West Branch Capital LLC Diversified Active

CIK: 0001738723 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 21, 2025

Total Value ($000): $381,103 (100.0% shares, 0.0% debt)

Holdings (452)

NVDA NVIDIA CORPORATION 10.6%
Value ($000) $40,285 Shares 215,911 Est. Cost $92.95 Unrealized +87.5%
AAPL APPLE INC 10.2%
Value ($000) $38,761 Shares 152,225 Est. Cost $101.81 Unrealized +121.6%
MSFT MICROSOFT CORP 7.6%
Value ($000) $28,826 Shares 55,654 Est. Cost $175.13 Unrealized +190.5%
GOOGL ALPHABET INC 5.7%
Value ($000) $21,830 Shares 89,799 Est. Cost $115.61 Unrealized +80.9%
AMZN AMAZON COM INC 5.4%
Value ($000) $20,598 Shares 93,809 Est. Cost $138.28 Unrealized +63.7%
SPY SPDR S&P 500 ETF TR 5.3%
Value ($000) $20,123 Shares 30,206 Est. Cost $364.07 Unrealized
MOG/B MOOG INC 3.3%
Value ($000) $12,394 Shares 60,114 Est. Cost $80.08 Unrealized +145.9%
ORCL ORACLE CORP 3.0%
Value ($000) $11,465 Shares 40,767 Est. Cost $68.32 Unrealized +272.0%
JPM JPMORGAN CHASE & CO. 2.8%
Value ($000) $10,688 Shares 33,883 Est. Cost $107.49 Unrealized +175.3%
AVGO BROADCOM INC 2.7%
Value ($000) $10,462 Shares 31,712 Est. Cost $159.36 Unrealized +91.8%
PG PROCTER AND GAMBLE CO 2.6%
Value ($000) $9,861 Shares 64,180 Est. Cost $123.69 Unrealized +25.2%
META META PLATFORMS INC 2.2%
Value ($000) $8,294 Shares 11,293 Est. Cost $476.55 Unrealized +56.0%
WMT WALMART INC 2.0%
Value ($000) $7,784 Shares 75,530 Est. Cost $56.17 Unrealized +76.7%
V VISA INC 1.9%
Value ($000) $7,357 Shares 21,551 Est. Cost $180.58 Unrealized +91.1%
ABBV ABBVIE INC 1.8%
Value ($000) $6,939 Shares 29,971 Est. Cost $78.69 Unrealized +156.6%
LLY ELI LILLY & CO 1.7%
Value ($000) $6,408 Shares 8,398 Est. Cost $561.53 Unrealized +32.2%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $6,128 Shares 33,049 Est. Cost $126.90 Unrealized +33.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.6%
Value ($000) $6,103 Shares 12,139 Est. Cost $464.73 Unrealized +4.2%
IVV ISHARES TR 1.6%
Value ($000) $6,101 Shares 9,116 Est. Cost $348.10 Unrealized
HD HOME DEPOT INC 1.5%
Value ($000) $5,748 Shares 14,187 Est. Cost $221.41 Unrealized +75.8%
TSLA TESLA INC 1.3%
Value ($000) $4,857 Shares 10,922 Est. Cost $277.17 Unrealized +25.1%
UNH UNITEDHEALTH GROUP INC 1.2%
Value ($000) $4,641 Shares 13,440 Est. Cost $321.91 Unrealized -7.1%
MA MASTERCARD INCORPORATED 1.2%
Value ($000) $4,601 Shares 8,090 Est. Cost $367.67 Unrealized +56.0%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $4,254 Shares 37,733 Est. Cost $72.69 Unrealized +50.9%
CSCO CISCO SYS INC 0.9%
Value ($000) $3,603 Shares 52,654 Est. Cost $42.67 Unrealized +57.9%
NFLX NETFLIX INC 0.9%
Value ($000) $3,531 Shares 2,945 Est. Cost $76.31 Unrealized +59.9%
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $3,526 Shares 3,809 Est. Cost $638.79 Unrealized +49.8%
BAC BANK AMERICA CORP 0.9%
Value ($000) $3,354 Shares 65,015 Est. Cost $33.09 Unrealized +46.1%
MCD MCDONALDS CORP 0.9%
Value ($000) $3,324 Shares 10,939 Est. Cost $196.05 Unrealized +53.7%
KO COCA COLA CO 0.8%
Value ($000) $2,973 Shares 44,832 Est. Cost $52.28 Unrealized +29.9%
ABT ABBOTT LABS 0.7%
Value ($000) $2,709 Shares 20,227 Est. Cost $88.77 Unrealized +47.1%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $2,357 Shares 15,177 Est. Cost $128.13 Unrealized +18.8%
WFC WELLS FARGO CO NEW 0.6%
Value ($000) $2,262 Shares 26,985 Est. Cost $59.27 Unrealized +35.8%
TMUS T-MOBILE US INC 0.6%
Value ($000) $2,145 Shares 8,962 Est. Cost $204.84 Unrealized +17.3%
BKNG BOOKING HOLDINGS INC 0.5%
Value ($000) $1,948 Shares 361 Est. Cost $1933.58 Unrealized +187.7%
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $1,841 Shares 6,525 Est. Cost $226.38 Unrealized +14.7%
CRM SALESFORCE INC 0.5%
Value ($000) $1,786 Shares 7,535 Est. Cost $279.71 Unrealized -10.1%
LIN LINDE PLC 0.5%
Value ($000) $1,781 Shares 3,750 Est. Cost $430.38 Unrealized +9.4%
MRK MERCK & CO INC 0.5%
Value ($000) $1,771 Shares 21,098 Est. Cost $77.94 Unrealized +3.9%
GOOG ALPHABET INC 0.5%
Value ($000) $1,737 Shares 7,133 Est. Cost $115.46 Unrealized +81.8%
PEP PEPSICO INC 0.4%
Value ($000) $1,606 Shares 11,438 Est. Cost $121.94 Unrealized +15.2%
MOG/A MOOG INC 0.4%
Value ($000) $1,575 Shares 7,582 Est. Cost $79.95 Unrealized +140.9%
GE GE AEROSPACE 0.4%
Value ($000) $1,562 Shares 5,193 Est. Cost $200.10 Unrealized +36.3%
BLK BLACKROCK INC 0.3%
Value ($000) $1,329 Shares 1,140 Est. Cost $991.05 Unrealized +11.9%
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $1,181 Shares 5,660 Est. Cost $129.42 Unrealized
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $1,130 Shares 6,968 Est. Cost $147.41 Unrealized +12.1%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $1,118 Shares 2,304 Est. Cost $441.04 Unrealized +5.4%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $1,027 Shares 3,500 Est. Cost $111.30 Unrealized +167.6%
BA BOEING CO 0.2%
