Front Row Advisors LLC Diversified Active

CIK: 0001729254 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 12, 2025

Total Value ($000): $289,501 (100.0% shares, 0.0% debt)

Holdings (499)

NVDA NVIDIA CORPORATION COM 13.4%
Value ($000) $38,853 Shares 289,324 Est. Cost $91.34 Unrealized +50.8%
AAPL APPLE INC COM 12.2%
Value ($000) $35,457 Shares 141,591 Est. Cost $90.07 Unrealized +160.4%
AVGO BROADCOM INC COM 5.1%
Value ($000) $14,631 Shares 63,109 Est. Cost $144.59 Unrealized +26.5%
MSFT MICROSOFT CORP COM 4.3%
Value ($000) $12,499 Shares 29,653 Est. Cost $86.89 Unrealized +386.1%
SFM SPROUTS FMRS MKT INC COM 3.5%
Value ($000) $10,159 Shares 79,950 Est. Cost $24.49 Unrealized +442.8%
FTNT FORTINET INC COM 2.4%
Value ($000) $6,835 Shares 72,343 Est. Cost $49.52 Unrealized +79.6%
COST COSTCO WHSL CORP NEW COM 2.0%
Value ($000) $5,800 Shares 6,330 Est. Cost $216.18 Unrealized +326.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 1.9%
Value ($000) $5,549 Shares 28,099 Est. Cost $61.71 Unrealized
ABBV ABBVIE INC COM 1.7%
Value ($000) $4,790 Shares 26,956 Est. Cost $70.70 Unrealized +150.9%
SNPS SYNOPSYS INC COM 1.6%
Value ($000) $4,694 Shares 9,672 Est. Cost $170.92 Unrealized +205.8%
V VISA INC COM CL A 1.6%
Value ($000) $4,602 Shares 14,561 Est. Cost $128.01 Unrealized +133.0%
ABBNY ABB LTD SPONSORED ADR 1.5%
Value ($000) $4,425 Shares 82,395 Est. Cost $27.02 Unrealized
TJX TJX COS INC NEW COM 1.5%
Value ($000) $4,233 Shares 35,041 Est. Cost $40.30 Unrealized +192.1%
DOV DOVER CORP COM 1.4%
Value ($000) $4,095 Shares 21,830 Est. Cost $140.23 Unrealized +37.7%
BLK BLACKROCK INC COM 1.4%
Value ($000) $4,043 Shares 3,944 Est. Cost $840.24 Unrealized +17.9%
ISRG INTUITIVE SURGICAL INC COM NEW 1.3%
Value ($000) $3,836 Shares 7,350 Est. Cost $296.20 Unrealized +75.8%
PKG PACKAGING CORP AMER COM 1.3%
Value ($000) $3,793 Shares 16,849 Est. Cost $121.69 Unrealized +84.5%
ASML ASML HOLDING N V N Y REGISTRY SHS 1.2%
Value ($000) $3,583 Shares 5,170 Est. Cost $224.69 Unrealized
AMZN AMAZON COM INC COM 1.2%
Value ($000) $3,498 Shares 15,945 Est. Cost $123.13 Unrealized +66.1%
WMT WALMART INC COM 1.2%
Value ($000) $3,371 Shares 37,230 Est. Cost $49.03 Unrealized +75.0%
EQIX EQUINIX INC COM 1.2%
Value ($000) $3,371 Shares 3,575 Est. Cost $470.74 Unrealized +90.7%
GOOG ALPHABET INC CAP STK CL C 1.1%
Value ($000) $3,152 Shares 16,549 Est. Cost $117.38 Unrealized +49.7%
DELL DELL TECHNOLOGIES INC CL C 1.1%
Value ($000) $3,148 Shares 27,321 Est. Cost $113.55 Unrealized +8.5%
MEDP MEDPACE HLDGS INC COM 1.1%
Value ($000) $3,126 Shares 9,409 Est. Cost $110.38 Unrealized +207.2%
TMO THERMO FISHER SCIENTIFIC INC COM 1.1%
Value ($000) $3,048 Shares 5,855 Est. Cost $236.31 Unrealized +131.7%
DHR DANAHER CORPORATION COM 1.0%
Value ($000) $2,860 Shares 12,460 Est. Cost $103.77 Unrealized +135.1%
ADI ANALOG DEVICES INC COM 0.9%
Value ($000) $2,712 Shares 12,763 Est. Cost $155.92 Unrealized +39.0%
ROK ROCKWELL AUTOMATION INC COM 0.9%
Value ($000) $2,667 Shares 9,331 Est. Cost $179.49 Unrealized +53.8%
TGT TARGET CORP COM 0.9%
Value ($000) $2,663 Shares 19,699 Est. Cost $57.38 Unrealized +138.2%
ETN EATON CORP PLC SHS 0.9%
Value ($000) $2,630 Shares 7,926 Est. Cost $160.15 Unrealized +116.7%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.9%
Value ($000) $2,562 Shares 110,511 Est. Cost $35.64 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.8%
Value ($000) $2,429 Shares 6,577 Est. Cost $304.24 Unrealized +29.4%
DLR DIGITAL RLTY TR INC COM 0.8%
Value ($000) $2,417 Shares 13,536 Est. Cost $93.18 Unrealized +83.7%
AMGN AMGEN INC COM 0.8%
Value ($000) $2,415 Shares 9,267 Est. Cost $144.72 Unrealized +97.7%
ANET ARISTA NETWORKS INC COM SHS 0.8%
Value ($000) $2,374 Shares 21,476 Est. Cost $102.84 Unrealized 0.0%
GLW CORNING INC COM 0.8%
Value ($000) $2,325 Shares 48,919 Est. Cost $26.44 Unrealized +75.3%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.8%
Value ($000) $2,270 Shares 14,130 Est. Cost $86.82 Unrealized +85.6%
JPM JPMORGAN CHASE & CO. COM 0.7%
Value ($000) $2,110 Shares 8,801 Est. Cost $127.29 Unrealized +79.1%
MRSH MARSH & MCLENNAN COS INC COM 0.7%
Value ($000) $2,002 Shares 9,424 Est. Cost $74.39 Unrealized +192.7%
ITW ILLINOIS TOOL WKS INC COM 0.7%
Value ($000) $1,908 Shares 7,481 Est. Cost $130.85 Unrealized +96.7%
QQQ INVESCO QQQ TRUST SERIES I 0.6%
Value ($000) $1,870 Shares 3,658 Est. Cost $276.91 Unrealized
LOW LOWES COS INC COM 0.6%
Value ($000) $1,749 Shares 7,088 Est. Cost $83.60 Unrealized +212.8%
CME CME GROUP INC COM 0.6%
Value ($000) $1,706 Shares 7,167 Est. Cost $112.17 Unrealized +95.8%
SPY SPDR S&P 500 ETF TRUST 0.6%
Value ($000) $1,649 Shares 2,804 Est. Cost $282.99 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.5%
Value ($000) $1,578 Shares 18,614 Est. Cost $74.10 Unrealized
HON HONEYWELL INTL INC COM 0.5%
Value ($000) $1,434 Shares 6,347 Est. Cost $181.68 Unrealized +12.1%
KO COCA COLA CO COM 0.5%
Value ($000) $1,372 Shares 22,031 Est. Cost $35.63 Unrealized +77.0%
GTLS CHART INDS INC COM 0.5%
Value ($000) $1,339 Shares 7,014 Est. Cost $167.57 Unrealized -4.1%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.4%
Value ($000) $1,054 Shares 5,381 Est. Cost $139.11 Unrealized
CCI CROWN CASTLE INC COM 0.4%
Value ($000) $1,045 Shares 11,512 Est. Cost $97.53 Unrealized +0.6%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.4%
Value ($000) $1,031 Shares 11,336 Est. Cost $106.14 Unrealized
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $981 Shares 6,784 Est. Cost $123.03 Unrealized +21.6%
MKSI MKS INSTRS INC COM 0.3%
Value ($000) $937 Shares 8,975 Est. Cost $96.97 Unrealized +10.3%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $857 Shares 2,957 Est. Cost $154.42 Unrealized +87.9%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $825 Shares 11,510 Est. Cost $64.43 Unrealized +16.4%
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value ($000) $783 Shares 19,571 Est. Cost $35.09 Unrealized +12.3%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.3%
