Avalon Trust Co Diversified Active

CIK: 0001798150 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 8, 2025

Total Value ($000): $1,367,729 (100.0% shares, 0.0% debt)

Holdings (400)

MSFT MICROSOFT CORP 8.3%
Value ($000) $114,001 Shares 229,189 Est. Cost $256.32 Unrealized +68.7%
NVDA NVIDIA CORPORATION 8.2%
Value ($000) $112,708 Shares 713,387 Est. Cost $108.57 Unrealized +15.9%
AVGO BROADCOM INC 6.9%
Value ($000) $93,878 Shares 340,571 Est. Cost $146.84 Unrealized +47.0%
AAPL APPLE INC 5.9%
Value ($000) $81,180 Shares 395,671 Est. Cost $148.51 Unrealized +35.6%
AMZN AMAZON COM INC 5.7%
Value ($000) $78,045 Shares 355,735 Est. Cost $97.41 Unrealized +103.1%
GOOG ALPHABET INC 5.0%
Value ($000) $68,067 Shares 383,714 Est. Cost $96.81 Unrealized +70.3%
JMTG J P MORGAN EXCHANGE TRADED F 4.6%
Value ($000) $63,540 Shares 1,265,990 Est. Cost $50.19 Unrealized
V VISA INC 4.4%
Value ($000) $59,853 Shares 168,576 Est. Cost $219.34 Unrealized +58.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.6%
Value ($000) $35,238 Shares 72,540 Est. Cost $312.31 Unrealized +62.6%
PWR QUANTA SVCS INC 2.6%
Value ($000) $35,210 Shares 93,128 Est. Cost $162.82 Unrealized +97.0%
PGR PROGRESSIVE CORP 2.1%
Value ($000) $29,124 Shares 109,135 Est. Cost $125.60 Unrealized +105.1%
LOW LOWES COS INC 2.0%
Value ($000) $27,406 Shares 123,521 Est. Cost $192.87 Unrealized +14.4%
PPH VANECK ETF TRUST 1.8%
Value ($000) $24,671 Shares 280,477 Est. Cost $77.63 Unrealized
RMD RESMED INC 1.7%
Value ($000) $23,790 Shares 92,208 Est. Cost $181.12 Unrealized +31.0%
PNC PNC FINL SVCS GROUP INC 1.7%
Value ($000) $23,700 Shares 127,134 Est. Cost $134.85 Unrealized +23.1%
AZO AUTOZONE INC 1.6%
Value ($000) $22,207 Shares 5,982 Est. Cost $3686.04 Unrealized 0.0%
FSLR FIRST SOLAR INC 1.6%
Value ($000) $22,084 Shares 133,405 Est. Cost $193.86 Unrealized -23.8%
AWK AMERICAN WTR WKS CO INC NEW 1.5%
Value ($000) $20,254 Shares 145,594 Est. Cost $131.37 Unrealized +7.4%
CMS CMS ENERGY CORP 1.5%
Value ($000) $20,117 Shares 290,371 Est. Cost $57.61 Unrealized +21.5%
LIN LINDE PLC 1.4%
Value ($000) $18,956 Shares 40,402 Est. Cost $328.51 Unrealized +37.7%
BE BLOOM ENERGY CORP 1.2%
Value ($000) $16,380 Shares 684,792 Est. Cost $15.42 Unrealized +25.5%
IBB ISHARES TR 1.1%
Value ($000) $15,436 Shares 122,015 Est. Cost $129.36 Unrealized
DHR DANAHER CORPORATION 1.1%
Value ($000) $14,808 Shares 74,960 Est. Cost $222.18 Unrealized -13.1%
COO COOPER COS INC 1.1%
Value ($000) $14,732 Shares 207,030 Est. Cost $89.41 Unrealized -14.4%
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value ($000) $14,475 Shares 35,700 Est. Cost $555.22 Unrealized -24.9%
AON AON PLC 1.0%
Value ($000) $14,192 Shares 39,781 Est. Cost $303.00 Unrealized +19.2%
AVB AVALONBAY CMNTYS INC 1.0%
Value ($000) $13,971 Shares 68,652 Est. Cost $153.68 Unrealized +29.5%
PANW PALO ALTO NETWORKS INC 1.0%
Value ($000) $13,911 Shares 67,977 Est. Cost $161.95 Unrealized +14.7%
OWL BLUE OWL CAPITAL INC 1.0%
Value ($000) $13,907 Shares 723,939 Est. Cost $22.88 Unrealized -19.2%
MDLZ MONDELEZ INTL INC 1.0%
Value ($000) $13,842 Shares 205,250 Est. Cost $61.22 Unrealized +6.4%
VLTO VERALTO CORP 1.0%
Value ($000) $13,818 Shares 136,876 Est. Cost $74.58 Unrealized +28.9%
GTLS CHART INDS INC 1.0%
Value ($000) $13,350 Shares 81,079 Est. Cost $132.99 Unrealized +10.4%
VMI VALMONT INDS INC 1.0%
Value ($000) $13,080 Shares 40,053 Est. Cost $315.74 Unrealized -2.9%
TJX TJX COS INC NEW 0.9%
Value ($000) $12,560 Shares 101,705 Est. Cost $75.64 Unrealized +66.4%
TYL TYLER TECHNOLOGIES INC 0.9%
Value ($000) $11,658 Shares 19,664 Est. Cost $325.31 Unrealized +74.1%
USFD US FOODS HLDG CORP 0.8%
Value ($000) $10,814 Shares 140,425 Est. Cost $68.31 Unrealized +4.4%
NOW SERVICENOW INC 0.7%
Value ($000) $10,090 Shares 9,814 Est. Cost $192.17 Unrealized -1.8%
ANET ARISTA NETWORKS INC 0.7%
Value ($000) $9,421 Shares 92,086 Est. Cost $102.81 Unrealized -15.8%
GOOGL ALPHABET INC 0.6%
Value ($000) $8,410 Shares 47,722 Est. Cost $98.38 Unrealized +66.0%
BIPC BROOKFIELD INFRASTRUCTURE CO 0.6%
Value ($000) $8,095 Shares 194,594 Est. Cost $40.09 Unrealized -6.5%
ADBE ADOBE INC 0.5%
Value ($000) $7,432 Shares 19,209 Est. Cost $419.61 Unrealized -8.2%
ADI ANALOG DEVICES INC 0.5%
Value ($000) $6,358 Shares 26,711 Est. Cost $172.44 Unrealized +19.5%
BIP BROOKFIELD INFRAST PARTNERS 0.5%
Value ($000) $6,267 Shares 187,080 Est. Cost $33.77 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $6,223 Shares 40,742 Est. Cost $147.89 Unrealized +2.0%
NVT NVENT ELECTRIC PLC 0.5%
Value ($000) $6,223 Shares 84,949 Est. Cost $72.38 Unrealized -15.8%
HASI HA SUSTAINABLE INFRA CAP INC 0.4%
