Princeton Global Asset Management LLC Diversified Active

CIK: 0001767349 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 22, 2024

Total Value ($000): $397,730 (100.0% shares, 0.0% debt)

Holdings (642)

MSFT MICROSOFT CORP COM 5.8%
Value ($000) $23,079 Shares 61,374 Est. Cost $140.32 Unrealized +149.7%
AVGO BROADCOM INC COM 4.8%
Value ($000) $19,284 Shares 17,276 Est. Cost $28.49 Unrealized +223.8%
BX BLACKSTONE INC COM 3.2%
Value ($000) $12,799 Shares 97,764 Est. Cost $43.20 Unrealized +136.3%
JNJ JOHNSON & JOHNSON COM 3.1%
Value ($000) $12,351 Shares 78,801 Est. Cost $141.83 Unrealized +1.2%
UNH UNITEDHEALTH GROUP INC COM 2.9%
Value ($000) $11,346 Shares 21,551 Est. Cost $270.30 Unrealized +89.2%
AAPL APPLE INC COM 2.8%
Value ($000) $11,324 Shares 58,817 Est. Cost $147.30 Unrealized +24.1%
JPM JPMORGAN CHASE & CO COM 2.6%
Value ($000) $10,293 Shares 60,513 Est. Cost $99.36 Unrealized +45.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 2.5%
Value ($000) $9,972 Shares 95,885 Est. Cost $51.25 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 2.4%
Value ($000) $9,681 Shares 179,882 Est. Cost $44.77 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.1%
Value ($000) $8,222 Shares 23,052 Est. Cost $227.78 Unrealized +54.1%
GOOGL ALPHABET INC CAP STK CL A 2.0%
Value ($000) $8,071 Shares 57,775 Est. Cost $108.97 Unrealized +22.4%
CRH CRH PLC ORD 1.9%
Value ($000) $7,701 Shares 111,345 Est. Cost $54.46 Unrealized +6.7%
WSO WATSCO INC COM 1.9%
Value ($000) $7,594 Shares 17,723 Est. Cost $237.64 Unrealized +63.0%
V VISA INC COM CL A 1.6%
Value ($000) $6,474 Shares 24,865 Est. Cost $159.84 Unrealized +51.8%
ACN ACCENTURE PLC IRELAND SHS CLASS A 1.5%
Value ($000) $6,143 Shares 17,506 Est. Cost $200.87 Unrealized +55.7%
VRTX VERTEX PHARMACEUTICALS INC COM 1.5%
Value ($000) $6,124 Shares 15,050 Est. Cost $198.98 Unrealized +85.7%
LIN LINDE PLC SHS 1.4%
Value ($000) $5,676 Shares 13,820 Est. Cost $327.44 Unrealized +17.2%
CSL CARLISLE COS INC COM 1.4%
Value ($000) $5,484 Shares 17,554 Est. Cost $159.41 Unrealized +68.5%
PWR QUANTA SVCS INC COM 1.3%
Value ($000) $5,270 Shares 24,422 Est. Cost $124.93 Unrealized +47.5%
GLD SPDR GOLD SHARES 1.3%
Value ($000) $5,174 Shares 27,066 Est. Cost $155.11 Unrealized
ABBV ABBVIE INC COM 1.1%
Value ($000) $4,539 Shares 29,290 Est. Cost $78.11 Unrealized +73.8%
ETN EATON CORP PLC SHS 1.1%
Value ($000) $4,520 Shares 18,768 Est. Cost $143.43 Unrealized +50.3%
TMO THERMO FISHER SCIENTIFIC INC COM 1.1%
Value ($000) $4,419 Shares 8,325 Est. Cost $305.46 Unrealized +57.4%
ORCL ORACLE CORP COM 1.1%
Value ($000) $4,357 Shares 41,326 Est. Cost $90.80 Unrealized +17.5%
CB CHUBB LIMITED COM 1.1%
Value ($000) $4,310 Shares 19,069 Est. Cost $131.80 Unrealized +62.2%
SONY SONY GROUP CORP SPONSORED ADR 1.0%
Value ($000) $4,142 Shares 43,743 Est. Cost $56.57 Unrealized
LECO LINCOLN ELEC HLDGS INC COM 1.0%
Value ($000) $4,009 Shares 18,437 Est. Cost $147.23 Unrealized +31.0%
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 1.0%
Value ($000) $3,991 Shares 79,249 Est. Cost $45.85 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 1.0%
Value ($000) $3,830 Shares 69,655 Est. Cost $32.15 Unrealized
CSCO CISCO SYS INC COM 0.9%
Value ($000) $3,709 Shares 73,415 Est. Cost $39.40 Unrealized +21.8%
KVUE KENVUE INC COM 0.9%
Value ($000) $3,689 Shares 171,356 Est. Cost $20.83 Unrealized -11.7%
GOOG ALPHABET INC CAP STK CL C 0.9%
Value ($000) $3,668 Shares 26,025 Est. Cost $109.69 Unrealized +22.8%
VMC VULCAN MATLS CO COM 0.9%
Value ($000) $3,602 Shares 15,867 Est. Cost $130.67 Unrealized +59.6%
LMT LOCKHEED MARTIN CORP COM 0.9%
Value ($000) $3,576 Shares 7,890 Est. Cost $313.50 Unrealized +33.1%
KO COCA COLA CO COM 0.9%
Value ($000) $3,455 Shares 58,629 Est. Cost $54.97 Unrealized -3.1%
HD HOME DEPOT INC COM 0.9%
Value ($000) $3,444 Shares 9,937 Est. Cost $215.78 Unrealized +36.1%
MPC MARATHON PETE CORP COM 0.9%
Value ($000) $3,402 Shares 22,932 Est. Cost $71.57 Unrealized +98.4%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.8%
Value ($000) $3,143 Shares 15,277 Est. Cost $114.75 Unrealized +55.2%
BAC BANK AMERICA CORP COM 0.8%
Value ($000) $3,110 Shares 92,357 Est. Cost $25.34 Unrealized +9.0%
STE STERIS PLC SHS USD 0.8%
Value ($000) $3,109 Shares 14,142 Est. Cost $152.86 Unrealized +35.8%
ELV ELEVANCE HEALTH INC COM 0.8%
Value ($000) $3,017 Shares 6,399 Est. Cost $453.76 Unrealized -1.6%
AMZN AMAZON COM INC COM 0.7%
Value ($000) $2,963 Shares 19,503 Est. Cost $125.54 Unrealized +11.7%
NOC NORTHROP GRUMMAN CORP COM 0.7%
Value ($000) $2,940 Shares 6,281 Est. Cost $308.73 Unrealized +46.4%
FLOT ISHARES FLOATING RATE BOND ETF 0.7%
Value ($000) $2,940 Shares 58,071 Est. Cost $50.58 Unrealized
EOG EOG RES INC COM 0.7%
Value ($000) $2,933 Shares 24,252 Est. Cost $85.16 Unrealized +35.7%
CDW CDW CORP COM 0.7%
Value ($000) $2,890 Shares 12,713 Est. Cost $134.57 Unrealized +53.1%
NEE NEXTERA ENERGY INC COM 0.7%
Value ($000) $2,840 Shares 46,757 Est. Cost $62.50 Unrealized -14.5%
TOTALENERGIES SE SPONSORED ADS 0.7%
Value ($000) $2,809 Shares 41,683 Est. Cost $53.33 Unrealized
PKG PACKAGING CORP AMER COM 0.7%
Value ($000) $2,801 Shares 17,196 Est. Cost $96.35 Unrealized +54.4%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.7%
Value ($000) $2,712 Shares 35,625 Est. Cost $72.89 Unrealized
PEP PEPSICO INC COM 0.7%
Value ($000) $2,642 Shares 15,556 Est. Cost $110.51 Unrealized +39.1%
PCAR PACCAR INC COM 0.7%
Value ($000) $2,632 Shares 26,953 Est. Cost $57.50 Unrealized +42.3%
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF 0.6%
Value ($000) $2,574 Shares 103,313 Est. Cost $25.52 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.6%
Value ($000) $2,491 Shares 15,841 Est. Cost $143.23 Unrealized -6.3%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.6%
Value ($000) $2,425 Shares 47,944 Est. Cost $45.51 Unrealized
JEPQ J.P. MORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.5%
Value ($000) $2,108 Shares 42,227 Est. Cost $47.53 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.5%
Value ($000) $2,081 Shares 40,590 Est. Cost $52.33 Unrealized
PFFV GLOBAL X VARIABLE RATE PREFERRED ETF 0.5%
Value ($000) $2,069 Shares 89,340 Est. Cost $27.29 Unrealized
RTX RTX CORPORATION COM 0.5%
Value ($000) $1,988 Shares 23,629 Est. Cost $70.27 Unrealized +7.6%
MRK MERCK & CO INC COM 0.5%
Value ($000) $1,876 Shares 17,209 Est. Cost $63.31 Unrealized +52.9%
ABT ABBOTT LABS COM 0.4%
Value ($000) $1,757 Shares 15,967 Est. Cost $89.61 Unrealized +7.2%
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $1,648 Shares 16,483 Est. Cost $51.24 Unrealized +90.5%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.4%
Value ($000) $1,566 Shares 32,321 Est. Cost $50.56 Unrealized
RSG REPUBLIC SVCS INC COM 0.4%
Value ($000) $1,558 Shares 9,450 Est. Cost $125.42 Unrealized +20.6%
LOW LOWES COS INC COM 0.4%
Value ($000) $1,508 Shares 6,775 Est. Cost $155.07 Unrealized +25.6%
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF 0.4%
Value ($000) $1,502 Shares 84,226 Est. Cost $20.19 Unrealized
NVDA NVIDIA CORPORATION COM 0.4%
Value ($000) $1,487 Shares 3,003 Est. Cost $38.99 Unrealized +18.8%
PH PARKER-HANNIFIN CORP COM 0.4%
Value ($000) $1,470 Shares 3,190 Est. Cost $322.37 Unrealized +26.3%
HON HONEYWELL INTL INC COM 0.4%
Value ($000) $1,414 Shares 6,742 Est. Cost $154.97 Unrealized +11.2%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $1,376 Shares 4,639 Est. Cost $171.76 Unrealized +50.6%
QUS SPDR MSCI USA STRATEGICFACTORS ETF 0.3%
Value ($000) $1,296 Shares 9,811 Est. Cost $89.21 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.3%
Value ($000) $1,295 Shares 13,136 Est. Cost $105.49 Unrealized
ZTS ZOETIS INC CL A 0.3%
Value ($000) $1,273 Shares 6,450 Est. Cost $130.91 Unrealized +32.0%
CAT CATERPILLAR INC COM 0.3%
