Key Client Fiduciary Advisors, LLC Diversified Active

CIK: 0001912612 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 10, 2025

Total Value ($000): $219,852 (100.0% shares, 0.0% debt)

Holdings (193)

RDVY FIRST TR EXCHANGE TRADED FD 7.8%
Value ($000) $17,169 Shares 293,291 Est. Cost $49.54 Unrealized
AAPL APPLE INC 5.1%
Value ($000) $11,247 Shares 50,631 Est. Cost $153.37 Unrealized +50.5%
MISL FIRST TR EXCHANGE-TRADED FD 4.3%
Value ($000) $9,470 Shares 312,744 Est. Cost $24.07 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 3.5%
Value ($000) $7,801 Shares 179,582 Est. Cost $36.08 Unrealized
MSFT MICROSOFT CORP 2.9%
Value ($000) $6,358 Shares 16,937 Est. Cost $285.72 Unrealized +41.8%
SPY SPDR S&P 500 ETF TR 2.9%
Value ($000) $6,338 Shares 11,331 Est. Cost $465.27 Unrealized
AMZN AMAZON COM INC 2.5%
Value ($000) $5,554 Shares 29,191 Est. Cost $124.65 Unrealized +74.1%
FTCS FIRST TR EXCHANGE-TRADED FD 2.5%
Value ($000) $5,414 Shares 60,399 Est. Cost $83.04 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 2.0%
Value ($000) $4,498 Shares 134,278 Est. Cost $33.10 Unrealized
QQQ INVESCO QQQ TR 1.9%
Value ($000) $4,200 Shares 8,957 Est. Cost $374.99 Unrealized
NVDA NVIDIA CORPORATION 1.9%
Value ($000) $4,189 Shares 38,651 Est. Cost $95.59 Unrealized +32.6%
NLY ANNALY CAPITAL MANAGEMENT IN 1.7%
Value ($000) $3,656 Shares 180,012 Est. Cost $17.64 Unrealized
TSLA TESLA INC 1.6%
Value ($000) $3,614 Shares 13,945 Est. Cost $297.08 Unrealized +12.2%
XLU SELECT SECTOR SPDR TR 1.5%
Value ($000) $3,324 Shares 42,151 Est. Cost $70.88 Unrealized
MLPX GLOBAL X FDS 1.4%
Value ($000) $2,993 Shares 46,910 Est. Cost $60.87 Unrealized
ABBV ABBVIE INC 1.3%
Value ($000) $2,844 Shares 13,573 Est. Cost $131.45 Unrealized +44.1%
XNOV FIRST TR EXCHNG TRADED FD VI 1.3%
Value ($000) $2,837 Shares 84,205 Est. Cost $32.62 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 1.2%
Value ($000) $2,562 Shares 42,809 Est. Cost $59.63 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.1%
Value ($000) $2,462 Shares 9,903 Est. Cost $122.85 Unrealized +94.9%
WMT WALMART INC 1.1%
Value ($000) $2,364 Shares 26,930 Est. Cost $57.05 Unrealized +62.9%
PRU PRUDENTIAL FINL INC 1.1%
Value ($000) $2,364 Shares 21,164 Est. Cost $84.51 Unrealized +28.9%
PEG PUBLIC SVC ENTERPRISE GRP IN 1.0%
Value ($000) $2,295 Shares 27,889 Est. Cost $52.36 Unrealized +54.7%
VOO VANGUARD INDEX FDS 1.0%
Value ($000) $2,245 Shares 4,368 Est. Cost $466.82 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $2,165 Shares 4,064 Est. Cost $309.14 Unrealized +57.3%
T AT&T INC 0.9%
Value ($000) $1,980 Shares 70,029 Est. Cost $15.07 Unrealized +61.6%
RWL INVESCO EXCH TRADED FD TR II 0.8%
Value ($000) $1,864 Shares 18,765 Est. Cost $87.18 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $1,859 Shares 40,724 Est. Cost $46.83 Unrealized
JPM JPMORGAN CHASE & CO. 0.8%
Value ($000) $1,832 Shares 7,469 Est. Cost $143.98 Unrealized +74.3%
ORCL ORACLE CORP 0.8%
Value ($000) $1,764 Shares 12,617 Est. Cost $122.69 Unrealized +31.7%
SPYM SPDR SER TR 0.8%