Value ($000) $4,870 Shares 181,295 Est. Cost $26.05 Unrealized -4.7%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $4,749 Shares 7,687 Est. Cost $438.17 Unrealized
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $3,953 Shares 7,906 Est. Cost $442.02 Unrealized +10.0%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $3,746 Shares 12,326 Est. Cost $257.57 Unrealized
ASML ASML HOLDING N V 0.3%
Value ($000) $3,668 Shares 4,577 Est. Cost $830.74 Unrealized
MEG MONTROSE ENVIRONMENTAL GROUP 0.3%
Value ($000) $3,599 Shares 164,402 Est. Cost $40.08 Unrealized -55.3%
GLD SPDR GOLD TR 0.2%
Value ($000) $3,343 Shares 10,967 Est. Cost $199.34 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $3,011 Shares 5,359 Est. Cost $364.58 Unrealized +51.3%
VXUS VANGUARD STAR FDS 0.2%
Value ($000) $2,873 Shares 41,577 Est. Cost $60.74 Unrealized
TT TRANE TECHNOLOGIES PLC 0.2%
Value ($000) $2,795 Shares 6,390 Est. Cost $175.88 Unrealized +123.4%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $2,157 Shares 16,000 Est. Cost $129.53 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $2,075 Shares 2,096 Est. Cost $483.95 Unrealized +104.7%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $2,018 Shares 7,541 Est. Cost $187.44 Unrealized +39.1%
KKR KKR & CO INC 0.1%
Value ($000) $1,571 Shares 11,810 Est. Cost $90.42 Unrealized +29.0%
AMAL AMALGAMATED FINANCIAL CORP 0.1%
Value ($000) $1,546 Shares 49,545 Est. Cost $20.77 Unrealized +38.8%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $1,542 Shares 8,000 Est. Cost $140.20 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $1,507 Shares 6,892 Est. Cost $96.24 Unrealized +67.1%
MRK MERCK & CO INC 0.1%
Value ($000) $1,488 Shares 18,801 Est. Cost $98.85 Unrealized -21.7%
ULTA ULTA BEAUTY INC 0.1%
Value ($000) $1,298 Shares 2,775 Est. Cost $503.15 Unrealized -17.8%
IVV ISHARES TR 0.1%
Value ($000) $1,295 Shares 2,085 Est. Cost $569.05 Unrealized
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $1,149 Shares 3,963 Est. Cost $140.84 Unrealized +79.4%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $1,139 Shares 7,147 Est. Cost $134.68 Unrealized +19.4%
MS MORGAN STANLEY 0.1%
Value ($000) $1,127 Shares 8,000 Est. Cost $84.81 Unrealized +42.6%
BN BROOKFIELD CORP 0.1%
Value ($000) $1,113 Shares 18,000 Est. Cost $25.70 Unrealized +43.7%
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $1,103 Shares 10,600 Est. Cost $111.30 Unrealized -9.6%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $1,033 Shares 4,675 Est. Cost $189.00 Unrealized +11.3%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,026 Shares 1,450 Est. Cost $323.64 Unrealized +76.7%
MGK VANGUARD WORLD FD 0.1%
Value ($000) $897 Shares 2,450 Est. Cost $259.51 Unrealized
DHI D R HORTON INC 0.1%
Value ($000) $870 Shares 6,750 Est. Cost $92.76 Unrealized +31.9%
ABT ABBOTT LABS 0.1%
Value ($000) $853 Shares 6,273 Est. Cost $104.24 Unrealized +25.3%
MKL MARKEL GROUP INC 0.1%
Value ($000) $799 Shares 400 Est. Cost $1466.28 Unrealized +27.9%
CRM SALESFORCE INC 0.1%
Value ($000) $719 Shares 2,637 Est. Cost $208.00 Unrealized +27.9%
LEN LENNAR CORP 0.1%
Value ($000) $719 Shares 6,500 Est. Cost $94.99 Unrealized +13.0%
LLY ELI LILLY & CO 0.1%
Value ($000) $687 Shares 881 Est. Cost $439.43 Unrealized +76.0%
CF CF INDS HLDGS INC 0.0%
Value ($000) $644 Shares 7,000 Est. Cost $76.41 Unrealized +9.9%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $639 Shares 7,000 Est. Cost $70.26 Unrealized +18.3%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $620 Shares 1,991 Est. Cost $177.79 Unrealized +69.7%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $618 Shares 2,441 Est. Cost $220.48 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $607 Shares 3,272 Est. Cost $145.58 Unrealized +25.5%
USMV ISHARES TR 0.0%
Value ($000) $596 Shares 6,350 Est. Cost $80.46 Unrealized
KRNT KORNIT DIGITAL LTD 0.0%
Value ($000) $594 Shares 29,827 Est. Cost $22.56 Unrealized -11.7%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $593 Shares 2,714 Est. Cost $216.09 Unrealized +3.3%
AKR ACADIA RLTY TR 0.0%
Value ($000) $576 Shares 31,000 Est. Cost $20.95 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $566 Shares 1,000 Est. Cost $507.38 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $552 Shares 7,954 Est. Cost $70.65 Unrealized -3.6%
OC OWENS CORNING NEW 0.0%
Value ($000) $550 Shares 4,000 Est. Cost $94.64 Unrealized +45.9%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $509 Shares 2,485 Est. Cost $194.72 Unrealized
MMM 3M CO 0.0%
Value ($000) $487 Shares 3,200 Est. Cost $84.30 Unrealized +67.6%
HD HOME DEPOT INC 0.0%
