West Branch Capital LLC Diversified Active

Location: Amherst, MA

CIK: 0001738723 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 14, 2026

Total Value: $373M (100.0% shares, 0.0% debt)

Holdings (378)

AAPL APPLE INC 10.3%
Value $38.44M Shares 151,455 Est. Cost $101.81 Unrealized +158.2%
NVDA NVIDIA CORPORATION 9.6%
Value $35.99M Shares 206,367 Est. Cost $92.95 Unrealized +100.8%
GOOGL ALPHABET INC 7.0%
Value $26.15M Shares 90,949 Est. Cost $119.34 Unrealized +170.9%
MSFT MICROSOFT CORP 5.4%
Value $20.32M Shares 54,901 Est. Cost $175.13 Unrealized +148.2%
AMZN AMAZON COM INC 5.3%
Value $19.76M Shares 94,860 Est. Cost $140.08 Unrealized +61.9%
SPY STATE STR SPDR S&P 500 ETF T 5.3%
Value $19.62M Shares 30,169 Est. Cost $364.07 Unrealized
MOG/B MOOG INC 4.7%
Value $17.73M Shares 60,114 Est. Cost $80.08 Unrealized +277.5%
JPM JPMORGAN CHASE & CO 2.7%
Value $10.01M Shares 34,037 Est. Cost $107.49 Unrealized +189.7%
AVGO BROADCOM INC 2.7%
Value $9.936M Shares 32,101 Est. Cost $159.36 Unrealized +109.7%
PG PROCTER & GAMBLE CO 2.7%
Value $9.933M Shares 68,771 Est. Cost $125.34 Unrealized +21.1%
WMT WALMART INC 2.5%
Value $9.488M Shares 76,347 Est. Cost $56.17 Unrealized +117.3%
JNJ JOHNSON & JOHNSON 2.2%
Value $8.16M Shares 33,382 Est. Cost $127.80 Unrealized +78.3%
LLY ELI LILLY & CO 2.1%
Value $7.841M Shares 8,525 Est. Cost $565.89 Unrealized +85.0%
XOM EXXON MOBIL CORP 1.9%
Value $7.21M Shares 42,496 Est. Cost $79.70 Unrealized +74.1%
META META PLATFORMS INC 1.9%
Value $6.921M Shares 12,096 Est. Cost $488.86 Unrealized +34.1%
V VISA INC 1.8%
Value $6.638M Shares 21,962 Est. Cost $182.97 Unrealized +79.9%
ABBV ABBVIE INC 1.8%
Value $6.581M Shares 30,260 Est. Cost $78.69 Unrealized +182.9%
ORCL ORACLE CORP 1.7%
Value $6.275M Shares 42,653 Est. Cost $74.64 Unrealized +127.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.6%
Value $5.992M Shares 12,505 Est. Cost $465.50 Unrealized +6.0%
IVV ISHARES TR 1.6%
Value $5.957M Shares 9,120 Est. Cost $348.10 Unrealized
CVX CHEVRON CORPORATION 1.3%
Value $4.813M Shares 23,261 Est. Cost $142.45 Unrealized +20.6%
HD HOME DEPOT INC 1.3%
Value $4.729M Shares 14,379 Est. Cost $221.41 Unrealized +70.3%
TSLA TESLA INC 1.2%
Value $4.461M Shares 12,001 Est. Cost $291.35 Unrealized +46.2%
MA MASTERCARD INCORPORATED 1.1%
Value $4.237M Shares 8,480 Est. Cost $376.03 Unrealized +43.4%
COST COSTCO WHOLESALE CORPORATION 1.1%
Value $4.23M Shares 4,246 Est. Cost $670.64 Unrealized +43.7%
CSCO CISCO SYS INC 1.1%
Value $4.196M Shares 54,082 Est. Cost $43.28 Unrealized +80.0%
KO COCA COLA CO 1.0%
Value $3.678M Shares 48,368 Est. Cost $53.76 Unrealized +39.1%
BAC BANK AMERICA CORP 0.9%
Value $3.314M Shares 67,986 Est. Cost $33.96 Unrealized +58.0%
CAT CATERPILLAR INC 0.8%
Value $3.171M Shares 4,476 Est. Cost $598.31 Unrealized +14.4%
NFLX NETFLIX INC. 0.8%
Value $3.113M Shares 32,379 Est. Cost $102.82 Unrealized -18.5%
UNH UNITEDHEALTH GROUP INC 0.8%
Value $3.105M Shares 11,475 Est. Cost $321.64 Unrealized -4.0%
GE GE AEROSPACE 0.8%
Value $3.055M Shares 10,766 Est. Cost $260.29 Unrealized +22.2%
MCD MCDONALDS CORP 0.8%
Value $2.878M Shares 9,261 Est. Cost $196.05 Unrealized +61.8%
WFC WELLS FARGO & CO 0.6%
Value $2.341M Shares 29,404 Est. Cost $61.63 Unrealized +46.1%
MU MICRON TECHNOLOGY INC 0.6%
Value $2.059M Shares 6,094 Est. Cost $318.31 Unrealized +21.6%
MOG/A MOOG INC 0.5%
Value $2.019M Shares 6,899 Est. Cost $79.95 Unrealized +278.4%
GOOG ALPHABET INC 0.5%
Value $1.953M Shares 6,808 Est. Cost $115.46 Unrealized +180.3%
AMAT APPLIED MATLS INC 0.5%
Value $1.778M Shares 5,203 Est. Cost $326.42 Unrealized +0.0%
AMD ADVANCED MICRO DEVICES INC 0.5%
Value $1.704M Shares 8,378 Est. Cost $203.63 Unrealized +8.9%
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value $1.697M Shares 7,003 Est. Cost $231.80 Unrealized +22.5%
ABT ABBOTT LABORATORIES 0.4%
Value $1.605M Shares 15,637 Est. Cost $88.77 Unrealized +30.0%
TMUS T-MOBILE US INC 0.4%
Value $1.522M Shares 7,248 Est. Cost $204.84 Unrealized -2.2%
RTX RTX CORPORATION 0.4%
Value $1.472M Shares 7,633 Est. Cost $167.84 Unrealized +17.1%
PM PHILIP MORRIS INTL INC 0.4%
