Key Client Fiduciary Advisors, LLC Diversified Active

CIK: 0001912612 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 17, 2025

Total Value ($000): $226,861 (100.0% shares, 0.0% debt)

Holdings (195)

RDVY FIRST TR EXCHANGE-TRADED FD 7.7%
Value ($000) $17,408 Shares 294,350 Est. Cost $49.54 Unrealized
AAPL APPLE INC 5.7%
Value ($000) $12,892 Shares 51,480 Est. Cost $153.37 Unrealized +52.9%
MSFT MICROSOFT CORP 4.4%
Value ($000) $10,052 Shares 23,849 Est. Cost $285.72 Unrealized +47.8%
MISL FIRST TR EXCHANGE-TRADED FD 4.2%
Value ($000) $9,553 Shares 313,895 Est. Cost $24.07 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 3.1%
Value ($000) $7,039 Shares 174,835 Est. Cost $35.88 Unrealized
AMZN AMAZON COM INC 2.8%
Value ($000) $6,464 Shares 29,466 Est. Cost $124.65 Unrealized +64.1%
SPY SPDR S&P 500 ETF TR 2.8%
Value ($000) $6,307 Shares 10,761 Est. Cost $460.29 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 2.4%
Value ($000) $5,376 Shares 61,220 Est. Cost $83.04 Unrealized
NVDA NVIDIA CORPORATION 2.3%
Value ($000) $5,294 Shares 39,425 Est. Cost $95.59 Unrealized +44.1%
XLU SELECT SECTOR SPDR TR 1.9%
Value ($000) $4,326 Shares 57,148 Est. Cost $70.88 Unrealized
QQQ INVESCO QQQ TR 1.9%
Value ($000) $4,226 Shares 8,265 Est. Cost $367.13 Unrealized
WMT WALMART INC 1.6%
Value ($000) $3,659 Shares 40,497 Est. Cost $57.05 Unrealized +50.4%
NLY ANNALY CAPITAL MANAGEMENT IN 1.5%
Value ($000) $3,345 Shares 182,809 Est. Cost $17.64 Unrealized
FXG FIRST TR EXCHANGE TRADED FD 1.5%
Value ($000) $3,295 Shares 51,440 Est. Cost $63.94 Unrealized
XNOV FIRST TR EXCHNG TRADED FD VI 1.2%
Value ($000) $2,739 Shares 80,515 Est. Cost $32.57 Unrealized
MLPX GLOBAL X FDS 1.1%
Value ($000) $2,571 Shares 42,460 Est. Cost $60.56 Unrealized
PRU PRUDENTIAL FINL INC 1.1%
Value ($000) $2,558 Shares 21,582 Est. Cost $84.51 Unrealized +38.1%
ABBV ABBVIE INC 1.1%
Value ($000) $2,426 Shares 13,652 Est. Cost $131.45 Unrealized +35.0%
PEG PUBLIC SVC ENTERPRISE GRP IN 1.0%
Value ($000) $2,372 Shares 28,078 Est. Cost $52.36 Unrealized +62.9%
VOO VANGUARD INDEX FDS 1.0%
Value ($000) $2,289 Shares 4,248 Est. Cost $465.49 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.0%
Value ($000) $2,169 Shares 9,865 Est. Cost $122.85 Unrealized +76.1%
PYPL PAYPAL HLDGS INC 1.0%
Value ($000) $2,165 Shares 25,368 Est. Cost $98.60 Unrealized -14.9%
FTSM FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $2,144 Shares 35,871 Est. Cost $59.59 Unrealized
ORCL ORACLE CORP 0.9%
Value ($000) $2,088 Shares 12,531 Est. Cost $122.69 Unrealized +43.3%
ORCL ORACLE CORP 0.9%
Value ($000) $1,950 Shares 11,700 Est. Cost $122.69 Unrealized +43.3%
FTSL FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $1,927 Shares 41,682 Est. Cost $46.83 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $1,889 Shares 4,167 Est. Cost $309.14 Unrealized +49.4%
TSLA TESLA INC 0.8%
Value ($000) $1,838 Shares 4,551 Est. Cost $222.40 Unrealized +44.7%
RWL INVESCO EXCH TRADED FD TR II 0.8%
Value ($000) $1,824 Shares 18,631 Est. Cost $87.18 Unrealized
GOOGL ALPHABET INC 0.8%