Value ($000) $479 Shares 1,307 Est. Cost $289.88 Unrealized +22.8%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $457 Shares 1,483 Est. Cost $222.29 Unrealized +36.0%
WMT WALMART INC 0.0%
Value ($000) $450 Shares 4,606 Est. Cost $77.17 Unrealized +22.8%
WAT WATERS CORP 0.0%
Value ($000) $435 Shares 1,245 Est. Cost $323.46 Unrealized +6.3%
PEP PEPSICO INC 0.0%
Value ($000) $433 Shares 3,277 Est. Cost $156.05 Unrealized -16.0%
MGV VANGUARD WORLD FD 0.0%
Value ($000) $424 Shares 3,234 Est. Cost $109.37 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $424 Shares 1,790 Est. Cost $213.33 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $418 Shares 1,750 Est. Cost $280.72 Unrealized
ITA ISHARES TR 0.0%
Value ($000) $414 Shares 2,192 Est. Cost $188.67 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $410 Shares 1,781 Est. Cost $203.35 Unrealized +7.4%
GIS GENERAL MLS INC 0.0%
Value ($000) $409 Shares 7,898 Est. Cost $71.95 Unrealized -25.3%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $400 Shares 725 Est. Cost $445.22 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $392 Shares 721 Est. Cost $309.55 Unrealized +68.9%
VDC VANGUARD WORLD FD 0.0%
Value ($000) $389 Shares 1,775 Est. Cost $197.80 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $377 Shares 8,775 Est. Cost $37.29 Unrealized +1.9%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $352 Shares 3,950 Est. Cost $83.42 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $339 Shares 3,147 Est. Cost $103.73 Unrealized +0.8%
META META PLATFORMS INC 0.0%
Value ($000) $339 Shares 459 Est. Cost $622.98 Unrealized -1.0%
IJH ISHARES TR 0.0%
Value ($000) $336 Shares 5,414 Est. Cost $74.86 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $325 Shares 4,687 Est. Cost $49.62 Unrealized +21.7%
ZTS ZOETIS INC 0.0%
Value ($000) $316 Shares 2,027 Est. Cost $170.89 Unrealized -7.9%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $304 Shares 9,800 Est. Cost $30.30 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $302 Shares 3,703 Est. Cost $80.67 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $301 Shares 6,960 Est. Cost $38.32 Unrealized +9.1%
SJM SMUCKER J M CO 0.0%
Value ($000) $295 Shares 3,000 Est. Cost $137.05 Unrealized -21.8%
BAC BANK AMERICA CORP 0.0%
Value ($000) $289 Shares 6,098 Est. Cost $40.61 Unrealized +2.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $287 Shares 1,266 Est. Cost $95.68 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $281 Shares 954 Est. Cost $140.98 Unrealized +80.0%
IMCG ISHARES TR 0.0%
Value ($000) $281 Shares 3,500 Est. Cost $64.45 Unrealized
XAR SPDR SERIES TRUST 0.0%
Value ($000) $270 Shares 1,280 Est. Cost $160.69 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $265 Shares 1,096 Est. Cost $202.58 Unrealized +8.8%
URI UNITED RENTALS INC 0.0%
Value ($000) $263 Shares 349 Est. Cost $407.64 Unrealized +63.2%
PLD PROLOGIS INC. 0.0%
Value ($000) $262 Shares 2,490 Est. Cost $111.88 Unrealized -8.5%
VPU VANGUARD WORLD FD 0.0%
Value ($000) $257 Shares 1,457 Est. Cost $170.81 Unrealized
CRWV COREWEAVE INC 0.0%
Value ($000) $250 Shares 1,534 Est. Cost $92.20 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $244 Shares 1,332 Est. Cost $167.49 Unrealized +1.8%
ECL ECOLAB INC 0.0%
Value ($000) $242 Shares 900 Est. Cost $150.99 Unrealized +67.1%
FUTY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $242 Shares 4,600 Est. Cost $52.60 Unrealized
LKQ LKQ CORP 0.0%
Value ($000) $241 Shares 6,500 Est. Cost $51.91 Unrealized -24.9%
MCD MCDONALDS CORP 0.0%
Value ($000) $238 Shares 815 Est. Cost $251.76 Unrealized +20.6%
IWM ISHARES TR 0.0%
Value ($000) $227 Shares 1,050 Est. Cost $190.86 Unrealized
T AT&T INC 0.0%
Value ($000) $218 Shares 7,516 Est. Cost $24.22 Unrealized +11.3%
TSLA TESLA INC 0.0%
Value ($000) $210 Shares 662 Est. Cost $206.25 Unrealized +46.1%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $208 Shares 3,011 Est. Cost $116.26 Unrealized
ICSH ISHARES TR 0.0%
Value ($000) $208 Shares 4,097 Est. Cost $50.63 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $197 Shares 2,781 Est. Cost $56.81 Unrealized +22.8%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $195 Shares 1,451 Est. Cost $122.29 Unrealized 0.0%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $193 Shares 1,447 Est. Cost $128.95 Unrealized
COR CENCORA INC 0.0%
Value ($000) $192 Shares 640 Est. Cost $173.02 Unrealized +65.8%
TIP ISHARES TR 0.0%
Value ($000) $190 Shares 1,724 Est. Cost $110.19 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $183 Shares 1,000 Est. Cost $158.90 Unrealized -0.9%
FDX FEDEX CORP 0.0%
Value ($000) $182 Shares 800 Est. Cost $193.78 Unrealized +11.1%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $181 Shares 874 Est. Cost $161.35 Unrealized +8.0%
