Kozak & Associates, Inc. Diversified Active

CIK: 0001764970 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 17, 2023

Total Value ($000): $273,224 (100.0% shares, 0.0% debt)

Holdings (381)

SPY SPDR S&P 500 ETF TRUST 14.8%
Value ($000) $40,564 Shares 94,436 Est. Cost $389.85 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 11.7%
Value ($000) $31,995 Shares 87,729 Est. Cost $328.76 Unrealized
IETC ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF 11.5%
Value ($000) $31,316 Shares 575,444 Est. Cost $3.68 Unrealized
RWL INVESCO S&P 500 REVENUE ETF 7.0%
Value ($000) $19,197 Shares 248,221 Est. Cost $72.25 Unrealized
MSFT MICROSOFT CORP COM 6.3%
Value ($000) $17,153 Shares 52,415 Est. Cost $257.29 Unrealized +26.2%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 5.8%
Value ($000) $15,761 Shares 262,600 Est. Cost $0.05 Unrealized
AAPL APPLE INC COM 5.3%
Value ($000) $14,474 Shares 81,549 Est. Cost $147.36 Unrealized +23.0%
IYG ISHARES US FINANCIAL SERVICES ETF 4.5%
Value ($000) $12,195 Shares 79,445 Est. Cost $162.16 Unrealized
NVDA NVIDIA CORPORATION COM 4.0%
Value ($000) $10,935 Shares 23,894 Est. Cost $25.58 Unrealized +75.0%
AMZN AMAZON COM INC COM 2.6%
Value ($000) $6,978 Shares 54,534 Est. Cost $127.84 Unrealized +4.8%
COST COSTCO WHSL CORP NEW COM 2.4%
Value ($000) $6,525 Shares 11,703 Est. Cost $477.40 Unrealized +11.5%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 2.3%
Value ($000) $6,208 Shares 47,748 Est. Cost $108.66 Unrealized
SCHW SCHWAB CHARLES CORP COM 1.9%
Value ($000) $5,146 Shares 99,879 Est. Cost $66.05 Unrealized -11.5%
SMH VANECK SEMICONDUCTOR ETF 1.8%
Value ($000) $4,871 Shares 32,834 Est. Cost $131.86 Unrealized
DE DEERE & CO COM 1.7%
Value ($000) $4,550 Shares 12,020 Est. Cost $377.46 Unrealized +5.4%
TSLA TESLA INC COM 1.2%
Value ($000) $3,307 Shares 12,695 Est. Cost $251.63 Unrealized +2.1%
UNH UNITEDHEALTH GROUP INC COM 0.7%
Value ($000) $1,806 Shares 3,441 Est. Cost $349.46 Unrealized +34.5%
CVX CHEVRON CORP NEW COM 0.6%
Value ($000) $1,647 Shares 10,150 Est. Cost $106.58 Unrealized +36.8%
JPM JPMORGAN CHASE & CO COM 0.5%
Value ($000) $1,340 Shares 9,236 Est. Cost $111.69 Unrealized +27.4%
GOOG ALPHABET INC CAP STK CL C 0.5%
Value ($000) $1,306 Shares 9,412 Est. Cost $110.71 Unrealized +16.6%
HD HOME DEPOT INC COM 0.5%
Value ($000) $1,262 Shares 4,311 Est. Cost $259.56 Unrealized +16.7%
V VISA INC COM CL A 0.4%
Value ($000) $1,201 Shares 5,112 Est. Cost $200.53 Unrealized +17.8%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.4%
Value ($000) $1,141 Shares 16,008 Est. Cost $77.87 Unrealized
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $888 Shares 5,630 Est. Cost $130.32 Unrealized +17.6%
NFLX NETFLIX INC COM 0.3%
Value ($000) $815 Shares 2,137 Est. Cost $53.62 Unrealized -20.9%
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $759 Shares 5,269 Est. Cost $123.48 Unrealized +16.7%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $743 Shares 2,992 Est. Cost $196.58 Unrealized +37.1%
SHEL SHELL PLC SPON ADS 0.3%
Value ($000) $723 Shares 11,203 Est. Cost $51.95 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $669 Shares 4,860 Est. Cost $111.19 Unrealized +15.5%
META META PLATFORMS INC CL A 0.2%
Value ($000) $667 Shares 2,115 Est. Cost $279.81 Unrealized +6.9%
AJG GALLAGHER ARTHUR J & CO COM 0.2%
Value ($000) $652 Shares 2,810 Est. Cost $108.33 Unrealized +102.2%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $634 Shares 2,381 Est. Cost $163.46 Unrealized +60.0%
FDX FEDEX CORP COM 0.2%
Value ($000) $608 Shares 2,357 Est. Cost $251.15 Unrealized -1.7%
WDAY WORKDAY INC CL A 0.2%
Value ($000) $607 Shares 2,843 Est. Cost $213.02 Unrealized +8.9%
CSCO CISCO SYS INC COM 0.2%
Value ($000) $601 Shares 11,252 Est. Cost $37.85 Unrealized +32.9%
ADBE ADOBE INC COM 0.2%
Value ($000) $561 Shares 1,065 Est. Cost $483.52 Unrealized +8.5%
BX BLACKSTONE INC COM 0.2%
Value ($000) $543 Shares 5,166 Est. Cost $53.84 Unrealized +81.0%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $529 Shares 6,378 Est. Cost $144.73 Unrealized -42.3%
KO COCA COLA CO COM 0.2%
Value ($000) $527 Shares 9,922 Est. Cost $45.26 Unrealized +23.1%
CRM SALESFORCE INC COM 0.2%
Value ($000) $520 Shares 2,508 Est. Cost $192.18 Unrealized +11.1%
MAR MARRIOTT INTL INC NEW CL A 0.2%
Value ($000) $492 Shares 2,508 Est. Cost $145.74 Unrealized +33.2%
DISCOVER FINL SVCS COM 0.2%
Value ($000) $482 Shares 5,437 Est. Cost $92.87 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $481 Shares 1,199 Est. Cost $326.21 Unrealized +27.2%
NKE NIKE INC CL B 0.2%
