Innovative Advisory Group, LLC Diversified Active

Location: Lexington, MA

CIK: 0002156202 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Sep 23, 2026

Total Value: $157M (100.0% shares, 0.0% debt)

Holdings (249)

GLD SPDR GOLD TR 17.9%
Value $28.05M Shares 70,785 Share Price $396.31 Est. Cost/Share $251.39 Unrealized @ Report Date +57.6%
BOXX EA SERIES TRUST 14.8%
Value $23.3M Shares 202,414 Share Price $115.10 Est. Cost/Share $113.21 Unrealized @ Report Date +1.7%
SLV ISHARES SILVER TR 10.1%
Value $15.91M Shares 246,933 Share Price $64.42 Est. Cost/Share $29.64 Unrealized @ Report Date +117.4%
BIL SPDR SERIES TRUST 7.2%
Value $11.35M Shares 124,160 Share Price $91.38 Est. Cost/Share $91.58 Unrealized @ Report Date -0.2%
BITB BITWISE BITCOIN ETF TR 6.6%
Value $10.42M Shares 218,998 Share Price $47.56 Est. Cost/Share $49.10 Unrealized @ Report Date -3.1%
AAPL APPLE INC 6.5%
Value $10.23M Shares 37,647 Share Price $271.86 Est. Cost/Share $234.51 Unrealized @ Report Date +15.9%
GDX VANECK ETF TRUST 4.2%
Value $6.556M Shares 76,436 Share Price $85.77 Est. Cost/Share $56.60 Unrealized @ Report Date +51.5%
GDXJ VANECK ETF TRUST 3.3%
Value $5.161M Shares 45,361 Share Price $113.78 Est. Cost/Share $81.86 Unrealized @ Report Date +39.0%
KNSL KINSALE CAP GROUP INC 3.0%
Value $4.643M Shares 11,872 Share Price $391.12 Est. Cost/Share $421.90 Unrealized @ Report Date -7.3%
ETHW BITWISE ETHEREUM ETF 2.8%
Value $4.447M Shares 209,071 Share Price $21.27 Est. Cost/Share $19.76 Unrealized @ Report Date +7.7%
GBTC GRAYSCALE BITCOIN TRUST ETF 2.3%
Value $3.58M Shares 52,365 Share Price $68.36 Est. Cost/Share $65.92 Unrealized @ Report Date +3.7%
FBTC FIDELITY WISE ORIGIN BITCOIN 1.7%
Value $2.739M Shares 35,929 Share Price $76.23 Est. Cost/Share $73.29 Unrealized @ Report Date +4.0%
URA GLOBAL X FDS 1.7%
Value $2.693M Shares 63,019 Share Price $42.73 Est. Cost/Share $45.68 Unrealized @ Report Date -6.5%
XBI SPDR SERIES TRUST 1.7%
Value $2.656M Shares 21,787 Share Price $121.93 Est. Cost/Share $114.66 Unrealized @ Report Date +6.3%
QQQ INVESCO QQQ TR 1.5%
Value $2.318M Shares 3,001 Share Price $772.37 * Est. Cost/Share $497.35 Unrealized @ Report Date +23.5%
SIL GLOBAL X FDS 1.3%
Value $2.08M Shares 24,908 Share Price $83.52 Est. Cost/Share $59.35 Unrealized @ Report Date +40.7%
SLV ISHARES SILVER TR 1.0%
Value $1.625M Shares 9,300 Share Price $174.70 * Est. Cost/Share $29.64 Unrealized @ Report Date +117.4%
ETHE GRAYSCALE ETHEREUM TRUST ETF 1.0%
Value $1.541M Shares 63,221 Share Price $24.37 Est. Cost/Share $25.84 Unrealized @ Report Date -5.7%
SFLR INNOVATOR ETFS TRUST 0.9%
Value $1.41M Shares 38,242 Share Price $36.86 Est. Cost/Share $33.19 Unrealized @ Report Date +11.1%
ILF ISHARES TR 0.8%
Value $1.289M Shares 42,347 Share Price $30.45 Est. Cost/Share $29.78 Unrealized @ Report Date +2.3%
JEPQ J P MORGAN EXCHANGE TRADED F 0.8%
Value $1.242M Shares 21,374 Share Price $58.12 Est. Cost/Share $55.27 Unrealized @ Report Date +5.2%
XLE SELECT SECTOR SPDR TR 0.6%
Value $981K Shares 21,946 Share Price $44.71 Est. Cost/Share $45.00 Unrealized @ Report Date -0.6%
BTC GRAYSCALE BITCOIN MINI TR ET 0.6%
Value $976K Shares 25,193 Share Price $38.73 Est. Cost/Share $37.82 Unrealized @ Report Date +2.4%
ETH GRAYSCALE ETHEREUM MINI TR E 0.6%
Value $938K Shares 33,440 Share Price $28.06 Est. Cost/Share $28.55 Unrealized @ Report Date -1.7%
TSLA TESLA INC 0.6%
Value $928K Shares 2,064 Share Price $449.72 Est. Cost/Share $321.74 Unrealized @ Report Date +39.8%
JEPI J P MORGAN EXCHANGE TRADED F 0.4%
Value $698K Shares 12,201 Share Price $57.24 Est. Cost/Share $58.30 Unrealized @ Report Date -1.8%
REMX VANECK ETF TRUST 0.4%
Value $680K Shares 9,195 Share Price $73.92 Est. Cost/Share $48.55 Unrealized @ Report Date +52.3%
COPX GLOBAL X FDS 0.4%
Value $663K Shares 5,000 Share Price $132.50 Est. Cost/Share Unrealized @ Report Date
OZ BELPOINTE PREP LLC 0.4%
Value $618K Shares 9,497 Share Price $65.03 Est. Cost/Share $70.66 Unrealized @ Report Date -8.0%
