Morse Asset Management, Inc Diversified Active

CIK: 0001705711 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 5, 2025

Total Value ($000): $396,161 (100.0% shares, 0.0% debt)

Holdings (339)

NVDA NVIDIA CORPORATION COM 5.5%
Value ($000) $21,668 Shares 199,923 Est. Cost $118.29 Unrealized +7.1%
META META PLATFORMS INC CL A 4.5%
Value ($000) $17,697 Shares 30,705 Est. Cost $512.12 Unrealized +25.6%
MSFT MICROSOFT CORP COM 4.3%
Value ($000) $17,215 Shares 45,859 Est. Cost $190.56 Unrealized +112.6%
AMZN AMAZON COM INC COM 4.3%
Value ($000) $16,942 Shares 89,049 Est. Cost $128.58 Unrealized +68.8%
GOOGL ALPHABET INC CAP STK CL A 3.0%
Value ($000) $11,938 Shares 77,199 Est. Cost $166.73 Unrealized +8.4%
AVGO BROADCOM INC COM 2.8%
Value ($000) $11,166 Shares 66,693 Est. Cost $158.01 Unrealized +32.8%
HD HOME DEPOT INC COM 2.6%
Value ($000) $10,330 Shares 28,185 Est. Cost $179.44 Unrealized +112.2%
LLY ELI LILLY & CO COM 2.3%
Value ($000) $9,101 Shares 11,019 Est. Cost $326.24 Unrealized +153.4%
AAPL APPLE INC COM 2.3%
Value ($000) $8,922 Shares 40,165 Est. Cost $113.73 Unrealized +102.9%
UNH UNITEDHEALTH GROUP INC COM 2.2%
Value ($000) $8,907 Shares 17,007 Est. Cost $548.40 Unrealized -8.9%
URI UNITED RENTALS INC COM 2.1%
Value ($000) $8,497 Shares 13,558 Est. Cost $241.29 Unrealized +182.7%
EVR EVERCORE INC CLASS A 2.1%
Value ($000) $8,370 Shares 41,910 Est. Cost $235.45 Unrealized +4.6%
AZO AUTOZONE INC COM 2.0%
Value ($000) $7,797 Shares 2,045 Est. Cost $1136.99 Unrealized +203.5%
BKNG BOOKING HOLDINGS INC COM 1.9%
Value ($000) $7,495 Shares 1,627 Est. Cost $3794.03 Unrealized +25.2%
ISRG INTUITIVE SURGICAL INC COM NEW 1.8%
Value ($000) $7,324 Shares 14,788 Est. Cost $465.56 Unrealized +18.8%
KLAC KLA CORP COM NEW 1.7%
Value ($000) $6,905 Shares 10,157 Est. Cost $163.46 Unrealized +337.4%
NFLX NETFLIX INC COM 1.7%
Value ($000) $6,608 Shares 7,086 Est. Cost $67.69 Unrealized +40.5%
LIN LINDE PLC SHS 1.6%
Value ($000) $6,513 Shares 13,988 Est. Cost $447.96 Unrealized -0.8%
COST COSTCO WHSL CORP NEW COM 1.6%
Value ($000) $6,310 Shares 6,672 Est. Cost $869.06 Unrealized +11.7%
XOM EXXON MOBIL CORP COM 1.6%
Value ($000) $6,285 Shares 52,842 Est. Cost $110.03 Unrealized -2.6%
MA MASTERCARD INCORPORATED CL A 1.4%
Value ($000) $5,462 Shares 9,965 Est. Cost $465.94 Unrealized +16.3%
PANW PALO ALTO NETWORKS INC COM 1.3%
Value ($000) $5,305 Shares 31,087 Est. Cost $141.96 Unrealized +30.3%
APO APOLLO GLOBAL MGMT INC COM 1.3%
Value ($000) $5,178 Shares 37,815 Est. Cost $114.02 Unrealized +33.2%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.3%
Value ($000) $5,140 Shares 9,652 Est. Cost $416.81 Unrealized +16.6%
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 1.3%
Value ($000) $5,137 Shares 99,214 Est. Cost $53.88 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 1.3%
Value ($000) $5,072 Shares 10,461 Est. Cost $479.44 Unrealized -2.8%
ICE INTERCONTINENTAL EXCHANGE INC COM 1.2%
Value ($000) $4,836 Shares 28,036 Est. Cost $152.04 Unrealized +6.6%
GE GE AEROSPACE COM NEW 1.2%
Value ($000) $4,813 Shares 24,049 Est. Cost $128.31 Unrealized +52.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 1.2%
Value ($000) $4,580 Shares 27,588 Est. Cost $127.38 Unrealized
MU MICRON TECHNOLOGY INC COM 1.1%
Value ($000) $4,537 Shares 52,220 Est. Cost $81.79 Unrealized +17.1%
CTAS CINTAS CORP COM 1.1%
Value ($000) $4,458 Shares 21,692 Est. Cost $164.40 Unrealized +20.3%
GS GOLDMAN SACHS GROUP INC COM 1.0%
Value ($000) $4,086 Shares 7,480 Est. Cost $532.41 Unrealized +10.9%
APOLLO GLOBAL MGMT INC SER A MAND CNV 0.9%
Value ($000) $3,537 Shares 48,320 Est. Cost $66.37 Unrealized
TSLA TESLA INC COM 0.9%
Value ($000) $3,423 Shares 13,207 Est. Cost $262.46 Unrealized +27.0%
FANG DIAMONDBACK ENERGY INC COM 0.9%
Value ($000) $3,399 Shares 21,260 Est. Cost $185.12 Unrealized -15.1%
VST VISTRA CORP COM 0.8%
Value ($000) $3,179 Shares 27,072 Est. Cost $130.10 Unrealized +14.2%
JNJ JOHNSON & JOHNSON COM 0.8%
Value ($000) $3,168 Shares 19,101 Est. Cost $106.24 Unrealized +43.5%
CVX CHEVRON CORP NEW COM 0.8%
Value ($000) $2,975 Shares 17,785 Est. Cost $106.41 Unrealized +41.4%
