Total Wealth Planning & Management, Inc. Hedge Fund

CIK: 0002058383 · Show all filings

Period: Q4 2024 (Next →)

Filing Date: Feb 28, 2025

Total Value ($000): $110,173 (100.0% shares, 0.0% debt)

Holdings (201)

SPY SPDR S&P 500 ETF TR 6.5%
Value ($000) $7,133 Shares 12,171 Est. Cost $586.08 Unrealized
AAPL APPLE INC 3.2%
Value ($000) $3,539 Shares 14,132 Est. Cost $234.51 Unrealized 0.0%
MSFT MICROSOFT CORP 2.5%
Value ($000) $2,797 Shares 6,635 Est. Cost $422.35 Unrealized 0.0%
ABBV ABBVIE INC 2.4%
Value ($000) $2,616 Shares 14,719 Est. Cost $177.41 Unrealized 0.0%
AMZN AMAZON COM INC 2.1%
Value ($000) $2,282 Shares 10,400 Est. Cost $204.58 Unrealized 0.0%
UNM UNUM GROUP 2.0%
Value ($000) $2,189 Shares 29,975 Est. Cost $68.94 Unrealized 0.0%
NVDA NVIDIA CORPORATION 1.9%
Value ($000) $2,075 Shares 15,453 Est. Cost $137.79 Unrealized 0.0%
AVGO BROADCOM INC 1.7%
Value ($000) $1,913 Shares 8,251 Est. Cost $182.87 Unrealized 0.0%
MMM 3M CO 1.6%
Value ($000) $1,741 Shares 13,485 Est. Cost $128.38 Unrealized 0.0%
HD HOME DEPOT INC 1.5%
Value ($000) $1,664 Shares 4,278 Est. Cost $397.26 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 1.5%
Value ($000) $1,664 Shares 6,940 Est. Cost $228.03 Unrealized 0.0%
GOOGL ALPHABET INC 1.5%
Value ($000) $1,621 Shares 8,565 Est. Cost $174.14 Unrealized 0.0%
TXO TXO PARTNERS LP 1.4%
Value ($000) $1,517 Shares 90,060 Est. Cost $16.84 Unrealized
LNG CHENIERE ENERGY INC 1.3%
Value ($000) $1,414 Shares 6,580 Est. Cost $203.03 Unrealized 0.0%
QQQ INVESCO QQQ TR 1.2%
Value ($000) $1,349 Shares 2,638 Est. Cost $511.23 Unrealized
META META PLATFORMS INC 1.2%
Value ($000) $1,305 Shares 2,228 Est. Cost $584.74 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 1.2%
Value ($000) $1,283 Shares 5,516 Est. Cost $232.52 Unrealized
XOM EXXON MOBIL CORP 1.2%
Value ($000) $1,280 Shares 11,901 Est. Cost $112.36 Unrealized 0.0%
IMO IMPERIAL OIL LTD 1.0%
Value ($000) $1,051 Shares 17,067 Est. Cost $70.33 Unrealized 0.0%
NRG NRG ENERGY INC 0.9%
Value ($000) $1,027 Shares 11,388 Est. Cost $91.23 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.9%
Value ($000) $1,001 Shares 11,732 Est. Cost $83.88 Unrealized 0.0%
AMLP ALPS ETF TR 0.9%
Value ($000) $974 Shares 20,231 Est. Cost $48.16 Unrealized
OMC OMNICOM GROUP INC 0.9%
Value ($000) $938 Shares 10,899 Est. Cost $94.87 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.8%
Value ($000) $915 Shares 22,892 Est. Cost $39.40 Unrealized 0.0%
CALAMOS CONV OPPORTUNITIES & 0.8%
Value ($000) $903 Shares 75,649 Est. Cost $11.94 Unrealized
WMT WALMART INC 0.8%
Value ($000) $854 Shares 9,448 Est. Cost $85.80 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC 0.7%
Value ($000) $824 Shares 7,463 Est. Cost $92.47 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC 0.7%
Value ($000) $821 Shares 53,319 Est. Cost $12.99 Unrealized 0.0%
ITA ISHARES TR 0.7%
Value ($000) $811 Shares 5,581 Est. Cost $145.35 Unrealized
CMCSA COMCAST CORP NEW 0.7%
Value ($000) $803 Shares 21,392 Est. Cost $39.99 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.7%
Value ($000) $779 Shares 6,180 Est. Cost $122.34 Unrealized 0.0%