Value ($000) $1,745 Shares 26,534 Est. Cost $62.13 Unrealized
PYPL PAYPAL HLDGS INC 0.8%
Value ($000) $1,668 Shares 25,563 Est. Cost $98.60 Unrealized -21.2%
ORCL ORACLE CORP 0.7%
Value ($000) $1,636 Shares 11,700 Est. Cost $122.69 Unrealized +31.7%
FVD FIRST TR VALUE LINE DIVID IN 0.7%
Value ($000) $1,625 Shares 36,446 Est. Cost $42.84 Unrealized
GOOGL ALPHABET INC 0.7%
Value ($000) $1,623 Shares 10,497 Est. Cost $118.79 Unrealized +52.1%
HD HOME DEPOT INC 0.7%
Value ($000) $1,616 Shares 4,408 Est. Cost $305.47 Unrealized +24.6%
META META PLATFORMS INC 0.7%
Value ($000) $1,584 Shares 2,748 Est. Cost $390.16 Unrealized +64.9%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $1,565 Shares 34,496 Est. Cost $33.76 Unrealized +17.3%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $1,561 Shares 13,126 Est. Cost $84.91 Unrealized +26.3%
BAC BANK AMERICA CORP 0.7%
Value ($000) $1,542 Shares 36,942 Est. Cost $38.87 Unrealized +12.2%
MO ALTRIA GROUP INC 0.6%
Value ($000) $1,367 Shares 22,774 Est. Cost $35.25 Unrealized +44.8%
ARCC ARES CAPITAL CORP 0.6%
Value ($000) $1,365 Shares 61,605 Est. Cost $14.23 Unrealized +46.5%
PAVE GLOBAL X FDS 0.6%
Value ($000) $1,363 Shares 36,123 Est. Cost $34.22 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.6%
Value ($000) $1,247 Shares 18,278 Est. Cost $68.21 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value ($000) $1,241 Shares 4,060 Est. Cost $226.48 Unrealized +30.4%
BKDV BNY MELLON ETF TRUST II 0.5%
Value ($000) $1,199 Shares 47,425 Est. Cost $25.29 Unrealized
XLV SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,163 Shares 7,962 Est. Cost $143.64 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.5%
Value ($000) $1,142 Shares 5,886 Est. Cost $168.76 Unrealized
ABT ABBOTT LABS 0.5%
Value ($000) $1,142 Shares 8,607 Est. Cost $98.33 Unrealized +27.6%
FLBL FRANKLIN TEMPLETON ETF TR 0.5%
Value ($000) $1,124 Shares 46,715 Est. Cost $24.93 Unrealized
CRM SALESFORCE INC 0.5%
Value ($000) $1,115 Shares 4,155 Est. Cost $280.28 Unrealized +10.3%
MAGS LISTED FD TR 0.5%
Value ($000) $1,089 Shares 23,743 Est. Cost $47.88 Unrealized
QYLD GLOBAL X FDS 0.5%
Value ($000) $1,080 Shares 64,942 Est. Cost $17.70 Unrealized
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $1,064 Shares 3,870 Est. Cost $237.17 Unrealized
CRM SALESFORCE INC 0.5%
Value ($000) $993 Shares 3,700 Est. Cost $280.28 Unrealized +10.3%
DIVO AMPLIFY ETF TR 0.4%
Value ($000) $934 Shares 22,900 Est. Cost $38.14 Unrealized
LLY ELI LILLY & CO 0.4%
Value ($000) $886 Shares 1,073 Est. Cost $354.08 Unrealized +133.5%
JPST J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $885 Shares 17,471 Est. Cost $50.47 Unrealized
SPYI NEOS ETF TRUST 0.4%
Value ($000) $853 Shares 17,801 Est. Cost $49.94 Unrealized
DIS DISNEY WALT CO 0.4%
Value ($000) $838 Shares 8,493 Est. Cost $135.01 Unrealized -21.3%
MMM 3M CO 0.4%
Value ($000) $805 Shares 5,485 Est. Cost $77.55 Unrealized +86.4%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $797 Shares 843 Est. Cost $575.16 Unrealized +68.7%
