Stonebrook Private Inc. Diversified Active

CIK: 0002008738 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 14, 2025

Total Value ($000): $382,077 (100.0% shares, 0.0% debt)

Holdings (182)

QUAL ISHARES TR 5.5%
Value ($000) $21,168 Shares 118,866 Est. Cost $150.72 Unrealized
AAPL APPLE INC 5.4%
Value ($000) $20,758 Shares 82,894 Est. Cost $182.65 Unrealized +28.4%
MSFT MICROSOFT CORP 4.4%
Value ($000) $16,779 Shares 39,807 Est. Cost $353.50 Unrealized +19.5%
EFV ISHARES TR 4.4%
Value ($000) $16,774 Shares 319,685 Est. Cost $52.44 Unrealized
EFG ISHARES TR 4.0%
Value ($000) $15,147 Shares 156,433 Est. Cost $100.40 Unrealized
DYNF BLACKROCK ETF TRUST 3.6%
Value ($000) $13,580 Shares 264,984 Est. Cost $48.24 Unrealized
AVGO BROADCOM INC 2.5%
Value ($000) $9,594 Shares 41,382 Est. Cost $151.40 Unrealized +20.8%
INRO BLACKROCK ETF TRUST 2.4%
Value ($000) $9,357 Shares 336,832 Est. Cost $26.89 Unrealized
AMZN AMAZON COM INC 2.3%
Value ($000) $8,694 Shares 39,626 Est. Cost $144.29 Unrealized +41.8%
SPYM SPDR SER TR 2.2%
Value ($000) $8,530 Shares 123,738 Est. Cost $56.34 Unrealized
EMXC ISHARES INC 2.2%
Value ($000) $8,300 Shares 149,681 Est. Cost $58.32 Unrealized
JPM JPMORGAN CHASE & CO. 2.1%
Value ($000) $7,861 Shares 32,793 Est. Cost $148.32 Unrealized +53.7%
NVDA NVIDIA CORPORATION 2.0%
Value ($000) $7,546 Shares 56,194 Est. Cost $100.84 Unrealized +36.6%
SPYG SPDR SER TR 1.9%
Value ($000) $7,275 Shares 82,759 Est. Cost $73.66 Unrealized
WMT WALMART INC 1.7%
Value ($000) $6,569 Shares 72,706 Est. Cost $54.67 Unrealized +56.9%
MSI MOTOROLA SOLUTIONS INC 1.6%
Value ($000) $6,273 Shares 13,570 Est. Cost $301.96 Unrealized +55.1%
ETN EATON CORP PLC 1.6%
Value ($000) $6,043 Shares 18,208 Est. Cost $226.01 Unrealized +53.6%
XLK SELECT SECTOR SPDR TR 1.4%
Value ($000) $5,528 Shares 23,776 Est. Cost $206.61 Unrealized
DIVO AMPLIFY ETF TR 1.3%
Value ($000) $5,094 Shares 125,832 Est. Cost $36.70 Unrealized
HD HOME DEPOT INC 1.3%
Value ($000) $4,927 Shares 12,666 Est. Cost $299.93 Unrealized +32.5%
SPMO INVESCO EXCH TRADED FD TR II 1.3%
Value ($000) $4,843 Shares 50,971 Est. Cost $95.01 Unrealized
ITW ILLINOIS TOOL WKS INC 1.2%
Value ($000) $4,709 Shares 18,572 Est. Cost $227.33 Unrealized +13.2%
XHLF BONDBLOXX ETF TRUST 1.0%
Value ($000) $3,708 Shares 73,898 Est. Cost $50.34 Unrealized
MRK MERCK & CO INC 0.9%
Value ($000) $3,544 Shares 35,624 Est. Cost $98.51 Unrealized +0.2%
GOOGL ALPHABET INC 0.9%
Value ($000) $3,470 Shares 18,329 Est. Cost $140.75 Unrealized +23.7%
IEMG ISHARES INC 0.9%
Value ($000) $3,461 Shares 66,280 Est. Cost $50.64 Unrealized
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $3,240 Shares 22,402 Est. Cost $144.08 Unrealized +3.8%
CB CHUBB LIMITED 0.8%
Value ($000) $3,155 Shares 11,417 Est. Cost $220.02 Unrealized +27.9%
FTEC FIDELITY COVINGTON TRUST 0.8%
Value ($000) $3,121 Shares 16,882 Est. Cost $143.64 Unrealized
MPC MARATHON PETE CORP 0.8%
Value ($000) $3,098 Shares 22,208 Est. Cost $147.38 Unrealized +1.0%
META META PLATFORMS INC 0.8%
Value ($000) $3,091 Shares 5,279 Est. Cost $374.29 Unrealized +56.2%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $3,071 Shares 6,071 Est. Cost $533.08 Unrealized +3.7%
MCD MCDONALDS CORP 0.8%
Value ($000) $2,948 Shares 10,169 Est. Cost $258.68 Unrealized +12.2%
CME CME GROUP INC 0.7%
Value ($000) $2,832 Shares 12,194 Est. Cost $194.90 Unrealized +12.7%
IBDR ISHARES TR 0.7%
