Kozak & Associates, Inc. Diversified Active

CIK: 0001764970 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 5, 2024

Total Value ($000): $405,063 (100.0% shares, 0.0% debt)

Holdings (384)

IETC ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF 12.6%
Value ($000) $51,139 Shares 665,660 Est. Cost $12.44 Unrealized
SPY SPDR S&P 500 ETF TRUST 11.1%
Value ($000) $45,111 Shares 81,803 Est. Cost $389.85 Unrealized
RWL INVESCO S&P 500 REVENUE ETF 10.6%
Value ($000) $42,766 Shares 461,043 Est. Cost $80.09 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 9.8%
Value ($000) $39,611 Shares 80,667 Est. Cost $330.04 Unrealized
NVDA NVIDIA CORPORATION COM 6.8%
Value ($000) $27,500 Shares 214,376 Est. Cost $92.88 Unrealized +8.8%
MSFT MICROSOFT CORP COM 6.4%
Value ($000) $26,038 Shares 56,510 Est. Cost $266.10 Unrealized +56.8%
AAPL APPLE INC COM 5.7%
Value ($000) $23,251 Shares 104,949 Est. Cost $155.22 Unrealized +19.3%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 4.5%
Value ($000) $18,366 Shares 223,679 Est. Cost $0.05 Unrealized
IYG ISHARES US FINANCIAL SERVICES ETF 4.1%
Value ($000) $16,803 Shares 254,585 Est. Cost $94.41 Unrealized
COST COSTCO WHSL CORP NEW COM 4.1%
Value ($000) $16,558 Shares 19,194 Est. Cost $554.32 Unrealized +39.6%
AMZN AMAZON COM INC COM 3.8%
Value ($000) $15,489 Shares 78,392 Est. Cost $138.19 Unrealized +32.9%
SMH VANECK SEMICONDUCTOR ETF 3.3%
Value ($000) $13,330 Shares 49,441 Est. Cost $153.40 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 3.0%
Value ($000) $12,212 Shares 85,217 Est. Cost $123.22 Unrealized
SCHW SCHWAB CHARLES CORP COM 2.3%
Value ($000) $9,221 Shares 124,385 Est. Cost $64.11 Unrealized +12.8%
DE DEERE & CO COM 2.1%
Value ($000) $8,457 Shares 23,310 Est. Cost $374.12 Unrealized +1.7%
JPM JPMORGAN CHASE & CO. COM 0.4%
Value ($000) $1,550 Shares 7,426 Est. Cost $111.69 Unrealized +69.4%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.3%
Value ($000) $1,377 Shares 15,665 Est. Cost $77.87 Unrealized
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $1,347 Shares 8,593 Est. Cost $107.01 Unrealized +38.7%
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $1,289 Shares 6,881 Est. Cost $112.57 Unrealized +50.0%
NFLX NETFLIX INC COM 0.3%
Value ($000) $1,053 Shares 1,543 Est. Cost $53.62 Unrealized +16.5%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $1,012 Shares 2,067 Est. Cost $349.46 Unrealized +35.4%
META META PLATFORMS INC CL A 0.2%
Value ($000) $963 Shares 1,888 Est. Cost $280.25 Unrealized +72.5%
V VISA INC COM CL A 0.2%
Value ($000) $954 Shares 3,545 Est. Cost $200.53 Unrealized +35.1%
NOW SERVICENOW INC COM 0.2%
Value ($000) $736 Shares 937 Est. Cost $128.95 Unrealized +13.8%
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $724 Shares 4,419 Est. Cost $123.48 Unrealized +27.3%
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $662 Shares 3,564 Est. Cost $111.19 Unrealized +50.5%
CRM SALESFORCE INC COM 0.2%
Value ($000) $656 Shares 2,515 Est. Cost $192.18 Unrealized +37.7%
BX BLACKSTONE INC COM 0.2%
Value ($000) $652 Shares 5,282 Est. Cost $54.76 Unrealized +115.2%
HD HOME DEPOT INC COM 0.2%
Value ($000) $644 Shares 1,929 Est. Cost $261.56 Unrealized +25.2%
ADBE ADOBE INC COM 0.2%
Value ($000) $637 Shares 1,118 Est. Cost $487.94 Unrealized -0.8%
AVGO BROADCOM INC COM 0.2%
Value ($000) $627 Shares 363 Est. Cost $58.46 Unrealized +135.5%
FSLR FIRST SOLAR INC COM 0.2%
Value ($000) $612 Shares 2,650 Est. Cost $86.71 Unrealized +151.4%
WDAY WORKDAY INC CL A 0.1%
Value ($000) $581 Shares 2,577 Est. Cost $213.02 Unrealized +13.0%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $576 Shares 2,305 Est. Cost $196.58 Unrealized +29.7%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $569 Shares 1,221 Est. Cost $327.54 Unrealized +34.8%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $551 Shares 1,667 Est. Cost $181.59 Unrealized +86.5%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $545 Shares 2,672 Est. Cost $122.64 Unrealized +48.7%
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $540 Shares 3,314 Est. Cost $62.95 Unrealized +150.9%
AJG GALLAGHER ARTHUR J & CO COM 0.1%
Value ($000) $532 Shares 2,025 Est. Cost $108.33 Unrealized +125.7%
BLACKROCK INC COM 0.1%
Value ($000) $487 Shares 617 Est. Cost $756.94 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $449 Shares 1,869 Est. Cost $145.74 Unrealized +62.0%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $446 Shares 1,890 Est. Cost $103.86 Unrealized +118.9%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $443 Shares 3,863 Est. Cost $41.18 Unrealized +167.3%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.1%
