Crewe Advisors LLC Diversified Active

Location: Salt Lake City, UT

CIK: 0001730033 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 24, 2026

Total Value: $1.38B (100.0% shares, 0.0% debt)

Holdings (1,135)

New Positions (175)

HTZ HERTZ GLOBAL HLDGS INC 0.6%
Value $8.594M Shares 3,794,106 Est. Cost $2.27 Unrealized
FLOT ISHARES TR 0.1%
Value $1.33M Shares 26,050 Est. Cost $51.05 Unrealized
BIL SPDR SERIES TRUST 0.1%
Value $776K Shares 8,467 Est. Cost $91.64 Unrealized
SPCX SPACE EXPLORATION TECHN CORP 0.0%
Value $335K Shares 1,961 Est. Cost $170.86 Unrealized
FLJP FRANKLIN TEMPLETON ETF TR 0.0%
Value $241K Shares 6,052 Est. Cost $39.75 Unrealized
HGER HARBOR ETF TRUST 0.0%
Value $231K Shares 7,870 Est. Cost $29.34 Unrealized
LWAY LIFEWAY FOODS INC 0.0%
Value $209K Shares 7,000 Est. Cost $29.84 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value $197K Shares 1,390 Est. Cost $141.89 Unrealized
HON HONEYWELL INTL INC 0.0%
Value $175K Shares 780 Est. Cost $223.90 Unrealized
HONA HONEYWELL AEROSPACE INC 0.0%
Value $172K Shares 776 Est. Cost $221.08 Unrealized
SLVR SPROTT FDS TR 0.0%
Value $154K Shares 3,070 Est. Cost $50.19 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value $142K Shares 1,715 Est. Cost $82.62 Unrealized
FLEX FLEX LTD 0.0%
Value $138K Shares 850 Est. Cost $162.07 Unrealized
NXDR NEXTDOOR HOLDINGS INC 0.0%
Value $136K Shares 60,000 Est. Cost $2.27 Unrealized
AVEX AEVEX CORP 0.0%
Value $136K Shares 6,500 Est. Cost $20.89 Unrealized
TFI SPDR SERIES TRUST 0.0%
Value $125K Shares 2,738 Est. Cost $45.80 Unrealized
RBRK RUBRIK INC. 0.0%
Value $120K Shares 1,500 Est. Cost $80.28 Unrealized
TGEN TECOGEN INC NEW 0.0%
Value $120K Shares 23,000 Est. Cost $5.22 Unrealized
GLDM WORLD GOLD TR 0.0%
Value $116K Shares 1,465 Est. Cost $79.42 Unrealized
TOYO TOYO CO LTD 0.0%
Value $104K Shares 15,000 Est. Cost $6.95 Unrealized
RDCM RADCOM LTD 0.0%
Value $98,700 Shares 7,000 Est. Cost $14.10 Unrealized
VRRM VERRA MOBILITY CORP 0.0%
Value $97,750 Shares 23,000 Est. Cost $4.25 Unrealized
LVO LIVEONE INC 0.0%
Value $96,000 Shares 15,000 Est. Cost $6.40 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value $93,196 Shares 216 Est. Cost $431.46 Unrealized
SEI SOLARIS ENERGY INFRAS INC 0.0%
Value $88,506 Shares 1,100 Est. Cost $80.46 Unrealized
STIP ISHARES TR 0.0%
Value $83,363 Shares 816 Est. Cost $102.16 Unrealized
LBRT LIBERTY ENERGY INC 0.0%
Value $81,189 Shares 3,100 Est. Cost $26.19 Unrealized
TRAK REPOSITRAK INC 0.0%
Value $72,000 Shares 8,000 Est. Cost $9.00 Unrealized
CEPT CANTOR EQUITY PARTNERS II IN 0.0%
Value $67,100 Shares 5,000 Est. Cost $13.42 Unrealized
URI UNITED RENTALS INC 0.0%
Value $65,708 Shares 58 Est. Cost $1132.90 Unrealized
AVUV AMERICAN CENTY ETF TR 0.0%
Value $64,751 Shares 519 Est. Cost $124.76 Unrealized
SDCI USCF ETF TR 0.0%
Value $63,166 Shares 2,389 Est. Cost $26.44 Unrealized
FDXF FEDEX FGHT HLDG CO INC 0.0%
Value $61,457 Shares 407 Est. Cost $151.00 Unrealized
MRLN MERLIN INC 0.0%
Value $56,900 Shares 10,000 Est. Cost $5.69 Unrealized
WSM WILLIAMS SONOMA INC 0.0%
Value $48,951 Shares 210 Est. Cost $233.10 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value $47,610 Shares 351 Est. Cost $135.64 Unrealized
DRAM ROUNDHILL ETF TRUST 0.0%
Value $45,714 Shares 619 Est. Cost $73.85 Unrealized
QEFA SPDR INDEX SHS FDS 0.0%
Value $42,823 Shares 446 Est. Cost $96.02 Unrealized
AISP AIRSHIP AI HLDGS INC 0.0%
Value $40,630 Shares 17,000 Est. Cost $2.39 Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value $38,331 Shares 169 Est. Cost $226.81 Unrealized
SHYG ISHARES TR 0.0%
Value $34,819 Shares 821 Est. Cost $42.41 Unrealized
EMGF ISHARES INC 0.0%
Value $33,480 Shares 457 Est. Cost $73.26 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value $33,257 Shares 95 Est. Cost $350.07 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.0%
Value $32,472 Shares 122 Est. Cost $266.16 Unrealized
CLS CELESTICA INC 0.0%
Value $32,103 Shares 88 Est. Cost $364.81 Unrealized
SPTL SPDR SERIES TRUST 0.0%
Value $28,985 Shares 1,105 Est. Cost $26.23 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value $26,676 Shares 40 Est. Cost $666.90 Unrealized
CMPX COMPASS THERAPEUTICS INC 0.0%
Value $25,615 Shares 11,696 Est. Cost $2.19 Unrealized
BURL BURLINGTON STORES INC 0.0%
Value $25,344 Shares 80 Est. Cost $316.80 Unrealized
TXRH TEXAS ROADHOUSE INC 0.0%
Value $24,927 Shares 129 Est. Cost $193.23 Unrealized
SGI SOMNIGROUP INTERNATIONAL INC 0.0%
Value $22,109 Shares 282 Est. Cost $78.40 Unrealized
EME EMCOR GROUP INC 0.0%
Value $20,747 Shares 25 Est. Cost $829.88 Unrealized
CCL CARNIVAL CORP LTD 0.0%
Value $20,228 Shares 708 Est. Cost $28.57 Unrealized
FRVO FERVO ENERGY CO 0.0%
Value $19,818 Shares 678 Est. Cost $29.23 Unrealized
SHV ISHARES TR 0.0%
Value $19,422 Shares 176 Est. Cost $110.35 Unrealized
LPLA LPL FINL HLDGS INC 0.0%
Value $19,155 Shares 68 Est. Cost $281.69 Unrealized
JPME J P MORGAN EXCHANGE TRADED F 0.0%
Value $17,763 Shares 143 Est. Cost $124.22 Unrealized
BLCR BLACKROCK ETF TRUST 0.0%
Value $16,824 Shares 334 Est. Cost $50.37 Unrealized
SRE SEMPRA 0.0%
Value $16,430 Shares 176 Est. Cost $93.35 Unrealized
FPS FORGENT POWER SOLUTIONS INC 0.0%
Value $14,915 Shares 267 Est. Cost $55.86 Unrealized
COHR COHERENT CORP 0.0%
Value $14,596 Shares 37 Est. Cost $394.49 Unrealized
RLY SSGA ACTIVE ETF TR 0.0%
Value $13,977 Shares 405 Est. Cost $34.51 Unrealized
AMPG AMPLITECH GROUP INC 0.0%
Value $13,920 Shares 2,000 Est. Cost $6.96 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value $13,038 Shares 821 Est. Cost $15.88 Unrealized
SPSB SPDR SERIES TRUST 0.0%
Value $12,245 Shares 408 Est. Cost $30.01 Unrealized
RDW REDWIRE CORPORATION 0.0%
Value $12,230 Shares 1,000 Est. Cost $12.23 Unrealized
MET METLIFE INC 0.0%
Value $12,100 Shares 143 Est. Cost $84.62 Unrealized
KLIC KULICKE & SOFFA INDS INC 0.0%
Value $11,784 Shares 88 Est. Cost $133.91 Unrealized
HLI HOULIHAN LOKEY INC 0.0%
Value $11,536 Shares 86 Est. Cost $134.14 Unrealized
PNR PENTAIR PLC 0.0%
Value $11,423 Shares 149 Est. Cost $76.66 Unrealized
ALLE ALLEGION PLC 0.0%
Value $10,959 Shares 78 Est. Cost $140.50 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value $9,080 Shares 69 Est. Cost $131.59 Unrealized
ON ON SEMICONDUCTOR CORP 0.0%
Value $9,076 Shares 96 Est. Cost $94.54 Unrealized
MIR MIRION TECHNOLOGIES INC 0.0%
Value $8,679 Shares 484 Est. Cost $17.93 Unrealized
STE STERIS PLC 0.0%
Value $8,634 Shares 41 Est. Cost $210.59 Unrealized
AROC ARCHROCK INC 0.0%
Value $8,631 Shares 212 Est. Cost $40.71 Unrealized
OMF ONEMAIN HLDGS INC 0.0%
Value $8,353 Shares 137 Est. Cost $60.97 Unrealized
WMS ADVANCED DRAIN SYS INC DEL 0.0%
Value $7,848 Shares 50 Est. Cost $156.96 Unrealized
YOU CLEAR SECURE INC 0.0%
Value $7,528 Shares 135 Est. Cost $55.76 Unrealized
TRI THOMSON REUTERS CORP 0.0%
Value $7,106 Shares 87 Est. Cost $81.68 Unrealized
COCO VITA COCO CO INC 0.0%
Value $7,077 Shares 107 Est. Cost $66.14 Unrealized
WAT WATERS CORP 0.0%
Value $6,751 Shares 18 Est. Cost $375.06 Unrealized
BAX BAXTER INTL INC 0.0%
Value $6,652 Shares 312 Est. Cost $21.32 Unrealized
BRO BROWN & BROWN INC 0.0%
Value $6,223 Shares 97 Est. Cost $64.15 Unrealized
RL RALPH LAUREN CORP 0.0%
Value $6,022 Shares 15 Est. Cost $401.47 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value $5,563 Shares 27 Est. Cost $206.04 Unrealized
LTRX LANTRONIX INC 0.0%
Value $5,516 Shares 938 Est. Cost $5.88 Unrealized
CRL CHARLES RIV LABS INTL INC 0.0%
Value $5,443 Shares 24 Est. Cost $226.79 Unrealized
L LOEWS CORP 0.0%
Value $5,435 Shares 48 Est. Cost $113.23 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value $5,111 Shares 4 Est. Cost $1277.75 Unrealized
EXR EXTRA SPACE STORAGE INC 0.0%
Value $5,086 Shares 35 Est. Cost $145.31 Unrealized
MBC MASTERBRAND INC 0.0%
Value $4,724 Shares 459 Est. Cost $10.29 Unrealized
MAS MASCO CORP 0.0%
Value $4,720 Shares 58 Est. Cost $81.38 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value $4,652 Shares 27 Est. Cost $172.30 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value $4,419 Shares 41 Est. Cost $107.78 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value $4,343 Shares 48 Est. Cost $90.48 Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value $4,100 Shares 14 Est. Cost $292.86 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value $4,017 Shares 76 Est. Cost $52.86 Unrealized
AON AON PLC 0.0%
Value $3,981 Shares 12 Est. Cost $331.75 Unrealized
AXON AXON ENTERPRISE INC 0.0%
Value $3,925 Shares 7 Est. Cost $560.71 Unrealized
JBL JABIL INC 0.0%
Value $3,855 Shares 10 Est. Cost $385.50 Unrealized
ALB ALBEMARLE CORP 0.0%
Value $3,781 Shares 28 Est. Cost $135.04 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value $3,659 Shares 71 Est. Cost $51.54 Unrealized
ASBP ASPIRE BIOPHARMA HLDGS INC 0.0%
Value $3,616 Shares 677 Est. Cost $5.34 Unrealized
SAN BANCO SANTANDER SA 0.0%
Value $3,575 Shares 259 Est. Cost $13.80 Unrealized
PCG PG&E CORP 0.0%
Value $3,365 Shares 200 Est. Cost $16.82 Unrealized
FFIV F5 INC 0.0%
Value $3,328 Shares 8 Est. Cost $416.00 Unrealized
KEY KEYCORP 0.0%
Value $3,297 Shares 143 Est. Cost $23.06 Unrealized
TRMB TRIMBLE INC 0.0%
Value $3,276 Shares 64 Est. Cost $51.19 Unrealized
AES AES CORP 0.0%
Value $3,123 Shares 213 Est. Cost $14.66 Unrealized
VTR VENTAS INC 0.0%
Value $3,108 Shares 35 Est. Cost $88.80 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value $3,064 Shares 7 Est. Cost $437.71 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value $2,983 Shares 13 Est. Cost $229.46 Unrealized
TFLO ISHARES TR 0.0%
Value $2,937 Shares 58 Est. Cost $50.64 Unrealized
LAD LITHIA MTRS INC 0.0%
Value $2,905 Shares 10 Est. Cost $290.50 Unrealized
DOW DOW HLDGS INC 0.0%
Value $2,846 Shares 104 Est. Cost $27.37 Unrealized
AIBZ BITZERO HOLDINGS INC 0.0%
Value $2,736 Shares 400 Est. Cost $6.84 Unrealized
TPR TAPESTRY INC 0.0%
Value $2,635 Shares 18 Est. Cost $146.39 Unrealized
SAP SAP SE 0.0%
Value $2,620 Shares 17 Est. Cost $154.12 Unrealized
RBC RBC BEARINGS INC 0.0%
Value $2,577 Shares 4 Est. Cost $644.25 Unrealized
RIO RIO TINTO PLC 0.0%
Value $2,469 Shares 26 Est. Cost $94.96 Unrealized
CIEN CIENA CORP 0.0%
Value $2,453 Shares 5 Est. Cost $490.60 Unrealized
DVA DAVITA INC 0.0%
Value $2,448 Shares 11 Est. Cost $222.55 Unrealized
FICO FAIR ISAAC CORP 0.0%
Value $2,390 Shares 2 Est. Cost $1195.00 Unrealized
FTI TECHNIPFMC PLC 0.0%
Value $2,387 Shares 36 Est. Cost $66.31 Unrealized
FE FIRSTENERGY CORP 0.0%
Value $2,187 Shares 46 Est. Cost $47.54 Unrealized
VGNT VERSIGENT PLC 0.0%
Value $2,185 Shares 52 Est. Cost $42.02 Unrealized
BATRK ATLANTA BRAVES HLDGS INC 0.0%
Value $2,128 Shares 41 Est. Cost $51.90 Unrealized
CCB COASTAL FINL CORP WA 0.0%
Value $2,093 Shares 27 Est. Cost $77.52 Unrealized
NOK NOKIA CORP 0.0%
Value $2,059 Shares 155 Est. Cost $13.28 Unrealized
IX ORIX CORP 0.0%
Value $2,055 Shares 54 Est. Cost $38.06 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value $1,981 Shares 25 Est. Cost $79.24 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value $1,883 Shares 20 Est. Cost $94.15 Unrealized
UBS UBS GROUP AG 0.0%
Value $1,735 Shares 35 Est. Cost $49.57 Unrealized
GEN GEN DIGITAL INC 0.0%
Value $1,569 Shares 63 Est. Cost $24.90 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value $1,560 Shares 23 Est. Cost $67.83 Unrealized
DECK DECKERS OUTDOOR CORP 0.0%
Value $1,391 Shares 14 Est. Cost $99.36 Unrealized
BUD ANHEUSER BUSCH INBEV SA NV 0.0%
Value $1,319 Shares 16 Est. Cost $82.44 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value $1,311 Shares 18 Est. Cost $72.83 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value $1,181 Shares 7 Est. Cost $168.71 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value $1,180 Shares 5 Est. Cost $236.00 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value $1,145 Shares 26 Est. Cost $44.04 Unrealized
LDOS LEIDOS HOLDINGS INC 0.0%
Value $1,133 Shares 11 Est. Cost $103.00 Unrealized
CHRW C H ROBINSON WORLDWIDE IN 0.0%
Value $1,131 Shares 6 Est. Cost $188.50 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value $1,060 Shares 5 Est. Cost $212.00 Unrealized
SE SEA LTD 0.0%
Value $1,055 Shares 11 Est. Cost $95.91 Unrealized
CMTL COMTECH TELECOMMUNICATIONS C 0.0%
Value $1,050 Shares 500 Est. Cost $2.10 Unrealized
WY WEYERHAEUSER CO 0.0%
Value $1,030 Shares 43 Est. Cost $23.95 Unrealized
NWSA NEWS CORP NEW 0.0%
Value $621 Shares 25 Est. Cost $24.84 Unrealized
GL GLOBE LIFE INC 0.0%
Value $537 Shares 3 Est. Cost $179.00 Unrealized
ERIE ERIE INDTY CO 0.0%
Value $480 Shares 2 Est. Cost $240.00 Unrealized
CORO BLACKROCK ETF TRUST 0.0%
Value $476 Shares 13 Est. Cost $36.62 Unrealized
PUK PRUDENTIAL PLC 0.0%
Value $456 Shares 17 Est. Cost $26.82 Unrealized
MRP MILLROSE PPTYS INC 0.0%
Value $451 Shares 15 Est. Cost $30.07 Unrealized
EWY ISHARES INC 0.0%
Value $404 Shares 2 Est. Cost $202.00 Unrealized
PBR PETROLEO BRASILEIRO S A 0.0%
Value $404 Shares 25 Est. Cost $16.16 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value $386 Shares 18 Est. Cost $21.44 Unrealized
NWG NATWEST GROUP PLC 0.0%
Value $353 Shares 20 Est. Cost $17.65 Unrealized
NYT NEW YORK TIMES CO MTN BE 0.0%
Value $350 Shares 5 Est. Cost $70.00 Unrealized
EWT ISHARES INC 0.0%
Value $326 Shares 3 Est. Cost $108.67 Unrealized
INFQ INFLEQTION INC 0.0%
Value $320 Shares 24 Est. Cost $13.33 Unrealized
PATH UIPATH INC 0.0%
Value $316 Shares 29 Est. Cost $10.90 Unrealized
SPYI NEOS ETF TRUST 0.0%
Value $266 Shares 5 Est. Cost $53.20 Unrealized
IIPR INNOVATIVE INDL PPTYS INC 0.0%
Value $254 Shares 4 Est. Cost $63.50 Unrealized
VELO VELO3D INC 0.0%
Value $246 Shares 14 Est. Cost $17.57 Unrealized
MRAM EVERSPIN TECHNOLOGIES INC 0.0%
Value $242 Shares 10 Est. Cost $24.20 Unrealized
KSCP KNIGHTSCOPE INC 0.0%
Value $211 Shares 100 Est. Cost $2.11 Unrealized
RYAAY RYANAIR HOLDINGS PLC 0.0%
