Location: Lugano, Switzerland
CIK: 0001737871 · Show all filings
Period: Q1 2025 (← Previous) (Next →)
Filing Date: Apr 28, 2025
Total Value: $147M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 42,509 | $23.78M | 16.2% | $389.93 | — | TR UNIT | 78462F103 |
| GLD | SPDR GOLD TR | 27,265 | $7.856M | 5.3% | $167.62 | — | GOLD SHS | 78463V107 |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 191,256 | $6.407M | 4.4% | $35.85 | — | SMID RISNG ETF | 33741X102 |
| SUSB | ISHARES TR | 238,952 | $5.971M | 4.1% | $24.07 | — | ESG AWRE 1 5 YR | 46435G243 |
| SUSA | ISHARES TR | 47,846 | $5.496M | 3.7% | $107.79 | — | MSCI USA ESG SLC | 464288802 |
| IGIB | ISHARES TR | 88,818 | $4.665M | 3.2% | $52.14 | — | ISHS 5-10YR INVT | 464288638 |
| CIBR | FIRST TR EXCHANGE TRADED FD | 72,413 | $4.562M | 3.1% | $43.03 | — | NASDAQ CYB ETF | 33734X846 |
| VWOB | VANGUARD WHITEHALL FDS | 70,955 | $4.555M | 3.1% | $63.89 | — | EM MK GOV BD ETF | 921946885 |
| TLH | ISHARES TR | 41,667 | $4.323M | 2.9% | $100.11 | — | 10-20 YR TRS ETF | 464288653 |
| VGIT | VANGUARD SCOTTSDALE FDS | 67,219 | $3.993M | 2.7% | $59.37 | — | INTER TERM TREAS | 92206C706 |
| VCSH | VANGUARD SCOTTSDALE FDS | 49,563 | $3.913M | 2.7% | $77.64 | — | SHRT TRM CORP BD | 92206C409 |
| QLTA | ISHARES TR | 81,746 | $3.885M | 2.6% | $51.27 | — | A RATE CP BD ETF | 46429B291 |
| FTLS | FIRST TR EXCH TRADED FD III | 57,787 | $3.703M | 2.5% | $54.88 | — | LNG/SHT EQUITY | 33739P103 |
| IBDU | ISHARES TR | 143,973 | $3.33M | 2.3% | $22.94 | — | IBONDS DEC 29 | 46436E205 |
| SJNK | SPDR SER TR | 114,910 | $2.891M | 2.0% | $26.73 | — | BLOOMBERG SHT TE | 78468R408 |
| FEZ | SPDR INDEX SHS FDS | 51,809 | $2.819M | 1.9% | $42.07 | — | EURO STOXX 50 | 78463X202 |
| QAI | NEW YORK LIFE INVESTMENTS ET | 89,744 | $2.81M | 1.9% | $31.06 | — | NYLI HEDGE MULTI | 45409B107 |
| IEF | ISHARES TR | 28,863 | $2.753M | 1.9% | $94.71 | — | 7-10 YR TRSY BD | 464287440 |
| SHV | ISHARES TR | 22,442 | $2.479M | 1.7% | $110.11 | — | SHORT TREAS BD | 464288679 |
| MSFT | MICROSOFT CORP | 6,161 | $2.313M | 1.6% | $251.47 | +61.1% | COM | 594918104 |
| AMZN | AMAZON COM INC | 12,038 | $2.29M | 1.6% | $130.68 | +66.1% | COM | 023135106 |
| IBDT | ISHARES TR | 88,071 | $2.225M | 1.5% | $24.98 | — | IBDS DEC28 ETF | 46435U515 |
| QQQ | INVESCO QQQ TR | 4,599 | $2.157M | 1.5% | $370.68 | — | UNIT SER 1 | 46090E103 |
| SHY | ISHARES TR | 24,771 | $2.049M | 1.4% | $84.80 | — | 1 3 YR TREAS BD | 464287457 |
