Modus Advisors, LLC Diversified Active

CIK: 0001799284 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 3, 2025

Total Value ($000): $319,229 (100.0% shares, 0.0% debt)

Holdings (322)

IAU ISHARES GOLD TRUST 4.9%
Value ($000) $15,723 Shares 317,580 Est. Cost $33.89 Unrealized
QQQM INVESCO NASDAQ 100 ETF 4.5%
Value ($000) $14,227 Shares 67,602 Est. Cost $114.31 Unrealized
AAPL APPLE INC COM 3.8%
Value ($000) $12,026 Shares 48,025 Est. Cost $98.04 Unrealized +139.2%
VTI VANGUARD TOTAL STOCK MARKET ETF 3.3%
Value ($000) $10,585 Shares 36,525 Est. Cost $163.63 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 3.3%
Value ($000) $10,419 Shares 169,851 Est. Cost $41.63 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 3.1%
Value ($000) $9,832 Shares 110,738 Est. Cost $68.97 Unrealized
AMZN AMAZON COM INC COM 2.5%
Value ($000) $8,043 Shares 36,660 Est. Cost $124.01 Unrealized +65.0%
GOOG ALPHABET INC CAP STK CL C 2.4%
Value ($000) $7,524 Shares 39,511 Est. Cost $112.22 Unrealized +56.5%
NVDA NVIDIA CORPORATION COM 2.3%
Value ($000) $7,490 Shares 55,775 Est. Cost $94.78 Unrealized +45.4%
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 2.3%
Value ($000) $7,332 Shares 89,870 Est. Cost $52.49 Unrealized
MSFT MICROSOFT CORP COM 2.2%
Value ($000) $7,000 Shares 16,606 Est. Cost $209.72 Unrealized +101.4%
PANW PALO ALTO NETWORKS INC COM 2.1%
Value ($000) $6,790 Shares 37,315 Est. Cost $133.00 Unrealized +42.0%
COWZ PACER US CASH COWS 100 ETF 2.1%
Value ($000) $6,662 Shares 117,952 Est. Cost $52.58 Unrealized
JPM JPMORGAN CHASE & CO. COM 2.0%
Value ($000) $6,391 Shares 26,662 Est. Cost $97.16 Unrealized +134.7%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 1.9%
Value ($000) $6,218 Shares 58,202 Est. Cost $106.06 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 1.9%
Value ($000) $5,931 Shares 11,602 Est. Cost $235.07 Unrealized
IYJ ISHARES U.S. INDUSTRIALS ETF 1.9%
Value ($000) $5,910 Shares 44,263 Est. Cost $124.66 Unrealized
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 1.8%
Value ($000) $5,843 Shares 44,142 Est. Cost $134.66 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 1.8%
Value ($000) $5,835 Shares 42,411 Est. Cost $107.79 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 1.8%
Value ($000) $5,758 Shares 32,860 Est. Cost $120.31 Unrealized
BX BLACKSTONE INC COM 1.8%
Value ($000) $5,721 Shares 33,183 Est. Cost $59.91 Unrealized +181.7%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 1.8%
Value ($000) $5,701 Shares 69,543 Est. Cost $81.23 Unrealized
CRM SALESFORCE INC COM 1.5%
Value ($000) $4,817 Shares 14,406 Est. Cost $211.18 Unrealized +50.0%
VOO VANGUARD S&P 500 ETF 1.5%
Value ($000) $4,630 Shares 8,594 Est. Cost $353.06 Unrealized
OVV OVINTIV INC COM 1.4%
Value ($000) $4,534 Shares 111,958 Est. Cost $30.97 Unrealized +34.5%
CAT CATERPILLAR INC COM 1.4%
Value ($000) $4,402 Shares 12,136 Est. Cost $176.12 Unrealized +116.8%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 1.4%
Value ($000) $4,371 Shares 45,113 Est. Cost $102.28 Unrealized
ABBV ABBVIE INC COM 1.4%
Value ($000) $4,360 Shares 24,536 Est. Cost $87.10 Unrealized +103.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.3%
Value ($000) $4,280 Shares 9,443 Est. Cost $271.14 Unrealized +70.3%
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 1.3%
Value ($000) $4,241 Shares 174,612 Est. Cost $36.70 Unrealized
UBER UBER TECHNOLOGIES INC COM 1.2%
Value ($000) $3,851 Shares 63,841 Est. Cost $53.18 Unrealized +34.3%
HD HOME DEPOT INC COM 1.1%
Value ($000) $3,596 Shares 9,244 Est. Cost $240.97 Unrealized +64.9%
CALF PACER US SMALL CAP CASH COWS 100 ETF 1.1%
Value ($000) $3,539 Shares 80,412 Est. Cost $47.40 Unrealized
MA MASTERCARD INCORPORATED CL A 1.1%
Value ($000) $3,492 Shares 6,631 Est. Cost $299.20 Unrealized +72.0%
SCHW SCHWAB CHARLES CORP COM 1.1%
Value ($000) $3,423 Shares 46,255 Est. Cost $56.42 Unrealized +30.9%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 1.0%