Value $130 Shares 2 Est. Cost $65.00 Unrealized
TWO TWO HARBORS INVENTMENT CORPO 0.0%
Value $100 Shares 8 Est. Cost $12.50 Unrealized
EFC ELLINGTON FINANCIAL INC 0.0%
Value $82 Shares 6 Est. Cost $13.67 Unrealized
CWEN CLEARWAY ENERGY INC 0.0%
Value $69 Shares 2 Est. Cost $34.50 Unrealized
SUNS SUNRISE RLTY TR INC 0.0%
Value $56 Shares 7 Est. Cost $8.00 Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value $48 Shares 1 Est. Cost $48.00 Unrealized
DAIC CID HOLDCO INC 0.0%
Value $28 Shares 16 Est. Cost $1.75 Unrealized
VEEE TWIN VEE POWERCATS CO 0.0%
Value $6 Shares 1 Est. Cost $6.00 Unrealized

Increased Positions (458)

PACS PACS GROUP INC 10.2%
Value $141M (+59.4%) Shares 3,307,188 (+20.1%) Est. Cost $29.64 Unrealized
AMD ADVANCED MICRO DEVICES INC 1.7%
Value $23.34M (+191.4%) Shares 40,172 (+2.1%) Est. Cost $182.68 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 5.7%
Value $78.1M (+19.8%) Shares 104,579 (+4.3%) Est. Cost $346.57 Unrealized
IJH ISHARES TR 5.8%
Value $80.44M (+17.5%) Shares 1,043,164 (+2.9%) Est. Cost $82.38 Unrealized
PULS PGIM ETF TR 3.0%
Value $41.99M (+25.6%) Shares 847,303 (+25.5%) Est. Cost $49.68 Unrealized
IEFA ISHARES TR 4.6%
Value $63.76M (+14.7%) Shares 660,188 (+7.6%) Est. Cost $72.97 Unrealized
VGT VANGUARD WORLD FD 1.4%
Value $19.65M (+37.0%) Shares 164,416 (+700.0%) Est. Cost $146.49 Unrealized
IJR ISHARES TR 1.9%
Value $26.75M (+23.8%) Shares 180,397 (+3.8%) Est. Cost $113.14 Unrealized
DBEF DBX ETF TR 3.1%
Value $42.54M (+12.8%) Shares 778,666 (+2.0%) Est. Cost $35.07 Unrealized
CVX CHEVRON CORPORATION 1.3%
Value $17.5M (-18.8%) Shares 105,557 (+1.3%) Est. Cost $152.45 Unrealized
GOOG ALPHABET INC 1.4%
Value $19.09M (+25.3%) Shares 54,038 (+1.8%) Est. Cost $212.42 Unrealized
QQQ INVESCO QQQ TR 1.0%
Value $14.27M (+29.8%) Shares 19,375 (+1.7%) Est. Cost $301.12 Unrealized
MUB ISHARES TR 2.0%
Value $27.56M (+10.4%) Shares 256,075 (+8.9%) Est. Cost $106.54 Unrealized
GOOGL ALPHABET INC 0.6%
Value $7.787M (+30.6%) Shares 21,790 (+5.1%) Est. Cost $216.41 Unrealized
NVDA NVIDIA CORPORATION 0.6%
Value $8.046M (+29.4%) Shares 40,213 (+12.7%) Est. Cost $148.88 Unrealized
JAAA JANUS DETROIT STR TR 0.4%
Value $5.318M (+51.5%) Shares 105,330 (+51.1%) Est. Cost $50.45 Unrealized
MSFT MICROSOFT CORP 2.4%
Value $32.68M (+5.6%) Shares 87,611 (+4.8%) Est. Cost $482.15 Unrealized
IEMG ISHARES INC 0.6%
Value $8.728M (+21.2%) Shares 105,358 (+2.1%) Est. Cost $56.44 Unrealized
BND VANGUARD BD INDEX FDS 3.7%
Value $50.78M (+2.5%) Shares 691,686 (+2.8%) Est. Cost $73.68 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value $13.44M (+9.5%) Shares 26,858 (+4.9%) Est. Cost $438.92 Unrealized
AMZN AMAZON COM INC 0.5%
Value $7.045M (+19.8%) Shares 29,559 (+4.7%) Est. Cost $201.99 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value $2.089M (+119.5%) Shares 2,889 (+3.8%) Est. Cost $207.39 Unrealized
VOO VANGUARD INDEX FDS 0.6%
Value $8.157M (+16.1%) Shares 11,876 (+1.0%) Est. Cost $365.40 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value $1.507M (+291.8%) Shares 1,306 (+14.7%) Est. Cost $250.38 Unrealized
NFLX NETFLIX INC. 0.2%
Value $3.177M (-23.9%) Shares 44,491 (+2.4%) Est. Cost $108.03 Unrealized
ANET ARISTA NETWORKS INC 0.2%
Value $3.211M (+42.0%) Shares 18,904 (+2.6%) Est. Cost $129.82 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 0.9%
Value $12.42M (+8.1%) Shares 183,760 (+2.3%) Est. Cost $63.24 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.3%
Value $4.069M (+29.2%) Shares 80,466 (+29.3%) Est. Cost $50.31 Unrealized
V VISA INC 0.4%
Value $6.128M (+17.6%) Shares 17,862 (+3.6%) Est. Cost $345.07 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value $2.739M (+50.0%) Shares 14,376 (+4.7%) Est. Cost $142.54 Unrealized
AVGO BROADCOM INC 0.2%
Value $2.917M (+41.8%) Shares 7,723 (+16.2%) Est. Cost $316.57 Unrealized
TSLA TESLA INC 0.4%
Value $5.902M (+17.0%) Shares 14,032 (+3.4%) Est. Cost $202.74 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.5%
Value $7.228M (+12.2%) Shares 121,090 (+1.6%) Est. Cost $45.38 Unrealized
APH AMPHENOL CORP 0.1%
Value $1.842M (+68.9%) Shares 10,446 (+21.0%) Est. Cost $121.56 Unrealized
CAT CATERPILLAR INC 0.1%
Value $1.818M (+57.4%) Shares 1,707 (+4.7%) Est. Cost $457.27 Unrealized
EEM ISHARES TR 0.2%
Value $2.609M (+28.1%) Shares 38,133 (+6.3%) Est. Cost $46.79 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value $2.829M (+24.4%) Shares 11,954 (+13.1%) Est. Cost $218.18 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value $4.27M (+14.0%) Shares 13,043 (+2.5%) Est. Cost $296.83 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value $834K (+119.7%) Shares 2,446 (+3.3%) Est. Cost $180.26 Unrealized
GLW CORNING INC 0.0%
Value $610K (+272.7%) Shares 2,387 (+98.4%) Est. Cost $160.24 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value $416K (+4866.0%) Shares 652 (+2003.2%) Est. Cost $619.07 Unrealized
CSCO CISCO SYS INC 0.0%
Value $690K (+137.3%) Shares 5,872 (+56.8%) Est. Cost $81.05 Unrealized
SPYM SPDR SERIES TRUST 0.0%
Value $667K (+117.7%) Shares 7,589 (+89.6%) Est. Cost $81.82 Unrealized
DGRO ISHARES TR 0.2%
Value $2.53M (+15.9%) Shares 33,384 (+7.3%) Est. Cost $54.52 Unrealized
IVW ISHARES TR 0.1%
Value $1.819M (+23.4%) Shares 13,225 (+1.5%) Est. Cost $107.44 Unrealized
LLY ELI LILLY & CO 0.1%
Value $1.154M (+42.3%) Shares 962 (+9.1%) Est. Cost $791.02 Unrealized
GE GE AEROSPACE 0.1%
Value $1.136M (+39.9%) Shares 3,040 (+6.3%) Est. Cost $279.82 Unrealized
IVE ISHARES TR 0.1%
Value $880K (+54.1%) Shares 3,876 (+43.3%) Est. Cost $203.24 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value $963K (+44.0%) Shares 15,662 (+30.1%) Est. Cost $58.17 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value $1.718M (+20.5%) Shares 21,322 (+329.4%) Est. Cost $115.21 Unrealized
KLAC KLA CORP 0.0%
Value $319K (+622.6%) Shares 1,058 (+3426.7%) Est. Cost $320.04 Unrealized
IEF ISHARES TR 0.0%
Value $328K (+502.2%) Shares 3,464 (+507.7%) Est. Cost $94.86 Unrealized
SCZ ISHARES TR 0.2%
Value $3.257M (+9.1%) Shares 39,586 (+4.0%) Est. Cost $61.37 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value $706K (+61.2%) Shares 2,368 (+5.0%) Est. Cost $164.99 Unrealized
META META PLATFORMS INC 0.3%
Value $3.751M (+7.4%) Shares 6,659 (+9.1%) Est. Cost $616.16 Unrealized
AIQ GLOBAL X FDS 0.0%
Value $261K (+2552.9%) Shares 3,982 (+1787.2%) Est. Cost $64.42 Unrealized
SCHD SCHWAB STRATEGIC TR 0.2%
Value $3.425M (+7.9%) Shares 108,015 (+4.4%) Est. Cost $40.10 Unrealized
IWF ISHARES TR 0.2%
Value $3.072M (+8.0%) Shares 24,743 (+270.8%) Est. Cost $158.18 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $1.353M (+19.2%) Shares 4,811 (+2.8%) Est. Cost $182.05 Unrealized
BAC BANK OF AMER CORP 0.1%
Value $1.19M (+22.4%) Shares 20,888 (+4.7%) Est. Cost $48.81 Unrealized
GEV GE VERNOVA INC 0.0%
Value $656K (+47.6%) Shares 558 (+9.6%) Est. Cost $263.98 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value $1.929M (+12.2%) Shares 3,755 (+9.2%) Est. Cost $568.03 Unrealized
OPTXW SYNTEC OPTICS HLDGS INC 0.0%
Value $237K (+493.5%) Shares 93,000 (+151.4%) Est. Cost $1.97 Unrealized
FIX COMFORT SYS USA INC 0.0%
Value $277K (+214.4%) Shares 140 (+118.8%) Est. Cost $1356.60 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value $730K (+34.4%) Shares 8,480 (+581.7%) Est. Cost $134.22 Unrealized
EMXC ISHARES INC 0.0%
Value $647K (+39.4%) Shares 6,328 (+7.2%) Est. Cost $78.04 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value $370K (+92.9%) Shares 2,360 (+70.0%) Est. Cost $121.04 Unrealized
ABBV ABBVIE INC 0.1%
Value $750K (+28.5%) Shares 2,981 (+11.1%) Est. Cost $174.54 Unrealized
MRK MERCK & CO INC 0.1%
Value $1.348M (+14.1%) Shares 10,490 (+6.8%) Est. Cost $116.64 Unrealized
MS MORGAN STANLEY 0.0%
Value $536K (+44.3%) Shares 2,565 (+13.6%) Est. Cost $154.18 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value $159K (+5054.4%) Shares 1,860 (+4550.0%) Est. Cost $85.31 Unrealized
C CITIGROUP INC 0.0%
Value $491K (+45.0%) Shares 3,510 (+17.5%) Est. Cost $101.10 Unrealized
APP APPLOVIN CORP 0.0%
Value $509K (+40.6%) Shares 988 (+8.6%) Est. Cost $468.42 Unrealized
PAVE GLOBAL X FDS 0.0%
Value $463K (+39.3%) Shares 7,864 (+20.2%) Est. Cost $46.22 Unrealized
SPYG SPDR SERIES TRUST 0.0%
Value $214K (+156.9%) Shares 1,797 (+111.4%) Est. Cost $108.59 Unrealized
ALL ALLSTATE CORP 0.0%
Value $552K (+31.0%) Shares 2,318 (+14.1%) Est. Cost $165.36 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value $829K (+18.6%) Shares 3,263 (+14.1%) Est. Cost $163.67 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value $134K (+1876.0%) Shares 3,105 (+1970.0%) Est. Cost $43.99 Unrealized
OKTA OKTA INC 0.0%
Value $205K (+160.0%) Shares 1,500 (+50.0%) Est. Cost $102.94 Unrealized
BOF BRANCHOUT FOOD INC 0.0%
Value $208K (+152.3%) Shares 45,246 (+81.0%) Est. Cost $3.76 Unrealized
FTNT FORTINET INC 0.0%
Value $233K (+113.6%) Shares 1,519 (+13.6%) Est. Cost $76.74 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value $1.082M (+12.4%) Shares 5,086 (+1.4%) Est. Cost $180.09 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value $255K (+88.3%) Shares 613 (+22.6%) Est. Cost $382.41 Unrealized
HD HOME DEPOT INC 0.1%
Value $771K (+17.4%) Shares 2,187 (+9.5%) Est. Cost $386.00 Unrealized
SHY ISHARES TR 0.0%
Value $310K (+56.8%) Shares 3,774 (+57.6%) Est. Cost $81.98 Unrealized
EMB ISHARES TR 0.1%
Value $902K (+13.6%) Shares 9,348 (+10.7%) Est. Cost $88.90 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value $113K (+1600.7%) Shares 374 (+1235.7%) Est. Cost $299.30 Unrealized
SCHK SCHWAB STRATEGIC TR 0.0%
Value $664K (+18.9%) Shares 18,403 (+3.3%) Est. Cost $35.65 Unrealized
OLLI OLLIES BARGAIN OUTLET HLDGS 0.0%
Value $116K (+921.4%) Shares 1,504 (+1122.8%) Est. Cost $81.33 Unrealized
PFF ISHARES TR 0.1%
Value $2.062M (+5.3%) Shares 67,621 (+4.7%) Est. Cost $31.27 Unrealized
SHLD GLOBAL X FDS 0.0%
Value $227K (+83.7%) Shares 3,795 (+118.0%) Est. Cost $59.96 Unrealized
NTNX NUTANIX INC 0.0%
Value $106K (+3428.0%) Shares 2,079 (+2531.6%) Est. Cost $51.81 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value $495K (+26.2%) Shares 1,437 (+17.5%) Est. Cost $350.34 Unrealized
XYZ BLOCK INC 0.0%
Value $173K (+136.9%) Shares 2,274 (+87.6%) Est. Cost $71.48 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value $808K (+13.9%) Shares 4,466 (+4.1%) Est. Cost $165.88 Unrealized
CNVS CINEVERSE CORP 0.0%
Value $149K (+194.6%) Shares 50,000 (+138.1%) Est. Cost $2.67 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value $2.513M (+4.0%) Shares 44,499 (+4.4%) Est. Cost $56.21 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value $656K (+16.7%) Shares 23,681 (+4.3%) Est. Cost $26.60 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value $145K (+172.9%) Shares 335 (+34.5%) Est. Cost $221.64 Unrealized
SPDW SPDR INDEX SHS FDS 0.0%
Value $98,395 (+905.2%) Shares 1,953 (+812.6%) Est. Cost $49.46 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.1%
Value $1.766M (-4.7%) Shares 1,888 (+1.5%) Est. Cost $731.51 Unrealized
OPTX SYNTEC OPTICS HLDGS INC 0.0%
Value $125K (+195.2%) Shares 10,000 (+66.7%) Est. Cost $8.33 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value $470K (+21.2%) Shares 464 (+1.3%) Est. Cost $499.49 Unrealized
QUAL ISHARES TR 0.0%
Value $585K (+15.8%) Shares 2,664 (+1.2%) Est. Cost $153.14 Unrealized
LIN LINDE PLC 0.0%
Value $450K (+20.8%) Shares 868 (+15.4%) Est. Cost $476.89 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value $714K (+11.3%) Shares 4,009 (+2537.5%) Est. Cost $308.56 Unrealized
SNDK SANDISK CORP 0.0%
Value $81,855 (+705.2%) Shares 36 (+125.0%) Est. Cost $1492.75 Unrealized
SPYV SPDR SERIES TRUST 0.0%
Value $111K (+165.2%) Shares 1,824 (+146.8%) Est. Cost $57.83 Unrealized
ETN EATON CORP PLC 0.0%
Value $260K (+35.3%) Shares 610 (+13.6%) Est. Cost $370.32 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $314K (-17.7%) Shares 2,691 (+3.2%) Est. Cost $121.75 Unrealized
MMM 3M CO 0.0%
Value $540K (+13.4%) Shares 3,336 (+1.7%) Est. Cost $83.80 Unrealized
JBHT HUNT J B TRANS SVCS INC 0.0%
Value $133K (+90.4%) Shares 460 (+39.4%) Est. Cost $222.51 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value $617K (+11.2%) Shares 3,889 (+2.7%) Est. Cost $138.96 Unrealized
IONQ IONQ INC 0.0%
Value $68,919 (+769.2%) Shares 1,294 (+370.5%) Est. Cost $50.47 Unrealized
MTUM ISHARES TR 0.0%
Value $179K (+51.0%) Shares 521 (+5.7%) Est. Cost $233.88 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value $177K (+49.7%) Shares 629 (+4.8%) Est. Cost $225.70 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $280K (+25.3%) Shares 563 (+12.6%) Est. Cost $433.15 Unrealized
MO ALTRIA GROUP INC 0.0%
Value $159K (+54.3%) Shares 2,209 (+41.1%) Est. Cost $49.50 Unrealized
NEWT NEWTEKONE INC 0.0%
Value $88,860 (+170.5%) Shares 6,000 (+100.0%) Est. Cost $13.26 Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value $186K (+41.5%) Shares 557 (+5.9%) Est. Cost $150.70 Unrealized
HEI/A HEICO CORP NEW 0.0%
Value $181K (+43.2%) Shares 702 (+17.2%) Est. Cost $251.02 Unrealized
NRDY NERDY INC 0.0%
Value $93,542 (+129.2%) Shares 102,108 (+104.2%) Est. Cost $0.98 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value $68,515 (+329.6%) Shares 230 (+42.9%) Est. Cost $144.91 Unrealized
WAB WABTEC 0.0%
Value $156K (+50.1%) Shares 579 (+39.2%) Est. Cost $218.61 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value $432K (+13.3%) Shares 8,134 (+30.7%) Est. Cost $60.99 Unrealized
PG PROCTER & GAMBLE CO 0.1%
Value $1.222M (+4.2%) Shares 8,333 (+2.6%) Est. Cost $150.64 Unrealized
CRCL CIRCLE INTERNET GROUP INC 0.0%
Value $125K (+64.1%) Shares 2,000 (+150.0%) Est. Cost $65.47 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $52,502 (+1331.4%) Shares 234 (+1200.0%) Est. Cost $226.45 Unrealized
MCK MCKESSON CORP 0.0%
Value $410K (-10.5%) Shares 543 (+2.5%) Est. Cost $532.98 Unrealized
