Total Wealth Planning & Management, Inc. Hedge Fund

CIK: 0002058383 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 24, 2025

Total Value ($000): $123,501 (100.0% shares, 0.0% debt)

Holdings (217)

MSFT MICROSOFT CORP 2.6%
Value ($000) $3,262 Shares 6,559 Est. Cost $422.35 Unrealized +2.4%
AAPL APPLE INC 2.4%
Value ($000) $3,020 Shares 14,718 Est. Cost $232.23 Unrealized -13.3%
AMZN AMAZON COM INC 2.4%
Value ($000) $2,963 Shares 13,505 Est. Cost $205.79 Unrealized -3.8%
ABBV ABBVIE INC 2.2%
Value ($000) $2,699 Shares 14,538 Est. Cost $177.41 Unrealized +3.0%
UNM UNUM GROUP 2.1%
Value ($000) $2,534 Shares 31,373 Est. Cost $69.68 Unrealized +13.4%
NVDA NVIDIA CORPORATION 1.7%
Value ($000) $2,127 Shares 13,466 Est. Cost $137.79 Unrealized -8.7%
JPM JPMORGAN CHASE & CO. 1.7%
Value ($000) $2,066 Shares 7,126 Est. Cost $228.56 Unrealized +10.5%
AVGO BROADCOM INC 1.7%
Value ($000) $2,064 Shares 7,486 Est. Cost $183.24 Unrealized +17.8%
LNG CHENIERE ENERGY INC 1.3%
Value ($000) $1,612 Shares 4,200 Est. Cost $204.49 Unrealized +13.3%
HD HOME DEPOT INC 1.3%
Value ($000) $1,602 Shares 4,370 Est. Cost $395.72 Unrealized -10.1%
XOM EXXON MOBIL CORP 1.3%
Value ($000) $1,553 Shares 14,407 Est. Cost $111.43 Unrealized -6.2%
META META PLATFORMS INC 1.2%
Value ($000) $1,540 Shares 2,087 Est. Cost $584.74 Unrealized +5.5%
GOOGL ALPHABET INC 1.2%
Value ($000) $1,502 Shares 8,522 Est. Cost $172.99 Unrealized -5.6%
NRG NRG ENERGY INC 1.2%
Value ($000) $1,459 Shares 9,083 Est. Cost $91.23 Unrealized +43.6%
QQQ INVESCO QQQ TR 1.2%
Value ($000) $1,451 Shares 2,631 Est. Cost $511.23 Unrealized
MU MICRON TECHNOLOGY INC 1.1%
Value ($000) $1,386 Shares 11,249 Est. Cost $98.93 Unrealized -5.8%
XLK SELECT SECTOR SPDR TR 1.1%
Value ($000) $1,376 Shares 5,432 Est. Cost $243.25 Unrealized
TMUS T-MOBILE US INC 1.1%
Value ($000) $1,314 Shares 5,515 Est. Cost $234.31 Unrealized +3.1%
ITRN ITURAN LOCATION AND CONTROL 1.1%
Value ($000) $1,303 Shares 33,631 Est. Cost $36.06 Unrealized -0.3%
TXO TXO PARTNERS LP 1.0%
Value ($000) $1,192 Shares 79,279 Est. Cost $16.92 Unrealized
CVX CHEVRON CORP NEW 0.9%
Value ($000) $1,145 Shares 8,800 Est. Cost $146.13 Unrealized -6.2%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $1,134 Shares 26,213 Est. Cost $39.42 Unrealized +6.1%
MRK MERCK & CO INC 0.9%
Value ($000) $1,111 Shares 14,040 Est. Cost $77.39 Unrealized 0.0%
AMLP ALPS ETF TR 0.9%
Value ($000) $1,104 Shares 22,588 Est. Cost $48.36 Unrealized
ITA ISHARES TR 0.9%
Value ($000) $1,058 Shares 5,609 Est. Cost $145.58 Unrealized
UBER UBER TECHNOLOGIES INC 0.8%
Value ($000) $1,022 Shares 10,955 Est. Cost $71.75 Unrealized +14.7%
PYPL PAYPAL HLDGS INC 0.8%
Value ($000) $1,016 Shares 13,677 Est. Cost $81.15 Unrealized -15.8%
T AT&T INC 0.8%
Value ($000) $1,000 Shares 34,541 Est. Cost $22.57 Unrealized +19.5%
GLD SPDR GOLD TR 0.8%
Value ($000) $992 Shares 3,253 Est. Cost $245.97 Unrealized
OMC OMNICOM GROUP INC 0.8%