Value $1.461M Shares 8,837 Est. Cost $151.06 Unrealized +16.5%
PLTR PALANTIR TECHNOLOGIES INC 0.4%
Value $1.396M Shares 9,545 Est. Cost $148.09 Unrealized +4.1%
MS MORGAN STANLEY 0.4%
Value $1.349M Shares 8,196 Est. Cost $154.43 Unrealized +16.3%
LRCX LAM RESEARCH CORP 0.4%
Value $1.32M Shares 6,180 Est. Cost $222.71 Unrealized +1.5%
GS GOLDMAN SACHS GROUP INC 0.3%
Value $1.096M Shares 1,295 Est. Cost $796.30 Unrealized +17.1%
MRK MERCK & CO INC 0.2%
Value $894K Shares 7,432 Est. Cost $88.74 Unrealized +28.8%
VBR VANGUARD INDEX FDS 0.2%
Value $786K Shares 3,620 Est. Cost $129.42 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value $756K Shares 2,498 Est. Cost $295.99 Unrealized +20.3%
GLTR ABRDN PRECIOUS METALS BASKET 0.2%
Value $649K Shares 2,965 Est. Cost $83.46 Unrealized
BLK BLACKROCK INC 0.2%
Value $590K Shares 614 Est. Cost $991.05 Unrealized +10.7%
IAU ISHARES GOLD TR 0.2%
Value $585K Shares 6,630 Est. Cost $40.20 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value $583K Shares 965 Est. Cost $285.37 Unrealized +110.6%
MTB M & T BK CORP 0.1%
Value $488K Shares 2,361 Est. Cost $127.93 Unrealized +72.9%
SGOL ETFS GOLD TR 0.1%
Value $485K Shares 10,859 Est. Cost $17.12 Unrealized
ACWX ISHARES TR 0.1%
Value $467K Shares 6,815 Est. Cost $60.92 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value $433K Shares 14,878 Est. Cost $44.07 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value $416K Shares 99 Est. Cost $1933.58 Unrealized +147.3%
ATRO ASTRONICS CORP 0.1%
Value $380K Shares 5,700 Est. Cost $10.01 Unrealized +633.2%
AMGN AMGEN INC 0.1%
Value $379K Shares 1,078 Est. Cost $190.99 Unrealized +83.1%
PEP PEPSICO INC 0.1%
Value $366K Shares 2,359 Est. Cost $121.94 Unrealized +26.9%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value $358K Shares 1,664 Est. Cost $175.46 Unrealized
IUSG ISHARES TR 0.1%
Value $344K Shares 2,221 Est. Cost $74.93 Unrealized
CSX CSX CORP 0.1%
Value $309K Shares 7,531 Est. Cost $27.69 Unrealized +39.1%
GILD GILEAD SCIENCES INC 0.1%
Value $304K Shares 2,183 Est. Cost $70.68 Unrealized +95.8%
ISRG INTUITIVE SURGICAL INC 0.1%
Value $301K Shares 654 Est. Cost $367.49 Unrealized +41.8%
IVE ISHARES TR 0.1%
Value $286K Shares 1,355 Est. Cost $146.29 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value $264K Shares 1,782 Est. Cost $83.72 Unrealized
HYG ISHARES TR 0.1%
Value $257K Shares 3,225 Est. Cost $84.04 Unrealized
AGG ISHARES TR 0.1%
Value $241K Shares 2,430 Est. Cost $104.32 Unrealized
GM GENERAL MTRS CO 0.1%
Value $236K Shares 3,167 Est. Cost $39.89 Unrealized +106.2%
GLD SPDR GOLD TR 0.1%
Value $231K Shares 537 Est. Cost $287.42 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.1%
Value $221K Shares 2,055 Est. Cost $72.18 Unrealized
KLAC KLA CORP 0.1%
Value $208K Shares 141 Est. Cost $369.50 Unrealized +295.7%
ITOT ISHARES TR 0.1%
Value $203K Shares 1,422 Est. Cost $88.49 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value $200K Shares 1,531 Est. Cost $72.09 Unrealized +67.7%
UNM UNUM GROUP 0.1%
Value $198K Shares 2,709 Est. Cost $29.39 Unrealized +157.1%
ETN EATON CORP PLC 0.1%
Value $198K Shares 553 Est. Cost $75.03 Unrealized +371.3%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $196K Shares 398 Est. Cost $441.04 Unrealized +30.3%
IWD ISHARES TR 0.1%
Value $192K Shares 900 Est. Cost $158.94 Unrealized
QCOM QUALCOMM INC 0.0%
Value $180K Shares 1,400 Est. Cost $145.36 Unrealized +5.9%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $167K Shares 2,750 Est. Cost $46.18 Unrealized +24.4%
QQQ INVESCO QQQ TR 0.0%
Value $159K Shares 275 Est. Cost $388.46 Unrealized
IWF ISHARES TR 0.0%
Value $149K Shares 350 Est. Cost $285.70 Unrealized
LIN LINDE PLC 0.0%
Value $146K Shares 295 Est. Cost $430.38 Unrealized +6.9%
VTI VANGUARD INDEX FDS 0.0%
Value $139K Shares 432 Est. Cost $155.61 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value $137K Shares 229 Est. Cost $476.53 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value $135K Shares 2,092 Est. Cost $58.10 Unrealized +30.4%
SHEL SHELL PLC 0.0%
Value $134K Shares 1,439 Est. Cost $55.72 Unrealized