Value ($000) $1,252 Shares 4,236 Est. Cost $168.63 Unrealized +49.0%
WST WEST PHARMACEUTICAL SVSC INC COM 0.3%
Value ($000) $1,224 Shares 3,475 Est. Cost $251.66 Unrealized +39.8%
APH AMPHENOL CORP NEW CL A 0.3%
Value ($000) $1,160 Shares 11,700 Est. Cost $36.00 Unrealized +20.5%
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.3%
Value ($000) $1,126 Shares 45,481 Est. Cost $25.72 Unrealized
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 0.3%
Value ($000) $1,125 Shares 23,504 Est. Cost $31.11 Unrealized
DE DEERE & CO COM 0.3%
Value ($000) $1,093 Shares 2,734 Est. Cost $338.60 Unrealized +7.8%
LHX L3HARRIS TECHNOLOGIES INC COM 0.3%
Value ($000) $1,066 Shares 5,063 Est. Cost $185.21 Unrealized -2.9%
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $1,047 Shares 6,140 Est. Cost $119.19 Unrealized +22.1%
BN BROOKFIELD CORP CL A LTD VT SH 0.2%
Value ($000) $986 Shares 24,587 Est. Cost $21.90 Unrealized +2.2%
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $940 Shares 3,433 Est. Cost $198.89 Unrealized +30.3%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.2%
Value ($000) $838 Shares 13,710 Est. Cost $48.85 Unrealized +17.3%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF 0.2%
Value ($000) $834 Shares 24,719 Est. Cost $27.08 Unrealized
GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF 0.2%
Value ($000) $788 Shares 11,746 Est. Cost $47.08 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.2%
Value ($000) $761 Shares 15,155 Est. Cost $49.39 Unrealized
PAG PENSKE AUTOMOTIVE GRP INC COM 0.2%
Value ($000) $750 Shares 4,675 Est. Cost $153.17 Unrealized 0.0%
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.2%
Value ($000) $740 Shares 3,967 Est. Cost $137.18 Unrealized
CI THE CIGNA GROUP COM 0.2%
Value ($000) $737 Shares 2,461 Est. Cost $218.60 Unrealized +28.4%
SCHM SCHWAB U.S. MID-CAP ETF 0.2%
Value ($000) $731 Shares 9,706 Est. Cost $52.07 Unrealized
GLW CORNING INC COM 0.2%
Value ($000) $728 Shares 23,897 Est. Cost $27.91 Unrealized -2.8%
DIVB ISHARES CORE DIVIDEND ETF 0.2%
Value ($000) $723 Shares 17,615 Est. Cost $29.56 Unrealized
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND 0.2%
Value ($000) $704 Shares 19,407 Est. Cost $31.44 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value ($000) $678 Shares 1,757 Est. Cost $209.92 Unrealized +51.4%
XYL XYLEM INC COM 0.2%
Value ($000) $660 Shares 5,773 Est. Cost $79.46 Unrealized +22.5%
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.2%
Value ($000) $644 Shares 25,675 Est. Cost $25.09 Unrealized
INTC INTEL CORP COM 0.2%
Value ($000) $604 Shares 12,015 Est. Cost $47.93 Unrealized -16.5%
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.1%
Value ($000) $595 Shares 24,861 Est. Cost $26.76 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $587 Shares 889 Est. Cost $406.08 Unrealized +41.2%
DGRS WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $552 Shares 11,627 Est. Cost $42.23 Unrealized
NTR NUTRIEN LTD COM 0.1%
Value ($000) $540 Shares 9,588 Est. Cost $62.98 Unrealized -16.6%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $537 Shares 4,036 Est. Cost $90.64 Unrealized +22.5%
HUBB HUBBELL INC COM 0.1%
Value ($000) $519 Shares 1,579 Est. Cost $258.66 Unrealized +13.0%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.1%
Value ($000) $513 Shares 14,879 Est. Cost $30.43 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $479 Shares 5,090 Est. Cost $55.66 Unrealized +50.4%
ECL ECOLAB INC COM 0.1%
Value ($000) $474 Shares 2,392 Est. Cost $163.27 Unrealized +7.7%
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.1%
Value ($000) $466 Shares 5,485 Est. Cost $74.90 Unrealized
ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF 0.1%
Value ($000) $464 Shares 17,904 Est. Cost $26.04 Unrealized
TILRAY BRANDS INC COM 0.1%
Value ($000) $462 Shares 201,020 Est. Cost $15.22 Unrealized
DTE DTE ENERGY CO COM 0.1%
Value ($000) $444 Shares 4,031 Est. Cost $81.39 Unrealized +16.6%
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $441 Shares 927 Est. Cost $181.44 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $425 Shares 2,268 Est. Cost $96.32 Unrealized +63.0%
IYY ISHARES DOW JONES U.S. ETF 0.1%
Value ($000) $420 Shares 3,600 Est. Cost $108.03 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $419 Shares 1,705 Est. Cost $179.77 Unrealized +16.4%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $413 Shares 10,961 Est. Cost $38.31 Unrealized -19.1%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $399 Shares 2,673 Est. Cost $132.28 Unrealized +4.2%
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $398 Shares 4,750 Est. Cost $63.13 Unrealized
QEFA SPDR MSCI EAFE STRATEGICFACTORS ETF 0.1%
Value ($000) $396 Shares 5,418 Est. Cost $60.45 Unrealized
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 0.1%
Value ($000) $389 Shares 7,799 Est. Cost $37.93 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.1%
Value ($000) $380 Shares 5,416 Est. Cost $47.64 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $379 Shares 1,603 Est. Cost $148.41 Unrealized +34.8%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.1%
Value ($000) $375 Shares 4,525 Est. Cost $78.01 Unrealized
ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF 0.1%
Value ($000) $359 Shares 13,528 Est. Cost $26.58 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value ($000) $333 Shares 1,200 Est. Cost $208.76 Unrealized
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 0.1%
Value ($000) $330 Shares 3,150 Est. Cost $84.71 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $328 Shares 1,139 Est. Cost $215.77 Unrealized +18.2%
LLY ELI LILLY & CO COM 0.1%
Value ($000) $327 Shares 561 Est. Cost $142.15 Unrealized +304.6%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value ($000) $321 Shares 2,874 Est. Cost $93.64 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.1%
Value ($000) $319 Shares 8,675 Est. Cost $29.88 Unrealized
FIW FIRST TRUST WATER ETF 0.1%
Value ($000) $312 Shares 3,291 Est. Cost $57.20 Unrealized
PHYS SPROTT PHYSICAL GOLD TR UNIT 0.1%
Value ($000) $311 Shares 19,500 Est. Cost $13.57 Unrealized
T AT&T INC COM 0.1%
Value ($000) $310 Shares 18,448 Est. Cost $15.54 Unrealized -8.5%
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 0.1%
Value ($000) $308 Shares 4,769 Est. Cost $66.17 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $306 Shares 4,542 Est. Cost $59.16 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.1%
Value ($000) $305 Shares 8,129 Est. Cost $30.11 Unrealized
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value ($000) $302 Shares 3,549 Est. Cost $61.84 Unrealized
MTB M & T BK CORP COM 0.1%
Value ($000) $291 Shares 2,124 Est. Cost $149.08 Unrealized -21.3%
MMM 3M CO COM 0.1%
Value ($000) $289 Shares 2,641 Est. Cost $117.11 Unrealized -35.5%
CMI CUMMINS INC COM 0.1%
Value ($000) $281 Shares 1,171 Est. Cost $222.06 Unrealized -2.4%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $279 Shares 1,448 Est. Cost $70.09 Unrealized
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $274 Shares 3,010 Est. Cost $63.87 Unrealized +30.0%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $271 Shares 15,800 Est. Cost $23.74 Unrealized -25.0%
MTX MINERALS TECHNOLOGIES INC COM 0.1%
Value ($000) $257 Shares 3,600 Est. Cost $54.02 Unrealized +8.1%
ISHARES IBONDS DEC 2025 TERM TREASURY ETF 0.1%
Value ($000) $255 Shares 10,955 Est. Cost $23.28 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.1%
Value ($000) $252 Shares 2,479 Est. Cost $75.01 Unrealized
CW CURTISS WRIGHT CORP COM 0.1%
Value ($000) $252 Shares 1,130 Est. Cost $111.72 Unrealized +86.3%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $252 Shares 1,405 Est. Cost $140.90 Unrealized +15.3%
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.1%