Value ($000) $863 Shares 4,000 Est. Cost $184.93 Unrealized +21.9%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $850 Shares 4,662 Est. Cost $126.09 Unrealized +28.5%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $782 Shares 3,171 Est. Cost $337.61 Unrealized -22.8%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $761 Shares 955 Est. Cost $716.29 Unrealized +2.6%
MTB M & T BK CORP 0.2%
Value ($000) $634 Shares 3,209 Est. Cost $127.93 Unrealized +51.4%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $630 Shares 1,896 Est. Cost $260.42 Unrealized +21.6%
MS MORGAN STANLEY 0.2%
Value ($000) $595 Shares 3,740 Est. Cost $133.33 Unrealized +9.8%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $526 Shares 1,054 Est. Cost $285.37 Unrealized +57.0%
GLTR ABRDN PRECIOUS METALS BASKET 0.1%
Value ($000) $491 Shares 2,965 Est. Cost $83.46 Unrealized
ITOT ISHARES TR 0.1%
Value ($000) $490 Shares 3,362 Est. Cost $88.49 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $482 Shares 6,630 Est. Cost $40.20 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $474 Shares 14,857 Est. Cost $44.07 Unrealized
ACWX ISHARES TR 0.1%
Value ($000) $428 Shares 6,585 Est. Cost $60.45 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $413 Shares 2,927 Est. Cost $83.72 Unrealized
IUSG ISHARES TR 0.1%
Value ($000) $407 Shares 2,474 Est. Cost $74.93 Unrealized
SGOL ETFS GOLD TR 0.1%
Value ($000) $400 Shares 10,859 Est. Cost $17.12 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $393 Shares 2,431 Est. Cost $156.73 Unrealized +3.0%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $359 Shares 1,664 Est. Cost $175.46 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $350 Shares 1,066 Est. Cost $155.61 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $341 Shares 1,209 Est. Cost $190.99 Unrealized +50.1%
AGG ISHARES TR 0.1%
Value ($000) $339 Shares 3,378 Est. Cost $104.32 Unrealized
HYG ISHARES TR 0.1%
Value ($000) $338 Shares 4,162 Est. Cost $84.04 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $332 Shares 542 Est. Cost $476.53 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $329 Shares 736 Est. Cost $367.49 Unrealized +30.6%
ADBE ADOBE INC 0.1%
Value ($000) $293 Shares 832 Est. Cost $371.57 Unrealized -3.4%
T AT&T INC 0.1%
Value ($000) $287 Shares 10,159 Est. Cost $22.38 Unrealized +25.4%
IVE ISHARES TR 0.1%
Value ($000) $280 Shares 1,355 Est. Cost $146.29 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $279 Shares 746 Est. Cost $75.03 Unrealized +384.2%
CSX CSX CORP 0.1%
Value ($000) $267 Shares 7,530 Est. Cost $27.69 Unrealized +22.6%
NOW SERVICENOW INC 0.1%
Value ($000) $266 Shares 289 Est. Cost $184.21 Unrealized +1.4%
ATRO ASTRONICS CORP 0.1%
Value ($000) $260 Shares 5,700 Est. Cost $10.01 Unrealized +264.6%
IWF ISHARES TR 0.1%
Value ($000) $252 Shares 538 Est. Cost $285.70 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $242 Shares 2,176 Est. Cost $70.68 Unrealized +58.9%
UNP UNION PAC CORP 0.1%
Value ($000) $240 Shares 1,017 Est. Cost $117.74 Unrealized +89.5%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $240 Shares 3,730 Est. Cost $58.10 Unrealized +15.1%
SPGP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $233 Shares 2,055 Est. Cost $72.18 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $233 Shares 1,400 Est. Cost $145.36 Unrealized +8.1%
RTX RTX CORPORATION 0.1%
Value ($000) $220 Shares 1,318 Est. Cost $58.47 Unrealized +163.9%
GLD SPDR GOLD TR 0.1%
Value ($000) $218 Shares 612 Est. Cost $287.42 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $213 Shares 1,724 Est. Cost $72.09 Unrealized +66.2%
UNM UNUM GROUP 0.1%
Value ($000) $211 Shares 2,709 Est. Cost $29.39 Unrealized +155.0%
OEF ISHARES TR 0.1%
Value ($000) $204 Shares 613 Est. Cost $195.96 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $201 Shares 421 Est. Cost $186.76 Unrealized +127.8%
GM GENERAL MTRS CO 0.1%
Value ($000) $197 Shares 3,233 Est. Cost $39.89 Unrealized +39.2%
DGRO ISHARES TR 0.0%
Value ($000) $185 Shares 2,721 Est. Cost $50.46 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $183 Shares 900 Est. Cost $158.94 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $171 Shares 571 Est. Cost $127.90 Unrealized +115.8%
GLW CORNING INC 0.0%
Value ($000) $170 Shares 2,067 Est. Cost $22.51 Unrealized +188.6%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $156 Shares 503 Est. Cost $83.03 Unrealized +261.5%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $154 Shares 257 Est. Cost $375.24 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $152 Shares 141 Est. Cost $369.50 Unrealized +151.8%
PLD PROLOGIS INC. 0.0%
Value ($000) $137 Shares 1,198 Est. Cost $101.75 Unrealized +6.4%
IVW ISHARES TR 0.0%
Value ($000) $131 Shares 1,085 Est. Cost $65.42 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $129 Shares 1,126 Est. Cost $103.62 Unrealized +12.9%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $125 Shares 443 Est. Cost $138.38 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value ($000) $125 Shares 167 Est. Cost $409.33 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $125 Shares 2,763 Est. Cost $46.13 Unrealized -1.3%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $120 Shares 352 Est. Cost $170.87 Unrealized +83.6%
