ISLAY CAPITAL MANAGEMENT, LLC Diversified Active

CIK: 0001738560 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 21, 2022

Total Value ($000): $84,192 (100.0% shares, 0.0% debt)

Holdings (254)

SCHD SCHWAB STRATEGIC TR 8.0%
Value ($000) $6,709 Shares 100,997 Est. Cost $63.78 Unrealized
SCHO SCHWAB STRATEGIC TR 5.0%
Value ($000) $4,214 Shares 87,309 Est. Cost $50.83 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 4.5%
Value ($000) $3,755 Shares 16,583 Est. Cost $244.53 Unrealized
SPSM SPDR SER TR 4.0%
Value ($000) $3,347 Shares 98,258 Est. Cost $41.56 Unrealized
CORP PIMCO ETF TR 3.9%
Value ($000) $3,313 Shares 36,320 Est. Cost $98.05 Unrealized
SCHB SCHWAB STRATEGIC TR 3.7%
Value ($000) $3,104 Shares 73,926 Est. Cost $67.30 Unrealized
MSFT MICROSOFT CORP 2.8%
Value ($000) $2,399 Shares 10,299 Est. Cost $140.85 Unrealized +82.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.8%
Value ($000) $2,372 Shares 8,882 Est. Cost $239.77 Unrealized +18.7%
AAPL APPLE INC 2.7%
Value ($000) $2,254 Shares 16,311 Est. Cost $100.72 Unrealized +53.2%
SPTL SPDR SER TR 2.5%
Value ($000) $2,063 Shares 69,605 Est. Cost $42.82 Unrealized
BNDX VANGUARD CHARLOTTE FDS 2.4%
Value ($000) $1,992 Shares 41,733 Est. Cost $52.59 Unrealized
IFLN INVESCO EXCH TRADED FD TR II 2.3%
Value ($000) $1,939 Shares 118,021 Est. Cost $16.51 Unrealized
DGRO ISHARES TR 1.9%
Value ($000) $1,567 Shares 35,230 Est. Cost $46.10 Unrealized
COP CONOCOPHILLIPS 1.8%
Value ($000) $1,500 Shares 14,659 Est. Cost $32.09 Unrealized +174.7%
FCOR FIDELITY MERRIMACK STR TR 1.3%
Value ($000) $1,109 Shares 25,318 Est. Cost $46.05 Unrealized
IVV ISHARES TR 1.3%
Value ($000) $1,101 Shares 3,069 Est. Cost $351.89 Unrealized
LMT LOCKHEED MARTIN CORP 1.3%
Value ($000) $1,063 Shares 2,752 Est. Cost $316.33 Unrealized +20.4%
SO SOUTHERN CO 1.2%
Value ($000) $1,042 Shares 15,330 Est. Cost $50.07 Unrealized +33.7%
DVY ISHARES TR 1.2%
Value ($000) $1,000 Shares 9,325 Est. Cost $105.64 Unrealized
XOM EXXON MOBIL CORP 1.1%
Value ($000) $966 Shares 11,062 Est. Cost $45.49 Unrealized +78.8%
NUVEEN S&P 500 BUY-WRITE INC 1.1%
Value ($000) $922 Shares 77,647 Est. Cost $13.40 Unrealized
ONEQ FIDELITY COMWLTH TR 1.1%
Value ($000) $919 Shares 22,178 Est. Cost $65.57 Unrealized
IJR ISHARES TR 1.0%
Value ($000) $880 Shares 10,094 Est. Cost $104.00 Unrealized
GOOGL ALPHABET INC 1.0%
Value ($000) $849 Shares 8,880 Est. Cost $108.46 Unrealized +1.5%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $822 Shares 5,033 Est. Cost $144.27 Unrealized +6.0%
SCHG SCHWAB STRATEGIC TR 0.9%
Value ($000) $733 Shares 13,138 Est. Cost $84.42 Unrealized
HYG ISHARES TR 0.9%
Value ($000) $730 Shares 10,227 Est. Cost $71.61 Unrealized
CFG CITIZENS FINL GROUP INC 0.8%
Value ($000) $714 Shares 20,767 Est. Cost $33.57 Unrealized -5.3%
AMZN AMAZON COM INC 0.8%
