Total Wealth Planning & Management, Inc. Hedge Fund

CIK: 0002058383 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 24, 2025

Total Value ($000): $105,436 (100.0% shares, 0.0% debt)

Holdings (199)

ABBV ABBVIE INC 2.9%
Value ($000) $3,058 Shares 14,597 Est. Cost $177.41 Unrealized +6.8%
AAPL APPLE INC 2.9%
Value ($000) $3,044 Shares 13,704 Est. Cost $234.51 Unrealized -1.6%
MSFT MICROSOFT CORP 2.3%
Value ($000) $2,473 Shares 6,589 Est. Cost $422.35 Unrealized -4.1%
UNM UNUM GROUP 2.2%
Value ($000) $2,368 Shares 29,064 Est. Cost $68.94 Unrealized +11.8%
AMZN AMAZON COM INC 2.2%
Value ($000) $2,347 Shares 12,337 Est. Cost $206.53 Unrealized +5.1%
TXO TXO PARTNERS LP 1.7%
Value ($000) $1,788 Shares 93,334 Est. Cost $16.92 Unrealized
JPM JPMORGAN CHASE & CO. 1.6%
Value ($000) $1,710 Shares 6,971 Est. Cost $228.03 Unrealized +10.0%
XOM EXXON MOBIL CORP 1.6%
Value ($000) $1,692 Shares 14,230 Est. Cost $111.52 Unrealized -3.9%
LNG CHENIERE ENERGY INC 1.5%
Value ($000) $1,631 Shares 7,047 Est. Cost $204.49 Unrealized +10.1%
HD HOME DEPOT INC 1.5%
Value ($000) $1,542 Shares 4,207 Est. Cost $397.26 Unrealized -4.2%
CMCSA COMCAST CORP NEW 1.4%
Value ($000) $1,465 Shares 39,712 Est. Cost $37.71 Unrealized -7.1%
NVDA NVIDIA CORPORATION 1.4%
Value ($000) $1,465 Shares 13,518 Est. Cost $137.79 Unrealized -8.0%
AVGO BROADCOM INC 1.2%
Value ($000) $1,239 Shares 7,402 Est. Cost $182.87 Unrealized +14.7%
QQQ INVESCO QQQ TR 1.2%
Value ($000) $1,230 Shares 2,623 Est. Cost $511.23 Unrealized
CVX CHEVRON CORP NEW 1.2%
Value ($000) $1,219 Shares 7,288 Est. Cost $148.02 Unrealized +1.7%
ITRN ITURAN LOCATION AND CONTROL 1.2%
Value ($000) $1,216 Shares 33,631 Est. Cost $36.06 Unrealized 0.0%
META META PLATFORMS INC 1.1%
Value ($000) $1,203 Shares 2,087 Est. Cost $584.74 Unrealized +10.0%
VZ VERIZON COMMUNICATIONS INC 1.1%
Value ($000) $1,197 Shares 26,379 Est. Cost $39.42 Unrealized +0.4%
AEM AGNICO EAGLE MINES LTD 1.1%
Value ($000) $1,191 Shares 10,988 Est. Cost $85.30 Unrealized +10.9%
GOOGL ALPHABET INC 1.1%
Value ($000) $1,178 Shares 7,618 Est. Cost $174.14 Unrealized +3.8%
AMLP ALPS ETF TR 1.0%
Value ($000) $1,099 Shares 21,156 Est. Cost $48.33 Unrealized
OMC OMNICOM GROUP INC 1.0%
Value ($000) $1,090 Shares 13,152 Est. Cost $92.43 Unrealized -12.8%
UBER UBER TECHNOLOGIES INC 1.0%
Value ($000) $1,056 Shares 14,492 Est. Cost $71.75 Unrealized +0.4%
T AT&T INC 1.0%
Value ($000) $1,030 Shares 36,422 Est. Cost $22.57 Unrealized +7.9%
NRG NRG ENERGY INC 1.0%
Value ($000) $1,005 Shares 10,523 Est. Cost $91.23 Unrealized +9.7%
GLD SPDR GOLD TR 0.9%
Value ($000) $939 Shares 3,258 Est. Cost $245.97 Unrealized
CAG CONAGRA BRANDS INC 0.8%