Value ($000) $2,783 Shares 115,618 Est. Cost $24.00 Unrealized
IBDU ISHARES TR 0.7%
Value ($000) $2,765 Shares 121,279 Est. Cost $22.98 Unrealized
IBDS ISHARES TR 0.7%
Value ($000) $2,764 Shares 115,367 Est. Cost $23.98 Unrealized
IBDT ISHARES TR 0.7%
Value ($000) $2,762 Shares 110,918 Est. Cost $25.10 Unrealized
ISHARES TR 0.7%
Value ($000) $2,761 Shares 110,212 Est. Cost $24.90 Unrealized
APD AIR PRODS & CHEMS INC 0.7%
Value ($000) $2,695 Shares 9,292 Est. Cost $255.80 Unrealized +18.8%
EXPD EXPEDITORS INTL WASH INC 0.7%
Value ($000) $2,685 Shares 24,237 Est. Cost $114.69 Unrealized +2.4%
V VISA INC 0.7%
Value ($000) $2,552 Shares 8,075 Est. Cost $245.12 Unrealized +21.7%
DRI DARDEN RESTAURANTS INC 0.6%
Value ($000) $2,411 Shares 12,915 Est. Cost $143.53 Unrealized +13.3%
LLY ELI LILLY & CO 0.6%
Value ($000) $2,211 Shares 2,864 Est. Cost $602.58 Unrealized +36.3%
JCI JOHNSON CTLS INTL PLC 0.6%
Value ($000) $2,135 Shares 27,053 Est. Cost $52.76 Unrealized +50.2%
ADI ANALOG DEVICES INC 0.5%
Value ($000) $2,080 Shares 9,789 Est. Cost $219.28 Unrealized -1.1%
MDT MEDTRONIC PLC 0.5%
Value ($000) $2,077 Shares 26,007 Est. Cost $72.60 Unrealized +15.5%
CMCSA COMCAST CORP NEW 0.5%
Value ($000) $2,049 Shares 54,587 Est. Cost $39.92 Unrealized +0.2%
TT TRANE TECHNOLOGIES PLC 0.5%
Value ($000) $2,024 Shares 5,480 Est. Cost $234.57 Unrealized +67.8%
IYW ISHARES TR 0.5%
Value ($000) $2,021 Shares 12,670 Est. Cost $151.33 Unrealized
IBDV ISHARES TR 0.5%
Value ($000) $1,979 Shares 92,664 Est. Cost $21.65 Unrealized
IBDW ISHARES TR 0.5%
Value ($000) $1,972 Shares 96,906 Est. Cost $20.73 Unrealized
IBDX ISHARES TR 0.5%
Value ($000) $1,968 Shares 80,047 Est. Cost $25.12 Unrealized
IBDY ISHARES TR 0.5%
Value ($000) $1,965 Shares 78,305 Est. Cost $25.76 Unrealized
IBDZ ISHARES TR 0.5%
Value ($000) $1,965 Shares 77,213 Est. Cost $25.45 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.5%
Value ($000) $1,961 Shares 24,278 Est. Cost $76.87 Unrealized +9.2%
GOOG ALPHABET INC 0.5%
Value ($000) $1,925 Shares 10,110 Est. Cost $136.74 Unrealized +28.5%
O REALTY INCOME CORP 0.5%
Value ($000) $1,890 Shares 35,386 Est. Cost $54.56 Unrealized -0.1%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $1,866 Shares 46,650 Est. Cost $31.96 Unrealized +23.3%
IFRA ISHARES TR 0.5%
Value ($000) $1,805 Shares 38,987 Est. Cost $40.72 Unrealized
VUG VANGUARD INDEX FDS 0.5%
Value ($000) $1,800 Shares 4,386 Est. Cost $315.06 Unrealized
CRM SALESFORCE INC 0.5%
Value ($000) $1,742 Shares 5,209 Est. Cost $235.82 Unrealized +34.3%
UNP UNION PAC CORP 0.4%
Value ($000) $1,682 Shares 7,375 Est. Cost $211.54 Unrealized +8.8%
BBY BEST BUY INC 0.4%
Value ($000) $1,665 Shares 19,403 Est. Cost $64.73 Unrealized +32.6%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $1,636 Shares 5,513 Est. Cost $157.57 Unrealized +80.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,547 Shares 3,413 Est. Cost $375.20 Unrealized +23.1%
TSLA TESLA INC 0.4%
Value ($000) $1,353 Shares 3,350 Est. Cost $247.12 Unrealized +30.2%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $1,318 Shares 1,439 Est. Cost $614.51 Unrealized +50.1%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.3%
Value ($000) $1,296 Shares 15,337 Est. Cost $73.36 Unrealized +16.3%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $1,281 Shares 17,864 Est. Cost $71.02 Unrealized +5.6%
FISV FISERV INC 0.3%
