Synergy Asset Management, LLC Quant / Systematic

CIK: 0001699080 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 21, 2025

Total Value ($000): $874,283 (100.0% shares, 0.0% debt)

Holdings (185)

MSFT MICROSOFT CORP 9.0%
Value ($000) $78,798 Shares 158,416 Est. Cost $360.87 Unrealized +19.8%
BIL SPDR SERIES TRUST 6.7%
Value ($000) $58,505 Shares 637,800 Est. Cost $91.69 Unrealized
SGOV ISHARES TR 5.1%
Value ($000) $44,347 Shares 440,428 Est. Cost $100.55 Unrealized
NVDA NVIDIA CORPORATION 5.0%
Value ($000) $43,705 Shares 276,629 Est. Cost $119.27 Unrealized +5.5%
AAPL APPLE INC 3.8%
Value ($000) $32,893 Shares 160,319 Est. Cost $179.93 Unrealized +11.9%
AMZN AMAZON COM INC 3.6%
Value ($000) $31,671 Shares 144,358 Est. Cost $135.71 Unrealized +45.8%
GOOGL ALPHABET INC 3.4%
Value ($000) $30,140 Shares 171,024 Est. Cost $136.54 Unrealized +19.6%
TSLA TESLA INC 3.3%
Value ($000) $28,478 Shares 89,649 Est. Cost $297.08 Unrealized +1.4%
META META PLATFORMS INC 3.1%
Value ($000) $27,405 Shares 37,129 Est. Cost $455.31 Unrealized +35.4%
AVGO BROADCOM INC 2.8%
Value ($000) $24,590 Shares 89,206 Est. Cost $199.93 Unrealized +8.0%
KO COCA COLA CO 2.7%
Value ($000) $23,660 Shares 334,421 Est. Cost $63.00 Unrealized +10.8%
AXS AXIS CAP HLDGS LTD 2.6%
Value ($000) $22,398 Shares 215,737 Est. Cost $91.53 Unrealized +8.3%
LLY ELI LILLY & CO 2.4%
Value ($000) $20,942 Shares 26,865 Est. Cost $778.59 Unrealized -0.7%
ELV ELEVANCE HEALTH INC 2.3%
Value ($000) $20,291 Shares 52,167 Est. Cost $396.52 Unrealized +0.0%
IRDM IRIDIUM COMMUNICATIONS INC 2.3%
Value ($000) $19,978 Shares 662,183 Est. Cost $26.00 Unrealized 0.0%
NEM NEWMONT CORP 2.2%
Value ($000) $19,016 Shares 326,399 Est. Cost $52.90 Unrealized 0.0%
CORT CORCEPT THERAPEUTICS INC 2.2%
Value ($000) $18,973 Shares 258,494 Est. Cost $54.33 Unrealized +33.5%
DOCS DOXIMITY INC 2.1%
Value ($000) $18,540 Shares 302,251 Est. Cost $55.79 Unrealized 0.0%
LDOS LEIDOS HOLDINGS INC 2.1%
Value ($000) $18,416 Shares 116,735 Est. Cost $153.79 Unrealized -4.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.3%
Value ($000) $11,470 Shares 23,612 Est. Cost $438.35 Unrealized +15.9%
MDT MEDTRONIC PLC 1.3%
Value ($000) $11,236 Shares 128,899 Est. Cost $82.20 Unrealized +1.6%
VTI VANGUARD INDEX FDS 1.2%
Value ($000) $10,860 Shares 35,731 Est. Cost $271.83 Unrealized
CVX CHEVRON CORP NEW 1.2%
Value ($000) $10,100 Shares 70,537 Est. Cost $142.31 Unrealized -3.7%
HON HONEYWELL INTL INC 1.0%
Value ($000) $8,587 Shares 36,872 Est. Cost $195.61 Unrealized +2.1%
GAUG FIRST TR EXCHNG TRADED FD VI 0.8%
Value ($000) $7,372 Shares 199,272 Est. Cost $35.45 Unrealized
ETN EATON CORP PLC 0.8%
Value ($000) $6,783 Shares 19,000 Est. Cost $321.17 Unrealized -4.5%
SPGI S&P GLOBAL INC 0.8%
Value ($000) $6,657 Shares 12,625 Est. Cost $496.82 Unrealized -0.0%
ADI ANALOG DEVICES INC 0.7%
Value ($000) $6,249 Shares 26,253 Est. Cost $219.24 Unrealized -6.0%
CSCO CISCO SYS INC 0.7%
Value ($000) $6,200 Shares 89,368 Est. Cost $47.55 Unrealized +27.0%
CMCSA COMCAST CORP NEW 0.7%
Value ($000) $5,982 Shares 167,598 Est. Cost $39.11 Unrealized -13.3%
ABT ABBOTT LABS 0.7%
Value ($000) $5,720 Shares 42,058 Est. Cost $103.15 Unrealized +26.6%
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $5,580 Shares 9,930 Est. Cost $468.37 Unrealized +17.7%
EVRG EVERGY INC 0.6%
Value ($000) $5,133 Shares 74,470 Est. Cost $65.58 Unrealized 0.0%
AGG ISHARES TR 0.6%
Value ($000) $5,115 Shares 51,559 Est. Cost $98.47 Unrealized
AMCOR PLC 0.6%
