Avalon Trust Co Diversified Active

Location: Santa Fe, NM

CIK: 0001798150 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 6, 2026

Total Value: $1.451B (100.0% shares, 0.0% debt)

Holdings (459)

NVDA NVIDIA CORPORATION 8.7%
Value $127M Shares 726,959 Est. Cost $110.68 Unrealized +68.6%
AAPL APPLE INC 7.3%
Value $106M Shares 416,025 Est. Cost $153.15 Unrealized +71.6%
GOOG ALPHABET INC 6.7%
Value $97.55M Shares 340,078 Est. Cost $96.81 Unrealized +234.3%
AVGO BROADCOM INC 6.3%
Value $92.1M Shares 297,552 Est. Cost $146.84 Unrealized +127.6%
MSFT MICROSOFT CORP 6.0%
Value $87.56M Shares 236,541 Est. Cost $260.66 Unrealized +66.7%
AMZN AMAZON COM INC 5.3%
Value $76.81M Shares 368,803 Est. Cost $100.57 Unrealized +125.5%
JMTG J P MORGAN EXCHANGE TRADED F 4.7%
Value $68.19M Shares 1,337,102 Est. Cost $50.23 Unrealized
V VISA INC 3.7%
Value $53.39M Shares 176,643 Est. Cost $224.14 Unrealized +46.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.3%
Value $33.45M Shares 69,810 Est. Cost $312.31 Unrealized +58.0%
PWR QUANTA SVCS INC 2.3%
Value $33.25M Shares 60,570 Est. Cost $165.46 Unrealized +193.9%
BE BLOOM ENERGY CORP 2.2%
Value $31.67M Shares 233,720 Est. Cost $15.42 Unrealized +838.0%
LOW LOWES COS INC 2.1%
Value $30.09M Shares 127,330 Est. Cost $194.52 Unrealized +39.6%
PPH VANECK ETF TRUST 1.9%
Value $27.81M Shares 267,700 Est. Cost $77.63 Unrealized
NFLX NETFLIX INC. 1.8%
Value $25.91M Shares 269,433 Est. Cost $83.98 Unrealized -0.2%
PNC PNC FINL SVCS GROUP INC 1.8%
Value $25.72M Shares 123,604 Est. Cost $134.85 Unrealized +66.8%
PGR PROGRESSIVE CORP 1.6%
Value $23.79M Shares 120,024 Est. Cost $134.35 Unrealized +53.8%
CMS CMS ENERGY CORP 1.6%
Value $22.76M Shares 293,359 Est. Cost $57.61 Unrealized +25.3%
LIN LINDE PLC 1.5%
Value $22.46M Shares 45,299 Est. Cost $340.12 Unrealized +35.2%
USFD US FOODS HLDG CORP 1.5%
Value $21.88M Shares 237,290 Est. Cost $75.59 Unrealized +14.6%
RMD RESMED INC 1.5%
Value $21.33M Shares 95,017 Est. Cost $183.13 Unrealized +39.8%
EQIX EQUINIX INC 1.4%
Value $20.82M Shares 21,241 Est. Cost $774.25 Unrealized -1.3%
AWK AMERICAN WTR WKS CO INC NEW 1.4%
Value $20.71M Shares 152,159 Est. Cost $131.58 Unrealized -2.1%
AZO AUTOZONE INC 1.4%
Value $20.39M Shares 6,037 Est. Cost $3686.04 Unrealized -1.7%
SYK STRYKER CORPORATION 1.4%
Value $19.89M Shares 60,540 Est. Cost $364.57 Unrealized +0.0%
AON AON PLC 1.3%
Value $18.47M Shares 57,236 Est. Cost $317.04 Unrealized +6.0%
PANW PALO ALTO NETWORKS INC 1.2%
Value $17.74M Shares 110,635 Est. Cost $166.69 Unrealized +3.3%
TMO THERMO FISHER SCIENTIFIC INC 1.2%
Value $17.66M Shares 35,923 Est. Cost $555.69 Unrealized +3.4%
TJX TJX COS INC NEW 1.1%
Value $16.02M Shares 100,305 Est. Cost $75.64 Unrealized +103.9%
VMI VALMONT INDS INC 1.1%
Value $15.96M Shares 39,939 Est. Cost $315.74 Unrealized +42.1%
DHR DANAHER CORP DEL 1.1%
Value $15.31M Shares 80,758 Est. Cost $221.12 Unrealized +1.6%
KLAC KLA CORP 1.0%
Value $15.11M Shares 10,259 Est. Cost $1461.82 Unrealized +0.0%
ADI ANALOG DEVICES INC 0.9%
Value $12.91M Shares 40,585 Est. Cost $198.78 Unrealized +59.1%
VLTO VERALTO CORP 0.9%
Value $12.65M Shares 143,098 Est. Cost $75.69 Unrealized +28.8%
ANET ARISTA NETWORKS INC 0.8%
Value $11.46M Shares 93,375 Est. Cost $103.16 Unrealized +30.9%
GOOGL ALPHABET INC 0.7%
Value $10.83M Shares 37,666 Est. Cost $111.72 Unrealized +189.4%
NVT NVENT ELEC PLC 0.7%
Value $10.07M Shares 85,111 Est. Cost $72.38 Unrealized +55.2%
JNJ JOHNSON & JOHNSON 0.7%
Value $10.03M Shares 41,035 Est. Cost $148.74 Unrealized +53.2%
MEG MONTROSE ENVIRONMENTAL GROUP 0.7%
Value $9.555M Shares 436,494 Est. Cost $31.50 Unrealized -25.1%
TYL TYLER TECHNOLOGIES INC 0.5%
Value $7.859M Shares 22,955 Est. Cost $348.39 Unrealized +10.5%
ETR ENTERGY CORP NEW 0.5%
Value $7.543M Shares 67,135 Est. Cost $94.54 Unrealized +3.0%
BIPC BROOKFIELD INFRASTRUCTURE CO 0.5%
Value $7.54M Shares 190,781 Est. Cost $40.09 Unrealized +17.3%
BIP BROOKFIELD INFRASTRUCTURE PA 0.5%
Value $6.648M Shares 184,055 Est. Cost $33.77 Unrealized
HASI HA SUSTAINABLE INFRA CAP INC 0.5%
Value $6.593M Shares 179,397 Est. Cost $26.10 Unrealized +34.8%
GLD SPDR GOLD TR 0.3%
Value $4.913M Shares 11,419 Est. Cost $207.24 Unrealized
NOC NORTHROP GRUMMAN CORP 0.3%
Value $4.884M Shares 7,159 Est. Cost $442.02 Unrealized +52.4%
SPY STATE STR SPDR S&P 500 ETF T 0.3%
Value $4.344M Shares 6,680 Est. Cost $438.17 Unrealized
FSLR FIRST SOLAR INC 0.3%
Value $4.028M Shares 20,420 Est. Cost $193.86 Unrealized +22.3%
VTI VANGUARD INDEX FDS 0.2%
Value $3.095M Shares 9,647 Est. Cost $257.57 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.2%
Value $3.066M Shares 3,077 Est. Cost $634.98 Unrealized +51.8%
MA MASTERCARD INCORPORATED 0.2%
Value $2.941M Shares 5,885 Est. Cost $382.21 Unrealized +41.0%
TRV TRAVELERS COMPANIES INC 0.2%
Value $2.562M Shares 8,784 Est. Cost $198.65 Unrealized +45.2%
XLV SELECT SECTOR SPDR TR 0.2%
Value $2.549M Shares 17,383 Est. Cost $130.43 Unrealized
IBB ISHARES TR 0.2%
Value $2.537M Shares 15,025 Est. Cost $129.36 Unrealized
TT TRANE TECHNOLOGIES PLC 0.2%