Value ($000) $967 Shares 13,437 Est. Cost $92.00 Unrealized -21.8%
J JACOBS SOLUTIONS INC 0.8%
Value ($000) $938 Shares 7,137 Est. Cost $134.09 Unrealized -8.6%
PFE PFIZER INC 0.7%
Value ($000) $922 Shares 38,048 Est. Cost $24.35 Unrealized -8.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.7%
Value ($000) $905 Shares 3,996 Est. Cost $195.44 Unrealized
DY DYCOM INDS INC 0.7%
Value ($000) $898 Shares 3,673 Est. Cost $184.85 Unrealized +6.5%
CCL CARNIVAL CORP 0.7%
Value ($000) $897 Shares 2,200 Est. Cost $21.40 Unrealized 0.0%
WMT WALMART INC 0.7%
Value ($000) $841 Shares 8,597 Est. Cost $85.80 Unrealized +10.4%
HEI HEICO CORP NEW 0.7%
Value ($000) $826 Shares 2,518 Est. Cost $258.23 Unrealized +7.1%
WEYS WEYCO GROUP INC 0.7%
Value ($000) $822 Shares 24,788 Est. Cost $30.75 Unrealized 0.0%
TOST TOAST INC 0.7%
Value ($000) $814 Shares 18,388 Est. Cost $39.30 Unrealized 0.0%
PRIM PRIMORIS SVCS CORP 0.6%
Value ($000) $797 Shares 10,221 Est. Cost $72.56 Unrealized -6.6%
CALAMOS CONV OPPORTUNITIES & 0.6%
Value ($000) $796 Shares 75,684 Est. Cost $11.94 Unrealized
ROAD CONSTRUCTION PARTNERS INC 0.6%
Value ($000) $791 Shares 7,447 Est. Cost $85.97 Unrealized +8.7%
RTX RTX CORPORATION 0.6%
Value ($000) $791 Shares 5,420 Est. Cost $120.97 Unrealized +8.9%
EFAD PROSHARES TR 0.6%
Value ($000) $762 Shares 17,746 Est. Cost $42.92 Unrealized
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $760 Shares 1,641 Est. Cost $518.03 Unrealized -11.4%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $759 Shares 4,972 Est. Cost $149.98 Unrealized +0.6%
C CITIGROUP INC 0.6%
Value ($000) $753 Shares 4,900 Est. Cost $65.38 Unrealized +8.9%
CAG CONAGRA BRANDS INC 0.6%
Value ($000) $740 Shares 36,166 Est. Cost $25.66 Unrealized -12.5%
CRWV COREWEAVE INC 0.6%
Value ($000) $740 Shares 4,537 Est. Cost $92.20 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR 0.6%
Value ($000) $733 Shares 13,998 Est. Cost $49.15 Unrealized
DLR DIGITAL RLTY TR INC 0.6%
Value ($000) $701 Shares 4,023 Est. Cost $162.18 Unrealized -1.2%
KVUE KENVUE INC 0.6%
Value ($000) $698 Shares 33,364 Est. Cost $22.15 Unrealized 0.0%
KLIC KULICKE & SOFFA INDS INC 0.6%
Value ($000) $697 Shares 20,155 Est. Cost $40.77 Unrealized -21.4%
MPC MARATHON PETE CORP 0.6%
Value ($000) $685 Shares 4,125 Est. Cost $148.02 Unrealized -0.1%
BX BLACKSTONE INC 0.5%
Value ($000) $659 Shares 4,407 Est. Cost $161.38 Unrealized -16.3%
SCHW SCHWAB CHARLES CORP 0.5%
Value ($000) $656 Shares 7,188 Est. Cost $73.82 Unrealized +12.6%
CAH CARDINAL HEALTH INC 0.5%
Value ($000) $655 Shares 15,900 Est. Cost $137.35 Unrealized +7.1%
DVN DEVON ENERGY CORP NEW 0.5%
Value ($000) $641 Shares 20,160 Est. Cost $34.06 Unrealized -8.3%
SFM SPROUTS FMRS MKT INC 0.5%
Value ($000) $640 Shares 3,890 Est. Cost $132.91 Unrealized +22.9%
IP INTERNATIONAL PAPER CO 0.5%
Value ($000) $639 Shares 13,654 Est. Cost $50.67 Unrealized -9.3%