MSFT MICROSOFT CORP 0.7%
Value ($000) $759 Shares 1,800 Est. Cost $422.35 Unrealized 0.0%
J JACOBS SOLUTIONS INC 0.7%
Value ($000) $751 Shares 5,617 Est. Cost $136.24 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.7%
Value ($000) $738 Shares 3,736 Est. Cost $197.49 Unrealized
BBY BEST BUY INC 0.7%
Value ($000) $731 Shares 8,515 Est. Cost $85.83 Unrealized 0.0%
GLD SPDR GOLD TR 0.7%
Value ($000) $723 Shares 2,986 Est. Cost $242.13 Unrealized
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $721 Shares 1,483 Est. Cost $527.20 Unrealized 0.0%
CAG CONAGRA BRANDS INC 0.6%
Value ($000) $695 Shares 25,038 Est. Cost $26.44 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR 0.6%
Value ($000) $691 Shares 14,300 Est. Cost $48.33 Unrealized
WABC WESTAMERICA BANCORPORATION 0.6%
Value ($000) $684 Shares 13,039 Est. Cost $50.92 Unrealized 0.0%
PRIM PRIMORIS SVCS CORP 0.6%
Value ($000) $677 Shares 8,859 Est. Cost $73.05 Unrealized 0.0%
PFE PFIZER INC 0.6%
Value ($000) $667 Shares 25,143 Est. Cost $25.12 Unrealized 0.0%
ROAD CONSTRUCTION PARTNERS INC 0.6%
Value ($000) $663 Shares 7,493 Est. Cost $87.00 Unrealized 0.0%
KO COCA COLA CO 0.6%
Value ($000) $649 Shares 10,423 Est. Cost $63.09 Unrealized 0.0%
DY DYCOM INDS INC 0.6%
Value ($000) $639 Shares 3,670 Est. Cost $185.01 Unrealized 0.0%
HEI HEICO CORP NEW 0.6%
Value ($000) $637 Shares 2,681 Est. Cost $259.07 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $628 Shares 4,342 Est. Cost $149.59 Unrealized 0.0%
C CITIGROUP INC 0.6%
Value ($000) $625 Shares 8,873 Est. Cost $65.38 Unrealized 0.0%
V VISA INC 0.6%
Value ($000) $619 Shares 1,959 Est. Cost $298.33 Unrealized 0.0%
SFM SPROUTS FMRS MKT INC 0.6%
Value ($000) $613 Shares 4,821 Est. Cost $132.91 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.5%
Value ($000) $604 Shares 5,096 Est. Cost $116.71 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.5%
Value ($000) $599 Shares 7,119 Est. Cost $101.25 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.5%
Value ($000) $594 Shares 5,026 Est. Cost $114.81 Unrealized 0.0%
AEM AGNICO EAGLE MINES LTD 0.5%
Value ($000) $593 Shares 7,586 Est. Cost $81.14 Unrealized 0.0%
BX BLACKSTONE INC 0.5%
Value ($000) $593 Shares 3,441 Est. Cost $168.78 Unrealized 0.0%
GOOG ALPHABET INC 0.5%
Value ($000) $586 Shares 3,075 Est. Cost $175.67 Unrealized 0.0%
UEC URANIUM ENERGY CORP 0.5%
Value ($000) $586 Shares 87,530 Est. Cost $7.65 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.5%
Value ($000) $580 Shares 7,836 Est. Cost $73.82 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.5%
Value ($000) $545 Shares 4,600 Est. Cost $116.71 Unrealized 0.0%
GLDD GREAT LAKES DREDGE & DOCK CO 0.5%
Value ($000) $522 Shares 46,200 Est. Cost $11.96 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $522 Shares 3,601 Est. Cost $145.50 Unrealized 0.0%
T AT&T INC 0.5%
Value ($000) $520 Shares 22,838 Est. Cost $21.51 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $496 Shares 5,374 Est. Cost $87.00 Unrealized 0.0%
CEF SPROTT PHYSICAL GOLD & SILVE 0.4%
Value ($000) $492 Shares 20,725 Est. Cost $23.76 Unrealized