Value ($000) $746 Shares 5,790 Est. Cost $75.58 Unrealized
HD HOME DEPOT INC COM 0.2%
Value ($000) $689 Shares 1,770 Est. Cost $236.77 Unrealized +67.8%
IVV ISHARES CORE S&P 500 ETF 0.2%
Value ($000) $686 Shares 1,166 Est. Cost $343.45 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.2%
Value ($000) $664 Shares 24,312 Est. Cost $34.44 Unrealized
ON ON SEMICONDUCTOR CORP COM 0.2%
Value ($000) $659 Shares 10,449 Est. Cost $91.38 Unrealized -24.6%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.2%
Value ($000) $655 Shares 4,838 Est. Cost $138.47 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $644 Shares 1,421 Est. Cost $388.47 Unrealized +18.9%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.2%
Value ($000) $640 Shares 34,582 Est. Cost $25.60 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.2%
Value ($000) $631 Shares 22,632 Est. Cost $37.67 Unrealized
MGC VANGUARD MEGA CAP ETF 0.2%
Value ($000) $567 Shares 2,665 Est. Cost $147.05 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $560 Shares 2,960 Est. Cost $109.68 Unrealized +58.8%
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.2%
Value ($000) $541 Shares 18,650 Est. Cost $30.72 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.2%
Value ($000) $519 Shares 18,724 Est. Cost $36.95 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.2%
Value ($000) $515 Shares 5,072 Est. Cost $85.40 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $480 Shares 2,595 Est. Cost $144.14 Unrealized
PGR PROGRESSIVE CORP COM 0.2%
Value ($000) $452 Shares 1,888 Est. Cost $185.99 Unrealized +24.7%
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $449 Shares 1,869 Est. Cost $181.19 Unrealized
WFC WELLS FARGO CO NEW COM 0.2%
Value ($000) $442 Shares 6,293 Est. Cost $44.13 Unrealized +51.1%
COWZ PACER US CASH COWS 100 ETF 0.2%
Value ($000) $441 Shares 7,778 Est. Cost $37.93 Unrealized
AGO ASSURED GUARANTY LTD COM 0.1%
Value ($000) $404 Shares 4,485 Est. Cost $32.48 Unrealized +166.8%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.1%
Value ($000) $387 Shares 17,062 Est. Cost $34.20 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.1%
Value ($000) $381 Shares 1,768 Est. Cost $271.35 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $375 Shares 9,986 Est. Cost $39.85 Unrealized +0.4%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $373 Shares 2,574 Est. Cost $133.58 Unrealized +8.9%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $369 Shares 4,048 Est. Cost $65.81 Unrealized +42.8%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $357 Shares 3,310 Est. Cost $66.76 Unrealized +63.0%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $355 Shares 1,223 Est. Cost $241.17 Unrealized +26.1%
FISV FISERV INC COM 0.1%
Value ($000) $347 Shares 1,691 Est. Cost $151.37 Unrealized +34.9%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.1%
Value ($000) $347 Shares 13,404 Est. Cost $42.30 Unrealized
EFIV SPDR S&P 500 ESG ETF 0.1%
Value ($000) $338 Shares 5,990 Est. Cost $54.43 Unrealized
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.1%
Value ($000) $333 Shares 18,260 Est. Cost $3.92 Unrealized
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $330 Shares 1,967 Est. Cost $122.50 Unrealized +35.3%
IUSV ISHARES CORE S&P US VALUE ETF 0.1%
Value ($000) $330 Shares 3,560 Est. Cost $53.42 Unrealized
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.1%
Value ($000) $299 Shares 5,000 Est. Cost $59.92 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $295 Shares 1,258 Est. Cost $224.83 Unrealized +10.5%
IYW ISHARES U.S. TECHNOLOGY ETF 0.1%
Value ($000) $291 Shares 1,825 Est. Cost $104.59 Unrealized
CB CHUBB LIMITED COM 0.1%
Value ($000) $290 Shares 1,046 Est. Cost $262.61 Unrealized +7.1%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $289 Shares 3,258 Est. Cost $55.31 Unrealized
RXI ISHARES GLOBAL CONSUMER DISCRETIONARY ETF 0.1%
Value ($000) $279 Shares 1,514 Est. Cost $109.59 Unrealized
RWR SPDR DOW JONES REIT ETF 0.1%
Value ($000) $271 Shares 2,744 Est. Cost $93.60 Unrealized
CRM SALESFORCE INC COM 0.1%
Value ($000) $267 Shares 800 Est. Cost $132.93 Unrealized +138.3%
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $267 Shares 3,604 Est. Cost $71.89 Unrealized +2.7%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $266 Shares 1,381 Est. Cost $104.65 Unrealized +80.9%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $264 Shares 1,200 Est. Cost $101.31 Unrealized +113.5%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $262 Shares 5,955 Est. Cost $44.34 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $258 Shares 605 Est. Cost $270.82 Unrealized
ICVT ISHARES CONVERTIBLE BOND ETF 0.1%
Value ($000) $251 Shares 2,952 Est. Cost $64.09 Unrealized
RSG REPUBLIC SVCS INC COM 0.1%
Value ($000) $247 Shares 1,227 Est. Cost $185.14 Unrealized +10.4%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.1%
Value ($000) $244 Shares 9,363 Est. Cost $33.84 Unrealized
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $235 Shares 1,254 Est. Cost $176.15 Unrealized +9.7%
RITM RITHM CAPITAL CORP COM NEW 0.1%
Value ($000) $235 Shares 21,700 Est. Cost $10.78 Unrealized
LLY ELI LILLY & CO COM 0.1%
Value ($000) $234 Shares 303 Est. Cost $488.87 Unrealized +68.0%
FDX FEDEX CORP COM 0.1%
Value ($000) $234 Shares 827 Est. Cost $251.77 Unrealized +7.9%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $233 Shares 4,867 Est. Cost $46.85 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $225 Shares 1,350 Est. Cost $85.43 Unrealized +105.8%
MLM MARTIN MARIETTA MATLS INC COM 0.1%
Value ($000) $224 Shares 434 Est. Cost $575.68 Unrealized -2.1%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $224 Shares 2,534 Est. Cost $85.94 Unrealized
NEU NEWMARKET CORP COM 0.1%
Value ($000) $223 Shares 420 Est. Cost $539.68 Unrealized -2.8%
EXI ISHARES GLOBAL INDUSTRIALS ETF 0.1%
Value ($000) $223 Shares 1,578 Est. Cost $96.54 Unrealized