Value ($000) $5,095 Shares 554,367 Est. Cost $9.15 Unrealized 0.0%
IBIT ISHARES BITCOIN TRUST ETF 0.6%
Value ($000) $5,068 Shares 82,789 Est. Cost $61.21 Unrealized
GE GE AEROSPACE 0.6%
Value ($000) $4,917 Shares 19,103 Est. Cost $167.73 Unrealized +30.3%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $4,078 Shares 13,071 Est. Cost $466.34 Unrealized -19.6%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $3,887 Shares 3,927 Est. Cost $716.10 Unrealized +38.4%
FPEI FIRST TR EXCH TRADED FD III 0.4%
Value ($000) $3,842 Shares 202,340 Est. Cost $18.99 Unrealized
ANGL VANECK ETF TRUST 0.4%
Value ($000) $3,842 Shares 131,216 Est. Cost $29.28 Unrealized
IBND SPDR SERIES TRUST 0.4%
Value ($000) $3,821 Shares 117,248 Est. Cost $32.59 Unrealized
O REALTY INCOME CORP 0.4%
Value ($000) $3,736 Shares 64,848 Est. Cost $51.96 Unrealized +4.8%
ABBV ABBVIE INC 0.4%
Value ($000) $3,693 Shares 19,897 Est. Cost $180.81 Unrealized +1.0%
AEM AGNICO EAGLE MINES LTD 0.4%
Value ($000) $3,618 Shares 30,422 Est. Cost $115.22 Unrealized 0.0%
KLAC KLA CORP 0.4%
Value ($000) $3,606 Shares 4,026 Est. Cost $669.07 Unrealized +11.9%
GPC GENUINE PARTS CO 0.4%
Value ($000) $3,516 Shares 28,984 Est. Cost $117.78 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $3,396 Shares 7,332 Est. Cost $508.95 Unrealized -9.8%
RIO RIO TINTO PLC 0.4%
Value ($000) $3,219 Shares 55,184 Est. Cost $58.33 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $3,178 Shares 53,078 Est. Cost $59.64 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $3,004 Shares 37,949 Est. Cost $105.67 Unrealized -26.8%
USB US BANCORP DEL 0.3%
Value ($000) $2,714 Shares 59,981 Est. Cost $44.20 Unrealized -7.8%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $2,685 Shares 62,050 Est. Cost $37.88 Unrealized +10.4%
ADBE ADOBE INC 0.3%
Value ($000) $2,657 Shares 6,869 Est. Cost $446.77 Unrealized -13.8%
ES EVERSOURCE ENERGY 0.3%
Value ($000) $2,631 Shares 41,351 Est. Cost $59.90 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.3%
Value ($000) $2,466 Shares 19,130 Est. Cost $129.79 Unrealized +1.5%
TDIV FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $2,439 Shares 27,046 Est. Cost $90.17 Unrealized
OEF ISHARES TR 0.3%
Value ($000) $2,423 Shares 7,962 Est. Cost $304.35 Unrealized
IPKW INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $2,422 Shares 49,794 Est. Cost $48.65 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $2,068 Shares 36,276 Est. Cost $55.67 Unrealized
MSM MSC INDL DIRECT INC 0.2%
Value ($000) $2,068 Shares 24,318 Est. Cost $79.00 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $2,046 Shares 4,667 Est. Cost $356.40 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $2,042 Shares 6,698 Est. Cost $245.42 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $2,041 Shares 3,304 Est. Cost $509.65 Unrealized
SDIV GLOBAL X FDS 0.2%
Value ($000) $1,973 Shares 87,496 Est. Cost $22.55 Unrealized
IMOM EA SERIES TRUST 0.2%
Value ($000) $1,959 Shares 57,677 Est. Cost $33.96 Unrealized
FFTY INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,956 Shares 60,195 Est. Cost $32.49 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,949 Shares 28,999 Est. Cost $58.43 Unrealized
WTRG ESSENTIAL UTILS INC 0.2%
Value ($000) $1,927 Shares 51,878 Est. Cost $39.06 Unrealized -0.3%
IAGG ISHARES TR 0.2%
Value ($000) $1,912 Shares 37,432 Est. Cost $50.41 Unrealized
ARKF ARK ETF TR 0.2%
Value ($000) $1,625 Shares 32,348 Est. Cost $50.24 Unrealized
BAC BANK AMERICA CORP 0.2%
Value ($000) $1,606 Shares 33,939 Est. Cost $37.96 Unrealized +9.2%