Value ($000) $248 Shares 6,162 Est. Cost $27.10 Unrealized +16.1%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $241 Shares 3,326 Est. Cost $42.99 Unrealized +49.6%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $236 Shares 5,861 Est. Cost $25.53 Unrealized +36.3%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $236 Shares 1,091 Est. Cost $171.83 Unrealized +1.9%
SMMV ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF 0.1%
Value ($000) $235 Shares 6,575 Est. Cost $28.31 Unrealized
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 0.1%
Value ($000) $227 Shares 5,500 Est. Cost $39.19 Unrealized
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.1%
Value ($000) $219 Shares 2,900 Est. Cost $69.14 Unrealized
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $218 Shares 574 Est. Cost $117.64 Unrealized +183.5%
IBB ISHARES BIOTECHNOLOGY ETF 0.1%
Value ($000) $217 Shares 1,600 Est. Cost $100.09 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $212 Shares 4,125 Est. Cost $49.69 Unrealized -5.4%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $208 Shares 476 Est. Cost $279.47 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $206 Shares 1,207 Est. Cost $153.95 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $202 Shares 1,615 Est. Cost $117.77 Unrealized
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $200 Shares 1,527 Est. Cost $78.18 Unrealized +33.7%
SO SOUTHERN CO COM 0.0%
Value ($000) $198 Shares 2,823 Est. Cost $56.66 Unrealized +12.5%
SPIP SPDR PORTFOLIO TIPS ETF 0.0%
Value ($000) $198 Shares 7,729 Est. Cost $31.53 Unrealized
CCJ CAMECO CORP COM 0.0%
Value ($000) $195 Shares 4,525 Est. Cost $31.57 Unrealized +31.9%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $189 Shares 7,160 Est. Cost $22.90 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $187 Shares 2,668 Est. Cost $57.97 Unrealized +4.1%
DGRE WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $180 Shares 7,333 Est. Cost $27.26 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $180 Shares 408 Est. Cost $390.01 Unrealized -0.5%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $178 Shares 1,887 Est. Cost $82.15 Unrealized +8.6%
NFBK NORTHFIELD BANCORP INC DEL COM 0.0%
Value ($000) $177 Shares 14,076 Est. Cost $12.34 Unrealized -27.0%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $172 Shares 1,166 Est. Cost $95.69 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $171 Shares 797 Est. Cost $40.29 Unrealized -2.2%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $167 Shares 1,222 Est. Cost $98.55 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $165 Shares 3,600 Est. Cost $44.64 Unrealized -5.0%
NEM NEWMONT CORP COM 0.0%
Value ($000) $162 Shares 3,922 Est. Cost $43.54 Unrealized -15.5%
FISV FISERV INC COM 0.0%
Value ($000) $160 Shares 1,201 Est. Cost $122.71 Unrealized 0.0%
IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF 0.0%
Value ($000) $156 Shares 6,125 Est. Cost $25.60 Unrealized
GBIL GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF 0.0%
Value ($000) $154 Shares 1,545 Est. Cost $100.16 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $151 Shares 260 Est. Cost $330.90 Unrealized +54.4%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $145 Shares 1,601 Est. Cost $110.56 Unrealized -22.0%
MGC VANGUARD MEGA CAP ETF 0.0%
Value ($000) $135 Shares 800 Est. Cost $109.23 Unrealized
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $133 Shares 2,084 Est. Cost $73.18 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $130 Shares 1,606 Est. Cost $68.63 Unrealized +4.5%
PFE PFIZER INC COM 0.0%
Value ($000) $130 Shares 4,526 Est. Cost $29.31 Unrealized -9.9%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $129 Shares 1,965 Est. Cost $58.77 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $126 Shares 500 Est. Cost $242.32 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $124 Shares 474 Est. Cost $140.59 Unrealized +61.7%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $123 Shares 775 Est. Cost $89.41 Unrealized +60.3%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $120 Shares 217 Est. Cost $506.99 Unrealized -7.4%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $117 Shares 484 Est. Cost $184.43 Unrealized +23.6%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $116 Shares 2,116 Est. Cost $36.69 Unrealized +38.2%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $111 Shares 2,962 Est. Cost $29.32 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $108 Shares 1,881 Est. Cost $44.82 Unrealized +15.0%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $106 Shares 3,000 Est. Cost $23.30 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $105 Shares 904 Est. Cost $90.95 Unrealized +20.7%
L LOEWS CORP COM 0.0%
Value ($000) $104 Shares 1,500 Est. Cost $45.69 Unrealized +44.5%
PBD INVESCO GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $104 Shares 6,491 Est. Cost $17.16 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $100 Shares 613 Est. Cost $93.86 Unrealized +50.7%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $100 Shares 1,267 Est. Cost $70.00 Unrealized -6.6%
LAM RESEARCH CORP COM 0.0%
Value ($000) $98 Shares 125 Est. Cost $536.00 Unrealized
IBTE ISHARES IBONDS DEC 2024 TERM TREASURY ETF 0.0%
Value ($000) $95 Shares 3,982 Est. Cost $23.91 Unrealized
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $94 Shares 644 Est. Cost $131.63 Unrealized +6.8%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $93 Shares 2,400 Est. Cost $75.29 Unrealized -55.4%
SYY SYSCO CORP COM 0.0%
Value ($000) $92 Shares 1,261 Est. Cost $56.90 Unrealized +14.0%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $90 Shares 1,500 Est. Cost $50.81 Unrealized +15.4%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $89 Shares 900 Est. Cost $163.91 Unrealized
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.0%
Value ($000) $89 Shares 1,750 Est. Cost $50.86 Unrealized
EPAM EPAM SYS INC COM 0.0%
Value ($000) $88 Shares 295 Est. Cost $342.87 Unrealized -26.0%
AFL AFLAC INC COM 0.0%
Value ($000) $85 Shares 1,030 Est. Cost $50.98 Unrealized +51.0%
GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 0.0%
Value ($000) $84 Shares 800 Est. Cost $108.75 Unrealized
SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $83 Shares 4,672 Est. Cost $23.09 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $82 Shares 1,480 Est. Cost $58.30 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $82 Shares 1,119 Est. Cost $73.55 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $82 Shares 854 Est. Cost $97.20 Unrealized -5.2%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $82 Shares 639 Est. Cost $68.37 Unrealized +33.8%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $80 Shares 167 Est. Cost $415.17 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $79 Shares 127 Est. Cost $413.88 Unrealized +31.6%
GEM GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $79 Shares 2,568 Est. Cost $30.40 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $77 Shares 870 Est. Cost $71.57 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $77 Shares 740 Est. Cost $70.64 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $71 Shares 500 Est. Cost $108.32 Unrealized 0.0%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $70 Shares 1,000 Est. Cost $58.41 Unrealized 0.0%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $70 Shares 676 Est. Cost $99.68 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $69 Shares 1,387 Est. Cost $52.48 Unrealized
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $69 Shares 1,640 Est. Cost $37.46 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $68 Shares 273 Est. Cost $226.35 Unrealized +5.0%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $68 Shares 420 Est. Cost $146.10 Unrealized +2.1%
