West Branch Capital LLC Diversified Active

CIK: 0001738723 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 17, 2025

Total Value ($000): $313,493 (100.0% shares, 0.0% debt)

Holdings (544)

AAPL APPLE INC 12.4%
Value ($000) $38,749 Shares 154,737 Est. Cost $101.81 Unrealized +130.3%
NVDA NVIDIA CORPORATION 10.6%
Value ($000) $33,241 Shares 247,534 Est. Cost $92.95 Unrealized +48.2%
MSFT MICROSOFT CORP 7.3%
Value ($000) $22,911 Shares 54,356 Est. Cost $169.55 Unrealized +149.1%
AMZN AMAZON COM INC 6.0%
Value ($000) $18,668 Shares 85,088 Est. Cost $130.40 Unrealized +56.9%
GOOGL ALPHABET INC 5.3%
Value ($000) $16,478 Shares 87,045 Est. Cost $111.88 Unrealized +55.7%
SPY SPDR S&P 500 ETF TR 5.1%
Value ($000) $15,876 Shares 27,088 Est. Cost $335.14 Unrealized
MOG/B MOOG INC 3.7%
Value ($000) $11,723 Shares 60,114 Est. Cost $80.08 Unrealized +153.8%
PG PROCTER AND GAMBLE CO 3.2%
Value ($000) $10,147 Shares 60,526 Est. Cost $121.44 Unrealized +36.5%
JPM JPMORGAN CHASE & CO. 2.5%
Value ($000) $7,905 Shares 32,979 Est. Cost $102.61 Unrealized +122.2%
AVGO BROADCOM INC 2.1%
Value ($000) $6,471 Shares 27,913 Est. Cost $152.61 Unrealized +19.8%
V VISA INC 2.0%
Value ($000) $6,414 Shares 20,295 Est. Cost $172.12 Unrealized +73.3%
WMT WALMART INC 2.0%
Value ($000) $6,317 Shares 69,915 Est. Cost $53.07 Unrealized +61.7%
ORCL ORACLE CORP 2.0%
Value ($000) $6,240 Shares 37,448 Est. Cost $60.92 Unrealized +188.6%
UNH UNITEDHEALTH GROUP INC 1.8%
Value ($000) $5,650 Shares 11,170 Est. Cost $307.43 Unrealized +79.8%
IVV ISHARES TR 1.8%
Value ($000) $5,570 Shares 9,462 Est. Cost $348.10 Unrealized
ABBV ABBVIE INC 1.6%
Value ($000) $5,108 Shares 28,743 Est. Cost $74.92 Unrealized +136.8%
HD HOME DEPOT INC 1.6%
Value ($000) $5,029 Shares 12,930 Est. Cost $206.28 Unrealized +92.6%
META META PLATFORMS INC 1.5%
Value ($000) $4,845 Shares 8,275 Est. Cost $412.29 Unrealized +41.8%
LLY ELI LILLY & CO 1.3%
Value ($000) $3,956 Shares 5,124 Est. Cost $420.80 Unrealized +95.1%
MA MASTERCARD INCORPORATED 1.2%
Value ($000) $3,640 Shares 6,913 Est. Cost $336.70 Unrealized +52.9%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $3,404 Shares 23,534 Est. Cost $116.68 Unrealized +28.2%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $3,304 Shares 30,718 Est. Cost $64.89 Unrealized +73.2%
TSLA TESLA INC 0.9%
Value ($000) $2,889 Shares 7,153 Est. Cost $251.20 Unrealized +28.1%
MCD MCDONALDS CORP 0.9%
Value ($000) $2,887 Shares 9,958 Est. Cost $184.22 Unrealized +57.5%
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $2,748 Shares 2,999 Est. Cost $549.18 Unrealized +68.0%
CSCO CISCO SYS INC 0.8%
Value ($000) $2,637 Shares 44,544 Est. Cost $39.17 Unrealized +41.4%
PEP PEPSICO INC 0.8%
Value ($000) $2,413 Shares 15,871 Est. Cost $121.94 Unrealized +28.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $2,360 Shares 5,206 Est. Cost $416.09 Unrealized +11.0%
BAC BANK AMERICA CORP 0.7%
Value ($000) $2,294 Shares 52,185 Est. Cost $30.42 Unrealized +40.8%
KO COCA COLA CO 0.7%
Value ($000) $2,229 Shares 35,807 Est. Cost $48.65 Unrealized +29.7%
MRK MERCK & CO INC 0.7%
Value ($000) $2,155 Shares 21,667 Est. Cost $76.06 Unrealized +29.8%
ADBE ADOBE INC 0.7%
Value ($000) $2,038 Shares 4,583 Est. Cost $383.10 Unrealized +29.2%
BKNG BOOKING HOLDINGS INC 0.6%
Value ($000) $1,896 Shares 382 Est. Cost $1933.58 Unrealized +146.4%
NFLX NETFLIX INC 0.6%
Value ($000) $1,817 Shares 2,038 Est. Cost $63.00 Unrealized +30.6%
ABT ABBOTT LABS 0.6%
Value ($000) $1,764 Shares 15,597 Est. Cost $77.04 Unrealized +47.1%
VBR VANGUARD INDEX FDS 0.6%
Value ($000) $1,731 Shares 8,736 Est. Cost $129.42 Unrealized
MOG/A MOOG INC 0.5%
Value ($000) $1,594 Shares 8,098 Est. Cost $79.95 Unrealized +154.9%
CRM SALESFORCE INC 0.5%
Value ($000) $1,412 Shares 4,223 Est. Cost $276.44 Unrealized +14.6%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $1,411 Shares 2,712 Est. Cost $430.27 Unrealized +27.3%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,403 Shares 9,689 Est. Cost $117.44 Unrealized +23.9%
GOOG ALPHABET INC 0.4%
Value ($000) $1,375 Shares 7,222 Est. Cost $115.46 Unrealized +52.1%
BLK BLACKROCK INC 0.4%
Value ($000) $1,273 Shares 1,242 Est. Cost $991.05 Unrealized 0.0%
TMUS T-MOBILE US INC 0.4%
Value ($000) $1,266 Shares 5,734 Est. Cost $183.96 Unrealized +21.4%
ACN ACCENTURE PLC IRELAND 0.4%
Value ($000) $1,219 Shares 3,464 Est. Cost $334.34 Unrealized +6.1%
WFC WELLS FARGO CO NEW 0.4%
Value ($000) $1,207 Shares 17,187 Est. Cost $50.63 Unrealized +31.7%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $1,089 Shares 3,719 Est. Cost $107.77 Unrealized +167.1%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $981 Shares 2,019 Est. Cost $285.37 Unrealized +84.7%
UNP UNION PAC CORP 0.3%
Value ($000) $939 Shares 4,118 Est. Cost $117.74 Unrealized +95.5%
LIN LINDE PLC 0.3%
Value ($000) $868 Shares 2,074 Est. Cost $413.09 Unrealized +8.6%
VYM VANGUARD WHITEHALL FDS 0.3%
Value ($000) $863 Shares 6,764 Est. Cost $83.72 Unrealized
MTB M & T BK CORP 0.2%
Value ($000) $779 Shares 4,142 Est. Cost $127.93 Unrealized +50.2%
ETN EATON CORP PLC 0.2%
Value ($000) $633 Shares 1,908 Est. Cost $75.03 Unrealized +362.6%
SCHG SCHWAB STRATEGIC TR 0.2%
Value ($000) $594 Shares 21,328 Est. Cost $44.07 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $518 Shares 1,746 Est. Cost $213.48 Unrealized +32.8%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $507 Shares 2,305 Est. Cost $186.64 Unrealized +15.9%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $467 Shares 3,867 Est. Cost $154.00 Unrealized -6.6%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $459 Shares 4,968 Est. Cost $70.68 Unrealized +23.1%
ITOT ISHARES TR 0.1%
Value ($000) $447 Shares 3,473 Est. Cost $84.25 Unrealized
GLW CORNING INC 0.1%
Value ($000) $446 Shares 9,381 Est. Cost $22.51 Unrealized +105.9%
NOW SERVICENOW INC 0.1%
Value ($000) $442 Shares 417 Est. Cost $176.37 Unrealized +14.9%
HYG ISHARES TR 0.1%
Value ($000) $392 Shares 4,978 Est. Cost $84.13 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $375 Shares 1,439 Est. Cost $190.99 Unrealized +49.8%