Value ($000) $469 Shares 4,826 Est. Cost $128.07 Unrealized -23.3%
BLACKROCK INC COM 0.2%
Value ($000) $443 Shares 684 Est. Cost $756.94 Unrealized
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $412 Shares 3,847 Est. Cost $39.71 Unrealized +154.4%
MRK MERCK & CO INC COM 0.1%
Value ($000) $407 Shares 3,918 Est. Cost $67.66 Unrealized +47.6%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $404 Shares 3,640 Est. Cost $122.64 Unrealized -10.3%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $403 Shares 2,699 Est. Cost $103.86 Unrealized +53.0%
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $394 Shares 3,536 Est. Cost $62.95 Unrealized +40.8%
FSLR FIRST SOLAR INC COM 0.1%
Value ($000) $394 Shares 2,650 Est. Cost $86.71 Unrealized +115.2%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $390 Shares 1,249 Est. Cost $216.09 Unrealized +45.9%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.1%
Value ($000) $382 Shares 4,385 Est. Cost $85.49 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.1%
Value ($000) $374 Shares 1,018 Est. Cost $372.77 Unrealized +2.5%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $349 Shares 6,080 Est. Cost $59.31 Unrealized -7.0%
ULTA ULTA BEAUTY INC COM 0.1%
Value ($000) $339 Shares 871 Est. Cost $374.26 Unrealized +16.8%
DRI DARDEN RESTAURANTS INC COM 0.1%
Value ($000) $327 Shares 2,385 Est. Cost $94.07 Unrealized +56.4%
CSX CSX CORP COM 0.1%
Value ($000) $326 Shares 10,556 Est. Cost $29.07 Unrealized +5.2%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $324 Shares 4,636 Est. Cost $78.08 Unrealized -17.3%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $315 Shares 1,704 Est. Cost $168.21 Unrealized +3.4%
MEG MONTROSE ENVIRONMENTAL GROUP I COM 0.1%
Value ($000) $303 Shares 11,000 Est. Cost $52.31 Unrealized -27.3%
OLED UNIVERSAL DISPLAY CORP COM 0.1%
Value ($000) $298 Shares 1,877 Est. Cost $204.14 Unrealized -27.5%
LOW LOWES COS INC COM 0.1%
Value ($000) $298 Shares 1,493 Est. Cost $196.71 Unrealized +9.3%
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $290 Shares 5,410 Est. Cost $51.77 Unrealized +17.0%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $276 Shares 826 Est. Cost $311.64 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $275 Shares 795 Est. Cost $285.41 Unrealized +24.3%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $260 Shares 5,180 Est. Cost $66.44 Unrealized -3.0%
AVGO BROADCOM INC COM 0.1%
Value ($000) $258 Shares 306 Est. Cost $48.68 Unrealized +72.5%
EA ELECTRONIC ARTS INC COM 0.1%
Value ($000) $258 Shares 2,098 Est. Cost $125.41 Unrealized -0.9%
ABBV ABBVIE INC COM 0.1%
Value ($000) $252 Shares 1,699 Est. Cost $97.28 Unrealized +39.1%
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $246 Shares 3,068 Est. Cost $80.52 Unrealized -0.3%
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 0.1%
Value ($000) $246 Shares 13,187 Est. Cost $18.08 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $230 Shares 1,230 Est. Cost $196.91 Unrealized +11.1%
ELV ELEVANCE HEALTH INC COM 0.1%
Value ($000) $228 Shares 507 Est. Cost $362.34 Unrealized +20.5%
TGT TARGET CORP COM 0.1%
Value ($000) $227 Shares 2,166 Est. Cost $169.68 Unrealized -31.4%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.1%
Value ($000) $227 Shares 3,031 Est. Cost $74.75 Unrealized
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $226 Shares 8,669 Est. Cost $23.78 Unrealized +17.0%
YUM YUM BRANDS INC COM 0.1%
Value ($000) $216 Shares 1,806 Est. Cost $95.35 Unrealized +31.7%
NOW SERVICENOW INC COM 0.1%
Value ($000) $210 Shares 374 Est. Cost $100.63 Unrealized +13.4%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $202 Shares 1,149 Est. Cost $194.15 Unrealized -8.9%
QLD PROSHARES ULTRA QQQ 0.1%
Value ($000) $197 Shares 3,214 Est. Cost $108.15 Unrealized
VLO VALERO ENERGY CORP COM 0.1%
Value ($000) $197 Shares 1,557 Est. Cost $57.55 Unrealized +112.2%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $178 Shares 1,251 Est. Cost $113.56 Unrealized +16.0%
ARW ARROW ELECTRS INC COM 0.1%
Value ($000) $173 Shares 1,441 Est. Cost $115.60 Unrealized +15.3%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.1%
Value ($000) $171 Shares 4,222 Est. Cost $69.24 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value ($000) $167 Shares 3,204 Est. Cost $44.24 Unrealized +18.5%
ABT ABBOTT LABS COM 0.1%
Value ($000) $163 Shares 1,685 Est. Cost $100.58 Unrealized -0.1%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $151 Shares 83 Est. Cost $36.05 Unrealized +8.1%
CLX CLOROX CO DEL COM 0.1%