FAST FASTENAL CO 0.0%
Value $65,561 (+260.4%) Shares 1,365 (+248.2%) Est. Cost $47.38 Unrealized
DYNF BLACKROCK ETF TRUST 0.0%
Value $203K (+29.6%) Shares 2,988 (+10.9%) Est. Cost $55.79 Unrealized
MTB M & T BK CORP 0.0%
Value $47,841 (+1828.3%) Shares 201 (+1575.0%) Est. Cost $235.37 Unrealized
SPSM SPDR SERIES TRUST 0.0%
Value $56,286 (+385.3%) Shares 976 (+306.7%) Est. Cost $55.01 Unrealized
CTAS CINTAS CORP 0.0%
Value $91,333 (+90.1%) Shares 537 (+89.1%) Est. Cost $191.53 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $464K (+10.1%) Shares 926 (+7.9%) Est. Cost $467.46 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value $99,656 (+73.6%) Shares 538 (+51.5%) Est. Cost $156.81 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value $45,375 (+1347.4%) Shares 47 (+487.5%) Est. Cost $847.67 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.0%
Value $52,574 (+380.8%) Shares 38 (+280.0%) Est. Cost $1232.09 Unrealized
BCHT BIRCHTECH CORP 0.0%
Value $72,980 (+131.4%) Shares 35,600 (+114.5%) Est. Cost $2.76 Unrealized
RTX RTX CORPORATION 0.1%
Value $1.093M (+3.9%) Shares 5,759 (+5.7%) Est. Cost $92.35 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value $395K (+11.5%) Shares 7,374 (+2.7%) Est. Cost $41.10 Unrealized
WFC WELLS FARGO & CO 0.0%
Value $324K (+14.3%) Shares 3,918 (+10.1%) Est. Cost $81.17 Unrealized
Q QNITY ELECTRONICS INC 0.0%
Value $101K (+66.5%) Shares 620 (+17.6%) Est. Cost $96.67 Unrealized
PERF PERFECT CORP 0.0%
Value $109K (+57.5%) Shares 65,740 (+60.3%) Est. Cost $1.62 Unrealized
AME AMETEK INC 0.0%
Value $49,356 (+369.9%) Shares 204 (+316.3%) Est. Cost $227.90 Unrealized
KR KROGER CO 0.0%
Value $147K (-20.8%) Shares 2,655 (+3.2%) Est. Cost $47.81 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $282K (-12.0%) Shares 8,479 (+1.6%) Est. Cost $49.54 Unrealized
QCOM QUALCOMM INC 0.0%
Value $59,355 (+167.7%) Shares 321 (+86.6%) Est. Cost $170.72 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value $60,101 (+151.4%) Shares 659 (+78.1%) Est. Cost $82.36 Unrealized
CRM SALESFORCE INC 0.0%
Value $200K (-15.1%) Shares 1,274 (+1.2%) Est. Cost $275.89 Unrealized
GWW WW GRAINGER INC 0.0%
Value $156K (+29.2%) Shares 115 (+3.6%) Est. Cost $940.40 Unrealized
LII LENNOX INTL INC 0.0%
Value $47,035 (+289.7%) Shares 82 (+215.4%) Est. Cost $575.96 Unrealized
AER AERCAP HOLDINGS NV 0.0%
Value $70,266 (+97.0%) Shares 482 (+85.4%) Est. Cost $130.05 Unrealized
T AT&T INC 0.0%
Value $148K (-18.9%) Shares 7,151 (+13.5%) Est. Cost $17.28 Unrealized
BLK BLACKROCK INC 0.0%
Value $108K (+45.9%) Shares 112 (+45.5%) Est. Cost $991.18 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value $97,492 (+52.4%) Shares 1,918 (+49.8%) Est. Cost $55.98 Unrealized
NDSN NORDSON CORP 0.0%
Value $86,052 (+61.7%) Shares 285 (+42.5%) Est. Cost $243.76 Unrealized
SPMB SPDR SERIES TRUST 0.0%
Value $48,369 (+204.3%) Shares 2,168 (+205.4%) Est. Cost $22.35 Unrealized
PSX PHILLIPS 66 0.0%
Value $45,982 (+223.6%) Shares 272 (+248.7%) Est. Cost $159.38 Unrealized
DBA INVESCO DB MULTI-SECTOR COMM 0.0%
Value $161K (+24.3%) Shares 6,048 (+27.4%) Est. Cost $27.18 Unrealized
SPEM SPDR INDEX SHS FDS 0.0%
Value $35,107 (+847.3%) Shares 678 (+758.2%) Est. Cost $50.74 Unrealized
EMR EMERSON ELEC CO 0.0%
Value $35,072 (+792.2%) Shares 245 (+716.7%) Est. Cost $143.54 Unrealized
PFE PFIZER INC 0.0%
Value $314K (-8.9%) Shares 13,048 (+6.2%) Est. Cost $24.59 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value $228K (+15.3%) Shares 725 (+5.2%) Est. Cost $242.57 Unrealized
PEP PEPSICO INC 0.0%
Value $252K (-10.7%) Shares 1,858 (+2.4%) Est. Cost $158.93 Unrealized
BK BANK OF NY MELLON CORP 0.0%
Value $62,327 (+93.9%) Shares 431 (+59.0%) Est. Cost $118.02 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value $49,695 (+142.3%) Shares 517 (+82.7%) Est. Cost $78.24 Unrealized
EVRG EVERGY INC 0.0%
Value $39,845 (+257.6%) Shares 461 (+239.0%) Est. Cost $81.21 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value $31,392 (+1024.4%) Shares 180 (+800.0%) Est. Cost $169.17 Unrealized
AMGN AMGEN INC 0.0%
Value $498K (+6.1%) Shares 1,376 (+3.1%) Est. Cost $280.27 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value $147K (+23.9%) Shares 595 (+4.8%) Est. Cost $148.68 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value $31,097 (+902.5%) Shares 155 (+811.8%) Est. Cost $203.06 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value $179K (+18.5%) Shares 2,479 (+18.2%) Est. Cost $82.90 Unrealized
COP CONOCOPHILLIPS 0.0%
Value $123K (-18.5%) Shares 1,185 (+3.5%) Est. Cost $105.92 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value $48,177 (+133.8%) Shares 130 (+106.3%) Est. Cost $328.48 Unrealized
UNP UNION PAC CORP 0.0%
Value $132K (+26.5%) Shares 484 (+12.8%) Est. Cost $240.11 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value $139K (+24.4%) Shares 422 (+9.9%) Est. Cost $234.75 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value $104K (-20.7%) Shares 205 (+6.2%) Est. Cost $449.61 Unrealized
USB US BANCORP 0.0%
Value $36,789 (+279.8%) Shares 607 (+226.3%) Est. Cost $58.48 Unrealized
CVS CVS HEALTH CORP 0.0%
Value $34,139 (+370.6%) Shares 330 (+226.7%) Est. Cost $93.72 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value $295K (+9.7%) Shares 1,439 (+9.1%) Est. Cost $168.56 Unrealized
FDX FEDEX CORP 0.0%
Value $255K (-9.3%) Shares 814 (+3.2%) Est. Cost $243.02 Unrealized
VMC VULCAN MATLS CO 0.0%
Value $84,373 (+44.8%) Shares 286 (+33.6%) Est. Cost $287.50 Unrealized
EFG ISHARES TR 0.0%
Value $33,843 (+310.6%) Shares 272 (+267.6%) Est. Cost $121.09 Unrealized
ROST ROSS STORES INC 0.0%
Value $31,077 (+451.7%) Shares 146 (+461.5%) Est. Cost $207.44 Unrealized
DDOG DATADOG INC 0.0%
Value $38,534 (+188.9%) Shares 148 (+31.0%) Est. Cost $163.75 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value $54,661 (+84.7%) Shares 658 (+82.3%) Est. Cost $79.96 Unrealized
IRM IRON MTN INC DEL 0.0%
Value $78,565 (+46.8%) Shares 622 (+18.7%) Est. Cost $98.17 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value $37,732 (+189.3%) Shares 95 (+131.7%) Est. Cost $355.32 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value $222K (+12.5%) Shares 545 (+17.5%) Est. Cost $486.07 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value $63,989 (+62.4%) Shares 238 (+39.2%) Est. Cost $214.75 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value $55,736 (+78.5%) Shares 219 (+5.8%) Est. Cost $198.67 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value $221K (+12.0%) Shares 1,888 (+4.1%) Est. Cost $152.40 Unrealized
PWR QUANTA SVCS INC 0.0%
Value $56,884 (+64.5%) Shares 79 (+25.4%) Est. Cost $478.60 Unrealized
ENB ENBRIDGE INC 0.0%
Value $141K (+18.7%) Shares 2,605 (+18.6%) Est. Cost $35.49 Unrealized
GOVT ISHARES TR 0.0%
Value $47,861 (+86.5%) Shares 2,101 (+87.6%) Est. Cost $22.95 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value $41,359 (+112.1%) Shares 302 (+151.7%) Est. Cost $180.77 Unrealized
ENTG ENTEGRIS INC 0.0%
Value $48,922 (+80.6%) Shares 272 (+17.7%) Est. Cost $99.25 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value $130K (+19.8%) Shares 1,032 (+32.1%) Est. Cost $94.20 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value $34,149 (+164.7%) Shares 184 (+124.4%) Est. Cost $169.83 Unrealized
NEU NEWMARKET CORP 0.0%
Value $42,814 (+96.5%) Shares 54 (+58.8%) Est. Cost $775.46 Unrealized
RGTI RIGETTI COMPUTING INC 0.0%
Value $23,667 (+742.8%) Shares 1,225 (+512.5%) Est. Cost $20.50 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value $44,564 (+87.3%) Shares 204 (+70.0%) Est. Cost $209.26 Unrealized
NKE NIKE INC 0.0%
Value $95,440 (-17.8%) Shares 2,324 (+5.8%) Est. Cost $76.33 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value $23,610 (+655.0%) Shares 109 (+581.3%) Est. Cost $206.86 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value $62,003 (+49.2%) Shares 662 (+5.9%) Est. Cost $45.82 Unrealized
SBUX STARBUCKS CORP 0.0%
Value $116K (+21.5%) Shares 1,132 (+6.5%) Est. Cost $89.27 Unrealized
NET CLOUDFLARE INC 0.0%
Value $117K (+21.2%) Shares 477 (+1.9%) Est. Cost $203.80 Unrealized
AWI ARMSTRONG WORLD INDS INC NEW 0.0%
Value $44,597 (+84.1%) Shares 278 (+89.1%) Est. Cost $173.70 Unrealized
BAI BLACKROCK ETF TRUST 0.0%
Value $21,616 (+1625.1%) Shares 410 (+978.9%) Est. Cost $51.00 Unrealized
ALSN ALLISON TRANSMISSION HLDGS I 0.0%
Value $61,557 (+48.5%) Shares 546 (+54.2%) Est. Cost $97.06 Unrealized
COPX GLOBAL X FDS 0.0%
Value $158K (+14.5%) Shares 2,056 (+13.6%) Est. Cost $76.42 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value $39,276 (+97.6%) Shares 1,032 (+68.4%) Est. Cost $32.47 Unrealized
JBBB JANUS DETROIT STR TR 0.0%
Value $40,532 (+90.7%) Shares 856 (+87.7%) Est. Cost $47.79 Unrealized
ASML ASML HLDG NV 0.0%
Value $21,884 (+728.3%) Shares 11 (+450.0%) Est. Cost $1817.69 Unrealized
BE BLOOM ENERGY CORP 0.0%
Value $19,979 (+1374.5%) Shares 66 (+560.0%) Est. Cost $278.76 Unrealized
JQUA J P MORGAN EXCHANGE TRADED F 0.0%
Value $21,684 (+580.0%) Shares 300 (+476.9%) Est. Cost $69.34 Unrealized
OKE ONEOK INC NEW 0.0%
Value $24,344 (+296.0%) Shares 280 (+311.8%) Est. Cost $84.16 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value $525K (+3.5%) Shares 4,494 (+2.6%) Est. Cost $78.63 Unrealized
CRH CRH PLC 0.0%
Value $58,636 (+43.4%) Shares 548 (+40.9%) Est. Cost $105.04 Unrealized
MOD MODINE MFG CO 0.0%
Value $30,441 (+138.1%) Shares 114 (+93.2%) Est. Cost $217.51 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value $126K (+16.2%) Shares 1,371 (+18.3%) Est. Cost $84.09 Unrealized
SETM SPROTT FDS TR 0.0%
Value $125K (+16.4%) Shares 4,005 (+23.5%) Est. Cost $32.71 Unrealized
IAU ISHARES GOLD TR 0.0%
Value $214K (+8.9%) Shares 2,832 (+27.2%) Est. Cost $75.29 Unrealized
TGTX TG THERAPEUTICS INC 0.0%
Value $25,273 (+221.0%) Shares 460 (+94.1%) Est. Cost $42.18 Unrealized
HUBB HUBBELL INC 0.0%
Value $28,776 (+144.3%) Shares 55 (+129.2%) Est. Cost $482.96 Unrealized
PLD PROLOGIS INC. 0.0%
Value $80,605 (+26.5%) Shares 595 (+23.4%) Est. Cost $125.25 Unrealized
SNA SNAP ON INC 0.0%
Value $29,778 (+127.7%) Shares 74 (+105.6%) Est. Cost $383.10 Unrealized
CBRE CBRE GROUP INC 0.0%
Value $22,628 (+240.9%) Shares 168 (+242.9%) Est. Cost $140.72 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $458K (-3.4%) Shares 7,950 (+1.7%) Est. Cost $45.74 Unrealized
JCI JOHNSON CONTROLS INTERNATION 0.0%
Value $28,231 (+126.9%) Shares 193 (+103.2%) Est. Cost $134.52 Unrealized
TFC TRUIST FINL CORP 0.0%
Value $23,466 (+203.8%) Shares 471 (+180.4%) Est. Cost $50.22 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value $150K (+11.7%) Shares 4,142 (+1.5%) Est. Cost $30.74 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value $52,046 (+43.0%) Shares 948 (+1.5%) Est. Cost $76.42 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value $22,126 (+219.0%) Shares 205 (+188.7%) Est. Cost $106.80 Unrealized
ADSK AUTODESK INC 0.0%
Value $128K (-10.5%) Shares 659 (+10.2%) Est. Cost $284.56 Unrealized
WMB WILLIAMS COS INC 0.0%
Value $48,024 (+43.8%) Shares 646 (+40.7%) Est. Cost $63.97 Unrealized
AGNC AGNC INVT CORP 0.0%
Value $37,450 (+62.8%) Shares 3,417 (+49.1%) Est. Cost $10.24 Unrealized
GDX VANECK ETF TRUST 0.0%
Value $278K (-4.9%) Shares 3,684 (+15.6%) Est. Cost $37.56 Unrealized
KO COCA COLA CO 0.0%
Value $76,415 (+22.5%) Shares 939 (+14.5%) Est. Cost $65.81 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value $36,407 (+61.8%) Shares 97 (+19.8%) Est. Cost $329.39 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value $24,674 (+127.6%) Shares 204 (+106.1%) Est. Cost $114.19 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value $19,151 (+232.3%) Shares 131 (+297.0%) Est. Cost $183.70 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value $20,541 (+186.8%) Shares 21 (+162.5%) Est. Cost $963.73 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value $16,867 (+369.4%) Shares 71 (+317.6%) Est. Cost $232.23 Unrealized
UTI UNIVERSAL TECHNICAL INST INC 0.0%
Value $22,968 (+133.0%) Shares 537 (+96.7%) Est. Cost $35.90 Unrealized
DTE DTE ENERGY CO 0.0%
Value $87,461 (+17.5%) Shares 574 (+12.8%) Est. Cost $106.71 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value $15,301 (+542.6%) Shares 339 (+239.0%) Est. Cost $38.28 Unrealized
NOVT NOVANTA INC 0.0%
Value $21,254 (+153.4%) Shares 131 (+84.5%) Est. Cost $145.71 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value $20,534 (+160.2%) Shares 270 (+132.8%) Est. Cost $76.15 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value $26,220 (+90.2%) Shares 1,150 (+77.2%) Est. Cost $22.02 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $17,239 (+257.6%) Shares 969 (+214.6%) Est. Cost $17.82 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value $16,848 (+273.4%) Shares 320 (+471.4%) Est. Cost $51.69 Unrealized
D DOMINION ENERGY INC 0.0%
Value $113K (+12.2%) Shares 1,657 (+1.6%) Est. Cost $44.13 Unrealized
EAT BRINKER INTL INC 0.0%
Value $21,336 (+133.5%) Shares 127 (+98.4%) Est. Cost $160.66 Unrealized
LITE LUMENTUM HLDGS INC 0.0%
Value $42,903 (+38.7%) Shares 50 (+13.6%) Est. Cost $514.05 Unrealized
NVMI NOVA LTD 0.0%
Value $44,522 (+36.7%) Shares 82 (+9.3%) Est. Cost $331.96 Unrealized
FCX FREEPORT MCMORAN INC 0.0%
Value $21,509 (+124.5%) Shares 342 (+109.8%) Est. Cost $56.84 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value $17,314 (+218.6%) Shares 419 (+288.0%) Est. Cost $39.71 Unrealized
AFL AFLAC INC 0.0%
Value $95,794 (+14.0%) Shares 817 (+6.7%) Est. Cost $81.16 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value $82,507 (+16.5%) Shares 305 (+12.1%) Est. Cost $250.12 Unrealized
APD AIR PRODUCTS AND CHEMICALS I 0.0%
Value $33,716 (+52.7%) Shares 115 (+51.3%) Est. Cost $254.78 Unrealized
GM GENERAL MTRS CO 0.0%
Value $96,505 (+13.4%) Shares 1,252 (+9.6%) Est. Cost $46.92 Unrealized
SLYG SPDR SERIES TRUST 0.0%
