Innovative Advisory Group, LLC Diversified Active

Location: Lexington, MA

CIK: 0002156202 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Sep 23, 2026

Total Value: $163M (100.0% shares, 0.0% debt)

Holdings (262)

BOXX EA SERIES TRUST 16.5%
Value $26.75M Shares 234,952 Share Price $113.86 Est. Cost/Share $113.21 Unrealized @ Report Date +0.6%
GLD SPDR GOLD TR 14.8%
Value $24.12M Shares 67,846 Share Price $355.47 Est. Cost/Share $245.74 Unrealized @ Report Date +44.7%
BIL SPDR SERIES TRUST 13.2%
Value $21.44M Shares 233,706 Share Price $91.75 Est. Cost/Share $91.58 Unrealized @ Report Date +0.2%
BITB BITWISE BITCOIN ETF TR 7.2%
Value $11.64M Shares 187,144 Share Price $62.22 Est. Cost/Share $48.20 Unrealized @ Report Date +29.1%
SLV ISHARES SILVER TR 6.1%
Value $9.98M Shares 235,535 Share Price $42.37 Est. Cost/Share $28.65 Unrealized @ Report Date +47.9%
AAPL APPLE INC 5.9%
Value $9.611M Shares 37,746 Share Price $254.63 Est. Cost/Share $234.51 Unrealized @ Report Date +8.5%
SLV ISHARES SILVER TR 5.5%
Value $8.938M Shares 9,278 Share Price $963.38 * Est. Cost/Share $28.65 Unrealized @ Report Date +47.9%
GDX VANECK ETF TRUST 3.5%
Value $5.693M Shares 74,520 Share Price $76.40 Est. Cost/Share $56.02 Unrealized @ Report Date +36.4%
ETHW BITWISE ETHEREUM ETF 3.2%
Value $5.227M Shares 175,295 Share Price $29.82 Est. Cost/Share $18.79 Unrealized @ Report Date +58.7%
GBTC GRAYSCALE BITCOIN TRUST ETF 2.9%
Value $4.781M Shares 53,254 Share Price $89.77 Est. Cost/Share $65.92 Unrealized @ Report Date +36.2%
FBTC FIDELITY WISE ORIGIN BITCOIN 2.2%
Value $3.646M Shares 36,529 Share Price $99.81 Est. Cost/Share $73.29 Unrealized @ Report Date +36.2%
GDXJ VANECK ETF TRUST 2.2%
Value $3.58M Shares 36,155 Share Price $99.03 Est. Cost/Share $76.38 Unrealized @ Report Date +29.7%
ETHE GRAYSCALE ETHEREUM TRUST ETF 1.4%
Value $2.254M Shares 65,771 Share Price $34.27 Est. Cost/Share $25.84 Unrealized @ Report Date +32.6%
KNSL KINSALE CAP GROUP INC 1.0%
Value $1.579M Shares 3,714 Share Price $425.26 Est. Cost/Share $453.15 Unrealized @ Report Date -6.2%
SIL GLOBAL X FDS 0.9%
Value $1.433M Shares 20,007 Share Price $71.63 Est. Cost/Share $55.82 Unrealized @ Report Date +28.3%
SFLR INNOVATOR ETFS TRUST 0.9%
Value $1.428M Shares 39,643 Share Price $36.03 Est. Cost/Share $33.19 Unrealized @ Report Date +8.6%
ETH GRAYSCALE ETHEREUM MINI TR E 0.8%
Value $1.283M Shares 32,744 Share Price $39.18 Est. Cost/Share $28.46 Unrealized @ Report Date +37.7%
DBA INVESCO DB MULTI-SECTOR COMM 0.8%
Value $1.249M Shares 46,663 Share Price $26.76 Est. Cost/Share $26.17 Unrealized @ Report Date +2.2%
GDX VANECK ETF TRUST 0.8%
Value $1.226M Shares 3,010 Share Price $407.47 * Est. Cost/Share $56.02 Unrealized @ Report Date +36.4%
URA GLOBAL X FDS 0.7%
Value $1.128M Shares 23,655 Share Price $47.67 Est. Cost/Share $41.19 Unrealized @ Report Date +15.7%
JEPQ J P MORGAN EXCHANGE TRADED F 0.7%
Value $1.119M Shares 19,448 Share Price $57.52 Est. Cost/Share $54.99 Unrealized @ Report Date +4.6%
BTC GRAYSCALE BITCOIN MINI TR ET 0.7%
Value $1.103M Shares 21,782 Share Price $50.63 Est. Cost/Share $36.81 Unrealized @ Report Date +37.6%
XLE SELECT SECTOR SPDR TR 0.6%
Value $1.011M Shares 11,314 Share Price $89.34 * Est. Cost/Share $45.44 Unrealized @ Report Date -1.7%
TSLA TESLA INC 0.6%
Value $918K Shares 2,064 Share Price $444.72 Est. Cost/Share $321.74 Unrealized @ Report Date +38.2%
COM DIREXION SHS ETF TR 0.5%
Value $808K Shares 28,125 Share Price $28.73 Est. Cost/Share $28.76 Unrealized @ Report Date -0.1%
JEPI J P MORGAN EXCHANGE TRADED F 0.4%
Value $701K Shares 12,270 Share Price $57.10 Est. Cost/Share $58.30 Unrealized @ Report Date -2.1%
OZ BELPOINTE PREP LLC 0.4%
Value $608K Shares 9,497 Share Price $64.00 Est. Cost/Share $70.66 Unrealized @ Report Date -9.4%
REMX VANECK ETF TRUST 0.3%
Value $526K Shares 7,995 Share Price $65.82 Est. Cost/Share $45.07 Unrealized @ Report Date +46.0%
COIN COINBASE GLOBAL INC 0.3%
Value $487K Shares 1,444 Share Price $337.49 Est. Cost/Share $252.52 Unrealized @ Report Date +33.6%
MSTR STRATEGY INC 0.3%
Value $486K Shares 1,507 Share Price $322.21 Est. Cost/Share $312.10 Unrealized @ Report Date +3.2%
