Morse Asset Management, Inc Diversified Active

CIK: 0001705711 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 15, 2025

Total Value ($000): $456,381 (100.0% shares, 0.0% debt)

Holdings (362)

NVDA NVIDIA CORPORATION COM 6.8%
Value ($000) $31,234 Shares 197,695 Est. Cost $118.29 Unrealized +6.4%
META META PLATFORMS INC CL A 4.9%
Value ($000) $22,397 Shares 30,345 Est. Cost $512.12 Unrealized +20.4%
MSFT MICROSOFT CORP COM 4.7%
Value ($000) $21,374 Shares 42,971 Est. Cost $190.56 Unrealized +126.9%
AMZN AMAZON COM INC COM 4.3%
Value ($000) $19,726 Shares 89,913 Est. Cost $128.58 Unrealized +53.9%
AVGO BROADCOM INC COM 3.9%
Value ($000) $17,969 Shares 65,188 Est. Cost $158.01 Unrealized +36.7%
EVR EVERCORE INC CLASS A 2.3%
Value ($000) $10,581 Shares 39,186 Est. Cost $235.45 Unrealized -7.3%
URI UNITED RENTALS INC COM 2.2%
Value ($000) $10,071 Shares 13,367 Est. Cost $241.29 Unrealized +175.8%
GOOGL ALPHABET INC CAP STK CL A 2.2%
Value ($000) $9,943 Shares 56,419 Est. Cost $166.73 Unrealized -2.1%
BKNG BOOKING HOLDINGS INC COM 2.1%
Value ($000) $9,402 Shares 1,624 Est. Cost $3794.03 Unrealized +34.3%
NFLX NETFLIX INC COM 2.0%
Value ($000) $9,292 Shares 6,939 Est. Cost $67.69 Unrealized +67.0%
KLAC KLA CORP COM NEW 1.9%
Value ($000) $8,557 Shares 9,553 Est. Cost $163.46 Unrealized +358.0%
LLY ELI LILLY & CO COM 1.9%
Value ($000) $8,537 Shares 10,951 Est. Cost $326.24 Unrealized +137.1%
ISRG INTUITIVE SURGICAL INC COM NEW 1.7%
Value ($000) $7,854 Shares 14,453 Est. Cost $465.56 Unrealized +12.3%
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 1.7%
Value ($000) $7,795 Shares 143,292 Est. Cost $54.04 Unrealized
HD HOME DEPOT INC COM 1.4%
Value ($000) $6,580 Shares 17,947 Est. Cost $179.44 Unrealized +98.3%
COST COSTCO WHSL CORP NEW COM 1.4%
Value ($000) $6,310 Shares 6,374 Est. Cost $869.06 Unrealized +14.0%
LIN LINDE PLC SHS 1.4%
Value ($000) $6,305 Shares 13,438 Est. Cost $447.96 Unrealized +1.0%
PANW PALO ALTO NETWORKS INC COM 1.4%
Value ($000) $6,268 Shares 30,628 Est. Cost $141.96 Unrealized +30.8%
GE GE AEROSPACE COM NEW 1.4%
Value ($000) $6,195 Shares 24,069 Est. Cost $128.31 Unrealized +70.4%
AZO AUTOZONE INC COM 1.4%
Value ($000) $6,177 Shares 1,664 Est. Cost $1136.99 Unrealized +224.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 1.3%
Value ($000) $6,156 Shares 27,178 Est. Cost $127.38 Unrealized
MU MICRON TECHNOLOGY INC COM 1.3%
Value ($000) $6,019 Shares 48,835 Est. Cost $81.79 Unrealized +14.0%
GS GOLDMAN SACHS GROUP INC COM 1.2%
Value ($000) $5,442 Shares 7,689 Est. Cost $533.48 Unrealized +7.2%
ICE INTERCONTINENTAL EXCHANGE INC COM 1.2%
Value ($000) $5,391 Shares 29,386 Est. Cost $152.89 Unrealized +11.5%
APO APOLLO GLOBAL MGMT INC COM 1.2%
Value ($000) $5,306 Shares 37,397 Est. Cost $114.02 Unrealized +15.2%
UNH UNITEDHEALTH GROUP INC COM 1.2%
Value ($000) $5,299 Shares 16,986 Est. Cost $548.40 Unrealized -31.6%
VST VISTRA CORP COM 1.0%
Value ($000) $4,789 Shares 24,708 Est. Cost $130.10 Unrealized +13.3%
CTAS CINTAS CORP COM 1.0%
Value ($000) $4,787 Shares 21,477 Est. Cost $164.40 Unrealized +30.2%
MA MASTERCARD INCORPORATED CL A 1.0%
Value ($000) $4,706 Shares 8,375 Est. Cost $465.94 Unrealized +18.4%
AAPL APPLE INC COM 1.0%
Value ($000) $4,689 Shares 22,852 Est. Cost $113.73 Unrealized +77.1%
VRTX VERTEX PHARMACEUTICALS INC COM 1.0%
Value ($000) $4,580 Shares 10,287 Est. Cost $479.44 Unrealized -3.9%
QQQ INVESCO QQQ TRUST SERIES I 1.0%
Value ($000) $4,534 Shares 8,220 Est. Cost $551.48 Unrealized
TSLA TESLA INC COM 1.0%
Value ($000) $4,453 Shares 14,018 Est. Cost $264.71 Unrealized +13.8%
BA BOEING CO COM 0.9%
Value ($000) $4,174 Shares 19,923 Est. Cost $175.36 Unrealized +7.7%
SPY SPDR S&P 500 ETF TRUST 0.9%
Value ($000) $4,069 Shares 6,585 Est. Cost $612.55 Unrealized
NOW SERVICENOW INC COM 0.8%
Value ($000) $3,586 Shares 3,488 Est. Cost $174.24 Unrealized +8.3%
APOLLO GLOBAL MGMT INC SER A MAND CNV 0.8%
Value ($000) $3,559 Shares 47,475 Est. Cost $66.37 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.8%
Value ($000) $3,542 Shares 25,981 Est. Cost $41.30 Unrealized +184.0%
PIMCO DYNAMIC INCOME FD SHS 0.8%
Value ($000) $3,531 Shares 186,143 Est. Cost $19.51 Unrealized
VRT VERTIV HOLDINGS CO COM CL A 0.8%
Value ($000) $3,454 Shares 26,899 Est. Cost $102.34 Unrealized -5.1%
XOM EXXON MOBIL CORP COM 0.7%
Value ($000) $3,243 Shares 30,082 Est. Cost $110.03 Unrealized -5.0%
