Avalon Trust Co Diversified Active

CIK: 0001798150 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 9, 2025

Total Value ($000): $1,257,423 (100.0% shares, 0.0% debt)

Holdings (429)

AAPL APPLE INC 7.9%
Value ($000) $99,488 Shares 447,882 Est. Cost $148.51 Unrealized +55.4%
MSFT MICROSOFT CORP 7.3%
Value ($000) $91,553 Shares 243,886 Est. Cost $256.32 Unrealized +58.0%
NVDA NVIDIA CORPORATION 6.3%
Value ($000) $78,881 Shares 727,820 Est. Cost $108.57 Unrealized +16.7%
AMZN AMAZON COM INC 5.6%
Value ($000) $70,212 Shares 369,031 Est. Cost $97.41 Unrealized +122.8%
GOOG ALPHABET INC 5.4%
Value ($000) $67,821 Shares 434,113 Est. Cost $96.81 Unrealized +88.5%
V VISA INC 4.8%
Value ($000) $60,087 Shares 171,451 Est. Cost $219.34 Unrealized +53.3%
AVGO BROADCOM INC 4.7%
Value ($000) $59,191 Shares 353,528 Est. Cost $146.84 Unrealized +42.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 4.0%
Value ($000) $50,580 Shares 94,972 Est. Cost $312.31 Unrealized +55.7%
PGR PROGRESSIVE CORP 2.6%
Value ($000) $32,381 Shares 114,415 Est. Cost $125.60 Unrealized +95.3%
BRK/A BERKSHIRE HATHAWAY INC DEL 2.4%
Value ($000) $30,341 Shares 38 Est. Cost $471903.72 Unrealized +54.6%
LOW LOWES COS INC 2.4%
Value ($000) $30,162 Shares 129,321 Est. Cost $192.87 Unrealized +25.5%
PPH VANECK ETF TRUST 2.1%
Value ($000) $25,852 Shares 283,685 Est. Cost $77.63 Unrealized
PWR QUANTA SVCS INC 2.0%
Value ($000) $24,624 Shares 96,878 Est. Cost $162.82 Unrealized +77.3%
PNC PNC FINL SVCS GROUP INC 1.9%
Value ($000) $23,328 Shares 132,719 Est. Cost $134.85 Unrealized +35.9%
AWK AMERICAN WTR WKS CO INC NEW 1.8%
Value ($000) $22,330 Shares 151,369 Est. Cost $131.37 Unrealized -1.7%
CMS CMS ENERGY CORP 1.7%
Value ($000) $21,633 Shares 288,021 Est. Cost $57.61 Unrealized +18.1%
RMD RESMED INC 1.7%
Value ($000) $21,441 Shares 95,785 Est. Cost $181.12 Unrealized +27.9%
LIN LINDE PLC 1.6%
Value ($000) $19,643 Shares 42,185 Est. Cost $328.51 Unrealized +35.3%
TMO THERMO FISHER SCIENTIFIC INC 1.5%
Value ($000) $18,513 Shares 37,206 Est. Cost $555.22 Unrealized -2.8%
FSLR FIRST SOLAR INC 1.4%
Value ($000) $17,720 Shares 140,168 Est. Cost $193.86 Unrealized -19.4%
AON AON PLC 1.4%
Value ($000) $17,676 Shares 44,291 Est. Cost $303.00 Unrealized +25.9%
COO COOPER COS INC 1.4%
Value ($000) $17,204 Shares 203,960 Est. Cost $89.61 Unrealized -0.0%
IBB ISHARES TR 1.3%
Value ($000) $16,249 Shares 127,045 Est. Cost $129.36 Unrealized
OWL BLUE OWL CAPITAL INC 1.3%
Value ($000) $15,795 Shares 788,169 Est. Cost $22.88 Unrealized -1.7%
AVB AVALONBAY CMNTYS INC 1.2%
Value ($000) $14,949 Shares 69,655 Est. Cost $153.68 Unrealized +36.4%
ADBE ADOBE INC 1.2%
Value ($000) $14,514 Shares 37,843 Est. Cost $419.61 Unrealized +2.2%
MDLZ MONDELEZ INTL INC 1.1%
Value ($000) $14,389 Shares 212,075 Est. Cost $61.22 Unrealized -2.4%
BE BLOOM ENERGY CORP 1.1%
Value ($000) $14,024 Shares 713,307 Est. Cost $15.42 Unrealized +54.8%
DHR DANAHER CORPORATION 1.1%
Value ($000) $13,818 Shares 67,406 Est. Cost $225.44 Unrealized -3.8%
TJX TJX COS INC NEW 1.0%
Value ($000) $13,071 Shares 107,312 Est. Cost $75.64 Unrealized +58.8%
VLTO VERALTO CORP 1.0%
Value ($000) $12,848 Shares 131,843 Est. Cost $73.75 Unrealized +34.7%
PANW PALO ALTO NETWORKS INC 1.0%
Value ($000) $12,131 Shares 71,093 Est. Cost $161.95 Unrealized +14.2%
GTLS CHART INDS INC 1.0%
Value ($000) $12,131 Shares 84,034 Est. Cost $132.99 Unrealized +38.5%
TYL TYLER TECHNOLOGIES INC 1.0%
Value ($000) $12,017 Shares 20,670 Est. Cost $325.31 Unrealized +82.6%
VMI VALMONT INDS INC 0.9%
Value ($000) $11,836 Shares 41,475 Est. Cost $315.74 Unrealized +3.3%
GOOGL ALPHABET INC 0.9%
Value ($000) $11,346 Shares 73,373 Est. Cost $98.38 Unrealized +83.7%
ASML ASML HOLDING N V 0.7%
Value ($000) $9,318 Shares 14,062 Est. Cost $830.74 Unrealized
USFD US FOODS HLDG CORP 0.7%
Value ($000) $9,119 Shares 139,300 Est. Cost $68.31 Unrealized +0.0%
ANET ARISTA NETWORKS INC 0.6%
Value ($000) $8,083 Shares 104,326 Est. Cost $102.81 Unrealized -1.4%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $7,944 Shares 47,904 Est. Cost $147.89 Unrealized +3.1%
NOW SERVICENOW INC 0.6%
Value ($000) $7,865 Shares 9,879 Est. Cost $192.17 Unrealized +0.3%
NVT NVENT ELECTRIC PLC 0.6%
Value ($000) $7,255 Shares 138,399 Est. Cost $72.38 Unrealized -13.6%
BIPC BROOKFIELD INFRASTRUCTURE CO 0.6%
Value ($000) $7,087 Shares 195,835 Est. Cost $40.09 Unrealized -5.5%
BIP BROOKFIELD INFRAST PARTNERS 0.5%
Value ($000) $6,137 Shares 205,992 Est. Cost $33.77 Unrealized
HASI HA SUSTAINABLE INFRA CAP INC 0.4%
Value ($000) $5,299 Shares 181,235 Est. Cost $26.05 Unrealized +2.8%
ADI ANALOG DEVICES INC 0.4%
Value ($000) $5,098 Shares 25,278 Est. Cost $170.53 Unrealized +24.9%
NOC NORTHROP GRUMMAN CORP 0.4%
Value ($000) $4,458 Shares 8,706 Est. Cost $442.02 Unrealized +6.3%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $3,843 Shares 6,870 Est. Cost $416.81 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $3,168 Shares 35,292 Est. Cost $98.85 Unrealized -8.8%