BA BOEING CO COM 0.7%
Value ($000) $2,908 Shares 17,052 Est. Cost $173.09 Unrealized 0.0%
PIMCO DYNAMIC INCOME FD SHS 0.7%
Value ($000) $2,794 Shares 141,106 Est. Cost $19.69 Unrealized
NOW SERVICENOW INC COM 0.7%
Value ($000) $2,762 Shares 3,469 Est. Cost $174.24 Unrealized +10.6%
RACE FERRARI N V COM 0.7%
Value ($000) $2,676 Shares 6,264 Est. Cost $448.89 Unrealized +0.2%
REGN REGENERON PHARMACEUTICALS COM 0.7%
Value ($000) $2,612 Shares 4,119 Est. Cost $874.62 Unrealized -21.7%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.6%
Value ($000) $2,456 Shares 16,755 Est. Cost $143.96 Unrealized +16.9%
SHW SHERWIN WILLIAMS CO COM 0.6%
Value ($000) $2,409 Shares 6,900 Est. Cost $236.43 Unrealized +47.2%
ADP AUTOMATIC DATA PROCESSING INC COM 0.6%
Value ($000) $2,388 Shares 7,816 Est. Cost $84.62 Unrealized +249.1%
BX BLACKSTONE INC COM 0.6%
Value ($000) $2,299 Shares 16,447 Est. Cost $143.69 Unrealized +10.1%
FTI TECHNIPFMC PLC COM 0.5%
Value ($000) $2,174 Shares 68,613 Est. Cost $26.34 Unrealized +13.2%
CRH CRH PLC ORD 0.5%
Value ($000) $2,168 Shares 24,650 Est. Cost $87.61 Unrealized +11.5%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.5%
Value ($000) $2,133 Shares 25,269 Est. Cost $39.16 Unrealized +124.2%
CMI CUMMINS INC COM 0.5%
Value ($000) $2,083 Shares 6,645 Est. Cost $265.59 Unrealized +30.3%
VRT VERTIV HOLDINGS CO COM CL A 0.5%
Value ($000) $2,042 Shares 28,287 Est. Cost $102.34 Unrealized +3.9%
NXPI NXP SEMICONDUCTORS N V COM 0.5%
Value ($000) $1,877 Shares 9,875 Est. Cost $244.07 Unrealized -14.2%
CALAMOS CONV & HIGH INCOME FD COM SHS 0.5%
Value ($000) $1,832 Shares 181,383 Est. Cost $11.61 Unrealized
WGS GENEDX HOLDINGS CORP COM CL A 0.5%
Value ($000) $1,808 Shares 20,411 Est. Cost $86.75 Unrealized 0.0%
MRK MERCK & CO INC COM 0.5%
Value ($000) $1,800 Shares 20,054 Est. Cost $112.96 Unrealized -20.2%
LRCX LAM RESEARCH CORP COM NEW 0.4%
Value ($000) $1,714 Shares 23,570 Est. Cost $76.32 Unrealized +2.3%
ARM ARM HOLDINGS PLC SPONSORED ADS 0.4%
Value ($000) $1,683 Shares 15,761 Est. Cost $110.77 Unrealized
BKR BAKER HUGHES COMPANY CL A 0.4%
Value ($000) $1,650 Shares 37,550 Est. Cost $34.64 Unrealized +26.5%
HWM HOWMET AEROSPACE INC COM 0.4%
Value ($000) $1,633 Shares 12,585 Est. Cost $46.84 Unrealized +170.6%
DIS DISNEY WALT CO COM 0.4%
Value ($000) $1,552 Shares 15,725 Est. Cost $113.07 Unrealized -6.0%
ALAB ASTERA LABS INC COM 0.4%
Value ($000) $1,548 Shares 25,939 Est. Cost $93.74 Unrealized -1.3%
ABBV ABBVIE INC COM 0.4%
Value ($000) $1,498 Shares 7,148 Est. Cost $178.69 Unrealized +6.0%
MMM 3M CO COM 0.4%
Value ($000) $1,486 Shares 10,116 Est. Cost $130.27 Unrealized +11.0%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.4%
Value ($000) $1,444 Shares 76,135 Est. Cost $24.08 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.3%
Value ($000) $1,323 Shares 2,658 Est. Cost $280.86 Unrealized +92.2%
SE SEA LTD SPONSORD ADS 0.3%
Value ($000) $1,311 Shares 10,047 Est. Cost $130.49 Unrealized
SNOW SNOWFLAKE INC CL A 0.3%
Value ($000) $1,277 Shares 8,736 Est. Cost $169.70 Unrealized 0.0%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.3%
Value ($000) $1,254 Shares 13,775 Est. Cost $98.10 Unrealized
GLD SPDR GOLD SHARES 0.3%
Value ($000) $1,249 Shares 4,335 Est. Cost $243.06 Unrealized
SLG SL GREEN RLTY CORP COM 0.3%
Value ($000) $1,232 Shares 21,350 Est. Cost $69.57 Unrealized
TJX TJX COS INC NEW COM 0.3%
Value ($000) $1,207 Shares 9,908 Est. Cost $110.81 Unrealized +8.4%
ISPY PROSHARES S&P 500 HIGH INCOME ETF 0.3%
Value ($000) $1,195 Shares 28,380 Est. Cost $44.25 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.3%
Value ($000) $1,144 Shares 3,246 Est. Cost $380.69 Unrealized +0.1%
BMY BRISTOL-MYERS SQUIBB CO COM 0.3%
Value ($000) $1,142 Shares 18,720 Est. Cost $53.04 Unrealized +4.6%
FICO FAIR ISAAC CORP COM 0.3%
Value ($000) $1,118 Shares 606 Est. Cost $1476.86 Unrealized +25.4%
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $1,104 Shares 4,105 Est. Cost $136.96 Unrealized +113.5%
DHI D R HORTON INC COM 0.3%
Value ($000) $1,085 Shares 8,533 Est. Cost $173.17 Unrealized -23.3%
KO COCA COLA CO COM 0.2%
