NVWM, LLC Diversified Active

CIK: 0001697274 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 7, 2024

Total Value ($000): $364,261 (100.0% shares, 0.0% debt)

Holdings (614)

MSFT MICROSOFT CORP COM 4.3%
Value ($000) $15,706 Shares 37,332 Est. Cost $103.99 Unrealized +283.9%
AMZN AMAZON COM INC COM 3.7%
Value ($000) $13,374 Shares 74,144 Est. Cost $122.75 Unrealized +36.0%
AAPL APPLE INC COM 3.0%
Value ($000) $10,869 Shares 63,385 Est. Cost $112.65 Unrealized +60.0%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 2.7%
Value ($000) $9,867 Shares 104,236 Est. Cost $96.70 Unrealized
GOOGL ALPHABET INC CAP STK CL A 2.7%
Value ($000) $9,819 Shares 65,054 Est. Cost $109.27 Unrealized +29.9%
VUSB VANGUARD ULTRA-SHORT BOND ETF 2.1%
Value ($000) $7,649 Shares 154,366 Est. Cost $49.74 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 1.9%
Value ($000) $7,100 Shares 75,041 Est. Cost $101.41 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 1.8%
Value ($000) $6,474 Shares 59,442 Est. Cost $108.68 Unrealized
META META PLATFORMS INC CL A 1.7%
Value ($000) $6,242 Shares 12,855 Est. Cost $215.77 Unrealized +105.4%
NVDA NVIDIA CORPORATION COM 1.6%
Value ($000) $5,912 Shares 6,543 Est. Cost $16.08 Unrealized +350.6%
GLD SPDR GOLD SHARES 1.5%
Value ($000) $5,388 Shares 26,192 Est. Cost $174.27 Unrealized
USFR WISDOMTREE FLOATING RATE TREASURY FUND 1.4%
Value ($000) $5,255 Shares 104,490 Est. Cost $50.28 Unrealized
EFA ISHARES MSCI EAFE ETF 1.3%
Value ($000) $4,648 Shares 58,203 Est. Cost $73.12 Unrealized
JPM JPMORGAN CHASE & CO COM 1.1%
Value ($000) $4,161 Shares 20,776 Est. Cost $94.06 Unrealized +84.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.1%
Value ($000) $4,093 Shares 9,733 Est. Cost $272.02 Unrealized +44.6%
LLY ELI LILLY & CO COM 1.1%
Value ($000) $4,088 Shares 5,254 Est. Cost $198.65 Unrealized +253.6%
AXP AMERICAN EXPRESS CO COM 1.1%
Value ($000) $3,937 Shares 17,292 Est. Cost $129.90 Unrealized +56.2%
V VISA INC COM CL A 1.1%
Value ($000) $3,929 Shares 14,077 Est. Cost $143.14 Unrealized +90.3%
NFLX NETFLIX INC COM 1.1%
Value ($000) $3,870 Shares 6,372 Est. Cost $37.10 Unrealized +52.0%
AMD ADVANCED MICRO DEVICES INC COM 1.1%
Value ($000) $3,830 Shares 21,220 Est. Cost $73.17 Unrealized +138.9%
VTI VANGUARD TOTAL STOCK MARKET ETF 1.0%
Value ($000) $3,795 Shares 14,603 Est. Cost $207.87 Unrealized
IAU ISHARES GOLD TRUST 1.0%
Value ($000) $3,733 Shares 88,864 Est. Cost $35.26 Unrealized
AMAT APPLIED MATLS INC COM 1.0%
Value ($000) $3,622 Shares 17,563 Est. Cost $57.22 Unrealized +215.3%
SPY SPDR S&P 500 ETF TRUST 1.0%
Value ($000) $3,584 Shares 6,852 Est. Cost $361.77 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 1.0%
Value ($000) $3,557 Shares 39,670 Est. Cost $85.79 Unrealized
ARISTA NETWORKS INC COM 1.0%
Value ($000) $3,552 Shares 12,248 Est. Cost $167.19 Unrealized
DIS DISNEY WALT CO COM 1.0%
Value ($000) $3,535 Shares 28,891 Est. Cost $111.74 Unrealized -8.4%
CRM SALESFORCE INC COM 0.9%
Value ($000) $3,406 Shares 11,474 Est. Cost $180.34 Unrealized +58.1%
MA MASTERCARD INCORPORATED CL A 0.9%
Value ($000) $3,238 Shares 6,723 Est. Cost $307.15 Unrealized +47.4%
DJP IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN 0.9%
Value ($000) $3,126 Shares 100,525 Est. Cost $30.96 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.8%
Value ($000) $3,023 Shares 35,951 Est. Cost $70.06 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.8%
Value ($000) $2,959 Shares 10,414 Est. Cost $124.25 Unrealized +27.0%
MRVL MARVELL TECHNOLOGY INC COM 0.8%
Value ($000) $2,908 Shares 41,028 Est. Cost $58.37 Unrealized +16.6%
HD HOME DEPOT INC COM 0.8%
Value ($000) $2,845 Shares 7,416 Est. Cost $187.52 Unrealized +85.9%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.8%
Value ($000) $2,769 Shares 18,746 Est. Cost $113.39 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.8%
Value ($000) $2,747 Shares 7,924 Est. Cost $230.19 Unrealized +54.1%
DELL DELL TECHNOLOGIES INC CL C 0.7%
Value ($000) $2,645 Shares 23,176 Est. Cost $90.57 Unrealized 0.0%
COST COSTCO WHSL CORP NEW COM 0.7%
Value ($000) $2,636 Shares 3,597 Est. Cost $329.58 Unrealized +114.4%
BND VANGUARD TOTAL BOND MARKET ETF 0.7%
Value ($000) $2,583 Shares 35,563 Est. Cost $72.62 Unrealized
ZTS ZOETIS INC CL A 0.7%
Value ($000) $2,524 Shares 14,917 Est. Cost $92.36 Unrealized +98.5%
SLB SCHLUMBERGER LTD COM STK 0.7%
Value ($000) $2,474 Shares 44,910 Est. Cost $33.42 Unrealized +43.1%
SON SONOCO PRODS CO COM 0.7%
Value ($000) $2,394 Shares 41,392 Est. Cost $38.87 Unrealized +35.1%
AMLP ALERIAN MLP ETF 0.7%
Value ($000) $2,375 Shares 50,050 Est. Cost $38.56 Unrealized
SBUX STARBUCKS CORP COM 0.6%
Value ($000) $2,321 Shares 25,395 Est. Cost $82.75 Unrealized +7.1%
WMT WALMART INC COM 0.6%
Value ($000) $2,303 Shares 38,274 Est. Cost $48.72 Unrealized +15.0%
JPST JPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHORT INCOME FUND 0.6%
Value ($000) $2,178 Shares 43,169 Est. Cost $50.34 Unrealized
OILK PROSHARES K-1 FREE CRUDE OIL STRATEGY ETF 0.6%
Value ($000) $2,165 Shares 45,353 Est. Cost $47.74 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.6%
Value ($000) $2,117 Shares 27,496 Est. Cost $35.06 Unrealized +104.7%
UNP UNION PAC CORP COM 0.6%
Value ($000) $2,116 Shares 8,560 Est. Cost $153.20 Unrealized +53.8%
AVGO BROADCOM INC COM 0.6%
Value ($000) $2,070 Shares 1,556 Est. Cost $58.02 Unrealized +108.9%
CRWD CROWDSTRIKE HLDGS INC CL A 0.6%
Value ($000) $2,067 Shares 6,449 Est. Cost $125.14 Unrealized +144.7%
MDT MEDTRONIC PLC SHS 0.6%
Value ($000) $2,058 Shares 23,427 Est. Cost $81.60 Unrealized -1.2%
UNH UNITEDHEALTH GROUP INC COM 0.5%
Value ($000) $1,955 Shares 3,952 Est. Cost $343.87 Unrealized +42.2%
ABBV ABBVIE INC COM 0.5%
Value ($000) $1,930 Shares 10,597 Est. Cost $86.46 Unrealized +87.4%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.5%
Value ($000) $1,856 Shares 22,701 Est. Cost $84.22 Unrealized
TSLA TESLA INC COM 0.5%
Value ($000) $1,843 Shares 10,484 Est. Cost $248.19 Unrealized -21.3%
BAC BANK AMERICA CORP COM 0.5%
Value ($000) $1,836 Shares 48,120 Est. Cost $31.46 Unrealized +4.3%
ABT ABBOTT LABS COM 0.5%
Value ($000) $1,833 Shares 16,123 Est. Cost $87.17 Unrealized +27.1%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.5%
Value ($000) $1,811 Shares 30,026 Est. Cost $60.44 Unrealized
WM WASTE MGMT INC DEL COM 0.5%
Value ($000) $1,794 Shares 8,417 Est. Cost $90.93 Unrealized +110.1%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.5%
Value ($000) $1,769 Shares 44,433 Est. Cost $27.26 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.5%
Value ($000) $1,733 Shares 2,980 Est. Cost $354.91 Unrealized +57.1%
WFC WELLS FARGO CO NEW COM 0.5%
Value ($000) $1,711 Shares 29,522 Est. Cost $34.04 Unrealized +47.3%
MELI MERCADOLIBRE INC COM 0.5%
Value ($000) $1,705 Shares 1,128 Est. Cost $1328.85 Unrealized +23.2%
LAM RESEARCH CORP COM 0.5%
Value ($000) $1,662 Shares 1,707 Est. Cost $398.56 Unrealized
MCD MCDONALDS CORP COM 0.4%
Value ($000) $1,571 Shares 5,573 Est. Cost $170.63 Unrealized +62.9%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.4%