TRMB TRIMBLE INC 0.0%
Value ($000) $180 Shares 2,364 Est. Cost $53.33 Unrealized +26.0%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $179 Shares 1,722 Est. Cost $91.56 Unrealized +11.4%
EMR EMERSON ELEC CO 0.0%
Value ($000) $173 Shares 1,300 Est. Cost $85.75 Unrealized +32.4%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $173 Shares 1,920 Est. Cost $89.97 Unrealized +1.3%
CI THE CIGNA GROUP 0.0%
Value ($000) $171 Shares 517 Est. Cost $276.18 Unrealized +15.1%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $168 Shares 656 Est. Cost $216.72 Unrealized +7.5%
CAT CATERPILLAR INC 0.0%
Value ($000) $163 Shares 421 Est. Cost $270.91 Unrealized +22.1%
IWS ISHARES TR 0.0%
Value ($000) $161 Shares 1,221 Est. Cost $132.18 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $161 Shares 4,000 Est. Cost $24.88 Unrealized +55.2%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $157 Shares 3,000 Est. Cost $52.37 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $154 Shares 115 Est. Cost $68.44 Unrealized +65.2%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $151 Shares 1,000 Est. Cost $73.32 Unrealized +87.8%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $151 Shares 1,065 Est. Cost $142.66 Unrealized -23.7%
NVS NOVARTIS AG 0.0%
Value ($000) $149 Shares 1,233 Est. Cost $92.13 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $143 Shares 1,560 Est. Cost $96.83 Unrealized -12.0%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $141 Shares 213 Est. Cost $524.52 Unrealized
INTU INTUIT 0.0%
Value ($000) $139 Shares 177 Est. Cost $429.38 Unrealized +57.1%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $139 Shares 245 Est. Cost $380.60 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $138 Shares 782 Est. Cost $172.75 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $138 Shares 1,975 Est. Cost $64.52 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $136 Shares 350 Est. Cost $455.20 Unrealized -12.9%
CSX CSX CORP 0.0%
Value ($000) $136 Shares 4,160 Est. Cost $32.30 Unrealized -7.8%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $133 Shares 445 Est. Cost $261.35 Unrealized +15.9%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $133 Shares 252 Est. Cost $343.70 Unrealized +44.5%
TGT TARGET CORP 0.0%
Value ($000) $130 Shares 1,315 Est. Cost $148.63 Unrealized -37.2%
PIO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $129 Shares 2,881 Est. Cost $40.13 Unrealized
JBL JABIL INC 0.0%
Value ($000) $128 Shares 586 Est. Cost $126.75 Unrealized +27.8%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $127 Shares 1,713 Est. Cost $77.30 Unrealized -11.6%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $126 Shares 1,140 Est. Cost $104.39 Unrealized 0.0%
CB CHUBB LIMITED 0.0%
Value ($000) $123 Shares 426 Est. Cost $210.74 Unrealized +36.2%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $123 Shares 858 Est. Cost $147.73 Unrealized -7.3%
XEL XCEL ENERGY INC 0.0%
Value ($000) $123 Shares 1,800 Est. Cost $63.77 Unrealized +6.3%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $122 Shares 1,500 Est. Cost $77.00 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $121 Shares 1,103 Est. Cost $109.25 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $118 Shares 458 Est. Cost $164.00 Unrealized +33.3%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $115 Shares 700 Est. Cost $153.78 Unrealized -0.9%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $114 Shares 500 Est. Cost $146.36 Unrealized +56.9%
JCPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $114 Shares 2,366 Est. Cost $48.25 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $110 Shares 390 Est. Cost $268.53 Unrealized -0.1%
RTX RTX CORPORATION 0.0%
Value ($000) $110 Shares 750 Est. Cost $124.76 Unrealized +5.6%
IWD ISHARES TR 0.0%
Value ($000) $108 Shares 558 Est. Cost $189.89 Unrealized
MCB METROPOLITAN BK HLDG CORP 0.0%
Value ($000) $105 Shares 1,500 Est. Cost $59.03 Unrealized +4.2%
MINT PIMCO ETF TR 0.0%
Value ($000) $105 Shares 1,040 Est. Cost $100.54 Unrealized
PIPR PIPER SANDLER COMPANIES 0.0%
Value ($000) $104 Shares 375 Est. Cost $264.10 Unrealized -5.6%
FTNT FORTINET INC 0.0%
Value ($000) $104 Shares 985 Est. Cost $56.85 Unrealized +77.5%
D DOMINION ENERGY INC 0.0%
Value ($000) $104 Shares 1,840 Est. Cost $52.34 Unrealized +1.6%
CGW INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $104 Shares 1,658 Est. Cost $55.69 Unrealized
HACK AMPLIFY ETF TR 0.0%
Value ($000) $101 Shares 1,175 Est. Cost $71.80 Unrealized
OSCR OSCAR HEALTH INC 0.0%
Value ($000) $99 Shares 4,633 Est. Cost $13.70 Unrealized +8.5%