GLD SPDR GOLD TR 0.3%
Value ($000) $3,160 Shares 10,967 Est. Cost $199.34 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $2,829 Shares 5,162 Est. Cost $357.45 Unrealized +51.6%
TT TRANE TECHNOLOGIES PLC 0.2%
Value ($000) $2,810 Shares 8,340 Est. Cost $175.88 Unrealized +104.1%
MEG MONTROSE ENVIRONMENTAL GROUP 0.2%
Value ($000) $2,778 Shares 194,797 Est. Cost $40.08 Unrealized -52.5%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $2,438 Shares 16,695 Est. Cost $129.53 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $1,982 Shares 2,096 Est. Cost $483.95 Unrealized +100.5%
NVR NVR INC 0.1%
Value ($000) $1,818 Shares 251 Est. Cost $5160.73 Unrealized +47.4%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,748 Shares 24,663 Est. Cost $70.65 Unrealized -2.8%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $1,635 Shares 7,516 Est. Cost $189.00 Unrealized +0.3%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $1,622 Shares 5,900 Est. Cost $207.08 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $1,616 Shares 6,112 Est. Cost $170.31 Unrealized +44.1%
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $1,553 Shares 25,000 Est. Cost $55.21 Unrealized
KKR KKR & CO INC 0.1%
Value ($000) $1,481 Shares 12,810 Est. Cost $90.42 Unrealized +51.4%
AMAL AMALGAMATED FINANCIAL CORP 0.1%
Value ($000) $1,456 Shares 50,645 Est. Cost $20.77 Unrealized +54.3%
ULTA ULTA BEAUTY INC 0.1%
Value ($000) $1,428 Shares 3,895 Est. Cost $503.15 Unrealized -24.3%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $1,378 Shares 8,000 Est. Cost $140.20 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $1,254 Shares 7,360 Est. Cost $134.68 Unrealized +21.7%
MS MORGAN STANLEY 0.1%
Value ($000) $1,167 Shares 10,000 Est. Cost $84.81 Unrealized +48.5%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,165 Shares 2,224 Est. Cost $479.34 Unrealized +4.2%
LKQ LKQ CORP 0.1%
Value ($000) $1,127 Shares 26,500 Est. Cost $51.91 Unrealized -26.0%
DHI D R HORTON INC 0.1%
Value ($000) $1,112 Shares 8,750 Est. Cost $92.76 Unrealized +43.1%
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $1,075 Shares 4,382 Est. Cost $140.84 Unrealized +78.1%
BN BROOKFIELD CORP 0.1%
Value ($000) $1,048 Shares 20,000 Est. Cost $25.70 Unrealized +46.3%
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $1,033 Shares 10,600 Est. Cost $111.30 Unrealized -10.7%
IVV ISHARES TR 0.1%
Value ($000) $977 Shares 1,738 Est. Cost $558.70 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $966 Shares 6,912 Est. Cost $96.24 Unrealized +67.9%
LEN LENNAR CORP 0.1%
Value ($000) $918 Shares 8,000 Est. Cost $94.99 Unrealized +29.6%
ABT ABBOTT LABS 0.1%
Value ($000) $894 Shares 6,741 Est. Cost $104.24 Unrealized +20.4%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $792 Shares 1,450 Est. Cost $323.64 Unrealized +82.5%
MGK VANGUARD WORLD FD 0.1%
Value ($000) $757 Shares 2,450 Est. Cost $259.51 Unrealized
MKL MARKEL GROUP INC 0.1%
Value ($000) $748 Shares 400 Est. Cost $1466.28 Unrealized +25.5%
LLY ELI LILLY & CO 0.1%
Value ($000) $728 Shares 881 Est. Cost $439.43 Unrealized +88.1%
AKR ACADIA RLTY TR 0.1%
Value ($000) $712 Shares 34,000 Est. Cost $20.95 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $669 Shares 1,254 Est. Cost $507.38 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $662 Shares 2,714 Est. Cost $216.09 Unrealized +3.4%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $651 Shares 8,320 Est. Cost $70.26 Unrealized +10.5%
OC OWENS CORNING NEW 0.1%
Value ($000) $643 Shares 4,500 Est. Cost $94.64 Unrealized +74.7%
CF CF INDS HLDGS INC 0.0%
Value ($000) $625 Shares 8,000 Est. Cost $76.41 Unrealized +7.5%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $593 Shares 1,991 Est. Cost $177.79 Unrealized +61.1%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $590 Shares 1,932 Est. Cost $222.29 Unrealized +32.9%
KRNT KORNIT DIGITAL LTD 0.0%
Value ($000) $574 Shares 30,085 Est. Cost $22.56 Unrealized +15.8%
ABBV ABBVIE INC 0.0%
Value ($000) $568 Shares 2,712 Est. Cost $137.93 Unrealized +37.3%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $545 Shares 2,457 Est. Cost $213.33 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $527 Shares 2,800 Est. Cost $280.72 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $504 Shares 1,376 Est. Cost $289.88 Unrealized +31.3%
GIS GENERAL MLS INC 0.0%
Value ($000) $502 Shares 8,398 Est. Cost $71.95 Unrealized -19.4%
CRM SALESFORCE INC 0.0%
Value ($000) $475 Shares 1,769 Est. Cost $179.52 Unrealized +72.1%
MMM 3M CO 0.0%
Value ($000) $472 Shares 3,217 Est. Cost $84.30 Unrealized +71.5%
WAT WATERS CORP 0.0%
Value ($000) $459 Shares 1,245 Est. Cost $323.46 Unrealized +19.7%
PEP PEPSICO INC 0.0%
Value ($000) $446 Shares 2,974 Est. Cost $158.60 Unrealized -9.5%
MGV VANGUARD WORLD FD 0.0%
Value ($000) $417 Shares 3,234 Est. Cost $109.37 Unrealized
WMT WALMART INC 0.0%