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $637 Shares 6,311 Est. Cost $120.21 Unrealized -21.7%
WABC WESTAMERICA BANCORPORATION 0.5%
Value ($000) $622 Shares 12,839 Est. Cost $50.92 Unrealized -8.9%
VICI VICI PPTYS INC 0.5%
Value ($000) $619 Shares 19,001 Est. Cost $29.39 Unrealized +3.9%
HII HUNTINGTON INGALLS INDS INC 0.5%
Value ($000) $613 Shares 2,538 Est. Cost $204.94 Unrealized +7.6%
UEC URANIUM ENERGY CORP 0.5%
Value ($000) $597 Shares 87,730 Est. Cost $7.63 Unrealized -26.5%
V VISA INC 0.5%
Value ($000) $594 Shares 1,672 Est. Cost $298.33 Unrealized +16.3%
HIMS HIMS & HERS HEALTH INC 0.5%
Value ($000) $593 Shares 11,904 Est. Cost $45.20 Unrealized 0.0%
GSK GSK PLC 0.5%
Value ($000) $588 Shares 15,316 Est. Cost $35.38 Unrealized
GE GE AEROSPACE 0.5%
Value ($000) $570 Shares 2,214 Est. Cost $177.15 Unrealized +23.4%
PRU PRUDENTIAL FINL INC 0.4%
Value ($000) $548 Shares 5,096 Est. Cost $116.71 Unrealized -14.1%
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $530 Shares 4,784 Est. Cost $87.00 Unrealized +20.0%
ALLY ALLY FINL INC 0.4%
Value ($000) $529 Shares 13,587 Est. Cost $34.75 Unrealized -2.8%
CEF SPROTT PHYSICAL GOLD & SILVE 0.4%
Value ($000) $527 Shares 17,513 Est. Cost $23.76 Unrealized
SMR NUSCALE PWR CORP 0.4%
Value ($000) $522 Shares 13,200 Est. Cost $20.63 Unrealized +21.6%
IBIT ISHARES BITCOIN TRUST ETF 0.4%
Value ($000) $512 Shares 8,368 Est. Cost $61.21 Unrealized
PRU PRUDENTIAL FINL INC 0.4%
Value ($000) $494 Shares 4,600 Est. Cost $116.71 Unrealized -14.1%
KBE SPDR SERIES TRUST 0.4%
Value ($000) $482 Shares 8,637 Est. Cost $55.30 Unrealized
EWY ISHARES INC 0.4%
Value ($000) $481 Shares 6,698 Est. Cost $71.78 Unrealized
AVAV AEROVIRONMENT INC 0.4%
Value ($000) $480 Shares 1,686 Est. Cost $169.27 Unrealized 0.0%
TSLA TESLA INC 0.4%
Value ($000) $477 Shares 1,503 Est. Cost $320.23 Unrealized -5.9%
IIIN INSTEEL INDS INC 0.4%
Value ($000) $477 Shares 12,815 Est. Cost $26.79 Unrealized +20.4%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.4%
Value ($000) $476 Shares 6,433 Est. Cost $82.94 Unrealized -16.2%
CI THE CIGNA GROUP 0.4%
Value ($000) $475 Shares 1,438 Est. Cost $309.44 Unrealized +2.7%
AG FIRST MAJESTIC SILVER CORP 0.4%
Value ($000) $475 Shares 57,452 Est. Cost $6.44 Unrealized +4.4%
VLO VALERO ENERGY CORP 0.4%
Value ($000) $474 Shares 3,527 Est. Cost $128.48 Unrealized -4.8%
MLI MUELLER INDS INC 0.4%
Value ($000) $473 Shares 5,948 Est. Cost $79.94 Unrealized -6.3%
ABNB AIRBNB INC 0.4%
Value ($000) $468 Shares 3,533 Est. Cost $133.70 Unrealized -5.3%
T AT&T INC 0.4%
Value ($000) $460 Shares 15,900 Est. Cost $22.57 Unrealized +19.5%
XHB SPDR SERIES TRUST 0.4%
Value ($000) $458 Shares 4,645 Est. Cost $104.39 Unrealized
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $456 Shares 1,564 Est. Cost $255.81 Unrealized +6.5%
CPA COPA HOLDINGS SA 0.4%
Value ($000) $456 Shares 4,147 Est. Cost $88.24 Unrealized +7.9%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $454 Shares 734 Est. Cost $599.97 Unrealized