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) $117 Shares 2,332 Est. Cost $50.07 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $115 Shares 880 Est. Cost $78.42 Unrealized +72.8%
PFE PFIZER INC 0.0%
Value ($000) $111 Shares 4,359 Est. Cost $25.61 Unrealized -5.7%
FNCL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $109 Shares 1,425 Est. Cost $49.04 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $104 Shares 382 Est. Cost $264.40 Unrealized +8.0%
SHEL SHELL PLC 0.0%
Value ($000) $103 Shares 1,439 Est. Cost $55.72 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $101 Shares 205 Est. Cost $309.88 Unrealized +64.6%
SYY SYSCO CORP 0.0%
Value ($000) $100 Shares 1,210 Est. Cost $53.53 Unrealized +47.3%
CI THE CIGNA GROUP 0.0%
Value ($000) $98 Shares 339 Est. Cost $287.86 Unrealized +1.9%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $97 Shares 300 Est. Cost $67.74 Unrealized +390.2%
GEV GE VERNOVA INC 0.0%
Value ($000) $91 Shares 148 Est. Cost $344.55 Unrealized +75.7%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $91 Shares 1,517 Est. Cost $54.26 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $90 Shares 374 Est. Cost $171.97 Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $90 Shares 950 Est. Cost $100.93 Unrealized -4.9%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $85 Shares 850 Est. Cost $65.18 Unrealized +52.1%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $85 Shares 425 Est. Cost $157.46 Unrealized +24.3%
MO ALTRIA GROUP INC 0.0%
Value ($000) $83 Shares 1,262 Est. Cost $41.72 Unrealized +47.2%
ALL ALLSTATE CORP 0.0%
Value ($000) $74 Shares 346 Est. Cost $117.95 Unrealized +69.7%
ASML ASML HOLDING N V 0.0%
Value ($000) $72 Shares 74 Est. Cost $968.09 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $69 Shares 622 Est. Cost $71.14 Unrealized +46.5%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $69 Shares 292 Est. Cost $71.80 Unrealized +136.4%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $69 Shares 300 Est. Cost $151.31 Unrealized +54.2%
PAYX PAYCHEX INC 0.0%
Value ($000) $69 Shares 541 Est. Cost $88.28 Unrealized +55.4%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $68 Shares 1,081 Est. Cost $54.62 Unrealized +16.1%
IJR ISHARES TR 0.0%
Value ($000) $64 Shares 540 Est. Cost $108.45 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $64 Shares 850 Est. Cost $68.27 Unrealized +5.8%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $64 Shares 1,458 Est. Cost $34.19 Unrealized +24.3%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $63 Shares 2,706 Est. Cost $29.71 Unrealized
BP BP PLC 0.0%
Value ($000) $63 Shares 1,826 Est. Cost $33.66 Unrealized
KELLANOVA 0.0%
Value ($000) $62 Shares 750 Est. Cost $51.54 Unrealized +52.5%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $59 Shares 499 Est. Cost $80.16 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $54 Shares 194 Est. Cost $244.57 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $54 Shares 179 Est. Cost $216.94 Unrealized
STT STATE STR CORP 0.0%
Value ($000) $53 Shares 454 Est. Cost $72.44 Unrealized +52.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $50 Shares 205 Est. Cost $187.78 Unrealized +27.3%
EIS ISHARES INC 0.0%
Value ($000) $50 Shares 500 Est. Cost $70.00 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $50 Shares 179 Est. Cost $184.36 Unrealized +44.2%
C CITIGROUP INC 0.0%
Value ($000) $50 Shares 492 Est. Cost $54.28 Unrealized +73.4%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $50 Shares 151 Est. Cost $276.99 Unrealized +16.3%
HON HONEYWELL INTL INC 0.0%
Value ($000) $49 Shares 235 Est. Cost $187.91 Unrealized +10.2%
CVS CVS HEALTH CORP 0.0%
Value ($000) $48 Shares 640 Est. Cost $70.02 Unrealized -3.1%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $47 Shares 700 Est. Cost $79.15 Unrealized -12.8%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $44 Shares 90 Est. Cost $382.33 Unrealized +39.6%
HSY HERSHEY CO 0.0%
Value ($000) $42 Shares 224 Est. Cost $166.02 Unrealized +8.2%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $42 Shares 228 Est. Cost $170.90 Unrealized +13.1%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $42 Shares 695 Est. Cost $56.02 Unrealized +3.1%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $41 Shares 240 Est. Cost $137.29 Unrealized +7.7%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $40 Shares 193 Est. Cost $181.99 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $40 Shares 414 Est. Cost $119.36 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $39 Shares 2,001 Est. Cost $20.11 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $43.20 Unrealized 0.0%
VST VISTRA CORP 0.0%
Value ($000) $39 Shares 200 Est. Cost $137.88 Unrealized +43.4%
PSX PHILLIPS 66 0.0%
Value ($000) $37 Shares 275 Est. Cost $90.92 Unrealized +39.0%
