Legacy Bridge, LLC Diversified Active

CIK: 0001689144 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 12, 2025

Total Value ($000): $240,316 (100.0% shares, 0.0% debt)

Holdings (312)

NVDA NVIDIA CORPORATION 4.8%
Value ($000) $11,501 Shares 61,642 Est. Cost $96.76 Unrealized +80.1%
PLTR PALANTIR TECHNOLOGIES INC 4.5%
Value ($000) $10,695 Shares 58,627 Est. Cost $25.55 Unrealized +534.3%
AVGO BROADCOM INC 4.1%
Value ($000) $9,785 Shares 29,661 Est. Cost $149.78 Unrealized +104.1%
GEV GE VERNOVA INC 2.9%
Value ($000) $7,058 Shares 11,478 Est. Cost $249.15 Unrealized +143.0%
STRL STERLING INFRASTRUCTURE INC 2.6%
Value ($000) $6,203 Shares 18,261 Est. Cost $76.02 Unrealized +273.4%
ANET ARISTA NETWORKS INC 2.3%
Value ($000) $5,580 Shares 38,294 Est. Cost $102.78 Unrealized +25.3%
WTBA WEST BANCORPORATION INC 2.2%
Value ($000) $5,169 Shares 254,401 Est. Cost $21.42 Unrealized -8.1%
CLS CELESTICA INC 1.9%
Value ($000) $4,577 Shares 18,575 Est. Cost $51.45 Unrealized +291.9%
MSFT MICROSOFT CORP 1.8%
Value ($000) $4,264 Shares 8,233 Est. Cost $146.38 Unrealized +247.5%
OKLO OKLO INC 1.8%
Value ($000) $4,247 Shares 38,042 Est. Cost $20.88 Unrealized +275.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.6%
Value ($000) $3,845 Shares 7,649 Est. Cost $329.02 Unrealized +47.2%
AMZN AMAZON COM INC 1.6%
Value ($000) $3,817 Shares 17,384 Est. Cost $123.19 Unrealized +83.7%
WMT WALMART INC 1.5%
Value ($000) $3,706 Shares 35,963 Est. Cost $52.44 Unrealized +89.2%
ETN EATON CORP PLC 1.5%
Value ($000) $3,565 Shares 9,526 Est. Cost $96.58 Unrealized +276.1%
CAT CATERPILLAR INC 1.4%
Value ($000) $3,436 Shares 7,202 Est. Cost $145.70 Unrealized +192.0%
LEU CENTRUS ENERGY CORP 1.3%
Value ($000) $3,204 Shares 10,333 Est. Cost $78.33 Unrealized +182.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.3%
Value ($000) $3,081 Shares 11,030 Est. Cost $136.05 Unrealized
JPM JPMORGAN CHASE & CO. 1.2%
Value ($000) $2,884 Shares 9,143 Est. Cost $111.34 Unrealized +165.8%
VRT VERTIV HOLDINGS CO 1.2%
Value ($000) $2,877 Shares 19,073 Est. Cost $65.44 Unrealized +103.7%
LLY ELI LILLY & CO 1.2%
Value ($000) $2,815 Shares 3,690 Est. Cost $393.47 Unrealized +88.6%
AXON AXON ENTERPRISE INC 1.1%
Value ($000) $2,644 Shares 3,684 Est. Cost $255.62 Unrealized +196.8%
JCI JOHNSON CTLS INTL PLC 1.1%
Value ($000) $2,555 Shares 23,242 Est. Cost $41.48 Unrealized +157.6%
PREF PRINCIPAL EXCHANGE TRADED FD 1.0%
Value ($000) $2,476 Shares 129,345 Est. Cost $18.81 Unrealized
COST COSTCO WHSL CORP NEW 1.0%
Value ($000) $2,465 Shares 2,663 Est. Cost $253.30 Unrealized +277.7%
PH PARKER-HANNIFIN CORP 1.0%
Value ($000) $2,404 Shares 3,171 Est. Cost $185.43 Unrealized +296.4%
GOOG ALPHABET INC 1.0%
Value ($000) $2,330 Shares 9,566 Est. Cost $110.70 Unrealized +89.6%
IWO ISHARES TR 1.0%
Value ($000) $2,315 Shares 7,232 Est. Cost $204.73 Unrealized
PANW PALO ALTO NETWORKS INC 1.0%
Value ($000) $2,293 Shares 11,259 Est. Cost $131.72 Unrealized +45.3%
HD HOME DEPOT INC 0.9%
Value ($000) $2,205 Shares 5,442 Est. Cost $178.38 Unrealized +118.2%
IWM ISHARES TR 0.9%
Value ($000) $2,173 Shares 8,979 Est. Cost $154.52 Unrealized
AAPL APPLE INC 0.9%
Value ($000) $2,058 Shares 8,082 Est. Cost $99.49 Unrealized +126.7%
VEA VANGUARD TAX-MANAGED FDS 0.8%
Value ($000) $2,026 Shares 33,811 Est. Cost $43.57 Unrealized
LOW LOWES COS INC 0.8%
Value ($000) $2,005 Shares 7,980 Est. Cost $102.04 Unrealized +139.3%
WSM WILLIAMS SONOMA INC 0.8%
Value ($000) $1,973 Shares 10,096 Est. Cost $86.64 Unrealized +119.7%
NBIS NEBIUS GROUP N.V. 0.8%
Value ($000) $1,960 Shares 17,460 Est. Cost $68.27 Unrealized +1.7%