PHYS SPROTT ASSET MANAGEMENT LP 0.2%
Value $335K Shares 10,149 Share Price $33.02 Est. Cost/Share $29.25 Unrealized @ Report Date
IAK ISHARES TR 0.2%
Value $331K Shares 2,429 Share Price $136.14 Est. Cost/Share $130.58 Unrealized @ Report Date +4.3%
MSFT MICROSOFT CORP 0.2%
Value $297K Shares 614 Share Price $483.62 Est. Cost/Share $423.67 Unrealized @ Report Date +14.1%
AXP AMERICAN EXPRESS CO 0.2%
Value $289K Shares 782 Share Price $369.93 Est. Cost/Share $283.13 Unrealized @ Report Date +30.4%
MSTR STRATEGY INC 0.2%
Value $250K Shares 1,646 Share Price $151.95 Est. Cost/Share $305.19 Unrealized @ Report Date -50.2%
COIN COINBASE GLOBAL INC 0.2%
Value $241K Shares 1,066 Share Price $226.14 Est. Cost/Share $252.52 Unrealized @ Report Date -10.4%
ETR ENTERGY CORP NEW 0.1%
Value $232K Shares 2,508 Share Price $92.43 Est. Cost/Share $69.96 Unrealized @ Report Date +32.1%
BLOK AMPLIFY ETF TR 0.1%
Value $201K Shares 3,536 Share Price $56.89 Est. Cost/Share $44.97 Unrealized @ Report Date +26.5%
XOM EXXON MOBIL CORP 0.1%
Value $178K Shares 1,478 Share Price $120.37 Est. Cost/Share $110.54 Unrealized @ Report Date +8.9%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $178K Shares 1,000 Share Price $177.75 Est. Cost/Share $58.25 Unrealized @ Report Date +205.2%
GOOG ALPHABET INC 0.1%
Value $169K Shares 540 Share Price $313.80 Est. Cost/Share $175.67 Unrealized @ Report Date +78.6%
SPY SPDR S&P 500 ETF TR 0.1%
Value $169K Shares 248 Share Price $681.15 Est. Cost/Share $589.16 Unrealized @ Report Date +15.7%
AMZN AMAZON COM INC 0.1%
Value $169K Shares 731 Share Price $230.82 Est. Cost/Share $203.70 Unrealized @ Report Date +13.3%
LIT GLOBAL X FDS 0.1%
Value $157K Shares 2,418 Share Price $64.86 Est. Cost/Share $44.09 Unrealized @ Report Date +47.1%
STRATEGY INC 0.1%
Value $155K Shares 1,970 Share Price $78.75 Est. Cost/Share $78.75 Unrealized @ Report Date
BITQ BITWISE FUNDS TRUST 0.1%
Value $155K Shares 7,780 Share Price $19.93 Est. Cost/Share $24.62 Unrealized @ Report Date -19.0%
BITW BITWISE 10 CRYPTO INDEX ETF 0.1%
Value $147K Shares 2,500 Share Price $58.76 Est. Cost/Share $67.51 Unrealized @ Report Date -13.0%
FNV FRANCO NEV CORP 0.1%
Value $145K Shares 700 Share Price $207.28 Est. Cost/Share $122.82 Unrealized @ Report Date +68.8%
DBA INVESCO DB MULTI-SECTOR COMM 0.1%
Value $131K Shares 5,123 Share Price $25.52 Est. Cost/Share $26.17 Unrealized @ Report Date -2.5%
STT STATE STR CORP 0.1%
Value $123K Shares 956 Share Price $128.96 Est. Cost/Share $91.24 Unrealized @ Report Date +40.5%
QQQ INVESCO QQQ TR 0.1%
Value $117K Shares 190 Share Price $614.31 Est. Cost/Share $497.35 Unrealized @ Report Date +23.5%
PSLV SPROTT ASSET MANAGEMENT LP 0.1%
Value $92,235 Shares 3,900 Share Price $23.65 Est. Cost/Share $9.65 Unrealized @ Report Date
QS QUANTUMSCAPE CORP 0.1%
Value $91,165 Shares 8,749 Share Price $10.42 Est. Cost/Share $5.54 Unrealized @ Report Date +88.0%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value $91,108 Shares 1,835 Share Price $49.65 Est. Cost/Share $49.07 Unrealized @ Report Date +1.2%
XYZ BLOCK INC 0.1%
Value $90,735 Shares 1,394 Share Price $65.09 Est. Cost/Share $81.96 Unrealized @ Report Date -20.6%
URNM SPROTT FDS TR 0.1%
Value $87,550 Shares 1,595 Share Price $54.89 Est. Cost/Share $46.57 Unrealized @ Report Date +17.9%
HSY HERSHEY CO 0.1%
Value $84,474 Shares 464 Share Price $182.06 Est. Cost/Share $166.36 Unrealized @ Report Date +9.4%
ROM PROSHARES TR 0.0%
Value $75,440 Shares 800 Share Price $94.30 Est. Cost/Share $70.49 Unrealized @ Report Date +33.8%
AEM AGNICO EAGLE MINES LTD 0.0%
Value $74,763 Shares 441 Share Price $169.53 Est. Cost/Share $81.14 Unrealized @ Report Date +108.9%
ATEC ALPHATEC HLDGS INC 0.0%
Value $73,640 Shares 3,500 Share Price $21.04 Est. Cost/Share $9.68 Unrealized @ Report Date +117.4%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value $70,170 Shares 997 Share Price $70.38 Est. Cost/Share $69.72 Unrealized @ Report Date +1.0%
