West Branch Capital LLC Diversified Active

CIK: 0001738723 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 16, 2025

Total Value ($000): $338,137 (100.0% shares, 0.0% debt)

Holdings (472)

NVDA NVIDIA CORPORATION 10.1%
Value ($000) $34,183 Shares 216,361 Est. Cost $92.95 Unrealized +35.4%
AAPL APPLE INC 9.3%
Value ($000) $31,312 Shares 152,615 Est. Cost $101.81 Unrealized +97.8%
MSFT MICROSOFT CORP 8.1%
Value ($000) $27,553 Shares 55,393 Est. Cost $175.13 Unrealized +146.9%
AMZN AMAZON COM INC 5.8%
Value ($000) $19,728 Shares 89,922 Est. Cost $134.48 Unrealized +47.2%
SPY SPDR S&P 500 ETF TR 5.3%
Value ($000) $17,984 Shares 29,107 Est. Cost $352.67 Unrealized
GOOGL ALPHABET INC 4.6%
Value ($000) $15,548 Shares 88,227 Est. Cost $113.95 Unrealized +43.3%
MOG/B MOOG INC 3.2%
Value ($000) $10,879 Shares 60,114 Est. Cost $80.08 Unrealized +113.9%
PG PROCTER AND GAMBLE CO 3.0%
Value ($000) $10,088 Shares 63,321 Est. Cost $123.27 Unrealized +30.4%
JPM JPMORGAN CHASE & CO. 2.9%
Value ($000) $9,832 Shares 33,914 Est. Cost $107.49 Unrealized +135.0%
ORCL ORACLE CORP 2.6%
Value ($000) $8,838 Shares 40,425 Est. Cost $68.32 Unrealized +135.4%
AVGO BROADCOM INC 2.6%
Value ($000) $8,695 Shares 31,545 Est. Cost $159.36 Unrealized +35.5%
META META PLATFORMS INC 2.4%
Value ($000) $7,982 Shares 10,814 Est. Cost $464.74 Unrealized +32.7%
V VISA INC 2.2%
Value ($000) $7,508 Shares 21,147 Est. Cost $177.43 Unrealized +95.6%
WMT WALMART INC 2.1%
Value ($000) $7,256 Shares 74,209 Est. Cost $55.40 Unrealized +71.1%
LLY ELI LILLY & CO 1.9%
Value ($000) $6,418 Shares 8,233 Est. Cost $557.91 Unrealized +38.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.7%
Value ($000) $5,683 Shares 11,700 Est. Cost $463.99 Unrealized +9.5%
IVV ISHARES TR 1.7%
Value ($000) $5,626 Shares 9,061 Est. Cost $348.10 Unrealized
ABBV ABBVIE INC 1.6%
Value ($000) $5,504 Shares 29,650 Est. Cost $77.36 Unrealized +136.1%
HD HOME DEPOT INC 1.5%
Value ($000) $5,050 Shares 13,772 Est. Cost $216.35 Unrealized +64.5%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $4,969 Shares 32,530 Est. Cost $126.22 Unrealized +19.5%
MA MASTERCARD INCORPORATED 1.3%
Value ($000) $4,421 Shares 7,867 Est. Cost $361.84 Unrealized +52.4%
UNH UNITEDHEALTH GROUP INC 1.2%
Value ($000) $4,097 Shares 13,134 Est. Cost $322.44 Unrealized +16.3%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $3,952 Shares 36,663 Est. Cost $71.61 Unrealized +46.0%
NFLX NETFLIX INC 1.1%
Value ($000) $3,631 Shares 2,711 Est. Cost $72.36 Unrealized +56.2%
COST COSTCO WHSL CORP NEW 1.0%
Value ($000) $3,550 Shares 3,586 Est. Cost $619.02 Unrealized +60.0%
CSCO CISCO SYS INC 1.0%
Value ($000) $3,522 Shares 50,762 Est. Cost $41.75 Unrealized +44.6%
MCD MCDONALDS CORP 1.0%
Value ($000) $3,251 Shares 11,127 Est. Cost $196.05 Unrealized +54.8%
TSLA TESLA INC 0.9%
Value ($000) $3,194 Shares 10,054 Est. Cost $271.15 Unrealized +11.1%
KO COCA COLA CO 0.9%
Value ($000) $3,037 Shares 42,930 Est. Cost $51.58 Unrealized +35.3%
BAC BANK AMERICA CORP 0.9%
Value ($000) $2,967 Shares 62,701 Est. Cost $32.53 Unrealized +27.4%
ABT ABBOTT LABS 0.8%
Value ($000) $2,604 Shares 19,147 Est. Cost $86.41 Unrealized +51.1%
BKNG BOOKING HOLDINGS INC 0.6%
Value ($000) $2,128 Shares 368 Est. Cost $1933.58 Unrealized +163.5%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $2,033 Shares 14,195 Est. Cost $126.46 Unrealized +8.3%
WFC WELLS FARGO CO NEW 0.6%
Value ($000) $1,995 Shares 24,899 Est. Cost $57.49 Unrealized +23.8%
TMUS T-MOBILE US INC 0.6%
Value ($000) $1,945 Shares 8,162 Est. Cost $201.36 Unrealized +19.9%
MRK MERCK & CO INC 0.6%
Value ($000) $1,923 Shares 24,296 Est. Cost $77.94 Unrealized -0.7%
CRM SALESFORCE INC 0.5%
Value ($000) $1,836 Shares 6,732 Est. Cost $283.08 Unrealized -6.0%
PEP PEPSICO INC 0.5%
Value ($000) $1,798 Shares 13,619 Est. Cost $121.94 Unrealized +7.5%
LIN LINDE PLC 0.5%
Value ($000) $1,607 Shares 3,425 Est. Cost $426.57 Unrealized +6.0%
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $1,596 Shares 5,413 Est. Cost $219.57 Unrealized +15.6%
MOG/A MOOG INC 0.4%
Value ($000) $1,374 Shares 7,592 Est. Cost $79.95 Unrealized +118.3%
GOOG ALPHABET INC 0.4%
Value ($000) $1,265 Shares 7,132 Est. Cost $115.46 Unrealized +42.8%
ACN ACCENTURE PLC IRELAND 0.4%
Value ($000) $1,246 Shares 4,169 Est. Cost $337.61 Unrealized -10.3%
BLK BLACKROCK INC 0.4%
Value ($000) $1,217 Shares 1,160 Est. Cost $991.05 Unrealized -5.8%
GE GE AEROSPACE 0.4%
Value ($000) $1,213 Shares 4,714 Est. Cost $192.73 Unrealized +13.4%
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $1,135 Shares 5,821 Est. Cost $129.42 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $1,094 Shares 2,699 Est. Cost $441.04 Unrealized -5.4%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $1,059 Shares 3,435 Est. Cost $107.77 Unrealized +180.6%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $918 Shares 5,040 Est. Cost $140.61 Unrealized +19.0%
BA BOEING CO 0.2%
Value ($000) $838 Shares 4,000 Est. Cost $184.93 Unrealized +2.1%
MTB M & T BK CORP 0.2%
Value ($000) $646 Shares 3,329 Est. Cost $127.93 Unrealized +35.1%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $500 Shares 1,080 Est. Cost $285.37 Unrealized +60.9%
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $434 Shares 14,849 Est. Cost $44.07 Unrealized