IXN ISHARES TR 0.0%
Value ($000) $36 Shares 353 Est. Cost $103.21 Unrealized
OLLI OLLIES BARGAIN OUTLET HLDGS 0.0%
Value ($000) $36 Shares 283 Est. Cost $87.00 Unrealized +52.6%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $35 Shares 590 Est. Cost $41.18 Unrealized +64.2%
AS AMER SPORTS INC 0.0%
Value ($000) $35 Shares 1,007 Est. Cost $21.97 Unrealized +71.6%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $34 Shares 478 Est. Cost $67.99 Unrealized -5.6%
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $34 Shares 194 Est. Cost $155.91 Unrealized
REAVES UTIL INCOME FD 0.0%
Value ($000) $33 Shares 840 Est. Cost $33.48 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $32 Shares 335 Est. Cost $111.64 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $31 Shares 406 Est. Cost $91.75 Unrealized -20.2%
LOW LOWES COS INC 0.0%
Value ($000) $31 Shares 124 Est. Cost $183.71 Unrealized +32.9%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $30 Shares 40 Est. Cost $632.32 Unrealized +16.3%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $30 Shares 50 Est. Cost $507.38 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $30 Shares 448 Est. Cost $57.41 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value ($000) $29 Shares 420 Est. Cost $47.79 Unrealized +31.4%
NDAQ NASDAQ INC 0.0%
Value ($000) $29 Shares 323 Est. Cost $92.14 Unrealized 0.0%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $28 Shares 285 Est. Cost $87.46 Unrealized +20.2%
IWO ISHARES TR 0.0%
Value ($000) $28 Shares 88 Est. Cost $311.94 Unrealized
IRM IRON MTN INC DEL 0.0%
Value ($000) $28 Shares 275 Est. Cost $102.07 Unrealized -7.2%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $28 Shares 145 Est. Cost $217.34 Unrealized -5.9%
SHY ISHARES TR 0.0%
Value ($000) $27 Shares 331 Est. Cost $81.28 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $27 Shares 287 Est. Cost $94.54 Unrealized 0.0%
EIPX FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $27 Shares 1,040 Est. Cost $25.63 Unrealized
UTWO RBB FD INC 0.0%
Value ($000) $27 Shares 557 Est. Cost $49.08 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $27 Shares 250 Est. Cost $91.28 Unrealized +10.1%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $27 Shares 120 Est. Cost $165.86 Unrealized +34.9%
IWM ISHARES TR 0.0%
Value ($000) $26 Shares 109 Est. Cost $164.83 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $26 Shares 75 Est. Cost $249.92 Unrealized +37.4%
NI NISOURCE INC 0.0%
Value ($000) $26 Shares 604 Est. Cost $26.15 Unrealized +57.0%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $26 Shares 151 Est. Cost $164.67 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $26 Shares 136 Est. Cost $114.57 Unrealized +77.9%
IJH ISHARES TR 0.0%
Value ($000) $25 Shares 390 Est. Cost $138.02 Unrealized
PLOW DOUGLAS DYNAMICS INC 0.0%
Value ($000) $25 Shares 800 Est. Cost $43.90 Unrealized -28.7%
FERG FERGUSON ENTERPRISES INC 0.0%
Value ($000) $24 Shares 109 Est. Cost $224.73 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $24 Shares 150 Est. Cost $77.49 Unrealized +98.2%
RBC RBC BEARINGS INC 0.0%
Value ($000) $23 Shares 60 Est. Cost $197.53 Unrealized +97.1%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $23 Shares 183 Est. Cost $112.39 Unrealized +12.8%
FLAHERTY & CRUMRINE PFD INCO 0.0%
Value ($000) $22 Shares 2,300 Est. Cost $10.23 Unrealized
IT GARTNER INC 0.0%
Value ($000) $22 Shares 85 Est. Cost $239.00 Unrealized +22.0%
SO SOUTHERN CO 0.0%
Value ($000) $22 Shares 235 Est. Cost $65.74 Unrealized +40.3%
IEF ISHARES TR 0.0%
Value ($000) $22 Shares 230 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
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $22 Shares 50 Est. Cost $343.30 Unrealized
CNC CENTENE CORP DEL 0.0%
Value ($000) $22 Shares 604 Est. Cost $71.76 Unrealized -57.9%
COP CONOCOPHILLIPS 0.0%
Value ($000) $21 Shares 225 Est. Cost $105.49 Unrealized -11.6%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $21 Shares 232 Est. Cost $71.71 Unrealized +25.7%
EATON VANCE LIMITED DURATION 0.0%
Value ($000) $21 Shares 2,082 Est. Cost $9.51 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $21 Shares 80 Est. Cost $326.67 Unrealized -25.7%
IWP ISHARES TR 0.0%
Value ($000) $20 Shares 143 Est. Cost $116.00 Unrealized
RBA RB GLOBAL INC 0.0%
Value ($000) $19 Shares 175 Est. Cost $56.38 Unrealized +98.8%
TLT ISHARES TR 0.0%
Value ($000) $18 Shares 206 Est. Cost $111.82 Unrealized
RPM RPM INTL INC 0.0%
Value ($000) $18 Shares 155 Est. Cost $93.06 Unrealized +28.9%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $18 Shares 663 Est. Cost $42.54 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $18 Shares 59 Est. Cost $205.39 Unrealized +32.1%