SHLD GLOBAL X FDS 0.2%
Value ($000) $1,559 Shares 25,869 Est. Cost $60.25 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $1,475 Shares 13,730 Est. Cost $100.76 Unrealized +0.4%
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,474 Shares 16,425 Est. Cost $94.71 Unrealized -7.1%
QMAR FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $1,474 Shares 47,560 Est. Cost $28.80 Unrealized
GLDM WORLD GOLD TR 0.2%
Value ($000) $1,443 Shares 22,019 Est. Cost $65.52 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $1,425 Shares 3,515 Est. Cost $417.06 Unrealized 0.0%
FPA FIRST TR EXCH TRD ALPHDX FD 0.2%
Value ($000) $1,425 Shares 39,881 Est. Cost $35.73 Unrealized
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $1,366 Shares 40,415 Est. Cost $43.71 Unrealized -22.3%
FJUL FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $1,346 Shares 26,007 Est. Cost $47.63 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $1,336 Shares 4,573 Est. Cost $283.28 Unrealized +7.2%
FJAN FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $1,332 Shares 28,004 Est. Cost $44.35 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $1,312 Shares 9,623 Est. Cost $74.60 Unrealized +57.2%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $1,279 Shares 2,252 Est. Cost $532.48 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $1,260 Shares 6,869 Est. Cost $143.26 Unrealized +19.0%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $1,218 Shares 4,856 Est. Cost $227.05 Unrealized 0.0%
VICI VICI PPTYS INC 0.1%
Value ($000) $1,164 Shares 35,691 Est. Cost $29.16 Unrealized +4.7%
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $1,154 Shares 14,922 Est. Cost $75.38 Unrealized
BGC BGC GROUP INC 0.1%
Value ($000) $1,130 Shares 110,458 Est. Cost $9.13 Unrealized 0.0%
GL GLOBE LIFE INC 0.1%
Value ($000) $1,114 Shares 8,961 Est. Cost $120.89 Unrealized 0.0%
PEP PEPSICO INC 0.1%
Value ($000) $1,113 Shares 8,433 Est. Cost $131.03 Unrealized 0.0%
QSPT FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $1,095 Shares 37,013 Est. Cost $26.51 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $1,019 Shares 2,625 Est. Cost $381.74 Unrealized -13.3%
SHY ISHARES TR 0.1%
Value ($000) $958 Shares 11,561 Est. Cost $82.41 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $937 Shares 1,699 Est. Cost $495.26 Unrealized
APO APOLLO GLOBAL MGMT INC 0.1%
Value ($000) $928 Shares 6,539 Est. Cost $131.37 Unrealized 0.0%
FNDE SCHWAB STRATEGIC TR 0.1%
Value ($000) $882 Shares 26,712 Est. Cost $29.59 Unrealized
SPYM SPDR SERIES TRUST 0.1%
Value ($000) $846 Shares 11,637 Est. Cost $72.69 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $829 Shares 2,688 Est. Cost $208.44 Unrealized +45.1%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $818 Shares 5,353 Est. Cost $147.81 Unrealized +2.0%
FTSD FRANKLIN ETF TR 0.1%
Value ($000) $809 Shares 8,900 Est. Cost $90.34 Unrealized
USTB VICTORY PORTFOLIOS II 0.1%
Value ($000) $797 Shares 15,692 Est. Cost $50.65 Unrealized
BILS SPDR SERIES TRUST 0.1%
Value ($000) $795 Shares 8,000 Est. Cost $99.49 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $751 Shares 3,668 Est. Cost $176.46 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $744 Shares 15,034 Est. Cost $49.46 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $740 Shares 4,502 Est. Cost $151.41 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $737 Shares 6,554 Est. Cost $91.58 Unrealized
QMAG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $699 Shares 31,448 Est. Cost $20.86 Unrealized