Value ($000) $1,251 Shares 6,091 Est. Cost $124.82 Unrealized +63.6%
OEF ISHARES TR 0.3%
Value ($000) $1,202 Shares 4,162 Est. Cost $227.80 Unrealized
IEFA ISHARES TR 0.3%
Value ($000) $1,168 Shares 16,624 Est. Cost $72.20 Unrealized
NYLI MACKAY DEFINEDTERM MUNI 0.3%
Value ($000) $1,133 Shares 75,897 Est. Cost $16.25 Unrealized
ACWI ISHARES TR 0.3%
Value ($000) $1,124 Shares 9,567 Est. Cost $101.77 Unrealized
TJX TJX COS INC NEW 0.3%
Value ($000) $1,110 Shares 9,185 Est. Cost $89.57 Unrealized +31.4%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $1,030 Shares 2,069 Est. Cost $404.46 Unrealized +24.4%
NFLX NETFLIX INC 0.3%
Value ($000) $1,028 Shares 1,153 Est. Cost $47.02 Unrealized +75.1%
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,013 Shares 7,365 Est. Cost $139.63 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.3%
Value ($000) $971 Shares 16,106 Est. Cost $56.96 Unrealized +5.8%
XLF SELECT SECTOR SPDR TR 0.3%
Value ($000) $970 Shares 20,072 Est. Cost $42.71 Unrealized
XCEM COLUMBIA ETF TR II 0.2%
Value ($000) $917 Shares 30,991 Est. Cost $29.60 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $913 Shares 1,733 Est. Cost $410.19 Unrealized +25.5%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $904 Shares 7,481 Est. Cost $143.77 Unrealized +0.1%
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $861 Shares 31,524 Est. Cost $44.21 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $857 Shares 15,146 Est. Cost $47.11 Unrealized +11.6%
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $820 Shares 1,927 Est. Cost $380.91 Unrealized
SCHG SCHWAB STRATEGIC TR 0.2%
Value ($000) $814 Shares 29,214 Est. Cost $42.35 Unrealized
ALL ALLSTATE CORP 0.2%
Value ($000) $814 Shares 4,223 Est. Cost $136.37 Unrealized +39.2%
BAC BANK AMERICA CORP 0.2%
Value ($000) $813 Shares 18,503 Est. Cost $29.98 Unrealized +42.8%
NXPI NXP SEMICONDUCTORS N V 0.2%
Value ($000) $787 Shares 3,788 Est. Cost $203.83 Unrealized +9.2%
KO COCA COLA CO 0.2%
Value ($000) $771 Shares 12,385 Est. Cost $53.67 Unrealized +17.5%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $757 Shares 7,039 Est. Cost $101.86 Unrealized +10.3%
CSL CARLISLE COS INC 0.2%
Value ($000) $746 Shares 2,022 Est. Cost $268.62 Unrealized +59.8%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $728 Shares 4,343 Est. Cost $143.78 Unrealized +15.3%
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $716 Shares 3,191 Est. Cost $186.12 Unrealized
IQV IQVIA HLDGS INC 0.2%
Value ($000) $711 Shares 3,616 Est. Cost $211.63 Unrealized -0.4%
EW EDWARDS LIFESCIENCES CORP 0.2%
Value ($000) $685 Shares 9,254 Est. Cost $73.88 Unrealized -5.3%
IWD ISHARES TR 0.2%
Value ($000) $684 Shares 3,693 Est. Cost $166.76 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $683 Shares 4,098 Est. Cost $123.31 Unrealized +42.6%
IVLU ISHARES TR 0.2%
Value ($000) $674 Shares 24,862 Est. Cost $26.65 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $662 Shares 3,150 Est. Cost $187.80 Unrealized +24.9%
CSCO CISCO SYS INC 0.2%
Value ($000) $649 Shares 10,964 Est. Cost $47.93 Unrealized +15.5%
STE STERIS PLC 0.2%
Value ($000) $633 Shares 3,082 Est. Cost $209.01 Unrealized +4.0%
SBUX STARBUCKS CORP 0.2%
Value ($000) $630 Shares 6,902 Est. Cost $92.09 Unrealized +2.0%