ASML ASML HOLDING N V 0.8%
Value ($000) $1,952 Shares 2,016 Est. Cost $752.81 Unrealized
TSCO TRACTOR SUPPLY CO 0.8%
Value ($000) $1,868 Shares 32,840 Est. Cost $51.66 Unrealized +13.3%
VXUS VANGUARD STAR FDS 0.8%
Value ($000) $1,863 Shares 25,359 Est. Cost $54.79 Unrealized
DE DEERE & CO 0.8%
Value ($000) $1,837 Shares 4,017 Est. Cost $170.84 Unrealized +186.6%
BK BANK NEW YORK MELLON CORP 0.8%
Value ($000) $1,835 Shares 16,838 Est. Cost $62.03 Unrealized +63.4%
IWR ISHARES TR 0.8%
Value ($000) $1,815 Shares 18,794 Est. Cost $55.88 Unrealized
ISRG INTUITIVE SURGICAL INC 0.8%
Value ($000) $1,804 Shares 4,034 Est. Cost $321.96 Unrealized +49.0%
BLK BLACKROCK INC 0.7%
Value ($000) $1,714 Shares 1,470 Est. Cost $991.05 Unrealized +11.9%
IWN ISHARES TR 0.7%
Value ($000) $1,667 Shares 9,430 Est. Cost $117.68 Unrealized
NFG NATIONAL FUEL GAS CO 0.7%
Value ($000) $1,644 Shares 17,795 Est. Cost $58.47 Unrealized +49.1%
HPE HEWLETT PACKARD ENTERPRISE C 0.7%
Value ($000) $1,629 Shares 66,330 Est. Cost $17.75 Unrealized +23.3%
QCOM QUALCOMM INC 0.7%
Value ($000) $1,620 Shares 9,740 Est. Cost $78.77 Unrealized +99.6%
DLR DIGITAL RLTY TR INC 0.7%
Value ($000) $1,614 Shares 9,335 Est. Cost $122.85 Unrealized +37.3%
NXPI NXP SEMICONDUCTORS N V 0.7%
Value ($000) $1,603 Shares 7,041 Est. Cost $110.82 Unrealized +101.2%
VLO VALERO ENERGY CORP 0.7%
Value ($000) $1,602 Shares 9,412 Est. Cost $65.20 Unrealized +126.7%
NDAQ NASDAQ INC 0.7%
Value ($000) $1,599 Shares 18,080 Est. Cost $67.33 Unrealized +36.8%
TMUS T-MOBILE US INC 0.7%
Value ($000) $1,570 Shares 6,560 Est. Cost $77.60 Unrealized +209.7%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,537 Shares 13,632 Est. Cost $96.62 Unrealized +13.5%
IEMG ISHARES INC 0.6%
Value ($000) $1,518 Shares 23,033 Est. Cost $52.59 Unrealized
VST VISTRA CORP 0.6%
Value ($000) $1,507 Shares 7,690 Est. Cost $148.48 Unrealized +33.1%
IWS ISHARES TR 0.6%
Value ($000) $1,506 Shares 10,781 Est. Cost $81.32 Unrealized
EFA ISHARES TR 0.6%
Value ($000) $1,460 Shares 15,634 Est. Cost $63.28 Unrealized
PWR QUANTA SVCS INC 0.6%
Value ($000) $1,450 Shares 3,498 Est. Cost $321.85 Unrealized +20.7%
SCHM SCHWAB STRATEGIC TR 0.6%
Value ($000) $1,418 Shares 47,846 Est. Cost $34.03 Unrealized
MS MORGAN STANLEY 0.6%
Value ($000) $1,418 Shares 8,918 Est. Cost $46.82 Unrealized +212.8%
META META PLATFORMS INC 0.6%
Value ($000) $1,406 Shares 1,914 Est. Cost $430.97 Unrealized +72.5%
BSX BOSTON SCIENTIFIC CORP 0.6%
Value ($000) $1,369 Shares 14,023 Est. Cost $39.43 Unrealized +162.7%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $1,359 Shares 8,753 Est. Cost $93.52 Unrealized +62.8%
EQIX EQUINIX INC 0.6%
Value ($000) $1,346 Shares 1,719 Est. Cost $678.92 Unrealized +14.0%
AVAV AEROVIRONMENT INC 0.5%
Value ($000) $1,262 Shares 4,007 Est. Cost $192.17 Unrealized +34.6%
FITB FIFTH THIRD BANCORP 0.5%
Value ($000) $1,200 Shares 26,942 Est. Cost $36.56 Unrealized +17.7%
NSIT INSIGHT ENTERPRISES INC 0.5%
Value ($000) $1,181 Shares 10,415 Est. Cost $63.08 Unrealized +106.3%
J JACOBS SOLUTIONS INC 0.5%
Value ($000) $1,169 Shares 7,799 Est. Cost $100.68 Unrealized +42.2%
FCX FREEPORT-MCMORAN INC 0.5%
Value ($000) $1,157 Shares 29,512 Est. Cost $47.74 Unrealized -9.5%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.5%
Value ($000) $1,142 Shares 15,200 Est. Cost $72.63 Unrealized +2.6%
SNOW SNOWFLAKE INC 0.5%
Value ($000) $1,108 Shares 4,913 Est. Cost $170.23 Unrealized +26.1%
NU NU HLDGS LTD 0.5%
Value ($000) $1,099 Shares 68,655 Est. Cost $11.62 Unrealized +20.1%
ESE ESCO TECHNOLOGIES INC 0.5%