C CITIGROUP INC 0.0%
Value $70,014 Shares 600 Share Price $116.69 Est. Cost/Share $65.38 Unrealized @ Report Date +78.5%
PG PROCTER AND GAMBLE CO 0.0%
Value $68,359 Shares 477 Share Price $143.31 Est. Cost/Share $164.79 Unrealized @ Report Date -13.0%
JPM JPMORGAN CHASE & CO. 0.0%
Value $67,666 Shares 210 Share Price $322.22 Est. Cost/Share $243.87 Unrealized @ Report Date +32.1%
GOOGL ALPHABET INC 0.0%
Value $66,694 Shares 213 Share Price $313.12 Est. Cost/Share $174.14 Unrealized @ Report Date +79.7%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value $66,361 Shares 110 Share Price $603.28 Est. Cost/Share $586.15 Unrealized @ Report Date +2.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value $64,842 Shares 129 Share Price $502.65 Est. Cost/Share $461.73 Unrealized @ Report Date +8.9%
PAAS PAN AMERN SILVER CORP 0.0%
Value $64,037 Shares 1,236 Share Price $51.81 Est. Cost/Share $22.37 Unrealized @ Report Date +131.6%
CAT CATERPILLAR INC 0.0%
Value $63,016 Shares 110 Share Price $572.87 Est. Cost/Share $353.98 Unrealized @ Report Date +61.8%
GDLC GRAYSCALE COINDESK CRYPTO 0.0%
Value $61,158 Shares 1,480 Share Price $41.32 Est. Cost/Share $48.50 Unrealized @ Report Date -14.8%
NEM NEWMONT CORP 0.0%
Value $54,318 Shares 544 Share Price $99.85 Est. Cost/Share $44.64 Unrealized @ Report Date +123.7%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $48,367 Shares 1,188 Share Price $40.71 Est. Cost/Share $39.40 Unrealized @ Report Date +3.4%
ABT ABBOTT LABS 0.0%
Value $47,026 Shares 375 Share Price $125.40 Est. Cost/Share $118.64 Unrealized @ Report Date +5.6%
B BARRICK MNG CORP 0.0%
Value $45,510 Shares 1,045 Share Price $43.55 Est. Cost/Share $19.29 Unrealized @ Report Date +125.8%
NFLX NETFLIX INC 0.0%
Value $44,067 Shares 470 Share Price $93.76 Est. Cost/Share $107.65 Unrealized @ Report Date -12.9%
GLNK GRAYSCALE CHAINLINK TR ETF 0.0%
Value $44,023 Shares 4,041 Share Price $10.89 Est. Cost/Share $19.69 Unrealized @ Report Date -44.7%
SIXG ETF SER SOLUTIONS 0.0%
Value $43,408 Shares 680 Share Price $63.84 Est. Cost/Share $46.00 Unrealized @ Report Date +38.8%
FSM FORTUNA MNG CORP 0.0%
Value $39,201 Shares 3,996 Share Price $9.81 Est. Cost/Share $4.77 Unrealized @ Report Date +105.7%
NVDA NVIDIA CORPORATION 0.0%
Value $39,165 Shares 210 Share Price $186.50 Est. Cost/Share $134.85 Unrealized @ Report Date +38.3%
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value $39,017 Shares 332 Share Price $117.52 Est. Cost/Share $61.60 Unrealized @ Report Date +90.8%
SHV ISHARES TR 0.0%
Value $38,553 Shares 350 Share Price $110.15 Est. Cost/Share $110.29 Unrealized @ Report Date -0.1%
PFE PFIZER INC 0.0%
Value $36,155 Shares 1,452 Share Price $24.90 Est. Cost/Share $24.57 Unrealized @ Report Date +1.4%
SFL SFL CORPORATION LTD 0.0%
Value $30,459 Shares 3,900 Share Price $7.81 Est. Cost/Share $10.68 Unrealized @ Report Date -26.9%
PEP PEPSICO INC 0.0%
Value $28,704 Shares 200 Share Price $143.52 Est. Cost/Share $131.03 Unrealized @ Report Date +9.5%
GMED GLOBUS MED INC 0.0%
Value $28,376 Shares 325 Share Price $87.31 Est. Cost/Share $78.87 Unrealized @ Report Date +10.7%
BOTZ GLOBAL X FDS 0.0%
Value $28,118 Shares 776 Share Price $36.23 Est. Cost/Share $32.59 Unrealized @ Report Date +11.2%
VOO VANGUARD INDEX FDS 0.0%
Value $26,967 Shares 43 Share Price $627.14 Est. Cost/Share $541.64 Unrealized @ Report Date +15.8%
HD HOME DEPOT INC 0.0%
Value $25,808 Shares 75 Share Price $344.11 Est. Cost/Share $397.26 Unrealized @ Report Date -13.4%
IAU ISHARES GOLD TR 0.0%
Value $25,487 Shares 314 Share Price $81.17 Est. Cost/Share $50.77 Unrealized @ Report Date +59.9%
DHR DANAHER CORPORATION 0.0%
Value $22,892 Shares 100 Share Price $228.92 Est. Cost/Share $243.95 Unrealized @ Report Date -6.2%
NVS NOVARTIS AG 0.0%
Value $22,749 Shares 165 Share Price $137.87 Est. Cost/Share $112.71 Unrealized @ Report Date +22.3%
O REALTY INCOME CORP 0.0%