ALAB ASTERA LABS INC COM 0.7%
Value ($000) $3,041 Shares 33,628 Est. Cost $90.37 Unrealized -12.6%
HWM HOWMET AEROSPACE INC COM 0.7%
Value ($000) $3,034 Shares 16,302 Est. Cost $71.19 Unrealized +115.8%
RACE FERRARI N V COM 0.7%
Value ($000) $2,994 Shares 6,105 Est. Cost $448.89 Unrealized +3.5%
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $2,868 Shares 18,774 Est. Cost $106.24 Unrealized +42.0%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.6%
Value ($000) $2,851 Shares 16,461 Est. Cost $143.96 Unrealized +7.9%
GLD SPDR GOLD SHARES 0.6%
Value ($000) $2,670 Shares 8,760 Est. Cost $274.26 Unrealized
WGS GENEDX HOLDINGS CORP COM CL A 0.6%
Value ($000) $2,528 Shares 27,385 Est. Cost $84.65 Unrealized -7.3%
SNOW SNOWFLAKE INC COM SHS 0.6%
Value ($000) $2,516 Shares 11,245 Est. Cost $172.18 Unrealized +5.0%
NXPI NXP SEMICONDUCTORS N V COM 0.5%
Value ($000) $2,435 Shares 11,145 Est. Cost $238.23 Unrealized -19.1%
SHW SHERWIN WILLIAMS CO COM 0.5%
Value ($000) $2,370 Shares 6,901 Est. Cost $236.43 Unrealized +45.7%
ARM ARM HOLDINGS PLC SPONSORED ADS 0.5%
Value ($000) $2,356 Shares 14,566 Est. Cost $110.77 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.5%
Value ($000) $2,349 Shares 7,616 Est. Cost $84.62 Unrealized +257.3%
LRCX LAM RESEARCH CORP COM NEW 0.5%
Value ($000) $2,324 Shares 23,870 Est. Cost $76.35 Unrealized +3.3%
FTI TECHNIPFMC PLC COM 0.5%
Value ($000) $2,296 Shares 66,663 Est. Cost $26.34 Unrealized +14.1%
AMD ADVANCED MICRO DEVICES INC COM 0.5%
Value ($000) $2,250 Shares 15,855 Est. Cost $97.51 Unrealized +11.6%
CRWD CROWDSTRIKE HLDGS INC CL A 0.5%
Value ($000) $2,226 Shares 4,371 Est. Cost $394.30 Unrealized +10.0%
CALAMOS CONV & HIGH INCOME FD COM SHS 0.5%
Value ($000) $2,132 Shares 193,970 Est. Cost $11.57 Unrealized
FSLR FIRST SOLAR INC COM 0.4%
Value ($000) $1,998 Shares 12,070 Est. Cost $158.92 Unrealized -7.1%
BEN FRANKLIN RESOURCES INC COM 0.4%
Value ($000) $1,957 Shares 82,070 Est. Cost $19.79 Unrealized 0.0%
GEV GE VERNOVA INC COM 0.4%
Value ($000) $1,953 Shares 3,690 Est. Cost $313.63 Unrealized +32.6%
DIS DISNEY WALT CO COM 0.4%
Value ($000) $1,952 Shares 15,740 Est. Cost $113.07 Unrealized -9.1%
SE SEA LTD SPONSORD ADS 0.4%
Value ($000) $1,946 Shares 12,168 Est. Cost $135.62 Unrealized
MRK MERCK & CO INC COM 0.4%
Value ($000) $1,725 Shares 21,787 Est. Cost $110.13 Unrealized -29.7%
MMM 3M CO COM 0.3%
Value ($000) $1,568 Shares 10,301 Est. Cost $130.46 Unrealized +8.3%
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $1,541 Shares 10,765 Est. Cost $106.41 Unrealized +28.7%
BX BLACKSTONE INC COM 0.3%
Value ($000) $1,503 Shares 10,051 Est. Cost $143.69 Unrealized -6.0%
FANG DIAMONDBACK ENERGY INC COM 0.3%
Value ($000) $1,493 Shares 10,867 Est. Cost $185.12 Unrealized -26.4%
LNG CHENIERE ENERGY INC COM NEW 0.3%
Value ($000) $1,459 Shares 5,991 Est. Cost $231.60 Unrealized 0.0%
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $1,456 Shares 4,563 Est. Cost $151.26 Unrealized +84.7%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.3%
Value ($000) $1,366 Shares 15,476 Est. Cost $97.02 Unrealized
BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF 0.3%
Value ($000) $1,352 Shares 12,000 Est. Cost $112.68 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.3%
Value ($000) $1,350 Shares 14,470 Est. Cost $75.85 Unrealized +8.5%
IBIT ISHARES BITCOIN TRUST ETF 0.3%
Value ($000) $1,347 Shares 22,000 Est. Cost $60.84 Unrealized
MS MORGAN STANLEY COM NEW 0.3%
Value ($000) $1,332 Shares 9,455 Est. Cost $94.60 Unrealized +27.9%
TJX TJX COS INC NEW COM 0.3%
Value ($000) $1,328 Shares 10,756 Est. Cost $112.00 Unrealized +12.4%
EBS EMERGENT BIOSOLUTIONS INC COM 0.3%
Value ($000) $1,327 Shares 208,044 Est. Cost $8.71 Unrealized -34.3%
ABBV ABBVIE INC COM 0.3%
Value ($000) $1,299 Shares 6,998 Est. Cost $178.69 Unrealized +2.2%
SLG SL GREEN RLTY CORP COM 0.3%
Value ($000) $1,267 Shares 20,475 Est. Cost $69.57 Unrealized
ISPY PROSHARES S&P 500 HIGH INCOME ETF 0.3%
Value ($000) $1,261 Shares 29,725 Est. Cost $44.17 Unrealized
SAP SAP SE SPON ADR 0.3%
Value ($000) $1,250 Shares 4,112 Est. Cost $282.93 Unrealized
VIK VIKING HOLDINGS LTD ORD SHS 0.3%
Value ($000) $1,239 Shares 23,249 Est. Cost $44.14 Unrealized 0.0%
ANET ARISTA NETWORKS INC COM SHS 0.3%
Value ($000) $1,228 Shares 12,000 Est. Cost $98.48 Unrealized -12.1%