Value ($000) $417 Shares 4,744 Est. Cost $77.17 Unrealized +20.4%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $410 Shares 4,526 Est. Cost $83.42 Unrealized
VDC VANGUARD WORLD FD 0.0%
Value ($000) $388 Shares 1,775 Est. Cost $197.80 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $383 Shares 3,424 Est. Cost $111.88 Unrealized -0.0%
USMV ISHARES TR 0.0%
Value ($000) $379 Shares 4,050 Est. Cost $72.85 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $369 Shares 787 Est. Cost $445.22 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $361 Shares 8,775 Est. Cost $37.29 Unrealized +14.5%
IMCG ISHARES TR 0.0%
Value ($000) $357 Shares 5,000 Est. Cost $64.45 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $357 Shares 721 Est. Cost $309.55 Unrealized +78.7%
SJM SMUCKER J M CO 0.0%
Value ($000) $355 Shares 3,000 Est. Cost $137.05 Unrealized -23.9%
ZTS ZOETIS INC 0.0%
Value ($000) $340 Shares 2,066 Est. Cost $170.89 Unrealized -3.7%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $335 Shares 2,820 Est. Cost $103.64 Unrealized +3.4%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $303 Shares 1,220 Est. Cost $140.98 Unrealized +69.8%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $298 Shares 1,441 Est. Cost $197.74 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $289 Shares 924 Est. Cost $251.76 Unrealized +16.3%
BAC BANK AMERICA CORP 0.0%
Value ($000) $276 Shares 6,624 Est. Cost $40.61 Unrealized +7.4%
META META PLATFORMS INC 0.0%
Value ($000) $265 Shares 459 Est. Cost $622.98 Unrealized +3.3%
IWM ISHARES TR 0.0%
Value ($000) $259 Shares 1,300 Est. Cost $190.86 Unrealized
VPU VANGUARD WORLD FD 0.0%
Value ($000) $249 Shares 1,457 Est. Cost $170.81 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $237 Shares 1,004 Est. Cost $191.65 Unrealized +22.9%
SBUX STARBUCKS CORP 0.0%
Value ($000) $234 Shares 2,384 Est. Cost $96.83 Unrealized +4.3%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $233 Shares 1,200 Est. Cost $184.01 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $229 Shares 905 Est. Cost $150.99 Unrealized +65.3%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $224 Shares 1,096 Est. Cost $202.58 Unrealized -8.2%
URI UNITED RENTALS INC 0.0%
Value ($000) $219 Shares 349 Est. Cost $407.64 Unrealized +67.3%
BROOKLINE BANCORP INC DEL 0.0%
Value ($000) $218 Shares 20,000 Est. Cost $10.50 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $214 Shares 3,075 Est. Cost $116.26 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $212 Shares 3,433 Est. Cost $45.69 Unrealized +31.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $210 Shares 1,266 Est. Cost $95.68 Unrealized
XAR SPDR SER TR 0.0%
Value ($000) $206 Shares 1,280 Est. Cost $160.69 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $205 Shares 842 Est. Cost $193.78 Unrealized +30.9%
USFR WISDOMTREE TR 0.0%
Value ($000) $196 Shares 3,900 Est. Cost $50.33 Unrealized
IXN ISHARES TR 0.0%
Value ($000) $190 Shares 2,503 Est. Cost $75.74 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $188 Shares 1,722 Est. Cost $91.56 Unrealized +7.5%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $187 Shares 1,447 Est. Cost $128.95 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $186 Shares 2,599 Est. Cost $55.91 Unrealized +16.2%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $183 Shares 128 Est. Cost $73.05 Unrealized +19.1%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $180 Shares 3,964 Est. Cost $35.68 Unrealized +10.9%
COR CENCORA INC 0.0%
Value ($000) $178 Shares 640 Est. Cost $173.02 Unrealized +44.2%
CI THE CIGNA GROUP 0.0%
Value ($000) $175 Shares 531 Est. Cost $276.18 Unrealized +7.1%
CAT CATERPILLAR INC 0.0%
Value ($000) $172 Shares 521 Est. Cost $270.91 Unrealized +29.9%
TSLA TESLA INC 0.0%
Value ($000) $172 Shares 662 Est. Cost $206.25 Unrealized +61.6%
NVS NOVARTIS AG 0.0%
Value ($000) $167 Shares 1,500 Est. Cost $92.13 Unrealized
TRMB TRIMBLE INC 0.0%
Value ($000) $164 Shares 2,494 Est. Cost $53.33 Unrealized +34.8%
NI NISOURCE INC 0.0%
Value ($000) $160 Shares 4,000 Est. Cost $24.88 Unrealized +51.3%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $159 Shares 540 Est. Cost $268.53 Unrealized +11.9%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $158 Shares 943 Est. Cost $147.73 Unrealized +1.9%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $157 Shares 874 Est. Cost $161.35 Unrealized +12.9%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $155 Shares 656 Est. Cost $216.72 Unrealized +10.4%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $153 Shares 491 Est. Cost $261.35 Unrealized +33.7%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $152 Shares 2,497 Est. Cost $56.73 Unrealized -2.2%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $152 Shares 350 Est. Cost $455.20 Unrealized -13.4%
ICSH ISHARES TR 0.0%
Value ($000) $148 Shares 2,927 Est. Cost $50.59 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $144 Shares 478 Est. Cost $210.74 Unrealized +31.1%
EQIX EQUINIX INC 0.0%
Value ($000) $143 Shares 175 Est. Cost $874.25 Unrealized +0.7%