| NUMG | NUSHARES ETF TR | 46,520 | $1.997M | 1.4% | $39.57 | — | NUVEEN ESG MIDCP | 67092P409 |
| VCIT | VANGUARD SCOTTSDALE FDS | 21,809 | $1.783M | 1.2% | $84.26 | — | INT-TERM CORP | 92206C870 |
| SUSC | ISHARES TR | 74,278 | $1.713M | 1.2% | $22.72 | — | ESG AWRE USD ETF | 46435G193 |
| EFA | ISHARES TR | 19,578 | $1.6M | 1.1% | $67.55 | — | MSCI EAFE ETF | 464287465 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | 109,285 | $1.49M | 1.0% | $13.46 | — | OPTIMUM YIELD | 46090F100 |
| IBDV | ISHARES TR | 56,773 | $1.233M | 0.8% | $21.88 | — | IBONDS DEC 2030 | 46436E726 |
| CWB | SPDR SER TR | 13,981 | $1.071M | 0.7% | $67.43 | — | BBG CONV SEC ETF | 78464A359 |
| EMB | ISHARES TR | 11,768 | $1.066M | 0.7% | $107.65 | — | JPMORGAN USD EMG | 464288281 |
| EWL | ISHARES INC | 19,246 | $997K | 0.7% | $48.29 | — | MSCI SWITZERLAND | 464286749 |
| — | GLOBAL X FDS | 119,626 | $982K | 0.7% | $12.37 | — | RENEWABLE ENERGY | 37954Y707 |
| AAPL | APPLE INC | 4,215 | $936K | 0.6% | $177.44 | +30.1% | COM | 037833100 |
| PSP | INVESCO EXCHANGE TRADED FD T | 13,752 | $881K | 0.6% | $54.61 | — | GBL LISTED PVT | 46137V118 |
| VGT | VANGUARD WORLD FD | 1,350 | $732K | 0.5% | $524.34 | — | INF TECH ETF | 92204A702 |
| VHT | VANGUARD WORLD FD | 2,550 | $675K | 0.5% | $270.52 | — | HEALTH CAR ETF | 92204A504 |
| VCLT | VANGUARD SCOTTSDALE FDS | 7,574 | $575K | 0.4% | $87.07 | — | LG-TERM COR BD | 92206C813 |
| EWU | ISHARES TR | 13,769 | $516K | 0.4% | $32.96 | — | MSCI UK ETF NEW | 46435G334 |
| GOOG | ALPHABET INC | 2,980 | $466K | 0.3% | $114.89 | +58.8% | CAP STK CL C | 02079K107 |
| PIO | INVESCO EXCH TRADED FD TR II | 11,497 | $461K | 0.3% | $29.02 | — | GLOBAL WATER | 46138E651 |
| XLI | SELECT SECTOR SPDR TR | 3,500 | $459K | 0.3% | $110.08 | — | INDL | 81369Y704 |
| FPEI | FIRST TR EXCH TRADED FD III | 24,000 | $449K | 0.3% | $20.42 | — | INSTL PFD SECS | 33739P855 |
| BIV | VANGUARD BD INDEX FDS | 5,406 | $414K | 0.3% | $76.38 | — | INTERMED TERM | 921937819 |
| CAT | CATERPILLAR INC | 1,250 | $412K | 0.3% | $291.61 | +20.7% | COM | 149123101 |
| XLE | SELECT SECTOR SPDR TR | 4,018 | $375K | 0.3% | $90.81 | — | ENERGY | 81369Y506 |
| XLF | SELECT SECTOR SPDR TR | 7,300 | $364K | 0.2% | $37.60 | — | FINANCIAL | 81369Y605 |
| V | VISA INC | 990 | $347K | 0.2% | $248.15 | +35.5% | COM CL A | 92826C839 |
| ABT | ABBOTT LABS | 2,525 | $335K | 0.2% | $104.89 | +19.6% | COM | 002824100 |
| KKR | KKR & CO INC | 2,850 | $329K | 0.2% | $70.84 | +93.2% | COM | 48251W104 |