Value ($000) $150 Shares 1,203 Est. Cost $175.68 Unrealized -20.4%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $136 Shares 3,122 Est. Cost $43.56 Unrealized -4.7%
ORCL ORACLE CORP COM 0.0%
Value ($000) $134 Shares 1,215 Est. Cost $84.61 Unrealized +33.3%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $123 Shares 3,647 Est. Cost $28.09 Unrealized +9.9%
ADSK AUTODESK INC COM 0.0%
Value ($000) $121 Shares 575 Est. Cost $306.09 Unrealized -31.4%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $113 Shares 4,207 Est. Cost $24.19 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $113 Shares 2,160 Est. Cost $60.65 Unrealized -2.4%
RTX RTX CORPORATION COM 0.0%
Value ($000) $108 Shares 1,545 Est. Cost $77.51 Unrealized +4.8%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $107 Shares 327 Est. Cost $245.17 Unrealized +34.8%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $103 Shares 1,653 Est. Cost $61.70 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $102 Shares 2,330 Est. Cost $203.59 Unrealized -69.6%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $102 Shares 1,508 Est. Cost $59.84 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $101 Shares 1,087 Est. Cost $104.65 Unrealized -11.6%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $100 Shares 1,464 Est. Cost $81.28 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $99 Shares 317 Est. Cost $305.51 Unrealized -0.4%
PEP PEPSICO INC COM 0.0%
Value ($000) $96 Shares 599 Est. Cost $140.75 Unrealized +18.8%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $95 Shares 224 Est. Cost $389.47 Unrealized +8.3%
ILCG ISHARES MORNINGSTAR GROWTH ETF 0.0%
Value ($000) $93 Shares 1,525 Est. Cost $72.32 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $86 Shares 1,112 Est. Cost $49.44 Unrealized +42.6%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $84 Shares 2,882 Est. Cost $30.38 Unrealized -0.3%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $82 Shares 499 Est. Cost $207.74 Unrealized -15.8%
F FORD MTR CO DEL COM 0.0%
Value ($000) $82 Shares 6,808 Est. Cost $10.64 Unrealized +4.3%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $82 Shares 886 Est. Cost $102.49 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $80 Shares 1,171 Est. Cost $71.08 Unrealized +2.0%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $80 Shares 379 Est. Cost $149.24 Unrealized +40.5%
LAM RESEARCH CORP COM 0.0%
Value ($000) $80 Shares 127 Est. Cost $553.76 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $76 Shares 875 Est. Cost $87.19 Unrealized -4.2%
AMGN AMGEN INC COM 0.0%
Value ($000) $76 Shares 283 Est. Cost $200.25 Unrealized +15.8%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $69 Shares 359 Est. Cost $141.63 Unrealized +30.3%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $68 Shares 251 Est. Cost $390.57 Unrealized -23.4%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $65 Shares 317 Est. Cost $35.98 Unrealized +15.5%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $63 Shares 823 Est. Cost $112.15 Unrealized -30.6%
RY ROYAL BK CDA COM 0.0%
Value ($000) $62 Shares 737 Est. Cost $101.90 Unrealized -8.7%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $61 Shares 672 Est. Cost $73.54 Unrealized +10.2%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.0%
Value ($000) $59 Shares 1,109 Est. Cost $52.87 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $58 Shares 916 Est. Cost $72.59 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $57 Shares 364 Est. Cost $167.50 Unrealized -5.1%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $57 Shares 559 Est. Cost $173.96 Unrealized -42.4%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $57 Shares 1,540 Est. Cost $35.73 Unrealized +18.4%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $57 Shares 1,353 Est. Cost $34.18 Unrealized +6.6%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $56 Shares 254 Est. Cost $319.40 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $55 Shares 903 Est. Cost $53.03 Unrealized +9.4%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $54 Shares 317 Est. Cost $173.50 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $54 Shares 5,258 Est. Cost $14.75 Unrealized -33.9%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $53 Shares 507 Est. Cost $122.00 Unrealized
BUNGE LIMITED COM 0.0%
Value ($000) $52 Shares 508 Est. Cost $96.08 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $51 Shares 1,386 Est. Cost $41.92 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $51 Shares 317 Est. Cost $247.95 Unrealized -32.4%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $50 Shares 290 Est. Cost $237.93 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $47 Shares 1,475 Est. Cost $29.69 Unrealized +2.3%
