HOEY INVESTMENTS, INC Diversified Active

CIK: 0001799544 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value ($000): $254,550 (94.6% shares, 5.4% debt)

Holdings (323)

AMZN AMAZON COM INC 20.1%
Value ($000) $51,275 Shares 453,763 Est. Cost $125.11 Unrealized +1.0%
MSFT MICROSOFT CORP 12.3%
Value ($000) $31,390 Shares 134,779 Est. Cost $182.68 Unrealized +40.6%
AAPL APPLE INC 12.3%
Value ($000) $31,362 Shares 226,934 Est. Cost $109.68 Unrealized +40.7%
NVDA NVIDIA CORPORATION 3.5%
Value ($000) $8,972 Shares 73,907 Est. Cost $18.95 Unrealized -16.7%
JNJ JOHNSON & JOHNSON 2.8%
Value ($000) $7,052 Shares 43,166 Est. Cost $125.58 Unrealized +21.8%
ENPH ENPHASE ENERGY INC 2.6%
Value ($000) $6,729 Shares 24,253 Est. Cost $182.26 Unrealized +48.0%
BAC BK OF AMERICA CORP 2.6%
Value ($000) $6,525 Shares 216,059 Est. Cost $32.62 Unrealized -6.2%
SPY SPDR S&P 500 ETF TR 2.5%
Value ($000) $6,251 Shares 17,500 Est. Cost $320.12 Unrealized
AMZN AMAZON COM INC 2.0%
Value ($000) $4,983 Shares 44,100 Est. Cost $125.11 Unrealized +1.0%
TQQQ PROSHARES TR 1.8%
Value ($000) $4,609 Shares 238,558 Est. Cost $41.84 Unrealized
WFC WELLS FARGO CO NEW 1.5%
Value ($000) $3,887 Shares 96,650 Est. Cost $40.63 Unrealized -3.1%
COP CONOCOPHILLIPS 1.4%
Value ($000) $3,470 Shares 33,903 Est. Cost $71.39 Unrealized +23.5%
LOW LOWES COS INC 1.3%
Value ($000) $3,347 Shares 17,819 Est. Cost $158.18 Unrealized +15.3%
PANW PALO ALTO NETWORKS INC 1.0%
Value ($000) $2,528 Shares 15,432 Est. Cost $86.87 Unrealized -0.3%
MS MORGAN STANLEY 1.0%
Value ($000) $2,495 Shares 31,577 Est. Cost $73.37 Unrealized +2.6%
GS GOLDMAN SACHS GROUP INC 1.0%
Value ($000) $2,492 Shares 8,505 Est. Cost $294.13 Unrealized +1.0%
GOOGL ALPHABET INC 0.9%
Value ($000) $2,415 Shares 25,248 Est. Cost $112.08 Unrealized -1.8%
V VISA INC 0.8%
Value ($000) $2,142 Shares 12,058 Est. Cost $199.71 Unrealized -0.7%
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $2,120 Shares 16,791 Est. Cost $126.14 Unrealized +3.5%
TMO THERMO FISHER SCIENTIFIC INC 0.8%
Value ($000) $2,114 Shares 4,169 Est. Cost $550.25 Unrealized +0.7%
AMD ADVANCED MICRO DEVICES INC 0.8%
Value ($000) $2,088 Shares 32,959 Est. Cost $107.56 Unrealized -20.8%
EMR EMERSON ELEC CO 0.8%
Value ($000) $1,947 Shares 26,588 Est. Cost $78.87 Unrealized -1.6%
PFE PFIZER INC 0.7%
Value ($000) $1,843 Shares 42,119 Est. Cost $28.44 Unrealized +42.1%
IBB ISHARES TR 0.7%
Value ($000) $1,762 Shares 15,066 Est. Cost $116.97 Unrealized
PEP PEPSICO INC 0.7%
Value ($000) $1,757 Shares 10,762 Est. Cost $118.62 Unrealized +30.2%
BLACKROCK ENHANCED EQUITY DI 0.7%
Value ($000) $1,754 Shares 216,249 Est. Cost $9.45 Unrealized
PYPL PAYPAL HLDGS INC 0.7%
Value ($000) $1,676 Shares 19,477 Est. Cost $117.99 Unrealized -25.0%
LAM RESEARCH CORP 0.6%
Value ($000) $1,648 Shares 4,502 Est. Cost $366.06 Unrealized
SLB SCHLUMBERGER LTD 0.6%
Value ($000) $1,622 Shares 45,177 Est. Cost $33.17 Unrealized +0.7%
MRK MERCK & CO INC 0.6%
Value ($000) $1,604 Shares 18,625 Est. Cost $76.84 Unrealized +4.6%
TSLA TESLA INC 0.6%
Value ($000) $1,587 Shares 5,984 Est. Cost $278.91 Unrealized +0.1%
WMT WALMART INC 0.6%
Value ($000) $1,544 Shares 11,908 Est. Cost $41.97 Unrealized +0.1%
CAT CATERPILLAR INC 0.6%
Value ($000) $1,530 Shares 9,322 Est. Cost $182.26 Unrealized -5.5%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $1,468 Shares 2,906 Est. Cost $488.48 Unrealized +1.4%
OXY OCCIDENTAL PETE CORP 0.6%
Value ($000) $1,441 Shares 23,442 Est. Cost $43.30 Unrealized +40.2%
NOW SERVICENOW INC 0.5%
Value ($000) $1,384 Shares 3,664 Est. Cost $93.59 Unrealized -3.8%
KMI KINDER MORGAN INC DEL 0.5%
Value ($000) $1,369 Shares 82,265 Est. Cost $11.77 Unrealized +25.5%