Value ($000) $1,817 Shares 9,599 Est. Cost $113.00 Unrealized +54.1%
JPM JPMORGAN CHASE & CO. 0.8%
Value ($000) $1,750 Shares 7,301 Est. Cost $141.52 Unrealized +61.1%
HD HOME DEPOT INC 0.8%
Value ($000) $1,728 Shares 4,442 Est. Cost $305.47 Unrealized +30.1%
T AT&T INC 0.7%
Value ($000) $1,680 Shares 73,792 Est. Cost $15.07 Unrealized +42.7%
META META PLATFORMS INC 0.7%
Value ($000) $1,640 Shares 2,801 Est. Cost $390.16 Unrealized +49.9%
BAC BANK AMERICA CORP 0.7%
Value ($000) $1,637 Shares 37,252 Est. Cost $38.87 Unrealized +10.2%
ARCC ARES CAPITAL CORP 0.6%
Value ($000) $1,460 Shares 66,699 Est. Cost $14.23 Unrealized +36.2%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $1,447 Shares 36,184 Est. Cost $33.76 Unrealized +16.7%
PAVE GLOBAL X FDS 0.6%
Value ($000) $1,402 Shares 34,699 Est. Cost $34.07 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.6%
Value ($000) $1,393 Shares 31,909 Est. Cost $42.59 Unrealized
CRM SALESFORCE INC 0.6%
Value ($000) $1,389 Shares 4,155 Est. Cost $280.28 Unrealized +13.0%
SPYM SPDR SER TR 0.6%
Value ($000) $1,372 Shares 19,903 Est. Cost $60.92 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,371 Shares 12,746 Est. Cost $84.25 Unrealized +33.4%
MAGS LISTED FD TR 0.6%
Value ($000) $1,273 Shares 23,393 Est. Cost $47.91 Unrealized
DOGG FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,241 Shares 65,177 Est. Cost $20.03 Unrealized
CRM SALESFORCE INC 0.5%
Value ($000) $1,237 Shares 3,700 Est. Cost $280.28 Unrealized +13.0%
ADP AUTOMATIC DATA PROCESSING IN 0.5%
Value ($000) $1,200 Shares 4,098 Est. Cost $226.48 Unrealized +27.1%
FLBL FRANKLIN TEMPLETON ETF TR 0.5%
Value ($000) $1,187 Shares 48,933 Est. Cost $24.93 Unrealized
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $1,143 Shares 3,945 Est. Cost $237.17 Unrealized
MO ALTRIA GROUP INC 0.5%
Value ($000) $1,135 Shares 21,707 Est. Cost $34.47 Unrealized +41.6%
VIG VANGUARD SPECIALIZED FUNDS 0.5%
Value ($000) $1,109 Shares 5,665 Est. Cost $167.77 Unrealized
XLV SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,072 Shares 7,791 Est. Cost $143.59 Unrealized
CYPH LEAP THERAPEUTICS INC 0.5%
Value ($000) $1,039 Shares 361,253 Est. Cost $3.60 Unrealized -17.5%
ABT ABBOTT LABS 0.4%
Value ($000) $987 Shares 8,727 Est. Cost $98.33 Unrealized +15.3%
CIBR FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $981 Shares 15,457 Est. Cost $51.76 Unrealized
QYLD GLOBAL X FDS 0.4%
Value ($000) $954 Shares 52,345 Est. Cost $17.96 Unrealized
DIS DISNEY WALT CO 0.4%
Value ($000) $951 Shares 8,538 Est. Cost $135.01 Unrealized -23.3%
PFLD ETF SER SOLUTIONS 0.4%
Value ($000) $950 Shares 46,198 Est. Cost $24.48 Unrealized
DIVO AMPLIFY ETF TR 0.4%
Value ($000) $939 Shares 23,200 Est. Cost $38.14 Unrealized
AVGO BROADCOM INC 0.4%
Value ($000) $915 Shares 3,947 Est. Cost $148.21 Unrealized +23.4%
SDVY FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $871 Shares 24,302 Est. Cost $31.31 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $862 Shares 8,349 Est. Cost $90.09 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $851 Shares 4,470 Est. Cost $125.37 Unrealized +40.1%
