West Branch Capital LLC Diversified Active

CIK: 0001738723 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 19, 2024

Total Value ($000): $212,721 (100.0% shares, 0.0% debt)

Holdings (443)

AAPL APPLE INC 12.8%
Value ($000) $27,314 Shares 141,871 Est. Cost $93.17 Unrealized +96.2%
MSFT MICROSOFT CORP 8.2%
Value ($000) $17,517 Shares 46,582 Est. Cost $129.59 Unrealized +170.4%
NVDA NVIDIA CORPORATION 8.1%
Value ($000) $17,315 Shares 34,964 Est. Cost $17.06 Unrealized +171.4%
AMZN AMAZON COM INC 5.4%
Value ($000) $11,431 Shares 75,231 Est. Cost $123.44 Unrealized +13.6%
GOOGL ALPHABET INC 5.4%
Value ($000) $11,381 Shares 81,474 Est. Cost $108.54 Unrealized +22.9%
SPY SPDR S&P 500 ETF TR 4.8%
Value ($000) $10,216 Shares 21,493 Est. Cost $273.36 Unrealized
MOG/B MOOG INC 4.1%
Value ($000) $8,683 Shares 60,604 Est. Cost $80.08 Unrealized +57.2%
PG PROCTER AND GAMBLE CO 3.9%
Value ($000) $8,342 Shares 56,925 Est. Cost $119.13 Unrealized +18.0%
JPM JPMORGAN CHASE & CO 2.4%
Value ($000) $5,134 Shares 30,183 Est. Cost $94.58 Unrealized +53.2%
V VISA INC 2.2%
Value ($000) $4,654 Shares 17,877 Est. Cost $157.46 Unrealized +54.1%
ABBV ABBVIE INC 2.1%
Value ($000) $4,532 Shares 29,244 Est. Cost $73.73 Unrealized +84.1%
UNH UNITEDHEALTH GROUP INC 2.1%
Value ($000) $4,416 Shares 8,387 Est. Cost $250.53 Unrealized +104.1%
IVV ISHARES TR 2.0%
Value ($000) $4,292 Shares 8,987 Est. Cost $333.00 Unrealized
HD HOME DEPOT INC 1.8%
Value ($000) $3,868 Shares 11,161 Est. Cost $180.89 Unrealized +62.4%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $3,568 Shares 22,762 Est. Cost $113.56 Unrealized +26.4%
ORCL ORACLE CORP 1.6%
Value ($000) $3,462 Shares 32,837 Est. Cost $50.34 Unrealized +112.0%
WMT WALMART INC 1.4%
Value ($000) $3,065 Shares 19,443 Est. Cost $39.11 Unrealized +32.1%
MOG/A MOOG INC 1.3%
Value ($000) $2,716 Shares 18,759 Est. Cost $79.95 Unrealized +59.5%
AVGO BROADCOM INC 1.1%
Value ($000) $2,374 Shares 2,127 Est. Cost $61.89 Unrealized +49.0%
ADBE ADOBE INC 1.1%
Value ($000) $2,315 Shares 3,881 Est. Cost $355.23 Unrealized +62.4%
MA MASTERCARD INCORPORATED 1.1%
Value ($000) $2,282 Shares 5,349 Est. Cost $294.47 Unrealized +34.9%
MCD MCDONALDS CORP 1.1%
Value ($000) $2,281 Shares 7,694 Est. Cost $155.62 Unrealized +66.2%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $2,238 Shares 22,384 Est. Cost $50.07 Unrealized +94.9%
PEP PEPSICO INC 1.0%
Value ($000) $2,230 Shares 13,128 Est. Cost $114.21 Unrealized +34.6%
LLY ELI LILLY & CO 1.0%
Value ($000) $2,094 Shares 3,593 Est. Cost $268.46 Unrealized +114.2%
MRK MERCK & CO INC 0.9%
Value ($000) $1,877 Shares 17,213 Est. Cost $67.73 Unrealized +42.9%
VBR VANGUARD INDEX FDS 0.8%
Value ($000) $1,786 Shares 9,926 Est. Cost $129.42 Unrealized
CSCO CISCO SYS INC 0.8%
Value ($000) $1,747 Shares 34,583 Est. Cost $35.97 Unrealized +33.4%
ABT ABBOTT LABS 0.7%
Value ($000) $1,582 Shares 14,372 Est. Cost $72.96 Unrealized +31.7%
KO COCA COLA CO 0.7%
Value ($000) $1,524 Shares 25,860 Est. Cost $43.77 Unrealized +21.7%
BKNG BOOKING HOLDINGS INC 0.7%
Value ($000) $1,394 Shares 393 Est. Cost $1933.58 Unrealized +58.7%
META META PLATFORMS INC 0.6%
Value ($000) $1,182 Shares 3,339 Est. Cost $254.50 Unrealized +27.1%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $1,141 Shares 2,150 Est. Cost $392.50 Unrealized +22.5%
BAC BANK AMERICA CORP 0.5%
Value ($000) $1,123 Shares 33,360 Est. Cost $25.79 Unrealized +7.0%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $1,112 Shares 1,685 Est. Cost $364.34 Unrealized +57.4%
UNP UNION PAC CORP 0.5%
Value ($000) $1,105 Shares 4,500 Est. Cost $117.74 Unrealized +77.7%
BLACKROCK INC 0.5%
Value ($000) $1,087 Shares 1,339 Est. Cost $517.79 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $944 Shares 6,702 Est. Cost $112.80 Unrealized +19.4%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $933 Shares 4,005 Est. Cost $107.77 Unrealized +106.0%
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $928 Shares 21,166 Est. Cost $36.26 Unrealized +10.6%
NKE NIKE INC 0.4%
Value ($000) $916 Shares 8,436 Est. Cost $97.64 Unrealized +5.5%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $893 Shares 1,970 Est. Cost $275.53 Unrealized +51.5%
VYM VANGUARD WHITEHALL FDS 0.4%
Value ($000) $877 Shares 7,860 Est. Cost $83.72 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $783 Shares 5,246 Est. Cost $96.06 Unrealized +43.4%
MTB M & T BK CORP 0.3%
Value ($000) $567 Shares 4,139 Est. Cost $127.93 Unrealized -8.3%
ETN EATON CORP PLC 0.3%
Value ($000) $534 Shares 2,216 Est. Cost $75.03 Unrealized +187.3%
AMGN AMGEN INC 0.2%
Value ($000) $488 Shares 1,695 Est. Cost $190.99 Unrealized +33.6%
MCHP MICROCHIP TECHNOLOGY INC. 0.2%
Value ($000) $470 Shares 5,212 Est. Cost $57.32 Unrealized +34.3%
GLW CORNING INC 0.2%
Value ($000) $446 Shares 14,658 Est. Cost $22.51 Unrealized +20.5%
SYY SYSCO CORP 0.2%
Value ($000) $446 Shares 6,098 Est. Cost $53.53 Unrealized +21.2%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $373 Shares 7,582 Est. Cost $35.82 Unrealized +14.5%