LEU CENTRUS ENERGY CORP 0.4%
Value ($000) $453 Shares 6,700 Est. Cost $106.76 Unrealized 0.0%
UHT UNIVERSAL HEALTH RLTY INCOME 0.4%
Value ($000) $450 Shares 11,266 Est. Cost $40.96 Unrealized
CF CF INDS HLDGS INC 0.4%
Value ($000) $448 Shares 6,900 Est. Cost $84.13 Unrealized -0.2%
GAMCO GLOBAL GOLD NAT RES & 0.4%
Value ($000) $447 Shares 101,751 Est. Cost $3.79 Unrealized
FOR FORESTAR GROUP INC 0.4%
Value ($000) $445 Shares 22,257 Est. Cost $26.19 Unrealized -24.5%
TRV TRAVELERS COMPANIES INC 0.4%
Value ($000) $445 Shares 1,663 Est. Cost $244.88 Unrealized +6.5%
CUBE CUBESMART 0.4%
Value ($000) $444 Shares 10,451 Est. Cost $42.78 Unrealized
R RYDER SYS INC 0.4%
Value ($000) $441 Shares 2,773 Est. Cost $155.23 Unrealized -5.3%
D DOMINION ENERGY INC 0.4%
Value ($000) $436 Shares 7,721 Est. Cost $53.99 Unrealized -1.5%
IYT ISHARES TR 0.4%
Value ($000) $436 Shares 6,362 Est. Cost $67.57 Unrealized
OKLO OKLO INC 0.3%
Value ($000) $428 Shares 7,636 Est. Cost $38.57 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.3%
Value ($000) $424 Shares 20,750 Est. Cost $16.47 Unrealized 0.0%
WLK WESTLAKE CORPORATION 0.3%
Value ($000) $424 Shares 5,586 Est. Cost $108.58 Unrealized -26.1%
ETD ETHAN ALLEN INTERIORS INC 0.3%
Value ($000) $414 Shares 14,863 Est. Cost $27.02 Unrealized -6.0%
UPGD INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $414 Shares 5,831 Est. Cost $69.12 Unrealized
MMS MAXIMUS INC 0.3%
Value ($000) $412 Shares 5,875 Est. Cost $77.24 Unrealized -9.1%
VNM VANECK ETF TRUST 0.3%
Value ($000) $403 Shares 29,311 Est. Cost $13.75 Unrealized
XLY SELECT SECTOR SPDR TR 0.3%
Value ($000) $402 Shares 1,848 Est. Cost $217.33 Unrealized
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $401 Shares 1,421 Est. Cost $297.26 Unrealized -9.8%
PZZA PAPA JOHNS INTL INC 0.3%
Value ($000) $396 Shares 8,100 Est. Cost $39.22 Unrealized 0.0%
PZZA PAPA JOHNS INTL INC 0.3%
Value ($000) $396 Shares 8,100 Est. Cost $39.22 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.3%
Value ($000) $395 Shares 19,300 Est. Cost $16.47 Unrealized 0.0%
IWM ISHARES TR 0.3%
Value ($000) $390 Shares 1,808 Est. Cost $219.48 Unrealized
D DOMINION ENERGY INC 0.3%
Value ($000) $390 Shares 6,900 Est. Cost $53.99 Unrealized -1.5%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $389 Shares 9,000 Est. Cost $39.42 Unrealized +6.1%
MRK MERCK & CO INC 0.3%
Value ($000) $388 Shares 4,900 Est. Cost $77.39 Unrealized 0.0%
ADSK AUTODESK INC 0.3%
Value ($000) $385 Shares 1,244 Est. Cost $295.42 Unrealized -4.0%
IMO IMPERIAL OIL LTD 0.3%
Value ($000) $385 Shares 4,838 Est. Cost $70.33 Unrealized -0.1%
ADC AGREE RLTY CORP 0.3%
Value ($000) $384 Shares 5,255 Est. Cost $70.57 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.3%
Value ($000) $383 Shares 4,265 Est. Cost $61.60 Unrealized +36.5%
XLC SELECT SECTOR SPDR TR 0.3%
Value ($000) $382 Shares 3,524 Est. Cost $99.87 Unrealized