Value ($000) $890 Shares 33,387 Est. Cost $25.93 Unrealized -6.0%
ITA ISHARES TR 0.8%
Value ($000) $880 Shares 5,749 Est. Cost $145.58 Unrealized
UPS UNITED PARCEL SERVICE INC 0.8%
Value ($000) $872 Shares 7,927 Est. Cost $120.21 Unrealized -6.3%
MU MICRON TECHNOLOGY INC 0.8%
Value ($000) $863 Shares 9,935 Est. Cost $99.69 Unrealized -4.0%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $835 Shares 5,033 Est. Cost $149.98 Unrealized +1.6%
J JACOBS SOLUTIONS INC 0.8%
Value ($000) $808 Shares 6,683 Est. Cost $134.87 Unrealized -5.3%
WMT WALMART INC 0.8%
Value ($000) $792 Shares 9,022 Est. Cost $85.80 Unrealized +8.3%
HEI HEICO CORP NEW 0.7%
Value ($000) $757 Shares 2,835 Est. Cost $258.23 Unrealized -5.7%
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $750 Shares 1,678 Est. Cost $518.03 Unrealized -13.5%
PYPL PAYPAL HLDGS INC 0.7%
Value ($000) $736 Shares 11,280 Est. Cost $83.88 Unrealized -7.4%
CALAMOS CONV OPPORTUNITIES & 0.7%
Value ($000) $726 Shares 75,684 Est. Cost $11.94 Unrealized
RTX RTX CORPORATION 0.7%
Value ($000) $721 Shares 5,440 Est. Cost $120.97 Unrealized +3.1%
MSFT MICROSOFT CORP 0.7%
Value ($000) $713 Shares 1,900 Est. Cost $422.35 Unrealized -4.1%
PFE PFIZER INC 0.7%
Value ($000) $706 Shares 27,859 Est. Cost $25.08 Unrealized -1.5%
BBY BEST BUY INC 0.7%
Value ($000) $700 Shares 9,506 Est. Cost $85.05 Unrealized -7.9%
SFM SPROUTS FMRS MKT INC 0.6%
Value ($000) $675 Shares 4,424 Est. Cost $132.91 Unrealized +12.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.6%
Value ($000) $663 Shares 3,996 Est. Cost $195.44 Unrealized
CAH CARDINAL HEALTH INC 0.6%
Value ($000) $662 Shares 4,804 Est. Cost $114.81 Unrealized +9.7%
WABC WESTAMERICA BANCORPORATION 0.6%
Value ($000) $655 Shares 12,939 Est. Cost $50.92 Unrealized -4.0%
VICI VICI PPTYS INC 0.6%
Value ($000) $655 Shares 20,068 Est. Cost $29.39 Unrealized -0.8%
GSK GSK PLC 0.6%
Value ($000) $654 Shares 16,881 Est. Cost $35.38 Unrealized
XLV SELECT SECTOR SPDR TR 0.6%
Value ($000) $633 Shares 4,332 Est. Cost $141.05 Unrealized
ROAD CONSTRUCTION PARTNERS INC 0.6%
Value ($000) $616 Shares 8,569 Est. Cost $85.97 Unrealized -8.3%
V VISA INC 0.6%
Value ($000) $610 Shares 1,740 Est. Cost $298.33 Unrealized +12.7%
HII HUNTINGTON INGALLS INDS INC 0.6%
Value ($000) $597 Shares 2,924 Est. Cost $204.94 Unrealized -9.3%
MPC MARATHON PETE CORP 0.6%
Value ($000) $593 Shares 4,069 Est. Cost $148.02 Unrealized -1.9%
IP INTERNATIONAL PAPER CO 0.6%
Value ($000) $589 Shares 11,049 Est. Cost $51.78 Unrealized +1.9%
TMUS T-MOBILE US INC 0.6%
Value ($000) $584 Shares 2,188 Est. Cost $223.42 Unrealized +8.8%
DLR DIGITAL RLTY TR INC 0.5%
Value ($000) $576 Shares 4,022 Est. Cost $162.18 Unrealized -2.6%