GEV GE VERNOVA INC 0.0%
Value $134K Shares 153 Est. Cost $357.37 Unrealized +106.2%
EIPI FIRST TR EXCHNG TRADED FD VI 0.0%
Value $133K Shares 5,911 Est. Cost $18.58 Unrealized
PLD PROLOGIS INC. 0.0%
Value $131K Shares 991 Est. Cost $101.75 Unrealized +26.8%
IVW ISHARES TR 0.0%
Value $123K Shares 1,087 Est. Cost $65.42 Unrealized
T AT&T INC 0.0%
Value $123K Shares 4,232 Est. Cost $22.38 Unrealized +15.0%
PFE PFIZER INC 0.0%
Value $122K Shares 4,359 Est. Cost $25.61 Unrealized +2.2%
GD GENERAL DYNAMICS CORP 0.0%
Value $121K Shares 352 Est. Cost $170.87 Unrealized +107.5%
FLDR FIDELITY MERRIMACK STR TR 0.0%
Value $119K Shares 2,377 Est. Cost $50.07 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value $117K Shares 168 Est. Cost $409.33 Unrealized
DGRO ISHARES TR 0.0%
Value $117K Shares 1,661 Est. Cost $53.93 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $115K Shares 2,299 Est. Cost $36.66 Unrealized +19.5%
EMR EMERSON ELEC CO 0.0%
Value $115K Shares 880 Est. Cost $78.42 Unrealized +89.3%
OEF ISHARES TR 0.0%
Value $113K Shares 354 Est. Cost $198.37 Unrealized
SLG SL GREEN RLTY CORP 0.0%
Value $111K Shares 3,000 Est. Cost $36.94 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value $101K Shares 257 Est. Cost $71.80 Unrealized +424.3%
APD AIR PRODUCTS AND CHEMICALS I 0.0%
Value $101K Shares 346 Est. Cost $264.40 Unrealized +2.7%
FNCL FIDELITY COVINGTON TRUST 0.0%
Value $100K Shares 1,425 Est. Cost $49.04 Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value $97,632 Shares 950 Est. Cost $100.93 Unrealized +1.2%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $92,913 Shares 429 Est. Cost $83.03 Unrealized +189.5%
GLW CORNING INC 0.0%
Value $91,439 Shares 672 Est. Cost $22.51 Unrealized +396.1%
PNC PNC FINL SVCS GROUP INC 0.0%
Value $88,439 Shares 425 Est. Cost $163.35 Unrealized +37.7%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value $82,554 Shares 300 Est. Cost $67.74 Unrealized +356.0%
ADBE ADOBE INC 0.0%
Value $81,918 Shares 337 Est. Cost $371.57 Unrealized -22.0%
ASML ASML HLDG NV 0.0%
Value $79,250 Shares 60 Est. Cost $968.09 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value $78,948 Shares 850 Est. Cost $68.27 Unrealized +27.7%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value $75,359 Shares 1,176 Est. Cost $54.26 Unrealized
BP BP PLC 0.0%
Value $75,247 Shares 1,601 Est. Cost $33.66 Unrealized
ALL ALLSTATE CORP 0.0%
Value $71,740 Shares 346 Est. Cost $117.95 Unrealized +72.1%
SCHF SCHWAB STRATEGIC TR 0.0%
Value $66,974 Shares 2,706 Est. Cost $29.71 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value $65,706 Shares 300 Est. Cost $151.31 Unrealized +43.2%
XLK SELECT SECTOR SPDR TR 0.0%
Value $64,590 Shares 486 Est. Cost $140.84 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value $63,949 Shares 229 Est. Cost $306.35 Unrealized -1.7%
XLY SELECT SECTOR SPDR TR 0.0%
Value $63,536 Shares 583 Est. Cost $145.69 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value $62,309 Shares 1,081 Est. Cost $54.62 Unrealized +6.5%
MO ALTRIA GROUP INC 0.0%
Value $59,787 Shares 906 Est. Cost $41.72 Unrealized +51.1%
EIS ISHARES INC 0.0%
Value $58,020 Shares 500 Est. Cost $70.00 Unrealized
CRM SALESFORCE INC 0.0%
Value $57,822 Shares 310 Est. Cost $279.71 Unrealized -22.9%
NOW SERVICENOW INC 0.0%
Value $55,935 Shares 535 Est. Cost $178.38 Unrealized -32.1%
XLC SELECT SECTOR SPDR TR 0.0%
Value $55,320 Shares 499 Est. Cost $80.16 Unrealized
HON HONEYWELL INTL INC 0.0%
Value $53,118 Shares 235 Est. Cost $187.91 Unrealized +20.2%
VONE VANGUARD SCOTTSDALE FDS 0.0%
Value $52,827 Shares 179 Est. Cost $216.94 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value $50,931 Shares 450 Est. Cost $65.18 Unrealized +61.6%
CI THE CIGNA GROUP 0.0%
Value $50,416 Shares 189 Est. Cost $287.86 Unrealized -2.5%
SYY SYSCO CORP 0.0%
Value $49,931 Shares 700 Est. Cost $53.53 Unrealized +53.6%
AMP AMERIPRISE FINL INC 0.0%
Value $46,662 Shares 105 Est. Cost $309.88 Unrealized +61.4%
IJR ISHARES TR 0.0%