AJG GALLAGHER ARTHUR J & CO 0.2%
Value ($000) $355 Shares 1,580 Est. Cost $83.03 Unrealized +179.9%
CSX CSX CORP 0.2%
Value ($000) $343 Shares 9,890 Est. Cost $27.49 Unrealized +12.3%
HYG ISHARES TR 0.2%
Value ($000) $324 Shares 4,183 Est. Cost $85.61 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $323 Shares 905 Est. Cost $308.94 Unrealized +13.6%
ITOT ISHARES TR 0.2%
Value ($000) $321 Shares 3,049 Est. Cost $80.15 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $316 Shares 900 Est. Cost $310.02 Unrealized +0.9%
AGG ISHARES TR 0.1%
Value ($000) $298 Shares 2,998 Est. Cost $105.51 Unrealized
GLTR ABRDN PRECIOUS METALS BASKET 0.1%
Value ($000) $290 Shares 3,188 Est. Cost $83.46 Unrealized
SUPER MICRO COMPUTER INC 0.1%
Value ($000) $284 Shares 1,000 Est. Cost $279.24 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $283 Shares 1,192 Est. Cost $144.14 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $282 Shares 2,875 Est. Cost $72.18 Unrealized
IUSG ISHARES TR 0.1%
Value ($000) $279 Shares 2,677 Est. Cost $73.84 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $264 Shares 2,725 Est. Cost $72.09 Unrealized +16.3%
T AT&T INC 0.1%
Value ($000) $259 Shares 15,453 Est. Cost $16.25 Unrealized -12.5%
LIN LINDE PLC 0.1%
Value ($000) $237 Shares 578 Est. Cost $349.72 Unrealized +9.7%
IVE ISHARES TR 0.1%
Value ($000) $236 Shares 1,355 Est. Cost $146.29 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $234 Shares 480 Est. Cost $40.48 Unrealized +7.8%
SGOL ABRDN GOLD ETF TRUST 0.1%
Value ($000) $222 Shares 11,253 Est. Cost $17.12 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $221 Shares 2,623 Est. Cost $58.47 Unrealized +29.3%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $219 Shares 925 Est. Cost $127.90 Unrealized +56.5%
QCOM QUALCOMM INC 0.1%
Value ($000) $212 Shares 1,469 Est. Cost $118.37 Unrealized -0.0%
SHV ISHARES TR 0.1%
Value ($000) $207 Shares 1,881 Est. Cost $110.42 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $206 Shares 5,285 Est. Cost $34.08 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $202 Shares 1,186 Est. Cost $166.37 Unrealized
AGL AGILON HEALTH INC 0.1%
Value ($000) $194 Shares 15,442 Est. Cost $21.13 Unrealized -31.5%
IWF ISHARES TR 0.1%
Value ($000) $191 Shares 631 Est. Cost $285.70 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $191 Shares 951 Est. Cost $164.83 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $188 Shares 713 Est. Cost $214.07 Unrealized +4.5%
TSLA TESLA INC 0.1%
Value ($000) $185 Shares 744 Est. Cost $251.39 Unrealized -5.5%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $184 Shares 1,169 Est. Cost $128.89 Unrealized +4.2%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $179 Shares 531 Est. Cost $298.09 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $175 Shares 934 Est. Cost $145.59 Unrealized +7.8%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $172 Shares 2,518 Est. Cost $79.15 Unrealized -21.7%
PLD PROLOGIS INC. 0.1%
Value ($000) $165 Shares 1,238 Est. Cost $101.75 Unrealized +3.8%
IWD ISHARES TR 0.1%
Value ($000) $158 Shares 957 Est. Cost $158.94 Unrealized
HPQ HP INC 0.1%
Value ($000) $156 Shares 5,191 Est. Cost $27.18 Unrealized -5.2%
OEF ISHARES TR 0.1%
Value ($000) $148 Shares 664 Est. Cost $195.96 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $147 Shares 1,357 Est. Cost $108.45 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $146 Shares 1,600 Est. Cost $65.18 Unrealized +27.4%
CAT CATERPILLAR INC 0.1%
Value ($000) $145 Shares 492 Est. Cost $170.21 Unrealized +47.6%
DGRO ISHARES TR 0.1%
Value ($000) $145 Shares 2,699 Est. Cost $50.46 Unrealized
IJK ISHARES TR 0.1%
Value ($000) $134 Shares 1,698 Est. Cost $119.36 Unrealized
UNILEVER PLC 0.1%
Value ($000) $132 Shares 2,718 Est. Cost $58.20 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $129 Shares 903 Est. Cost $138.40 Unrealized -10.4%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $126 Shares 3,353 Est. Cost $33.88 Unrealized -8.5%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $123 Shares 2,395 Est. Cost $47.63 Unrealized -1.3%
UNM UNUM GROUP 0.1%
Value ($000) $123 Shares 2,709 Est. Cost $29.39 Unrealized +55.0%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $121 Shares 278 Est. Cost $431.35 Unrealized
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $119 Shares 950 Est. Cost $100.93 Unrealized +7.5%
TMUS T-MOBILE US INC 0.1%
Value ($000) $119 Shares 742 Est. Cost $136.39 Unrealized +5.0%
CB CHUBB LIMITED 0.1%
Value ($000) $118 Shares 523 Est. Cost $155.25 Unrealized +37.7%
SRE SEMPRA 0.1%
Value ($000) $118 Shares 1,579 Est. Cost $62.68 Unrealized +6.5%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $117 Shares 450 Est. Cost $170.87 Unrealized +37.1%
IJH ISHARES TR 0.1%
Value ($000) $116 Shares 417 Est. Cost $253.59 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $114 Shares 543 Est. Cost $185.97 Unrealized -7.3%