PRU PRUDENTIAL FINL INC 0.5%
Value ($000) $569 Shares 5,096 Est. Cost $116.71 Unrealized -6.6%
SCHW SCHWAB CHARLES CORP 0.5%
Value ($000) $566 Shares 7,235 Est. Cost $73.82 Unrealized +5.2%
DY DYCOM INDS INC 0.5%
Value ($000) $566 Shares 3,717 Est. Cost $184.85 Unrealized -6.8%
CEF SPROTT PHYSICAL GOLD & SILVE 0.5%
Value ($000) $560 Shares 19,725 Est. Cost $23.76 Unrealized
XLF SELECT SECTOR SPDR TR 0.5%
Value ($000) $556 Shares 11,161 Est. Cost $48.33 Unrealized
CI THE CIGNA GROUP 0.5%
Value ($000) $546 Shares 1,661 Est. Cost $309.44 Unrealized -4.4%
XLK SELECT SECTOR SPDR TR 0.5%
Value ($000) $540 Shares 2,617 Est. Cost $232.52 Unrealized
C CITIGROUP INC 0.5%
Value ($000) $537 Shares 7,564 Est. Cost $65.38 Unrealized +14.0%
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $536 Shares 4,784 Est. Cost $87.00 Unrealized +15.5%
PRIM PRIMORIS SVCS CORP 0.5%
Value ($000) $536 Shares 9,334 Est. Cost $73.01 Unrealized -1.0%
KLIC KULICKE & SOFFA INDS INC 0.5%
Value ($000) $517 Shares 15,667 Est. Cost $43.27 Unrealized -7.1%
PRU PRUDENTIAL FINL INC 0.5%
Value ($000) $514 Shares 4,600 Est. Cost $116.71 Unrealized -6.6%
GE GE AEROSPACE 0.5%
Value ($000) $501 Shares 2,502 Est. Cost $177.15 Unrealized +10.5%
MCHP MICROCHIP TECHNOLOGY INC. 0.5%
Value ($000) $487 Shares 10,057 Est. Cost $54.19 Unrealized 0.0%
BX BLACKSTONE INC 0.5%
Value ($000) $481 Shares 3,439 Est. Cost $168.78 Unrealized -6.3%
TRV TRAVELERS COMPANIES INC 0.4%
Value ($000) $469 Shares 1,772 Est. Cost $244.88 Unrealized +0.2%
UHT UNIVERSAL HEALTH RLTY INCOME 0.4%
Value ($000) $465 Shares 11,350 Est. Cost $40.96 Unrealized
DVN DEVON ENERGY CORP NEW 0.4%
Value ($000) $463 Shares 12,381 Est. Cost $35.83 Unrealized -3.5%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $459 Shares 1,683 Est. Cost $255.81 Unrealized 0.0%
KBE SPDR SER TR 0.4%
Value ($000) $457 Shares 8,637 Est. Cost $55.30 Unrealized
XHB SPDR SER TR 0.4%
Value ($000) $454 Shares 4,690 Est. Cost $104.39 Unrealized
CUBE CUBESMART 0.4%
Value ($000) $454 Shares 10,630 Est. Cost $42.78 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $449 Shares 7,358 Est. Cost $52.58 Unrealized +5.5%
GAMCO GLOBAL GOLD NAT RES & 0.4%
Value ($000) $445 Shares 101,726 Est. Cost $3.79 Unrealized
MLI MUELLER INDS INC 0.4%
Value ($000) $442 Shares 5,804 Est. Cost $80.07 Unrealized -1.3%
T AT&T INC 0.4%
Value ($000) $436 Shares 15,400 Est. Cost $22.57 Unrealized +7.9%
ALLY ALLY FINL INC 0.4%
Value ($000) $432 Shares 11,847 Est. Cost $34.90 Unrealized +2.0%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.4%
Value ($000) $427 Shares 5,295 Est. Cost $85.82 Unrealized 0.0%
D DOMINION ENERGY INC 0.4%