Value $2.49M Shares 5,974 Est. Cost $175.88 Unrealized +140.0%
VXUS VANGUARD STAR FDS 0.2%
Value $2.468M Shares 32,000 Est. Cost $60.74 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value $2.432M Shares 7,115 Est. Cost $177.84 Unrealized +83.6%
AMAL AMALGAMATED FINANCIAL CORP 0.1%
Value $1.892M Shares 48,685 Est. Cost $20.77 Unrealized +81.2%
JPM JPMORGAN CHASE & CO 0.1%
Value $1.683M Shares 5,720 Est. Cost $191.59 Unrealized +62.5%
MRK MERCK & CO INC 0.1%
Value $1.595M Shares 13,259 Est. Cost $99.67 Unrealized +14.7%
GS GOLDMAN SACHS GROUP INC 0.1%
Value $1.573M Shares 1,859 Est. Cost $458.19 Unrealized +103.5%
MS MORGAN STANLEY 0.1%
Value $1.53M Shares 9,296 Est. Cost $97.90 Unrealized +83.5%
ULTA ULTA BEAUTY INC 0.1%
Value $1.481M Shares 2,833 Est. Cost $506.21 Unrealized +32.3%
IVV ISHARES TR 0.1%
Value $1.281M Shares 1,961 Est. Cost $569.05 Unrealized
ITOT ISHARES TR 0.1%
Value $1.112M Shares 7,807 Est. Cost $142.43 Unrealized
CNI CANADIAN NATL RY CO 0.1%
Value $1.048M Shares 10,200 Est. Cost $111.30 Unrealized -8.2%
TSLA TESLA INC 0.1%
Value $1.026M Shares 2,759 Est. Cost $314.34 Unrealized +35.5%
ORCL ORACLE CORP 0.1%
Value $1.026M Shares 6,972 Est. Cost $97.98 Unrealized +73.1%
KKR KKR & CO INC 0.1%
Value $999K Shares 10,801 Est. Cost $91.50 Unrealized +25.4%
PG PROCTER & GAMBLE CO 0.1%
Value $995K Shares 6,887 Est. Cost $137.98 Unrealized +10.0%
TD TORONTO DOMINION BK ONT 0.1%
Value $933K Shares 10,000 Est. Cost $75.06 Unrealized +26.9%
ABBV ABBVIE INC 0.1%
Value $884K Shares 4,066 Est. Cost $162.92 Unrealized +36.6%
WMT WALMART INC 0.1%
Value $844K Shares 6,793 Est. Cost $91.73 Unrealized +33.0%
MKL MARKEL GROUP INC 0.1%
Value $821K Shares 429 Est. Cost $1495.35 Unrealized +39.0%
MGK VANGUARD WORLD FD 0.1%
Value $814K Shares 2,216 Est. Cost $259.51 Unrealized
LLY ELI LILLY & CO 0.1%
Value $781K Shares 849 Est. Cost $466.08 Unrealized +124.7%
CF CF INDUSTRIES HOLD 0.1%
Value $779K Shares 6,000 Est. Cost $76.41 Unrealized +17.9%
MDY STATE STR SPDR S&P MIDCAP 40 0.1%
Value $771K Shares 1,250 Est. Cost $529.26 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value $753K Shares 8,107 Est. Cost $72.66 Unrealized +20.0%
AVB AVALONBAY CMNTYS INC 0.1%
Value $730K Shares 4,470 Est. Cost $153.68 Unrealized +17.4%
BN BROOKFIELD CORP 0.1%
Value $728K Shares 18,000 Est. Cost $30.42 Unrealized +53.4%
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.0%
Value $640K Shares 1,895 Est. Cost $180.57 Unrealized
IYW ISHARES TR 0.0%
Value $616K Shares 3,396 Est. Cost $190.18 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value $605K Shares 4,552 Est. Cost $192.04 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value $592K Shares 5,763 Est. Cost $108.48 Unrealized +6.4%
HD HOME DEPOT INC 0.0%
Value $583K Shares 1,772 Est. Cost $314.27 Unrealized +20.0%
SOXX ISHARES TR 0.0%
Value $575K Shares 1,750 Est. Cost $280.72 Unrealized
BAC BANK AMERICA CORP 0.0%
Value $546K Shares 11,203 Est. Cost $44.70 Unrealized +20.1%
DHI D R HORTON INC 0.0%
Value $515K Shares 3,750 Est. Cost $92.76 Unrealized +68.1%
HLIO HELIOS TECHNOLOGIES INC 0.0%
Value $511K Shares 7,901 Est. Cost $47.60 Unrealized +41.2%
UNP UNION PAC CORP 0.0%
Value $497K Shares 2,050 Est. Cost $207.80 Unrealized +17.1%
VRSK VERISK ANALYTICS INC 0.0%
Value $493K Shares 2,600 Est. Cost $200.01 Unrealized +1.9%
MDLZ MONDELEZ INTL INC 0.0%
Value $469K Shares 8,142 Est. Cost $61.17 Unrealized -4.9%
MGV VANGUARD WORLD FD 0.0%
Value $469K Shares 3,234 Est. Cost $109.37 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value $465K Shares 2,695 Est. Cost $189.00 Unrealized -7.5%
MMM 3M CO 0.0%
Value $465K Shares 3,200 Est. Cost $84.30 Unrealized +94.5%
TFC TRUIST FINL CORP 0.0%
Value $463K Shares 10,070 Est. Cost $39.08 Unrealized +30.9%
AKR ACADIA RLTY TR 0.0%
Value $459K Shares 24,000 Est. Cost $20.95 Unrealized
EFA ISHARES TR 0.0%
Value $455K Shares 4,680 Est. Cost $93.10 Unrealized
ADBE ADOBE INC 0.0%
Value $442K Shares 1,820 Est. Cost $419.61 Unrealized -30.9%
OC OWENS CORNING NEW 0.0%
Value $433K Shares 4,000 Est. Cost $94.64 Unrealized +32.8%
XOM EXXON MOBIL CORP 0.0%
Value $421K Shares 2,480 Est. Cost $117.40 Unrealized +18.2%
CSCO CISCO SYS INC 0.0%
Value $420K Shares 5,415 Est. Cost $57.73 Unrealized +34.9%
QQQ INVESCO QQQ TR 0.0%
Value $420K Shares 727 Est. Cost $472.72 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.0%
Value $416K Shares 1,096 Est. Cost $202.58 Unrealized +102.6%
WAT WATERS CORP 0.0%
Value $396K Shares 1,330 Est. Cost $321.51 Unrealized +14.2%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $389K Shares 2,244 Est. Cost $215.18 Unrealized -15.7%
CRM SALESFORCE INC 0.0%
Value $381K Shares 2,043 Est. Cost $208.86 Unrealized +3.3%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $378K Shares 1,862 Est. Cost $240.43 Unrealized +0.2%
IJH ISHARES TR 0.0%
Value $376K Shares 5,562 Est. Cost $74.62 Unrealized
PEP PEPSICO INC 0.0%
Value $368K Shares 2,368 Est. Cost $156.05 Unrealized -0.8%
MCD MCDONALDS CORP 0.0%
Value $364K Shares 1,172 Est. Cost $277.75 Unrealized +14.2%