Value ($000) $420 Shares 4,398 Est. Cost $90.24 Unrealized
OLED UNIVERSAL DISPLAY CORP COM 0.1%
Value ($000) $411 Shares 1,885 Est. Cost $204.14 Unrealized -15.5%
MEG MONTROSE ENVIRONMENTAL GROUP I COM 0.1%
Value ($000) $401 Shares 10,000 Est. Cost $52.31 Unrealized -14.0%
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $399 Shares 2,742 Est. Cost $130.32 Unrealized +8.5%
KO COCA COLA CO COM 0.1%
Value ($000) $386 Shares 6,089 Est. Cost $45.26 Unrealized +30.1%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $382 Shares 6,200 Est. Cost $61.70 Unrealized +0.7%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $372 Shares 5,173 Est. Cost $66.44 Unrealized +1.8%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $372 Shares 7,891 Est. Cost $37.85 Unrealized +19.7%
LAM RESEARCH CORP COM 0.1%
Value ($000) $368 Shares 339 Est. Cost $769.96 Unrealized
MRK MERCK & CO INC COM 0.1%
Value ($000) $365 Shares 2,898 Est. Cost $67.66 Unrealized +79.9%
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $361 Shares 5,410 Est. Cost $51.77 Unrealized +28.1%
DRI DARDEN RESTAURANTS INC COM 0.1%
Value ($000) $355 Shares 2,444 Est. Cost $95.09 Unrealized +52.3%
CSX CSX CORP COM 0.1%
Value ($000) $353 Shares 10,532 Est. Cost $29.07 Unrealized +13.9%
DISCOVER FINL SVCS COM 0.1%
Value ($000) $346 Shares 2,618 Est. Cost $92.87 Unrealized
FDX FEDEX CORP COM 0.1%
Value ($000) $344 Shares 1,172 Est. Cost $251.15 Unrealized +0.2%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $343 Shares 872 Est. Cost $320.87 Unrealized
ULTA ULTA BEAUTY INC COM 0.1%
Value ($000) $338 Shares 868 Est. Cost $375.87 Unrealized +8.1%
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $336 Shares 8,219 Est. Cost $23.78 Unrealized +54.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $325 Shares 800 Est. Cost $285.41 Unrealized +43.2%
LULU LULULEMON ATHLETICA INC COM 0.1%
Value ($000) $306 Shares 1,018 Est. Cost $372.77 Unrealized -10.3%
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $285 Shares 3,909 Est. Cost $52.15 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $269 Shares 1,265 Est. Cost $168.21 Unrealized +9.3%
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 0.1%
Value ($000) $267 Shares 13,718 Est. Cost $18.15 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $259 Shares 554 Est. Cost $216.09 Unrealized +96.1%
VLO VALERO ENERGY CORP COM 0.1%
Value ($000) $252 Shares 1,591 Est. Cost $57.55 Unrealized +166.7%
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value ($000) $244 Shares 3,204 Est. Cost $44.24 Unrealized +65.4%
ABBV ABBVIE INC COM 0.1%
Value ($000) $241 Shares 1,471 Est. Cost $97.28 Unrealized +61.5%
LOW LOWES COS INC COM 0.1%
Value ($000) $230 Shares 1,079 Est. Cost $196.71 Unrealized +12.5%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $224 Shares 4,250 Est. Cost $59.23 Unrealized -13.3%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $203 Shares 1,154 Est. Cost $194.15 Unrealized -15.9%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $201 Shares 4,246 Est. Cost $69.24 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value ($000) $200 Shares 2,033 Est. Cost $144.73 Unrealized -27.1%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $191 Shares 1,380 Est. Cost $125.41 Unrealized +4.2%
ORCL ORACLE CORP COM 0.0%
Value ($000) $177 Shares 1,229 Est. Cost $84.61 Unrealized +44.5%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $177 Shares 334 Est. Cost $368.69 Unrealized +39.3%
ARW ARROW ELECTRS INC COM 0.0%
Value ($000) $172 Shares 1,441 Est. Cost $115.60 Unrealized +10.6%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $166 Shares 944 Est. Cost $113.56 Unrealized +46.0%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $163 Shares 1,234 Est. Cost $175.10 Unrealized -25.0%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $159 Shares 3,704 Est. Cost $28.19 Unrealized +33.7%
RTX RTX CORPORATION COM 0.0%
Value ($000) $158 Shares 1,567 Est. Cost $77.51 Unrealized +29.2%
TSLA TESLA INC COM 0.0%
Value ($000) $154 Shares 623 Est. Cost $251.63 Unrealized -30.5%
XYZ BLOCK INC CL A 0.0%
Value ($000) $150 Shares 2,330 Est. Cost $203.59 Unrealized -65.6%
GEV GE VERNOVA INC COM 0.0%
Value ($000) $142 Shares 824 Est. Cost $133.68 Unrealized +18.3%
ADSK AUTODESK INC COM 0.0%