Value ($000) $1,083 Shares 5,131 Est. Cost $197.68 Unrealized 0.0%
XBI SPDR SERIES TRUST 0.4%
Value ($000) $1,047 Shares 10,454 Est. Cost $92.74 Unrealized
SYK STRYKER CORPORATION 0.4%
Value ($000) $1,045 Shares 2,826 Est. Cost $174.57 Unrealized +120.3%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $1,044 Shares 2,152 Est. Cost $300.35 Unrealized +54.7%
DHR DANAHER CORPORATION 0.4%
Value ($000) $1,030 Shares 5,193 Est. Cost $116.08 Unrealized +70.9%
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $1,027 Shares 18,963 Est. Cost $40.79 Unrealized
NOW SERVICENOW INC 0.4%
Value ($000) $1,017 Shares 1,105 Est. Cost $165.45 Unrealized +12.9%
TEM TEMPUS AI INC 0.4%
Value ($000) $987 Shares 12,225 Est. Cost $54.03 Unrealized +29.6%
NXT NEXTRACKER INC 0.4%
Value ($000) $982 Shares 13,270 Est. Cost $41.78 Unrealized +54.2%
CELH CELSIUS HLDGS INC 0.4%
Value ($000) $980 Shares 17,052 Est. Cost $52.29 Unrealized 0.0%
CCJ CAMECO CORP 0.4%
Value ($000) $957 Shares 11,408 Est. Cost $50.45 Unrealized +53.4%
ONON ON HLDG AG 0.4%
Value ($000) $938 Shares 22,145 Est. Cost $47.78 Unrealized -0.4%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $915 Shares 12,125 Est. Cost $65.98 Unrealized +9.4%
CTRE CARETRUST REIT INC 0.4%
Value ($000) $899 Shares 25,927 Est. Cost $24.76 Unrealized
IWP ISHARES TR 0.4%
Value ($000) $898 Shares 6,309 Est. Cost $106.68 Unrealized
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $874 Shares 1,098 Est. Cost $180.23 Unrealized +307.7%
JEPI J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $794 Shares 13,897 Est. Cost $63.12 Unrealized
TJX TJX COS INC NEW 0.3%
Value ($000) $784 Shares 5,423 Est. Cost $48.26 Unrealized +174.1%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $774 Shares 1,264 Est. Cost $322.38 Unrealized
HRB BLOCK H & R INC 0.3%
Value ($000) $772 Shares 15,265 Est. Cost $15.63 Unrealized +232.9%
RIO RIO TINTO PLC 0.3%
Value ($000) $771 Shares 11,680 Est. Cost $55.75 Unrealized
INDA ISHARES TR 0.3%
Value ($000) $771 Shares 14,809 Est. Cost $48.71 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $762 Shares 29,908 Est. Cost $22.35 Unrealized +8.0%
UNP UNION PAC CORP 0.3%
Value ($000) $743 Shares 3,145 Est. Cost $153.87 Unrealized +45.0%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $742 Shares 11,883 Est. Cost $38.88 Unrealized +63.1%
VTWO VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $739 Shares 7,552 Est. Cost $89.10 Unrealized
IONQ IONQ INC 0.3%
Value ($000) $710 Shares 11,545 Est. Cost $46.51 Unrealized +1.1%
TM TOYOTA MOTOR CORP 0.3%
Value ($000) $688 Shares 3,598 Est. Cost $251.68 Unrealized
SCHF SCHWAB STRATEGIC TR 0.3%
Value ($000) $684 Shares 29,376 Est. Cost $24.59 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $676 Shares 4,401 Est. Cost $85.39 Unrealized +81.4%
IJH ISHARES TR 0.3%
Value ($000) $670 Shares 10,263 Est. Cost $78.56 Unrealized
SCHA SCHWAB STRATEGIC TR 0.3%
Value ($000) $641 Shares 22,960 Est. Cost $39.15 Unrealized
WDAY WORKDAY INC 0.2%
Value ($000) $585 Shares 2,432 Est. Cost $154.81 Unrealized +49.4%
WK WORKIVA INC 0.2%
Value ($000) $574 Shares 6,664 Est. Cost $70.79 Unrealized +6.1%
GOOGL ALPHABET INC 0.2%
Value ($000) $554 Shares 2,280 Est. Cost $102.64 Unrealized +103.8%
MCD MCDONALDS CORP 0.2%
Value ($000) $553 Shares 1,821 Est. Cost $170.16 Unrealized +77.1%
CME CME GROUP INC 0.2%
Value ($000) $535 Shares 1,979 Est. Cost $153.24 Unrealized +76.1%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $522 Shares 6,229 Est. Cost $38.80 Unrealized +107.4%
IVW ISHARES TR 0.2%