Value ($000) $710 Shares 6,280 Est. Cost $123.73 Unrealized +2.2%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $694 Shares 1,373 Est. Cost $267.70 Unrealized +84.9%
LHX L3HARRIS TECHNOLOGIES INC 0.8%
Value ($000) $691 Shares 3,324 Est. Cost $168.73 Unrealized +27.2%
MPC MARATHON PETE CORP 0.8%
Value ($000) $691 Shares 6,957 Est. Cost $52.86 Unrealized +64.4%
FLTB FIDELITY MERRIMACK STR TR 0.8%
Value ($000) $663 Shares 13,924 Est. Cost $51.28 Unrealized
ACI ALBERTSONS COS INC 0.8%
Value ($000) $655 Shares 26,340 Est. Cost $10.56 Unrealized +77.2%
CASY CASEYS GEN STORES INC 0.8%
Value ($000) $644 Shares 3,180 Est. Cost $186.07 Unrealized +9.2%
IVOL KRANESHARES TR 0.8%
Value ($000) $637 Shares 28,735 Est. Cost $28.03 Unrealized
HEARTLAND FINL USA INC 0.7%
Value ($000) $631 Shares 14,543 Est. Cost $49.74 Unrealized
AMLP ALPS ETF TR 0.7%
Value ($000) $620 Shares 16,972 Est. Cost $30.38 Unrealized
PSX PHILLIPS 66 0.7%
Value ($000) $619 Shares 7,670 Est. Cost $49.06 Unrealized +53.7%
COR AMERISOURCEBERGEN CORP 0.7%
Value ($000) $597 Shares 4,414 Est. Cost $95.79 Unrealized +45.2%
ACN ACCENTURE PLC IRELAND 0.7%
Value ($000) $594 Shares 2,307 Est. Cost $278.85 Unrealized -1.5%
MCO MOODYS CORP 0.6%
Value ($000) $498 Shares 2,049 Est. Cost $282.31 Unrealized 0.0%
CI CIGNA CORP NEW 0.6%
Value ($000) $485 Shares 1,747 Est. Cost $167.60 Unrealized +58.0%
FTNT FORTINET INC 0.6%
Value ($000) $475 Shares 9,660 Est. Cost $51.99 Unrealized +4.2%
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $438 Shares 1,539 Est. Cost $351.01 Unrealized -7.4%
CMCSA COMCAST CORP NEW 0.5%
Value ($000) $438 Shares 14,919 Est. Cost $38.50 Unrealized -12.5%
SCHE SCHWAB STRATEGIC TR 0.5%
Value ($000) $427 Shares 19,080 Est. Cost $29.08 Unrealized
CATH GLOBAL X FDS 0.5%
Value ($000) $413 Shares 9,467 Est. Cost $49.25 Unrealized
DOW DOW INC 0.5%
Value ($000) $411 Shares 9,355 Est. Cost $48.23 Unrealized -14.0%
TFC TRUIST FINL CORP 0.5%
Value ($000) $410 Shares 9,426 Est. Cost $40.78 Unrealized -1.4%
PHYS SPROTT PHYSICAL GOLD TR 0.5%
Value ($000) $408 Shares 31,836 Est. Cost $12.93 Unrealized
CCRN CROSS CTRY HEALTHCARE INC 0.4%
Value ($000) $373 Shares 13,135 Est. Cost $21.97 Unrealized +17.0%
TLT ISHARES TR 0.4%
Value ($000) $356 Shares 3,472 Est. Cost $152.46 Unrealized
TSCO TRACTOR SUPPLY CO 0.4%
Value ($000) $343 Shares 1,845 Est. Cost $27.55 Unrealized +33.2%
DINO HF SINCLAIR CORP 0.4%
Value ($000) $335 Shares 6,216 Est. Cost $43.18 Unrealized 0.0%
THO THOR INDS INC 0.4%
Value ($000) $335 Shares 4,781 Est. Cost $78.46 Unrealized -3.2%
PBF PBF ENERGY INC 0.4%
Value ($000) $333 Shares 9,485 Est. Cost $31.45 Unrealized +0.7%
AN AUTONATION INC 0.4%
Value ($000) $330 Shares 3,237 Est. Cost $113.19 Unrealized +3.7%
HOMB HOME BANCSHARES INC 0.4%
Value ($000) $323 Shares 14,335 Est. Cost $23.21 Unrealized 0.0%
BCC BOISE CASCADE CO DEL 0.4%
Value ($000) $312 Shares 5,246 Est. Cost $50.21 Unrealized +8.9%
