cost $176.82 Unrealized +105.4%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $63 Shares 470 Est. Cost $74.98 Unrealized +40.7%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $61 Shares 616 Est. Cost $93.99 Unrealized
IEF ISHARES TR 0.0%
Value ($000) $57 Shares 595 Est. Cost $95.70 Unrealized
HYUP DBX ETF TR 0.0%
Value ($000) $56 Shares 1,300 Est. Cost $40.73 Unrealized
KVUE KENVUE INC 0.0%
Value ($000) $53 Shares 3,252 Est. Cost $20.41 Unrealized -1.7%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $53 Shares 509 Est. Cost $145.94 Unrealized -25.4%
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $51 Shares 4,429 Est. Cost $13.18 Unrealized
ITB ISHARES TR 0.0%
Value ($000) $51 Shares 477 Est. Cost $44.00 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $51 Shares 427 Est. Cost $119.02 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $49 Shares 167 Est. Cost $207.28 Unrealized +43.7%
BLK BLACKROCK INC 0.0%
Value ($000) $49 Shares 42 Est. Cost $991.05 Unrealized +11.9%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $46 Shares 582 Est. Cost $78.71 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $44 Shares 187 Est. Cost $227.82 Unrealized +10.4%
GDX VANECK ETF TRUST 0.0%
Value ($000) $40 Shares 529 Est. Cost $33.14 Unrealized
CLOX SERIES PORTFOLIOS TR 0.0%
Value ($000) $40 Shares 1,565 Est. Cost $25.59 Unrealized
RS RELIANCE INC 0.0%
Value ($000) $40 Shares 141 Est. Cost $154.59 Unrealized +94.1%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $38 Shares 1,430 Est. Cost $23.73 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $37 Shares 134 Est. Cost $190.12 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $37 Shares 261 Est. Cost $109.05 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $37 Shares 841 Est. Cost $42.04 Unrealized +1.1%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $37 Shares 198 Est. Cost $176.47 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $35 Shares 208 Est. Cost $125.37 Unrealized +41.8%
BIDU BAIDU INC 0.0%
Value ($000) $34 Shares 260 Est. Cost $161.85 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $33 Shares 518 Est. Cost $72.70 Unrealized -8.0%
GOOG ALPHABET INC 0.0%
Value ($000) $29 Shares 120 Est. Cost $122.02 Unrealized +72.0%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $29 Shares 225 Est. Cost $122.90 Unrealized -1.9%
PNNT PENNANTPARK INVT CORP 0.0%
Value ($000) $26 Shares 3,940 Est. Cost $3.98 Unrealized +64.4%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $25 Shares 703 Est. Cost $33.99 Unrealized -1.1%
KLAC KLA CORP 0.0%
Value ($000) $24 Shares 22 Est. Cost $476.37 Unrealized +95.3%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $24 Shares 209 Est. Cost $106.15 Unrealized +3.3%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $23 Shares 10 Est. Cost $1337.49 Unrealized +79.5%
SPYM SPDR SERIES TRUST 0.0%
Value ($000) $22 Shares 278 Est. Cost $78.34 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $21 Shares 167 Est. Cost $109.87 Unrealized +24.9%
ETHA ISHARES ETHEREUM TR 0.0%
Value ($000) $21 Shares 665 Est. Cost $31.51 Unrealized
FDUS FIDUS INVT CORP 0.0%
Value ($000) $20 Shares 992 Est. Cost $10.84 Unrealized +85.1%
ABT ABBOTT LABS 0.0%
Value ($000) $20 Shares 148 Est. Cost $118.69 Unrealized +10.0%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $20 Shares 58 Est. Cost $339.07 Unrealized 0.0%
BMNR BITMINE IMMERSION TECNOLOGIE 0.0%
Value ($000) $19 Shares 370 Est. Cost $50.65 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $19 Shares 318 Est. Cost $57.00 Unrealized
APA APA CORPORATION 0.0%
Value ($000) $18 Shares 761 Est. Cost $27.56 Unrealized -24.4%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $18 Shares 37 Est. Cost $430.77 Unrealized +23.4%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $18 Shares 37 Est. Cost $535.72 Unrealized -13.2%
ELF E L F BEAUTY INC 0.0%
