ISLAY CAPITAL MANAGEMENT, LLC Diversified Active

CIK: 0001738560 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 8, 2022

Total Value ($000): $95,984 (100.0% shares, 0.0% debt)

Holdings (285)

SCHD SCHWAB STRATEGIC TR 10.2%
Value ($000) $9,747 Shares 136,077 Est. Cost $63.78 Unrealized
SCHO SCHWAB STRATEGIC TR 8.6%
Value ($000) $8,266 Shares 168,039 Est. Cost $50.83 Unrealized
SPSM SPDR SER TR 4.6%
Value ($000) $4,424 Shares 122,961 Est. Cost $41.56 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 4.6%
Value ($000) $4,410 Shares 18,660 Est. Cost $244.53 Unrealized
SCHB SCHWAB STRATEGIC TR 3.9%
Value ($000) $3,736 Shares 84,555 Est. Cost $67.30 Unrealized
SPTL SPDR SER TR 3.3%
Value ($000) $3,146 Shares 95,144 Est. Cost $42.82 Unrealized
MSFT MICROSOFT CORP 3.1%
Value ($000) $2,966 Shares 11,549 Est. Cost $140.85 Unrealized +87.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.6%
Value ($000) $2,465 Shares 9,030 Est. Cost $239.77 Unrealized +30.8%
AAPL APPLE INC 2.5%
Value ($000) $2,369 Shares 17,328 Est. Cost $100.72 Unrealized +47.6%
DGRO ISHARES TR 1.9%
Value ($000) $1,780 Shares 37,368 Est. Cost $46.10 Unrealized
FLTB FIDELITY MERRIMACK STR TR 1.6%
Value ($000) $1,513 Shares 31,073 Est. Cost $51.28 Unrealized
COP CONOCOPHILLIPS 1.5%
Value ($000) $1,456 Shares 16,209 Est. Cost $32.09 Unrealized +180.2%
IVOL KRANESHARES TR 1.4%
Value ($000) $1,321 Shares 52,131 Est. Cost $28.03 Unrealized
NUVEEN S&P 500 BUY-WRITE INC 1.3%
Value ($000) $1,293 Shares 104,561 Est. Cost $13.40 Unrealized
IJR ISHARES TR 1.3%
Value ($000) $1,252 Shares 13,547 Est. Cost $104.00 Unrealized
LMT LOCKHEED MARTIN CORP 1.3%
Value ($000) $1,234 Shares 2,871 Est. Cost $316.33 Unrealized +25.8%
CORP PIMCO ETF TR 1.3%
Value ($000) $1,217 Shares 12,632 Est. Cost $110.86 Unrealized
DVY ISHARES TR 1.2%
Value ($000) $1,194 Shares 10,146 Est. Cost $105.64 Unrealized
SO SOUTHERN CO 1.2%
Value ($000) $1,106 Shares 15,505 Est. Cost $50.07 Unrealized +28.4%
IVV ISHARES TR 1.1%
Value ($000) $1,071 Shares 2,825 Est. Cost $351.30 Unrealized
ACI ALBERTSONS COS INC 1.0%
Value ($000) $1,002 Shares 37,518 Est. Cost $10.56 Unrealized +97.8%
SCHE SCHWAB STRATEGIC TR 1.0%
Value ($000) $989 Shares 38,979 Est. Cost $29.08 Unrealized
ONEQ FIDELITY COMWLTH TR 1.0%
Value ($000) $983 Shares 22,780 Est. Cost $65.57 Unrealized
BNDX VANGUARD CHARLOTTE FDS 1.0%
Value ($000) $979 Shares 19,753 Est. Cost $58.00 Unrealized
GOOGL ALPHABET INC 1.0%
Value ($000) $968 Shares 444 Est. Cost $78.11 Unrealized +49.6%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $955 Shares 11,156 Est. Cost $45.49 Unrealized +74.9%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $893 Shares 5,033 Est. Cost $144.27 Unrealized +10.9%
SCHG SCHWAB STRATEGIC TR 0.9%
Value ($000) $847 Shares 14,598 Est. Cost $84.42 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.8%
Value ($000) $803 Shares 3,324 Est. Cost $168.73 Unrealized +32.5%
CFG CITIZENS FINL GROUP INC 0.8%
Value ($000) $741 Shares 20,767 Est. Cost $33.57 Unrealized 0.0%
AMZN AMAZON COM INC 0.8%
Value ($000) $731 Shares 6,880 Est. Cost $123.73 Unrealized +1.1%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $723 Shares 1,408 Est. Cost $267.70 Unrealized +76.0%