Value $12,271 (+1169.0%) Shares 103 (+930.0%) Est. Cost $116.29 Unrealized
ZS ZSCALER INC 0.0%
Value $17,644 (+167.6%) Shares 125 (+166.0%) Est. Cost $167.38 Unrealized
MPC MARATHON PETE CORP 0.0%
Value $42,697 (+34.5%) Shares 167 (+28.5%) Est. Cost $193.12 Unrealized
VCEL VERICEL CORP 0.0%
Value $16,284 (+201.3%) Shares 366 (+117.9%) Est. Cost $40.59 Unrealized
CSX CSX CORP 0.0%
Value $12,881 (+492.0%) Shares 271 (+411.3%) Est. Cost $45.22 Unrealized
SO SOUTHERN CO 0.0%
Value $13,017 (+461.8%) Shares 136 (+466.7%) Est. Cost $94.37 Unrealized
UPS UNITED PARCEL SVCS INC 0.0%
Value $16,770 (+154.4%) Shares 156 (+132.8%) Est. Cost $108.47 Unrealized
QUBT QUANTUM COMPUTING INC 0.0%
Value $10,670 (+1457.7%) Shares 1,100 (+1000.0%) Est. Cost $10.11 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value $25,013 (-28.3%) Shares 201 (+14.2%) Est. Cost $242.72 Unrealized
NOBL PROSHARES TR 0.0%
Value $176K (+6.0%) Shares 3,126 (+100.0%) Est. Cost $75.68 Unrealized
CB CHUBB LIMITED 0.0%
Value $36,460 (+36.4%) Shares 107 (+30.5%) Est. Cost $266.47 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value $21,609 (+79.9%) Shares 61 (+74.3%) Est. Cost $337.24 Unrealized
FROG JFROG LTD 0.0%
Value $13,905 (+222.0%) Shares 153 (+66.3%) Est. Cost $68.09 Unrealized
WELL WELLTOWER INC 0.0%
Value $20,428 (+87.8%) Shares 90 (+63.6%) Est. Cost $202.44 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value $15,614 (+156.6%) Shares 517 (+121.9%) Est. Cost $24.43 Unrealized
IMAX IMAX CORP 0.0%
Value $15,187 (+157.8%) Shares 381 (+145.8%) Est. Cost $38.25 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value $49,816 (+22.8%) Shares 465 (+27.0%) Est. Cost $110.75 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value $251K (-3.6%) Shares 492 (+14.4%) Est. Cost $436.79 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value $16,621 (+123.2%) Shares 78 (+129.4%) Est. Cost $222.02 Unrealized
RJF RAYMOND JAMES FINL INC 0.0%
Value $11,707 (+349.1%) Shares 77 (+327.8%) Est. Cost $155.16 Unrealized
DHI D R HORTON INC 0.0%
Value $36,486 (+32.9%) Shares 224 (+12.0%) Est. Cost $154.64 Unrealized
CTVA CORTEVA INC 0.0%
Value $114K (+8.3%) Shares 1,349 (+7.1%) Est. Cost $52.85 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value $78,132 (+12.5%) Shares 300 (+6.8%) Est. Cost $146.04 Unrealized
WSO WATSCO INC 0.0%
Value $10,002 (+587.0%) Shares 24 (+500.0%) Est. Cost $423.48 Unrealized
EIX EDISON INTL 0.0%
Value $11,912 (+253.8%) Shares 160 (+247.8%) Est. Cost $71.63 Unrealized
TJX TJX COS INC NEW 0.1%
Value $1.289M (-0.6%) Shares 8,505 (+4.7%) Est. Cost $119.25 Unrealized
RGEN REPLIGEN CORP 0.0%
Value $15,145 (+121.6%) Shares 111 (+91.4%) Est. Cost $145.62 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value $18,649 (+78.8%) Shares 14 (+55.6%) Est. Cost $1353.11 Unrealized
NEM NEWMONT CORP 0.0%
Value $28,020 (+39.9%) Shares 300 (+62.2%) Est. Cost $77.04 Unrealized
RKLB ROCKET LAB CORP 0.0%
Value $14,333 (+125.4%) Shares 141 (+42.4%) Est. Cost $62.13 Unrealized
LIVN LIVANOVA PLC 0.0%
Value $16,775 (+88.5%) Shares 204 (+45.7%) Est. Cost $70.51 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value $42,732 (+22.6%) Shares 167 (+10.6%) Est. Cost $205.58 Unrealized
TEL TE CONNECTIVITY PLC 0.0%
Value $19,758 (+65.8%) Shares 98 (+71.9%) Est. Cost $218.26 Unrealized
KEX KIRBY CORP 0.0%
Value $16,045 (+94.7%) Shares 118 (+90.3%) Est. Cost $127.86 Unrealized
XBP XBP GLOBAL HOLDINGS INC 0.0%
Value $20,880 (-27.0%) Shares 9,000 (+38.5%) Est. Cost $6.29 Unrealized
EQIX EQUINIX INC 0.0%
Value $12,509 (+155.2%) Shares 12 (+140.0%) Est. Cost $944.25 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value $81,848 (-8.5%) Shares 902 (+3.6%) Est. Cost $129.05 Unrealized
OWL BLUE OWL CAPITAL INC 0.0%
Value $12,732 (+144.6%) Shares 1,455 (+155.3%) Est. Cost $10.70 Unrealized
EFV ISHARES TR 0.0%
Value $24,879 (+42.4%) Shares 325 (+38.3%) Est. Cost $67.45 Unrealized
PPL PPL CORP 0.0%
Value $264K (-2.7%) Shares 7,270 (+2.2%) Est. Cost $27.05 Unrealized
PCAR PACCAR INC 0.0%
Value $8,769 (+532.7%) Shares 73 (+508.3%) Est. Cost $117.14 Unrealized
SYK STRYKER CORPORATION 0.0%
Value $348K (-2.1%) Shares 1,106 (+2.2%) Est. Cost $331.48 Unrealized
NOW SERVICENOW INC 0.0%
Value $24,820 (+41.3%) Shares 250 (+48.8%) Est. Cost $132.40 Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value $39,170 (+21.6%) Shares 559 (+4.1%) Est. Cost $50.31 Unrealized
ECL ECOLAB INC 0.0%
Value $12,549 (+124.6%) Shares 45 (+114.3%) Est. Cost $280.48 Unrealized
CARG CARGURUS INC 0.0%
Value $14,693 (+88.4%) Shares 431 (+88.2%) Est. Cost $33.55 Unrealized
MDT MEDTRONIC PLC 0.0%
Value $41,026 (+20.1%) Shares 523 (+32.7%) Est. Cost $85.43 Unrealized
SLB SLB LIMITED 0.0%
Value $9,034 (+308.8%) Shares 194 (+351.2%) Est. Cost $46.95 Unrealized
PSA PUBLIC STORAGE 0.0%
Value $15,916 (+72.8%) Shares 50 (+47.1%) Est. Cost $283.99 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value $10,434 (+178.1%) Shares 54 (+145.5%) Est. Cost $200.12 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value $13,389 (+96.3%) Shares 304 (+92.4%) Est. Cost $35.02 Unrealized
TRGP TARGA RES CORP 0.0%
Value $12,335 (+113.9%) Shares 46 (+100.0%) Est. Cost $232.73 Unrealized
ADBE ADOBE INC 0.0%
Value $79,753 (-7.6%) Shares 389 (+9.6%) Est. Cost $345.32 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value $117K (-5.2%) Shares 1,638 (+2.1%) Est. Cost $89.66 Unrealized
NRG NRG ENERGY INC 0.0%
Value $8,472 (+314.1%) Shares 58 (+314.3%) Est. Cost $123.94 Unrealized
EOG EOG RES INC 0.0%
Value $8,303 (+341.6%) Shares 64 (+392.3%) Est. Cost $125.55 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value $7,984 (+399.9%) Shares 60 (+328.6%) Est. Cost $134.81 Unrealized
LQD ISHARES TR 0.0%
Value $17,670 (+55.9%) Shares 162 (+55.8%) Est. Cost $109.42 Unrealized
TGT TARGET CORP 0.0%
Value $9,927 (+173.0%) Shares 76 (+153.3%) Est. Cost $119.62 Unrealized
DE DEERE & CO 0.0%
Value $34,889 (+21.4%) Shares 55 (+7.8%) Est. Cost $427.19 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value $9,324 (+193.7%) Shares 168 (+223.1%) Est. Cost $55.00 Unrealized
CMS CMS ENERGY CORP 0.0%
Value $154K (+4.0%) Shares 2,010 (+5.5%) Est. Cost $55.84 Unrealized
POST POST HLDGS INC 0.0%
Value $29,656 (+25.0%) Shares 336 (+40.0%) Est. Cost $101.84 Unrealized
NTAP NETAPP INC 0.0%
Value $7,429 (+383.7%) Shares 48 (+220.0%) Est. Cost $138.97 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value $16,050 (+58.0%) Shares 602 (+62.7%) Est. Cost $17.65 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value $167K (+3.6%) Shares 1,456 (+1.4%) Est. Cost $60.01 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value $120K (-4.6%) Shares 485 (+7.3%) Est. Cost $268.61 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $12,819 (+80.8%) Shares 56 (+69.7%) Est. Cost $248.79 Unrealized
AZO AUTOZONE INC 0.0%
Value $316K (+1.8%) Shares 99 (+7.6%) Est. Cost $3080.84 Unrealized
O REALTY INCOME CORP 0.0%
Value $19,521 (+40.6%) Shares 315 (+38.8%) Est. Cost $56.50 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value $11,697 (+90.1%) Shares 30 (+130.8%) Est. Cost $428.75 Unrealized
COR CENCORA INC 0.0%
Value $20,658 (+34.2%) Shares 73 (+49.0%) Est. Cost $290.04 Unrealized
WRB BERKLEY W R CORP 0.0%
Value $28,283 (+22.6%) Shares 401 (+15.2%) Est. Cost $71.30 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value $32,259 (+19.0%) Shares 364 (+2.2%) Est. Cost $47.99 Unrealized
GRMN GARMIN LTD 0.0%
Value $9,027 (+128.8%) Shares 38 (+123.5%) Est. Cost $227.42 Unrealized
PK PARK HOTELS & RESORTS INC 0.0%
Value $8,243 (+150.1%) Shares 572 (+82.7%) Est. Cost $12.28 Unrealized
SYY SYSCO CORP 0.0%
Value $25,242 (+24.2%) Shares 302 (+6.0%) Est. Cost $75.81 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value $8,069 (+154.1%) Shares 450 (+125.0%) Est. Cost $13.68 Unrealized
PHM PULTE GROUP INC 0.0%
Value $8,928 (+116.8%) Shares 65 (+85.7%) Est. Cost $132.36 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value $7,198 (+197.8%) Shares 44 (+214.3%) Est. Cost $176.63 Unrealized
ARES ARES MANAGEMENT CORPORATION 0.0%
Value $23,821 (+24.8%) Shares 214 (+22.3%) Est. Cost $149.23 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value $11,779 (+64.6%) Shares 37 (+42.3%) Est. Cost $307.55 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value $6,033 (+326.1%) Shares 49 (+444.4%) Est. Cost $130.81 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value $8,438 (+111.7%) Shares 47 (+123.8%) Est. Cost $197.67 Unrealized
BCS BARCLAYS PLC 0.0%
Value $19,401 (+28.4%) Shares 722 (+1.1%) Est. Cost $11.80 Unrealized
FISV FISERV INC 0.0%
Value $50,669 (-7.7%) Shares 1,033 (+5.0%) Est. Cost $183.99 Unrealized
HSBC HSBC HLDGS PLC 0.0%
Value $7,132 (+140.1%) Shares 75 (+108.3%) Est. Cost $84.45 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value $12,763 (+45.3%) Shares 33 (+10.0%) Est. Cost $433.70 Unrealized
ABNB AIRBNB INC 0.0%
Value $10,581 (+58.3%) Shares 74 (+39.6%) Est. Cost $132.48 Unrealized
MUFG MITSUBISHI UFJ FINANCIAL GRO 0.0%
Value $6,067 (+168.7%) Shares 305 (+129.3%) Est. Cost $18.16 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value $7,701 (+96.3%) Shares 58 (+100.0%) Est. Cost $133.78 Unrealized
CVNA CARVANA CO 0.0%
Value $38,044 (+11.0%) Shares 578 (+430.3%) Est. Cost $113.35 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value $4,569 (+426.4%) Shares 11 (+450.0%) Est. Cost $415.46 Unrealized
KVUE KENVUE INC 0.0%
Value $4,650 (+359.5%) Shares 243 (+311.9%) Est. Cost $18.78 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value $112K (-3.0%) Shares 281 (+12.4%) Est. Cost $395.27 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value $69,008 (+5.3%) Shares 1,522 (+6.6%) Est. Cost $59.85 Unrealized
CPAY CORPAY INC 0.0%
Value $11,332 (+44.2%) Shares 34 (+25.9%) Est. Cost $322.02 Unrealized
APA APA CORPORATION 0.0%
Value $3,485 (+4000.0%) Shares 107 (+5250.0%) Est. Cost $32.51 Unrealized
PKG PACKAGING CORP AMER 0.0%
Value $7,410 (+83.6%) Shares 31 (+63.2%) Est. Cost $225.83 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value $4,465 (+287.6%) Shares 46 (+283.3%) Est. Cost $95.88 Unrealized
RBLX ROBLOX CORP 0.0%
Value $116K (-2.8%) Shares 2,139 (+1.1%) Est. Cost $123.43 Unrealized
HYG ISHARES TR 0.0%
Value $164K (+2.0%) Shares 2,050 (+1.5%) Est. Cost $81.16 Unrealized
CCI CROWN CASTLE INC 0.0%
Value $5,226 (+167.7%) Shares 69 (+187.5%) Est. Cost $80.42 Unrealized
VST VISTRA CORP 0.0%
Value $4,918 (+197.3%) Shares 31 (+181.8%) Est. Cost $163.88 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.0%
Value $4,019 (+376.7%) Shares 137 (+270.3%) Est. Cost $33.55 Unrealized
CBOE CBOE GLOBAL MKTS INC 0.0%
Value $5,097 (+159.0%) Shares 21 (+200.0%) Est. Cost $235.88 Unrealized
EXC EXELON CORP 0.0%
Value $19,534 (+17.9%) Shares 419 (+24.0%) Est. Cost $45.18 Unrealized
FNDF SCHWAB STRATEGIC TR 0.0%
Value $35,289 (+9.1%) Shares 669 (+1.2%) Est. Cost $40.16 Unrealized
ATR APTARGROUP INC 0.0%
Value $13,397 (+28.1%) Shares 107 (+28.9%) Est. Cost $139.32 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value $21,451 (+15.6%) Shares 563 (+8.3%) Est. Cost $34.24 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value $3,177 (+948.5%) Shares 63 (+950.0%) Est. Cost $52.15 Unrealized
BIIB BIOGEN INC 0.0%
Value $7,995 (+55.7%) Shares 37 (+32.1%) Est. Cost $176.94 Unrealized
CME CME GROUP INC 0.0%
Value $57,416 (-4.7%) Shares 260 (+27.5%) Est. Cost $219.25 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value $4,624 (+151.0%) Shares 34 (+70.0%) Est. Cost $119.19 Unrealized
PPLT ABRDN PLATINUM ETF TRUST 0.0%
Value $10,598 (-20.7%) Shares 750 (+900.0%) Est. Cost $31.36 Unrealized
WRD WERIDE INC 0.0%
Value $11,640 (+30.8%) Shares 2,000 (+81.8%) Est. Cost $7.64 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value $10,000 (+36.8%) Shares 40 (+8.1%) Est. Cost $196.69 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value $5,208 (+106.4%) Shares 29 (+107.1%) Est. Cost $170.25 Unrealized
IDXX IDEXX LABS INC 0.0%
Value $3,159 (+462.1%) Shares 6 (+500.0%) Est. Cost $552.25 Unrealized
PTC PTC INC 0.0%
Value $40,332 (+6.8%) Shares 355 (+34.0%) Est. Cost $163.23 Unrealized
BBY BEST BUY INC 0.0%
Value $3,346 (+299.8%) Shares 44 (+238.5%) Est. Cost $73.94 Unrealized
DAPP VANECK ETF TRUST 0.0%
Value $8,877 (+38.0%) Shares 458 (+6.3%) Est. Cost $14.48 Unrealized
KKR KKR & CO INC 0.0%
Value $68,490 (+3.7%) Shares 746 (+4.5%) Est. Cost $119.40 Unrealized
WMT WALMART INC 0.1%
Value $1.101M (+0.2%) Shares 9,724 (+10.0%) Est. Cost $66.28 Unrealized
THRO BLACKROCK ETF TRUST 0.0%
Value $3,320 (+227.1%) Shares 77 (+175.0%) Est. Cost $41.22 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value $21,896 (+11.6%) Shares 644 (+5.1%) Est. Cost $43.81 Unrealized
HAS HASBRO INC 0.0%
Value $25,273 (-8.2%) Shares 306 (+4.1%) Est. Cost $76.73 Unrealized
XYL XYLEM INC 0.0%
Value $5,084 (+77.3%) Shares 43 (+79.2%) Est. Cost $128.40 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value $26,921 (+8.9%) Shares 304 (+1.3%) Est. Cost $77.96 Unrealized
ESGD ISHARES TR 0.0%
Value $22,722 (+10.0%) Shares 221 (+2.3%) Est. Cost $61.64 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value $5,690 (+53.7%) Shares 119 (+19.0%) Est. Cost $40.99 Unrealized
HAL HALLIBURTON CO 0.0%
Value $7,933 (+32.2%) Shares 234 (+51.9%) Est. Cost $25.12 Unrealized
WDAY WORKDAY INC 0.0%
Value $4,652 (+62.7%) Shares 38 (+72.7%) Est. Cost $171.32 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $28,297 (-5.9%) Shares 663 (+38.4%) Est. Cost $78.75 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $173K (+1.0%) Shares 4,097 (+19.8%) Est. Cost $42.46 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value $12,570 (+15.8%) Shares 146 (+21.7%) Est. Cost $116.14 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value $10,848 (-13.4%) Shares 279 (+4.5%) Est. Cost $68.26 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value $12,888 (+14.5%) Shares 39 (+5.4%) Est. Cost $292.45 Unrealized