ITOT ISHARES TR 0.1%
Value ($000) $423 Shares 3,130 Est. Cost $84.25 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $420 Shares 3,147 Est. Cost $83.72 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $413 Shares 6,630 Est. Cost $40.20 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $411 Shares 1,287 Est. Cost $233.85 Unrealized +19.5%
GLTR ABRDN PRECIOUS METALS BASKET 0.1%
Value ($000) $410 Shares 2,965 Est. Cost $83.46 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $396 Shares 1,720 Est. Cost $117.74 Unrealized +85.6%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $372 Shares 685 Est. Cost $359.12 Unrealized +45.6%
IUSG ISHARES TR 0.1%
Value ($000) $372 Shares 2,471 Est. Cost $74.93 Unrealized
SGOL ETFS GOLD TR 0.1%
Value ($000) $342 Shares 10,859 Est. Cost $17.12 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $341 Shares 1,221 Est. Cost $190.99 Unrealized +45.4%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $340 Shares 1,664 Est. Cost $175.46 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $329 Shares 2,416 Est. Cost $92.64 Unrealized +26.6%
HYG ISHARES TR 0.1%
Value ($000) $326 Shares 4,042 Est. Cost $84.13 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $324 Shares 1,067 Est. Cost $155.61 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $322 Shares 3,243 Est. Cost $104.49 Unrealized
T AT&T INC 0.1%
Value ($000) $317 Shares 10,950 Est. Cost $22.38 Unrealized +20.5%
INTU INTUIT 0.1%
Value ($000) $313 Shares 398 Est. Cost $643.82 Unrealized +4.8%
NOW SERVICENOW INC 0.1%
Value ($000) $309 Shares 301 Est. Cost $184.21 Unrealized +2.4%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $308 Shares 542 Est. Cost $476.53 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $266 Shares 746 Est. Cost $75.03 Unrealized +308.8%
SPGP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $265 Shares 2,459 Est. Cost $72.18 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $265 Shares 1,355 Est. Cost $146.29 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $250 Shares 1,774 Est. Cost $118.80 Unrealized +1.8%
CSX CSX CORP 0.1%
Value ($000) $245 Shares 7,502 Est. Cost $27.69 Unrealized +7.6%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $241 Shares 3,425 Est. Cost $57.32 Unrealized -6.0%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $241 Shares 2,173 Est. Cost $70.68 Unrealized +47.7%
IWF ISHARES TR 0.1%
Value ($000) $228 Shares 538 Est. Cost $285.70 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $223 Shares 1,400 Est. Cost $145.36 Unrealized -0.2%
SHV ISHARES TR 0.1%
Value ($000) $221 Shares 2,003 Est. Cost $110.42 Unrealized
UNM UNUM GROUP 0.1%
Value ($000) $219 Shares 2,709 Est. Cost $29.39 Unrealized +168.7%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $217 Shares 1,838 Est. Cost $72.09 Unrealized +60.1%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $212 Shares 662 Est. Cost $83.03 Unrealized +294.5%
RTX RTX CORPORATION 0.1%
Value ($000) $192 Shares 1,318 Est. Cost $58.47 Unrealized +125.3%
ATRO ASTRONICS CORP 0.1%
Value ($000) $191 Shares 5,700 Est. Cost $10.01 Unrealized +180.0%
OEF ISHARES TR 0.1%
Value ($000) $187 Shares 614 Est. Cost $195.96 Unrealized
ACWX ISHARES TR 0.1%
Value ($000) $186 Shares 3,050 Est. Cost $55.16 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $175 Shares 900 Est. Cost $158.94 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $173 Shares 2,706 Est. Cost $50.46 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $167 Shares 432 Est. Cost $383.43 Unrealized +0.5%
CAT CATERPILLAR INC 0.0%
Value ($000) $163 Shares 421 Est. Cost $186.76 Unrealized +77.1%
GM GENERAL MTRS CO 0.0%
Value ($000) $159 Shares 3,230 Est. Cost $39.89 Unrealized +18.0%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $146 Shares 571 Est. Cost $127.90 Unrealized +82.2%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $142 Shares 257 Est. Cost $375.24 Unrealized
GLW CORNING INC 0.0%
Value ($000) $133 Shares 2,530 Est. Cost $22.51 Unrealized +105.7%
DIS DISNEY WALT CO 0.0%
Value ($000) $132 Shares 1,062 Est. Cost $102.82 Unrealized -0.0%
PLD PROLOGIS INC. 0.0%
Value ($000) $127 Shares 1,209 Est. Cost $101.75 Unrealized +0.6%
KLAC KLA CORP 0.0%
Value ($000) $126 Shares 141 Est. Cost $369.50 Unrealized +102.6%
IVW ISHARES TR 0.0%
Value ($000) $119 Shares 1,084 Est. Cost $65.42 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $117 Shares 880 Est. Cost $78.42 Unrealized +44.8%
EIPI FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $117 Shares 5,911 Est. Cost $18.58 Unrealized
FLDR FIDELITY MERRIMACK STR TR 0.0%
Value ($000) $116 Shares 2,308 Est. Cost $50.07 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $113 Shares 1,496 Est. Cost $53.53 Unrealized +32.8%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $112 Shares 443 Est. Cost $138.38 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $112 Shares 339 Est. Cost $287.86 Unrealized +10.4%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $111 Shares 167 Est. Cost $409.33 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $109 Shares 2,363 Est. Cost $46.24 Unrealized +2.1%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $108 Shares 382 Est. Cost $264.40 Unrealized +1.4%