IUSG ISHARES TR 0.1%
Value ($000) $349 Shares 2,507 Est. Cost $74.93 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $347 Shares 1,015 Est. Cost $307.19 Unrealized +8.2%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $343 Shares 1,184 Est. Cost $155.61 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $334 Shares 3,443 Est. Cost $104.49 Unrealized
CSX CSX CORP 0.1%
Value ($000) $333 Shares 10,317 Est. Cost $27.69 Unrealized +21.7%
GM GENERAL MTRS CO 0.1%
Value ($000) $330 Shares 6,196 Est. Cost $39.89 Unrealized +29.7%
GLTR ABRDN PRECIOUS METALS BASKET 0.1%
Value ($000) $329 Shares 2,995 Est. Cost $83.46 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $326 Shares 1,664 Est. Cost $175.46 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $306 Shares 568 Est. Cost $476.53 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $290 Shares 1,886 Est. Cost $145.36 Unrealized +9.7%
SGOL ETFS GOLD TR 0.1%
Value ($000) $282 Shares 11,253 Est. Cost $17.12 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $280 Shares 2,420 Est. Cost $58.47 Unrealized +102.3%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $272 Shares 521 Est. Cost $298.09 Unrealized +74.7%
SPGP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $263 Shares 2,503 Est. Cost $72.18 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $259 Shares 1,355 Est. Cost $146.29 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $248 Shares 5,000 Est. Cost $34.08 Unrealized
RDDT REDDIT INC 0.1%
Value ($000) $245 Shares 1,500 Est. Cost $123.45 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $244 Shares 858 Est. Cost $83.03 Unrealized +246.9%
SYY SYSCO CORP 0.1%
Value ($000) $229 Shares 3,001 Est. Cost $53.53 Unrealized +38.1%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $219 Shares 2,034 Est. Cost $72.09 Unrealized +50.9%
SHV ISHARES TR 0.1%
Value ($000) $217 Shares 1,968 Est. Cost $110.42 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $216 Shares 538 Est. Cost $285.70 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $205 Shares 875 Est. Cost $127.90 Unrealized +94.3%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $201 Shares 3,503 Est. Cost $57.32 Unrealized +15.8%
UNM UNUM GROUP 0.1%
Value ($000) $198 Shares 2,709 Est. Cost $29.39 Unrealized +134.6%
OEF ISHARES TR 0.1%
Value ($000) $177 Shares 612 Est. Cost $195.96 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $174 Shares 481 Est. Cost $181.07 Unrealized +110.8%
IWD ISHARES TR 0.1%
Value ($000) $174 Shares 940 Est. Cost $158.94 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $171 Shares 774 Est. Cost $164.83 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $164 Shares 2,679 Est. Cost $50.46 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $163 Shares 1,295 Est. Cost $109.32 Unrealized +9.3%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $162 Shares 2,863 Est. Cost $46.24 Unrealized +13.7%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $150 Shares 3,743 Est. Cost $34.19 Unrealized +15.2%
IJK ISHARES TR 0.0%
Value ($000) $146 Shares 1,603 Est. Cost $119.36 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $143 Shares 1,600 Est. Cost $65.18 Unrealized +45.4%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $135 Shares 1,074 Est. Cost $129.08 Unrealized -5.2%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $132 Shares 259 Est. Cost $375.24 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $131 Shares 1,238 Est. Cost $101.75 Unrealized +8.3%
EMR EMERSON ELEC CO 0.0%
Value ($000) $128 Shares 1,030 Est. Cost $78.42 Unrealized +51.8%
IVW ISHARES TR 0.0%
Value ($000) $127 Shares 1,247 Est. Cost $65.42 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $122 Shares 754 Est. Cost $138.40 Unrealized +13.7%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $120 Shares 919 Est. Cost $112.39 Unrealized +15.8%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $119 Shares 452 Est. Cost $170.87 Unrealized +65.0%
FNCL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $119 Shares 1,730 Est. Cost $49.04 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value ($000) $117 Shares 188 Est. Cost $409.33 Unrealized
EIPI FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $115 Shares 5,911 Est. Cost $18.58 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $113 Shares 675 Est. Cost $130.89 Unrealized +35.3%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $111 Shares 382 Est. Cost $260.73 Unrealized +16.6%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $109 Shares 484 Est. Cost $171.97 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $108 Shares 472 Est. Cost $254.83 Unrealized -4.3%
SPSM SPDR SER TR 0.0%
Value ($000) $105 Shares 2,341 Est. Cost $43.85 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $102 Shares 885 Est. Cost $108.45 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value ($000) $102 Shares 1,333 Est. Cost $79.15 Unrealized -3.9%
FLOT ISHARES TR 0.0%
Value ($000) $100 Shares 1,966 Est. Cost $50.89 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $99 Shares 1,374 Est. Cost $68.23 Unrealized +10.0%
T AT&T INC 0.0%
Value ($000) $97 Shares 4,244 Est. Cost $16.25 Unrealized +32.4%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $96 Shares 950 Est. Cost $100.93 Unrealized +5.9%
CI THE CIGNA GROUP 0.0%
Value ($000) $94 Shares 339 Est. Cost $287.86 Unrealized +8.2%
FLRG FIDELITY COVINGTON TRUST 0.0%
Value ($000) $93 Shares 2,760 Est. Cost $33.81 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $92 Shares 3,486 Est. Cost $25.95 Unrealized -3.2%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $92 Shares 396 Est. Cost $127.20 Unrealized
ATRO ASTRONICS CORP 0.0%
Value ($000) $91 Shares 5,700 Est. Cost $10.01 Unrealized +76.0%
SHEL SHELL PLC 0.0%
Value ($000) $90 Shares 1,439 Est. Cost $55.72 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $89 Shares 141 Est. Cost $369.50 Unrealized +81.1%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $88 Shares 360 Est. Cost $244.57 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $87 Shares 226 Est. Cost $351.02 Unrealized -7.0%