IAK ISHARES TR 0.2%
Value $334K Shares 2,489 Share Price $134.01 Est. Cost/Share $130.58 Unrealized @ Report Date +2.6%
MSFT MICROSOFT CORP 0.2%
Value $318K Shares 614 Share Price $517.73 Est. Cost/Share $423.67 Unrealized @ Report Date +22.0%
PHYS SPROTT ASSET MANAGEMENT LP 0.2%
Value $301K Shares 10,149 Share Price $29.62 Est. Cost/Share $29.25 Unrealized @ Report Date
PHO INVESCO EXCHANGE TRADED FD T 0.2%
Value $266K Shares 3,689 Share Price $72.12 Est. Cost/Share $69.72 Unrealized @ Report Date +3.4%
AXP AMERICAN EXPRESS CO 0.2%
Value $259K Shares 780 Share Price $332.32 Est. Cost/Share $283.13 Unrealized @ Report Date +16.8%
BLOK AMPLIFY ETF TR 0.2%
Value $245K Shares 3,656 Share Price $67.04 Est. Cost/Share $44.97 Unrealized @ Report Date +49.1%
ETR ENTERGY CORP NEW 0.1%
Value $234K Shares 2,508 Share Price $93.19 Est. Cost/Share $69.96 Unrealized @ Report Date +32.3%
SPY SPDR S&P 500 ETF TR 0.1%
Value $232K Shares 349 Share Price $665.49 Est. Cost/Share $589.16 Unrealized @ Report Date +13.1%
PSLV SPROTT ASSET MANAGEMENT LP 0.1%
Value $218K Shares 13,900 Share Price $15.70 Est. Cost/Share $9.65 Unrealized @ Report Date
LIT GLOBAL X FDS 0.1%
Value $215K Shares 3,789 Share Price $56.85 Est. Cost/Share $44.09 Unrealized @ Report Date +29.0%
FNV FRANCO NEV CORP 0.1%
Value $215K Shares 965 Share Price $222.91 Est. Cost/Share $122.82 Unrealized @ Report Date +81.5%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $182K Shares 1,000 Share Price $182.42 Est. Cost/Share $58.25 Unrealized @ Report Date +213.2%
AMZN AMAZON COM INC 0.1%
Value $166K Shares 756 Share Price $219.57 Est. Cost/Share $203.70 Unrealized @ Report Date +7.8%
XOM EXXON MOBIL CORP 0.1%
Value $163K Shares 1,444 Share Price $112.77 Est. Cost/Share $110.43 Unrealized @ Report Date +1.2%
EXCHANGE TRADED CONCEPTS TRU 0.1%
Value $150K Shares 6,000 Share Price $25.07 Est. Cost/Share $16.89 Unrealized @ Report Date
URNM SPROTT FDS TR 0.1%
Value $147K Shares 2,432 Share Price $60.44 Est. Cost/Share $46.57 Unrealized @ Report Date +29.8%
STT STATE STR CORP 0.1%
Value $146K Shares 1,256 Share Price $115.97 Est. Cost/Share $91.24 Unrealized @ Report Date +25.4%
SNSR GLOBAL X FDS 0.1%
Value $143K Shares 3,669 Share Price $39.01 Est. Cost/Share $35.30 Unrealized @ Report Date +10.5%
BOTZ GLOBAL X FDS 0.1%
Value $132K Shares 3,733 Share Price $35.43 Est. Cost/Share $32.59 Unrealized @ Report Date +8.7%
GOOG ALPHABET INC 0.1%
Value $132K Shares 540 Share Price $243.55 Est. Cost/Share $175.67 Unrealized @ Report Date +38.5%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value $120K Shares 1,853 Share Price $65.00 Est. Cost/Share $49.07 Unrealized @ Report Date +32.5%
QQQ INVESCO QQQ TR 0.1%
Value $114K Shares 190 Share Price $600.37 Est. Cost/Share $497.35 Unrealized @ Report Date +20.7%
AEM AGNICO EAGLE MINES LTD 0.1%
Value $109K Shares 646 Share Price $168.56 Est. Cost/Share $81.14 Unrealized @ Report Date +107.3%
ROBO EXCHANGE TRADED CONCEPTS TRU 0.1%
Value $106K Shares 1,612 Share Price $65.56 Est. Cost/Share $56.85 Unrealized @ Report Date +15.3%
QS QUANTUMSCAPE CORP 0.1%
Value $104K Shares 8,449 Share Price $12.32 Est. Cost/Share $5.25 Unrealized @ Report Date +134.7%
XYZ BLOCK INC 0.1%
Value $101K Shares 1,394 Share Price $72.27 Est. Cost/Share $81.96 Unrealized @ Report Date -11.8%
HSY HERSHEY CO 0.1%
Value $88,879 Shares 475 Share Price $187.11 Est. Cost/Share $166.36 Unrealized @ Report Date +11.6%
ROM PROSHARES TR 0.0%
Value $74,126 Shares 800 Share Price $92.66 Est. Cost/Share $70.49 Unrealized @ Report Date +31.5%
PG PROCTER AND GAMBLE CO 0.0%
Value $73,291 Shares 477 Share Price $153.65 Est. Cost/Share $164.79 Unrealized @ Report Date -7.4%
HOOD ROBINHOOD MKTS INC 0.0%
Value $69,299 Shares 484 Share Price $143.18 Est. Cost/Share $40.22 Unrealized @ Report Date +256.0%
PAAS PAN AMERN SILVER CORP 0.0%
Value $69,017 Shares 1,782 Share Price $38.73 Est. Cost/Share $22.37 Unrealized @ Report Date +73.1%
JPM JPMORGAN CHASE & CO. 0.0%
Value $66,240 Shares 210 Share Price $315.43 Est. Cost/Share $243.87 Unrealized @ Report Date +28.7%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value $65,563 Shares 110 Share Price $596.03 Est. Cost/Share $586.15 Unrealized @ Report Date +1.7%