Value $22,548 Shares 400 Share Price $56.37 Est. Cost/Share $54.47 Unrealized @ Report Date +3.5%
SILJ AMPLIFY ETF TR 0.0%
Value $22,136 Shares 800 Share Price $27.67 Est. Cost/Share $15.02 Unrealized @ Report Date +84.3%
ROBO EXCHANGE TRADED CONCEPTS TRU 0.0%
Value $21,707 Shares 313 Share Price $69.35 Est. Cost/Share $56.85 Unrealized @ Report Date +21.9%
MA MASTERCARD INCORPORATED 0.0%
Value $21,693 Shares 38 Share Price $570.87 Est. Cost/Share $551.47 Unrealized @ Report Date +3.5%
AGNC AGNC INVT CORP 0.0%
Value $21,440 Shares 2,000 Share Price $10.72 Est. Cost/Share $9.21 Unrealized @ Report Date
ASML ASML HOLDING N V 0.0%
Value $21,397 Shares 20 Share Price $1069.85 Est. Cost/Share $722.57 Unrealized @ Report Date +48.1%
VTI VANGUARD INDEX FDS 0.0%
Value $21,212 Shares 63 Share Price $336.70 Est. Cost/Share $291.13 Unrealized @ Report Date +15.2%
V VISA INC 0.0%
Value $21,043 Shares 60 Share Price $350.72 Est. Cost/Share $346.99 Unrealized @ Report Date +1.1%
DOCU DOCUSIGN INC 0.0%
Value $20,520 Shares 300 Share Price $68.40 Est. Cost/Share $79.85 Unrealized @ Report Date -14.3%
NSC NORFOLK SOUTHN CORP 0.0%
Value $20,210 Shares 70 Share Price $288.71 Est. Cost/Share $233.06 Unrealized @ Report Date +23.9%
FCX FREEPORT-MCMORAN INC 0.0%
Value $20,011 Shares 394 Share Price $50.79 Est. Cost/Share $37.70 Unrealized @ Report Date +34.7%
SLB SLB LIMITED 0.0%
Value $19,705 Shares 513 Share Price $38.41 Est. Cost/Share $40.51 Unrealized @ Report Date -5.3%
ORCL ORACLE CORP 0.0%
Value $19,491 Shares 100 Share Price $194.91 Est. Cost/Share $160.80 Unrealized @ Report Date +21.2%
COM DIREXION SHS ETF TR 0.0%
Value $18,990 Shares 642 Share Price $29.58 Est. Cost/Share $28.76 Unrealized @ Report Date +2.8%
KO COCA COLA CO 0.0%
Value $18,244 Shares 261 Share Price $69.90 Est. Cost/Share $69.28 Unrealized @ Report Date +0.9%
INDIA FD INC 0.0%
Value $17,357 Shares 1,266 Share Price $13.71 Est. Cost/Share $15.75 Unrealized @ Report Date
DKNG DRAFTKINGS INC NEW 0.0%
Value $17,230 Shares 500 Share Price $34.46 Est. Cost/Share $39.68 Unrealized @ Report Date -13.2%
CVX CHEVRON CORP NEW 0.0%
Value $16,765 Shares 110 Share Price $152.41 Est. Cost/Share $137.00 Unrealized @ Report Date +11.2%
LOW LOWES COS INC 0.0%
Value $16,158 Shares 67 Share Price $241.16 Est. Cost/Share $220.63 Unrealized @ Report Date +9.3%
IDRV ISHARES TR 0.0%
Value $16,043 Shares 423 Share Price $37.93 Est. Cost/Share $30.20 Unrealized @ Report Date +25.6%
ARKQ ARK ETF TR 0.0%
Value $15,823 Shares 138 Share Price $114.66 Est. Cost/Share $69.51 Unrealized @ Report Date +65.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value $15,355 Shares 415 Share Price $37.00 Est. Cost/Share $50.88 Unrealized @ Report Date -27.3%
SNSR GLOBAL X FDS 0.0%
Value $15,263 Shares 413 Share Price $36.96 Est. Cost/Share $35.30 Unrealized @ Report Date +4.7%
TRV TRAVELERS COMPANIES INC 0.0%
Value $15,022 Shares 52 Share Price $288.88 Est. Cost/Share $245.18 Unrealized @ Report Date +18.3%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $13,601 Shares 30 Share Price $453.37 Est. Cost/Share $463.53 Unrealized @ Report Date -2.2%
ETHT PROSHARES TR 0.0%
Value $13,529 Shares 360 Share Price $37.58 Est. Cost/Share $33.20 Unrealized @ Report Date +13.2%
GD GENERAL DYNAMICS CORP 0.0%
Value $13,466 Shares 40 Share Price $336.65 Est. Cost/Share $272.45 Unrealized @ Report Date +23.6%
PANW PALO ALTO NETWORKS INC 0.0%
Value $13,447 Shares 73 Share Price $184.21 Est. Cost/Share $185.70 Unrealized @ Report Date -0.8%
ACN ACCENTURE PLC IRELAND 0.0%
Value $13,415 Shares 50 Share Price $268.30 Est. Cost/Share $302.88 Unrealized @ Report Date -11.4%
KRBN KRANESHARES TRUST 0.0%
Value $13,169 Shares 372 Share Price $35.40 Est. Cost/Share $30.84 Unrealized @ Report Date +14.8%
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value $12,925 Shares 45 Share Price $287.22 Est. Cost/Share $326.43 Unrealized @ Report Date -12.0%
MCD MCDONALDS CORP 0.0%
Value $12,836 Shares 42 Share Price $305.62 Est. Cost/Share $303.54 Unrealized @ Report Date +0.7%
