Front Row Advisors LLC Diversified Active

CIK: 0001729254 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 14, 2024

Total Value ($000): $280,298 (100.0% shares, 0.0% debt)

Holdings (499)

NVDA NVIDIA CORPORATION COM 12.7%
Value ($000) $35,489 Shares 292,209 Est. Cost $91.34 Unrealized +29.3%
AAPL APPLE INC COM 11.8%
Value ($000) $33,115 Shares 142,124 Est. Cost $90.07 Unrealized +146.4%
MSFT MICROSOFT CORP COM 4.6%
Value ($000) $12,842 Shares 29,845 Est. Cost $86.89 Unrealized +387.0%
AVGO BROADCOM INC COM 4.0%
Value ($000) $11,091 Shares 64,295 Est. Cost $144.59 Unrealized +9.3%
SFM SPROUTS FMRS MKT INC COM 3.2%
Value ($000) $8,955 Shares 81,105 Est. Cost $24.49 Unrealized +289.5%
FTNT FORTINET INC COM 2.0%
Value ($000) $5,642 Shares 72,758 Est. Cost $49.52 Unrealized +37.9%
COST COSTCO WHSL CORP NEW COM 2.0%
Value ($000) $5,612 Shares 6,330 Est. Cost $216.18 Unrealized +298.7%
ABBV ABBVIE INC COM 1.9%
Value ($000) $5,346 Shares 27,072 Est. Cost $70.70 Unrealized +152.7%
SNPS SYNOPSYS INC COM 1.8%
Value ($000) $4,923 Shares 9,721 Est. Cost $170.92 Unrealized +213.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 1.8%
Value ($000) $4,919 Shares 28,224 Est. Cost $61.71 Unrealized
ABBNY ABB LTD SPONSORED ADR 1.7%
Value ($000) $4,817 Shares 83,165 Est. Cost $27.02 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 1.5%
Value ($000) $4,309 Shares 5,171 Est. Cost $224.69 Unrealized
DOV DOVER CORP COM 1.5%
Value ($000) $4,190 Shares 21,855 Est. Cost $140.23 Unrealized +27.9%
TJX TJX COS INC NEW COM 1.5%
Value ($000) $4,100 Shares 34,884 Est. Cost $40.30 Unrealized +179.7%
V VISA INC COM CL A 1.4%
Value ($000) $4,003 Shares 14,558 Est. Cost $128.01 Unrealized +109.1%
BLK BLACKROCK INC COM 1.4%
Value ($000) $3,792 Shares 3,994 Est. Cost $840.24 Unrealized 0.0%
PKG PACKAGING CORP AMER COM 1.3%
Value ($000) $3,663 Shares 16,909 Est. Cost $121.69 Unrealized +57.7%
TMO THERMO FISHER SCIENTIFIC INC COM 1.3%
Value ($000) $3,644 Shares 5,887 Est. Cost $236.31 Unrealized +149.3%
ISRG INTUITIVE SURGICAL INC COM NEW 1.3%
Value ($000) $3,608 Shares 7,345 Est. Cost $296.20 Unrealized +57.2%
DHR DANAHER CORPORATION COM 1.2%
Value ($000) $3,473 Shares 12,481 Est. Cost $103.77 Unrealized +152.9%
DELL DELL TECHNOLOGIES INC CL C 1.2%
Value ($000) $3,237 Shares 27,311 Est. Cost $113.55 Unrealized +0.3%
EQIX EQUINIX INC COM 1.1%
Value ($000) $3,159 Shares 3,559 Est. Cost $470.74 Unrealized +68.8%
MEDP MEDPACE HLDGS INC COM 1.1%
Value ($000) $3,138 Shares 9,400 Est. Cost $110.38 Unrealized +244.2%
TGT TARGET CORP COM 1.1%
Value ($000) $3,119 Shares 20,014 Est. Cost $57.38 Unrealized +145.7%
WMT WALMART INC COM 1.1%
Value ($000) $3,022 Shares 37,424 Est. Cost $49.03 Unrealized +47.8%
AMGN AMGEN INC COM 1.1%
Value ($000) $3,010 Shares 9,341 Est. Cost $144.72 Unrealized +116.4%
AMZN AMAZON COM INC COM 1.1%
Value ($000) $2,971 Shares 15,947 Est. Cost $123.13 Unrealized +48.2%
ADI ANALOG DEVICES INC COM 1.1%
Value ($000) $2,960 Shares 12,858 Est. Cost $155.92 Unrealized +41.2%
GOOG ALPHABET INC CAP STK CL C 1.0%
Value ($000) $2,787 Shares 16,669 Est. Cost $117.38 Unrealized +43.3%
ETN EATON CORP PLC SHS 0.9%
Value ($000) $2,631 Shares 7,937 Est. Cost $160.15 Unrealized +88.1%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.9%
Value ($000) $2,621 Shares 38,631 Est. Cost $58.81 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.9%
Value ($000) $2,538 Shares 6,529 Est. Cost $304.24 Unrealized +12.8%
ROK ROCKWELL AUTOMATION INC COM 0.9%
Value ($000) $2,510 Shares 9,348 Est. Cost $179.49 Unrealized +44.5%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.8%
Value ($000) $2,246 Shares 14,130 Est. Cost $86.82 Unrealized +63.9%
GLW CORNING INC COM 0.8%
Value ($000) $2,210 Shares 48,954 Est. Cost $26.44 Unrealized +54.5%
DLR DIGITAL RLTY TR INC COM 0.8%
Value ($000) $2,201 Shares 13,599 Est. Cost $93.18 Unrealized +57.6%
MRSH MARSH & MCLENNAN COS INC COM 0.8%
Value ($000) $2,102 Shares 9,424 Est. Cost $74.39 Unrealized +191.6%
ARISTA NETWORKS INC COM 0.7%
Value ($000) $2,022 Shares 5,267 Est. Cost $351.94 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.7%
Value ($000) $1,972 Shares 7,481 Est. Cost $130.85 Unrealized +81.3%
LOW LOWES COS INC COM 0.7%
Value ($000) $1,931 Shares 7,130 Est. Cost $83.60 Unrealized +182.5%
JPM JPMORGAN CHASE & CO. COM 0.7%
Value ($000) $1,843 Shares 8,742 Est. Cost $127.29 Unrealized +61.0%
QQQ INVESCO QQQ TRUST SERIES I 0.6%
Value ($000) $1,762 Shares 3,605 Est. Cost $273.46 Unrealized
KO COCA COLA CO COM 0.6%
Value ($000) $1,614 Shares 22,306 Est. Cost $35.63 Unrealized +84.3%
SPY SPDR S&P 500 ETF TRUST 0.6%
Value ($000) $1,585 Shares 2,754 Est. Cost $277.45 Unrealized
CME CME GROUP INC COM 0.6%
Value ($000) $1,578 Shares 7,152 Est. Cost $112.17 Unrealized +75.1%
IXN ISHARES GLOBAL TECH ETF 0.5%
Value ($000) $1,538 Shares 18,634 Est. Cost $74.10 Unrealized
CCI CROWN CASTLE INC COM 0.5%
Value ($000) $1,483 Shares 12,499 Est. Cost $97.53 Unrealized +4.6%
HON HONEYWELL INTL INC COM 0.5%
Value ($000) $1,273 Shares 6,157 Est. Cost $181.00 Unrealized +4.1%
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $1,118 Shares 6,896 Est. Cost $123.03 Unrealized +24.1%
ENPH ENPHASE ENERGY INC COM 0.4%
Value ($000) $1,080 Shares 9,556 Est. Cost $141.89 Unrealized -21.3%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.4%
Value ($000) $1,044 Shares 11,356 Est. Cost $106.14 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.4%
Value ($000) $1,022 Shares 5,139 Est. Cost $136.43 Unrealized
MKSI MKS INSTRS INC COM 0.4%
Value ($000) $995 Shares 9,151 Est. Cost $96.97 Unrealized +21.1%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $962 Shares 11,385 Est. Cost $64.32 Unrealized +16.4%
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value ($000) $927 Shares 20,633 Est. Cost $35.09 Unrealized +9.4%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $900 Shares 2,957 Est. Cost $154.42 Unrealized +72.7%
GTLS CHART INDS INC COM 0.3%
Value ($000) $898 Shares 7,235 Est. Cost $167.57 Unrealized -21.6%
ON ON SEMICONDUCTOR CORP COM 0.3%