MMM 3M CO 0.1%
Value ($000) $678 Shares 4,451 Est. Cost $114.37 Unrealized +23.5%
MUB ISHARES TR 0.1%
Value ($000) $631 Shares 6,036 Est. Cost $104.48 Unrealized
BUFS FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $609 Shares 28,945 Est. Cost $20.25 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $605 Shares 12,229 Est. Cost $49.39 Unrealized
QDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $604 Shares 20,598 Est. Cost $26.63 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $604 Shares 18,397 Est. Cost $30.34 Unrealized
IEV ISHARES TR 0.1%
Value ($000) $588 Shares 9,302 Est. Cost $63.25 Unrealized
BWXT BWX TECHNOLOGIES INC 0.1%
Value ($000) $562 Shares 3,903 Est. Cost $109.74 Unrealized +6.0%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $552 Shares 3,467 Est. Cost $163.19 Unrealized -1.5%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $546 Shares 4,924 Est. Cost $84.06 Unrealized +24.2%
GDX VANECK ETF TRUST 0.1%
Value ($000) $544 Shares 10,459 Est. Cost $45.22 Unrealized
FDG AMERICAN CENTY ETF TR 0.1%
Value ($000) $544 Shares 4,977 Est. Cost $104.06 Unrealized
VRP INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $513 Shares 20,995 Est. Cost $24.18 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $506 Shares 4,693 Est. Cost $102.49 Unrealized +2.0%
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $502 Shares 4,910 Est. Cost $99.07 Unrealized -12.7%
ICVT ISHARES TR 0.1%
Value ($000) $472 Shares 5,235 Est. Cost $82.56 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $453 Shares 2,489 Est. Cost $130.40 Unrealized +28.4%
OR OR ROYALTIES INC. 0.1%
Value ($000) $453 Shares 17,617 Est. Cost $24.09 Unrealized 0.0%
ILF ISHARES TR 0.0%
Value ($000) $433 Shares 16,503 Est. Cost $23.57 Unrealized
QMMY FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $429 Shares 18,255 Est. Cost $21.62 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $428 Shares 1,605 Est. Cost $178.07 Unrealized +44.6%
EPP ISHARES INC 0.0%
Value ($000) $421 Shares 8,536 Est. Cost $49.37 Unrealized
FFIV F5 INC 0.0%
Value ($000) $413 Shares 1,403 Est. Cost $216.46 Unrealized +27.6%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $396 Shares 5,706 Est. Cost $64.39 Unrealized +5.8%
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $393 Shares 15,512 Est. Cost $22.97 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $391 Shares 4,354 Est. Cost $71.74 Unrealized +17.2%
IJR ISHARES TR 0.0%
Value ($000) $387 Shares 3,545 Est. Cost $113.60 Unrealized
EME EMCOR GROUP INC 0.0%
Value ($000) $385 Shares 720 Est. Cost $431.82 Unrealized +2.1%
JHMM JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $382 Shares 6,256 Est. Cost $53.63 Unrealized
HODL VANECK BITCOIN ETF 0.0%
Value ($000) $366 Shares 12,004 Est. Cost $51.38 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value ($000) $365 Shares 29,856 Est. Cost $9.30 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $363 Shares 5,412 Est. Cost $64.01 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $353 Shares 3,855 Est. Cost $90.00 Unrealized -5.4%
FXF INVESCO CURRENCYSHARES SWISS 0.0%
Value ($000) $345 Shares 3,086 Est. Cost $111.80 Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $336 Shares 2,614 Est. Cost $97.15 Unrealized 0.0%
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $335 Shares 6,438 Est. Cost $45.91 Unrealized
BA BOEING CO 0.0%