AMD ADVANCED MICRO DEVICES INC 0.4%
Value ($000) $851 Shares 7,045 Est. Cost $131.08 Unrealized +9.8%
JPST J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $833 Shares 16,536 Est. Cost $50.46 Unrealized
LLY ELI LILLY & CO 0.4%
Value ($000) $817 Shares 1,058 Est. Cost $347.38 Unrealized +136.4%
IBIT ISHARES BITCOIN TRUST ETF 0.4%
Value ($000) $794 Shares 14,974 Est. Cost $45.76 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $790 Shares 7,942 Est. Cost $89.67 Unrealized +10.1%
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $787 Shares 4,490 Est. Cost $152.01 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.3%
Value ($000) $777 Shares 1,826 Est. Cost $331.66 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $762 Shares 7,738 Est. Cost $107.32 Unrealized
HACK AMPLIFY ETF TR 0.3%
Value ($000) $740 Shares 9,933 Est. Cost $68.28 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $729 Shares 796 Est. Cost $551.81 Unrealized +67.2%
COWZ PACER FDS TR 0.3%
Value ($000) $726 Shares 12,861 Est. Cost $50.05 Unrealized
MMM 3M CO 0.3%
Value ($000) $721 Shares 5,585 Est. Cost $77.55 Unrealized +65.5%
JHMM JOHN HANCOCK EXCHANGE TRADED 0.3%
Value ($000) $719 Shares 12,040 Est. Cost $54.13 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $718 Shares 10,021 Est. Cost $72.17 Unrealized +4.0%
PFE PFIZER INC 0.3%
Value ($000) $716 Shares 27,001 Est. Cost $36.47 Unrealized -31.1%
XYZ BLOCK INC 0.3%
Value ($000) $709 Shares 8,340 Est. Cost $147.25 Unrealized -44.3%
LOW LOWES COS INC 0.3%
Value ($000) $705 Shares 2,856 Est. Cost $219.79 Unrealized +19.0%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $695 Shares 4,146 Est. Cost $141.54 Unrealized +17.1%
DGRW WISDOMTREE TR 0.3%
Value ($000) $665 Shares 8,215 Est. Cost $67.20 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value ($000) $658 Shares 8,695 Est. Cost $30.69 Unrealized +89.8%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $634 Shares 1,107 Est. Cost $328.32 Unrealized +66.0%
XLF SELECT SECTOR SPDR TR 0.3%
Value ($000) $630 Shares 13,040 Est. Cost $33.62 Unrealized
FLQL FRANKLIN TEMPLETON ETF TR 0.3%
Value ($000) $616 Shares 10,504 Est. Cost $46.03 Unrealized
CAVA CAVA GROUP INC 0.3%
Value ($000) $604 Shares 5,356 Est. Cost $79.31 Unrealized +68.1%
IWY ISHARES TR 0.3%
Value ($000) $603 Shares 2,565 Est. Cost $172.82 Unrealized
IVV ISHARES TR 0.3%
Value ($000) $601 Shares 1,021 Est. Cost $459.99 Unrealized
SPYI NEOS ETF TRUST 0.3%
Value ($000) $600 Shares 11,806 Est. Cost $50.98 Unrealized
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $586 Shares 7,460 Est. Cost $73.79 Unrealized
PIMCO DYNAMIC INCOME FD 0.3%
Value ($000) $582 Shares 31,752 Est. Cost $19.35 Unrealized
ENB ENBRIDGE INC 0.3%
Value ($000) $578 Shares 13,634 Est. Cost $34.60 Unrealized +13.3%
RDVI FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $568 Shares 23,415 Est. Cost $21.65 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $560 Shares 3,874 Est. Cost $152.54 Unrealized -1.9%
NMFC NEW MTN FIN CORP 0.2%