EMR EMERSON ELEC CO 0.0%
Value ($000) $143 Shares 1,300 Est. Cost $85.75 Unrealized +38.5%
TGT TARGET CORP 0.0%
Value ($000) $141 Shares 1,348 Est. Cost $148.63 Unrealized -19.1%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $135 Shares 782 Est. Cost $172.75 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $131 Shares 1,000 Est. Cost $73.32 Unrealized +86.2%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $130 Shares 3,800 Est. Cost $29.18 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $128 Shares 1,965 Est. Cost $77.30 Unrealized +0.5%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $128 Shares 252 Est. Cost $343.70 Unrealized +47.7%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $127 Shares 1,975 Est. Cost $64.52 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $127 Shares 1,800 Est. Cost $63.77 Unrealized +3.5%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $127 Shares 885 Est. Cost $140.40 Unrealized +12.6%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $126 Shares 245 Est. Cost $380.60 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $124 Shares 1,800 Est. Cost $62.10 Unrealized 0.0%
CSX CSX CORP 0.0%
Value ($000) $122 Shares 4,160 Est. Cost $32.30 Unrealized -3.1%
ITOT ISHARES TR 0.0%
Value ($000) $122 Shares 1,000 Est. Cost $125.62 Unrealized
ILCG ISHARES TR 0.0%
Value ($000) $117 Shares 1,444 Est. Cost $80.97 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $116 Shares 500 Est. Cost $146.36 Unrealized +49.2%
PIO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $116 Shares 2,881 Est. Cost $40.13 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value ($000) $116 Shares 213 Est. Cost $524.52 Unrealized
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $111 Shares 370 Est. Cost $287.59 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $109 Shares 1,065 Est. Cost $142.66 Unrealized -22.1%
INTU INTUIT 0.0%
Value ($000) $109 Shares 177 Est. Cost $429.38 Unrealized +39.1%
IXC ISHARES TR 0.0%
Value ($000) $108 Shares 2,575 Est. Cost $42.07 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $107 Shares 115 Est. Cost $68.44 Unrealized +39.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $106 Shares 1,887 Est. Cost $52.34 Unrealized +0.7%
IWD ISHARES TR 0.0%
Value ($000) $105 Shares 558 Est. Cost $189.89 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $105 Shares 700 Est. Cost $153.78 Unrealized +7.4%
CPT CAMDEN PPTY TR 0.0%
Value ($000) $101 Shares 826 Est. Cost $113.24 Unrealized 0.0%
VHT VANGUARD WORLD FD 0.0%
Value ($000) $99 Shares 375 Est. Cost $264.95 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $99 Shares 750 Est. Cost $124.76 Unrealized 0.0%
GE GE AEROSPACE 0.0%
Value ($000) $99 Shares 496 Est. Cost $164.00 Unrealized +19.4%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $99 Shares 369 Est. Cost $165.97 Unrealized +76.2%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $99 Shares 2,000 Est. Cost $60.27 Unrealized -20.6%
PIPR PIPER SANDLER COMPANIES 0.0%
Value ($000) $98 Shares 395 Est. Cost $264.10 Unrealized +8.4%
IJH ISHARES TR 0.0%
Value ($000) $97 Shares 1,655 Est. Cost $104.02 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $96 Shares 3,420 Est. Cost $42.60 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $95 Shares 985 Est. Cost $56.85 Unrealized +78.3%
CGW INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $92 Shares 1,658 Est. Cost $55.69 Unrealized
WU WESTERN UN CO 0.0%
Value ($000) $91 Shares 8,600 Est. Cost $11.15 Unrealized
CLMB CLIMB GLOBAL SOLUTIONS INC 0.0%
Value ($000) $89 Shares 800 Est. Cost $59.96 Unrealized +104.8%
BX BLACKSTONE INC 0.0%
Value ($000) $88 Shares 633 Est. Cost $81.16 Unrealized +94.9%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $88 Shares 800 Est. Cost $98.14 Unrealized +7.9%
EFA ISHARES TR 0.0%
Value ($000) $87 Shares 1,069 Est. Cost $81.53 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $85 Shares 875 Est. Cost $90.80 Unrealized +13.4%
IWR ISHARES TR 0.0%
Value ($000) $85 Shares 1,000 Est. Cost $69.92 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $85 Shares 350 Est. Cost $204.32 Unrealized +8.6%
HACK AMPLIFY ETF TR 0.0%
Value ($000) $84 Shares 1,175 Est. Cost $71.80 Unrealized
MCB METROPOLITAN BK HLDG CORP 0.0%
Value ($000) $84 Shares 1,500 Est. Cost $59.03 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $82 Shares 880 Est. Cost $74.61 Unrealized +17.7%
ETN EATON CORP PLC 0.0%
Value ($000) $81 Shares 296 Est. Cost $214.28 Unrealized +44.0%
MET METLIFE INC 0.0%
Value ($000) $80 Shares 1,000 Est. Cost $81.16 Unrealized 0.0%
SCI SERVICE CORP INTL 0.0%
Value ($000) $80 Shares 1,000 Est. Cost $69.07 Unrealized +13.9%
JBL JABIL INC 0.0%
Value ($000) $80 Shares 586 Est. Cost $126.75 Unrealized +21.1%
WELL WELLTOWER INC 0.0%
Value ($000) $79 Shares 517 Est. Cost $140.30 Unrealized 0.0%
SLV ISHARES SILVER TR 0.0%
Value ($000) $79 Shares 2,550 Est. Cost $30.99 Unrealized