VLO VALERO ENERGY CORP 0.0%
Value $359K Shares 1,451 Est. Cost $122.29 Unrealized +55.4%
ISRG INTUITIVE SURGICAL INC 0.0%
Value $356K Shares 773 Est. Cost $328.08 Unrealized +58.8%
IAU ISHARES GOLD TR 0.0%
Value $353K Shares 4,000 Est. Cost $73.73 Unrealized
VFH VANGUARD WORLD FD 0.0%
Value $350K Shares 2,900 Est. Cost $120.81 Unrealized
BX BLACKSTONE INC 0.0%
Value $345K Shares 2,999 Est. Cost $151.39 Unrealized -6.9%
VNQ VANGUARD INDEX FDS 0.0%
Value $341K Shares 3,850 Est. Cost $83.42 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value $335K Shares 788 Est. Cost $479.27 Unrealized +1.2%
ITA ISHARES TR 0.0%
Value $328K Shares 1,500 Est. Cost $188.67 Unrealized
VDC VANGUARD WORLD FD 0.0%
Value $320K Shares 1,425 Est. Cost $197.80 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $312K Shares 800 Est. Cost $474.91 Unrealized -9.2%
URI UNITED RENTALS INC 0.0%
Value $305K Shares 419 Est. Cost $560.08 Unrealized +57.6%
NSC NORFOLK SOUTHN CORP 0.0%
Value $303K Shares 1,056 Est. Cost $247.57 Unrealized +20.4%
CMI CUMMINS INC 0.0%
Value $296K Shares 550 Est. Cost $449.67 Unrealized +28.0%
AXON AXON ENTERPRISE INC 0.0%
Value $291K Shares 685 Est. Cost $721.46 Unrealized -27.0%
IEFA ISHARES TR 0.0%
Value $291K Shares 3,212 Est. Cost $88.65 Unrealized
SJM SMUCKER J M CO 0.0%
Value $289K Shares 3,000 Est. Cost $137.05 Unrealized -24.0%
LEN LENNAR CORP 0.0%
Value $287K Shares 3,300 Est. Cost $95.57 Unrealized +19.8%
META META PLATFORMS INC 0.0%
Value $284K Shares 497 Est. Cost $637.72 Unrealized +2.8%
ASML ASML HLDG NV 0.0%
Value $283K Shares 214 Est. Cost $971.40 Unrealized
NI NISOURCE INC 0.0%
Value $280K Shares 6,000 Est. Cost $31.25 Unrealized +40.8%
XAR SPDR SERIES TRUST 0.0%
Value $268K Shares 1,055 Est. Cost $192.71 Unrealized
CVX CHEVRON CORPORATION 0.0%
Value $266K Shares 1,285 Est. Cost $163.25 Unrealized +5.3%
VB VANGUARD INDEX FDS 0.0%
Value $265K Shares 1,010 Est. Cost $213.33 Unrealized
KRNT KORNIT DIGITAL LTD 0.0%
Value $257K Shares 17,525 Est. Cost $22.56 Unrealized -35.4%
NUE NUCOR CORP 0.0%
Value $254K Shares 1,500 Est. Cost $140.51 Unrealized +27.0%
CB CHUBB LTD SWITZ 0.0%
Value $245K Shares 753 Est. Cost $256.55 Unrealized +23.3%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value $242K Shares 192 Est. Cost $1293.18 Unrealized +9.3%
ECL ECOLAB INC 0.0%
Value $239K Shares 900 Est. Cost $160.39 Unrealized +78.5%
WFC WELLS FARGO & CO 0.0%
Value $239K Shares 3,000 Est. Cost $78.76 Unrealized +14.3%
IWM ISHARES TR 0.0%
Value $237K Shares 956 Est. Cost $200.18 Unrealized
USMV ISHARES TR 0.0%
Value $236K Shares 2,550 Est. Cost $80.46 Unrealized
GIS GENERAL MILLS INC 0.0%
Value $234K Shares 6,275 Est. Cost $71.10 Unrealized -36.0%
NVS NOVARTIS AG 0.0%
Value $229K Shares 1,500 Est. Cost $104.89 Unrealized
TIP ISHARES TR 0.0%
Value $223K Shares 2,022 Est. Cost $110.48 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $217K Shares 1,065 Est. Cost $142.97 Unrealized +55.1%
SLV ISHARES SILVER TR 0.0%
Value $217K Shares 3,179 Est. Cost $35.11 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value $214K Shares 1,960 Est. Cost $157.09 Unrealized
PLD PROLOGIS INC. 0.0%
Value $213K Shares 1,609 Est. Cost $111.11 Unrealized +16.1%
CAT CATERPILLAR INC 0.0%
Value $213K Shares 300 Est. Cost $270.91 Unrealized +152.6%
RTX RTX CORPORATION 0.0%
Value $211K Shares 1,094 Est. Cost $166.02 Unrealized +18.4%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $207K Shares 854 Est. Cost $143.42 Unrealized +98.0%
REG REGENCY CTRS CORP 0.0%
Value $205K Shares 2,706 Est. Cost $69.98 Unrealized -2.9%
COR CENCORA INC 0.0%
Value $201K Shares 640 Est. Cost $173.02 Unrealized +104.1%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value $201K Shares 1,275 Est. Cost $167.49 Unrealized -1.5%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value $198K Shares 700 Est. Cost $153.94 Unrealized +48.3%
KO COCA COLA CO 0.0%
Value $195K Shares 2,561 Est. Cost $62.28 Unrealized +20.0%
GNR SPDR INDEX SHS FDS 0.0%
Value $192K Shares 2,575 Est. Cost $74.67 Unrealized
ZS ZSCALER INC 0.0%
Value $188K Shares 1,340 Est. Cost $284.81 Unrealized -32.1%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $188K Shares 1,432 Est. Cost $91.56 Unrealized +31.6%
CVS CVS HEALTH CORP 0.0%
Value $179K Shares 2,490 Est. Cost $67.82 Unrealized +15.0%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $177K Shares 1,920 Est. Cost $89.97 Unrealized +5.6%
ICSH ISHARES TR 0.0%
Value $172K Shares 3,397 Est. Cost $50.63 Unrealized
AMJB JPMORGAN CHASE FINL CO LLC 0.0%
Value $171K Shares 4,945 Est. Cost $29.52 Unrealized
EMR EMERSON ELEC CO 0.0%
Value $170K Shares 1,300 Est. Cost $85.75 Unrealized +73.2%
MINT PIMCO ETF TR 0.0%
Value $165K Shares 1,641 Est. Cost $100.59 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value $163K Shares 711 Est. Cost $170.66 Unrealized +32.5%
GILD GILEAD SCIENCES INC 0.0%
Value $159K Shares 1,140 Est. Cost $105.13 Unrealized +31.6%
C CITIGROUP INC 0.0%
Value $159K Shares 1,400 Est. Cost $95.17 Unrealized +22.1%
HUBS HUBSPOT INC 0.0%
Value $156K Shares 640 Est. Cost $497.53 Unrealized -41.4%