Value ($000) $873 Shares 12,019 Est. Cost $91.38 Unrealized -20.3%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.3%
Value ($000) $731 Shares 5,790 Est. Cost $75.58 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $727 Shares 1,579 Est. Cost $388.47 Unrealized +13.8%
HD HOME DEPOT INC COM 0.3%
Value ($000) $718 Shares 1,772 Est. Cost $236.77 Unrealized +48.9%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.3%
Value ($000) $716 Shares 17,411 Est. Cost $32.60 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.3%
Value ($000) $703 Shares 1,219 Est. Cost $343.45 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.2%
Value ($000) $675 Shares 4,838 Est. Cost $138.47 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.2%
Value ($000) $653 Shares 7,728 Est. Cost $49.72 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.2%
Value ($000) $618 Shares 5,936 Est. Cost $65.24 Unrealized
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.2%
Value ($000) $548 Shares 18,650 Est. Cost $30.72 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.2%
Value ($000) $513 Shares 6,178 Est. Cost $55.70 Unrealized
MGC VANGUARD MEGA CAP ETF 0.2%
Value ($000) $496 Shares 2,400 Est. Cost $139.81 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $493 Shares 2,595 Est. Cost $144.14 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $491 Shares 2,960 Est. Cost $109.68 Unrealized +52.0%
IVW ISHARES S&P 500 GROWTH ETF 0.2%
Value ($000) $486 Shares 5,072 Est. Cost $85.40 Unrealized
PGR PROGRESSIVE CORP COM 0.2%
Value ($000) $481 Shares 1,894 Est. Cost $185.99 Unrealized +15.1%
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $441 Shares 10,565 Est. Cost $39.85 Unrealized -5.3%
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $439 Shares 1,845 Est. Cost $180.42 Unrealized
COWZ PACER US CASH COWS 100 ETF 0.1%
Value ($000) $413 Shares 7,118 Est. Cost $36.18 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.1%
Value ($000) $403 Shares 1,748 Est. Cost $271.99 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $395 Shares 4,055 Est. Cost $65.81 Unrealized +25.9%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $393 Shares 3,409 Est. Cost $66.76 Unrealized +58.6%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.1%
Value ($000) $382 Shares 5,741 Est. Cost $56.87 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $380 Shares 2,578 Est. Cost $133.58 Unrealized +4.8%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $366 Shares 1,228 Est. Cost $241.17 Unrealized +9.1%
AGO ASSURED GUARANTY LTD COM 0.1%
Value ($000) $357 Shares 4,485 Est. Cost $32.48 Unrealized +139.5%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $355 Shares 6,293 Est. Cost $44.13 Unrealized +24.3%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.1%
Value ($000) $351 Shares 6,822 Est. Cost $58.17 Unrealized
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $342 Shares 1,972 Est. Cost $122.50 Unrealized +34.1%
IUSV ISHARES CORE S&P US VALUE ETF 0.1%
Value ($000) $340 Shares 3,560 Est. Cost $53.42 Unrealized
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.1%
Value ($000) $329 Shares 18,260 Est. Cost $3.92 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $314 Shares 1,262 Est. Cost $224.83 Unrealized +3.6%
RWR SPDR DOW JONES REIT ETF 0.1%
Value ($000) $312 Shares 2,924 Est. Cost $93.60 Unrealized
FISV FISERV INC COM 0.1%
Value ($000) $305 Shares 1,697 Est. Cost $151.37 Unrealized +9.0%
CB CHUBB LIMITED COM 0.1%
Value ($000) $303 Shares 1,049 Est. Cost $262.61 Unrealized +3.1%
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.1%
Value ($000) $301 Shares 5,000 Est. Cost $59.92 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $297 Shares 3,258 Est. Cost $55.31 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $285 Shares 5,955 Est. Cost $44.34 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.1%
Value ($000) $277 Shares 1,825 Est. Cost $104.59 Unrealized
RXI ISHARES GLOBAL CONSUMER DISCRETIONARY ETF 0.1%
Value ($000) $277 Shares 1,559 Est. Cost $109.59 Unrealized
LLY ELI LILLY & CO COM 0.1%
Value ($000) $269 Shares 303 Est. Cost $488.87 Unrealized +82.1%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $265 Shares 1,200 Est. Cost $101.31 Unrealized +86.5%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $260 Shares 1,259 Est. Cost $176.15 Unrealized +9.5%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $257 Shares 4,867 Est. Cost $46.85 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $257 Shares 605 Est. Cost $270.82 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $255 Shares 1,381 Est. Cost $104.65 Unrealized +60.1%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.1%
Value ($000) $251 Shares 3,121 Est. Cost $49.38 Unrealized
RSG REPUBLIC SVCS INC COM 0.1%
Value ($000) $247 Shares 1,231 Est. Cost $185.14 Unrealized +6.9%
RITM RITHM CAPITAL CORP COM NEW 0.1%
Value ($000) $246 Shares 21,700 Est. Cost $10.78 Unrealized
EFIV SPDR S&P 500 ESG ETF 0.1%
Value ($000) $244 Shares 4,380 Est. Cost $53.68 Unrealized
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.1%
Value ($000) $239 Shares 2,434 Est. Cost $89.23 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.1%
Value ($000) $235 Shares 436 Est. Cost $575.68 Unrealized -6.9%
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $234 Shares 3,615 Est. Cost $71.89 Unrealized -10.2%
NEU NEWMARKET CORP COM 0.1%
Value ($000) $234 Shares 422 Est. Cost $539.68 Unrealized -1.0%
EXI ISHARES GLOBAL INDUSTRIALS ETF 0.1%
Value ($000) $233 Shares 1,568 Est. Cost $96.54 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.1%
Value ($000) $232 Shares 7,954 Est. Cost $25.47 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $230 Shares 1,350 Est. Cost $85.43 Unrealized +67.5%
FDX FEDEX CORP COM 0.1%
Value ($000) $228 Shares 830 Est. Cost $251.77 Unrealized +11.7%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $226 Shares 4,350 Est. Cost $38.96 Unrealized +16.9%
CRM SALESFORCE INC COM 0.1%
Value ($000) $219 Shares 800 Est. Cost $132.93 Unrealized +90.9%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $219 Shares 2,484 Est. Cost $85.89 Unrealized