| XLP | SELECT SECTOR SPDR TR | 4,000 | $327K | 0.2% | $75.91 | — | SBI CONS STPLS | 81369Y308 |
| RSP | INVESCO EXCHANGE TRADED FD T | 1,878 | $325K | 0.2% | $177.41 | — | S&P500 EQL WGT | 46137V357 |
| JPM | JPMORGAN CHASE & CO. | 1,300 | $319K | 0.2% | $130.73 | +91.9% | COM | 46625H100 |
| HEWJ | ISHARES TR | 7,352 | $308K | 0.2% | $34.52 | — | HDG MSCI JAPAN | 46434V886 |
| DBMF | LITMAN GREGORY FDS TR | 11,620 | $294K | 0.2% | $29.23 | — | IMGP DBI MANAGED | 53700T827 |
| BGRN | ISHARES TR | 5,959 | $282K | 0.2% | $54.60 | — | USD GRN BOND ETF | 46435U440 |
| BX | BLACKSTONE INC | 2,000 | $280K | 0.2% | $80.16 | +97.3% | COM | 09260D107 |
| IVE | ISHARES TR | 1,400 | $267K | 0.2% | $186.81 | — | S&P 500 VAL ETF | 464287408 |
| ABBV | ABBVIE INC | 1,240 | $260K | 0.2% | $135.99 | +39.3% | COM | 00287Y109 |
| GOOGL | ALPHABET INC | 1,669 | $258K | 0.2% | $155.53 | +16.2% | CAP STK CL A | 02079K305 |
| XLY | SELECT SECTOR SPDR TR | 1,300 | $257K | 0.2% | $182.83 | — | SBI CONS DISCR | 81369Y407 |
| KO | COCA COLA CO | 3,480 | $249K | 0.2% | $59.21 | +9.7% | COM | 191216100 |
| GDX | VANECK ETF TRUST | 5,332 | $245K | 0.2% | $35.80 | — | GOLD MINERS ETF | 92189F106 |
| ITA | ISHARES TR | 1,437 | $220K | 0.1% | $137.67 | — | US AER DEF ETF | 464288760 |
| DIA | SPDR DOW JONES INDL AVERAGE | 500 | $210K | 0.1% | $397.76 | — | UT SER 1 | 78467X109 |
| BWZ | SPDR SER TR | 7,987 | $210K | 0.1% | $28.06 | — | BLOOMBERG SHORT | 78464A334 |
| VO | VANGUARD INDEX FDS | 800 | $207K | 0.1% | $235.01 | — | MID CAP ETF | 922908629 |
| VYM | VANGUARD WHITEHALL FDS | 1,555 | $201K | 0.1% | $112.98 | — | HIGH DIV YLD | 921946406 |
| EMXC | ISHARES INC | 3,547 | $195K | 0.1% | $55.41 | — | MSCI EMRG CHN | 46434G764 |
| BND | VANGUARD BD INDEX FDS | 2,622 | $193K | 0.1% | $78.31 | — | TOTAL BND MRKT | 921937835 |
| BKNG | BOOKING HOLDINGS INC | 40 | $184K | 0.1% | $3880.13 | +22.4% | COM | 09857L108 |
| HON | HONEYWELL INTL INC | 832 | $176K | 0.1% | $175.56 | +13.0% | COM | 438516106 |
| ED | CONSOLIDATED EDISON INC | 1,580 | $175K | 0.1% | $85.71 | +11.1% | COM | 209115104 |
| GHYG | ISHARES INC | 3,847 | $171K | 0.1% | $46.37 | — | US INTL HGH YLD | 464286178 |
| XLK | SELECT SECTOR SPDR TR | 813 | $168K | 0.1% | $163.93 | — | TECHNOLOGY | 81369Y803 |
| ZTS | ZOETIS INC | 1,000 | $165K | 0.1% | $168.74 | -2.5% | CL A | 98978V103 |
| MA | MASTERCARD INCORPORATED | 297 | $163K | 0.1% | $451.27 | +20.1% | CL A | 57636Q104 |
| EA | ELECTRONIC ARTS INC | 1,125 | $163K | 0.1% | $141.64 | -5.1% | COM | 285512109 |