GE GE AEROSPACE 0.4%
Value ($000) $489 Shares 2,933 Est. Cost $177.15 Unrealized 0.0%
TMUS T-MOBILE US INC 0.4%
Value ($000) $486 Shares 2,202 Est. Cost $223.42 Unrealized 0.0%
XHB SPDR SER TR 0.4%
Value ($000) $483 Shares 4,620 Est. Cost $104.50 Unrealized
TSLA TESLA INC 0.4%
Value ($000) $455 Shares 1,126 Est. Cost $321.74 Unrealized 0.0%
ACHR ARCHER AVIATION INC 0.4%
Value ($000) $450 Shares 46,145 Est. Cost $5.56 Unrealized 0.0%
KBE SPDR SER TR 0.4%
Value ($000) $447 Shares 8,055 Est. Cost $55.47 Unrealized
MPC MARATHON PETE CORP 0.4%
Value ($000) $442 Shares 3,167 Est. Cost $148.83 Unrealized 0.0%
HII HUNTINGTON INGALLS INDS INC 0.4%
Value ($000) $434 Shares 2,296 Est. Cost $210.12 Unrealized 0.0%
IYT ISHARES TR 0.4%
Value ($000) $434 Shares 6,419 Est. Cost $67.57 Unrealized
TRV TRAVELERS COMPANIES INC 0.4%
Value ($000) $418 Shares 1,736 Est. Cost $244.86 Unrealized 0.0%
CF CF INDS HLDGS INC 0.4%
Value ($000) $417 Shares 4,890 Est. Cost $84.24 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $416 Shares 7,358 Est. Cost $52.58 Unrealized 0.0%
CSCO CISCO SYS INC 0.4%
Value ($000) $411 Shares 6,940 Est. Cost $55.37 Unrealized 0.0%
UPGD INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $406 Shares 5,878 Est. Cost $69.12 Unrealized
UBER UBER TECHNOLOGIES INC 0.4%
Value ($000) $406 Shares 6,724 Est. Cost $71.41 Unrealized 0.0%
KLIC KULICKE & SOFFA INDS INC 0.4%
Value ($000) $404 Shares 8,658 Est. Cost $45.77 Unrealized 0.0%
IP INTERNATIONAL PAPER CO 0.4%
Value ($000) $403 Shares 7,490 Est. Cost $51.32 Unrealized 0.0%
CSCO CISCO SYS INC 0.4%
Value ($000) $403 Shares 6,800 Est. Cost $55.37 Unrealized 0.0%
CI THE CIGNA GROUP 0.4%
Value ($000) $402 Shares 1,454 Est. Cost $311.40 Unrealized 0.0%
ETD ETHAN ALLEN INTERIORS INC 0.4%
Value ($000) $401 Shares 14,248 Est. Cost $27.16 Unrealized 0.0%
KVYO KLAVIYO INC 0.4%
Value ($000) $397 Shares 9,627 Est. Cost $38.18 Unrealized 0.0%
MLI MUELLER INDS INC 0.4%
Value ($000) $396 Shares 4,995 Est. Cost $80.24 Unrealized 0.0%
D DOMINION ENERGY INC 0.4%
Value ($000) $396 Shares 7,348 Est. Cost $54.04 Unrealized 0.0%
VICI VICI PPTYS INC 0.4%
Value ($000) $395 Shares 13,536 Est. Cost $29.50 Unrealized 0.0%
HPQ HP INC 0.4%
Value ($000) $393 Shares 12,050 Est. Cost $34.20 Unrealized 0.0%
GSK GSK PLC 0.4%
Value ($000) $390 Shares 11,525 Est. Cost $33.82 Unrealized
R RYDER SYS INC 0.4%
Value ($000) $386 Shares 2,461 Est. Cost $156.26 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $379 Shares 6,700 Est. Cost $52.58 Unrealized 0.0%
ADC AGREE RLTY CORP 0.3%
Value ($000) $378 Shares 5,364 Est. Cost $70.45 Unrealized
ALLY ALLY FINL INC 0.3%
Value ($000) $378 Shares 10,486 Est. Cost $34.81 Unrealized 0.0%
GAMCO GLOBAL GOLD NAT RES & 0.3%
Value ($000) $372 Shares 98,701 Est. Cost $3.77 Unrealized
IWM ISHARES TR 0.3%
Value ($000) $372 Shares 1,683 Est. Cost $220.96 Unrealized
ADSK AUTODESK INC 0.3%
Value ($000) $368 Shares 1,244 Est. Cost $295.42 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $367 Shares 1,267 Est. Cost $304.00 Unrealized 0.0%
RTX RTX CORPORATION 0.3%
Value ($000) $367 Shares 3,175 Est. Cost $118.27 Unrealized 0.0%