MUSA MURPHY USA INC 0.4%
Value ($000) $311 Shares 1,133 Est. Cost $246.89 Unrealized +11.5%
JBL JABIL INC 0.4%
Value ($000) $311 Shares 5,396 Est. Cost $58.87 Unrealized -2.1%
KR KROGER CO 0.4%
Value ($000) $302 Shares 6,895 Est. Cost $40.37 Unrealized +9.2%
NRG NRG ENERGY INC 0.4%
Value ($000) $301 Shares 7,867 Est. Cost $36.50 Unrealized 0.0%
MCK MCKESSON CORP 0.4%
Value ($000) $299 Shares 879 Est. Cost $291.20 Unrealized +17.2%
VLO VALERO ENERGY CORP 0.4%
Value ($000) $297 Shares 2,780 Est. Cost $102.69 Unrealized -3.2%
CCS CENTURY CMNTYS INC 0.3%
Value ($000) $293 Shares 6,859 Est. Cost $51.56 Unrealized -10.7%
RYZ RYERSON HLDG CORP 0.3%
Value ($000) $292 Shares 11,329 Est. Cost $29.18 Unrealized -8.8%
PSLV SPROTT PHYSICAL SILVER TR 0.3%
Value ($000) $289 Shares 43,624 Est. Cost $7.40 Unrealized
ARW ARROW ELECTRS INC 0.3%
Value ($000) $288 Shares 3,124 Est. Cost $106.02 Unrealized +3.0%
KBH KB HOME 0.3%
Value ($000) $288 Shares 11,101 Est. Cost $28.42 Unrealized 0.0%
ARCB ARCBEST CORP 0.3%
Value ($000) $286 Shares 3,927 Est. Cost $78.91 Unrealized 0.0%
CNC CENTENE CORP DEL 0.3%
Value ($000) $286 Shares 3,679 Est. Cost $85.53 Unrealized +4.5%
SBR SABINE RTY TR 0.3%
Value ($000) $284 Shares 4,000 Est. Cost $35.38 Unrealized
BUNGE LIMITED 0.3%
Value ($000) $283 Shares 3,432 Est. Cost $86.28 Unrealized
ABG ASBURY AUTOMOTIVE GROUP INC 0.3%
Value ($000) $281 Shares 1,859 Est. Cost $172.77 Unrealized -1.4%
BROOKFIELD INFRASTRUCTURE CO 0.3%
Value ($000) $278 Shares 6,836 Est. Cost $40.67 Unrealized
STC STEWART INFORMATION SVCS COR 0.3%
Value ($000) $278 Shares 6,367 Est. Cost $52.43 Unrealized -2.6%
M D C HLDGS INC 0.3%
Value ($000) $278 Shares 10,146 Est. Cost $27.40 Unrealized
PAG PENSKE AUTOMOTIVE GRP INC 0.3%
Value ($000) $271 Shares 2,756 Est. Cost $109.02 Unrealized +2.3%
AVT AVNET INC 0.3%
Value ($000) $271 Shares 7,502 Est. Cost $39.31 Unrealized 0.0%
MHO M/I HOMES INC 0.3%
Value ($000) $269 Shares 7,431 Est. Cost $43.33 Unrealized -0.3%
PATK PATRICK INDS INC 0.3%
Value ($000) $263 Shares 5,993 Est. Cost $35.29 Unrealized -4.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $263 Shares 3,214 Est. Cost $55.53 Unrealized +51.0%
PIMCO ENERGY & TACTICAL CR O 0.3%
Value ($000) $260 Shares 19,208 Est. Cost $11.38 Unrealized
GPI GROUP 1 AUTOMOTIVE INC 0.3%
Value ($000) $260 Shares 1,821 Est. Cost $175.25 Unrealized -2.1%
IEMG ISHARES INC 0.3%
Value ($000) $249 Shares 5,802 Est. Cost $49.15 Unrealized
CVS CVS HEALTH CORP 0.3%
Value ($000) $243 Shares 2,547 Est. Cost $52.77 Unrealized +66.1%
COLD AMERICOLD REALTY TRUST INC 0.3%
Value ($000) $233 Shares 9,473 Est. Cost $30.00 Unrealized
TXN TEXAS INSTRS INC 0.3%
Value ($000) $216 Shares 1,396 Est. Cost $144.11 Unrealized +5.2%
PRU PRUDENTIAL FINL INC 0.3%
Value ($000) $216 Shares 2,514 Est. Cost $69.47 Unrealized +17.3%
EMR EMERSON ELEC CO 0.3%