Value ($000) $973 Shares 13,590 Est. Cost $38.42 Unrealized +69.1%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $953 Shares 3,050 Est. Cost $256.37 Unrealized +14.2%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.2%
Value ($000) $930 Shares 46,500 Est. Cost $2.34 Unrealized
SCCO SOUTHERN COPPER CORP COM 0.2%
Value ($000) $927 Shares 9,923 Est. Cost $96.30 Unrealized -8.2%
EBS EMERGENT BIOSOLUTIONS INC COM 0.2%
Value ($000) $911 Shares 187,464 Est. Cost $9.04 Unrealized -8.4%
TFC TRUIST FINL CORP COM 0.2%
Value ($000) $862 Shares 20,950 Est. Cost $42.69 Unrealized 0.0%
ONTO ONTO INNOVATION INC COM 0.2%
Value ($000) $858 Shares 7,069 Est. Cost $139.02 Unrealized +21.1%
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $858 Shares 5,033 Est. Cost $76.51 Unrealized +114.3%
WELL WELLTOWER INC COM 0.2%
Value ($000) $846 Shares 5,525 Est. Cost $140.06 Unrealized +0.2%
NDAQ NASDAQ INC COM 0.2%
Value ($000) $845 Shares 11,135 Est. Cost $51.97 Unrealized +49.7%
CSX CSX CORP COM 0.2%
Value ($000) $786 Shares 26,700 Est. Cost $25.35 Unrealized +23.5%
HLT HILTON WORLDWIDE HLDGS INC COM 0.2%
Value ($000) $770 Shares 3,382 Est. Cost $222.37 Unrealized +11.8%
BLK BLACKROCK INC COM 0.2%
Value ($000) $768 Shares 811 Est. Cost $962.81 Unrealized -0.1%
NVMI NOVA LTD COM 0.2%
Value ($000) $707 Shares 3,835 Est. Cost $214.71 Unrealized +7.6%
ANET ARISTA NETWORKS INC COM SHS 0.2%
Value ($000) $682 Shares 8,797 Est. Cost $102.84 Unrealized -1.4%
GEV GE VERNOVA INC COM 0.2%
Value ($000) $671 Shares 2,197 Est. Cost $244.09 Unrealized +42.6%
UBER UBER TECHNOLOGIES INC COM 0.2%
Value ($000) $664 Shares 9,110 Est. Cost $72.04 Unrealized +0.0%
SAP SAP SE SPON ADR 0.2%
Value ($000) $655 Shares 2,441 Est. Cost $268.44 Unrealized
EQH EQUITABLE HLDGS INC COM 0.2%
Value ($000) $635 Shares 12,200 Est. Cost $51.33 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. COM 0.2%
Value ($000) $630 Shares 2,569 Est. Cost $212.47 Unrealized +18.1%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.2%
Value ($000) $630 Shares 11,028 Est. Cost $59.51 Unrealized
SOXL DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES 0.2%
Value ($000) $607 Shares 38,028 Est. Cost $32.71 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $593 Shares 2,800 Est. Cost $145.24 Unrealized +36.6%
CHART INDS INC 6.75DP CNV PFD B 0.1%
Value ($000) $588 Shares 10,650 Est. Cost $51.19 Unrealized
SNPS SYNOPSYS INC COM 0.1%
Value ($000) $583 Shares 1,360 Est. Cost $456.37 Unrealized +6.4%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $578 Shares 8,150 Est. Cost $74.86 Unrealized -8.3%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $576 Shares 2,889 Est. Cost $220.01 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $562 Shares 6,000 Est. Cost $57.13 Unrealized +53.8%
BLACKSTONE LONG SHORT CR INCOM COM SHS BN INT 0.1%
Value ($000) $561 Shares 45,412 Est. Cost $12.68 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $530 Shares 8,355 Est. Cost $63.25 Unrealized +13.9%
SYK STRYKER CORPORATION COM 0.1%
Value ($000) $529 Shares 1,420 Est. Cost $331.99 Unrealized +13.6%
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $528 Shares 4,524 Est. Cost $65.87 Unrealized +91.1%
ORCL ORACLE CORP COM 0.1%
Value ($000) $517 Shares 3,697 Est. Cost $146.79 Unrealized +10.1%
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $505 Shares 1,500 Est. Cost $343.07 Unrealized +4.6%
MRVL MARVELL TECHNOLOGY INC COM 0.1%
Value ($000) $490 Shares 7,954 Est. Cost $94.24 Unrealized +2.6%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $486 Shares 1,474 Est. Cost $186.77 Unrealized +88.4%
EATON VANCE FLTING RATE INC TR COM 0.1%
Value ($000) $475 Shares 37,846 Est. Cost $12.87 Unrealized
PIPR PIPER SANDLER COMPANIES COM 0.1%
Value ($000) $471 Shares 1,900 Est. Cost $197.46 Unrealized +45.0%
OKE ONEOK INC NEW COM 0.1%
Value ($000) $457 Shares 4,601 Est. Cost $84.11 Unrealized +12.9%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $449 Shares 3,093 Est. Cost $114.62 Unrealized +45.4%
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $443 Shares 792 Est. Cost $573.76 Unrealized
ALBEMARLE CORP 7.25 DEP SHS A 0.1%