ICVT ISHARES CONVERTIBLE BOND ETF 0.1%
Value ($000) $219 Shares 2,614 Est. Cost $61.39 Unrealized
CSX CSX CORP COM 0.1%
Value ($000) $215 Shares 6,240 Est. Cost $27.84 Unrealized +19.3%
IXG ISHARES GLOBAL FINANCIALS ETF 0.1%
Value ($000) $214 Shares 2,266 Est. Cost $70.02 Unrealized
META META PLATFORMS INC CL A 0.1%
Value ($000) $212 Shares 371 Est. Cost $212.36 Unrealized +141.2%
NSRGY NESTLE S A SPONSORED ADR 0.1%
Value ($000) $207 Shares 2,060 Est. Cost $102.50 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $205 Shares 1,517 Est. Cost $81.12 Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.1%
Value ($000) $204 Shares 1,949 Est. Cost $103.76 Unrealized -2.8%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $203 Shares 4,000 Est. Cost $50.75 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.1%
Value ($000) $200 Shares 3,070 Est. Cost $84.27 Unrealized
D DOMINION ENERGY INC COM 0.1%
Value ($000) $189 Shares 3,266 Est. Cost $56.10 Unrealized -8.8%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.1%
Value ($000) $185 Shares 2,211 Est. Cost $82.45 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $183 Shares 488 Est. Cost $134.62 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $176 Shares 6,098 Est. Cost $25.51 Unrealized +4.6%
ACLLY ACCELLERON INDS AG UNSPONSORED ADR 0.1%
Value ($000) $169 Shares 3,277 Est. Cost $0.02 Unrealized
VV VANGUARD LARGE-CAP ETF 0.1%
Value ($000) $167 Shares 633 Est. Cost $166.73 Unrealized
AWR AMER STATES WTR CO COM 0.1%
Value ($000) $167 Shares 2,000 Est. Cost $47.02 Unrealized +65.8%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $164 Shares 2,848 Est. Cost $52.51 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.1%
Value ($000) $163 Shares 823 Est. Cost $186.56 Unrealized +3.3%
A AGILENT TECHNOLOGIES INC COM 0.1%
Value ($000) $163 Shares 1,100 Est. Cost $63.50 Unrealized +113.5%
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.1%
Value ($000) $163 Shares 1,850 Est. Cost $97.88 Unrealized
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.1%
Value ($000) $157 Shares 2,383 Est. Cost $80.74 Unrealized
PFFD GLOBAL X U.S. PREFERRED ETF 0.1%
Value ($000) $156 Shares 7,500 Est. Cost $20.78 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $155 Shares 135 Est. Cost $69.13 Unrealized +6.3%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $155 Shares 439 Est. Cost $170.19 Unrealized +89.6%
IYJ ISHARES U.S. INDUSTRIALS ETF 0.1%
Value ($000) $150 Shares 1,120 Est. Cost $122.77 Unrealized
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.1%
Value ($000) $150 Shares 3,186 Est. Cost $35.89 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 0.1%
Value ($000) $147 Shares 1,331 Est. Cost $110.91 Unrealized
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.1%
Value ($000) $146 Shares 5,830 Est. Cost $24.43 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $146 Shares 1,947 Est. Cost $78.43 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $144 Shares 1,809 Est. Cost $75.14 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $141 Shares 2,683 Est. Cost $59.42 Unrealized
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value ($000) $140 Shares 924 Est. Cost $146.90 Unrealized 0.0%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $139 Shares 2,919 Est. Cost $46.03 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $136 Shares 2,491 Est. Cost $40.13 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $136 Shares 1,897 Est. Cost $34.56 Unrealized
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 0.0%
Value ($000) $136 Shares 1,889 Est. Cost $37.45 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $133 Shares 1,581 Est. Cost $64.51 Unrealized +13.3%
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $132 Shares 1,124 Est. Cost $96.34 Unrealized +14.2%
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $128 Shares 1,235 Est. Cost $92.97 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $127 Shares 1,520 Est. Cost $72.88 Unrealized
RPM RPM INTL INC COM 0.0%
Value ($000) $121 Shares 1,000 Est. Cost $63.44 Unrealized +82.5%
TSLA TESLA INC COM 0.0%
Value ($000) $118 Shares 450 Est. Cost $231.07 Unrealized -1.3%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $115 Shares 435 Est. Cost $181.85 Unrealized
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 0.0%
Value ($000) $114 Shares 4,515 Est. Cost $25.66 Unrealized
KMX CARMAX INC COM 0.0%
Value ($000) $114 Shares 1,467 Est. Cost $72.06 Unrealized +9.7%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $113 Shares 915 Est. Cost $121.14 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $107 Shares 1,207 Est. Cost $55.08 Unrealized +38.0%
ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF 0.0%
Value ($000) $104 Shares 4,000 Est. Cost $26.50 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value ($000) $104 Shares 1,961 Est. Cost $44.05 Unrealized +6.2%
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 0.0%
Value ($000) $104 Shares 1,740 Est. Cost $24.46 Unrealized
INFL HORIZON KINETICS INFLATION BENEFICIARIES ETF 0.0%
Value ($000) $103 Shares 2,750 Est. Cost $33.45 Unrealized
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $103 Shares 1,736 Est. Cost $47.50 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $102 Shares 3,379 Est. Cost $29.10 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $100 Shares 1,513 Est. Cost $38.57 Unrealized +46.7%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $99 Shares 170 Est. Cost $387.32 Unrealized +33.3%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $98 Shares 300 Est. Cost $156.67 Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $97 Shares 4,177 Est. Cost $27.41 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $94 Shares 2,000 Est. Cost $54.50 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $93 Shares 1,460 Est. Cost $42.70 Unrealized +28.8%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $92 Shares 817 Est. Cost $116.15 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $88 Shares 1,120 Est. Cost $79.13 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $87 Shares 514 Est. Cost $157.27 Unrealized +3.6%
ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF 0.0%
Value ($000) $84 Shares 1,915 Est. Cost $47.75 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $82 Shares 973 Est. Cost $62.02 Unrealized +23.1%
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $81 Shares 2,000 Est. Cost $40.58 Unrealized
IXP ISHARES GLOBAL COMM SERVICES ETF 0.0%
Value ($000) $81 Shares 858 Est. Cost $56.44 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $79 Shares 1,760 Est. Cost $34.40 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $76 Shares 733 Est. Cost $77.83 Unrealized +27.1%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $76 Shares 1,974 Est. Cost $30.84 Unrealized
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.0%
Value ($000) $75 Shares 1,213 Est. Cost $45.37 Unrealized +13.5%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $74 Shares 674 Est. Cost $115.93 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.0%
Value ($000) $72 Shares 1,350 Est. Cost $39.45 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $72 Shares 1,414 Est. Cost $49.12 Unrealized
IYK ISHARES U.S. CONSUMER STAPLES ETF 0.0%
Value ($000) $72 Shares 1,020 Est. Cost $87.24 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $70 Shares 535 Est. Cost $118.42 Unrealized +8.4%
SPBO SPDR PORTFOLIO CORPORATE BOND ETF 0.0%
Value ($000) $70 Shares 2,335 Est. Cost $32.12 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $69 Shares 22 Est. Cost $1490.10 Unrealized +106.0%
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $67 Shares 1,256 Est. Cost $56.14 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $67 Shares 273 Est. Cost $25.94 Unrealized
NWE NORTHWESTERN ENERGY GROUP INC COM NEW 0.0%
Value ($000) $65 Shares 1,135 Est. Cost $49.98 Unrealized -0.2%
SNA SNAP ON INC COM 0.0%
Value ($000) $65 Shares 224 Est. Cost $269.89 Unrealized -1.5%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $63 Shares 651 Est. Cost $132.00 Unrealized -31.4%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $61 Shares 1,170 Est. Cost $40.62 Unrealized +22.0%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $60 Shares 800 Est. Cost $30.42 Unrealized +131.5%
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $60 Shares 3,300 Est. Cost $20.43 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $59 Shares 2,680 Est. Cost $15.98 Unrealized +24.2%
LIN LINDE PLC SHS 0.0%
Value ($000) $59 Shares 123 Est. Cost $422.36 Unrealized +6.1%
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.0%
Value ($000) $57 Shares 935 Est. Cost $46.17 Unrealized
ITM VANECK INTERMEDIATE MUNI ETF 0.0%
Value ($000) $56 Shares 1,200 Est. Cost $50.38 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $56 Shares 96 Est. Cost $417.38 Unrealized +31.4%
SUSA ISHARES MSCI USA ESG SELECT ETF 0.0%
Value ($000) $56 Shares 465 Est. Cost $104.54 Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value ($000) $56 Shares 1,138 Est. Cost $49.95 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $55 Shares 245 Est. Cost $173.59 Unrealized
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $54 Shares 350 Est. Cost $107.36 Unrealized +31.0%
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $54 Shares 980 Est. Cost $19.13 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $52 Shares 751 Est. Cost $317.65 Unrealized -80.3%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $52 Shares 318 Est. Cost $140.13 Unrealized +0.8%
IDLV INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF 0.0%
Value ($000) $52 Shares 1,700 Est. Cost $23.24 Unrealized
EIX EDISON INTL COM 0.0%
Value ($000) $51 Shares 587 Est. Cost $51.52 Unrealized +47.5%
SIEGY SIEMENS A G SPONSORED ADR 0.0%
Value ($000) $51 Shares 500 Est. Cost $81.18 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $50 Shares 376 Est. Cost $114.65 Unrealized +6.3%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $50 Shares 2,391 Est. Cost $22.81 Unrealized
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF 0.0%
Value ($000) $49 Shares 1,945 Est. Cost $22.86 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $49 Shares 225 Est. Cost $195.53 Unrealized +4.6%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $48 Shares 450 Est. Cost $116.43 Unrealized
NULV NUVEEN ESG LARGE-CAP VALUE ETF 0.0%
Value ($000) $48 Shares 1,155 Est. Cost $38.13 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $47 Shares 212 Est. Cost $197.06 Unrealized
ROST ROSS STORES INC COM 0.0%
Value ($000) $47 Shares 310 Est. Cost $78.73 Unrealized +84.6%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $46 Shares 735 Est. Cost $47.07 Unrealized +26.2%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $45 Shares 1,202 Est. Cost $35.03 Unrealized
AGZD WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND 0.0%
Value ($000) $45 Shares 2,000 Est. Cost $31.92 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $44 Shares 390 Est. Cost $101.31 Unrealized +5.7%
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 0.0%
Value ($000) $44 Shares 344 Est. Cost $113.90 Unrealized
SMMV ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF 0.0%
Value ($000) $43 Shares 1,050 Est. Cost $31.02 Unrealized
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $42 Shares 4,000 Est. Cost $14.50 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $42 Shares 705 Est. Cost $26.29 Unrealized
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $41 Shares 540 Est. Cost $53.86 Unrealized
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.0%
Value ($000) $41 Shares 1,600 Est. Cost $0.03 Unrealized
ABUS ARBUTUS BIOPHARMA CORP COM 0.0%
Value ($000) $40 Shares 10,500 Est. Cost $3.06 Unrealized +25.3%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $40 Shares 81 Est. Cost $396.03 Unrealized +20.0%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $40 Shares 366 Est. Cost $87.84 Unrealized +19.6%
FAST FASTENAL CO COM 0.0%