Value ($000) $423 Shares 7,537 Est. Cost $54.01 Unrealized -2.4%
ADC AGREE RLTY CORP 0.4%
Value ($000) $422 Shares 5,462 Est. Cost $70.57 Unrealized
VLO VALERO ENERGY CORP 0.4%
Value ($000) $419 Shares 3,174 Est. Cost $129.16 Unrealized +0.2%
UEC URANIUM ENERGY CORP 0.4%
Value ($000) $414 Shares 86,630 Est. Cost $7.65 Unrealized -18.1%
IIIN INSTEEL INDS INC 0.4%
Value ($000) $413 Shares 15,691 Est. Cost $26.79 Unrealized 0.0%
UPGD INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $412 Shares 5,878 Est. Cost $69.12 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $409 Shares 6,700 Est. Cost $52.58 Unrealized +5.5%
IYT ISHARES TR 0.4%
Value ($000) $407 Shares 6,362 Est. Cost $67.57 Unrealized
ABNB AIRBNB INC 0.4%
Value ($000) $407 Shares 3,404 Est. Cost $133.97 Unrealized 0.0%
FOR FORESTAR GROUP INC 0.4%
Value ($000) $404 Shares 19,111 Est. Cost $27.25 Unrealized -14.6%
WLK WESTLAKE CORPORATION 0.4%
Value ($000) $397 Shares 3,965 Est. Cost $120.15 Unrealized -10.1%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $395 Shares 8,700 Est. Cost $39.42 Unrealized +0.4%
CPA COPA HOLDINGS SA 0.4%
Value ($000) $391 Shares 4,233 Est. Cost $88.24 Unrealized -0.2%
ETD ETHAN ALLEN INTERIORS INC 0.4%
Value ($000) $378 Shares 13,661 Est. Cost $27.16 Unrealized -2.7%
D DOMINION ENERGY INC 0.4%
Value ($000) $376 Shares 6,700 Est. Cost $54.01 Unrealized -2.4%
KHC KRAFT HEINZ CO 0.3%
Value ($000) $369 Shares 12,119 Est. Cost $28.34 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW 0.3%
Value ($000) $364 Shares 2,469 Est. Cost $131.37 Unrealized -1.7%
AG FIRST MAJESTIC SILVER CORP 0.3%
Value ($000) $364 Shares 54,352 Est. Cost $6.43 Unrealized -7.5%
BP BP PLC 0.3%
Value ($000) $362 Shares 10,700 Est. Cost $29.56 Unrealized
IWM ISHARES TR 0.3%
Value ($000) $361 Shares 1,808 Est. Cost $219.48 Unrealized
FE FIRSTENERGY CORP 0.3%
Value ($000) $360 Shares 8,900 Est. Cost $38.47 Unrealized 0.0%
HIGHLAND GLOBAL ALLOCATION F 0.3%
Value ($000) $355 Shares 42,593 Est. Cost $7.81 Unrealized
R RYDER SYS INC 0.3%
Value ($000) $355 Shares 2,466 Est. Cost $156.26 Unrealized -0.3%
MMS MAXIMUS INC 0.3%
Value ($000) $354 Shares 5,196 Est. Cost $78.15 Unrealized -8.8%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $351 Shares 2,100 Est. Cost $148.02 Unrealized +1.7%
IMO IMPERIAL OIL LTD 0.3%
Value ($000) $350 Shares 4,838 Est. Cost $70.33 Unrealized -4.6%
BP BP PLC 0.3%
Value ($000) $348 Shares 10,300 Est. Cost $29.56 Unrealized
FE FIRSTENERGY CORP 0.3%
Value ($000) $344 Shares 8,500 Est. Cost $38.47 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $340 Shares 1,154 Est. Cost $304.00 Unrealized -1.2%
AWK AMERICAN WTR WKS CO INC NEW 0.3%