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $98 Shares 1,669 Est. Cost $58.59 Unrealized
HOLX HOLOGIC INC 0.0%
Value ($000) $98 Shares 1,500 Est. Cost $59.94 Unrealized 0.0%
IWB ISHARES TR 0.0%
Value ($000) $97 Shares 285 Est. Cost $339.57 Unrealized
HEDJ WISDOMTREE TR 0.0%
Value ($000) $96 Shares 2,000 Est. Cost $48.12 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $96 Shares 1,069 Est. Cost $81.53 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $95 Shares 633 Est. Cost $81.16 Unrealized +66.5%
VHT VANGUARD WORLD FD 0.0%
Value ($000) $93 Shares 375 Est. Cost $264.95 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $92 Shares 1,000 Est. Cost $69.92 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $91 Shares 500 Est. Cost $181.74 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $91 Shares 3,420 Est. Cost $42.60 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $88 Shares 1,712 Est. Cost $53.08 Unrealized 0.0%
ETN EATON CORP PLC 0.0%
Value ($000) $88 Shares 246 Est. Cost $214.28 Unrealized +43.1%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $86 Shares 350 Est. Cost $204.32 Unrealized +20.0%
CLMB CLIMB GLOBAL SOLUTIONS INC 0.0%
Value ($000) $86 Shares 800 Est. Cost $59.96 Unrealized +75.4%
FMCX NORTHERN LTS FD TR IV 0.0%
Value ($000) $85 Shares 2,600 Est. Cost $28.94 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $85 Shares 1,846 Est. Cost $56.73 Unrealized -16.8%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $84 Shares 2,000 Est. Cost $60.27 Unrealized -31.7%
SLV ISHARES SILVER TR 0.0%
Value ($000) $84 Shares 2,550 Est. Cost $30.99 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $83 Shares 875 Est. Cost $90.80 Unrealized -0.4%
SCI SERVICE CORP INTL 0.0%
Value ($000) $81 Shares 1,000 Est. Cost $69.07 Unrealized +13.0%
MET METLIFE INC 0.0%
Value ($000) $80 Shares 1,000 Est. Cost $81.16 Unrealized -6.6%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $77 Shares 800 Est. Cost $98.14 Unrealized -0.3%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $76 Shares 239 Est. Cost $165.97 Unrealized +68.3%
NFRA FLEXSHARES TR 0.0%
Value ($000) $74 Shares 1,201 Est. Cost $61.86 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $74 Shares 1,699 Est. Cost $35.90 Unrealized +5.0%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $73 Shares 417 Est. Cost $140.40 Unrealized +14.1%
WU WESTERN UN CO 0.0%
Value ($000) $72 Shares 8,600 Est. Cost $11.15 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $71 Shares 1,387 Est. Cost $34.88 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $71 Shares 126 Est. Cost $480.97 Unrealized +16.9%
BBJP J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $71 Shares 1,154 Est. Cost $61.78 Unrealized
NKE NIKE INC 0.0%
Value ($000) $71 Shares 1,000 Est. Cost $82.32 Unrealized -28.2%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $69 Shares 666 Est. Cost $84.39 Unrealized +23.5%
IDV ISHARES TR 0.0%
Value ($000) $69 Shares 2,000 Est. Cost $34.51 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $68 Shares 128 Est. Cost $279.97 Unrealized +48.6%
OLB OLB GROUP INC 0.0%
Value ($000) $67 Shares 36,050 Est. Cost $4.05 Unrealized -61.7%
RY ROYAL BK CDA 0.0%
Value ($000) $66 Shares 500 Est. Cost $122.31 Unrealized 0.0%
CMI CUMMINS INC 0.0%
Value ($000) $66 Shares 200 Est. Cost $227.95 Unrealized +34.1%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $64 Shares 1,296 Est. Cost $49.46 Unrealized
PLPC PREFORMED LINE PRODS CO 0.0%
Value ($000) $64 Shares 400 Est. Cost $127.77 Unrealized +11.5%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $63 Shares 800 Est. Cost $78.60 Unrealized -5.1%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $62 Shares 770 Est. Cost $73.70 Unrealized -3.5%
AEE AMEREN CORP 0.0%
Value ($000) $59 Shares 614 Est. Cost $78.05 Unrealized +21.9%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $59 Shares 2,000 Est. Cost $17.73 Unrealized +51.0%
XBI SPDR SERIES TRUST 0.0%
Value ($000) $58 Shares 704 Est. Cost $81.09 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $58 Shares 450 Est. Cost $128.19 Unrealized +2.8%
RSPS INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $58 Shares 1,930 Est. Cost $30.82 Unrealized
CALF PACER FDS TR 0.0%
Value ($000) $58 Shares 1,450 Est. Cost $37.50 Unrealized
IDA IDACORP INC 0.0%
Value ($000) $58 Shares 500 Est. Cost $105.28 Unrealized +10.0%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $57 Shares 750 Est. Cost $60.70 Unrealized +16.7%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $57 Shares 300 Est. Cost $125.10 Unrealized +48.5%
IHI ISHARES TR 0.0%