Value $46,617 Shares 375 Est. Cost $108.45 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value $46,576 Shares 296 Est. Cost $161.22 Unrealized +1.0%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value $45,402 Shares 194 Est. Cost $244.57 Unrealized
C CITIGROUP INC 0.0%
Value $44,457 Shares 392 Est. Cost $87.36 Unrealized +33.0%
TXN TEXAS INSTRS INC 0.0%
Value $43,488 Shares 224 Est. Cost $170.90 Unrealized +20.7%
CVS CVS HEALTH CORP 0.0%
Value $42,374 Shares 590 Est. Cost $70.02 Unrealized +11.3%
BSCR INVESCO EXCH TRD SLF IDX FD 0.0%
Value $39,833 Shares 2,030 Est. Cost $20.10 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value $39,720 Shares 193 Est. Cost $181.99 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value $35,810 Shares 40 Est. Cost $632.32 Unrealized +51.5%
VOE VANGUARD INDEX FDS 0.0%
Value $35,751 Shares 194 Est. Cost $155.91 Unrealized
UNP UNION PAC CORP 0.0%
Value $35,632 Shares 147 Est. Cost $117.74 Unrealized +106.7%
MKC MCCORMICK & CO INC 0.0%
Value $35,308 Shares 700 Est. Cost $79.15 Unrealized -15.7%
IXN ISHARES TR 0.0%
Value $35,290 Shares 353 Est. Cost $103.21 Unrealized
IEMG ISHARES INC 0.0%
Value $34,527 Shares 495 Est. Cost $58.58 Unrealized
PLOW DOUGLAS DYNAMICS INC 0.0%
Value $33,672 Shares 800 Est. Cost $43.90 Unrealized -11.4%
REAVES UTIL INCOME FD 0.0%
Value $33,506 Shares 853 Est. Cost $33.55 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value $33,116 Shares 478 Est. Cost $67.99 Unrealized +3.1%
AFL AFLAC INC 0.0%
Value $32,804 Shares 299 Est. Cost $71.14 Unrealized +56.3%
RBC RBC BEARINGS INC 0.0%
Value $32,588 Shares 60 Est. Cost $197.53 Unrealized +162.1%
ADI ANALOG DEVICES INC 0.0%
Value $31,496 Shares 99 Est. Cost $187.78 Unrealized +68.4%
EMB ISHARES TR 0.0%
Value $31,467 Shares 335 Est. Cost $111.64 Unrealized
VST VISTRA CORP 0.0%
Value $30,066 Shares 200 Est. Cost $137.88 Unrealized +18.4%
LOW LOWES COS INC 0.0%
Value $29,299 Shares 124 Est. Cost $183.71 Unrealized +47.8%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $28,719 Shares 510 Est. Cost $41.18 Unrealized +44.9%
IRM IRON MTN INC DEL 0.0%
Value $28,089 Shares 275 Est. Cost $102.07 Unrealized -18.4%
SHY ISHARES TR 0.0%
Value $27,798 Shares 337 Est. Cost $81.30 Unrealized
UTWO RBB FD INC 0.0%
Value $27,491 Shares 569 Est. Cost $49.07 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value $26,916 Shares 75 Est. Cost $249.92 Unrealized +64.2%
DRI DARDEN RESTAURANTS INC 0.0%
Value $26,662 Shares 136 Est. Cost $114.57 Unrealized +81.0%
OLLI OLLIES BARGAIN OUTLET HLDGS 0.0%
Value $26,048 Shares 283 Est. Cost $87.00 Unrealized +29.0%
PAYX PAYCHEX INC 0.0%
Value $25,794 Shares 280 Est. Cost $88.28 Unrealized +15.5%
AMT AMERICAN TOWER CORP 0.0%
Value $25,025 Shares 145 Est. Cost $217.34 Unrealized -19.6%
IEF ISHARES TR 0.0%
Value $23,130 Shares 242 Est. Cost $95.21 Unrealized
MFS MULTIMARKET INCOME TR 0.0%
Value $23,100 Shares 5,000 Est. Cost $4.65 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $23,078 Shares 250 Est. Cost $91.28 Unrealized +4.0%
HSY HERSHEY CO 0.0%
Value $22,453 Shares 108 Est. Cost $166.02 Unrealized +23.3%
BSCS INVESCO EXCH TRD SLF IDX FD 0.0%
Value $21,906 Shares 1,073 Est. Cost $19.62 Unrealized
FLAHERTY & CRUMRINE PFD INCO 0.0%
Value $21,405 Shares 2,368 Est. Cost $10.20 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value $20,729 Shares 51 Est. Cost $344.54 Unrealized
BLACKROCK CORE BD TR 0.0%
Value $20,715 Shares 2,261 Est. Cost $11.37 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value $20,508 Shares 83 Est. Cost $137.29 Unrealized +38.4%
AEM AGNICO EAGLE MINES LTD 0.0%
Value $20,501 Shares 101 Est. Cost $47.96 Unrealized +329.6%
IJH ISHARES TR 0.0%
Value $20,259 Shares 300 Est. Cost $138.02 Unrealized
EATON VANCE LIMITED DURATION 0.0%
Value $20,111 Shares 2,128 Est. Cost $9.51 Unrealized
CNC CENTENE CORP DEL 0.0%
Value $19,775 Shares 604 Est. Cost $71.76 Unrealized -39.6%
IBB ISHARES TR 0.0%
Value $19,249 Shares 114 Est. Cost $151.91 Unrealized
CB CHUBB LTD SWITZ 0.0%
Value $18,904 Shares 58 Est. Cost $155.25 Unrealized +103.7%
IWO ISHARES TR 0.0%
Value $18,829 Shares 60 Est. Cost $311.94 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value $18,776 Shares 888 Est. Cost $18.60 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $18,404 Shares 479 Est. Cost $49.65 Unrealized