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $79 Shares 532 Est. Cost $145.24 Unrealized 0.0%
ENB ENBRIDGE INC 0.0%
Value ($000) $78 Shares 1,750 Est. Cost $41.39 Unrealized 0.0%
FMCX NORTHERN LTS FD TR IV 0.0%
Value ($000) $77 Shares 2,600 Est. Cost $28.94 Unrealized
PSTG PURE STORAGE INC 0.0%
Value ($000) $76 Shares 1,725 Est. Cost $55.69 Unrealized +8.3%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $74 Shares 126 Est. Cost $480.97 Unrealized +15.9%
MPLX MPLX LP 0.0%
Value ($000) $74 Shares 1,387 Est. Cost $34.88 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $73 Shares 666 Est. Cost $84.39 Unrealized +17.6%
REXR REXFORD INDL RLTY INC 0.0%
Value ($000) $66 Shares 1,695 Est. Cost $39.15 Unrealized
SUI SUN CMNTYS INC 0.0%
Value ($000) $65 Shares 507 Est. Cost $128.64 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $65 Shares 886 Est. Cost $71.89 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $65 Shares 295 Est. Cost $205.35 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $64 Shares 1,699 Est. Cost $35.90 Unrealized +5.3%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $64 Shares 450 Est. Cost $128.19 Unrealized +1.2%
CMI CUMMINS INC 0.0%
Value ($000) $63 Shares 200 Est. Cost $227.95 Unrealized +51.8%
INVH INVITATION HOMES INC 0.0%
Value ($000) $63 Shares 1,795 Est. Cost $31.11 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value ($000) $62 Shares 200 Est. Cost $224.03 Unrealized +28.2%
BLK BLACKROCK INC 0.0%
Value ($000) $62 Shares 66 Est. Cost $988.40 Unrealized -2.7%
KELLANOVA 0.0%
Value ($000) $62 Shares 750 Est. Cost $80.02 Unrealized 0.0%
AEE AMEREN CORP 0.0%
Value ($000) $62 Shares 614 Est. Cost $78.05 Unrealized +20.1%
HESS CORP 0.0%
Value ($000) $61 Shares 385 Est. Cost $133.01 Unrealized
OSCR OSCAR HEALTH INC 0.0%
Value ($000) $61 Shares 4,633 Est. Cost $13.70 Unrealized +8.4%
RSPS INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $59 Shares 1,930 Est. Cost $30.82 Unrealized
PKG PACKAGING CORP AMER 0.0%
Value ($000) $59 Shares 300 Est. Cost $125.10 Unrealized +66.6%
BRX BRIXMOR PPTY GROUP INC 0.0%
Value ($000) $59 Shares 2,222 Est. Cost $26.55 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $58 Shares 1,995 Est. Cost $28.59 Unrealized +0.9%
IDA IDACORP INC 0.0%
Value ($000) $58 Shares 500 Est. Cost $105.28 Unrealized +6.5%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $58 Shares 800 Est. Cost $78.60 Unrealized -8.9%
AGNC AGNC INVT CORP 0.0%
Value ($000) $57 Shares 6,000 Est. Cost $9.58 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $57 Shares 754 Est. Cost $60.70 Unrealized +22.7%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $57 Shares 725 Est. Cost $78.94 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $57 Shares 704 Est. Cost $81.09 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $57 Shares 2,000 Est. Cost $17.73 Unrealized +50.6%
PLPC PREFORMED LINE PRODS CO 0.0%
Value ($000) $56 Shares 400 Est. Cost $127.77 Unrealized +6.4%
MGEE MGE ENERGY INC 0.0%
Value ($000) $56 Shares 600 Est. Cost $67.95 Unrealized +31.3%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $55 Shares 770 Est. Cost $73.70 Unrealized 0.0%
CALF PACER FDS TR 0.0%
Value ($000) $54 Shares 1,450 Est. Cost $37.50 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $54 Shares 900 Est. Cost $53.98 Unrealized
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $53 Shares 235 Est. Cost $204.35 Unrealized +1.0%
HR HEALTHCARE RLTY TR 0.0%
Value ($000) $53 Shares 3,139 Est. Cost $16.90 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $53 Shares 1,252 Est. Cost $40.68 Unrealized +8.6%
DEO DIAGEO PLC 0.0%
Value ($000) $52 Shares 500 Est. Cost $105.55 Unrealized
AMH AMERICAN HOMES 4 RENT 0.0%
Value ($000) $52 Shares 1,370 Est. Cost $37.81 Unrealized
APTV APTIV PLC 0.0%
Value ($000) $51 Shares 850 Est. Cost $61.47 Unrealized +3.1%
ARKR ARK RESTAURANTS CORP 0.0%
Value ($000) $51 Shares 5,000 Est. Cost $17.23 Unrealized -30.7%
QCOM QUALCOMM INC 0.0%
Value ($000) $50 Shares 327 Est. Cost $118.02 Unrealized +35.3%
ITM VANECK ETF TRUST 0.0%
Value ($000) $50 Shares 1,100 Est. Cost $46.47 Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $49.90 Unrealized
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value ($000) $49 Shares 500 Est. Cost $92.03 Unrealized +7.9%
COLD AMERICOLD REALTY TRUST INC 0.0%
Value ($000) $49 Shares 2,263 Est. Cost $21.46 Unrealized
SILA SILA REALTY TRUST INC 0.0%
Value ($000) $47 Shares 1,763 Est. Cost $26.71 Unrealized
VMC VULCAN MATLS CO 0.0%
Value ($000) $47 Shares 200 Est. Cost $208.58 Unrealized +20.9%
VLUE ISHARES TR 0.0%
Value ($000) $46 Shares 435 Est. Cost $106.65 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $46 Shares 365 Est. Cost $130.47 Unrealized -4.2%
CWEN CLEARWAY ENERGY INC 0.0%
Value ($000) $45 Shares 1,500 Est. Cost $20.51 Unrealized +25.9%
MO ALTRIA GROUP INC 0.0%
Value ($000) $45 Shares 750 Est. Cost $51.03 Unrealized 0.0%
T AT&T INC 0.0%
Value ($000) $45 Shares 1,587 Est. Cost $13.98 Unrealized +74.2%