Value ($000) $40 Shares 557 Est. Cost $33.99 Unrealized -3.1%
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $39 Shares 450 Est. Cost $0.07 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $39 Shares 1,159 Est. Cost $33.46 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $39 Shares 1,035 Est. Cost $21.31 Unrealized +44.0%
ECL ECOLAB INC COM 0.0%
Value ($000) $37 Shares 145 Est. Cost $151.53 Unrealized +59.1%
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 0.0%
Value ($000) $37 Shares 410 Est. Cost $0.07 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $36 Shares 344 Est. Cost $102.51 Unrealized +2.5%
MXI ISHARES GLOBAL MATERIALS ETF 0.0%
Value ($000) $36 Shares 383 Est. Cost $71.36 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $36 Shares 278 Est. Cost $86.57 Unrealized
PII POLARIS INC COM 0.0%
Value ($000) $35 Shares 424 Est. Cost $91.85 Unrealized -11.5%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $35 Shares 71 Est. Cost $359.46 Unrealized +28.4%
MRK MERCK & CO INC COM 0.0%
Value ($000) $35 Shares 306 Est. Cost $89.13 Unrealized +26.7%
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.0%
Value ($000) $35 Shares 737 Est. Cost $55.93 Unrealized
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.0%
Value ($000) $34 Shares 900 Est. Cost $42.00 Unrealized
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $34 Shares 846 Est. Cost $28.53 Unrealized +35.9%
AFL AFLAC INC COM 0.0%
Value ($000) $34 Shares 300 Est. Cost $36.42 Unrealized +171.2%
AME AMETEK INC COM 0.0%
Value ($000) $33 Shares 195 Est. Cost $77.51 Unrealized +113.3%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $33 Shares 300 Est. Cost $81.53 Unrealized +21.4%
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value ($000) $33 Shares 320 Est. Cost $104.69 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $32 Shares 160 Est. Cost $135.45 Unrealized +49.4%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $32 Shares 386 Est. Cost $67.27 Unrealized +11.6%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $30 Shares 795 Est. Cost $31.71 Unrealized
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $30 Shares 420 Est. Cost $53.66 Unrealized +17.5%
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value ($000) $29 Shares 375 Est. Cost $80.37 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $29 Shares 230 Est. Cost $89.48 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $29 Shares 210 Est. Cost $103.99 Unrealized +15.9%
ICSH ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF 0.0%
Value ($000) $28 Shares 550 Est. Cost $51.74 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $27 Shares 235 Est. Cost $107.82 Unrealized
CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF 0.0%
Value ($000) $27 Shares 275 Est. Cost $87.29 Unrealized
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $27 Shares 605 Est. Cost $38.92 Unrealized -2.5%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $27 Shares 170 Est. Cost $113.73 Unrealized +33.4%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $27 Shares 150 Est. Cost $141.69 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $26 Shares 180 Est. Cost $125.67 Unrealized
BAB INVESCO TAXABLE MUNICIPAL BOND ETF 0.0%
Value ($000) $26 Shares 950 Est. Cost $29.17 Unrealized
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value ($000) $26 Shares 170 Est. Cost $100.00 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $25 Shares 300 Est. Cost $27.58 Unrealized +185.8%
DE DEERE & CO COM 0.0%
Value ($000) $25 Shares 60 Est. Cost $334.19 Unrealized +10.5%
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 0.0%
Value ($000) $25 Shares 405 Est. Cost $57.27 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $25 Shares 540 Est. Cost $46.86 Unrealized
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $25 Shares 252 Est. Cost $13.24 Unrealized
JXI ISHARES GLOBAL UTILITIES ETF 0.0%
Value ($000) $25 Shares 347 Est. Cost $49.30 Unrealized
HYZD WISDOMTREE INTEREST RATE HEDGED HIGH YIELD BOND FUND 0.0%
Value ($000) $24 Shares 1,100 Est. Cost $21.82 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $24 Shares 835 Est. Cost $23.77 Unrealized
PGHY INVESCO GLOBAL EX-US HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $24 Shares 1,200 Est. Cost $22.50 Unrealized
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $24 Shares 300 Est. Cost $77.44 Unrealized
RACE FERRARI N V COM 0.0%
Value ($000) $24 Shares 50 Est. Cost $387.39 Unrealized +15.8%
SUSL ISHARES ESG MSCI USA LEADERS ETF 0.0%
Value ($000) $23 Shares 227 Est. Cost $62.79 Unrealized
ARM ARM HOLDINGS PLC SPONSORED ADS 0.0%
Value ($000) $23 Shares 160 Est. Cost $124.99 Unrealized
SON SONOCO PRODS CO COM 0.0%
Value ($000) $23 Shares 418 Est. Cost $46.71 Unrealized +5.2%
NUMG NUVEEN ESG MID-CAP GROWTH ETF 0.0%
Value ($000) $23 Shares 505 Est. Cost $41.81 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $22 Shares 68 Est. Cost $636.14 Unrealized -47.1%
FIW FIRST TRUST WATER ETF 0.0%
Value ($000) $22 Shares 200 Est. Cost $99.98 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $21 Shares 300 Est. Cost $0.06 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $21 Shares 125 Est. Cost $123.74 Unrealized +38.3%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $21 Shares 182 Est. Cost $29.24 Unrealized +228.9%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $21 Shares 75 Est. Cost $211.56 Unrealized +34.3%
IYE ISHARES U.S. ENERGY ETF 0.0%
Value ($000) $21 Shares 450 Est. Cost $40.00 Unrealized
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $21 Shares 550 Est. Cost $37.65 Unrealized
RTX RTX CORPORATION COM 0.0%
Value ($000) $21 Shares 170 Est. Cost $83.80 Unrealized +32.5%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $20 Shares 40 Est. Cost $304.70 Unrealized +59.4%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $20 Shares 249 Est. Cost $65.51 Unrealized
IONQ IONQ INC COM 0.0%
Value ($000) $20 Shares 2,300 Est. Cost $10.68 Unrealized -28.6%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $20 Shares 51 Est. Cost $310.65 Unrealized +9.0%