Value ($000) $18 Shares 135 Est. Cost $123.34 Unrealized 0.0%
IJH ISHARES TR 0.0%
Value ($000) $17 Shares 262 Est. Cost $62.03 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $17 Shares 398 Est. Cost $41.45 Unrealized
JPM JPMORGAN CHASE & CO. 0.0%
Value ($000) $16 Shares 51 Est. Cost $199.48 Unrealized +48.3%
PEP PEPSICO INC 0.0%
Value ($000) $15 Shares 109 Est. Cost $137.84 Unrealized +1.9%
ZH ZHIHU INC 0.0%
Value ($000) $13 Shares 2,483 Est. Cost $2.73 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $13 Shares 184 Est. Cost $60.38 Unrealized +11.6%
CELH CELSIUS HLDGS INC 0.0%
Value ($000) $12 Shares 207 Est. Cost $52.29 Unrealized 0.0%
EMXC ISHARES INC 0.0%
Value ($000) $11 Shares 157 Est. Cost $47.66 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $10 Shares 57 Est. Cost $75.07 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $10 Shares 65 Est. Cost $159.13 Unrealized -2.7%
BBAI BIGBEAR AI HLDGS INC 0.0%
Value ($000) $10 Shares 1,525 Est. Cost $6.40 Unrealized 0.0%
BAC BANK AMERICA CORP 0.0%
Value ($000) $10 Shares 191 Est. Cost $31.35 Unrealized +54.2%
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $9 Shares 195 Est. Cost $47.75 Unrealized 0.0%
EDV VANGUARD WORLD FD 0.0%
Value ($000) $9 Shares 134 Est. Cost $67.26 Unrealized
GABELLI DIVID & INCOME TR 0.0%
Value ($000) $9 Shares 336 Est. Cost $25.99 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $9 Shares 49 Est. Cost $138.86 Unrealized +22.1%
TSLA TESLA INC 0.0%
Value ($000) $9 Shares 20 Est. Cost $301.28 Unrealized +15.1%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $9 Shares 21 Est. Cost $178.56 Unrealized +138.9%
RTX RTX CORPORATION 0.0%
Value ($000) $9 Shares 52 Est. Cost $131.75 Unrealized +17.1%
ACHR ARCHER AVIATION INC 0.0%
Value ($000) $9 Shares 900 Est. Cost $9.90 Unrealized 0.0%
INTC INTEL CORP 0.0%
Value ($000) $8 Shares 253 Est. Cost $48.04 Unrealized -49.6%
INTU INTUIT 0.0%
Value ($000) $8 Shares 12 Est. Cost $381.56 Unrealized +88.6%
XSLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $8 Shares 167 Est. Cost $32.95 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $8 Shares 101 Est. Cost $67.01 Unrealized +1.2%
NFLX NETFLIX INC 0.0%
Value ($000) $7 Shares 6 Est. Cost $113.07 Unrealized +7.9%
VST VISTRA CORP 0.0%
Value ($000) $7 Shares 37 Est. Cost $147.45 Unrealized +34.1%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $7 Shares 63 Est. Cost $101.98 Unrealized +6.1%
FUBO FUBOTV INC 0.0%
Value ($000) $7 Shares 1,700 Est. Cost $3.78 Unrealized 0.0%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $7 Shares 105 Est. Cost $65.00 Unrealized
AME AMETEK INC 0.0%
Value ($000) $7 Shares 36 Est. Cost $108.90 Unrealized +68.5%
PLD PROLOGIS INC. 0.0%
Value ($000) $7 Shares 59 Est. Cost $103.68 Unrealized +4.4%
JIG J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $7 Shares 88 Est. Cost $68.89 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $7 Shares 22 Est. Cost $303.54 Unrealized -0.7%
AMLP ALPS ETF TR 0.0%
Value ($000) $7 Shares 140 Est. Cost $48.88 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $6 Shares 64 Est. Cost $103.69 Unrealized -4.4%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $6 Shares 23 Est. Cost $253.82 Unrealized +2.3%
NVS NOVARTIS AG 0.0%
Value ($000) $6 Shares 50 Est. Cost $84.19 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $6 Shares 13 Est. Cost $206.46 Unrealized +147.1%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $6 Shares 90 Est. Cost $70.32 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $6 Shares 17 Est. Cost $400.41 Unrealized -25.3%
JEF JEFFERIES FINL GROUP INC 0.0%
Value ($000) $6 Shares 88 Est. Cost $48.27 Unrealized +24.1%
DE DEERE & CO 0.0%
Value ($000) $5 Shares 12 Est. Cost $328.58 Unrealized +49.0%
KO COCA COLA CO 0.0%
Value ($000) $5 Shares 82 Est. Cost $69.79 Unrealized -2.7%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $5 Shares 51 Est. Cost $100.28 Unrealized +2.9%