Value ($000) $3,340 Shares 33,553 Est. Cost $107.83 Unrealized
CVX CHEVRON CORP NEW COM 0.9%
Value ($000) $2,758 Shares 19,043 Est. Cost $129.19 Unrealized +12.6%
MCD MCDONALDS CORP COM 0.9%
Value ($000) $2,724 Shares 9,396 Est. Cost $191.03 Unrealized +51.9%
VST VISTRA CORP COM 0.8%
Value ($000) $2,639 Shares 19,138 Est. Cost $137.88 Unrealized 0.0%
PG PROCTER AND GAMBLE CO COM 0.8%
Value ($000) $2,620 Shares 15,630 Est. Cost $116.57 Unrealized +42.2%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.8%
Value ($000) $2,515 Shares 32,245 Est. Cost $75.23 Unrealized
VB VANGUARD SMALL-CAP ETF 0.8%
Value ($000) $2,460 Shares 10,237 Est. Cost $157.52 Unrealized
KVUE KENVUE INC COM 0.7%
Value ($000) $2,393 Shares 112,095 Est. Cost $20.72 Unrealized +4.6%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.7%
Value ($000) $2,386 Shares 39,562 Est. Cost $59.69 Unrealized +1.0%
META META PLATFORMS INC CL A 0.7%
Value ($000) $2,293 Shares 3,917 Est. Cost $287.10 Unrealized +103.7%
VICI VICI PPTYS INC COM 0.7%
Value ($000) $2,261 Shares 77,412 Est. Cost $29.50 Unrealized 0.0%
ARM ARM HOLDINGS PLC SPONSORED ADS 0.7%
Value ($000) $2,212 Shares 17,935 Est. Cost $125.18 Unrealized
VO VANGUARD MID-CAP ETF 0.7%
Value ($000) $2,121 Shares 8,031 Est. Cost $173.20 Unrealized
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.7%
Value ($000) $2,096 Shares 37,176 Est. Cost $50.71 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.6%
Value ($000) $2,054 Shares 3,505 Est. Cost $332.45 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.6%
Value ($000) $1,981 Shares 24,674 Est. Cost $81.18 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.6%
Value ($000) $1,973 Shares 5,766 Est. Cost $222.30 Unrealized +49.6%
VFC V F CORP COM 0.6%
Value ($000) $1,852 Shares 86,295 Est. Cost $16.77 Unrealized +21.5%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.6%
Value ($000) $1,802 Shares 79,373 Est. Cost $36.77 Unrealized
GLD SPDR GOLD SHARES 0.6%
Value ($000) $1,796 Shares 7,416 Est. Cost $145.34 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.5%
Value ($000) $1,713 Shares 22,651 Est. Cost $30.69 Unrealized +89.8%
COST COSTCO WHSL CORP NEW COM 0.5%
Value ($000) $1,629 Shares 1,777 Est. Cost $539.50 Unrealized +71.0%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.5%
Value ($000) $1,599 Shares 27,802 Est. Cost $58.06 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.5%
Value ($000) $1,596 Shares 58,402 Est. Cost $37.90 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.5%
Value ($000) $1,459 Shares 52,342 Est. Cost $44.77 Unrealized
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $1,398 Shares 19,496 Est. Cost $68.55 Unrealized +9.5%
ABT ABBOTT LABS COM 0.4%
Value ($000) $1,397 Shares 12,353 Est. Cost $77.56 Unrealized +46.1%
EME EMCOR GROUP INC COM 0.4%
Value ($000) $1,253 Shares 2,760 Est. Cost $145.98 Unrealized +223.4%
WMT WALMART INC COM 0.3%
Value ($000) $1,039 Shares 11,496 Est. Cost $58.57 Unrealized +46.5%
GILD GILEAD SCIENCES INC COM 0.3%
Value ($000) $1,014 Shares 10,974 Est. Cost $66.64 Unrealized +30.6%
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $1,007 Shares 1,990 Est. Cost $471.72 Unrealized +17.2%
MPLX MPLX LP COM UNIT REP LTD 0.3%
Value ($000) $938 Shares 19,606 Est. Cost $11.61 Unrealized
TTC TORO CO COM 0.3%
Value ($000) $934 Shares 11,656 Est. Cost $98.77 Unrealized -15.1%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.3%
Value ($000) $809 Shares 41,302 Est. Cost $6.99 Unrealized
AVGO BROADCOM INC COM 0.3%
Value ($000) $798 Shares 3,444 Est. Cost $159.82 Unrealized +14.4%
TGT TARGET CORP COM 0.2%
Value ($000) $727 Shares 5,375 Est. Cost $133.13 Unrealized +2.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.2%
Value ($000) $698 Shares 3,534 Est. Cost $174.64 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.2%