TLT ISHARES TR 0.0%
Value $18,240 Shares 210 Est. Cost $111.47 Unrealized
BSCU INVESCO EXCH TRD SLF IDX FD 0.0%
Value $17,986 Shares 1,076 Est. Cost $15.97 Unrealized
UPS UNITED PARCEL SVCS INC 0.0%
Value $17,709 Shares 180 Est. Cost $122.05 Unrealized -10.0%
IXUS ISHARES TR 0.0%
Value $17,328 Shares 200 Est. Cost $86.64 Unrealized
HLN HALEON PLC 0.0%
Value $17,156 Shares 1,714 Est. Cost $6.45 Unrealized
RBA RB GLOBAL INC 0.0%
Value $16,774 Shares 175 Est. Cost $56.38 Unrealized +95.0%
PSX PHILLIPS 66 0.0%
Value $16,670 Shares 92 Est. Cost $90.92 Unrealized +61.8%
WM WASTE MGMT INC DEL 0.0%
Value $16,316 Shares 71 Est. Cost $165.86 Unrealized +36.3%
SGVT SCHWAB STRATEGIC TR 0.0%
Value $15,901 Shares 158 Est. Cost $100.50 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value $15,849 Shares 75 Est. Cost $77.49 Unrealized +177.9%
TRV TRAVELERS COMPANIES INC 0.0%
Value $15,751 Shares 54 Est. Cost $184.36 Unrealized +56.5%
CSM PROSHARES TR 0.0%
Value $15,520 Shares 207 Est. Cost $82.42 Unrealized
COP CONOCOPHILLIPS 0.0%
Value $15,444 Shares 117 Est. Cost $105.49 Unrealized -2.7%
IGIB ISHARES TR 0.0%
Value $15,275 Shares 287 Est. Cost $53.22 Unrealized
NVS NOVARTIS AG 0.0%
Value $15,275 Shares 100 Est. Cost $86.50 Unrealized
TORTOISE ENERGY INFRSTRCTR C 0.0%
Value $15,252 Shares 306 Est. Cost $41.17 Unrealized
WSO WATSCO INC 0.0%
Value $14,916 Shares 41 Est. Cost $286.30 Unrealized +37.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value $14,800 Shares 192 Est. Cost $71.71 Unrealized +24.8%
NDSN NORDSON CORP 0.0%
Value $14,634 Shares 55 Est. Cost $201.02 Unrealized +37.9%
IVLU ISHARES TR 0.0%
Value $13,888 Shares 350 Est. Cost $29.53 Unrealized
ZROZ PIMCO ETF TR 0.0%
Value $13,586 Shares 212 Est. Cost $95.52 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value $13,576 Shares 902 Est. Cost $43.33 Unrealized -62.3%
NFG NATIONAL FUEL GAS CO 0.0%
Value $13,343 Shares 142 Est. Cost $51.87 Unrealized +61.1%
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value $13,315 Shares 239 Est. Cost $87.87 Unrealized
BLACKROCK MUNIYILD QULT FD I 0.0%
Value $13,176 Shares 1,200 Est. Cost $11.46 Unrealized
UL UNILEVER PLC 0.0%
Value $13,162 Shares 231 Est. Cost $65.41 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value $12,871 Shares 69 Est. Cost $152.51 Unrealized +20.6%
SGDM SPROTT ETF TRUST 0.0%
Value $12,660 Shares 168 Est. Cost $27.59 Unrealized
PFXF VANECK ETF TRUST 0.0%
Value $11,910 Shares 679 Est. Cost $19.86 Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value $11,830 Shares 200 Est. Cost $63.08 Unrealized -1.7%
BSMR INVESCO EXCH TRD SLF IDX FD 0.0%
Value $11,827 Shares 500 Est. Cost $24.00 Unrealized
TJX TJX COS INC NEW 0.0%
Value $11,659 Shares 73 Est. Cost $86.16 Unrealized +79.0%
SKYY FIRST TR EXCHANGE-TRADED FD 0.0%
Value $11,593 Shares 106 Est. Cost $104.48 Unrealized
SAM BOSTON BEER INC 0.0%
Value $11,520 Shares 50 Est. Cost $1122.26 Unrealized -80.2%
CAG CONAGRA BRANDS INC 0.0%
Value $11,240 Shares 715 Est. Cost $29.95 Unrealized -39.8%
CCI CROWN CASTLE INC 0.0%
Value $10,977 Shares 135 Est. Cost $150.03 Unrealized -40.9%
CLEARBRIDGE ENERGY MIDSTREAM 0.0%
Value $10,965 Shares 208 Est. Cost $44.90 Unrealized
IYW ISHARES TR 0.0%
Value $10,886 Shares 60 Est. Cost $140.45 Unrealized
GLRE GREENLIGHT CAP RE LTD 0.0%
Value $10,374 Shares 600 Est. Cost $9.16 Unrealized +51.4%
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value $10,365 Shares 190 Est. Cost $62.15 Unrealized
GOVT ISHARES TR 0.0%
Value $10,241 Shares 447 Est. Cost $22.78 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value $9,799 Shares 72 Est. Cost $144.67 Unrealized -10.9%
NI NISOURCE INC 0.0%
Value $9,652 Shares 207 Est. Cost $26.15 Unrealized +68.3%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value $9,650 Shares 255 Est. Cost $29.11 Unrealized
SSNC SS&C TECH HLDGS 0.0%
Value $9,595 Shares 142 Est. Cost $73.10 Unrealized +9.4%
QLTA ISHARES TR 0.0%
Value $9,566 Shares 201 Est. Cost $47.59 Unrealized
FFIV F5 INC 0.0%
Value $9,259 Shares 32 Est. Cost $276.25 Unrealized -1.4%
QUAL ISHARES TR 0.0%
Value $9,207 Shares 48 Est. Cost $191.81 Unrealized
IGE ISHARES TR 0.0%
Value $9,190 Shares 146 Est. Cost $45.47 Unrealized
YUM YUM BRANDS INC 0.0%
Value $9,018 Shares 58 Est. Cost $143.92 Unrealized +9.3%
MDT MEDTRONIC PLC 0.0%
Value $9,014 Shares 104 Est. Cost $83.88 Unrealized +18.6%
COF CAPITAL ONE FINL CORP 0.0%
Value $8,940 Shares 49 Est. Cost $98.23 Unrealized +127.3%
SO SOUTHERN CO 0.0%
Value $8,687 Shares 90 Est. Cost $65.74 Unrealized +36.2%
HPQ HP INC 0.0%
Value $8,338 Shares 434 Est. Cost $27.18 Unrealized -27.3%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value $8,124 Shares 50 Est. Cost $147.75 Unrealized +33.8%
INTC INTEL CORP 0.0%
Value $8,120 Shares 184 Est. Cost $28.72 Unrealized +61.6%
BDX BECTON DICKINSON & CO 0.0%
Value $8,045 Shares 51 Est. Cost $223.43 Unrealized -24.9%
KR KROGER CO 0.0%
Value $8,032 Shares 111 Est. Cost $34.11 Unrealized +89.4%
PCVX VAXCYTE INC 0.0%
Value $7,845 Shares 135 Est. Cost $79.95 Unrealized -34.0%
COHEN & STEERS INFRASTRUCTUR 0.0%
Value $7,811 Shares 302 Est. Cost $25.86 Unrealized
AMX AMERICA MOVIL SAB DE CV 0.0%
Value $7,644 Shares 300 Est. Cost $21.05 Unrealized
NUVEEN REAL ESTATE INCOME FD 0.0%
Value $7,626 Shares 1,022 Est. Cost $7.66 Unrealized
BTG B2GOLD CORP 0.0%
Value $7,525 Shares 1,661 Est. Cost $2.80 Unrealized +83.2%
KMB KIMBERLY-CLARK CORP 0.0%
Value $7,525 Shares 78 Est. Cost $112.39 Unrealized -8.3%
STAG STAG INDUSTRIAL INC 0.0%
Value $7,429 Shares 206 Est. Cost $38.83 Unrealized
FNDE SCHWAB STRATEGIC TR 0.0%
Value $7,079 Shares 185 Est. Cost $32.27 Unrealized
IWM ISHARES TR 0.0%
Value $6,944 Shares 28 Est. Cost $164.83 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value $6,905 Shares 97 Est. Cost $70.82 Unrealized +16.1%
FNDF SCHWAB STRATEGIC TR 0.0%
Value $6,900 Shares 141 Est. Cost $48.94 Unrealized
RIVERNORTH MANAGED DUR MUN I 0.0%
Value $6,815 Shares 500 Est. Cost $14.41 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value $6,810 Shares 26 Est. Cost $223.58 Unrealized
MAIN MAIN STR CAP CORP 0.0%
Value $6,620 Shares 125 Est. Cost $41.56 Unrealized +48.0%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $6,554 Shares 50 Est. Cost $73.04 Unrealized +65.0%
VOYA INFRASTRUCTURE INDLS & 0.0%
Value $6,529 Shares 523 Est. Cost $10.24 Unrealized
PODD INSULET CORP 0.0%
Value $6,506 Shares 31 Est. Cost $269.68 Unrealized -2.0%
BALI BLACKROCK ETF TRUST 0.0%
Value $6,286 Shares 204 Est. Cost $30.81 Unrealized
DKNG DRAFTKINGS INC NEW 0.0%
Value $6,054 Shares 280 Est. Cost $14.08 Unrealized +105.5%
SDY SPDR SERIES TRUST 0.0%
Value $5,838 Shares 40 Est. Cost $119.72 Unrealized
IBRX IMMUNITYBIO INC 0.0%
Value $5,753 Shares 750 Est. Cost $5.88 Unrealized 0.0%
VFC V F CORP 0.0%
Value $5,403 Shares 318 Est. Cost $83.35 Unrealized -76.1%
CHWY CHEWY INC 0.0%
Value $5,400 Shares 200 Est. Cost $29.26 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value $5,354 Shares 27 Est. Cost $337.61 Unrealized -25.0%
NOBL PROSHARES TR 0.0%
Value $5,301 Shares 50 Est. Cost $95.20 Unrealized
HDV ISHARES TR 0.0%
Value $5,158 Shares 38 Est. Cost $135.74 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value $5,038 Shares 46 Est. Cost $86.31 Unrealized +48.8%
SCHD SCHWAB STRATEGIC TR 0.0%
Value $4,971 Shares 162 Est. Cost $42.54 Unrealized
NET CLOUDFLARE INC 0.0%
Value $4,953 Shares 24 Est. Cost $82.78 Unrealized +120.3%
POWW OUTDOOR HOLDING CO 0.0%
Value $4,939 Shares 2,457 Est. Cost $2.10 Unrealized -12.8%
ARCC ARES CAPITAL CORP 0.0%
Value $4,938 Shares 274 Est. Cost $12.51 Unrealized +60.0%
JAAA JANUS DETROIT STR TR 0.0%
Value $4,886 Shares 97 Est. Cost $50.37 Unrealized
EATON VANCE MUN BD FD 0.0%
Value $4,885 Shares 500 Est. Cost $9.96 Unrealized
BINC BLACKROCK ETF TRUST II 0.0%
Value $4,830 Shares 93 Est. Cost $51.94 Unrealized
MHK MOHAWK INDS INC 0.0%
Value $4,825 Shares 49 Est. Cost $88.68 Unrealized +39.2%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value $4,762 Shares 200 Est. Cost $13.75 Unrealized +60.4%
EMLC VANECK ETF TRUST 0.0%
Value $4,671 Shares 186 Est. Cost $25.11 Unrealized
IVOL KRANESHARES TRUST 0.0%