CMI CUMMINS INC COM 0.0%
Value ($000) $47 Shares 206 Est. Cost $211.48 Unrealized +8.1%
BALL BALL CORP COM 0.0%
Value ($000) $45 Shares 983 Est. Cost $83.70 Unrealized -37.0%
ROST ROSS STORES INC COM 0.0%
Value ($000) $45 Shares 398 Est. Cost $113.94 Unrealized -1.9%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $45 Shares 159 Est. Cost $246.97 Unrealized +11.3%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $45 Shares 454 Est. Cost $158.08 Unrealized -37.9%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $44 Shares 600 Est. Cost $54.03 Unrealized +38.1%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $43 Shares 163 Est. Cost $257.95 Unrealized +8.6%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $42 Shares 565 Est. Cost $112.23 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $42 Shares 1,309 Est. Cost $30.70 Unrealized -0.6%
RPM RPM INTL INC COM 0.0%
Value ($000) $40 Shares 408 Est. Cost $84.21 Unrealized +15.8%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $40 Shares 361 Est. Cost $112.02 Unrealized -0.8%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $40 Shares 1,470 Est. Cost $46.31 Unrealized -33.3%
IEUS ISHARES MSCI EUROPE SMALL-CAP ETF 0.0%
Value ($000) $39 Shares 805 Est. Cost $71.47 Unrealized
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $38 Shares 1,116 Est. Cost $34.19 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $37 Shares 2,778 Est. Cost $12.49 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $37 Shares 670 Est. Cost $26.00 Unrealized +109.3%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $37 Shares 170 Est. Cost $262.61 Unrealized -16.2%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $37 Shares 903 Est. Cost $50.28 Unrealized -19.5%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $37 Shares 254 Est. Cost $111.42 Unrealized +29.7%
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.0%
Value ($000) $37 Shares 1,277 Est. Cost $28.64 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $36 Shares 1,006 Est. Cost $48.35 Unrealized -29.2%
T AT&T INC COM 0.0%
Value ($000) $35 Shares 2,430 Est. Cost $15.50 Unrealized -16.4%
PCAR PACCAR INC COM 0.0%
Value ($000) $35 Shares 399 Est. Cost $52.37 Unrealized +46.5%
HTGC HERCULES CAPITAL INC COM 0.0%
Value ($000) $33 Shares 2,084 Est. Cost $15.71 Unrealized +4.2%
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.0%
Value ($000) $33 Shares 132 Est. Cost $278.59 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $32 Shares 466 Est. Cost $82.97 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $31 Shares 621 Est. Cost $47.07 Unrealized -1.6%
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $31 Shares 1,757 Est. Cost $19.07 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $31 Shares 131 Est. Cost $202.75 Unrealized +22.9%
CQP CHENIERE ENERGY PARTNERS LP COM UNIT 0.0%
Value ($000) $31 Shares 593 Est. Cost $47.42 Unrealized
PECO PHILLIPS EDISON & CO INC COMMON STOCK 0.0%
Value ($000) $31 Shares 924 Est. Cost $33.55 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $31 Shares 986 Est. Cost $39.76 Unrealized
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $30 Shares 1,213 Est. Cost $25.10 Unrealized
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $29 Shares 1,480 Est. Cost $11.93 Unrealized +16.4%
BEP BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT 0.0%
Value ($000) $28 Shares 1,300 Est. Cost $38.46 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $27 Shares 263 Est. Cost $101.80 Unrealized +1.4%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $27 Shares 215 Est. Cost $215.36 Unrealized -34.4%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $26 Shares 852 Est. Cost $41.88 Unrealized -30.8%
PFE PFIZER INC COM 0.0%
Value ($000) $25 Shares 769 Est. Cost $36.84 Unrealized -17.0%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $25 Shares 64 Est. Cost $358.17 Unrealized +10.6%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $25 Shares 95 Est. Cost $228.19 Unrealized +13.2%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $25 Shares 183 Est. Cost $147.46 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $25 Shares 159 Est. Cost $51.41 Unrealized +0.8%
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $24 Shares 723 Est. Cost $42.06 Unrealized -17.1%
MMM 3M CO COM 0.0%
Value ($000) $24 Shares 275 Est. Cost $131.98 Unrealized -39.7%