EYLD CAMBRIA EMERGING SHAREHOLDER YIELD ETF 0.0%
Value ($000) $67 Shares 2,130 Est. Cost $35.68 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $67 Shares 357 Est. Cost $118.80 Unrealized +49.6%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $65 Shares 1,750 Est. Cost $30.39 Unrealized -0.0%
TDV PROSHARES S&P TECHNOLOGY DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $63 Shares 903 Est. Cost $62.02 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value ($000) $63 Shares 153 Est. Cost $208.02 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $61 Shares 263 Est. Cost $201.75 Unrealized +10.1%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $61 Shares 1,944 Est. Cost $38.13 Unrealized
EASG XTRACKERS MSCI EAFE ESG LEADERS EQUITY ETF 0.0%
Value ($000) $61 Shares 2,073 Est. Cost $26.52 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $60 Shares 154 Est. Cost $325.21 Unrealized +5.1%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $59 Shares 549 Est. Cost $111.23 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $59 Shares 5,226 Est. Cost $18.09 Unrealized -40.3%
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $59 Shares 600 Est. Cost $54.72 Unrealized +40.0%
XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND 0.0%
Value ($000) $59 Shares 2,050 Est. Cost $37.07 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $59 Shares 406 Est. Cost $109.35 Unrealized +8.2%
BA BOEING CO COM 0.0%
Value ($000) $58 Shares 224 Est. Cost $198.30 Unrealized +7.9%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $58 Shares 239 Est. Cost $241.03 Unrealized -1.9%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $58 Shares 290 Est. Cost $178.22 Unrealized
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $58 Shares 650 Est. Cost $112.17 Unrealized
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 0.0%
Value ($000) $58 Shares 2,406 Est. Cost $23.90 Unrealized
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $57 Shares 1,350 Est. Cost $0.04 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $57 Shares 70 Est. Cost $488.29 Unrealized
WPC WP CAREY INC COM 0.0%
Value ($000) $56 Shares 869 Est. Cost $81.70 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $56 Shares 1,515 Est. Cost $32.32 Unrealized
EATON VANCE TAX ADVT DIV INCM COM 0.0%
Value ($000) $56 Shares 2,519 Est. Cost $28.98 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $55 Shares 1,600 Est. Cost $27.87 Unrealized +10.7%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $55 Shares 530 Est. Cost $64.67 Unrealized +48.6%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $54 Shares 773 Est. Cost $55.98 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $54 Shares 560 Est. Cost $72.73 Unrealized +15.3%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $53 Shares 700 Est. Cost $112.18 Unrealized -38.0%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $53 Shares 1,017 Est. Cost $40.34 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $53 Shares 1,227 Est. Cost $39.03 Unrealized -15.2%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $52 Shares 221 Est. Cost $237.29 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $51 Shares 1,650 Est. Cost $36.05 Unrealized
BLACKROCK MUNIHLDGS NJ QLTY FD COM 0.0%
Value ($000) $51 Shares 4,482 Est. Cost $11.45 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $50 Shares 379 Est. Cost $128.86 Unrealized -6.9%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $50 Shares 650 Est. Cost $80.35 Unrealized
SHE SPDR MSCI USA GENDER DIVERSITY ETF 0.0%
Value ($000) $49 Shares 514 Est. Cost $68.00 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $48 Shares 241 Est. Cost $158.91 Unrealized +8.4%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $48 Shares 589 Est. Cost $80.22 Unrealized
SPYX SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 0.0%
Value ($000) $47 Shares 1,213 Est. Cost $51.51 Unrealized
EXE CHESAPEAKE ENERGY CORP COM 0.0%
Value ($000) $46 Shares 597 Est. Cost $81.39 Unrealized -5.3%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $46 Shares 1,600 Est. Cost $24.80 Unrealized +0.5%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $45 Shares 330 Est. Cost $99.37 Unrealized +27.1%
EATON VANCE RISK-MANAGED DIVER COM 0.0%
Value ($000) $45 Shares 5,752 Est. Cost $9.12 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 0.0%
Value ($000) $45 Shares 408 Est. Cost $110.13 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $45 Shares 63 Est. Cost $114.08 Unrealized +10.5%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF 0.0%
Value ($000) $44 Shares 443 Est. Cost $99.79 Unrealized
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $44 Shares 545 Est. Cost $84.31 Unrealized -6.8%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $43 Shares 1,250 Est. Cost $29.02 Unrealized +0.4%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $43 Shares 635 Est. Cost $84.18 Unrealized -26.4%
INTF ISHARES INTERNATIONAL EQUITY FACTOR ETF 0.0%
Value ($000) $43 Shares 1,549 Est. Cost $22.75 Unrealized
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 0.0%
Value ($000) $43 Shares 549 Est. Cost $78.94 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $43 Shares 400 Est. Cost $65.33 Unrealized +40.9%
BBWI BATH & BODY WORKS INC COM 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $31.67 Unrealized 0.0%
EATON VANCE TAX-MANAGED BUY- W COM 0.0%
Value ($000) $43 Shares 3,479 Est. Cost $14.57 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $35.90 Unrealized 0.0%
EQNR EQUINOR ASA SPONSORED ADR 0.0%
Value ($000) $43 Shares 1,344 Est. Cost $31.63 Unrealized
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $42 Shares 600 Est. Cost $70.28 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $41 Shares 640 Est. Cost $47.84 Unrealized
BMI BADGER METER INC COM 0.0%
Value ($000) $41 Shares 267 Est. Cost $95.17 Unrealized +50.8%
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $40 Shares 1,150 Est. Cost $56.81 Unrealized
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $40 Shares 1,014 Est. Cost $36.63 Unrealized +0.9%
WMT WALMART INC COM 0.0%
Value ($000) $39 Shares 247 Est. Cost $44.42 Unrealized +16.3%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $39 Shares 465 Est. Cost $54.67 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $39 Shares 149 Est. Cost $219.29 Unrealized +6.8%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $38 Shares 202 Est. Cost $113.98 Unrealized +46.2%
EEMS ISHARES MSCI EMERGING MARKETS SMALL CAP ETF 0.0%
Value ($000) $38 Shares 660 Est. Cost $38.41 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $37 Shares 399 Est. Cost $90.26 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $36.44 Unrealized 0.0%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $31.96 Unrealized 0.0%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $36 Shares 317 Est. Cost $90.07 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $36 Shares 432 Est. Cost $77.33 Unrealized -7.6%
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $36 Shares 4,609 Est. Cost $7.33 Unrealized
EMMF WISDOMTREE EMERGING MARKETS MULTIFACTOR FUND 0.0%
Value ($000) $35 Shares 1,414 Est. Cost $20.23 Unrealized
CHRS COHERUS BIOSCIENCES INC COM 0.0%
Value ($000) $35 Shares 10,474 Est. Cost $4.62 Unrealized -42.0%
VAL VALARIS LTD CL A 0.0%
Value ($000) $34 Shares 500 Est. Cost $73.45 Unrealized -6.7%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $34 Shares 300 Est. Cost $108.26 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $34 Shares 114 Est. Cost $250.55 Unrealized +9.7%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $34 Shares 237 Est. Cost $55.59 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $33 Shares 200 Est. Cost $121.57 Unrealized +16.6%
