Princeton Global Asset Management LLC Diversified Active

CIK: 0001767349 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 24, 2025

Total Value ($000): $534,770 (100.0% shares, 0.0% debt)

Holdings (653)

AVGO BROADCOM INC COM 6.3%
Value ($000) $33,452 Shares 144,287 Est. Cost $146.06 Unrealized +25.2%
MSFT MICROSOFT CORP COM 5.2%
Value ($000) $27,855 Shares 66,086 Est. Cost $166.89 Unrealized +153.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 3.8%
Value ($000) $20,526 Shares 103,932 Est. Cost $62.77 Unrealized
BX BLACKSTONE INC COM 3.4%
Value ($000) $17,936 Shares 104,024 Est. Cost $50.71 Unrealized +232.9%
JPM JPMORGAN CHASE & CO. COM 2.9%
Value ($000) $15,440 Shares 64,411 Est. Cost $107.53 Unrealized +112.1%
AAPL APPLE INC COM 2.8%
Value ($000) $14,721 Shares 58,784 Est. Cost $152.33 Unrealized +53.9%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 2.3%
Value ($000) $12,407 Shares 202,273 Est. Cost $47.04 Unrealized
GOOGL ALPHABET INC CAP STK CL A 2.2%
Value ($000) $12,019 Shares 63,490 Est. Cost $115.34 Unrealized +51.0%
UNH UNITEDHEALTH GROUP INC COM 2.2%
Value ($000) $11,812 Shares 23,351 Est. Cost $286.49 Unrealized +93.0%
CRH CRH PLC ORD 2.0%
Value ($000) $10,926 Shares 118,092 Est. Cost $56.45 Unrealized +68.8%
PWR QUANTA SVCS INC COM 2.0%
Value ($000) $10,819 Shares 34,231 Est. Cost $167.46 Unrealized +91.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.0%
Value ($000) $10,818 Shares 23,866 Est. Cost $239.86 Unrealized +92.5%
V VISA INC COM CL A 1.7%
Value ($000) $9,320 Shares 29,491 Est. Cost $184.19 Unrealized +62.0%
JNJ JOHNSON & JOHNSON COM 1.7%
Value ($000) $9,016 Shares 62,343 Est. Cost $141.83 Unrealized +5.5%
ETR ENTERGY CORP NEW COM 1.5%
Value ($000) $7,930 Shares 104,586 Est. Cost $69.87 Unrealized +0.1%
ORCL ORACLE CORP COM 1.4%
Value ($000) $7,710 Shares 46,265 Est. Cost $97.31 Unrealized +80.7%
ACN ACCENTURE PLC IRELAND SHS CLASS A 1.4%
Value ($000) $7,220 Shares 20,525 Est. Cost $227.18 Unrealized +56.2%
CB CHUBB LIMITED COM 1.3%
Value ($000) $7,068 Shares 25,581 Est. Cost $173.69 Unrealized +62.0%
WSO WATSCO INC COM 1.3%
Value ($000) $6,886 Shares 14,530 Est. Cost $247.68 Unrealized +104.5%
CSL CARLISLE COS INC COM 1.3%
Value ($000) $6,868 Shares 18,622 Est. Cost $179.31 Unrealized +139.4%
ETN EATON CORP PLC SHS 1.3%
Value ($000) $6,829 Shares 20,576 Est. Cost $163.48 Unrealized +112.3%
AMZN AMAZON COM INC COM 1.3%
Value ($000) $6,691 Shares 30,497 Est. Cost $153.47 Unrealized +33.3%
GOOG ALPHABET INC CAP STK CL C 1.2%
Value ($000) $6,582 Shares 34,564 Est. Cost $128.20 Unrealized +37.0%
GLD SPDR GOLD SHARES 1.2%
Value ($000) $6,172 Shares 25,490 Est. Cost $156.49 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 1.1%
Value ($000) $6,094 Shares 15,132 Est. Cost $212.69 Unrealized +117.9%
LIN LINDE PLC SHS 1.1%
Value ($000) $5,982 Shares 14,288 Est. Cost $332.34 Unrealized +35.0%
ABBV ABBVIE INC COM 1.0%
Value ($000) $5,319 Shares 29,932 Est. Cost $79.52 Unrealized +123.1%
TPR TAPESTRY INC COM 1.0%
Value ($000) $5,318 Shares 81,403 Est. Cost $40.91 Unrealized +30.8%
PG PROCTER AND GAMBLE CO COM 0.9%
Value ($000) $4,662 Shares 27,808 Est. Cost $157.02 Unrealized +5.5%
SONY SONY GROUP CORP SPONSORED ADR 0.9%
Value ($000) $4,570 Shares 215,967 Est. Cost $28.41 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.8%
Value ($000) $4,478 Shares 77,840 Est. Cost $35.49 Unrealized
PKG PACKAGING CORP AMER COM 0.8%
Value ($000) $4,309 Shares 19,142 Est. Cost $104.39 Unrealized +115.1%
HD HOME DEPOT INC COM 0.8%
Value ($000) $4,279 Shares 11,002 Est. Cost $229.32 Unrealized +73.2%
BAC BANK AMERICA CORP COM 0.8%
Value ($000) $4,196 Shares 95,467 Est. Cost $26.25 Unrealized +63.1%
VMC VULCAN MATLS CO COM 0.8%
Value ($000) $4,155 Shares 16,154 Est. Cost $137.43 Unrealized +94.1%
TMO THERMO FISHER SCIENTIFIC INC COM 0.8%
Value ($000) $4,056 Shares 7,796 Est. Cost $321.84 Unrealized +70.1%
LMT LOCKHEED MARTIN CORP COM 0.8%
Value ($000) $4,051 Shares 8,337 Est. Cost $326.96 Unrealized +61.2%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.7%
Value ($000) $4,004 Shares 17,710 Est. Cost $126.69 Unrealized +73.5%
BKNG BOOKING HOLDINGS INC COM 0.7%
Value ($000) $3,965 Shares 798 Est. Cost $3691.35 Unrealized +29.1%
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.7%
Value ($000) $3,880 Shares 68,811 Est. Cost $50.54 Unrealized
KO COCA COLA CO COM 0.7%
Value ($000) $3,822 Shares 61,389 Est. Cost $55.34 Unrealized +14.0%
ICSH ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF 0.7%
Value ($000) $3,775 Shares 74,853 Est. Cost $45.85 Unrealized
NEE NEXTERA ENERGY INC COM 0.7%
Value ($000) $3,612 Shares 50,379 Est. Cost $62.86 Unrealized +19.4%
QLTY GMO U.S. QUALITY ETF 0.6%
Value ($000) $3,449 Shares 107,889 Est. Cost $31.19 Unrealized
MPC MARATHON PETE CORP COM 0.6%
Value ($000) $3,425 Shares 24,551 Est. Cost $83.94 Unrealized +77.3%
EOG EOG RES INC COM 0.6%
Value ($000) $3,284 Shares 26,792 Est. Cost $88.35 Unrealized +39.6%
PCAR PACCAR INC COM 0.6%
Value ($000) $3,077 Shares 29,580 Est. Cost $61.26 Unrealized +69.5%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.6%
Value ($000) $3,077 Shares 10,616 Est. Cost $279.12 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.6%
Value ($000) $3,040 Shares 59,753 Est. Cost $50.59 Unrealized
NVDA NVIDIA CORPORATION COM 0.5%
Value ($000) $2,868 Shares 21,357 Est. Cost $101.80 Unrealized +35.3%
NOC NORTHROP GRUMMAN CORP COM 0.5%
Value ($000) $2,846 Shares 6,065 Est. Cost $313.94 Unrealized +57.0%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.5%
Value ($000) $2,774 Shares 53,120 Est. Cost $46.84 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.5%
Value ($000) $2,770 Shares 101,386 Est. Cost $42.81 Unrealized
KVUE KENVUE INC COM 0.5%
Value ($000) $2,755 Shares 129,050 Est. Cost $20.74 Unrealized +4.5%
IEFA ISHARES CORE MSCI EAFE ETF 0.5%
Value ($000) $2,651 Shares 37,717 Est. Cost $76.73 Unrealized
INTU INTUIT COM 0.5%
Value ($000) $2,517 Shares 4,006 Est. Cost $630.14 Unrealized +0.7%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.5%
Value ($000) $2,461 Shares 47,599 Est. Cost $52.29 Unrealized
RSG REPUBLIC SVCS INC COM 0.4%
Value ($000) $2,359 Shares 11,724 Est. Cost $138.31 Unrealized +47.7%
PEP PEPSICO INC COM 0.4%
Value ($000) $2,327 Shares 15,301 Est. Cost $127.21 Unrealized +23.1%
FIS FIDELITY NATL INFORMATION SVCS COM 0.4%
Value ($000) $2,313 Shares 28,637 Est. Cost $83.93 Unrealized 0.0%
LRCX LAM RESEARCH CORP COM NEW 0.4%
Value ($000) $2,248 Shares 31,121 Est. Cost $74.98 Unrealized 0.0%
TOTALENERGIES SE SPONSORED ADS 0.4%
Value ($000) $2,205 Shares 40,461 Est. Cost $54.05 Unrealized
CRM SALESFORCE INC COM 0.4%
Value ($000) $2,123 Shares 6,349 Est. Cost $314.19 Unrealized +0.8%
PFFV GLOBAL X VARIABLE RATE PREFERRED ETF 0.4%
Value ($000) $2,082 Shares 88,326 Est. Cost $27.24 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.4%
Value ($000) $2,076 Shares 17,673 Est. Cost $116.95 Unrealized
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 0.4%
Value ($000) $1,945 Shares 33,964 Est. Cost $38.66 Unrealized
OWL BLUE OWL CAPITAL INC COM CL A 0.3%
Value ($000) $1,773 Shares 76,225 Est. Cost $22.89 Unrealized 0.0%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.3%
Value ($000) $1,755 Shares 72,932 Est. Cost $36.02 Unrealized
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.3%
Value ($000) $1,702 Shares 67,939 Est. Cost $25.43 Unrealized
QUS SPDR MSCI USA STRATEGICFACTORS ETF 0.3%
Value ($000) $1,697 Shares 10,957 Est. Cost $95.34 Unrealized
ABT ABBOTT LABS COM 0.3%
Value ($000) $1,665 Shares 14,723 Est. Cost $89.90 Unrealized +26.1%
APH AMPHENOL CORP NEW CL A 0.3%
Value ($000) $1,634 Shares 23,532 Est. Cost $52.81 Unrealized +31.3%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.3%
Value ($000) $1,625 Shares 15,727 Est. Cost $98.58 Unrealized
VTV VANGUARD VALUE ETF 0.3%
Value ($000) $1,574 Shares 9,300 Est. Cost $170.85 Unrealized
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.3%
Value ($000) $1,570 Shares 38,845 Est. Cost $36.99 Unrealized