Value ($000) $142 Shares 575 Est. Cost $306.09 Unrealized -26.6%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $125 Shares 2,628 Est. Cost $41.11 Unrealized +18.8%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $120 Shares 1,509 Est. Cost $81.16 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $120 Shares 3,150 Est. Cost $43.48 Unrealized -14.6%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $118 Shares 1,531 Est. Cost $60.10 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $113 Shares 504 Est. Cost $207.74 Unrealized +0.7%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $113 Shares 261 Est. Cost $245.17 Unrealized +70.7%
ABT ABBOTT LABS COM 0.0%
Value ($000) $107 Shares 1,042 Est. Cost $100.58 Unrealized +2.4%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $105 Shares 330 Est. Cost $149.24 Unrealized +112.6%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $99 Shares 227 Est. Cost $389.47 Unrealized +14.0%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $97 Shares 175 Est. Cost $477.42 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $90 Shares 903 Est. Cost $87.24 Unrealized +8.0%
AFL AFLAC INC COM 0.0%
Value ($000) $89 Shares 1,002 Est. Cost $49.44 Unrealized +68.0%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $89 Shares 233 Est. Cost $320.83 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $89 Shares 417 Est. Cost $148.70 Unrealized +34.6%
F FORD MTR CO DEL COM 0.0%
Value ($000) $88 Shares 6,874 Est. Cost $10.65 Unrealized +4.6%
NKE NIKE INC CL B 0.0%
Value ($000) $84 Shares 1,117 Est. Cost $128.07 Unrealized -30.0%
AMGN AMGEN INC COM 0.0%
Value ($000) $80 Shares 258 Est. Cost $200.25 Unrealized +39.5%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $75 Shares 2,617 Est. Cost $30.36 Unrealized -5.1%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $75 Shares 286 Est. Cost $35.98 Unrealized +45.4%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $72 Shares 1,077 Est. Cost $60.65 Unrealized +8.5%
RY ROYAL BK CDA COM 0.0%
Value ($000) $71 Shares 649 Est. Cost $101.90 Unrealized +0.9%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $70 Shares 230 Est. Cost $305.51 Unrealized -2.0%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $70 Shares 701 Est. Cost $80.56 Unrealized +12.7%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $69 Shares 933 Est. Cost $72.59 Unrealized
T AT&T INC COM 0.0%
Value ($000) $67 Shares 3,569 Est. Cost $15.56 Unrealized +3.9%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $67 Shares 480 Est. Cost $102.49 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $67 Shares 1,449 Est. Cost $34.24 Unrealized +14.2%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.0%
Value ($000) $64 Shares 899 Est. Cost $52.87 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $64 Shares 322 Est. Cost $167.50 Unrealized +5.2%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $61 Shares 1,083 Est. Cost $78.08 Unrealized -25.1%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $59 Shares 293 Est. Cost $237.93 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $59 Shares 567 Est. Cost $112.23 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $58 Shares 357 Est. Cost $140.75 Unrealized +15.3%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $56 Shares 876 Est. Cost $50.28 Unrealized +16.8%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $56 Shares 731 Est. Cost $71.08 Unrealized +14.5%
HTGC HERCULES CAPITAL INC COM 0.0%
Value ($000) $56 Shares 2,641 Est. Cost $16.13 Unrealized +19.3%
BA BOEING CO COM 0.0%
Value ($000) $55 Shares 301 Est. Cost $196.91 Unrealized -9.5%
CMI CUMMINS INC COM 0.0%
Value ($000) $54 Shares 198 Est. Cost $211.48 Unrealized +30.6%
ILCG ISHARES MORNINGSTAR GROWTH ETF 0.0%
Value ($000) $53 Shares 640 Est. Cost $72.32 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $51 Shares 263 Est. Cost $247.95 Unrealized -28.9%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $48 Shares 2,959 Est. Cost $12.66 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $45 Shares 1,581 Est. Cost $45.14 Unrealized -40.5%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $45 Shares 490 Est. Cost $91.64 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $44 Shares 468 Est. Cost $82.97 Unrealized
PCAR PACCAR INC COM 0.0%
Value ($000) $44 Shares 435 Est. Cost $56.27 Unrealized +84.2%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $44 Shares 298 Est. Cost $105.26 Unrealized +28.7%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $43 Shares 267 Est. Cost $148.08 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $41 Shares 162 Est. Cost $246.79 Unrealized -1.8%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $38 Shares 502 Est. Cost $104.65 Unrealized -25.4%