Value ($000) $694 Shares 7,773 Est. Cost $43.60 Unrealized +101.9%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.2%
Value ($000) $691 Shares 14,458 Est. Cost $44.43 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.2%
Value ($000) $682 Shares 24,597 Est. Cost $39.53 Unrealized
TSLA TESLA INC COM 0.2%
Value ($000) $650 Shares 1,610 Est. Cost $228.05 Unrealized +41.1%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.2%
Value ($000) $645 Shares 20,561 Est. Cost $25.98 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value ($000) $618 Shares 1,079 Est. Cost $237.75 Unrealized +129.2%
LLY ELI LILLY & CO COM 0.2%
Value ($000) $618 Shares 800 Est. Cost $779.56 Unrealized +5.3%
IJR ISHARES CORE S&P SMALL CAP ETF 0.2%
Value ($000) $610 Shares 5,292 Est. Cost $110.43 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $603 Shares 12,479 Est. Cost $24.59 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.2%
Value ($000) $584 Shares 11,000 Est. Cost $53.05 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.2%
Value ($000) $572 Shares 7,953 Est. Cost $71.81 Unrealized
CAVA CAVA GROUP INC COM 0.2%
Value ($000) $540 Shares 4,791 Est. Cost $81.56 Unrealized +63.5%
JMEE JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF 0.2%
Value ($000) $531 Shares 8,780 Est. Cost $60.65 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.2%
Value ($000) $513 Shares 2,798 Est. Cost $203.96 Unrealized -2.8%
ACWI ISHARES MSCI ACWI ETF 0.2%
Value ($000) $507 Shares 4,314 Est. Cost $79.32 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.2%
Value ($000) $498 Shares 9,478 Est. Cost $40.33 Unrealized +31.4%
SNPS SYNOPSYS INC COM 0.2%
Value ($000) $495 Shares 1,020 Est. Cost $514.03 Unrealized +1.7%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.1%
Value ($000) $452 Shares 16,971 Est. Cost $26.41 Unrealized
INDA ISHARES MSCI INDIA ETF 0.1%
Value ($000) $425 Shares 8,080 Est. Cost $57.11 Unrealized
PLD PROLOGIS INC. COM 0.1%
Value ($000) $409 Shares 3,868 Est. Cost $104.00 Unrealized +5.9%
PIPR PIPER SANDLER COMPANIES COM 0.1%
Value ($000) $404 Shares 1,348 Est. Cost $311.23 Unrealized 0.0%
FETH FIDELITY ETHEREUM FUND ETF 0.1%
Value ($000) $379 Shares 11,352 Est. Cost $26.18 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.1%
Value ($000) $369 Shares 15,922 Est. Cost $38.28 Unrealized
TECH BIO-TECHNE CORP COM 0.1%
Value ($000) $344 Shares 4,770 Est. Cost $70.89 Unrealized +3.0%
VT VANGUARD TOTAL WORLD STOCK ETF 0.1%
Value ($000) $328 Shares 2,796 Est. Cost $81.01 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.1%
Value ($000) $311 Shares 16,830 Est. Cost $27.24 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $295 Shares 4,200 Est. Cost $52.75 Unrealized
GGG GRACO INC COM 0.1%
Value ($000) $293 Shares 3,475 Est. Cost $47.62 Unrealized +78.9%
MMM 3M CO COM 0.1%
Value ($000) $288 Shares 2,234 Est. Cost $120.15 Unrealized +6.8%
ENTG ENTEGRIS INC COM 0.1%
Value ($000) $277 Shares 2,800 Est. Cost $51.38 Unrealized +104.1%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $270 Shares 2,513 Est. Cost $68.44 Unrealized +64.2%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value ($000) $255 Shares 3,443 Est. Cost $74.02 Unrealized
BRZE BRAZE INC COM CL A 0.1%
Value ($000) $253 Shares 6,031 Est. Cost $36.28 Unrealized 0.0%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.1%
Value ($000) $231 Shares 8,920 Est. Cost $40.45 Unrealized
SNOW SNOWFLAKE INC CL A 0.1%
Value ($000) $221 Shares 1,431 Est. Cost $183.88 Unrealized -23.4%
ULTA ULTA BEAUTY INC COM 0.1%
Value ($000) $201 Shares 461 Est. Cost $240.87 Unrealized +60.8%
DELL DELL TECHNOLOGIES INC CL C 0.1%
Value ($000) $188 Shares 1,633 Est. Cost $123.15 Unrealized 0.0%
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $178 Shares 4,045 Est. Cost $42.83 Unrealized 0.0%
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $173 Shares 1,193 Est. Cost $131.39 Unrealized +13.9%
KKR KKR & CO INC COM 0.1%