IXG ISHARES GLOBAL FINANCIALS ETF 0.1%
Value ($000) $218 Shares 2,266 Est. Cost $70.02 Unrealized
META META PLATFORMS INC CL A 0.1%
Value ($000) $217 Shares 371 Est. Cost $212.36 Unrealized +175.4%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.1%
Value ($000) $212 Shares 7,957 Est. Cost $25.47 Unrealized
BRKR BRUKER CORP COM 0.1%
Value ($000) $206 Shares 3,514 Est. Cost $58.77 Unrealized 0.0%
CHD CHURCH & DWIGHT CO INC COM 0.1%
Value ($000) $203 Shares 1,942 Est. Cost $103.76 Unrealized +0.3%
TEL TE CONNECTIVITY PLC ORD SHS 0.1%
Value ($000) $203 Shares 1,419 Est. Cost $146.87 Unrealized -0.0%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $202 Shares 4,000 Est. Cost $50.75 Unrealized
CSX CSX CORP COM 0.1%
Value ($000) $201 Shares 6,240 Est. Cost $27.84 Unrealized +21.0%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $200 Shares 1,517 Est. Cost $81.12 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $199 Shares 3,808 Est. Cost $38.96 Unrealized +25.3%
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.1%
Value ($000) $197 Shares 2,289 Est. Cost $89.23 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $193 Shares 480 Est. Cost $134.62 Unrealized
VV VANGUARD LARGE-CAP ETF 0.1%
Value ($000) $191 Shares 708 Est. Cost $177.64 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $182 Shares 450 Est. Cost $231.07 Unrealized +39.2%
IYH ISHARES U.S. HEALTHCARE ETF 0.1%
Value ($000) $179 Shares 3,070 Est. Cost $84.27 Unrealized
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.1%
Value ($000) $178 Shares 1,850 Est. Cost $97.88 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.1%
Value ($000) $177 Shares 2,211 Est. Cost $82.45 Unrealized
D DOMINION ENERGY INC COM 0.1%
Value ($000) $176 Shares 3,266 Est. Cost $56.10 Unrealized -3.7%
NSRGY NESTLE S A SPONSORED ADR 0.1%
Value ($000) $168 Shares 2,054 Est. Cost $102.50 Unrealized
ACLLY ACCELLERON INDS AG UNSPONSORED ADR 0.1%
Value ($000) $161 Shares 3,170 Est. Cost $0.02 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $160 Shares 135 Est. Cost $69.13 Unrealized +16.6%
PFFD GLOBAL X U.S. PREFERRED ETF 0.1%
Value ($000) $157 Shares 8,000 Est. Cost $20.71 Unrealized
AWR AMER STATES WTR CO COM 0.1%
Value ($000) $155 Shares 2,000 Est. Cost $47.02 Unrealized +72.1%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $154 Shares 439 Est. Cost $170.19 Unrealized +108.4%
IYJ ISHARES U.S. INDUSTRIALS ETF 0.1%
Value ($000) $150 Shares 1,120 Est. Cost $122.77 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $149 Shares 2,848 Est. Cost $52.51 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.1%
Value ($000) $148 Shares 1,100 Est. Cost $63.50 Unrealized +114.0%
SHV ISHARES SHORT TREASURY BOND ETF 0.1%
Value ($000) $147 Shares 1,331 Est. Cost $110.91 Unrealized
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $146 Shares 1,581 Est. Cost $64.51 Unrealized +34.9%
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.1%
Value ($000) $146 Shares 5,830 Est. Cost $24.43 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $145 Shares 820 Est. Cost $186.56 Unrealized +8.3%
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.0%
Value ($000) $142 Shares 3,062 Est. Cost $35.89 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $141 Shares 1,809 Est. Cost $75.14 Unrealized
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.0%
Value ($000) $141 Shares 2,333 Est. Cost $80.74 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $140 Shares 1,948 Est. Cost $78.43 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $139 Shares 2,685 Est. Cost $59.42 Unrealized
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $137 Shares 1,235 Est. Cost $92.97 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $136 Shares 2,491 Est. Cost $40.13 Unrealized
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 0.0%
Value ($000) $134 Shares 5,667 Est. Cost $28.27 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $133 Shares 1,897 Est. Cost $34.56 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $133 Shares 5,837 Est. Cost $34.37 Unrealized
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 0.0%
Value ($000) $131 Shares 5,315 Est. Cost $25.52 Unrealized
RPM RPM INTL INC COM 0.0%
Value ($000) $123 Shares 1,000 Est. Cost $63.44 Unrealized +107.9%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $115 Shares 1,520 Est. Cost $72.88 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $115 Shares 435 Est. Cost $181.85 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $114 Shares 915 Est. Cost $121.14 Unrealized
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $112 Shares 1,044 Est. Cost $96.34 Unrealized +16.6%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $112 Shares 1,766 Est. Cost $47.77 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $109 Shares 4,127 Est. Cost $25.51 Unrealized -1.5%
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 0.0%
Value ($000) $103 Shares 3,480 Est. Cost $27.08 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $102 Shares 1,513 Est. Cost $38.57 Unrealized +67.0%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $100 Shares 300 Est. Cost $156.67 Unrealized
FSMB FIRST TRUST SHORT DURATION MANAGED MUNICIPAL ETF 0.0%
Value ($000) $99 Shares 5,000 Est. Cost $19.84 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value ($000) $98 Shares 1,649 Est. Cost $44.05 Unrealized +25.7%
IONQ IONQ INC COM 0.0%
Value ($000) $96 Shares 2,300 Est. Cost $10.68 Unrealized +134.9%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $95 Shares 888 Est. Cost $115.41 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $93 Shares 3,379 Est. Cost $29.10 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $92 Shares 1,207 Est. Cost $55.08 Unrealized +38.9%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $91 Shares 2,000 Est. Cost $54.50 Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $88 Shares 4,178 Est. Cost $27.41 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $87 Shares 1,132 Est. Cost $79.11 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $86 Shares 973 Est. Cost $62.02 Unrealized +36.0%
ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF 0.0%
Value ($000) $86 Shares 1,905 Est. Cost $47.75 Unrealized
IXP ISHARES GLOBAL COMM SERVICES ETF 0.0%
Value ($000) $83 Shares 858 Est. Cost $56.44 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $83 Shares 170 Est. Cost $387.32 Unrealized +36.1%
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $82 Shares 1,614 Est. Cost $49.34 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $79 Shares 514 Est. Cost $157.27 Unrealized -0.5%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $78 Shares 1,035 Est. Cost $21.31 Unrealized +173.3%
SNA SNAP ON INC COM 0.0%
Value ($000) $76 Shares 224 Est. Cost $269.89 Unrealized +21.3%
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $76 Shares 2,000 Est. Cost $40.58 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $73 Shares 2,680 Est. Cost $15.98 Unrealized +55.7%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $72 Shares 651 Est. Cost $132.00 Unrealized -21.6%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $72 Shares 1,760 Est. Cost $34.40 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $70 Shares 22 Est. Cost $1490.10 Unrealized +112.5%
O REALTY INCOME CORP COM 0.0%
Value ($000) $70 Shares 1,310 Est. Cost $42.70 Unrealized +27.6%
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.0%
Value ($000) $69 Shares 1,350 Est. Cost $39.45 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $68 Shares 643 Est. Cost $115.93 Unrealized
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.0%
Value ($000) $68 Shares 1,213 Est. Cost $45.37 Unrealized +22.8%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $68 Shares 1,978 Est. Cost $30.84 Unrealized
IYK ISHARES U.S. CONSUMER STAPLES ETF 0.0%
Value ($000) $67 Shares 1,020 Est. Cost $87.24 Unrealized
SPBO SPDR PORTFOLIO CORPORATE BOND ETF 0.0%
Value ($000) $67 Shares 2,335 Est. Cost $32.12 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $67 Shares 733 Est. Cost $77.83 Unrealized +19.6%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $66 Shares 273 Est. Cost $25.94 Unrealized
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $65 Shares 7,000 Est. Cost $12.28 Unrealized
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $65 Shares 2,512 Est. Cost $40.98 Unrealized
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $65 Shares 350 Est. Cost $107.36 Unrealized +45.5%
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $63 Shares 1,115 Est. Cost $23.69 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $61 Shares 1,170 Est. Cost $40.62 Unrealized +30.5%
ZM ZOOM COMMUNICATIONS INC CL A 0.0%
Value ($000) $61 Shares 751 Est. Cost $317.65 Unrealized -75.2%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $61 Shares 535 Est. Cost $118.42 Unrealized +3.0%
NWE NORTHWESTERN ENERGY GROUP INC COM NEW 0.0%
Value ($000) $61 Shares 1,135 Est. Cost $49.98 Unrealized +2.8%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $57 Shares 245 Est. Cost $173.59 Unrealized
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.0%
Value ($000) $57 Shares 935 Est. Cost $46.17 Unrealized
SUSA ISHARES MSCI USA ESG SELECT ETF 0.0%
Value ($000) $57 Shares 465 Est. Cost $104.54 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $56 Shares 252 Est. Cost $200.86 Unrealized
ITM VANECK INTERMEDIATE MUNI ETF 0.0%
Value ($000) $55 Shares 1,200 Est. Cost $50.38 Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value ($000) $55 Shares 2,276 Est. Cost $37.01 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $53 Shares 376 Est. Cost $114.65 Unrealized +19.8%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $52 Shares 735 Est. Cost $47.07 Unrealized +38.9%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $52 Shares 318 Est. Cost $140.13 Unrealized +12.3%
LIN LINDE PLC SHS 0.0%
Value ($000) $51 Shares 123 Est. Cost $422.36 Unrealized +6.2%
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $51 Shares 2,900 Est. Cost $20.43 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $51 Shares 1,502 Est. Cost $34.85 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $51 Shares 225 Est. Cost $195.53 Unrealized +12.4%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $50 Shares 2,391 Est. Cost $22.81 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $49 Shares 450 Est. Cost $116.43 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $49 Shares 96 Est. Cost $417.38 Unrealized +32.5%
SIEGY SIEMENS A G SPONSORED ADR 0.0%
Value ($000) $48 Shares 500 Est. Cost $81.18 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $48 Shares 800 Est. Cost $30.42 Unrealized +134.8%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $48 Shares 900 Est. Cost $53.05 Unrealized
IDLV INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF 0.0%
Value ($000) $47 Shares 1,700 Est. Cost $23.24 Unrealized
ROST ROSS STORES INC COM 0.0%
Value ($000) $47 Shares 310 Est. Cost $78.73 Unrealized +84.3%
EIX EDISON INTL COM 0.0%
Value ($000) $47 Shares 587 Est. Cost $51.52 Unrealized +53.2%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $46 Shares 81 Est. Cost $396.03 Unrealized +37.6%
NULV NUVEEN ESG LARGE-CAP VALUE ETF 0.0%
Value ($000) $45 Shares 1,155 Est. Cost $38.13 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $45 Shares 366 Est. Cost $87.84 Unrealized +35.5%
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 +11.9%
SMMV ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF 0.0%
Value ($000) $44 Shares 1,050 Est. Cost $31.02 Unrealized
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $42 Shares 540 Est. Cost $53.86 Unrealized
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 0.0%
Value ($000) $41 Shares 344 Est. Cost $113.90 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $41 Shares 705 Est. Cost $26.29 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $40 Shares 557 Est. Cost $33.99 Unrealized +12.2%