KO COCA COLA CO 0.3%
Value ($000) $367 Shares 5,900 Est. Cost $63.09 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value ($000) $364 Shares 4,816 Est. Cost $58.25 Unrealized 0.0%
D DOMINION ENERGY INC 0.3%
Value ($000) $361 Shares 6,700 Est. Cost $54.04 Unrealized 0.0%
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $350 Shares 2,544 Est. Cost $137.57 Unrealized
TFC TRUIST FINL CORP 0.3%
Value ($000) $349 Shares 8,036 Est. Cost $42.32 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $348 Shares 8,700 Est. Cost $39.40 Unrealized 0.0%
DINO HF SINCLAIR CORP 0.3%
Value ($000) $348 Shares 9,916 Est. Cost $38.65 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.3%
Value ($000) $346 Shares 2,822 Est. Cost $129.14 Unrealized 0.0%
HPQ HP INC 0.3%
Value ($000) $346 Shares 10,600 Est. Cost $34.20 Unrealized 0.0%
CTRA COTERRA ENERGY INC 0.3%
Value ($000) $345 Shares 13,500 Est. Cost $23.92 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $340 Shares 2,700 Est. Cost $122.34 Unrealized 0.0%
AI C3 AI INC 0.3%
Value ($000) $339 Shares 9,847 Est. Cost $31.05 Unrealized 0.0%
SMG SCOTTS MIRACLE-GRO CO 0.3%
Value ($000) $327 Shares 4,922 Est. Cost $74.48 Unrealized 0.0%
TFC TRUIST FINL CORP 0.3%
Value ($000) $325 Shares 7,500 Est. Cost $42.32 Unrealized 0.0%
SMG SCOTTS MIRACLE-GRO CO 0.3%
Value ($000) $325 Shares 4,900 Est. Cost $74.48 Unrealized 0.0%
UGI UGI CORP NEW 0.3%
Value ($000) $325 Shares 11,500 Est. Cost Unrealized
HAS HASBRO INC 0.3%
Value ($000) $324 Shares 5,800 Est. Cost $62.34 Unrealized 0.0%
HAS HASBRO INC 0.3%
Value ($000) $324 Shares 5,800 Est. Cost $62.34 Unrealized 0.0%
SMR NUSCALE PWR CORP 0.3%
Value ($000) $324 Shares 18,050 Est. Cost $20.63 Unrealized 0.0%
INTERPUBLIC GROUP COS INC 0.3%
Value ($000) $317 Shares 11,300 Est. Cost $28.52 Unrealized 0.0%
BP BP PLC 0.3%
Value ($000) $316 Shares 10,700 Est. Cost $29.56 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.3%
Value ($000) $315 Shares 920 Est. Cost $332.51 Unrealized 0.0%
DDOG DATADOG INC 0.3%
Value ($000) $314 Shares 2,197 Est. Cost $137.35 Unrealized 0.0%
XTN SPDR SER TR 0.3%
Value ($000) $313 Shares 3,610 Est. Cost $86.68 Unrealized
DOCU DOCUSIGN INC 0.3%
Value ($000) $312 Shares 3,472 Est. Cost $79.85 Unrealized 0.0%
XYZ BLOCK INC 0.3%
Value ($000) $312 Shares 3,672 Est. Cost $82.04 Unrealized 0.0%
GLPI GAMING & LEISURE PPTYS INC 0.3%
Value ($000) $308 Shares 6,400 Est. Cost $48.16 Unrealized
GLPI GAMING & LEISURE PPTYS INC 0.3%
Value ($000) $308 Shares 6,400 Est. Cost $48.16 Unrealized
MSM MSC INDL DIRECT INC 0.3%
Value ($000) $306 Shares 4,100 Est. Cost $82.42 Unrealized 0.0%
MSM MSC INDL DIRECT INC 0.3%
Value ($000) $306 Shares 4,100 Est. Cost $82.42 Unrealized 0.0%
INTERPUBLIC GROUP COS INC 0.3%
Value ($000) $305 Shares 10,900 Est. Cost $28.52 Unrealized 0.0%
BP BP PLC 0.3%
Value ($000) $304 Shares 10,300 Est. Cost $29.56 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.3%
Value ($000) $304 Shares 2,445 Est. Cost $131.37 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $304 Shares 2,100 Est. Cost $145.50 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR 0.3%