Value ($000) $172 Shares 1,160 Est. Cost $145.82 Unrealized 0.0%
SMH VANECK SEMICONDUCTOR ETF 0.1%
Value ($000) $160 Shares 660 Est. Cost $242.17 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $158 Shares 177 Est. Cost $82.31 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $155 Shares 4,734 Est. Cost $46.65 Unrealized -21.9%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $155 Shares 1,389 Est. Cost $103.52 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $141 Shares 1,170 Est. Cost $151.94 Unrealized -5.3%
MRK MERCK & CO INC COM 0.0%
Value ($000) $132 Shares 1,330 Est. Cost $98.70 Unrealized 0.0%
KO COCA COLA CO COM 0.0%
Value ($000) $123 Shares 1,978 Est. Cost $63.09 Unrealized 0.0%
AMGN AMGEN INC COM 0.0%
Value ($000) $116 Shares 445 Est. Cost $277.58 Unrealized +3.0%
YELP YELP INC CL A 0.0%
Value ($000) $112 Shares 2,903 Est. Cost $36.48 Unrealized 0.0%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $111 Shares 723 Est. Cost $159.52 Unrealized 0.0%
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value ($000) $106 Shares 1,000 Est. Cost $105.61 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $95 Shares 249 Est. Cost $326.48 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $93 Shares 6,039 Est. Cost $7.88 Unrealized +64.8%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $90 Shares 316 Est. Cost $276.08 Unrealized 0.0%
PRLB PROTO LABS INC COM 0.0%
Value ($000) $87 Shares 2,233 Est. Cost $35.94 Unrealized 0.0%
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.0%
Value ($000) $87 Shares 2,805 Est. Cost $30.88 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $85 Shares 1,129 Est. Cost $76.48 Unrealized 0.0%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $85 Shares 283 Est. Cost $346.27 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $82 Shares 967 Est. Cost $84.79 Unrealized
AMX AMERICA MOVIL SAB DE CV SPON ADS RP CL B 0.0%
Value ($000) $80 Shares 5,600 Est. Cost $14.31 Unrealized
SEZL SEZZLE INC COM 0.0%
Value ($000) $80 Shares 312 Est. Cost $47.24 Unrealized 0.0%
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $77 Shares 409 Est. Cost $174.14 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $70 Shares 145 Est. Cost $527.20 Unrealized 0.0%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $69 Shares 764 Est. Cost $90.93 Unrealized
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $68 Shares 741 Est. Cost $98.10 Unrealized 0.0%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $64 Shares 600 Est. Cost $97.26 Unrealized 0.0%
PENN PENN ENTERTAINMENT INC COM 0.0%
Value ($000) $63 Shares 3,156 Est. Cost $19.65 Unrealized 0.0%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $61 Shares 482 Est. Cost $119.51 Unrealized 0.0%
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $59 Shares 818 Est. Cost $74.98 Unrealized 0.0%
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $59 Shares 242 Est. Cost $243.17 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $59 Shares 167 Est. Cost $354.74 Unrealized 0.0%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $58 Shares 1,673 Est. Cost $34.59 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $56 Shares 246 Est. Cost $243.95 Unrealized 0.0%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $55 Shares 870 Est. Cost $64.08 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $55 Shares 1,375 Est. Cost $39.40 Unrealized 0.0%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $55 Shares 688 Est. Cost $83.84 Unrealized 0.0%
COR CENCORA INC COM 0.0%
Value ($000) $54 Shares 241 Est. Cost $233.11 Unrealized 0.0%
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.0%
Value ($000) $52 Shares 480 Est. Cost $109.20 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $52 Shares 1,186 Est. Cost $44.04 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $50 Shares 1,309 Est. Cost $40.51 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $49 Shares 634 Est. Cost $75.52 Unrealized 0.0%