Value ($000) $520 Shares 4,305 Est. Cost $82.92 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $497 Shares 745 Est. Cost $296.74 Unrealized
INTU INTUIT 0.2%
Value ($000) $484 Shares 708 Est. Cost $274.62 Unrealized +162.0%
COP CONOCOPHILLIPS 0.2%
Value ($000) $483 Shares 5,103 Est. Cost $59.82 Unrealized +55.9%
IGSB ISHARES TR 0.2%
Value ($000) $444 Shares 8,382 Est. Cost $54.69 Unrealized
BX BLACKSTONE INC 0.2%
Value ($000) $433 Shares 2,535 Est. Cost $64.29 Unrealized +163.6%
ABT ABBOTT LABS 0.2%
Value ($000) $377 Shares 2,813 Est. Cost $65.89 Unrealized +98.2%
NTRS NORTHERN TR CORP 0.2%
Value ($000) $363 Shares 2,700 Est. Cost $75.32 Unrealized +69.1%
IWF ISHARES TR 0.1%
Value ($000) $351 Shares 750 Est. Cost $151.00 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.1%
Value ($000) $350 Shares 4,697 Est. Cost $77.51 Unrealized -1.6%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $336 Shares 1,925 Est. Cost $116.71 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $335 Shares 500 Est. Cost $384.21 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $321 Shares 268 Est. Cost $70.12 Unrealized +74.1%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $311 Shares 622 Est. Cost $265.85 Unrealized +68.6%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $310 Shares 545 Est. Cost $302.98 Unrealized +89.3%
SGOL ETFS GOLD TR 0.1%
Value ($000) $299 Shares 8,117 Est. Cost $25.65 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $286 Shares 972 Est. Cost $242.49 Unrealized
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $282 Shares 6,585 Est. Cost $42.79 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $277 Shares 1,326 Est. Cost $156.05 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $257 Shares 4,303 Est. Cost $20.30 Unrealized +233.2%
GVAL CAMBRIA ETF TR 0.1%
Value ($000) $246 Shares 8,411 Est. Cost $23.74 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $233 Shares 1,731 Est. Cost $179.99 Unrealized -12.5%
QRVO QORVO INC 0.1%
Value ($000) $232 Shares 2,547 Est. Cost $78.80 Unrealized +13.0%
IJR ISHARES TR 0.1%
Value ($000) $222 Shares 1,871 Est. Cost $81.77 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $222 Shares 8,429 Est. Cost $37.87 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $213 Shares 640 Est. Cost $95.14 Unrealized +232.7%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $212 Shares 1,308 Est. Cost $133.03 Unrealized +21.3%
IXUS ISHARES TR 0.1%
Value ($000) $203 Shares 2,456 Est. Cost $57.88 Unrealized
ALAB ASTERA LABS INC 0.1%
Value ($000) $202 Shares 1,030 Est. Cost $150.12 Unrealized +9.5%
SO SOUTHERN CO 0.1%
Value ($000) $199 Shares 2,095 Est. Cost $51.45 Unrealized +79.2%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $197 Shares 600 Est. Cost $128.33 Unrealized
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $193 Shares 656 Est. Cost $131.78 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $189 Shares 2,113 Est. Cost $97.79 Unrealized
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $185 Shares 6,341 Est. Cost $29.11 Unrealized
IJK ISHARES TR 0.1%
Value ($000) $183 Shares 1,904 Est. Cost $98.40 Unrealized
EWU ISHARES TR 0.1%
Value ($000) $168 Shares 4,000 Est. Cost $29.25 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $167 Shares 349 Est. Cost $479.61 Unrealized
IJJ ISHARES TR 0.1%