DOW DOW INC 0.7%
Value ($000) $684 Shares 13,245 Est. Cost $48.23 Unrealized +7.4%
CMCSA COMCAST CORP NEW 0.7%
Value ($000) $678 Shares 17,269 Est. Cost $38.50 Unrealized -0.4%
CATH GLOBAL X FDS 0.7%
Value ($000) $646 Shares 14,067 Est. Cost $49.25 Unrealized
ACN ACCENTURE PLC IRELAND 0.7%
Value ($000) $641 Shares 2,307 Est. Cost $278.85 Unrealized +2.1%
PSX PHILLIPS 66 0.7%
Value ($000) $629 Shares 7,670 Est. Cost $49.06 Unrealized +65.0%
COR AMERISOURCEBERGEN CORP 0.7%
Value ($000) $624 Shares 4,414 Est. Cost $95.79 Unrealized +54.2%
CASY CASEYS GEN STORES INC 0.6%
Value ($000) $613 Shares 3,315 Est. Cost $186.07 Unrealized +5.8%
AMLP ALPS ETF TR 0.6%
Value ($000) $611 Shares 17,722 Est. Cost $30.38 Unrealized
HEARTLAND FINL USA INC 0.6%
Value ($000) $604 Shares 14,543 Est. Cost $49.74 Unrealized
MPC MARATHON PETE CORP 0.6%
Value ($000) $579 Shares 7,045 Est. Cost $52.86 Unrealized +63.2%
FTNT FORTINET INC 0.6%
Value ($000) $547 Shares 9,660 Est. Cost $51.99 Unrealized +14.2%
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $519 Shares 1,644 Est. Cost $351.01 Unrealized -3.9%
PHYS SPROTT PHYSICAL GOLD TR 0.5%
Value ($000) $512 Shares 36,086 Est. Cost $12.93 Unrealized
CI CIGNA CORP NEW 0.5%
Value ($000) $480 Shares 1,821 Est. Cost $167.60 Unrealized +44.0%
TLT ISHARES TR 0.5%
Value ($000) $478 Shares 4,158 Est. Cost $152.46 Unrealized
TFC TRUIST FINL CORP 0.5%
Value ($000) $447 Shares 9,426 Est. Cost $40.78 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $381 Shares 3,964 Est. Cost $55.53 Unrealized +59.4%
DEM WISDOMTREE TR 0.4%
Value ($000) $366 Shares 9,882 Est. Cost $44.16 Unrealized
TSCO TRACTOR SUPPLY CO 0.4%
Value ($000) $358 Shares 1,845 Est. Cost $27.55 Unrealized +38.4%
PSLV SPROTT PHYSICAL SILVER TR 0.4%
Value ($000) $346 Shares 50,124 Est. Cost $7.40 Unrealized
PIMCO ENERGY & TACTICAL CR O 0.4%
Value ($000) $336 Shares 26,180 Est. Cost $11.38 Unrealized
GNRC GENERAC HLDGS INC 0.4%
Value ($000) $336 Shares 1,594 Est. Cost $299.98 Unrealized -18.0%
IEMG ISHARES INC 0.3%
Value ($000) $323 Shares 6,576 Est. Cost $49.15 Unrealized
COLD AMERICOLD REALTY TRUST INC 0.3%
Value ($000) $297 Shares 9,900 Est. Cost $30.00 Unrealized
THO THOR INDS INC 0.3%
Value ($000) $289 Shares 3,862 Est. Cost $79.06 Unrealized -9.4%
PRU PRUDENTIAL FINL INC 0.3%
Value ($000) $288 Shares 3,013 Est. Cost $69.47 Unrealized +27.4%
MMM 3M CO 0.3%
Value ($000) $280 Shares 2,165 Est. Cost $105.18 Unrealized +0.0%
CVS CVS HEALTH CORP 0.3%
Value ($000) $250 Shares 2,696 Est. Cost $52.77 Unrealized +62.8%
SBR SABINE RTY TR 0.3%
Value ($000) $244 Shares 4,000 Est. Cost $35.38 Unrealized
EMR EMERSON ELEC CO 0.3%
Value ($000) $242 Shares 3,041 Est. Cost $82.38 Unrealized -0.6%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $227 Shares 4,482 Est. Cost $42.16 Unrealized -4.9%
FCOR FIDELITY MERRIMACK STR TR 0.2%
Value ($000) $225 Shares 4,851 Est. Cost $55.54 Unrealized
TXN TEXAS INSTRS INC 0.2%
Value ($000) $214 Shares 1,396 Est. Cost $144.11 Unrealized +4.8%
CCRN CROSS CTRY HEALTHCARE INC 0.2%
Value ($000) $209 Shares 10,054 Est. Cost $20.82 Unrealized -10.0%
MCK MCKESSON CORP 0.2%
Value ($000) $203 Shares 621 Est. Cost $270.40 Unrealized +16.2%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $193 Shares 1,270 Est. Cost $16.53 Unrealized +14.0%