Value ($000) $301 Shares 1,342 Est. Cost $224.35 Unrealized
RWM PROSHARES TR 0.3%
Value ($000) $301 Shares 16,056 Est. Cost $18.74 Unrealized
WLK WESTLAKE CORPORATION 0.3%
Value ($000) $300 Shares 2,621 Est. Cost $126.38 Unrealized 0.0%
PFE PFIZER INC 0.3%
Value ($000) $300 Shares 11,300 Est. Cost $25.12 Unrealized 0.0%
FOR FORESTAR GROUP INC 0.3%
Value ($000) $297 Shares 11,461 Est. Cost $29.91 Unrealized 0.0%
IAI ISHARES TR 0.3%
Value ($000) $295 Shares 2,050 Est. Cost $144.10 Unrealized
AG FIRST MAJESTIC SILVER CORP 0.3%
Value ($000) $289 Shares 52,687 Est. Cost $6.44 Unrealized 0.0%
CTRA COTERRA ENERGY INC 0.3%
Value ($000) $289 Shares 11,300 Est. Cost $23.92 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW 0.3%
Value ($000) $286 Shares 2,300 Est. Cost $131.37 Unrealized 0.0%
XLC SELECT SECTOR SPDR TR 0.3%
Value ($000) $285 Shares 2,942 Est. Cost $96.81 Unrealized
JOBY JOBY AVIATION INC 0.3%
Value ($000) $285 Shares 35,020 Est. Cost $6.63 Unrealized 0.0%
CRM SALESFORCE INC 0.3%
Value ($000) $284 Shares 850 Est. Cost $316.76 Unrealized 0.0%
CAG CONAGRA BRANDS INC 0.3%
Value ($000) $283 Shares 10,200 Est. Cost $26.44 Unrealized 0.0%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.3%
Value ($000) $281 Shares 10,656 Est. Cost $25.62 Unrealized 0.0%
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $278 Shares 1,586 Est. Cost $175.23 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC 0.2%
Value ($000) $273 Shares 9,418 Est. Cost $29.74 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW 0.2%
Value ($000) $273 Shares 8,332 Est. Cost $36.44 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $269 Shares 2,237 Est. Cost $120.59 Unrealized 0.0%
FMC FMC CORP 0.2%
Value ($000) $262 Shares 5,400 Est. Cost $54.84 Unrealized 0.0%
FMC FMC CORP 0.2%
Value ($000) $262 Shares 5,400 Est. Cost $54.84 Unrealized 0.0%
WEN WENDYS CO 0.2%
Value ($000) $262 Shares 16,100 Est. Cost $18.25 Unrealized 0.0%
WEN WENDYS CO 0.2%
Value ($000) $262 Shares 16,100 Est. Cost $18.25 Unrealized 0.0%
MMS MAXIMUS INC 0.2%
Value ($000) $259 Shares 3,471 Est. Cost $81.59 Unrealized 0.0%
DKS DICKS SPORTING GOODS INC 0.2%
Value ($000) $258 Shares 1,127 Est. Cost $204.10 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $254 Shares 909 Est. Cost $271.56 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $248 Shares 1,127 Est. Cost $216.31 Unrealized 0.0%
GDDY GODADDY INC 0.2%
Value ($000) $244 Shares 1,238 Est. Cost $182.74 Unrealized 0.0%
CPA COPA HOLDINGS SA 0.2%
Value ($000) $244 Shares 2,777 Est. Cost $88.34 Unrealized 0.0%
WPM WHEATON PRECIOUS METALS CORP 0.2%
Value ($000) $244 Shares 4,335 Est. Cost $61.60 Unrealized 0.0%
DKNG DRAFTKINGS INC NEW 0.2%
Value ($000) $243 Shares 6,527 Est. Cost $39.68 Unrealized 0.0%
SHOP SHOPIFY INC 0.2%
Value ($000) $232 Shares 2,179 Est. Cost $97.26 Unrealized 0.0%
CUBE CUBESMART 0.2%
Value ($000) $229 Shares 5,349 Est. Cost $42.85 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $225 Shares 1,465 Est. Cost $159.52 Unrealized 0.0%
DLR DIGITAL RLTY TR INC 0.2%