ACWX ISHARES TR 0.0%
Value ($000) $86 Shares 1,650 Est. Cost $54.92 Unrealized
IXUS ISHARES TR 0.0%
Value ($000) $83 Shares 1,253 Est. Cost $72.82 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $82 Shares 427 Est. Cost $157.46 Unrealized +20.2%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $81 Shares 153 Est. Cost $241.81 Unrealized +117.7%
PAYX PAYCHEX INC 0.0%
Value ($000) $76 Shares 542 Est. Cost $88.28 Unrealized +55.5%
HON HONEYWELL INTL INC 0.0%
Value ($000) $76 Shares 336 Est. Cost $185.97 Unrealized +9.5%
DIS DISNEY WALT CO 0.0%
Value ($000) $74 Shares 666 Est. Cost $103.53 Unrealized -0.0%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $73 Shares 391 Est. Cost $170.90 Unrealized +13.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $73 Shares 607 Est. Cost $78.20 Unrealized +54.2%
OLLI OLLIES BARGAIN OUTLET HLDGS 0.0%
Value ($000) $72 Shares 659 Est. Cost $87.00 Unrealized +14.4%
UNILEVER PLC 0.0%
Value ($000) $69 Shares 1,226 Est. Cost $58.20 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $69 Shares 359 Est. Cost $117.95 Unrealized +60.9%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $69 Shares 300 Est. Cost $67.74 Unrealized +222.1%
CNC CENTENE CORP DEL 0.0%
Value ($000) $65 Shares 1,078 Est. Cost $71.76 Unrealized -13.1%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $65 Shares 1,090 Est. Cost $54.62 Unrealized +16.5%
STT STATE STR CORP 0.0%
Value ($000) $64 Shares 651 Est. Cost $72.44 Unrealized +25.9%
MO ALTRIA GROUP INC 0.0%
Value ($000) $63 Shares 1,206 Est. Cost $33.97 Unrealized +43.7%
KELLANOVA 0.0%
Value ($000) $61 Shares 751 Est. Cost $51.54 Unrealized +51.7%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $60 Shares 300 Est. Cost $151.31 Unrealized +35.0%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $60 Shares 163 Est. Cost $153.10 Unrealized +157.0%
HPQ HP INC 0.0%
Value ($000) $53 Shares 1,634 Est. Cost $27.18 Unrealized +25.8%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $50 Shares 551 Est. Cost $73.10 Unrealized +27.3%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $50 Shares 2,706 Est. Cost $29.71 Unrealized
SPYG SPDR SER TR 0.0%
Value ($000) $50 Shares 569 Est. Cost $85.49 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $50 Shares 100 Est. Cost $382.33 Unrealized +31.6%
GLD SPDR GOLD TR 0.0%
Value ($000) $48 Shares 200 Est. Cost $168.01 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $48 Shares 499 Est. Cost $80.16 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $48 Shares 179 Est. Cost $216.94 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $47 Shares 458 Est. Cost $55.59 Unrealized +91.4%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $45 Shares 893 Est. Cost $56.71 Unrealized -8.7%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $45 Shares 244 Est. Cost $217.34 Unrealized -8.7%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $43 Shares 600 Est. Cost $63.08 Unrealized +10.7%
IWO ISHARES TR 0.0%
Value ($000) $43 Shares 149 Est. Cost $311.94 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $42 Shares 677 Est. Cost $138.02 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $41 Shares 501 Est. Cost $61.52 Unrealized +37.4%
SPYM SPDR SER TR 0.0%
Value ($000) $41 Shares 597 Est. Cost $68.94 Unrealized
PLOW DOUGLAS DYNAMICS INC 0.0%
Value ($000) $41 Shares 1,715 Est. Cost $43.90 Unrealized -42.3%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $40 Shares 590 Est. Cost $41.18 Unrealized +80.6%
IWP ISHARES TR 0.0%
Value ($000) $40 Shares 315 Est. Cost $116.00 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $40 Shares 835 Est. Cost $52.02 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $40 Shares 335 Est. Cost $104.48 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $39 Shares 2,001 Est. Cost $20.11 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $39 Shares 313 Est. Cost $144.67 Unrealized -9.2%
C CITIGROUP INC 0.0%
Value ($000) $39 Shares 551 Est. Cost $54.28 Unrealized +20.4%
EIS ISHARES INC 0.0%
Value ($000) $39 Shares 500 Est. Cost $70.00 Unrealized
EVERI HLDGS INC 0.0%
Value ($000) $37 Shares 2,725 Est. Cost $16.15 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $37 Shares 193 Est. Cost $181.99 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $36 Shares 417 Est. Cost $112.17 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $36 Shares 405 Est. Cost $91.75 Unrealized -5.5%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $35 Shares 61 Est. Cost $475.08 Unrealized +14.7%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $34 Shares 105 Est. Cost $326.67 Unrealized -4.0%
BP BP PLC 0.0%
Value ($000) $33 Shares 1,126 Est. Cost $34.57 Unrealized
IT GARTNER INC 0.0%
Value ($000) $31 Shares 65 Est. Cost $222.79 Unrealized +131.4%
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $31 Shares 194 Est. Cost $155.91 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $31 Shares 275 Est. Cost $90.92 Unrealized +34.2%
IWY ISHARES TR 0.0%
Value ($000) $31 Shares 133 Est. Cost $158.43 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $31 Shares 129 Est. Cost $154.78 Unrealized +58.2%
LOW LOWES COS INC 0.0%
Value ($000) $31 Shares 124 Est. Cost $183.71 Unrealized +42.4%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $30 Shares 339 Est. Cost $102.66 Unrealized
WSO WATSCO INC 0.0%
Value ($000) $30 Shares 63 Est. Cost $286.30 Unrealized +76.9%
EMB ISHARES TR 0.0%
Value ($000) $30 Shares 335 Est. Cost $111.64 Unrealized
IRM IRON MTN INC DEL 0.0%
Value ($000) $29 Shares 275 Est. Cost $102.07 Unrealized +10.5%
ZROZ PIMCO ETF TR 0.0%
Value ($000) $29 Shares 416 Est. Cost $96.40 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $28 Shares 50 Est. Cost $507.38 Unrealized
AS AMER SPORTS INC 0.0%
Value ($000) $28 Shares 1,007 Est. Cost $21.97 Unrealized +0.3%
FISV FISERV INC 0.0%
Value ($000) $28 Shares 136 Est. Cost $126.60 Unrealized +61.3%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $28 Shares 131 Est. Cost $158.87 Unrealized +36.5%
VST VISTRA CORP 0.0%