SOXL DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES 0.3%
Value ($000) $1,205 Shares 47,970 Est. Cost $31.13 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $1,129 Shares 2,325 Est. Cost $416.81 Unrealized +21.8%
BLK BLACKROCK INC COM 0.2%
Value ($000) $1,124 Shares 1,071 Est. Cost $955.59 Unrealized -2.4%
EAGL EAGLE CAPITAL SELECT EQUITY ETF 0.2%
Value ($000) $1,102 Shares 36,500 Est. Cost $30.18 Unrealized
NVMI NOVA LTD COM 0.2%
Value ($000) $1,071 Shares 3,890 Est. Cost $214.55 Unrealized -5.2%
SCCO SOUTHERN COPPER CORP COM 0.2%
Value ($000) $1,010 Shares 9,988 Est. Cost $96.30 Unrealized -9.6%
NDAQ NASDAQ INC COM 0.2%
Value ($000) $991 Shares 11,080 Est. Cost $51.97 Unrealized +52.3%
KO COCA COLA CO COM 0.2%
Value ($000) $990 Shares 13,990 Est. Cost $39.32 Unrealized +77.5%
EQT EQT CORP COM 0.2%
Value ($000) $969 Shares 16,619 Est. Cost $52.76 Unrealized +1.5%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.2%
Value ($000) $962 Shares 52,500 Est. Cost $4.17 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $956 Shares 2,358 Est. Cost $280.86 Unrealized +48.5%
HLT HILTON WORLDWIDE HLDGS INC COM 0.2%
Value ($000) $938 Shares 3,521 Est. Cost $222.97 Unrealized +6.6%
KMI KINDER MORGAN INC DEL COM 0.2%
Value ($000) $914 Shares 31,075 Est. Cost $26.70 Unrealized +0.2%
CSX CSX CORP COM 0.2%
Value ($000) $837 Shares 25,650 Est. Cost $25.35 Unrealized +17.5%
TLN TALEN ENERGY CORP COM 0.2%
Value ($000) $833 Shares 2,865 Est. Cost $237.27 Unrealized 0.0%
ADMA ADMA BIOLOGICS INC COM 0.2%
Value ($000) $801 Shares 44,009 Est. Cost $20.01 Unrealized +1.9%
COIN COINBASE GLOBAL INC COM CL A 0.2%
Value ($000) $794 Shares 2,266 Est. Cost $233.78 Unrealized 0.0%
DHI D R HORTON INC COM 0.2%
Value ($000) $772 Shares 5,985 Est. Cost $173.17 Unrealized -29.4%
JPM JPMORGAN CHASE & CO. COM 0.2%
Value ($000) $770 Shares 2,657 Est. Cost $213.80 Unrealized +18.2%
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $749 Shares 4,703 Est. Cost $76.51 Unrealized +110.1%
ON ON SEMICONDUCTOR CORP COM 0.2%
Value ($000) $729 Shares 13,901 Est. Cost $43.47 Unrealized 0.0%
EQH EQUITABLE HLDGS INC COM 0.2%
Value ($000) $712 Shares 12,690 Est. Cost $51.31 Unrealized -1.2%
ORCL ORACLE CORP COM 0.2%
Value ($000) $712 Shares 3,255 Est. Cost $146.79 Unrealized +9.5%
USD PROSHARES ULTRA SEMICONDUCTORS 0.2%
Value ($000) $709 Shares 9,577 Est. Cost $76.63 Unrealized
SNPS SYNOPSYS INC COM 0.2%
Value ($000) $697 Shares 1,360 Est. Cost $456.37 Unrealized +2.1%
CHART INDS INC 6.75DP CNV PFD B 0.1%
Value ($000) $665 Shares 10,975 Est. Cost $51.47 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $656 Shares 1,500 Est. Cost $343.07 Unrealized +14.6%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $652 Shares 2,800 Est. Cost $145.24 Unrealized +37.5%
NET CLOUDFLARE INC CL A COM 0.1%
Value ($000) $646 Shares 3,300 Est. Cost $145.18 Unrealized 0.0%
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $608 Shares 14,150 Est. Cost $42.69 Unrealized -11.0%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $596 Shares 2,764 Est. Cost $220.01 Unrealized
APP APPLOVIN CORP COM CL A 0.1%
Value ($000) $595 Shares 1,700 Est. Cost $329.01 Unrealized -1.5%
NKE NIKE INC CL B 0.1%
Value ($000) $573 Shares 8,060 Est. Cost $63.25 Unrealized -6.6%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $568 Shares 1,464 Est. Cost $186.77 Unrealized +77.1%
PIPR PIPER SANDLER COMPANIES COM 0.1%
Value ($000) $567 Shares 2,040 Est. Cost $201.01 Unrealized +24.0%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $566 Shares 8,150 Est. Cost $74.86 Unrealized -9.0%
SYK STRYKER CORPORATION COM 0.1%
Value ($000) $566 Shares 1,430 Est. Cost $331.99 Unrealized +11.9%
BLACKSTONE LONG SHORT CR INCOM COM SHS BN INT 0.1%
Value ($000) $557 Shares 44,889 Est. Cost $12.68 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $545 Shares 6,000 Est. Cost $57.13 Unrealized +57.6%
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $531 Shares 12,252 Est. Cost $42.29 Unrealized -10.9%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $483 Shares 2,641 Est. Cost $114.62 Unrealized +37.4%
EATON VANCE FLTING RATE INC TR COM 0.1%
Value ($000) $478 Shares 38,277 Est. Cost $12.86 Unrealized
PIMCO NEW YORK MUN FD II COM 0.1%
Value ($000) $438 Shares 65,160 Est. Cost $7.27 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $429 Shares 7,547 Est. Cost $59.51 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.1%