Value ($000) $213 Shares 2,908 Est. Cost $82.38 Unrealized -5.8%
DEM WISDOMTREE TR 0.2%
Value ($000) $185 Shares 5,687 Est. Cost $44.16 Unrealized
APO APOLLO GLOBAL MGMT INC 0.2%
Value ($000) $179 Shares 3,860 Est. Cost $61.02 Unrealized -15.3%
CAH CARDINAL HEALTH INC 0.2%
Value ($000) $173 Shares 2,591 Est. Cost $44.60 Unrealized +32.9%
WHD CACTUS INC 0.2%
Value ($000) $166 Shares 4,325 Est. Cost $21.68 Unrealized +84.9%
PAA PLAINS ALL AMERN PIPELINE L 0.2%
Value ($000) $161 Shares 15,300 Est. Cost $7.79 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $154 Shares 1,270 Est. Cost $16.53 Unrealized -4.5%
WMT WALMART INC 0.2%
Value ($000) $152 Shares 1,174 Est. Cost $39.98 Unrealized +5.1%
AES AES CORP 0.2%
Value ($000) $142 Shares 6,288 Est. Cost $15.37 Unrealized +34.1%
DE DEERE & CO 0.2%
Value ($000) $127 Shares 380 Est. Cost $248.52 Unrealized +31.4%
INTU INTUIT 0.1%
Value ($000) $126 Shares 325 Est. Cost $340.23 Unrealized +24.2%
DIS DISNEY WALT CO 0.1%
Value ($000) $107 Shares 1,139 Est. Cost $127.84 Unrealized -18.2%
AZO AUTOZONE INC 0.1%
Value ($000) $107 Shares 50 Est. Cost $1132.68 Unrealized +92.3%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $101 Shares 2,500 Est. Cost $39.36 Unrealized +0.0%
KO COCA COLA CO 0.1%
Value ($000) $95 Shares 1,699 Est. Cost $44.51 Unrealized +25.9%
NG NOVAGOLD RES INC 0.1%
Value ($000) $94 Shares 20,000 Est. Cost $6.92 Unrealized -33.1%
RANI RANI THERAPEUTICS HLDGS INC 0.1%
Value ($000) $92 Shares 9,611 Est. Cost $11.48 Unrealized -7.7%
PFE PFIZER INC 0.1%
Value ($000) $88 Shares 2,021 Est. Cost $26.68 Unrealized +51.5%
BX BLACKSTONE INC 0.1%
Value ($000) $84 Shares 1,000 Est. Cost $42.09 Unrealized +107.4%
QUAL ISHARES TR 0.1%
Value ($000) $83 Shares 800 Est. Cost $101.15 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $77 Shares 500 Est. Cost $168.00 Unrealized
V VISA INC 0.1%
Value ($000) $75 Shares 420 Est. Cost $190.94 Unrealized +3.9%
GOOG ALPHABET INC 0.1%
Value ($000) $67 Shares 700 Est. Cost $108.53 Unrealized +2.1%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $67 Shares 450 Est. Cost $97.32 Unrealized +56.5%
MLI MUELLER INDS INC 0.1%
Value ($000) $66 Shares 1,111 Est. Cost $25.51 Unrealized +16.4%
EQT EQT CORP 0.1%
Value ($000) $65 Shares 1,599 Est. Cost $39.03 Unrealized +5.6%
AMN AMN HEALTHCARE SVCS INC 0.1%
Value ($000) $63 Shares 595 Est. Cost $98.99 Unrealized +10.7%
BTU PEABODY ENERGY CORP 0.1%
Value ($000) $63 Shares 2,531 Est. Cost $23.60 Unrealized -8.5%
BARRICK GOLD CORP 0.1%
Value ($000) $62 Shares 4,000 Est. Cost $18.50 Unrealized
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $62 Shares 340 Est. Cost $167.13 Unrealized +15.8%
REMX VANECK ETF TRUST 0.1%
Value ($000) $62 Shares 750 Est. Cost $69.34 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $62 Shares 830 Est. Cost $81.42 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $60 Shares 1,479 Est. Cost $30.73 Unrealized +7.6%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $60 Shares 1,000 Est. Cost $52.95 Unrealized 0.0%