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $374 Shares 2,774 Est. Cost $141.05 Unrealized
FE FIRSTENERGY CORP 0.3%
Value ($000) $370 Shares 9,200 Est. Cost $38.52 Unrealized +4.5%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.3%
Value ($000) $361 Shares 7,776 Est. Cost $25.62 Unrealized +41.3%
TFC TRUIST FINL CORP 0.3%
Value ($000) $358 Shares 8,336 Est. Cost $42.17 Unrealized -9.9%
FE FIRSTENERGY CORP 0.3%
Value ($000) $354 Shares 8,800 Est. Cost $38.52 Unrealized +4.5%
CNXC CONCENTRIX CORP 0.3%
Value ($000) $354 Shares 6,700 Est. Cost $51.56 Unrealized 0.0%
CNXC CONCENTRIX CORP 0.3%
Value ($000) $354 Shares 6,700 Est. Cost $51.56 Unrealized 0.0%
MSM MSC INDL DIRECT INC 0.3%
Value ($000) $349 Shares 4,100 Est. Cost $82.42 Unrealized -4.2%
MSM MSC INDL DIRECT INC 0.3%
Value ($000) $349 Shares 4,100 Est. Cost $82.42 Unrealized -4.2%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $343 Shares 1,162 Est. Cost $217.92 Unrealized +16.5%
AWK AMERICAN WTR WKS CO INC NEW 0.3%
Value ($000) $341 Shares 2,450 Est. Cost $131.37 Unrealized +7.4%
SMG SCOTTS MIRACLE-GRO CO 0.3%
Value ($000) $338 Shares 5,123 Est. Cost $73.74 Unrealized -24.6%
SMG SCOTTS MIRACLE-GRO CO 0.3%
Value ($000) $336 Shares 5,100 Est. Cost $73.74 Unrealized -24.6%
TFC TRUIST FINL CORP 0.3%
Value ($000) $335 Shares 7,800 Est. Cost $42.17 Unrealized -9.9%
DDOG DATADOG INC 0.3%
Value ($000) $334 Shares 2,483 Est. Cost $132.81 Unrealized -16.6%
RIVERNORTH OPPORTUNITIES FD 0.3%
Value ($000) $332 Shares 27,108 Est. Cost $11.81 Unrealized
BP BP PLC 0.3%
Value ($000) $332 Shares 11,100 Est. Cost $29.57 Unrealized
VOYA ASIA PAC HIGH DIV EQT I 0.3%
Value ($000) $330 Shares 46,913 Est. Cost $6.17 Unrealized
KHC KRAFT HEINZ CO 0.3%
Value ($000) $330 Shares 12,782 Est. Cost $28.26 Unrealized -5.7%
HUT HUT 8 CORP 0.3%
Value ($000) $327 Shares 17,590 Est. Cost $14.92 Unrealized 0.0%
WHR WHIRLPOOL CORP 0.3%
Value ($000) $325 Shares 3,200 Est. Cost $105.33 Unrealized -21.0%
CRWD CROWDSTRIKE HLDGS INC 0.3%
Value ($000) $323 Shares 634 Est. Cost $332.51 Unrealized +30.4%
QCOM QUALCOMM INC 0.3%
Value ($000) $323 Shares 2,025 Est. Cost $158.01 Unrealized -8.2%
VOYA EMERGING MKTS HIGH DIVI 0.3%
Value ($000) $322 Shares 54,250 Est. Cost $5.24 Unrealized
BP BP PLC 0.3%
Value ($000) $320 Shares 10,700 Est. Cost $29.57 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.3%
Value ($000) $320 Shares 2,300 Est. Cost $131.37 Unrealized +7.4%
RIVERNORTH DOUBLELINE STRATE 0.3%
Value ($000) $320 Shares 37,421 Est. Cost $8.49 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $318 Shares 4,600 Est. Cost $63.20 Unrealized +10.4%
ABRDN INCOME CREDIT STRATEGI 0.3%
Value ($000) $317 Shares 53,728 Est. Cost $5.92 Unrealized
NEUBERGER BERMAN HIGH YIELD 0.3%
Value ($000) $317 Shares 41,800 Est. Cost $7.64 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $315 Shares 2,200 Est. Cost $146.13 Unrealized -6.2%
EMN EASTMAN CHEM CO 0.3%