Value ($000) $339 Shares 2,300 Est. Cost $131.37 Unrealized -1.7%
TSLA TESLA INC 0.3%
Value ($000) $336 Shares 1,296 Est. Cost $323.25 Unrealized +3.1%
HPQ HP INC 0.3%
Value ($000) $334 Shares 12,050 Est. Cost $34.20 Unrealized -11.2%
CF CF INDS HLDGS INC 0.3%
Value ($000) $334 Shares 4,268 Est. Cost $84.24 Unrealized -2.5%
WPM WHEATON PRECIOUS METALS CORP 0.3%
Value ($000) $333 Shares 4,285 Est. Cost $61.60 Unrealized +7.9%
TFC TRUIST FINL CORP 0.3%
Value ($000) $331 Shares 8,036 Est. Cost $42.32 Unrealized +0.9%
RWM PROSHARES TR 0.3%
Value ($000) $330 Shares 15,922 Est. Cost $18.74 Unrealized
KHC KRAFT HEINZ CO 0.3%
Value ($000) $329 Shares 10,800 Est. Cost $28.34 Unrealized 0.0%
GLPI GAMING & LEISURE PPTYS INC 0.3%
Value ($000) $326 Shares 6,400 Est. Cost $48.16 Unrealized
GLPI GAMING & LEISURE PPTYS INC 0.3%
Value ($000) $326 Shares 6,400 Est. Cost $48.16 Unrealized
ADSK AUTODESK INC 0.3%
Value ($000) $326 Shares 1,244 Est. Cost $295.42 Unrealized -3.7%
KO COCA COLA CO 0.3%
Value ($000) $324 Shares 4,523 Est. Cost $63.09 Unrealized +3.0%
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value ($000) $319 Shares 3,775 Est. Cost $58.25 Unrealized +50.8%
MSM MSC INDL DIRECT INC 0.3%
Value ($000) $318 Shares 4,100 Est. Cost $82.42 Unrealized -2.9%
MSM MSC INDL DIRECT INC 0.3%
Value ($000) $318 Shares 4,100 Est. Cost $82.42 Unrealized -2.9%
NEUBERGER BERMAN HIGH YIELD 0.3%
Value ($000) $313 Shares 40,976 Est. Cost $7.64 Unrealized
RIVERNORTH DOUBLELINE STRATE 0.3%
Value ($000) $312 Shares 36,383 Est. Cost $8.49 Unrealized
KD KYNDRYL HLDGS INC 0.3%
Value ($000) $310 Shares 9,863 Est. Cost $37.48 Unrealized 0.0%
RIVERNORTH OPPORTUNITIES FD 0.3%
Value ($000) $309 Shares 26,201 Est. Cost $11.79 Unrealized
TFC TRUIST FINL CORP 0.3%
Value ($000) $309 Shares 7,500 Est. Cost $42.32 Unrealized +0.9%
ABRDN WORLD HEALTHCARE FUND 0.3%
Value ($000) $304 Shares 26,331 Est. Cost $11.53 Unrealized
ABRDN INCOME CREDIT STRATEGI 0.3%
Value ($000) $299 Shares 50,762 Est. Cost $5.92 Unrealized
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $297 Shares 2,700 Est. Cost $120.21 Unrealized -6.3%
HPQ HP INC 0.3%
Value ($000) $294 Shares 10,600 Est. Cost $34.20 Unrealized -11.2%
VOYA EMERGING MKTS HIGH DIVI 0.3%
Value ($000) $291 Shares 54,528 Est. Cost $5.24 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $286 Shares 11,300 Est. Cost $25.08 Unrealized -1.5%
MCHP MICROCHIP TECHNOLOGY INC. 0.3%
Value ($000) $281 Shares 5,800 Est. Cost $54.19 Unrealized 0.0%
VOYA ASIA PAC HIGH DIV EQT I 0.3%
Value ($000) $280 Shares 45,300 Est. Cost $6.14 Unrealized
WHR WHIRLPOOL CORP 0.3%
Value ($000) $279 Shares 3,100 Est. Cost $106.04 Unrealized 0.0%