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $33 Shares 444 Est. Cost $44.55 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $32 Shares 190 Est. Cost $150.99 Unrealized +13.8%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $32 Shares 600 Est. Cost $92.11 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $32 Shares 295 Est. Cost $96.70 Unrealized
FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF 0.0%
Value ($000) $32 Shares 518 Est. Cost $61.23 Unrealized
BNS BANK NOVA SCOTIA HALIFAX COM 0.0%
Value ($000) $32 Shares 650 Est. Cost $39.57 Unrealized -0.1%
KELLANOVA COM 0.0%
Value ($000) $32 Shares 564 Est. Cost $51.06 Unrealized -4.5%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $30 Shares 230 Est. Cost $208.73 Unrealized -47.4%
NKE NIKE INC CL B 0.0%
Value ($000) $30 Shares 274 Est. Cost $96.56 Unrealized +6.7%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $29 Shares 594 Est. Cost $49.37 Unrealized
LIBERTY MEDIA CORP DEL COM LBTY SRM S C 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $25.46 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $29 Shares 344 Est. Cost $53.80 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $28 Shares 430 Est. Cost $55.36 Unrealized
MAIN MAIN STR CAP CORP COM 0.0%
Value ($000) $28 Shares 646 Est. Cost $39.71 Unrealized +2.9%
TRNS TRANSCAT INC COM 0.0%
Value ($000) $27 Shares 250 Est. Cost $30.00 Unrealized +220.7%
ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF 0.0%
Value ($000) $27 Shares 600 Est. Cost $40.51 Unrealized
EATON VANCE TAX-MANAGED DIVERS COM 0.0%
Value ($000) $27 Shares 2,213 Est. Cost $11.62 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $27 Shares 434 Est. Cost $113.04 Unrealized -49.4%
NMTC NEUROONE MED TECHNOLOGIES CORP COM NEW 0.0%
Value ($000) $27 Shares 16,833 Est. Cost $1.54 Unrealized -20.5%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $26 Shares 705 Est. Cost $47.24 Unrealized -26.1%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $26 Shares 538 Est. Cost $47.48 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $26 Shares 219 Est. Cost $47.25 Unrealized +143.7%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $25 Shares 52 Est. Cost $307.69 Unrealized
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $25 Shares 350 Est. Cost $66.03 Unrealized +1.8%
HEI HEICO CORP NEW COM 0.0%
Value ($000) $25 Shares 139 Est. Cost $169.70 Unrealized -0.2%
THNQ ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $25 Shares 600 Est. Cost $34.02 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $24 Shares 105 Est. Cost $210.92 Unrealized
NUVEEN NEW JERSEY QULT MUN FD COM 0.0%
Value ($000) $24 Shares 2,060 Est. Cost $11.71 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $24 Shares 428 Est. Cost $31.70 Unrealized
SNPD XTRACKERS S&P ESG DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $24 Shares 950 Est. Cost $25.35 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $24 Shares 199 Est. Cost $109.73 Unrealized +1.2%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $23 Shares 632 Est. Cost $9.23 Unrealized
NEW YORK CMNTY BANCORP INC COM 0.0%
Value ($000) $23 Shares 2,280 Est. Cost $10.58 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $23 Shares 300 Est. Cost $86.74 Unrealized
LBTYK LIBERTY GLOBAL LTD COM CL C 0.0%
Value ($000) $23 Shares 1,245 Est. Cost $9.07 Unrealized 0.0%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $23 Shares 146 Est. Cost $144.55 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $23 Shares 1,875 Est. Cost $10.12 Unrealized -4.9%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $22 Shares 284 Est. Cost $79.22 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $22 Shares 324 Est. Cost $62.23 Unrealized -9.8%
NMRK NEWMARK GROUP INC CL A 0.0%
Value ($000) $22 Shares 2,000 Est. Cost $5.99 Unrealized +23.7%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $22 Shares 70 Est. Cost $188.81 Unrealized +56.6%
SAGE THERAPEUTICS INC COM 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $44.00 Unrealized
EME EMCOR GROUP INC COM 0.0%
Value ($000) $22 Shares 100 Est. Cost $120.11 Unrealized +73.9%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $22 Shares 256 Est. Cost $79.73 Unrealized -4.3%
EXC EXELON CORP COM 0.0%
Value ($000) $21 Shares 591 Est. Cost $33.67 Unrealized +5.5%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $17.12 Unrealized 0.0%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $20 Shares 298 Est. Cost $54.25 Unrealized
ONON ON HLDG AG NAMEN AKT A 0.0%
Value ($000) $20 Shares 750 Est. Cost $30.18 Unrealized -9.7%
DVYE ISHARES EMERGING MARKETS DIVIDEND ETF 0.0%
Value ($000) $20 Shares 763 Est. Cost $34.10 Unrealized
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $20 Shares 280 Est. Cost $50.62 Unrealized
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.0%
Value ($000) $20 Shares 2,500 Est. Cost $8.80 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $20 Shares 572 Est. Cost $21.69 Unrealized +48.3%
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C 0.0%
Value ($000) $20 Shares 315 Est. Cost $62.30 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $20 Shares 248 Est. Cost $57.94 Unrealized +23.8%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $20 Shares 135 Est. Cost $164.64 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $20 Shares 477 Est. Cost $37.56 Unrealized
OUSA ALPS O'SHARES U.S. QUALITY DIVIDEND ETF 0.0%
Value ($000) $20 Shares 424 Est. Cost $46.09 Unrealized
BARRICK GOLD CORP COM 0.0%
Value ($000) $19 Shares 1,065 Est. Cost $18.12 Unrealized
HYGH ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF 0.0%
Value ($000) $19 Shares 225 Est. Cost $87.29 Unrealized
MAT MATTEL INC COM 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $19.45 Unrealized 0.0%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $19 Shares 44 Est. Cost $266.70 Unrealized +48.9%
KOMP SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF 0.0%
Value ($000) $19 Shares 400 Est. Cost $35.00 Unrealized
NORDSTROM INC COM 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $18.45 Unrealized
LIBERTY MEDIA CORP DEL COM LBTY SRM S A 0.0%
Value ($000) $18 Shares 630 Est. Cost $25.45 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $18 Shares 2,194 Est. Cost $4.19 Unrealized
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $18 Shares 350 Est. Cost $50.65 Unrealized
AVA AVISTA CORP COM 0.0%
Value ($000) $18 Shares 500 Est. Cost $36.84 Unrealized -17.5%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $18 Shares 170 Est. Cost $53.12 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $18 Shares 341 Est. Cost $42.09 Unrealized +3.7%
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.0%
Value ($000) $17 Shares 900 Est. Cost $12.22 Unrealized
SONO SONOS INC COM 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $13.49 Unrealized 0.0%
DOW DOW INC COM 0.0%
Value ($000) $17 Shares 309 Est. Cost $32.94 Unrealized +35.6%
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 0.0%
Value ($000) $17 Shares 4,417 Est. Cost $3.47 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $17 Shares 612 Est. Cost $25.20 Unrealized -6.5%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $16 Shares 220 Est. Cost $67.43 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $16 Shares 211 Est. Cost $70.83 Unrealized -1.5%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $16 Shares 151 Est. Cost $107.49 Unrealized
RJF RAYMOND JAMES FINL INC COM 0.0%
Value ($000) $16 Shares 145 Est. Cost $99.95 Unrealized -0.2%
STPZ PIMCO 1-5 YEAR US TIPS INDEX ETF 0.0%
Value ($000) $16 Shares 310 Est. Cost $50.99 Unrealized
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $14.00 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $16 Shares 439 Est. Cost $28.15 Unrealized +7.4%
CACI CACI INTL INC CL A 0.0%
