KG&L Capital Management,LLC Diversified Active

CIK: 0001771687 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 22, 2025

Total Value ($000): $373,684 (100.0% shares, 0.0% debt)

Holdings (214)

GOOGL ALPHABET INC 5.3%
Value ($000) $19,764 Shares 81,302 Est. Cost $126.49 Unrealized +65.4%
JPM JPMORGAN CHASE & CO. 4.2%
Value ($000) $15,563 Shares 49,981 Est. Cost $101.19 Unrealized +192.5%
AAPL APPLE INC 4.0%
Value ($000) $14,791 Shares 58,342 Est. Cost $128.02 Unrealized +76.2%
AMZN AMAZON COM INC 3.9%
Value ($000) $14,663 Shares 66,780 Est. Cost $135.97 Unrealized +66.5%
PG PROCTER AND GAMBLE CO 3.9%
Value ($000) $14,424 Shares 93,873 Est. Cost $84.67 Unrealized +82.9%
NVDA NVIDIA CORPORATION 3.6%
Value ($000) $13,436 Shares 72,014 Est. Cost $106.66 Unrealized +63.4%
SPY SPDR S&P 500 ETF TR 3.5%
Value ($000) $12,977 Shares 19,479 Est. Cost $321.76 Unrealized
MSFT MICROSOFT CORP 3.5%
Value ($000) $12,908 Shares 24,930 Est. Cost $267.72 Unrealized +90.0%
META META PLATFORMS INC 3.2%
Value ($000) $11,964 Shares 16,291 Est. Cost $427.48 Unrealized +73.9%
XOM EXXON MOBIL CORP 2.6%
Value ($000) $9,721 Shares 86,203 Est. Cost $58.69 Unrealized +86.9%
AJG GALLAGHER ARTHUR J & CO 2.1%
Value ($000) $7,787 Shares 25,139 Est. Cost $94.30 Unrealized +218.3%
AMD ADVANCED MICRO DEVICES INC 1.8%
Value ($000) $6,642 Shares 41,054 Est. Cost $119.94 Unrealized +34.6%
TSLA TESLA INC 1.4%
Value ($000) $5,417 Shares 12,180 Est. Cost $259.45 Unrealized +33.7%
VUG VANGUARD INDEX FDS 1.4%
Value ($000) $5,081 Shares 10,594 Est. Cost $301.21 Unrealized
WMT WALMART INC 1.3%
Value ($000) $4,993 Shares 48,448 Est. Cost $56.91 Unrealized +74.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.3%
Value ($000) $4,839 Shares 17,327 Est. Cost $168.44 Unrealized
DE DEERE & CO 1.3%
Value ($000) $4,696 Shares 10,313 Est. Cost $397.55 Unrealized +23.2%
BIL SPDR SERIES TRUST 1.2%
Value ($000) $4,620 Shares 50,355 Est. Cost $91.77 Unrealized
GS GOLDMAN SACHS GROUP INC 1.1%
Value ($000) $4,135 Shares 5,280 Est. Cost $387.56 Unrealized +89.6%
ASML ASML HOLDING N V 1.1%
Value ($000) $4,031 Shares 4,164 Est. Cost $709.37 Unrealized
BA BOEING CO 1.0%
Value ($000) $3,911 Shares 18,121 Est. Cost $205.54 Unrealized +9.7%
AGG ISHARES TR 1.0%
Value ($000) $3,839 Shares 38,293 Est. Cost $105.54 Unrealized
COIN COINBASE GLOBAL INC 1.0%
Value ($000) $3,725 Shares 11,037 Est. Cost $339.07 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $3,437 Shares 18,615 Est. Cost $134.86 Unrealized +25.7%
AVGO BROADCOM INC 0.9%
Value ($000) $3,373 Shares 10,224 Est. Cost $215.92 Unrealized +41.6%
BAC BANK AMERICA CORP 0.9%
Value ($000) $3,321 Shares 64,364 Est. Cost $32.49 Unrealized +48.8%
LLY ELI LILLY & CO 0.9%
Value ($000) $3,301 Shares 4,326 Est. Cost $528.30 Unrealized +40.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $3,289 Shares 6,542 Est. Cost $386.90 Unrealized +25.2%
LQD ISHARES TR 0.8%
Value ($000) $2,851 Shares 25,577 Est. Cost $114.85 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.7%
Value ($000) $2,770 Shares 5,649 Est. Cost $388.57 Unrealized +17.0%
HON HONEYWELL INTL INC 0.7%
Value ($000) $2,660 Shares 12,712 Est. Cost $192.01 Unrealized +7.9%
LRCX LAM RESEARCH CORP 0.7%
Value ($000) $2,618 Shares 19,552 Est. Cost $74.98 Unrealized +40.7%
TBIL RBB FD INC 0.7%
Value ($000) $2,469 Shares 49,388 Est. Cost $50.02 Unrealized
UNP UNION PAC CORP 0.6%