Value ($000) $28 Shares 200 Est. Cost $137.88 Unrealized 0.0%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $27 Shares 478 Est. Cost $67.99 Unrealized -13.4%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $27 Shares 130 Est. Cost $205.39 Unrealized +14.2%
SHY ISHARES TR 0.0%
Value ($000) $26 Shares 323 Est. Cost $81.28 Unrealized
UTWO RBB FD INC 0.0%
Value ($000) $26 Shares 543 Est. Cost $49.08 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $26 Shares 78 Est. Cost $158.94 Unrealized +96.2%
REAVES UTIL INCOME FD 0.0%
Value ($000) $26 Shares 809 Est. Cost $33.39 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $25 Shares 40 Est. Cost $560.34 Unrealized +16.9%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $25 Shares 136 Est. Cost $114.57 Unrealized +41.9%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $25 Shares 292 Est. Cost $71.80 Unrealized +36.7%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $24 Shares 366 Est. Cost $74.12 Unrealized -2.0%
VDE VANGUARD WORLD FD 0.0%
Value ($000) $24 Shares 200 Est. Cost $84.53 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $24 Shares 540 Est. Cost $71.10 Unrealized -24.5%
IEMG ISHARES INC 0.0%
Value ($000) $23 Shares 448 Est. Cost $57.41 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $23 Shares 180 Est. Cost $77.15 Unrealized +95.2%
CPRT COPART INC 0.0%
Value ($000) $23 Shares 400 Est. Cost $37.61 Unrealized +51.4%
ENTG ENTEGRIS INC 0.0%
Value ($000) $23 Shares 230 Est. Cost $112.78 Unrealized -7.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $22 Shares 225 Est. Cost $105.49 Unrealized -3.0%
NI NISOURCE INC 0.0%
Value ($000) $22 Shares 600 Est. Cost $26.15 Unrealized +33.2%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $22 Shares 56 Est. Cost $498.37 Unrealized -22.3%
RIVERNORTH MANAGED DUR MUN I 0.0%
Value ($000) $22 Shares 1,500 Est. Cost $14.41 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $21 Shares 232 Est. Cost $71.71 Unrealized +37.1%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $21 Shares 75 Est. Cost $249.92 Unrealized +10.5%
BSCS INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $21 Shares 1,057 Est. Cost $19.62 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $20 Shares 91 Est. Cost $247.20 Unrealized +0.2%
EATON VANCE LTD DURATION INC 0.0%
Value ($000) $20 Shares 2,082 Est. Cost $9.51 Unrealized
FLAHERTY & CRUMRINE PFD INCO 0.0%
Value ($000) $20 Shares 2,213 Est. Cost $10.26 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $20 Shares 715 Est. Cost $29.95 Unrealized -11.7%
RPM RPM INTL INC 0.0%
Value ($000) $19 Shares 155 Est. Cost $93.06 Unrealized +41.7%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $18 Shares 562 Est. Cost $59.35 Unrealized -38.6%
HSY HERSHEY CO 0.0%
Value ($000) $18 Shares 108 Est. Cost $151.38 Unrealized +14.2%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $18 Shares 50 Est. Cost $343.30 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $18 Shares 659 Est. Cost $42.54 Unrealized
RBC RBC BEARINGS INC 0.0%
Value ($000) $18 Shares 60 Est. Cost $197.53 Unrealized +55.9%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $18 Shares 151 Est. Cost $77.49 Unrealized +48.2%
BSCU INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $17 Shares 1,060 Est. Cost $15.96 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $17 Shares 200 Est. Cost $66.20 Unrealized +26.7%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $17 Shares 57 Est. Cost $315.96 Unrealized 0.0%
HLN HALEON PLC 0.0%
Value ($000) $16 Shares 1,714 Est. Cost $6.45 Unrealized
LAD LITHIA MTRS INC 0.0%
Value ($000) $16 Shares 45 Est. Cost $361.63 Unrealized -2.6%
CB CHUBB LIMITED 0.0%
Value ($000) $16 Shares 58 Est. Cost $155.25 Unrealized +81.2%
RBA RB GLOBAL INC 0.0%
Value ($000) $16 Shares 175 Est. Cost $56.38 Unrealized +58.7%
EXPO EXPONENT INC 0.0%
Value ($000) $15 Shares 170 Est. Cost $88.68 Unrealized +11.6%
SAM BOSTON BEER INC 0.0%
Value ($000) $15 Shares 50 Est. Cost $1122.26 Unrealized -73.1%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $15 Shares 800 Est. Cost $18.38 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $14 Shares 701 Est. Cost $22.64 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $14 Shares 71 Est. Cost $129.61 Unrealized +62.9%
IWR ISHARES TR 0.0%
Value ($000) $14 Shares 160 Est. Cost $78.91 Unrealized
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $14 Shares 24 Est. Cost $424.94 Unrealized +42.2%
TGT TARGET CORP 0.0%
Value ($000) $14 Shares 102 Est. Cost $156.63 Unrealized -12.7%
NVS NOVARTIS AG 0.0%
Value ($000) $14 Shares 140 Est. Cost $86.50 Unrealized
CSM PROSHARES TR 0.0%
Value ($000) $14 Shares 206 Est. Cost $82.42 Unrealized
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $13 Shares 28 Est. Cost $313.37 Unrealized +49.7%
IBB ISHARES TR 0.0%
Value ($000) $13 Shares 101 Est. Cost $164.03 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $13 Shares 81 Est. Cost $191.71 Unrealized -6.5%
CCI CROWN CASTLE INC 0.0%
Value ($000) $12 Shares 135 Est. Cost $150.03 Unrealized -34.6%
TJX TJX COS INC NEW 0.0%
Value ($000) $12 Shares 100 Est. Cost $86.16 Unrealized +36.6%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $12 Shares 902 Est. Cost $43.33 Unrealized -73.4%
BSMR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $12 Shares 500 Est. Cost $24.00 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $12 Shares 63 Est. Cost $123.66 Unrealized
NDSN NORDSON CORP 0.0%
Value ($000) $12 Shares 55 Est. Cost $201.02 Unrealized +20.7%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $11 Shares 50 Est. Cost $224.29 Unrealized +0.4%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $11 Shares 50 Est. Cost $147.75 Unrealized +48.8%
BURL BURLINGTON STORES INC 0.0%
Value ($000) $11 Shares 39 Est. Cost $318.32 Unrealized -15.1%
TTC TORO CO 0.0%
Value ($000) $11 Shares 135 Est. Cost $109.93 Unrealized -23.7%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $11 Shares 142 Est. Cost $73.10 Unrealized +2.3%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $10 Shares 113 Est. Cost $73.04 Unrealized +27.5%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $10 Shares 280 Est. Cost $14.08 Unrealized +181.8%