CNC CENTENE CORP DEL 0.2%
Value ($000) $189 Shares 2,238 Est. Cost $83.06 Unrealized 0.0%
APO APOLLO GLOBAL MGMT INC 0.2%
Value ($000) $187 Shares 3,860 Est. Cost $61.02 Unrealized -16.7%
UIS UNISYS CORP 0.2%
Value ($000) $185 Shares 15,350 Est. Cost $14.10 Unrealized 0.0%
ARW ARROW ELECTRS INC 0.2%
Value ($000) $182 Shares 1,626 Est. Cost $103.13 Unrealized +13.2%
GPI GROUP 1 AUTOMOTIVE INC 0.2%
Value ($000) $182 Shares 1,069 Est. Cost $177.89 Unrealized -2.1%
WGO WINNEBAGO INDS INC 0.2%
Value ($000) $182 Shares 3,758 Est. Cost $57.02 Unrealized -9.4%
DIS DISNEY WALT CO 0.2%
Value ($000) $180 Shares 1,912 Est. Cost $127.84 Unrealized -15.2%
ABG ASBURY AUTOMOTIVE GROUP INC 0.2%
Value ($000) $179 Shares 1,056 Est. Cost $174.62 Unrealized -0.8%
CVI CVR ENERGY INC 0.2%
Value ($000) $178 Shares 5,328 Est. Cost $22.94 Unrealized 0.0%
WHD CACTUS INC 0.2%
Value ($000) $174 Shares 4,325 Est. Cost $21.68 Unrealized +131.9%
MUSA MURPHY USA INC 0.2%
Value ($000) $172 Shares 738 Est. Cost $231.74 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.2%
Value ($000) $171 Shares 3,698 Est. Cost $43.54 Unrealized 0.0%
JBL JABIL INC 0.2%
Value ($000) $169 Shares 3,302 Est. Cost $59.65 Unrealized -4.0%
BXC BLUELINX HLDGS INC 0.2%
Value ($000) $168 Shares 2,509 Est. Cost $56.75 Unrealized +32.4%
PAG PENSKE AUTOMOTIVE GRP INC 0.2%
Value ($000) $168 Shares 1,605 Est. Cost $107.21 Unrealized 0.0%
SIG SIGNET JEWELERS LIMITED 0.2%
Value ($000) $167 Shares 3,121 Est. Cost $62.31 Unrealized 0.0%
STC STEWART INFORMATION SVCS COR 0.2%
Value ($000) $167 Shares 3,348 Est. Cost $53.65 Unrealized 0.0%
XPO XPO LOGISTICS INC 0.2%
Value ($000) $167 Shares 3,476 Est. Cost $31.81 Unrealized 0.0%
LAD LITHIA MTRS INC 0.2%
Value ($000) $164 Shares 595 Est. Cost $312.17 Unrealized -6.6%
BCC BOISE CASCADE CO DEL 0.2%
Value ($000) $162 Shares 2,724 Est. Cost $46.07 Unrealized +33.2%
SNX TD SYNNEX CORPORATION 0.2%
Value ($000) $161 Shares 1,764 Est. Cost $99.79 Unrealized -5.5%
PBF PBF ENERGY INC 0.2%
Value ($000) $161 Shares 5,539 Est. Cost $31.28 Unrealized 0.0%
PATK PATRICK INDS INC 0.2%
Value ($000) $158 Shares 3,044 Est. Cost $36.67 Unrealized 0.0%
MHO M/I HOMES INC 0.2%
Value ($000) $157 Shares 3,951 Est. Cost $43.45 Unrealized 0.0%
AES AES CORP 0.2%
Value ($000) $153 Shares 7,288 Est. Cost $15.37 Unrealized +22.5%
PAA PLAINS ALL AMERN PIPELINE L 0.2%
Value ($000) $150 Shares 15,300 Est. Cost $7.79 Unrealized
VLO VALERO ENERGY CORP 0.2%
Value ($000) $150 Shares 1,412 Est. Cost $105.92 Unrealized 0.0%
CCS CENTURY CMNTYS INC 0.2%
Value ($000) $150 Shares 3,335 Est. Cost $57.39 Unrealized -16.6%
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $148 Shares 1,942 Est. Cost $81.42 Unrealized
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $148 Shares 307 Est. Cost $251.08 Unrealized +87.0%
M MACYS INC 0.2%
Value ($000) $147 Shares 8,022 Est. Cost $26.27 Unrealized -13.9%
CSTM CONSTELLIUM SE 0.2%
Value ($000) $145 Shares 10,955 Est. Cost $15.98 Unrealized 0.0%
WMT WALMART INC 0.1%
Value ($000) $143 Shares 1,174 Est. Cost $39.98 Unrealized +10.1%
BUNGE LIMITED 0.1%
Value ($000) $142 Shares 1,563 Est. Cost $90.85 Unrealized