Value ($000) $1,560 Shares 1,607 Est. Cost $559.87 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.4%
Value ($000) $1,549 Shares 11,739 Est. Cost $111.45 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.4%
Value ($000) $1,529 Shares 4,911 Est. Cost $135.76 Unrealized +117.9%
NOW SERVICENOW INC COM 0.4%
Value ($000) $1,471 Shares 1,929 Est. Cost $49.91 Unrealized +203.5%
SNPS SYNOPSYS INC COM 0.4%
Value ($000) $1,469 Shares 2,570 Est. Cost $188.30 Unrealized +192.3%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $1,468 Shares 9,048 Est. Cost $118.14 Unrealized +26.9%
ADBE ADOBE INC COM 0.4%
Value ($000) $1,449 Shares 2,872 Est. Cost $309.59 Unrealized +85.1%
CMCSA COMCAST CORP NEW CL A 0.4%
Value ($000) $1,414 Shares 32,614 Est. Cost $34.41 Unrealized +18.1%
PEP PEPSICO INC COM 0.4%
Value ($000) $1,414 Shares 8,021 Est. Cost $121.55 Unrealized +29.4%
OXY OCCIDENTAL PETE CORP COM 0.4%
Value ($000) $1,402 Shares 21,506 Est. Cost $61.54 Unrealized -6.4%
KLAC KLA CORP COM NEW 0.4%
Value ($000) $1,392 Shares 1,993 Est. Cost $384.23 Unrealized +64.5%
IWM ISHARES RUSSELL 2000 ETF 0.4%
Value ($000) $1,388 Shares 6,600 Est. Cost $202.73 Unrealized
VRSK VERISK ANALYTICS INC COM 0.4%
Value ($000) $1,367 Shares 5,790 Est. Cost $188.28 Unrealized +26.0%
INTU INTUIT COM 0.4%
Value ($000) $1,346 Shares 2,071 Est. Cost $407.98 Unrealized +54.7%
PSX PHILLIPS 66 COM 0.4%
Value ($000) $1,337 Shares 8,183 Est. Cost $77.41 Unrealized +74.4%
MS MORGAN STANLEY COM NEW 0.4%
Value ($000) $1,313 Shares 13,948 Est. Cost $75.54 Unrealized +10.2%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.4%
Value ($000) $1,307 Shares 16,007 Est. Cost $80.84 Unrealized
DHR DANAHER CORPORATION COM 0.4%
Value ($000) $1,291 Shares 5,170 Est. Cost $118.73 Unrealized +103.4%
IT GARTNER INC COM 0.3%
Value ($000) $1,268 Shares 2,661 Est. Cost $320.81 Unrealized +43.5%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $1,259 Shares 19,700 Est. Cost $65.31 Unrealized -15.2%
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $1,246 Shares 6,070 Est. Cost $141.12 Unrealized +28.1%
MU MICRON TECHNOLOGY INC COM 0.3%
Value ($000) $1,231 Shares 10,435 Est. Cost $89.83 Unrealized 0.0%
CLH CLEAN HARBORS INC COM 0.3%
Value ($000) $1,223 Shares 6,073 Est. Cost $118.34 Unrealized +51.9%
CALF PACER US SMALL CAP CASH COWS 100 ETF 0.3%
Value ($000) $1,220 Shares 24,815 Est. Cost $49.08 Unrealized
CSCO CISCO SYS INC COM 0.3%
Value ($000) $1,220 Shares 24,434 Est. Cost $48.54 Unrealized -2.7%
MRK MERCK & CO INC COM 0.3%
Value ($000) $1,194 Shares 8,997 Est. Cost $82.29 Unrealized +40.7%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.3%
Value ($000) $1,189 Shares 7,019 Est. Cost $140.46 Unrealized
TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF 0.3%
Value ($000) $1,182 Shares 39,109 Est. Cost $27.63 Unrealized
SUPER MICRO COMPUTER INC COM 0.3%
Value ($000) $1,182 Shares 1,170 Est. Cost $283.70 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.3%
Value ($000) $1,165 Shares 12,041 Est. Cost $74.06 Unrealized +19.4%
LULU LULULEMON ATHLETICA INC COM 0.3%
Value ($000) $1,116 Shares 2,856 Est. Cost $334.77 Unrealized +38.1%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.3%
Value ($000) $1,116 Shares 4,227 Est. Cost $234.88 Unrealized 0.0%
INDA ISHARES MSCI INDIA ETF 0.3%
Value ($000) $1,102 Shares 21,353 Est. Cost $48.23 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $1,098 Shares 5,270 Est. Cost $107.79 Unrealized
NKE NIKE INC CL B 0.3%
Value ($000) $1,091 Shares 11,568 Est. Cost $90.42 Unrealized +8.2%
NXPI NXP SEMICONDUCTORS N V COM 0.3%
Value ($000) $1,088 Shares 4,374 Est. Cost $111.01 Unrealized +100.9%
MLM MARTIN MARIETTA MATLS INC COM 0.3%
Value ($000) $1,074 Shares 1,750 Est. Cost $347.04 Unrealized +55.6%
QEFA SPDR MSCI EAFE STRATEGICFACTORS ETF 0.3%
Value ($000) $1,071 Shares 14,080 Est. Cost $69.87 Unrealized
STLA STELLANTIS N.V SHS 0.3%
Value ($000) $1,070 Shares 37,646 Est. Cost $23.35 Unrealized
TDG TRANSDIGM GROUP INC COM 0.3%
Value ($000) $1,063 Shares 863 Est. Cost $749.90 Unrealized +33.0%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $1,054 Shares 6,666 Est. Cost $117.77 Unrealized +27.6%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.3%
Value ($000) $1,042 Shares 15,469 Est. Cost $47.38 Unrealized +21.6%
DE DEERE & CO COM 0.3%
Value ($000) $1,038 Shares 2,528 Est. Cost $347.37 Unrealized +7.2%
SNDX SYNDAX PHARMACEUTICALS INC COM 0.3%
Value ($000) $1,022 Shares 42,962 Est. Cost $22.30 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC COM 0.3%
Value ($000) $1,014 Shares 2,425 Est. Cost $306.79 Unrealized +37.8%
AJG GALLAGHER ARTHUR J & CO COM 0.3%
Value ($000) $1,009 Shares 4,036 Est. Cost $228.55 Unrealized +3.4%
TJX TJX COS INC NEW COM 0.3%
Value ($000) $999 Shares 9,848 Est. Cost $53.01 Unrealized +78.5%
CAT CATERPILLAR INC COM 0.3%
Value ($000) $996 Shares 2,717 Est. Cost $203.05 Unrealized +53.2%
XLG INVESCO S&P 500 TOP 50 ETF 0.3%
Value ($000) $982 Shares 23,312 Est. Cost $63.24 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.3%
Value ($000) $980 Shares 19,932 Est. Cost $49.19 Unrealized
MRNA MODERNA INC COM 0.3%
Value ($000) $978 Shares 9,176 Est. Cost $119.91 Unrealized -15.9%
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.3%
Value ($000) $970 Shares 8,943 Est. Cost $87.98 Unrealized
HUBS HUBSPOT INC COM 0.3%
Value ($000) $968 Shares 1,545 Est. Cost $501.90 Unrealized +19.7%
IDXX IDEXX LABS INC COM 0.3%
Value ($000) $961 Shares 1,780 Est. Cost $272.47 Unrealized +100.6%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.3%
Value ($000) $958 Shares 16,643 Est. Cost $56.61 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.3%
Value ($000) $958 Shares 2,400 Est. Cost $377.87 Unrealized 0.0%
ADI ANALOG DEVICES INC COM 0.3%
Value ($000) $954 Shares 4,825 Est. Cost $172.12 Unrealized +8.2%
REGN REGENERON PHARMACEUTICALS COM 0.3%
Value ($000) $942 Shares 979 Est. Cost $829.83 Unrealized +14.0%
PH PARKER-HANNIFIN CORP COM 0.3%
Value ($000) $939 Shares 1,690 Est. Cost $396.64 Unrealized +25.7%
RACE FERRARI N V COM 0.3%
Value ($000) $937 Shares 2,147 Est. Cost $259.86 Unrealized +49.1%
WDAY WORKDAY INC CL A 0.3%
Value ($000) $932 Shares 3,418 Est. Cost $232.55 Unrealized +22.4%
XYL XYLEM INC COM 0.3%
Value ($000) $931 Shares 7,207 Est. Cost $99.67 Unrealized +18.7%
KEY KEYCORP COM 0.3%
Value ($000) $929 Shares 58,773 Est. Cost $13.16 Unrealized 0.0%
EMR EMERSON ELEC CO COM 0.3%
Value ($000) $923 Shares 8,136 Est. Cost $88.09 Unrealized +12.8%
LNG CHENIERE ENERGY INC COM NEW 0.3%
Value ($000) $919 Shares 5,695 Est. Cost $128.21 Unrealized +25.4%
DDOG DATADOG INC CL A COM 0.3%
Value ($000) $911 Shares 7,369 Est. Cost $122.00 Unrealized +3.0%
XLE ENERGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $909 Shares 9,623 Est. Cost $88.14 Unrealized
PWR QUANTA SVCS INC COM 0.2%
Value ($000) $906 Shares 3,486 Est. Cost $154.85 Unrealized +42.5%
SHEL SHELL PLC SPON ADS 0.2%
Value ($000) $862 Shares 12,853 Est. Cost $52.98 Unrealized
DT DYNATRACE INC COM NEW 0.2%
Value ($000) $860 Shares 18,514 Est. Cost $48.33 Unrealized +7.8%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.2%