IWR ISHARES TR 0.0%
Value $155K Shares 1,596 Est. Cost $80.12 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value $155K Shares 4,100 Est. Cost $30.30 Unrealized
SMH VANECK ETF TRUST 0.0%
Value $153K Shares 400 Est. Cost $326.36 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value $153K Shares 774 Est. Cost $190.39 Unrealized 0.0%
TRMB TRIMBLE INC 0.0%
Value $151K Shares 2,317 Est. Cost $53.33 Unrealized +33.1%
TGT TARGET CORP 0.0%
Value $151K Shares 1,245 Est. Cost $135.33 Unrealized -19.3%
NOW SERVICENOW INC 0.0%
Value $149K Shares 1,426 Est. Cost $175.13 Unrealized -30.8%
VTR VENTAS INC 0.0%
Value $147K Shares 1,800 Est. Cost $66.33 Unrealized +16.6%
CSX CSX CORP 0.0%
Value $147K Shares 3,580 Est. Cost $32.30 Unrealized +19.3%
LKQ LKQ CORP 0.0%
Value $147K Shares 5,000 Est. Cost $51.91 Unrealized -35.9%
DLR DIGITAL RLTY TR INC 0.0%
Value $144K Shares 800 Est. Cost $155.34 Unrealized -0.2%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value $141K Shares 2,670 Est. Cost $89.77 Unrealized
VPU VANGUARD WORLD FD 0.0%
Value $139K Shares 700 Est. Cost $170.81 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.0%
Value $137K Shares 125 Est. Cost $808.07 Unrealized +36.7%
IREN IREN LIMITED 0.0%
Value $135K Shares 3,950 Est. Cost $34.65 Unrealized +39.3%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $134K Shares 2,670 Est. Cost $39.35 Unrealized +11.4%
HOLX HOLOGIC INC 0.0%
Value $130K Shares 1,724 Est. Cost $60.78 Unrealized +23.4%
D DOMINION ENERGY INC 0.0%
Value $129K Shares 2,080 Est. Cost $54.35 Unrealized +13.4%
IJR ISHARES TR 0.0%
Value $128K Shares 1,030 Est. Cost $123.36 Unrealized
MCB METROPOLITAN BK HLDG CORP 0.0%
Value $125K Shares 1,500 Est. Cost $59.03 Unrealized +50.2%
COO COOPER COS INC 0.0%
Value $122K Shares 1,710 Est. Cost $89.41 Unrealized -8.1%
ZTS ZOETIS INC 0.0%
Value $122K Shares 1,034 Est. Cost $170.89 Unrealized -26.3%
MET METLIFE INC 0.0%
Value $121K Shares 1,710 Est. Cost $79.53 Unrealized -2.6%
LNG CHENIERE ENERGY INC 0.0%
Value $121K Shares 426 Est. Cost $235.04 Unrealized -10.7%
XEL XCEL ENERGY INC 0.0%
Value $120K Shares 1,509 Est. Cost $63.77 Unrealized +21.0%
KNSL KINSALE CAP GROUP INC 0.0%
Value $120K Shares 350 Est. Cost $433.95 Unrealized -9.3%
CRWV COREWEAVE INC 0.0%
Value $119K Shares 1,534 Est. Cost $92.20 Unrealized -0.8%
SHOP SHOPIFY INC 0.0%
Value $119K Shares 1,000 Est. Cost $160.56 Unrealized -15.0%
OXY OCCIDENTAL PETE CORP 0.0%
Value $117K Shares 1,800 Est. Cost $60.27 Unrealized -24.6%
SBUX STARBUCKS CORP 0.0%
Value $116K Shares 1,300 Est. Cost $96.83 Unrealized -3.3%
MOAT VANECK ETF TRUST 0.0%
Value $116K Shares 1,200 Est. Cost $96.70 Unrealized
JBL JABIL INC 0.0%
Value $116K Shares 436 Est. Cost $126.75 Unrealized +95.7%
GEV GE VERNOVA INC 0.0%
Value $115K Shares 132 Est. Cost $289.83 Unrealized +154.3%
PCAR PACCAR INC 0.0%
Value $115K Shares 995 Est. Cost $97.02 Unrealized +26.8%
PIPR PIPER SANDLER COMPANIES 0.0%
Value $115K Shares 1,500 Est. Cost $76.55 Unrealized
CI THE CIGNA GROUP 0.0%
Value $111K Shares 417 Est. Cost $278.62 Unrealized +0.7%
LRGC AB ACTIVE ETFS INC 0.0%
Value $108K Shares 1,474 Est. Cost $73.50 Unrealized
PLPC PREFORMED LINE PRODS CO 0.0%
Value $108K Shares 400 Est. Cost $127.77 Unrealized +97.6%
NVCT NUVECTIS PHARMA INC 0.0%
Value $108K Shares 14,000 Est. Cost $6.77 Unrealized +26.6%
FDX FEDEX CORP 0.0%
Value $107K Shares 300 Est. Cost $338.93 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value $105K Shares 800 Est. Cost $120.88 Unrealized 0.0%
KR KROGER CO 0.0%
Value $103K Shares 1,420 Est. Cost $65.92 Unrealized -2.0%
IWB ISHARES TR 0.0%
Value $102K Shares 285 Est. Cost $339.57 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value $101K Shares 145 Est. Cost $524.52 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value $100K Shares 458 Est. Cost $207.46 Unrealized +4.4%
T AT&T INC 0.0%
Value $98,074 Shares 3,383 Est. Cost $25.12 Unrealized +2.5%
XLF SELECT SECTOR SPDR TR 0.0%
Value $96,568 Shares 1,956 Est. Cost $53.23 Unrealized
APD AIR PRODUCTS AND CHEMICALS I 0.0%
Value $96,153 Shares 331 Est. Cost $268.53 Unrealized +1.1%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value $95,960 Shares 500 Est. Cost $181.74 Unrealized
IMCG ISHARES TR 0.0%
Value $94,524 Shares 1,200 Est. Cost $64.45 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value $94,469 Shares 816 Est. Cost $91.96 Unrealized +19.5%
INTU INTUIT 0.0%
Value $93,827 Shares 217 Est. Cost $448.08 Unrealized +11.0%
WDAY WORKDAY INC 0.0%
Value $90,944 Shares 700 Est. Cost $231.22 Unrealized -25.3%
VUSB VANGUARD BD INDEX FDS 0.0%
Value $89,613 Shares 1,800 Est. Cost $49.83 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value $89,465 Shares 807 Est. Cost $118.37 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value $89,119 Shares 539 Est. Cost $175.91 Unrealized 0.0%
FCX FREEPORT MCMORAN INC 0.0%
Value $88,170 Shares 1,500 Est. Cost $36.26 Unrealized +68.6%
IWS ISHARES TR 0.0%
Value $87,444 Shares 600 Est. Cost $132.18 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value $87,248 Shares 440 Est. Cost $261.35 Unrealized -3.1%