WHR WHIRLPOOL CORP 0.3%
Value ($000) $279 Shares 3,100 Est. Cost $106.04 Unrealized 0.0%
QCOM QUALCOMM INC 0.3%
Value ($000) $278 Shares 1,810 Est. Cost $159.55 Unrealized +0.1%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $277 Shares 1,112 Est. Cost $216.31 Unrealized +10.7%
CRWD CROWDSTRIKE HLDGS INC 0.3%
Value ($000) $274 Shares 776 Est. Cost $332.51 Unrealized +14.6%
WESTERN ASSET HIGH INCOM FD 0.3%
Value ($000) $273 Shares 65,345 Est. Cost $4.19 Unrealized
CAG CONAGRA BRANDS INC 0.3%
Value ($000) $272 Shares 10,200 Est. Cost $25.93 Unrealized -6.0%
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $271 Shares 1,566 Est. Cost $175.23 Unrealized
XTN SPDR SER TR 0.3%
Value ($000) $271 Shares 3,665 Est. Cost $86.49 Unrealized
SMG SCOTTS MIRACLE-GRO CO 0.3%
Value ($000) $270 Shares 4,923 Est. Cost $74.48 Unrealized -17.4%
SMG SCOTTS MIRACLE-GRO CO 0.3%
Value ($000) $269 Shares 4,900 Est. Cost $74.48 Unrealized -17.4%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.3%
Value ($000) $266 Shares 8,969 Est. Cost $25.62 Unrealized +18.5%
WESTERN ASSET GBL HIGH INC F 0.2%
Value ($000) $263 Shares 39,825 Est. Cost $6.63 Unrealized
XLC SELECT SECTOR SPDR TR 0.2%
Value ($000) $251 Shares 2,603 Est. Cost $96.81 Unrealized
VOXR VOX ROYALTY CORP 0.2%
Value ($000) $251 Shares 85,900 Est. Cost $2.69 Unrealized -8.3%
PSLV SPROTT PHYSICAL SILVER TR 0.2%
Value ($000) $249 Shares 21,460 Est. Cost $9.65 Unrealized
DOCU DOCUSIGN INC 0.2%
Value ($000) $246 Shares 3,024 Est. Cost $79.85 Unrealized +9.7%
WEN WENDYS CO 0.2%
Value ($000) $236 Shares 16,100 Est. Cost $18.25 Unrealized -17.6%
WEN WENDYS CO 0.2%
Value ($000) $236 Shares 16,100 Est. Cost $18.25 Unrealized -17.6%
DKNG DRAFTKINGS INC NEW 0.2%
Value ($000) $234 Shares 7,050 Est. Cost $39.78 Unrealized +3.2%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $231 Shares 413 Est. Cost $586.08 Unrealized
FMC FMC CORP 0.2%
Value ($000) $228 Shares 5,400 Est. Cost $54.84 Unrealized -23.0%
FMC FMC CORP 0.2%
Value ($000) $228 Shares 5,400 Est. Cost $54.84 Unrealized -23.0%
CRM SALESFORCE INC 0.2%
Value ($000) $225 Shares 839 Est. Cost $316.76 Unrealized -2.4%
OKTA OKTA INC 0.2%
Value ($000) $221 Shares 2,099 Est. Cost $97.67 Unrealized 0.0%
ETR ENTERGY CORP NEW 0.2%
Value ($000) $217 Shares 2,534 Est. Cost $80.44 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $217 Shares 909 Est. Cost $271.56 Unrealized -0.8%
ABT ABBOTT LABS 0.2%
Value ($000) $215 Shares 1,620 Est. Cost $125.48 Unrealized 0.0%
MCD MCDONALDS CORP 0.2%
Value ($000) $213 Shares 683 Est. Cost $292.89 Unrealized 0.0%
OKE ONEOK INC NEW 0.2%
Value ($000) $213 Shares 2,145 Est. Cost $96.84 Unrealized -1.9%