Value ($000) $56 Shares 900 Est. Cost $53.98 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $56 Shares 200 Est. Cost $224.03 Unrealized +24.0%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $55 Shares 235 Est. Cost $204.35 Unrealized +8.7%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $54 Shares 592 Est. Cost $74.61 Unrealized +20.7%
HESS CORP 0.0%
Value ($000) $53 Shares 385 Est. Cost $133.01 Unrealized
MGEE MGE ENERGY INC 0.0%
Value ($000) $53 Shares 600 Est. Cost $67.95 Unrealized +30.6%
VMC VULCAN MATLS CO 0.0%
Value ($000) $52 Shares 200 Est. Cost $208.58 Unrealized +22.7%
QCOM QUALCOMM INC 0.0%
Value ($000) $52 Shares 327 Est. Cost $118.02 Unrealized +22.9%
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $52 Shares 299 Est. Cost $165.33 Unrealized -6.1%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $51 Shares 1,995 Est. Cost $28.59 Unrealized -10.6%
APTV APTIV PLC 0.0%
Value ($000) $51 Shares 750 Est. Cost $61.47 Unrealized +0.7%
OGS ONE GAS INC 0.0%
Value ($000) $51 Shares 710 Est. Cost $75.12 Unrealized 0.0%
ITM VANECK ETF TRUST 0.0%
Value ($000) $50 Shares 1,100 Est. Cost $46.47 Unrealized
VUSB VANGUARD BD INDEX FDS 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $49.87 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $49 Shares 435 Est. Cost $106.65 Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $49 Shares 994 Est. Cost $49.03 Unrealized
FERG FERGUSON ENTERPRISES INC 0.0%
Value ($000) $49 Shares 223 Est. Cost $197.54 Unrealized -7.8%
CWEN CLEARWAY ENERGY INC 0.0%
Value ($000) $48 Shares 1,500 Est. Cost $20.51 Unrealized +40.4%
ADSK AUTODESK INC 0.0%
Value ($000) $48 Shares 155 Est. Cost $208.49 Unrealized +36.1%
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value ($000) $47 Shares 500 Est. Cost $92.03 Unrealized -0.8%
BBCA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $47 Shares 580 Est. Cost $80.70 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $47 Shares 1,600 Est. Cost $39.64 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $47 Shares 365 Est. Cost $130.47 Unrealized -3.2%
USB US BANCORP DEL 0.0%
Value ($000) $46 Shares 1,025 Est. Cost $40.68 Unrealized +0.2%
ENB ENBRIDGE INC 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $41.39 Unrealized +5.8%
TOST TOAST INC 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $19.72 Unrealized +99.3%
MO ALTRIA GROUP INC 0.0%
Value ($000) $44 Shares 750 Est. Cost $51.03 Unrealized +9.6%
AZEK CO INC 0.0%
Value ($000) $43 Shares 800 Est. Cost $47.47 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $40.69 Unrealized -10.2%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $40 Shares 130 Est. Cost $290.70 Unrealized +0.0%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $40 Shares 410 Est. Cost $74.98 Unrealized +5.2%
SYK STRYKER CORPORATION 0.0%
Value ($000) $40 Shares 100 Est. Cost $257.74 Unrealized +44.2%
BLND BLEND LABS INC 0.0%
Value ($000) $39 Shares 11,939 Est. Cost $3.31 Unrealized +2.2%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $39 Shares 570 Est. Cost $32.98 Unrealized -17.2%
XYL XYLEM INC 0.0%
Value ($000) $39 Shares 300 Est. Cost $100.91 Unrealized +19.1%
BBAX J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $38 Shares 690 Est. Cost $54.50 Unrealized
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $37 Shares 222 Est. Cost $149.29 Unrealized +1.1%
LRGF ISHARES TR 0.0%
Value ($000) $37 Shares 580 Est. Cost $44.56 Unrealized
UNILEVER PLC 0.0%
Value ($000) $37 Shares 600 Est. Cost $54.91 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $36 Shares 475 Est. Cost $75.58 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $36 Shares 150 Est. Cost $366.85 Unrealized -24.9%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $35 Shares 113 Est. Cost $479.34 Unrealized -21.8%
HDV ISHARES TR 0.0%
Value ($000) $35 Shares 300 Est. Cost $101.66 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $34 Shares 400 Est. Cost $41.35 Unrealized +72.2%
DEUS DBX ETF TR 0.0%
Value ($000) $34 Shares 600 Est. Cost $43.06 Unrealized
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $32 Shares 200 Est. Cost $106.79 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $32 Shares 295 Est. Cost $47.13 Unrealized +114.7%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $32 Shares 470 Est. Cost $60.66 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $32 Shares 200 Est. Cost $150.98 Unrealized
BLK BLACKROCK INC 0.0%
Value ($000) $31 Shares 30 Est. Cost $988.40 Unrealized -5.6%
WMS ADVANCED DRAIN SYS INC DEL 0.0%
Value ($000) $31 Shares 270 Est. Cost $119.33 Unrealized -6.5%
TECH BIO-TECHNE CORP 0.0%
Value ($000) $31 Shares 596 Est. Cost $76.02 Unrealized -34.1%
NRIX NURIX THERAPEUTICS INC 0.0%
Value ($000) $30 Shares 2,650 Est. Cost $10.42 Unrealized +3.7%