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 0.3%
Value ($000) $1,502 Shares 45,221 Est. Cost $31.32 Unrealized
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF 0.3%
Value ($000) $1,461 Shares 78,137 Est. Cost $20.19 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.3%
Value ($000) $1,416 Shares 6,668 Est. Cost $217.77 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION COM 0.3%
Value ($000) $1,410 Shares 20,663 Est. Cost $72.08 Unrealized +3.2%
BN BROOKFIELD CORP CL A LTD VT SH 0.3%
Value ($000) $1,384 Shares 24,087 Est. Cost $21.90 Unrealized +70.8%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.3%
Value ($000) $1,365 Shares 30,997 Est. Cost $47.11 Unrealized
MRK MERCK & CO INC COM 0.3%
Value ($000) $1,342 Shares 13,487 Est. Cost $81.65 Unrealized +20.9%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $1,323 Shares 2,455 Est. Cost $480.63 Unrealized
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.2%
Value ($000) $1,306 Shares 618 Est. Cost $2085.37 Unrealized 0.0%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.2%
Value ($000) $1,287 Shares 10,153 Est. Cost $116.27 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.2%
Value ($000) $1,264 Shares 13,047 Est. Cost $99.82 Unrealized
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $1,236 Shares 11,490 Est. Cost $54.35 Unrealized +106.7%
IJH ISHARES CORE S&P MID-CAP ETF 0.2%
Value ($000) $1,201 Shares 19,268 Est. Cost $70.95 Unrealized
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.2%
Value ($000) $1,178 Shares 23,238 Est. Cost $50.92 Unrealized
DGRS WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND 0.2%
Value ($000) $1,150 Shares 22,455 Est. Cost $46.23 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.2%
Value ($000) $1,143 Shares 1,942 Est. Cost $566.29 Unrealized
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $1,140 Shares 5,047 Est. Cost $157.03 Unrealized +29.6%
IJR ISHARES CORE S&P SMALL CAP ETF 0.2%
Value ($000) $1,122 Shares 9,734 Est. Cost $114.72 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value ($000) $1,102 Shares 1,924 Est. Cost $245.09 Unrealized +122.3%
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.2%
Value ($000) $1,073 Shares 43,085 Est. Cost $25.01 Unrealized
GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF 0.2%
Value ($000) $1,016 Shares 13,153 Est. Cost $49.81 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.2%
Value ($000) $978 Shares 9,722 Est. Cost $105.49 Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.2%
Value ($000) $940 Shares 3,865 Est. Cost $137.18 Unrealized
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $910 Shares 993 Est. Cost $482.25 Unrealized +91.3%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.2%
Value ($000) $905 Shares 10,717 Est. Cost $48.85 Unrealized +74.6%
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND 0.2%
Value ($000) $901 Shares 17,421 Est. Cost $52.88 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.2%
Value ($000) $882 Shares 36,799 Est. Cost $25.77 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.2%
Value ($000) $880 Shares 4,183 Est. Cost $187.43 Unrealized +25.1%
SCHM SCHWAB U.S. MID-CAP ETF 0.2%
Value ($000) $871 Shares 31,436 Est. Cost $36.42 Unrealized
DIVB ISHARES CORE DIVIDEND ETF 0.2%
Value ($000) $870 Shares 18,364 Est. Cost $37.74 Unrealized
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $859 Shares 4,579 Est. Cost $123.39 Unrealized +56.5%
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $822 Shares 2,833 Est. Cost $198.89 Unrealized +52.9%
WST WEST PHARMACEUTICAL SVSC INC COM 0.2%
Value ($000) $821 Shares 2,507 Est. Cost $261.51 Unrealized +19.9%
CSCO CISCO SYS INC COM 0.2%
Value ($000) $812 Shares 13,724 Est. Cost $39.64 Unrealized +39.7%
LOW LOWES COS INC COM 0.1%
Value ($000) $786 Shares 3,184 Est. Cost $161.90 Unrealized +61.5%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $769 Shares 15,270 Est. Cost $49.39 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $752 Shares 9,940 Est. Cost $24.24 Unrealized +140.3%
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $710 Shares 20,742 Est. Cost $32.04 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $706 Shares 7,985 Est. Cost $87.62 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $673 Shares 2,269 Est. Cost $111.10 Unrealized +155.2%
IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF 0.1%
Value ($000) $657 Shares 26,713 Est. Cost $25.22 Unrealized
CI THE CIGNA GROUP COM 0.1%
Value ($000) $648 Shares 2,346 Est. Cost $226.20 Unrealized +37.7%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $622 Shares 2,676 Est. Cost $142.00 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $619 Shares 5,142 Est. Cost $58.18 Unrealized +107.3%
XYL XYLEM INC COM 0.1%
Value ($000) $613 Shares 5,280 Est. Cost $82.73 Unrealized +50.7%
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.1%
Value ($000) $606 Shares 6,538 Est. Cost $77.82 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.1%
Value ($000) $602 Shares 5,710 Est. Cost $104.63 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $560 Shares 1,394 Est. Cost $375.38 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.1%
Value ($000) $552 Shares 19,803 Est. Cost $40.96 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.1%
Value ($000) $550 Shares 9,914 Est. Cost $60.86 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.1%
Value ($000) $538 Shares 11,247 Est. Cost $33.25 Unrealized
DTE DTE ENERGY CO COM 0.1%
Value ($000) $520 Shares 4,305 Est. Cost $84.60 Unrealized +40.0%
IYY ISHARES DOW JONES U.S. ETF 0.1%
Value ($000) $515 Shares 3,600 Est. Cost $108.03 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $511 Shares 872 Est. Cost $239.56 Unrealized
HUBB HUBBELL INC COM 0.1%
Value ($000) $487 Shares 1,163 Est. Cost $279.56 Unrealized +57.3%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $477 Shares 2,927 Est. Cost $131.83 Unrealized +33.8%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $457 Shares 2,808 Est. Cost $202.36 Unrealized -11.5%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.1%
Value ($000) $455 Shares 3,517 Est. Cost $129.93 Unrealized
UITB VICTORYSHARES CORE INTERMEDIATE BOND ETF 0.1%
Value ($000) $452 Shares 9,836 Est. Cost $47.18 Unrealized
LLY ELI LILLY & CO COM 0.1%
Value ($000) $451 Shares 584 Est. Cost $248.04 Unrealized +231.0%
CMI CUMMINS INC COM 0.1%
Value ($000) $446 Shares 1,278 Est. Cost $231.49 Unrealized +48.4%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $441 Shares 3,873 Est. Cost $90.64 Unrealized +34.6%
ECL ECOLAB INC COM 0.1%
Value ($000) $440 Shares 1,879 Est. Cost $168.98 Unrealized +45.3%
WSM WILLIAMS SONOMA INC COM 0.1%
Value ($000) $438 Shares 2,364 Est. Cost $155.03 Unrealized +0.7%
GLW CORNING INC COM 0.1%
Value ($000) $432 Shares 9,093 Est. Cost $28.20 Unrealized +64.4%
NTR NUTRIEN LTD COM 0.1%
Value ($000) $430 Shares 9,610 Est. Cost $62.98 Unrealized -27.0%
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value ($000) $429 Shares 4,093 Est. Cost $67.25 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.1%
Value ($000) $424 Shares 16,250 Est. Cost $33.26 Unrealized
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 0.1%
Value ($000) $413 Shares 17,141 Est. Cost $24.06 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value ($000) $411 Shares 3,225 Est. Cost $101.25 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $407 Shares 4,750 Est. Cost $63.13 Unrealized
MTB M & T BK CORP COM 0.1%
Value ($000) $399 Shares 2,124 Est. Cost $148.94 Unrealized +29.0%
T AT&T INC COM 0.1%
Value ($000) $380 Shares 16,710 Est. Cost $15.54 Unrealized +38.4%
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 0.1%
Value ($000) $378 Shares 3,165 Est. Cost $84.71 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $376 Shares 1,603 Est. Cost $148.41 Unrealized +67.4%
ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF 0.1%
Value ($000) $361 Shares 13,570 Est. Cost $26.58 Unrealized
FIW FIRST TRUST WATER ETF 0.1%