V VISA INC 0.1%
Value ($000) $141 Shares 714 Est. Cost $190.94 Unrealized +5.3%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $136 Shares 3,480 Est. Cost $62.33 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $135 Shares 2,591 Est. Cost $44.60 Unrealized +18.0%
AN AUTONATION INC 0.1%
Value ($000) $132 Shares 1,178 Est. Cost $105.91 Unrealized +7.1%
RYZ RYERSON HLDG CORP 0.1%
Value ($000) $131 Shares 6,155 Est. Cost $31.34 Unrealized 0.0%
AMN AMN HEALTHCARE SVCS INC 0.1%
Value ($000) $127 Shares 1,158 Est. Cost $98.99 Unrealized 0.0%
ARCH RESOURCES INC 0.1%
Value ($000) $126 Shares 879 Est. Cost $143.34 Unrealized
INTU INTUIT 0.1%
Value ($000) $125 Shares 325 Est. Cost $340.23 Unrealized +18.9%
AMR ALPHA METALLURGICAL RESOUR I 0.1%
Value ($000) $118 Shares 915 Est. Cost $143.58 Unrealized 0.0%
MLI MUELLER INDS INC 0.1%
Value ($000) $116 Shares 2,174 Est. Cost $25.51 Unrealized +0.9%
DE DEERE & CO 0.1%
Value ($000) $114 Shares 380 Est. Cost $248.52 Unrealized +40.7%
DECK DECKERS OUTDOOR CORP 0.1%
Value ($000) $113 Shares 441 Est. Cost $43.64 Unrealized 0.0%
EQT EQT CORP 0.1%
Value ($000) $111 Shares 3,220 Est. Cost $39.03 Unrealized 0.0%
VIR VIR BIOTECHNOLOGY INC 0.1%
Value ($000) $110 Shares 4,302 Est. Cost $23.35 Unrealized 0.0%
CNM CORE & MAIN INC 0.1%
Value ($000) $109 Shares 4,901 Est. Cost $26.75 Unrealized -13.4%
IEFA ISHARES TR 0.1%
Value ($000) $108 Shares 1,838 Est. Cost $71.68 Unrealized
AZO AUTOZONE INC 0.1%
Value ($000) $107 Shares 50 Est. Cost $1132.68 Unrealized +81.6%
KO COCA COLA CO 0.1%
Value ($000) $106 Shares 1,696 Est. Cost $44.51 Unrealized +27.5%
PFE PFIZER INC 0.1%
Value ($000) $106 Shares 2,021 Est. Cost $26.68 Unrealized +57.4%
BTU PEABODY ENGR CORP 0.1%
Value ($000) $105 Shares 4,925 Est. Cost $23.60 Unrealized 0.0%
SOUTHWESTERN ENERGY CO 0.1%
Value ($000) $105 Shares 16,850 Est. Cost $7.15 Unrealized
ATKR ATKORE INC 0.1%
Value ($000) $103 Shares 1,243 Est. Cost $81.51 Unrealized +17.6%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $103 Shares 1,059 Est. Cost $97.86 Unrealized 0.0%
ENCORE WIRE CORP 0.1%
Value ($000) $102 Shares 979 Est. Cost $112.87 Unrealized
NUVEEN PFD & INCOME OPPORTUN 0.1%
Value ($000) $102 Shares 13,308 Est. Cost $8.47 Unrealized
QDEL QUIDELORTHO CORP 0.1%
Value ($000) $101 Shares 1,035 Est. Cost $101.94 Unrealized 0.0%
HOLX HOLOGIC INC 0.1%
Value ($000) $101 Shares 1,454 Est. Cost $74.24 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $101 Shares 899 Est. Cost $120.55 Unrealized -6.2%
DDS DILLARDS INC 0.1%
Value ($000) $101 Shares 459 Est. Cost $209.47 Unrealized +11.9%
WU WESTERN UN CO 0.1%
Value ($000) $100 Shares 6,059 Est. Cost $16.50 Unrealized
ACIW ACI WORLDWIDE INC 0.1%
Value ($000) $99 Shares 3,836 Est. Cost $26.88 Unrealized 0.0%
RANI RANI THERAPEUTICS HLDGS INC 0.1%
Value ($000) $99 Shares 9,611 Est. Cost $11.48 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $98 Shares 2,500 Est. Cost $39.36 Unrealized +1.5%
SKY SKYLINE CHAMPION CORPORATION 0.1%
Value ($000) $98 Shares 2,066 Est. Cost $51.57 Unrealized 0.0%
BLDR BUILDERS FIRSTSOURCE INC 0.1%
Value ($000) $97 Shares 1,807 Est. Cost $66.46 Unrealized -7.7%
CNX CNX RES CORP 0.1%
Value ($000) $96 Shares 5,831 Est. Cost $20.48 Unrealized 0.0%