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value ($000) $22 Shares 2,577 Est. Cost $14.66 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $22 Shares 189 Est. Cost $79.31 Unrealized +36.0%
KR KROGER CO COM 0.0%
Value ($000) $22 Shares 499 Est. Cost $38.24 Unrealized +16.7%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $22 Shares 106 Est. Cost $181.93 Unrealized +7.6%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $22 Shares 339 Est. Cost $55.43 Unrealized +21.2%
TRMD TORM PLC SHS CL A 0.0%
Value ($000) $22 Shares 800 Est. Cost $17.75 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $21 Shares 177 Est. Cost $158.98 Unrealized -27.6%
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $21 Shares 99 Est. Cost $308.42 Unrealized -23.1%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $21 Shares 2,325 Est. Cost $8.08 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $21 Shares 615 Est. Cost $37.92 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $21 Shares 97 Est. Cost $243.42 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $20 Shares 671 Est. Cost $35.22 Unrealized -12.8%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $20 Shares 218 Est. Cost $90.07 Unrealized
APA APA CORPORATION COM 0.0%
Value ($000) $19 Shares 493 Est. Cost $36.12 Unrealized +3.9%
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $18 Shares 311 Est. Cost $59.19 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $18 Shares 198 Est. Cost $83.51 Unrealized +0.9%
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $18 Shares 4,253 Est. Cost $6.58 Unrealized
SAM BOSTON BEER INC CL A 0.0%
Value ($000) $18 Shares 49 Est. Cost $343.94 Unrealized +1.9%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $18 Shares 524 Est. Cost $46.14 Unrealized -29.1%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $16 Shares 394 Est. Cost $46.26 Unrealized +9.3%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $16 Shares 334 Est. Cost $51.23 Unrealized
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $16 Shares 100 Est. Cost $202.32 Unrealized -5.5%
UNP UNION PAC CORP COM 0.0%
Value ($000) $15 Shares 75 Est. Cost $198.23 Unrealized +4.0%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $15 Shares 140 Est. Cost $92.75 Unrealized +17.0%
NORDSTROM INC COM 0.0%
Value ($000) $15 Shares 1,054 Est. Cost $32.39 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $14 Shares 147 Est. Cost $89.51 Unrealized +1.8%
BRSP BRIGHTSPIRE CAPITAL INC COM CL A 0.0%
Value ($000) $14 Shares 2,326 Est. Cost $9.46 Unrealized
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $13 Shares 98 Est. Cost $95.66 Unrealized +10.4%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $13 Shares 703 Est. Cost $61.66 Unrealized -62.1%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $13 Shares 62 Est. Cost $293.44 Unrealized
NEM NEWMONT CORP COM 0.0%
Value ($000) $13 Shares 344 Est. Cost $51.29 Unrealized -25.2%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $13 Shares 225 Est. Cost $134.20 Unrealized -51.6%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $13 Shares 352 Est. Cost $38.40 Unrealized +1.6%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $13 Shares 203 Est. Cost $50.64 Unrealized +31.1%
LLY ELI LILLY & CO COM 0.0%
Value ($000) $13 Shares 22 Est. Cost $420.83 Unrealized +20.4%
SYY SYSCO CORP COM 0.0%
Value ($000) $13 Shares 200 Est. Cost $75.73 Unrealized -11.5%
O REALTY INCOME CORP COM 0.0%
Value ($000) $12 Shares 245 Est. Cost $53.81 Unrealized -6.8%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $12 Shares 329 Est. Cost $31.13 Unrealized
PKST PEAKSTONE REALTY TRUST COMMON SHARES 0.0%
Value ($000) $12 Shares 773 Est. Cost $15.56 Unrealized
TNET TRINET GROUP INC COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $83.49 Unrealized +23.1%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $12 Shares 60 Est. Cost $377.84 Unrealized -41.1%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $12 Shares 401 Est. Cost $38.43 Unrealized -17.7%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $12 Shares 378 Est. Cost $51.62 Unrealized -32.9%
BIIB BIOGEN INC COM 0.0%
Value ($000) $12 Shares 44 Est. Cost $259.08 Unrealized +3.2%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $11 Shares 125 Est. Cost $61.73 Unrealized
ILF ISHARES LATIN AMERICA 40 ETF 0.0%
Value ($000) $11 Shares 433 Est. Cost $23.71 Unrealized
H HYATT HOTELS CORP COM CL A 0.0%
Value ($000) $10 Shares 97 Est. Cost $77.51 Unrealized +45.4%
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $10 Shares 305 Est. Cost $27.42 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.0%