BSCU INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $18 Shares 1,060 Est. Cost $15.96 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $17 Shares 852 Est. Cost $18.47 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $17 Shares 105 Est. Cost $170.70 Unrealized 0.0%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $17 Shares 101 Est. Cost $47.96 Unrealized +185.3%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $17 Shares 200 Est. Cost $124.99 Unrealized -29.5%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $17 Shares 56 Est. Cost $498.37 Unrealized -35.9%
WSO WATSCO INC 0.0%
Value ($000) $17 Shares 41 Est. Cost $286.30 Unrealized +49.3%
SGDM SPROTT ETF TRUST 0.0%
Value ($000) $16 Shares 266 Est. Cost $27.59 Unrealized
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $16 Shares 57 Est. Cost $315.96 Unrealized -10.9%
IBB ISHARES TR 0.0%
Value ($000) $16 Shares 114 Est. Cost $151.91 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $16 Shares 60 Est. Cost $249.61 Unrealized +8.3%
CB CHUBB LIMITED 0.0%
Value ($000) $16 Shares 58 Est. Cost $155.25 Unrealized +77.3%
NUE NUCOR CORP 0.0%
Value ($000) $16 Shares 118 Est. Cost $126.78 Unrealized +10.8%
CSM PROSHARES TR 0.0%
Value ($000) $16 Shares 207 Est. Cost $82.42 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value ($000) $16 Shares 48 Est. Cost $308.14 Unrealized 0.0%
HLN HALEON PLC 0.0%
Value ($000) $15 Shares 1,714 Est. Cost $6.45 Unrealized
MET METLIFE INC 0.0%
Value ($000) $15 Shares 177 Est. Cost $74.30 Unrealized +4.9%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $14 Shares 215 Est. Cost $70.42 Unrealized -0.1%
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $14 Shares 106 Est. Cost $104.48 Unrealized
LAD LITHIA MTRS INC 0.0%
Value ($000) $14 Shares 45 Est. Cost $361.63 Unrealized -10.8%
ZROZ PIMCO ETF TR 0.0%
Value ($000) $14 Shares 207 Est. Cost $95.97 Unrealized
BLACKROCK MUNIYILD QULT FD I 0.0%
Value ($000) $14 Shares 1,200 Est. Cost $11.46 Unrealized
UNILEVER PLC 0.0%
Value ($000) $14 Shares 231 Est. Cost $58.20 Unrealized
CUBE CUBESMART 0.0%
Value ($000) $14 Shares 333 Est. Cost $40.66 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $13 Shares 902 Est. Cost $43.33 Unrealized -69.1%
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $13 Shares 142 Est. Cost $51.87 Unrealized +68.1%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $13 Shares 715 Est. Cost $29.95 Unrealized -37.6%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $13 Shares 133 Est. Cost $72.03 Unrealized +29.8%
CCI CROWN CASTLE INC 0.0%
Value ($000) $13 Shares 135 Est. Cost $150.03 Unrealized -33.9%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $13 Shares 69 Est. Cost $152.51 Unrealized +10.9%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $13 Shares 200 Est. Cost $63.08 Unrealized +1.5%
HEI HEICO CORP NEW 0.0%
Value ($000) $13 Shares 40 Est. Cost $137.98 Unrealized +130.6%
NVS NOVARTIS AG 0.0%
Value ($000) $13 Shares 100 Est. Cost $86.50 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $13 Shares 262 Est. Cost $43.80 Unrealized +0.1%
FTNT FORTINET INC 0.0%
Value ($000) $13 Shares 150 Est. Cost $101.38 Unrealized -12.0%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $13 Shares 142 Est. Cost $73.10 Unrealized +18.4%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $13 Shares 24 Est. Cost $424.94 Unrealized +32.1%
NDSN NORDSON CORP 0.0%
Value ($000) $12 Shares 55 Est. Cost $201.02 Unrealized +9.0%
IVLU ISHARES TR 0.0%
Value ($000) $12 Shares 350 Est. Cost $29.53 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $12 Shares 184 Est. Cost $52.12 Unrealized +19.8%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $12 Shares 61 Est. Cost $204.85 Unrealized -0.4%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $12 Shares 101 Est. Cost $88.51 Unrealized +10.4%
ENTG ENTEGRIS INC 0.0%
Value ($000) $12 Shares 130 Est. Cost $112.78 Unrealized -24.7%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $12 Shares 50 Est. Cost $147.75 Unrealized +67.3%
BSMR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $12 Shares 500 Est. Cost $24.00 Unrealized
HPQ HP INC 0.0%
Value ($000) $12 Shares 434 Est. Cost $27.18 Unrealized -3.8%
EXPO EXPONENT INC 0.0%
Value ($000) $12 Shares 170 Est. Cost $88.68 Unrealized -20.0%
IYW ISHARES TR 0.0%
Value ($000) $12 Shares 60 Est. Cost $140.45 Unrealized
BLACKROCK CORE BD TR 0.0%
Value ($000) $12 Shares 1,177 Est. Cost $13.20 Unrealized
PFXF VANECK ETF TRUST 0.0%
Value ($000) $12 Shares 656 Est. Cost $19.92 Unrealized
FIVE FIVE BELOW INC 0.0%
Value ($000) $12 Shares 75 Est. Cost $190.98 Unrealized -25.9%
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $12 Shares 63 Est. Cost $123.66 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $11 Shares 190 Est. Cost $62.15 Unrealized
SAM BOSTON BEER INC 0.0%
Value ($000) $11 Shares 50 Est. Cost $1122.26 Unrealized -81.0%
TJX TJX COS INC NEW 0.0%
Value ($000) $11 Shares 73 Est. Cost $86.16 Unrealized +53.5%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $10 Shares 280 Est. Cost $14.08 Unrealized +214.9%
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $10 Shares 239 Est. Cost $87.87 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $10 Shares 49 Est. Cost $98.23 Unrealized +121.7%