XLI SELECT SECTOR SPDR TR 0.0%
Value $85,717 Shares 530 Est. Cost $154.23 Unrealized
XSOE WISDOMTREE TR 0.0%
Value $84,491 Shares 2,107 Est. Cost $40.10 Unrealized
FMCX NORTHERN LTS FD TR IV 0.0%
Value $83,423 Shares 2,600 Est. Cost $28.94 Unrealized
FUTY FIDELITY COVINGTON TRUST 0.0%
Value $82,698 Shares 1,400 Est. Cost $52.60 Unrealized
SCI SERVICE CORP INTL 0.0%
Value $82,510 Shares 1,000 Est. Cost $69.07 Unrealized +17.3%
WELL WELLTOWER INC 0.0%
Value $81,457 Shares 412 Est. Cost $163.41 Unrealized +14.4%
RY ROYAL BK CDA 0.0%
Value $80,890 Shares 500 Est. Cost $122.31 Unrealized +38.9%
FTNT FORTINET INC 0.0%
Value $80,495 Shares 985 Est. Cost $56.85 Unrealized +40.7%
MPLX MPLX LP 0.0%
Value $79,157 Shares 1,387 Est. Cost $34.88 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value $76,734 Shares 936 Est. Cost $78.37 Unrealized
UL UNILEVER PLC 0.0%
Value $75,942 Shares 1,333 Est. Cost $60.34 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value $74,656 Shares 800 Est. Cost $98.05 Unrealized -3.3%
ETN EATON CORP PLC 0.0%
Value $74,038 Shares 207 Est. Cost $223.91 Unrealized +57.9%
TXN TEXAS INSTRS INC 0.0%
Value $73,774 Shares 380 Est. Cost $167.93 Unrealized +22.8%
NVO NOVO-NORDISK A S 0.0%
Value $73,500 Shares 2,000 Est. Cost $116.26 Unrealized
AMGN AMGEN INC 0.0%
Value $73,185 Shares 208 Est. Cost $228.67 Unrealized +52.9%
MELI MERCADOLIBRE INC 0.0%
Value $72,619 Shares 42 Est. Cost $1990.87 Unrealized +3.8%
CPT CAMDEN PPTY TR 0.0%
Value $72,074 Shares 738 Est. Cost $107.74 Unrealized +2.3%
IRM IRON MTN INC DEL 0.0%
Value $71,498 Shares 700 Est. Cost $94.72 Unrealized -12.1%
IDA IDACORP INC 0.0%
Value $71,485 Shares 500 Est. Cost $105.28 Unrealized +28.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value $70,809 Shares 734 Est. Cost $114.50 Unrealized -10.0%
AGG ISHARES TR 0.0%
Value $69,489 Shares 700 Est. Cost $99.27 Unrealized
EEM ISHARES TR 0.0%
Value $68,148 Shares 1,200 Est. Cost $56.79 Unrealized
SO SOUTHERN CO 0.0%
Value $67,564 Shares 700 Est. Cost $89.54 Unrealized 0.0%
AEE AMEREN CORP 0.0%
Value $67,491 Shares 614 Est. Cost $78.05 Unrealized +34.1%
BXP BXP INC 0.0%
Value $67,419 Shares 1,299 Est. Cost $68.38 Unrealized -0.8%
IVT INVENTRUST PPTYS CORP 0.0%
Value $66,860 Shares 2,195 Est. Cost $28.49 Unrealized
CBOE CBOE GLOBAL MKTS INC 0.0%
Value $66,052 Shares 235 Est. Cost $204.35 Unrealized +33.1%
BEP BROOKFIELD RENEWABLE ENERGY 0.0%
Value $65,280 Shares 2,000 Est. Cost $26.97 Unrealized
BRX BRIXMOR PPTY GROUP INC 0.0%
Value $64,800 Shares 2,250 Est. Cost $27.68 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value $64,064 Shares 800 Est. Cost $78.60 Unrealized +4.2%
SUI SUN CMNTYS INC 0.0%
Value $63,862 Shares 507 Est. Cost $129.00 Unrealized
IDV ISHARES TR 0.0%
Value $63,840 Shares 1,500 Est. Cost $34.51 Unrealized
PKG PACKAGING CORP AMER 0.0%
Value $63,666 Shares 300 Est. Cost $125.10 Unrealized +80.9%
HR HEALTHCARE RLTY TR 0.0%
Value $62,014 Shares 3,650 Est. Cost $18.03 Unrealized
BWXT BWX TECHNOLOGIES INC 0.0%
Value $61,347 Shares 300 Est. Cost $187.42 Unrealized +8.3%
CDW CDW CORP 0.0%
Value $59,300 Shares 490 Est. Cost $165.64 Unrealized -21.5%
CWEN CLEARWAY ENERGY INC 0.0%
Value $58,935 Shares 1,500 Est. Cost $20.51 Unrealized +78.9%
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value $57,662 Shares 985 Est. Cost $58.59 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value $56,972 Shares 930 Est. Cost $75.75 Unrealized
PFE PFIZER INC 0.0%
Value $55,234 Shares 1,967 Est. Cost $29.73 Unrealized -11.9%
UBER UBER TECHNOLOGIES INC 0.0%
Value $55,099 Shares 766 Est. Cost $85.21 Unrealized -7.6%
VOO VANGUARD INDEX FDS 0.0%
Value $54,975 Shares 92 Est. Cost $419.89 Unrealized
WSR WHITESTONE REIT 0.0%
Value $54,910 Shares 3,400 Est. Cost $13.03 Unrealized
CCJ CAMECO CORP 0.0%
Value $54,305 Shares 500 Est. Cost $89.94 Unrealized +29.3%
PSA PUBLIC STORAGE OPER CO 0.0%
Value $53,906 Shares 199 Est. Cost $281.51 Unrealized -8.2%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value $53,765 Shares 250 Est. Cost $194.72 Unrealized
IEMG ISHARES INC 0.0%
Value $53,568 Shares 768 Est. Cost $69.75 Unrealized
USB US BANCORP 0.0%
Value $53,311 Shares 1,025 Est. Cost $40.80 Unrealized +38.8%
OSCR OSCAR HEALTH INC 0.0%
Value $53,141 Shares 4,633 Est. Cost $13.70 Unrealized +7.5%
CL COLGATE PALMOLIVE CO 0.0%
Value $52,246 Shares 613 Est. Cost $75.03 Unrealized +18.3%
APTV APTIV PLC 0.0%
Value $52,080 Shares 750 Est. Cost $61.47 Unrealized +31.6%
MGNR AMERICAN BEACON SELECT FUNDS 0.0%
Value $51,580 Shares 1,000 Est. Cost $51.58 Unrealized
ITM VANECK ETF TRUST 0.0%
Value $51,073 Shares 1,100 Est. Cost $46.47 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value $48,975 Shares 750 Est. Cost $60.70 Unrealized +29.1%
DIS DISNEY WALT CO 0.0%
Value $48,190 Shares 500 Est. Cost $109.45 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value $47,794 Shares 172 Est. Cost $296.78 Unrealized +2.2%
STLD STEEL DYNAMICS INC 0.0%
Value $47,700 Shares 265 Est. Cost $130.47 Unrealized +41.1%