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $38 Shares 2,008 Est. Cost $19.15 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $37 Shares 1,156 Est. Cost $30.72 Unrealized +5.9%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $36 Shares 252 Est. Cost $390.57 Unrealized -56.6%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $36 Shares 1,054 Est. Cost $39.36 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $35 Shares 519 Est. Cost $62.08 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $35 Shares 259 Est. Cost $111.42 Unrealized +27.1%
WMT WALMART INC COM 0.0%
Value ($000) $34 Shares 505 Est. Cost $54.58 Unrealized +13.5%
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $34 Shares 786 Est. Cost $42.00 Unrealized +0.5%
DOW DOW INC COM 0.0%
Value ($000) $34 Shares 645 Est. Cost $47.11 Unrealized +8.7%
CQP CHENIERE ENERGY PARTNERS LP COM UNIT 0.0%
Value ($000) $31 Shares 626 Est. Cost $47.51 Unrealized
PECO PHILLIPS EDISON & CO INC COMMON STOCK 0.0%
Value ($000) $31 Shares 943 Est. Cost $33.54 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $30 Shares 185 Est. Cost $112.71 Unrealized +42.7%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $30 Shares 1,042 Est. Cost $24.58 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $30 Shares 2,115 Est. Cost $14.73 Unrealized -9.0%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $30 Shares 229 Est. Cost $95.35 Unrealized +39.8%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $29 Shares 64 Est. Cost $358.17 Unrealized +26.1%
MMM 3M CO COM 0.0%
Value ($000) $29 Shares 281 Est. Cost $131.22 Unrealized -28.2%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $29 Shares 300 Est. Cost $73.72 Unrealized +17.8%
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $27 Shares 1,339 Est. Cost $12.12 Unrealized +26.0%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $27 Shares 233 Est. Cost $173.09 Unrealized -38.8%
MET METLIFE INC COM 0.0%
Value ($000) $27 Shares 384 Est. Cost $53.47 Unrealized +27.4%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $27 Shares 98 Est. Cost $243.34 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $26 Shares 101 Est. Cost $313.20 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $26 Shares 508 Est. Cost $38.24 Unrealized +36.1%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $26 Shares 631 Est. Cost $41.92 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $26 Shares 66 Est. Cost $209.43 Unrealized +58.8%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $25 Shares 634 Est. Cost $37.89 Unrealized
BALL BALL CORP COM 0.0%
Value ($000) $24 Shares 406 Est. Cost $83.70 Unrealized -21.9%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $24 Shares 406 Est. Cost $99.85 Unrealized -36.4%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $24 Shares 1,620 Est. Cost $34.92 Unrealized -70.1%
SPGP INVESCO S&P 500 GARP ETF 0.0%
Value ($000) $23 Shares 224 Est. Cost $104.15 Unrealized
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $23 Shares 226 Est. Cost $210.12 Unrealized -53.6%
SSO PROSHARES ULTRA S&P 500 0.0%
Value ($000) $22 Shares 263 Est. Cost $78.18 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $21 Shares 171 Est. Cost $122.00 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $20 Shares 172 Est. Cost $83.96 Unrealized +27.2%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $20 Shares 549 Est. Cost $33.91 Unrealized
IEUS ISHARES MSCI EUROPE SMALL-CAP ETF 0.0%
Value ($000) $20 Shares 350 Est. Cost $71.14 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $20 Shares 482 Est. Cost $41.88 Unrealized -12.9%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $19 Shares 394 Est. Cost $46.26 Unrealized +8.8%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $19 Shares 79 Est. Cost $249.10 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $19 Shares 223 Est. Cost $83.88 Unrealized
TRP TC ENERGY CORP COM 0.0%
Value ($000) $19 Shares 488 Est. Cost $46.14 Unrealized -23.2%
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value ($000) $19 Shares 2,503 Est. Cost $14.43 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $18 Shares 101 Est. Cost $122.32 Unrealized
RDVI FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF 0.0%
Value ($000) $18 Shares 776 Est. Cost $24.01 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $18 Shares 154 Est. Cost $80.41 Unrealized +43.5%
PFE PFIZER INC COM 0.0%
Value ($000) $17 Shares 619 Est. Cost $36.49 Unrealized -32.1%
INTC INTEL CORP COM 0.0%
Value ($000) $17 Shares 539 Est. Cost $48.35 Unrealized -32.8%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $16 Shares 149 Est. Cost $89.51 Unrealized +20.1%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $16 Shares 103 Est. Cost $79.49 Unrealized +77.8%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $16 Shares 62 Est. Cost $290.67 Unrealized