Value ($000) $339 Shares 3,320 Est. Cost $57.20 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.1%
Value ($000) $334 Shares 6,162 Est. Cost $27.10 Unrealized +92.3%
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 0.1%
Value ($000) $325 Shares 4,781 Est. Cost $66.24 Unrealized
META META PLATFORMS INC CL A 0.1%
Value ($000) $323 Shares 552 Est. Cost $511.28 Unrealized +14.4%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $319 Shares 1,444 Est. Cost $207.72 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $310 Shares 7,754 Est. Cost $38.24 Unrealized +3.0%
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $298 Shares 560 Est. Cost $117.64 Unrealized +347.5%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $296 Shares 5,661 Est. Cost $25.53 Unrealized +91.2%
ACWI ISHARES MSCI ACWI ETF 0.1%
Value ($000) $286 Shares 2,435 Est. Cost $82.80 Unrealized
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $284 Shares 1,406 Est. Cost $140.90 Unrealized +49.8%
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $281 Shares 3,146 Est. Cost $64.24 Unrealized +47.5%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $275 Shares 4,606 Est. Cost $48.72 Unrealized +30.6%
MTX MINERALS TECHNOLOGIES INC COM 0.1%
Value ($000) $274 Shares 3,600 Est. Cost $54.02 Unrealized +44.4%
QQQ INVESCO QQQ TRUST SERIES I 0.1%
Value ($000) $272 Shares 533 Est. Cost $437.20 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $271 Shares 2,101 Est. Cost $117.11 Unrealized +9.6%
GPIX S&P 500 CORE PREMIUM INCOME ETF 0.1%
Value ($000) $270 Shares 5,450 Est. Cost $47.61 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $269 Shares 3,312 Est. Cost $82.18 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $267 Shares 1,495 Est. Cost $78.18 Unrealized +118.3%
SO SOUTHERN CO COM 0.0%
Value ($000) $260 Shares 3,160 Est. Cost $62.35 Unrealized +35.5%
PHYS SPROTT PHYSICAL GOLD TR UNIT 0.0%
Value ($000) $260 Shares 12,900 Est. Cost $14.25 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $256 Shares 4,818 Est. Cost $37.57 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value ($000) $252 Shares 6,799 Est. Cost $31.34 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $251 Shares 8,010 Est. Cost $24.08 Unrealized
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $251 Shares 2,525 Est. Cost $40.69 Unrealized +125.6%
GOOD GLADSTONE COMMERCIAL CORP COM 0.0%
Value ($000) $250 Shares 15,424 Est. Cost $14.34 Unrealized
QEFA SPDR MSCI EAFE STRATEGICFACTORS ETF 0.0%
Value ($000) $246 Shares 3,390 Est. Cost $60.45 Unrealized
FTAI FTAI AVIATION LTD SHS 0.0%
Value ($000) $243 Shares 1,687 Est. Cost $78.19 Unrealized +86.5%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $241 Shares 3,800 Est. Cost $56.42 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $239 Shares 2,781 Est. Cost $103.18 Unrealized
ISHARES IBONDS DEC 2025 TERM TREASURY ETF 0.0%
Value ($000) $235 Shares 10,095 Est. Cost $23.29 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $235 Shares 1,326 Est. Cost $169.20 Unrealized -7.2%
CW CURTISS WRIGHT CORP COM 0.0%
Value ($000) $224 Shares 630 Est. Cost $111.72 Unrealized +221.6%
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value ($000) $217 Shares 17,100 Est. Cost $10.77 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $215 Shares 1,630 Est. Cost $117.77 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $208 Shares 4,878 Est. Cost $43.01 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $208 Shares 709 Est. Cost $234.62 Unrealized +22.7%
TSLA TESLA INC COM 0.0%
Value ($000) $207 Shares 513 Est. Cost $216.83 Unrealized +48.4%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $202 Shares 1,033 Est. Cost $153.95 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $201 Shares 555 Est. Cost $168.63 Unrealized +126.4%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $195 Shares 4,072 Est. Cost $50.43 Unrealized
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 0.0%
Value ($000) $194 Shares 4,009 Est. Cost $41.64 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value ($000) $184 Shares 634 Est. Cost $173.12 Unrealized +67.6%
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $184 Shares 2,113 Est. Cost $72.97 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $178 Shares 168 Est. Cost $164.40 Unrealized +23.2%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $178 Shares 1,697 Est. Cost $82.15 Unrealized +26.6%
IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF 0.0%
Value ($000) $176 Shares 6,900 Est. Cost $25.58 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $175 Shares 985 Est. Cost $114.90 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $171 Shares 780 Est. Cost $117.88 Unrealized +83.5%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $171 Shares 2,617 Est. Cost $61.12 Unrealized
MGC VANGUARD MEGA CAP ETF 0.0%
Value ($000) $170 Shares 800 Est. Cost $109.23 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $168 Shares 2,765 Est. Cost $64.40 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $167 Shares 632 Est. Cost $255.16 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $164 Shares 260 Est. Cost $348.44 Unrealized +92.0%
NFBK NORTHFIELD BANCORP INC DEL COM 0.0%
Value ($000) $164 Shares 14,076 Est. Cost $12.34 Unrealized -5.2%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $161 Shares 1,115 Est. Cost $132.28 Unrealized +10.0%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $159 Shares 2,861 Est. Cost $54.43 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $156 Shares 1,132 Est. Cost $98.55 Unrealized
GBIL ACCESS TREASURY 0-1 YEAR ETF 0.0%
Value ($000) $154 Shares 1,545 Est. Cost $100.16 Unrealized
NULG NUVEEN ESG LARGE-CAP GROWTH ETF 0.0%
Value ($000) $154 Shares 1,796 Est. Cost $85.84 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $154 Shares 2,550 Est. Cost $59.34 Unrealized +1.6%
WMT WALMART INC COM 0.0%
Value ($000) $147 Shares 1,626 Est. Cost $63.93 Unrealized +34.2%
CEMB ISHARES J.P. MORGAN EM CORPORATE BOND ETF 0.0%
Value ($000) $144 Shares 3,238 Est. Cost $45.36 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $143 Shares 497 Est. Cost $283.49 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $138 Shares 575 Est. Cost $89.41 Unrealized +159.4%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $137 Shares 1,384 Est. Cost $95.81 Unrealized +6.8%
IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF 0.0%
Value ($000) $135 Shares 6,642 Est. Cost $20.84 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $128 Shares 1,189 Est. Cost $89.25 Unrealized +21.9%
BLK BLACKROCK INC COM 0.0%
Value ($000) $128 Shares 125 Est. Cost $852.31 Unrealized +16.3%
L LOEWS CORP COM 0.0%
Value ($000) $127 Shares 1,500 Est. Cost $45.69 Unrealized +79.8%
FISV FISERV INC COM 0.0%
Value ($000) $127 Shares 617 Est. Cost $123.50 Unrealized +65.3%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $125 Shares 2,596 Est. Cost $29.32 Unrealized
CDW CDW CORP COM 0.0%
Value ($000) $125 Shares 719 Est. Cost $139.96 Unrealized +36.4%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $124 Shares 2,186 Est. Cost $49.69 Unrealized +5.8%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $123 Shares 752 Est. Cost $166.44 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $121 Shares 230 Est. Cost $424.41 Unrealized +21.3%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $120 Shares 474 Est. Cost $140.59 Unrealized +83.0%
CCJ CAMECO CORP COM 0.0%
Value ($000) $120 Shares 2,337 Est. Cost $31.57 Unrealized +72.0%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $120 Shares 1,914 Est. Cost $58.77 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $118 Shares 1,140 Est. Cost $56.33 Unrealized +88.9%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $116 Shares 1,257 Est. Cost $72.51 Unrealized +28.4%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $113 Shares 1,011 Est. Cost $110.41 Unrealized -6.2%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $107 Shares 298 Est. Cost $311.19 Unrealized +17.7%