Value ($000) $314 Shares 4,200 Est. Cost $75.94 Unrealized 0.0%
EMN EASTMAN CHEM CO 0.3%
Value ($000) $314 Shares 4,200 Est. Cost $75.94 Unrealized 0.0%
GLPI GAMING & LEISURE PPTYS INC 0.3%
Value ($000) $313 Shares 6,700 Est. Cost $48.09 Unrealized
GLPI GAMING & LEISURE PPTYS INC 0.3%
Value ($000) $313 Shares 6,700 Est. Cost $48.09 Unrealized
SWK STANLEY BLACK & DECKER INC 0.3%
Value ($000) $312 Shares 4,600 Est. Cost $62.53 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC 0.3%
Value ($000) $312 Shares 4,600 Est. Cost $62.53 Unrealized 0.0%
HIGHLAND GLOBAL ALLOCATION F 0.3%
Value ($000) $311 Shares 35,689 Est. Cost $7.81 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.2%
Value ($000) $307 Shares 4,364 Est. Cost $54.19 Unrealized -0.5%
RWM PROSHARES TR 0.2%
Value ($000) $300 Shares 15,922 Est. Cost $18.74 Unrealized
JOBY JOBY AVIATION INC 0.2%
Value ($000) $298 Shares 28,264 Est. Cost $6.70 Unrealized +8.0%
WESTERN ASSET HIGH INCOM FD 0.2%
Value ($000) $297 Shares 69,215 Est. Cost $4.19 Unrealized
KD KYNDRYL HLDGS INC 0.2%
Value ($000) $296 Shares 7,048 Est. Cost $37.48 Unrealized -3.5%
XTN SPDR SERIES TRUST 0.2%
Value ($000) $295 Shares 3,665 Est. Cost $86.49 Unrealized
KHC KRAFT HEINZ CO 0.2%
Value ($000) $289 Shares 11,200 Est. Cost $28.26 Unrealized -5.7%
WESTERN ASSET GBL HIGH INC F 0.2%
Value ($000) $288 Shares 43,980 Est. Cost $6.62 Unrealized
VIRTUS CONVERTIBLE & INCOME 0.2%
Value ($000) $287 Shares 20,217 Est. Cost $14.20 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $286 Shares 11,800 Est. Cost $24.35 Unrealized -8.2%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $285 Shares 1,566 Est. Cost $175.23 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $276 Shares 1,942 Est. Cost $108.87 Unrealized 0.0%
PSLV SPROTT PHYSICAL SILVER TR 0.2%
Value ($000) $275 Shares 22,460 Est. Cost $9.77 Unrealized
VOXR VOX ROYALTY CORP 0.2%
Value ($000) $270 Shares 85,300 Est. Cost $2.69 Unrealized +21.4%
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $254 Shares 3,141 Est. Cost $80.97 Unrealized
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $248 Shares 909 Est. Cost $271.56 Unrealized -8.2%
DOCU DOCUSIGN INC 0.2%
Value ($000) $247 Shares 3,170 Est. Cost $79.90 Unrealized +1.2%
ACHR ARCHER AVIATION INC 0.2%
Value ($000) $242 Shares 22,265 Est. Cost $5.56 Unrealized +68.4%
NFLX NETFLIX INC 0.2%
Value ($000) $236 Shares 176 Est. Cost $82.31 Unrealized +37.4%
SMH VANECK ETF TRUST 0.2%
Value ($000) $233 Shares 835 Est. Cost $278.88 Unrealized
DKNG DRAFTKINGS INC NEW 0.2%
Value ($000) $229 Shares 5,344 Est. Cost $39.78 Unrealized -9.9%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $221 Shares 1,624 Est. Cost $58.25 Unrealized +101.4%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $221 Shares 727 Est. Cost $303.93 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $220 Shares 1,620 Est. Cost $125.48 Unrealized +4.1%