DOCU DOCUSIGN INC 0.0%
Value $64,881 Shares 900 Share Price $72.09 Est. Cost/Share $79.85 Unrealized @ Report Date -9.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value $64,853 Shares 129 Share Price $502.74 Est. Cost/Share $461.73 Unrealized @ Report Date +8.9%
C CITIGROUP INC 0.0%
Value $60,900 Shares 600 Share Price $101.50 Est. Cost/Share $65.38 Unrealized @ Report Date +54.3%
FSM FORTUNA MNG CORP 0.0%
Value $59,100 Shares 6,596 Share Price $8.96 Est. Cost/Share $4.77 Unrealized @ Report Date +87.9%
NEM NEWMONT CORP 0.0%
Value $58,511 Shares 694 Share Price $84.31 Est. Cost/Share $44.64 Unrealized @ Report Date +88.3%
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value $56,675 Shares 4,220 Share Price $13.43 Est. Cost/Share $13.49 Unrealized @ Report Date -0.4%
SMR NUSCALE PWR CORP 0.0%
Value $54,000 Shares 1,500 Share Price $36.00 Est. Cost/Share $39.85 Unrealized @ Report Date -9.7%
CAT CATERPILLAR INC 0.0%
Value $52,487 Shares 110 Share Price $477.15 Est. Cost/Share $353.98 Unrealized @ Report Date +34.4%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $52,125 Shares 1,186 Share Price $43.95 Est. Cost/Share $39.40 Unrealized @ Report Date +9.7%
GOOGL ALPHABET INC 0.0%
Value $51,798 Shares 213 Share Price $243.18 Est. Cost/Share $174.14 Unrealized @ Report Date +39.5%
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value $51,223 Shares 458 Share Price $111.84 Est. Cost/Share $61.60 Unrealized @ Report Date +81.6%
ATEC ALPHATEC HLDGS INC 0.0%
Value $50,890 Shares 3,500 Share Price $14.54 Est. Cost/Share $9.68 Unrealized @ Report Date +50.2%
ABT ABBOTT LABS 0.0%
Value $50,211 Shares 375 Share Price $133.90 Est. Cost/Share $118.64 Unrealized @ Report Date +12.4%
MU MICRON TECHNOLOGY INC 0.0%
Value $50,196 Shares 300 Share Price $167.32 Est. Cost/Share $94.48 Unrealized @ Report Date +76.9%
B BARRICK MNG CORP 0.0%
Value $49,122 Shares 1,499 Share Price $32.77 Est. Cost/Share $19.29 Unrealized @ Report Date +69.2%
SIXG ETF SER SOLUTIONS 0.0%
Value $48,110 Shares 780 Share Price $61.68 Est. Cost/Share $46.00 Unrealized @ Report Date +34.1%
KRBN KRANESHARES TRUST 0.0%
Value $47,369 Shares 1,462 Share Price $32.40 Est. Cost/Share $30.84 Unrealized @ Report Date +5.1%
NVDA NVIDIA CORPORATION 0.0%
Value $45,899 Shares 246 Share Price $186.58 Est. Cost/Share $134.85 Unrealized @ Report Date +38.4%
SHV ISHARES TR 0.0%
Value $38,672 Shares 350 Share Price $110.49 Est. Cost/Share $110.29 Unrealized @ Report Date +0.2%
PFE PFIZER INC 0.0%
Value $36,997 Shares 1,452 Share Price $25.48 Est. Cost/Share $24.57 Unrealized @ Report Date +1.9%
AAPL APPLE INC 0.0%
Value $36,024 Shares 237 Share Price $152.00 * Est. Cost/Share $234.51 Unrealized @ Report Date +8.5%
ETHT PROSHARES TR 0.0%
Value $32,404 Shares 360 Share Price $90.01 Est. Cost/Share $33.20 Unrealized @ Report Date +171.1%
NFLX NETFLIX INC 0.0%
Value $32,371 Shares 27 Share Price $1198.93 * Est. Cost/Share $105.09 Unrealized @ Report Date +14.1%
HD HOME DEPOT INC 0.0%
Value $30,389 Shares 75 Share Price $405.19 Est. Cost/Share $397.26 Unrealized @ Report Date +1.3%
IDRV ISHARES TR 0.0%
Value $29,813 Shares 813 Share Price $36.67 Est. Cost/Share $30.20 Unrealized @ Report Date +21.4%
SFL SFL CORPORATION LTD 0.0%
Value $29,367 Shares 3,900 Share Price $7.53 Est. Cost/Share $10.68 Unrealized @ Report Date -29.5%
ORCL ORACLE CORP 0.0%
Value $28,124 Shares 100 Share Price $281.24 Est. Cost/Share $160.80 Unrealized @ Report Date +74.6%
PEP PEPSICO INC 0.0%
Value $28,088 Shares 200 Share Price $140.44 Est. Cost/Share $131.03 Unrealized @ Report Date +6.1%
IREN IREN LIMITED 0.0%
Value $27,689 Shares 590 Share Price $46.93 Est. Cost/Share $9.74 Unrealized @ Report Date +381.9%
VOO VANGUARD INDEX FDS 0.0%
Value $26,332 Shares 43 Share Price $612.37 Est. Cost/Share $541.64 Unrealized @ Report Date +13.1%
O REALTY INCOME CORP 0.0%
Value $24,316 Shares 400 Share Price $60.79 Est. Cost/Share $54.47 Unrealized @ Report Date +9.6%
IAU ISHARES GOLD TR 0.0%
Value $22,850 Shares 314 Share Price $72.77 Est. Cost/Share $50.77 Unrealized @ Report Date +43.3%