DXCM DEXCOM INC 0.0%
Value $3,435 (+82.3%) Shares 51 (+70.0%) Est. Cost $68.59 Unrealized
URNJ SPROTT FDS TR 0.0%
Value $6,668 (-18.7%) Shares 287 (+2.5%) Est. Cost $18.70 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value $4,784 (+46.5%) Shares 62 (+24.0%) Est. Cost $63.89 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value $23,266 (-6.1%) Shares 479 (+25.7%) Est. Cost $55.73 Unrealized
THC TENET HEALTHCARE CORP 0.0%
Value $23,198 (+6.9%) Shares 124 (+7.8%) Est. Cost $180.45 Unrealized
TSN TYSON FOODS INC 0.0%
Value $4,122 (+56.9%) Shares 72 (+75.6%) Est. Cost $58.30 Unrealized
CPRT COPART INC 0.0%
Value $38,649 (+3.9%) Shares 1,371 (+22.4%) Est. Cost $43.61 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value $183K (-0.8%) Shares 967 (+3.2%) Est. Cost $190.36 Unrealized
FSK FS KKR CAP CORP 0.0%
Value $10,343 (+15.4%) Shares 985 (+11.9%) Est. Cost $15.84 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value $24,831 (-5.1%) Shares 95 (+5.6%) Est. Cost $319.26 Unrealized
VEEV VEEVA SYS INC 0.0%
Value $9,051 (+17.1%) Shares 51 (+15.9%) Est. Cost $212.00 Unrealized
IAGG ISHARES TR 0.0%
Value $10,373 (+14.5%) Shares 205 (+13.3%) Est. Cost $50.22 Unrealized
GLPI GAMING & LEISURE P 0.0%
Value $5,700 (+29.8%) Shares 128 (+29.3%) Est. Cost $44.46 Unrealized
EBAY EBAY INC. 0.0%
Value $5,476 (+30.8%) Shares 49 (+6.5%) Est. Cost $89.55 Unrealized
WISE THEMES ETF TR 0.0%
Value $6,069 (+25.8%) Shares 157 (+4.7%) Est. Cost $38.21 Unrealized
RDDT REDDIT INC 0.0%
Value $3,646 (+50.4%) Shares 21 (+16.7%) Est. Cost $187.36 Unrealized
SVOL SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value $19,521 (+6.7%) Shares 1,217 (+2.0%) Est. Cost $20.70 Unrealized
DMLP DORCHESTER MINERALS L P 0.0%
Value $21,857 (-5.2%) Shares 866 (+1.8%) Est. Cost $27.72 Unrealized
VICI VICI PPTYS INC 0.0%
Value $7,149 (+20.0%) Shares 267 (+22.5%) Est. Cost $28.01 Unrealized
RMD RESMED INC 0.0%
Value $5,457 (+27.9%) Shares 28 (+47.4%) Est. Cost $236.27 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value $6,192 (+23.3%) Shares 56 (+7.7%) Est. Cost $110.25 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDGS 0.0%
Value $4,244 (+35.9%) Shares 201 (+20.4%) Est. Cost $18.53 Unrealized
WAL WESTERN ALLIANCE BANCORP 0.0%
Value $7,527 (+16.6%) Shares 92 (+1.1%) Est. Cost $73.94 Unrealized
STAG STAG INDUSTRIAL INC 0.0%
Value $11,114 (+10.1%) Shares 292 (+4.3%) Est. Cost $36.30 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.0%
Value $4,707 (+25.7%) Shares 70 (+22.8%) Est. Cost $65.99 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value $9,590 (+11.1%) Shares 33 (+32.0%) Est. Cost $318.80 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value $8,438 (+12.3%) Shares 48 (+26.3%) Est. Cost $148.13 Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value $1,712 (+80.6%) Shares 25 (+56.3%) Est. Cost $63.75 Unrealized
TMUS T-MOBILE US INC 0.0%
Value $9,393 (-6.8%) Shares 56 (+16.7%) Est. Cost $221.03 Unrealized
LEN LENNAR CORP 0.0%
Value $1,810 (+60.3%) Shares 20 (+53.8%) Est. Cost $108.57 Unrealized
MBB ISHARES TR 0.0%
Value $112K (+0.6%) Shares 1,186 (+1.0%) Est. Cost $95.16 Unrealized
HPQ HP INC 0.0%
Value $2,009 (+49.0%) Shares 91 (+30.0%) Est. Cost $21.15 Unrealized
SCM STELLUS CAP INVT CORP 0.0%
Value $8,673 (+8.2%) Shares 1,030 (+18.4%) Est. Cost $12.86 Unrealized
ABR ARBOR REALTY TRUST INC 0.0%
Value $2,052 (-23.7%) Shares 379 (+8.6%) Est. Cost $9.41 Unrealized
WU WESTERN UN CO 0.0%
Value $4,728 (+15.5%) Shares 614 (+30.9%) Est. Cost $8.56 Unrealized
DOV DOVER CORP 0.0%
Value $5,607 (+12.1%) Shares 25 (+4.2%) Est. Cost $203.23 Unrealized
PSEC PROSPECT CAP CORP 0.0%
Value $8,614 (-6.1%) Shares 3,729 (+6.1%) Est. Cost $3.04 Unrealized
GPC GENUINE PARTS CO 0.0%
Value $1,896 (+37.7%) Shares 16 (+23.1%) Est. Cost $129.79 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value $336K (-0.1%) Shares 3,830 (+5.7%) Est. Cost $58.33 Unrealized
SFL SFL CORPORATION LTD 0.0%
Value $13,398 (-3.0%) Shares 1,314 (+2.6%) Est. Cost $8.14 Unrealized
SBRA SABRA HEALTH CARE REIT INC 0.0%
Value $1,834 (+23.8%) Shares 94 (+22.1%) Est. Cost $19.25 Unrealized
AEE AMEREN CORP 0.0%
Value $3,731 (+9.5%) Shares 33 (+6.5%) Est. Cost $104.11 Unrealized
CRI CARTERS INC 0.0%
Value $700 (+77.7%) Shares 17 (+54.5%) Est. Cost $34.64 Unrealized
EATON VANCE LIMITED DURATION 0.0%
Value $17,206 (+1.8%) Shares 1,836 (+2.6%) Est. Cost $9.57 Unrealized
QYLD GLOBAL X FDS 0.0%
Value $2,718 (+10.8%) Shares 147 (+2.8%) Est. Cost $17.94 Unrealized
CSGP COSTAR GROUP INC 0.0%
Value $1,870 (+15.9%) Shares 66 (+65.0%) Est. Cost $50.72 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value $2,385 (+11.0%) Shares 33 (+6.5%) Est. Cost $64.68 Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value $4,499 (+5.5%) Shares 29 (+38.1%) Est. Cost $146.87 Unrealized
CLX CLOROX CO DEL 0.0%
Value $4,772 (-4.1%) Shares 50 (+4.2%) Est. Cost $136.30 Unrealized
NIXT EA SERIES TRUST 0.0%
Value $1,250 (+18.3%) Shares 39 (+2.6%) Est. Cost $26.59 Unrealized
PAYX PAYCHEX INC 0.0%
Value $984 (+18.6%) Shares 10 (+11.1%) Est. Cost $113.27 Unrealized
HSY HERSHEY CO 0.0%
Value $25,090 (+0.6%) Shares 143 (+19.2%) Est. Cost $181.01 Unrealized
EFX EQUIFAX INC 0.0%
Value $635 (+17.4%) Shares 4 (+33.3%) Est. Cost $203.69 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value $6,236 (+0.9%) Shares 10 (+25.0%) Est. Cost $576.14 Unrealized
BKE BUCKLE INC 0.0%
Value $1,562 (-3.1%) Shares 37 (+15.6%) Est. Cost $50.57 Unrealized
SSNC SS&C TECH HLDGS 0.0%
Value $6,640 (+0.3%) Shares 107 (+9.2%) Est. Cost $83.46 Unrealized
IDV ISHARES TR 0.0%
Value $1,492 (-0.1%) Shares 36 (+2.9%) Est. Cost $34.24 Unrealized

Exited Positions (78)

MEAR ISHARES U S ETF TR 1.1%
Value $15.47M Shares 307,365 Est. Cost $50.34 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value $4.201M Shares 24,760 Est. Cost $101.56 Unrealized
IDA IDACORP INC 0.1%
Value $1.483M Shares 10,374 Est. Cost $112.65 Unrealized
HON HONEYWELL INTL INC 0.0%
Value $340K Shares 1,503 Est. Cost $186.06 Unrealized
IQDF FLEXSHARES TR 0.0%
Value $276K Shares 8,707 Est. Cost $28.08 Unrealized
WATT ENERGOUS CORP 0.0%
Value $141K Shares 9,000 Est. Cost $8.04 Unrealized
MPLX MPLX LP 0.0%
Value $126K Shares 2,211 Est. Cost $48.17 Unrealized
ATEX ANTERIX INC 0.0%
Value $115K Shares 3,000 Est. Cost $27.41 Unrealized
IWO ISHARES TR 0.0%
Value $103K Shares 329 Est. Cost $320.04 Unrealized
NDLS NOODLES & CO 0.0%
Value $94,050 Shares 11,000 Est. Cost $8.55 Unrealized
AEHR AEHR TEST SYS 0.0%
Value $92,700 Shares 2,500 Est. Cost $28.06 Unrealized
UAMY UNITED STATES ANTIMONY CORP 0.0%
Value $78,570 Shares 9,000 Est. Cost $8.25 Unrealized
IWN ISHARES TR 0.0%
Value $66,926 Shares 353 Est. Cost $176.81 Unrealized
HZO MARINEMAX INC 0.0%
Value $54,120 Shares 2,000 Est. Cost $28.27 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value $48,319 Shares 1,055 Est. Cost $28.64 Unrealized
CDZI CADIZ INC 0.0%
Value $34,370 Shares 7,000 Est. Cost $5.68 Unrealized
ROL ROLLINS INC 0.0%
Value $29,109 Shares 545 Est. Cost $56.61 Unrealized
BINC BLACKROCK ETF TRUST II 0.0%
Value $27,762 Shares 535 Est. Cost $53.25 Unrealized
WIX WIX COM LTD 0.0%
Value $27,021 Shares 300 Est. Cost $128.63 Unrealized
COMT ISHARES U S ETF TR 0.0%
Value $25,706 Shares 760 Est. Cost $28.50 Unrealized
FXI ISHARES TR 0.0%
Value $22,976 Shares 640 Est. Cost $41.14 Unrealized
OPEN OPENDOOR TECHNOLOGIES INC 0.0%
Value $21,060 Shares 4,500 Est. Cost $4.19 Unrealized
ASBP ASPIRE BIOPHARMA HLDGS INC 0.0%
Value $20,946 Shares 20,335 Est. Cost $1.03 Unrealized
TRI THOMSON REUTERS CORP 0.0%
Value $20,606 Shares 229 Est. Cost $181.15 Unrealized
KRE SPDR SERIES TRUST 0.0%
Value $19,545 Shares 300 Est. Cost $65.15 Unrealized
BRCC BRC INC 0.0%
Value $15,524 Shares 20,000 Est. Cost $0.86 Unrealized
BOX BOX INC 0.0%
Value $9,386 Shares 397 Est. Cost $32.28 Unrealized
SMRT SMARTRENT INC 0.0%
Value $9,000 Shares 6,000 Est. Cost $1.64 Unrealized
PBH PRESTIGE CONSMR HEALTHCARE I 0.0%
Value $8,832 Shares 149 Est. Cost $68.49 Unrealized
CCL CARNIVAL CORP 0.0%
Value $8,619 Shares 333 Est. Cost $21.70 Unrealized
CHDN CHURCHILL DOWNS INC 0.0%
Value $8,355 Shares 93 Est. Cost $102.45 Unrealized
CHT CHUNGHWA TELECOM CO LTD 0.0%
Value $8,195 Shares 194 Est. Cost $43.62 Unrealized
CNS COHEN & STEERS INC 0.0%
Value $8,069 Shares 129 Est. Cost $72.34 Unrealized
ELF E L F BEAUTY INC 0.0%
Value $7,698 Shares 127 Est. Cost $119.80 Unrealized
BCE BCE INC 0.0%
Value $6,790 Shares 269 Est. Cost $23.52 Unrealized
WTM WHITE MTNS INS GROUP LTD 0.0%
Value $6,591 Shares 3 Est. Cost $1955.46 Unrealized
KWR QUAKER HOUGHTON 0.0%
Value $6,585 Shares 53 Est. Cost $131.53 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value $6,370 Shares 18 Est. Cost $531.36 Unrealized
RRX REGAL REXNORD CORPORATION 0.0%
Value $5,993 Shares 32 Est. Cost $147.38 Unrealized
VECO VEECO INSTRS INC DEL 0.0%
Value $5,350 Shares 158 Est. Cost $23.83 Unrealized
AMLP ALPS ETF TR 0.0%
Value $5,264 Shares 100 Est. Cost $52.64 Unrealized
BATRA ATLANTA BRAVES HLDGS INC 0.0%
Value $4,715 Shares 100 Est. Cost $42.37 Unrealized
WRBY WARBY PARKER INC 0.0%
Value $4,509 Shares 214 Est. Cost $25.26 Unrealized
GOOD GLADSTONE COMMERCIAL CORP 0.0%
Value $4,492 Shares 393 Est. Cost $12.32 Unrealized
ACT ENACT HLDGS INC 0.0%
Value $4,204 Shares 103 Est. Cost $36.80 Unrealized
STT STATE STR CORP 0.0%
Value $3,797 Shares 30 Est. Cost $110.08 Unrealized
SEIC SEI INVTS CO 0.0%
Value $3,610 Shares 46 Est. Cost $88.30 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.0%
Value $3,605 Shares 48 Est. Cost $48.82 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value $3,569 Shares 227 Est. Cost $18.68 Unrealized
TLK TELEKOMUNIKASI IND 0.0%
Value $3,419 Shares 183 Est. Cost $18.83 Unrealized
DEI DOUGLAS EMMETT INC 0.0%
Value $3,269 Shares 347 Est. Cost $18.56 Unrealized
TRS TRIMAS CORP 0.0%
Value $3,163 Shares 88 Est. Cost $35.52 Unrealized
DGICA DONEGAL GROUP INC 0.0%
Value $3,093 Shares 180 Est. Cost $17.86 Unrealized
CE CELANESE CORP DEL 0.0%
Value $2,829 Shares 43 Est. Cost $57.07 Unrealized
BRBR BELLRING BRANDS INC 0.0%
Value $2,736 Shares 170 Est. Cost $45.18 Unrealized
TQQQ PROSHARES TR 0.0%
Value $2,710 Shares 65 Est. Cost $52.89 Unrealized
AEG AEGON LTD 0.0%
Value $2,447 Shares 337 Est. Cost $7.99 Unrealized
VIV TELEFONICA BRASIL SA 0.0%
Value $2,323 Shares 146 Est. Cost $12.75 Unrealized
RYN RAYONIER INC 0.0%
Value $2,310 Shares 112 Est. Cost $20.95 Unrealized
BCH BANCO DE CHILE 0.0%
Value $2,149 Shares 58 Est. Cost $30.31 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value $1,938 Shares 27 Est. Cost $63.88 Unrealized
BCML BAYCOM CORP 0.0%
Value $1,814 Shares 61 Est. Cost $28.31 Unrealized
MFG MIZUHO FINANCIAL GROUP INC 0.0%
Value $1,708 Shares 215 Est. Cost $6.70 Unrealized
SNY SANOFI SA 0.0%
Value $1,639 Shares 34 Est. Cost $50.61 Unrealized
EZU ISHARES INC 0.0%
Value $1,569 Shares 25 Est. Cost $56.80 Unrealized
TKO TKO GROUP HOLDINGS INC 0.0%
Value $1,412 Shares 7 Est. Cost $205.58 Unrealized
NTES NETEASE COM INC 0.0%
Value $1,344 Shares 12 Est. Cost $152.00 Unrealized
LOGI LOGITECH INTL S A 0.0%
Value $1,185 Shares 13 Est. Cost $99.25 Unrealized
PINS PINTEREST INC 0.0%
Value $587 Shares 32 Est. Cost $22.23 Unrealized
JSTC TIDAL TRUST I 0.0%
Value $585 Shares 30 Est. Cost $17.33 Unrealized
XPO XPO INC 0.0%
Value $584 Shares 3 Est. Cost $170.37 Unrealized
CLH CLEAN HARBORS INC 0.0%
Value $574 Shares 2 Est. Cost $263.20 Unrealized
HQY HEALTHEQUITY INC 0.0%
Value $502 Shares 6 Est. Cost $83.16 Unrealized
DOCU DOCUSIGN INC 0.0%
Value $427 Shares 9 Est. Cost $53.49 Unrealized
NTRA NATERA INC 0.0%
Value $200 Shares 1 Est. Cost $225.87 Unrealized
DAIC CID HOLDCO INC 0.0%
Value $69 Shares 400 Est. Cost $4.61 Unrealized
SGMO SANGAMO THERAPEUTICS INC 0.0%
Value $25 Shares 100 Est. Cost $1.06 Unrealized
VEEE TWIN VEE POWERCATS CO 0.0%
Value $2 Shares 4 Est. Cost $2.14 Unrealized

Decreased Positions (110)

IWM ISHARES TR 1.5%
Value $20.78M (+17.9%) Shares 69,179 (-2.7%) Est. Cost $162.08 Unrealized
AAPL APPLE INC 2.1%
Value $29.64M (+11.1%) Shares 102,418 (-2.5%) Est. Cost $202.77 Unrealized
ORCL ORACLE CORP 0.1%
Value $1.163M (-56.7%) Shares 7,936 (-56.5%) Est. Cost $199.12 Unrealized
INTC INTEL CORP 0.2%
Value $2.242M (+209.4%) Shares 16,055 (-2.2%) Est. Cost $44.04 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 3.0%
Value $41.19M (+2.4%) Shares 55 (-1.8%) Est. Cost $454649.84 Unrealized
EFA ISHARES TR 0.6%
Value $8.729M (+5.8%) Shares 84,025 (-1.1%) Est. Cost $73.34 Unrealized
DMAX ISHARES TR 0.1%
Value $1.565M (-22.2%) Shares 57,241 (-24.4%) Est. Cost $25.76 Unrealized
MMAX ISHARES TR 0.1%
Value $1.286M (-21.6%) Shares 47,527 (-23.0%) Est. Cost $25.69 Unrealized
SOXL DIREXION SHARES ETF TRUST 0.0%
Value $467K (+314.6%) Shares 1,750 (-25.5%) Est. Cost $16.79 Unrealized
SHEL SHELL PLC 0.1%
Value $1.053M (-19.9%) Shares 13,577 (-3.9%) Est. Cost $67.04 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $507K (+84.4%) Shares 665 (-5.7%) Est. Cost $454.09 Unrealized
MCO MOODYS CORP 0.1%
Value $1.792M (-11.3%) Shares 3,957 (-14.5%) Est. Cost $380.01 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION 0.0%
Value $48,176 (-78.7%) Shares 4,432 (-78.3%) Est. Cost $12.03 Unrealized
VXF VANGUARD INDEX FDS 0.1%
Value $1.014M (+17.1%) Shares 4,117 (-2.1%) Est. Cost $118.44 Unrealized
STWD STARWOOD PPTY TR INC 0.0%
Value $22,314 (-86.1%) Shares 1,334 (-85.6%) Est. Cost $20.25 Unrealized
MCD MCDONALDS CORP 0.0%
Value $505K (-14.6%) Shares 1,867 (-1.8%) Est. Cost $274.58 Unrealized
BX BLACKSTONE INC 0.1%
Value $710K (-10.8%) Shares 6,033 (-12.8%) Est. Cost $137.82 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value $4.794M (-1.6%) Shares 12,955 (-14.7%) Est. Cost $234.21 Unrealized
STRL STERLING INFRASTRUCTURE INC 0.0%