Value ($000) $429 Shares 11,989 Est. Cost $25.32 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $397 Shares 3,865 Est. Cost $62.29 Unrealized +78.5%
USD PROSHARES ULTRA SEMICONDUCTORS 0.1%
Value ($000) $374 Shares 9,259 Est. Cost $76.72 Unrealized
APAM ARTISAN PARTNERS ASSET MGMT IN CL A 0.1%
Value ($000) $330 Shares 8,435 Est. Cost $35.70 Unrealized +7.0%
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $326 Shares 8,612 Est. Cost $44.24 Unrealized -14.5%
PIMCO NEW YORK MUN FD II COM 0.1%
Value ($000) $310 Shares 43,777 Est. Cost $7.54 Unrealized
ARGX ARGENX SE SPONSORED ADR 0.1%
Value ($000) $293 Shares 495 Est. Cost $603.55 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $281 Shares 630 Est. Cost $300.07 Unrealized +49.4%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $276 Shares 538 Est. Cost $7.99 Unrealized
OWL BLUE OWL CAPITAL INC COM CL A 0.1%
Value ($000) $263 Shares 13,100 Est. Cost $18.04 Unrealized +24.7%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $253 Shares 700 Est. Cost $0.36 Unrealized
ADBE ADOBE INC COM 0.1%
Value ($000) $252 Shares 657 Est. Cost $548.46 Unrealized -21.8%
MIDU DIREXION DAILY MID CAP BULL 3X SHARES 0.1%
Value ($000) $250 Shares 6,052 Est. Cost $49.21 Unrealized
FRPT FRESHPET INC COM 0.1%
Value ($000) $244 Shares 2,937 Est. Cost $126.14 Unrealized -3.0%
FSLR FIRST SOLAR INC COM 0.1%
Value ($000) $242 Shares 1,917 Est. Cost $218.69 Unrealized -28.6%
IR INGERSOLL RAND INC COM 0.1%
Value ($000) $240 Shares 3,000 Est. Cost $92.82 Unrealized -6.2%
EQT EQT CORP COM 0.1%
Value ($000) $238 Shares 4,455 Est. Cost $50.54 Unrealized 0.0%
OSW ONESPAWORLD HOLDINGS LIMITED COM 0.1%
Value ($000) $236 Shares 14,050 Est. Cost $15.64 Unrealized +23.3%
BWXT BWX TECHNOLOGIES INC COM 0.1%
Value ($000) $234 Shares 2,375 Est. Cost $113.27 Unrealized -4.9%
GLPI GAMING & LEISURE PPTYS INC COM 0.1%
Value ($000) $234 Shares 4,600 Est. Cost $51.45 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.1%
Value ($000) $231 Shares 4,769 Est. Cost $42.93 Unrealized +23.4%
EOG EOG RES INC COM 0.1%
Value ($000) $229 Shares 1,786 Est. Cost $120.40 Unrealized +3.9%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.1%
Value ($000) $223 Shares 7,500 Est. Cost $35.04 Unrealized
TOST TOAST INC CL A 0.1%
Value ($000) $212 Shares 6,395 Est. Cost $37.44 Unrealized 0.0%
VLO VALERO ENERGY CORP COM 0.1%
Value ($000) $198 Shares 1,500 Est. Cost $129.37 Unrealized 0.0%
MDB MONGODB INC CL A 0.0%
Value ($000) $198 Shares 1,127 Est. Cost $264.53 Unrealized -7.9%
IOT SAMSARA INC COM CL A 0.0%
Value ($000) $192 Shares 5,000 Est. Cost $48.67 Unrealized -4.3%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $183 Shares 1,500 Est. Cost $105.91 Unrealized +4.4%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $176 Shares 2,050 Est. Cost $102.07 Unrealized -8.7%
ADMA ADMA BIOLOGICS INC COM 0.0%
Value ($000) $173 Shares 8,700 Est. Cost $18.48 Unrealized -6.4%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $155 Shares 990 Est. Cost $168.24 Unrealized +8.5%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $152 Shares 270 Est. Cost $587.02 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $149 Shares 900 Est. Cost $147.59 Unrealized +13.1%
CRS CARPENTER TECHNOLOGY CORP COM 0.0%
Value ($000) $145 Shares 802 Est. Cost $150.36 Unrealized +27.7%
LRGF ISHARES U.S. EQUITY FACTOR ETF 0.0%
Value ($000) $145 Shares 2,500 Est. Cost $60.35 Unrealized
HUBS HUBSPOT INC COM 0.0%
Value ($000) $145 Shares 253 Est. Cost $701.46 Unrealized 0.0%
AR ANTERO RESOURCES CORP COM 0.0%
Value ($000) $142 Shares 3,500 Est. Cost $38.35 Unrealized 0.0%
SSO PROSHARES ULTRA S&P 500 0.0%
Value ($000) $134 Shares 1,620 Est. Cost $90.17 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $129 Shares 857 Est. Cost $162.90 Unrealized -11.9%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $128 Shares 236 Est. Cost $586.52 Unrealized
BLACKROCK CORE BD TR SHS BEN INT 0.0%
Value ($000) $127 Shares 11,700 Est. Cost $12.04 Unrealized
CRM SALESFORCE INC COM 0.0%
Value ($000) $126 Shares 469 Est. Cost $309.64 Unrealized -0.2%
GEO GEO GROUP INC NEW COM 0.0%