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $44 Shares 299 Est. Cost $165.33 Unrealized +1.8%
OLB OLB GROUP INC 0.0%
Value ($000) $43 Shares 36,050 Est. Cost $4.05 Unrealized -64.8%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $43 Shares 571 Est. Cost $32.98 Unrealized -3.3%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $42 Shares 150 Est. Cost $366.85 Unrealized 0.0%
SMH VANECK ETF TRUST 0.0%
Value ($000) $42 Shares 200 Est. Cost $211.47 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $42 Shares 138 Est. Cost $279.97 Unrealized +24.4%
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value ($000) $41 Shares 750 Est. Cost $61.49 Unrealized 0.0%
ADSK AUTODESK INC 0.0%
Value ($000) $41 Shares 155 Est. Cost $208.49 Unrealized +36.4%
PFE PFIZER INC 0.0%
Value ($000) $41 Shares 1,599 Est. Cost $33.39 Unrealized -26.0%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $40 Shares 1,600 Est. Cost $39.64 Unrealized
BLND BLEND LABS INC 0.0%
Value ($000) $40 Shares 11,939 Est. Cost $3.31 Unrealized +9.7%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $39 Shares 500 Est. Cost $67.69 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $40.69 Unrealized 0.0%
AZEK CO INC 0.0%
Value ($000) $39 Shares 800 Est. Cost $47.47 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $39 Shares 375 Est. Cost $109.85 Unrealized -18.9%
SYK STRYKER CORPORATION 0.0%
Value ($000) $37 Shares 100 Est. Cost $257.74 Unrealized +46.3%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $37 Shares 425 Est. Cost $101.25 Unrealized -5.4%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $37 Shares 20 Est. Cost $2135.94 Unrealized -13.3%
HDV ISHARES TR 0.0%
Value ($000) $36 Shares 300 Est. Cost $101.66 Unrealized
AHR AMERICAN HEALTHCARE REIT INC 0.0%
Value ($000) $36 Shares 1,194 Est. Cost $30.30 Unrealized
IVT INVENTRUST PPTYS CORP 0.0%
Value ($000) $36 Shares 1,230 Est. Cost $29.37 Unrealized
STAG STAG INDL INC 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $36.12 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $36 Shares 300 Est. Cost $100.91 Unrealized +21.6%
FERG FERGUSON ENTERPRISES INC 0.0%
Value ($000) $36 Shares 223 Est. Cost $197.54 Unrealized -13.6%
UNILEVER PLC 0.0%
Value ($000) $36 Shares 600 Est. Cost $54.91 Unrealized
VICI VICI PPTYS INC 0.0%
Value ($000) $35 Shares 1,076 Est. Cost $29.16 Unrealized 0.0%
TECH BIO-TECHNE CORP 0.0%
Value ($000) $35 Shares 596 Est. Cost $76.02 Unrealized -11.3%
NNN NNN REIT INC 0.0%
Value ($000) $35 Shares 818 Est. Cost $42.65 Unrealized
HIW HIGHWOODS PPTYS INC 0.0%
Value ($000) $35 Shares 1,175 Est. Cost $29.64 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $34 Shares 133 Est. Cost $263.59 Unrealized
NKE NIKE INC 0.0%
Value ($000) $34 Shares 537 Est. Cost $102.37 Unrealized -29.6%
LRGF ISHARES TR 0.0%
Value ($000) $34 Shares 580 Est. Cost $44.56 Unrealized
TOST TOAST INC 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $19.72 Unrealized +89.8%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $33 Shares 130 Est. Cost $290.70 Unrealized -4.3%
BXP BXP INC 0.0%
Value ($000) $33 Shares 484 Est. Cost $66.83 Unrealized 0.0%
DEUS DBX ETF TR 0.0%
Value ($000) $32 Shares 600 Est. Cost $43.06 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $32 Shares 347 Est. Cost $92.02 Unrealized 0.0%
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $32 Shares 215 Est. Cost $105.44 Unrealized +30.6%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $32 Shares 50 Est. Cost $834.60 Unrealized -18.0%
NRIX NURIX THERAPEUTICS INC 0.0%
Value ($000) $31 Shares 2,650 Est. Cost $10.42 Unrealized +60.5%
TIP ISHARES TR 0.0%
Value ($000) $31 Shares 275 Est. Cost $111.09 Unrealized
LAKE LAKELAND INDS INC 0.0%
Value ($000) $30 Shares 1,500 Est. Cost $18.81 Unrealized +22.3%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $30 Shares 160 Est. Cost $193.61 Unrealized +8.2%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $30 Shares 250 Est. Cost $136.24 Unrealized -6.3%
IWN ISHARES TR 0.0%
Value ($000) $30 Shares 200 Est. Cost $150.98 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $30 Shares 410 Est. Cost $74.98 Unrealized +4.2%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $30 Shares 295 Est. Cost $47.13 Unrealized +113.7%
RSPH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $29.75 Unrealized
WMS ADVANCED DRAIN SYS INC DEL 0.0%
Value ($000) $29 Shares 270 Est. Cost $119.33 Unrealized -2.8%
SUN SUNOCO LP/SUNOCO FIN CORP 0.0%
Value ($000) $29 Shares 500 Est. Cost $48.95 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $29 Shares 470 Est. Cost $60.66 Unrealized
ALC ALCON AG 0.0%
Value ($000) $28 Shares 300 Est. Cost $70.46 Unrealized +26.9%
C CITIGROUP INC 0.0%
Value ($000) $28 Shares 400 Est. Cost $41.35 Unrealized +80.3%
DFH DREAM FINDERS HOMES INC 0.0%
Value ($000) $27 Shares 1,200 Est. Cost $24.88 Unrealized -6.0%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $27 Shares 406 Est. Cost $68.42 Unrealized -1.0%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $26 Shares 416 Est. Cost $92.47 Unrealized +4.6%