| RMD | RESMED INC | 717 | $161K | 0.1% | $221.63 | +4.5% | COM | 761152107 |
| MCD | MCDONALDS CORP | 500 | $156K | 0.1% | $271.83 | +7.8% | COM | 580135101 |
| MDLZ | MONDELEZ INTL INC | 2,300 | $156K | 0.1% | $68.54 | -12.8% | CL A | 609207105 |
| IBB | ISHARES TR | 1,200 | $153K | 0.1% | $137.22 | — | ISHARES BIOTECH | 464287556 |
| YUM | YUM BRANDS INC | 970 | $153K | 0.1% | $128.82 | +10.0% | COM | 988498101 |
| IXJ | ISHARES TR | 1,660 | $151K | 0.1% | $90.13 | — | GLOB HLTHCRE ETF | 464287325 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | 3,270 | $149K | 0.1% | $46.21 | — | SENIOR LN FD | 33738D309 |
| BNDX | VANGUARD CHARLOTTE FDS | 3,053 | $149K | 0.1% | $56.07 | — | TOTAL INT BD ETF | 92203J407 |
| IVV | ISHARES TR | 257 | $144K | 0.1% | $429.43 | — | CORE S&P500 ETF | 464287200 |
| EBND | SPDR SER TR | 7,185 | $144K | 0.1% | $20.84 | — | BLOOMBERG EMERGI | 78464A391 |
| META | META PLATFORMS INC | 245 | $141K | 0.1% | $416.57 | +54.4% | CL A | 30303M102 |
| AZN | ASTRAZENECA PLC | 1,900 | $140K | 0.1% | $68.31 | — | SPONSORED ADR | 046353108 |
| BAC | BANK AMERICA CORP | 3,212 | $134K | 0.1% | $35.19 | +24.0% | COM | 060505104 |
| SDG | ISHARES TR | 1,810 | $131K | 0.1% | $66.53 | — | MSCI GBL SUS DEV | 46435G532 |
| IAGG | ISHARES TR | 2,550 | $127K | 0.1% | $49.92 | — | CORE INTL AGGR | 46435G672 |
| LLY | ELI LILLY & CO | 154 | $127K | 0.1% | $581.38 | +42.2% | COM | 532457108 |
| MO | ALTRIA GROUP INC | 2,100 | $126K | 0.1% | $42.81 | +19.2% | COM | 02209S103 |
| QCOM | QUALCOMM INC | 810 | $124K | 0.1% | $126.44 | +26.3% | COM | 747525103 |
| IEFA | ISHARES TR | 1,628 | $123K | 0.1% | $70.41 | — | CORE MSCI EAFE | 46432F842 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 1,835 | $120K | 0.1% | $63.17 | — | SHS REP COM UT | 389637109 |
| MMM | 3M CO | 800 | $117K | 0.1% | $102.80 | +40.6% | COM | 88579Y101 |
| NVDA | NVIDIA CORPORATION | 1,010 | $109K | 0.1% | $108.80 | +16.5% | COM | 67066G104 |
| PGX | INVESCO EXCH TRADED FD TR II | 9,530 | $107K | 0.1% | $11.28 | — | PFD ETF | 46138E511 |
| TSLA | TESLA INC | 401 | $104K | 0.1% | $243.63 | +36.8% | COM | 88160R101 |
| AJG | GALLAGHER ARTHUR J & CO | 291 | $100K | 0.1% | $242.76 | +29.1% | COM | 363576109 |
| ADSK | AUTODESK INC | 383 | $100K | 0.1% | $227.13 | +25.2% | COM | 052769106 |
| C | CITIGROUP INC | 1,400 | $99,386 | 0.1% | $52.53 | +41.9% | COM NEW | 172967424 |
| IEI | ISHARES TR | 835 | $98,643 | 0.1% | $119.61 | — | 3 7 YR TREAS BD | 464288661 |