Value ($000) $154 Shares 1,185 Est. Cost $110.05 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $153 Shares 5,210 Est. Cost $46.79 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $151 Shares 2,079 Est. Cost $54.77 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $151 Shares 757 Est. Cost $137.92 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $151 Shares 729 Est. Cost $107.76 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $149 Shares 502 Est. Cost $195.06 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $149 Shares 1,435 Est. Cost $75.05 Unrealized +37.5%
ORCL ORACLE CORP 0.1%
Value ($000) $148 Shares 528 Est. Cost $61.22 Unrealized +315.2%
ULTA ULTA BEAUTY INC 0.1%
Value ($000) $145 Shares 265 Est. Cost $276.70 Unrealized +85.2%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $142 Shares 237 Est. Cost $477.36 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $139 Shares 4,364 Est. Cost $31.91 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $138 Shares 822 Est. Cost $98.15 Unrealized +30.2%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $137 Shares 280 Est. Cost $335.79 Unrealized +35.4%
CVS CVS HEALTH CORP 0.1%
Value ($000) $134 Shares 1,775 Est. Cost $59.37 Unrealized +14.2%
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $131 Shares 2,588 Est. Cost $47.49 Unrealized
BIIB BIOGEN INC 0.1%
Value ($000) $123 Shares 880 Est. Cost $219.43 Unrealized -38.4%
NVTS NAVITAS SEMICONDUCTOR CORP 0.0%
Value ($000) $118 Shares 16,300 Est. Cost $5.21 Unrealized +28.4%
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $112 Shares 4,600 Est. Cost $37.34 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $111 Shares 1,552 Est. Cost $49.05 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $107 Shares 1,284 Est. Cost $86.12 Unrealized +2.3%
STIP ISHARES TR 0.0%
Value ($000) $106 Shares 1,030 Est. Cost $100.91 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $103 Shares 375 Est. Cost $176.33 Unrealized +53.3%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $101 Shares 541 Est. Cost $183.48 Unrealized
CASY CASEYS GEN STORES INC 0.0%
Value ($000) $97 Shares 171 Est. Cost $188.50 Unrealized +176.9%
MPC MARATHON PETE CORP 0.0%
Value ($000) $90 Shares 465 Est. Cost $72.27 Unrealized +141.4%
DEO DIAGEO PLC 0.0%
Value ($000) $89 Shares 935 Est. Cost $145.84 Unrealized
DGS WISDOMTREE TR 0.0%
Value ($000) $86 Shares 1,500 Est. Cost $47.66 Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.0%
Value ($000) $86 Shares 2,165 Est. Cost $53.96 Unrealized -20.2%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $80 Shares 1,485 Est. Cost $29.44 Unrealized
UDN INVESCO DB US DLR INDEX TR 0.0%
Value ($000) $80 Shares 4,250 Est. Cost $18.91 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $79 Shares 470 Est. Cost $69.88 Unrealized +154.3%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $77 Shares 2,460 Est. Cost $19.94 Unrealized +54.6%
DEM WISDOMTREE TR 0.0%
Value ($000) $74 Shares 1,600 Est. Cost $45.68 Unrealized
ISHARES TR 0.0%
Value ($000) $73 Shares 2,906 Est. Cost $24.80 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $71 Shares 1,046 Est. Cost $52.52 Unrealized +37.4%
TOTALENERGIES SE 0.0%
Value ($000) $66 Shares 1,099 Est. Cost $62.51 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $66 Shares 1,450 Est. Cost $46.32 Unrealized
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $63 Shares 1,351 Est. Cost $46.81 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $63 Shares 179 Est. Cost $375.44 Unrealized -4.4%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $58 Shares 25 Est. Cost $1737.07 Unrealized +38.2%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $57 Shares 267 Est. Cost $140.32 Unrealized +55.2%
EWJ ISHARES INC 0.0%
Value ($000) $56 Shares 700 Est. Cost $55.93 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value ($000) $52 Shares 909 Est. Cost $37.25 Unrealized +57.6%