EATON VANCE MUN BD FD 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $10.12 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $10 Shares 447 Est. Cost $22.78 Unrealized
POOL POOL CORP 0.0%
Value ($000) $10 Shares 30 Est. Cost $398.28 Unrealized -10.1%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $10 Shares 83 Est. Cost $139.37 Unrealized -7.3%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $10 Shares 1,057 Est. Cost $52.41 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $10 Shares 503 Est. Cost $21.87 Unrealized
GGG GRACO INC 0.0%
Value ($000) $10 Shares 115 Est. Cost $70.76 Unrealized +20.4%
HEI HEICO CORP NEW 0.0%
Value ($000) $10 Shares 40 Est. Cost $137.98 Unrealized +87.8%
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $9 Shares 190 Est. Cost $62.15 Unrealized
IVLU ISHARES TR 0.0%
Value ($000) $9 Shares 350 Est. Cost $29.53 Unrealized
PFXF VANECK ETF TRUST 0.0%
Value ($000) $9 Shares 533 Est. Cost $21.75 Unrealized
INTU INTUIT 0.0%
Value ($000) $9 Shares 15 Est. Cost $553.83 Unrealized +14.6%
HUBS HUBSPOT INC 0.0%
Value ($000) $9 Shares 13 Est. Cost $756.48 Unrealized -15.0%
IVOL KRANESHARES TRUST 0.0%
Value ($000) $9 Shares 500 Est. Cost $28.49 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $9 Shares 64 Est. Cost $126.39 Unrealized
MET METLIFE INC 0.0%
Value ($000) $9 Shares 107 Est. Cost $71.87 Unrealized +12.2%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $9 Shares 49 Est. Cost $98.23 Unrealized +73.7%
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $9 Shares 142 Est. Cost $51.87 Unrealized +18.2%
SUI SUN CMNTYS INC 0.0%
Value ($000) $9 Shares 70 Est. Cost $170.92 Unrealized
GLRE GREENLIGHT CAPITAL RE LTD 0.0%
Value ($000) $8 Shares 600 Est. Cost $9.16 Unrealized +54.9%
FLL FULL HSE RESORTS INC 0.0%
Value ($000) $8 Shares 2,000 Est. Cost $5.46 Unrealized -13.6%
PODD INSULET CORP 0.0%
Value ($000) $8 Shares 31 Est. Cost $269.68 Unrealized -6.6%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $8 Shares 167 Est. Cost $48.34 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $8 Shares 255 Est. Cost $29.11 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $8 Shares 100 Est. Cost $83.84 Unrealized 0.0%
BG BUNGE GLOBAL SA 0.0%
Value ($000) $8 Shares 102 Est. Cost $97.91 Unrealized -13.7%
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $8 Shares 239 Est. Cost $87.87 Unrealized
JHG JANUS HENDERSON GROUP PLC 0.0%
Value ($000) $8 Shares 186 Est. Cost $27.63 Unrealized +53.4%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $8 Shares 101 Est. Cost $47.96 Unrealized +69.2%
FIVE FIVE BELOW INC 0.0%
Value ($000) $8 Shares 75 Est. Cost $190.98 Unrealized -49.9%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $8 Shares 66 Est. Cost $116.52 Unrealized +0.2%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $8 Shares 28 Est. Cost $175.56 Unrealized +57.3%
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $8 Shares 34 Est. Cost $449.61 Unrealized -42.7%
FAST FASTENAL CO 0.0%
Value ($000) $8 Shares 106 Est. Cost $23.29 Unrealized +63.8%
BIO BIO RAD LABS INC 0.0%
Value ($000) $8 Shares 23 Est. Cost $608.62 Unrealized -44.2%
GLOB GLOBANT S A 0.0%
Value ($000) $8 Shares 35 Est. Cost $219.78 Unrealized -0.7%
FTV FORTIVE CORP 0.0%
Value ($000) $8 Shares 100 Est. Cost $57.10 Unrealized 0.0%
SGDM SPROTT ETF TRUST 0.0%
Value ($000) $7 Shares 266 Est. Cost $27.59 Unrealized
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $7 Shares 125 Est. Cost $41.56 Unrealized +28.3%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $86.34 Unrealized -12.5%
HIGHLAND GLOBAL ALLOCATION F 0.0%
Value ($000) $7 Shares 1,041 Est. Cost $6.81 Unrealized
EPAM EPAM SYS INC 0.0%
Value ($000) $7 Shares 30 Est. Cost $468.62 Unrealized -52.5%
STAG STAG INDL INC 0.0%
Value ($000) $7 Shares 206 Est. Cost $38.83 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $7 Shares 85 Est. Cost $52.33 Unrealized +60.4%
IJT ISHARES TR 0.0%
Value ($000) $7 Shares 51 Est. Cost $122.42 Unrealized
VFC V F CORP 0.0%
Value ($000) $7 Shares 318 Est. Cost $83.35 Unrealized -75.6%
KR KROGER CO 0.0%
Value ($000) $7 Shares 111 Est. Cost $34.11 Unrealized +68.1%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $7 Shares 200 Est. Cost $43.68 Unrealized -28.9%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $7 Shares 24 Est. Cost $280.08 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $7 Shares 78 Est. Cost $90.78 Unrealized
BLACKROCK CORE BD TR 0.0%
Value ($000) $7 Shares 633 Est. Cost $15.99 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $7 Shares 84 Est. Cost $71.23 Unrealized +19.1%
BOTZ GLOBAL X FDS 0.0%
Value ($000) $7 Shares 205 Est. Cost $31.95 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $6 Shares 71 Est. Cost $92.99 Unrealized +1.0%
BARNES GROUP INC 0.0%
Value ($000) $6 Shares 135 Est. Cost $37.16 Unrealized
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value ($000) $6 Shares 71 Est. Cost $90.32 Unrealized +0.1%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $6 Shares 26 Est. Cost $230.61 Unrealized
KWR QUAKER HOUGHTON 0.0%
Value ($000) $6 Shares 44 Est. Cost $239.17 Unrealized -34.0%
CGNX COGNEX CORP 0.0%
Value ($000) $6 Shares 170 Est. Cost $78.52 Unrealized -50.6%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $6 Shares 274 Est. Cost $12.51 Unrealized +55.0%
MHK MOHAWK INDS INC 0.0%
Value ($000) $6 Shares 50 Est. Cost $88.68 Unrealized +57.6%
TSN TYSON FOODS INC 0.0%
Value ($000) $6 Shares 102 Est. Cost $49.91 Unrealized +16.3%
ARKW ARK ETF TR 0.0%
Value ($000) $6 Shares 51 Est. Cost $158.40 Unrealized
ICUI ICU MED INC 0.0%
Value ($000) $5 Shares 35 Est. Cost $205.72 Unrealized -17.8%
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 185 Est. Cost $32.27 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $5 Shares 40 Est. Cost $119.72 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $5 Shares 83 Est. Cost $58.64 Unrealized +9.3%
RPD RAPID7 INC 0.0%