DFH DREAM FINDERS HOMES INC 0.0%
Value ($000) $30 Shares 1,200 Est. Cost $24.88 Unrealized -9.7%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $29 Shares 381 Est. Cost $92.47 Unrealized -32.7%
PAVE GLOBAL X FDS 0.0%
Value ($000) $29 Shares 671 Est. Cost $43.58 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $29.75 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $28 Shares 1,173 Est. Cost $33.39 Unrealized -33.1%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $27 Shares 768 Est. Cost $34.30 Unrealized -1.1%
BOTZ GLOBAL X FDS 0.0%
Value ($000) $27 Shares 832 Est. Cost $32.65 Unrealized
ARKR ARK RESTAURANTS CORP 0.0%
Value ($000) $27 Shares 3,000 Est. Cost $17.23 Unrealized -41.7%
OPRX OPTIMIZERX CORP 0.0%
Value ($000) $27 Shares 2,000 Est. Cost $16.73 Unrealized -34.6%
IDXX IDEXX LABS INC 0.0%
Value ($000) $27 Shares 50 Est. Cost $478.56 Unrealized -0.1%
SUN SUNOCO LP/SUNOCO FIN CORP 0.0%
Value ($000) $27 Shares 500 Est. Cost $48.95 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $26 Shares 50 Est. Cost $834.60 Unrealized -33.4%
FMC FMC CORP 0.0%
Value ($000) $25 Shares 600 Est. Cost $38.30 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $24 Shares 350 Est. Cost $71.89 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $21 Shares 352 Est. Cost $59.81 Unrealized
HANCOCK JOHN TAX-ADVANTAGED 0.0%
Value ($000) $21 Shares 897 Est. Cost $23.40 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $21 Shares 400 Est. Cost $49.60 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $21 Shares 49 Est. Cost $424.59 Unrealized
LAKE LAKELAND INDS INC 0.0%
Value ($000) $20 Shares 1,500 Est. Cost $18.81 Unrealized -11.0%
XYZ BLOCK INC 0.0%
Value ($000) $20 Shares 300 Est. Cost $74.64 Unrealized -22.1%
PRCS PARNASSUS INCOME FDS 0.0%
Value ($000) $20 Shares 800 Est. Cost $25.46 Unrealized
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $20 Shares 50 Est. Cost $317.51 Unrealized +14.7%
METC RAMACO RES INC 0.0%
Value ($000) $19 Shares 1,445 Est. Cost $9.61 Unrealized 0.0%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $19 Shares 255 Est. Cost $67.99 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $18 Shares 43 Est. Cost $468.46 Unrealized -11.4%
JBTM JBT MAREL CORPORATION 0.0%
Value ($000) $18 Shares 148 Est. Cost $111.53 Unrealized 0.0%
WMB WILLIAMS COS INC 0.0%
Value ($000) $18 Shares 283 Est. Cost $51.72 Unrealized +11.5%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $18 Shares 164 Est. Cost $82.68 Unrealized +21.3%
MDT MEDTRONIC PLC 0.0%
Value ($000) $17 Shares 200 Est. Cost $74.52 Unrealized +12.0%
FTAI FTAI AVIATION LTD 0.0%
Value ($000) $17 Shares 150 Est. Cost $22.27 Unrealized +399.5%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $17 Shares 174 Est. Cost $68.42 Unrealized +19.0%
IR INGERSOLL RAND INC 0.0%
Value ($000) $16 Shares 194 Est. Cost $87.04 Unrealized -9.5%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $16 Shares 21 Est. Cost $152.31 Unrealized +321.4%
KVUE KENVUE INC 0.0%
Value ($000) $16 Shares 750 Est. Cost $21.38 Unrealized +3.6%
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $15 Shares 50 Est. Cost $232.68 Unrealized +32.2%
IJT ISHARES TR 0.0%
Value ($000) $14 Shares 108 Est. Cost $113.53 Unrealized
374WATER INC 0.0%
Value ($000) $14 Shares 43,000 Est. Cost $0.84 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $14 Shares 19 Est. Cost $557.26 Unrealized +26.3%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $13 Shares 134 Est. Cost $157.48 Unrealized -40.3%
HLIO HELIOS TECHNOLOGIES INC 0.0%
Value ($000) $13 Shares 400 Est. Cost $65.04 Unrealized -53.7%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $13 Shares 5 Est. Cost $1193.47 Unrealized +95.7%
MCO MOODYS CORP 0.0%
Value ($000) $13 Shares 25 Est. Cost $360.47 Unrealized +27.9%
LRN STRIDE INC 0.0%
Value ($000) $12 Shares 82 Est. Cost $40.67 Unrealized +255.6%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $12 Shares 104 Est. Cost $112.94 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $12 Shares 450 Est. Cost $34.19 Unrealized -22.0%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $11 Shares 50 Est. Cost $193.61 Unrealized -0.4%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $11 Shares 37 Est. Cost $253.75 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $10 Shares 75 Est. Cost $114.18 Unrealized +10.9%
BEPC BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $10 Shares 300 Est. Cost $29.14 Unrealized -2.6%
ALC ALCON AG 0.0%
Value ($000) $9 Shares 100 Est. Cost $70.46 Unrealized +27.1%
DOX AMDOCS LTD 0.0%
Value ($000) $9 Shares 96 Est. Cost $87.73 Unrealized 0.0%
FIX COMFORT SYS USA INC 0.0%