Value $173K (+59.0%) Shares 206 (-22.8%) Est. Cost $292.70 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value $20,575 (-74.2%) Shares 1,898 (-74.1%) Est. Cost $12.35 Unrealized
NUE NUCOR CORP 0.0%
Value $304K (+21.0%) Shares 1,364 (-8.1%) Est. Cost $144.66 Unrealized
BA BOEING CO 0.0%
Value $687K (+7.6%) Shares 3,175 (-1.1%) Est. Cost $225.60 Unrealized
DIS DISNEY WALT CO 0.0%
Value $251K (-14.7%) Shares 2,611 (-14.6%) Est. Cost $102.38 Unrealized
SGOV ISHARES TR 0.0%
Value $511K (-7.7%) Shares 5,072 (-7.7%) Est. Cost $100.67 Unrealized
IWD ISHARES TR 0.0%
Value $441K (+10.0%) Shares 1,821 (-3.1%) Est. Cost $179.82 Unrealized
INTU INTUIT 0.0%
Value $48,807 (-44.9%) Shares 187 (-8.8%) Est. Cost $628.17 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value $189K (-16.8%) Shares 7,705 (-2.7%) Est. Cost $34.76 Unrealized
OEF ISHARES TR 0.0%
Value $328K (+11.3%) Shares 896 (-3.2%) Est. Cost $209.47 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value $260K (-10.3%) Shares 1,165 (-7.5%) Est. Cost $193.08 Unrealized
TIP ISHARES TR 0.0%
Value $71,349 (-28.3%) Shares 652 (-27.7%) Est. Cost $123.65 Unrealized
PRIM PRIMORIS SVCS CORP 0.0%
Value $7,335 (-77.3%) Shares 74 (-67.3%) Est. Cost $120.67 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value $50,010 (-32.5%) Shares 671 (-31.9%) Est. Cost $79.13 Unrealized
MOG/A MOOG INC 0.0%
Value $106K (+27.4%) Shares 249 (-12.0%) Est. Cost $206.07 Unrealized
CALX CALIX INC 0.0%
Value $5,561 (-75.1%) Shares 149 (-67.3%) Est. Cost $56.41 Unrealized
APTV APTIV PLC 0.0%
Value $9,699 (-62.6%) Shares 158 (-57.6%) Est. Cost $61.22 Unrealized
TILE INTERFACE INC 0.0%
Value $5,376 (-72.8%) Shares 150 (-81.1%) Est. Cost $27.37 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value $65,774 (+22.3%) Shares 1,372 (-6.2%) Est. Cost $55.18 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value $49,736 (-18.8%) Shares 777 (-9.8%) Est. Cost $82.95 Unrealized
ITGR INTEGER HLDGS CORP 0.0%
Value $4,953 (-68.0%) Shares 53 (-69.9%) Est. Cost $108.79 Unrealized
IDCC INTERDIGITAL INC 0.0%
Value $21,802 (-31.9%) Shares 77 (-27.4%) Est. Cost $297.71 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 0.0%
Value $48,575 (-16.9%) Shares 648 (-25.6%) Est. Cost $51.09 Unrealized
RMBS RAMBUS INC DEL 0.0%
Value $13,938 (-40.7%) Shares 105 (-61.5%) Est. Cost $85.48 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value $37,204 (+30.6%) Shares 371 (-9.7%) Est. Cost $97.00 Unrealized
YETI YETI HLDGS INC 0.0%
Value $5,254 (-62.1%) Shares 106 (-72.0%) Est. Cost $35.80 Unrealized
LMAT LEMAITRE VASCULAR INC 0.0%
Value $15,738 (-31.0%) Shares 164 (-21.5%) Est. Cost $88.19 Unrealized
CXT CRANE NXT CO 0.0%
Value $8,595 (-45.0%) Shares 168 (-56.4%) Est. Cost $56.87 Unrealized
BCPC BALCHEM CORP 0.0%
Value $13,348 (-34.4%) Shares 79 (-34.2%) Est. Cost $160.05 Unrealized
AVAV AEROVIRONMENT INC 0.0%
Value $16,838 (-29.2%) Shares 102 (-21.5%) Est. Cost $269.54 Unrealized
CRWV COREWEAVE INC 0.0%
Value $42,703 (+18.5%) Shares 429 (-7.7%) Est. Cost $109.26 Unrealized
BKGI BNY MELLON ETF TRUST 0.0%
Value $7,466 (-46.4%) Shares 166 (-47.0%) Est. Cost $39.28 Unrealized
LGND LIGAND PHARMACEUTICALS INC 0.0%
Value $29,713 (-17.8%) Shares 94 (-48.1%) Est. Cost $160.41 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $8,933 (-41.7%) Shares 97 (-41.6%) Est. Cost $98.05 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value $1,196 (-83.8%) Shares 5 (-80.8%) Est. Cost $216.06 Unrealized
FSS FEDERAL SIGNAL CORP 0.0%
Value $11,950 (-32.6%) Shares 93 (-43.3%) Est. Cost $117.97 Unrealized
JBTM JBT MAREL CORPORATION 0.0%
Value $12,760 (-31.2%) Shares 88 (-39.3%) Est. Cost $143.99 Unrealized
TER TERADYNE INC 0.0%
Value $3,387 (-61.9%) Shares 7 (-76.7%) Est. Cost $109.09 Unrealized
MOAT VANECK ETF TRUST 0.0%
Value $92,421 (-5.5%) Shares 889 (-12.1%) Est. Cost $74.69 Unrealized
ACIW ACI WORLDWIDE INC 0.0%
Value $11,869 (-30.9%) Shares 236 (-43.7%) Est. Cost $45.78 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value $89,297 (+6.3%) Shares 974 (-1.2%) Est. Cost $84.72 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value $1,937 (-71.3%) Shares 50 (-54.5%) Est. Cost $77.92 Unrealized
SNPS SYNOPSYS INC 0.0%
Value $4,015 (-54.0%) Shares 9 (-59.1%) Est. Cost $473.48 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value $8,664 (-34.7%) Shares 271 (-31.6%) Est. Cost $29.26 Unrealized
MVPA ADVISOR MANAGED PORTFOLIOS 0.0%
Value $3,395 (-57.3%) Shares 101 (-60.2%) Est. Cost $31.19 Unrealized
CSW CSW INDUSTRIALS INC 0.0%
Value $12,524 (-26.1%) Shares 45 (-30.8%) Est. Cost $279.74 Unrealized
PJT PJT PARTNERS INC 0.0%
Value $14,944 (-22.5%) Shares 99 (-28.3%) Est. Cost $176.04 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value $395 (-91.4%) Shares 5 (-92.2%) Est. Cost $112.20 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value $21,715 (+23.5%) Shares 191 (-2.1%) Est. Cost $100.45 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value $7,828 (-34.4%) Shares 35 (-45.3%) Est. Cost $182.98 Unrealized
ABCB AMERIS BANCORP 0.0%
Value $19,152 (-17.6%) Shares 212 (-28.9%) Est. Cost $73.74 Unrealized
MMSI MERIT MED SYS INC 0.0%
Value $11,719 (-25.4%) Shares 169 (-25.9%) Est. Cost $85.41 Unrealized
DHR DANAHER CORP DEL 0.0%
Value $79,621 (-4.6%) Shares 418 (-5.0%) Est. Cost $240.00 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value $6,481 (-35.8%) Shares 205 (-8.1%) Est. Cost $57.84 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value $3,395 (-50.9%) Shares 2 (-50.0%) Est. Cost $2340.46 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value $1,793 (-65.2%) Shares 11 (-69.4%) Est. Cost $118.30 Unrealized
SXT SENSIENT TECHNOLOGIES CORP 0.0%
Value $15,658 (-17.7%) Shares 127 (-42.3%) Est. Cost $104.21 Unrealized
B BARRICK MNG CORP 0.0%
Value $1,470 (-68.9%) Shares 40 (-65.5%) Est. Cost $29.14 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value $13,497 (-18.3%) Shares 122 (-16.4%) Est. Cost $103.69 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.0%
Value $48,458 (-5.8%) Shares 598 (-20.7%) Est. Cost $59.87 Unrealized
GRNY TIDAL TRUST I 0.0%
Value $8,987 (-24.7%) Shares 325 (-35.0%) Est. Cost $24.76 Unrealized
AZTA AZENTA INC 0.0%
Value $843 (-77.6%) Shares 33 (-81.5%) Est. Cost $34.30 Unrealized
AUB ATLANTIC UN BANKSHARES CORP 0.0%
Value $15,867 (-15.3%) Shares 375 (-28.4%) Est. Cost $34.99 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value $9,204 (-23.1%) Shares 73 (-22.3%) Est. Cost $128.83 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value $26,171 (-8.5%) Shares 57 (-3.4%) Est. Cost $698.00 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value $21,515 (-9.9%) Shares 182 (-12.5%) Est. Cost $94.75 Unrealized
SNAP SNAP INC 0.0%
Value $1,554 (-60.3%) Shares 350 (-58.8%) Est. Cost $10.42 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value $91,691 (-2.1%) Shares 775 (-7.8%) Est. Cost $137.17 Unrealized
NPO ENPRO INC 0.0%
Value $29,024 (+6.2%) Shares 77 (-29.4%) Est. Cost $226.83 Unrealized
MC MOELIS & CO 0.0%
Value $25,318 (+7.0%) Shares 387 (-6.7%) Est. Cost $69.74 Unrealized
DASH DOORDASH INC 0.0%
Value $26,229 (+6.4%) Shares 142 (-13.4%) Est. Cost $249.78 Unrealized
BOOT BOOT BARN HLDGS INC 0.0%
Value $24,970 (-5.7%) Shares 152 (-16.0%) Est. Cost $177.29 Unrealized
EAGG ISHARES TR 0.0%
Value $96,467 (-1.6%) Shares 2,035 (-1.3%) Est. Cost $47.55 Unrealized
SKY CHAMPION HOMES INC 0.0%
Value $20,621 (+7.9%) Shares 234 (-8.9%) Est. Cost $78.37 Unrealized
CVLT COMMVAULT SYS INC 0.0%
Value $10,914 (-9.6%) Shares 77 (-50.3%) Est. Cost $156.21 Unrealized
TTD THE TRADE DESK INC 0.0%
Value $1,429 (-44.3%) Shares 79 (-30.1%) Est. Cost $58.32 Unrealized
UFPT UFP TECHNOLOGIES INC 0.0%
Value $16,173 (+7.1%) Shares 61 (-21.8%) Est. Cost $227.24 Unrealized
MSCI MSCI INC 0.0%
Value $5,601 (-13.4%) Shares 10 (-16.7%) Est. Cost $561.75 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value $51,537 (+1.7%) Shares 515 (-7.9%) Est. Cost $67.21 Unrealized
IR INGERSOLL RAND INC 0.0%
Value $26,729 (-2.7%) Shares 326 (-5.0%) Est. Cost $83.91 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value $9,390 (-7.4%) Shares 1,000 (-16.7%) Est. Cost $10.18 Unrealized
CAVA CAVA GROUP INC 0.0%
Value $4,709 (-13.1%) Shares 60 (-10.4%) Est. Cost $74.90 Unrealized
DG DOLLAR GEN CORP 0.0%
Value $4,789 (-11.3%) Shares 42 (-6.7%) Est. Cost $127.87 Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value $3,001 (-16.0%) Shares 18 (-18.2%) Est. Cost $168.11 Unrealized
QRVO QORVO INC 0.0%
Value $16,323 (-3.3%) Shares 175 (-19.7%) Est. Cost $81.83 Unrealized
POWI POWER INTEGRATIONS INC 0.0%
Value $6,199 (+8.1%) Shares 74 (-33.9%) Est. Cost $47.82 Unrealized
VG VENTURE GLOBAL INC 0.0%
Value $524 (-33.5%) Shares 47 (-6.0%) Est. Cost $8.89 Unrealized
GDDY GODADDY INC 0.0%
Value $24,785 (-0.7%) Shares 292 (-3.3%) Est. Cost $188.75 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value $46 (-68.3%) Shares 4 (-63.6%) Est. Cost $19.44 Unrealized
YUM YUM BRANDS INC 0.0%
Value $250K (+0.0%) Shares 1,564 (-2.7%) Est. Cost $132.90 Unrealized
TEAM ATLASSIAN CORPORATION 0.0%
Value $5,601 (+0.1%) Shares 72 (-12.2%) Est. Cost $204.09 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value $1,832 (+0.1%) Shares 10 (-16.7%) Est. Cost $146.40 Unrealized

Unchanged Positions (392)

IVV ISHARES TR 11.7%
Value $161M Shares 214,948 Est. Cost $668.36 Unrealized
ESGV VANGUARD WORLD FD 3.5%
Value $48.22M Shares 364,656 Est. Cost $82.21 Unrealized
MDY STATE STR SPDR S&P MIDCAP 40 2.6%
Value $35.25M Shares 50,124 Est. Cost $402.85 Unrealized
VB VANGUARD INDEX FDS 1.9%
Value $25.92M Shares 85,513 Est. Cost $171.72 Unrealized
VSGX VANGUARD WORLD FD 0.8%
Value $10.94M Shares 132,891 Est. Cost $59.99 Unrealized
EQT EQT CORP 0.3%
Value $3.998M Shares 75,202 Est. Cost $33.40 Unrealized
RGLD ROYAL GOLD INC 0.2%
Value $2.492M Shares 12,484 Est. Cost $198.37 Unrealized
EXE EXPAND ENERGY CORPORATION 0.2%
Value $3.021M Shares 33,134 Est. Cost $104.43 Unrealized
VNQ VANGUARD INDEX FDS 0.4%
Value $5.666M Shares 58,758 Est. Cost $84.84 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.1%
Value $1.249M Shares 2,616 Est. Cost $324.36 Unrealized
GLD SPDR GOLD TR 0.1%
Value $1.933M Shares 5,248 Est. Cost $166.64 Unrealized
NAUT NAUTILUS BIOTECHNOLOGY INC 0.0%
Value $254K Shares 136,052 Est. Cost $0.73 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value $2.279M Shares 31,991 Est. Cost $46.01 Unrealized
GSAT GLOBALSTAR INC 0.1%
Value $1.321M Shares 16,256 Est. Cost $28.66 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value $1.931M Shares 5,708 Est. Cost $206.33 Unrealized
RWAY RUNWAY GROWTH FINANCE CORP 0.1%
Value $965K Shares 172,002 Est. Cost $9.02 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.1%
Value $891K Shares 10,232 Est. Cost $38.10 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value $1.351M Shares 45,910 Est. Cost $36.87 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value $639K Shares 11,905 Est. Cost $32.45 Unrealized
CMI CUMMINS INC 0.0%
Value $482K Shares 676 Est. Cost $285.65 Unrealized
SCHB SCHWAB STRATEGIC TR 0.1%
Value $842K Shares 29,076 Est. Cost $35.99 Unrealized
LSF LAIRD SUPERFOOD INC 0.0%
Value $202K Shares 43,002 Est. Cost $2.18 Unrealized
IWB ISHARES TR 0.1%
Value $751K Shares 1,833 Est. Cost $333.63 Unrealized
ARTY ISHARES TR 0.0%
Value $236K Shares 3,093 Est. Cost $34.20 Unrealized
MDB MONGODB INC 0.0%
Value $336K Shares 1,000 Est. Cost $408.58 Unrealized
ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.0%
Value $248K Shares 11,543 Est. Cost $27.70 Unrealized
HG HAMILTON INSURANCE GROUP LTD 0.0%
Value $687K Shares 20,239 Est. Cost $15.28 Unrealized
BP BP PLC 0.0%
Value $317K Shares 8,581 Est. Cost $30.42 Unrealized
ITOT ISHARES TR 0.0%
Value $573K Shares 3,488 Est. Cost $123.01 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.0%
Value $532K Shares 11,971 Est. Cost $39.92 Unrealized
IJK ISHARES TR 0.0%
Value $524K Shares 4,458 Est. Cost $87.71 Unrealized
ENSG ENSIGN GROUP INC 0.0%
Value $287K Shares 1,788 Est. Cost $82.29 Unrealized
IREN IREN LIMITED 0.0%
Value $290K Shares 6,350 Est. Cost $9.74 Unrealized
IWV ISHARES TR 0.0%
Value $517K Shares 1,213 Est. Cost $184.26 Unrealized
JEF JEFFERIES FINANCIAL GROUP IN 0.0%
Value $377K Shares 7,546 Est. Cost $12.30 Unrealized
EWJ ISHARES INC 0.0%
Value $677K Shares 7,263 Est. Cost $73.62 Unrealized
DFTX DEFINIUM THERAPEUTICS INC 0.0%
Value $94,033 Shares 1,999 Est. Cost $16.29 Unrealized
DIA STATE STR SPDR DOW JONES IND 0.0%
Value $491K Shares 941 Est. Cost $291.79 Unrealized
ZION ZIONS BANCORPORATION NATL AS 0.0%
Value $325K Shares 4,701 Est. Cost $46.49 Unrealized
LPTH LIGHTPATH TECHNOLOGIES INC 0.0%
Value $131K Shares 8,000 Est. Cost $1.87 Unrealized
IWR ISHARES TR 0.0%
Value $393K Shares 3,565 Est. Cost $88.36 Unrealized
ZTS ZOETIS INC 0.0%
Value $71,573 Shares 996 Est. Cost $150.53 Unrealized
AN AUTONATION INC 0.1%
Value $885K Shares 4,761 Est. Cost $36.20 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value $292K Shares 7,200 Est. Cost $17.54 Unrealized
SHOP SHOPIFY INC 0.1%
Value $979K Shares 8,571 Est. Cost $135.57 Unrealized
SMAX ISHARES TR 0.1%
Value $1.062M Shares 38,118 Est. Cost $25.23 Unrealized
ACWI ISHARES TR 0.0%
Value $331K Shares 2,111 Est. Cost $97.66 Unrealized
BBEU J P MORGAN EXCHANGE TRADED F 0.0%
Value $564K Shares 7,249 Est. Cost $59.19 Unrealized
NWE NORTHWESTERN ENERGY GROUP IN 0.0%
Value $428K Shares 5,970 Est. Cost $45.78 Unrealized
ILCG ISHARES TR 0.0%
Value $204K Shares 1,740 Est. Cost $69.63 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.6%
Value $7.742M Shares 93,675 Est. Cost $82.99 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value $261K Shares 7,699 Est. Cost $30.09 Unrealized
SPB SPECTRUM BRANDS HOLDINGS INC 0.0%
Value $258K Shares 3,009 Est. Cost $42.74 Unrealized
W WAYFAIR INC 0.0%
Value $194K Shares 2,100 Est. Cost $86.26 Unrealized
RIOT RIOT PLATFORMS INC 0.0%