SHEL SHELL PLC 0.0%
Value ($000) $25 Shares 335 Est. Cost $73.17 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $23 Shares 158 Est. Cost $166.66 Unrealized 0.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $23 Shares 107 Est. Cost $194.74 Unrealized +1.9%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $22 Shares 91 Est. Cost $252.66 Unrealized -0.8%
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $21 Shares 200 Est. Cost $106.79 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $21 Shares 50 Est. Cost $478.56 Unrealized -9.3%
FDVV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $20 Shares 400 Est. Cost $49.60 Unrealized
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $19.77 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $19 Shares 82 Est. Cost $225.16 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $19 Shares 43 Est. Cost $468.46 Unrealized -5.7%
INTC INTEL CORP 0.0%
Value ($000) $19 Shares 816 Est. Cost $22.21 Unrealized -1.5%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $18 Shares 164 Est. Cost $82.68 Unrealized +31.8%
KVUE KENVUE INC 0.0%
Value ($000) $18 Shares 750 Est. Cost $21.38 Unrealized 0.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $18 Shares 200 Est. Cost $74.52 Unrealized +17.3%
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $18 Shares 301 Est. Cost $57.73 Unrealized
OPRX OPTIMIZERX CORP 0.0%
Value ($000) $17 Shares 2,000 Est. Cost $16.73 Unrealized -63.5%
WMB WILLIAMS COS INC 0.0%
Value ($000) $17 Shares 283 Est. Cost $51.72 Unrealized +7.2%
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $17 Shares 50 Est. Cost $232.68 Unrealized +38.5%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $17 Shares 255 Est. Cost $67.99 Unrealized
FTAI FTAI AVIATION LTD 0.0%
Value ($000) $17 Shares 150 Est. Cost $22.27 Unrealized +425.7%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $16 Shares 89 Est. Cost $177.78 Unrealized 0.0%
XYZ BLOCK INC 0.0%
Value ($000) $16 Shares 300 Est. Cost $74.64 Unrealized 0.0%
IR INGERSOLL RAND INC 0.0%
Value ($000) $16 Shares 194 Est. Cost $87.04 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $15 Shares 136 Est. Cost $157.48 Unrealized -28.5%
CORNERSTONE STRATEGIC INVEST 0.0%
Value ($000) $15 Shares 2,000 Est. Cost $7.43 Unrealized
374WATER INC 0.0%
Value ($000) $15 Shares 43,000 Est. Cost $0.84 Unrealized
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $14 Shares 50 Est. Cost $317.51 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $14 Shares 82 Est. Cost $122.10 Unrealized +32.8%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $14 Shares 450 Est. Cost $34.19 Unrealized -17.1%
IJT ISHARES TR 0.0%
Value ($000) $13 Shares 108 Est. Cost $113.53 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $13 Shares 29 Est. Cost $448.29 Unrealized 0.0%
HLIO HELIOS TECHNOLOGIES INC 0.0%
Value ($000) $13 Shares 400 Est. Cost $65.04 Unrealized -38.1%
MCK MCKESSON CORP 0.0%
Value ($000) $13 Shares 19 Est. Cost $557.26 Unrealized +10.5%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $13 Shares 265 Est. Cost $46.80 Unrealized 0.0%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $13 Shares 90 Est. Cost $146.90 Unrealized -0.3%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $13 Shares 72 Est. Cost $194.00 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $12 Shares 46 Est. Cost $274.46 Unrealized 0.0%
MCO MOODYS CORP 0.0%
Value ($000) $12 Shares 25 Est. Cost $360.47 Unrealized +32.8%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $12 Shares 21 Est. Cost $152.31 Unrealized +266.9%
LRN STRIDE INC 0.0%
Value ($000) $10 Shares 82 Est. Cost $40.67 Unrealized +210.7%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $10 Shares 5 Est. Cost $1193.47 Unrealized +66.3%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $9 Shares 37 Est. Cost $253.75 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $9 Shares 75 Est. Cost $114.18 Unrealized +17.3%
LIONS GATE ENTMNT CORP 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $11.07 Unrealized
CDW CDW CORP 0.0%
Value ($000) $9 Shares 53 Est. Cost $184.76 Unrealized -3.0%
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value ($000) $8 Shares 74 Est. Cost $90.40 Unrealized +13.9%
BEPC BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $8 Shares 300 Est. Cost $29.14 Unrealized -9.7%
DIS DISNEY WALT CO 0.0%
Value ($000) $8 Shares 80 Est. Cost $103.77 Unrealized +2.4%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $8 Shares 22 Est. Cost $369.58 Unrealized -5.8%
ALB ALBEMARLE CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $115.13 Unrealized -30.7%
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $7 Shares 21 Est. Cost $333.19 Unrealized
EFX EQUIFAX INC 0.0%
Value ($000) $7 Shares 29 Est. Cost $249.55 Unrealized 0.0%
IT GARTNER INC 0.0%