Value ($000) $10 Shares 290 Est. Cost $34.51 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $10 Shares 50 Est. Cost $191.52 Unrealized +3.4%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $10 Shares 170 Est. Cost $57.68 Unrealized
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $10 Shares 143 Est. Cost $83.33 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $10 Shares 16 Est. Cost $597.38 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $9 Shares 103 Est. Cost $79.49 Unrealized +23.8%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $9 Shares 162 Est. Cost $38.63 Unrealized +45.8%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $9 Shares 160 Est. Cost $72.90 Unrealized -14.5%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $9 Shares 101 Est. Cost $93.53 Unrealized -2.1%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $9 Shares 23 Est. Cost $82.02 Unrealized
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $9 Shares 128 Est. Cost $59.14 Unrealized +33.5%
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.0%
Value ($000) $9 Shares 110 Est. Cost $93.46 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $9 Shares 216 Est. Cost $41.21 Unrealized -1.3%
HSY HERSHEY CO COM 0.0%
Value ($000) $9 Shares 44 Est. Cost $161.65 Unrealized +29.1%
FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND 0.0%
Value ($000) $9 Shares 108 Est. Cost $103.77 Unrealized
BBWI BATH & BODY WORKS INC COM 0.0%
Value ($000) $8 Shares 263 Est. Cost $57.14 Unrealized -40.8%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $8 Shares 76 Est. Cost $114.10 Unrealized -1.0%
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 0.0%
Value ($000) $8 Shares 92 Est. Cost $110.70 Unrealized
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $8 Shares 200 Est. Cost $55.80 Unrealized -9.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $8 Shares 94 Est. Cost $169.23 Unrealized
MFA MFA FINL INC COM 0.0%
Value ($000) $8 Shares 912 Est. Cost $9.90 Unrealized
CODI COMPASS DIVERSIFIED SH BEN INT 0.0%
Value ($000) $8 Shares 433 Est. Cost $18.32 Unrealized +5.2%
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.0%
Value ($000) $8 Shares 167 Est. Cost $47.46 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $8 Shares 67 Est. Cost $103.20 Unrealized +8.7%
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $8 Shares 106 Est. Cost $74.20 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $8 Shares 84 Est. Cost $105.25 Unrealized -2.1%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $8 Shares 77 Est. Cost $100.78 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $8 Shares 110 Est. Cost $90.09 Unrealized
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $8 Shares 92 Est. Cost $82.95 Unrealized
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $8 Shares 165 Est. Cost $45.70 Unrealized
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 0.0%
Value ($000) $7 Shares 1,360 Est. Cost $4.91 Unrealized
EQUITY COMWLTH 6.5 CNV PFD D 0.0%
Value ($000) $7 Shares 300 Est. Cost $26.67 Unrealized
ADNT ADIENT PLC ORD SHS 0.0%
Value ($000) $7 Shares 203 Est. Cost $41.75 Unrealized -4.5%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $7 Shares 101 Est. Cost $69.31 Unrealized
SCHQ SCHWAB LONG-TERM U.S. TREASURY ETF 0.0%
Value ($000) $7 Shares 230 Est. Cost $30.37 Unrealized
EZU ISHARES MSCI EUROZONE ETF 0.0%
Value ($000) $7 Shares 165 Est. Cost $42.08 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $6 Shares 150 Est. Cost $56.49 Unrealized -22.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $6 Shares 109 Est. Cost $54.83 Unrealized -0.9%
PROSHARES SHORT S&P500 0.0%
Value ($000) $6 Shares 421 Est. Cost $14.73 Unrealized
PIONEER NAT RES CO COM 0.0%
Value ($000) $6 Shares 25 Est. Cost $204.24 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $6 Shares 351 Est. Cost $12.67 Unrealized +27.0%
INTU INTUIT COM 0.0%
Value ($000) $6 Shares 11 Est. Cost $498.82 Unrealized 0.0%
FPX FIRST TRUST US EQUITY OPPORTUNITIES ETF 0.0%
Value ($000) $6 Shares 67 Est. Cost $135.57 Unrealized
ALTERYX INC COM CL A 0.0%
Value ($000) $5 Shares 147 Est. Cost $62.20 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $5 Shares 86 Est. Cost $53.78 Unrealized +20.1%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $5 Shares 103 Est. Cost $60.06 Unrealized
PKW INVESCO BUYBACK ACHIEVERS ETF 0.0%
Value ($000) $5 Shares 59 Est. Cost $104.35 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $5 Shares 498 Est. Cost $17.47 Unrealized -28.5%
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $5 Shares 130 Est. Cost $39.32 Unrealized