FNCL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $106 Shares 1,425 Est. Cost $49.04 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $103 Shares 352 Est. Cost $170.87 Unrealized +59.4%
SHEL SHELL PLC 0.0%
Value ($000) $101 Shares 1,439 Est. Cost $55.72 Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $99 Shares 950 Est. Cost $100.93 Unrealized -0.3%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $94 Shares 300 Est. Cost $67.74 Unrealized +248.6%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $94 Shares 1,000 Est. Cost $59.18 Unrealized 0.0%
PFE PFIZER INC 0.0%
Value ($000) $89 Shares 3,664 Est. Cost $25.89 Unrealized -13.7%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $86 Shares 1,517 Est. Cost $54.26 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $86 Shares 282 Est. Cost $207.80 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $85 Shares 850 Est. Cost $65.18 Unrealized +59.1%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $82 Shares 761 Est. Cost $100.52 Unrealized +0.7%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $82 Shares 153 Est. Cost $241.81 Unrealized +102.7%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $81 Shares 374 Est. Cost $171.97 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $79 Shares 425 Est. Cost $157.46 Unrealized +5.4%
PAYX PAYCHEX INC 0.0%
Value ($000) $79 Shares 541 Est. Cost $88.28 Unrealized +67.1%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $74 Shares 300 Est. Cost $151.31 Unrealized +62.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $73 Shares 1,081 Est. Cost $54.62 Unrealized +19.3%
ALL ALLSTATE CORP 0.0%
Value ($000) $70 Shares 346 Est. Cost $117.95 Unrealized +66.9%
STT STATE STR CORP 0.0%
Value ($000) $68 Shares 640 Est. Cost $72.44 Unrealized +25.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $68 Shares 974 Est. Cost $68.27 Unrealized -0.2%
HON HONEYWELL INTL INC 0.0%
Value ($000) $63 Shares 272 Est. Cost $187.91 Unrealized +6.3%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $63 Shares 1,459 Est. Cost $34.19 Unrealized +22.3%
OLLI OLLIES BARGAIN OUTLET HLDGS 0.0%
Value ($000) $60 Shares 455 Est. Cost $87.00 Unrealized +31.6%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $60 Shares 2,706 Est. Cost $29.71 Unrealized
KELLANOVA 0.0%
Value ($000) $60 Shares 750 Est. Cost $51.54 Unrealized +55.6%
IJR ISHARES TR 0.0%
Value ($000) $59 Shares 540 Est. Cost $108.45 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $54 Shares 499 Est. Cost $80.16 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $53 Shares 906 Est. Cost $33.97 Unrealized +64.7%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $53 Shares 700 Est. Cost $79.15 Unrealized -7.3%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $52 Shares 74 Est. Cost $495.39 Unrealized +15.4%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $52 Shares 194 Est. Cost $244.57 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $52 Shares 98 Est. Cost $211.40 Unrealized +96.8%
PLOW DOUGLAS DYNAMICS INC 0.0%
Value ($000) $51 Shares 1,715 Est. Cost $43.90 Unrealized -40.0%
VONE VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $50 Shares 179 Est. Cost $216.94 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $50 Shares 95 Est. Cost $382.33 Unrealized +29.9%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $50 Shares 550 Est. Cost $73.10 Unrealized +23.2%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $48 Shares 179 Est. Cost $184.36 Unrealized +41.4%
EIS ISHARES INC 0.0%
Value ($000) $47 Shares 500 Est. Cost $70.00 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $47 Shares 228 Est. Cost $170.90 Unrealized +2.0%
AFL AFLAC INC 0.0%
Value ($000) $45 Shares 423 Est. Cost $55.59 Unrealized +86.4%
BP BP PLC 0.0%
Value ($000) $44 Shares 1,476 Est. Cost $33.47 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $44 Shares 640 Est. Cost $70.02 Unrealized -8.3%
SO SOUTHERN CO 0.0%
Value ($000) $43 Shares 473 Est. Cost $65.74 Unrealized +33.8%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $43 Shares 590 Est. Cost $41.18 Unrealized +63.5%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $42 Shares 292 Est. Cost $71.80 Unrealized +42.7%
C CITIGROUP INC 0.0%
Value ($000) $42 Shares 492 Est. Cost $54.28 Unrealized +31.2%
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $41 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
AS AMER SPORTS INC 0.0%
Value ($000) $39 Shares 1,007 Est. Cost $21.97 Unrealized +40.0%
VST VISTRA CORP 0.0%
Value ($000) $39 Shares 200 Est. Cost $137.88 Unrealized +6.9%
IJK ISHARES TR 0.0%
Value ($000) $38 Shares 413 Est. Cost $119.36 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $37 Shares 193 Est. Cost $181.99 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $37 Shares 695 Est. Cost $56.02 Unrealized -15.1%
IWP ISHARES TR 0.0%
Value ($000) $36 Shares 261 Est. Cost $116.00 Unrealized
PINS PINTEREST INC 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $30.35 Unrealized 0.0%
EVERI HLDGS INC 0.0%
Value ($000) $36 Shares 2,500 Est. Cost $16.15 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $33 Shares 275 Est. Cost $90.92 Unrealized +20.4%
CNC CENTENE CORP DEL 0.0%
Value ($000) $33 Shares 604 Est. Cost $71.76 Unrealized -18.3%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $32 Shares 145 Est. Cost $217.34 Unrealized -3.2%