Value $65,274 Shares 2,384 Est. Cost $10.09 Unrealized
MAXJ ISHARES TR 0.1%
Value $1.057M Shares 36,295 Est. Cost $28.05 Unrealized
IYW ISHARES TR 0.0%
Value $120K Shares 474 Est. Cost $173.27 Unrealized
QQQE DIREXION SHARES ETF TRUST 0.0%
Value $168K Shares 1,380 Est. Cost $89.20 Unrealized
GIS GENERAL MILLS INC 0.0%
Value $408K Shares 11,718 Est. Cost $60.59 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value $295K Shares 1,215 Est. Cost $186.97 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value $251K Shares 4,640 Est. Cost $47.89 Unrealized
AZZ AZZ INC 0.0%
Value $155K Shares 1,000 Est. Cost $66.41 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.0%
Value $45,144 Shares 166 Est. Cost $141.85 Unrealized
FNDB SCHWAB STRATEGIC TR 0.0%
Value $269K Shares 8,843 Est. Cost $33.66 Unrealized
MIDD MIDDLEBY CORP 0.0%
Value $122K Shares 710 Est. Cost $140.98 Unrealized
STM STMICROELECTRONICS N V 0.0%
Value $51,525 Shares 688 Est. Cost $40.53 Unrealized
BUFG FIRST TR EXCHNG TRADED FD VI 0.0%
Value $326K Shares 11,115 Est. Cost $25.54 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $116K Shares 1,578 Est. Cost $67.39 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQT 0.0%
Value $176K Shares 5,089 Est. Cost $23.87 Unrealized
LOW LOWES COS INC 0.0%
Value $425K Shares 1,927 Est. Cost $244.53 Unrealized
JGRO J P MORGAN EXCHANGE TRADED F 0.0%
Value $179K Shares 1,811 Est. Cost $74.24 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value $257K Shares 1,179 Est. Cost $170.57 Unrealized
FFIN FIRST FINL BANKSHARES INC 0.0%
Value $168K Shares 4,845 Est. Cost $23.66 Unrealized
PPG PPG INDS INC 0.0%
Value $205K Shares 1,688 Est. Cost $135.93 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value $649K Shares 1,415 Est. Cost $393.58 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value $145K Shares 296 Est. Cost $425.92 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value $140K Shares 458 Est. Cost $247.68 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value $211K Shares 6,785 Est. Cost $32.01 Unrealized
SDY SPDR SERIES TRUST 0.0%
Value $509K Shares 3,347 Est. Cost $114.89 Unrealized
WD WALKER & DUNLOP INC 0.0%
Value $109K Shares 2,000 Est. Cost $94.55 Unrealized
SMH VANECK ETF TRUST 0.0%
Value $49,192 Shares 75 Est. Cost $182.92 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value $682K Shares 5,391 Est. Cost $89.43 Unrealized
PNW PINNACLE WEST CAP CORP 0.0%
Value $280K Shares 2,618 Est. Cost $76.83 Unrealized
EPI WISDOMTREE TR 0.0%
Value $391K Shares 9,150 Est. Cost $43.81 Unrealized
BLOK AMPLIFY ETF TR 0.0%
Value $84,864 Shares 1,355 Est. Cost $56.89 Unrealized
INDA ISHARES TR 0.0%
Value $327K Shares 6,623 Est. Cost $46.84 Unrealized
CMPS COMPASS PATHWAYS PLC 0.0%
Value $27,522 Shares 1,945 Est. Cost $10.80 Unrealized
BKH BLACK HILLS CORP 0.0%
Value $236K Shares 3,166 Est. Cost $50.70 Unrealized
BMO BANK MONTREAL MEDIUM 0.0%
Value $70,680 Shares 400 Est. Cost $88.23 Unrealized
SUSA ISHARES TR 0.0%
Value $115K Shares 744 Est. Cost $76.45 Unrealized
DLPN DOLPHIN ENTMT INC 0.0%
Value $57,500 Shares 50,000 Est. Cost $1.60 Unrealized
RWK INVESCO EXCH TRADED FD TR II 0.0%
Value $129K Shares 881 Est. Cost $105.03 Unrealized
SYM SYMBOTIC INC 0.0%
Value $85,405 Shares 1,900 Est. Cost $43.72 Unrealized
FTXL FIRST TR EXCHANGE TRADED FD 0.0%
Value $32,200 Shares 113 Est. Cost $99.87 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value $247K Shares 1,562 Est. Cost $117.44 Unrealized
MNKD MANNKIND CORP 0.0%
Value $34,396 Shares 8,074 Est. Cost $1.28 Unrealized
MRNA MODERNA INC 0.0%
Value $50,982 Shares 728 Est. Cost $100.80 Unrealized
DFEM DIMENSIONAL ETF TRUST 0.0%
Value $84,694 Shares 2,084 Est. Cost $26.46 Unrealized
IDEV ISHARES TR 0.0%
Value $207K Shares 2,327 Est. Cost $67.41 Unrealized
IOO ISHARES TR 0.0%
Value $103K Shares 756 Est. Cost $126.67 Unrealized
BBCA J P MORGAN EXCHANGE TRADED F 0.0%
Value $209K Shares 2,100 Est. Cost $69.32 Unrealized
SIXG ETF SER SOLUTIONS 0.0%
Value $38,015 Shares 400 Est. Cost $32.79 Unrealized
SLV ISHARES SILVER TR 0.0%
Value $38,980 Shares 729 Est. Cost $33.98 Unrealized
PXF INVESCO EXCH TRADED FD TR II 0.0%
Value $139K Shares 1,841 Est. Cost $44.94 Unrealized
TPC TUTOR PERINI CORP 0.0%
Value $145K Shares 1,750 Est. Cost $8.05 Unrealized
ATAI ATAIBECKLEY INC 0.0%
Value $29,196 Shares 5,540 Est. Cost $3.85 Unrealized
VLUE ISHARES TR 0.0%
Value $32,969 Shares 165 Est. Cost $93.80 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value $56,583 Shares 628 Est. Cost $63.60 Unrealized
LGIH LGI HOMES INC 0.0%
Value $23,562 Shares 370 Est. Cost $71.84 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.1%
Value $713K Shares 1,236 Est. Cost $594.66 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value $78,390 Shares 936 Est. Cost $66.55 Unrealized
LOPE GRAND CANYON ED INC 0.0%
Value $42,933 Shares 300 Est. Cost $87.63 Unrealized
DEO DIAGEO PLC 0.0%
Value $102K Shares 1,270 Est. Cost $95.49 Unrealized
ASX ASE TECHNOLOGY HLDG CO LTD 0.0%
Value $13,807 Shares 306 Est. Cost $11.09 Unrealized
XBI SPDR SERIES TRUST 0.0%
Value $36,398 Shares 230 Est. Cost $106.31 Unrealized
CCJ CAMECO CORP 0.0%
Value $102K Shares 1,000 Est. Cost $43.66 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value $74,753 Shares 250 Est. Cost $204.00 Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value $47,696 Shares 400 Est. Cost $123.03 Unrealized
TOST TOAST INC 0.0%
Value $139K Shares 5,000 Est. Cost $20.70 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $160K Shares 1,172 Est. Cost $91.78 Unrealized
CI THE CIGNA GROUP 0.0%
Value $153K Shares 555 Est. Cost $293.19 Unrealized
GRAL GRAIL INC 0.0%
Value $25,875 Shares 379 Est. Cost $94.37 Unrealized
SPMD SPDR SERIES TRUST 0.0%
Value $50,670 Shares 750 Est. Cost $56.63 Unrealized
ADSE ADS TEC ENERGY PLC 0.0%
Value $63,750 Shares 5,000 Est. Cost $8.83 Unrealized
F FORD MTR CO 0.0%
Value $37,432 Shares 2,693 Est. Cost $10.37 Unrealized
BMNR BITMINE IMMERSION TECHS INC 0.0%
Value $12,645 Shares 950 Est. Cost $38.42 Unrealized
GSBD GOLDMAN SACHS BDC INC 0.0%
Value $94,260 Shares 9,943 Est. Cost $9.28 Unrealized
QBTS D-WAVE QUANTUM INC 0.0%
Value $14,394 Shares 600 Est. Cost $18.22 Unrealized
DVY ISHARES TR 0.0%
Value $150K Shares 963 Est. Cost $105.02 Unrealized
XT ISHARES TR 0.0%
Value $31,813 Shares 385 Est. Cost $65.25 Unrealized
SGOL ETFS GOLD TR 0.0%
Value $33,031 Shares 864 Est. Cost $32.77 Unrealized
CSL CARLISLE COS INC 0.0%
Value $68,197 Shares 188 Est. Cost $383.21 Unrealized
QTUM ETF SER SOLUTIONS 0.0%
Value $15,546 Shares 94 Est. Cost $81.52 Unrealized
CTRE CARETRUST REIT INC 0.0%
Value $58,306 Shares 1,445 Est. Cost $21.52 Unrealized
SONY SONY GROUP CORP 0.0%
Value $213K Shares 10,629 Est. Cost $28.79 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value $25,592 Shares 708 Est. Cost $24.93 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value $23,957 Shares 91 Est. Cost $319.44 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value $14,273 Shares 125 Est. Cost $200.38 Unrealized
APLE APPLE HOSPITALITY REIT INC 0.0%
Value $15,214 Shares 905 Est. Cost $12.19 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value $64,940 Shares 400 Est. Cost $199.96 Unrealized
DIVI FRANKLIN TEMPLETON ETF TR 0.0%
Value $68,011 Shares 1,592 Est. Cost $35.64 Unrealized
KOMP SPDR SERIES TRUST 0.0%
Value $25,097 Shares 351 Est. Cost $50.69 Unrealized
VCX FUNDRISE INNOVATION FD LLC 0.0%
Value $8,643 Shares 100 Est. Cost $130.95 Unrealized
IEUR ISHARES TR 0.0%
Value $66,977 Shares 891 Est. Cost $47.17 Unrealized
ONTO ONTO INNOVATION INC 0.0%
Value $9,462 Shares 25 Est. Cost $182.71 Unrealized
GWX SPDR INDEX SHS FDS 0.0%
Value $124K Shares 2,829 Est. Cost $35.59 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value $14,511 Shares 51 Est. Cost $196.51 Unrealized
FOUR SHIFT4 PMTS INC 0.0%
Value $37,891 Shares 779 Est. Cost $46.12 Unrealized
SFM SPROUTS FMRS MKT INC 0.0%
Value $38,907 Shares 460 Est. Cost $146.16 Unrealized
ESGE ISHARES INC 0.0%
Value $21,603 Shares 395 Est. Cost $28.68 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value $22,549 Shares 50 Est. Cost $512.40 Unrealized
AVDE AMERICAN CENTY ETF TR 0.0%
Value $70,290 Shares 788 Est. Cost $74.01 Unrealized
BNTX BIONTECH SE 0.0%
Value $75,278 Shares 809 Est. Cost $92.25 Unrealized
IMOS CHIPMOS TECHNOLOGIES INC 0.0%
Value $7,261 Shares 113 Est. Cost $19.12 Unrealized
SPYX SPDR SERIES TRUST 0.0%
Value $23,768 Shares 389 Est. Cost $52.77 Unrealized
MSTR STRATEGY INC 0.0%
Value $7,129 Shares 82 Est. Cost $272.45 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.0%
Value $19,623 Shares 488 Est. Cost $28.95 Unrealized
RY ROYAL BK CDA 0.0%
Value $14,074 Shares 68 Est. Cost $137.85 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value $33,211 Shares 1,402 Est. Cost $18.91 Unrealized
DTM DT MIDSTREAM INC 0.0%
Value $37,272 Shares 254 Est. Cost $37.79 Unrealized
TTC TORO CO 0.0%
Value $71,896 Shares 738 Est. Cost $63.71 Unrealized
COWG PACER FDS TR 0.0%
Value $18,114 Shares 451 Est. Cost $36.33 Unrealized
IPO RENAISSANCE CAP GREENWICH FD 0.0%
Value $9,805 Shares 165 Est. Cost $43.46 Unrealized
PGY PAGAYA TECHNOLOGIES LTD 0.0%
Value $7,811 Shares 428 Est. Cost $18.54 Unrealized
NLR VANECK ETF TRUST 0.0%
Value $18,903 Shares 163 Est. Cost $135.37 Unrealized
BF/A BROWN FORMAN CORP 0.0%
Value $125K Shares 4,577 Est. Cost $28.68 Unrealized
PRPL PURPLE INNOVATION INC 0.0%
Value $3,160 Shares 8,849 Est. Cost $0.94 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value $20,291 Shares 59 Est. Cost $314.81 Unrealized
STUB STUBHUB HLDGS INC 0.0%
Value $5,148 Shares 400 Est. Cost $18.34 Unrealized
TAP MOLSON COORS BEVERAGE CO 0.0%
Value $24,935 Shares 640 Est. Cost $59.43 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value $19,089 Shares 350 Est. Cost $56.29 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value $13,274 Shares 238 Est. Cost $40.67 Unrealized
NUSC NUSHARES ETF TR 0.0%
Value $17,148 Shares 329 Est. Cost $32.35 Unrealized
IJT ISHARES TR 0.0%
Value $12,145 Shares 68 Est. Cost $130.74 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.0%
Value $55,876 Shares 569 Est. Cost $78.44 Unrealized
BNS BANK NOVA SCOTIA B C 0.0%
Value $10,942 Shares 126 Est. Cost $58.93 Unrealized
PXH INVESCO EXCH TRADED FD TR II 0.0%
Value $62,898 Shares 2,256 Est. Cost $21.82 Unrealized
OC OWENS CORNING NEW 0.0%
Value $6,677 Shares 42 Est. Cost $148.64 Unrealized
VTS VITESSE ENERGY INC 0.0%
Value $14,004 Shares 888 Est. Cost $17.24 Unrealized
RAL RALLIANT CORP 0.0%
Value $4,860 Shares 66 Est. Cost $49.24 Unrealized
ASTS AST SPACEMOBILE INC 0.0%
Value $30,835 Shares 347 Est. Cost $71.36 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value $11,927 Shares 262 Est. Cost $52.76 Unrealized
MMYT MAKEMYTRIP LIMITED MAURITIUS 0.0%
Value $6,662 Shares 125 Est. Cost $96.84 Unrealized
MKL MARKEL GROUP INC 0.0%
Value $97,651 Shares 50 Est. Cost $1659.34 Unrealized
ARLP ALLIANCE RESOURCE PARTNERS L 0.0%
Value $12,710 Shares 530 Est. Cost $21.15 Unrealized
NUMV NUSHARES ETF TR 0.0%
Value $17,831 Shares 410 Est. Cost $29.51 Unrealized
NUMG NUSHARES ETF TR 0.0%
Value $14,229 Shares 303 Est. Cost $34.38 Unrealized
AGG ISHARES TR 0.0%
Value $591K Shares 5,973 Est. Cost $95.78 Unrealized
GERN GERON CORP 0.0%
Value $10,176 Shares 7,950 Est. Cost $2.16 Unrealized
ICOP ISHARES TR 0.0%
Value $49,723 Shares 1,010 Est. Cost $47.58 Unrealized
EPR EPR PPTYS 0.0%
Value $11,951 Shares 206 Est. Cost $53.93 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value $7,165 Shares 59 Est. Cost $75.06 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value $8,174 Shares 200 Est. Cost $40.81 Unrealized
NTSX WISDOMTREE TR 0.0%
Value $13,405 Shares 227 Est. Cost $50.06 Unrealized
MP MP MATERIALS CORP 0.0%
Value $11,202 Shares 200 Est. Cost $15.82 Unrealized
SCHV SCHWAB STRATEGIC TR 0.0%
Value $11,551 Shares 332 Est. Cost $44.09 Unrealized
DKNG DRAFTKINGS INC NEW 0.0%
Value $10,180 Shares 403 Est. Cost $44.24 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value $26,384 Shares 171 Est. Cost $103.25 Unrealized
BIDD BLACKROCK ETF TRUST 0.0%
Value $27,319 Shares 910 Est. Cost $24.67 Unrealized
QSR RESTAURANT BRANDS INTL INC 0.0%
Value $73,453 Shares 1,013 Est. Cost $69.37 Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value $103K Shares 2,035 Est. Cost $50.86 Unrealized
TW TRADEWEB MKTS INC 0.0%
Value $7,475 Shares 75 Est. Cost $128.54 Unrealized
CM CANADIAN IMPERIAL BANK OF CO 0.0%
Value $7,475 Shares 65 Est. Cost $72.60 Unrealized
TEM TEMPUS AI INC 0.0%
Value $5,793 Shares 100 Est. Cost $53.98 Unrealized
IJS ISHARES TR 0.0%
Value $9,021 Shares 66 Est. Cost $102.77 Unrealized
PDD PDD HOLDINGS INC 0.0%
Value $3,509 Shares 46 Est. Cost $132.17 Unrealized
FREL FIDELITY COVINGTON TRUST 0.0%
Value $14,475 Shares 494 Est. Cost $30.55 Unrealized
WDS WOODSIDE ENERGY GROUP LTD 0.0%
Value $4,927 Shares 255 Est. Cost $15.05 Unrealized
FTV FORTIVE CORP 0.0%
Value $12,218 Shares 200 Est. Cost $60.10 Unrealized
AVDV AMERICAN CENTY ETF TR 0.0%
Value $37,098 Shares 360 Est. Cost $69.74 Unrealized
NANR SPDR INDEX SHS FDS 0.0%
Value $10,117 Shares 134 Est. Cost $56.64 Unrealized
IEX IDEX CORP 0.0%
Value $6,809 Shares 30 Est. Cost $171.57 Unrealized
AAL AMERICAN AIRLINES GROUP INC 0.0%
Value $2,711 Shares 150 Est. Cost $14.51 Unrealized
KLAR KLARNA GROUP PLC 0.0%
Value $2,854 Shares 141 Est. Cost $40.19 Unrealized
TIGO MILLICOM INTL CELLULAR S A 0.0%
Value $5,718 Shares 63 Est. Cost $43.89 Unrealized
GAIN GLADSTONE INVT CORP 0.0%
Value $11,843 Shares 766 Est. Cost $13.56 Unrealized
BTGD TIDAL TRUST II 0.0%
Value $2,256 Shares 117 Est. Cost $34.27 Unrealized
CRBN ISHARES TR 0.0%
Value $7,454 Shares 29 Est. Cost $157.52 Unrealized
CWST CASELLA WASTE SYS INC 0.0%
Value $5,043 Shares 52 Est. Cost $59.38 Unrealized
DOMO DOMO INC 0.0%
Value $40,061 Shares 12,799 Est. Cost $15.81 Unrealized