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $96 Shares 1,448 Est. Cost $58.59 Unrealized +29.1%
NG NOVAGOLD RES INC 0.1%
Value ($000) $96 Shares 20,000 Est. Cost $6.92 Unrealized -9.7%
OVV OVINTIV INC 0.1%
Value ($000) $93 Shares 2,110 Est. Cost $51.54 Unrealized 0.0%
DVYE ISHARES INC 0.1%
Value ($000) $93 Shares 3,487 Est. Cost $39.33 Unrealized
MRNA MODERNA INC 0.1%
Value ($000) $92 Shares 643 Est. Cost $231.88 Unrealized -38.4%
VISTA OUTDOOR INC 0.1%
Value ($000) $92 Shares 3,280 Est. Cost $42.10 Unrealized
OMC OMNICOM GROUP INC 0.1%
Value ($000) $91 Shares 1,436 Est. Cost $58.76 Unrealized +10.9%
CHRD OASIS PETROLEUM INC 0.1%
Value ($000) $91 Shares 750 Est. Cost $100.49 Unrealized 0.0%
EBS EMERGENT BIOSOLUTIONS INC 0.1%
Value ($000) $91 Shares 2,942 Est. Cost $34.14 Unrealized 0.0%
BX BLACKSTONE INC 0.1%
Value ($000) $91 Shares 1,000 Est. Cost $42.09 Unrealized +128.3%
CUSHMAN WAKEFIELD PLC 0.1%
Value ($000) $90 Shares 5,890 Est. Cost $15.28 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $89 Shares 800 Est. Cost $101.15 Unrealized
RCUS ARCUS BIOSCIENCES INC 0.1%
Value ($000) $89 Shares 3,503 Est. Cost $24.49 Unrealized 0.0%
RRC RANGE RES CORP 0.1%
Value ($000) $89 Shares 3,588 Est. Cost $30.63 Unrealized 0.0%
GRAFTECH INTL LTD 0.1%
Value ($000) $87 Shares 12,242 Est. Cost $9.27 Unrealized
SGI TEMPUR SEALY INTL INC 0.1%
Value ($000) $87 Shares 4,064 Est. Cost $25.77 Unrealized 0.0%
BBY BEST BUY INC 0.1%
Value ($000) $87 Shares 1,329 Est. Cost $69.83 Unrealized 0.0%
WSM WILLIAMS SONOMA INC 0.1%
Value ($000) $86 Shares 779 Est. Cost $60.24 Unrealized 0.0%
NUE NUCOR CORP 0.1%
Value ($000) $85 Shares 813 Est. Cost $102.52 Unrealized +24.7%
GLD SPDR GOLD TR 0.1%
Value ($000) $84 Shares 500 Est. Cost $168.00 Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $80 Shares 135 Est. Cost $646.43 Unrealized 0.0%
JLL JONES LANG LASALLE INC 0.1%
Value ($000) $79 Shares 450 Est. Cost $199.33 Unrealized 0.0%
TYL TYLER TECHNOLOGIES INC 0.1%
Value ($000) $78 Shares 235 Est. Cost $291.54 Unrealized +25.7%
CROX CROCS INC 0.1%
Value ($000) $77 Shares 1,580 Est. Cost $114.08 Unrealized -46.8%
GOOG ALPHABET INC 0.1%
Value ($000) $77 Shares 35 Est. Cost $64.88 Unrealized +80.7%
PARAMOUNT GLOBAL 0.1%
Value ($000) $74 Shares 3,004 Est. Cost $24.63 Unrealized
REMX VANECK ETF TRUST 0.1%
Value ($000) $74 Shares 850 Est. Cost $69.34 Unrealized
SONO SONOS INC 0.1%
Value ($000) $72 Shares 4,013 Est. Cost $22.42 Unrealized 0.0%
PROSHARES TR 0.1%
Value ($000) $71 Shares 4,300 Est. Cost $16.51 Unrealized
BARRICK GOLD CORP 0.1%
Value ($000) $71 Shares 4,000 Est. Cost $18.50 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $70 Shares 450 Est. Cost $97.32 Unrealized +55.9%
PAAS PAN AMERN SILVER CORP 0.1%
Value ($000) $69 Shares 3,500 Est. Cost $18.52 Unrealized +29.4%
LITE LUMENTUM HLDGS INC 0.1%
Value ($000) $68 Shares 852 Est. Cost $83.85 Unrealized +1.9%
BBWI BATH & BODY WORKS INC 0.1%
Value ($000) $68 Shares 2,528 Est. Cost $39.33 Unrealized 0.0%
KR KROGER CO 0.1%
Value ($000) $67 Shares 1,408 Est. Cost $25.94 Unrealized +89.7%
COHEN & STEERS REIT & PFD & 0.1%
Value ($000) $64 Shares 3,000 Est. Cost $23.73 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $62 Shares 1,479 Est. Cost $30.73 Unrealized +25.1%