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $15 Shares 4,343 Est. Cost $6.58 Unrealized
NEM NEWMONT CORP COM 0.0%
Value ($000) $15 Shares 352 Est. Cost $51.12 Unrealized -22.5%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $15 Shares 275 Est. Cost $51.23 Unrealized
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $15 Shares 165 Est. Cost $38.98 Unrealized +96.7%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $15 Shares 102 Est. Cost $93.53 Unrealized +46.9%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $15 Shares 255 Est. Cost $60.27 Unrealized
APA APA CORPORATION COM 0.0%
Value ($000) $15 Shares 505 Est. Cost $36.12 Unrealized -20.2%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $15 Shares 308 Est. Cost $26.00 Unrealized +76.8%
H HYATT HOTELS CORP COM CL A 0.0%
Value ($000) $15 Shares 97 Est. Cost $77.51 Unrealized +92.3%
BRSP BRIGHTSPIRE CAPITAL INC COM CL A 0.0%
Value ($000) $14 Shares 2,467 Est. Cost $9.30 Unrealized
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $14 Shares 128 Est. Cost $59.14 Unrealized +104.7%
PEXL PACER US EXPORT LEADERS ETF 0.0%
Value ($000) $14 Shares 289 Est. Cost $49.54 Unrealized
SAM BOSTON BEER INC CL A 0.0%
Value ($000) $14 Shares 48 Est. Cost $343.94 Unrealized -16.7%
SYY SYSCO CORP COM 0.0%
Value ($000) $14 Shares 203 Est. Cost $75.71 Unrealized -6.0%
OKLO OKLO INC COM CL A 0.0%
Value ($000) $14 Shares 1,700 Est. Cost $10.95 Unrealized +2.7%
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $14 Shares 419 Est. Cost $34.64 Unrealized
LLY ELI LILLY & CO COM 0.0%
Value ($000) $14 Shares 15 Est. Cost $438.43 Unrealized +80.4%
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $14 Shares 100 Est. Cost $96.06 Unrealized +20.3%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $14 Shares 50 Est. Cost $191.52 Unrealized +30.6%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $13 Shares 220 Est. Cost $41.21 Unrealized +38.0%
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.0%
Value ($000) $13 Shares 257 Est. Cost $98.24 Unrealized
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $13 Shares 376 Est. Cost $28.04 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $13 Shares 195 Est. Cost $64.86 Unrealized
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $12 Shares 144 Est. Cost $83.33 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $12 Shares 23 Est. Cost $398.28 Unrealized
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $12 Shares 243 Est. Cost $38.43 Unrealized +9.6%
DUSA DAVIS SELECT U.S. EQUITY ETF 0.0%
Value ($000) $11 Shares 276 Est. Cost $40.23 Unrealized
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $11 Shares 200 Est. Cost $55.80 Unrealized -18.8%
NORDSTROM INC COM 0.0%
Value ($000) $11 Shares 498 Est. Cost $32.28 Unrealized
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.0%
Value ($000) $11 Shares 111 Est. Cost $93.46 Unrealized
MFA MFA FINL INC COM 0.0%
Value ($000) $11 Shares 1,009 Est. Cost $10.02 Unrealized
STLA STELLANTIS N.V SHS 0.0%
Value ($000) $10 Shares 528 Est. Cost $22.83 Unrealized
ZIM ZIM INTEGRATED SHIPPING SERV SHS 0.0%
Value ($000) $10 Shares 455 Est. Cost $12.14 Unrealized +33.3%
COR CENCORA INC COM 0.0%
Value ($000) $10 Shares 46 Est. Cost $226.42 Unrealized +1.0%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $10 Shares 143 Est. Cost $53.53 Unrealized +29.8%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $10 Shares 201 Est. Cost $38.40 Unrealized +28.5%
BBWI BATH & BODY WORKS INC COM 0.0%
Value ($000) $10 Shares 267 Est. Cost $57.14 Unrealized -24.1%
UNP UNION PAC CORP COM 0.0%
Value ($000) $10 Shares 45 Est. Cost $202.39 Unrealized +11.4%
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 0.0%
Value ($000) $10 Shares 93 Est. Cost $110.66 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $10 Shares 484 Est. Cost $13.43 Unrealized +31.2%
FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND 0.0%
Value ($000) $10 Shares 109 Est. Cost $103.77 Unrealized
CODI COMPASS DIVERSIFIED SH BEN INT 0.0%
Value ($000) $10 Shares 449 Est. Cost $18.38 Unrealized +16.3%
TRMD TORM PLC SHS CL A 0.0%
Value ($000) $10 Shares 250 Est. Cost $17.75 Unrealized +60.7%
GBTC GRAYSCALE BITCOIN TRUST 0.0%
Value ($000) $10 Shares 182 Est. Cost $58.02 Unrealized
SKYX SKYX PLATFORMS CORP COM 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $1.44 Unrealized -32.1%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $9 Shares 115 Est. Cost $79.88 Unrealized
LUCID GROUP INC COM 0.0%
Value ($000) $9 Shares 3,100 Est. Cost $2.88 Unrealized