Value ($000) $2,375 Shares 10,056 Est. Cost $178.73 Unrealized +24.9%
EFA ISHARES TR 0.6%
Value ($000) $2,369 Shares 25,376 Est. Cost $66.57 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.6%
Value ($000) $2,355 Shares 50,936 Est. Cost $46.06 Unrealized
PANW PALO ALTO NETWORKS INC 0.6%
Value ($000) $2,350 Shares 11,541 Est. Cost $168.63 Unrealized +13.5%
GBIL GOLDMAN SACHS ETF TR 0.6%
Value ($000) $2,326 Shares 23,202 Est. Cost $100.16 Unrealized
QQQ INVESCO QQQ TR 0.6%
Value ($000) $2,319 Shares 3,863 Est. Cost $392.48 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $2,295 Shares 197,824 Est. Cost $12.48 Unrealized
AMAT APPLIED MATLS INC 0.6%
Value ($000) $2,219 Shares 10,837 Est. Cost $180.37 Unrealized +0.2%
HD HOME DEPOT INC 0.6%
Value ($000) $2,097 Shares 5,176 Est. Cost $328.96 Unrealized +18.3%
V VISA INC 0.5%
Value ($000) $2,051 Shares 6,009 Est. Cost $318.94 Unrealized +8.2%
KO COCA COLA CO 0.5%
Value ($000) $1,965 Shares 29,632 Est. Cost $65.18 Unrealized +4.2%
SJNK SPDR SERIES TRUST 0.5%
Value ($000) $1,886 Shares 73,660 Est. Cost $25.23 Unrealized
CMI CUMMINS INC 0.5%
Value ($000) $1,884 Shares 4,505 Est. Cost $248.56 Unrealized +53.2%
MSTR STRATEGY INC 0.5%
Value ($000) $1,877 Shares 5,825 Est. Cost $362.77 Unrealized +2.3%
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $1,872 Shares 3,291 Est. Cost $481.21 Unrealized +19.2%
BAB INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $1,863 Shares 68,257 Est. Cost $29.27 Unrealized
LOW LOWES COS INC 0.5%
Value ($000) $1,820 Shares 7,243 Est. Cost $198.64 Unrealized +22.9%
ORLY OREILLY AUTOMOTIVE INC 0.5%
Value ($000) $1,776 Shares 16,472 Est. Cost $91.20 Unrealized +10.2%
SNOW SNOWFLAKE INC 0.5%
Value ($000) $1,774 Shares 7,866 Est. Cost $193.35 Unrealized +11.1%
IVV ISHARES TR 0.5%
Value ($000) $1,761 Shares 2,631 Est. Cost $287.16 Unrealized
ZS ZSCALER INC 0.5%
Value ($000) $1,736 Shares 5,793 Est. Cost $285.11 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,710 Shares 10,952 Est. Cost $117.53 Unrealized +29.6%
IJH ISHARES TR 0.4%
Value ($000) $1,655 Shares 25,361 Est. Cost $83.50 Unrealized
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,642 Shares 5,824 Est. Cost $153.14 Unrealized
NOW SERVICENOW INC 0.4%
Value ($000) $1,468 Shares 1,595 Est. Cost $188.25 Unrealized -0.8%
AZO AUTOZONE INC 0.4%
Value ($000) $1,424 Shares 332 Est. Cost $3051.34 Unrealized +31.5%
QCOM QUALCOMM INC 0.4%
Value ($000) $1,422 Shares 8,548 Est. Cost $147.94 Unrealized +6.3%
SPG SIMON PPTY GROUP INC NEW 0.4%
Value ($000) $1,390 Shares 7,872 Est. Cost $61.26 Unrealized +176.0%
BA BOEING CO 0.4%
Value ($000) $1,382 Shares 21,800 Est. Cost $205.54 Unrealized +9.7%
ISRG INTUITIVE SURGICAL INC 0.4%
Value ($000) $1,333 Shares 2,981 Est. Cost $450.33 Unrealized +6.6%
PLTR PALANTIR TECHNOLOGIES INC 0.4%
Value ($000) $1,328 Shares 7,281 Est. Cost $127.99 Unrealized +26.6%
IJR ISHARES TR 0.4%
Value ($000) $1,324 Shares 11,140 Est. Cost $81.35 Unrealized
OZK BANK OZK LITTLE ROCK ARK 0.3%
Value ($000) $1,289 Shares 25,363 Est. Cost $40.32 Unrealized +24.2%
MSTR STRATEGY INC 0.3%
Value ($000) $1,285 Shares 34,800 Est. Cost $362.77 Unrealized +2.3%
IEF ISHARES TR 0.3%
Value ($000) $1,271 Shares 13,176 Est. Cost $95.40 Unrealized
KRE SPDR SERIES TRUST 0.3%
Value ($000) $1,251 Shares 19,756 Est. Cost $46.97 Unrealized
HCA HCA HEALTHCARE INC 0.3%