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $107 Shares 640 Est. Cost $68.37 Unrealized +159.1%
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.0%
Value ($000) $107 Shares 967 Est. Cost $110.25 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $105 Shares 475 Est. Cost $184.43 Unrealized +25.4%
WELL WELLTOWER INC COM 0.0%
Value ($000) $104 Shares 829 Est. Cost $102.58 Unrealized +25.5%
AMGN AMGEN INC COM 0.0%
Value ($000) $104 Shares 399 Est. Cost $215.77 Unrealized +32.6%
HMOP HARTFORD MUNICIPAL OPPORTUNITIES ETF 0.0%
Value ($000) $104 Shares 2,682 Est. Cost $38.83 Unrealized
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $102 Shares 277 Est. Cost $455.87 Unrealized -10.2%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $102 Shares 3,408 Est. Cost $30.27 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $101 Shares 4,449 Est. Cost $34.57 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $100 Shares 200 Est. Cost $390.01 Unrealized +29.0%
FDX FEDEX CORP COM 0.0%
Value ($000) $100 Shares 354 Est. Cost $256.79 Unrealized +5.8%
SLF SUN LIFE FINANCIAL INC. COM 0.0%
Value ($000) $99 Shares 1,667 Est. Cost $59.01 Unrealized 0.0%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $98 Shares 972 Est. Cost $62.07 Unrealized +56.0%
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $97 Shares 1,546 Est. Cost $73.18 Unrealized
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $96 Shares 2,000 Est. Cost $15.34 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $94 Shares 612 Est. Cost $133.94 Unrealized +19.1%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $94 Shares 864 Est. Cost $107.66 Unrealized
EATON VANCE TAX-MANAGED BUY- W COM 0.0%
Value ($000) $93 Shares 6,420 Est. Cost $14.22 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $91 Shares 3,430 Est. Cost $29.04 Unrealized -13.5%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $90 Shares 217 Est. Cost $506.99 Unrealized -13.5%
KKR KKR & CO INC COM 0.0%
Value ($000) $88 Shares 592 Est. Cost $117.42 Unrealized +24.2%
SPIP SPDR PORTFOLIO TIPS ETF 0.0%
Value ($000) $87 Shares 3,455 Est. Cost $31.53 Unrealized
VCEB VANGUARD ESG U.S. CORPORATE BOND ETF 0.0%
Value ($000) $87 Shares 1,409 Est. Cost $61.99 Unrealized
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $86 Shares 10,526 Est. Cost $8.17 Unrealized
ADBE ADOBE INC COM 0.0%
Value ($000) $85 Shares 192 Est. Cost $523.74 Unrealized -5.5%
SYY SYSCO CORP COM 0.0%
Value ($000) $84 Shares 1,100 Est. Cost $56.90 Unrealized +30.0%
GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 0.0%
Value ($000) $83 Shares 800 Est. Cost $108.75 Unrealized
SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $81 Shares 4,702 Est. Cost $23.09 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $80 Shares 920 Est. Cost $162.48 Unrealized
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value ($000) $79 Shares 716 Est. Cost $102.84 Unrealized 0.0%
RTH VANECK RETAIL ETF 0.0%
Value ($000) $79 Shares 353 Est. Cost $223.99 Unrealized
KELLANOVA COM 0.0%
Value ($000) $78 Shares 968 Est. Cost $53.15 Unrealized +47.1%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $77 Shares 420 Est. Cost $146.10 Unrealized +18.7%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $76 Shares 530 Est. Cost $64.67 Unrealized +119.6%
MAIN MAIN STR CAP CORP COM 0.0%
Value ($000) $75 Shares 1,286 Est. Cost $44.13 Unrealized +20.8%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $75 Shares 409 Est. Cost $205.40 Unrealized -3.4%
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $75 Shares 870 Est. Cost $88.69 Unrealized
EATON VANCE TAX-MANAGED DIVERS COM 0.0%
Value ($000) $74 Shares 4,983 Est. Cost $13.37 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $74 Shares 1,500 Est. Cost $50.81 Unrealized -3.1%
MCO MOODYS CORP COM 0.0%
Value ($000) $73 Shares 154 Est. Cost $325.21 Unrealized +45.5%
URI UNITED RENTALS INC COM 0.0%
Value ($000) $72 Shares 102 Est. Cost $655.29 Unrealized +22.8%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $72 Shares 807 Est. Cost $78.83 Unrealized +11.7%
DGRE WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $72 Shares 2,860 Est. Cost $27.26 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $71 Shares 1,325 Est. Cost $47.38 Unrealized +14.1%
DFAS DIMENSIONAL U.S. SMALL CAP ETF 0.0%
Value ($000) $70 Shares 1,070 Est. Cost $62.34 Unrealized
EPAM EPAM SYS INC COM 0.0%
Value ($000) $69 Shares 295 Est. Cost $342.87 Unrealized -35.1%
INTC INTEL CORP COM 0.0%
Value ($000) $68 Shares 3,416 Est. Cost $36.15 Unrealized -37.6%
TDV PROSHARES S&P TECHNOLOGY DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $68 Shares 903 Est. Cost $62.02 Unrealized
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $68 Shares 1,392 Est. Cost $37.93 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $66 Shares 863 Est. Cost $76.14 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $66 Shares 484 Est. Cost $139.49 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $64 Shares 156 Est. Cost $369.32 Unrealized
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 0.0%
Value ($000) $63 Shares 2,760 Est. Cost $22.84 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $63 Shares 475 Est. Cost $103.87 Unrealized
EASG XTRACKERS MSCI EAFE ESG LEADERS EQUITY ETF 0.0%
Value ($000) $63 Shares 2,132 Est. Cost $26.63 Unrealized
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $62 Shares 1,944 Est. Cost $38.13 Unrealized
SHE SPDR MSCI USA GENDER DIVERSITY ETF 0.0%
Value ($000) $60 Shares 520 Est. Cost $68.00 Unrealized
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $60 Shares 664 Est. Cost $92.82 Unrealized +7.1%
DE DEERE & CO COM 0.0%
Value ($000) $60 Shares 141 Est. Cost $342.42 Unrealized +20.9%
SPYX SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 0.0%
Value ($000) $59 Shares 1,225 Est. Cost $51.51 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $59 Shares 552 Est. Cost $111.23 Unrealized
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $58 Shares 600 Est. Cost $54.72 Unrealized +66.4%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $58 Shares 1,017 Est. Cost $40.34 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $57 Shares 1,089 Est. Cost $53.52 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $57 Shares 235 Est. Cost $242.17 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $55 Shares 198 Est. Cost $196.11 Unrealized +38.5%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $55 Shares 1,150 Est. Cost $39.03 Unrealized +19.5%
CSX CSX CORP COM 0.0%
Value ($000) $55 Shares 1,696 Est. Cost $30.42 Unrealized +10.7%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $55 Shares 86 Est. Cost $322.37 Unrealized +103.2%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $54 Shares 239 Est. Cost $241.03 Unrealized -6.6%
GEM GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $54 Shares 1,697 Est. Cost $30.40 Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $54 Shares 1,000 Est. Cost $31.96 Unrealized +60.6%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $54 Shares 1,750 Est. Cost $30.43 Unrealized +0.8%
EATON VANCE RISK-MANAGED DIVER COM 0.0%
Value ($000) $54 Shares 5,752 Est. Cost $9.12 Unrealized
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 0.0%
Value ($000) $54 Shares 549 Est. Cost $78.94 Unrealized
NEM NEWMONT CORP COM 0.0%
Value ($000) $53 Shares 1,426 Est. Cost $43.54 Unrealized +2.5%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $53 Shares 500 Est. Cost $58.41 Unrealized +93.1%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $52 Shares 481 Est. Cost $125.75 Unrealized +2.3%
GEV GE VERNOVA INC COM 0.0%
Value ($000) $52 Shares 159 Est. Cost $158.10 Unrealized +97.3%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $52 Shares 1,650 Est. Cost $36.05 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $52 Shares 700 Est. Cost $112.18 Unrealized -37.6%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $51 Shares 337 Est. Cost $99.37 Unrealized +53.6%
HSY HERSHEY CO COM 0.0%