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $220 Shares 1,491 Est. Cost $147.52 Unrealized
SHOP SHOPIFY INC 0.2%
Value ($000) $216 Shares 1,875 Est. Cost $100.02 Unrealized 0.0%
SPHQ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $215 Shares 3,020 Est. Cost $67.03 Unrealized
ETR ENTERGY CORP NEW 0.2%
Value ($000) $211 Shares 2,534 Est. Cost $80.44 Unrealized +1.0%
CAG CONAGRA BRANDS INC 0.2%
Value ($000) $209 Shares 10,200 Est. Cost $25.66 Unrealized -12.5%
WCC WESCO INTL INC 0.2%
Value ($000) $203 Shares 1,095 Est. Cost $163.95 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $200 Shares 1,100 Est. Cost $167.37 Unrealized 0.0%
NFGC NEW FOUND GOLD CORP 0.2%
Value ($000) $191 Shares 134,200 Est. Cost $1.96 Unrealized -34.1%
DOC HEALTHPEAK PROPERTIES INC 0.1%
Value ($000) $179 Shares 10,245 Est. Cost $17.00 Unrealized 0.0%
QBTS D-WAVE QUANTUM INC 0.1%
Value ($000) $175 Shares 11,958 Est. Cost $6.72 Unrealized +75.1%
HL HECLA MNG CO 0.1%
Value ($000) $171 Shares 28,600 Est. Cost $5.95 Unrealized -7.4%
SBSW SIBANYE STILLWATER LTD 0.1%
Value ($000) $170 Shares 23,601 Est. Cost $4.14 Unrealized
CINF CINCINNATI FINL CORP 0.1%
Value ($000) $153 Shares 19,300 Est. Cost $140.91 Unrealized 0.0%
WHR WHIRLPOOL CORP 0.1%
Value ($000) $138 Shares 3,200 Est. Cost $105.33 Unrealized -21.0%
TMQ TRILOGY METALS INC NEW 0.1%
Value ($000) $136 Shares 100,500 Est. Cost $0.90 Unrealized +56.4%
PLG PLATINUM GROUP METALS LTD 0.1%
Value ($000) $124 Shares 81,000 Est. Cost $1.60 Unrealized -16.3%
AG FIRST MAJESTIC SILVER CORP 0.1%
Value ($000) $113 Shares 10,000 Est. Cost $6.44 Unrealized +4.4%
XPL SOLITARIO RESOURCES CORP 0.1%
Value ($000) $108 Shares 165,866 Est. Cost $0.64 Unrealized -1.5%
UEC URANIUM ENERGY CORP 0.1%
Value ($000) $92 Shares 13,500 Est. Cost $7.63 Unrealized -26.5%
DNN DENISON MINES CORP 0.0%
Value ($000) $44 Shares 24,100 Est. Cost $1.83 Unrealized -17.3%
CAT CATERPILLAR INC 0.0%
Value ($000) $38 Shares 10,200 Est. Cost $330.84 Unrealized 0.0%
GLDG GOLDMINING INC 0.0%
Value ($000) $31 Shares 43,600 Est. Cost $0.89 Unrealized -13.1%
GROY GOLD ROYALTY CORP 0.0%
Value ($000) $30 Shares 13,576 Est. Cost $1.33 Unrealized +31.5%
OCEANPAL INC 0.0%
Value ($000) $30 Shares 16,254 Est. Cost $1.16 Unrealized
UROY URANIUM RTY CORP 0.0%
Value ($000) $26 Shares 10,400 Est. Cost $2.02 Unrealized 0.0%
BFLY BUTTERFLY NETWORK INC 0.0%
Value ($000) $22 Shares 10,900 Est. Cost $3.58 Unrealized -35.8%
UROY URANIUM RTY CORP 0.0%
Value ($000) $17 Shares 5,000 Est. Cost $2.02 Unrealized 0.0%
DSX DIANA SHIPPING INC 0.0%
Value ($000) $15 Shares 10,173 Est. Cost $2.08 Unrealized -28.8%
DNN DENISON MINES CORP 0.0%
Value ($000) $12 Shares 5,000 Est. Cost $1.83 Unrealized -17.3%
CSCO CISCO SYS INC 0.0%
Value ($000) $9 Shares 11,200 Est. Cost $60.38 Unrealized 0.0%
CTRE CARETRUST REIT INC 0.0%
Value ($000) $7 Shares 10,700 Est. Cost $0.66 Unrealized
CLOUGH GLOBAL EQUITY FD 0.0%
Value ($000) $6 Shares 11,800 Est. Cost $0.52 Unrealized