Value ($000) $417 Shares 795 Est. Cost $874.62 Unrealized -36.4%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.1%
Value ($000) $410 Shares 534 Est. Cost $641.84 Unrealized 0.0%
ALBEMARLE CORP 7.25 DEP SHS A 0.1%
Value ($000) $383 Shares 11,923 Est. Cost $25.32 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.1%
Value ($000) $382 Shares 6,600 Est. Cost $54.42 Unrealized 0.0%
APAM ARTISAN PARTNERS ASSET MGMT IN CL A 0.1%
Value ($000) $374 Shares 8,435 Est. Cost $35.70 Unrealized +3.3%
CMI CUMMINS INC COM 0.1%
Value ($000) $353 Shares 1,078 Est. Cost $265.59 Unrealized +15.1%
BWXT BWX TECHNOLOGIES INC COM 0.1%
Value ($000) $335 Shares 2,325 Est. Cost $113.27 Unrealized +2.7%
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.1%
Value ($000) $313 Shares 5,667 Est. Cost $44.46 Unrealized +18.2%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $306 Shares 538 Est. Cost $7.99 Unrealized
MIDU DIREXION DAILY MID CAP BULL 3X SHARES 0.1%
Value ($000) $303 Shares 6,720 Est. Cost $48.80 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $297 Shares 700 Est. Cost $0.36 Unrealized
CRH CRH PLC ORD 0.1%
Value ($000) $293 Shares 3,195 Est. Cost $87.61 Unrealized +3.9%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.1%
Value ($000) $273 Shares 8,150 Est. Cost $34.92 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $268 Shares 5,800 Est. Cost $53.04 Unrealized -11.0%
OWL BLUE OWL CAPITAL INC COM CL A 0.1%
Value ($000) $252 Shares 13,100 Est. Cost $18.04 Unrealized +2.6%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $250 Shares 847 Est. Cost $253.67 Unrealized +0.1%
IR INGERSOLL RAND INC COM 0.1%
Value ($000) $250 Shares 3,000 Est. Cost $92.82 Unrealized -15.2%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $245 Shares 530 Est. Cost $300.07 Unrealized +53.0%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.1%
Value ($000) $241 Shares 11,890 Est. Cost $24.08 Unrealized -25.7%
AEM AGNICO EAGLE MINES LTD COM 0.1%
Value ($000) $238 Shares 2,000 Est. Cost $115.22 Unrealized 0.0%
CRS CARPENTER TECHNOLOGY CORP COM 0.1%
Value ($000) $233 Shares 842 Est. Cost $153.55 Unrealized +41.6%
BLACKROCK CORE BD TR SHS BEN INT 0.0%
Value ($000) $227 Shares 23,333 Est. Cost $10.88 Unrealized
ADBE ADOBE INC COM 0.0%
Value ($000) $211 Shares 545 Est. Cost $548.46 Unrealized -29.7%
GLPI GAMING & LEISURE PPTYS INC COM 0.0%
Value ($000) $209 Shares 4,475 Est. Cost $51.45 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $206 Shares 1,721 Est. Cost $120.40 Unrealized -6.9%
KEX KIRBY CORP COM 0.0%
Value ($000) $193 Shares 1,700 Est. Cost $104.91 Unrealized 0.0%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $188 Shares 1,058 Est. Cost $168.02 Unrealized -1.9%
OSW ONESPAWORLD HOLDINGS LIMITED COM 0.0%
Value ($000) $188 Shares 9,200 Est. Cost $15.64 Unrealized +16.6%
MDB MONGODB INC CL A 0.0%
Value ($000) $187 Shares 892 Est. Cost $264.53 Unrealized -30.1%
CELH CELSIUS HLDGS INC COM NEW 0.0%
Value ($000) $179 Shares 3,855 Est. Cost $38.47 Unrealized +0.1%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $177 Shares 1,500 Est. Cost $105.91 Unrealized +9.0%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $166 Shares 268 Est. Cost $587.02 Unrealized
CPNG COUPANG INC CL A 0.0%
Value ($000) $165 Shares 5,500 Est. Cost $25.62 Unrealized 0.0%
LRGF ISHARES U.S. EQUITY FACTOR ETF 0.0%
Value ($000) $160 Shares 2,500 Est. Cost $60.35 Unrealized
SSO PROSHARES ULTRA S&P 500 0.0%
Value ($000) $158 Shares 1,620 Est. Cost $90.17 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $156 Shares 235 Est. Cost $586.52 Unrealized
CVSA ADTALEM GLOBAL ED INC COM 0.0%
Value ($000) $153 Shares 1,200 Est. Cost $118.24 Unrealized 0.0%
V VISA INC COM CL A 0.0%
Value ($000) $148 Shares 416 Est. Cost $294.84 Unrealized +17.7%
PIMCO CALIF MUN INCOME FD COM 0.0%
Value ($000) $146 Shares 17,047 Est. Cost $8.59 Unrealized
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $135 Shares 74 Est. Cost $1476.86 Unrealized +27.1%
URTY PROSHARES ULTRAPRO RUSSELL2000 0.0%
Value ($000) $132 Shares 3,344 Est. Cost $51.50 Unrealized
XPCKX PIMCO CALIF MUN INCOME FD II COM 0.0%
Value ($000) $129 Shares 24,020 Est. Cost $5.50 Unrealized
PIMCO NEW YORK MUN INCOME FD COM 0.0%
Value ($000) $126 Shares 18,000 Est. Cost $6.99 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $118 Shares 2,602 Est. Cost $35.97 Unrealized +21.7%