GUNR FLEXSHARES TR 0.0%
Value ($000) $52 Shares 1,182 Est. Cost $29.61 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $51 Shares 710 Est. Cost $49.87 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $50 Shares 1,199 Est. Cost $23.48 Unrealized +70.8%
EMR EMERSON ELEC CO 0.0%
Value ($000) $50 Shares 380 Est. Cost $65.01 Unrealized +108.4%
DVY ISHARES TR 0.0%
Value ($000) $50 Shares 350 Est. Cost $88.57 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $49 Shares 469 Est. Cost $90.41 Unrealized +21.7%
FXE INVESCO CURRENCYSHARES EURO 0.0%
Value ($000) $49 Shares 450 Est. Cost $108.79 Unrealized
IBDT ISHARES TR 0.0%
Value ($000) $48 Shares 1,900 Est. Cost $25.09 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $47 Shares 570 Est. Cost $37.23 Unrealized +111.2%
MP MP MATERIALS CORP 0.0%
Value ($000) $47 Shares 700 Est. Cost $27.13 Unrealized +131.9%
APP APPLOVIN CORP 0.0%
Value ($000) $47 Shares 65 Est. Cost $324.21 Unrealized +42.2%
MAS MASCO CORP 0.0%
Value ($000) $46 Shares 650 Est. Cost $39.55 Unrealized +76.7%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $44 Shares 305 Est. Cost $64.09 Unrealized +70.2%
INV INNVENTURE INC 0.0%
Value ($000) $43 Shares 7,489 Est. Cost $11.61 Unrealized -56.0%
TSLA TESLA INC 0.0%
Value ($000) $43 Shares 97 Est. Cost $317.91 Unrealized +9.1%
SHEL SHELL PLC 0.0%
Value ($000) $43 Shares 600 Est. Cost $55.00 Unrealized
IBDS ISHARES TR 0.0%
Value ($000) $41 Shares 1,693 Est. Cost $24.23 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $39 Shares 250 Est. Cost $103.33 Unrealized
IBDR ISHARES TR 0.0%
Value ($000) $38 Shares 1,567 Est. Cost $24.03 Unrealized
ILF ISHARES TR 0.0%
Value ($000) $38 Shares 1,298 Est. Cost $22.07 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $37 Shares 292 Est. Cost $86.16 Unrealized
GSIE GOLDMAN SACHS ETF TR 0.0%
Value ($000) $36 Shares 883 Est. Cost $33.98 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $36 Shares 1,530 Est. Cost $38.14 Unrealized
COR CENCORA INC 0.0%
Value ($000) $34 Shares 110 Est. Cost $74.64 Unrealized +293.2%
IJT ISHARES TR 0.0%
Value ($000) $33 Shares 236 Est. Cost $131.23 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $33 Shares 1,055 Est. Cost $38.62 Unrealized -14.1%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $32 Shares 300 Est. Cost $88.01 Unrealized +14.2%
NET CLOUDFLARE INC 0.0%
Value ($000) $32 Shares 150 Est. Cost $145.18 Unrealized +40.6%
CGW INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $32 Shares 500 Est. Cost $54.20 Unrealized
DAR DARLING INGREDIENTS INC 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $20.27 Unrealized +64.7%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $30 Shares 800 Est. Cost $14.08 Unrealized +214.9%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $29 Shares 150 Est. Cost $141.10 Unrealized +35.5%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $29 Shares 442 Est. Cost $51.33 Unrealized +24.7%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $28 Shares 313 Est. Cost $38.54 Unrealized +132.7%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $28 Shares 180 Est. Cost $92.36 Unrealized +66.3%
JEF JEFFERIES FINL GROUP INC 0.0%
Value ($000) $28 Shares 431 Est. Cost $15.84 Unrealized +278.1%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $27 Shares 111 Est. Cost $65.34 Unrealized +254.6%
EFV ISHARES TR 0.0%
Value ($000) $27 Shares 400 Est. Cost $45.43 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $27 Shares 215 Est. Cost $123.58 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $25 Shares 295 Est. Cost $71.00 Unrealized +24.7%