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 0.0%
Value ($000) $9 Shares 1,428 Est. Cost $4.97 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $9 Shares 260 Est. Cost $36.44 Unrealized -3.1%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $9 Shares 112 Est. Cost $90.09 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $9 Shares 50 Est. Cost $172.22 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $8 Shares 45 Est. Cost $162.15 Unrealized +13.4%
GLW CORNING INC COM 0.0%
Value ($000) $8 Shares 213 Est. Cost $35.22 Unrealized -4.4%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $8 Shares 69 Est. Cost $103.50 Unrealized +12.4%
INTU INTUIT COM 0.0%
Value ($000) $8 Shares 12 Est. Cost $567.91 Unrealized +8.2%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $8 Shares 102 Est. Cost $69.31 Unrealized
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $8 Shares 806 Est. Cost $8.26 Unrealized
EQUITY COMWLTH 6.5 CNV PFD D 0.0%
Value ($000) $8 Shares 310 Est. Cost $26.61 Unrealized
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value ($000) $8 Shares 79 Est. Cost $80.40 Unrealized +15.0%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $8 Shares 153 Est. Cost $50.92 Unrealized
UNM UNUM GROUP COM 0.0%
Value ($000) $7 Shares 136 Est. Cost $48.76 Unrealized +6.1%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $7 Shares 103 Est. Cost $60.06 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $7 Shares 90 Est. Cost $68.78 Unrealized
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $7 Shares 20 Est. Cost $226.99 Unrealized +41.3%
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value ($000) $7 Shares 21 Est. Cost $225.66 Unrealized +17.3%
CION CION INVT CORP COM 0.0%
Value ($000) $6 Shares 514 Est. Cost $6.12 Unrealized +49.8%
FPX FIRST TRUST US EQUITY OPPORTUNITIES ETF 0.0%
Value ($000) $6 Shares 63 Est. Cost $135.57 Unrealized
SBS COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR 0.0%
Value ($000) $6 Shares 427 Est. Cost $15.53 Unrealized
PKW INVESCO BUYBACK ACHIEVERS ETF 0.0%
Value ($000) $6 Shares 59 Est. Cost $104.35 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $6 Shares 13 Est. Cost $195.24 Unrealized +122.3%
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.0%
Value ($000) $6 Shares 144 Est. Cost $41.63 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $6 Shares 107 Est. Cost $54.53 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $6 Shares 42 Est. Cost $71.72 Unrealized +74.6%
MARATHON OIL CORP COM 0.0%
Value ($000) $6 Shares 202 Est. Cost $25.00 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $6 Shares 31 Est. Cost $163.03 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $6 Shares 88 Est. Cost $53.93 Unrealized +19.5%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $6 Shares 64 Est. Cost $92.31 Unrealized
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $184.81 Unrealized -8.1%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $5 Shares 300 Est. Cost $14.52 Unrealized +6.5%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $5 Shares 200 Est. Cost $21.31 Unrealized +5.7%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $5 Shares 5 Est. Cost $945.64 Unrealized +1.9%
PROSHARES SHORT S&P500 0.0%
Value ($000) $5 Shares 442 Est. Cost $14.60 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $5 Shares 36 Est. Cost $106.14 Unrealized +29.2%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $5 Shares 55 Est. Cost $88.87 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $5 Shares 20 Est. Cost $130.28 Unrealized +62.3%
PPA INVESCO AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $5 Shares 45 Est. Cost $103.33 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $5 Shares 131 Est. Cost $27.31 Unrealized +8.8%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $5 Shares 113 Est. Cost $54.60 Unrealized -24.9%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $4 Shares 88 Est. Cost $56.07 Unrealized -16.0%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $4 Shares 92 Est. Cost $51.47 Unrealized -13.8%
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 0.0%
Value ($000) $4 Shares 64 Est. Cost $63.54 Unrealized
PHM PULTE GROUP INC COM 0.0%
Value ($000) $4 Shares 40 Est. Cost $105.76 Unrealized +6.0%
ECOR ELECTROCORE INC COM NEW 0.0%
Value ($000) $4 Shares 666 Est. Cost $4.48 Unrealized +41.8%
TFII TFI INTL INC COM 0.0%
Value ($000) $4 Shares 28 Est. Cost $143.03 Unrealized -1.3%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $4 Shares 355 Est. Cost $16.54 Unrealized
SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 0.0%
Value ($000) $4 Shares 90 Est. Cost $66.67 Unrealized