PEP PEPSICO INC COM 0.0%
Value ($000) $113 Shares 857 Est. Cost $162.90 Unrealized -19.6%
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $111 Shares 1,800 Est. Cost $36.92 Unrealized 0.0%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $108 Shares 1,050 Est. Cost $102.07 Unrealized -9.9%
EPRT ESSENTIAL PPTYS RLTY TR INC COM 0.0%
Value ($000) $106 Shares 3,325 Est. Cost $33.23 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $103 Shares 3,650 Est. Cost $22.71 Unrealized -5.7%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $102 Shares 350 Est. Cost $256.37 Unrealized +18.4%
WAT WATERS CORP COM 0.0%
Value ($000) $101 Shares 290 Est. Cost $325.56 Unrealized +5.6%
GEO GEO GROUP INC NEW COM 0.0%
Value ($000) $101 Shares 4,208 Est. Cost $15.79 Unrealized +73.0%
CW CURTISS WRIGHT CORP COM 0.0%
Value ($000) $98 Shares 200 Est. Cost $320.70 Unrealized +22.9%
CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES 0.0%
Value ($000) $93 Shares 1,000 Est. Cost $58.32 Unrealized 0.0%
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $92 Shares 1,000 Est. Cost $82.53 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $91 Shares 182 Est. Cost $473.16 Unrealized -2.6%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $91 Shares 500 Est. Cost $115.04 Unrealized +45.5%
ESLT ELBIT SYS LTD ORD 0.0%
Value ($000) $90 Shares 200 Est. Cost $189.80 Unrealized +112.8%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $89 Shares 405 Est. Cost $218.02 Unrealized +2.4%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $85 Shares 921 Est. Cost $88.04 Unrealized
DUHP DIMENSIONAL US HIGH PROFITABILITY ETF 0.0%
Value ($000) $82 Shares 2,308 Est. Cost $33.79 Unrealized
AR ANTERO RESOURCES CORP COM 0.0%
Value ($000) $81 Shares 2,000 Est. Cost $38.35 Unrealized -1.3%
CECO CECO ENVIRONMENTAL CORP COM 0.0%
Value ($000) $79 Shares 2,800 Est. Cost $28.08 Unrealized -11.3%
AMZU DIREXION DAILY AMZN BULL 2X SHARES 0.0%
Value ($000) $72 Shares 1,971 Est. Cost $32.44 Unrealized
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $72 Shares 435 Est. Cost $154.37 Unrealized -6.3%
VTR VENTAS INC COM 0.0%
Value ($000) $63 Shares 1,000 Est. Cost $55.96 Unrealized +14.3%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $62 Shares 900 Est. Cost $33.03 Unrealized -17.3%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $60 Shares 450 Est. Cost $105.08 Unrealized +8.1%
AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 0.0%
Value ($000) $60 Shares 735 Est. Cost $76.15 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.0%
Value ($000) $57 Shares 500 Est. Cost $106.00 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $56 Shares 695 Est. Cost $68.79 Unrealized +3.4%
TSLL DIREXION DAILY TSLA BULL 2X SHARES 0.0%
Value ($000) $54 Shares 4,577 Est. Cost $11.56 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $52 Shares 389 Est. Cost $135.07 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $48 Shares 391 Est. Cost $102.26 Unrealized
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $46 Shares 400 Est. Cost $135.60 Unrealized -23.5%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $44 Shares 300 Est. Cost $129.38 Unrealized +11.4%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $44 Shares 241 Est. Cost $178.08 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $43 Shares 80 Est. Cost $490.23 Unrealized 0.0%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $42 Shares 214 Est. Cost $190.88 Unrealized
FAS DIREXION DAILY FINANCIAL BULL 3X SHARES 0.0%
Value ($000) $42 Shares 248 Est. Cost $155.97 Unrealized
CYBERARK SOFTWARE LTD SHS 0.0%
Value ($000) $41 Shares 100 Est. Cost $338.00 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $41 Shares 371 Est. Cost $91.43 Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $40 Shares 149 Est. Cost $211.83 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $40 Shares 167 Est. Cost $230.59 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $39 Shares 180 Est. Cost $200.37 Unrealized
FRPT FRESHPET INC COM 0.0%
Value ($000) $39 Shares 575 Est. Cost $126.14 Unrealized -38.1%
ARDT ARDENT HEALTH INC COM 0.0%
Value ($000) $38 Shares 2,810 Est. Cost $14.51 Unrealized -7.2%
SMLF ISHARES U.S. SMALLCAP EQUITY FACTOR ETF 0.0%
Value ($000) $38 Shares 557 Est. Cost $67.50 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $37 Shares 105 Est. Cost $324.21 Unrealized -5.4%