SYY SYSCO CORP 0.0%
Value ($000) $24 Shares 295 Est. Cost $59.65 Unrealized +32.2%
FDX FEDEX CORP 0.0%
Value ($000) $24 Shares 100 Est. Cost $182.23 Unrealized +25.3%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $23 Shares 255 Est. Cost $74.23 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $22 Shares 244 Est. Cost $90.78 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $21 Shares 100 Est. Cost $192.71 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $20 Shares 140 Est. Cost $92.86 Unrealized
IGF ISHARES TR 0.0%
Value ($000) $19 Shares 317 Est. Cost $47.32 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $19 Shares 107 Est. Cost $76.28 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $19 Shares 54 Est. Cost $295.92 Unrealized +16.3%
PSTG PURE STORAGE INC 0.0%
Value ($000) $19 Shares 225 Est. Cost $44.65 Unrealized +48.9%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $18 Shares 132 Est. Cost $99.17 Unrealized
USRT ISHARES TR 0.0%
Value ($000) $16 Shares 279 Est. Cost $56.36 Unrealized
DOW DOW INC 0.0%
Value ($000) $16 Shares 711 Est. Cost $36.26 Unrealized -32.9%
WSO WATSCO INC 0.0%
Value ($000) $16 Shares 40 Est. Cost $168.85 Unrealized +153.2%
DDOG DATADOG INC 0.0%
Value ($000) $16 Shares 112 Est. Cost $127.78 Unrealized +7.8%
CUT INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $16 Shares 539 Est. Cost $24.12 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value ($000) $16 Shares 17 Est. Cost $405.98 Unrealized -22.7%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $15 Shares 180 Est. Cost $68.06 Unrealized +8.0%
IDEV ISHARES TR 0.0%
Value ($000) $15 Shares 187 Est. Cost $80.17 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $15 Shares 245 Est. Cost $63.12 Unrealized -7.6%
VEEV VEEVA SYS INC 0.0%
Value ($000) $15 Shares 50 Est. Cost $215.79 Unrealized +30.4%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $15 Shares 440 Est. Cost $22.97 Unrealized
MDB MONGODB INC 0.0%
Value ($000) $15 Shares 47 Est. Cost $264.59 Unrealized -2.8%
SHOP SHOPIFY INC 0.0%
Value ($000) $15 Shares 98 Est. Cost $79.00 Unrealized +71.6%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $101.32 Unrealized +27.5%
MKL MARKEL GROUP INC 0.0%
Value ($000) $13 Shares 7 Est. Cost $1143.50 Unrealized +71.4%
RBRK RUBRIK INC. 0.0%
Value ($000) $13 Shares 160 Est. Cost $79.05 Unrealized +8.7%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $12 Shares 60 Est. Cost $136.98 Unrealized +20.6%
MCO MOODYS CORP 0.0%
Value ($000) $12 Shares 25 Est. Cost $231.38 Unrealized +117.2%
XPO XPO INC 0.0%
Value ($000) $12 Shares 90 Est. Cost $81.49 Unrealized +59.3%
VMC VULCAN MATLS CO 0.0%
Value ($000) $11 Shares 35 Est. Cost $187.39 Unrealized +51.2%
BAC BANK AMERICA CORP 0.0%
Value ($000) $9 Shares 181 Est. Cost $30.52 Unrealized +58.4%
EZU ISHARES INC 0.0%
Value ($000) $9 Shares 147 Est. Cost $60.63 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $8 Shares 300 Est. Cost $35.21 Unrealized
EOSE EOS ENERGY ENTERPRISES INC 0.0%
Value ($000) $8 Shares 700 Est. Cost $6.84 Unrealized 0.0%
CFLT CONFLUENT INC 0.0%
Value ($000) $8 Shares 400 Est. Cost $28.23 Unrealized -25.9%
EQT EQT CORP 0.0%
Value ($000) $8 Shares 145 Est. Cost $39.37 Unrealized +33.6%
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.0%
Value ($000) $7 Shares 200 Est. Cost $21.89 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $6 Shares 81 Est. Cost $74.07 Unrealized
POST POST HLDGS INC 0.0%