KKR KKR & CO INC 0.0%
Value $12,748 Shares 100 Share Price $127.48 Est. Cost/Share $145.82 Unrealized @ Report Date -12.6%
NVO NOVO-NORDISK A S 0.0%
Value $12,720 Shares 250 Share Price $50.88 Est. Cost/Share $108.14 Unrealized @ Report Date -52.9%
KLAC KLA CORP 0.0%
Value $12,151 Shares 10 Share Price $1215.10 Est. Cost/Share $669.07 Unrealized @ Report Date +81.6%
CRM SALESFORCE INC 0.0%
Value $11,921 Shares 45 Share Price $264.91 Est. Cost/Share $266.04 Unrealized @ Report Date -0.4%
BHP BHP GROUP LTD 0.0%
Value $11,470 Shares 190 Share Price $60.37 Est. Cost/Share $48.07 Unrealized @ Report Date +25.6%
BIZD VANECK ETF TRUST 0.0%
Value $11,344 Shares 800 Share Price $14.18 Est. Cost/Share $16.49 Unrealized @ Report Date -14.0%
COST COSTCO WHSL CORP NEW 0.0%
Value $11,210 Shares 13 Share Price $862.31 Est. Cost/Share $948.83 Unrealized @ Report Date -9.1%
PLUG PLUG POWER INC 0.0%
Value $11,077 Shares 5,623 Share Price $1.97 Est. Cost/Share $2.24 Unrealized @ Report Date -12.2%
GFL GFL ENVIRONMENTAL INC 0.0%
Value $10,738 Shares 250 Share Price $42.95 Est. Cost/Share $43.48 Unrealized @ Report Date -1.2%
IRTC IRHYTHM TECHNOLOGIES INC 0.0%
Value $10,646 Shares 60 Share Price $177.43 Est. Cost/Share $158.94 Unrealized @ Report Date +11.6%
ARKF ARK ETF TR 0.0%
Value $10,479 Shares 220 Share Price $47.63 Est. Cost/Share $35.43 Unrealized @ Report Date +34.4%
MELI MERCADOLIBRE INC 0.0%
Value $10,071 Shares 5 Share Price $2014.20 Est. Cost/Share $1947.25 Unrealized @ Report Date +3.4%
ARKW ARK ETF TR 0.0%
Value $10,046 Shares 68 Share Price $147.74 Est. Cost/Share $100.40 Unrealized @ Report Date +47.1%
MO ALTRIA GROUP INC 0.0%
Value $9,860 Shares 171 Share Price $57.66 Est. Cost/Share $48.82 Unrealized @ Report Date +18.1%
SSO PROSHARES TR 0.0%
Value $9,267 Shares 160 Share Price $57.92 Est. Cost/Share $52.15 Unrealized @ Report Date +11.1%
SCHB SCHWAB STRATEGIC TR 0.0%
Value $8,971 Shares 342 Share Price $26.23 Est. Cost/Share $22.84 Unrealized @ Report Date +14.8%
HL HECLA MNG CO 0.0%
Value $8,943 Shares 466 Share Price $19.19 Est. Cost/Share $5.95 Unrealized @ Report Date +222.4%
IVF INVO FERTILITY INC. 0.0%
Value $8,902 Shares 11,828 Share Price $0.75 Est. Cost/Share $3.49 Unrealized @ Report Date -78.4%
SEIC SEI INVTS CO 0.0%
Value $8,202 Shares 100 Share Price $82.02 Est. Cost/Share $77.08 Unrealized @ Report Date +6.4%
DEMZ ADVISORS INNER CIRCLE FD III 0.0%
Value $8,005 Shares 188 Share Price $42.58 Est. Cost/Share $36.46 Unrealized @ Report Date +17.0%
WMT WALMART INC 0.0%
Value $7,205 Shares 65 Share Price $110.85 Est. Cost/Share $85.80 Unrealized @ Report Date +29.8%
RC READY CAPITAL CORP 0.0%
Value $7,089 Shares 3,252 Share Price $2.18 Est. Cost/Share $6.82 Unrealized @ Report Date
FLYW FLYWIRE CORPORATION 0.0%
Value $7,080 Shares 500 Share Price $14.16 Est. Cost/Share $19.54 Unrealized @ Report Date -27.5%
MKL MARKEL GROUP INC 0.0%
Value $6,449 Shares 3 Share Price $2149.67 Est. Cost/Share $1659.34 Unrealized @ Report Date +29.5%
RGLD ROYAL GOLD INC 0.0%
Value $6,446 Shares 29 Share Price $222.28 Est. Cost/Share $144.33 Unrealized @ Report Date +54.0%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value $6,344 Shares 118 Share Price $53.76 Est. Cost/Share $46.34 Unrealized @ Report Date +16.0%
DIS DISNEY WALT CO 0.0%
Value $6,018 Shares 53 Share Price $113.55 Est. Cost/Share $103.52 Unrealized @ Report Date +9.9%
BEEM BEAM GLOBAL 0.0%
Value $6,000 Shares 4,000 Share Price $1.50 Est. Cost/Share $4.11 Unrealized @ Report Date -63.5%
MRNA MODERNA INC 0.0%
Value $5,986 Shares 203 Share Price $29.49 Est. Cost/Share $47.80 Unrealized @ Report Date -38.3%
SLV ISHARES SILVER TR 0.0%
Value $5,886 Shares 2 Share Price $2943.00 * Est. Cost/Share $29.64 Unrealized @ Report Date +117.4%
ARKK ARK ETF TR 0.0%
Value $5,769 Shares 75 Share Price $76.92 Est. Cost/Share $53.58 Unrealized @ Report Date +43.6%
OR OR ROYALTIES INC. 0.0%