DE DEERE & CO 0.1%
Value ($000) $112 Shares 281 Est. Cost $345.45 Unrealized +5.7%
GPC GENUINE PARTS CO 0.1%
Value ($000) $112 Shares 807 Est. Cost $110.95 Unrealized +15.8%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $111 Shares 677 Est. Cost $118.99 Unrealized +18.9%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $109 Shares 267 Est. Cost $375.24 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $108 Shares 889 Est. Cost $112.39 Unrealized -1.0%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $108 Shares 1,747 Est. Cost $67.99 Unrealized -23.5%
C CITIGROUP INC 0.1%
Value ($000) $108 Shares 2,092 Est. Cost $54.28 Unrealized -23.8%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $108 Shares 1,770 Est. Cost $68.23 Unrealized -21.7%
FLOT ISHARES TR 0.1%
Value ($000) $107 Shares 2,120 Est. Cost $50.88 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $105 Shares 382 Est. Cost $260.73 Unrealized -0.6%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $102 Shares 200 Est. Cost $329.33 Unrealized +31.2%
CI THE CIGNA GROUP 0.0%
Value ($000) $102 Shares 339 Est. Cost $287.86 Unrealized -2.5%
EMR EMERSON ELEC CO 0.0%
Value ($000) $100 Shares 1,030 Est. Cost $78.42 Unrealized +12.3%
ATRO ASTRONICS CORP 0.0%
Value ($000) $99 Shares 5,700 Est. Cost $10.01 Unrealized +57.2%
SPSM SPDR SER TR 0.0%
Value ($000) $99 Shares 2,341 Est. Cost $43.85 Unrealized
IXUS ISHARES TR 0.0%
Value ($000) $95 Shares 1,465 Est. Cost $73.02 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $93 Shares 1,241 Est. Cost $65.42 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $93 Shares 1,730 Est. Cost $49.04 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $92 Shares 190 Est. Cost $398.65 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $87 Shares 484 Est. Cost $171.97 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $86 Shares 447 Est. Cost $127.20 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $86 Shares 1,300 Est. Cost $54.57 Unrealized
PLOW DOUGLAS DYNAMICS INC 0.0%
Value ($000) $85 Shares 2,866 Est. Cost $43.90 Unrealized -34.6%
CNC CENTENE CORP DEL 0.0%
Value ($000) $85 Shares 1,146 Est. Cost $71.76 Unrealized +0.5%
ACWX ISHARES TR 0.0%
Value ($000) $84 Shares 1,650 Est. Cost $54.92 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $81 Shares 140 Est. Cost $369.50 Unrealized +38.3%
PFE PFIZER INC 0.0%
Value ($000) $80 Shares 2,795 Est. Cost $26.25 Unrealized +0.6%
CVS CVS HEALTH CORP 0.0%
Value ($000) $80 Shares 1,010 Est. Cost $71.37 Unrealized -8.4%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $79 Shares 1,086 Est. Cost $54.62 Unrealized +17.7%
NOW SERVICENOW INC 0.0%
Value ($000) $76 Shares 107 Est. Cost $101.38 Unrealized +24.3%
IWY ISHARES TR 0.0%
Value ($000) $73 Shares 419 Est. Cost $158.43 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $71 Shares 879 Est. Cost $55.86 Unrealized +29.2%
PAYX PAYCHEX INC 0.0%
Value ($000) $71 Shares 595 Est. Cost $88.28 Unrealized +25.8%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $69 Shares 321 Est. Cost $217.34 Unrealized -19.4%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $69 Shares 221 Est. Cost $249.92 Unrealized +8.1%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $67 Shares 360 Est. Cost $244.57 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $66 Shares 425 Est. Cost $157.46 Unrealized -23.8%
OLLI OLLIES BARGAIN OUTLET HLDGS 0.0%
Value ($000) $65 Shares 857 Est. Cost $87.00 Unrealized -13.4%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $64 Shares 893 Est. Cost $56.71 Unrealized +19.5%
RNR RENAISSANCERE HLDGS LTD 0.0%
Value ($000) $63 Shares 322 Est. Cost $159.02 Unrealized +30.7%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $62 Shares 164 Est. Cost $241.81 Unrealized +37.9%
KELLANOVA 0.0%
Value ($000) $62 Shares 1,100 Est. Cost $51.54 Unrealized -5.3%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $60 Shares 1,000 Est. Cost $64.70 Unrealized -9.4%
IWO ISHARES TR 0.0%
Value ($000) $57 Shares 225 Est. Cost $311.94 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $56 Shares 600 Est. Cost $77.83 Unrealized +7.6%
SO SOUTHERN CO 0.0%
Value ($000) $55 Shares 784 Est. Cost $54.54 Unrealized +16.9%
PIONEER NAT RES CO 0.0%
Value ($000) $54 Shares 242 Est. Cost $228.39 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $54 Shares 682 Est. Cost $73.10 Unrealized -1.9%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $54 Shares 318 Est. Cost $163.21 Unrealized -10.9%
STT STATE STR CORP 0.0%
Value ($000) $50 Shares 650 Est. Cost $72.44 Unrealized -10.5%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $49 Shares 300 Est. Cost $151.31 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $49 Shares 1,215 Est. Cost $33.97 Unrealized +2.4%
ALL ALLSTATE CORP 0.0%
Value ($000) $48 Shares 346 Est. Cost $115.25 Unrealized +8.2%
MSEX MIDDLESEX WTR CO 0.0%