BLK BLACKROCK INC COM 0.0%
Value ($000) $48 Shares 47 Est. Cost $991.05 Unrealized 0.0%
S SENTINELONE INC CL A 0.0%
Value ($000) $48 Shares 2,147 Est. Cost $25.52 Unrealized 0.0%
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $46 Shares 1,335 Est. Cost $37.80 Unrealized 0.0%
OKTA OKTA INC CL A 0.0%
Value ($000) $44 Shares 563 Est. Cost $77.52 Unrealized 0.0%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $43 Shares 763 Est. Cost $62.23 Unrealized 0.0%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $43 Shares 671 Est. Cost $63.45 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $41 Shares 313 Est. Cost $132.21 Unrealized
JD JD.COM INC SPON ADS CL A 0.0%
Value ($000) $41 Shares 1,183 Est. Cost $34.67 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $40 Shares 181 Est. Cost $216.31 Unrealized 0.0%
SURMODICS INC COM 0.0%
Value ($000) $40 Shares 1,000 Est. Cost $39.60 Unrealized
RTX RTX CORPORATION COM 0.0%
Value ($000) $39 Shares 339 Est. Cost $118.27 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $38 Shares 82 Est. Cost $492.97 Unrealized 0.0%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $38 Shares 1,391 Est. Cost $28.28 Unrealized 0.0%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $37 Shares 438 Est. Cost $83.88 Unrealized 0.0%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $36 Shares 400 Est. Cost $79.85 Unrealized 0.0%
ZS ZSCALER INC COM 0.0%
Value ($000) $36 Shares 197 Est. Cost $193.56 Unrealized 0.0%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $35 Shares 279 Est. Cost $127.13 Unrealized
F FORD MTR CO COM 0.0%
Value ($000) $34 Shares 3,396 Est. Cost $9.87 Unrealized 0.0%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $33 Shares 1,464 Est. Cost $22.71 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $33 Shares 542 Est. Cost $58.33 Unrealized 0.0%
V VISA INC COM CL A 0.0%
Value ($000) $32 Shares 101 Est. Cost $298.33 Unrealized 0.0%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $32 Shares 54 Est. Cost $588.69 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $32 Shares 75 Est. Cost $413.99 Unrealized 0.0%
AVAV AEROVIRONMENT INC COM 0.0%
Value ($000) $31 Shares 200 Est. Cost $195.72 Unrealized 0.0%
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $31 Shares 157 Est. Cost $194.61 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $30 Shares 432 Est. Cost $66.67 Unrealized 0.0%
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.0%
Value ($000) $30 Shares 1,081 Est. Cost $28.02 Unrealized
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value ($000) $29 Shares 688 Est. Cost $41.87 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $29 Shares 177 Est. Cost $202.36 Unrealized -11.5%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $28 Shares 101 Est. Cost $280.06 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $28 Shares 480 Est. Cost $58.35 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $28 Shares 300 Est. Cost $93.06 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $24.88 Unrealized 0.0%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $27 Shares 430 Est. Cost $63.47 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $27 Shares 323 Est. Cost $103.98 Unrealized -2.6%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $27 Shares 175 Est. Cost $172.73 Unrealized 0.0%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $25 Shares 375 Est. Cost $70.01 Unrealized 0.0%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $23 Shares 390 Est. Cost $55.37 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $23 Shares 182 Est. Cost $105.74 Unrealized +15.7%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $22 Shares 252 Est. Cost $86.71 Unrealized 0.0%
OKLO OKLO INC COM CL A 0.0%
Value ($000) $22 Shares 1,050 Est. Cost $19.38 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $22 Shares 205 Est. Cost $108.79 Unrealized 0.0%