DFUS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $593 Shares 9,304 Est. Cost $52.69 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $581 Shares 3,272 Est. Cost $142.28 Unrealized +24.7%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $578 Shares 986 Est. Cost $489.10 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $570 Shares 3,480 Est. Cost $153.37 Unrealized +11.4%
IJH ISHARES TR 0.1%
Value ($000) $569 Shares 9,126 Est. Cost $107.23 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $563 Shares 531 Est. Cost $131.28 Unrealized +54.3%
IVV ISHARES TR 0.1%
Value ($000) $556 Shares 945 Est. Cost $484.88 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $554 Shares 1,537 Est. Cost $289.34 Unrealized +26.6%
CGXU CAPITAL GROUP INTL FOCUS EQT 0.1%
Value ($000) $516 Shares 20,899 Est. Cost $24.09 Unrealized
BNY MELLON MUN BD INFRASTRUC 0.1%
Value ($000) $514 Shares 49,692 Est. Cost $10.31 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $499 Shares 926 Est. Cost $528.08 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $475 Shares 3,283 Est. Cost $137.90 Unrealized +5.5%
DTE DTE ENERGY CO 0.1%
Value ($000) $465 Shares 3,853 Est. Cost $97.32 Unrealized +21.7%
RJF RAYMOND JAMES FINL INC 0.1%
Value ($000) $442 Shares 2,847 Est. Cost $101.12 Unrealized +46.9%
ABT ABBOTT LABS 0.1%
Value ($000) $433 Shares 3,832 Est. Cost $96.58 Unrealized +17.3%
BA BOEING CO 0.1%
Value ($000) $420 Shares 2,373 Est. Cost $212.64 Unrealized -26.2%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $412 Shares 720 Est. Cost $333.83 Unrealized +63.2%
ADBE ADOBE INC 0.1%
Value ($000) $390 Shares 877 Est. Cost $574.54 Unrealized -13.8%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $388 Shares 1,103 Est. Cost $316.36 Unrealized +12.1%
CAT CATERPILLAR INC 0.1%
Value ($000) $382 Shares 1,054 Est. Cost $257.54 Unrealized +48.2%
TGT TARGET CORP 0.1%
Value ($000) $374 Shares 2,769 Est. Cost $114.60 Unrealized +19.3%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $373 Shares 1,240 Est. Cost $290.70 Unrealized 0.0%
LOW LOWES COS INC 0.1%
Value ($000) $371 Shares 1,503 Est. Cost $200.12 Unrealized +30.7%
DGRO ISHARES TR 0.1%
Value ($000) $364 Shares 5,931 Est. Cost $53.96 Unrealized
HEFA ISHARES TR 0.1%
Value ($000) $357 Shares 10,269 Est. Cost $35.48 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $357 Shares 2,963 Est. Cost $87.86 Unrealized +37.3%
SNPS SYNOPSYS INC 0.1%
Value ($000) $353 Shares 727 Est. Cost $522.72 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $346 Shares 10,576 Est. Cost $42.62 Unrealized -14.5%
IEUR ISHARES TR 0.1%
Value ($000) $334 Shares 6,193 Est. Cost $60.70 Unrealized
DXCM DEXCOM INC 0.1%
Value ($000) $332 Shares 4,264 Est. Cost $121.58 Unrealized -39.1%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $331 Shares 2,623 Est. Cost $132.96 Unrealized -8.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $329 Shares 1,498 Est. Cost $145.48 Unrealized +48.7%
ECL ECOLAB INC 0.1%
Value ($000) $327 Shares 1,396 Est. Cost $177.16 Unrealized +38.6%
DE DEERE & CO 0.1%
Value ($000) $325 Shares 768 Est. Cost $365.14 Unrealized +13.4%
USMV ISHARES TR 0.1%
Value ($000) $315 Shares 3,553 Est. Cost $78.03 Unrealized
IWV ISHARES TR 0.1%
Value ($000) $313 Shares 935 Est. Cost $334.25 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $303 Shares 61 Est. Cost $4000.78 Unrealized +19.1%
PEP PEPSICO INC 0.1%
Value ($000) $290 Shares 1,909 Est. Cost $154.78 Unrealized +1.1%
COP CONOCOPHILLIPS 0.1%