Value $5,662 Shares 160 Share Price $35.39 Est. Cost/Share $24.09 Unrealized @ Report Date +46.9%
RNR RENAISSANCERE HLDGS LTD 0.0%
Value $5,342 Shares 19 Share Price $281.16 Est. Cost/Share $260.23 Unrealized @ Report Date +8.0%
AFG AMERICAN FINL GROUP INC OHIO 0.0%
Value $5,194 Shares 38 Share Price $136.68 Est. Cost/Share $125.69 Unrealized @ Report Date +6.8%
BKKT BAKKT HOLDINGS INC 0.0%
Value $5,050 Shares 503 Share Price $10.04 Est. Cost/Share $18.51 Unrealized @ Report Date -45.8%
HCWC HEALTHY CHOICE WELLNESS CORP 0.0%
Value $4,903 Shares 19,533 Share Price $0.25 Est. Cost/Share $0.56 Unrealized @ Report Date -54.9%
WU WESTERN UN CO 0.0%
Value $4,655 Shares 500 Share Price $9.31 Est. Cost/Share $10.60 Unrealized @ Report Date
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value $4,623 Shares 74 Share Price $62.47 Est. Cost/Share $50.41 Unrealized @ Report Date +23.9%
WRB BERKLEY W R CORP 0.0%
Value $4,558 Shares 65 Share Price $70.12 Est. Cost/Share $58.01 Unrealized @ Report Date +20.9%
JNJ JOHNSON & JOHNSON 0.0%
Value $4,541 Shares 22 Share Price $206.41 Est. Cost/Share $149.65 Unrealized @ Report Date +38.3%
JAJL INNOVATOR ETFS TRUST 0.0%
Value $4,533 Shares 156 Share Price $29.06 Est. Cost/Share $26.96 Unrealized @ Report Date +7.8%
VNQ VANGUARD INDEX FDS 0.0%
Value $4,425 Shares 50 Share Price $88.50 Est. Cost/Share $93.51 Unrealized @ Report Date -5.4%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value $4,363 Shares 50 Share Price $87.26 Est. Cost/Share $98.08 Unrealized @ Report Date -11.0%
SUNC SUNOCOCORP LLC 0.0%
Value $4,337 Shares 88 Share Price $49.28 Est. Cost/Share $49.49 Unrealized @ Report Date -2.1%
SBUX STARBUCKS CORP 0.0%
Value $4,211 Shares 50 Share Price $84.22 Est. Cost/Share $93.94 Unrealized @ Report Date -10.4%
SPPP SPROTT ASSET MANAGEMENT LP 0.0%
Value $4,210 Shares 250 Share Price $16.84 Est. Cost/Share $8.89 Unrealized @ Report Date
SVM SILVERCORP METALS INC 0.0%
Value $4,170 Shares 500 Share Price $8.34 Est. Cost/Share $3.94 Unrealized @ Report Date +111.5%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value $4,149 Shares 76 Share Price $54.59 Est. Cost/Share $55.65 Unrealized @ Report Date -1.9%
IRM IRON MTN INC DEL 0.0%
Value $4,148 Shares 50 Share Price $82.96 Est. Cost/Share $112.79 Unrealized @ Report Date -26.5%
SEE SEALED AIR CORP NEW 0.0%
Value $4,143 Shares 100 Share Price $41.43 Est. Cost/Share $34.70 Unrealized @ Report Date +19.4%
BMNR BITMINE IMMERSION TECNOLOGIE 0.0%
Value $3,964 Shares 146 Share Price $27.15 Est. Cost/Share $50.65 Unrealized @ Report Date -46.4%
AMZY TIDAL TRUST II 0.0%
Value $3,783 Shares 285 Share Price $13.27 Est. Cost/Share $13.90 Unrealized @ Report Date -4.5%
VKTX VIKING THERAPEUTICS INC 0.0%
Value $3,764 Shares 107 Share Price $35.18 Est. Cost/Share $57.02 Unrealized @ Report Date -38.3%
INTC INTEL CORP 0.0%
Value $3,712 Shares 101 Share Price $36.75 Est. Cost/Share $22.54 Unrealized @ Report Date +63.7%
TWO TWO HBRS INVT CORP 0.0%
Value $3,675 Shares 350 Share Price $10.50 Est. Cost/Share $11.83 Unrealized @ Report Date
SLVR SPROTT FDS TR 0.0%
Value $3,642 Shares 65 Share Price $56.03 Est. Cost/Share $35.00 Unrealized @ Report Date +59.4%
EMB ISHARES TR 0.0%
Value $3,370 Shares 35 Share Price $96.29 Est. Cost/Share $91.10 Unrealized @ Report Date +5.7%
KBA KRANESHARES TRUST 0.0%
Value $3,090 Shares 100 Share Price $30.90 Est. Cost/Share $24.94 Unrealized @ Report Date +23.9%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value $3,072 Shares 12 Share Price $256.00 Est. Cost/Share $173.43 Unrealized @ Report Date +47.6%
ARKX ARK ETF TR 0.0%
Value $2,898 Shares 100 Share Price $28.98 Est. Cost/Share $18.04 Unrealized @ Report Date +60.7%
CHWY CHEWY INC 0.0%
Value $2,809 Shares 85 Share Price $33.05 Est. Cost/Share $38.56 Unrealized @ Report Date -14.3%
SCHF SCHWAB STRATEGIC TR 0.0%
Value $2,789 Shares 116 Share Price $24.04 Est. Cost/Share $19.52 Unrealized @ Report Date +23.1%
LQD ISHARES TR 0.0%