NOW SERVICENOW INC COM 0.0%
Value ($000) $21 Shares 20 Est. Cost $202.58 Unrealized 0.0%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $20 Shares 70 Est. Cost $287.81 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $19 Shares 400 Est. Cost $46.63 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $19 Shares 376 Est. Cost $49.25 Unrealized 0.0%
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.0%
Value ($000) $18 Shares 700 Est. Cost $25.62 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $18 Shares 462 Est. Cost $44.04 Unrealized 0.0%
RS RELIANCE INC COM 0.0%
Value ($000) $18 Shares 65 Est. Cost $296.62 Unrealized 0.0%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value ($000) $17 Shares 721 Est. Cost $24.07 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $17 Shares 275 Est. Cost $62.31 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $16 Shares 99 Est. Cost $170.91 Unrealized 0.0%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $16 Shares 204 Est. Cost $77.08 Unrealized
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 0.0%
Value ($000) $15 Shares 130 Est. Cost $115.18 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $15 Shares 78 Est. Cost $190.88 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $14 Shares 62 Est. Cost $232.52 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $14 Shares 200 Est. Cost $65.38 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $14 Shares 34 Est. Cost $463.53 Unrealized 0.0%
DJT TRUMP MEDIA & TECHNOLOGY GROUP COM 0.0%
Value ($000) $14 Shares 400 Est. Cost $31.79 Unrealized 0.0%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $13 Shares 50 Est. Cost $281.95 Unrealized 0.0%
FUTY FIDELITY MSCI UTILITIES INDEX ETF 0.0%
Value ($000) $13 Shares 268 Est. Cost $48.77 Unrealized
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $13 Shares 22 Est. Cost $716.72 Unrealized 0.0%
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 0.0%
Value ($000) $12 Shares 416 Est. Cost $29.70 Unrealized
PSQH PSQ HOLDINGS INC CL A 0.0%
Value ($000) $11 Shares 2,500 Est. Cost $3.14 Unrealized 0.0%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $11 Shares 207 Est. Cost $51.75 Unrealized 0.0%
AAOI APPLIED OPTOELECTRONICS INC COM 0.0%
Value ($000) $11 Shares 290 Est. Cost $26.91 Unrealized 0.0%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $11 Shares 47 Est. Cost $203.59 Unrealized 0.0%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $10 Shares 320 Est. Cost $32.00 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $10 Shares 76 Est. Cost $131.76 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $10 Shares 66 Est. Cost $145.35 Unrealized
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $9 Shares 831 Est. Cost $11.38 Unrealized
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.0%
Value ($000) $9 Shares 370 Est. Cost $25.05 Unrealized
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $9 Shares 278 Est. Cost $33.34 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $9 Shares 39 Est. Cost $218.15 Unrealized 0.0%
PFE PFIZER INC COM 0.0%
Value ($000) $9 Shares 333 Est. Cost $25.12 Unrealized 0.0%
CCJ CAMECO CORP COM 0.0%
Value ($000) $9 Shares 170 Est. Cost $54.31 Unrealized 0.0%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $8 Shares 277 Est. Cost $29.56 Unrealized
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $8 Shares 313 Est. Cost $25.83 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $8 Shares 27 Est. Cost $283.58 Unrealized 0.0%
MET METLIFE INC COM 0.0%
Value ($000) $8 Shares 95 Est. Cost $80.65 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $8 Shares 35 Est. Cost $221.86 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $8 Shares 33 Est. Cost $245.53 Unrealized 0.0%
SMR NUSCALE PWR CORP CL A COM 0.0%