MA MASTERCARD INCORPORATED 0.0%
Value $21,615 Shares 38 Share Price $568.82 Est. Cost/Share $551.47 Unrealized @ Report Date +3.0%
NVS NOVARTIS AG 0.0%
Value $21,160 Shares 165 Share Price $128.24 Est. Cost/Share $112.71 Unrealized @ Report Date +13.8%
NSC NORFOLK SOUTHN CORP 0.0%
Value $21,029 Shares 70 Share Price $300.41 Est. Cost/Share $233.06 Unrealized @ Report Date +28.3%
VTI VANGUARD INDEX FDS 0.0%
Value $20,648 Shares 63 Share Price $327.75 Est. Cost/Share $291.13 Unrealized @ Report Date +12.7%
V VISA INC 0.0%
Value $20,483 Shares 60 Share Price $341.38 Est. Cost/Share $346.99 Unrealized @ Report Date -1.8%
DHR DANAHER CORPORATION 0.0%
Value $19,826 Shares 100 Share Price $198.26 Est. Cost/Share $243.95 Unrealized @ Report Date -18.8%
AGNC AGNC INVT CORP 0.0%
Value $19,580 Shares 2,000 Share Price $9.79 Est. Cost/Share $9.21 Unrealized @ Report Date
ASML ASML HOLDING N V 0.0%
Value $19,362 Shares 20 Share Price $968.10 Est. Cost/Share $722.57 Unrealized @ Report Date +34.0%
DKNG DRAFTKINGS INC NEW 0.0%
Value $18,700 Shares 500 Share Price $37.40 Est. Cost/Share $39.68 Unrealized @ Report Date -5.7%
GMED GLOBUS MED INC 0.0%
Value $18,613 Shares 325 Share Price $57.27 Est. Cost/Share $78.87 Unrealized @ Report Date -27.4%
INDIA FD INC 0.0%
Value $18,547 Shares 1,266 Share Price $14.65 Est. Cost/Share $15.75 Unrealized @ Report Date
SILJ AMPLIFY ETF TR 0.0%
Value $18,472 Shares 800 Share Price $23.09 Est. Cost/Share $15.02 Unrealized @ Report Date +53.8%
ZDEK INNOVATOR ETFS TRUST 0.0%
Value $18,440 Shares 730 Share Price $25.26 Est. Cost/Share $23.98 Unrealized @ Report Date +5.3%
SLB SCHLUMBERGER LTD 0.0%
Value $17,646 Shares 513 Share Price $34.40 Est. Cost/Share $40.51 Unrealized @ Report Date -15.8%
KO COCA COLA CO 0.0%
Value $17,287 Shares 261 Share Price $66.23 Est. Cost/Share $69.28 Unrealized @ Report Date -4.9%
CVX CHEVRON CORP NEW 0.0%
Value $17,082 Shares 110 Share Price $155.29 Est. Cost/Share $137.00 Unrealized @ Report Date +12.1%
RC READY CAPITAL CORP 0.0%
Value $16,966 Shares 4,384 Share Price $3.87 Est. Cost/Share $6.82 Unrealized @ Report Date
BKKT BAKKT HOLDINGS INC 0.0%
Value $16,926 Shares 503 Share Price $33.65 Est. Cost/Share $18.51 Unrealized @ Report Date +81.8%
LOW LOWES COS INC 0.0%
Value $16,838 Shares 67 Share Price $251.31 Est. Cost/Share $220.63 Unrealized @ Report Date +13.4%
WMT WALMART INC 0.0%
Value $16,558 Shares 161 Share Price $102.84 Est. Cost/Share $85.80 Unrealized @ Report Date +19.9%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value $16,264 Shares 415 Share Price $39.19 Est. Cost/Share $50.88 Unrealized @ Report Date -23.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value $15,453 Shares 394 Share Price $39.22 Est. Cost/Share $37.70 Unrealized @ Report Date +3.7%
ARKQ ARK ETF TR 0.0%
Value $15,395 Shares 138 Share Price $111.56 Est. Cost/Share $69.51 Unrealized @ Report Date +60.5%
PANW PALO ALTO NETWORKS INC 0.0%
Value $14,864 Shares 73 Share Price $203.62 Est. Cost/Share $185.70 Unrealized @ Report Date +9.6%
TRV TRAVELERS COMPANIES INC 0.0%
Value $14,423 Shares 52 Share Price $277.37 Est. Cost/Share $245.18 Unrealized @ Report Date +13.4%
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value $14,005 Shares 15 Share Price $933.67 * Est. Cost/Share $369.23 Unrealized @ Report Date -15.9%
NVO NOVO-NORDISK A S 0.0%
Value $13,873 Shares 250 Share Price $55.49 Est. Cost/Share $108.14 Unrealized @ Report Date -48.7%
GD GENERAL DYNAMICS CORP 0.0%
Value $13,640 Shares 40 Share Price $341.00 Est. Cost/Share $272.45 Unrealized @ Report Date +24.6%
KKR KKR & CO INC 0.0%
Value $12,995 Shares 100 Share Price $129.95 Est. Cost/Share $145.82 Unrealized @ Report Date -11.0%
MCD MCDONALDS CORP 0.0%
Value $12,763 Shares 42 Share Price $303.88 Est. Cost/Share $303.54 Unrealized @ Report Date -0.5%
ARKF ARK ETF TR 0.0%
Value $12,496 Shares 220 Share Price $56.80 Est. Cost/Share $35.43 Unrealized @ Report Date +60.3%
ACN ACCENTURE PLC IRELAND 0.0%
Value $12,330 Shares 50 Share Price $246.60 Est. Cost/Share $302.88 Unrealized @ Report Date -18.6%
COST COSTCO WHSL CORP NEW 0.0%