Value ($000) $1,198 Shares 2,811 Est. Cost $306.28 Unrealized +26.2%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $1,164 Shares 4,149 Est. Cost $183.06 Unrealized +41.8%
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $1,146 Shares 6,850 Est. Cost $105.24 Unrealized +21.5%
BITX VOLATILITY SHS TR 0.3%
Value ($000) $1,135 Shares 20,608 Est. Cost $55.08 Unrealized
JAAA JANUS DETROIT STR TR 0.3%
Value ($000) $1,127 Shares 22,192 Est. Cost $50.75 Unrealized
KEY KEYCORP 0.3%
Value ($000) $1,124 Shares 60,118 Est. Cost $12.62 Unrealized +44.0%
BITX VOLATILITY SHS TR 0.3%
Value ($000) $1,119 Shares 116,000 Est. Cost $55.08 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,118 Shares 19,445 Est. Cost $42.13 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.3%
Value ($000) $1,091 Shares 2,353 Est. Cost $370.04 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $1,068 Shares 23,599 Est. Cost $48.34 Unrealized -5.9%
SMH VANECK ETF TRUST 0.3%
Value ($000) $1,029 Shares 3,153 Est. Cost $249.11 Unrealized
DPZ DOMINOS PIZZA INC 0.3%
Value ($000) $1,027 Shares 2,379 Est. Cost $416.17 Unrealized +8.3%
SCHD SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,026 Shares 37,570 Est. Cost $27.35 Unrealized
FLOT ISHARES TR 0.3%
Value ($000) $1,019 Shares 19,939 Est. Cost $51.00 Unrealized
PGR PROGRESSIVE CORP 0.3%
Value ($000) $1,011 Shares 4,095 Est. Cost $218.07 Unrealized +6.3%
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $984 Shares 5,275 Est. Cost $168.33 Unrealized
FICO FAIR ISAAC CORP 0.3%
Value ($000) $949 Shares 634 Est. Cost $1611.42 Unrealized -6.7%
MCO MOODYS CORP 0.3%
Value ($000) $947 Shares 1,987 Est. Cost $406.29 Unrealized +23.7%
AGGH SIMPLIFY EXCHANGE TRADED FUN 0.3%
Value ($000) $945 Shares 45,606 Est. Cost $20.84 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $919 Shares 17,066 Est. Cost $25.39 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $916 Shares 3,245 Est. Cost $265.70 Unrealized +7.9%
MRK MERCK & CO INC 0.2%
Value ($000) $907 Shares 10,749 Est. Cost $94.75 Unrealized -14.5%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $884 Shares 13,600 Est. Cost $450.33 Unrealized +6.6%
JBBB JANUS DETROIT STR TR 0.2%
Value ($000) $879 Shares 18,246 Est. Cost $48.31 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.2%
Value ($000) $875 Shares 18,251 Est. Cost $47.75 Unrealized 0.0%
TFC TRUIST FINL CORP 0.2%
Value ($000) $869 Shares 19,009 Est. Cost $28.79 Unrealized +54.0%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $854 Shares 4,239 Est. Cost $204.01 Unrealized 0.0%
AI C3 AI INC 0.2%
Value ($000) $854 Shares 49,239 Est. Cost $26.70 Unrealized -21.8%
COKE COCA COLA CONS INC 0.2%
Value ($000) $829 Shares 7,075 Est. Cost $118.36 Unrealized -2.5%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $826 Shares 5,093 Est. Cost $115.50 Unrealized +43.0%
NFLX NETFLIX INC 0.2%
Value ($000) $804 Shares 671 Est. Cost $99.19 Unrealized +23.0%
MCK MCKESSON CORP 0.2%
Value ($000) $802 Shares 1,038 Est. Cost $606.87 Unrealized +15.8%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $761 Shares 3,786 Est. Cost $147.03 Unrealized +33.1%
CAT CATERPILLAR INC 0.2%
Value ($000) $755 Shares 1,632 Est. Cost $310.76 Unrealized +36.9%
INTU INTUIT 0.2%
Value ($000) $736 Shares 1,078 Est. Cost $719.44 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $659 Shares 15,088 Est. Cost $38.54 Unrealized +10.3%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $657 Shares 10,047 Est. Cost $55.86 Unrealized +44.1%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $641 Shares 7,014 Est. Cost $79.13 Unrealized