Value $2,755 Shares 25 Share Price $110.20 Est. Cost/Share $109.07 Unrealized @ Report Date +1.0%
MKTW MARKETWISE INC 0.0%
Value $2,704 Shares 180 Share Price $15.02 Est. Cost/Share $14.57 Unrealized @ Report Date +3.1%
ITB ISHARES TR 0.0%
Value $2,696 Shares 28 Share Price $96.29 Est. Cost/Share $118.62 Unrealized @ Report Date -18.8%
AAOI APPLIED OPTOELECTRONICS INC 0.0%
Value $2,580 Shares 74 Share Price $34.86 Est. Cost/Share $26.91 Unrealized @ Report Date +29.6%
RUM RUMBLE INC 0.0%
Value $2,528 Shares 400 Share Price $6.32 Est. Cost/Share $7.11 Unrealized @ Report Date -11.1%
ARKG ARK ETF TR 0.0%
Value $2,520 Shares 87 Share Price $28.97 Est. Cost/Share $24.61 Unrealized @ Report Date +17.7%
CRH CRH PLC 0.0%
Value $2,496 Shares 20 Share Price $124.80 Est. Cost/Share $97.65 Unrealized @ Report Date +27.8%
ZSEP INNOVATOR ETFS TRUST 0.0%
Value $2,276 Shares 85 Share Price $26.78 Est. Cost/Share $26.21 Unrealized @ Report Date +2.2%
BA BOEING CO 0.0%
Value $2,171 Shares 10 Share Price $217.10 Est. Cost/Share $176.42 Unrealized @ Report Date +23.1%
BEPC BROOKFIELD RENEWABLE CORP 0.0%
Value $1,955 Shares 51 Share Price $38.33 Est. Cost/Share $29.14 Unrealized @ Report Date +31.6%
SXT SENSIENT TECHNOLOGIES CORP 0.0%
Value $1,879 Shares 20 Share Price $93.95 Est. Cost/Share $109.43 Unrealized @ Report Date -14.1%
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value $1,855 Shares 140 Share Price $13.25 Est. Cost/Share $13.49 Unrealized @ Report Date -1.8%
GLDY TIDAL TRUST II 0.0%
Value $1,842 Shares 112 Share Price $16.45 Est. Cost/Share $17.22 Unrealized @ Report Date -4.5%
HYLN HYLIION HOLDINGS CORP 0.0%
Value $1,840 Shares 1,000 Share Price $1.84 Est. Cost/Share $1.46 Unrealized @ Report Date +26.3%
A AGILENT TECHNOLOGIES INC 0.0%
Value $1,769 Shares 13 Share Price $136.08 Est. Cost/Share $135.90 Unrealized @ Report Date +0.1%
FBY TIDAL TRUST II 0.0%
Value $1,760 Shares 140 Share Price $12.57 Est. Cost/Share $13.62 Unrealized @ Report Date -7.4%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value $1,758 Shares 8 Share Price $219.75 Est. Cost/Share $199.65 Unrealized @ Report Date +10.1%
CSAI CLOUDASTRUCTURE INC 0.0%
Value $1,678 Shares 2,084 Share Price $0.81 Est. Cost/Share $10.00 Unrealized @ Report Date -91.9%
XPP PROSHARES TR 0.0%
Value $1,627 Shares 62 Share Price $26.24 Est. Cost/Share $20.03 Unrealized @ Report Date +31.1%
MAS MASCO CORP 0.0%
Value $1,587 Shares 25 Share Price $63.48 Est. Cost/Share $78.41 Unrealized @ Report Date -19.1%
GE GE AEROSPACE 0.0%
Value $1,540 Shares 5 Share Price $308.00 Est. Cost/Share $177.15 Unrealized @ Report Date +73.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value $1,519 Shares 5 Share Price $303.80 Est. Cost/Share $193.53 Unrealized @ Report Date +57.0%
JBLU JETBLUE AWYS CORP 0.0%
Value $1,433 Shares 315 Share Price $4.55 Est. Cost/Share $6.78 Unrealized @ Report Date -32.9%
TFI SPDR SERIES TRUST 0.0%
Value $1,417 Shares 31 Share Price $45.71 Est. Cost/Share $46.12 Unrealized @ Report Date -0.9%
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value $1,366 Shares 12 Share Price $113.83 Est. Cost/Share $108.59 Unrealized @ Report Date +4.8%
ACGL ARCH CAP GROUP LTD 0.0%
Value $1,343 Shares 14 Share Price $95.93 Est. Cost/Share $92.28 Unrealized @ Report Date +3.9%
ANTX AN2 THERAPEUTICS INC 0.0%
Value $1,334 Shares 1,170 Share Price $1.14 Est. Cost/Share $1.21 Unrealized @ Report Date -6.0%
MUX MCEWEN INC. 0.0%
Value $1,222 Shares 66 Share Price $18.52 Est. Cost/Share $9.04 Unrealized @ Report Date +104.8%
BLACKROCK SCIENCE & TECHNOLO 0.0%
Value $1,216 Shares 30 Share Price $40.53 Est. Cost/Share $36.57 Unrealized @ Report Date
GNTX GENTEX CORP 0.0%
Value $1,117 Shares 48 Share Price $23.27 Est. Cost/Share $29.93 Unrealized @ Report Date -22.2%
ITA ISHARES TR 0.0%
Value $1,073 Shares 5 Share Price $214.60 Est. Cost/Share $150.66 Unrealized @ Report Date +42.5%
SWBI SMITH & WESSON BRANDS INC 0.0%
Value $1,046 Shares 106 Share Price $9.87 Est. Cost/Share $12.52 Unrealized @ Report Date -21.2%