Value ($000) $16 Shares 48 Est. Cost $276.04 Unrealized +17.5%
HRI HERC HLDGS INC COM 0.0%
Value ($000) $15 Shares 104 Est. Cost $107.43 Unrealized +8.9%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $15 Shares 68 Est. Cost $264.71 Unrealized
BWA BORGWARNER INC COM 0.0%
Value ($000) $15 Shares 430 Est. Cost $34.62 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $15 Shares 68 Est. Cost $120.22 Unrealized +65.1%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $15 Shares 1,020 Est. Cost $42.16 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $15 Shares 65 Est. Cost $216.58 Unrealized -2.9%
TEXTAINER GROUP HOLDINGS LTD SHS 0.0%
Value ($000) $15 Shares 300 Est. Cost $0.03 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $15 Shares 100 Est. Cost $85.27 Unrealized +38.2%
GSBD GOLDMAN SACHS BDC INC SHS 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $14.50 Unrealized 0.0%
MSCI MSCI INC COM 0.0%
Value ($000) $15 Shares 26 Est. Cost $345.46 Unrealized +45.7%
KEY KEYCORP COM 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $10.65 Unrealized 0.0%
LBTYA LIBERTY GLOBAL LTD COM CL A 0.0%
Value ($000) $14 Shares 806 Est. Cost $8.35 Unrealized 0.0%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $14 Shares 138 Est. Cost $68.14 Unrealized +27.1%
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $14.27 Unrealized
PIMCO CORPORATE & INCOME OPPOR COM 0.0%
Value ($000) $14 Shares 1,065 Est. Cost $12.50 Unrealized
ISCF ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF 0.0%
Value ($000) $14 Shares 438 Est. Cost $27.26 Unrealized
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $14 Shares 436 Est. Cost $43.38 Unrealized -30.4%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $14 Shares 138 Est. Cost $88.14 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $14 Shares 175 Est. Cost $75.55 Unrealized
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $14 Shares 530 Est. Cost $24.95 Unrealized +0.0%
LYFT LYFT INC CL A COM 0.0%
Value ($000) $13 Shares 900 Est. Cost $54.63 Unrealized -78.7%
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.0%
Value ($000) $13 Shares 260 Est. Cost $29.39 Unrealized +32.1%
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value ($000) $13 Shares 157 Est. Cost $75.26 Unrealized +4.5%
COHEN & STEERS TAX ADVAN PFD S COM 0.0%
Value ($000) $13 Shares 700 Est. Cost $21.43 Unrealized
COTY COTY INC COM CL A 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $10.80 Unrealized 0.0%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $12 Shares 197 Est. Cost $53.02 Unrealized +4.7%
BLACKROCK MUNIYILD QULT FD INC COM 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $14.00 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $12 Shares 300 Est. Cost $43.33 Unrealized
CENX CENTURY ALUM CO COM 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $7.85 Unrealized 0.0%
JOE ST JOE CO COM 0.0%
Value ($000) $12 Shares 201 Est. Cost $57.76 Unrealized -8.9%
VTRS VIATRIS INC COM 0.0%
Value ($000) $12 Shares 1,109 Est. Cost $10.35 Unrealized -16.1%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $12 Shares 500 Est. Cost $31.04 Unrealized -39.4%
WEN WENDYS CO COM 0.0%
Value ($000) $12 Shares 600 Est. Cost $22.62 Unrealized -14.9%
CC CHEMOURS CO COM 0.0%
Value ($000) $12 Shares 366 Est. Cost $26.86 Unrealized -7.3%
META META PLATFORMS INC CL A 0.0%
Value ($000) $11 Shares 32 Est. Cost $317.99 Unrealized +1.7%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $11 Shares 125 Est. Cost $75.48 Unrealized +2.0%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $11 Shares 113 Est. Cost $62.82 Unrealized +40.2%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $11 Shares 117 Est. Cost $63.23 Unrealized +38.0%
COLD AMERICOLD REALTY TRUST INC COM 0.0%
Value ($000) $11 Shares 354 Est. Cost $36.92 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $10 Shares 286 Est. Cost $31.23 Unrealized +6.2%
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 0.0%
Value ($000) $10 Shares 450 Est. Cost $23.07 Unrealized
OBE OBSIDIAN ENERGY LTD COM 0.0%
Value ($000) $10 Shares 1,521 Est. Cost $8.82 Unrealized -12.7%
CTVA CORTEVA INC COM 0.0%
Value ($000) $10 Shares 214 Est. Cost $49.70 Unrealized -6.3%
DLTH DULUTH HLDGS INC COM CL B 0.0%
Value ($000) $10 Shares 1,900 Est. Cost $8.12 Unrealized -35.6%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $10 Shares 40 Est. Cost $186.36 Unrealized +12.4%
GNSS GENASYS INC COM 0.0%
Value ($000) $10 Shares 5,000 Est. Cost $2.89 Unrealized -38.7%
DOV DOVER CORP COM 0.0%
Value ($000) $10 Shares 64 Est. Cost $141.72 Unrealized -3.5%
LIBERTY MEDIA CORP DEL COM LBTY LIV S C 0.0%
Value ($000) $10 Shares 262 Est. Cost $32.16 Unrealized
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $10 Shares 39 Est. Cost $304.63 Unrealized -31.1%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $10 Shares 64 Est. Cost $129.93 Unrealized -6.5%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $10 Shares 187 Est. Cost $40.41 Unrealized +2.3%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $10 Shares 195 Est. Cost $45.71 Unrealized -10.3%
ADBE ADOBE INC COM 0.0%
Value ($000) $10 Shares 16 Est. Cost $576.76 Unrealized 0.0%
MERC MERCER INTL INC COM 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $7.88 Unrealized +5.0%
OC OWENS CORNING NEW COM 0.0%
Value ($000) $9 Shares 63 Est. Cost $91.89 Unrealized +44.2%
ARTY ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF 0.0%
Value ($000) $9 Shares 269 Est. Cost $26.95 Unrealized
CRM SALESFORCE INC COM 0.0%
Value ($000) $9 Shares 35 Est. Cost $189.32 Unrealized +18.1%
FWONA LIBERTY MEDIA CORP DEL COM LBTY ONE S A 0.0%
Value ($000) $9 Shares 157 Est. Cost $56.54 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $9 Shares 43 Est. Cost $162.09 Unrealized +20.1%
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $9 Shares 103 Est. Cost $55.34 Unrealized
VSCO VICTORIAS SECRET AND CO COMMON STOCK 0.0%
Value ($000) $9 Shares 333 Est. Cost $21.21 Unrealized 0.0%
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $6.92 Unrealized 0.0%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $9 Shares 300 Est. Cost $22.86 Unrealized
METV ROUNDHILL BALL METAVERSE ETF 0.0%
Value ($000) $8 Shares 736 Est. Cost $12.24 Unrealized
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $7.23 Unrealized 0.0%
ALC ALCON AG ORD SHS 0.0%
Value ($000) $8 Shares 104 Est. Cost $73.37 Unrealized 0.0%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $55.16 Unrealized +30.9%
PIMCO DYNAMIC INCOME STRATEGY COM SHS BEN INT 0.0%
Value ($000) $8 Shares 393 Est. Cost $9.78 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $8 Shares 102 Est. Cost $29.29 Unrealized -0.9%
TPR TAPESTRY INC COM 0.0%
Value ($000) $8 Shares 212 Est. Cost $39.42 Unrealized -26.0%
MMS MAXIMUS INC COM 0.0%
Value ($000) $8 Shares 93 Est. Cost $76.52 Unrealized +4.2%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $8 Shares 95 Est. Cost $82.16 Unrealized
FTNT FORTINET INC COM 0.0%
Value ($000) $8 Shares 130 Est. Cost $60.67 Unrealized -8.9%
TWLO TWILIO INC CL A 0.0%
Value ($000) $8 Shares 100 Est. Cost $182.23 Unrealized -65.8%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $8 Shares 100 Est. Cost $69.16 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $8 Shares 215 Est. Cost $29.04 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $7 Shares 170 Est. Cost $35.81 Unrealized +12.0%
MFEM PIMCO RAFI DYNAMIC MULTI-FACTOR EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $7 Shares 388 Est. Cost $20.69 Unrealized
APTIV PLC SHS 0.0%
Value ($000) $7 Shares 82 Est. Cost $116.16 Unrealized
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $7 Shares 187 Est. Cost $31.37 Unrealized
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $7 Shares 57 Est. Cost $149.14 Unrealized -24.1%
LIVENT CORP COM 0.0%