Value $4,304 Shares 230 Est. Cost $28.49 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.0%
Value $4,233 Shares 125 Est. Cost $27.42 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value $3,981 Shares 26 Est. Cost $351.02 Unrealized -46.2%
VTRS VIATRIS INC 0.0%
Value $3,959 Shares 293 Est. Cost $11.87 Unrealized +18.7%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $3,764 Shares 30 Est. Cost $168.36 Unrealized
KVUE KENVUE INC 0.0%
Value $3,707 Shares 215 Est. Cost $21.13 Unrealized -16.4%
BILL BILL HOLDINGS INC 0.0%
Value $3,601 Shares 94 Est. Cost $46.44 Unrealized +1.2%
EOSE EOS ENERGY ENTERPRISES INC 0.0%
Value $3,582 Shares 722 Est. Cost $13.84 Unrealized 0.0%
CEVA CEVA INC 0.0%
Value $3,494 Shares 187 Est. Cost $23.29 Unrealized -5.4%
IT GARTNER INC 0.0%
Value $3,326 Shares 21 Est. Cost $239.00 Unrealized -17.1%
JBLU JETBLUE AIRWAYS CORP 0.0%
Value $3,280 Shares 742 Est. Cost $5.44 Unrealized 0.0%
TOST TOAST INC 0.0%
Value $3,076 Shares 116 Est. Cost $37.20 Unrealized -16.6%
BLMN BLOOMIN BRANDS INC 0.0%
Value $3,046 Shares 564 Est. Cost $7.79 Unrealized -13.3%
NWL NEWELL BRANDS INC 0.0%
Value $2,943 Shares 858 Est. Cost $5.51 Unrealized -20.8%
NVO NOVO-NORDISK A S 0.0%
Value $2,867 Shares 78 Est. Cost $90.78 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value $2,818 Shares 37 Est. Cost $47.08 Unrealized +38.5%
PSEC PROSPECT CAP CORP 0.0%
Value $2,812 Shares 1,077 Est. Cost $3.67 Unrealized -24.0%
Z ZILLOW GROUP INC 0.0%
Value $2,732 Shares 66 Est. Cost $53.70 Unrealized +9.4%
VV VANGUARD INDEX FDS 0.0%
Value $2,690 Shares 9 Est. Cost $263.33 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value $2,674 Shares 6 Est. Cost $435.45 Unrealized -4.5%
CCL CARNIVAL CORP 0.0%
Value $2,588 Shares 100 Est. Cost $14.59 Unrealized +112.7%
NKE NIKE INC 0.0%
Value $2,536 Shares 48 Est. Cost $81.69 Unrealized -21.7%
VSTS VESTIS CORPORATION 0.0%
Value $2,500 Shares 318 Est. Cost $13.27 Unrealized -46.7%
VNO VORNADO RLTY TR 0.0%
Value $2,444 Shares 94 Est. Cost $46.42 Unrealized
WU WESTERN UN CO 0.0%
Value $2,410 Shares 276 Est. Cost $18.12 Unrealized
ULCC FRONTIER GROUP HLDGS INC 0.0%
Value $2,193 Shares 621 Est. Cost $8.98 Unrealized -42.4%
GT GOODYEAR TIRE & RUBR CO 0.0%
Value $2,182 Shares 329 Est. Cost $17.75 Unrealized -47.6%
IGF ISHARES TR 0.0%
Value $1,742 Shares 26 Est. Cost $67.00 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value $1,698 Shares 37 Est. Cost $45.89 Unrealized
BEP BROOKFIELD RENEWABLE ENERGY 0.0%
Value $1,665 Shares 51 Est. Cost $39.22 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $1,562 Shares 4 Est. Cost $338.26 Unrealized +27.5%
XLF SELECT SECTOR SPDR TR 0.0%
Value $1,432 Shares 29 Est. Cost $49.38 Unrealized
TTD THE TRADE DESK INC 0.0%
Value $1,362 Shares 60 Est. Cost $90.63 Unrealized -65.6%
ZM ZOOM COMMUNICATIONS INC 0.0%
Value $1,287 Shares 16 Est. Cost $164.63 Unrealized -46.5%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value $1,244 Shares 23 Est. Cost $43.97 Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value $1,078 Shares 18 Est. Cost $47.44 Unrealized +34.6%
MAR MARRIOTT INTL INC NEW 0.0%
Value $982 Shares 3 Est. Cost $139.03 Unrealized +137.9%
SPYG SPDR SERIES TRUST 0.0%
Value $980 Shares 10 Est. Cost $85.49 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $894 Shares 2 Est. Cost $480.37 Unrealized -2.7%
MCK MCKESSON CORP 0.0%
Value $866 Shares 1 Est. Cost $553.37 Unrealized +58.2%
PGR PROGRESSIVE CORP 0.0%
Value $793 Shares 4 Est. Cost $214.15 Unrealized -3.5%
USB US BANCORP 0.0%
Value $781 Shares 15 Est. Cost $47.72 Unrealized +18.7%
URI UNITED RENTALS INC 0.0%
Value $729 Shares 1 Est. Cost $844.05 Unrealized +4.6%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $694 Shares 4 Est. Cost $204.85 Unrealized -11.5%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value $691 Shares 2 Est. Cost $205.39 Unrealized +67.1%
ACHR ARCHER AVIATION INC 0.0%
Value $683 Shares 132 Est. Cost $9.36 Unrealized -16.9%
CTAS CINTAS CORP 0.0%
Value $677 Shares 4 Est. Cost $197.70 Unrealized -2.2%
LMND LEMONADE INC 0.0%
Value $627 Shares 10 Est. Cost $22.73 Unrealized +231.1%