Value ($000) $51 Shares 300 Est. Cost $118.80 Unrealized +45.5%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $50 Shares 566 Est. Cost $71.57 Unrealized
BMI BADGER METER INC COM 0.0%
Value ($000) $50 Shares 237 Est. Cost $95.17 Unrealized +126.9%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $50 Shares 650 Est. Cost $80.35 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value ($000) $50 Shares 438 Est. Cost $125.96 Unrealized
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $50 Shares 1,014 Est. Cost $36.63 Unrealized +43.9%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $49 Shares 202 Est. Cost $113.98 Unrealized +114.8%
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $49 Shares 600 Est. Cost $70.28 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $47 Shares 589 Est. Cost $80.22 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $47 Shares 379 Est. Cost $128.86 Unrealized +1.9%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $47 Shares 1,600 Est. Cost $75.29 Unrealized -56.2%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $47 Shares 136 Est. Cost $255.33 Unrealized +30.2%
COR CENCORA INC COM 0.0%
Value ($000) $47 Shares 207 Est. Cost $228.58 Unrealized +2.0%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $46 Shares 500 Est. Cost $81.18 Unrealized +7.2%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $46 Shares 1,355 Est. Cost $32.32 Unrealized
EME EMCOR GROUP INC COM 0.0%
Value ($000) $45 Shares 100 Est. Cost $120.11 Unrealized +293.1%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $44 Shares 1,600 Est. Cost $24.80 Unrealized +6.6%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $44 Shares 315 Est. Cost $119.89 Unrealized +14.5%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $44 Shares 484 Est. Cost $79.68 Unrealized +14.5%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $43 Shares 250 Est. Cost $108.32 Unrealized +52.9%
EATON VANCE TAX MNGED BUY WRIT COM 0.0%
Value ($000) $42 Shares 2,813 Est. Cost $14.43 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $42 Shares 124 Est. Cost $344.92 Unrealized +7.2%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $42 Shares 662 Est. Cost $48.29 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $42 Shares 47 Est. Cost $71.00 Unrealized +15.9%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $41 Shares 924 Est. Cost $68.40 Unrealized -21.6%
NULV NUVEEN ESG LARGE-CAP VALUE ETF 0.0%
Value ($000) $41 Shares 1,048 Est. Cost $39.37 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $41 Shares 190 Est. Cost $150.99 Unrealized +34.5%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $41 Shares 545 Est. Cost $84.31 Unrealized -7.4%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $40 Shares 190 Est. Cost $158.91 Unrealized +36.4%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $40 Shares 755 Est. Cost $54.81 Unrealized +1.1%
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value ($000) $40 Shares 211 Est. Cost $147.23 Unrealized +36.8%
BBWI BATH & BODY WORKS INC COM 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $31.67 Unrealized +1.0%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $35.90 Unrealized +22.7%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $38 Shares 170 Est. Cost $47.25 Unrealized +424.3%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $37 Shares 300 Est. Cost $108.26 Unrealized
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $37 Shares 860 Est. Cost $37.46 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $37 Shares 200 Est. Cost $121.57 Unrealized +33.8%
BLACKROCK MUNIHLDGS NJ QLTY FD COM 0.0%
Value ($000) $37 Shares 3,337 Est. Cost $11.45 Unrealized
FRBA FIRST BK WILLIAMSTOWN NEW JERS COM 0.0%
Value ($000) $37 Shares 2,618 Est. Cost $13.11 Unrealized +9.2%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $37 Shares 523 Est. Cost $50.07 Unrealized +30.6%
FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF 0.0%
Value ($000) $36 Shares 518 Est. Cost $61.23 Unrealized
AME AMETEK INC COM 0.0%
Value ($000) $36 Shares 202 Est. Cost $165.34 Unrealized +9.3%
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $36 Shares 452 Est. Cost $44.55 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $36 Shares 196 Est. Cost $178.61 Unrealized +5.8%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $36 Shares 230 Est. Cost $208.73 Unrealized -17.2%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $36 Shares 135 Est. Cost $219.29 Unrealized +28.6%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $35 Shares 600 Est. Cost $92.11 Unrealized
BNS BANK NOVA SCOTIA HALIFAX COM 0.0%
Value ($000) $35 Shares 650 Est. Cost $39.57 Unrealized +30.5%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $35 Shares 524 Est. Cost $60.70 Unrealized +15.3%
EQNR EQUINOR ASA SPONSORED ADR 0.0%
Value ($000) $34 Shares 1,432 Est. Cost $31.35 Unrealized
DASH DOORDASH INC CL A 0.0%
Value ($000) $34 Shares 200 Est. Cost $164.28 Unrealized 0.0%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $33 Shares 431 Est. Cost $84.18 Unrealized -9.6%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $32 Shares 70 Est. Cost $188.81 Unrealized +148.1%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $32 Shares 52 Est. Cost $307.69 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $32 Shares 1,650 Est. Cost $16.15 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $32 Shares 596 Est. Cost $22.19 Unrealized +133.1%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $32 Shares 400 Est. Cost $77.33 Unrealized +8.4%
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK 0.0%
Value ($000) $31 Shares 1,364 Est. Cost $31.06 Unrealized -17.9%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $31 Shares 246 Est. Cost $123.30 Unrealized -0.8%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $31 Shares 351 Est. Cost $53.80 Unrealized
ISHARES IBONDS 2025 TERM HIGH YIELD & INCOME ETF 0.0%
Value ($000) $30 Shares 1,312 Est. Cost $23.37 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $30 Shares 2,863 Est. Cost $18.09 Unrealized -48.6%
EVSM EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF 0.0%
Value ($000) $30 Shares 607 Est. Cost $50.24 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $30 Shares 1,299 Est. Cost $27.21 Unrealized
NJR NEW JERSEY RES CORP COM 0.0%
Value ($000) $30 Shares 641 Est. Cost $39.07 Unrealized +15.7%
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C 0.0%
Value ($000) $29 Shares 315 Est. Cost $62.30 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $29.02 Unrealized +3.6%
EXE EXPAND ENERGY CORPORATION COM 0.0%
Value ($000) $27 Shares 275 Est. Cost $81.39 Unrealized +9.7%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $36.44 Unrealized -22.4%
ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF 0.0%
Value ($000) $27 Shares 600 Est. Cost $40.51 Unrealized
THNQ ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $26 Shares 540 Est. Cost $38.61 Unrealized
TRNS TRANSCAT INC COM 0.0%
Value ($000) $26 Shares 250 Est. Cost $30.00 Unrealized +270.0%
PBD INVESCO GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $26 Shares 2,248 Est. Cost $17.16 Unrealized
NMRK NEWMARK GROUP INC CL A 0.0%
Value ($000) $26 Shares 2,000 Est. Cost $5.99 Unrealized +144.6%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $26 Shares 705 Est. Cost $47.24 Unrealized -17.8%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $26 Shares 146 Est. Cost $144.55 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $25 Shares 299 Est. Cost $109.64 Unrealized -23.5%
NUVEEN NEW JERSEY QULT MUN FD COM 0.0%
Value ($000) $25 Shares 2,060 Est. Cost $11.71 Unrealized
FIP FTAI INFRASTRUCTURE INC COMMON STOCK 0.0%
Value ($000) $25 Shares 3,419 Est. Cost $7.38 Unrealized +13.2%
SNPD XTRACKERS S&P ESG DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $25 Shares 950 Est. Cost $25.35 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $24 Shares 260 Est. Cost $79.73 Unrealized +17.1%
NORDSTROM INC COM 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $18.45 Unrealized