Value ($000) $48 Shares 734 Est. Cost $82.78 Unrealized -20.4%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $46 Shares 405 Est. Cost $91.75 Unrealized -0.9%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $45 Shares 103 Est. Cost $374.76 Unrealized +3.6%
USB US BANCORP DEL 0.0%
Value ($000) $44 Shares 1,021 Est. Cost $47.72 Unrealized -30.6%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $44 Shares 305 Est. Cost $101.94 Unrealized +6.3%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $43 Shares 1,632 Est. Cost $52.41 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $41 Shares 363 Est. Cost $107.27 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $41 Shares 864 Est. Cost $46.20 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $41 Shares 313 Est. Cost $144.67 Unrealized -17.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $41 Shares 1,140 Est. Cost $52.67 Unrealized -42.6%
AFL AFLAC INC 0.0%
Value ($000) $41 Shares 492 Est. Cost $55.59 Unrealized +38.5%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $40 Shares 313 Est. Cost $44.06 Unrealized +107.6%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $40 Shares 366 Est. Cost $74.12 Unrealized +24.2%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $39 Shares 267 Est. Cost $76.02 Unrealized +55.0%
EMB ISHARES TR 0.0%
Value ($000) $39 Shares 440 Est. Cost $111.64 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $39 Shares 2,001 Est. Cost $20.11 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $39 Shares 300 Est. Cost $67.74 Unrealized +47.9%
VONE VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $39 Shares 179 Est. Cost $216.94 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $38 Shares 200 Est. Cost $168.01 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $37 Shares 186 Est. Cost $156.94 Unrealized +9.7%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $37 Shares 105 Est. Cost $326.67 Unrealized +7.7%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $37 Shares 600 Est. Cost $63.08 Unrealized -16.2%
PSX PHILLIPS 66 0.0%
Value ($000) $37 Shares 275 Est. Cost $90.92 Unrealized +22.1%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $37 Shares 150 Est. Cost $132.26 Unrealized +62.2%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $36 Shares 499 Est. Cost $80.16 Unrealized
IBTE ISHARES TR 0.0%
Value ($000) $36 Shares 1,500 Est. Cost $23.85 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $36 Shares 261 Est. Cost $130.14 Unrealized -0.9%
IBB ISHARES TR 0.0%
Value ($000) $35 Shares 256 Est. Cost $164.03 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $34 Shares 590 Est. Cost $41.18 Unrealized +25.2%
TGT TARGET CORP 0.0%
Value ($000) $33 Shares 229 Est. Cost $156.82 Unrealized -27.9%
LOW LOWES COS INC 0.0%
Value ($000) $32 Shares 143 Est. Cost $181.96 Unrealized +7.0%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $32 Shares 702 Est. Cost $59.35 Unrealized -28.5%
EVERI HLDGS INC 0.0%
Value ($000) $31 Shares 2,725 Est. Cost $16.15 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $30 Shares 318 Est. Cost $78.37 Unrealized -4.5%
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $29 Shares 335 Est. Cost $104.48 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $29 Shares 330 Est. Cost $103.03 Unrealized
EIS ISHARES INC 0.0%
Value ($000) $29 Shares 500 Est. Cost $70.00 Unrealized
VFC V F CORP 0.0%
Value ($000) $29 Shares 1,547 Est. Cost $83.35 Unrealized -79.4%
IT GARTNER INC 0.0%
Value ($000) $29 Shares 64 Est. Cost $218.76 Unrealized +82.6%
ENTG ENTEGRIS INC 0.0%
Value ($000) $28 Shares 230 Est. Cost $112.78 Unrealized -10.9%
IWP ISHARES TR 0.0%
Value ($000) $27 Shares 259 Est. Cost $113.73 Unrealized
WSO WATSCO INC 0.0%
Value ($000) $27 Shares 63 Est. Cost $286.30 Unrealized +35.3%
COP CONOCOPHILLIPS 0.0%
Value ($000) $27 Shares 231 Est. Cost $105.51 Unrealized +4.0%
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $27 Shares 1,447 Est. Cost $24.18 Unrealized -38.9%
SHY ISHARES TR 0.0%
Value ($000) $25 Shares 310 Est. Cost $81.25 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $25 Shares 50 Est. Cost $507.38 Unrealized
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $25 Shares 216 Est. Cost $84.53 Unrealized
UTWO RBB FD INC 0.0%
Value ($000) $25 Shares 521 Est. Cost $49.11 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $25 Shares 292 Est. Cost $71.80 Unrealized -1.7%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $24 Shares 125 Est. Cost $152.84 Unrealized +9.0%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $23 Shares 180 Est. Cost $77.15 Unrealized +54.5%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $23 Shares 107 Est. Cost $199.30 Unrealized -9.7%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $22 Shares 136 Est. Cost $114.57 Unrealized +23.8%
BSCS INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $21 Shares 1,050 Est. Cost $19.62 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $21 Shares 81 Est. Cost $205.01 Unrealized +10.9%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $21 Shares 902 Est. Cost $43.33 Unrealized -56.6%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $21 Shares 232 Est. Cost $71.71 Unrealized +11.9%