IPGP IPG PHOTONICS CORP 0.0%
Value $38,129 Shares 325 Est. Cost $67.21 Unrealized
CACI CACI INTL INC 0.0%
Value $5,096 Shares 11 Est. Cost $463.04 Unrealized
E ENI SPA 0.0%
Value $4,218 Shares 90 Est. Cost $34.96 Unrealized
CTS CTS CORP 0.0%
Value $3,260 Shares 50 Est. Cost $51.18 Unrealized
BIP BROOKFIELD INFRASTRUCTURE PA 0.0%
Value $83,088 Shares 2,277 Est. Cost $31.35 Unrealized
NVS NOVARTIS AG 0.0%
Value $32,285 Shares 206 Est. Cost $98.53 Unrealized
FNDC SCHWAB STRATEGIC TR 0.0%
Value $17,919 Shares 369 Est. Cost $42.05 Unrealized
HR HEALTHCARE RLTY TR 0.0%
Value $5,043 Shares 250 Est. Cost $17.23 Unrealized
BXMT BLACKSTONE MORTGAGE TRUST IN 0.0%
Value $6,119 Shares 361 Est. Cost $19.13 Unrealized
INSG INSEEGO CORP 0.0%
Value $10,330 Shares 1,000 Est. Cost $10.94 Unrealized
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value $1,252 Shares 47 Est. Cost $42.91 Unrealized
VTRS VIATRIS INC 0.0%
Value $5,098 Shares 321 Est. Cost $11.10 Unrealized
TFPM TRIPLE FLAG PRECIOUS METAL 0.0%
Value $4,796 Shares 160 Est. Cost $25.85 Unrealized
DPZ DOMINOS PIZZA INC 0.0%
Value $3,553 Shares 12 Est. Cost $450.82 Unrealized
CLOV CLOVER HEALTH INVESTMENTS CO 0.0%
Value $1,122 Shares 214 Est. Cost $2.93 Unrealized
GSK GSK PLC 0.0%
Value $13,839 Shares 264 Est. Cost $42.03 Unrealized
DAR DARLING INGREDIENTS INC 0.0%
Value $5,462 Shares 100 Est. Cost $34.97 Unrealized
SRAD SPORTRADAR GROUP AG 0.0%
Value $5,988 Shares 400 Est. Cost $26.90 Unrealized
SUB ISHARES TR 0.2%
Value $2.491M Shares 23,393 Est. Cost $106.46 Unrealized
BBAX J P MORGAN EXCHANGE TRADED F 0.0%
Value $98,966 Shares 1,653 Est. Cost $54.03 Unrealized
BITB BITWISE BITCOIN ETF TR 0.0%
Value $4,333 Shares 136 Est. Cost $58.60 Unrealized
BILL BILL HOLDINGS INC 0.0%
Value $11,102 Shares 307 Est. Cost $104.31 Unrealized
LCID LUCID GROUP INC 0.0%
Value $1,546 Shares 231 Est. Cost $18.98 Unrealized
SHG SHINHAN FINANCIAL GROUP CO L 0.0%
Value $21,189 Shares 335 Est. Cost $50.37 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value $22,473 Shares 467 Est. Cost $42.59 Unrealized
SPTM SPDR SERIES TRUST 0.0%
Value $4,994 Shares 55 Est. Cost $82.51 Unrealized
OIH VANECK ETF TRUST 0.0%
Value $7,441 Shares 20 Est. Cost $345.05 Unrealized
USMV ISHARES TR 0.0%
Value $16,454 Shares 171 Est. Cost $74.33 Unrealized
INVH INVITATION HOMES INC 0.0%
Value $3,287 Shares 109 Est. Cost $32.60 Unrealized
SMFG SUMITOMO MITSUI FIN GRP INC 0.0%
Value $3,750 Shares 159 Est. Cost $16.74 Unrealized
ECON COLUMBIA ETF TR II 0.0%
Value $2,900 Shares 80 Est. Cost $20.05 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.0%
Value $7,745 Shares 212 Est. Cost $33.42 Unrealized
DLS WISDOMTREE TR 0.0%
Value $20,529 Shares 245 Est. Cost $57.54 Unrealized
OKLO OKLO INC 0.0%
Value $10,466 Shares 200 Est. Cost $80.32 Unrealized
NI NISOURCE INC 0.0%
Value $28,958 Shares 609 Est. Cost $31.38 Unrealized
FNV FRANCO NEV CORP 0.0%
Value $2,919 Shares 14 Est. Cost $180.19 Unrealized
QXO QXO INC 0.0%
Value $4,320 Shares 250 Est. Cost $20.71 Unrealized
ARR ARMOUR RESIDENTIAL REIT INC 0.0%
Value $12,041 Shares 690 Est. Cost $19.23 Unrealized
TTE TOTALENERGIES SE 0.0%
Value $3,033 Shares 39 Est. Cost $63.23 Unrealized
DIVO AMPLIFY ETF TR 0.0%
Value $26,552 Shares 581 Est. Cost $40.56 Unrealized
BWXT BWX TECHNOLOGIES INC 0.0%
Value $9,538 Shares 49 Est. Cost $202.99 Unrealized
THNQ EXCHANGE TRADED CONCEPTS TRU 0.0%
Value $1,369 Shares 15 Est. Cost $61.04 Unrealized
SLYV SPDR SERIES TRUST 0.0%
Value $3,492 Shares 32 Est. Cost $82.97 Unrealized
LTC LTC PPTYS INC 0.0%
Value $11,420 Shares 297 Est. Cost $34.79 Unrealized
BALL BALL CORP 0.0%
Value $8,612 Shares 138 Est. Cost $53.70 Unrealized
CMF ISHARES TR 0.0%
Value $33,432 Shares 580 Est. Cost $56.88 Unrealized
UHAL U HAUL HOLDING COMPANY 0.0%
Value $1,636 Shares 25 Est. Cost $58.94 Unrealized
DFIP DIMENSIONAL ETF TRUST 0.0%
Value $38,986 Shares 945 Est. Cost $42.11 Unrealized
TRTX TPG RE FIN TR INC 0.0%
Value $6,537 Shares 781 Est. Cost $8.61 Unrealized
AU ANGLOGOLD ASHANTI PLC 0.0%
Value $2,104 Shares 26 Est. Cost $54.92 Unrealized
ZTO ZTO EXPRESS CAYMAN INC 0.0%
Value $3,335 Shares 149 Est. Cost $19.20 Unrealized
WF WOORI FINL GROUP INC 0.0%
Value $2,583 Shares 45 Est. Cost $56.16 Unrealized
VRSN VERISIGN INC 0.0%
Value $32,200 Shares 128 Est. Cost $186.70 Unrealized
TECK TECK RESOURCES LTD 0.0%
Value $3,152 Shares 53 Est. Cost $36.34 Unrealized
COWZ PACER FDS TR 0.0%
Value $90,966 Shares 1,462 Est. Cost $54.76 Unrealized
KWEB KRANESHARES TRUST 0.0%
Value $2,447 Shares 100 Est. Cost $28.43 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value $52,901 Shares 679 Est. Cost $76.82 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value $2,022 Shares 18 Est. Cost $97.71 Unrealized
CLBT CELLEBRITE DI LTD 0.0%
Value $5,840 Shares 400 Est. Cost $15.71 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value $92,140 Shares 1,593 Est. Cost $68.67 Unrealized
PDYN PALLADYNE AI CORP 0.0%
Value $189K Shares 31,150 Est. Cost $6.66 Unrealized
ALHC ALIGNMENT HEALTHCARE INC 0.0%
Value $1,191 Shares 50 Est. Cost $11.69 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value $10,581 Shares 571 Est. Cost $20.15 Unrealized
MINT PIMCO ETF TR 0.0%
Value $128K Shares 1,270 Est. Cost $100.10 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value $31,201 Shares 529 Est. Cost $59.93 Unrealized
SCHO SCHWAB STRATEGIC TR 0.0%
Value $53,326 Shares 2,209 Est. Cost $24.37 Unrealized
DGRW WISDOMTREE TR 0.0%
Value $3,443 Shares 36 Est. Cost $79.53 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.0%
Value $5,323 Shares 57 Est. Cost $68.61 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value $11,161 Shares 149 Est. Cost $70.88 Unrealized
CVE CENOVUS ENERGY INC 0.0%
Value $3,722 Shares 150 Est. Cost $15.61 Unrealized
BF/B BROWN FORMAN CORP 0.0%
Value $27,595 Shares 1,034 Est. Cost $28.60 Unrealized
IEI ISHARES TR 0.0%
Value $507K Shares 4,319 Est. Cost $119.50 Unrealized
ADGM ADAGIO MED HLDGS INC 0.0%
Value $326 Shares 500 Est. Cost $1.19 Unrealized
FER FERROVIAL NV 0.0%
Value $4,803 Shares 70 Est. Cost $53.87 Unrealized
CDE COEUR MNG INC 0.0%
Value $1,632 Shares 100 Est. Cost $6.48 Unrealized
BIPC BROOKFIELD INFRASTRUCTURE CO 0.0%
Value $9,125 Shares 237 Est. Cost $40.13 Unrealized
TPYP TORTOISE CAPITAL SERIES TRUS 0.0%
Value $23,523 Shares 561 Est. Cost $35.73 Unrealized
MAIN MAIN STR CAP CORP 0.0%
Value $11,362 Shares 219 Est. Cost $48.29 Unrealized
HEFA ISHARES TR 0.0%
Value $2,488 Shares 53 Est. Cost $37.96 Unrealized
GOP TIDAL TRUST I 0.0%
Value $1,436 Shares 32 Est. Cost $30.59 Unrealized
NANC TIDAL TRUST I 0.0%
Value $1,367 Shares 27 Est. Cost $36.00 Unrealized
FEZ SPDR INDEX SHS FDS 0.0%
Value $2,198 Shares 32 Est. Cost $53.25 Unrealized
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value $1,350 Shares 52 Est. Cost $30.00 Unrealized
CTRI CENTURI HOLDINGS INC 0.0%
Value $6,048 Shares 200 Est. Cost $22.36 Unrealized
IXUS ISHARES TR 0.0%
Value $1,813 Shares 19 Est. Cost $67.97 Unrealized
BBDC BARINGS BDC INC 0.0%
Value $5,368 Shares 630 Est. Cost $7.30 Unrealized
GBDC GOLUB CAP BDC INC 0.0%
Value $10,691 Shares 830 Est. Cost $13.59 Unrealized
IGV ISHARES TR 0.0%
Value $1,541 Shares 17 Est. Cost $88.99 Unrealized
GTLB GITLAB INC 0.0%
Value $611 Shares 20 Est. Cost $60.96 Unrealized
SJM SMUCKER J M CO 0.0%
Value $1,238 Shares 11 Est. Cost $107.22 Unrealized
TWST TWIST BIOSCIENCE CORP 0.0%
Value $309 Shares 3 Est. Cost $34.55 Unrealized
U UNITY SOFTWARE INC 0.0%
Value $686 Shares 24 Est. Cost $32.68 Unrealized
MAA MID-AMER APT CMNTYS INC 0.0%
Value $1,251 Shares 9 Est. Cost $152.40 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $480 Shares 5 Est. Cost $90.78 Unrealized
XIFR XPLR INFRASTRUCTURE LP 0.0%
Value $1,418 Shares 120 Est. Cost $8.68 Unrealized
VSNT VERSANT MEDIA GROUP INC 0.0%
Value $5,078 Shares 141 Est. Cost $32.14 Unrealized
ONON ON HLDG AG 0.0%
Value $3,542 Shares 100 Est. Cost $26.46 Unrealized
VDC VANGUARD WORLD FD 0.0%
Value $33,824 Shares 150 Est. Cost $219.00 Unrealized
CCSO TIDAL TRUST II 0.0%
Value $1,651 Shares 59 Est. Cost $19.80 Unrealized
PSKY PARAMOUNT SKYDANCE CORP 0.0%
Value $1,521 Shares 154 Est. Cost $14.67 Unrealized
EVR EVERCORE INC 0.0%
Value $1,025 Shares 3 Est. Cost $253.26 Unrealized
SBAC SBA COMMUNICATIONS CORP 0.0%
Value $4,941 Shares 28 Est. Cost $215.49 Unrealized
SCI SERVICE CORP INTL 0.0%
Value $1,368 Shares 18 Est. Cost $78.07 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value $14,436 Shares 755 Est. Cost $18.28 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value $1,655 Shares 8 Est. Cost $169.94 Unrealized
GRAB GRAB HOLDINGS LIMITED 0.0%
Value $3,770 Shares 1,000 Est. Cost $5.31 Unrealized
LAES SEALSQ CORP 0.0%
Value $630 Shares 200 Est. Cost $5.10 Unrealized
NICE NICE LTD 0.0%
Value $455 Shares 5 Est. Cost $260.71 Unrealized
EG EVEREST GROUP LTD 0.0%
Value $1,072 Shares 3 Est. Cost $343.73 Unrealized
OGN ORGANON & CO 0.0%
Value $163 Shares 12 Est. Cost $27.70 Unrealized
ALC ALCON AG 0.0%
Value $739 Shares 11 Est. Cost $84.18 Unrealized
FCEL FUELCELL ENERGY INC 0.0%
Value $109 Shares 3 Est. Cost $9.91 Unrealized
DJT TRUMP MEDIA & TECHNOLOGY GRO 0.0%
Value $418 Shares 54 Est. Cost $41.92 Unrealized
HRL HORMEL FOODS CORP 0.0%
Value $869 Shares 35 Est. Cost $29.46 Unrealized
BLDP BALLARD PWR SYS INC NEW 0.0%
Value $195 Shares 50 Est. Cost $1.56 Unrealized
ACWV ISHARES INC 0.0%
Value $12,023 Shares 100 Est. Cost $90.00 Unrealized
IUSB ISHARES TR 0.0%
Value $22,752 Shares 493 Est. Cost $46.32 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value $22,998 Shares 291 Est. Cost $77.18 Unrealized
ACHR ARCHER AVIATION INC 0.0%
Value $710 Shares 150 Est. Cost $9.36 Unrealized
CWD CALIBERCOS INC 0.0%
Value $80 Shares 121 Est. Cost $5.27 Unrealized
ITT ITT INC 0.0%
Value $1,583 Shares 8 Est. Cost $124.02 Unrealized
SPYD SPDR SERIES TRUST 0.0%
Value $1,008 Shares 21 Est. Cost $40.95 Unrealized
NNE NANO NUCLEAR ENERGY INC 0.0%
Value $1,586 Shares 75 Est. Cost $27.55 Unrealized
FOXA FOX CORP 0.0%
Value $418 Shares 8 Est. Cost $67.20 Unrealized
HAUZ DBX ETF TR 0.0%
Value $6,054 Shares 270 Est. Cost $22.87 Unrealized
EVTV ENVIROTECH VEHICLES INC 0.0%
Value $2,499 Shares 1,470 Est. Cost $2.05 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value $827 Shares 35 Est. Cost $29.87 Unrealized
ZM ZOOM COMMUNICATIONS INC 0.0%
Value $518 Shares 6 Est. Cost $66.65 Unrealized
PIMCO CORPORATE & INCOME OPP 0.0%
Value $10,226 Shares 850 Est. Cost $15.29 Unrealized
APAM ARTISAN PARTNERS ASSET MGMT 0.0%
Value $449 Shares 13 Est. Cost $42.14 Unrealized
TLH ISHARES TR 0.0%
Value $6,021 Shares 60 Est. Cost $102.51 Unrealized
LDUR PIMCO ETF TR 0.0%
Value $9,561 Shares 100 Est. Cost $95.83 Unrealized
XAUG FIRST TR EXCHNG TRADED FD VI 0.0%
Value $391 Shares 10 Est. Cost $37.50 Unrealized
SHM SPDR SERIES TRUST 0.0%
Value $6,380 Shares 133 Est. Cost $47.83 Unrealized
WYNN WYNN RESORTS LTD 0.0%
Value $389 Shares 4 Est. Cost $77.49 Unrealized
OPENW OPENDOOR TECHNOLOGIES INC 0.0%
Value $75 Shares 150 Est. Cost $0.90 Unrealized
XEL XCEL ENERGY INC 0.0%
Value $729 Shares 9 Est. Cost $77.17 Unrealized
DT DYNATRACE INC 0.0%
Value $88 Shares 2 Est. Cost $51.12 Unrealized
SPAB SPDR SERIES TRUST 0.0%
Value $3,190 Shares 125 Est. Cost $25.75 Unrealized
CIM CHIMERA INVT CORP 0.0%
Value $214 Shares 16 Est. Cost $14.00 Unrealized
DNN DENISON MINES CORP 0.0%
Value $86 Shares 28 Est. Cost $2.72 Unrealized
SUSC ISHARES TR 0.0%
Value $20,374 Shares 880 Est. Cost $22.20 Unrealized
CG CARLYLE GROUP INC 0.0%
Value $85 Shares 2 Est. Cost $40.14 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value $1,167 Shares 26 Est. Cost $44.46 Unrealized
KOSS KOSS CORP 0.0%
Value $81 Shares 20 Est. Cost $8.15 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.0%
Value $3,139 Shares 69 Est. Cost $46.04 Unrealized
SCHI SCHWAB STRATEGIC TR 0.0%
Value $4,347 Shares 192 Est. Cost $22.76 Unrealized
EWW ISHARES INC 0.0%
Value $15,054 Shares 200 Est. Cost $45.00 Unrealized
CPRX CATALYST PHARMACEUTICALS INC 0.0%
Value $32 Shares 1 Est. Cost $23.61 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value $824 Shares 17 Est. Cost $48.33 Unrealized
AMRN AMARIN CORP PLC 0.0%
Value $80 Shares 5 Est. Cost $16.40 Unrealized
STNE STONECO LTD 0.0%
Value $22 Shares 2 Est. Cost $16.50 Unrealized
OPENL OPENDOOR TECHNOLOGIES INC 0.0%
Value $43 Shares 150 Est. Cost $0.53 Unrealized
CRNC CERENCE INC 0.0%
Value $12 Shares 1 Est. Cost $8.80 Unrealized
BOND PIMCO ETF TR 0.0%
Value $6,086 Shares 66 Est. Cost $92.19 Unrealized
ARI APOLLO COML REAL ESTATE FIN 0.0%
Value $460 Shares 43 Est. Cost $10.58 Unrealized
SM SM ENERGY COMPANY 0.0%
Value $28 Shares 1 Est. Cost $26.40 Unrealized
SOBO SOUTH BOW CORP 0.0%
Value $71 Shares 2 Est. Cost $27.16 Unrealized
FUBO FUBOTV INC 0.0%
Value $83 Shares 9 Est. Cost $9.56 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.0%
Value $994 Shares 18 Est. Cost $56.17 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 0.0%
Value $385 Shares 8 Est. Cost $47.38 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value $569 Shares 7 Est. Cost $81.54 Unrealized
FWDI FORWARD INDUSTRIES INC 0.0%
Value $47 Shares 11 Est. Cost $4.45 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value $18 Shares 1 Est. Cost $13.57 Unrealized
CORP PIMCO ETF TR 0.0%
Value $2,229 Shares 23 Est. Cost $97.35 Unrealized
IGIB ISHARES TR 0.0%
Value $798 Shares 15 Est. Cost $53.33 Unrealized
AEO AMERICAN EAGLE OUTFITTERS IN 0.0%
Value $52 Shares 3 Est. Cost $17.39 Unrealized
WWR WESTWATER RES INC 0.0%
Value $1 Shares 1 Est. Cost $1.24 Unrealized
OPENZ OPENDOOR TECHNOLOGIES INC 0.0%
Value $36 Shares 150 Est. Cost $0.40 Unrealized
OPK OPKO HEALTH INC 0.0%
Value $2 Shares 1 Est. Cost $1.37 Unrealized
TPG TPG INC 0.0%
Value $203 Shares 5 Est. Cost $59.12 Unrealized
RUN SUNRUN INC 0.0%
Value $41 Shares 3 Est. Cost $19.17 Unrealized