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.0%
Value ($000) $24 Shares 2,500 Est. Cost $8.80 Unrealized
XSD SPDR S&P SEMICONDUCTOR ETF 0.0%
Value ($000) $24 Shares 97 Est. Cost $248.45 Unrealized
MLI MUELLER INDS INC COM 0.0%
Value ($000) $24 Shares 302 Est. Cost $65.94 Unrealized +21.7%
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $24 Shares 215 Est. Cost $110.58 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $24 Shares 444 Est. Cost $28.15 Unrealized +83.9%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $23 Shares 101 Est. Cost $252.46 Unrealized -3.4%
UNP UNION PAC CORP COM 0.0%
Value ($000) $23 Shares 100 Est. Cost $182.60 Unrealized +26.1%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $23 Shares 248 Est. Cost $57.94 Unrealized +60.6%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $23 Shares 225 Est. Cost $100.12 Unrealized
OUSA ALPS O'SHARES U.S. QUALITY DIVIDEND ETF 0.0%
Value ($000) $23 Shares 424 Est. Cost $46.09 Unrealized
RJF RAYMOND JAMES FINL INC COM 0.0%
Value ($000) $23 Shares 145 Est. Cost $99.95 Unrealized +48.7%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $22 Shares 246 Est. Cost $97.20 Unrealized -3.3%
CME CME GROUP INC COM 0.0%
Value ($000) $22 Shares 95 Est. Cost $193.37 Unrealized +13.6%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $22 Shares 169 Est. Cost $53.12 Unrealized
G GENPACT LIMITED SHS 0.0%
Value ($000) $21 Shares 500 Est. Cost $35.53 Unrealized +17.2%
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.0%
Value ($000) $21 Shares 900 Est. Cost $12.22 Unrealized
INGR INGREDION INC COM 0.0%
Value ($000) $21 Shares 154 Est. Cost $127.20 Unrealized +10.7%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $21 Shares 112 Est. Cost $126.68 Unrealized +34.9%
LH LABCORP HOLDINGS INC COM SHS 0.0%
Value ($000) $20 Shares 89 Est. Cost $199.50 Unrealized +13.5%
EEMS ISHARES MSCI EMERGING MARKETS SMALL CAP ETF 0.0%
Value ($000) $20 Shares 350 Est. Cost $38.41 Unrealized
KOMP SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF 0.0%
Value ($000) $20 Shares 400 Est. Cost $35.00 Unrealized
INTF ISHARES INTERNATIONAL EQUITY FACTOR ETF 0.0%
Value ($000) $20 Shares 705 Est. Cost $22.75 Unrealized
HRI HERC HLDGS INC COM 0.0%
Value ($000) $20 Shares 106 Est. Cost $107.43 Unrealized +82.8%
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $20 Shares 282 Est. Cost $50.62 Unrealized
HYGH ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF 0.0%
Value ($000) $19 Shares 225 Est. Cost $87.29 Unrealized
CACI CACI INTL INC CL A 0.0%
Value ($000) $19 Shares 48 Est. Cost $276.04 Unrealized +76.6%
DOX AMDOCS LTD SHS 0.0%
Value ($000) $19 Shares 225 Est. Cost $81.22 Unrealized +4.8%
EXC EXELON CORP COM 0.0%
Value ($000) $19 Shares 509 Est. Cost $33.78 Unrealized +10.3%
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $19 Shares 310 Est. Cost $54.43 Unrealized
USAI PACER AMERICAN ENERGY INDEPENDENCE ETF 0.0%
Value ($000) $19 Shares 470 Est. Cost $35.01 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $19 Shares 325 Est. Cost $52.36 Unrealized +11.6%
AVA AVISTA CORP COM 0.0%
Value ($000) $18 Shares 500 Est. Cost $36.84 Unrealized -3.8%
TORTOISE NORTH AMERICAN PIPELINE FUND 0.0%
Value ($000) $18 Shares 530 Est. Cost $31.38 Unrealized
LIBERTY MEDIA CORP DEL COM LBTY LIV S C 0.0%
Value ($000) $18 Shares 262 Est. Cost $32.16 Unrealized
MAT MATTEL INC COM 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $19.45 Unrealized -2.8%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $18 Shares 350 Est. Cost $50.65 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $17 Shares 137 Est. Cost $164.64 Unrealized
FIX COMFORT SYS USA INC COM 0.0%
Value ($000) $17 Shares 40 Est. Cost $327.83 Unrealized +33.4%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $17 Shares 222 Est. Cost $32.78 Unrealized +3.2%
PIMCO CORPORATE & INCOME OPPOR COM 0.0%
Value ($000) $17 Shares 1,175 Est. Cost $12.68 Unrealized
NOMD NOMAD FOODS LTD USD ORD SHS 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $18.41 Unrealized -5.1%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $17 Shares 345 Est. Cost $52.48 Unrealized
BARRICK GOLD CORP COM 0.0%
Value ($000) $17 Shares 1,065 Est. Cost $18.12 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $17 Shares 211 Est. Cost $70.83 Unrealized +19.8%
LBTYK LIBERTY GLOBAL LTD COM CL C 0.0%
Value ($000) $16 Shares 1,245 Est. Cost $9.07 Unrealized +36.2%
STPZ PIMCO 1-5 YEAR US TIPS INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $16 Shares 312 Est. Cost $50.99 Unrealized
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $16 Shares 120 Est. Cost $121.01 Unrealized +15.6%
MSCI MSCI INC COM 0.0%
Value ($000) $16 Shares 26 Est. Cost $345.46 Unrealized +71.3%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $15 Shares 1,616 Est. Cost $4.19 Unrealized
SONO SONOS INC COM 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $13.49 Unrealized -0.2%
ITB ISHARES U.S. HOME CONSTRUCTION ETF 0.0%
Value ($000) $15 Shares 145 Est. Cost $103.39 Unrealized
F FORD MTR CO COM 0.0%
Value ($000) $15 Shares 1,500 Est. Cost $10.12 Unrealized -2.5%
CPRI CAPRI HOLDINGS LIMITED SHS 0.0%
Value ($000) $15 Shares 700 Est. Cost $36.17 Unrealized -24.8%
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.0%
Value ($000) $15 Shares 260 Est. Cost $29.39 Unrealized +89.5%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $14 Shares 186 Est. Cost $42.09 Unrealized +79.4%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $14 Shares 117 Est. Cost $144.06 Unrealized -0.1%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $14 Shares 200 Est. Cost $52.50 Unrealized +27.0%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $14 Shares 1,206 Est. Cost $12.35 Unrealized
NMTC NEUROONE MED TECHNOLOGIES CORP COM NEW 0.0%
Value ($000) $14 Shares 16,833 Est. Cost $1.54 Unrealized -46.2%
VSCO VICTORIAS SECRET AND CO COMMON STOCK 0.0%
Value ($000) $14 Shares 333 Est. Cost $21.21 Unrealized +66.5%
VTRS VIATRIS INC COM 0.0%
Value ($000) $14 Shares 1,106 Est. Cost $10.35 Unrealized +12.5%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $14 Shares 175 Est. Cost $75.55 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $14 Shares 74 Est. Cost $55.59 Unrealized
BWA BORGWARNER INC COM 0.0%
Value ($000) $14 Shares 430 Est. Cost $34.62 Unrealized -3.3%
HEI HEICO CORP NEW COM 0.0%
Value ($000) $13 Shares 56 Est. Cost $259.07 Unrealized 0.0%
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $14.27 Unrealized
FWONA LIBERTY MEDIA CORP DEL COM LBTY ONE S A 0.0%
Value ($000) $13 Shares 157 Est. Cost $56.54 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $13 Shares 330 Est. Cost $31.89 Unrealized +25.3%
RTX RTX CORPORATION COM 0.0%
Value ($000) $13 Shares 114 Est. Cost $104.69 Unrealized +13.0%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $13 Shares 300 Est. Cost $43.33 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $13 Shares 400 Est. Cost $27.97 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $12 Shares 50 Est. Cost $179.97 Unrealized +41.1%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $12 Shares 107 Est. Cost $120.62 Unrealized +2.1%
FTNT FORTINET INC COM 0.0%
Value ($000) $12 Shares 130 Est. Cost $60.67 Unrealized +46.6%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $12 Shares 25 Est. Cost $536.59 Unrealized -2.6%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $12 Shares 247 Est. Cost $54.21 Unrealized
MIDD MIDDLEBY CORP COM 0.0%
Value ($000) $12 Shares 89 Est. Cost $135.63 Unrealized +1.7%
DOV DOVER CORP COM 0.0%
Value ($000) $12 Shares 64 Est. Cost $141.72 Unrealized +36.2%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $12 Shares 6 Est. Cost $2135.94 Unrealized 0.0%
SOUN SOUNDHOUND AI INC CLASS A COM 0.0%
Value ($000) $12 Shares 600 Est. Cost $3.96 Unrealized +143.2%
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $12 Shares 1,186 Est. Cost $6.91 Unrealized +23.6%
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value ($000) $12 Shares 50 Est. Cost $166.82 Unrealized +57.7%