| EMNT | PIMCO ETF TR | 961 | $94,899 | 0.1% | $99.07 | — | ENHANCD SHORT | 72201R643 |
| EW | EDWARDS LIFESCIENCES CORP | 1,300 | $94,224 | 0.1% | $84.27 | -15.1% | COM | 28176E108 |
| VZ | VERIZON COMMUNICATIONS INC | 1,914 | $86,819 | 0.1% | $35.77 | +10.7% | COM | 92343V104 |
| BLV | VANGUARD BD INDEX FDS | 1,230 | $86,617 | 0.1% | $74.66 | — | LONG TERM BOND | 921937793 |
| EWG | ISHARES INC | 2,223 | $82,429 | 0.1% | $26.94 | — | MSCI GERMANY ETF | 464286806 |
| AEP | AMERICAN ELEC PWR CO INC | 747 | $81,625 | 0.1% | $77.95 | +26.3% | COM | 025537101 |
| PFF | ISHARES TR | 2,644 | $81,250 | 0.1% | $33.83 | — | PFD AND INCM SEC | 464288687 |
| VTWO | VANGUARD SCOTTSDALE FDS | 1,000 | $80,650 | 0.1% | $75.62 | — | VNG RUS2000IDX | 92206C664 |
| CI | THE CIGNA GROUP | 240 | $78,960 | 0.1% | $295.68 | 0.0% | COM | 125523100 |
| PBW | INVESCO EXCHANGE TRADED FD T | 5,000 | $78,700 | 0.1% | $56.80 | — | WILDERHIL CLAN | 46137V134 |
| ISHG | ISHARES TR | 1,100 | $77,418 | 0.1% | $67.37 | — | 3YRTB ETF | 464288125 |
| XLC | SELECT SECTOR SPDR TR | 801 | $77,256 | 0.1% | $65.57 | — | COMMUNICATION | 81369Y852 |
| CVS | CVS HEALTH CORP | 1,140 | $77,235 | 0.1% | $60.75 | -4.6% | COM | 126650100 |
| PM | PHILIP MORRIS INTL INC | 460 | $73,016 | 0.0% | $136.99 | 0.0% | COM | 718172109 |
| MRK | MERCK & CO INC | 788 | $70,731 | 0.0% | $114.14 | -21.0% | COM | 58933Y105 |
| BIL | SPDR SER TR | 650 | $59,625 | 0.0% | $91.81 | — | BLOOMBERG 1-3 MO | 78468R663 |
| SHYG | ISHARES TR | 1,400 | $59,528 | 0.0% | $42.61 | — | 0-5YR HI YL CP | 46434V407 |
| XOM | EXXON MOBIL CORP | 478 | $56,849 | 0.0% | $101.43 | +5.7% | COM | 30231G102 |
| CARR | CARRIER GLOBAL CORPORATION | 890 | $56,426 | 0.0% | $51.04 | +28.9% | COM | 14448C104 |
| PEP | PEPSICO INC | 363 | $54,428 | 0.0% | $160.32 | -10.5% | COM | 713448108 |
| COIN | COINBASE GLOBAL INC | 308 | $53,047 | 0.0% | $200.30 | +20.9% | COM CL A | 19260Q107 |
| OIH | VANECK ETF TRUST | 200 | $52,424 | 0.0% | $316.18 | — | OIL SERVICES ETF | 92189H607 |
| VRP | INVESCO EXCH TRADED FD TR II | 2,140 | $51,874 | 0.0% | $25.13 | — | VAR RATE PFD | 46138G870 |
| AVGO | BROADCOM INC | 305 | $51,066 | 0.0% | $161.70 | +29.8% | COM | 11135F101 |
| BBH | VANECK ETF TRUST | 310 | $48,772 | 0.0% | $166.33 | — | BIOTECH ETF | 92189F726 |
| HEDJ | WISDOMTREE TR | 1,022 | $48,525 | 0.0% | $51.22 | — | EUROPE HEDGED EQ | 97717X701 |
| BKLN | INVESCO EXCH TRADED FD TR II | 2,260 | $46,782 | 0.0% | $20.70 | — | SR LN ETF | 46138G508 |