GE GE AEROSPACE 0.0%
Value $46,823 Shares 165 Est. Cost $198.72 Unrealized +60.1%
AHR AMERICAN HEALTHCARE REIT INC 0.0%
Value $46,642 Shares 989 Est. Cost $42.01 Unrealized
GRMN GARMIN LTD 0.0%
Value $46,635 Shares 201 Est. Cost $214.52 Unrealized 0.0%
SCHG SCHWAB STRATEGIC TR 0.0%
Value $46,608 Shares 1,600 Est. Cost $39.64 Unrealized
TEL TE CONNECTIVITY PLC 0.0%
Value $46,377 Shares 222 Est. Cost $152.70 Unrealized +50.5%
MGEE MGE ENERGY INC 0.0%
Value $46,374 Shares 600 Est. Cost $67.95 Unrealized +17.4%
KHC KRAFT HEINZ CO 0.0%
Value $46,105 Shares 2,050 Est. Cost $26.18 Unrealized -8.6%
EGP EASTGROUP PPTYS INC 0.0%
Value $46,088 Shares 249 Est. Cost $185.09 Unrealized
AMH AMERICAN HOMES 4 RENT 0.0%
Value $46,068 Shares 1,650 Est. Cost $33.25 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value $45,890 Shares 1,000 Est. Cost $79.04 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value $45,004 Shares 148 Est. Cost $305.09 Unrealized 0.0%
FERG FERGUSON ENTERPRISES INC 0.0%
Value $43,154 Shares 185 Est. Cost $197.54 Unrealized +27.1%
ADSK AUTODESK INC 0.0%
Value $43,092 Shares 180 Est. Cost $230.86 Unrealized +9.9%
SFM SPROUTS FMRS MKT INC 0.0%
Value $42,885 Shares 556 Est. Cost $145.48 Unrealized -50.3%
IHI ISHARES TR 0.0%
Value $42,680 Shares 800 Est. Cost $56.81 Unrealized
ESGV VANGUARD WORLD FD 0.0%
Value $42,102 Shares 375 Est. Cost $118.06 Unrealized
STIP ISHARES TR 0.0%
Value $41,372 Shares 400 Est. Cost $103.36 Unrealized
NRIX NURIX THERAPEUTICS INC 0.0%
Value $41,075 Shares 2,650 Est. Cost $10.42 Unrealized +66.4%
CSR CENTERSPACE 0.0%
Value $40,733 Shares 709 Est. Cost $64.25 Unrealized
HDV ISHARES TR 0.0%
Value $40,716 Shares 300 Est. Cost $101.66 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $40,068 Shares 185 Est. Cost $240.41 Unrealized 0.0%
BBJP J P MORGAN EXCHANGE TRADED F 0.0%
Value $39,762 Shares 577 Est. Cost $61.78 Unrealized
COP CONOCOPHILLIPS 0.0%
Value $39,600 Shares 300 Est. Cost $102.65 Unrealized 0.0%
CUZ COUSINS PPTYS INC 0.0%
Value $39,092 Shares 1,732 Est. Cost $22.57 Unrealized
LRGF ISHARES TR 0.0%
Value $38,280 Shares 580 Est. Cost $44.56 Unrealized
GTY GETTY RLTY CORP NEW 0.0%
Value $38,160 Shares 1,200 Est. Cost $31.80 Unrealized
BAFE ADVISORS INNER CIRCLE FD III 0.0%
Value $38,082 Shares 1,505 Est. Cost $25.30 Unrealized
APH AMPHENOL CORP 0.0%
Value $37,779 Shares 299 Est. Cost $98.92 Unrealized +48.0%
WMS ADVANCED DRAIN SYS INC DEL 0.0%
Value $37,026 Shares 270 Est. Cost $119.33 Unrealized +35.1%
FVR FRONTVIEW REIT INC 0.0%
Value $36,773 Shares 2,377 Est. Cost $14.76 Unrealized
DEUS DBX ETF TR 0.0%
Value $35,934 Shares 600 Est. Cost $43.06 Unrealized
XYL XYLEM INC 0.0%
Value $35,850 Shares 300 Est. Cost $100.91 Unrealized +35.2%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value $34,388 Shares 2,093 Est. Cost $16.20 Unrealized 0.0%
NNN NNN REIT INC 0.0%
Value $34,381 Shares 818 Est. Cost $42.57 Unrealized
PAVE GLOBAL X FDS 0.0%
Value $34,094 Shares 671 Est. Cost $46.00 Unrealized
IDXX IDEXX LABS INC 0.0%
Value $33,714 Shares 60 Est. Cost $564.17 Unrealized +18.8%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value $33,578 Shares 339 Est. Cost $84.62 Unrealized -4.2%
COLD AMERICOLD REALTY TRUST INC 0.0%
Value $33,464 Shares 2,920 Est. Cost $12.31 Unrealized
SMA SMARTSTOP SELF STORAG REIT I 0.0%
Value $33,308 Shares 1,100 Est. Cost $37.38 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value $32,987 Shares 710 Est. Cost $40.69 Unrealized +26.0%
ARES ARES MANAGEMENT CORPORATION 0.0%
Value $32,730 Shares 300 Est. Cost $171.70 Unrealized -13.5%
SUN SUNOCO LP/SUNOCO FIN CORP 0.0%
Value $32,485 Shares 500 Est. Cost $48.95 Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value $31,839 Shares 163 Est. Cost $183.13 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $31,599 Shares 521 Est. Cost $56.62 Unrealized +1.4%
TECH BIO-TECHNE CORP 0.0%
Value $31,147 Shares 596 Est. Cost $75.72 Unrealized -15.4%
UNH UNITEDHEALTH GROUP INC 0.0%
Value $30,557 Shares 113 Est. Cost $372.80 Unrealized -17.2%
AKRE PROFESIONALLY MANAGED PORTFO 0.0%
Value $30,548 Shares 578 Est. Cost $65.51 Unrealized
HIW HIGHWOODS PPTYS INC 0.0%
Value $30,510 Shares 1,425 Est. Cost $29.99 Unrealized
ARM ARM HOLDINGS PLC 0.0%
Value $30,256 Shares 200 Est. Cost $106.79 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value $30,248 Shares 100 Est. Cost $174.30 Unrealized +104.3%
GTLS CHART INDS INC 0.0%
Value $29,979 Shares 145 Est. Cost $132.99 Unrealized +55.7%
CIBR FIRST TR EXCHANGE-TRADED FD 0.0%
Value $29,790 Shares 475 Est. Cost $74.52 Unrealized
TTD THE TRADE DESK INC 0.0%
Value $29,429 Shares 1,297 Est. Cost $63.45 Unrealized -50.8%
BHP BHP BILLITON LIMITED 0.0%
Value $29,096 Shares 400 Est. Cost $60.37 Unrealized
URA GLOBAL X FDS 0.0%
Value $29,058 Shares 600 Est. Cost $42.73 Unrealized
BLK BLACKROCK INC 0.0%
Value $28,852 Shares 30 Est. Cost $992.28 Unrealized +10.6%
QQEW FIRST TR EXCHANGE-TRADED FD 0.0%
Value $28,570 Shares 225 Est. Cost $141.11 Unrealized
HYS PIMCO ETF TR 0.0%
Value $27,981 Shares 300 Est. Cost $95.68 Unrealized