Value ($000) $5 Shares 130 Est. Cost $84.22 Unrealized -51.8%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $5 Shares 575 Est. Cost $22.64 Unrealized -57.4%
VOYA INFRASTRUCTURE INDLS & 0.0%
Value ($000) $5 Shares 511 Est. Cost $10.19 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $5 Shares 24 Est. Cost $278.75 Unrealized -21.1%
NOBL PROSHARES TR 0.0%
Value ($000) $5 Shares 50 Est. Cost $95.20 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $5 Shares 65 Est. Cost $29.35 Unrealized +15.3%
Z ZILLOW GROUP INC 0.0%
Value ($000) $5 Shares 66 Est. Cost $53.70 Unrealized +33.1%
VFH VANGUARD WORLD FD 0.0%
Value ($000) $5 Shares 41 Est. Cost $88.89 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $5 Shares 272 Est. Cost $14.38 Unrealized 0.0%
NKE NIKE INC 0.0%
Value ($000) $5 Shares 62 Est. Cost $97.64 Unrealized -21.7%
MFS MULTIMARKET INCOME TR 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $4.63 Unrealized
ULCC FRONTIER GROUP HLDGS INC 0.0%
Value ($000) $4 Shares 621 Est. Cost $8.98 Unrealized -30.5%
AMX AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $4 Shares 300 Est. Cost $21.05 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $4 Shares 200 Est. Cost $13.75 Unrealized +48.6%
TOST TOAST INC 0.0%
Value ($000) $4 Shares 116 Est. Cost $35.14 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $4 Shares 15 Est. Cost $139.03 Unrealized +95.3%
TRIP TRIPADVISOR INC 0.0%
Value ($000) $4 Shares 276 Est. Cost $21.69 Unrealized -32.6%
BTG B2GOLD CORP 0.0%
Value ($000) $4 Shares 1,661 Est. Cost $2.80 Unrealized +2.6%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $4 Shares 90 Est. Cost $43.97 Unrealized
VNO VORNADO RLTY TR 0.0%
Value ($000) $4 Shares 94 Est. Cost $46.42 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $4 Shares 40 Est. Cost $146.61 Unrealized -30.7%
VTRS VIATRIS INC 0.0%
Value ($000) $4 Shares 293 Est. Cost $11.87 Unrealized -1.9%
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $3 Shares 73 Est. Cost $63.61 Unrealized -37.8%
DINO HF SINCLAIR CORP 0.0%
Value ($000) $3 Shares 96 Est. Cost $38.65 Unrealized 0.0%
DFAE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $3 Shares 125 Est. Cost $27.42 Unrealized
EPR EPR PPTYS 0.0%
Value ($000) $3 Shares 68 Est. Cost $58.82 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $3 Shares 21 Est. Cost $114.24 Unrealized +20.2%
AHCO ADAPTHEALTH CORP 0.0%
Value ($000) $3 Shares 315 Est. Cost $18.40 Unrealized -45.0%
GT GOODYEAR TIRE & RUBR CO 0.0%
Value ($000) $3 Shares 329 Est. Cost $17.75 Unrealized -48.5%
WU WESTERN UN CO 0.0%
Value ($000) $3 Shares 276 Est. Cost $18.12 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $3 Shares 50 Est. Cost $57.42 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $3 Shares 19 Est. Cost $156.24 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $3 Shares 38 Est. Cost $69.99 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $277.38 Unrealized +68.9%
POWW AMMO INC 0.0%
Value ($000) $3 Shares 2,457 Est. Cost $2.10 Unrealized -43.3%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $3 Shares 16 Est. Cost $170.91 Unrealized 0.0%
PII POLARIS INC 0.0%
Value ($000) $3 Shares 45 Est. Cost $124.26 Unrealized -44.0%
NET CLOUDFLARE INC 0.0%
Value ($000) $3 Shares 24 Est. Cost $82.78 Unrealized +18.0%
CCL CARNIVAL CORP 0.0%
Value ($000) $3 Shares 103 Est. Cost $14.59 Unrealized +60.4%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $3 Shares 13 Est. Cost $210.89 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $3 Shares 30 Est. Cost $168.36 Unrealized
PIXELWORKS INC 0.0%
Value ($000) $3 Shares 1,120 Est. Cost $2.58 Unrealized
STM STMICROELECTRONICS N V 0.0%
Value ($000) $2 Shares 100 Est. Cost $40.00 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $2 Shares 12 Est. Cost $222.56 Unrealized 0.0%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $2 Shares 9 Est. Cost $263.33 Unrealized
INVX INNOVEX INTERNATIONAL INC 0.0%
Value ($000) $2 Shares 170 Est. Cost $16.05 Unrealized -6.6%
KSS KOHLS CORP 0.0%
Value ($000) $2 Shares 169 Est. Cost $28.21 Unrealized -38.9%
ARI APOLLO COML REAL EST FIN INC 0.0%
Value ($000) $2 Shares 265 Est. Cost $15.09 Unrealized
KLG WK KELLOGG CO 0.0%
Value ($000) $2 Shares 124 Est. Cost $13.14 Unrealized
METV LISTED FD TR 0.0%
Value ($000) $2 Shares 150 Est. Cost $13.33 Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $2 Shares 45 Est. Cost $47.44 Unrealized +3.0%
PSEC PROSPECT CAP CORP 0.0%
Value ($000) $2 Shares 500 Est. Cost $4.69 Unrealized -16.7%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $2 Shares 174 Est. Cost $32.98 Unrealized -60.3%
HYMB SPDR SER TR 0.0%
Value ($000) $2 Shares 82 Est. Cost $26.28 Unrealized
MGV VANGUARD WORLD FD 0.0%
Value ($000) $2 Shares 16 Est. Cost $124.94 Unrealized
PENN PENN ENTERTAINMENT INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $84.25 Unrealized -76.7%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $2 Shares 53 Est. Cost $36.26 Unrealized +10.3%
DLTH DULUTH HLDGS INC 0.0%
Value ($000) $2 Shares 591 Est. Cost $16.50 Unrealized -78.0%
KOPN KOPIN CORP 0.0%
Value ($000) $2 Shares 1,329 Est. Cost $1.62 Unrealized -40.8%
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $2 Shares 214 Est. Cost $24.18 Unrealized -61.9%
MRNA MODERNA INC 0.0%
Value ($000) $2 Shares 42 Est. Cost $205.06 Unrealized -76.7%
DXCM DEXCOM INC 0.0%
Value ($000) $2 Shares 22 Est. Cost $75.14 Unrealized -1.5%
IJS ISHARES TR 0.0%
Value ($000) $2 Shares 15 Est. Cost $107.67 Unrealized
GTM ZOOMINFO TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 150 Est. Cost $66.94 Unrealized -84.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $60.27 Unrealized 0.0%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $1 Shares 27 Est. Cost $46.36 Unrealized +10.7%
HAL HALLIBURTON CO 0.0%
Value ($000) $1 Shares 48 Est. Cost $28.28 Unrealized 0.0%
BEP BROOKFIELD RENEWABLE PARTNER 0.0%
Value ($000) $1 Shares 51 Est. Cost $39.22 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $347.16 Unrealized -73.7%
UE URBAN EDGE PPTYS 0.0%
Value ($000) $1 Shares 47 Est. Cost $19.68 Unrealized