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.0%
Value ($000) $40 Shares 1,600 Est. Cost $0.03 Unrealized
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $39 Shares 605 Est. Cost $38.92 Unrealized +35.1%
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $39 Shares 450 Est. Cost $0.07 Unrealized
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.0%
Value ($000) $38 Shares 962 Est. Cost $52.10 Unrealized
MRK MERCK & CO INC COM 0.0%
Value ($000) $38 Shares 378 Est. Cost $90.95 Unrealized +8.5%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $37 Shares 71 Est. Cost $359.46 Unrealized +43.2%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $37 Shares 846 Est. Cost $28.53 Unrealized +50.1%
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 0.0%
Value ($000) $37 Shares 410 Est. Cost $0.07 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $36 Shares 1,159 Est. Cost $33.46 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $35 Shares 278 Est. Cost $86.57 Unrealized
AME AMETEK INC COM 0.0%
Value ($000) $35 Shares 195 Est. Cost $77.51 Unrealized +133.2%
ABUS ARBUTUS BIOPHARMA CORP COM 0.0%
Value ($000) $34 Shares 10,500 Est. Cost $3.06 Unrealized +20.2%
ECL ECOLAB INC COM 0.0%
Value ($000) $34 Shares 145 Est. Cost $151.53 Unrealized +62.0%
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.0%
Value ($000) $34 Shares 900 Est. Cost $42.00 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $31 Shares 300 Est. Cost $36.42 Unrealized +192.2%
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value ($000) $31 Shares 320 Est. Cost $104.69 Unrealized
EGUS ISHARES ESG AWARE MSCI USA GROWTH ETF 0.0%
Value ($000) $30 Shares 680 Est. Cost $44.57 Unrealized
MXI ISHARES GLOBAL MATERIALS ETF 0.0%
Value ($000) $30 Shares 383 Est. Cost $71.36 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $30 Shares 386 Est. Cost $67.27 Unrealized +13.1%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $29 Shares 224 Est. Cost $89.48 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.0%
Value ($000) $29 Shares 1,200 Est. Cost $23.96 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value ($000) $28 Shares 375 Est. Cost $80.37 Unrealized
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $28 Shares 420 Est. Cost $53.66 Unrealized +23.9%
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
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $27 Shares 300 Est. Cost $27.58 Unrealized +219.2%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $26 Shares 210 Est. Cost $103.99 Unrealized +17.6%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $26 Shares 795 Est. Cost $31.71 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $26 Shares 150 Est. Cost $141.69 Unrealized
CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF 0.0%
Value ($000) $26 Shares 275 Est. Cost $87.29 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $26 Shares 835 Est. Cost $23.77 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $26 Shares 264 Est. Cost $102.51 Unrealized -0.2%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $26 Shares 160 Est. Cost $135.45 Unrealized +32.3%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $26 Shares 75 Est. Cost $211.56 Unrealized +57.2%
DE DEERE & CO COM 0.0%
Value ($000) $25 Shares 60 Est. Cost $334.19 Unrealized +23.9%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $25 Shares 170 Est. Cost $113.73 Unrealized +37.4%
BAB INVESCO TAXABLE MUNICIPAL BOND ETF 0.0%
Value ($000) $25 Shares 950 Est. Cost $29.17 Unrealized
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $25 Shares 670 Est. Cost $37.50 Unrealized
HYZD WISDOMTREE INTEREST RATE HEDGED HIGH YIELD BOND FUND 0.0%
Value ($000) $24 Shares 1,100 Est. Cost $21.82 Unrealized
PII POLARIS INC COM 0.0%
Value ($000) $24 Shares 424 Est. Cost $91.85 Unrealized -24.2%
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $24 Shares 300 Est. Cost $77.44 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $24 Shares 275 Est. Cost $81.53 Unrealized +20.4%
NUMG NUVEEN ESG MID-CAP GROWTH ETF 0.0%
Value ($000) $24 Shares 505 Est. Cost $41.81 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $24 Shares 180 Est. Cost $125.67 Unrealized
PGHY INVESCO GLOBAL EX-US HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $24 Shares 1,200 Est. Cost $22.50 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $23 Shares 309 Est. Cost $67.49 Unrealized
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 0.0%
Value ($000) $23 Shares 405 Est. Cost $57.27 Unrealized
SUSL ISHARES ESG MSCI USA LEADERS ETF 0.0%
Value ($000) $23 Shares 221 Est. Cost $62.79 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $23 Shares 540 Est. Cost $46.86 Unrealized
CFLT CONFLUENT INC CLASS A COM 0.0%
Value ($000) $22 Shares 800 Est. Cost $28.23 Unrealized -5.0%
NFLX NETFLIX INC COM 0.0%
Value ($000) $22 Shares 25 Est. Cost $82.31 Unrealized 0.0%
JXI ISHARES GLOBAL UTILITIES ETF 0.0%
Value ($000) $22 Shares 347 Est. Cost $49.30 Unrealized
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value ($000) $22 Shares 170 Est. Cost $100.00 Unrealized
RACE FERRARI N V COM 0.0%
Value ($000) $21 Shares 50 Est. Cost $387.39 Unrealized +16.5%
IYE ISHARES U.S. ENERGY ETF 0.0%
Value ($000) $21 Shares 450 Est. Cost $40.00 Unrealized
SON SONOCO PRODS CO COM 0.0%
Value ($000) $20 Shares 418 Est. Cost $46.71 Unrealized +4.9%
FIW FIRST TRUST WATER ETF 0.0%
Value ($000) $20 Shares 200 Est. Cost $99.98 Unrealized
FTDS FIRST TRUST DIVIDEND STRENGTH ETF 0.0%
Value ($000) $20 Shares 400 Est. Cost $50.55 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $20 Shares 32 Est. Cost $260.89 Unrealized +143.3%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $20 Shares 58 Est. Cost $636.14 Unrealized -43.2%
ARM ARM HOLDINGS PLC SPONSORED ADS 0.0%
Value ($000) $20 Shares 160 Est. Cost $124.99 Unrealized
RTX RTX CORPORATION COM 0.0%
Value ($000) $20 Shares 170 Est. Cost $83.80 Unrealized +41.1%