BBCA J P MORGAN EXCHANGE TRADED F 0.0%
Value $27,278 Shares 290 Est. Cost $80.70 Unrealized
TOST TOAST INC 0.0%
Value $26,510 Shares 1,000 Est. Cost $19.72 Unrealized +57.2%
GDX VANECK ETF TRUST 0.0%
Value $26,155 Shares 285 Est. Cost $91.77 Unrealized
NET CLOUDFLARE INC 0.0%
Value $25,793 Shares 125 Est. Cost $211.53 Unrealized -13.8%
VTEB VANGUARD MUN BD FDS 0.0%
Value $24,796 Shares 497 Est. Cost $49.03 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value $24,785 Shares 116 Est. Cost $82.79 Unrealized +172.9%
Q QNITY ELECTRONICS INC 0.0%
Value $24,576 Shares 213 Est. Cost $84.91 Unrealized +19.2%
FTAI FTAI AVIATION LTD 0.0%
Value $24,500 Shares 100 Est. Cost $22.27 Unrealized +1116.1%
ROP ROPER TECHNOLOGIES INC 0.0%
Value $24,063 Shares 68 Est. Cost $504.91 Unrealized -25.1%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value $23,022 Shares 390 Est. Cost $91.35 Unrealized
METC RAMACO RES INC 0.0%
Value $22,340 Shares 1,445 Est. Cost $9.61 Unrealized +104.4%
FDVV FIDELITY COVINGTON TRUST 0.0%
Value $22,096 Shares 400 Est. Cost $49.60 Unrealized
FIX COMFORT SYS USA INC 0.0%
Value $22,064 Shares 16 Est. Cost $437.35 Unrealized +173.5%
NGG NATIONAL GRID PLC 0.0%
Value $21,573 Shares 255 Est. Cost $67.99 Unrealized
CHDN CHURCHILL DOWNS INC 0.0%
Value $21,560 Shares 240 Est. Cost $100.71 Unrealized -0.9%
CTAS CINTAS CORP 0.0%
Value $20,974 Shares 124 Est. Cost $193.33 Unrealized 0.0%
WU WESTERN UN CO 0.0%
Value $20,952 Shares 2,400 Est. Cost $11.15 Unrealized
IWF ISHARES TR 0.0%
Value $20,894 Shares 49 Est. Cost $424.59 Unrealized
WMB WILLIAMS COS INC 0.0%
Value $20,597 Shares 283 Est. Cost $52.03 Unrealized +27.5%
ETHA ISHARES ETHEREUM TR 0.0%
Value $20,579 Shares 1,300 Est. Cost $31.51 Unrealized
FETH FIDELITY ETHEREUM FD 0.0%
Value $20,567 Shares 985 Est. Cost $41.55 Unrealized
BBAX J P MORGAN EXCHANGE TRADED F 0.0%
Value $20,512 Shares 345 Est. Cost $54.50 Unrealized
BLND BLEND LABS INC 0.0%
Value $20,297 Shares 11,939 Est. Cost $3.31 Unrealized -26.8%
IOT SAMSARA INC 0.0%
Value $20,029 Shares 632 Est. Cost $29.75 Unrealized 0.0%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value $19,801 Shares 79 Est. Cost $251.95 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.0%
Value $19,557 Shares 427 Est. Cost $46.11 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value $19,529 Shares 45 Est. Cost $453.42 Unrealized -8.3%
DDOG DATADOG INC 0.0%
Value $19,243 Shares 163 Est. Cost $123.93 Unrealized 0.0%
TDG TRANSDIGM GROUP INC 0.0%
Value $18,544 Shares 16 Est. Cost $1361.54 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $18,512 Shares 295 Est. Cost $51.37 Unrealized +67.1%
PYPL PAYPAL HLDGS INC 0.0%
Value $18,092 Shares 400 Est. Cost $77.30 Unrealized -35.2%
ALB ALBEMARLE CORP 0.0%
Value $17,953 Shares 100 Est. Cost $110.10 Unrealized +55.5%
MDT MEDTRONIC PLC 0.0%
Value $17,330 Shares 200 Est. Cost $76.04 Unrealized +30.9%
FICO FAIR ISAAC CORP 0.0%
Value $17,081 Shares 16 Est. Cost $1466.95 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC 0.0%
Value $16,229 Shares 106 Est. Cost $366.85 Unrealized -48.5%
PRU PRUDENTIAL FINL INC 0.0%
Value $16,021 Shares 164 Est. Cost $83.63 Unrealized +28.4%
IJT ISHARES TR 0.0%
Value $15,629 Shares 108 Est. Cost $113.53 Unrealized
MP MP MATERIALS CORP 0.0%
Value $14,478 Shares 300 Est. Cost $63.41 Unrealized -2.6%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $14,408 Shares 375 Est. Cost $65.00 Unrealized
UPS UNITED PARCEL SVCS INC 0.0%
Value $13,134 Shares 134 Est. Cost $157.48 Unrealized -30.2%
OPRX OPTIMIZERX CORP 0.0%
Value $12,560 Shares 2,000 Est. Cost $16.73 Unrealized -35.3%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value $12,324 Shares 228 Est. Cost $54.05 Unrealized
SCWO 374WATER INC 0.0%
Value $12,212 Shares 4,300 Est. Cost $3.39 Unrealized -18.4%
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value $11,996 Shares 400 Est. Cost $50.63 Unrealized
CSGP COSTAR GROUP INC 0.0%
Value $11,981 Shares 297 Est. Cost $56.92 Unrealized 0.0%
BEPC BROOKFIELD RENEWABLE CORP 0.0%
Value $11,949 Shares 300 Est. Cost $29.14 Unrealized +40.6%
BBT BEACON FINANCIAL CORP. 0.0%
Value $11,130 Shares 371 Est. Cost $28.90 Unrealized 0.0%
DKNG DRAFTKINGS INC NEW 0.0%
Value $11,113 Shares 514 Est. Cost $28.94 Unrealized 0.0%
MCO MOODYS CORP 0.0%
Value $10,907 Shares 25 Est. Cost $387.99 Unrealized +26.2%
VEEV VEEVA SYS INC 0.0%
Value $10,891 Shares 62 Est. Cost $203.93 Unrealized 0.0%
LION LIONSGATE STUDIOS CORP 0.0%
Value $10,741 Shares 1,120 Est. Cost $6.69 Unrealized +34.1%
MSTR STRATEGY INC 0.0%
Value $10,608 Shares 85 Est. Cost $339.54 Unrealized -56.8%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value $10,184 Shares 21 Est. Cost $152.31 Unrealized +226.5%
UEC URANIUM ENERGY CORP 0.0%
Value $10,125 Shares 750 Est. Cost $13.12 Unrealized +25.6%
MEDP MEDPACE HLDGS INC 0.0%
Value $10,084 Shares 21 Est. Cost $542.35 Unrealized 0.0%
VOT VANGUARD INDEX FDS 0.0%
Value $9,522 Shares 37 Est. Cost $253.75 Unrealized
ABNB AIRBNB INC 0.0%
Value $9,471 Shares 75 Est. Cost $123.37 Unrealized +4.9%