IGV ISHARES TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $169.60 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $214.15 Unrealized +8.3%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $216.92 Unrealized +0.4%
GCOW PACER FDS TR 0.0%
Value ($000) $1 Shares 25 Est. Cost $33.76 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $1 Shares 2 Est. Cost $410.50 Unrealized
ERIC TELEFONAKTIEBOLAGET LM ERICS 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $480.37 Unrealized -3.5%
NERD LISTED FD TR 0.0%
Value ($000) $1 Shares 39 Est. Cost $26.04 Unrealized
KVUE KENVUE INC 0.0%
Value ($000) $1 Shares 36 Est. Cost $19.64 Unrealized +10.4%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $1 Shares 4 Est. Cost $127.28 Unrealized +36.3%
CTAS CINTAS CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $190.88 Unrealized +9.1%
JBGS JBG SMITH PPTYS 0.0%
Value ($000) $1 Shares 47 Est. Cost $31.25 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $74.98 Unrealized 0.0%
ALIT ALIGHT INC 0.0%
Value ($000) $1 Shares 104 Est. Cost $10.04 Unrealized -30.1%
USB US BANCORP DEL 0.0%
Value ($000) $1 Shares 15 Est. Cost $47.72 Unrealized -2.3%
URI UNITED RENTALS INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $710.77 Unrealized +13.2%
ARKG ARK ETF TR 0.0%
Value ($000) $1 Shares 28 Est. Cost $107.14 Unrealized
FG F&G ANNUITIES & LIFE INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $21.49 Unrealized +98.8%
SOXX ISHARES TR 0.0%
Value ($000) $1 Shares 3 Est. Cost $575.51 Unrealized
PATH UIPATH INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $36.61 Unrealized -63.9%
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $1 Shares 2 Est. Cost $275.04 Unrealized +10.0%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1 Shares 8 Est. Cost $78.13 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $1 Shares 10 Est. Cost $45.04 Unrealized +29.5%
PCG PG&E CORP 0.0%
Value ($000) $1 Shares 30 Est. Cost $18.53 Unrealized +8.8%
ETSY ETSY INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $185.07 Unrealized -71.2%
MCK MCKESSON CORP 0.0%
Value ($000) $1 Shares 1 Est. Cost $553.37 Unrealized +0.7%
WAB WABTEC 0.0%
Value ($000) $1 Shares 3 Est. Cost $172.81 Unrealized +11.4%
PAVE GLOBAL X FDS 0.0%
Value ($000) $1 Shares 14 Est. Cost $40.43 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $1 Shares 1 Est. Cost $478.00 Unrealized +3.1%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $78.83 Unrealized +11.7%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $30.69 Unrealized +89.8%
DVY ISHARES TR 0.0%
Value ($000) $1 Shares 4 Est. Cost $135.25 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $1 Shares 3 Est. Cost $147.59 Unrealized +12.2%
MCO MOODYS CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $458.71 Unrealized +3.1%
KKR KKR & CO INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $117.42 Unrealized +24.2%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $344.92 Unrealized +7.2%
SFIX STITCH FIX INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $51.20 Unrealized -92.8%
HRB BLOCK H & R INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $57.15 Unrealized -0.8%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $71.78 Unrealized -0.5%
ZM ZOOM COMMUNICATIONS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $333.04 Unrealized -76.4%
PSFE PAYSAFE LIMITED 0.0%
Value ($000) $0 Shares 23 Est. Cost $16.16 Unrealized +25.3%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 17 Est. Cost $25.75 Unrealized -8.9%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $33.64 Unrealized -3.2%
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value ($000) $0 Shares 5 Est. Cost $73.42 Unrealized +1.6%
GEN GEN DIGITAL INC 0.0%
Value ($000) $0 Shares 14 Est. Cost $25.05 Unrealized +12.5%
HEI/A HEICO CORP NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $189.29 Unrealized +6.4%
ROKU ROKU INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $353.72 Unrealized -78.6%
LMND LEMONADE INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $22.73 Unrealized +40.5%
SYK STRYKER CORPORATION 0.0%
Value ($000) $0 Shares 1 Est. Cost $340.46 Unrealized +7.6%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $84.00 Unrealized +17.9%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $0 Shares 12 Est. Cost $19.86 Unrealized +25.3%
VPU VANGUARD WORLD FD 0.0%
Value ($000) $0 Shares 2 Est. Cost $163.50 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $51.16 Unrealized +5.6%
FDX FEDEX CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $240.22 Unrealized +13.1%
PWR QUANTA SVCS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $263.91 Unrealized +21.7%
TFC TRUIST FINL CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $39.58 Unrealized +6.9%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $276.46 Unrealized +5.2%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $72.24 Unrealized +1.4%
RUN SUNRUN INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $48.29 Unrealized -74.3%
RS RELIANCE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $286.37 Unrealized +3.6%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $0 Shares 7 Est. Cost $42.68 Unrealized -5.1%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $179.84 Unrealized +12.9%
VMC VULCAN MATLS CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $245.85 Unrealized +8.5%
SAP SAP SE 0.0%
Value ($000) $0 Shares 1 Est. Cost $236.00 Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $102.84 Unrealized 0.0%
EVRG EVERGY INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $55.06 Unrealized +7.4%
FSLY FASTLY INC 0.0%
Value ($000) $0 Shares 26 Est. Cost $56.82 Unrealized -85.4%
RYAAY RYANAIR HOLDINGS PLC 0.0%
Value ($000) $0 Shares 6 Est. Cost $41.67 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $0 Shares 3 Est. Cost $75.98 Unrealized +3.9%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $0 Shares 1 Est. Cost $191.85 Unrealized +17.0%
RDN RADIAN GROUP INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $33.21 Unrealized -1.1%
RRX REGAL REXNORD CORPORATION 0.0%
Value ($000) $0 Shares 1 Est. Cost $154.47 Unrealized +9.4%