VAC MARRIOTT VACATIONS WORLDWIDE C COM 0.0%
Value ($000) $4 Shares 43 Est. Cost $94.86 Unrealized 0.0%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $4 Shares 84 Est. Cost $33.76 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $4 Shares 21 Est. Cost $160.29 Unrealized -2.8%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $4 Shares 69 Est. Cost $74.85 Unrealized -18.9%
SNA SNAP ON INC COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $269.89 Unrealized -2.6%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $262.61 Unrealized -4.7%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $3 Shares 4 Est. Cost $657.62 Unrealized +8.3%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $3 Shares 20 Est. Cost $150.00 Unrealized
LSTR LANDSTAR SYS INC COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $185.39 Unrealized
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $273.57 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $259.08 Unrealized -16.1%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $3 Shares 405 Est. Cost $17.47 Unrealized -54.1%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $3 Shares 39 Est. Cost $68.06 Unrealized +2.4%
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $3 Shares 1,200 Est. Cost $1.95 Unrealized +31.9%
RKT ROCKET COS INC COM CL A 0.0%
Value ($000) $3 Shares 200 Est. Cost $9.57 Unrealized +33.7%
O REALTY INCOME CORP COM 0.0%
Value ($000) $3 Shares 52 Est. Cost $48.82 Unrealized -0.4%
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 0.0%
Value ($000) $3 Shares 48 Est. Cost $62.50 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $234.26 Unrealized +1.0%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $54.12 Unrealized +6.6%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.0%
Value ($000) $3 Shares 180 Est. Cost $14.19 Unrealized
SHG SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD 0.0%
Value ($000) $3 Shares 69 Est. Cost $35.67 Unrealized
SAIC SCIENCE APPLICATIONS INTL CORP COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $86.45 Unrealized +46.5%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $3 Shares 127 Est. Cost $13.51 Unrealized +31.3%
SNN SMITH & NEPHEW PLC SPDN ADR NEW 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
SNX TD SYNNEX CORPORATION COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $101.05 Unrealized +18.1%
INVESCO VALUE MUN INCOME TR COM 0.0%
Value ($000) $2 Shares 198 Est. Cost $16.58 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $2 Shares 46 Est. Cost $43.96 Unrealized +15.4%
FLJP FRANKLIN FTSE JAPAN ETF 0.0%
Value ($000) $2 Shares 82 Est. Cost $29.15 Unrealized
UDR UDR INC COM 0.0%
Value ($000) $2 Shares 57 Est. Cost $44.42 Unrealized -18.7%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $2 Shares 86 Est. Cost $21.59 Unrealized +11.0%
BG BUNGE GLOBAL SA COM SHS 0.0%
Value ($000) $2 Shares 20 Est. Cost $98.11 Unrealized +1.5%
ONON ON HLDG AG NAMEN AKT A 0.0%
Value ($000) $2 Shares 60 Est. Cost $28.47 Unrealized +28.3%
FTV FORTIVE CORP COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $60.21 Unrealized -4.3%
FHN FIRST HORIZON CORPORATION COM 0.0%
Value ($000) $2 Shares 140 Est. Cost $13.47 Unrealized +6.4%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $2 Shares 103 Est. Cost $20.99 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $177.23 Unrealized -4.7%
CWEN/A CLEARWAY ENERGY INC CL A 0.0%
Value ($000) $2 Shares 90 Est. Cost $24.81 Unrealized -15.1%
FCPT FOUR CORNERS PPTY TR INC COM 0.0%
Value ($000) $2 Shares 81 Est. Cost $25.31 Unrealized
ARCADIUM LITHIUM PLC COM SHS 0.0%
Value ($000) $2 Shares 553 Est. Cost $4.75 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $114.88 Unrealized +42.4%
DT DYNATRACE INC COM NEW 0.0%
Value ($000) $2 Shares 39 Est. Cost $52.08 Unrealized -11.5%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $257.95 Unrealized +29.2%
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $2 Shares 74 Est. Cost $22.84 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $2 Shares 23 Est. Cost $72.30 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $2 Shares 128 Est. Cost $48.04 Unrealized -72.7%
GLDM SPDR GOLD MINISHARES TRUST 0.0%
Value ($000) $2 Shares 35 Est. Cost $46.74 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $169.68 Unrealized -12.8%
TEMPLETON EMERGING MKTS FD COM 0.0%
Value ($000) $2 Shares 128 Est. Cost $17.74 Unrealized
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.0%
Value ($000) $2 Shares 16 Est. Cost $105.10 Unrealized -10.9%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $2 Shares 11 Est. Cost $162.54 Unrealized -20.0%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $1 Shares 26 Est. Cost $125.59 Unrealized -53.9%