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $32 Shares 194 Est. Cost $155.91 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $31 Shares 221 Est. Cost $110.30 Unrealized -1.3%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $31 Shares 131 Est. Cost $158.87 Unrealized +29.7%
EMB ISHARES TR 0.0%
Value ($000) $31 Shares 335 Est. Cost $111.64 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $30 Shares 478 Est. Cost $67.99 Unrealized -11.9%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $30 Shares 406 Est. Cost $91.75 Unrealized -29.1%
REAVES UTIL INCOME FD 0.0%
Value ($000) $30 Shares 830 Est. Cost $33.41 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $30 Shares 126 Est. Cost $223.58 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $30 Shares 136 Est. Cost $114.57 Unrealized +78.3%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $29 Shares 91 Est. Cost $247.20 Unrealized +6.7%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $29 Shares 223 Est. Cost $112.39 Unrealized +17.2%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $28 Shares 50 Est. Cost $507.38 Unrealized
IRM IRON MTN INC DEL 0.0%
Value ($000) $28 Shares 275 Est. Cost $102.07 Unrealized -9.9%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $28 Shares 40 Est. Cost $632.32 Unrealized -0.6%
INTC INTEL CORP 0.0%
Value ($000) $28 Shares 1,245 Est. Cost $20.72 Unrealized 0.0%
LOW LOWES COS INC 0.0%
Value ($000) $28 Shares 124 Est. Cost $183.71 Unrealized +20.1%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $27 Shares 120 Est. Cost $165.86 Unrealized +38.4%
SHY ISHARES TR 0.0%
Value ($000) $27 Shares 328 Est. Cost $81.28 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $27 Shares 448 Est. Cost $57.41 Unrealized
UTWO RBB FD INC 0.0%
Value ($000) $27 Shares 552 Est. Cost $49.08 Unrealized
EIPX FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $27 Shares 1,040 Est. Cost $25.63 Unrealized
IT GARTNER INC 0.0%
Value ($000) $26 Shares 65 Est. Cost $222.79 Unrealized +87.8%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $25 Shares 150 Est. Cost $77.49 Unrealized +89.9%
IWO ISHARES TR 0.0%
Value ($000) $25 Shares 88 Est. Cost $311.94 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $25 Shares 75 Est. Cost $249.92 Unrealized +12.9%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $24 Shares 182 Est. Cost $133.93 Unrealized -8.7%
NI NISOURCE INC 0.0%
Value ($000) $24 Shares 603 Est. Cost $26.15 Unrealized +47.7%
IJH ISHARES TR 0.0%
Value ($000) $24 Shares 390 Est. Cost $138.02 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $24 Shares 109 Est. Cost $164.83 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value ($000) $23 Shares 420 Est. Cost $47.79 Unrealized -1.1%
RBC RBC BEARINGS INC 0.0%
Value ($000) $23 Shares 60 Est. Cost $197.53 Unrealized +78.7%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $23 Shares 232 Est. Cost $71.71 Unrealized +33.1%
IEF ISHARES TR 0.0%
Value ($000) $22 Shares 228 Est. Cost $95.19 Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $22 Shares 1,057 Est. Cost $19.62 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $22 Shares 240 Est. Cost $90.90 Unrealized +0.3%
HPQ HP INC 0.0%
Value ($000) $21 Shares 877 Est. Cost $27.18 Unrealized -9.1%
EATON VANCE LIMITED DURATION 0.0%
Value ($000) $21 Shares 2,082 Est. Cost $9.51 Unrealized
FLAHERTY & CRUMRINE PFD INCO 0.0%
Value ($000) $21 Shares 2,271 Est. Cost $10.24 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $20 Shares 225 Est. Cost $105.49 Unrealized -16.6%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $20 Shares 50 Est. Cost $343.30 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $19 Shares 376 Est. Cost $50.89 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $19 Shares 180 Est. Cost $77.15 Unrealized +41.8%
RBA RB GLOBAL INC 0.0%
Value ($000) $19 Shares 175 Est. Cost $56.38 Unrealized +81.8%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $18 Shares 180 Est. Cost $129.08 Unrealized -27.1%
WSO WATSCO INC 0.0%
Value ($000) $18 Shares 41 Est. Cost $286.30 Unrealized +62.0%
TLT ISHARES TR 0.0%
Value ($000) $18 Shares 204 Est. Cost $111.82 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $18 Shares 108 Est. Cost $151.38 Unrealized +6.8%
BSCU INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $18 Shares 1,060 Est. Cost $15.96 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $18 Shares 1,714 Est. Cost $6.45 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $18 Shares 663 Est. Cost $42.54 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $18 Shares 80 Est. Cost $326.67 Unrealized -34.7%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $17 Shares 56 Est. Cost $498.37 Unrealized -45.5%
RPM RPM INTL INC 0.0%
Value ($000) $17 Shares 155 Est. Cost $93.06 Unrealized +18.2%
CB CHUBB LIMITED 0.0%
Value ($000) $17 Shares 58 Est. Cost $155.25 Unrealized +84.8%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $17 Shares 57 Est. Cost $315.96 Unrealized -9.0%
ECL ECOLAB INC 0.0%
Value ($000) $16 Shares 60 Est. Cost $249.61 Unrealized +1.1%
FTNT FORTINET INC 0.0%
Value ($000) $16 Shares 150 Est. Cost $101.38 Unrealized -0.5%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $16 Shares 834 Est. Cost $18.43 Unrealized