SCHW SCHWAB CHARLES CORP 0.0%
Value $9,398 Shares 100 Est. Cost $100.12 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value $9,172 Shares 334 Est. Cost $12.32 Unrealized +129.3%
COIN COINBASE GLOBAL INC 0.0%
Value $8,731 Shares 50 Est. Cost $339.07 Unrealized -40.8%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value $8,594 Shares 60 Est. Cost $156.84 Unrealized 0.0%
SYY SYSCO CORP 0.0%
Value $8,560 Shares 120 Est. Cost $82.24 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.0%
Value $8,446 Shares 25 Est. Cost $127.82 Unrealized +202.8%
MAR MARRIOTT INTL INC NEW 0.0%
Value $8,177 Shares 25 Est. Cost $330.79 Unrealized 0.0%
NKE NIKE INC 0.0%
Value $7,923 Shares 150 Est. Cost $82.32 Unrealized -22.3%
QS QUANTUMSCAPE CORP 0.0%
Value $7,656 Shares 1,200 Est. Cost $13.79 Unrealized -32.9%
ALC ALCON AG 0.0%
Value $7,535 Shares 100 Est. Cost $73.16 Unrealized +10.0%
TMDX TRANSMEDICS GROUP INC 0.0%
Value $7,456 Shares 75 Est. Cost $125.49 Unrealized +7.9%
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value $7,284 Shares 74 Est. Cost $90.40 Unrealized +5.9%
CORNERSTONE STRATEGIC INVEST 0.0%
Value $7,280 Shares 1,000 Est. Cost $7.43 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value $6,739 Shares 93 Est. Cost $80.63 Unrealized 0.0%
ALL ALLSTATE CORP 0.0%
Value $6,221 Shares 30 Est. Cost $123.28 Unrealized +64.6%
USAR USA RARE EARTH INC 0.0%
Value $6,054 Shares 400 Est. Cost $19.05 Unrealized +5.8%
HON HONEYWELL INTL INC 0.0%
Value $5,877 Shares 26 Est. Cost $200.71 Unrealized +12.6%
PFGC PERFORMANCE FOOD GROUP CO 0.0%
Value $5,568 Shares 65 Est. Cost $84.38 Unrealized +11.4%
MSCI MSCI INC 0.0%
Value $5,391 Shares 10 Est. Cost $569.29 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $4,828 Shares 33 Est. Cost $162.07 Unrealized -4.9%
RSKD RISKIFIED LTD 0.0%
Value $4,755 Shares 1,213 Est. Cost $5.47 Unrealized -16.9%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value $4,702 Shares 12 Est. Cost $169.71 Unrealized +121.8%
MICC MAGNUM ICE CREAM CO NV 0.0%
Value $4,485 Shares 300 Est. Cost $16.36 Unrealized +2.8%
FDS FACTSET RESH SYS INC 0.0%
Value $4,340 Shares 20 Est. Cost $247.11 Unrealized 0.0%
METCB RAMACO RES INC 0.0%
Value $3,803 Shares 373 Est. Cost $7.90 Unrealized +65.0%
VTRS VIATRIS INC 0.0%
Value $3,351 Shares 248 Est. Cost $14.08 Unrealized 0.0%
VO VANGUARD INDEX FDS 0.0%
Value $3,159 Shares 11 Est. Cost $263.59 Unrealized
ILMN ILLUMINA INC 0.0%
Value $3,082 Shares 25 Est. Cost $120.44 Unrealized +12.4%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value $3,061 Shares 43 Est. Cost $72.04 Unrealized +14.2%
ENPH ENPHASE ENERGY INC 0.0%
Value $2,836 Shares 75 Est. Cost $79.35 Unrealized -48.0%
PH PARKER-HANNIFIN CORP 0.0%
Value $2,686 Shares 3 Est. Cost $735.10 Unrealized +30.3%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value $2,408 Shares 160 Est. Cost $23.35 Unrealized -30.1%
RJF RAYMOND JAMES FINL INC 0.0%
Value $2,317 Shares 16 Est. Cost $164.67 Unrealized +0.4%
SEDG SOLAREDGE TECHNOLOGIES INC 0.0%
Value $2,298 Shares 45 Est. Cost $15.39 Unrealized +125.8%
A AGILENT TECHNOLOGIES INC 0.0%
Value $2,052 Shares 18 Est. Cost $120.55 Unrealized +11.8%
CPAY CORPAY INC 0.0%
Value $1,746 Shares 6 Est. Cost $327.56 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value $1,745 Shares 27 Est. Cost $66.89 Unrealized +13.3%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value $1,647 Shares 20 Est. Cost $117.53 Unrealized 0.0%
KD KYNDRYL HLDGS INC 0.0%
Value $1,640 Shares 125 Est. Cost $15.59 Unrealized +32.0%
KVUE KENVUE INC 0.0%
Value $1,380 Shares 80 Est. Cost $17.67 Unrealized 0.0%
SDGR SCHRODINGER INC 0.0%
Value $1,193 Shares 105 Est. Cost $14.81 Unrealized 0.0%
PRGO PERRIGO CO PLC 0.0%
Value $1,074 Shares 100 Est. Cost $35.20 Unrealized -58.7%
ALAB ASTERA LABS INC 0.0%
Value $987 Shares 9 Est. Cost $157.63 Unrealized 0.0%
HELP CYBIN INC 0.0%
Value $946 Shares 197 Est. Cost $9.89 Unrealized -28.2%
CELH CELSIUS HLDGS INC 0.0%
Value $923 Shares 26 Est. Cost $50.69 Unrealized 0.0%
CLNE CLEAN ENERGY FUELS CORP 0.0%
Value $893 Shares 360 Est. Cost $5.16 Unrealized -54.3%
STRZ STARZ ENTERTAINMENT CORP. 0.0%
Value $851 Shares 74 Est. Cost $15.84 Unrealized -36.5%
BRO BROWN & BROWN INC 0.0%
Value $587 Shares 9 Est. Cost $97.18 Unrealized -23.7%
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value $381 Shares 5 Est. Cost $47.08 Unrealized +38.5%
GRAL GRAIL INC 0.0%
Value $207 Shares 4 Est. Cost $26.02 Unrealized +262.7%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value $92 Shares 1 Est. Cost $130.36 Unrealized -8.8%
SPWR SUNPOWER INC 0.0%
Value $67 Shares 52 Est. Cost $1.35 Unrealized +21.8%
OPENW OPENDOOR TECHNOLOGIES INC 0.0%
Value $46 Shares 76 Est. Cost $0.91 Unrealized
WPRT WESTPORT FUEL SYSTEMS INC 0.0%
Value $24 Shares 13 Est. Cost $7.73 Unrealized -73.8%
OPENL OPENDOOR TECHNOLOGIES INC 0.0%
Value $19 Shares 76 Est. Cost $0.53 Unrealized
OPENZ OPENDOOR TECHNOLOGIES INC 0.0%
Value $18 Shares 76 Est. Cost $0.41 Unrealized
OLB OLB GROUP INC 0.0%
Value $0 Shares 36,050 Est. Cost $2.73 Unrealized -76.5%