INVZ INNOVIZ TECHNOLOGIES LTD SHS 0.0%
Value ($000) $1 Shares 1,499 Est. Cost $5.02 Unrealized -77.7%
VSCO VICTORIAS SECRET AND CO COMMON STOCK 0.0%
Value ($000) $1 Shares 84 Est. Cost $60.70 Unrealized -68.6%
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $94.21 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $28.55 Unrealized +10.5%
FLGT FULGENT GENETICS INC COM 0.0%
Value ($000) $1 Shares 65 Est. Cost $90.89 Unrealized -77.0%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $97.41 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $1 Shares 22 Est. Cost $65.33 Unrealized -15.4%
IVLU ISHARES MSCI INTL VALUE FACTOR ETF 0.0%
Value ($000) $1 Shares 43 Est. Cost $28.98 Unrealized
RH RH COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $573.44 Unrealized -54.2%
TILRAY BRANDS INC COM 0.0%
Value ($000) $1 Shares 671 Est. Cost $2.06 Unrealized
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $1 Shares 250 Est. Cost $84.16 Unrealized -95.7%
CTVA CORTEVA INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $41.24 Unrealized +31.1%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $135.18 Unrealized +2.3%
FIVA FIDELITY INTERNATIONAL VALUE FACTOR ETF 0.0%
Value ($000) $1 Shares 29 Est. Cost $26.46 Unrealized
WRAP WRAP TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 399 Est. Cost $6.97 Unrealized -75.1%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $1 Shares 33 Est. Cost $25.79 Unrealized -27.6%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $77.44 Unrealized -24.3%
FBND FIDELITY TOTAL BOND ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $45.58 Unrealized
AMLIF AMERICAN LITHIUM CORP COM NEW 0.0%
Value ($000) $1 Shares 990 Est. Cost $2.10 Unrealized -69.4%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $0 Shares 45 Est. Cost $119.52 Unrealized -89.8%
COPX GLOBAL X COPPER MINERS ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost $47.25 Unrealized
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 200 Est. Cost $3.72 Unrealized -40.1%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $0 Shares 9 Est. Cost $34.50 Unrealized +20.3%
NUVEI CORPORATION SUB VTG SHS 0.0%
Value ($000) $0 Shares 10 Est. Cost $15.70 Unrealized
CGC CANOPY GROWTH CORP COM NEW 0.0%
Value ($000) $0 Shares 40 Est. Cost $5.96 Unrealized +44.4%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $120.82 Unrealized
ENFY CHINA GREEN AGRICULTURE INC COM NEW 0.0%
Value ($000) $0 Shares 121 Est. Cost $7.99 Unrealized -65.4%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $103.60 Unrealized
SOUN SOUNDHOUND AI INC CLASS A COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $3.96 Unrealized +17.0%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $0 Shares 2 Est. Cost $61.73 Unrealized
PSFE PAYSAFE LIMITED SHS 0.0%
Value ($000) $0 Shares 9 Est. Cost $12.17 Unrealized +36.8%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $112.15 Unrealized -30.4%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 2 Est. Cost $75.50 Unrealized
LFVN LIFEVANTAGE CORP COM NEW 0.0%
Value ($000) $0 Shares 25 Est. Cost $6.32 Unrealized +7.4%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 142 Est. Cost $11.31 Unrealized -88.8%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $21.81 Unrealized -13.9%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $125.21 Unrealized +6.2%
DXCM DEXCOM INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $125.70 Unrealized +0.6%
JETS U.S. GLOBAL JETS ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost $19.71 Unrealized
VVOS VIVOS THERAPEUTICS INC COM NEW 0.0%
Value ($000) $0 Shares 49 Est. Cost $8.58 Unrealized -71.6%
GWRS GLOBAL WTR RES INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $11.85 Unrealized +0.2%
QLD PROSHARES ULTRA QQQ 0.0%
Value ($000) $0 Shares 1 Est. Cost $108.15 Unrealized
ACB AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $3.87 Unrealized +63.6%
CASIF CASI PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost $2.37 Unrealized +31.1%
TSPH TUSIMPLE HLDGS INC CL A 0.0%
Value ($000) $0 Shares 181 Est. Cost $11.05 Unrealized -97.1%
GLDG GOLDMINING INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.84 Unrealized +5.4%
FOOT LOCKER INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $23.00 Unrealized
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $20.50 Unrealized
INVITAE CORP COM 0.0%
Value ($000) $0 Shares 5,483 Est. Cost $2.99 Unrealized
WORKHORSE GROUP INC COM SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.00 Unrealized