FXI ISHARES TR 0.0%
Value $957 Shares 25 Share Price $38.28 Est. Cost/Share $31.53 Unrealized @ Report Date +21.4%
WY WEYERHAEUSER CO MTN BE 0.0%
Value $948 Shares 40 Share Price $23.70 Est. Cost/Share $30.08 Unrealized @ Report Date -21.2%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value $839 Shares 16 Share Price $52.44 Est. Cost/Share $47.22 Unrealized @ Report Date +11.1%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value $827 Shares 37 Share Price $22.35 Est. Cost/Share $18.30 Unrealized @ Report Date
GEV GE VERNOVA INC 0.0%
Value $654 Shares 1 Share Price $654.00 Est. Cost/Share $311.89 Unrealized @ Report Date +109.6%
HRZN HORIZON TECHNOLOGY FIN CORP 0.0%
Value $645 Shares 100 Share Price $6.45 * Est. Cost/Share $7.65 Unrealized @ Report Date -18.5%
VUG VANGUARD INDEX FDS 0.0%
Value $488 Shares 1 Share Price $488.00 * Est. Cost/Share $81.15 Unrealized @ Report Date +0.2%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $440 Shares 3 Share Price $146.67 Est. Cost/Share $94.46 Unrealized @ Report Date +55.2%
IFRA ISHARES TR 0.0%
Value $368 Shares 7 Share Price $52.57 Est. Cost/Share $48.41 Unrealized @ Report Date +8.7%
EXPI EXP WORLD HLDGS INC 0.0%
Value $362 Shares 40 Share Price $9.05 Est. Cost/Share $12.88 Unrealized @ Report Date -29.7%
LCID LUCID GROUP INC 0.0%
Value $317 Shares 30 Share Price $10.57 Est. Cost/Share $22.60 Unrealized @ Report Date -53.2%
F FORD MTR CO 0.0%
Value $289 Shares 22 Share Price $13.14 Est. Cost/Share $9.87 Unrealized @ Report Date +32.9%
GII SPDR INDEX SHS FDS 0.0%
Value $279 Shares 4 Share Price $69.75 Est. Cost/Share $61.42 Unrealized @ Report Date +13.6%
SCHD SCHWAB STRATEGIC TR 0.0%
Value $247 Shares 9 Share Price $27.44 Est. Cost/Share $27.19 Unrealized @ Report Date +0.9%
ZYME ZYMEWORKS INC 0.0%
Value $211 Shares 8 Share Price $26.38 Est. Cost/Share $13.98 Unrealized @ Report Date +88.3%
NIO NIO INC 0.0%
Value $204 Shares 40 Share Price $5.10 Est. Cost/Share $5.09 Unrealized @ Report Date +0.2%
AOUT AMERICAN OUTDOOR BRANDS INC 0.0%
Value $201 Shares 26 Share Price $7.73 Est. Cost/Share $10.78 Unrealized @ Report Date -28.3%
TGT TARGET CORP 0.0%
Value $196 Shares 2 Share Price $98.00 Est. Cost/Share $136.67 Unrealized @ Report Date -28.5%
SAM BOSTON BEER INC 0.0%
Value $195 Shares 1 Share Price $195.00 Est. Cost/Share $301.80 Unrealized @ Report Date -35.3%
IREN IREN LIMITED 0.0%
Value $113 Shares 3 Share Price $37.67 Est. Cost/Share $9.74 Unrealized @ Report Date +287.8%
FG F&G ANNUITIES & LIFE INC 0.0%
Value $93 Shares 3 Share Price $31.00 Est. Cost/Share $31.09 Unrealized @ Report Date -0.8%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value $82 Shares 1 Share Price $82.00 Est. Cost/Share $84.84 Unrealized @ Report Date -3.3%
ESPR ESPERION THERAPEUTICS INC NE 0.0%
Value $74 Shares 20 Share Price $3.70 Est. Cost/Share $2.33 Unrealized @ Report Date +58.6%
ARCT ARCTURUS THERAPEUTICS HLDGS 0.0%
Value $67 Shares 11 Share Price $6.09 Est. Cost/Share $18.83 Unrealized @ Report Date -67.4%
DJT TRUMP MEDIA & TECHNOLOGY GRO 0.0%
Value $66 Shares 5 Share Price $13.20 Est. Cost/Share $31.79 Unrealized @ Report Date -58.4%
NKE NIKE INC 0.0%
Value $64 Shares 1 Share Price $64.00 Est. Cost/Share $76.48 Unrealized @ Report Date -16.7%
SNAP SNAP INC 0.0%
Value $56 Shares 7 Share Price $8.00 Est. Cost/Share $11.27 Unrealized @ Report Date -28.4%
AAPL APPLE INC 0.0%
Value $55 Shares 237 Share Price $0.23 * Est. Cost/Share $234.51 Unrealized @ Report Date +15.9%
DBC INVESCO DB COMMDY INDX TRCK 0.0%
Value $45 Shares 2 Share Price $22.50 Est. Cost/Share $22.32 Unrealized @ Report Date +0.2%
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value $45 Shares 5 Share Price $9.00 Est. Cost/Share $15.61 Unrealized @ Report Date -42.4%
DJTWW TRUMP MEDIA & TECHNOLOGY GRO 0.0%
Value $14 Shares 2 Share Price $7.00 Est. Cost/Share $23.00 Unrealized @ Report Date
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