Value ($000) $286 Shares 2,886 Est. Cost $109.47 Unrealized -6.5%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $284 Shares 4,039 Est. Cost $55.57 Unrealized +20.0%
IWF ISHARES TR 0.1%
Value ($000) $279 Shares 694 Est. Cost $309.37 Unrealized
IHE ISHARES TR 0.1%
Value ($000) $277 Shares 4,219 Est. Cost $65.72 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $275 Shares 1,148 Est. Cost $215.39 Unrealized +7.7%
GE GE AEROSPACE 0.1%
Value ($000) $270 Shares 1,620 Est. Cost $129.09 Unrealized +37.2%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $262 Shares 422 Est. Cost $525.49 Unrealized
WESTERN ASSET MANAGED MUNS F 0.1%
Value ($000) $259 Shares 25,438 Est. Cost $10.17 Unrealized
IYZ ISHARES TR 0.1%
Value ($000) $257 Shares 9,585 Est. Cost $26.83 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $257 Shares 492 Est. Cost $469.49 Unrealized +10.9%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $254 Shares 488 Est. Cost $486.18 Unrealized +12.6%
DLN WISDOMTREE TR 0.1%
Value ($000) $252 Shares 3,235 Est. Cost $66.38 Unrealized
AVUS AMERICAN CENTY ETF TR 0.1%
Value ($000) $249 Shares 2,574 Est. Cost $89.70 Unrealized
INTU INTUIT 0.1%
Value ($000) $247 Shares 393 Est. Cost $559.61 Unrealized +13.4%
FISI FINANCIAL INSTNS INC 0.1%
Value ($000) $237 Shares 8,669 Est. Cost $22.41 Unrealized +11.3%
RTX RTX CORPORATION 0.1%
Value ($000) $236 Shares 2,041 Est. Cost $111.60 Unrealized +6.0%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $236 Shares 3,951 Est. Cost $64.40 Unrealized -1.2%
IUSG ISHARES TR 0.1%
Value ($000) $235 Shares 1,687 Est. Cost $127.51 Unrealized
SPYV SPDR SER TR 0.1%
Value ($000) $232 Shares 4,545 Est. Cost $49.18 Unrealized
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $231 Shares 8,862 Est. Cost $26.07 Unrealized
T AT&T INC 0.1%
Value ($000) $230 Shares 10,115 Est. Cost $21.51 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $226 Shares 781 Est. Cost $283.64 Unrealized
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $223 Shares 2,299 Est. Cost $96.82 Unrealized
SOXX ISHARES TR 0.1%
Value ($000) $222 Shares 1,031 Est. Cost $215.51 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $222 Shares 924 Est. Cost $213.41 Unrealized
LIN LINDE PLC 0.1%
Value ($000) $221 Shares 527 Est. Cost $388.42 Unrealized +15.5%
DIS DISNEY WALT CO 0.1%
Value ($000) $219 Shares 1,964 Est. Cost $103.52 Unrealized 0.0%
FDX FEDEX CORP 0.1%
Value ($000) $217 Shares 771 Est. Cost $254.64 Unrealized +6.7%
EMR EMERSON ELEC CO 0.1%
Value ($000) $215 Shares 1,738 Est. Cost $119.02 Unrealized 0.0%
APP APPLOVIN CORP 0.1%
Value ($000) $214 Shares 661 Est. Cost $252.97 Unrealized 0.0%
DTM DT MIDSTREAM INC 0.1%
Value ($000) $209 Shares 2,100 Est. Cost $91.78 Unrealized 0.0%
IJR ISHARES TR 0.1%
Value ($000) $208 Shares 1,802 Est. Cost $108.34 Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $207 Shares 939 Est. Cost $223.42 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $201 Shares 2,392 Est. Cost $92.53 Unrealized +9.4%
F FORD MTR CO 0.0%
Value ($000) $109 Shares 11,037 Est. Cost $9.74 Unrealized +1.4%
WALD WALDENCAST PLC 0.0%
Value ($000) $48 Shares 11,858 Est. Cost $3.51 Unrealized 0.0%
TNGX TANGO THERAPEUTICS INC 0.0%
Value ($000) $34 Shares 10,992 Est. Cost $4.64 Unrealized 0.0%
IAUX I-80 GOLD CORP 0.0%
Value ($000) $17 Shares 34,265 Est. Cost $0.81 Unrealized 0.0%
CMPX COMPASS THERAPEUTICS INC 0.0%
Value ($000) $16 Shares 11,288 Est. Cost $1.66 Unrealized 0.0%