WMB WILLIAMS COS INC 0.0%
Value ($000) $5 Shares 84 Est. Cost $57.67 Unrealized +0.3%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $5 Shares 70 Est. Cost $68.89 Unrealized +4.8%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $5 Shares 181 Est. Cost $26.77 Unrealized +0.8%
BX BLACKSTONE INC 0.0%
Value ($000) $5 Shares 30 Est. Cost $135.11 Unrealized +25.4%
CSX CSX CORP 0.0%
Value ($000) $5 Shares 144 Est. Cost $33.29 Unrealized +1.9%
C CITIGROUP INC 0.0%
Value ($000) $5 Shares 49 Est. Cost $71.20 Unrealized +32.2%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $5 Shares 68 Est. Cost $43.70 Unrealized +64.8%
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $5 Shares 300 Est. Cost $13.27 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $5 Shares 48 Est. Cost $54.21 Unrealized +91.0%
KR KROGER CO 0.0%
Value ($000) $4 Shares 66 Est. Cost $68.18 Unrealized +1.3%
HON HONEYWELL INTL INC 0.0%
Value ($000) $4 Shares 21 Est. Cost $180.97 Unrealized +14.4%
JOBY JOBY AVIATION INC 0.0%
Value ($000) $4 Shares 265 Est. Cost $15.19 Unrealized 0.0%
MPC MARATHON PETE CORP 0.0%
Value ($000) $4 Shares 22 Est. Cost $58.41 Unrealized +198.7%
MMM 3M CO 0.0%
Value ($000) $4 Shares 27 Est. Cost $141.25 Unrealized +8.4%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $4 Shares 15 Est. Cost $238.75 Unrealized +7.8%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $4 Shares 21 Est. Cost $65.12 Unrealized +127.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $4 Shares 136 Est. Cost $26.66 Unrealized -0.6%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $3 Shares 71 Est. Cost $47.18 Unrealized -3.5%
TSN TYSON FOODS INC 0.0%
Value ($000) $3 Shares 59 Est. Cost $56.13 Unrealized -3.1%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $3 Shares 9 Est. Cost $47.25 Unrealized +581.8%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $282.90 Unrealized +60.8%
D DOMINION ENERGY INC 0.0%
Value ($000) $3 Shares 43 Est. Cost $53.16 Unrealized +9.7%
MRNA MODERNA INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $108.21 Unrealized -74.2%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $3 Shares 31 Est. Cost $94.10 Unrealized -6.3%
ALC ALCON AG 0.0%
Value ($000) $2 Shares 33 Est. Cost $84.91 Unrealized -1.7%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $2 Shares 16 Est. Cost $102.84 Unrealized +25.2%
GLOB GLOBANT S A 0.0%
Value ($000) $2 Shares 40 Est. Cost $99.53 Unrealized -26.1%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $160.12 Unrealized +20.7%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $2 Shares 28 Est. Cost $51.82 Unrealized +52.7%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $441.83 Unrealized +20.8%
TMUS T-MOBILE US INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $113.68 Unrealized +111.4%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $2 Shares 20 Est. Cost $80.90 Unrealized
PSLV SPROTT ASSET MANAGEMENT LP 0.0%
Value ($000) $2 Shares 100 Est. Cost $9.74 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $1 Shares 6 Est. Cost $315.89 Unrealized -17.5%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $131.09 Unrealized -36.1%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $1 Shares 33 Est. Cost $44.88 Unrealized -18.2%
VALE VALE S A 0.0%
Value ($000) $1 Shares 100 Est. Cost $11.74 Unrealized
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $60.79 Unrealized +20.0%
EXC EXELON CORP 0.0%
Value ($000) $1 Shares 22 Est. Cost $32.52 Unrealized +33.4%
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $1 Shares 6 Est. Cost $201.24 Unrealized -10.1%
DIS DISNEY WALT CO 0.0%
Value ($000) $1 Shares 5 Est. Cost $157.79 Unrealized -25.9%
CE CELANESE CORP DEL 0.0%
Value ($000) $0 Shares 7 Est. Cost $151.80 Unrealized -67.2%
TTD THE TRADE DESK INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $87.59 Unrealized -27.6%