Value ($000) $851 Shares 8,693 Est. Cost $98.07 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME FUND JPMORGAN EQUITY PREMIUM INCOME FUND 0.2%
Value ($000) $842 Shares 14,548 Est. Cost $55.45 Unrealized
ATI ATI INC COM 0.2%
Value ($000) $828 Shares 16,177 Est. Cost $38.42 Unrealized +17.7%
MPWR MONOLITHIC PWR SYS INC COM 0.2%
Value ($000) $809 Shares 1,192 Est. Cost $491.52 Unrealized +33.8%
GWW GRAINGER W W INC COM 0.2%
Value ($000) $809 Shares 795 Est. Cost $618.52 Unrealized +48.3%
VMC VULCAN MATLS CO COM 0.2%
Value ($000) $806 Shares 2,954 Est. Cost $173.63 Unrealized +40.0%
CVS CVS HEALTH CORP COM 0.2%
Value ($000) $804 Shares 10,076 Est. Cost $70.82 Unrealized 0.0%
ARWR ARROWHEAD PHARMACEUTICALS INC COM 0.2%
Value ($000) $789 Shares 27,581 Est. Cost $31.99 Unrealized 0.0%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.2%
Value ($000) $780 Shares 8,501 Est. Cost $91.47 Unrealized
IR INGERSOLL RAND INC COM 0.2%
Value ($000) $759 Shares 7,994 Est. Cost $50.89 Unrealized +67.8%
CB CHUBB LIMITED COM 0.2%
Value ($000) $754 Shares 2,899 Est. Cost $202.74 Unrealized +19.0%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.2%
Value ($000) $660 Shares 7,741 Est. Cost $134.67 Unrealized
IOT SAMSARA INC COM CL A 0.2%
Value ($000) $651 Shares 17,239 Est. Cost $28.02 Unrealized +21.4%
FTAI FTAI AVIATION LTD SHS 0.2%
Value ($000) $643 Shares 9,549 Est. Cost $38.87 Unrealized +38.1%
TSCO TRACTOR SUPPLY CO COM 0.2%
Value ($000) $638 Shares 2,436 Est. Cost $28.40 Unrealized +63.1%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $634 Shares 1 Est. Cost $284799.47 Unrealized +108.5%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.2%
Value ($000) $629 Shares 6,771 Est. Cost $76.95 Unrealized
MNDY MONDAY COM LTD SHS 0.2%
Value ($000) $618 Shares 2,735 Est. Cost $170.60 Unrealized +24.4%
SMH VANECK SEMICONDUCTOR ETF 0.2%
Value ($000) $609 Shares 2,706 Est. Cost $154.29 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.2%
Value ($000) $605 Shares 4,963 Est. Cost $115.60 Unrealized -12.0%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $603 Shares 3,300 Est. Cost $110.67 Unrealized
EWW ISHARES MSCI MEXICO ETF 0.2%
Value ($000) $598 Shares 8,632 Est. Cost $59.41 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value ($000) $597 Shares 1,429 Est. Cost $294.94 Unrealized +26.2%
XBI SPDR S&P BIOTECH ETF 0.2%
Value ($000) $583 Shares 6,139 Est. Cost $89.51 Unrealized
DLR DIGITAL RLTY TR INC COM 0.2%
Value ($000) $571 Shares 3,964 Est. Cost $111.03 Unrealized +19.9%
ELV ELEVANCE HEALTH INC COM 0.2%
Value ($000) $568 Shares 1,095 Est. Cost $452.45 Unrealized +6.5%
ULTA ULTA BEAUTY INC COM 0.2%
Value ($000) $547 Shares 1,047 Est. Cost $407.90 Unrealized +26.6%
VNM VANECK VIETNAM ETF 0.2%
Value ($000) $547 Shares 39,321 Est. Cost $13.28 Unrealized
EWC ISHARES MSCI CANADA ETF 0.1%
Value ($000) $546 Shares 14,264 Est. Cost $32.87 Unrealized
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $522 Shares 4,065 Est. Cost $128.40 Unrealized
GNRC GENERAC HLDGS INC COM 0.1%
Value ($000) $519 Shares 4,114 Est. Cost $124.40 Unrealized -5.7%
KMLM KFA MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF 0.1%
Value ($000) $507 Shares 16,965 Est. Cost $29.73 Unrealized
EWZ ISHARES MSCI BRAZIL ETF 0.1%
Value ($000) $500 Shares 15,416 Est. Cost $30.79 Unrealized
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $499 Shares 3,059 Est. Cost $136.15 Unrealized +16.2%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $485 Shares 7,383 Est. Cost $63.33 Unrealized
EWY ISHARES MSCI SOUTH KOREA ETF 0.1%
Value ($000) $483 Shares 7,203 Est. Cost $63.79 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $409 Shares 2,225 Est. Cost $111.55 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $399 Shares 2,685 Est. Cost $92.56 Unrealized +47.4%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $357 Shares 8,689 Est. Cost $37.35 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $337 Shares 2,675 Est. Cost $98.55 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $301 Shares 627 Est. Cost $419.54 Unrealized
AOR ISHARES CORE GROWTH ALLOCATION ETF 0.1%
Value ($000) $299 Shares 5,366 Est. Cost $51.12 Unrealized
KYMR KYMERA THERAPEUTICS INC COM 0.1%
Value ($000) $294 Shares 7,304 Est. Cost $35.78 Unrealized 0.0%
CELH CELSIUS HLDGS INC COM NEW 0.1%
Value ($000) $282 Shares 3,400 Est. Cost $68.56 Unrealized 0.0%
SPHQ INVESCO S&P 500 QUALITY ETF 0.1%
Value ($000) $276 Shares 4,563 Est. Cost $34.21 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $248 Shares 2,148 Est. Cost $106.76 Unrealized
IDA IDACORP INC COM 0.1%
Value ($000) $245 Shares 2,641 Est. Cost $102.75 Unrealized -10.9%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $241 Shares 1,580 Est. Cost $109.33 Unrealized +31.0%
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $215 Shares 2,000 Est. Cost $118.55 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $207 Shares 2,676 Est. Cost $76.26 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $205 Shares 1,142 Est. Cost $150.55 Unrealized
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.1%
Value ($000) $194 Shares 2,636 Est. Cost $64.28 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value ($000) $178 Shares 3,717 Est. Cost $47.58 Unrealized
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $174 Shares 2,151 Est. Cost $21.94 Unrealized +210.1%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $171 Shares 2,210 Est. Cost $45.37 Unrealized +74.1%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $166 Shares 3,283 Est. Cost $51.33 Unrealized
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $159 Shares 1,794 Est. Cost $73.75 Unrealized +11.5%
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value ($000) $159 Shares 358 Est. Cost $327.12 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $156 Shares 1,267 Est. Cost $108.54 Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $155 Shares 812 Est. Cost $75.48 Unrealized +130.0%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $144 Shares 128 Est. Cost $29.58 Unrealized +136.4%
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $135 Shares 425 Est. Cost $33.73 Unrealized +234.8%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $132 Shares 1,002 Est. Cost $92.55 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $127 Shares 3,946 Est. Cost $34.26 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $127 Shares 3,029 Est. Cost $36.36 Unrealized -1.2%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $126 Shares 3,000 Est. Cost $31.20 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $123 Shares 1,873 Est. Cost $61.10 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $123 Shares 1,000 Est. Cost $64.61 Unrealized +77.4%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $121 Shares 1,581 Est. Cost $69.90 Unrealized
EFX EQUIFAX INC COM 0.0%
Value ($000) $108 Shares 403 Est. Cost $108.30 Unrealized +131.9%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $106 Shares 772 Est. Cost $119.46 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $100 Shares 629 Est. Cost $144.74 Unrealized