CION CION INVT CORP COM 0.0%
Value ($000) $5 Shares 484 Est. Cost $5.96 Unrealized +25.6%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $5 Shares 20 Est. Cost $226.99 Unrealized +18.2%
MARATHON OIL CORP COM 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 0.0%
Value ($000) $5 Shares 90 Est. Cost $66.67 Unrealized
SAN BANCO SANTANDER S.A. ADR 0.0%
Value ($000) $5 Shares 1,268 Est. Cost $3.79 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $5 Shares 75 Est. Cost $63.99 Unrealized
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $5 Shares 84 Est. Cost $56.95 Unrealized
KELLANOVA COM 0.0%
Value ($000) $5 Shares 94 Est. Cost $51.77 Unrealized +6.0%
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.0%
Value ($000) $5 Shares 589 Est. Cost $8.00 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $5 Shares 13 Est. Cost $195.24 Unrealized +79.1%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $5 Shares 30 Est. Cost $162.43 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $5 Shares 29 Est. Cost $160.62 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $5 Shares 64 Est. Cost $92.31 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $45.68 Unrealized 0.0%
ARQ ADVANCED EMISSIONS SOLUTIONS I COM 0.0%
Value ($000) $4 Shares 2,423 Est. Cost $6.88 Unrealized -71.6%
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $4 Shares 55 Est. Cost $77.98 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $4 Shares 48 Est. Cost $89.29 Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value ($000) $4 Shares 87 Est. Cost $47.75 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $4 Shares 83 Est. Cost $49.59 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $4 Shares 112 Est. Cost $36.65 Unrealized
ING ING GROEP N.V. SPONSORED ADR 0.0%
Value ($000) $4 Shares 300 Est. Cost $13.52 Unrealized
LIVENT CORP COM 0.0%
Value ($000) $4 Shares 230 Est. Cost $30.43 Unrealized
ECOR ELECTROCORE INC COM NEW 0.0%
Value ($000) $4 Shares 666 Est. Cost $4.48 Unrealized +13.4%
IAI ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF 0.0%
Value ($000) $4 Shares 40 Est. Cost $91.13 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $4 Shares 69 Est. Cost $52.80 Unrealized
PNQI INVESCO NASDAQ INTERNET ETF 0.0%
Value ($000) $4 Shares 115 Est. Cost $30.96 Unrealized
FNDX SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF 0.0%
Value ($000) $3 Shares 63 Est. Cost $63.49 Unrealized
PICK ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF 0.0%
Value ($000) $3 Shares 88 Est. Cost $38.81 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $3 Shares 205 Est. Cost $48.04 Unrealized -60.4%
XRT SPDR S&P RETAIL ETF 0.0%
Value ($000) $3 Shares 52 Est. Cost $58.83 Unrealized
IYT ISHARES US TRANSPORTATION ETF 0.0%
Value ($000) $3 Shares 13 Est. Cost $231.85 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $3 Shares 6 Est. Cost $528.90 Unrealized 0.0%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $3 Shares 65 Est. Cost $51.72 Unrealized 0.0%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $3 Shares 20 Est. Cost $150.00 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $130.28 Unrealized +7.8%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $70.15 Unrealized -5.5%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $3 Shares 78 Est. Cost $33.34 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $3 Shares 39 Est. Cost $66.67 Unrealized
INVZ INNOVIZ TECHNOLOGIES LTD SHS 0.0%
Value ($000) $3 Shares 1,499 Est. Cost $5.02 Unrealized -46.5%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $230.07 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $3 Shares 35 Est. Cost $80.36 Unrealized 0.0%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $3 Shares 53 Est. Cost $48.04 Unrealized
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $2 Shares 1,200 Est. Cost $1.95 Unrealized 0.0%
SNN SMITH & NEPHEW PLC SPDN ADR NEW 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.00 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $2 Shares 8 Est. Cost $312.30 Unrealized 0.0%
SAIC SCIENCE APPLICATIONS INTL CORP COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $86.45 Unrealized +33.2%
FNDA SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF 0.0%
Value ($000) $2 Shares 48 Est. Cost $62.50 Unrealized
SAP SAP SE SPON ADR 0.0%
Value ($000) $2 Shares 17 Est. Cost $130.94 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.00 Unrealized
EUFN ISHARES MSCI EUROPE FINANCIALS ETF 0.0%
Value ($000) $2 Shares 109 Est. Cost $18.94 Unrealized
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $285.71 Unrealized