INTU INTUIT COM 0.0%
Value ($000) $20 Shares 32 Est. Cost $260.89 Unrealized +142.6%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $18 Shares 139 Est. Cost $94.24 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $18 Shares 200 Est. Cost $79.54 Unrealized +1.6%
IOO ISHARES GLOBAL 100 ETF 0.0%
Value ($000) $18 Shares 180 Est. Cost $69.44 Unrealized
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 0.0%
Value ($000) $18 Shares 550 Est. Cost $44.66 Unrealized
SIXG DEFIANCE CONNECTIVE TECHNOLOGIES ETF 0.0%
Value ($000) $17 Shares 400 Est. Cost $25.00 Unrealized
DNL WISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $17 Shares 440 Est. Cost $50.69 Unrealized
HXL HEXCEL CORP NEW COM 0.0%
Value ($000) $17 Shares 280 Est. Cost $64.57 Unrealized -2.6%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $17 Shares 150 Est. Cost $181.80 Unrealized -32.4%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $17 Shares 100 Est. Cost $0.13 Unrealized
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $17 Shares 56 Est. Cost $153.11 Unrealized +72.4%
IDHQ INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF 0.0%
Value ($000) $17 Shares 523 Est. Cost $29.00 Unrealized
CFLT CONFLUENT INC CLASS A COM 0.0%
Value ($000) $16 Shares 800 Est. Cost $28.23 Unrealized -20.7%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $16 Shares 220 Est. Cost $58.94 Unrealized +11.4%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $16 Shares 240 Est. Cost $78.60 Unrealized -7.6%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $15 Shares 195 Est. Cost $81.38 Unrealized -18.0%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $15 Shares 318 Est. Cost $121.35 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $15 Shares 298 Est. Cost $51.00 Unrealized
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $15 Shares 101 Est. Cost $106.96 Unrealized +22.0%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $15 Shares 300 Est. Cost $0.04 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $15 Shares 380 Est. Cost $39.46 Unrealized -8.1%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $14 Shares 109 Est. Cost $10.38 Unrealized
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $14 Shares 125 Est. Cost $87.50 Unrealized +33.5%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $14 Shares 100 Est. Cost $109.19 Unrealized +22.9%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $14 Shares 230 Est. Cost $61.20 Unrealized
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $14 Shares 626 Est. Cost $32.59 Unrealized -47.0%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $14 Shares 335 Est. Cost $20.98 Unrealized +69.3%
MDB MONGODB INC CL A 0.0%
Value ($000) $14 Shares 50 Est. Cost $309.19 Unrealized -16.0%
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $13 Shares 75 Est. Cost $66.07 Unrealized +171.8%
REET ISHARES GLOBAL REIT ETF 0.0%
Value ($000) $13 Shares 500 Est. Cost $25.76 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $13 Shares 300 Est. Cost $25.67 Unrealized
PCY INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF 0.0%
Value ($000) $13 Shares 605 Est. Cost $19.13 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $13 Shares 84 Est. Cost $143.38 Unrealized
SITM SITIME CORP COM 0.0%
Value ($000) $13 Shares 75 Est. Cost $110.45 Unrealized +29.6%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $13 Shares 311 Est. Cost $36.52 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $13 Shares 125 Est. Cost $73.61 Unrealized +26.4%
SDG ISHARES MSCI GLOBAL SUSTAINABLE DEVELOPMENT GOALS ETF 0.0%
Value ($000) $13 Shares 150 Est. Cost $93.33 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $13 Shares 195 Est. Cost $32.96 Unrealized +70.8%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $15.00 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $12 Shares 90 Est. Cost $98.33 Unrealized +21.2%
DVA DAVITA INC COM 0.0%
Value ($000) $12 Shares 75 Est. Cost $73.78 Unrealized +100.2%
IBND SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF 0.0%
Value ($000) $12 Shares 400 Est. Cost $35.00 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $12 Shares 120 Est. Cost $102.97 Unrealized
AES AES CORP COM 0.0%
Value ($000) $12 Shares 600 Est. Cost $8.06 Unrealized +104.0%
NTNX NUTANIX INC CL A 0.0%
Value ($000) $12 Shares 200 Est. Cost $30.30 Unrealized +81.3%
RSPD INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $12 Shares 225 Est. Cost $63.61 Unrealized
VECO VEECO INSTRS INC DEL COM 0.0%
Value ($000) $12 Shares 350 Est. Cost $12.51 Unrealized +199.5%
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $12 Shares 1,500 Est. Cost $14.53 Unrealized -54.0%
LNWO LIGHT & WONDER INC COM 0.0%
Value ($000) $11 Shares 125 Est. Cost $36.28 Unrealized +188.8%
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 0.0%
Value ($000) $11 Shares 300 Est. Cost $37.17 Unrealized
GCOW PACER GLOBAL CASH COWS DIVIDEND ETF 0.0%
Value ($000) $11 Shares 300 Est. Cost $10.02 Unrealized
XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 0.0%
Value ($000) $11 Shares 225 Est. Cost $48.89 Unrealized
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $11 Shares 255 Est. Cost $40.45 Unrealized
IYG ISHARES US FINANCIAL SERVICES ETF 0.0%
Value ($000) $11 Shares 150 Est. Cost $90.87 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $64.70 Unrealized -14.4%
GTLB GITLAB INC CLASS A COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.54 Unrealized -1.1%
ZS ZSCALER INC COM 0.0%
Value ($000) $10 Shares 60 Est. Cost $102.07 Unrealized +78.9%
BEN FRANKLIN RESOURCES INC COM 0.0%
Value ($000) $10 Shares 500 Est. Cost $18.29 Unrealized +7.8%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $10 Shares 201 Est. Cost $48.81 Unrealized -12.2%
ENS ENERSYS COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $63.36 Unrealized +57.0%
FLTR VANECK IG FLOATING RATE ETF 0.0%
Value ($000) $10 Shares 400 Est. Cost $25.00 Unrealized
LGLV SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $10 Shares 60 Est. Cost $100.00 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.00 Unrealized