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $96 Shares 3,075 Est. Cost $45.96 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND PIMCO ENHANCED SH 0.0%
Value ($000) $92 Shares 920 Est. Cost $101.54 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $79 Shares 278 Est. Cost $198.90 Unrealized +29.7%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $74 Shares 275 Est. Cost $247.27 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $73 Shares 1,461 Est. Cost $39.40 Unrealized
DOV DOVER CORP COM 0.0%
Value ($000) $72 Shares 406 Est. Cost $121.48 Unrealized +29.8%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $69 Shares 761 Est. Cost $72.44 Unrealized +12.3%
AMX AMERICA MOVIL SAB DE CV SPON ADS RP CL B 0.0%
Value ($000) $67 Shares 3,600 Est. Cost $21.05 Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $63 Shares 600 Est. Cost $61.47 Unrealized +59.1%
KO COCA COLA CO COM 0.0%
Value ($000) $62 Shares 1,010 Est. Cost $53.76 Unrealized +5.5%
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $62 Shares 890 Est. Cost $35.15 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $62 Shares 631 Est. Cost $75.01 Unrealized +13.6%
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 0.0%
Value ($000) $57 Shares 1,121 Est. Cost $50.36 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $56 Shares 2,000 Est. Cost $24.13 Unrealized +3.5%
LOW LOWES COS INC COM 0.0%
Value ($000) $54 Shares 213 Est. Cost $105.63 Unrealized +110.2%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $53 Shares 285 Est. Cost $49.21 Unrealized +185.2%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $51 Shares 1,000 Est. Cost $50.54 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $50 Shares 366 Est. Cost $108.14 Unrealized
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $47 Shares 407 Est. Cost $67.39 Unrealized +45.5%
VFC V F CORP COM 0.0%
Value ($000) $47 Shares 3,046 Est. Cost $26.11 Unrealized -38.4%
CGNX COGNEX CORP COM 0.0%
Value ($000) $44 Shares 1,037 Est. Cost $48.68 Unrealized -21.3%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $44 Shares 177 Est. Cost $199.92 Unrealized +15.4%
PFE PFIZER INC COM 0.0%
Value ($000) $43 Shares 1,561 Est. Cost $39.27 Unrealized -37.2%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $43 Shares 744 Est. Cost $18.38 Unrealized +198.9%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $43 Shares 272 Est. Cost $116.46 Unrealized +19.4%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $38 Shares 13 Est. Cost $30.32 Unrealized +68.7%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $36 Shares 359 Est. Cost $94.48 Unrealized -13.8%
NUVEEN MUN VALUE FD INC COM 0.0%
Value ($000) $35 Shares 4,000 Est. Cost $10.05 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $34 Shares 245 Est. Cost $117.04 Unrealized +10.0%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $34 Shares 100 Est. Cost $267.81 Unrealized
HRB BLOCK H & R INC COM 0.0%
Value ($000) $33 Shares 676 Est. Cost $18.93 Unrealized +137.6%
EXC EXELON CORP COM 0.0%
Value ($000) $32 Shares 857 Est. Cost $29.39 Unrealized +13.0%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $32 Shares 126 Est. Cost $120.70 Unrealized +96.9%
LAKELAND BANCORP INC COM 0.0%
Value ($000) $32 Shares 2,611 Est. Cost $14.55 Unrealized
BNY MELLON MUN BD INFRASTRUCTU COM SHS 0.0%
Value ($000) $31 Shares 3,000 Est. Cost $13.39 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $30 Shares 285 Est. Cost $106.52 Unrealized -25.6%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $30 Shares 323 Est. Cost $71.93 Unrealized +18.1%
F FORD MTR CO DEL COM 0.0%
Value ($000) $29 Shares 2,221 Est. Cost $8.71 Unrealized +22.8%
CTAS CINTAS CORP COM 0.0%
Value ($000) $29 Shares 42 Est. Cost $122.03 Unrealized +24.3%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $28 Shares 481 Est. Cost $53.47 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $28 Shares 350 Est. Cost $80.00 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $28 Shares 385 Est. Cost $79.06 Unrealized
CPRT COPART INC COM 0.0%
Value ($000) $28 Shares 475 Est. Cost $36.55 Unrealized +40.7%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $26 Shares 830 Est. Cost $27.43 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $25 Shares 73 Est. Cost $222.97 Unrealized +40.6%
AZO AUTOZONE INC COM 0.0%
Value ($000) $25 Shares 8 Est. Cost $1935.03 Unrealized +47.7%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $25 Shares 368 Est. Cost $43.34 Unrealized +48.4%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $25 Shares 121 Est. Cost $152.98 Unrealized +26.4%
HUBB HUBBELL INC COM 0.0%
Value ($000) $25 Shares 60 Est. Cost $353.24 Unrealized 0.0%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $25 Shares 235 Est. Cost $115.80 Unrealized -15.6%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $24 Shares 186 Est. Cost $99.82 Unrealized +22.6%
GRBK GREEN BRICK PARTNERS INC COM 0.0%
Value ($000) $24 Shares 401 Est. Cost $32.81 Unrealized +63.4%
HUM HUMANA INC COM 0.0%
Value ($000) $24 Shares 68 Est. Cost $461.87 Unrealized -20.0%
MUSA MURPHY USA INC COM 0.0%
Value ($000) $23 Shares 55 Est. Cost $387.51 Unrealized 0.0%
EG EVEREST GROUP LTD COM 0.0%
Value ($000) $23 Shares 57 Est. Cost $363.59 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $23 Shares 84 Est. Cost $206.43 Unrealized +20.0%
TEX TEREX CORP NEW COM 0.0%
Value ($000) $23 Shares 351 Est. Cost $53.55 Unrealized +9.5%
MSCI MSCI INC COM 0.0%
Value ($000) $22 Shares 40 Est. Cost $503.30 Unrealized +9.2%
SO SOUTHERN CO COM 0.0%
Value ($000) $22 Shares 312 Est. Cost $50.97 Unrealized +27.0%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $22 Shares 131 Est. Cost $122.31 Unrealized +10.9%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $22 Shares 243 Est. Cost $80.35 Unrealized +3.2%
ORCL ORACLE CORP COM 0.0%
Value ($000) $21 Shares 170 Est. Cost $112.00 Unrealized +0.3%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $21 Shares 200 Est. Cost $104.62 Unrealized
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $21 Shares 230 Est. Cost $90.44 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $21 Shares 128 Est. Cost $126.02 Unrealized +12.0%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $20 Shares 428 Est. Cost $36.19 Unrealized +11.8%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $20 Shares 44 Est. Cost $381.80 Unrealized +19.7%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $20 Shares 157 Est. Cost $89.78 Unrealized +19.9%
OCFC OCEANFIRST FINL CORP COM 0.0%
Value ($000) $19 Shares 1,147 Est. Cost $16.32 Unrealized -10.4%
SRE SEMPRA COM 0.0%
Value ($000) $18 Shares 255 Est. Cost $63.45 Unrealized +6.1%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $18 Shares 250 Est. Cost $65.06 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $18 Shares 378 Est. Cost $47.12 Unrealized -9.0%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $17 Shares 242 Est. Cost $63.02 Unrealized -3.9%
SPUS SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF 0.0%
Value ($000) $17 Shares 440 Est. Cost $24.62 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $16 Shares 458 Est. Cost $29.08 Unrealized +9.7%
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.0%