VSCO VICTORIAS SECRET AND CO 0.1%
Value ($000) $62 Shares 2,203 Est. Cost $43.31 Unrealized 0.0%
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $57 Shares 340 Est. Cost $167.13 Unrealized +24.5%
IFLN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $56 Shares 3,301 Est. Cost $19.24 Unrealized
TGB TASEKO MINES LTD 0.1%
Value ($000) $54 Shares 50,000 Est. Cost $0.42 Unrealized +304.1%
ABBV ABBVIE INC 0.1%
Value ($000) $54 Shares 350 Est. Cost $64.69 Unrealized +107.3%
ABT ABBOTT LABS 0.1%
Value ($000) $54 Shares 500 Est. Cost $81.94 Unrealized +29.5%
OEF ISHARES TR 0.1%
Value ($000) $53 Shares 310 Est. Cost $143.91 Unrealized
YAMANA GOLD INC 0.1%
Value ($000) $51 Shares 11,000 Est. Cost $4.02 Unrealized
CBRE GBL REAL ESTATE INC FD 0.1%
Value ($000) $49 Shares 6,700 Est. Cost $7.31 Unrealized
OSK OSHKOSH CORP 0.0%
Value ($000) $47 Shares 573 Est. Cost $72.88 Unrealized +17.8%
QCOM QUALCOMM INC 0.0%
Value ($000) $45 Shares 355 Est. Cost $118.79 Unrealized +5.2%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $45 Shares 720 Est. Cost $50.00 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $43 Shares 900 Est. Cost $54.20 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $42 Shares 101 Est. Cost $428.68 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $42 Shares 987 Est. Cost $26.09 Unrealized +35.1%
IHE ISHARES TR 0.0%
Value ($000) $40 Shares 210 Est. Cost $133.33 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $39 Shares 1,200 Est. Cost $38.69 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $39 Shares 1,169 Est. Cost $112.17 Unrealized -62.1%
EMB ISHARES TR 0.0%
Value ($000) $36 Shares 417 Est. Cost $109.30 Unrealized
APA APA CORPORATION 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $16.01 Unrealized +135.5%
S SENTINELONE INC 0.0%
Value ($000) $35 Shares 1,500 Est. Cost $38.81 Unrealized -27.7%
PPL PPL CORP 0.0%
Value ($000) $34 Shares 1,262 Est. Cost $25.30 Unrealized -0.0%
USIG ISHARES TR 0.0%
Value ($000) $34 Shares 674 Est. Cost $58.33 Unrealized
CLEARBRIDGE ENERGY MIDSTRM O 0.0%
Value ($000) $33 Shares 1,400 Est. Cost $10.57 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $33 Shares 89 Est. Cost $451.87 Unrealized -9.9%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $32 Shares 227 Est. Cost $97.99 Unrealized +19.9%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $28 Shares 250 Est. Cost $103.43 Unrealized +4.0%
ORCL ORACLE CORP 0.0%
Value ($000) $28 Shares 400 Est. Cost $48.98 Unrealized +42.6%
LIVENT CORP 0.0%
Value ($000) $26 Shares 1,125 Est. Cost $6.04 Unrealized
GLW CORNING INC 0.0%
Value ($000) $24 Shares 775 Est. Cost $34.93 Unrealized -11.1%
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $24 Shares 504 Est. Cost $52.90 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $23 Shares 300 Est. Cost $39.09 Unrealized +85.3%
NFLX NETFLIX INC 0.0%
Value ($000) $22 Shares 124 Est. Cost $29.65 Unrealized -25.2%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $21 Shares 100 Est. Cost $125.00 Unrealized +62.0%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $21 Shares 111 Est. Cost $189.19 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $20 Shares 400 Est. Cost $53.85 Unrealized