Value ($000) $7 Shares 395 Est. Cost $24.00 Unrealized
CDP COPT DEFENSE PROPERTIES SHS BEN INT 0.0%
Value ($000) $7 Shares 275 Est. Cost $21.82 Unrealized
UAN CVR PARTNERS LP COM 0.0%
Value ($000) $7 Shares 104 Est. Cost $65.50 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $6 Shares 13 Est. Cost $445.31 Unrealized 0.0%
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $6 Shares 32 Est. Cost $85.90 Unrealized -2.4%
RIG TRANSOCEAN LTD REG SHS 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $6.69 Unrealized 0.0%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $6 Shares 50 Est. Cost $115.08 Unrealized
SKECHERS U S A INC CL A 0.0%
Value ($000) $6 Shares 100 Est. Cost $20.00 Unrealized
LIBERTY MEDIA CORP DEL COM LBTY LIV S A 0.0%
Value ($000) $6 Shares 163 Est. Cost $31.96 Unrealized
SNDR SCHNEIDER NATIONAL INC CL B 0.0%
Value ($000) $6 Shares 233 Est. Cost $23.38 Unrealized +5.5%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $6 Shares 41 Est. Cost $232.29 Unrealized -43.1%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $6 Shares 113 Est. Cost $50.86 Unrealized
BLUESTAR ISRAEL TECHNOLOGY ETF BLUESTAR ISRAEL TECHNOLOGY FUND 0.0%
Value ($000) $6 Shares 125 Est. Cost $40.00 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $6 Shares 10 Est. Cost $403.55 Unrealized
MPX MARINE PRODS CORP COM 0.0%
Value ($000) $6 Shares 500 Est. Cost $7.79 Unrealized +18.4%
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.0%
Value ($000) $5 Shares 206 Est. Cost $23.61 Unrealized
BATRK ATLANTA BRAVES HLDGS INC COM SER C 0.0%
Value ($000) $5 Shares 138 Est. Cost $37.85 Unrealized -3.6%
ANSYS INC COM 0.0%
Value ($000) $5 Shares 15 Est. Cost $362.87 Unrealized
ICUI ICU MED INC COM 0.0%
Value ($000) $5 Shares 54 Est. Cost $205.72 Unrealized -52.5%
NFLX NETFLIX INC COM 0.0%
Value ($000) $5 Shares 11 Est. Cost $43.65 Unrealized 0.0%
TRMB TRIMBLE INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $65.65 Unrealized -27.4%
FDHY FIDELITY HIGH YIELD FACTOR ETF 0.0%
Value ($000) $5 Shares 111 Est. Cost $47.81 Unrealized
FMX FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS 0.0%
Value ($000) $5 Shares 40 Est. Cost $130.35 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $5 Shares 80 Est. Cost $21.72 Unrealized
LEN LENNAR CORP CL A 0.0%
Value ($000) $5 Shares 34 Est. Cost $116.88 Unrealized 0.0%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $5 Shares 94 Est. Cost $31.76 Unrealized +36.8%
DXR DAXOR CORP COM 0.0%
Value ($000) $5 Shares 500 Est. Cost $8.31 Unrealized 0.0%
JETS U.S. GLOBAL JETS ETF 0.0%
Value ($000) $5 Shares 250 Est. Cost $18.63 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $5 Shares 16 Est. Cost $133.70 Unrealized 0.0%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $5 Shares 29 Est. Cost $132.88 Unrealized +8.5%
HANESBRANDS INC COM 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $4.46 Unrealized
SLVM SYLVAMO CORP COMMON STOCK 0.0%
Value ($000) $4 Shares 90 Est. Cost $43.77 Unrealized 0.0%
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $4 Shares 63 Est. Cost $47.62 Unrealized
SAP SAP SE SPON ADR 0.0%
Value ($000) $4 Shares 28 Est. Cost $154.61 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $4 Shares 60 Est. Cost $179.93 Unrealized -63.2%
SPRU SPRUCE POWER HOLDING CORP COM NEW 0.0%
Value ($000) $4 Shares 975 Est. Cost $4.19 Unrealized 0.0%
NAT NORDIC AMERICAN TANKERS LIMITE COM 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $4.25 Unrealized 0.0%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $4 Shares 15 Est. Cost $486.73 Unrealized -51.3%
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.0%
Value ($000) $4 Shares 41 Est. Cost $96.14 Unrealized
GOLF ACUSHNET HLDGS CORP COM 0.0%
Value ($000) $4 Shares 64 Est. Cost $52.56 Unrealized +6.9%
RPM RPM INTL INC COM 0.0%
Value ($000) $4 Shares 36 Est. Cost $101.02 Unrealized 0.0%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $4 Shares 86 Est. Cost $16.71 Unrealized
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $4 Shares 61 Est. Cost $61.26 Unrealized -20.3%
MET METLIFE INC COM 0.0%
Value ($000) $4 Shares 58 Est. Cost $55.38 Unrealized +6.1%
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $4 Shares 108 Est. Cost $11.49 Unrealized
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $4 Shares 172 Est. Cost $19.21 Unrealized 0.0%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $4 Shares 5 Est. Cost $757.00 Unrealized
AA ALCOA CORP COM 0.0%
Value ($000) $4 Shares 111 Est. Cost $26.37 Unrealized 0.0%
CPNG COUPANG INC CL A 0.0%
Value ($000) $4 Shares 220 Est. Cost $40.95 Unrealized -59.7%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $3 Shares 4 Est. Cost $756.34 Unrealized 0.0%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $3 Shares 165 Est. Cost $25.37 Unrealized -39.4%
EQIX EQUINIX INC COM 0.0%
Value ($000) $3 Shares 4 Est. Cost $733.71 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 52 Est. Cost $52.31 Unrealized 0.0%
ADSK AUTODESK INC COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $215.94 Unrealized 0.0%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $106.01 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $264.03 Unrealized 0.0%
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $3 Shares 150 Est. Cost $16.75 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $119.93 Unrealized 0.0%
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 0.0%
Value ($000) $3 Shares 62 Est. Cost $32.97 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.0%
Value ($000) $3 Shares 336 Est. Cost $9.11 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $3 Shares 47 Est. Cost $64.61 Unrealized -7.2%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $3 Shares 9 Est. Cost $298.09 Unrealized 0.0%
CITIUS PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $3 Shares 4,000 Est. Cost $1.17 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $53.44 Unrealized 0.0%
BXP BOSTON PROPERTIES INC COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $68.07 Unrealized -23.0%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $3 Shares 10 Est. Cost $238.09 Unrealized 0.0%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $96.52 Unrealized +35.5%
TGT TARGET CORP COM 0.0%
Value ($000) $3 Shares 19 Est. Cost $113.03 Unrealized 0.0%
EBAY EBAY INC. COM 0.0%
Value ($000) $3 Shares 62 Est. Cost $48.99 Unrealized -18.7%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 6 Est. Cost $401.38 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $186.95 Unrealized 0.0%
CEMB ISHARES J.P. MORGAN EM CORPORATE BOND ETF 0.0%
Value ($000) $3 Shares 60 Est. Cost $42.37 Unrealized
WCC WESCO INTL INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $41.44 Unrealized +254.2%
PRAA PRA GROUP INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $34.84 Unrealized -46.3%
HDB HDFC BANK LTD SPONSORED ADS 0.0%
Value ($000) $3 Shares 39 Est. Cost $67.10 Unrealized
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $3 Shares 11 Est. Cost $196.33 Unrealized 0.0%
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS 0.0%
Value ($000) $3 Shares 302 Est. Cost $8.61 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $3 Shares 55 Est. Cost $50.58 Unrealized -20.6%
TDUP THREDUP INC CL A 0.0%
Value ($000) $2 Shares 1,100 Est. Cost $4.56 Unrealized -43.0%
ELS EQUITY LIFESTYLE PPTYS INC COM 0.0%
Value ($000) $2 Shares 35 Est. Cost $70.54 Unrealized
CFR CULLEN FROST BANKERS INC COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $90.62 Unrealized 0.0%
FTRE FORTREA HLDGS INC COMMON STOCK 0.0%
Value ($000) $2 Shares 68 Est. Cost $29.59 Unrealized +3.3%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $2 Shares 16 Est. Cost $127.17 Unrealized 0.0%
KNG FT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 0.0%
Value ($000) $2 Shares 45 Est. Cost $50.76 Unrealized