ENCORE WIRE CORP 0.1%
Value ($000) $59 Shares 511 Est. Cost $112.87 Unrealized
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $58 Shares 127 Est. Cost $251.08 Unrealized +81.3%
COHEN & STEERS REIT & PFD & 0.1%
Value ($000) $58 Shares 3,000 Est. Cost $23.73 Unrealized
LITE LUMENTUM HLDGS INC 0.1%
Value ($000) $58 Shares 852 Est. Cost $83.85 Unrealized -1.2%
BLDR BUILDERS FIRSTSOURCE INC 0.1%
Value ($000) $57 Shares 962 Est. Cost $66.46 Unrealized -5.9%
PAAS PAN AMERN SILVER CORP 0.1%
Value ($000) $56 Shares 3,500 Est. Cost $18.52 Unrealized -5.9%
CROX CROCS INC 0.1%
Value ($000) $56 Shares 812 Est. Cost $114.08 Unrealized -39.1%
IEFA ISHARES TR 0.1%
Value ($000) $54 Shares 1,020 Est. Cost $71.68 Unrealized
SOUTHWESTERN ENERGY CO 0.1%
Value ($000) $53 Shares 8,660 Est. Cost $7.15 Unrealized
CHRD CHORD ENERGY CORPORATION 0.1%
Value ($000) $51 Shares 375 Est. Cost $100.49 Unrealized +1.8%
OEF ISHARES TR 0.1%
Value ($000) $50 Shares 310 Est. Cost $143.91 Unrealized
YAMANA GOLD INC 0.1%
Value ($000) $50 Shares 11,000 Est. Cost $4.02 Unrealized
SGI TEMPUR SEALY INTL INC 0.1%
Value ($000) $49 Shares 2,046 Est. Cost $25.77 Unrealized +0.5%
OVV OVINTIV INC 0.1%
Value ($000) $49 Shares 1,065 Est. Cost $51.54 Unrealized -7.3%
ABT ABBOTT LABS 0.1%
Value ($000) $48 Shares 500 Est. Cost $81.94 Unrealized +22.1%
ABBV ABBVIE INC 0.1%
Value ($000) $47 Shares 350 Est. Cost $64.69 Unrealized +96.5%
TYL TYLER TECHNOLOGIES INC 0.1%
Value ($000) $47 Shares 135 Est. Cost $291.54 Unrealized +27.6%
HOLX HOLOGIC INC 0.1%
Value ($000) $47 Shares 730 Est. Cost $74.24 Unrealized -6.7%
CNX CNX RES CORP 0.1%
Value ($000) $47 Shares 2,997 Est. Cost $20.48 Unrealized -17.3%
RCUS ARCUS BIOSCIENCES INC 0.1%
Value ($000) $46 Shares 1,776 Est. Cost $24.49 Unrealized +8.0%
NUE NUCOR CORP 0.1%
Value ($000) $45 Shares 418 Est. Cost $102.52 Unrealized +16.2%
RRC RANGE RES CORP 0.1%
Value ($000) $45 Shares 1,762 Est. Cost $30.63 Unrealized -1.2%
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $43 Shares 900 Est. Cost $54.20 Unrealized
BBY BEST BUY INC 0.1%
Value ($000) $43 Shares 683 Est. Cost $69.83 Unrealized -10.1%
ACIW ACI WORLDWIDE INC 0.0%
Value ($000) $41 Shares 1,972 Est. Cost $26.88 Unrealized -7.5%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $41 Shares 101 Est. Cost $428.68 Unrealized
OSK OSHKOSH CORP 0.0%
Value ($000) $40 Shares 573 Est. Cost $72.88 Unrealized +4.8%
QCOM QUALCOMM INC 0.0%
Value ($000) $40 Shares 355 Est. Cost $118.79 Unrealized +7.0%
CBRE GBL REAL ESTATE INC FD 0.0%
Value ($000) $39 Shares 6,700 Est. Cost $7.31 Unrealized
S SENTINELONE INC 0.0%
Value ($000) $38 Shares 1,500 Est. Cost $38.81 Unrealized -32.4%
PFF ISHARES TR 0.0%