| CRM | SALESFORCE INC | 172 | $46,158 | 0.0% | $272.91 | +13.2% | COM | 79466L302 |
| — | TOTALENERGIES SE | 700 | $45,283 | 0.0% | $64.76 | — | SPONSORED ADS | 89151E109 |
| MAR | MARRIOTT INTL INC NEW | 182 | $43,352 | 0.0% | $194.07 | +38.8% | CL A | 571903202 |
| EWJ | ISHARES INC | 524 | $35,925 | 0.0% | $68.24 | — | MSCI JPN ETF NEW | 46434G822 |
| IEMG | ISHARES INC | 660 | $35,620 | 0.0% | $50.58 | — | CORE MSCI EMKT | 46434G103 |
| LEN | LENNAR CORP | 309 | $35,467 | 0.0% | $148.96 | -17.4% | CL A | 526057104 |
| DXJ | WISDOMTREE TR | 320 | $35,258 | 0.0% | $53.96 | — | JAPN HEDGE EQT | 97717W851 |
| BABA | ALIBABA GROUP HLDG LTD | 265 | $35,041 | 0.0% | $132.23 | — | SPONSORED ADS | 01609W102 |
| DE | DEERE & CO | 74 | $34,732 | 0.0% | $371.74 | +24.1% | COM | 244199105 |
| PG | PROCTER AND GAMBLE CO | 200 | $34,084 | 0.0% | $165.73 | -1.1% | COM | 742718109 |
| SPYD | SPDR SER TR | 760 | $33,638 | 0.0% | $31.67 | — | PRTFLO S&P500 HI | 78468R788 |
| — | UNITED STATES STL CORP NEW | 735 | $31,061 | 0.0% | $42.26 | — | COM | 912909108 |
| HBAN | HUNTINGTON BANCSHARES INC | 2,060 | $30,921 | 0.0% | $15.53 | 0.0% | COM | 446150104 |
| CSCO | CISCO SYS INC | 500 | $30,855 | 0.0% | $45.50 | +32.1% | COM | 17275R102 |
| INTC | INTEL CORP | 1,310 | $29,750 | 0.0% | $21.88 | 0.0% | COM | 458140100 |
| ISRG | INTUITIVE SURGICAL INC | 60 | $29,716 | 0.0% | $553.02 | 0.0% | COM NEW | 46120E602 |
| T | AT&T INC | 1,000 | $28,280 | 0.0% | $16.16 | +50.7% | COM | 00206R102 |
| ACWX | ISHARES TR | 499 | $27,670 | 0.0% | $47.37 | — | MSCI ACWI EX US | 464288240 |
| SKYY | FIRST TR EXCHANGE TRADED FD | 270 | $27,602 | 0.0% | $119.12 | — | CLOUD COMPUTING | 33734X192 |
| WFC | WELLS FARGO CO NEW | 377 | $27,065 | 0.0% | $54.87 | +34.3% | COM | 949746101 |
| FTNT | FORTINET INC | 265 | $25,509 | 0.0% | $85.16 | +19.1% | COM | 34959E109 |
| HACK | AMPLIFY ETF TR | 355 | $25,489 | 0.0% | $74.49 | — | AMPLIFY CYBERSEC | 032108664 |
| NKE | NIKE INC | 400 | $25,392 | 0.0% | $82.76 | -12.9% | CL B | 654106103 |
| PFE | PFIZER INC | 1,000 | $25,340 | 0.0% | $28.99 | -14.8% | COM | 717081103 |
| CVX | CHEVRON CORP NEW | 150 | $25,094 | 0.0% | $147.49 | +2.0% | COM | 166764100 |
| IWM | ISHARES TR | 123 | $24,537 | 0.0% | $220.96 | — | RUSSELL 2000 ETF | 464287655 |
| NOW | SERVICENOW INC | 30 | $23,884 | 0.0% | $202.58 | -4.9% | COM | 81762P102 |
| ECL | ECOLAB INC | 87 | $22,056 | 0.0% | $177.30 | +40.8% | COM | 278865100 |
| ADBE | ADOBE INC | 55 | $21,094 | 0.0% | $495.13 | -13.4% | COM | 00724F101 |