Value $12,033 Shares 13 Share Price $925.62 Est. Cost/Share $948.83 Unrealized @ Report Date -2.6%
BIZD VANECK ETF TRUST 0.0%
Value $11,952 Shares 800 Share Price $14.94 Est. Cost/Share $16.49 Unrealized @ Report Date -9.4%
ARKW ARK ETF TR 0.0%
Value $11,873 Shares 68 Share Price $174.60 Est. Cost/Share $100.40 Unrealized @ Report Date +73.9%
GFL GFL ENVIRONMENTAL INC 0.0%
Value $11,845 Shares 250 Share Price $47.38 Est. Cost/Share $43.48 Unrealized @ Report Date +9.0%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $11,749 Shares 30 Share Price $391.63 Est. Cost/Share $463.53 Unrealized @ Report Date -15.5%
MELI MERCADOLIBRE INC 0.0%
Value $11,685 Shares 5 Share Price $2337.00 Est. Cost/Share $1947.25 Unrealized @ Report Date +20.0%
BEEM BEAM GLOBAL 0.0%
Value $11,520 Shares 4,000 Share Price $2.88 Est. Cost/Share $4.11 Unrealized @ Report Date -29.9%
MO ALTRIA GROUP INC 0.0%
Value $11,296 Shares 171 Share Price $66.06 Est. Cost/Share $48.82 Unrealized @ Report Date +32.9%
PLUG PLUG POWER INC 0.0%
Value $11,238 Shares 4,823 Share Price $2.33 Est. Cost/Share $2.18 Unrealized @ Report Date +6.8%
KLAC KLA CORP 0.0%
Value $10,786 Shares 10 Share Price $1078.60 Est. Cost/Share $669.07 Unrealized @ Report Date +60.9%
CRM SALESFORCE INC 0.0%
Value $10,665 Shares 45 Share Price $237.00 Est. Cost/Share $266.04 Unrealized @ Report Date -11.1%
BHP BHP GROUP LTD 0.0%
Value $10,593 Shares 190 Share Price $55.75 Est. Cost/Share $48.07 Unrealized @ Report Date +16.0%
IRTC IRHYTHM TECHNOLOGIES INC 0.0%
Value $10,319 Shares 60 Share Price $171.98 Est. Cost/Share $158.94 Unrealized @ Report Date +8.2%
BMNR BITMINE IMMERSION TECNOLOGIE 0.0%
Value $10,178 Shares 196 Share Price $51.93 Est. Cost/Share $50.65 Unrealized @ Report Date +2.5%
GDLC GRAYSCALE COINDESK CRYPTO 0.0%
Value $10,062 Shares 180 Share Price $55.90 Est. Cost/Share $52.61 Unrealized @ Report Date +6.3%
SSO PROSHARES TR 0.0%
Value $8,970 Shares 80 Share Price $112.13 * Est. Cost/Share $47.09 Unrealized @ Report Date +19.1%
SCHB SCHWAB STRATEGIC TR 0.0%
Value $8,793 Shares 342 Share Price $25.71 Est. Cost/Share $22.84 Unrealized @ Report Date +12.6%
SEIC SEI INVTS CO 0.0%
Value $8,485 Shares 100 Share Price $84.85 Est. Cost/Share $77.08 Unrealized @ Report Date +9.4%
DEMZ ADVISORS INNER CIRCLE FD III 0.0%
Value $7,844 Shares 188 Share Price $41.72 Est. Cost/Share $36.46 Unrealized @ Report Date +14.6%
GLDM WORLD GOLD TR 0.0%
Value $7,645 Shares 100 Share Price $76.45 Est. Cost/Share $52.73 Unrealized @ Report Date +45.0%
FLYW FLYWIRE CORPORATION 0.0%
Value $6,770 Shares 500 Share Price $13.54 Est. Cost/Share $19.54 Unrealized @ Report Date -30.7%
ARKK ARK ETF TR 0.0%
Value $6,473 Shares 75 Share Price $86.31 Est. Cost/Share $53.58 Unrealized @ Report Date +61.1%
OR OR ROYALTIES INC. 0.0%
Value $6,413 Shares 160 Share Price $40.08 Est. Cost/Share $24.09 Unrealized @ Report Date +66.4%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value $6,393 Shares 118 Share Price $54.18 Est. Cost/Share $46.34 Unrealized @ Report Date +16.9%
DIS DISNEY WALT CO 0.0%
Value $6,056 Shares 53 Share Price $114.26 Est. Cost/Share $103.52 Unrealized @ Report Date +9.9%
TWO TWO HBRS INVT CORP 0.0%
Value $5,922 Shares 600 Share Price $9.87 Est. Cost/Share $11.83 Unrealized @ Report Date
RGLD ROYAL GOLD INC 0.0%
Value $5,817 Shares 29 Share Price $200.59 Est. Cost/Share $144.33 Unrealized @ Report Date +39.0%
MKL MARKEL GROUP INC 0.0%
Value $5,734 Shares 3 Share Price $1911.33 Est. Cost/Share $1659.34 Unrealized @ Report Date +15.2%
HL HECLA MNG CO 0.0%
Value $5,639 Shares 466 Share Price $12.10 Est. Cost/Share $5.95 Unrealized @ Report Date +103.2%
AFG AMERICAN FINL GROUP INC OHIO 0.0%
Value $5,537 Shares 38 Share Price $145.71 * Est. Cost/Share $125.69 Unrealized @ Report Date +11.5%
IFRA ISHARES TR 0.0%
Value $5,388 Shares 102 Share Price $52.82 Est. Cost/Share $48.41 Unrealized @ Report Date +9.1%
MRNA MODERNA INC 0.0%
Value $5,243 Shares 203 Share Price $25.83 Est. Cost/Share $47.80 Unrealized @ Report Date -46.0%
IRM IRON MTN INC DEL 0.0%
Value $5,097 Shares 50 Share Price $101.94 Est. Cost/Share $112.79 Unrealized @ Report Date -10.6%
WRB BERKLEY W R CORP 0.0%