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $2 Shares 40 Est. Cost $75.00 Unrealized
CONTAINER STORE GROUP INC COM 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.28 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $116.26 Unrealized -4.3%
NIO NIO INC SPON ADS 0.0%
Value ($000) $2 Shares 250 Est. Cost $42.20 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $2 Shares 106 Est. Cost $15.05 Unrealized +13.5%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $114.28 Unrealized -20.5%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $2 Shares 100 Est. Cost $22.79 Unrealized
OSK OSHKOSH CORP COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $92.94 Unrealized 0.0%
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $2 Shares 53 Est. Cost $37.74 Unrealized
TUPPERWARE BRANDS CORP COM 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.00 Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $58.21 Unrealized +25.8%
HYD VANECK HIGH YIELD MUNI ETF 0.0%
Value ($000) $2 Shares 37 Est. Cost $51.25 Unrealized
BNTX BIONTECH SE SPONSORED ADS 0.0%
Value ($000) $2 Shares 18 Est. Cost $105.56 Unrealized
LITHIUM AMERICAS ARGENTINA COR COM SHS 0.0%
Value ($000) $2 Shares 300 Est. Cost $17.01 Unrealized
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $2 Shares 100 Est. Cost $25.42 Unrealized -41.2%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $2 Shares 36 Est. Cost $43.94 Unrealized
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $108.49 Unrealized 0.0%
VFC V F CORP COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $82.19 Unrealized -79.1%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $154.96 Unrealized -17.1%
KLG WK KELLOGG CO COM SHS 0.0%
Value ($000) $2 Shares 139 Est. Cost $13.14 Unrealized
MSGS MADISON SQUARE GRDN SPRT CORP CL A 0.0%
Value ($000) $2 Shares 10 Est. Cost $186.23 Unrealized -7.0%
TLK P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 0.0%
Value ($000) $2 Shares 67 Est. Cost $25.76 Unrealized
GMAB GENMAB A/S SPONSORED ADS 0.0%
Value ($000) $2 Shares 54 Est. Cost $31.83 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $53.46 Unrealized -15.1%
ABEV AMBEV SA SPONSORED ADR 0.0%
Value ($000) $2 Shares 597 Est. Cost $2.80 Unrealized
IBN ICICI BANK LIMITED ADR 0.0%
Value ($000) $2 Shares 70 Est. Cost $23.84 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 21 Est. Cost $78.87 Unrealized
ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVEST 0.0%
Value ($000) $2 Shares 500 Est. Cost $32.17 Unrealized
CBSH COMMERCE BANCSHARES INC COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $41.46 Unrealized 0.0%
WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR 0.0%
Value ($000) $2 Shares 75 Est. Cost $26.67 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $2 Shares 13 Est. Cost Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $2 Shares 24 Est. Cost $49.42 Unrealized
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $58.40 Unrealized -52.6%
XP XP INC CL A 0.0%
Value ($000) $1 Shares 55 Est. Cost $22.82 Unrealized 0.0%
SPLUNK INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $152.33 Unrealized
BAP CREDICORP LTD COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $120.19 Unrealized 0.0%
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $1 Shares 29 Est. Cost $41.67 Unrealized
FUL FULLER H B CO COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $38.88 Unrealized +84.1%
OATLY GROUP AB SPONSORED ADS 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.18 Unrealized
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $1 Shares 35 Est. Cost $33.86 Unrealized
BDN BRANDYWINE RLTY TR SH BEN INT NEW 0.0%
Value ($000) $1 Shares 200 Est. Cost $10.00 Unrealized
BEEM BEAM GLOBAL COM 0.0%
Value ($000) $1 Shares 150 Est. Cost $36.44 Unrealized -82.8%
IRDM IRIDIUM COMMUNICATIONS INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $37.30 Unrealized +6.1%
MANU MANCHESTER UTD PLC NEW ORD CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $18.96 Unrealized 0.0%
VINTAGE WINE ESTATES INC COM 0.0%
Value ($000) $1 Shares 2,000 Est. Cost $0.57 Unrealized
BIOTRICITY INC COM NEW 0.0%
Value ($000) $1 Shares 834 Est. Cost $0.47 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $110.43 Unrealized 0.0%
WAB WABTEC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $98.21 Unrealized +13.7%
CMPS COMPASS PATHWAYS PLC SPONSORED ADS 0.0%
Value ($000) $1 Shares 100 Est. Cost $40.00 Unrealized
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $36.79 Unrealized +39.7%
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $76.19 Unrealized -42.8%
VRE VERIS RESIDENTIAL INC COM 0.0%
Value ($000) $1 Shares 53 Est. Cost Unrealized
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $1 Shares 81 Est. Cost $13.13 Unrealized -36.0%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $1 Shares 90 Est. Cost $9.46 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $38.46 Unrealized
ACHR ARCHER AVIATION INC COM CL A 0.0%
Value ($000) $1 Shares 100 Est. Cost $2.70 Unrealized +110.4%
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $1 Shares 15 Est. Cost Unrealized
AMCX AMC NETWORKS INC CL A 0.0%
Value ($000) $1 Shares 31 Est. Cost $18.71 Unrealized -20.8%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $47.18 Unrealized
BATRA ATLANTA BRAVES HLDGS INC COM SER A 0.0%
Value ($000) $1 Shares 13 Est. Cost $42.37 Unrealized -5.5%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $1 Shares 2 Est. Cost $278.07 Unrealized
SPHR SPHERE ENTERTAINMENT CO CL A 0.0%
Value ($000) $1 Shares 16 Est. Cost $24.97 Unrealized +39.4%
VREX VAREX IMAGING CORP COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $25.76 Unrealized -25.9%
MSGE MADISON SQUARE GARDEN ENTMT COM CL A 0.0%
Value ($000) $1 Shares 16 Est. Cost $33.03 Unrealized -5.9%
TXG 10X GENOMICS INC CL A COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $87.48 Unrealized -50.3%
AAOI APPLIED OPTOELECTRONICS INC COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $9.12 Unrealized +43.3%
CYCLO THERAPEUTICS INC COM NEW 0.0%
Value ($000) $0 Shares 300 Est. Cost Unrealized
APREA THERAPEUTICS INC COM NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost $4.44 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $0 Shares 7 Est. Cost $142.86 Unrealized
OI O-I GLASS INC COM 0.0%
Value ($000) $0 Shares 27 Est. Cost $10.91 Unrealized +41.3%
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $0 Shares 5 Est. Cost $73.75 Unrealized 0.0%
CLNE CLEAN ENERGY FUELS CORP COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.32 Unrealized -64.7%
MIND MEDICINE MINDMED INC COM NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $50.33 Unrealized
IFGL ISHARES INTERNATIONAL DEVELOPED REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
ATON PORTAGE BIOTECH INC COM 0.0%
Value ($000) $0 Shares 150 Est. Cost $377.13 Unrealized -91.2%
PBR/A PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTG 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $24.78 Unrealized +22.5%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $0 Shares 8 Est. Cost $26.93 Unrealized -54.2%
ZEVY LIGHTNING EMOTORS INC COM 0.0%
Value ($000) $0 Shares 335 Est. Cost $4.53 Unrealized -88.6%
NEKTAR THERAPEUTICS COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized
CGC CANOPY GROWTH CORP COM NEW 0.0%
Value ($000) $0 Shares 11 Est. Cost $5.96 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 21 Est. Cost $2.20 Unrealized -35.6%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $18.30 Unrealized -31.4%
LILAK LIBERTY LATIN AMERICA LTD COM CL C 0.0%
Value ($000) $0 Shares 3 Est. Cost $16.97 Unrealized -58.0%
AGENUS INC COM NEW 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
RIBT RICEBRAN TECHNOLOGIES COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $2.90 Unrealized -89.9%