HSY HERSHEY CO 0.0%
Value ($000) $21 Shares 111 Est. Cost $151.38 Unrealized +17.4%
TLT ISHARES TR 0.0%
Value ($000) $21 Shares 208 Est. Cost $135.80 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $20 Shares 715 Est. Cost $29.95 Unrealized -16.8%
REAVES UTIL INCOME FD 0.0%
Value ($000) $20 Shares 763 Est. Cost $33.62 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $20 Shares 200 Est. Cost $86.50 Unrealized
EATON VANCE LTD DURATION INC 0.0%
Value ($000) $19 Shares 2,031 Est. Cost $9.51 Unrealized
CPRT COPART INC 0.0%
Value ($000) $19 Shares 396 Est. Cost $37.46 Unrealized +26.1%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $19 Shares 238 Est. Cost $73.04 Unrealized -1.8%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $19 Shares 250 Est. Cost $72.55 Unrealized
IVOL KRANESHARES TR 0.0%
Value ($000) $19 Shares 920 Est. Cost $28.49 Unrealized
DON WISDOMTREE TR 0.0%
Value ($000) $19 Shares 412 Est. Cost $45.69 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $19 Shares 300 Est. Cost $59.92 Unrealized -7.4%
DIS DISNEY WALT CO 0.0%
Value ($000) $18 Shares 203 Est. Cost $109.27 Unrealized -21.1%
CCI CROWN CASTLE INC 0.0%
Value ($000) $18 Shares 157 Est. Cost $150.03 Unrealized -39.5%
PRK PARK NATL CORP 0.0%
Value ($000) $18 Shares 134 Est. Cost $125.82 Unrealized -11.7%
CSM PROSHARES TR 0.0%
Value ($000) $18 Shares 323 Est. Cost $82.42 Unrealized
ZROZ PIMCO ETF TR 0.0%
Value ($000) $18 Shares 207 Est. Cost $123.26 Unrealized
BSCU INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $18 Shares 1,053 Est. Cost $15.96 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $17 Shares 107 Est. Cost $133.42 Unrealized +8.1%
RPM RPM INTL INC 0.0%
Value ($000) $17 Shares 155 Est. Cost $93.06 Unrealized +8.6%
SAM BOSTON BEER INC 0.0%
Value ($000) $17 Shares 50 Est. Cost $1122.26 Unrealized -68.7%
RBC RBC BEARINGS INC 0.0%
Value ($000) $17 Shares 60 Est. Cost $197.53 Unrealized +24.1%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $17 Shares 104 Est. Cost $124.99 Unrealized +19.0%
FLAHERTY & CRUMRINE PFD INCO 0.0%
Value ($000) $17 Shares 2,098 Est. Cost $10.34 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $17 Shares 254 Est. Cost $58.31 Unrealized +2.1%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $16 Shares 42 Est. Cost $341.23 Unrealized +19.5%
FIVE FIVE BELOW INC 0.0%
Value ($000) $16 Shares 75 Est. Cost $190.98 Unrealized -3.9%
FISV FISERV INC 0.0%
Value ($000) $16 Shares 120 Est. Cost $116.26 Unrealized +5.6%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $16 Shares 77 Est. Cost $147.75 Unrealized +20.6%
UE URBAN EDGE PPTYS 0.0%
Value ($000) $16 Shares 864 Est. Cost $19.68 Unrealized
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $15 Shares 218 Est. Cost $70.23 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $15 Shares 56 Est. Cost $498.37 Unrealized -54.2%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $15 Shares 150 Est. Cost $77.49 Unrealized +23.5%
INTU INTUIT 0.0%
Value ($000) $15 Shares 24 Est. Cost $492.54 Unrealized +10.6%
EXPO EXPONENT INC 0.0%
Value ($000) $15 Shares 170 Est. Cost $88.68 Unrealized -10.3%
LAD LITHIA MTRS INC 0.0%
Value ($000) $15 Shares 45 Est. Cost $361.63 Unrealized -24.1%
JBGS JBG SMITH PPTYS 0.0%
Value ($000) $15 Shares 864 Est. Cost $31.25 Unrealized
NDSN NORDSON CORP 0.0%
Value ($000) $15 Shares 55 Est. Cost $201.02 Unrealized +12.1%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $14 Shares 701 Est. Cost $22.64 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $14 Shares 226 Est. Cost $66.20 Unrealized -13.7%
HLN HALEON PLC 0.0%
Value ($000) $14 Shares 1,650 Est. Cost $6.29 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $14 Shares 700 Est. Cost $18.32 Unrealized
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $13 Shares 28 Est. Cost $313.37 Unrealized +40.4%
TTC TORO CO 0.0%
Value ($000) $13 Shares 135 Est. Cost $109.93 Unrealized -22.1%
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $13 Shares 239 Est. Cost $87.87 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $13 Shares 70 Est. Cost $128.55 Unrealized +26.4%
IWR ISHARES TR 0.0%
Value ($000) $12 Shares 160 Est. Cost $78.91 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $12 Shares 21 Est. Cost $575.51 Unrealized
PSEC PROSPECT CAP CORP 0.0%
Value ($000) $12 Shares 2,018 Est. Cost $4.69 Unrealized -12.0%
POOL POOL CORP 0.0%
Value ($000) $12 Shares 30 Est. Cost $398.28 Unrealized -14.6%
BSMR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $12 Shares 500 Est. Cost $24.00 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $12 Shares 127 Est. Cost $69.78 Unrealized +25.1%
RBA RB GLOBAL INC 0.0%
Value ($000) $12 Shares 175 Est. Cost $56.38 Unrealized +14.0%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $12 Shares 89 Est. Cost $98.23 Unrealized +6.4%