OBIL US TREASURY 12 MONTH BILL ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $0.05 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $10 Shares 248 Est. Cost $35.64 Unrealized
SIRI SIRIUSXM HOLDINGS INC Stock 0.0%
Value ($000) $10 Shares 423 Est. Cost $31.06 Unrealized 0.0%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $10 Shares 102 Est. Cost $71.34 Unrealized +18.6%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $10 Shares 83 Est. Cost $109.03 Unrealized
PODD INSULET CORP COM 0.0%
Value ($000) $9 Shares 40 Est. Cost $94.83 Unrealized +116.6%
ICF ISHARES COHEN & STEERS REIT ETF 0.0%
Value ($000) $9 Shares 140 Est. Cost $68.28 Unrealized
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $9 Shares 200 Est. Cost $40.00 Unrealized
CRBN ISHARES MSCI ACWI LOW CARBON TARGET ETF 0.0%
Value ($000) $9 Shares 45 Est. Cost $111.11 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $9 Shares 971 Est. Cost $0.04 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $9 Shares 224 Est. Cost $43.58 Unrealized -18.0%
IFLN INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $8 Shares 450 Est. Cost $17.78 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $8 Shares 80 Est. Cost $76.67 Unrealized +21.3%
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $8 Shares 300 Est. Cost $9.15 Unrealized +49.2%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $8 Shares 60 Est. Cost $122.41 Unrealized +13.9%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $8 Shares 100 Est. Cost $71.97 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $8 Shares 120 Est. Cost $53.78 Unrealized +18.8%
PSK SPDR ICE PREFERRED SECURITIES ETF 0.0%
Value ($000) $8 Shares 215 Est. Cost $4.90 Unrealized
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $8 Shares 278 Est. Cost $19.42 Unrealized
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.0%
Value ($000) $8 Shares 150 Est. Cost $53.33 Unrealized
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.0%
Value ($000) $7 Shares 107 Est. Cost $37.12 Unrealized
ACWX ISHARES MSCI ACWI EX U.S. ETF 0.0%
Value ($000) $7 Shares 129 Est. Cost $42.05 Unrealized
DJP IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN 0.0%
Value ($000) $7 Shares 221 Est. Cost $24.34 Unrealized
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $96.14 Unrealized -5.2%
CDW CDW CORP COM 0.0%
Value ($000) $7 Shares 30 Est. Cost $178.00 Unrealized +22.2%
KNF KNIFE RIVER CORP Stock 0.0%
Value ($000) $7 Shares 75 Est. Cost $44.43 Unrealized +75.7%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $7 Shares 160 Est. Cost $43.39 Unrealized
CTAS CINTAS CORP COM 0.0%
Value ($000) $7 Shares 32 Est. Cost $170.03 Unrealized +12.3%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $7 Shares 17 Est. Cost $344.18 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $6 Shares 14 Est. Cost $255.40 Unrealized +60.8%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $6 Shares 60 Est. Cost $82.02 Unrealized +18.1%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $6 Shares 191 Est. Cost $26.68 Unrealized +5.9%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $6 Shares 12 Est. Cost $343.70 Unrealized +42.5%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $6 Shares 150 Est. Cost $52.91 Unrealized -20.3%
SFL SFL CORPORATION LTD SHS 0.0%
Value ($000) $6 Shares 500 Est. Cost $14.46 Unrealized -17.3%
SHM SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF 0.0%
Value ($000) $6 Shares 120 Est. Cost $47.63 Unrealized
LEMB ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF 0.0%
Value ($000) $6 Shares 150 Est. Cost $46.67 Unrealized
DHI D R HORTON INC COM 0.0%
Value ($000) $6 Shares 30 Est. Cost $140.39 Unrealized +23.3%
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $6 Shares 180 Est. Cost $44.44 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $5 Shares 116 Est. Cost $61.51 Unrealized -17.5%
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.0%
Value ($000) $5 Shares 54 Est. Cost $100.70 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $5 Shares 85 Est. Cost $67.90 Unrealized -18.7%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $5 Shares 45 Est. Cost $71.51 Unrealized +43.1%
UNP UNION PAC CORP COM 0.0%
Value ($000) $5 Shares 20 Est. Cost $168.86 Unrealized +39.0%
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $5 Shares 6 Est. Cost $85.67 Unrealized 0.0%
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $5 Shares 103 Est. Cost $48.54 Unrealized
UTWO US TREASURY 2 YEAR NOTE ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $0.05 Unrealized
HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $5 Shares 25 Est. Cost $116.41 Unrealized +44.3%
RGEN REPLIGEN CORP COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $178.42 Unrealized -19.6%
TNDM TANDEM DIABETES CARE INC COM NEW 0.0%
Value ($000) $4 Shares 100 Est. Cost $29.37 Unrealized +44.3%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $4 Shares 4 Est. Cost $750.05 Unrealized +47.6%
PLNH PLANET 13 HLDGS INC COM 0.0%
Value ($000) $4 Shares 7,000 Est. Cost $0.60 Unrealized -10.1%
BA BOEING CO COM 0.0%
Value ($000) $4 Shares 27 Est. Cost $203.31 Unrealized -15.7%
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $4 Shares 150 Est. Cost $25.01 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value ($000) $4 Shares 14 Est. Cost $210.20 Unrealized +23.9%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $4 Shares 90 Est. Cost $47.72 Unrealized -10.6%
EDIV SPDR S&P EMERGING MARKETS DIVIDEND ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $31.94 Unrealized
NMM NAVIOS MARITIME PARTNERS L P COM UNIT LPI 0.0%
Value ($000) $3 Shares 55 Est. Cost $18.84 Unrealized
LNTH LANTHEUS HLDGS INC COM 0.0%
Value ($000) $3 Shares 31 Est. Cost $64.49 Unrealized +61.1%
BG BUNGE GLOBAL SA COM SHS 0.0%
Value ($000) $3 Shares 34 Est. Cost $101.97 Unrealized -4.2%
IVOO VANGUARD S&P MID-CAP 400 ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $66.72 Unrealized