GE GE AEROSPACE 0.2%
Value ($000) $636 Shares 2,114 Est. Cost $236.66 Unrealized +15.2%
CRCL CIRCLE INTERNET GROUP INC 0.2%
Value ($000) $633 Shares 24,000 Est. Cost $161.14 Unrealized -1.8%
PFF ISHARES TR 0.2%
Value ($000) $628 Shares 19,855 Est. Cost $30.73 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $628 Shares 5,000 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $624 Shares 1,806 Est. Cost $298.94 Unrealized 0.0%
CRCL CIRCLE INTERNET GROUP INC 0.2%
Value ($000) $622 Shares 4,688 Est. Cost $161.14 Unrealized -1.8%
PFE PFIZER INC 0.2%
Value ($000) $620 Shares 23,910 Est. Cost $32.71 Unrealized -26.2%
GLD SPDR GOLD TR 0.2%
Value ($000) $611 Shares 1,719 Est. Cost $175.53 Unrealized
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $592 Shares 6,630 Est. Cost $42.47 Unrealized
BK BANK NEW YORK MELLON CORP 0.2%
Value ($000) $574 Shares 5,271 Est. Cost $90.67 Unrealized +11.8%
RDDT REDDIT INC 0.2%
Value ($000) $569 Shares 2,474 Est. Cost $169.72 Unrealized +20.2%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $563 Shares 3,996 Est. Cost $80.84 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $548 Shares 592 Est. Cost $970.56 Unrealized -1.4%
GSK GSK PLC 0.1%
Value ($000) $546 Shares 12,743 Est. Cost $36.99 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.1%
Value ($000) $542 Shares 5,431 Est. Cost $99.81 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $530 Shares 3,567 Est. Cost $77.68 Unrealized +74.5%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $524 Shares 9,665 Est. Cost $43.41 Unrealized
BTG B2GOLD CORP 0.1%
Value ($000) $520 Shares 105,000 Est. Cost $3.05 Unrealized +28.9%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $515 Shares 6,122 Est. Cost $75.71 Unrealized -2.9%
RTX RTX CORPORATION 0.1%
Value ($000) $514 Shares 3,074 Est. Cost $95.10 Unrealized +62.2%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $504 Shares 19,105 Est. Cost $17.51 Unrealized +45.8%
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $503 Shares 11,332 Est. Cost $44.07 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $500 Shares 7,000 Est. Cost $106.66 Unrealized +63.4%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $500 Shares 3,590 Est. Cost $91.27 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $498 Shares 4,408 Est. Cost $131.35 Unrealized -10.9%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $497 Shares 8,950 Est. Cost $53.56 Unrealized +26.3%
DDOG DATADOG INC 0.1%
Value ($000) $486 Shares 3,413 Est. Cost $122.10 Unrealized +12.8%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $485 Shares 5,558 Est. Cost $69.90 Unrealized
HWM HOWMET AEROSPACE INC 0.1%
Value ($000) $479 Shares 2,441 Est. Cost $165.76 Unrealized +9.9%
FEZ SPDR INDEX SHS FDS 0.1%
Value ($000) $478 Shares 7,687 Est. Cost $62.12 Unrealized
OKTA OKTA INC 0.1%
Value ($000) $475 Shares 5,180 Est. Cost $93.37 Unrealized 0.0%
AGNC AGNC INVT CORP 0.1%
Value ($000) $474 Shares 48,434 Est. Cost $9.73 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $469 Shares 5,987 Est. Cost $53.51 Unrealized
APP APPLOVIN CORP 0.1%
Value ($000) $468 Shares 651 Est. Cost $461.14 Unrealized 0.0%
NLY ANNALY CAPITAL MANAGEMENT IN 0.1%