FLL FULL HSE RESORTS INC 0.0%
Value ($000) $11 Shares 2,000 Est. Cost $5.46 Unrealized -14.0%
NI NISOURCE INC 0.0%
Value ($000) $11 Shares 400 Est. Cost $21.80 Unrealized +10.3%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $11 Shares 504 Est. Cost $21.83 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $10 Shares 289 Est. Cost $27.36 Unrealized +29.8%
EATON VANCE MUN BD FD 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $10.12 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $10 Shares 101 Est. Cost $205.06 Unrealized -59.0%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 24 Est. Cost $424.94 Unrealized -5.9%
GGG GRACO INC 0.0%
Value ($000) $10 Shares 115 Est. Cost $70.76 Unrealized +8.0%
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $10 Shares 34 Est. Cost $449.61 Unrealized -48.0%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $10 Shares 281 Est. Cost $14.08 Unrealized +137.6%
BSCQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $10 Shares 503 Est. Cost $21.87 Unrealized
KWR QUAKER HOUGHTON 0.0%
Value ($000) $9 Shares 44 Est. Cost $239.17 Unrealized -28.0%
SUI SUN CMNTYS INC 0.0%
Value ($000) $9 Shares 70 Est. Cost $171.43 Unrealized
PFXF VANECK ETF TRUST 0.0%
Value ($000) $9 Shares 530 Est. Cost $21.75 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $9 Shares 63 Est. Cost $112.91 Unrealized
EPAM EPAM SYS INC 0.0%
Value ($000) $9 Shares 30 Est. Cost $468.62 Unrealized -45.8%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $86.45 Unrealized -6.4%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $9 Shares 64 Est. Cost $126.39 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $9 Shares 140 Est. Cost $73.14 Unrealized -25.3%
GLOB GLOBANT S A 0.0%
Value ($000) $8 Shares 35 Est. Cost $219.78 Unrealized -7.1%
INTC INTEL CORP 0.0%
Value ($000) $8 Shares 166 Est. Cost $40.19 Unrealized -0.4%
PII POLARIS INC 0.0%
Value ($000) $8 Shares 86 Est. Cost $124.26 Unrealized -26.3%
STAG STAG INDL INC 0.0%
Value ($000) $8 Shares 206 Est. Cost $38.83 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $8 Shares 78 Est. Cost $88.95 Unrealized
FSTR FOSTER L B CO 0.0%
Value ($000) $8 Shares 359 Est. Cost $12.32 Unrealized +60.1%
IXP ISHARES TR 0.0%
Value ($000) $8 Shares 106 Est. Cost $88.89 Unrealized
CATALENT INC 0.0%
Value ($000) $8 Shares 170 Est. Cost $105.88 Unrealized
BURL BURLINGTON STORES INC 0.0%
Value ($000) $8 Shares 39 Est. Cost $318.32 Unrealized -53.1%
BG BUNGE GLOBAL SA 0.0%
Value ($000) $8 Shares 75 Est. Cost $98.11 Unrealized 0.0%
HUBS HUBSPOT INC 0.0%
Value ($000) $8 Shares 13 Est. Cost $756.48 Unrealized -36.4%
BIO BIO RAD LABS INC 0.0%
Value ($000) $7 Shares 23 Est. Cost $608.62 Unrealized -48.5%
RPD RAPID7 INC 0.0%
Value ($000) $7 Shares 130 Est. Cost $84.22 Unrealized -38.0%
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $7 Shares 190 Est. Cost $62.15 Unrealized
HEI HEICO CORP NEW 0.0%
Value ($000) $7 Shares 40 Est. Cost $137.98 Unrealized +22.7%
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $7 Shares 142 Est. Cost $51.87 Unrealized -0.5%
CGNX COGNEX CORP 0.0%
Value ($000) $7 Shares 170 Est. Cost $78.52 Unrealized -51.9%
RIVERNORTH MANAGED DUR MUN I 0.0%
Value ($000) $7 Shares 500 Est. Cost $14.40 Unrealized
ALLY ALLY FINL INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $25.93 Unrealized 0.0%
FAST FASTENAL CO 0.0%
Value ($000) $7 Shares 106 Est. Cost $23.29 Unrealized +23.2%
GLRE GREENLIGHT CAPITAL RE LTD 0.0%
Value ($000) $7 Shares 600 Est. Cost $9.16 Unrealized +21.4%
SGDM SPROTT ETF TRUST 0.0%
Value ($000) $7 Shares 263 Est. Cost $27.59 Unrealized
PODD INSULET CORP 0.0%
Value ($000) $7 Shares 30 Est. Cost $271.83 Unrealized -36.9%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $6 Shares 27 Est. Cost $172.13 Unrealized +35.6%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $6 Shares 83 Est. Cost $71.08 Unrealized -1.8%
BLACKROCK CORE BD TR 0.0%
Value ($000) $6 Shares 584 Est. Cost $16.40 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $6 Shares 50 Est. Cost $122.18 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $6 Shares 63 Est. Cost $93.84 Unrealized -1.8%
DOW DOW INC 0.0%
Value ($000) $6 Shares 106 Est. Cost $47.82 Unrealized -6.6%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $6 Shares 200 Est. Cost $43.68 Unrealized -43.3%
JHG JANUS HENDERSON GROUP PLC 0.0%
Value ($000) $6 Shares 186 Est. Cost $27.63 Unrealized -6.5%
FDX FEDEX CORP 0.0%
Value ($000) $6 Shares 22 Est. Cost $238.35 Unrealized +1.7%
AMX AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $6 Shares 300 Est. Cost $21.05 Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $6 Shares 101 Est. Cost $47.96 Unrealized 0.0%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $5 Shares 274 Est. Cost $12.51 Unrealized +27.6%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $5 Shares 70 Est. Cost $195.04 Unrealized
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $5 Shares 125 Est. Cost $41.56 Unrealized -1.7%