Value ($000) $8 Shares 425 Est. Cost $20.63 Unrealized 0.0%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $7 Shares 89 Est. Cost $84.13 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $7 Shares 7 Est. Cost $1116.02 Unrealized 0.0%
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF 0.0%
Value ($000) $7 Shares 315 Est. Cost $22.96 Unrealized
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $7 Shares 177 Est. Cost $40.69 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $7 Shares 60 Est. Cost $140.88 Unrealized 0.0%
XYZ BLOCK INC CL A 0.0%
Value ($000) $7 Shares 77 Est. Cost $82.04 Unrealized 0.0%
IHE ISHARES U.S. PHARMACEUTICALS ETF 0.0%
Value ($000) $7 Shares 99 Est. Cost $65.72 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $6 Shares 136 Est. Cost $46.35 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $6 Shares 23 Est. Cost $271.56 Unrealized 0.0%
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $6 Shares 107 Est. Cost $59.14 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $6 Shares 12 Est. Cost $520.85 Unrealized 0.0%
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $6 Shares 60 Est. Cost $106.04 Unrealized 0.0%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $6 Shares 45 Est. Cost $134.70 Unrealized 0.0%
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $6 Shares 295 Est. Cost $20.01 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $6 Shares 11 Est. Cost $547.53 Unrealized 0.0%
HEI HEICO CORP NEW COM 0.0%
Value ($000) $6 Shares 24 Est. Cost $259.07 Unrealized 0.0%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $6 Shares 35 Est. Cost $176.35 Unrealized 0.0%
CG CARLYLE GROUP INC COM 0.0%
Value ($000) $5 Shares 108 Est. Cost $48.88 Unrealized 0.0%
QAI NYLI HEDGE MULTI-STRATEGY TRACKER ETF 0.0%
Value ($000) $5 Shares 165 Est. Cost $31.41 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $5 Shares 28 Est. Cost $169.29 Unrealized
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 8 Est. Cost $604.28 Unrealized 0.0%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $5 Shares 120 Est. Cost $39.99 Unrealized 0.0%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $4 Shares 17 Est. Cost $244.13 Unrealized 0.0%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $4 Shares 120 Est. Cost $34.33 Unrealized
GLOB GLOBANT S A COM 0.0%
Value ($000) $4 Shares 19 Est. Cost $218.18 Unrealized 0.0%
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $4 Shares 180 Est. Cost $17.53 Unrealized 0.0%
FAST FASTENAL CO COM 0.0%
Value ($000) $4 Shares 54 Est. Cost $38.15 Unrealized 0.0%
ABR ARBOR REALTY TRUST INC COM 0.0%
Value ($000) $4 Shares 276 Est. Cost $13.87 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $4 Shares 18 Est. Cost $216.79 Unrealized 0.0%
INTC INTEL CORP COM 0.0%
Value ($000) $4 Shares 187 Est. Cost $22.54 Unrealized 0.0%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $4 Shares 135 Est. Cost $26.07 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $3 Shares 84 Est. Cost $47.80 Unrealized 0.0%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $3 Shares 7 Est. Cost $503.12 Unrealized 0.0%
ETH GRAYSCALE ETHEREUM MINI TRUST ETF 0.0%
Value ($000) $3 Shares 108 Est. Cost $31.49 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $3 Shares 15 Est. Cost $231.32 Unrealized 0.0%
ROL ROLLINS INC COM 0.0%
Value ($000) $3 Shares 71 Est. Cost $48.31 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $3 Shares 17 Est. Cost $162.62 Unrealized 0.0%
ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 0.0%
Value ($000) $3 Shares 55 Est. Cost $56.25 Unrealized
RBA RB GLOBAL INC COM 0.0%
Value ($000) $3 Shares 34 Est. Cost $89.47 Unrealized 0.0%
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $79.35 Unrealized 0.0%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $93.94 Unrealized 0.0%
BA BOEING CO COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $190.12 Unrealized -17.5%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $3 Shares 16 Est. Cost $159.50 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $2 Shares 43 Est. Cost $58.02 Unrealized