Value $4,980 Shares 65 Share Price $76.62 Est. Cost/Share $58.01 Unrealized @ Report Date +30.0%
RNR RENAISSANCERE HLDGS LTD 0.0%
Value $4,825 Shares 19 Share Price $253.95 Est. Cost/Share $260.23 Unrealized @ Report Date -2.4%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value $4,597 Shares 76 Share Price $60.49 * Est. Cost/Share $55.65 Unrealized @ Report Date +3.8%
VNQ VANGUARD INDEX FDS 0.0%
Value $4,571 Shares 50 Share Price $91.42 Est. Cost/Share $93.51 Unrealized @ Report Date -2.2%
JAJL INNOVATOR ETFS TRUST 0.0%
Value $4,469 Shares 156 Share Price $28.65 Est. Cost/Share $26.96 Unrealized @ Report Date +6.3%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value $4,434 Shares 74 Share Price $59.92 Est. Cost/Share $50.41 Unrealized @ Report Date +18.9%
SBUX STARBUCKS CORP 0.0%
Value $4,230 Shares 50 Share Price $84.60 Est. Cost/Share $93.94 Unrealized @ Report Date -10.6%
JNJ JOHNSON & JOHNSON 0.0%
Value $4,043 Shares 22 Share Price $183.77 Est. Cost/Share $149.65 Unrealized @ Report Date +23.1%
WU WESTERN UN CO 0.0%
Value $3,995 Shares 500 Share Price $7.99 Est. Cost/Share $10.60 Unrealized @ Report Date
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value $3,788 Shares 50 Share Price $75.76 Est. Cost/Share $98.08 Unrealized @ Report Date -22.8%
SEE SEALED AIR CORP NEW 0.0%
Value $3,535 Shares 100 Share Price $35.35 Est. Cost/Share $34.70 Unrealized @ Report Date +1.4%
CHWY CHEWY INC 0.0%
Value $3,438 Shares 85 Share Price $40.45 Est. Cost/Share $38.56 Unrealized @ Report Date +4.9%
GII SPDR INDEX SHS FDS 0.0%
Value $3,410 Shares 49 Share Price $69.59 Est. Cost/Share $61.42 Unrealized @ Report Date +13.3%
SPPP SPROTT ASSET MANAGEMENT LP 0.0%
Value $3,395 Shares 250 Share Price $13.58 Est. Cost/Share $8.89 Unrealized @ Report Date
INTC INTEL CORP 0.0%
Value $3,375 Shares 101 Share Price $33.42 Est. Cost/Share $22.54 Unrealized @ Report Date +48.8%
EMB ISHARES TR 0.0%
Value $3,332 Shares 35 Share Price $95.20 Est. Cost/Share $91.10 Unrealized @ Report Date +4.5%
SVM SILVERCORP METALS INC 0.0%
Value $3,160 Shares 500 Share Price $6.32 Est. Cost/Share $3.94 Unrealized @ Report Date +60.3%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value $3,100 Shares 12 Share Price $258.33 Est. Cost/Share $173.43 Unrealized @ Report Date +49.0%
KBA KRANESHARES TRUST 0.0%
Value $3,007 Shares 100 Share Price $30.07 Est. Cost/Share $24.94 Unrealized @ Report Date +20.6%
ITB ISHARES TR 0.0%
Value $3,003 Shares 28 Share Price $107.25 Est. Cost/Share $118.62 Unrealized @ Report Date -9.6%
MKTW MARKETWISE INC 0.0%
Value $2,975 Shares 180 Share Price $16.53 * Est. Cost/Share $14.57 Unrealized @ Report Date +10.8%
RUM RUMBLE INC 0.0%
Value $2,896 Shares 400 Share Price $7.24 Est. Cost/Share $7.11 Unrealized @ Report Date +1.8%
ARKX ARK ETF TR 0.0%
Value $2,855 Shares 100 Share Price $28.55 Est. Cost/Share $18.04 Unrealized @ Report Date +58.3%
VKTX VIKING THERAPEUTICS INC 0.0%
Value $2,812 Shares 107 Share Price $26.28 Est. Cost/Share $57.02 Unrealized @ Report Date -53.9%
SLVR SPROTT FDS TR 0.0%
Value $2,793 Shares 63 Share Price $44.33 Est. Cost/Share $34.60 Unrealized @ Report Date +28.1%
LQD ISHARES TR 0.0%
Value $2,787 Shares 25 Share Price $111.48 Est. Cost/Share $109.07 Unrealized @ Report Date +2.2%
FTHI FIRST TR EXCHANGE TRADED FD 0.0%
Value $2,729 Shares 115 Share Price $23.73 Est. Cost/Share $23.41 Unrealized @ Report Date +1.3%
SCHF SCHWAB STRATEGIC TR 0.0%
Value $2,700 Shares 116 Share Price $23.28 Est. Cost/Share $19.52 Unrealized @ Report Date +19.2%
CSAI CLOUDASTRUCTURE INC 0.0%
Value $2,626 Shares 2,084 Share Price $1.26 Est. Cost/Share $10.00 Unrealized @ Report Date -87.4%
GDL FD 0.0%
Value $2,565 Shares 300 Share Price $8.55 Est. Cost/Share $8.55 Unrealized @ Report Date
FTQI FIRST TR EXCHANGE TRADED FD 0.0%
Value $2,487 Shares 121 Share Price $20.55 Est. Cost/Share $20.77 Unrealized @ Report Date -0.8%
ARKG ARK ETF TR 0.0%
Value $2,416 Shares 87 Share Price $27.77 Est. Cost/Share $24.61 Unrealized @ Report Date +12.8%
CRH CRH PLC 0.0%
Value $2,398 Shares 20 Share Price $119.90 Est. Cost/Share $97.65 Unrealized @ Report Date +22.8%
DBC INVESCO DB COMMDY INDX TRCK 0.0%