AR ANTERO RESOURCES CORP 0.2%
Value ($000) $207 Shares 5,120 Est. Cost $38.35 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $206 Shares 1,195 Est. Cost $162.09 Unrealized 0.0%
NFLX NETFLIX INC 0.2%
Value ($000) $206 Shares 221 Est. Cost $82.31 Unrealized +15.5%
SMR NUSCALE PWR CORP 0.2%
Value ($000) $206 Shares 14,550 Est. Cost $20.63 Unrealized -2.0%
DDOG DATADOG INC 0.2%
Value ($000) $204 Shares 2,060 Est. Cost $137.35 Unrealized -8.1%
TS TENARIS S A 0.2%
Value ($000) $202 Shares 5,167 Est. Cost $39.11 Unrealized
SU SUNCOR ENERGY INC NEW 0.2%
Value ($000) $201 Shares 5,184 Est. Cost $37.45 Unrealized 0.0%
SPHQ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $200 Shares 3,020 Est. Cost $67.03 Unrealized
ACHR ARCHER AVIATION INC 0.2%
Value ($000) $165 Shares 23,220 Est. Cost $5.56 Unrealized +59.7%
HL HECLA MNG CO 0.2%
Value ($000) $159 Shares 28,600 Est. Cost $5.95 Unrealized -7.0%
TMQ TRILOGY METALS INC NEW 0.2%
Value ($000) $159 Shares 102,500 Est. Cost $0.90 Unrealized +53.2%
JOBY JOBY AVIATION INC 0.1%
Value ($000) $151 Shares 25,122 Est. Cost $6.63 Unrealized +12.9%
NFGC NEW FOUND GOLD CORP 0.1%
Value ($000) $150 Shares 125,400 Est. Cost $2.00 Unrealized -13.9%
GLDD GREAT LAKES DREDGE & DOCK CO 0.1%
Value ($000) $128 Shares 14,750 Est. Cost $11.96 Unrealized -16.6%
QBTS D-WAVE QUANTUM INC 0.1%
Value ($000) $124 Shares 16,350 Est. Cost $6.72 Unrealized 0.0%
XPL SOLITARIO RESOURCES CORP 0.1%
Value ($000) $100 Shares 165,866 Est. Cost $0.64 Unrealized +2.6%
PLG PLATINUM GROUP METALS LTD 0.1%
Value ($000) $98 Shares 79,400 Est. Cost $1.61 Unrealized -20.1%
SBSW SIBANYE STILLWATER LTD 0.1%
Value ($000) $85 Shares 18,519 Est. Cost $3.30 Unrealized
PHX MINERALS INC 0.1%
Value ($000) $71 Shares 18,100 Est. Cost $4.00 Unrealized
CDE COEUR MNG INC 0.1%
Value ($000) $61 Shares 10,344 Est. Cost $6.17 Unrealized 0.0%
UEC URANIUM ENERGY CORP 0.0%
Value ($000) $41 Shares 8,500 Est. Cost $7.65 Unrealized -18.1%
GLDG GOLDMINING INC 0.0%
Value ($000) $37 Shares 43,600 Est. Cost $0.89 Unrealized -8.9%
GROY GOLD ROYALTY CORP 0.0%
Value ($000) $33 Shares 22,710 Est. Cost $1.33 Unrealized +2.1%
DNN DENISON MINES CORP 0.0%
Value ($000) $28 Shares 21,500 Est. Cost $1.87 Unrealized -10.8%
BFLY BUTTERFLY NETWORK INC 0.0%
Value ($000) $25 Shares 10,900 Est. Cost $3.58 Unrealized 0.0%
DSX DIANA SHIPPING INC 0.0%
Value ($000) $16 Shares 10,173 Est. Cost $2.08 Unrealized -14.4%
OCEANPAL INC 0.0%
Value ($000) $14 Shares 16,254 Est. Cost $1.16 Unrealized
DNN DENISON MINES CORP 0.0%
Value ($000) $9 Shares 5,000 Est. Cost $1.87 Unrealized -10.8%
AG FIRST MAJESTIC SILVER CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $6.43 Unrealized -7.5%