Value ($000) $556 Shares 49,387 Est. Cost $8.79 Unrealized +12.9%
ADBE ADOBE INC 0.2%
Value ($000) $549 Shares 1,235 Est. Cost $361.37 Unrealized +37.0%
BTI BRITISH AMERN TOB PLC 0.2%
Value ($000) $547 Shares 15,047 Est. Cost $34.96 Unrealized
IP INTERNATIONAL PAPER CO 0.2%
Value ($000) $543 Shares 10,094 Est. Cost $30.94 Unrealized +65.9%
NOBL PROSHARES TR 0.2%
Value ($000) $527 Shares 5,291 Est. Cost $98.35 Unrealized
HWM HOWMET AEROSPACE INC 0.2%
Value ($000) $511 Shares 4,673 Est. Cost $44.18 Unrealized +147.1%
VBK VANGUARD INDEX FDS 0.2%
Value ($000) $499 Shares 1,782 Est. Cost $223.05 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $492 Shares 9,846 Est. Cost $64.09 Unrealized
VFF VILLAGE FARMS INTL INC 0.2%
Value ($000) $487 Shares 631,783 Est. Cost $3.50 Unrealized -76.1%
CSCO CISCO SYS INC 0.2%
Value ($000) $485 Shares 8,198 Est. Cost $42.96 Unrealized +28.9%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $469 Shares 3,241 Est. Cost $152.02 Unrealized -4.3%
ED CONSOLIDATED EDISON INC 0.2%
Value ($000) $469 Shares 5,260 Est. Cost $74.21 Unrealized +27.7%
COR CENCORA INC 0.2%
Value ($000) $469 Shares 2,088 Est. Cost $117.11 Unrealized +99.0%
MCD MCDONALDS CORP 0.2%
Value ($000) $464 Shares 1,601 Est. Cost $252.69 Unrealized +14.8%
IMCG ISHARES TR 0.2%
Value ($000) $463 Shares 6,124 Est. Cost $66.94 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $459 Shares 1,341 Est. Cost $297.35 Unrealized +11.8%
SKYY FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $457 Shares 3,832 Est. Cost $91.37 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value ($000) $448 Shares 2,757 Est. Cost $108.84 Unrealized +64.6%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $436 Shares 6,207 Est. Cost $41.05 Unrealized +62.4%
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $423 Shares 2,136 Est. Cost $160.80 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $420 Shares 11,185 Est. Cost $31.92 Unrealized +25.3%
GE GE AEROSPACE 0.2%
Value ($000) $418 Shares 2,507 Est. Cost $62.53 Unrealized +183.3%
STXV EA SERIES TRUST 0.2%
Value ($000) $412 Shares 13,975 Est. Cost $28.54 Unrealized
SMDV PROSHARES TR 0.2%
Value ($000) $400 Shares 5,917 Est. Cost $59.81 Unrealized
VRT VERTIV HOLDINGS CO 0.2%
Value ($000) $400 Shares 3,519 Est. Cost $86.19 Unrealized +37.5%
SO SOUTHERN CO 0.2%
Value ($000) $392 Shares 4,764 Est. Cost $60.26 Unrealized +40.3%
KO COCA COLA CO 0.2%
Value ($000) $389 Shares 6,254 Est. Cost $55.87 Unrealized +12.9%
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $380 Shares 7,956 Est. Cost $46.77 Unrealized
V VISA INC 0.2%
Value ($000) $375 Shares 1,185 Est. Cost $214.53 Unrealized +39.1%
CSX CSX CORP 0.2%
Value ($000) $370 Shares 11,478 Est. Cost $28.96 Unrealized +16.3%
IYH ISHARES TR 0.2%
Value ($000) $365 Shares 6,272 Est. Cost $106.07 Unrealized
CGW INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $365 Shares 6,738 Est. Cost $47.11 Unrealized
SDY SPDR SER TR 0.2%
Value ($000) $364 Shares 2,752 Est. Cost $120.75 Unrealized