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value ($000) $12 Shares 157 Est. Cost $75.26 Unrealized +3.0%
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT 0.0%
Value ($000) $12 Shares 300 Est. Cost $38.26 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $11 Shares 65 Est. Cost $130.82 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $11 Shares 189 Est. Cost $67.46 Unrealized
EMMF WISDOMTREE EMERGING MARKETS MULTIFACTOR FUND 0.0%
Value ($000) $11 Shares 415 Est. Cost $20.23 Unrealized
LIBERTY MEDIA CORP DEL COM LBTY LIV S A 0.0%
Value ($000) $11 Shares 163 Est. Cost $31.96 Unrealized
OC OWENS CORNING NEW COM 0.0%
Value ($000) $11 Shares 63 Est. Cost $91.89 Unrealized +103.3%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $11 Shares 1,020 Est. Cost $40.23 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $11 Shares 80 Est. Cost $102.42 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $11 Shares 37 Est. Cost $288.06 Unrealized 0.0%
LBTYA LIBERTY GLOBAL LTD COM CL A 0.0%
Value ($000) $10 Shares 806 Est. Cost $8.35 Unrealized +41.8%
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $10 Shares 400 Est. Cost $24.95 Unrealized -4.1%
USFR WISDOMTREE FLOATING RATE TREASURY FUND 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.31 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $10 Shares 666 Est. Cost $18.76 Unrealized -16.1%
BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 0.0%
Value ($000) $9 Shares 340 Est. Cost $29.14 Unrealized 0.0%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $17.12 Unrealized -29.6%
AES AES CORP COM 0.0%
Value ($000) $9 Shares 730 Est. Cost $17.50 Unrealized -20.0%
DOW DOW INC COM 0.0%
Value ($000) $9 Shares 222 Est. Cost $40.36 Unrealized +6.4%
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $14.00 Unrealized
EIPI FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF 0.0%
Value ($000) $9 Shares 440 Est. Cost $18.58 Unrealized
CDP COPT DEFENSE PROPERTIES SHS BEN INT 0.0%
Value ($000) $9 Shares 275 Est. Cost $21.82 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.0%
Value ($000) $8 Shares 36 Est. Cost $214.52 Unrealized
COHEN & STEERS INFRASTRUCTURE COM 0.0%
Value ($000) $8 Shares 350 Est. Cost $23.57 Unrealized
ICUI ICU MED INC COM 0.0%
Value ($000) $8 Shares 54 Est. Cost $205.72 Unrealized -17.8%
HANESBRANDS INC COM 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $4.46 Unrealized
AGO ASSURED GUARANTY LTD COM 0.0%
Value ($000) $8 Shares 90 Est. Cost $76.83 Unrealized +12.8%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $8 Shares 124 Est. Cost $37.94 Unrealized +38.6%
TGT TARGET CORP COM 0.0%
Value ($000) $8 Shares 59 Est. Cost $147.92 Unrealized -7.6%
UAN CVR PARTNERS LP COM 0.0%
Value ($000) $8 Shares 104 Est. Cost $65.50 Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $8 Shares 464 Est. Cost $25.26 Unrealized -26.3%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $8 Shares 95 Est. Cost $81.71 Unrealized
PAG PENSKE AUTOMOTIVE GRP INC COM 0.0%
Value ($000) $8 Shares 50 Est. Cost $153.13 Unrealized +3.6%
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 219 Est. Cost $29.93 Unrealized
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $7.23 Unrealized +15.3%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $7 Shares 50 Est. Cost $125.55 Unrealized
MSTR MICROSTRATEGY INC CL A NEW 0.0%
Value ($000) $7 Shares 25 Est. Cost $300.91 Unrealized 0.0%
SLVM SYLVAMO CORP COMMON STOCK 0.0%
Value ($000) $7 Shares 90 Est. Cost $43.77 Unrealized +89.0%
TRMB TRIMBLE INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $65.65 Unrealized +3.6%
COTY COTY INC COM CL A 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $10.80 Unrealized -28.9%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $7 Shares 39 Est. Cost $304.63 Unrealized -33.4%
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $7 Shares 38 Est. Cost $171.20 Unrealized 0.0%
SKECHERS U S A INC CL A 0.0%
Value ($000) $7 Shares 100 Est. Cost $20.00 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $7 Shares 500 Est. Cost $31.04 Unrealized -62.9%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $6 Shares 59 Est. Cost $106.16 Unrealized +3.6%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $6 Shares 30 Est. Cost $285.14 Unrealized
ITEQ AMPLIFY BLUESTAR ISRAEL TECHNOLOGY ETF 0.0%
Value ($000) $6 Shares 125 Est. Cost $51.48 Unrealized
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $6 Shares 57 Est. Cost $149.14 Unrealized -27.7%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $6 Shares 170 Est. Cost $35.81 Unrealized +11.7%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $6 Shares 60 Est. Cost $115.96 Unrealized -8.6%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $6 Shares 50 Est. Cost $96.94 Unrealized
DLTH DULUTH HLDGS INC COM CL B 0.0%
Value ($000) $6 Shares 1,900 Est. Cost $8.12 Unrealized -55.2%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $6 Shares 117 Est. Cost $50.85 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $6 Shares 25 Est. Cost $182.40 Unrealized
IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 0.0%
Value ($000) $6 Shares 262 Est. Cost $21.40 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $5 Shares 83 Est. Cost $23.35 Unrealized
SAGE THERAPEUTICS INC COM 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $44.00 Unrealized
TWLO TWILIO INC CL A 0.0%
Value ($000) $5 Shares 50 Est. Cost $182.23 Unrealized -49.8%
BATRK ATLANTA BRAVES HLDGS INC COM SER C 0.0%
Value ($000) $5 Shares 138 Est. Cost $37.85 Unrealized +5.3%
ARTY ISHARES FUTURE AI & TECH ETF 0.0%
Value ($000) $5 Shares 140 Est. Cost $26.95 Unrealized
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $5 Shares 21 Est. Cost $204.58 Unrealized +19.3%
SCI SERVICE CORP INTL COM 0.0%
Value ($000) $5 Shares 65 Est. Cost $70.96 Unrealized +15.3%
LYFT LYFT INC CL A COM 0.0%
Value ($000) $5 Shares 400 Est. Cost $54.63 Unrealized -72.9%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $5 Shares 187 Est. Cost $31.37 Unrealized
ZM ZOOM COMMUNICATIONS INC CL A 0.0%
Value ($000) $5 Shares 60 Est. Cost $179.93 Unrealized -56.3%
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $5 Shares 63 Est. Cost $47.62 Unrealized
WEN WENDYS CO COM 0.0%
Value ($000) $5 Shares 285 Est. Cost $22.62 Unrealized -19.3%
CPRT COPART INC COM 0.0%
Value ($000) $5 Shares 80 Est. Cost $51.93 Unrealized +9.7%
MPX MARINE PRODS CORP COM 0.0%
Value ($000) $5 Shares 500 Est. Cost $7.79 Unrealized +13.1%
BIPC BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A 0.0%
Value ($000) $4 Shares 108 Est. Cost $40.13 Unrealized 0.0%
KLG WK KELLOGG CO COM SHS 0.0%
Value ($000) $4 Shares 236 Est. Cost $14.50 Unrealized
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $4 Shares 63 Est. Cost $61.26 Unrealized +21.6%
ISCF ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF 0.0%
Value ($000) $4 Shares 130 Est. Cost $27.26 Unrealized
AA ALCOA CORP COM 0.0%
Value ($000) $4 Shares 111 Est. Cost $26.37 Unrealized +55.4%
PHIN PHINIA INC COMMON STOCK 0.0%
Value ($000) $4 Shares 86 Est. Cost $31.24 Unrealized +54.3%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $4 Shares 21 Est. Cost $161.46 Unrealized +17.6%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $4 Shares 89 Est. Cost $17.69 Unrealized
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.0%
Value ($000) $4 Shares 146 Est. Cost $23.61 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $4 Shares 69 Est. Cost $75.48 Unrealized -12.1%
EBAY EBAY INC. COM 0.0%
Value ($000) $4 Shares 62 Est. Cost $48.99 Unrealized +27.4%
DXR DAXOR CORP COM 0.0%
Value ($000) $4 Shares 500 Est. Cost $8.31 Unrealized +6.4%
RIG TRANSOCEAN LTD REGISTERED SHS 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $6.69 Unrealized -37.9%