HYXF ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $20 Shares 425 Est. Cost $46.20 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $19 Shares 139 Est. Cost $94.24 Unrealized
SIXG DEFIANCE CONNECTIVE TECHNOLOGIES ETF 0.0%
Value ($000) $19 Shares 400 Est. Cost $25.00 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $19 Shares 300 Est. Cost $0.06 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $19 Shares 51 Est. Cost $310.65 Unrealized +22.9%
IOO ISHARES GLOBAL 100 ETF 0.0%
Value ($000) $18 Shares 180 Est. Cost $69.44 Unrealized
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $18 Shares 125 Est. Cost $87.50 Unrealized +57.0%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $18 Shares 240 Est. Cost $78.60 Unrealized -11.0%
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $18 Shares 56 Est. Cost $153.11 Unrealized +109.8%
HXL HEXCEL CORP NEW COM 0.0%
Value ($000) $18 Shares 280 Est. Cost $64.57 Unrealized -4.3%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $17 Shares 183 Est. Cost $29.24 Unrealized +235.5%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $17 Shares 195 Est. Cost $81.38 Unrealized +3.1%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $17 Shares 40 Est. Cost $304.70 Unrealized +44.0%
RDDT REDDIT INC CL A 0.0%
Value ($000) $16 Shares 100 Est. Cost $123.45 Unrealized 0.0%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $16 Shares 100 Est. Cost $0.13 Unrealized
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $16 Shares 169 Est. Cost $13.24 Unrealized
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 0.0%
Value ($000) $16 Shares 550 Est. Cost $44.66 Unrealized
SITM SITIME CORP COM 0.0%
Value ($000) $16 Shares 75 Est. Cost $110.45 Unrealized +84.4%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $16 Shares 200 Est. Cost $79.54 Unrealized +5.4%
DNL WISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $16 Shares 440 Est. Cost $50.69 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $15 Shares 100 Est. Cost $123.74 Unrealized +28.9%
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $15 Shares 1,500 Est. Cost $14.53 Unrealized -41.2%
IDHQ INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF 0.0%
Value ($000) $15 Shares 523 Est. Cost $29.00 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $15 Shares 298 Est. Cost $51.00 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $14 Shares 230 Est. Cost $61.20 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $14 Shares 335 Est. Cost $20.98 Unrealized +86.8%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $14 Shares 109 Est. Cost $10.38 Unrealized
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $14 Shares 626 Est. Cost $32.59 Unrealized -31.8%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $14 Shares 220 Est. Cost $58.94 Unrealized +8.7%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $109.19 Unrealized +19.2%
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $13 Shares 101 Est. Cost $106.96 Unrealized +30.8%
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $13 Shares 75 Est. Cost $66.07 Unrealized +173.4%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $13 Shares 300 Est. Cost $0.04 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $13 Shares 300 Est. Cost $25.67 Unrealized
NTNX NUTANIX INC CL A 0.0%
Value ($000) $12 Shares 200 Est. Cost $30.30 Unrealized +115.7%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $12 Shares 202 Est. Cost $48.81 Unrealized +19.5%
EBAY EBAY INC. COM 0.0%
Value ($000) $12 Shares 195 Est. Cost $32.96 Unrealized +89.3%
RSPD INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $12 Shares 225 Est. Cost $63.61 Unrealized
PCY INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF 0.0%
Value ($000) $12 Shares 605 Est. Cost $19.13 Unrealized
REET ISHARES GLOBAL REIT ETF 0.0%
Value ($000) $12 Shares 500 Est. Cost $25.76 Unrealized
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $12 Shares 311 Est. Cost $36.52 Unrealized
IYG ISHARES US FINANCIAL SERVICES ETF 0.0%
Value ($000) $12 Shares 150 Est. Cost $90.87 Unrealized
MDB MONGODB INC CL A 0.0%
Value ($000) $12 Shares 50 Est. Cost $309.19 Unrealized -8.7%
MMM 3M CO COM 0.0%
Value ($000) $12 Shares 90 Est. Cost $98.33 Unrealized +30.6%
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 0.0%
Value ($000) $12 Shares 300 Est. Cost $37.17 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $15.00 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $12 Shares 125 Est. Cost $73.61 Unrealized +26.5%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $11 Shares 84 Est. Cost $143.38 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $11 Shares 380 Est. Cost $39.46 Unrealized -16.0%
IBND SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF 0.0%
Value ($000) $11 Shares 400 Est. Cost $35.00 Unrealized
DVA DAVITA INC COM 0.0%
Value ($000) $11 Shares 75 Est. Cost $73.78 Unrealized +112.5%
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $11 Shares 120 Est. Cost $102.97 Unrealized
ZS ZSCALER INC COM 0.0%
Value ($000) $11 Shares 60 Est. Cost $102.07 Unrealized +89.6%
LNWO LIGHT & WONDER INC COM 0.0%
Value ($000) $11 Shares 125 Est. Cost $36.28 Unrealized +158.2%
SDG ISHARES MSCI GLOBAL SUSTAINABLE DEVELOPMENT GOALS ETF 0.0%
Value ($000) $11 Shares 150 Est. Cost $93.33 Unrealized
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $11 Shares 255 Est. Cost $40.45 Unrealized
XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 0.0%
Value ($000) $11 Shares 225 Est. Cost $48.89 Unrealized
PODD INSULET CORP COM 0.0%
Value ($000) $10 Shares 40 Est. Cost $94.83 Unrealized +165.6%
GCOW PACER GLOBAL CASH COWS DIVIDEND ETF 0.0%
Value ($000) $10 Shares 300 Est. Cost $10.02 Unrealized
FLTR VANECK IG FLOATING RATE ETF 0.0%
Value ($000) $10 Shares 400 Est. Cost $25.00 Unrealized
BEN FRANKLIN RESOURCES INC COM 0.0%
Value ($000) $10 Shares 500 Est. Cost $18.29 Unrealized +7.1%
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