COWZ PACER FDS TR 0.4%
Value ($000) $791 Shares 14,446 Est. Cost $50.57 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $781 Shares 4,509 Est. Cost $152.01 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.4%
Value ($000) $779 Shares 16,647 Est. Cost $45.87 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.3%
Value ($000) $767 Shares 1,826 Est. Cost $331.66 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $749 Shares 8,075 Est. Cost $90.09 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $720 Shares 7,005 Est. Cost $131.08 Unrealized -15.2%
MRK MERCK & CO INC 0.3%
Value ($000) $715 Shares 7,968 Est. Cost $89.67 Unrealized +0.5%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $714 Shares 10,077 Est. Cost $72.17 Unrealized -4.9%
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value ($000) $713 Shares 8,449 Est. Cost $30.69 Unrealized +186.1%
XMHQ INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $705 Shares 7,702 Est. Cost $107.32 Unrealized
HACK AMPLIFY ETF TR 0.3%
Value ($000) $698 Shares 9,728 Est. Cost $68.28 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $695 Shares 4,078 Est. Cost $141.54 Unrealized +15.8%
GOOG ALPHABET INC 0.3%
Value ($000) $688 Shares 4,405 Est. Cost $125.37 Unrealized +45.5%
LB LANDBRIDGE COMPANY LLC 0.3%
Value ($000) $681 Shares 9,465 Est. Cost $70.75 Unrealized 0.0%
DGRW WISDOMTREE TR 0.3%
Value ($000) $667 Shares 8,350 Est. Cost $67.40 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $667 Shares 2,858 Est. Cost $219.79 Unrealized +10.1%
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $658 Shares 8,053 Est. Cost $74.37 Unrealized
XLF SELECT SECTOR SPDR TR 0.3%
Value ($000) $650 Shares 13,050 Est. Cost $33.62 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $649 Shares 25,610 Est. Cost $36.47 Unrealized -32.3%
AVGO BROADCOM INC 0.3%
Value ($000) $647 Shares 3,867 Est. Cost $148.21 Unrealized +41.6%
PIMCO DYNAMIC INCOME FD 0.3%
Value ($000) $641 Shares 32,392 Est. Cost $19.36 Unrealized
ENB ENBRIDGE INC 0.3%
Value ($000) $636 Shares 14,364 Est. Cost $34.94 Unrealized +18.5%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $631 Shares 3,807 Est. Cost $152.54 Unrealized -0.1%
HWM HOWMET AEROSPACE INC 0.3%
Value ($000) $591 Shares 4,554 Est. Cost $44.18 Unrealized +186.9%
NOBL PROSHARES TR 0.3%
Value ($000) $590 Shares 5,777 Est. Cost $98.68 Unrealized
ED CONSOLIDATED EDISON INC 0.3%
Value ($000) $584 Shares 5,283 Est. Cost $74.21 Unrealized +28.3%
COR CENCORA INC 0.3%
Value ($000) $581 Shares 2,088 Est. Cost $117.11 Unrealized +113.1%
BTI BRITISH AMERN TOB PLC 0.3%
Value ($000) $576 Shares 13,934 Est. Cost $34.96 Unrealized
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $575 Shares 1,053 Est. Cost $328.32 Unrealized +79.9%
JHMM JOHN HANCOCK EXCHANGE TRADED 0.3%
Value ($000) $573 Shares 9,994 Est. Cost $54.13 Unrealized
IVV ISHARES TR 0.3%
Value ($000) $563 Shares 1,003 Est. Cost $459.99 Unrealized
CAVA CAVA GROUP INC 0.2%
Value ($000) $540 Shares 6,254 Est. Cost $83.49 Unrealized +29.9%