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $360 Shares 4,207 Est. Cost $73.82 Unrealized
XOP SPDR SER TR 0.2%
Value ($000) $357 Shares 2,700 Est. Cost $135.88 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $356 Shares 1,470 Est. Cost $209.00 Unrealized
VGT VANGUARD WORLD FD 0.2%
Value ($000) $356 Shares 572 Est. Cost $319.43 Unrealized
FINX GLOBAL X FDS 0.2%
Value ($000) $354 Shares 11,336 Est. Cost $34.17 Unrealized
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $353 Shares 1,557 Est. Cost $223.76 Unrealized +0.6%
SPDV ETF SER SOLUTIONS 0.2%
Value ($000) $353 Shares 10,855 Est. Cost $30.66 Unrealized
BOTZ GLOBAL X FDS 0.2%
Value ($000) $343 Shares 10,730 Est. Cost $26.12 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $341 Shares 939 Est. Cost $276.67 Unrealized +38.0%
NFLX NETFLIX INC 0.2%
Value ($000) $340 Shares 382 Est. Cost $66.88 Unrealized +23.1%
PVAL PUTNAM ETF TRUST 0.1%
Value ($000) $333 Shares 8,970 Est. Cost $37.12 Unrealized
IYF ISHARES TR 0.1%
Value ($000) $328 Shares 2,969 Est. Cost $86.53 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $327 Shares 2,148 Est. Cost $149.98 Unrealized +4.4%
PDBC INVESCO ACTVELY MNGD ETC FD 0.1%
Value ($000) $319 Shares 24,555 Est. Cost $14.34 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $318 Shares 6,540 Est. Cost $48.25 Unrealized
MSTR MICROSTRATEGY INC 0.1%
Value ($000) $315 Shares 1,087 Est. Cost $300.91 Unrealized 0.0%
CVS CVS HEALTH CORP 0.1%
Value ($000) $314 Shares 7,000 Est. Cost $73.57 Unrealized -27.1%
IEP ICAHN ENTERPRISES LP 0.1%
Value ($000) $314 Shares 36,166 Est. Cost $37.01 Unrealized
IDMO INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $313 Shares 7,711 Est. Cost $41.56 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $309 Shares 1,601 Est. Cost $142.33 Unrealized +33.0%
GRMN GARMIN LTD 0.1%
Value ($000) $305 Shares 1,480 Est. Cost $127.62 Unrealized +50.8%
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $304 Shares 5,389 Est. Cost $56.38 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TRU 0.1%
Value ($000) $302 Shares 5,370 Est. Cost $48.20 Unrealized
SPYG SPDR SER TR 0.1%
Value ($000) $297 Shares 3,381 Est. Cost $74.82 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $296 Shares 1,137 Est. Cost $247.37 Unrealized +15.6%
TDIV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $277 Shares 3,535 Est. Cost $70.37 Unrealized
FTA FIRST TR LRG CP VL ALPHADEX 0.1%
Value ($000) $275 Shares 3,600 Est. Cost $69.82 Unrealized
SHEL SHELL PLC 0.1%
Value ($000) $274 Shares 4,379 Est. Cost $56.95 Unrealized
SGOL ETFS GOLD TR 0.1%
Value ($000) $271 Shares 10,805 Est. Cost $22.51 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $270 Shares 2,954 Est. Cost $84.61 Unrealized +11.0%
IXN ISHARES TR 0.1%
Value ($000) $266 Shares 3,140 Est. Cost $82.89 Unrealized
SPYV SPDR SER TR 0.1%
Value ($000) $264 Shares 5,169 Est. Cost $49.49 Unrealized
BA BOEING CO 0.1%
Value ($000) $264 Shares 1,491 Est. Cost $206.80 Unrealized -24.1%
DE DEERE & CO 0.1%
Value ($000) $258 Shares 609 Est. Cost $372.26 Unrealized +11.2%
IEFA ISHARES TR 0.1%