Value ($000) $16 Shares 500 Est. Cost $30.01 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $16 Shares 136 Est. Cost $117.21 Unrealized
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value ($000) $16 Shares 3,314 Est. Cost $8.51 Unrealized
AMPH AMPHASTAR PHARMACEUTICALS INC COM 0.0%
Value ($000) $16 Shares 354 Est. Cost $53.55 Unrealized -3.6%
T AT&T INC COM 0.0%
Value ($000) $15 Shares 879 Est. Cost $15.33 Unrealized +1.9%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $15 Shares 217 Est. Cost $39.75 Unrealized +73.3%
FTNT FORTINET INC COM 0.0%
Value ($000) $15 Shares 221 Est. Cost $66.91 Unrealized -0.5%
GBTC GRAYSCALE BITCOIN TRUST 0.0%
Value ($000) $14 Shares 228 Est. Cost $23.82 Unrealized
CI THE CIGNA GROUP COM 0.0%
Value ($000) $14 Shares 39 Est. Cost $188.23 Unrealized +68.8%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $14 Shares 322 Est. Cost $35.22 Unrealized +1.3%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $14 Shares 106 Est. Cost $126.32 Unrealized -2.9%
ITT ITT INC COM 0.0%
Value ($000) $14 Shares 100 Est. Cost $50.19 Unrealized +147.1%
PKBK PARKE BANCORP INC COM 0.0%
Value ($000) $13 Shares 763 Est. Cost $15.48 Unrealized +5.4%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $12 Shares 209 Est. Cost $53.54 Unrealized +7.4%
IPO RENAISSANCE IPO ETF 0.0%
Value ($000) $12 Shares 285 Est. Cost $41.52 Unrealized
NFBK NORTHFIELD BANCORP INC DEL COM 0.0%
Value ($000) $12 Shares 1,195 Est. Cost $12.21 Unrealized -18.7%
SHAK SHAKE SHACK INC CL A 0.0%
Value ($000) $10 Shares 96 Est. Cost $100.46 Unrealized -12.9%
WILLF DEMANT A S SHS 0.0%
Value ($000) $10 Shares 200 Est. Cost $56.69 Unrealized -14.7%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $10 Shares 240 Est. Cost $52.12 Unrealized -24.3%
QTUM DEFIANCE QUANTUM ETF 0.0%
Value ($000) $9 Shares 150 Est. Cost $54.32 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $8 Shares 49 Est. Cost $116.35 Unrealized +27.7%
IBIT ISHARES BITCOIN TRUST REGISTERED 0.0%
Value ($000) $7 Shares 185 Est. Cost $40.47 Unrealized
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.0%
Value ($000) $7 Shares 241 Est. Cost $30.48 Unrealized
PHOENIX COS INC NEW 7.45 QUIBS 2032 0.0%
Value ($000) $7 Shares 400 Est. Cost $17.79 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $7 Shares 187 Est. Cost $33.01 Unrealized -7.6%
TGT TARGET CORP COM 0.0%
Value ($000) $7 Shares 38 Est. Cost $111.26 Unrealized +27.6%
PACIFIC GAS & ELEC CO PFD 1ST 5.50 0.0%
Value ($000) $6 Shares 300 Est. Cost $26.67 Unrealized
XHR XENIA HOTELS & RESORTS INC COM 0.0%
Value ($000) $6 Shares 387 Est. Cost $15.50 Unrealized
DPZ DOMINOS PIZZA INC COM 0.0%
Value ($000) $5 Shares 11 Est. Cost $320.01 Unrealized +31.8%
ETSY ETSY INC COM 0.0%
Value ($000) $5 Shares 78 Est. Cost $208.26 Unrealized -65.5%
ETHE GRAYSCALE ETHEREUM TR ETH SHS 0.0%
Value ($000) $5 Shares 200 Est. Cost $14.81 Unrealized
AOK ISHARES CORE CONSERVATIVE ALLOCATION ETF 0.0%
Value ($000) $5 Shares 132 Est. Cost $35.66 Unrealized
IVT INVENTRUST PPTYS CORP COM NEW 0.0%
Value ($000) $5 Shares 181 Est. Cost $27.62 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $5 Shares 45 Est. Cost $92.99 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $5 Shares 68 Est. Cost $87.94 Unrealized -30.4%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 600 Est. Cost $14.20 Unrealized -44.1%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $4 Shares 16 Est. Cost $270.81 Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $4 Shares 13 Est. Cost $221.68 Unrealized +32.3%
TREX TREX CO INC COM 0.0%
Value ($000) $4 Shares 41 Est. Cost $45.39 Unrealized +96.2%
VIOG VANGUARD S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $4 Shares 36 Est. Cost $158.49 Unrealized
ISHARES FRONTIER AND SELECT EM ETF 0.0%
Value ($000) $4 Shares 140 Est. Cost $32.79 Unrealized
MIND MEDICINE MINDMED INC COM NEW 0.0%
Value ($000) $4 Shares 416 Est. Cost $3.66 Unrealized
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $4 Shares 24 Est. Cost $167.03 Unrealized +16.1%
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $4 Shares 170 Est. Cost $22.77 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $4 Shares 12 Est. Cost $267.60 Unrealized 0.0%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $4 Shares 22 Est. Cost $151.39 Unrealized 0.0%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $4 Shares 15 Est. Cost $237.43 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $3 Shares 67 Est. Cost $122.54 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $3 Shares 16 Est. Cost $189.18 Unrealized -1.6%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $3 Shares 71 Est. Cost $45.61 Unrealized
NAK NORTHERN DYNASTY MINERALS LTD COM NEW 0.0%
Value ($000) $3 Shares 10,000 Est. Cost $0.28 Unrealized 0.0%
TRAK REPOSITRAK INC COM NEW 0.0%
Value ($000) $3 Shares 200 Est. Cost $6.36 Unrealized +106.4%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $170.60 Unrealized 0.0%
BOOT BOOT BARN HLDGS INC COM 0.0%
Value ($000) $3 Shares 32 Est. Cost $76.66 Unrealized +7.8%
SAM BOSTON BEER INC CL A 0.0%
Value ($000) $3 Shares 10 Est. Cost $416.96 Unrealized -20.0%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $3 Shares 7 Est. Cost $427.27 Unrealized 0.0%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $3 Shares 58 Est. Cost $50.78 Unrealized
MP MP MATERIALS CORP COM CL A 0.0%
Value ($000) $3 Shares 200 Est. Cost $34.72 Unrealized -54.4%
LIN LINDE PLC SHS 0.0%
Value ($000) $3 Shares 6 Est. Cost $422.36 Unrealized 0.0%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $3 Shares 9 Est. Cost $453.00 Unrealized -40.9%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $3 Shares 54 Est. Cost $50.17 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $3 Shares 66 Est. Cost $29.47 Unrealized +13.3%
KKR KKR & CO INC COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $66.83 Unrealized +36.1%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $172.56 Unrealized 0.0%
SYM SYMBOTIC INC CLASS A COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $11.65 Unrealized +276.1%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $86.69 Unrealized +13.7%
RTX RTX CORPORATION COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $86.83 Unrealized 0.0%
PIEDMONT LITHIUM INC COM 0.0%
Value ($000) $2 Shares 160 Est. Cost $57.71 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value ($000) $2 Shares 25 Est. Cost $85.08 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $2 Shares 39 Est. Cost $46.17 Unrealized 0.0%
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $2 Shares 12 Est. Cost $116.41 Unrealized 0.0%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $157.89 Unrealized 0.0%
YETI YETI HLDGS INC COM 0.0%
Value ($000) $2 Shares 53 Est. Cost $65.40 Unrealized -35.3%
INTC INTEL CORP COM 0.0%
Value ($000) $2 Shares 46 Est. Cost $44.04 Unrealized 0.0%
GXO GXO LOGISTICS INCORPORATED COMMON STOCK 0.0%
Value ($000) $2 Shares 37 Est. Cost $77.54 Unrealized -30.3%
XMMO INVESCO S&P MIDCAP MOMENTUM ETF 0.0%
Value ($000) $2 Shares 17 Est. Cost $58.82 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $400.22 Unrealized -66.5%