IWY ISHARES TR 0.2%
Value ($000) $535 Shares 2,538 Est. Cost $172.82 Unrealized
IMCG ISHARES TR 0.2%
Value ($000) $529 Shares 7,411 Est. Cost $67.72 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $528 Shares 11,463 Est. Cost $61.54 Unrealized
IP INTERNATIONAL PAPER CO 0.2%
Value ($000) $526 Shares 9,854 Est. Cost $30.94 Unrealized +70.4%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $519 Shares 3,104 Est. Cost $152.02 Unrealized -1.0%
NMFC NEW MTN FIN CORP 0.2%
Value ($000) $517 Shares 46,846 Est. Cost $8.79 Unrealized +14.9%
ADBE ADOBE INC 0.2%
Value ($000) $508 Shares 1,324 Est. Cost $365.90 Unrealized +17.2%
MCD MCDONALDS CORP 0.2%
Value ($000) $502 Shares 1,607 Est. Cost $252.69 Unrealized +15.9%
VRT VERTIV HOLDINGS CO 0.2%
Value ($000) $500 Shares 6,929 Est. Cost $96.08 Unrealized +10.6%
GE GE AEROSPACE 0.2%
Value ($000) $496 Shares 2,478 Est. Cost $62.53 Unrealized +213.0%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $496 Shares 1,406 Est. Cost $301.22 Unrealized +26.5%
CVS CVS HEALTH CORP 0.2%
Value ($000) $481 Shares 7,096 Est. Cost $73.36 Unrealized -21.0%
CSCO CISCO SYS INC 0.2%
Value ($000) $477 Shares 7,736 Est. Cost $42.96 Unrealized +39.9%
MSTR MICROSTRATEGY INC 0.2%
Value ($000) $474 Shares 1,643 Est. Cost $306.52 Unrealized +3.6%
XYZ BLOCK INC 0.2%
Value ($000) $453 Shares 8,344 Est. Cost $147.25 Unrealized -49.3%
SO SOUTHERN CO 0.2%
Value ($000) $445 Shares 4,840 Est. Cost $60.63 Unrealized +38.8%
KO COCA COLA CO 0.2%
Value ($000) $442 Shares 6,177 Est. Cost $55.87 Unrealized +16.3%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $440 Shares 6,128 Est. Cost $41.05 Unrealized +79.5%
VBK VANGUARD INDEX FDS 0.2%
Value ($000) $433 Shares 1,720 Est. Cost $223.05 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value ($000) $429 Shares 2,956 Est. Cost $112.73 Unrealized +47.8%
STXV EA SERIES TRUST 0.2%
Value ($000) $426 Shares 13,975 Est. Cost $28.54 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $426 Shares 8,232 Est. Cost $54.79 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $426 Shares 1,477 Est. Cost $209.00 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $415 Shares 8,166 Est. Cost $46.87 Unrealized
VFF VILLAGE FARMS INTL INC 0.2%
Value ($000) $409 Shares 675,965 Est. Cost $3.32 Unrealized -78.0%
NFLX NETFLIX INC 0.2%
Value ($000) $407 Shares 436 Est. Cost $70.37 Unrealized +35.1%
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $405 Shares 4,330 Est. Cost $74.38 Unrealized
V VISA INC 0.2%
Value ($000) $403 Shares 1,151 Est. Cost $214.53 Unrealized +56.8%
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $403 Shares 2,164 Est. Cost $161.13 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $401 Shares 10,880 Est. Cost $31.92 Unrealized +9.8%
SDY SPDR SER TR 0.2%
Value ($000) $400 Shares 2,946 Est. Cost $121.73 Unrealized
SMDV PROSHARES TR 0.2%
Value ($000) $388 Shares 5,917 Est. Cost $59.81 Unrealized
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $382 Shares 5,243 Est. Cost $70.04 Unrealized +2.9%
IYH ISHARES TR 0.2%