Value ($000) $38 Shares 1,200 Est. Cost $38.69 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $37 Shares 980 Est. Cost $62.33 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $37 Shares 987 Est. Cost $26.09 Unrealized +29.6%
IHE ISHARES TR 0.0%
Value ($000) $36 Shares 210 Est. Cost $133.33 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $35 Shares 915 Est. Cost $42.16 Unrealized -15.2%
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value ($000) $35 Shares 5,000 Est. Cost $8.47 Unrealized
CUSHMAN WAKEFIELD PLC 0.0%
Value ($000) $35 Shares 3,027 Est. Cost $15.28 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $34 Shares 289 Est. Cost $101.77 Unrealized +13.6%
APA APA CORPORATION 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $16.01 Unrealized +98.8%
AMR ALPHA METALLURGICAL RESOUR I 0.0%
Value ($000) $34 Shares 249 Est. Cost $143.58 Unrealized -7.8%
USIG ISHARES TR 0.0%
Value ($000) $32 Shares 674 Est. Cost $58.33 Unrealized
PPL PPL CORP 0.0%
Value ($000) $32 Shares 1,264 Est. Cost $25.30 Unrealized +0.7%
MATX MATSON INC 0.0%
Value ($000) $32 Shares 515 Est. Cost $73.30 Unrealized 0.0%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $30 Shares 1,169 Est. Cost $112.17 Unrealized -68.7%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $29 Shares 250 Est. Cost $103.43 Unrealized +11.9%
PARAMOUNT GLOBAL 0.0%
Value ($000) $29 Shares 1,523 Est. Cost $24.63 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $29 Shares 124 Est. Cost $29.65 Unrealized -25.1%
EMB ISHARES TR 0.0%
Value ($000) $29 Shares 361 Est. Cost $109.30 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $28 Shares 394 Est. Cost $58.59 Unrealized +22.6%
SKY SKYLINE CHAMPION CORPORATION 0.0%
Value ($000) $28 Shares 525 Est. Cost $51.57 Unrealized +13.1%
ARCH RESOURCES INC 0.0%
Value ($000) $28 Shares 239 Est. Cost $143.34 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $32.31 Unrealized 0.0%
LIVENT CORP 0.0%
Value ($000) $25 Shares 825 Est. Cost $6.04 Unrealized
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $24 Shares 200 Est. Cost $60.24 Unrealized +10.4%
MS MORGAN STANLEY 0.0%
Value ($000) $24 Shares 300 Est. Cost $39.09 Unrealized +92.5%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $24 Shares 387 Est. Cost $58.76 Unrealized +2.6%
ORCL ORACLE CORP 0.0%
Value ($000) $24 Shares 400 Est. Cost $48.98 Unrealized +43.2%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $23 Shares 100 Est. Cost $125.00 Unrealized +75.3%
GLW CORNING INC 0.0%
Value ($000) $22 Shares 775 Est. Cost $34.93 Unrealized -12.0%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $22 Shares 213 Est. Cost $120.55 Unrealized -12.4%
HPK HIGHPEAK ENERGY INC 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $26.21 Unrealized -13.2%
KRE SPDR SER TR 0.0%