KRE SPDR SER TR 0.0%
Value ($000) $20 Shares 350 Est. Cost $65.71 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $19 Shares 350 Est. Cost $47.22 Unrealized +40.8%
HPK HIGHPEAK ENERGY INC 0.0%
Value ($000) $17 Shares 650 Est. Cost $28.07 Unrealized 0.0%
BRCC BRC INC 0.0%
Value ($000) $16 Shares 2,000 Est. Cost $15.70 Unrealized -12.4%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $16 Shares 173 Est. Cost $91.78 Unrealized
SVB FINANCIAL GROUP 0.0%
Value ($000) $16 Shares 40 Est. Cost $242.65 Unrealized
VALE VALE S A 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $17.00 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $14 Shares 145 Est. Cost $85.74 Unrealized +18.7%
BROS DUTCH BROS INC 0.0%
Value ($000) $14 Shares 440 Est. Cost $49.23 Unrealized -16.7%
IDXX IDEXX LABS INC 0.0%
Value ($000) $14 Shares 40 Est. Cost $369.71 Unrealized +10.3%
SYK STRYKER CORPORATION 0.0%
Value ($000) $14 Shares 70 Est. Cost $194.19 Unrealized +16.3%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $14 Shares 50 Est. Cost $333.72 Unrealized -4.0%
LLY LILLY ELI & CO 0.0%
Value ($000) $13 Shares 40 Est. Cost $243.85 Unrealized +19.3%
HTH HILLTOP HOLDINGS INC 0.0%
Value ($000) $13 Shares 500 Est. Cost $24.42 Unrealized +16.7%
HYG ISHARES TR 0.0%
Value ($000) $12 Shares 159 Est. Cost $86.18 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $12 Shares 150 Est. Cost $46.67 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $12 Shares 50 Est. Cost $198.87 Unrealized +10.1%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $12 Shares 70 Est. Cost $82.30 Unrealized +120.1%
ABNB AIRBNB INC 0.0%
Value ($000) $12 Shares 140 Est. Cost $184.30 Unrealized -29.4%
WMB WILLIAMS COS INC 0.0%
Value ($000) $12 Shares 400 Est. Cost $22.75 Unrealized +28.4%
TWITTER INC 0.0%
Value ($000) $11 Shares 300 Est. Cost $31.11 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $10 Shares 130 Est. Cost $55.25 Unrealized +11.9%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $10 Shares 255 Est. Cost $39.07 Unrealized +4.2%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $10 Shares 1,024 Est. Cost $10.06 Unrealized
SFM SPROUTS FMRS MKT INC 0.0%
Value ($000) $10 Shares 400 Est. Cost $23.18 Unrealized +19.8%
ORION ACQUISITION CORP 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $10.00 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $82.54 Unrealized +3.5%
ROKU ROKU INC 0.0%
Value ($000) $9 Shares 115 Est. Cost $137.43 Unrealized -29.5%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $9 Shares 75 Est. Cost $120.00 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $9 Shares 68 Est. Cost $266.89 Unrealized -40.6%
CSCO CISCO SYS INC 0.0%
Value ($000) $9 Shares 200 Est. Cost $37.01 Unrealized +15.7%
GDXJ VANECK ETF TRUST 0.0%
Value ($000) $8 Shares 250 Est. Cost $34.30 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $8 Shares 200 Est. Cost $88.79 Unrealized
SBNY SIGNATURE BK NEW YORK N Y 0.0%
Value ($000) $7 Shares 40 Est. Cost $87.50 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $7 Shares 360 Est. Cost $22.10 Unrealized
T AT&T INC 0.0%
Value ($000) $6 Shares 300 Est. Cost $18.26 Unrealized -10.7%