API AGORA INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $40.00 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $168.87 Unrealized +14.0%
OVV OVINTIV INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $43.23 Unrealized -3.7%
SIXG ETF SER SOLUTIONS 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $131.41 Unrealized +30.1%
AME AMETEK INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $165.34 Unrealized +9.3%
AEE AMEREN CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $76.79 Unrealized +12.7%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $54.38 Unrealized +7.3%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $146.88 Unrealized +16.6%
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $0 Shares 1 Est. Cost $139.75 Unrealized +18.3%
SRE SEMPRA 0.0%
Value ($000) $0 Shares 2 Est. Cost $62.68 Unrealized +34.5%
BX BLACKSTONE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $133.67 Unrealized +26.3%
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $0 Shares 37 Est. Cost $5.16 Unrealized
CF CF INDS HLDGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $74.85 Unrealized +12.5%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $0 Shares 2 Est. Cost $76.36 Unrealized +11.7%
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $0 Shares 3 Est. Cost $49.00 Unrealized
F FORD MTR CO 0.0%
Value ($000) $0 Shares 16 Est. Cost $10.44 Unrealized -5.4%
FLUT FLUTTER ENTMT PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $207.59 Unrealized +21.6%
NLOP NET LEASE OFFICE PROPERTIES 0.0%
Value ($000) $0 Shares 5 Est. Cost $30.80 Unrealized
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $114.48 Unrealized +29.8%
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $144.67 Unrealized +3.4%
HUYA HUYA INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $20.00 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $134.00 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $145.34 Unrealized -0.2%
MAS MASCO CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $74.05 Unrealized +5.9%
SNAP SNAP INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $11.41 Unrealized -1.2%
MFG MIZUHO FINANCIAL GROUP INC 0.0%
Value ($000) $0 Shares 29 Est. Cost $4.21 Unrealized
BOC BOSTON OMAHA CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $29.06 Unrealized -48.8%
YUM YUM BRANDS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $129.38 Unrealized +2.2%
CVNA CARVANA CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $143.59 Unrealized +56.4%
USFD US FOODS HLDG CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $55.96 Unrealized +17.3%
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $104.76 Unrealized +21.1%
ILMN ILLUMINA INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $123.37 Unrealized +15.4%
ABNB AIRBNB INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $130.14 Unrealized +3.5%
CBRE CBRE GROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $109.03 Unrealized +20.1%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $38.41 Unrealized +10.5%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $13.43 Unrealized +17.0%
UDR UDR INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $40.60 Unrealized +4.2%
MMM 3M CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $119.14 Unrealized +7.8%
TTD THE TRADE DESK INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $99.77 Unrealized +24.0%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $20.60 Unrealized +14.2%
CXT CRANE NXT CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $57.15 Unrealized -0.9%
XYL XYLEM INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $131.61 Unrealized -5.2%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $100.51 Unrealized +9.8%
SMFG SUMITOMO MITSUI FINL GROUP I 0.0%
Value ($000) $0 Shares 8 Est. Cost $12.38 Unrealized
ASIX ADVANSIX INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $35.22 Unrealized -17.1%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $102.19 Unrealized +6.7%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $0 Shares 2 Est. Cost $51.50 Unrealized +8.1%
EMBJ EMBRAER S.A. 0.0%
Value ($000) $0 Shares 3 Est. Cost $35.67 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $89.95 Unrealized +21.4%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $107.07 Unrealized +6.2%
WMB WILLIAMS COS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $41.76 Unrealized +23.8%
SYSTEM1 INC 0.0%
Value ($000) $0 Shares 115 Est. Cost $17.39 Unrealized
VIK VIKING HOLDINGS LTD 0.0%
Value ($000) $0 Shares 2 Est. Cost $34.22 Unrealized +24.0%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $46.29 Unrealized +82.6%
LYFT LYFT INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $11.94 Unrealized +24.1%
OSK OSHKOSH CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $101.39 Unrealized +0.9%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $38.59 Unrealized +11.2%
VSCO VICTORIAS SECRET AND CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $21.19 Unrealized +66.7%
SONY SONY GROUP CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $34.13 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $48.40 Unrealized -7.8%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $64.56 Unrealized +14.3%
NOG NORTHERN OIL & GAS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $38.15 Unrealized +2.7%
PUBM PUBMATIC INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $17.93 Unrealized -13.6%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $14.30 Unrealized +103.5%
SG SWEETGREEN INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $30.36 Unrealized +22.7%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $0 Shares 1 Est. Cost $47.22 Unrealized +27.2%
GH GUARDANT HEALTH INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $28.30 Unrealized -0.6%
VTR VENTAS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $55.96 Unrealized +8.4%
KEY KEYCORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $14.86 Unrealized +14.3%
KARYOPHARM THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 48 Est. Cost $0.88 Unrealized