Value ($000) $335 Shares 1,600 Est. Cost $174.41 Unrealized +8.3%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $335 Shares 3,950 Est. Cost $63.51 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $317 Shares 2,609 Est. Cost $99.11 Unrealized
FLRN SPDR SERIES TRUST 0.0%
Value ($000) $308 Shares 10,000 Est. Cost $30.82 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $304 Shares 3,286 Est. Cost $92.62 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $303 Shares 1,706 Est. Cost $177.78 Unrealized -7.3%
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $294 Shares 8,210 Est. Cost $30.31 Unrealized
FPXI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $293 Shares 5,192 Est. Cost $48.60 Unrealized
GJAN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $288 Shares 7,210 Est. Cost $37.67 Unrealized
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $286 Shares 707 Est. Cost $226.27 Unrealized +61.0%
V VISA INC 0.0%
Value ($000) $282 Shares 795 Est. Cost $278.95 Unrealized +24.4%
IVV ISHARES TR 0.0%
Value ($000) $275 Shares 443 Est. Cost $566.11 Unrealized
GSEP FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $271 Shares 7,391 Est. Cost $34.53 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $271 Shares 5,897 Est. Cost $45.95 Unrealized
JPM JPMORGAN CHASE & CO. 0.0%
Value ($000) $270 Shares 931 Est. Cost $252.67 Unrealized 0.0%
PFF ISHARES TR 0.0%
Value ($000) $267 Shares 8,687 Est. Cost $32.17 Unrealized
GAPR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $263 Shares 6,873 Est. Cost $37.57 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $256 Shares 900 Est. Cost $241.71 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $249 Shares 471 Est. Cost $415.97 Unrealized 0.0%
PCAR PACCAR INC 0.0%
Value ($000) $249 Shares 2,621 Est. Cost $103.77 Unrealized -12.8%
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $244 Shares 5,700 Est. Cost $42.74 Unrealized
TMFM RBB FD INC 0.0%
Value ($000) $240 Shares 9,008 Est. Cost $26.69 Unrealized
SMLF ISHARES TR 0.0%
Value ($000) $235 Shares 3,456 Est. Cost $67.95 Unrealized
XME SPDR SERIES TRUST 0.0%
Value ($000) $228 Shares 3,399 Est. Cost $67.22 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $228 Shares 297 Est. Cost $641.84 Unrealized 0.0%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $226 Shares 1,158 Est. Cost $195.01 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $220 Shares 1,553 Est. Cost $108.87 Unrealized 0.0%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $215 Shares 1,217 Est. Cost $176.74 Unrealized
CCJ CAMECO CORP 0.0%
Value ($000) $212 Shares 2,852 Est. Cost $53.26 Unrealized 0.0%
IJT ISHARES TR 0.0%
Value ($000) $209 Shares 1,571 Est. Cost $133.04 Unrealized
PICK ISHARES INC 0.0%
Value ($000) $209 Shares 5,549 Est. Cost $37.60 Unrealized
T AT&T INC 0.0%
Value ($000) $208 Shares 7,176 Est. Cost $26.96 Unrealized 0.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $207 Shares 1,400 Est. Cost $144.17 Unrealized 0.0%
VFQY VANGUARD WELLINGTON FD 0.0%
Value ($000) $206 Shares 1,433 Est. Cost $143.72 Unrealized
FIW FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $205 Shares 1,901 Est. Cost $107.98 Unrealized
SPMD SPDR SERIES TRUST 0.0%
Value ($000) $204 Shares 3,758 Est. Cost $54.38 Unrealized
SPPP SPROTT PHYSICAL PLAT PALLAD 0.0%
Value ($000) $193 Shares 16,445 Est. Cost $11.73 Unrealized
CDE COEUR MNG INC 0.0%
Value ($000) $125 Shares 14,162 Est. Cost $6.17 Unrealized +18.0%
IAG IAMGOLD CORP 0.0%
Value ($000) $123 Shares 16,725 Est. Cost $5.01 Unrealized +39.9%
MVIS MICROVISION INC DEL 0.0%
Value ($000) $44 Shares 38,472 Est. Cost $1.21 Unrealized -4.6%