LQD ISHARES TR 0.0%
Value ($000) $6 Shares 57 Est. Cost $145.01 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $6 Shares 125 Est. Cost $42.88 Unrealized +18.7%
MDT MEDTRONIC PLC 0.0%
Value ($000) $6 Shares 65 Est. Cost $102.03 Unrealized -11.4%
RGLD ROYAL GOLD INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $117.93 Unrealized +4.8%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.48 Unrealized +0.5%
SLVP ISHARES INC 0.0%
Value ($000) $5 Shares 550 Est. Cost $10.91 Unrealized
EDIT EDITAS MEDICINE INC 0.0%
Value ($000) $4 Shares 300 Est. Cost $36.94 Unrealized -63.7%
XYZ BLOCK INC 0.0%
Value ($000) $4 Shares 70 Est. Cost $63.90 Unrealized +43.0%
F FORD MTR CO DEL 0.0%
Value ($000) $4 Shares 400 Est. Cost $10.55 Unrealized 0.0%
FFIN FIRST FINL BANKSHARES INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $37.79 Unrealized 0.0%
VLRS CONTROLADORA VUELA COMP DE A 0.0%
Value ($000) $4 Shares 350 Est. Cost $11.43 Unrealized
UNFI UNITED NAT FOODS INC 0.0%
Value ($000) $4 Shares 106 Est. Cost $37.21 Unrealized +12.9%
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $53.75 Unrealized +37.0%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $4 Shares 97 Est. Cost $51.27 Unrealized -22.0%
GDX VANECK ETF TRUST 0.0%
Value ($000) $3 Shares 100 Est. Cost $36.09 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $3 Shares 10 Est. Cost $400.00 Unrealized
IMCV ISHARES TR 0.0%
Value ($000) $2 Shares 30 Est. Cost $126.79 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $2 Shares 42 Est. Cost $40.82 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $2 Shares 14 Est. Cost $125.23 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $29.67 Unrealized -10.5%
CRON CRONOS GROUP INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $7.65 Unrealized -59.3%
BA BOEING CO 0.0%
Value ($000) $1 Shares 10 Est. Cost $192.54 Unrealized -23.4%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $1 Shares 72 Est. Cost $18.55 Unrealized 0.0%
LYFT LYFT INC 0.0%
Value ($000) $1 Shares 80 Est. Cost $43.84 Unrealized -46.8%
AMC ENTMT HLDGS INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $40.00 Unrealized
23ANDME HOLDING CO 0.0%
Value ($000) $1 Shares 600 Est. Cost $8.33 Unrealized
SABR SABRE CORP 0.0%
Value ($000) $1 Shares 200 Est. Cost $7.09 Unrealized +17.8%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 24 Est. Cost $13.33 Unrealized -30.3%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $33.45 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 14 Est. Cost $21.59 Unrealized -46.1%
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 60 Est. Cost $6.62 Unrealized +2.2%
HAL HALLIBURTON CO 0.0%
Value ($000) $0 Shares 6 Est. Cost $34.51 Unrealized 0.0%
COOK TRAEGER INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $16.73 Unrealized -66.7%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $0 Shares 9 Est. Cost $14.08 Unrealized 0.0%
HEXO CORP 0.0%
Value ($000) $0 Shares 500 Est. Cost $6.00 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $0 Shares 3 Est. Cost $189.49 Unrealized -32.8%
TOKE CAMBRIA ETF TR 0.0%
Value ($000) $0 Shares 20 Est. Cost $23.26 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $79.58 Unrealized +79.3%