Value ($000) $377 Shares 6,198 Est. Cost $106.07 Unrealized
CGW INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $375 Shares 6,738 Est. Cost $47.11 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $375 Shares 3,663 Est. Cost $91.37 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.2%
Value ($000) $359 Shares 26,312 Est. Cost $14.29 Unrealized
PVAL PUTNAM ETF TRUST 0.2%
Value ($000) $358 Shares 9,408 Est. Cost $37.16 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $358 Shares 1,149 Est. Cost $247.79 Unrealized +15.9%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $357 Shares 1,557 Est. Cost $223.76 Unrealized +1.6%
XOP SPDR SER TR 0.2%
Value ($000) $356 Shares 2,700 Est. Cost $135.88 Unrealized
SPDV ETF SER SOLUTIONS 0.2%
Value ($000) $354 Shares 10,873 Est. Cost $30.66 Unrealized
SGOL ETFS GOLD TR 0.2%
Value ($000) $351 Shares 11,763 Est. Cost $23.10 Unrealized
IYF ISHARES TR 0.2%
Value ($000) $336 Shares 2,978 Est. Cost $86.53 Unrealized
FTQI FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $324 Shares 17,200 Est. Cost $18.85 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $322 Shares 6,540 Est. Cost $48.25 Unrealized
GRMN GARMIN LTD 0.1%
Value ($000) $321 Shares 1,480 Est. Cost $127.62 Unrealized +66.8%
SHEL SHELL PLC 0.1%
Value ($000) $321 Shares 4,380 Est. Cost $56.95 Unrealized
CSX CSX CORP 0.1%
Value ($000) $321 Shares 10,900 Est. Cost $28.96 Unrealized +8.1%
IDMO INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $319 Shares 7,226 Est. Cost $41.56 Unrealized
SPYV SPDR SER TR 0.1%
Value ($000) $318 Shares 6,218 Est. Cost $49.75 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $313 Shares 2,088 Est. Cost $149.98 Unrealized -4.3%
CAT CATERPILLAR INC 0.1%
Value ($000) $312 Shares 945 Est. Cost $276.67 Unrealized +27.2%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $304 Shares 561 Est. Cost $319.43 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $301 Shares 3,069 Est. Cost $85.22 Unrealized +18.5%
IEP ICAHN ENTERPRISES LP 0.1%
Value ($000) $293 Shares 32,372 Est. Cost $37.01 Unrealized
SPYG SPDR SER TR 0.1%
Value ($000) $293 Shares 3,649 Est. Cost $75.23 Unrealized
BOTZ GLOBAL X FDS 0.1%
Value ($000) $284 Shares 9,962 Est. Cost $26.12 Unrealized
XYLD GLOBAL X FDS 0.1%
Value ($000) $277 Shares 7,025 Est. Cost $39.49 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TRU 0.1%
Value ($000) $277 Shares 5,370 Est. Cost $48.20 Unrealized
REGL PROSHARES TR 0.1%
Value ($000) $276 Shares 3,428 Est. Cost $81.55 Unrealized
FTA FIRST TR LRG CP VL ALPHADEX 0.1%
Value ($000) $276 Shares 3,600 Est. Cost $69.82 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $275 Shares 3,732 Est. Cost $70.54 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $267 Shares 1,516 Est. Cost $142.33 Unrealized +28.8%
IEFA ISHARES TR 0.1%
Value ($000) $264 Shares 3,486 Est. Cost $61.64 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $260 Shares 2,329 Est. Cost $92.15 Unrealized
FINX GLOBAL X FDS 0.1%
Value ($000) $255 Shares 9,262 Est. Cost $34.17 Unrealized