POOL POOL CORP 0.0%
Value ($000) $15 Shares 53 Est. Cost $370.39 Unrealized -19.2%
NUE NUCOR CORP 0.0%
Value ($000) $15 Shares 118 Est. Cost $126.78 Unrealized -8.9%
LAD LITHIA MTRS INC 0.0%
Value ($000) $15 Shares 45 Est. Cost $361.63 Unrealized -14.5%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $15 Shares 200 Est. Cost $70.43 Unrealized -3.0%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $15 Shares 59 Est. Cost $205.39 Unrealized +10.5%
IWR ISHARES TR 0.0%
Value ($000) $15 Shares 160 Est. Cost $78.91 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $15 Shares 715 Est. Cost $29.95 Unrealized -25.1%
CSM PROSHARES TR 0.0%
Value ($000) $15 Shares 206 Est. Cost $82.42 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $14 Shares 114 Est. Cost $151.91 Unrealized
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $14 Shares 24 Est. Cost $424.94 Unrealized +33.3%
UNILEVER PLC 0.0%
Value ($000) $14 Shares 229 Est. Cost $58.20 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $14 Shares 135 Est. Cost $150.03 Unrealized -34.7%
ZROZ PIMCO ETF TR 0.0%
Value ($000) $14 Shares 205 Est. Cost $95.97 Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $13 Shares 200 Est. Cost $63.08 Unrealized +5.6%
BLACKROCK MUNIYILD QULT FD I 0.0%
Value ($000) $13 Shares 1,200 Est. Cost $11.46 Unrealized
HEI HEICO CORP NEW 0.0%
Value ($000) $13 Shares 40 Est. Cost $137.98 Unrealized +100.5%
EXPO EXPONENT INC 0.0%
Value ($000) $13 Shares 170 Est. Cost $88.68 Unrealized -13.6%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $13 Shares 28 Est. Cost $313.37 Unrealized +38.6%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $12 Shares 133 Est. Cost $72.03 Unrealized +14.3%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $12 Shares 902 Est. Cost $43.33 Unrealized -68.7%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $12 Shares 50 Est. Cost $147.75 Unrealized +59.1%
NVS NOVARTIS AG 0.0%
Value ($000) $12 Shares 100 Est. Cost $86.50 Unrealized
SGDM SPROTT ETF TRUST 0.0%
Value ($000) $12 Shares 266 Est. Cost $27.59 Unrealized
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $12 Shares 142 Est. Cost $51.87 Unrealized +55.6%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $12 Shares 101 Est. Cost $47.96 Unrealized +140.3%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $12 Shares 280 Est. Cost $14.08 Unrealized +154.7%
NDSN NORDSON CORP 0.0%
Value ($000) $12 Shares 55 Est. Cost $201.02 Unrealized -2.0%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $12 Shares 142 Est. Cost $73.10 Unrealized +7.5%
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
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $12 Shares 184 Est. Cost $52.12 Unrealized +17.2%
IVLU ISHARES TR 0.0%
Value ($000) $12 Shares 350 Est. Cost $29.53 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $11 Shares 69 Est. Cost $152.51 Unrealized +0.1%
PFXF VANECK ETF TRUST 0.0%
Value ($000) $11 Shares 645 Est. Cost $19.95 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $11 Shares 363 Est. Cost $26.48 Unrealized +1.1%
ENTG ENTEGRIS INC 0.0%
Value ($000) $10 Shares 130 Est. Cost $112.78 Unrealized -32.9%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $10 Shares 49 Est. Cost $98.23 Unrealized +88.4%
IYW ISHARES TR 0.0%
Value ($000) $10 Shares 60 Est. Cost $140.45 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $10 Shares 447 Est. Cost $22.78 Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $10 Shares 100 Est. Cost $88.42 Unrealized -1.5%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $10 Shares 262 Est. Cost $43.80 Unrealized -14.9%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $10 Shares 72 Est. Cost $144.67 Unrealized -2.4%
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $10 Shares 190 Est. Cost $62.15 Unrealized
GGG GRACO INC 0.0%
Value ($000) $10 Shares 115 Est. Cost $70.76 Unrealized +15.9%
FIVE FIVE BELOW INC 0.0%
Value ($000) $10 Shares 75 Est. Cost $190.98 Unrealized -49.0%
BSCQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $10 Shares 503 Est. Cost $21.87 Unrealized
IVOL KRANESHARES TRUST 0.0%
Value ($000) $10 Shares 500 Est. Cost $28.49 Unrealized
PODD INSULET CORP 0.0%
Value ($000) $10 Shares 31 Est. Cost $269.68 Unrealized +7.0%
TTC TORO CO 0.0%
Value ($000) $10 Shares 135 Est. Cost $109.93 Unrealized -35.5%
SAM BOSTON BEER INC 0.0%
Value ($000) $10 Shares 50 Est. Cost $1122.26 Unrealized -79.5%
FFIV F5 INC 0.0%
Value ($000) $9 Shares 32 Est. Cost $276.25 Unrealized 0.0%
BURL BURLINGTON STORES INC 0.0%
Value ($000) $9 Shares 39 Est. Cost $318.32 Unrealized -25.3%
TJX TJX COS INC NEW 0.0%
Value ($000) $9 Shares 73 Est. Cost $86.16 Unrealized +46.1%
FAST FASTENAL CO 0.0%
Value ($000) $9 Shares 212 Est. Cost $31.70 Unrealized +26.5%
MDT MEDTRONIC PLC 0.0%
Value ($000) $9 Shares 102 Est. Cost $83.88 Unrealized -0.5%
SUI SUN CMNTYS INC 0.0%
Value ($000) $9 Shares 70 Est. Cost $170.92 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $9 Shares 28 Est. Cost $175.56 Unrealized +71.8%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $9 Shares 51 Est. Cost $223.43 Unrealized -19.2%
GLRE GREENLIGHT CAPITAL RE LTD 0.0%
Value ($000) $9 Shares 600 Est. Cost $9.16 Unrealized +50.1%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $9 Shares 166 Est. Cost $74.12 Unrealized -28.8%