Value ($000) $124 Shares 4,258 Est. Cost $15.79 Unrealized +81.5%
MCO MOODYS CORP COM 0.0%
Value ($000) $121 Shares 259 Est. Cost $473.16 Unrealized +1.1%
TEM TEMPUS AI INC CL A 0.0%
Value ($000) $117 Shares 2,423 Est. Cost $53.98 Unrealized 0.0%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $115 Shares 2,602 Est. Cost $35.97 Unrealized +15.1%
EPRT ESSENTIAL PPTYS RLTY TR INC COM 0.0%
Value ($000) $115 Shares 3,525 Est. Cost $33.23 Unrealized
V VISA INC COM CL A 0.0%
Value ($000) $114 Shares 326 Est. Cost $280.44 Unrealized +19.9%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $112 Shares 1,500 Est. Cost $33.03 Unrealized -3.4%
URTY PROSHARES ULTRAPRO RUSSELL2000 0.0%
Value ($000) $111 Shares 3,228 Est. Cost $51.94 Unrealized
WAT WATERS CORP COM 0.0%
Value ($000) $107 Shares 290 Est. Cost $325.56 Unrealized +18.9%
APP APPLOVIN CORP COM CL A 0.0%
Value ($000) $106 Shares 400 Est. Cost $344.61 Unrealized 0.0%
CDNA CAREDX INC COM 0.0%
Value ($000) $103 Shares 5,800 Est. Cost $21.54 Unrealized 0.0%
EXC EXELON CORP COM 0.0%
Value ($000) $101 Shares 2,201 Est. Cost $40.50 Unrealized +0.0%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $93 Shares 3,268 Est. Cost $26.14 Unrealized +2.1%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $93 Shares 850 Est. Cost $105.08 Unrealized +13.1%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $82 Shares 334 Est. Cost $216.92 Unrealized +3.0%
EXLS EXLSERVICE HOLDINGS INC COM 0.0%
Value ($000) $80 Shares 1,685 Est. Cost $44.91 Unrealized +7.1%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $79 Shares 500 Est. Cost $115.04 Unrealized +19.1%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $77 Shares 911 Est. Cost $88.00 Unrealized
ESLT ELBIT SYS LTD ORD 0.0%
Value ($000) $77 Shares 200 Est. Cost $189.80 Unrealized +69.6%
DUHP DIMENSIONAL US HIGH PROFITABILITY ETF 0.0%
Value ($000) $76 Shares 2,308 Est. Cost $33.79 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $76 Shares 1,000 Est. Cost $82.53 Unrealized
VTR VENTAS INC COM 0.0%
Value ($000) $69 Shares 1,000 Est. Cost $55.96 Unrealized +11.0%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $65 Shares 448 Est. Cost $163.95 Unrealized -11.5%
CW CURTISS WRIGHT CORP COM 0.0%
Value ($000) $63 Shares 200 Est. Cost $320.70 Unrealized +5.0%
RDDT REDDIT INC CL A 0.0%
Value ($000) $63 Shares 600 Est. Cost $165.28 Unrealized 0.0%
CECO CECO ENVIRONMENTAL CORP COM 0.0%
Value ($000) $63 Shares 2,750 Est. Cost $28.14 Unrealized -5.3%
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $60 Shares 435 Est. Cost $154.37 Unrealized +1.3%
AMZU DIREXION DAILY AMZN BULL 2X SHARES 0.0%
Value ($000) $59 Shares 1,968 Est. Cost $32.44 Unrealized
PHM PULTE GROUP INC COM 0.0%
Value ($000) $59 Shares 570 Est. Cost $114.94 Unrealized -6.7%
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.0%
Value ($000) $55 Shares 500 Est. Cost $106.00 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $52 Shares 389 Est. Cost $135.07 Unrealized
AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 0.0%
Value ($000) $51 Shares 741 Est. Cost $76.15 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $47 Shares 300 Est. Cost $129.38 Unrealized +9.5%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $53.05 Unrealized
TMF DIREXION DAILY 20 YEAR TREASURY BULL 3X SHARES 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $40.11 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $43 Shares 175 Est. Cost $281.24 Unrealized -9.8%
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $42 Shares 400 Est. Cost $135.60 Unrealized -11.5%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $41 Shares 241 Est. Cost $178.08 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $41 Shares 214 Est. Cost $190.88 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $40 Shares 391 Est. Cost $102.26 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $39 Shares 2,000 Est. Cost $23.78 Unrealized 0.0%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $37 Shares 250 Est. Cost $154.02 Unrealized
ARDT ARDENT HEALTH PARTNERS INC COM 0.0%
Value ($000) $36 Shares 2,600 Est. Cost $14.59 Unrealized 0.0%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $36 Shares 180 Est. Cost $200.37 Unrealized