Value ($000) $21 Shares 350 Est. Cost $65.71 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $20 Shares 400 Est. Cost $53.85 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $18 Shares 350 Est. Cost $47.22 Unrealized +20.5%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $16 Shares 100 Est. Cost $112.49 Unrealized +62.6%
ABNB AIRBNB INC 0.0%
Value ($000) $15 Shares 140 Est. Cost $184.30 Unrealized -39.9%
BRCC BRC INC 0.0%
Value ($000) $15 Shares 2,000 Est. Cost $15.70 Unrealized -42.4%
SYK STRYKER CORPORATION 0.0%
Value ($000) $14 Shares 70 Est. Cost $194.19 Unrealized +4.5%
BROS DUTCH BROS INC 0.0%
Value ($000) $14 Shares 440 Est. Cost $49.23 Unrealized -23.5%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $14 Shares 173 Est. Cost $91.78 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $14 Shares 50 Est. Cost $333.72 Unrealized -7.1%
VALE VALE S A 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $17.00 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $13 Shares 40 Est. Cost $243.85 Unrealized +26.3%
SVB FINANCIAL GROUP 0.0%
Value ($000) $13 Shares 40 Est. Cost $242.65 Unrealized
TWITTER INC 0.0%
Value ($000) $13 Shares 300 Est. Cost $31.11 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $13 Shares 145 Est. Cost $85.74 Unrealized +11.7%
IDXX IDEXX LABS INC 0.0%
Value ($000) $13 Shares 40 Est. Cost $369.71 Unrealized -0.6%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $12 Shares 68 Est. Cost $266.89 Unrealized -38.0%
HTH HILLTOP HOLDINGS INC 0.0%
Value ($000) $12 Shares 500 Est. Cost $24.42 Unrealized +11.5%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $12 Shares 50 Est. Cost $198.87 Unrealized +16.7%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $11 Shares 1,024 Est. Cost $10.06 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $11 Shares 400 Est. Cost $22.75 Unrealized +22.6%
SFM SPROUTS FMRS MKT INC 0.0%
Value ($000) $11 Shares 400 Est. Cost $23.18 Unrealized +22.5%
GIS GENERAL MLS INC 0.0%
Value ($000) $10 Shares 130 Est. Cost $55.25 Unrealized +22.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $10 Shares 150 Est. Cost $46.67 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $10 Shares 67 Est. Cost $132.02 Unrealized +0.6%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $10 Shares 255 Est. Cost $39.07 Unrealized +2.7%
ARKK ARK ETF TR 0.0%
Value ($000) $8 Shares 200 Est. Cost $88.79 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $82.54 Unrealized -1.9%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $8 Shares 30 Est. Cost $451.87 Unrealized -16.3%
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $7 Shares 360 Est. Cost $22.10 Unrealized
GDXJ VANECK ETF TRUST 0.0%
Value ($000) $7 Shares 250 Est. Cost $34.30 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $6 Shares 58 Est. Cost $144.29 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $6 Shares 75 Est. Cost $120.00 Unrealized
SBNY SIGNATURE BK NEW YORK N Y 0.0%
Value ($000) $6 Shares 40 Est. Cost $87.50 Unrealized