NFG NATIONAL FUEL GAS CO COM 0.0%
Value ($000) $36 Shares 425 Est. Cost $80.72 Unrealized 0.0%
RTX RTX CORPORATION COM 0.0%
Value ($000) $35 Shares 243 Est. Cost $121.23 Unrealized +8.7%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $34 Shares 250 Est. Cost $154.02 Unrealized
DRS LEONARDO DRS INC COM 0.0%
Value ($000) $28 Shares 600 Est. Cost $39.92 Unrealized 0.0%
NUVEEN VIRGINIA QLTY MUNCPL FD COM 0.0%
Value ($000) $28 Shares 2,467 Est. Cost $11.41 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $27 Shares 258 Est. Cost $80.71 Unrealized +13.7%
WMT WALMART INC COM 0.0%
Value ($000) $27 Shares 279 Est. Cost $90.93 Unrealized +4.2%
INGR INGREDION INC COM 0.0%
Value ($000) $27 Shares 200 Est. Cost $135.02 Unrealized 0.0%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $26 Shares 559 Est. Cost $41.09 Unrealized +0.9%
KKR KKR & CO INC COM 0.0%
Value ($000) $25 Shares 185 Est. Cost $116.65 Unrealized 0.0%
DOUBLELINE OPPORTUNISTIC CR FD COM 0.0%
Value ($000) $23 Shares 1,510 Est. Cost $15.63 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $23 Shares 100 Est. Cost $281.24 Unrealized -23.5%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $21 Shares 8 Est. Cost $1921.36 Unrealized +21.5%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $20 Shares 475 Est. Cost $36.16 Unrealized 0.0%
WELL WELLTOWER INC COM 0.0%
Value ($000) $19 Shares 125 Est. Cost $140.06 Unrealized +5.6%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $18 Shares 23 Est. Cost $765.20 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $18 Shares 95 Est. Cost $167.50 Unrealized -0.9%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $17 Shares 100 Est. Cost $151.62 Unrealized
VRME VERIFYME INC COM NEW 0.0%
Value ($000) $17 Shares 22,420 Est. Cost $1.38 Unrealized -48.3%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $17 Shares 65 Est. Cost $233.00 Unrealized +0.0%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $17 Shares 50 Est. Cost $276.08 Unrealized +2.2%
CRWV COREWEAVE INC COM CL A 0.0%
Value ($000) $16 Shares 100 Est. Cost $92.20 Unrealized 0.0%
ABT ABBOTT LABS COM 0.0%
Value ($000) $16 Shares 119 Est. Cost $121.90 Unrealized +7.1%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $16 Shares 251 Est. Cost $97.21 Unrealized -40.0%
CDNA CAREDX INC COM 0.0%
Value ($000) $16 Shares 800 Est. Cost $21.54 Unrealized -17.5%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $14 Shares 53 Est. Cost $245.41 Unrealized +6.2%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $14 Shares 480 Est. Cost $47.22 Unrealized
FTAI FTAI AVIATION LTD SHS 0.0%
Value ($000) $14 Shares 120 Est. Cost $115.37 Unrealized -3.6%
COHEN & STEERS QUALITY INCOME COM 0.0%
Value ($000) $14 Shares 1,099 Est. Cost $14.00 Unrealized
UNP UNION PAC CORP COM 0.0%
Value ($000) $14 Shares 59 Est. Cost $235.15 Unrealized -7.1%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $13 Shares 157 Est. Cost $71.20 Unrealized 0.0%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $13 Shares 600 Est. Cost $18.23 Unrealized +9.6%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $13 Shares 165 Est. Cost $86.82 Unrealized
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $13 Shares 284 Est. Cost $39.27 Unrealized
PHM PULTE GROUP INC COM 0.0%
Value ($000) $13 Shares 120 Est. Cost $114.94 Unrealized -12.8%
PFE PFIZER INC COM 0.0%
Value ($000) $12 Shares 508 Est. Cost $23.43 Unrealized -4.6%
TMHC TAYLOR MORRISON HOME CORP COM 0.0%
Value ($000) $12 Shares 200 Est. Cost $68.25 Unrealized -14.9%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $12 Shares 215 Est. Cost $61.26 Unrealized -17.0%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $12 Shares 17 Est. Cost $637.83 Unrealized -1.5%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $11 Shares 200 Est. Cost $51.16 Unrealized +3.9%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $11 Shares 116 Est. Cost $83.29 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $11 Shares 92 Est. Cost $119.26 Unrealized -8.2%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $11 Shares 127 Est. Cost $87.80 Unrealized
SOUN SOUNDHOUND AI INC CLASS A COM 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $12.46 Unrealized -24.4%
SPXL DIREXION DAILY S&P 500 BULL 3X SHARES 0.0%