SMLF ISHARES U.S. SMALLCAP EQUITY FACTOR ETF 0.0%
Value ($000) $35 Shares 569 Est. Cost $67.50 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $35 Shares 999 Est. Cost $47.92 Unrealized -25.0%
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $34 Shares 155 Est. Cost $211.83 Unrealized
CYBERARK SOFTWARE LTD SHS 0.0%
Value ($000) $34 Shares 100 Est. Cost $338.00 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $33 Shares 177 Est. Cost $230.59 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $33 Shares 371 Est. Cost $91.43 Unrealized
FAS DIREXION DAILY FINANCIAL BULL 3X SHARES 0.0%
Value ($000) $33 Shares 208 Est. Cost $153.54 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $30 Shares 128 Est. Cost $269.39 Unrealized 0.0%
DOUBLELINE OPPORTUNISTIC CR FD COM 0.0%
Value ($000) $26 Shares 1,665 Est. Cost $15.63 Unrealized
XPCKX PIMCO CALIF MUN INCOME FD II COM 0.0%
Value ($000) $25 Shares 4,515 Est. Cost $6.09 Unrealized
RTX RTX CORPORATION COM 0.0%
Value ($000) $23 Shares 170 Est. Cost $116.71 Unrealized +6.9%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $20 Shares 10 Est. Cost $1921.36 Unrealized +3.3%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $18 Shares 251 Est. Cost $97.21 Unrealized -17.9%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $18 Shares 68 Est. Cost $276.08 Unrealized -0.6%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $18 Shares 244 Est. Cost $64.43 Unrealized +14.4%
WMT WALMART INC COM 0.0%
Value ($000) $17 Shares 195 Est. Cost $89.27 Unrealized +4.1%
LSCC LATTICE SEMICONDUCTOR CORP COM 0.0%
Value ($000) $17 Shares 320 Est. Cost $56.39 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $17 Shares 299 Est. Cost $51.16 Unrealized +3.1%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $17 Shares 95 Est. Cost $167.50 Unrealized +9.5%
COHEN & STEERS QUALITY INCOME COM 0.0%
Value ($000) $16 Shares 1,297 Est. Cost $14.00 Unrealized
PEN PENUMBRA INC COM 0.0%
Value ($000) $16 Shares 60 Est. Cost $252.53 Unrealized +7.1%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $15 Shares 65 Est. Cost $233.00 Unrealized +2.7%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $15 Shares 195 Est. Cost $86.82 Unrealized
DOCS DOXIMITY INC CL A 0.0%
Value ($000) $15 Shares 263 Est. Cost $33.35 Unrealized +89.3%
VRME VERIFYME INC COM NEW 0.0%
Value ($000) $15 Shares 22,420 Est. Cost $1.38 Unrealized +0.8%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $15 Shares 354 Est. Cost $40.88 Unrealized +6.7%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $14 Shares 100 Est. Cost $151.62 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $14 Shares 53 Est. Cost $245.41 Unrealized 0.0%
UNP UNION PAC CORP COM 0.0%
Value ($000) $14 Shares 59 Est. Cost $235.15 Unrealized +0.2%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $14 Shares 552 Est. Cost $47.22 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $14 Shares 50 Est. Cost $343.46 Unrealized -10.2%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $13 Shares 144 Est. Cost $87.80 Unrealized
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $13 Shares 600 Est. Cost $18.23 Unrealized +14.4%
TMHC TAYLOR MORRISON HOME CORP COM 0.0%
Value ($000) $12 Shares 200 Est. Cost $68.25 Unrealized -8.8%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $11 Shares 92 Est. Cost $119.26 Unrealized 0.0%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $11 Shares 47 Est. Cost $218.39 Unrealized 0.0%
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $11 Shares 284 Est. Cost $39.27 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $11 Shares 215 Est. Cost $61.26 Unrealized -11.2%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $10 Shares 38 Est. Cost $243.03 Unrealized 0.0%
ASPN ASPEN AEROGELS INC COM 0.0%
Value ($000) $10 Shares 1,570 Est. Cost $25.02 Unrealized -61.5%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $10 Shares 125 Est. Cost $68.96 Unrealized +18.3%