FAST FASTENAL CO 0.0%
Value ($000) $10 Shares 212 Est. Cost $31.70 Unrealized +48.1%
FFIV F5 INC 0.0%
Value ($000) $10 Shares 32 Est. Cost $276.25 Unrealized +13.3%
GOVT ISHARES TR 0.0%
Value ($000) $10 Shares 447 Est. Cost $22.78 Unrealized
TTC TORO CO 0.0%
Value ($000) $10 Shares 135 Est. Cost $109.93 Unrealized -30.3%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $10 Shares 363 Est. Cost $26.48 Unrealized +1.9%
NKE NIKE INC 0.0%
Value ($000) $10 Shares 145 Est. Cost $81.69 Unrealized -9.7%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $10 Shares 72 Est. Cost $144.67 Unrealized -3.2%
BURL BURLINGTON STORES INC 0.0%
Value ($000) $10 Shares 39 Est. Cost $318.32 Unrealized -14.7%
SRE SEMPRA 0.0%
Value ($000) $10 Shares 110 Est. Cost $75.29 Unrealized +6.0%
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 +20.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $10 Shares 103 Est. Cost $83.88 Unrealized +8.8%
GVA GRANITE CONSTR INC 0.0%
Value ($000) $10 Shares 88 Est. Cost $83.53 Unrealized +23.0%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $10 Shares 166 Est. Cost $74.12 Unrealized -26.9%
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 +16.2%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $10 Shares 51 Est. Cost $223.43 Unrealized -17.6%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $9 Shares 120 Est. Cost $30.98 Unrealized +0.5%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $9 Shares 19 Est. Cost $338.26 Unrealized +34.4%
POOL POOL CORP 0.0%
Value ($000) $9 Shares 30 Est. Cost $370.39 Unrealized -16.0%
SUI SUN CMNTYS INC 0.0%
Value ($000) $9 Shares 70 Est. Cost $170.92 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $9 Shares 58 Est. Cost $143.92 Unrealized +1.5%
BG BUNGE GLOBAL SA 0.0%
Value ($000) $9 Shares 105 Est. Cost $97.91 Unrealized -19.1%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $8 Shares 111 Est. Cost $70.82 Unrealized +5.3%
BTG B2GOLD CORP 0.0%
Value ($000) $8 Shares 1,661 Est. Cost $2.80 Unrealized +40.6%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $8 Shares 28 Est. Cost $313.37 Unrealized +21.2%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $8 Shares 255 Est. Cost $29.11 Unrealized
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $8 Shares 125 Est. Cost $41.56 Unrealized +55.5%
SCI SERVICE CORP INTL 0.0%
Value ($000) $8 Shares 93 Est. Cost $78.68 Unrealized +1.4%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $8 Shares 100 Est. Cost $76.72 Unrealized
GLRE GREENLIGHT CAPITAL RE LTD 0.0%
Value ($000) $8 Shares 600 Est. Cost $9.16 Unrealized +42.4%
KR KROGER CO 0.0%
Value ($000) $7 Shares 111 Est. Cost $34.11 Unrealized +102.5%
EOG EOG RES INC 0.0%
Value ($000) $7 Shares 66 Est. Cost $112.08 Unrealized +5.2%
STAG STAG INDL INC 0.0%
Value ($000) $7 Shares 206 Est. Cost $38.83 Unrealized
IGE ISHARES TR 0.0%
Value ($000) $7 Shares 146 Est. Cost $45.47 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $7 Shares 24 Est. Cost $278.75 Unrealized +1.0%
IYC ISHARES TR 0.0%
Value ($000) $7 Shares 68 Est. Cost $88.34 Unrealized
RIVERNORTH MANAGED DUR MUN I 0.0%
Value ($000) $7 Shares 500 Est. Cost $14.41 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $7 Shares 28 Est. Cost $175.56 Unrealized +55.8%
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $7 Shares 185 Est. Cost $32.27 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $7 Shares 64 Est. Cost $116.52 Unrealized -11.4%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $7 Shares 26 Est. Cost $223.58 Unrealized
MHK MOHAWK INDS INC 0.0%
Value ($000) $6 Shares 49 Est. Cost $88.68 Unrealized +39.7%
AMX AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $6 Shares 300 Est. Cost $21.05 Unrealized
VOYA INFRASTRUCTURE INDLS & 0.0%
Value ($000) $6 Shares 511 Est. Cost $10.19 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $6 Shares 184 Est. Cost $20.72 Unrealized +16.9%
ARKW ARK ETF TR 0.0%
Value ($000) $6 Shares 51 Est. Cost $158.40 Unrealized
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $6 Shares 34 Est. Cost $449.61 Unrealized -57.0%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $6 Shares 50 Est. Cost $73.04 Unrealized +48.1%
SDY SPDR SERIES TRUST 0.0%
Value ($000) $6 Shares 40 Est. Cost $119.72 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $6 Shares 274 Est. Cost $12.51 Unrealized +70.5%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $5 Shares 30 Est. Cost $168.36 Unrealized
NOBL PROSHARES TR 0.0%
Value ($000) $5 Shares 50 Est. Cost $95.20 Unrealized
NET CLOUDFLARE INC 0.0%
Value ($000) $5 Shares 24 Est. Cost $82.78 Unrealized +146.6%
HELE HELEN OF TROY LTD 0.0%
Value ($000) $5 Shares 204 Est. Cost $24.22 Unrealized 0.0%
Z ZILLOW GROUP INC 0.0%
Value ($000) $5 Shares 66 Est. Cost $53.70 Unrealized +52.2%
BILL BILL HOLDINGS INC 0.0%
Value ($000) $5 Shares 94 Est. Cost $46.44 Unrealized 0.0%
CEVA CEVA INC 0.0%
Value ($000) $5 Shares 187 Est. Cost $23.29 Unrealized 0.0%
FTV FORTIVE CORP 0.0%