Value ($000) $6 Shares 58 Est. Cost $64.99 Unrealized +65.1%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $6 Shares 17 Est. Cost $330.23 Unrealized -9.5%
EEM ISHARES TR 0.0%
Value ($000) $5 Shares 100 Est. Cost $41.82 Unrealized
RKT ROCKET COS INC 0.0%
Value ($000) $5 Shares 275 Est. Cost $17.44 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $5 Shares 64 Est. Cost $59.11 Unrealized +43.2%
IWD ISHARES TR 0.0%
Value ($000) $5 Shares 25 Est. Cost $181.60 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 Shares 37 Est. Cost $85.68 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $4 Shares 125 Est. Cost $45.78 Unrealized -25.0%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.00 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.00 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $3 Shares 17 Est. Cost $184.05 Unrealized -1.8%
CCI CROWN CASTLE INC 0.0%
Value ($000) $3 Shares 35 Est. Cost $150.03 Unrealized -33.9%
COMP COMPASS INC 0.0%
Value ($000) $3 Shares 400 Est. Cost $6.33 Unrealized +27.9%
TIP ISHARES TR 0.0%
Value ($000) $3 Shares 28 Est. Cost $109.59 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $3 Shares 11 Est. Cost $242.17 Unrealized +18.3%
SHAK SHAKE SHACK INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $122.51 Unrealized -6.2%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $3 Shares 55 Est. Cost $39.41 Unrealized +11.2%
FMAT FIDELITY COVINGTON TRUST 0.0%
Value ($000) $3 Shares 50 Est. Cost $20.00 Unrealized
APH AMPHENOL CORP NEW 0.0%
Value ($000) $3 Shares 21 Est. Cost $107.41 Unrealized +1.8%
JNK SPDR SERIES TRUST 0.0%
Value ($000) $3 Shares 26 Est. Cost $95.23 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $3 Shares 25 Est. Cost $98.81 Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $2 Shares 20 Est. Cost $98.10 Unrealized -0.4%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $2 Shares 8 Est. Cost $262.46 Unrealized +7.3%
KWEB KRANESHARES TRUST 0.0%
Value ($000) $2 Shares 50 Est. Cost $42.02 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $173.17 Unrealized -9.6%
RKLB ROCKET LAB CORP 0.0%
Value ($000) $2 Shares 35 Est. Cost $45.36 Unrealized 0.0%
IVES WEDBUSH SER TR 0.0%
Value ($000) $2 Shares 50 Est. Cost $27.12 Unrealized
ASTS AST SPACEMOBILE INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $48.19 Unrealized 0.0%
V VISA INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $346.99 Unrealized -0.5%
RTX RTX CORPORATION 0.0%
Value ($000) $1 Shares 8 Est. Cost $151.46 Unrealized +1.9%
PEP PEPSICO INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $137.30 Unrealized +2.3%
GE GE AEROSPACE 0.0%
Value ($000) $1 Shares 4 Est. Cost $245.64 Unrealized +11.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $90.72 Unrealized +3.1%
ABBV ABBVIE INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $182.67 Unrealized +10.6%
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1 Shares 15 Est. Cost $54.40 Unrealized
ETH GRAYSCALE ETHEREUM MINI TR E 0.0%
Value ($000) $1 Shares 20 Est. Cost $17.25 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $452.31 Unrealized +4.0%
IGV ISHARES TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $109.50 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $0 Shares 4 Est. Cost $102.81 Unrealized +13.8%
HON HONEYWELL INTL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $199.66 Unrealized +3.7%
KO COCA COLA CO 0.0%
Value ($000) $0 Shares 6 Est. Cost $69.79 Unrealized -2.7%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $83.15 Unrealized +13.7%
T AT&T INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $26.96 Unrealized +4.1%