Value ($000) $466 Shares 23,063 Est. Cost $18.93 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $457 Shares 1,930 Est. Cost $269.31 Unrealized -6.6%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $457 Shares 2,151 Est. Cost $122.02 Unrealized +78.5%
LLY ELI LILLY & CO 0.1%
Value ($000) $453 Shares 3,500 Est. Cost $528.30 Unrealized +40.5%
CRM SALESFORCE INC 0.1%
Value ($000) $443 Shares 9,900 Est. Cost $269.31 Unrealized -6.6%
VDC VANGUARD WORLD FD 0.1%
Value ($000) $440 Shares 2,058 Est. Cost $136.66 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $436 Shares 3,017 Est. Cost $95.63 Unrealized +38.3%
SN SHARKNINJA INC 0.1%
Value ($000) $433 Shares 4,197 Est. Cost $91.57 Unrealized +24.7%
GOOGL ALPHABET INC 0.1%
Value ($000) $432 Shares 4,500 Est. Cost $126.49 Unrealized +65.4%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $429 Shares 1,291 Est. Cost $279.16 Unrealized +13.4%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $428 Shares 4,371 Est. Cost $93.52 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $419 Shares 7,806 Est. Cost $64.88 Unrealized -16.7%
TGT TARGET CORP 0.1%
Value ($000) $419 Shares 4,428 Est. Cost $108.58 Unrealized -10.9%
SO SOUTHERN CO 0.1%
Value ($000) $413 Shares 4,411 Est. Cost $60.95 Unrealized +51.3%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $407 Shares 4,170 Est. Cost $102.49 Unrealized +1.0%
AMGN AMGEN INC 0.1%
Value ($000) $406 Shares 9,300 Est. Cost $265.70 Unrealized +7.9%
LEU CENTRUS ENERGY CORP 0.1%
Value ($000) $398 Shares 1,285 Est. Cost $221.21 Unrealized 0.0%
SNX TD SYNNEX CORPORATION 0.1%
Value ($000) $393 Shares 2,398 Est. Cost $124.16 Unrealized +18.0%
EME EMCOR GROUP INC 0.1%
Value ($000) $390 Shares 600 Est. Cost $431.82 Unrealized +40.4%
GEV GE VERNOVA INC 0.1%
Value ($000) $378 Shares 614 Est. Cost $605.52 Unrealized 0.0%
GDX VANECK ETF TRUST 0.1%
Value ($000) $369 Shares 4,826 Est. Cost $76.40 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $359 Shares 1,920 Est. Cost $197.00 Unrealized -8.8%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $349 Shares 1,022 Est. Cost $255.81 Unrealized +22.7%
INTC INTEL CORP 0.1%
Value ($000) $328 Shares 9,685 Est. Cost $35.38 Unrealized -31.5%
CSCO CISCO SYS INC 0.1%
Value ($000) $327 Shares 4,854 Est. Cost $45.90 Unrealized +46.8%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $326 Shares 654 Est. Cost $448.15 Unrealized 0.0%
ADBE ADOBE INC 0.1%
Value ($000) $323 Shares 915 Est. Cost $518.58 Unrealized -30.8%
ORCL ORACLE CORP 0.1%
Value ($000) $323 Shares 1,147 Est. Cost $161.57 Unrealized +57.3%
ZION ZIONS BANCORPORATION N A 0.1%
Value ($000) $318 Shares 5,623 Est. Cost $28.06 Unrealized +98.3%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $315 Shares 2,040 Est. Cost $90.31 Unrealized
CRWV COREWEAVE INC 0.1%
Value ($000) $312 Shares 6,300 Est. Cost $92.20 Unrealized +28.3%
T AT&T INC 0.1%
Value ($000) $311 Shares 11,008 Est. Cost $19.23 Unrealized +45.9%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $307 Shares 6,689 Est. Cost $42.91 Unrealized -20.0%
KR KROGER CO 0.1%
Value ($000) $302 Shares 4,481 Est. Cost $68.18 Unrealized +1.3%
KLAC KLA CORP 0.1%
Value ($000) $294 Shares 273 Est. Cost $930.36 Unrealized 0.0%
GIS GENERAL MLS INC 0.1%
Value ($000) $292 Shares 5,579 Est. Cost $63.78 Unrealized -22.5%
IAU ISHARES GOLD TR 0.1%
Value ($000) $289 Shares 3,972 Est. Cost $58.96 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $276 Shares 568 Est. Cost $496.66 Unrealized +7.5%