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value ($000) $9 Shares 20 Est. Cost $485.19 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $9 Shares 116 Est. Cost $83.29 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $9 Shares 154 Est. Cost $55.43 Unrealized 0.0%
SPXL DIREXION DAILY S&P 500 BULL 3X SHARES 0.0%
Value ($000) $8 Shares 60 Est. Cost $163.95 Unrealized
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $8 Shares 36 Est. Cost $252.23 Unrealized 0.0%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $8 Shares 54 Est. Cost $171.16 Unrealized -6.7%
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $8 Shares 58 Est. Cost $146.88 Unrealized +7.6%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $8 Shares 60 Est. Cost $102.34 Unrealized +23.0%
SOUN SOUNDHOUND AI INC CLASS A COM 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $12.46 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $8 Shares 74 Est. Cost $93.04 Unrealized +5.8%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $8 Shares 37 Est. Cost $189.52 Unrealized 0.0%
NVR NVR INC COM 0.0%
Value ($000) $7 Shares 1 Est. Cost $9106.63 Unrealized -16.5%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $7 Shares 30 Est. Cost $219.92 Unrealized +3.9%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $7 Shares 75 Est. Cost $117.29 Unrealized -11.1%
NUVEEN VIRGINIA QLTY MUNCPL FD COM 0.0%
Value ($000) $7 Shares 551 Est. Cost $11.94 Unrealized
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $6 Shares 109 Est. Cost $59.21 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $53.80 Unrealized +13.9%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $6 Shares 33 Est. Cost $186.79 Unrealized 0.0%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $6 Shares 49 Est. Cost $109.92 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $6 Shares 44 Est. Cost $107.07 Unrealized +17.2%
GGLL DIREXION DAILY GOOGL BULL 2X SHARES 0.0%
Value ($000) $6 Shares 197 Est. Cost $37.70 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $6 Shares 218 Est. Cost $24.87 Unrealized -0.7%
MET METLIFE INC COM 0.0%
Value ($000) $5 Shares 68 Est. Cost $81.16 Unrealized 0.0%
FTAI FTAI AVIATION LTD SHS 0.0%
Value ($000) $5 Shares 48 Est. Cost $121.57 Unrealized -3.7%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $5 Shares 24 Est. Cost $209.57 Unrealized 0.0%
TER TERADYNE INC COM 0.0%
Value ($000) $5 Shares 62 Est. Cost $111.43 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $5 Shares 10 Est. Cost $470.02 Unrealized 0.0%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $5 Shares 51 Est. Cost $82.83 Unrealized +21.9%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $5 Shares 8 Est. Cost $648.59 Unrealized 0.0%
PENGUIN SOLUTIONS INC SHS 0.0%
Value ($000) $5 Shares 275 Est. Cost $17.37 Unrealized
TSLL DIREXION DAILY TSLA BULL 2X SHARES 0.0%
Value ($000) $5 Shares 500 Est. Cost $9.52 Unrealized
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $5 Shares 75 Est. Cost $59.23 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $5 Shares 35 Est. Cost $135.43 Unrealized
WWD WOODWARD INC COM 0.0%
Value ($000) $5 Shares 25 Est. Cost $183.99 Unrealized 0.0%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $4 Shares 110 Est. Cost $43.38 Unrealized 0.0%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $4 Shares 10 Est. Cost $423.10 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $4 Shares 56 Est. Cost $73.50 Unrealized
FEZ SPDR EURO STOXX 50 ETF 0.0%
Value ($000) $4 Shares 75 Est. Cost $54.41 Unrealized
DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $41.19 Unrealized
VIRT VIRTU FINL INC CL A 0.0%
Value ($000) $4 Shares 104 Est. Cost $28.51 Unrealized +30.5%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $4 Shares 6 Est. Cost $662.67 Unrealized
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $4 Shares 7 Est. Cost $585.29 Unrealized 0.0%
ROAD CONSTRUCTION PARTNERS INC COM CL A 0.0%
Value ($000) $4 Shares 50 Est. Cost $78.80 Unrealized 0.0%
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value ($000) $4 Shares 62 Est. Cost $62.20 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $4 Shares 41 Est. Cost $96.39 Unrealized
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $34.02 Unrealized