Value ($000) $7 Shares 17 Est. Cost $495.49 Unrealized -0.5%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $7 Shares 81 Est. Cost $85.99 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $6 Shares 50 Est. Cost $123.33 Unrealized +1.5%
ROST ROSS STORES INC 0.0%
Value ($000) $6 Shares 50 Est. Cost $117.92 Unrealized +17.4%
CVCO CAVCO INDS INC DEL 0.0%
Value ($000) $6 Shares 12 Est. Cost $459.24 Unrealized +9.5%
ALL ALLSTATE CORP 0.0%
Value ($000) $6 Shares 30 Est. Cost $118.15 Unrealized +61.9%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $6 Shares 42 Est. Cost $139.93 Unrealized -3.9%
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $6 Shares 36 Est. Cost $184.88 Unrealized -5.7%
INTRA-CELLULAR THERAPIES INC 0.0%
Value ($000) $6 Shares 45 Est. Cost $83.53 Unrealized
RSKD RISKIFIED LTD 0.0%
Value ($000) $6 Shares 1,213 Est. Cost $5.47 Unrealized -7.8%
ILMN ILLUMINA INC 0.0%
Value ($000) $6 Shares 70 Est. Cost $120.44 Unrealized -10.1%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $5 Shares 144 Est. Cost $35.98 Unrealized -2.6%
FIX COMFORT SYS USA INC 0.0%
Value ($000) $5 Shares 16 Est. Cost $437.35 Unrealized -8.1%
BA BOEING CO 0.0%
Value ($000) $5 Shares 30 Est. Cost $182.00 Unrealized -4.9%
PFGC PERFORMANCE FOOD GROUP CO 0.0%
Value ($000) $5 Shares 65 Est. Cost $84.38 Unrealized -1.1%
CONTEXTLOGIC INC 0.0%
Value ($000) $5 Shares 711 Est. Cost $6.98 Unrealized
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $5 Shares 72 Est. Cost $64.48 Unrealized 0.0%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $5 Shares 75 Est. Cost $79.35 Unrealized -20.3%
RBC RBC BEARINGS INC 0.0%
Value ($000) $5 Shares 14 Est. Cost $307.91 Unrealized +9.5%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $4 Shares 417 Est. Cost $11.37 Unrealized -8.0%
SAP SAP SE 0.0%
Value ($000) $4 Shares 16 Est. Cost $246.25 Unrealized
DE DEERE & CO 0.0%
Value ($000) $4 Shares 9 Est. Cost $413.99 Unrealized +11.5%
EXP EAGLE MATLS INC 0.0%
Value ($000) $4 Shares 19 Est. Cost $287.02 Unrealized -17.8%
WEN WENDYS CO 0.0%
Value ($000) $4 Shares 284 Est. Cost $15.04 Unrealized 0.0%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $4 Shares 127 Est. Cost $15.59 Unrealized +140.4%
RPM RPM INTL INC 0.0%
Value ($000) $4 Shares 34 Est. Cost $131.90 Unrealized -7.8%
COCO VITA COCO CO INC 0.0%
Value ($000) $4 Shares 126 Est. Cost $27.14 Unrealized +31.4%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $4 Shares 44 Est. Cost $72.04 Unrealized +19.1%
DRTSW ALPHA TAU MEDICAL LTD 0.0%
Value ($000) $3 Shares 14,500 Est. Cost $0.28 Unrealized
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $3 Shares 7 Est. Cost $472.88 Unrealized -5.2%
ADC AGREE RLTY CORP 0.0%
Value ($000) $3 Shares 44 Est. Cost $70.45 Unrealized
ENTG ENTEGRIS INC 0.0%
Value ($000) $3 Shares 37 Est. Cost $125.96 Unrealized -20.3%
CPRT COPART INC 0.0%
Value ($000) $3 Shares 56 Est. Cost $56.95 Unrealized -1.2%
MTSI MACOM TECH SOLUTIONS HLDGS I 0.0%
Value ($000) $3 Shares 31 Est. Cost $125.79 Unrealized -3.2%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $3 Shares 10 Est. Cost $387.42 Unrealized -11.8%
PRGO PERRIGO CO PLC 0.0%
Value ($000) $3 Shares 100 Est. Cost $35.20 Unrealized -26.3%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $3 Shares 26 Est. Cost $150.56 Unrealized -22.1%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $3 Shares 11 Est. Cost $240.36 Unrealized
FSS FEDERAL SIGNAL CORP 0.0%
Value ($000) $3 Shares 35 Est. Cost $91.31 Unrealized -2.6%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $2 Shares 12 Est. Cost $187.92 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $2 Shares 160 Est. Cost $23.35 Unrealized -46.1%
PINS PINTEREST INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $25.91 Unrealized +30.8%
BP BP PLC 0.0%
Value ($000) $1 Shares 40 Est. Cost $33.80 Unrealized
HELP CYBIN INC 0.0%
Value ($000) $1 Shares 197 Est. Cost $9.89 Unrealized -12.5%
SEDG SOLAREDGE TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 45 Est. Cost $15.39 Unrealized +1.0%
CLNE CLEAN ENERGY FUELS CORP 0.0%
Value ($000) $1 Shares 360 Est. Cost $5.16 Unrealized -50.8%
GRAL GRAIL INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $26.02 Unrealized +18.8%
TDC TERADATA CORP DEL 0.0%
Value ($000) $0 Shares 12 Est. Cost $27.05 Unrealized 0.0%
HYFM HYDROFARM HLDGS GROUP INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $5.04 Unrealized 0.0%
NATL NCR ATLEOS CORPORATION 0.0%
Value ($000) $0 Shares 6 Est. Cost $29.74 Unrealized 0.0%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $130.36 Unrealized +13.2%
VYX NCR VOYIX CORPORATION 0.0%
Value ($000) $0 Shares 12 Est. Cost $11.74 Unrealized 0.0%
SPWR COMPLETE SOLARIA INC 0.0%
Value ($000) $0 Shares 52 Est. Cost $1.35 Unrealized +21.0%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 5 Est. Cost $15.11 Unrealized 0.0%
WPRT WESTPORT FUEL SYSTEMS INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $7.73 Unrealized -46.9%
CTVA CORTEVA INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $61.25 Unrealized 0.0%