RGLD ROYAL GOLD INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $117.93 Unrealized -16.0%
KKR KKR & CO INC 0.0%
Value ($000) $5 Shares 125 Est. Cost $42.88 Unrealized +14.7%
SLVP ISHARES INC 0.0%
Value ($000) $5 Shares 550 Est. Cost $10.91 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $5 Shares 65 Est. Cost $102.03 Unrealized -20.8%
XYZ BLOCK INC 0.0%
Value ($000) $4 Shares 70 Est. Cost $63.90 Unrealized +10.8%
F FORD MTR CO DEL 0.0%
Value ($000) $4 Shares 400 Est. Cost $10.55 Unrealized +3.0%
FFIN FIRST FINL BANKSHARES INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $37.79 Unrealized +5.5%
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $53.75 Unrealized +53.1%
EDIT EDITAS MEDICINE INC 0.0%
Value ($000) $4 Shares 300 Est. Cost $36.94 Unrealized -57.8%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $4 Shares 100 Est. Cost $50.48 Unrealized -21.9%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $29.67 Unrealized -6.9%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $3 Shares 10 Est. Cost $400.00 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $3 Shares 97 Est. Cost $51.27 Unrealized -32.0%
VLRS CONTROLADORA VUELA COMP DE A 0.0%
Value ($000) $2 Shares 350 Est. Cost $11.43 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $137.43 Unrealized -44.6%
GDX VANECK ETF TRUST 0.0%
Value ($000) $2 Shares 100 Est. Cost $36.09 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $2 Shares 14 Est. Cost $125.23 Unrealized
IMCV ISHARES TR 0.0%
Value ($000) $2 Shares 30 Est. Cost $126.79 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $1 Shares 72 Est. Cost $18.55 Unrealized -26.7%
AMC ENTMT HLDGS INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $40.00 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $1 Shares 42 Est. Cost $40.82 Unrealized
LYFT LYFT INC 0.0%
Value ($000) $1 Shares 80 Est. Cost $43.84 Unrealized -64.9%
SABR SABRE CORP 0.0%
Value ($000) $1 Shares 200 Est. Cost $7.09 Unrealized -5.9%
CRON CRONOS GROUP INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $7.65 Unrealized -59.7%
BA BOEING CO 0.0%
Value ($000) $1 Shares 10 Est. Cost $192.54 Unrealized -20.3%
TOKE CAMBRIA ETF TR 0.0%
Value ($000) $0 Shares 20 Est. Cost $23.26 Unrealized
COOK TRAEGER INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $16.73 Unrealized -79.8%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $0 Shares 3 Est. Cost $189.49 Unrealized -34.5%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $0 Shares 9 Est. Cost $14.08 Unrealized +12.9%
HAL HALLIBURTON CO 0.0%
Value ($000) $0 Shares 6 Est. Cost $34.51 Unrealized -23.1%
HEXO CORP 0.0%
Value ($000) $0 Shares 500 Est. Cost $6.00 Unrealized
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 4 Est. Cost $21.59 Unrealized -51.8%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 24 Est. Cost $13.33 Unrealized -36.8%