Value ($000) $255 Shares 3,631 Est. Cost $61.64 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $254 Shares 1,125 Est. Cost $180.94 Unrealized +12.5%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $252 Shares 4,179 Est. Cost $69.52 Unrealized +2.7%
SOXX ISHARES TR 0.1%
Value ($000) $250 Shares 1,161 Est. Cost $230.38 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $243 Shares 1,085 Est. Cost $144.59 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $241 Shares 1,481 Est. Cost $171.31 Unrealized +2.9%
HNDL STRATEGY SHS 0.1%
Value ($000) $240 Shares 11,240 Est. Cost $25.43 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $238 Shares 471 Est. Cost $496.31 Unrealized +11.4%
REGL PROSHARES TR 0.1%
Value ($000) $238 Shares 2,957 Est. Cost $81.70 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $236 Shares 1,539 Est. Cost $126.59 Unrealized +26.0%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $235 Shares 12,004 Est. Cost $16.28 Unrealized
SPSB SPDR SER TR 0.1%
Value ($000) $227 Shares 7,595 Est. Cost $29.38 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $227 Shares 2,329 Est. Cost $92.15 Unrealized
F FORD MTR CO 0.1%
Value ($000) $222 Shares 22,393 Est. Cost $10.30 Unrealized -4.1%
SMH VANECK ETF TRUST 0.1%
Value ($000) $217 Shares 898 Est. Cost $224.99 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $211 Shares 1,128 Est. Cost $146.04 Unrealized +32.3%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $208 Shares 1,927 Est. Cost $108.79 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $207 Shares 1,026 Est. Cost $191.29 Unrealized +10.4%
PKW INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $203 Shares 1,766 Est. Cost $114.53 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $203 Shares 6,209 Est. Cost $42.42 Unrealized -14.1%
PHO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $203 Shares 3,080 Est. Cost $70.54 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $201 Shares 762 Est. Cost $258.93 Unrealized +8.9%
SOFI SOFI TECHNOLOGIES INC 0.1%
Value ($000) $195 Shares 12,647 Est. Cost $12.99 Unrealized 0.0%
AGEN AGENUS INC 0.1%
Value ($000) $187 Shares 68,081 Est. Cost $12.08 Unrealized -69.4%
SLV ISHARES SILVER TR 0.1%
Value ($000) $158 Shares 6,012 Est. Cost $26.54 Unrealized
ADAPY ADAPTIMMUNE THERAPEUTICS PLC 0.1%
Value ($000) $138 Shares 255,359 Est. Cost $2.68 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $132 Shares 5,000 Est. Cost $26.54 Unrealized
VFF VILLAGE FARMS INTL INC 0.0%
Value ($000) $105 Shares 136,700 Est. Cost $3.50 Unrealized -76.1%
HUDSON PAC PPTYS INC 0.0%
Value ($000) $91 Shares 30,000 Est. Cost $3.74 Unrealized
KRNY KEARNY FINL CORP MD 0.0%
Value ($000) $76 Shares 10,722 Est. Cost $9.60 Unrealized -21.6%
JMIA JUMIA TECHNOLOGIES AG 0.0%
Value ($000) $41 Shares 10,720 Est. Cost $10.46 Unrealized
CTSO CYTOSORBENTS CORP 0.0%
Value ($000) $31 Shares 34,557 Est. Cost $1.45 Unrealized -32.2%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $98.60 Unrealized -14.9%
AGEN AGENUS INC 0.0%
Value ($000) $5 Shares 2,000 Est. Cost $12.08 Unrealized -69.4%