BA BOEING CO 0.1%
Value ($000) $254 Shares 1,491 Est. Cost $206.80 Unrealized -16.3%
SOXX ISHARES TR 0.1%
Value ($000) $250 Shares 1,326 Est. Cost $225.14 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $244 Shares 1,053 Est. Cost $191.98 Unrealized +13.8%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $240 Shares 459 Est. Cost $496.31 Unrealized +0.6%
ZTS ZOETIS INC 0.1%
Value ($000) $239 Shares 1,450 Est. Cost $171.31 Unrealized -4.0%
IXN ISHARES TR 0.1%
Value ($000) $238 Shares 3,140 Est. Cost $82.89 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $230 Shares 1,278 Est. Cost $150.29 Unrealized +21.2%
F FORD MTR CO 0.1%
Value ($000) $230 Shares 22,883 Est. Cost $10.28 Unrealized -10.1%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $229 Shares 6,122 Est. Cost $42.42 Unrealized -18.5%
SPSB SPDR SER TR 0.1%
Value ($000) $229 Shares 7,595 Est. Cost $29.38 Unrealized
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $221 Shares 8,282 Est. Cost $24.38 Unrealized 0.0%
QCOM QUALCOMM INC 0.1%
Value ($000) $221 Shares 1,436 Est. Cost $126.59 Unrealized +26.1%
DE DEERE & CO 0.1%
Value ($000) $216 Shares 460 Est. Cost $372.26 Unrealized +24.0%
PKW INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $216 Shares 1,915 Est. Cost $114.39 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $215 Shares 1,090 Est. Cost $144.59 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $214 Shares 1,347 Est. Cost $136.99 Unrealized 0.0%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $212 Shares 11,404 Est. Cost $16.28 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $209 Shares 1,715 Est. Cost $108.79 Unrealized +1.6%
PSX PHILLIPS 66 0.1%
Value ($000) $205 Shares 1,660 Est. Cost $119.26 Unrealized 0.0%
HNDL STRATEGY SHS 0.1%
Value ($000) $204 Shares 9,690 Est. Cost $25.43 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $192 Shares 6,192 Est. Cost $26.67 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $190 Shares 10,813 Est. Cost $17.59 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.1%
Value ($000) $164 Shares 14,092 Est. Cost $13.13 Unrealized +9.7%
SLV ISHARES SILVER TR 0.1%
Value ($000) $155 Shares 5,000 Est. Cost $26.67 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $133 Shares 600 Est. Cost $153.37 Unrealized +50.5%
CYPH LEAP THERAPEUTICS INC 0.1%
Value ($000) $119 Shares 388,721 Est. Cost $3.43 Unrealized -67.9%
AGEN AGENUS INC 0.0%
Value ($000) $93 Shares 61,803 Est. Cost $12.08 Unrealized -76.2%
CTSO CYTOSORBENTS CORP 0.0%
Value ($000) $78 Shares 78,457 Est. Cost $1.23 Unrealized -14.2%
HUDSON PAC PPTYS INC 0.0%
Value ($000) $59 Shares 20,000 Est. Cost $3.74 Unrealized
JMIA JUMIA TECHNOLOGIES AG 0.0%
Value ($000) $32 Shares 14,856 Est. Cost $8.15 Unrealized
ADAPY ADAPTIMMUNE THERAPEUTICS PLC 0.0%
Value ($000) $30 Shares 150,150 Est. Cost $2.68 Unrealized
TNF PHARMACEUTICALS INC 0.0%
Value ($000) $7 Shares 20,000 Est. Cost $0.35 Unrealized
AGEN AGENUS INC 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $12.08 Unrealized -76.2%