ALL ALLSTATE CORP 0.1%
Value ($000) $275 Shares 1,281 Est. Cost $189.83 Unrealized +5.5%
BITC BITWISE FUNDS TRUST 0.1%
Value ($000) $274 Shares 6,036 Est. Cost $41.53 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $268 Shares 2,000 Est. Cost $267.72 Unrealized +90.0%
LII LENNOX INTL INC 0.1%
Value ($000) $265 Shares 500 Est. Cost $390.92 Unrealized +48.6%
PPA INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $257 Shares 1,655 Est. Cost $155.45 Unrealized
ACGL ARCH CAP GROUP LTD 0.1%
Value ($000) $256 Shares 2,820 Est. Cost $78.38 Unrealized +14.4%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $256 Shares 3,387 Est. Cost $72.21 Unrealized 0.0%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $255 Shares 3,430 Est. Cost $74.37 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $252 Shares 8,889 Est. Cost $15.19 Unrealized +77.6%
TGT TARGET CORP 0.1%
Value ($000) $251 Shares 15,000 Est. Cost $108.58 Unrealized -10.9%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $248 Shares 3,705 Est. Cost $97.28 Unrealized -27.7%
ABBV ABBVIE INC 0.1%
Value ($000) $247 Shares 1,065 Est. Cost $201.95 Unrealized 0.0%
F FORD MTR CO 0.1%
Value ($000) $242 Shares 20,158 Est. Cost $11.24 Unrealized +0.7%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $241 Shares 14,050 Est. Cost $16.28 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.1%
Value ($000) $241 Shares 3,497 Est. Cost $39.05 Unrealized +60.8%
MCD MCDONALDS CORP 0.1%
Value ($000) $233 Shares 768 Est. Cost $233.68 Unrealized +29.0%
AMZN AMAZON COM INC 0.1%
Value ($000) $232 Shares 6,000 Est. Cost $135.97 Unrealized +66.5%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $229 Shares 1,245 Est. Cost $182.23 Unrealized +6.1%
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $228 Shares 11,170 Est. Cost $20.10 Unrealized +6.1%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $221 Shares 3,869 Est. Cost $57.10 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $220 Shares 1,290 Est. Cost $129.37 Unrealized +14.3%
KO COCA COLA CO 0.1%
Value ($000) $217 Shares 25,000 Est. Cost $65.18 Unrealized +4.2%
BFST BUSINESS FIRST BANCSHARES IN 0.1%
Value ($000) $209 Shares 8,831 Est. Cost $22.93 Unrealized +6.4%
CRWV COREWEAVE INC 0.1%
Value ($000) $208 Shares 1,517 Est. Cost $92.20 Unrealized +28.3%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $206 Shares 1,664 Est. Cost $109.40 Unrealized 0.0%
DOW DOW INC 0.1%
Value ($000) $203 Shares 8,132 Est. Cost $43.02 Unrealized -43.5%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $200 Shares 5,109 Est. Cost $60.38 Unrealized -25.4%
NUVEEN MUN HIGH INCOME OPPOR 0.1%
Value ($000) $199 Shares 18,800 Est. Cost $10.83 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $163 Shares 10,000 Est. Cost $84.67 Unrealized +82.9%
KRO KRONOS WORLDWIDE INC 0.0%
Value ($000) $139 Shares 21,800 Est. Cost $6.33 Unrealized -6.0%
AI C3 AI INC 0.0%
Value ($000) $126 Shares 37,000 Est. Cost $26.70 Unrealized -21.8%
RITHM PPTY TR INC 0.0%
Value ($000) $125 Shares 24,570 Est. Cost $6.13 Unrealized
FLL FULL HSE RESORTS INC 0.0%
Value ($000) $74 Shares 23,000 Est. Cost $4.23 Unrealized -7.2%
PSEC PROSPECT CAP CORP 0.0%
Value ($000) $28 Shares 10,276 Est. Cost $3.61 Unrealized -24.8%
RNTX REIN THERAPEUTICS INC 0.0%
Value ($000) $21 Shares 18,000 Est. Cost $2.77 Unrealized -54.2%