Value ($000) $9 Shares 16 Est. Cost $437.35 Unrealized -0.6%
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $9 Shares 21 Est. Cost $333.19 Unrealized
CORNERSTONE STRATEGIC INVEST 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $7.43 Unrealized
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value ($000) $8 Shares 74 Est. Cost $90.40 Unrealized +26.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $8 Shares 22 Est. Cost $369.58 Unrealized -6.8%
EXC EXELON CORP 0.0%
Value ($000) $7 Shares 168 Est. Cost $43.57 Unrealized 0.0%
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $7 Shares 36 Est. Cost $184.88 Unrealized -4.0%
LION LIONSGATE STUDIOS CORP 0.0%
Value ($000) $7 Shares 1,120 Est. Cost $6.69 Unrealized 0.0%
DLB DOLBY LABORATORIES INC 0.0%
Value ($000) $6 Shares 86 Est. Cost $73.57 Unrealized 0.0%
BA BOEING CO 0.0%
Value ($000) $6 Shares 30 Est. Cost $182.00 Unrealized +3.8%
ALB ALBEMARLE CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $115.13 Unrealized -49.3%
RSKD RISKIFIED LTD 0.0%
Value ($000) $6 Shares 1,213 Est. Cost $5.47 Unrealized -12.5%
ALL ALLSTATE CORP 0.0%
Value ($000) $6 Shares 30 Est. Cost $118.15 Unrealized +66.6%
EOG EOG RES INC 0.0%
Value ($000) $6 Shares 50 Est. Cost $123.33 Unrealized -9.1%
PFGC PERFORMANCE FOOD GROUP CO 0.0%
Value ($000) $6 Shares 65 Est. Cost $84.38 Unrealized -1.3%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $5 Shares 125 Est. Cost $15.59 Unrealized +132.0%
CVCO CAVCO INDS INC DEL 0.0%
Value ($000) $5 Shares 12 Est. Cost $459.24 Unrealized +2.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $5 Shares 417 Est. Cost $11.37 Unrealized -17.9%
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $5 Shares 72 Est. Cost $64.48 Unrealized +3.6%
COCO VITA COCO CO INC 0.0%
Value ($000) $5 Shares 126 Est. Cost $27.14 Unrealized +23.1%
EQIX EQUINIX INC 0.0%
Value ($000) $4 Shares 5 Est. Cost $874.25 Unrealized -4.4%
EXP EAGLE MATLS INC 0.0%
Value ($000) $4 Shares 19 Est. Cost $287.02 Unrealized -25.2%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $4 Shares 24 Est. Cost $139.93 Unrealized +5.4%
HON HONEYWELL INTL INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $194.74 Unrealized +2.5%
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $3 Shares 7 Est. Cost $472.88 Unrealized -1.5%
WEN WENDYS CO 0.0%
Value ($000) $3 Shares 284 Est. Cost $15.04 Unrealized -18.9%
DRTSW ALPHA TAU MEDICAL LTD 0.0%
Value ($000) $3 Shares 14,500 Est. Cost $0.28 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $3 Shares 43 Est. Cost $72.04 Unrealized -3.5%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $3 Shares 11 Est. Cost $263.59 Unrealized
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $3 Shares 75 Est. Cost $79.35 Unrealized -41.8%
METCB RAMACO RES INC 0.0%
Value ($000) $3 Shares 358 Est. Cost $7.65 Unrealized 0.0%
CPRT COPART INC 0.0%
Value ($000) $3 Shares 56 Est. Cost $56.95 Unrealized -1.7%
PRGO PERRIGO CO PLC 0.0%
Value ($000) $3 Shares 100 Est. Cost $35.20 Unrealized -25.6%
ILMN ILLUMINA INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $120.44 Unrealized -32.6%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $2 Shares 160 Est. Cost $23.35 Unrealized -41.9%
PINS PINTEREST INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $25.91 Unrealized +17.1%
HELP CYBIN INC 0.0%
Value ($000) $2 Shares 197 Est. Cost $9.89 Unrealized -26.5%
BP BP PLC 0.0%
Value ($000) $1 Shares 40 Est. Cost $33.80 Unrealized
STRZ STARZ ENTERTAINMENT CORP. 0.0%
Value ($000) $1 Shares 74 Est. Cost $15.84 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $1 Shares 9 Est. Cost $91.75 Unrealized 0.0%
SEDG SOLAREDGE TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 45 Est. Cost $15.39 Unrealized +7.5%
CLNE CLEAN ENERGY FUELS CORP 0.0%
Value ($000) $1 Shares 360 Est. Cost $5.16 Unrealized -67.1%
HYFM HYDROFARM HLDGS GROUP INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $5.04 Unrealized -37.8%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 80 Est. Cost $3.88 Unrealized 0.0%
TDC TERADATA CORP DEL 0.0%
Value ($000) $0 Shares 12 Est. Cost $27.05 Unrealized -19.6%
GRAL GRAIL INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $26.02 Unrealized +39.1%
NATL NCR ATLEOS CORPORATION 0.0%
Value ($000) $0 Shares 6 Est. Cost $29.74 Unrealized -9.3%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $130.36 Unrealized +6.4%
VYX NCR VOYIX CORPORATION 0.0%
Value ($000) $0 Shares 12 Est. Cost $11.74 Unrealized -13.9%
SPWR COMPLETE SOLARIA INC 0.0%
Value ($000) $0 Shares 52 Est. Cost $1.35 Unrealized +27.7%
WPRT WESTPORT FUEL SYSTEMS INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $7.73 Unrealized -62.4%