YUM YUM BRANDS INC 0.0%
Value ($000) $9 Shares 58 Est. Cost $143.92 Unrealized +0.2%
MET METLIFE INC 0.0%
Value ($000) $9 Shares 106 Est. Cost $71.87 Unrealized +5.5%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $8 Shares 150 Est. Cost $55.37 Unrealized -8.1%
BG BUNGE GLOBAL SA 0.0%
Value ($000) $8 Shares 104 Est. Cost $97.91 Unrealized -21.3%
SRE SEMPRA 0.0%
Value ($000) $8 Shares 110 Est. Cost $75.29 Unrealized -3.6%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $8 Shares 120 Est. Cost $30.98 Unrealized -11.8%
GVA GRANITE CONSTR INC 0.0%
Value ($000) $8 Shares 88 Est. Cost $83.53 Unrealized +0.9%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $8 Shares 111 Est. Cost $70.82 Unrealized -1.8%
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $8 Shares 239 Est. Cost $87.87 Unrealized
KR KROGER CO 0.0%
Value ($000) $8 Shares 111 Est. Cost $34.11 Unrealized +99.9%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $8 Shares 255 Est. Cost $29.11 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $8 Shares 66 Est. Cost $112.08 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $8 Shares 15 Est. Cost $307.19 Unrealized +41.1%
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $8 Shares 34 Est. Cost $449.61 Unrealized -51.8%
SCI SERVICE CORP INTL 0.0%
Value ($000) $8 Shares 93 Est. Cost $78.68 Unrealized -0.8%
STAG STAG INDL INC 0.0%
Value ($000) $7 Shares 206 Est. Cost $38.83 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $7 Shares 30 Est. Cost $250.69 Unrealized -5.4%
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $7 Shares 125 Est. Cost $41.56 Unrealized +33.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $7 Shares 80 Est. Cost $95.68 Unrealized -11.0%
VEEV VEEVA SYS INC 0.0%
Value ($000) $7 Shares 24 Est. Cost $278.75 Unrealized -11.0%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $7 Shares 64 Est. Cost $116.52 Unrealized -13.9%
IYC ISHARES TR 0.0%
Value ($000) $7 Shares 68 Est. Cost $88.34 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $7 Shares 51 Est. Cost $122.42 Unrealized
RIVERNORTH MANAGED DUR MUN I 0.0%
Value ($000) $7 Shares 500 Est. Cost $14.41 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $7 Shares 19 Est. Cost $347.95 Unrealized -1.0%
IGE ISHARES TR 0.0%
Value ($000) $6 Shares 146 Est. Cost $45.47 Unrealized
BLACKROCK CORE BD TR 0.0%
Value ($000) $6 Shares 661 Est. Cost $15.74 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $6 Shares 26 Est. Cost $351.02 Unrealized -21.5%
ARKW ARK ETF TR 0.0%
Value ($000) $6 Shares 51 Est. Cost $158.40 Unrealized
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $6 Shares 185 Est. Cost $32.27 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $6 Shares 274 Est. Cost $12.51 Unrealized +59.7%
BTG B2GOLD CORP 0.0%
Value ($000) $6 Shares 1,661 Est. Cost $2.80 Unrealized +16.8%
VOYA INFRASTRUCTURE INDLS & 0.0%
Value ($000) $6 Shares 511 Est. Cost $10.19 Unrealized
BIO BIO RAD LABS INC 0.0%
Value ($000) $6 Shares 23 Est. Cost $608.62 Unrealized -61.2%
SDY SPDR SERIES TRUST 0.0%
Value ($000) $5 Shares 40 Est. Cost $119.72 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $5 Shares 78 Est. Cost $90.78 Unrealized
AMX AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $5 Shares 300 Est. Cost $21.05 Unrealized
EPAM EPAM SYS INC 0.0%
Value ($000) $5 Shares 30 Est. Cost $468.62 Unrealized -64.3%
KVUE KENVUE INC 0.0%
Value ($000) $5 Shares 251 Est. Cost $21.13 Unrealized +4.8%
FTV FORTIVE CORP 0.0%
Value ($000) $5 Shares 100 Est. Cost $57.10 Unrealized -8.6%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $73.04 Unrealized +39.6%
TOST TOAST INC 0.0%
Value ($000) $5 Shares 116 Est. Cost $37.20 Unrealized +5.6%
MHK MOHAWK INDS INC 0.0%
Value ($000) $5 Shares 49 Est. Cost $88.68 Unrealized +17.6%
NOBL PROSHARES TR 0.0%
Value ($000) $5 Shares 50 Est. Cost $95.20 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $5 Shares 78 Est. Cost $73.61 Unrealized -15.5%
BLMN BLOOMIN BRANDS INC 0.0%
Value ($000) $5 Shares 564 Est. Cost $7.79 Unrealized 0.0%
NET CLOUDFLARE INC 0.0%
Value ($000) $5 Shares 24 Est. Cost $82.78 Unrealized +75.4%
MFS MULTIMARKET INCOME TR 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $4.63 Unrealized
ICUI ICU MED INC 0.0%
Value ($000) $5 Shares 35 Est. Cost $205.72 Unrealized -34.1%
Z ZILLOW GROUP INC 0.0%
Value ($000) $5 Shares 66 Est. Cost $53.70 Unrealized +25.5%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $5 Shares 46 Est. Cost $86.31 Unrealized 0.0%
PCVX VAXCYTE INC 0.0%
Value ($000) $4 Shares 135 Est. Cost $79.95 Unrealized -59.0%
GIS GENERAL MLS INC 0.0%
Value ($000) $4 Shares 84 Est. Cost $58.58 Unrealized -8.2%
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $4 Shares 22 Est. Cost $208.27 Unrealized -12.8%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $4 Shares 58 Est. Cost $90.41 Unrealized -16.0%
TTD THE TRADE DESK INC 0.0%
Value ($000) $4 Shares 60 Est. Cost $90.63 Unrealized -29.5%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $4 Shares 200 Est. Cost $13.75 Unrealized +19.8%
EPR EPR PPTYS 0.0%
Value ($000) $4 Shares 68 Est. Cost $58.82 Unrealized
VFC V F CORP 0.0%
Value ($000) $4 Shares 318 Est. Cost $83.35 Unrealized -85.1%
DFAE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $4 Shares 125 Est. Cost $27.42 Unrealized