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $2 Shares 8 Est. Cost $133.19 Unrealized
ADSK AUTODESK INC COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $253.04 Unrealized 0.0%
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $135.58 Unrealized -13.9%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $330.34 Unrealized 0.0%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $2 Shares 42 Est. Cost $41.76 Unrealized
RXRX RECURSION PHARMACEUTICALS INC CL A 0.0%
Value ($000) $2 Shares 171 Est. Cost $10.30 Unrealized +8.1%
ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 0.0%
Value ($000) $2 Shares 29 Est. Cost $56.52 Unrealized
METC RAMACO RES INC COM CL A 0.0%
Value ($000) $2 Shares 100 Est. Cost $13.55 Unrealized +28.6%
CMPS COMPASS PATHWAYS PLC SPONSORED ADS 0.0%
Value ($000) $2 Shares 202 Est. Cost $8.75 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $2 Shares 2 Est. Cost $833.50 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $2 Shares 2 Est. Cost $807.48 Unrealized 0.0%
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $2 Shares 58 Est. Cost $131.02 Unrealized -76.0%
RPRX ROYALTY PHARMA PLC SHS CLASS A 0.0%
Value ($000) $2 Shares 50 Est. Cost $29.48 Unrealized 0.0%
FEDERAL NATL MTG ASSN PFD 8.25 SR T 0.0%
Value ($000) $2 Shares 400 Est. Cost $2.50 Unrealized
BEEP MOBILE INFRASTRUCTURE CORP COM SHS 0.0%
Value ($000) $2 Shares 413 Est. Cost $5.86 Unrealized -35.1%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $389.95 Unrealized +6.7%
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $1 Shares 42 Est. Cost $29.04 Unrealized
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $301.08 Unrealized 0.0%
MET METLIFE INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $66.02 Unrealized 0.0%
BLD TOPBUILD CORP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $391.13 Unrealized 0.0%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $131.10 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $81.42 Unrealized +35.6%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $1 Shares 27 Est. Cost $39.40 Unrealized 0.0%
DXCM DEXCOM INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $125.70 Unrealized 0.0%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $71.99 Unrealized 0.0%
PCAR PACCAR INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.80 Unrealized 0.0%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $1 Shares 19 Est. Cost $52.53 Unrealized 0.0%
BX BLACKSTONE INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $118.70 Unrealized 0.0%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $51.58 Unrealized 0.0%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $1 Shares 43 Est. Cost $57.94 Unrealized -49.0%
FISV FISERV INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $145.64 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $1 Shares 127 Est. Cost $18.55 Unrealized -48.0%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $129.80 Unrealized 0.0%
MCK MCKESSON CORP COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $503.45 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $1 Shares 3 Est. Cost $322.57 Unrealized 0.0%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $86.08 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $84.00 Unrealized 0.0%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $131.88 Unrealized 0.0%
AFL AFLAC INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $78.75 Unrealized 0.0%
WELL WELLTOWER INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $87.18 Unrealized 0.0%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $233.46 Unrealized 0.0%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $164.35 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $234.26 Unrealized 0.0%
AON AON PLC SHS CL A 0.0%
Value ($000) $1 Shares 3 Est. Cost $306.03 Unrealized 0.0%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $28.53 Unrealized 0.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $1 Shares 22 Est. Cost $40.78 Unrealized -5.2%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $89.54 Unrealized 0.0%
NUE NUCOR CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $177.23 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $74.27 Unrealized +10.3%
DHI D R HORTON INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $147.13 Unrealized 0.0%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $66.73 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $445.90 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $75.99 Unrealized 0.0%
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $77.21 Unrealized 0.0%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $32.36 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $1 Shares 12 Est. Cost $68.48 Unrealized 0.0%
CYBIN INC COM 0.0%
Value ($000) $1 Shares 2,264 Est. Cost $0.41 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $207.94 Unrealized 0.0%
FAST FASTENAL CO COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $33.99 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $206.72 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $1 Shares 14 Est. Cost $56.62 Unrealized 0.0%
KR KROGER CO COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $47.33 Unrealized 0.0%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $84.13 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $1 Shares 3 Est. Cost $267.07 Unrealized 0.0%
EBAY EBAY INC. COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $43.96 Unrealized 0.0%
CSX CSX CORP COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $35.47 Unrealized 0.0%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $61.23 Unrealized +25.0%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $54.82 Unrealized 0.0%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $390.78 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $206.08 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $238.28 Unrealized +17.0%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $135.18 Unrealized 0.0%
FDX FEDEX CORP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $239.79 Unrealized 0.0%
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $265.09 Unrealized 0.0%
DJT TRUMP MEDIA & TECHNOLOGY GROUP COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $38.79 Unrealized 0.0%
CME CME GROUP INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $197.23 Unrealized 0.0%
NUMIF NUMINUS WELLNESS INC COM 0.0%
Value ($000) $1 Shares 11,061 Est. Cost $0.10 Unrealized -2.7%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $41.80 Unrealized 0.0%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $195.74 Unrealized 0.0%
EIX EDISON INTL COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $62.61 Unrealized 0.0%
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $184.81 Unrealized 0.0%
EPAM EPAM SYS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $294.23 Unrealized 0.0%
MOH MOLINA HEALTHCARE INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $387.49 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $1 Shares 3 Est. Cost $243.38 Unrealized 0.0%