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $90.39 Unrealized 0.0%
UDR UDR INC COM 0.0%
Value ($000) $2 Shares 55 Est. Cost $44.84 Unrealized -19.4%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $2 Shares 121 Est. Cost $13.39 Unrealized +13.9%
INVESCO VALUE MUN INCOME TR COM 0.0%
Value ($000) $2 Shares 190 Est. Cost $16.78 Unrealized
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $2 Shares 11 Est. Cost $173.18 Unrealized
FLGT FULGENT GENETICS INC COM 0.0%
Value ($000) $2 Shares 65 Est. Cost $90.89 Unrealized -62.4%
FCPT FOUR CORNERS PPTY TR INC COM 0.0%
Value ($000) $2 Shares 79 Est. Cost $25.32 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $2 Shares 11 Est. Cost $162.54 Unrealized -6.7%
CWEN/A CLEARWAY ENERGY INC CL A 0.0%
Value ($000) $2 Shares 85 Est. Cost $25.10 Unrealized -18.3%
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $2 Shares 28 Est. Cost $59.39 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $2 Shares 98 Est. Cost $25.79 Unrealized -28.1%
RKT ROCKET COS INC COM CL A 0.0%
Value ($000) $2 Shares 200 Est. Cost $9.57 Unrealized 0.0%
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $2 Shares 112 Est. Cost $25.42 Unrealized -33.4%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $2 Shares 100 Est. Cost $21.59 Unrealized -31.3%
ONON ON HLDG AG NAMEN AKT A 0.0%
Value ($000) $2 Shares 60 Est. Cost $28.47 Unrealized +11.2%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $114.88 Unrealized +16.5%
TILRAY BRANDS INC COM 0.0%
Value ($000) $1 Shares 671 Est. Cost $2.06 Unrealized
NYC AMERICAN STRATEGIC INVEST CO COM CL A 0.0%
Value ($000) $1 Shares 154 Est. Cost $10.25 Unrealized -29.5%
TEMPLETON EMERGING MKTS FD COM 0.0%
Value ($000) $1 Shares 121 Est. Cost $18.12 Unrealized
AMLIF AMERICAN LITHIUM CORP COM NEW 0.0%
Value ($000) $1 Shares 990 Est. Cost $2.10 Unrealized -22.4%
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.0%
Value ($000) $1 Shares 15 Est. Cost $105.90 Unrealized -16.4%
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $1 Shares 250 Est. Cost $84.16 Unrealized -91.5%
RH RH COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $573.44 Unrealized -39.4%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $28.36 Unrealized +5.4%
VSCO VICTORIAS SECRET AND CO COMMON STOCK 0.0%
Value ($000) $1 Shares 84 Est. Cost $60.70 Unrealized -68.8%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $1 Shares 140 Est. Cost $8.46 Unrealized
GPRO GOPRO INC CL A 0.0%
Value ($000) $1 Shares 408 Est. Cost $10.11 Unrealized -62.5%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $1 Shares 26 Est. Cost $125.59 Unrealized -58.9%
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS 0.0%
Value ($000) $1 Shares 130 Est. Cost $7.69 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $1 Shares 22 Est. Cost $65.33 Unrealized -25.1%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $1 Shares 45 Est. Cost $119.52 Unrealized -80.5%
PROSHARES ULTRA VIX SHORT-TERM FUTURES ETF 0.0%
Value ($000) $1 Shares 50 Est. Cost $18.36 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $41.24 Unrealized +25.0%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $77.44 Unrealized 0.0%
WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR 0.0%
Value ($000) $1 Shares 30 Est. Cost $21.93 Unrealized
WRAP WRAP TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 399 Est. Cost $6.97 Unrealized -75.9%
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $3.72 Unrealized 0.0%
INVITAE CORP COM 0.0%
Value ($000) $0 Shares 645 Est. Cost $21.71 Unrealized
VIVOS THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 1,205 Est. Cost $4.15 Unrealized
CANOPY GROWTH CORP COM 0.0%
Value ($000) $0 Shares 400 Est. Cost $0.70 Unrealized
ENFY CHINA GREEN AGRICULTURE INC COM NEW 0.0%
Value ($000) $0 Shares 121 Est. Cost $7.99 Unrealized -69.2%
TSPH TUSIMPLE HLDGS INC CL A 0.0%
Value ($000) $0 Shares 181 Est. Cost $11.05 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 142 Est. Cost $11.31 Unrealized -85.0%
NUVEI CORPORATION SUB VTG SHS 0.0%
Value ($000) $0 Shares 10 Est. Cost $15.70 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $29.54 Unrealized 0.0%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $147.43 Unrealized -31.8%
PSFE PAYSAFE LIMITED SHS 0.0%
Value ($000) $0 Shares 9 Est. Cost $12.17 Unrealized 0.0%
AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 125 Est. Cost $0.57 Unrealized
CASIF CASI PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost $2.37 Unrealized 0.0%
CENNTRO ELECTRIC GROUP LIMITED ORD SHS 0.0%
Value ($000) $0 Shares 33 Est. Cost Unrealized