Value ($000) $5 Shares 100 Est. Cost $57.10 Unrealized -13.9%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $5 Shares 200 Est. Cost $13.75 Unrealized +59.1%
PCVX VAXCYTE INC 0.0%
Value ($000) $5 Shares 135 Est. Cost $79.95 Unrealized -58.6%
MFS MULTIMARKET INCOME TR 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $4.63 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $5 Shares 26 Est. Cost $351.02 Unrealized -42.9%
VFC V F CORP 0.0%
Value ($000) $5 Shares 318 Est. Cost $83.35 Unrealized -83.9%
NWL NEWELL BRANDS INC 0.0%
Value ($000) $4 Shares 858 Est. Cost $5.51 Unrealized 0.0%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $4 Shares 46 Est. Cost $86.31 Unrealized +24.0%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $4 Shares 78 Est. Cost $90.78 Unrealized
TOST TOAST INC 0.0%
Value ($000) $4 Shares 116 Est. Cost $37.20 Unrealized +16.7%
ICUI ICU MED INC 0.0%
Value ($000) $4 Shares 35 Est. Cost $205.72 Unrealized -38.4%
BLMN BLOOMIN BRANDS INC 0.0%
Value ($000) $4 Shares 564 Est. Cost $7.79 Unrealized +2.0%
FV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $4 Shares 64 Est. Cost $61.92 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $4 Shares 125 Est. Cost $27.42 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $4 Shares 4 Est. Cost $844.05 Unrealized +5.3%
VNO VORNADO RLTY TR 0.0%
Value ($000) $4 Shares 94 Est. Cost $46.42 Unrealized
POWW OUTDOOR HOLDING CO 0.0%
Value ($000) $4 Shares 2,457 Est. Cost $2.10 Unrealized -36.5%
KVUE KENVUE INC 0.0%
Value ($000) $3 Shares 215 Est. Cost $21.13 Unrealized -5.0%
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $3 Shares 22 Est. Cost $145.24 Unrealized -3.2%
EATON VANCE MUN BD FD 0.0%
Value ($000) $3 Shares 300 Est. Cost $10.12 Unrealized
TTD THE TRADE DESK INC 0.0%
Value ($000) $3 Shares 60 Est. Cost $90.63 Unrealized -30.0%
VTRS VIATRIS INC 0.0%
Value ($000) $3 Shares 293 Est. Cost $11.87 Unrealized -19.4%
CCL CARNIVAL CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $14.59 Unrealized +107.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $435.45 Unrealized +3.0%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $3 Shares 9 Est. Cost $263.33 Unrealized
ULCC FRONTIER GROUP HLDGS INC 0.0%
Value ($000) $3 Shares 621 Est. Cost $8.98 Unrealized -49.5%
CLX CLOROX CO DEL 0.0%
Value ($000) $3 Shares 21 Est. Cost $137.63 Unrealized -11.2%
GT GOODYEAR TIRE & RUBR CO 0.0%
Value ($000) $2 Shares 329 Est. Cost $17.75 Unrealized -47.1%
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 +20.5%
WU WESTERN UN CO 0.0%
Value ($000) $2 Shares 276 Est. Cost $18.12 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $2 Shares 8 Est. Cost $139.03 Unrealized +92.4%
PENN PENN ENTERTAINMENT INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $84.25 Unrealized -77.7%
PSEC PROSPECT CAP CORP 0.0%
Value ($000) $1 Shares 539 Est. Cost $4.56 Unrealized -40.5%
RAL RALLIANT CORP 0.0%
Value ($000) $1 Shares 33 Est. Cost $49.24 Unrealized -9.7%
SBUX STARBUCKS CORP 0.0%
Value ($000) $1 Shares 17 Est. Cost $95.68 Unrealized -7.4%
VSTS VESTIS CORPORATION 0.0%
Value ($000) $1 Shares 318 Est. Cost $13.27 Unrealized -61.4%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $195.01 Unrealized 0.0%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $74.98 Unrealized +40.7%
BEP BROOKFIELD RENEWABLE PARTNER 0.0%
Value ($000) $1 Shares 51 Est. Cost $39.22 Unrealized
ACHR ARCHER AVIATION INC 0.0%
Value ($000) $1 Shares 132 Est. Cost $9.36 Unrealized +5.7%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $1 Shares 27 Est. Cost $46.36 Unrealized +3.5%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $1 Shares 23 Est. Cost $43.97 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $191.71 Unrealized -5.7%
VIS VANGUARD WORLD FD 0.0%
Value ($000) $1 Shares 4 Est. Cost $296.50 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $347.16 Unrealized -67.6%
IGV ISHARES TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $169.60 Unrealized
SPYG SPDR SERIES TRUST 0.0%
Value ($000) $1 Shares 10 Est. Cost $85.49 Unrealized
JBGS JBG SMITH PPTYS 0.0%
Value ($000) $1 Shares 47 Est. Cost $31.25 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $214.15 Unrealized +8.2%
UE URBAN EDGE PPTYS 0.0%
Value ($000) $1 Shares 47 Est. Cost $19.68 Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $47.44 Unrealized +2.9%
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 +86.0%
VDE VANGUARD WORLD FD 0.0%
Value ($000) $1 Shares 7 Est. Cost $84.53 Unrealized
ERIC TELEFONAKTIEBOLAGET LM ERICS 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $197.70 Unrealized +7.7%
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $1 Shares 214 Est. Cost $24.18 Unrealized -81.7%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $480.37 Unrealized -13.0%
MCK MCKESSON CORP 0.0%
Value ($000) $1 Shares 1 Est. Cost $553.37 Unrealized +27.0%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $22.93 Unrealized +36.2%