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $276.10 Unrealized 0.0%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $2 Shares 31 Est. Cost $75.68 Unrealized
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $2 Shares 228 Est. Cost $12.05 Unrealized 0.0%
ENSG ENSIGN GROUP INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $144.99 Unrealized 0.0%
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $339.14 Unrealized 0.0%
NEUEHEALTH INC COM NEW 0.0%
Value ($000) $2 Shares 261 Est. Cost $7.42 Unrealized
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 0.0%
Value ($000) $2 Shares 20 Est. Cost $89.95 Unrealized
RACE FERRARI N V COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $451.22 Unrealized 0.0%
IWMY DEFIANCE R2000 ENHANCED OPTIONS & 0DTE INCOME ETF 0.0%
Value ($000) $1 Shares 50 Est. Cost $29.86 Unrealized
PATH UIPATH INC CL A 0.0%
Value ($000) $1 Shares 100 Est. Cost $13.22 Unrealized 0.0%
DBP INVESCO DB PRECIOUS METALS FUND 0.0%
Value ($000) $1 Shares 20 Est. Cost $60.75 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $1 Shares 35 Est. Cost $29.11 Unrealized 0.0%
SCILEX HOLDING CO COM 0.0%
Value ($000) $1 Shares 2,778 Est. Cost $0.43 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $1 Shares 6 Est. Cost $195.83 Unrealized
ROG ROGERS CORP COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $104.22 Unrealized 0.0%
BKD BROOKDALE SR LIVING INC COM 0.0%
Value ($000) $1 Shares 192 Est. Cost $5.72 Unrealized 0.0%
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $93.37 Unrealized 0.0%
CROX CROCS INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $116.36 Unrealized 0.0%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $1 Shares 23 Est. Cost $26.35 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $50.69 Unrealized 0.0%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $1 Shares 3 Est. Cost $170.93 Unrealized 0.0%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $1 Shares 14 Est. Cost $39.68 Unrealized 0.0%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $0 Shares 35 Est. Cost $11.51 Unrealized 0.0%
CZR CAESARS ENTERTAINMENT INC NEW COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $39.59 Unrealized 0.0%
VTYX VENTYX BIOSCIENCES INC COM 0.0%
Value ($000) $0 Shares 150 Est. Cost $2.27 Unrealized 0.0%
AMC AMC ENTMT HLDGS INC CL A NEW 0.0%
Value ($000) $0 Shares 64 Est. Cost $4.39 Unrealized 0.0%
ADNT ADIENT PLC ORD SHS 0.0%
Value ($000) $0 Shares 14 Est. Cost $19.98 Unrealized 0.0%
TWLO TWILIO INC CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $91.39 Unrealized 0.0%
TRMB TRIMBLE INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $67.99 Unrealized 0.0%
IRDM IRIDIUM COMMUNICATIONS INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $29.74 Unrealized 0.0%
ETSY ETSY INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $53.32 Unrealized 0.0%
LICYQ LI-CYCLE HOLDINGS CORP COM NEW 0.0%
Value ($000) $0 Shares 43 Est. Cost $1.79 Unrealized
YOLO ADVISORSHARES PURE CANNABIS ETF 0.0%
Value ($000) $0 Shares 20 Est. Cost $2.40 Unrealized
CGEN COMPUGEN LTD ORD 0.0%
Value ($000) $0 Shares 28 Est. Cost $1.63 Unrealized 0.0%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $0 Shares 5 Est. Cost $8.34 Unrealized 0.0%
BIONANO GENOMICS INC COM NEW 0.0%
Value ($000) $0 Shares 122 Est. Cost $0.29 Unrealized
MATTERPORT INC COM CL A 0.0%
Value ($000) $0 Shares 6 Est. Cost $4.67 Unrealized
CCLD CARECLOUD INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $2.97 Unrealized 0.0%
EKSO BIONICS HLDGS INC COM 0.0%
Value ($000) $0 Shares 21 Est. Cost $0.62 Unrealized
ELECTRA BATTERY MATERIALS CORP COM NEW 0.0%
Value ($000) $0 Shares 22 Est. Cost $0.45 Unrealized
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $2.18 Unrealized 0.0%
NIKOLA CORP COM NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $1.33 Unrealized