DOW DOW INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $48.96 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $52.67 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $133.23 Unrealized 0.0%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $42.64 Unrealized 0.0%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $1 Shares 37 Est. Cost $17.40 Unrealized 0.0%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $227.80 Unrealized -40.1%
BA BOEING CO COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $164.08 Unrealized +25.2%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $1 Shares 17 Est. Cost $39.15 Unrealized
CDW CDW CORP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $231.59 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $237.76 Unrealized 0.0%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $1 Shares 40 Est. Cost $26.77 Unrealized -40.8%
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $134.03 Unrealized 0.0%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $32.99 Unrealized 0.0%
ROST ROSS STORES INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $140.37 Unrealized 0.0%
MTB M & T BK CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $130.61 Unrealized 0.0%
AME AMETEK INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $170.09 Unrealized 0.0%
COR CENCORA INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $226.42 Unrealized 0.0%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $232.50 Unrealized 0.0%
PPG PPG INDS INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $135.93 Unrealized 0.0%
URI UNITED RENTALS INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $631.12 Unrealized 0.0%
VTRS VIATRIS INC COM 0.0%
Value ($000) $1 Shares 59 Est. Cost $11.12 Unrealized -0.8%
EQT EQT CORP COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $34.84 Unrealized 0.0%
FLNC FLUENCE ENERGY INC COM CL A 0.0%
Value ($000) $1 Shares 40 Est. Cost $21.05 Unrealized -13.1%
ANSYS INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $347.00 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $30.45 Unrealized 0.0%
LEN LENNAR CORP CL A 0.0%
Value ($000) $1 Shares 4 Est. Cost $146.27 Unrealized 0.0%
STE STERIS PLC SHS USD 0.0%
Value ($000) $1 Shares 3 Est. Cost $221.95 Unrealized 0.0%
PCG PG&E CORP COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $16.58 Unrealized 0.0%
JBL JABIL INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $133.73 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $156.66 Unrealized 0.0%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $137.66 Unrealized 0.0%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $135.96 Unrealized 0.0%
TLSA TIZIANA LIFE SCIENCES LTD COMMON SHARES 0.0%
Value ($000) $1 Shares 1,444 Est. Cost $0.69 Unrealized -23.8%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $1 Shares 3 Est. Cost $214.15 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $202.26 Unrealized 0.0%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $1 Shares 54 Est. Cost $11.81 Unrealized
NTAP NETAPP INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $89.24 Unrealized 0.0%
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $43.62 Unrealized 0.0%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $105.76 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $62.59 Unrealized 0.0%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $45.96 Unrealized -17.3%
CMI CUMMINS INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $247.59 Unrealized 0.0%
HSY HERSHEY CO COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $182.08 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $64.26 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $1 Shares 32 Est. Cost $15.42 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $1 Shares 6 Est. Cost $83.90 Unrealized 0.0%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $212.68 Unrealized -21.0%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $104.61 Unrealized 0.0%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $38.91 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $538.88 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $122.72 Unrealized 0.0%
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value ($000) $1 Shares 6 Est. Cost $80.40 Unrealized 0.0%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $29.91 Unrealized +14.1%
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value ($000) $1 Shares 2 Est. Cost $256.94 Unrealized 0.0%
CBOE CBOE GLOBAL MKTS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $181.47 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $98.13 Unrealized 0.0%
BALL BALL CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $59.19 Unrealized 0.0%
NEM NEWMONT CORP COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $33.15 Unrealized 0.0%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $1 Shares 7 Est. Cost $64.75 Unrealized 0.0%
FOXA FOX CORP CL A COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $29.70 Unrealized 0.0%
CRMD CORMEDIX INC COM 0.0%
Value ($000) $1 Shares 125 Est. Cost $3.98 Unrealized -12.8%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $1 Shares 9 Est. Cost $51.35 Unrealized 0.0%
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $94.54 Unrealized 0.0%
PIONEER NAT RES CO COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $262.50 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $151.93 Unrealized 0.0%
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $29.77 Unrealized 0.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $50.60 Unrealized 0.0%
HPQ HP INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $27.31 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $114.08 Unrealized 0.0%
RJF RAYMOND JAMES FINL INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $113.40 Unrealized 0.0%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $88.72 Unrealized 0.0%
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value ($000) $1 Shares 8 Est. Cost $56.22 Unrealized 0.0%
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $153.74 Unrealized 0.0%
O REALTY INCOME CORP COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $48.62 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $29.65 Unrealized 0.0%
HESS CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $152.67 Unrealized
INCY INCYTE CORP COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $60.02 Unrealized 0.0%
NTRS NORTHERN TR CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $77.38 Unrealized 0.0%
VUZI VUZIX CORP COM NEW 0.0%
Value ($000) $0 Shares 366 Est. Cost $2.07 Unrealized -21.1%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $74.77 Unrealized 0.0%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $0 Shares 5 Est. Cost $103.37 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $79.48 Unrealized -5.3%
SYY SYSCO CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $74.59 Unrealized 0.0%
MAS MASCO CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $69.75 Unrealized 0.0%
MCO MOODYS CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $380.01 Unrealized 0.0%
STT STATE STR CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $69.56 Unrealized 0.0%