Value $2,298 Shares 102 Share Price $22.53 Est. Cost/Share $22.32 Unrealized @ Report Date +0.9%
ZSEP INNOVATOR ETFS TRUST 0.0%
Value $2,252 Shares 85 Share Price $26.49 Est. Cost/Share $26.21 Unrealized @ Report Date +1.1%
EZBC FRANKLIN TEMPLETON DIGITAL H 0.0%
Value $1,986 Shares 30 Share Price $66.20 Est. Cost/Share $48.12 Unrealized @ Report Date +37.6%
PENN PENN ENTERTAINMENT INC 0.0%
Value $1,984 Shares 103 Share Price $19.26 Est. Cost/Share $19.65 Unrealized @ Report Date -2.0%
HYLN HYLIION HOLDINGS CORP 0.0%
Value $1,970 Shares 1,000 Share Price $1.97 Est. Cost/Share $1.46 Unrealized @ Report Date +35.2%
AAOI APPLIED OPTOELECTRONICS INC 0.0%
Value $1,919 Shares 74 Share Price $25.93 Est. Cost/Share $26.91 Unrealized @ Report Date -3.6%
XPP PROSHARES TR 0.0%
Value $1,896 Shares 62 Share Price $30.58 Est. Cost/Share $20.03 Unrealized @ Report Date +52.8%
SXT SENSIENT TECHNOLOGIES CORP 0.0%
Value $1,877 Shares 20 Share Price $93.85 Est. Cost/Share $109.43 Unrealized @ Report Date -14.2%
MAS MASCO CORP 0.0%
Value $1,760 Shares 25 Share Price $70.40 Est. Cost/Share $78.41 Unrealized @ Report Date -10.7%
BEPC BROOKFIELD RENEWABLE CORP 0.0%
Value $1,755 Shares 51 Share Price $34.41 Est. Cost/Share $29.14 Unrealized @ Report Date +17.0%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value $1,726 Shares 8 Share Price $215.75 Est. Cost/Share $199.65 Unrealized @ Report Date +8.1%
A AGILENT TECHNOLOGIES INC 0.0%
Value $1,669 Shares 13 Share Price $128.38 Est. Cost/Share $135.90 Unrealized @ Report Date -5.6%
JBLU JETBLUE AWYS CORP 0.0%
Value $1,550 Shares 315 Share Price $4.92 Est. Cost/Share $6.78 Unrealized @ Report Date -27.4%
GE GE AEROSPACE 0.0%
Value $1,504 Shares 5 Share Price $300.80 Est. Cost/Share $177.15 Unrealized @ Report Date +69.6%
ANTX AN2 THERAPEUTICS INC 0.0%
Value $1,486 Shares 1,170 Share Price $1.27 Est. Cost/Share $1.21 Unrealized @ Report Date +4.7%
TFI SPDR SERIES TRUST 0.0%
Value $1,413 Shares 31 Share Price $45.58 Est. Cost/Share $46.12 Unrealized @ Report Date -1.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value $1,396 Shares 5 Share Price $279.20 Est. Cost/Share $193.53 Unrealized @ Report Date +44.3%
GNTX GENTEX CORP 0.0%
Value $1,358 Shares 48 Share Price $28.29 Est. Cost/Share $29.93 Unrealized @ Report Date -5.4%
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value $1,316 Shares 12 Share Price $109.67 Est. Cost/Share $108.59 Unrealized @ Report Date +1.0%
BA BOEING CO 0.0%
Value $1,295 Shares 6 Share Price $215.83 Est. Cost/Share $156.93 Unrealized @ Report Date +37.5%
ACGL ARCH CAP GROUP LTD 0.0%
Value $1,270 Shares 14 Share Price $90.71 Est. Cost/Share $92.28 Unrealized @ Report Date -1.7%
BLACKROCK SCIENCE & TECHNOLO 0.0%
Value $1,241 Shares 30 Share Price $41.37 Est. Cost/Share $36.57 Unrealized @ Report Date
MUX MCEWEN INC. 0.0%
Value $1,129 Shares 66 Share Price $17.11 Est. Cost/Share $9.04 Unrealized @ Report Date +89.2%
ALB ALBEMARLE CORP 0.0%
Value $1,054 Shares 13 Share Price $81.08 Est. Cost/Share $97.25 Unrealized @ Report Date -16.9%
ANGX ANGEL STUDIOS INC 0.0%
Value $1,052 Shares 181 Share Price $5.81 Est. Cost/Share $7.96 Unrealized @ Report Date -27.0%
ITA ISHARES TR 0.0%
Value $1,046 Shares 5 Share Price $209.20 Est. Cost/Share $150.66 Unrealized @ Report Date +38.9%
SWBI SMITH & WESSON BRANDS INC 0.0%
Value $1,042 Shares 106 Share Price $9.83 Est. Cost/Share $12.52 Unrealized @ Report Date -21.5%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value $1,037 Shares 16 Share Price $64.81 Est. Cost/Share $47.22 Unrealized @ Report Date +37.3%
FXI ISHARES TR 0.0%
Value $1,029 Shares 25 Share Price $41.16 Est. Cost/Share $31.53 Unrealized @ Report Date +30.5%
WY WEYERHAEUSER CO MTN BE 0.0%
Value $992 Shares 40 Share Price $24.80 Est. Cost/Share $30.08 Unrealized @ Report Date -18.4%
SPIRIT AEROSYSTEMS HLDGS INC 0.0%
Value $965 Shares 25 Share Price $38.60 Est. Cost/Share $34.08 Unrealized @ Report Date
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value $748 Shares 37 Share Price $20.22 Est. Cost/Share $18.30 Unrealized @ Report Date
LCID LUCID GROUP INC 0.0%
Value $714 Shares 30 Share Price $23.80 Est. Cost/Share $22.60 Unrealized @ Report Date +5.3%