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $4 Shares 19 Est. Cost $204.95 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $4 Shares 38 Est. Cost $88.14 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $4 Shares 106 Est. Cost $15.05 Unrealized +93.4%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $4 Shares 32 Est. Cost $110.22 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $4 Shares 175 Est. Cost $24.97 Unrealized -19.3%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $3 Shares 25 Est. Cost $123.20 Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $3 Shares 154 Est. Cost $17.28 Unrealized
APOG APOGEE ENTERPRISES INC COM 0.0%
Value ($000) $3 Shares 45 Est. Cost $59.64 Unrealized +27.5%
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 0.0%
Value ($000) $3 Shares 64 Est. Cost $33.51 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $3 Shares 43 Est. Cost $85.13 Unrealized -11.1%
KMX CARMAX INC COM 0.0%
Value ($000) $3 Shares 39 Est. Cost $72.06 Unrealized +9.0%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $3 Shares 6 Est. Cost $398.28 Unrealized +30.8%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $486.73 Unrealized -54.1%
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $3 Shares 40 Est. Cost $75.00 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $3 Shares 24 Est. Cost $96.90 Unrealized +23.3%
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.0%
Value ($000) $3 Shares 33 Est. Cost $94.61 Unrealized
BXP BXP INC COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $68.07 Unrealized +12.0%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $96.52 Unrealized +58.6%
HGTY HAGERTY INC CL A COM 0.0%
Value ($000) $3 Shares 300 Est. Cost $11.08 Unrealized -1.8%
DJD INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF 0.0%
Value ($000) $3 Shares 56 Est. Cost $47.34 Unrealized
WCC WESCO INTL INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $41.44 Unrealized +351.3%
NXL NEXALIN TECHNOLOGY INC COM 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $2.78 Unrealized 0.0%
AMN AMN HEALTHCARE SVCS INC COM 0.0%
Value ($000) $3 Shares 113 Est. Cost $56.67 Unrealized -43.9%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $3 Shares 100 Est. Cost $22.79 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $3 Shares 47 Est. Cost $64.61 Unrealized -13.2%
NAT NORDIC AMERICAN TANKERS LIMITE COM 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $4.25 Unrealized -27.8%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $2 Shares 15 Est. Cost $174.07 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $116.26 Unrealized +11.9%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $99.23 Unrealized +15.7%
KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 0.0%
Value ($000) $2 Shares 45 Est. Cost $50.76 Unrealized
MSGS MADISON SQUARE GRDN SPRT CORP CL A 0.0%
Value ($000) $2 Shares 10 Est. Cost $186.23 Unrealized +19.9%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $2 Shares 6 Est. Cost $339.14 Unrealized
PRAA PRA GROUP INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $34.84 Unrealized -38.7%
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $2 Shares 100 Est. Cost $25.42 Unrealized -38.9%
STE STERIS PLC SHS USD 0.0%
Value ($000) $2 Shares 10 Est. Cost $217.42 Unrealized 0.0%
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $2 Shares 53 Est. Cost $37.74 Unrealized
HYD VANECK HIGH YIELD MUNI ETF 0.0%
Value ($000) $2 Shares 39 Est. Cost $51.25 Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $59.49 Unrealized +59.5%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $53.46 Unrealized -5.2%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $2 Shares 24 Est. Cost $49.42 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $2 Shares 32 Est. Cost $43.94 Unrealized
TDUP THREDUP INC CL A 0.0%
Value ($000) $2 Shares 1,100 Est. Cost $4.56 Unrealized -75.4%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $118.05 Unrealized -6.7%
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $58.40 Unrealized -32.8%
ARW ARROW ELECTRS INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $127.81 Unrealized -3.4%
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $76.19 Unrealized +2.3%
TILRAY BRANDS INC COM 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $15.22 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $98.21 Unrealized +96.0%
CNX CNX RES CORP COM 0.0%
Value ($000) $1 Shares 36 Est. Cost $26.93 Unrealized +36.8%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $73.46 Unrealized +9.8%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $68.14 Unrealized +71.3%
ARCADIUM LITHIUM PLC COM SHS 0.0%
Value ($000) $1 Shares 228 Est. Cost $3.36 Unrealized
BDN BRANDYWINE RLTY TR SH BEN INT NEW 0.0%
Value ($000) $1 Shares 200 Est. Cost $10.00 Unrealized
NIO NIO INC SPON ADS 0.0%
Value ($000) $1 Shares 250 Est. Cost $42.20 Unrealized
PENN PENN ENTERTAINMENT INC COM 0.0%
Value ($000) $1 Shares 55 Est. Cost $20.65 Unrealized -4.8%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $1 Shares 5 Est. Cost $212.60 Unrealized
FUL FULLER H B CO COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $38.88 Unrealized +89.3%
MDXG MIMEDX GROUP INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.79 Unrealized 0.0%
MFEM PIMCO RAFI DYNAMIC MULTI-FACTOR EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.69 Unrealized
HESS CORP COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $135.77 Unrealized
AAOI APPLIED OPTOELECTRONICS INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $9.12 Unrealized +195.1%
VRE VERIS RESIDENTIAL INC COM 0.0%
Value ($000) $1 Shares 53 Est. Cost Unrealized
MANU MANCHESTER UTD PLC NEW ORD CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $18.96 Unrealized -11.0%
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $1 Shares 81 Est. Cost $11.25 Unrealized -12.2%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $38.46 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $1 Shares 90 Est. Cost $9.06 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $106.71 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $37.30 Unrealized -20.3%
OATLY GROUP AB SPONSORED ADS 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.18 Unrealized
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $41.69 Unrealized
SPHR SPHERE ENTERTAINMENT CO CL A 0.0%
Value ($000) $1 Shares 16 Est. Cost $24.97 Unrealized +67.6%
CTXR CITIUS PHARMACEUTICALS INC COM 0.0%
Value ($000) $1 Shares 160 Est. Cost $6.74 Unrealized 0.0%
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $1 Shares 15 Est. Cost Unrealized
MSGE MADISON SQUARE GARDEN ENTMT COM CL A 0.0%
Value ($000) $1 Shares 16 Est. Cost $33.03 Unrealized +17.0%
NBIS NEBIUS GROUP N.V. SHS CLASS A 0.0%
Value ($000) $1 Shares 20 Est. Cost Unrealized
BATRA ATLANTA BRAVES HLDGS INC COM SER A 0.0%
Value ($000) $1 Shares 13 Est. Cost $42.37 Unrealized -0.7%
BEEM BEAM GLOBAL COM 0.0%
Value ($000) $0 Shares 150 Est. Cost $36.44 Unrealized -88.7%
HILLENBRAND INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $40.00 Unrealized
FTRE FORTREA HLDGS INC COMMON STOCK 0.0%
Value ($000) $0 Shares 21 Est. Cost $31.04 Unrealized -37.2%
VREX VAREX IMAGING CORP COM 0.0%
Value ($000) $0 Shares 26 Est. Cost $25.76 Unrealized -45.8%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $0 Shares 7 Est. Cost $142.86 Unrealized
AMCX AMC NETWORKS INC CL A 0.0%
Value ($000) $0 Shares 31 Est. Cost $18.71 Unrealized -52.7%
OI O-I GLASS INC COM 0.0%
Value ($000) $0 Shares 27 Est. Cost $10.91 Unrealized +11.3%
IFGL ISHARES INTERNATIONAL DEVELOPED REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $24.78 Unrealized +50.8%
OBE OBSIDIAN ENERGY LTD COM 0.0%
Value ($000) $0 Shares 21 Est. Cost $8.82 Unrealized -35.4%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 21 Est. Cost $2.20 Unrealized +213.3%
ZIMVIE INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $18.25 Unrealized
ATON PORTAGE BIOTECH INC SHS NEW 0.0%
Value ($000) $0 Shares 8 Est. Cost $6.63 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $18.30 Unrealized -21.5%
CGC CANOPY GROWTH CORP COM NEW 0.0%
Value ($000) $0 Shares 11 Est. Cost $5.96 Unrealized -33.4%
LILAK LIBERTY LATIN AMERICA LTD COM CL C 0.0%
Value ($000) $0 Shares 3 Est. Cost $16.97 Unrealized -52.9%