Value ($000) $10 Shares 60 Est. Cost $163.95 Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $10 Shares 58 Est. Cost $146.88 Unrealized +9.1%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $10 Shares 60 Est. Cost $102.34 Unrealized +43.7%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $10 Shares 154 Est. Cost $55.43 Unrealized +4.0%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $9 Shares 36 Est. Cost $252.23 Unrealized +1.5%
ASPN ASPEN AEROGELS INC COM 0.0%
Value ($000) $9 Shares 1,575 Est. Cost $25.02 Unrealized -77.0%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $9 Shares 40 Est. Cost $218.39 Unrealized +5.1%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $9 Shares 232 Est. Cost $38.40 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $9 Shares 55 Est. Cost $170.68 Unrealized -15.0%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $9 Shares 30 Est. Cost $219.92 Unrealized +12.8%
TOST TOAST INC CL A 0.0%
Value ($000) $9 Shares 195 Est. Cost $37.44 Unrealized +5.0%
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $8 Shares 49 Est. Cost $172.27 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $8 Shares 91 Est. Cost $83.15 Unrealized 0.0%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $8 Shares 10 Est. Cost $613.83 Unrealized +10.9%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $8 Shares 37 Est. Cost $189.52 Unrealized +11.0%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $84.11 Unrealized -4.1%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $74.58 Unrealized 0.0%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $8 Shares 110 Est. Cost $70.41 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $8 Shares 74 Est. Cost $93.04 Unrealized +9.6%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $8 Shares 253 Est. Cost $29.93 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $53.80 Unrealized +23.0%
NVR NVR INC COM 0.0%
Value ($000) $7 Shares 1 Est. Cost $9106.63 Unrealized -21.3%
BCS BARCLAYS PLC ADR 0.0%
Value ($000) $7 Shares 382 Est. Cost $18.59 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $7 Shares 33 Est. Cost $186.79 Unrealized -0.9%
GGLL DIREXION DAILY GOOGL BULL 2X SHARES 0.0%
Value ($000) $7 Shares 197 Est. Cost $37.70 Unrealized
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $7 Shares 109 Est. Cost $59.21 Unrealized
ROAD CONSTRUCTION PARTNERS INC COM CL A 0.0%
Value ($000) $6 Shares 60 Est. Cost $81.24 Unrealized +15.0%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $6 Shares 49 Est. Cost $109.92 Unrealized
COR CENCORA INC COM 0.0%
Value ($000) $6 Shares 20 Est. Cost $286.82 Unrealized 0.0%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $6 Shares 49 Est. Cost $121.00 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $6 Shares 100 Est. Cost $58.33 Unrealized
NWG NATWEST GROUP PLC SPONS ADR 0.0%
Value ($000) $6 Shares 404 Est. Cost $14.15 Unrealized
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $6 Shares 75 Est. Cost $59.23 Unrealized
TER TERADYNE INC COM 0.0%
Value ($000) $6 Shares 62 Est. Cost $111.43 Unrealized -28.5%
MET METLIFE INC COM 0.0%
Value ($000) $5 Shares 68 Est. Cost $81.16 Unrealized -6.6%
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value ($000) $5 Shares 64 Est. Cost $62.85 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $5 Shares 35 Est. Cost $135.43 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $5 Shares 10 Est. Cost $470.02 Unrealized +3.4%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $5 Shares 24 Est. Cost $209.57 Unrealized -5.0%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $5 Shares 110 Est. Cost $43.38 Unrealized -11.3%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $5 Shares 52 Est. Cost $82.88 Unrealized +2.8%
PODD INSULET CORP COM 0.0%
Value ($000) $5 Shares 15 Est. Cost $259.20 Unrealized +11.3%
VIRT VIRTU FINL INC CL A 0.0%
Value ($000) $5 Shares 105 Est. Cost $28.51 Unrealized +41.4%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $5 Shares 3 Est. Cost $1314.14 Unrealized 0.0%
FEZ SPDR EURO STOXX 50 ETF 0.0%
Value ($000) $4 Shares 75 Est. Cost $54.41 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $4 Shares 10 Est. Cost $423.10 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS 0.0%
Value ($000) $4 Shares 323 Est. Cost $13.72 Unrealized
DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $41.19 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $4 Shares 12 Est. Cost $290.70 Unrealized +0.0%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $4 Shares 41 Est. Cost $96.39 Unrealized
ONTO ONTO INNOVATION INC COM 0.0%
Value ($000) $4 Shares 35 Est. Cost $139.02 Unrealized -23.2%
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $34.02 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $3 Shares 17 Est. Cost $193.02 Unrealized 0.0%
ECL ECOLAB INC COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $249.61 Unrealized +1.1%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $3 Shares 8 Est. Cost $366.00 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $3 Shares 25 Est. Cost $117.29 Unrealized -13.6%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $3 Shares 36 Est. Cost $80.44 Unrealized +1.0%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $123.63 Unrealized +6.2%
VIPER ENERGY INC CL A 0.0%
Value ($000) $3 Shares 75 Est. Cost $45.11 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $3 Shares 5 Est. Cost $536.17 Unrealized -1.8%
CRM SALESFORCE INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $309.64 Unrealized -14.1%
SJT SAN JUAN BASIN RTY TR UNIT BEN INT 0.0%
Value ($000) $3 Shares 450 Est. Cost $5.97 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $3 Shares 43 Est. Cost $61.40 Unrealized
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $2 Shares 56 Est. Cost $41.46 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $245.29 Unrealized +5.0%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $28.24 Unrealized -20.5%
AON AON PLC SHS CL A 0.0%
Value ($000) $2 Shares 5 Est. Cost $361.30 Unrealized 0.0%
INTC INTEL CORP COM 0.0%
Value ($000) $2 Shares 79 Est. Cost $24.89 Unrealized -16.8%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $63.91 Unrealized -17.5%
METV ROUNDHILL BALL METAVERSE ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $13.49 Unrealized
AMR ALPHA METALLURGICAL RESOUR INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $255.46 Unrealized -54.2%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $2 Shares 7 Est. Cost $230.49 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $242.42 Unrealized +10.7%
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) $2 Shares 29 Est. Cost $48.52 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $122.91 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $1 Shares 57 Est. Cost $19.86 Unrealized
FLNC FLUENCE ENERGY INC COM CL A 0.0%
Value ($000) $1 Shares 180 Est. Cost $18.16 Unrealized -73.8%
OS ONESTREAM INC CL A 0.0%
Value ($000) $1 Shares 40 Est. Cost $29.47 Unrealized -15.5%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $1 Shares 15 Est. Cost $83.75 Unrealized -17.0%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $49.54 Unrealized +23.3%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $117.00 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $192.96 Unrealized -9.7%
MLI MUELLER INDS INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $74.93 Unrealized 0.0%
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $1 Shares 19 Est. Cost $45.03 Unrealized
HLI HOULIHAN LOKEY INC CL A 0.0%
Value ($000) $1 Shares 4 Est. Cost $166.54 Unrealized 0.0%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $47.50 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $62.30 Unrealized
HUBS HUBSPOT INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $701.46 Unrealized -16.5%
TGT TARGET CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $141.02 Unrealized -33.8%
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $0 Shares 20 Est. Cost $22.87 Unrealized +17.2%
HPQ HP INC COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $33.25 Unrealized -25.7%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $0 Shares 4 Est. Cost $60.14 Unrealized +17.7%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $18.38 Unrealized -10.4%
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 -17.6%
PLBY PLAYBOY INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.71 Unrealized +79.8%
ABAT AMERICAN BATTERY TECHNOLOGY COM NEW 0.0%
Value ($000) $0 Shares 67 Est. Cost $1.04 Unrealized +24.8%
SHLS SHOALS TECHNOLOGIES GROUP INC CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $5.98 Unrealized -27.3%
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 +19.3%
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $10.81 Unrealized -24.2%