ETSY ETSY INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $185.07 Unrealized -67.7%
USB US BANCORP DEL 0.0%
Value ($000) $1 Shares 15 Est. Cost $47.72 Unrealized -2.9%
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $1 Shares 2 Est. Cost $275.04 Unrealized +17.1%
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 -67.7%
ARKG ARK ETF TR 0.0%
Value ($000) $1 Shares 28 Est. Cost $107.14 Unrealized
ALIT ALIGHT INC 0.0%
Value ($000) $1 Shares 104 Est. Cost $10.04 Unrealized -57.1%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $100.52 Unrealized +3.0%
DVY ISHARES TR 0.0%
Value ($000) $1 Shares 4 Est. Cost $135.25 Unrealized
LMND LEMONADE INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $22.73 Unrealized +114.7%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $1 Shares 10 Est. Cost $45.04 Unrealized +26.2%
RUN SUNRUN INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $48.29 Unrealized -72.3%
HEI/A HEICO CORP NEW 0.0%
Value ($000) $1 Shares 2 Est. Cost $189.29 Unrealized +32.0%
MCO MOODYS CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $458.71 Unrealized +9.6%
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value ($000) $0 Shares 5 Est. Cost $73.42 Unrealized +24.4%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $347.95 Unrealized +1.0%
SFIX STITCH FIX INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $51.20 Unrealized -90.4%
PWR QUANTA SVCS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $263.91 Unrealized +47.2%
ZM ZOOM COMMUNICATIONS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $333.04 Unrealized -76.6%
HRB BLOCK H & R INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $57.15 Unrealized -9.0%
WAB WABTEC 0.0%
Value ($000) $0 Shares 2 Est. Cost $172.81 Unrealized +14.0%
GEN GEN DIGITAL INC 0.0%
Value ($000) $0 Shares 14 Est. Cost $25.05 Unrealized +18.6%
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $0 Shares 37 Est. Cost $6.70 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $117.42 Unrealized +20.6%
SYK STRYKER CORPORATION 0.0%
Value ($000) $0 Shares 1 Est. Cost $376.94 Unrealized +2.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $51.16 Unrealized +14.0%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $0 Shares 49 Est. Cost $22.64 Unrealized -65.5%
ROKU ROKU INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $353.72 Unrealized -73.9%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $276.46 Unrealized +24.4%
TFC TRUIST FINL CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $39.58 Unrealized +12.0%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $72.24 Unrealized +9.5%
EVRG EVERGY INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $55.06 Unrealized +27.6%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $179.84 Unrealized +30.7%
PSFE PAYSAFE LIMITED 0.0%
Value ($000) $0 Shares 23 Est. Cost $16.16 Unrealized -17.2%
SAP SAP SE 0.0%
Value ($000) $0 Shares 1 Est. Cost $236.00 Unrealized
RDN RADIAN GROUP INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $33.21 Unrealized +3.7%
GRMN GARMIN LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $168.87 Unrealized +35.7%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $0 Shares 7 Est. Cost $42.68 Unrealized -19.5%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $0 Shares 1 Est. Cost $191.85 Unrealized +6.3%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $131.41 Unrealized +52.4%
AEE AMEREN CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $76.79 Unrealized +28.4%
FSLY FASTLY INC 0.0%
Value ($000) $0 Shares 26 Est. Cost $56.82 Unrealized -87.0%
SIXG ETF SER SOLUTIONS 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $89.95 Unrealized +102.5%
F FORD MTR CO 0.0%
Value ($000) $0 Shares 16 Est. Cost $10.44 Unrealized +8.5%
HUYA HUYA INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $20.00 Unrealized
EMBJ EMBRAER S.A. 0.0%
Value ($000) $0 Shares 3 Est. Cost $35.67 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 +14.8%
BX BLACKSTONE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $133.67 Unrealized +26.8%
CBRE CBRE GROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $109.03 Unrealized +41.9%
MMM 3M CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $119.14 Unrealized +28.5%
USFD US FOODS HLDG CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $55.96 Unrealized +42.1%
NLOP NET LEASE OFFICE PROPERTIES 0.0%
Value ($000) $0 Shares 5 Est. Cost $30.80 Unrealized
BOC BOSTON OMAHA CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $29.06 Unrealized -53.8%
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $107.07 Unrealized +19.0%
GH GUARDANT HEALTH INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $28.30 Unrealized +92.2%
ASIX ADVANSIX INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $35.22 Unrealized -41.2%
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 -43.2%
SST SYSTEM1 INC 0.0%
Value ($000) $0 Shares 115 Est. Cost $4.44 Unrealized +55.7%
KPTI KARYOPHARM THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $8.54 Unrealized -37.0%