VIPER ENERGY INC CL A 0.0%
Value ($000) $3 Shares 75 Est. Cost $45.11 Unrealized
PODD INSULET CORP COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $251.84 Unrealized +7.5%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $3 Shares 36 Est. Cost $80.44 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $290.70 Unrealized -4.3%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $123.63 Unrealized 0.0%
ECL ECOLAB INC COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $249.61 Unrealized 0.0%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $3 Shares 8 Est. Cost $366.00 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $28.24 Unrealized -13.6%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $536.17 Unrealized -5.8%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $245.29 Unrealized 0.0%
GTLS CHART INDS INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $131.30 Unrealized +40.3%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $2 Shares 56 Est. Cost $41.46 Unrealized
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $2 Shares 9 Est. Cost $230.49 Unrealized
AMR ALPHA METALLURGICAL RESOUR INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $255.46 Unrealized -36.3%
INTC INTEL CORP COM 0.0%
Value ($000) $2 Shares 79 Est. Cost $24.89 Unrealized -12.1%
CELH CELSIUS HLDGS INC COM NEW 0.0%
Value ($000) $2 Shares 50 Est. Cost $34.59 Unrealized -21.2%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $63.91 Unrealized -13.3%
OS ONESTREAM INC CL A 0.0%
Value ($000) $2 Shares 80 Est. Cost $29.47 Unrealized -13.0%
CME CME GROUP INC COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $242.42 Unrealized 0.0%
HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF 0.0%
Value ($000) $2 Shares 25 Est. Cost $61.32 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $1 Shares 29 Est. Cost $48.52 Unrealized
ITB ISHARES U.S. HOME CONSTRUCTION ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $127.13 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $122.91 Unrealized
METV ROUNDHILL BALL METAVERSE ETF 0.0%
Value ($000) $1 Shares 100 Est. Cost $13.49 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $1 Shares 15 Est. Cost $83.75 Unrealized +2.5%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $1 Shares 57 Est. Cost $19.86 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $49.54 Unrealized +5.2%
FLNC FLUENCE ENERGY INC COM CL A 0.0%
Value ($000) $1 Shares 180 Est. Cost $18.16 Unrealized -47.3%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $117.00 Unrealized
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $1 Shares 18 Est. Cost $45.22 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $192.96 Unrealized -5.6%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $62.30 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $141.02 Unrealized -14.8%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $188.97 Unrealized +26.7%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $47.50 Unrealized
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $0 Shares 20 Est. Cost $22.87 Unrealized +14.5%
HPQ HP INC COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $33.25 Unrealized -8.7%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $0 Shares 4 Est. Cost $60.14 Unrealized +23.8%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $18.38 Unrealized +5.6%
LIVEPERSON INC COM 0.0%
Value ($000) $0 Shares 250 Est. Cost $1.28 Unrealized
PENN PENN ENTERTAINMENT INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $19.05 Unrealized +2.6%
PLBY PLBY GROUP INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.71 Unrealized +118.6%
ABAT AMERICAN BATTERY TECHNOLOGY COM NEW 0.0%
Value ($000) $0 Shares 67 Est. Cost $1.04 Unrealized +30.4%
SHLS SHOALS TECHNOLOGIES GROUP INC CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $5.98 Unrealized -30.5%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $0 Shares 3 Est. Cost $10.67 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $0 Shares 2 Est. Cost $7.81 Unrealized +33.8%
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $10.81 Unrealized -7.3%