| HYG | ISHARES TR | 239 | $18,855 | 0.0% | $84.96 | — | IBOXX HI YD ETF | 464288513 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | 360 | $18,540 | 0.0% | $56.26 | — | ROBO GLB ETF | 301505707 |
| LULU | LULULEMON ATHLETICA INC | 63 | $17,833 | 0.0% | $326.48 | +12.4% | COM | 550021109 |
| KLAC | KLA CORP | 26 | $17,675 | 0.0% | $669.07 | +6.8% | COM NEW | 482480100 |
| BOTZ | GLOBAL X FDS | 620 | $17,645 | 0.0% | $31.95 | — | RBTCS ARTFL INTE | 37954Y715 |
| GLW | CORNING INC | 345 | $15,794 | 0.0% | $31.05 | +56.4% | COM | 219350105 |
| IBIT | ISHARES BITCOIN TRUST ETF | 320 | $14,979 | 0.0% | $46.81 | — | SHS BEN INT | 46438F101 |
| ASHR | DBX ETF TR | 550 | $14,614 | 0.0% | $28.59 | — | XTRACK HRVST CSI | 233051879 |
| APH | AMPHENOL CORP NEW | 220 | $14,430 | 0.0% | $63.44 | +6.8% | CL A | 032095101 |
| ADI | ANALOG DEVICES INC | 70 | $14,117 | 0.0% | $212.91 | 0.0% | COM | 032654105 |
| NFLX | NETFLIX INC | 15 | $13,988 | 0.0% | $75.99 | +25.1% | COM | 64110L106 |
| AMD | ADVANCED MICRO DEVICES INC | 135 | $13,870 | 0.0% | $111.19 | 0.0% | COM | 007903107 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | 365 | $13,319 | 0.0% | $41.87 | — | SHS NEW | 389930207 |
| HUM | HUMANA INC | 45 | $11,907 | 0.0% | $334.69 | -20.3% | COM | 444859102 |
| NVO | NOVO-NORDISK A S | 170 | $11,805 | 0.0% | $69.44 | — | ADR | 670100205 |
| EBAY | EBAY INC. | 165 | $11,175 | 0.0% | $62.40 | +5.3% | COM | 278642103 |
| TLT | ISHARES TR | 120 | $10,924 | 0.0% | $91.78 | — | 20 YR TR BD ETF | 464287432 |
| MCK | MCKESSON CORP | 15 | $10,095 | 0.0% | $615.89 | 0.0% | COM | 58155Q103 |
| URA | GLOBAL X FDS | 435 | $9,970 | 0.0% | $22.99 | — | GLOBAL X URANIUM | 37954Y871 |
| VEEV | VEEVA SYS INC | 40 | $9,265 | 0.0% | $228.51 | 0.0% | CL A COM | 922475108 |
| WEC | WEC ENERGY GROUP INC | 85 | $9,263 | 0.0% | $84.61 | +17.3% | COM | 92939U106 |
| HSY | HERSHEY CO | 50 | $8,552 | 0.0% | $159.26 | 0.0% | COM | 427866108 |
| QS | QUANTUMSCAPE CORP | 2,000 | $8,320 | 0.0% | $6.30 | -21.5% | COM CL A | 74767V109 |
| REGN | REGENERON PHARMACEUTICALS | 12 | $7,611 | 0.0% | $684.44 | 0.0% | COM | 75886F107 |
| NEE | NEXTERA ENERGY INC | 100 | $7,089 | 0.0% | $74.86 | -8.3% | COM | 65339F101 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 10 | $5,326 | 0.0% | $303.21 | +60.3% | CL B NEW | 084670702 |
| SLB | SCHLUMBERGER LTD | 80 | $3,344 | 0.0% | $40.82 | -2.3% | COM STK | 806857108 |
| MRP | MILLROSE PPTYS INC | 84 | $2,227 | 0.0% | $26.51 | — | COM CL A | 601137102 |