DVY ISHARES TR 0.0%
Value $606 Shares 4 Est. Cost $135.25 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value $582 Shares 2 Est. Cost $275.04 Unrealized +14.5%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value $574 Shares 17 Est. Cost $22.93 Unrealized +58.0%
PWR QUANTA SVCS INC 0.0%
Value $550 Shares 1 Est. Cost $263.91 Unrealized +84.2%
ETSY ETSY INC 0.0%
Value $550 Shares 11 Est. Cost $185.07 Unrealized -69.8%
SBUX STARBUCKS CORP 0.0%
Value $538 Shares 6 Est. Cost $95.68 Unrealized -2.2%
UBER UBER TECHNOLOGIES INC 0.0%
Value $504 Shares 7 Est. Cost $72.03 Unrealized +9.3%
WAB WABTEC 0.0%
Value $500 Shares 2 Est. Cost $172.81 Unrealized +38.3%
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value $454 Shares 5 Est. Cost $73.42 Unrealized +28.9%
MCO MOODYS CORP 0.0%
Value $437 Shares 1 Est. Cost $458.71 Unrealized +6.7%
SPGI S&P GLOBAL INC 0.0%
Value $426 Shares 1 Est. Cost $382.33 Unrealized +26.9%
HEI/A HEICO CORP NEW 0.0%
Value $423 Shares 2 Est. Cost $189.29 Unrealized +37.1%
SAN BANCO SANTANDER SA 0.0%
Value $423 Shares 37 Est. Cost $6.70 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value $411 Shares 1 Est. Cost $347.95 Unrealized +2.1%
RUN SUNRUN INC 0.0%
Value $407 Shares 30 Est. Cost $48.29 Unrealized -60.3%
KMI KINDER MORGAN INC DEL 0.0%
Value $403 Shares 12 Est. Cost $26.48 Unrealized +12.3%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $377 Shares 6 Est. Cost $100.52 Unrealized -14.6%
D DOMINION ENERGY INC 0.0%
Value $371 Shares 6 Est. Cost $51.16 Unrealized +20.4%
SLB SLB LIMITED 0.0%
Value $360 Shares 7 Est. Cost $42.68 Unrealized +13.2%
LNG CHENIERE ENERGY INC 0.0%
Value $355 Shares 1 Est. Cost $179.84 Unrealized +16.7%
SYK STRYKER CORPORATION 0.0%
Value $329 Shares 1 Est. Cost $376.94 Unrealized -3.3%
EVRG EVERGY INC 0.0%
Value $328 Shares 4 Est. Cost $55.06 Unrealized +40.3%
TFC TRUIST FINL CORP 0.0%
Value $322 Shares 7 Est. Cost $39.58 Unrealized +29.2%
QUBT QUANTUM COMPUTING INC 0.0%
Value $322 Shares 47 Est. Cost $10.17 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC 0.0%
Value $301 Shares 4 Est. Cost $72.24 Unrealized +5.7%
KKR KKR & CO INC 0.0%
Value $278 Shares 3 Est. Cost $117.42 Unrealized -2.3%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value $278 Shares 1 Est. Cost $276.46 Unrealized +9.7%
RGTI RIGETTI COMPUTING INC 0.0%
Value $239 Shares 17 Est. Cost $20.45 Unrealized 0.0%
GRMN GARMIN LTD 0.0%
Value $233 Shares 1 Est. Cost $168.87 Unrealized +27.0%
RDN RADIAN GROUP INC 0.0%
Value $232 Shares 7 Est. Cost $33.21 Unrealized +1.6%
HWM HOWMET AEROSPACE INC 0.0%
Value $231 Shares 1 Est. Cost $89.95 Unrealized +151.8%
EXPE EXPEDIA GROUP INC 0.0%
Value $231 Shares 1 Est. Cost $131.41 Unrealized +92.9%
AS AMER SPORTS INC 0.0%
Value $223 Shares 7 Est. Cost $21.97 Unrealized +73.8%
AEE AMEREN CORP 0.0%
Value $220 Shares 2 Est. Cost $76.79 Unrealized +36.3%
PKG PACKAGING CORP AMER 0.0%
Value $213 Shares 1 Est. Cost $191.85 Unrealized +18.0%
USFD US FOODS HLDG CORP 0.0%
Value $185 Shares 2 Est. Cost $55.96 Unrealized +54.8%
GH GUARDANT HEALTH INC 0.0%
Value $185 Shares 2 Est. Cost $28.30 Unrealized +279.6%
F FORD MTR CO 0.0%
Value $185 Shares 16 Est. Cost $10.44 Unrealized +31.6%
DLR DIGITAL RLTY TR INC 0.0%
Value $181 Shares 1 Est. Cost $146.88 Unrealized +5.6%
EMBJ EMBRAER S.A. 0.0%
Value $179 Shares 3 Est. Cost $35.67 Unrealized
MMM 3M CO 0.0%
Value $146 Shares 1 Est. Cost $161.88 Unrealized +1.3%
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value $136 Shares 1 Est. Cost $107.07 Unrealized +27.7%
CBRE CBRE GROUP INC 0.0%
Value $136 Shares 1 Est. Cost $109.03 Unrealized +48.0%
BX BLACKSTONE INC 0.0%
Value $115 Shares 1 Est. Cost $133.67 Unrealized +5.4%
IP INTERNATIONAL PAPER CO 0.0%
Value $108 Shares 3 Est. Cost $46.36 Unrealized -5.5%
ASIX ADVANSIX INC 0.0%
Value $98 Shares 4 Est. Cost $35.22 Unrealized -49.8%
NLOP NET LEASE OFFICE PROPERTIES 0.0%
Value $58 Shares 5 Est. Cost $30.80 Unrealized
KPTI KARYOPHARM THERAPEUTICS INC 0.0%
Value $17 Shares 3 Est. Cost $8.54 Unrealized -10.7%
XRXDW XEROX HOLDINGS CORP 0.0%
Value $10 Shares 107 Est. Cost $0.09 Unrealized