TRIP TRIPADVISOR INC 0.0%
Value ($000) $4 Shares 276 Est. Cost $21.69 Unrealized -38.4%
VNO VORNADO RLTY TR 0.0%
Value ($000) $4 Shares 94 Est. Cost $46.42 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $4 Shares 13 Est. Cost $139.03 Unrealized +79.3%
RLI RLI CORP 0.0%
Value ($000) $3 Shares 48 Est. Cost $73.10 Unrealized -1.3%
GT GOODYEAR TIRE & RUBR CO 0.0%
Value ($000) $3 Shares 329 Est. Cost $17.75 Unrealized -40.4%
NKE NIKE INC 0.0%
Value ($000) $3 Shares 48 Est. Cost $97.64 Unrealized -39.5%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $3 Shares 30 Est. Cost $168.36 Unrealized
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $3 Shares 22 Est. Cost $145.24 Unrealized -3.0%
POWW OUTDOOR HOLDING CO 0.0%
Value ($000) $3 Shares 2,457 Est. Cost $2.10 Unrealized -24.4%
FUL FULLER H B CO 0.0%
Value ($000) $3 Shares 52 Est. Cost $57.98 Unrealized -6.1%
RPD RAPID7 INC 0.0%
Value ($000) $3 Shares 130 Est. Cost $84.22 Unrealized -71.9%
AHCO ADAPTHEALTH CORP 0.0%
Value ($000) $3 Shares 315 Est. Cost $18.40 Unrealized -52.0%
EATON VANCE MUN BD FD 0.0%
Value ($000) $3 Shares 300 Est. Cost $10.12 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $14.59 Unrealized +46.7%
BCPC BALCHEM CORP 0.0%
Value ($000) $3 Shares 17 Est. Cost $163.01 Unrealized -1.1%
INVX INNOVEX INTERNATIONAL INC 0.0%
Value ($000) $3 Shares 170 Est. Cost $16.05 Unrealized -4.2%
VTRS VIATRIS INC 0.0%
Value ($000) $3 Shares 293 Est. Cost $11.87 Unrealized -30.9%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $435.45 Unrealized -4.7%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $3 Shares 9 Est. Cost $263.33 Unrealized
ARI APOLLO COML REAL EST FIN INC 0.0%
Value ($000) $3 Shares 265 Est. Cost $15.09 Unrealized
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $2 Shares 174 Est. Cost $32.98 Unrealized -64.6%
CLX CLOROX CO DEL 0.0%
Value ($000) $2 Shares 20 Est. Cost $138.40 Unrealized -5.8%
METV LISTED FDS TR 0.0%
Value ($000) $2 Shares 150 Est. Cost $13.33 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $114.24 Unrealized -3.1%
WU WESTERN UN CO 0.0%
Value ($000) $2 Shares 276 Est. Cost $18.12 Unrealized
ULCC FRONTIER GROUP HLDGS INC 0.0%
Value ($000) $2 Shares 621 Est. Cost $8.98 Unrealized -59.2%
YETI YETI HLDGS INC 0.0%
Value ($000) $2 Shares 64 Est. Cost $36.22 Unrealized -17.2%
KLG WK KELLOGG CO 0.0%
Value ($000) $2 Shares 124 Est. Cost $13.14 Unrealized
ITGR INTEGER HLDGS CORP 0.0%
Value ($000) $2 Shares 16 Est. Cost $130.88 Unrealized -8.8%
PII POLARIS INC 0.0%
Value ($000) $2 Shares 45 Est. Cost $124.26 Unrealized -69.7%
VSTS VESTIS CORPORATION 0.0%
Value ($000) $2 Shares 318 Est. Cost $13.27 Unrealized -47.1%
PSEC PROSPECT CAP CORP 0.0%
Value ($000) $2 Shares 514 Est. Cost $4.65 Unrealized -35.0%
RAL RALLIANT CORP 0.0%
Value ($000) $2 Shares 33 Est. Cost $49.24 Unrealized 0.0%
VDE VANGUARD WORLD FD 0.0%
Value ($000) $2 Shares 13 Est. Cost $84.53 Unrealized
PENN PENN ENTERTAINMENT INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $84.25 Unrealized -81.4%
ACHR ARCHER AVIATION INC 0.0%
Value ($000) $1 Shares 132 Est. Cost $9.36 Unrealized 0.0%
BEP BROOKFIELD RENEWABLE PARTNER 0.0%
Value ($000) $1 Shares 51 Est. Cost $39.22 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $1 Shares 27 Est. Cost $46.36 Unrealized -0.8%
DLTH DULUTH HLDGS INC 0.0%
Value ($000) $1 Shares 591 Est. Cost $16.50 Unrealized -88.6%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $1 Shares 107 Est. Cost $52.41 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $347.16 Unrealized -69.4%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $1 Shares 23 Est. Cost $43.97 Unrealized
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $1 Shares 214 Est. Cost $24.18 Unrealized -79.8%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $191.71 Unrealized -17.9%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $214.15 Unrealized +20.3%
IGV ISHARES TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $169.60 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $74.98 Unrealized +5.2%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $47.44 Unrealized +18.5%
SPYG SPDR SERIES TRUST 0.0%
Value ($000) $1 Shares 10 Est. Cost $85.49 Unrealized
NERD LISTED FDS TR 0.0%
Value ($000) $1 Shares 39 Est. Cost $26.04 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $1 Shares 4 Est. Cost $127.28 Unrealized +77.0%
CTAS CINTAS CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $197.70 Unrealized +8.3%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $480.37 Unrealized -4.1%
UE URBAN EDGE PPTYS 0.0%
Value ($000) $1 Shares 47 Est. Cost $19.68 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $216.92 Unrealized +2.9%
ERIC TELEFONAKTIEBOLAGET LM ERICS 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
JBGS JBG SMITH PPTYS 0.0%
Value ($000) $1 Shares 47 Est. Cost $31.25 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $710.77 Unrealized -6.4%
MCK MCKESSON CORP 0.0%
Value ($000) $1 Shares 1 Est. Cost $553.37 Unrealized +27.2%
USB US BANCORP DEL 0.0%
Value ($000) $1 Shares 15 Est. Cost $47.72 Unrealized -14.6%
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 -67.2%
ARKG ARK ETF TR 0.0%
Value ($000) $1 Shares 28 Est. Cost $107.14 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $1 Shares 2 Est. Cost $275.04 Unrealized +11.8%