M MACYS INC COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $29.22 Unrealized -44.4%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $72.99 Unrealized +51.5%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $3 Shares 35 Est. Cost $80.07 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $95.39 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $52.85 Unrealized -12.4%
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $3 Shares 33 Est. Cost $84.18 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $3 Shares 27 Est. Cost $109.63 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $3 Shares 22 Est. Cost $80.48 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $18.03 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 30 Est. Cost $78.64 Unrealized
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $2 Shares 76 Est. Cost $32.08 Unrealized -9.6%
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD 0.0%
Value ($000) $2 Shares 21 Est. Cost $128.57 Unrealized -14.8%
FENI FIDELITY ENHANCED INTERNATIONAL ETF 0.0%
Value ($000) $2 Shares 76 Est. Cost $26.50 Unrealized
FOR FORESTAR GROUP INC COM 0.0%
Value ($000) $2 Shares 70 Est. Cost $23.39 Unrealized +33.1%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $101.01 Unrealized -0.4%
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value ($000) $2 Shares 145 Est. Cost $13.78 Unrealized
XPH SPDR S&P PHARMACEUTICALS ETF 0.0%
Value ($000) $2 Shares 45 Est. Cost $0.04 Unrealized
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.00 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC Stock 0.0%
Value ($000) $2 Shares 20 Est. Cost $82.69 Unrealized +1.3%
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.0%
Value ($000) $2 Shares 25 Est. Cost $80.00 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $2 Shares 9 Est. Cost $89.54 Unrealized
EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF 0.0%
Value ($000) $2 Shares 62 Est. Cost $32.26 Unrealized
FNDB SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF 0.0%
Value ($000) $2 Shares 22 Est. Cost $40.00 Unrealized
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $2 Shares 22 Est. Cost $60.70 Unrealized -0.9%
PROSHARES TR ULTRAPRO SHT QQQ 0.0%
Value ($000) $2 Shares 200 Est. Cost $7.54 Unrealized
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value ($000) $1 Shares 250 Est. Cost $0.01 Unrealized
HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 40 Est. Cost $38.75 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $138.91 Unrealized -1.2%
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $196.22 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $100.00 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $1 Shares 25 Est. Cost $41.77 Unrealized
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.85 Unrealized
ARKW ARK NEXT GENERATION INTERNET ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $148.15 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $63.29 Unrealized
NEWT NEWTEKONE INC COM NEW 0.0%
Value ($000) $1 Shares 80 Est. Cost $16.50 Unrealized -23.1%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $1 Shares 4 Est. Cost $114.29 Unrealized
IONS IONIS PHARMACEUTICALS INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $37.55 Unrealized +23.9%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $1 Shares 14 Est. Cost $49.32 Unrealized -10.3%
PSCU INVESCO S&P SMALLCAP UTILITIES & COMMUNICATION SERVICES ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $52.70 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $1 Shares 1 Est. Cost $529.00 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $90.37 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost $51.53 Unrealized
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $488.99 Unrealized -23.3%
POCI PRECISION OPTICS CORP INC MASS COM NEW 0.0%
Value ($000) $0 Shares 66 Est. Cost $6.49 Unrealized -11.3%
TDC TERADATA CORP DEL COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $32.17 Unrealized -7.2%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $0 Shares 33 Est. Cost $9.47 Unrealized
GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value ($000) $0 Shares 50 Est. Cost $5.64 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $230.22 Unrealized -1.1%
XRX XEROX HOLDINGS CORP COM NEW 0.0%
Value ($000) $0 Shares 25 Est. Cost $15.08 Unrealized -29.1%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $67.36 Unrealized +2.5%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $35.12 Unrealized +18.8%
PCG PG&E CORP COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $14.95 Unrealized +23.9%
GAIA GAIA INC NEW CL A 0.0%
Value ($000) $0 Shares 40 Est. Cost $2.58 Unrealized +80.9%
NATL NCR ATLEOS CORPORATION COM SHS 0.0%
Value ($000) $0 Shares 6 Est. Cost $22.89 Unrealized +27.1%
VYX NCR VOYIX CORPORATION COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $13.30 Unrealized +0.4%
EGRX EAGLE PHARMACEUTICALS INC COM 0.0%
Value ($000) $0 Shares 40 Est. Cost $29.69 Unrealized -83.9%
RIOT RIOT PLATFORMS INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $5.16 Unrealized +67.8%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $28.80 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $11.06 Unrealized -2.2%
CNDT CONDUENT INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $3.83 Unrealized -4.3%
XYZ BLOCK INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $61.92 Unrealized +4.3%
OGN ORGANON & CO Stock 0.0%
Value ($000) $0 Shares 3 Est. Cost $17.33 Unrealized +13.7%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $26.85 Unrealized -0.0%
F FORD MTR CO COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $10.44 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $8.43 Unrealized -49.3%
EKSO BIONICS HLDGS INC COM 0.0%
Value ($000) $0 Shares 31 Est. Cost Unrealized
AGEN AGENUS INC COM NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $13.27 Unrealized -43.6%
CARA THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 80 Est. Cost Unrealized
RLMD RELMADA THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $3.45 Unrealized -6.1%