ATMU ATMUS FILTRATION TECHNOLOGIES COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $23.72 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $74.12 Unrealized 0.0%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $149.27 Unrealized 0.0%
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $61.00 Unrealized 0.0%
DAYFORCE INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $68.25 Unrealized 0.0%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $56.40 Unrealized 0.0%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $136.60 Unrealized 0.0%
REG REGENCY CTRS CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $57.26 Unrealized 0.0%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $52.54 Unrealized 0.0%
VICI VICI PPTYS INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $26.85 Unrealized 0.0%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $54.70 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $321.44 Unrealized 0.0%
TE CONNECTIVITY LTD SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $145.00 Unrealized
KELLANOVA COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $51.97 Unrealized 0.0%
AMGN AMGEN INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $276.08 Unrealized 0.0%
HAS HASBRO INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $47.13 Unrealized 0.0%
CATALENT INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $56.40 Unrealized
LKQ LKQ CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $46.67 Unrealized 0.0%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost $23.51 Unrealized
FIGS FIGS INC CL A 0.0%
Value ($000) $0 Shares 50 Est. Cost $35.42 Unrealized -83.8%
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $43.73 Unrealized 0.0%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $233.54 Unrealized 0.0%
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost $28.00 Unrealized
CZR CAESARS ENTERTAINMENT INC NEW COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $43.25 Unrealized 0.0%
BIIB BIOGEN INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $234.20 Unrealized 0.0%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $38.44 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $195.53 Unrealized 0.0%
RR RICHTECH ROBOTICS INC CL B 0.0%
Value ($000) $0 Shares 140 Est. Cost $3.40 Unrealized 0.0%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $295.02 Unrealized -36.1%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $158.99 Unrealized 0.0%
KIM KIMCO RLTY CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $18.19 Unrealized 0.0%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $33.61 Unrealized 0.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $32.80 Unrealized 0.0%
PTC PTC INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $180.13 Unrealized 0.0%
UHS UNIVERSAL HLTH SVCS INC CL B 0.0%
Value ($000) $0 Shares 1 Est. Cost $163.89 Unrealized 0.0%
MATTERPORT INC COM CL A 0.0%
Value ($000) $0 Shares 80 Est. Cost $16.78 Unrealized
INVH INVITATION HOMES INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $31.52 Unrealized 0.0%
APA APA CORPORATION COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $29.29 Unrealized 0.0%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $29.55 Unrealized 0.0%
XRAY DENTSPLY SIRONA INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $34.16 Unrealized 0.0%
ZIMVIE INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $40.00 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $0 Shares 10 Est. Cost $16.27 Unrealized 0.0%
MOS MOSAIC CO NEW COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $30.03 Unrealized 0.0%
FNMA FEDERAL NATL MTG ASSN COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $1.13 Unrealized +17.4%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $137.53 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $153.78 Unrealized 0.0%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $140.13 Unrealized 0.0%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $127.62 Unrealized 0.0%
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $122.14 Unrealized 0.0%
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $134.20 Unrealized 0.0%
BEN FRANKLIN RESOURCES INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $24.59 Unrealized 0.0%
MARATHON OIL CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $28.40 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $11.94 Unrealized 0.0%
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $24.02 Unrealized 0.0%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $140.99 Unrealized 0.0%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $118.85 Unrealized 0.0%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $116.81 Unrealized 0.0%
COCP COCRYSTAL PHARMA INC COM 0.0%
Value ($000) $0 Shares 84 Est. Cost $2.57 Unrealized -39.3%
KVUE KENVUE INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $18.84 Unrealized 0.0%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $0 Shares 5 Est. Cost $18.19 Unrealized 0.0%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $18.07 Unrealized 0.0%
CGC CANOPY GROWTH CORP COM NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost $5.96 Unrealized -27.5%
AI C3 AI INC CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $20.48 Unrealized +37.1%
AMC AMC ENTMT HLDGS INC CL A NEW 0.0%
Value ($000) $0 Shares 21 Est. Cost $29.64 Unrealized -85.0%
BETTER HOME & FINANCE HOLDING COM CL A 0.0%
Value ($000) $0 Shares 150 Est. Cost $0.81 Unrealized
IZOZF IZOTROPIC CORP COM 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.83 Unrealized -87.2%
TONIX PHARMACEUTICALS HLDG CO COM NEW 0.0%
Value ($000) $0 Shares 140 Est. Cost $1.58 Unrealized
EPRF INNOVATOR S&P INVESTMENT GRADE PREFERRED ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $23.96 Unrealized
TEMPLETON EMERGING MKTS INCOME COM 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
NOVABAY PHARMACEUTICALS INC COM 0.0%
Value ($000) $0 Shares 86 Est. Cost $3.99 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $8.43 Unrealized -81.5%
FUELCELL ENERGY INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
VNTH NANO MOBILE HEALTHCARE INC COM NEW 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $0.00 Unrealized -44.2%
TMPOQ TEMPO AUTOMATION HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.81 Unrealized
VYGVQ VOYAGER DIGITAL LTD COM 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.17 Unrealized -99.8%
GLOBAL MARINE LTD COM 0.0%
Value ($000) $0 Shares 42 Est. Cost Unrealized
TERRITORIAL RES INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
MECKLERMEDIA CORP COM 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
IPMG INTERNATIONAL PRECIOUS MINERAL COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $0.00 Unrealized 0.0%
SGLRF SPYGLASS RES CORP COM 0.0%
Value ($000) $0 Shares 79 Est. Cost $0.00 Unrealized 0.0%
BITCOIN SVCS INC COM 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.05 Unrealized
CIRCA PICS & PRDTN CO INTL INC COM 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
IRONNET INC COM 0.0%
Value ($000) $0 Shares 550 Est. Cost $16.36 Unrealized
DOMARK INTERNATIONAL INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized