Innovative Advisory Group, LLC Diversified Active

Location: Lexington, MA

CIK: 0002156202 · Show all filings

Period: Q4 2024 (Next →)

Filing Date: Sep 23, 2026

Total Value: $115M (100.0% shares, 0.0% debt)

Holdings (239)

BIL SPDR SER TR 27.4%
Value $31.53M Shares 344,827 Share Price $91.43 Est. Cost/Share $91.58 Unrealized @ Report Date -0.2%
GLD SPDR GOLD TR 14.8%
Value $17.08M Shares 70,538 Share Price $242.13 Est. Cost/Share $245.74 Unrealized @ Report Date -1.5%
AAPL APPLE INC 8.7%
Value $10.04M Shares 40,074 Share Price $250.42 Est. Cost/Share $234.51 Unrealized @ Report Date +6.3%
GBTC GRAYSCALE BITCOIN TRUST ETF 7.6%
Value $8.731M Shares 117,952 Share Price $74.02 Est. Cost/Share $65.92 Unrealized @ Report Date +12.3%
ETHE GRAYSCALE ETHEREUM TRUST ETF 6.2%
Value $7.153M Shares 255,279 Share Price $28.02 Est. Cost/Share $25.84 Unrealized @ Report Date +8.4%
SLV ISHARES SILVER TR 5.3%
Value $6.118M Shares 232,359 Share Price $26.33 Est. Cost/Share $28.57 Unrealized @ Report Date -7.8%
BITB BITWISE BITCOIN ETF TR 4.0%
Value $4.661M Shares 91,658 Share Price $50.85 Est. Cost/Share $45.20 Unrealized @ Report Date +12.5%
SPY SPDR S&P 500 ETF TR 2.6%
Value $3.023M Shares 711 Share Price $4252.00 * Est. Cost/Share $589.16 Unrealized @ Report Date -0.5%
FBTC FIDELITY WISE ORIGIN BITCOIN 2.6%
Value $3.022M Shares 37,041 Share Price $81.58 Est. Cost/Share $72.53 Unrealized @ Report Date +12.5%
HSY HERSHEY CO 2.4%
Value $2.817M Shares 16,635 Share Price $169.35 * Est. Cost/Share $172.88 Unrealized @ Report Date -5.2%
ETHW BITWISE ETHEREUM ETF 2.0%
Value $2.326M Shares 97,055 Share Price $23.97 Est. Cost/Share $22.06 Unrealized @ Report Date +8.6%
ZDEK INNOVATOR ETFS TRUST 1.9%
Value $2.186M Shares 91,560 Share Price $23.88 Est. Cost/Share $23.98 Unrealized @ Report Date -0.4%
DBA INVESCO DB MULTI-SECTOR COMM 1.1%
Value $1.297M Shares 48,767 Share Price $26.59 Est. Cost/Share $26.13 Unrealized @ Report Date +1.8%
XLE SELECT SECTOR SPDR TR 1.1%
Value $1.248M Shares 14,564 Share Price $85.66 * Est. Cost/Share $45.44 Unrealized @ Report Date -5.7%
SFLR INNOVATOR ETFS TRUST 0.9%
Value $986K Shares 30,197 Share Price $32.65 Est. Cost/Share $32.68 Unrealized @ Report Date -0.1%
ETH GRAYSCALE ETHEREUM MINI TR E 0.8%
Value $963K Shares 30,584 Share Price $31.49 Est. Cost/Share $28.98 Unrealized @ Report Date +8.7%
BTC GRAYSCALE BITCOIN MINI TR ET 0.8%
Value $954K Shares 22,774 Share Price $41.87 Est. Cost/Share $36.81 Unrealized @ Report Date +13.8%
COM DIREXION SHS ETF TR 0.8%
Value $877K Shares 30,954 Share Price $28.32 Est. Cost/Share $28.76 Unrealized @ Report Date -1.5%
TSLA TESLA INC 0.8%
Value $866K Shares 2,144 Share Price $403.84 Est. Cost/Share $321.74 Unrealized @ Report Date +25.5%
OZ BELPOINTE PREP LLC 0.6%
Value $735K Shares 9,497 Share Price $77.40 Est. Cost/Share $70.66 Unrealized @ Report Date +9.5%
SYLD CAMBRIA ETF TR 0.6%
Value $673K Shares 9,831 Share Price $68.47 Est. Cost/Share $72.21 Unrealized @ Report Date -5.2%
GDX VANECK ETF TRUST 0.4%
Value $508K Shares 14,976 Share Price $33.91 Est. Cost/Share $38.36 Unrealized @ Report Date -11.6%
MSTR MICROSTRATEGY INC 0.4%
Value $436K Shares 1,506 Share Price $289.62 Est. Cost/Share $300.91 Unrealized @ Report Date -3.8%
JEPQ J P MORGAN EXCHANGE TRADED F 0.3%
Value $367K Shares 6,506 Share Price $56.38 Est. Cost/Share $56.14 Unrealized @ Report Date +0.4%
COIN COINBASE GLOBAL INC 0.3%
Value $342K Shares 1,377 Share Price $248.30 Est. Cost/Share $253.86 Unrealized @ Report Date -2.2%
PHO INVESCO EXCHANGE TRADED FD T 0.3%
Value $330K Shares 5,013 Share Price $65.79 Est. Cost/Share $69.72 Unrealized @ Report Date -5.6%
IAK ISHARES TR 0.3%
Value $319K Shares 2,519 Share Price $126.48 Est. Cost/Share $130.47 Unrealized @ Report Date -3.1%
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value $267K Shares 4,641 Share Price $57.53 Est. Cost/Share $59.38 Unrealized @ Report Date -3.1%
REMX VANECK ETF TRUST 0.2%
Value $242K Shares 6,215 Share Price $39.01 Est. Cost/Share $45.61 Unrealized @ Report Date -14.5%
SPY SPDR S&P 500 ETF TR 0.2%
Value $236K Shares 402 Share Price $586.61 Est. Cost/Share $589.16 Unrealized @ Report Date -0.5%
MSFT MICROSOFT CORP 0.2%
Value $225K Shares 533 Share Price $421.48 Est. Cost/Share $422.35 Unrealized @ Report Date -0.9%
AXP AMERICAN EXPRESS CO 0.2%
Value $206K Shares 695 Share Price $296.75 Est. Cost/Share $283.58 Unrealized @ Report Date +3.3%
SNSR GLOBAL X FDS 0.2%
Value $194K Shares 5,562 Share Price $34.90 Est. Cost/Share $35.30 Unrealized @ Report Date -1.1%
ETR ENTERGY CORP NEW 0.2%
Value $190K Shares 2,508 Share Price $75.82 * Est. Cost/Share $69.96 Unrealized @ Report Date +5.4%
BLOK AMPLIFY ETF TR 0.1%
Value $163K Shares 3,763 Share Price $43.19 Est. Cost/Share $44.97 Unrealized @ Report Date -4.0%
LIT GLOBAL X FDS 0.1%
Value $161K Shares 3,938 Share Price $40.78 Est. Cost/Share $44.09 Unrealized @ Report Date -7.5%
PSLV SPROTT PHYSICAL SILVER TR 0.1%
Value $155K Shares 16,050 Share Price $9.65 Est. Cost/Share $9.65 Unrealized @ Report Date
STT STATE STR CORP 0.1%
Value $155K Shares 1,577 Share Price $98.18 * Est. Cost/Share $91.24 Unrealized @ Report Date +3.6%
AMZN AMAZON COM INC 0.1%
Value $144K Shares 656 Share Price $219.39 Est. Cost/Share $204.58 Unrealized @ Report Date +7.2%
FNV FRANCO NEV CORP 0.1%
Value $138K Shares 1,176 Share Price $117.59 Est. Cost/Share $122.82 Unrealized @ Report Date -4.7%
XYZ BLOCK INC 0.1%
Value $131K Shares 1,546 Share Price $84.99 Est. Cost/Share $82.04 Unrealized @ Report Date +3.6%
BOTZ GLOBAL X FDS 0.1%
Value $128K Shares 4,006 Share Price $31.95 Est. Cost/Share $32.59 Unrealized @ Report Date -2.0%
XOM EXXON MOBIL CORP 0.1%
Value $116K Shares 1,082 Share Price $107.56 * Est. Cost/Share $112.36 Unrealized @ Report Date -7.7%
ROBO EXCHANGE TRADED CONCEPTS TRU 0.1%
Value $108K Shares 1,914 Share Price $56.26 Est. Cost/Share $56.85 Unrealized @ Report Date -1.0%
URNM SPROTT FDS TR 0.1%
Value $105K Shares 2,612 Share Price $40.32 Est. Cost/Share $46.57 Unrealized @ Report Date -13.4%
GOOG ALPHABET INC 0.1%
Value $105K Shares 550 Share Price $190.44 Est. Cost/Share $175.67 Unrealized @ Report Date +8.0%
EXCHANGE TRADED CONCEPTS TRU 0.1%
Value $101K Shares 6,000 Share Price $16.89 Est. Cost/Share $16.89 Unrealized @ Report Date
DOCU DOCUSIGN INC 0.1%
Value $99,024 Shares 1,101 Share Price $89.94 Est. Cost/Share $79.85 Unrealized @ Report Date +12.6%
SEIC SEI INVTS CO 0.1%
Value $82,480 Shares 1,000 Share Price $82.48 Est. Cost/Share $77.08 Unrealized @ Report Date +5.7%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value $78,779 Shares 1,485 Share Price $53.05 Est. Cost/Share $47.21 Unrealized @ Report Date +12.4%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $75,630 Shares 1,000 Share Price $75.63 Est. Cost/Share $58.25 Unrealized @ Report Date +29.8%
AEM AGNICO EAGLE MINES LTD 0.1%
Value $70,076 Shares 896 Share Price $78.21 Est. Cost/Share $81.14 Unrealized @ Report Date -4.8%
PG PROCTER AND GAMBLE CO 0.1%
Value $64,881 Shares 387 Share Price $167.65 * Est. Cost/Share $165.73 Unrealized @ Report Date -1.4%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value $62,654 Shares 110 Share Price $569.58 Est. Cost/Share $586.15 Unrealized @ Report Date -2.8%
PDBC INVESCO ACTVELY MNGD ETC FD 0.1%
Value $61,313 Shares 4,720 Share Price $12.99 Est. Cost/Share $13.49 Unrealized @ Report Date -3.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $58,473 Shares 129 Share Price $453.28 Est. Cost/Share $461.73 Unrealized @ Report Date -1.8%
PAAS PAN AMERN SILVER CORP 0.0%
Value $56,859 Shares 2,812 Share Price $20.22 Est. Cost/Share $22.37 Unrealized @ Report Date -9.6%
ROM PROSHARES TR 0.0%
Value $55,784 Shares 800 Share Price $69.73 Est. Cost/Share $70.49 Unrealized @ Report Date -1.1%
SHW SHERWIN WILLIAMS CO 0.0%
Value $55,409 Shares 163 Share Price $339.93 Est. Cost/Share $369.58 Unrealized @ Report Date -8.8%
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value $49,379 Shares 878 Share Price $56.24 Est. Cost/Share $61.60 Unrealized @ Report Date -9.1%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $47,267 Shares 1,182 Share Price $39.99 * Est. Cost/Share $39.40 Unrealized @ Report Date -5.0%
KRBN KRANESHARES TRUST 0.0%
Value $46,662 Shares 1,592 Share Price $29.31 Est. Cost/Share $30.84 Unrealized @ Report Date -5.0%
ATEC ALPHATEC HLDGS INC 0.0%
Value $45,900 Shares 5,000 Share Price $9.18 Est. Cost/Share $7.98 Unrealized @ Report Date +15.0%
DIS DISNEY WALT CO 0.0%
Value $45,493 Shares 409 Share Price $111.23 Est. Cost/Share $103.52 Unrealized @ Report Date +6.4%
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value $45,134 Shares 2,241 Share Price $20.14 Est. Cost/Share $20.14 Unrealized @ Report Date
FSM FORTUNA MNG CORP 0.0%
Value $43,955 Shares 10,246 Share Price $4.29 Est. Cost/Share $4.77 Unrealized @ Report Date -10.1%
QS QUANTUMSCAPE CORP 0.0%
Value $43,887 Shares 8,456 Share Price $5.19 Est. Cost/Share $5.25 Unrealized @ Report Date -1.1%
C CITIGROUP INC 0.0%
Value $42,234 Shares 600 Share Price $70.39 * Est. Cost/Share $65.38 Unrealized @ Report Date +4.8%
NEM NEWMONT CORP 0.0%
Value $42,207 Shares 1,134 Share Price $37.22 Est. Cost/Share $44.64 Unrealized @ Report Date -18.0%
SIXG ETF SER SOLUTIONS 0.0%
Value $42,170 Shares 885 Share Price $47.65 Est. Cost/Share $46.00 Unrealized @ Report Date +3.6%
GOOGL ALPHABET INC 0.0%
Value $40,327 Shares 213 Share Price $189.33 Est. Cost/Share $174.14 Unrealized @ Report Date +8.3%
SFL SFL CORPORATION LTD 0.0%
Value $39,858 Shares 3,900 Share Price $10.22 Est. Cost/Share $10.68 Unrealized @ Report Date -4.3%
SIBN SI-BONE INC 0.0%
Value $35,050 Shares 2,500 Share Price $14.02 Est. Cost/Share $13.45 Unrealized @ Report Date +4.2%
BARRICK GOLD CORP 0.0%
Value $33,232 Shares 2,144 Share Price $15.50 Est. Cost/Share $15.50 Unrealized @ Report Date
RC READY CAPITAL CORP 0.0%
Value $29,899 Shares 4,384 Share Price $6.82 Est. Cost/Share $6.82 Unrealized @ Report Date
ABT ABBOTT LABS 0.0%
Value $29,240 Shares 259 Share Price $112.90 Est. Cost/Share $113.33 Unrealized @ Report Date -2.1%
HD HOME DEPOT INC 0.0%
Value $29,174 Shares 75 Share Price $388.99 * Est. Cost/Share $397.26 Unrealized @ Report Date -4.5%
IDRV ISHARES TR 0.0%
Value $28,148 Shares 963 Share Price $29.23 Est. Cost/Share $30.20 Unrealized @ Report Date -3.2%
GMED GLOBUS MED INC 0.0%
Value $26,881 Shares 325 Share Price $82.71 Est. Cost/Share $78.87 Unrealized @ Report Date +4.9%
VOO VANGUARD INDEX FDS 0.0%
Value $23,169 Shares 43 Share Price $538.81 Est. Cost/Share $541.64 Unrealized @ Report Date -0.5%
DHR DANAHER CORPORATION 0.0%
Value $22,955 Shares 100 Share Price $229.55 Est. Cost/Share $243.95 Unrealized @ Report Date -6.5%
NVO NOVO-NORDISK A S 0.0%
Value $21,505 Shares 250 Share Price $86.02 Est. Cost/Share $108.14 Unrealized @ Report Date -20.5%
INDIA FD INC 0.0%
Value $19,940 Shares 1,266 Share Price $15.75 Est. Cost/Share $15.75 Unrealized @ Report Date
SLB SCHLUMBERGER LTD 0.0%
Value $19,406 Shares 506 Share Price $38.35 * Est. Cost/Share $40.51 Unrealized @ Report Date -8.3%
DKNG DRAFTKINGS INC NEW 0.0%
Value $18,600 Shares 500 Share Price $37.20 Est. Cost/Share $39.68 Unrealized @ Report Date -6.3%
AGNC AGNC INVT CORP 0.0%
Value $18,420 Shares 2,000 Share Price $9.21 Est. Cost/Share $9.21 Unrealized @ Report Date
CAT CATERPILLAR INC 0.0%
Value $18,138 Shares 50 Share Price $362.76 Est. Cost/Share $381.74 Unrealized @ Report Date -6.4%
JPM JPMORGAN CHASE & CO. 0.0%
Value $17,978 Shares 75 Share Price $239.71 * Est. Cost/Share $228.03 Unrealized @ Report Date +2.9%
PFE PFIZER INC 0.0%
Value $17,298 Shares 652 Share Price $26.53 * Est. Cost/Share $25.12 Unrealized @ Report Date -1.5%
GDXJ VANECK ETF TRUST 0.0%
Value $17,100 Shares 400 Share Price $42.75 Est. Cost/Share $48.46 Unrealized @ Report Date -11.8%
HOOD ROBINHOOD MKTS INC 0.0%
Value $16,171 Shares 434 Share Price $37.26 Est. Cost/Share $32.29 Unrealized @ Report Date +15.4%
NVDA NVIDIA CORPORATION 0.0%
Value $16,115 Shares 120 Share Price $134.29 Est. Cost/Share $137.79 Unrealized @ Report Date -2.6%
VTI VANGUARD INDEX FDS 0.0%
Value $15,219 Shares 53 Share Price $287.15 Est. Cost/Share $291.77 Unrealized @ Report Date -0.7%
IAU ISHARES GOLD TR 0.0%
Value $15,051 Shares 304 Share Price $49.51 Est. Cost/Share $50.25 Unrealized @ Report Date -1.5%
KKR KKR & CO INC 0.0%
Value $14,791 Shares 100 Share Price $147.91 Est. Cost/Share $145.82 Unrealized @ Report Date +0.9%
WMT WALMART INC 0.0%
Value $14,459 Shares 160 Share Price $90.37 Est. Cost/Share $85.80 Unrealized @ Report Date +4.3%
BIZD VANECK ETF TRUST 0.0%
Value $13,304 Shares 800 Share Price $16.63 Est. Cost/Share $16.49 Unrealized @ Report Date +0.8%
BEEM BEAM GLOBAL 0.0%
Value $12,680 Shares 4,000 Share Price $3.17 Est. Cost/Share $4.11 Unrealized @ Report Date -22.8%
BKKT BAKKT HOLDINGS INC 0.0%
Value $12,657 Shares 511 Share Price $24.77 Est. Cost/Share $18.51 Unrealized @ Report Date +33.8%
JAJL INNOVATOR ETFS TRUST 0.0%
Value $12,435 Shares 456 Share Price $27.27 Est. Cost/Share $26.96 Unrealized @ Report Date +1.1%
TRV TRAVELERS COMPANIES INC 0.0%
Value $12,099 Shares 50 Share Price $241.98 * Est. Cost/Share $244.86 Unrealized @ Report Date -3.2%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $12,081 Shares 30 Share Price $402.70 Est. Cost/Share $463.53 Unrealized @ Report Date -13.1%
GFL GFL ENVIRONMENTAL INC 0.0%
Value $11,135 Shares 250 Share Price $44.54 Est. Cost/Share $43.48 Unrealized @ Report Date +2.3%
SIL GLOBAL X FDS 0.0%
Value $11,120 Shares 350 Share Price $31.77 Est. Cost/Share $36.71 Unrealized @ Report Date -13.5%
ARKQ ARK ETF TR 0.0%
Value $10,661 Shares 138 Share Price $77.25 Est. Cost/Share $69.51 Unrealized @ Report Date +11.1%
FLYW FLYWIRE CORPORATION 0.0%
Value $10,310 Shares 500 Share Price $20.62 Est. Cost/Share $19.54 Unrealized @ Report Date +5.5%
PLUG PLUG POWER INC 0.0%
Value $10,294 Shares 4,833 Share Price $2.13 Est. Cost/Share $2.18 Unrealized @ Report Date -2.4%
MO ALTRIA GROUP INC 0.0%
Value $8,942 Shares 171 Share Price $52.29 * Est. Cost/Share $48.82 Unrealized @ Report Date -0.0%
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value $8,848 Shares 8 Share Price $1106.00 * Est. Cost/Share $405.98 Unrealized @ Report Date -9.7%
MELI MERCADOLIBRE INC 0.0%
Value $8,502 Shares 5 Share Price $1700.40 Est. Cost/Share $1947.25 Unrealized @ Report Date -12.7%
MRNA MODERNA INC 0.0%
Value $8,441 Shares 203 Share Price $41.58 Est. Cost/Share $47.80 Unrealized @ Report Date -13.0%
ARKF ARK ETF TR 0.0%
Value $8,151 Shares 220 Share Price $37.05 Est. Cost/Share $35.43 Unrealized @ Report Date +4.6%
SCHB SCHWAB STRATEGIC TR 0.0%
Value $7,763 Shares 342 Share Price $22.70 Est. Cost/Share $22.84 Unrealized @ Report Date -0.6%
SSO PROSHARES TR 0.0%
Value $7,401 Shares 80 Share Price $92.51 * Est. Cost/Share $47.09 Unrealized @ Report Date -1.8%
ARKW ARK ETF TR 0.0%
Value $7,343 Shares 68 Share Price $107.99 Est. Cost/Share $100.40 Unrealized @ Report Date +7.6%
COST COSTCO WHSL CORP NEW 0.0%
Value $7,330 Shares 8 Share Price $916.25 Est. Cost/Share $922.64 Unrealized @ Report Date -1.2%
ZJUL INNOVATOR ETFS TRUST 0.0%
Value $7,302 Shares 270 Share Price $27.04 Est. Cost/Share $26.96 Unrealized @ Report Date +0.3%
TWO TWO HBRS INVT CORP 0.0%
Value $7,098 Shares 600 Share Price $11.83 Est. Cost/Share $11.83 Unrealized @ Report Date
DEMZ ADVISORS INNER CIRCLE FD III 0.0%
Value $6,709 Shares 187 Share Price $35.88 Est. Cost/Share $36.46 Unrealized @ Report Date -1.4%
KLAC KLA CORP 0.0%
Value $6,301 Shares 10 Share Price $630.10 Est. Cost/Share $669.07 Unrealized @ Report Date -6.6%
NFLX NETFLIX INC 0.0%
Value $6,239 Shares 7 Share Price $891.29 * Est. Cost/Share $82.31 Unrealized @ Report Date +8.3%
WU WESTERN UN CO 0.0%
Value $5,300 Shares 500 Share Price $10.60 Est. Cost/Share $10.60 Unrealized @ Report Date
IRM IRON MTN INC DEL 0.0%
Value $5,256 Shares 50 Share Price $105.12 * Est. Cost/Share $112.79 Unrealized @ Report Date -10.1%
RUM RUMBLE INC 0.0%
Value $5,204 Shares 400 Share Price $13.01 Est. Cost/Share $7.11 Unrealized @ Report Date +82.9%
GLDM WORLD GOLD TR 0.0%
Value $5,199 Shares 100 Share Price $51.99 Est. Cost/Share $52.73 Unrealized @ Report Date -1.4%
MKL MARKEL GROUP INC 0.0%
Value $5,179 Shares 3 Share Price $1726.33 Est. Cost/Share $1659.34 Unrealized @ Report Date +4.0%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value $4,783 Shares 50 Share Price $95.66 Est. Cost/Share $98.08 Unrealized @ Report Date -2.5%
IFRA ISHARES TR 0.0%
Value $4,722 Shares 102 Share Price $46.29 Est. Cost/Share $48.41 Unrealized @ Report Date -4.4%
SBUX STARBUCKS CORP 0.0%
Value $4,563 Shares 50 Share Price $91.26 * Est. Cost/Share $93.94 Unrealized @ Report Date -5.4%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value $4,536 Shares 103 Share Price $44.04 Est. Cost/Share $46.48 Unrealized @ Report Date -5.2%
AFG AMERICAN FINL GROUP INC OHIO 0.0%
Value $4,382 Shares 32 Share Price $136.94 * Est. Cost/Share $125.97 Unrealized @ Report Date +1.0%
VKTX VIKING THERAPEUTICS INC 0.0%
Value $4,306 Shares 107 Share Price $40.24 Est. Cost/Share $57.02 Unrealized @ Report Date -29.4%
ARKK ARK ETF TR 0.0%
Value $4,258 Shares 75 Share Price $56.77 Est. Cost/Share $53.58 Unrealized @ Report Date +6.0%
SILJ AMPLIFY ETF TR 0.0%
Value $3,972 Shares 400 Share Price $9.93 Est. Cost/Share $12.55 Unrealized @ Report Date -20.9%
URA GLOBAL X FDS 0.0%
Value $3,883 Shares 145 Share Price $26.78 Est. Cost/Share $30.59 Unrealized @ Report Date -12.5%
RGLD ROYAL GOLD INC 0.0%
Value $3,824 Shares 29 Share Price $131.86 Est. Cost/Share $144.33 Unrealized @ Report Date -8.6%
BX BLACKSTONE INC 0.0%
Value $3,807 Shares 22 Share Price $173.05 * Est. Cost/Share $168.78 Unrealized @ Report Date -0.9%
WRB BERKLEY W R CORP 0.0%
Value $3,511 Shares 60 Share Price $58.52 * Est. Cost/Share $57.87 Unrealized @ Report Date -1.5%
GII SPDR INDEX SHS FDS 0.0%
Value $3,491 Shares 59 Share Price $59.17 Est. Cost/Share $61.42 Unrealized @ Report Date -3.7%
VNQ VANGUARD INDEX FDS 0.0%
Value $3,474 Shares 39 Share Price $89.08 Est. Cost/Share $94.49 Unrealized @ Report Date -5.7%
SEE SEALED AIR CORP NEW 0.0%
Value $3,383 Shares 100 Share Price $33.83 * Est. Cost/Share $34.70 Unrealized @ Report Date -4.8%
AAPL APPLE INC 0.0%
Value $3,382 Shares 327 Share Price $10.34 * Est. Cost/Share $234.51 Unrealized @ Report Date +6.3%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value $3,312 Shares 59 Share Price $56.14 * Est. Cost/Share $55.70 Unrealized @ Report Date -6.1%
RNR RENAISSANCERE HLDGS LTD 0.0%
Value $3,235 Shares 13 Share Price $248.85 Est. Cost/Share $268.57 Unrealized @ Report Date -7.4%
JNJ JOHNSON & JOHNSON 0.0%
Value $3,082 Shares 21 Share Price $146.76 * Est. Cost/Share $149.59 Unrealized @ Report Date -6.2%
OSISKO GOLD ROYALTIES LTD 0.0%
Value $2,896 Shares 160 Share Price $18.10 Est. Cost/Share $18.10 Unrealized @ Report Date
ITB ISHARES TR 0.0%
Value $2,895 Shares 28 Share Price $103.39 Est. Cost/Share $118.62 Unrealized @ Report Date -12.8%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value $2,869 Shares 60 Share Price $47.82 Est. Cost/Share $50.22 Unrealized @ Report Date -4.8%
AAOI APPLIED OPTOELECTRONICS INC 0.0%
Value $2,728 Shares 74 Share Price $36.86 Est. Cost/Share $26.91 Unrealized @ Report Date +37.0%
FTHI FIRST TR EXCHANGE-TRADED FD 0.0%
Value $2,505 Shares 108 Share Price $23.19 Est. Cost/Share $23.46 Unrealized @ Report Date -0.8%
EMB ISHARES TR 0.0%
Value $2,493 Shares 28 Share Price $89.04 Est. Cost/Share $91.28 Unrealized @ Report Date -2.5%
JBLU JETBLUE AWYS CORP 0.0%
Value $2,476 Shares 315 Share Price $7.86 Est. Cost/Share $6.78 Unrealized @ Report Date +16.0%
HL HECLA MNG CO 0.0%
Value $2,388 Shares 486 Share Price $4.91 Est. Cost/Share $5.95 Unrealized @ Report Date -17.7%
KBA KRANESHARES TRUST 0.0%
Value $2,345 Shares 100 Share Price $23.45 Est. Cost/Share $24.94 Unrealized @ Report Date -6.0%
FTQI FIRST TR EXCHANGE-TRADED FD 0.0%
Value $2,299 Shares 110 Share Price $20.90 Est. Cost/Share $20.86 Unrealized @ Report Date -0.2%
SPPP SPROTT PHYSICAL PLAT PALLAD 0.0%
Value $2,223 Shares 250 Share Price $8.89 Est. Cost/Share $8.89 Unrealized @ Report Date
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value $2,209 Shares 12 Share Price $184.08 Est. Cost/Share $173.43 Unrealized @ Report Date +6.1%
DBC INVESCO DB COMMDY INDX TRCK 0.0%
Value $2,181 Shares 102 Share Price $21.38 Est. Cost/Share $22.32 Unrealized @ Report Date -4.2%
SCHF SCHWAB STRATEGIC TR 0.0%
Value $2,146 Shares 116 Share Price $18.50 Est. Cost/Share $19.52 Unrealized @ Report Date -5.2%
LQD ISHARES TR 0.0%
Value $2,137 Shares 20 Share Price $106.85 Est. Cost/Share $109.42 Unrealized @ Report Date -2.4%
ARKG ARK ETF TR 0.0%
Value $2,048 Shares 87 Share Price $23.54 Est. Cost/Share $24.61 Unrealized @ Report Date -4.3%
MARKETWISE INC 0.0%
Value $2,043 Shares 3,600 Share Price $0.57 Est. Cost/Share $0.57 Unrealized @ Report Date
PENN PENN ENTERTAINMENT INC 0.0%
Value $2,041 Shares 103 Share Price $19.82 Est. Cost/Share $19.65 Unrealized @ Report Date +0.8%
INTC INTEL CORP 0.0%
Value $2,017 Shares 101 Share Price $19.97 Est. Cost/Share $22.54 Unrealized @ Report Date -11.1%
ARKX ARK ETF TR 0.0%
Value $1,952 Shares 100 Share Price $19.52 Est. Cost/Share $18.04 Unrealized @ Report Date +8.2%
MAS MASCO CORP 0.0%
Value $1,814 Shares 25 Share Price $72.56 Est. Cost/Share $78.41 Unrealized @ Report Date -9.1%
A AGILENT TECHNOLOGIES INC 0.0%
Value $1,746 Shares 13 Share Price $134.31 Est. Cost/Share $135.90 Unrealized @ Report Date -1.8%
KO COCA COLA CO 0.0%
Value $1,642 Shares 26 Share Price $63.15 * Est. Cost/Share $63.09 Unrealized @ Report Date -4.1%
EZBC FRANKLIN TEMPLETON DIGITAL H 0.0%
Value $1,625 Shares 30 Share Price $54.17 Est. Cost/Share $48.12 Unrealized @ Report Date +12.5%
ANTX AN2 THERAPEUTICS INC 0.0%
Value $1,615 Shares 1,170 Share Price $1.38 Est. Cost/Share $1.21 Unrealized @ Report Date +13.8%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value $1,567 Shares 8 Share Price $195.88 Est. Cost/Share $199.65 Unrealized @ Report Date -1.9%
SVM SILVERCORP METALS INC 0.0%
Value $1,500 Shares 500 Share Price $3.00 Est. Cost/Share $3.94 Unrealized @ Report Date -23.9%
TFI SPDR SER TR 0.0%
Value $1,414 Shares 31 Share Price $45.61 Est. Cost/Share $46.12 Unrealized @ Report Date -1.1%
BEPC BROOKFIELD RENEWABLE CORP 0.0%
Value $1,411 Shares 51 Share Price $27.67 * Est. Cost/Share $29.14 Unrealized @ Report Date -9.4%
GNTX GENTEX CORP 0.0%
Value $1,379 Shares 48 Share Price $28.73 Est. Cost/Share $29.93 Unrealized @ Report Date -4.0%
ENSTAR GROUP LIMITED 0.0%
Value $1,288 Shares 4 Share Price $322.00 Est. Cost/Share $322.00 Unrealized @ Report Date
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value $1,250 Shares 12 Share Price $104.17 Est. Cost/Share $108.59 Unrealized @ Report Date -4.1%
XPP PROSHARES TR 0.0%
Value $1,142 Shares 62 Share Price $18.42 Est. Cost/Share $20.03 Unrealized @ Report Date -8.0%
WY WEYERHAEUSER CO MTN BE 0.0%
Value $1,126 Shares 40 Share Price $28.15 * Est. Cost/Share $30.08 Unrealized @ Report Date -9.4%
ALB ALBEMARLE CORP 0.0%
Value $1,119 Shares 13 Share Price $86.08 * Est. Cost/Share $97.25 Unrealized @ Report Date -13.3%
BLACKROCK SCIENCE & TECHNOLO 0.0%
Value $1,097 Shares 30 Share Price $36.57 Est. Cost/Share $36.57 Unrealized @ Report Date
SWBI SMITH & WESSON BRANDS INC 0.0%
Value $1,071 Shares 106 Share Price $10.10 Est. Cost/Share $12.52 Unrealized @ Report Date -19.3%
BA BOEING CO 0.0%
Value $1,062 Shares 6 Share Price $177.00 Est. Cost/Share $156.93 Unrealized @ Report Date +12.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value $987 Shares 5 Share Price $197.40 Est. Cost/Share $193.53 Unrealized @ Report Date +2.0%
TRIUMPH GROUP INC NEW 0.0%
Value $970 Shares 52 Share Price $18.65 Est. Cost/Share $18.65 Unrealized @ Report Date
LUCID GROUP INC 0.0%
Value $906 Shares 300 Share Price $3.02 Est. Cost/Share $3.02 Unrealized @ Report Date
HRZN HORIZON TECHNOLOGY FIN CORP 0.0%
Value $899 Shares 100 Share Price $8.99 * Est. Cost/Share $7.65 Unrealized @ Report Date -4.7%
SPIRIT AEROSYSTEMS HLDGS INC 0.0%
Value $852 Shares 25 Share Price $34.08 Est. Cost/Share $34.08 Unrealized @ Report Date
GE GE AEROSPACE 0.0%
Value $834 Shares 5 Share Price $166.80 Est. Cost/Share $177.15 Unrealized @ Report Date -6.4%
FXI ISHARES TR 0.0%
Value $761 Shares 25 Share Price $30.44 Est. Cost/Share $31.53 Unrealized @ Report Date -3.5%
ITA ISHARES TR 0.0%
Value $727 Shares 5 Share Price $145.40 Est. Cost/Share $150.66 Unrealized @ Report Date -3.5%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value $677 Shares 37 Share Price $18.30 Est. Cost/Share $18.30 Unrealized @ Report Date
CRSP CRISPR THERAPEUTICS AG 0.0%
Value $630 Shares 16 Share Price $39.38 Est. Cost/Share $47.22 Unrealized @ Report Date -16.6%
FEPI ETF OPPORTUNITIES TRUST 0.0%
Value $613 Shares 12 Share Price $51.08 * Est. Cost/Share $51.59 Unrealized @ Report Date -3.8%
MAG SILVER CORP 0.0%
Value $612 Shares 45 Share Price $13.60 Est. Cost/Share $13.60 Unrealized @ Report Date
PTH INVESCO EXCHANGE TRADED FD T 0.0%
Value $601 Shares 15 Share Price $40.07 Est. Cost/Share $44.58 Unrealized @ Report Date -10.2%
CHD CHURCH & DWIGHT CO INC 0.0%
Value $557 Shares 5 Share Price $111.40 * Est. Cost/Share $104.03 Unrealized @ Report Date -0.6%
GEN GEN DIGITAL INC 0.0%
Value $521 Shares 19 Share Price $27.42 Est. Cost/Share $28.19 Unrealized @ Report Date -4.6%
MUX MCEWEN MNG INC 0.0%
Value $513 Shares 66 Share Price $7.77 Est. Cost/Share $9.04 Unrealized @ Report Date -13.9%
COMSTOCK INC 0.0%
Value $480 Shares 600 Share Price $0.80 Est. Cost/Share $0.80 Unrealized @ Report Date
KGC KINROSS GOLD CORP 0.0%
Value $464 Shares 50 Share Price $9.28 Est. Cost/Share $9.86 Unrealized @ Report Date -5.9%
EXPI EXP WORLD HLDGS INC 0.0%
Value $460 Shares 40 Share Price $11.50 Est. Cost/Share $12.88 Unrealized @ Report Date -12.5%
SILVERCREST METALS INC 0.0%
Value $455 Shares 50 Share Price $9.10 Est. Cost/Share $9.10 Unrealized @ Report Date
PSFE PAYSAFE LIMITED 0.0%
Value $410 Shares 24 Share Price $17.08 Est. Cost/Share $20.25 Unrealized @ Report Date -15.6%
AOUT AMERICAN OUTDOOR BRANDS INC 0.0%
Value $396 Shares 26 Share Price $15.23 Est. Cost/Share $10.78 Unrealized @ Report Date +41.3%
UEC URANIUM ENERGY CORP 0.0%
Value $335 Shares 50 Share Price $6.70 Est. Cost/Share $7.65 Unrealized @ Report Date -12.6%
GEV GE VERNOVA INC 0.0%
Value $329 Shares 1 Share Price $329.00 Est. Cost/Share $311.89 Unrealized @ Report Date +5.3%
FDVV FIDELITY COVINGTON TRUST 0.0%
Value $300 Shares 6 Share Price $50.00 Est. Cost/Share $51.23 Unrealized @ Report Date -2.5%