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $64.70 Unrealized -23.9%
LGLV SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $10 Shares 60 Est. Cost $100.00 Unrealized
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK 0.0%
Value ($000) $10 Shares 423 Est. Cost $31.06 Unrealized -17.9%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $10 Shares 102 Est. Cost $71.34 Unrealized +30.9%
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $9 Shares 248 Est. Cost $35.64 Unrealized
VECO VEECO INSTRS INC DEL COM 0.0%
Value ($000) $9 Shares 350 Est. Cost $12.51 Unrealized +132.0%
ENS ENERSYS COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $63.36 Unrealized +51.9%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $9 Shares 971 Est. Cost $0.04 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $9 Shares 80 Est. Cost $109.03 Unrealized
CRBN ISHARES MSCI ACWI LOW CARBON TARGET ETF 0.0%
Value ($000) $9 Shares 45 Est. Cost $111.11 Unrealized
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $9 Shares 200 Est. Cost $40.00 Unrealized
ICF ISHARES COHEN & STEERS REIT ETF 0.0%
Value ($000) $8 Shares 141 Est. Cost $68.28 Unrealized
IFLN INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $8 Shares 450 Est. Cost $17.78 Unrealized
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $8 Shares 105 Est. Cost $76.61 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $8 Shares 120 Est. Cost $53.78 Unrealized +35.0%
AES AES CORP COM 0.0%
Value ($000) $8 Shares 600 Est. Cost $8.06 Unrealized +73.9%
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.0%
Value ($000) $8 Shares 107 Est. Cost $37.12 Unrealized
KNF KNIFE RIVER CORP COMMON STOCK 0.0%
Value ($000) $8 Shares 75 Est. Cost $44.43 Unrealized +119.9%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $8 Shares 60 Est. Cost $82.02 Unrealized +45.7%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $96.14 Unrealized -28.6%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $7 Shares 80 Est. Cost $76.67 Unrealized +28.2%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $7 Shares 60 Est. Cost $122.41 Unrealized +5.5%
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.0%
Value ($000) $7 Shares 300 Est. Cost $38.81 Unrealized
PSK SPDR ICE PREFERRED SECURITIES ETF 0.0%
Value ($000) $7 Shares 215 Est. Cost $4.90 Unrealized
DJP IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN 0.0%
Value ($000) $7 Shares 221 Est. Cost $24.34 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $7 Shares 100 Est. Cost $71.97 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $7 Shares 17 Est. Cost $344.18 Unrealized
ACWX ISHARES MSCI ACWI EX U.S. ETF 0.0%
Value ($000) $7 Shares 129 Est. Cost $42.05 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $7 Shares 224 Est. Cost $43.58 Unrealized -24.4%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $6 Shares 14 Est. Cost $255.40 Unrealized +83.4%
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $6 Shares 278 Est. Cost $19.42 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $6 Shares 12 Est. Cost $343.70 Unrealized +46.4%
CTAS CINTAS CORP COM 0.0%
Value ($000) $6 Shares 32 Est. Cost $170.03 Unrealized +22.5%
SHM SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF 0.0%
Value ($000) $6 Shares 120 Est. Cost $47.63 Unrealized
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $5 Shares 180 Est. Cost $44.44 Unrealized
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $5 Shares 300 Est. Cost $9.15 Unrealized +84.8%
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.0%
Value ($000) $5 Shares 54 Est. Cost $100.70 Unrealized
LEMB ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF 0.0%
Value ($000) $5 Shares 150 Est. Cost $46.67 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $5 Shares 160 Est. Cost $43.39 Unrealized
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $5 Shares 45 Est. Cost $71.51 Unrealized +60.6%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $5 Shares 191 Est. Cost $26.68 Unrealized -0.9%
CDW CDW CORP COM 0.0%
Value ($000) $5 Shares 30 Est. Cost $178.00 Unrealized +7.3%
SFL SFL CORPORATION LTD SHS 0.0%
Value ($000) $5 Shares 500 Est. Cost $14.46 Unrealized -26.2%
ECG EVERUS CONSTR GROUP COM 0.0%
Value ($000) $5 Shares 75 Est. Cost $62.93 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $5 Shares 150 Est. Cost $52.91 Unrealized -31.1%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $52.85 Unrealized +60.0%
UTWO US TREASURY 2 YEAR NOTE ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $0.05 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $5 Shares 27 Est. Cost $203.31 Unrealized -22.8%
HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $5 Shares 116 Est. Cost $61.51 Unrealized -23.2%
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $4 Shares 103 Est. Cost $48.54 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $4 Shares 60 Est. Cost $76.05 Unrealized -1.4%
RGEN REPLIGEN CORP COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $178.42 Unrealized -19.6%
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $4 Shares 25 Est. Cost $116.41 Unrealized +52.2%
DHI D R HORTON INC COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $140.39 Unrealized +17.5%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $4 Shares 85 Est. Cost $67.90 Unrealized -21.0%
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $4 Shares 150 Est. Cost $25.01 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $18.03 Unrealized
TNDM TANDEM DIABETES CARE INC COM NEW 0.0%
Value ($000) $4 Shares 100 Est. Cost $29.37 Unrealized +15.2%
EDIV SPDR S&P EMERGING MARKETS DIVIDEND ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $31.94 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $3 Shares 90 Est. Cost $47.72 Unrealized -15.1%
M MACYS INC COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $29.22 Unrealized -45.5%
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $210.20 Unrealized +25.1%