ALIT ALIGHT INC 0.0%
Value ($000) $1 Shares 104 Est. Cost $10.04 Unrealized -48.4%
ETSY ETSY INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $185.07 Unrealized -73.1%
DVY ISHARES TR 0.0%
Value ($000) $1 Shares 4 Est. Cost $135.25 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $1 Shares 10 Est. Cost $45.04 Unrealized +1.2%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $1 Shares 16 Est. Cost $43.68 Unrealized -32.1%
HEI/A HEICO CORP NEW 0.0%
Value ($000) $1 Shares 2 Est. Cost $189.29 Unrealized +15.5%
MCO MOODYS CORP 0.0%
Value ($000) $1 Shares 1 Est. Cost $458.71 Unrealized +0.5%
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value ($000) $0 Shares 5 Est. Cost $73.42 Unrealized +19.5%
HRB BLOCK H & R INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $57.15 Unrealized -1.2%
LMND LEMONADE INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $22.73 Unrealized +46.6%
SFIX STITCH FIX INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $51.20 Unrealized -92.7%
WAB WABTEC 0.0%
Value ($000) $0 Shares 2 Est. Cost $172.81 Unrealized +10.9%
GEN GEN DIGITAL INC 0.0%
Value ($000) $0 Shares 14 Est. Cost $25.05 Unrealized +7.9%
KKR KKR & CO INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $117.42 Unrealized -0.7%
SYK STRYKER CORPORATION 0.0%
Value ($000) $0 Shares 1 Est. Cost $376.94 Unrealized -1.4%
ZM ZOOM COMMUNICATIONS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $333.04 Unrealized -76.8%
PWR QUANTA SVCS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $263.91 Unrealized +21.5%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $26.76 Unrealized -11.3%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 17 Est. Cost $22.93 Unrealized -16.8%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $0 Shares 49 Est. Cost $22.64 Unrealized -68.0%
ROKU ROKU INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $353.72 Unrealized -80.2%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $72.24 Unrealized +13.5%
D DOMINION ENERGY INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $51.16 Unrealized +3.9%
SAP SAP SE 0.0%
Value ($000) $0 Shares 1 Est. Cost $236.00 Unrealized
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $0 Shares 37 Est. Cost $6.70 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $276.46 Unrealized +5.2%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $179.84 Unrealized +28.8%
TFC TRUIST FINL CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $39.58 Unrealized -4.0%
PSFE PAYSAFE LIMITED 0.0%
Value ($000) $0 Shares 23 Est. Cost $16.16 Unrealized -15.3%
EVRG EVERGY INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $55.06 Unrealized +19.1%
RDN RADIAN GROUP INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $33.21 Unrealized -1.3%
RUN SUNRUN INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $48.29 Unrealized -83.7%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $0 Shares 7 Est. Cost $42.68 Unrealized -20.5%
GRMN GARMIN LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $168.87 Unrealized +16.1%
FSLY FASTLY INC 0.0%
Value ($000) $0 Shares 26 Est. Cost $56.82 Unrealized -88.2%
SIXG ETF SER SOLUTIONS 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $76.79 Unrealized +23.9%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $0 Shares 1 Est. Cost $191.85 Unrealized -3.2%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $89.95 Unrealized +70.8%
HUYA HUYA INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $20.00 Unrealized
API AGORA INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $40.00 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $146.88 Unrealized +9.1%
F FORD MTR CO 0.0%
Value ($000) $0 Shares 16 Est. Cost $10.44 Unrealized -5.4%
EMBJ EMBRAER S.A. 0.0%
Value ($000) $0 Shares 3 Est. Cost $35.67 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $131.41 Unrealized +22.8%
NLOP NET LEASE OFFICE PROPERTIES 0.0%
Value ($000) $0 Shares 5 Est. Cost $30.80 Unrealized
GABELLI UTIL TR 0.0%
Value ($000) $0 Shares 27 Est. Cost $5.37 Unrealized
USFD US FOODS HLDG CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $55.96 Unrealized +27.5%
MMM 3M CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $119.14 Unrealized +18.6%
BX BLACKSTONE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $133.67 Unrealized +1.1%
BOC BOSTON OMAHA CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $29.06 Unrealized -49.9%
CBRE CBRE GROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $109.03 Unrealized +16.0%
GABELLI EQUITY TR INC 0.0%
Value ($000) $0 Shares 22 Est. Cost $5.55 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $107.07 Unrealized +14.8%
DHC DIVERSIFIED HEALTHCARE TR 0.0%
Value ($000) $0 Shares 33 Est. Cost $2.42 Unrealized
GH GUARDANT HEALTH INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $28.30 Unrealized +57.8%
ASIX ADVANSIX INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $35.22 Unrealized -37.1%
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
PUBM PUBMATIC INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $17.93 Unrealized -41.2%
SST SYSTEM1 INC 0.0%
Value ($000) $0 Shares 115 Est. Cost $4.44 Unrealized 0.0%
KPTI KARYOPHARM THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $8.54 Unrealized -42.5%