SAM BOSTON BEER INC 0.0%
Value $300 Shares 1 Share Price $300.00 Est. Cost/Share $301.80 Unrealized @ Report Date -0.6%
GLOBAL X FDS 0.0%
Value $295 Shares 30 Share Price $9.83 Est. Cost/Share $9.83 Unrealized @ Report Date
EEMA ISHARES INC 0.0%
Value $287 Shares 4 Share Price $71.75 Est. Cost/Share $75.83 Unrealized @ Report Date -5.5%
TGT TARGET CORP 0.0%
Value $270 Shares 2 Share Price $135.00 * Est. Cost/Share $136.67 Unrealized @ Report Date -5.3%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $269 Shares 1 Share Price $269.00 * Est. Cost/Share $216.31 Unrealized @ Report Date -0.9%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $254 Shares 3 Share Price $84.67 Est. Cost/Share $94.46 Unrealized @ Report Date -10.2%
FUBO FUBOTV INC 0.0%
Value $252 Shares 200 Share Price $1.26 Est. Cost/Share $1.53 Unrealized @ Report Date -17.5%
EEM ISHARES TR 0.0%
Value $251 Shares 6 Share Price $41.83 Est. Cost/Share $44.31 Unrealized @ Report Date -5.6%
F FORD MTR CO 0.0%
Value $218 Shares 22 Share Price $9.91 * Est. Cost/Share $9.87 Unrealized @ Report Date -6.6%
ARCT ARCTURUS THERAPEUTICS HLDGS 0.0%
Value $187 Shares 11 Share Price $17.00 Est. Cost/Share $18.83 Unrealized @ Report Date -9.9%
NIO NIO INC 0.0%
Value $174 Shares 40 Share Price $4.35 Est. Cost/Share $5.09 Unrealized @ Report Date -14.3%
DJT TRUMP MEDIA & TECHNOLOGY GRO 0.0%
Value $171 Shares 5 Share Price $34.20 Est. Cost/Share $31.79 Unrealized @ Report Date +7.3%
T AT&T INC 0.0%
Value $159 Shares 7 Share Price $22.71 * Est. Cost/Share $21.51 Unrealized @ Report Date +1.3%
ZYME ZYMEWORKS INC 0.0%
Value $117 Shares 8 Share Price $14.63 Est. Cost/Share $13.98 Unrealized @ Report Date +4.7%
BLUEPRINT MEDICINES CORP 0.0%
Value $87 Shares 1 Share Price $87.00 Est. Cost/Share $87.00 Unrealized @ Report Date
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value $78 Shares 1 Share Price $78.00 Est. Cost/Share $84.84 Unrealized @ Report Date -8.0%
NKE NIKE INC 0.0%
Value $76 Shares 1 Share Price $76.00 * Est. Cost/Share $76.48 Unrealized @ Report Date -3.3%
SNAP SNAP INC 0.0%
Value $75 Shares 7 Share Price $10.71 Est. Cost/Share $11.27 Unrealized @ Report Date -4.5%
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value $58 Shares 5 Share Price $11.60 Est. Cost/Share $15.61 Unrealized @ Report Date -25.3%
DJTWW TRUMP MEDIA & TECHNOLOGY GRO 0.0%
Value $46 Shares 2 Share Price $23.00 Est. Cost/Share $23.00 Unrealized @ Report Date
ESPR ESPERION THERAPEUTICS INC NE 0.0%
Value $44 Shares 20 Share Price $2.20 Est. Cost/Share $2.33 Unrealized @ Report Date -5.7%
SBSW SIBANYE STILLWATER LTD 0.0%
Value $39 Shares 12 Share Price $3.25 Est. Cost/Share $4.21 Unrealized @ Report Date -21.6%
XELA EXELA TECHNOLOGIES INC 0.0%
Value $28 Shares 25 Share Price $1.12 Est. Cost/Share $1.53 Unrealized @ Report Date -27.4%
AUMN GOLDEN MINERALS CO 0.0%
Value $26 Shares 273 Share Price $0.10 Est. Cost/Share $0.26 Unrealized @ Report Date -65.3%
WRAP WRAP TECHNOLOGIES INC 0.0%
Value $21 Shares 10 Share Price $2.10 Est. Cost/Share $1.65 Unrealized @ Report Date +28.8%
WBD WARNER BROS DISCOVERY INC 0.0%
Value $11 Shares 1 Share Price $11.00 * Est. Cost/Share $9.29 Unrealized @ Report Date +13.7%
TMUS T-MOBILE US INC 0.0%
Value $3 Shares 0 Share Price Est. Cost/Share Unrealized @ Report Date
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value $2 Shares 0 Share Price Est. Cost/Share Unrealized @ Report Date
MULLEN AUTOMOTIVE INC 0.0%
Value $1 Shares 1 Share Price $1.00 Est. Cost/Share $1.00 Unrealized @ Report Date
LEVWQ THE LION ELECTRIC COMPANY 0.0%
Value $1 Shares 3,000 Share Price $0.00 Est. Cost/Share $0.00 Unrealized @ Report Date
XLY SELECT SECTOR SPDR TR 0.0%
Value $1 Shares 1 Share Price $1.00 Est. Cost/Share Unrealized @ Report Date