IVOO VANGUARD S&P MID-CAP 400 ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $66.72 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $72.99 Unrealized +59.9%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $3 Shares 35 Est. Cost $80.07 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $3 Shares 4 Est. Cost $750.05 Unrealized +11.3%
LNTH LANTHEUS HLDGS INC COM 0.0%
Value ($000) $3 Shares 31 Est. Cost $64.49 Unrealized +51.0%
MBB ISHARES MBS ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $95.39 Unrealized
PLNH PLANET 13 HLDGS INC COM 0.0%
Value ($000) $3 Shares 7,000 Est. Cost $0.60 Unrealized -20.5%
BG BUNGE GLOBAL SA COM SHS 0.0%
Value ($000) $3 Shares 34 Est. Cost $101.97 Unrealized -17.2%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $3 Shares 27 Est. Cost $109.63 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD 0.0%
Value ($000) $3 Shares 21 Est. Cost $128.57 Unrealized -8.3%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $3 Shares 22 Est. Cost $80.48 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $3 Shares 33 Est. Cost $84.18 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
NMM NAVIOS MARITIME PARTNERS L P COM UNIT LPI 0.0%
Value ($000) $2 Shares 55 Est. Cost $18.84 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 -11.1%
FENI FIDELITY ENHANCED INTERNATIONAL ETF 0.0%
Value ($000) $2 Shares 76 Est. Cost $26.50 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $101.01 Unrealized -14.2%
XPH SPDR S&P PHARMACEUTICALS ETF 0.0%
Value ($000) $2 Shares 45 Est. Cost $0.04 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value ($000) $2 Shares 145 Est. Cost $13.78 Unrealized
FOR FORESTAR GROUP INC COM 0.0%
Value ($000) $2 Shares 70 Est. Cost $23.39 Unrealized +27.9%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.00 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $2 Shares 9 Est. Cost $89.54 Unrealized
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.0%
Value ($000) $2 Shares 25 Est. Cost $80.00 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $2 Shares 20 Est. Cost $82.69 Unrealized +2.6%
FNDB SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF 0.0%
Value ($000) $2 Shares 66 Est. Cost $28.84 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $196.22 Unrealized
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $1 Shares 22 Est. Cost $60.70 Unrealized +15.3%
HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 40 Est. Cost $38.75 Unrealized
EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF 0.0%
Value ($000) $1 Shares 62 Est. Cost $32.26 Unrealized
ARKW ARK NEXT GENERATION INTERNET ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $148.15 Unrealized
PROSHARES ULTRAPRO SHORT QQQ 0.0%
Value ($000) $1 Shares 40 Est. Cost $7.54 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $138.91 Unrealized -5.4%
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
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
NEWT NEWTEKONE INC COM NEW 0.0%
Value ($000) $1 Shares 80 Est. Cost $16.50 Unrealized -17.8%
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value ($000) $1 Shares 250 Est. Cost $0.01 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $63.29 Unrealized
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 -0.5%
PSCU INVESCO S&P SMALLCAP UTILITIES & COMMUNICATION SERVICES ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $52.70 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $1 Shares 3 Est. Cost $100.00 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $1 Shares 1 Est. Cost $529.00 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $1 Shares 14 Est. Cost $49.32 Unrealized -10.7%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $90.37 Unrealized
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $488.99 Unrealized -20.8%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost $51.53 Unrealized
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $41.90 Unrealized
TDC TERADATA CORP DEL COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $32.17 Unrealized -2.7%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $0 Shares 12 Est. Cost $27.58 Unrealized
POCI PRECISION OPTICS CORP INC MASS COM NEW 0.0%
Value ($000) $0 Shares 66 Est. Cost $6.49 Unrealized -27.2%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $35.12 Unrealized +43.3%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $0 Shares 33 Est. Cost $9.47 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $230.22 Unrealized -2.2%
PCG PG&E CORP COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $14.95 Unrealized +34.8%
XRX XEROX HOLDINGS CORP COM NEW 0.0%
Value ($000) $0 Shares 25 Est. Cost $15.08 Unrealized -38.8%
NATL NCR ATLEOS CORPORATION COM SHS 0.0%
Value ($000) $0 Shares 6 Est. Cost $22.89 Unrealized +32.4%
RIOT RIOT PLATFORMS INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $5.16 Unrealized +111.1%
GAIA GAIA INC NEW CL A 0.0%
Value ($000) $0 Shares 40 Est. Cost $2.58 Unrealized +112.0%
VYX NCR VOYIX CORPORATION COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $13.30 Unrealized +4.3%
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $11.06 Unrealized +5.2%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $28.80 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $61.92 Unrealized +32.5%
CNDT CONDUENT INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $3.83 Unrealized +3.7%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $26.85 Unrealized +15.7%
F FORD MTR CO COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $10.44 Unrealized -5.4%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $0 Shares 3 Est. Cost $17.33 Unrealized -9.1%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $8.43 Unrealized -18.1%
CARA THERAPEUTICS INC COM NEW 0.0%
Value ($000) $0 Shares 6 Est. Cost $6.17 Unrealized
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 -72.1%
CRDF CARDIFF ONCOLOGY INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $3.13 Unrealized 0.0%