SIX FLAGS ENTMT CORP NEW 0.0%
Value ($000) $5 Shares 215 Est. Cost $23.25 Unrealized
BP BP PLC 0.0%
Value ($000) $5 Shares 151 Est. Cost $26.49 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $5 Shares 17 Est. Cost $264.03 Unrealized 0.0%
TSN TYSON FOODS INC 0.0%
Value ($000) $5 Shares 98 Est. Cost $49.57 Unrealized -9.1%
POWW AMMO INC 0.0%
Value ($000) $5 Shares 2,457 Est. Cost $2.10 Unrealized +8.6%
TREEHOUSE FOODS INC 0.0%
Value ($000) $5 Shares 124 Est. Cost $40.32 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $5 Shares 85 Est. Cost $52.33 Unrealized 0.0%
VOYA INFRASTRUCTURE INDLS & 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.18 Unrealized
KR KROGER CO 0.0%
Value ($000) $5 Shares 111 Est. Cost $34.11 Unrealized +24.3%
MHK MOHAWK INDS INC 0.0%
Value ($000) $5 Shares 49 Est. Cost $87.55 Unrealized 0.0%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $5 Shares 40 Est. Cost $146.61 Unrealized -34.7%
STM STMICROELECTRONICS N V 0.0%
Value ($000) $5 Shares 100 Est. Cost $40.00 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $5 Shares 40 Est. Cost $119.72 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $5 Shares 23 Est. Cost $166.51 Unrealized +16.9%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $5 Shares 20 Est. Cost $222.91 Unrealized +6.1%
KSS KOHLS CORP 0.0%
Value ($000) $5 Shares 169 Est. Cost $28.21 Unrealized -16.9%
NOBL PROSHARES TR 0.0%
Value ($000) $5 Shares 50 Est. Cost $95.20 Unrealized
GT GOODYEAR TIRE & RUBR CO 0.0%
Value ($000) $5 Shares 329 Est. Cost $17.75 Unrealized -25.1%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $5 Shares 61 Est. Cost $29.11 Unrealized -0.3%
VEEV VEEVA SYS INC 0.0%
Value ($000) $5 Shares 24 Est. Cost $278.75 Unrealized -32.4%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $5 Shares 2 Est. Cost $41.61 Unrealized 0.0%
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $4 Shares 73 Est. Cost $63.61 Unrealized -17.9%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $4 Shares 125 Est. Cost $29.22 Unrealized 0.0%
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $4 Shares 45 Est. Cost $88.89 Unrealized
FORWARD AIR CORP 0.0%
Value ($000) $4 Shares 65 Est. Cost $68.75 Unrealized
DRIL-QUIP INC 0.0%
Value ($000) $4 Shares 170 Est. Cost $35.29 Unrealized
ARKW ARK ETF TR 0.0%
Value ($000) $4 Shares 51 Est. Cost $158.40 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $4 Shares 67 Est. Cost $53.38 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $4 Shares 338 Est. Cost $18.55 Unrealized -41.8%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $4 Shares 13 Est. Cost $133.70 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $4 Shares 4 Est. Cost $63.20 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $4 Shares 8 Est. Cost $407.15 Unrealized 0.0%
SPYG SPDR SER TR 0.0%
Value ($000) $4 Shares 56 Est. Cost $63.37 Unrealized
KLG WK KELLOGG CO 0.0%
Value ($000) $4 Shares 274 Est. Cost $13.14 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value ($000) $4 Shares 270 Est. Cost $18.52 Unrealized
ICUI ICU MED INC 0.0%
Value ($000) $3 Shares 35 Est. Cost $205.72 Unrealized -52.5%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $3 Shares 15 Est. Cost $139.03 Unrealized +42.8%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $3 Shares 200 Est. Cost $13.75 Unrealized +11.6%
ULCC FRONTIER GROUP HLDGS INC 0.0%
Value ($000) $3 Shares 621 Est. Cost $8.98 Unrealized -51.3%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 60 Est. Cost $55.87 Unrealized
EPR EPR PPTYS 0.0%
Value ($000) $3 Shares 68 Est. Cost $58.82 Unrealized
WU WESTERN UN CO 0.0%
Value ($000) $3 Shares 276 Est. Cost $18.12 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $3 Shares 15 Est. Cost $39.39 Unrealized 0.0%
KAMAN CORP 0.0%
Value ($000) $3 Shares 134 Est. Cost $44.78 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 28 Est. Cost $114.00 Unrealized
DLTH DULUTH HLDGS INC 0.0%
Value ($000) $3 Shares 591 Est. Cost $16.50 Unrealized -68.3%
VTRS VIATRIS INC 0.0%
Value ($000) $3 Shares 293 Est. Cost $11.87 Unrealized -26.8%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $3 Shares 15 Est. Cost $220.01 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $3 Shares 50 Est. Cost $121.62 Unrealized -54.8%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $3 Shares 60 Est. Cost $51.21 Unrealized 0.0%
ARI APOLLO COML REAL EST FIN INC 0.0%
Value ($000) $3 Shares 265 Est. Cost $15.09 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $208.08 Unrealized +0.7%
ASML ASML HOLDING N V 0.0%
Value ($000) $3 Shares 4 Est. Cost $757.00 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 64 Est. Cost $47.25 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $3 Shares 17 Est. Cost $175.94 Unrealized
VCR VANGUARD WORLD FDS 0.0%
Value ($000) $3 Shares 9 Est. Cost $342.45 Unrealized
GTM ZOOMINFO TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 150 Est. Cost $66.94 Unrealized -76.6%
PENN PENN ENTERTAINMENT INC 0.0%