Value ($000) $225 Shares 1,268 Est. Cost $171.20 Unrealized 0.0%
VOXR VOX ROYALTY CORP 0.2%
Value ($000) $223 Shares 95,400 Est. Cost $2.69 Unrealized 0.0%
NFLX NETFLIX INC 0.2%
Value ($000) $222 Shares 249 Est. Cost $82.31 Unrealized 0.0%
PSLV SPROTT PHYSICAL SILVER TR 0.2%
Value ($000) $222 Shares 22,960 Est. Cost $9.65 Unrealized
EME EMCOR GROUP INC 0.2%
Value ($000) $217 Shares 477 Est. Cost $472.15 Unrealized 0.0%
OKE ONEOK INC NEW 0.2%
Value ($000) $213 Shares 2,126 Est. Cost $96.84 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $211 Shares 727 Est. Cost $289.81 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $203 Shares 2,038 Est. Cost $98.70 Unrealized 0.0%
SPHQ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $202 Shares 3,020 Est. Cost $67.03 Unrealized
NFGC NEW FOUND GOLD CORP 0.2%
Value ($000) $200 Shares 110,072 Est. Cost $2.04 Unrealized 0.0%
HL HECLA MNG CO 0.1%
Value ($000) $144 Shares 29,403 Est. Cost $5.95 Unrealized 0.0%
TMQ TRILOGY METALS INC NEW 0.1%
Value ($000) $119 Shares 102,500 Est. Cost $0.90 Unrealized 0.0%
RIVERNORTH DOUBLELINE STRATE 0.1%
Value ($000) $113 Shares 13,542 Est. Cost $8.34 Unrealized
VIRTUS GLOBAL MULTI-SECTOR I 0.1%
Value ($000) $108 Shares 14,200 Est. Cost $7.64 Unrealized
ABRDN INCOME CREDIT STRATEGI 0.1%
Value ($000) $107 Shares 17,955 Est. Cost $5.97 Unrealized
PLG PLATINUM GROUP METALS LTD 0.1%
Value ($000) $103 Shares 80,200 Est. Cost $1.61 Unrealized 0.0%
HIGHLAND GLOBAL ALLOCATION F 0.1%
Value ($000) $98 Shares 14,443 Est. Cost $6.81 Unrealized
MUX MCEWEN MNG INC 0.1%
Value ($000) $96 Shares 12,344 Est. Cost $9.04 Unrealized 0.0%
XPL SOLITARIO RESOURCES CORP 0.1%
Value ($000) $90 Shares 150,566 Est. Cost $0.64 Unrealized 0.0%
NUVEEN CR STRATEGIES INCOME 0.1%
Value ($000) $88 Shares 15,390 Est. Cost $5.69 Unrealized
WESTERN ASSET GBL HIGH INC F 0.1%
Value ($000) $86 Shares 12,827 Est. Cost $6.68 Unrealized
WESTERN ASSET HIGH INCOM FD 0.1%
Value ($000) $83 Shares 19,709 Est. Cost $4.21 Unrealized
VOYA ASIA PAC HIGH DIV EQT I 0.1%
Value ($000) $81 Shares 13,331 Est. Cost $6.06 Unrealized
VOYA EMERGING MKTS HIGH DIVI 0.1%
Value ($000) $81 Shares 16,082 Est. Cost $5.01 Unrealized
HIGH INCOME SECS FD 0.1%
Value ($000) $80 Shares 12,288 Est. Cost $6.53 Unrealized
PHX MINERALS INC 0.1%
Value ($000) $72 Shares 18,100 Est. Cost $4.00 Unrealized
GDRX GOODRX HLDGS INC 0.1%
Value ($000) $68 Shares 14,691 Est. Cost $5.50 Unrealized 0.0%
SBSW SIBANYE STILLWATER LTD 0.1%
Value ($000) $67 Shares 20,419 Est. Cost $3.30 Unrealized
DSX DIANA SHIPPING INC 0.0%
Value ($000) $38 Shares 19,414 Est. Cost $2.08 Unrealized 0.0%
GLDG GOLDMINING INC 0.0%
Value ($000) $35 Shares 43,600 Est. Cost $0.89 Unrealized 0.0%
GROY GOLD ROYALTY CORP 0.0%
Value ($000) $31 Shares 25,410 Est. Cost $1.33 Unrealized 0.0%
UEC URANIUM ENERGY CORP 0.0%
Value ($000) $23 Shares 3,500 Est. Cost $7.65 Unrealized 0.0%
OCEANPAL INC 0.0%
Value ($000) $19 Shares 16,254 Est. Cost $1.16 Unrealized
DNN DENISON MINES CORP 0.0%
Value ($000) $18 Shares 10,000 Est. Cost $2.10 Unrealized 0.0%
AG FIRST MAJESTIC SILVER CORP 0.0%
Value ($000) $2 Shares 300 Est. Cost $6.44 Unrealized 0.0%