FEPI ETF OPPORTUNITIES TRUST 0.0%
Value $699 Shares 15 Share Price $46.60 Est. Cost/Share $50.33 Unrealized @ Report Date -6.9%
PTH INVESCO EXCHANGE TRADED FD T 0.0%
Value $661 Shares 15 Share Price $44.07 Est. Cost/Share $44.58 Unrealized @ Report Date -1.1%
GEV GE VERNOVA INC 0.0%
Value $615 Shares 1 Share Price $615.00 Est. Cost/Share $311.89 Unrealized @ Report Date +97.1%
HRZN HORIZON TECHNOLOGY FIN CORP 0.0%
Value $610 Shares 100 Share Price $6.10 * Est. Cost/Share $7.65 Unrealized @ Report Date -26.8%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $536 Shares 3 Share Price $178.67 Est. Cost/Share $94.46 Unrealized @ Report Date +89.2%
QQQ INVESCO QQQ TR 0.0%
Value $518 Shares 5 Share Price $103.60 * Est. Cost/Share $497.35 Unrealized @ Report Date +20.7%
EXPI EXP WORLD HLDGS INC 0.0%
Value $426 Shares 40 Share Price $10.65 Est. Cost/Share $12.88 Unrealized @ Report Date -17.6%
FUBO FUBOTV INC 0.0%
Value $415 Shares 100 Share Price $4.15 Est. Cost/Share $1.53 Unrealized @ Report Date +171.6%
PSFE PAYSAFE LIMITED 0.0%
Value $310 Shares 24 Share Price $12.92 Est. Cost/Share $20.25 Unrealized @ Report Date -36.2%
NIO NIO INC 0.0%
Value $305 Shares 40 Share Price $7.63 Est. Cost/Share $5.09 Unrealized @ Report Date +49.7%
F FORD MTR CO 0.0%
Value $263 Shares 22 Share Price $11.95 Est. Cost/Share $9.87 Unrealized @ Report Date +19.8%
AOUT AMERICAN OUTDOOR BRANDS INC 0.0%
Value $226 Shares 26 Share Price $8.69 Est. Cost/Share $10.78 Unrealized @ Report Date -19.5%
SAM BOSTON BEER INC 0.0%
Value $211 Shares 1 Share Price $211.00 Est. Cost/Share $301.80 Unrealized @ Report Date -29.9%
LODE COMSTOCK INC 0.0%
Value $205 Shares 60 Share Price $3.42 Est. Cost/Share $3.33 Unrealized @ Report Date +2.8%
ARCT ARCTURUS THERAPEUTICS HLDGS 0.0%
Value $203 Shares 11 Share Price $18.45 Est. Cost/Share $18.83 Unrealized @ Report Date -2.1%
T AT&T INC 0.0%
Value $198 Shares 7 Share Price $28.29 Est. Cost/Share $21.51 Unrealized @ Report Date +29.9%
TGT TARGET CORP 0.0%
Value $179 Shares 2 Share Price $89.50 Est. Cost/Share $136.67 Unrealized @ Report Date -35.2%
ZYME ZYMEWORKS INC 0.0%
Value $137 Shares 8 Share Price $17.13 Est. Cost/Share $13.98 Unrealized @ Report Date +22.1%
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value $86 Shares 5 Share Price $17.20 Est. Cost/Share $15.61 Unrealized @ Report Date +10.7%
DJT TRUMP MEDIA & TECHNOLOGY GRO 0.0%
Value $82 Shares 5 Share Price $16.40 Est. Cost/Share $31.79 Unrealized @ Report Date -48.3%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value $75 Shares 1 Share Price $75.00 Est. Cost/Share $84.84 Unrealized @ Report Date -11.5%
NKE NIKE INC 0.0%
Value $70 Shares 1 Share Price $70.00 Est. Cost/Share $76.48 Unrealized @ Report Date -9.4%
SNAP SNAP INC 0.0%
Value $54 Shares 7 Share Price $7.71 Est. Cost/Share $11.27 Unrealized @ Report Date -31.6%
ESPR ESPERION THERAPEUTICS INC NE 0.0%
Value $53 Shares 20 Share Price $2.65 Est. Cost/Share $2.33 Unrealized @ Report Date +13.6%
WRAP WRAP TECHNOLOGIES INC 0.0%
Value $22 Shares 10 Share Price $2.20 Est. Cost/Share $1.65 Unrealized @ Report Date +31.8%
WBD WARNER BROS DISCOVERY INC 0.0%
Value $20 Shares 1 Share Price $20.00 * Est. Cost/Share $9.29 Unrealized @ Report Date +110.2%
DJTWW TRUMP MEDIA & TECHNOLOGY GRO 0.0%
Value $16 Shares 2 Share Price $8.00 Est. Cost/Share $23.00 Unrealized @ Report Date
TMUS T-MOBILE US INC 0.0%
Value $4 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
IWM ISHARES TR 0.0%
Value $0 Shares 0 Share Price Est. Cost/Share Unrealized @ Report Date
TLT ISHARES TR 0.0%
Value $0 Shares 0 Share Price Est. Cost/Share Unrealized @ Report Date
GOVT ISHARES TR 0.0%
Value $0 Shares 0 Share Price Est. Cost/Share Unrealized @ Report Date
HYG ISHARES TR 0.0%
Value $0 Shares 0 Share Price Est. Cost/Share Unrealized @ Report Date
HR HEALTHCARE RLTY TR 0.0%
Value $0 Shares 0 Share Price Est. Cost/Share Unrealized @ Report Date
SPHB INVESCO EXCH TRADED FD TR II 0.0%
Value $0 Shares 0 Share Price Est. Cost/Share Unrealized @ Report Date
GNL GLOBAL NET LEASE INC 0.0%
Value $0 Shares 0 Share Price Est. Cost/Share Unrealized @ Report Date