Value ($000) $3 Shares 105 Est. Cost $86.12 Unrealized -73.1%
KOPN KOPIN CORP 0.0%
Value ($000) $3 Shares 1,329 Est. Cost $1.62 Unrealized -11.9%
VNO VORNADO RLTY TR 0.0%
Value ($000) $3 Shares 94 Est. Cost $46.42 Unrealized
VIS VANGUARD WORLD FDS 0.0%
Value ($000) $3 Shares 12 Est. Cost $166.67 Unrealized
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $3 Shares 174 Est. Cost $32.98 Unrealized -65.7%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $3 Shares 10 Est. Cost $200.00 Unrealized
WRB BERKLEY W R CORP 0.0%
Value ($000) $2 Shares 35 Est. Cost $43.01 Unrealized 0.0%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 67 Est. Cost $36.88 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $114.11 Unrealized -9.7%
DHR DANAHER CORPORATION 0.0%
Value ($000) $2 Shares 10 Est. Cost $243.25 Unrealized -13.5%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $2 Shares 45 Est. Cost $47.44 Unrealized +4.7%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 113 Est. Cost $20.77 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $2 Shares 5 Est. Cost $452.04 Unrealized 0.0%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.00 Unrealized
AHCO ADAPTHEALTH CORP 0.0%
Value ($000) $2 Shares 315 Est. Cost $18.40 Unrealized -57.1%
MDT MEDTRONIC PLC 0.0%
Value ($000) $2 Shares 26 Est. Cost $100.72 Unrealized -29.1%
NET CLOUDFLARE INC 0.0%
Value ($000) $2 Shares 24 Est. Cost $82.78 Unrealized -15.5%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $277.38 Unrealized +6.6%
CCL CARNIVAL CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $14.52 Unrealized 0.0%
METV LISTED FD TR 0.0%
Value ($000) $2 Shares 150 Est. Cost $13.33 Unrealized
INDIVIOR PLC 0.0%
Value ($000) $2 Shares 100 Est. Cost $23.80 Unrealized
BEP BROOKFIELD RENEWABLE PARTNER 0.0%
Value ($000) $1 Shares 51 Est. Cost $39.22 Unrealized
PATH UIPATH INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $36.61 Unrealized -46.7%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $1 Shares 49 Est. Cost $162.03 Unrealized -88.6%
ARKG ARK ETF TR 0.0%
Value ($000) $1 Shares 28 Est. Cost $107.14 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $185.07 Unrealized -61.3%
ALIT ALIGHT INC 0.0%
Value ($000) $1 Shares 104 Est. Cost $10.04 Unrealized -29.7%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $1 Shares 24 Est. Cost $46.63 Unrealized -31.5%
IGV ISHARES TR 0.0%
Value ($000) $1 Shares 2 Est. Cost $500.00 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $347.16 Unrealized -82.0%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $1 Shares 4 Est. Cost $127.28 Unrealized +17.2%
FG F&G ANNUITIES & LIFE INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $18.85 Unrealized +88.1%
ERIC TELEFONAKTIEBOLAGET LM ERICS 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
NERD LISTED FD TR 0.0%
Value ($000) $1 Shares 38 Est. Cost $26.32 Unrealized
RUN SUNRUN INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $48.29 Unrealized -73.7%
FSLY FASTLY INC 0.0%
Value ($000) $0 Shares 26 Est. Cost $56.82 Unrealized -70.3%
ROKU ROKU INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $353.72 Unrealized -76.4%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $0 Shares 10 Est. Cost $45.04 Unrealized -21.3%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $0 Shares 5 Est. Cost $333.04 Unrealized -80.1%
SFIX STITCH FIX INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $51.20 Unrealized -93.1%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 17 Est. Cost $25.75 Unrealized -36.4%
CCJ CAMECO CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $25.34 Unrealized +64.3%
PSFE PAYSAFE LIMITED 0.0%
Value ($000) $0 Shares 23 Est. Cost $16.16 Unrealized -31.6%
SYSTEM1 INC 0.0%
Value ($000) $0 Shares 115 Est. Cost $17.39 Unrealized
HUYA HUYA INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $20.00 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 2 Est. Cost $111.11 Unrealized
LMND LEMONADE INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $22.73 Unrealized -33.7%
BOC BOSTON OMAHA CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $29.06 Unrealized -47.7%
SIXG ETF SER SOLUTIONS 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
API AGORA INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $40.00 Unrealized
ASIX ADVANSIX INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $35.22 Unrealized -25.6%
VICI VICI PPTYS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $24.21 Unrealized +7.1%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $14.30 Unrealized +19.5%
INVITAE CORP 0.0%
Value ($000) $0 Shares 121 Est. Cost $33.06 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $6.46 Unrealized +23.1%
PYXS PYXIS ONCOLOGY INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $2.00 Unrealized -14.3%
KARYOPHARM THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 48 Est. Cost $0.88 Unrealized
MARK REMARK HLDGS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $1.38 Unrealized -63.7%