DE DEERE & CO 0.5%
Value ($000) $1,364 Shares 4,084 Est. Cost $333.20 Unrealized -2.0%
ALL ALLSTATE CORP 0.5%
Value ($000) $1,304 Shares 10,469 Est. Cost $114.27 Unrealized +0.3%
ZTS ZOETIS INC 0.5%
Value ($000) $1,253 Shares 8,450 Est. Cost $161.96 Unrealized -0.3%
DD DUPONT DE NEMOURS INC 0.5%
Value ($000) $1,170 Shares 23,223 Est. Cost $22.55 Unrealized -1.3%
EXPE EXPEDIA GROUP INC 0.5%
Value ($000) $1,164 Shares 12,424 Est. Cost $105.74 Unrealized -4.2%
ROK ROCKWELL AUTOMATION INC 0.4%
Value ($000) $1,119 Shares 5,203 Est. Cost $219.91 Unrealized 0.0%
DOV DOVER CORP 0.4%
Value ($000) $1,118 Shares 9,591 Est. Cost $122.28 Unrealized 0.0%
DHR DANAHER CORPORATION 0.4%
Value ($000) $1,101 Shares 4,263 Est. Cost $240.69 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC 0.4%
Value ($000) $1,079 Shares 3,859 Est. Cost $310.07 Unrealized -0.0%
SNOW SNOWFLAKE INC 0.4%
Value ($000) $1,049 Shares 6,170 Est. Cost $182.29 Unrealized -9.2%
DOW DOW INC 0.4%
Value ($000) $1,045 Shares 23,793 Est. Cost $41.46 Unrealized 0.0%
GM GENERAL MTRS CO 0.4%
Value ($000) $984 Shares 30,678 Est. Cost $35.51 Unrealized -0.2%
CMC COMMERCIAL METALS CO 0.4%
Value ($000) $980 Shares 27,612 Est. Cost $27.99 Unrealized +31.7%
GOOGL ALPHABET INC 0.4%
Value ($000) $956 Shares 10,000 Est. Cost $112.08 Unrealized -1.8%
GNRC GENERAC HLDGS INC 0.4%
Value ($000) $941 Shares 5,282 Est. Cost $229.23 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $893 Shares 2,311 Est. Cost $318.39 Unrealized +19.6%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $778 Shares 5,415 Est. Cost $129.97 Unrealized +2.2%
UDOW PROSHARES TR 0.3%
Value ($000) $772 Shares 20,000 Est. Cost $46.59 Unrealized
SCHV SCHWAB STRATEGIC TR 0.3%
Value ($000) $718 Shares 12,274 Est. Cost $71.32 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $699 Shares 5,883 Est. Cost $105.59 Unrealized +9.5%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $679 Shares 3,000 Est. Cost $145.09 Unrealized +51.0%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $629 Shares 8,019 Est. Cost $76.78 Unrealized +0.4%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $599 Shares 6,864 Est. Cost $50.99 Unrealized +59.6%
HON HONEYWELL INTL INC 0.2%
Value ($000) $579 Shares 3,465 Est. Cost $154.98 Unrealized +4.6%
CVS CVS HEALTH CORP 0.2%
Value ($000) $556 Shares 5,831 Est. Cost $90.26 Unrealized -2.9%
PLUG PLUG POWER INC 0.2%
Value ($000) $540 Shares 25,701 Est. Cost $24.07 Unrealized -0.9%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $495 Shares 1,048 Est. Cost $331.24 Unrealized +50.4%
AVGO BROADCOM INC 0.2%
Value ($000) $491 Shares 1,105 Est. Cost $51.41 Unrealized -6.5%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $491 Shares 6,000 Est. Cost $55.45 Unrealized +51.2%
OILU BANK OF MONTREAL 0.2%
Value ($000) $490 Shares 13,450 Est. Cost $36.43 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $461 Shares 7,547 Est. Cost $73.60 Unrealized -4.7%
DVN DEVON ENERGY CORP NEW 0.2%
Value ($000) $450 Shares 7,490 Est. Cost $54.61 Unrealized -3.1%
TGT TARGET CORP 0.2%
Value ($000) $445 Shares 2,998 Est. Cost $138.38 Unrealized +3.3%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $406 Shares 3,883 Est. Cost $105.83 Unrealized -0.2%
BLACKROCK INC 0.1%
Value ($000) $375 Shares 681 Est. Cost $623.77 Unrealized
TQQQ PROSHARES TR 0.1%
Value ($000) $338 Shares 17,500 Est. Cost $41.84 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $325 Shares 40,000 Est. Cost $9.58 Unrealized -7.2%
QCOM QUALCOMM INC 0.1%
Value ($000) $323 Shares 2,859 Est. Cost $113.65 Unrealized +11.8%
APA APA CORPORATION 0.1%
Value ($000) $308 Shares 9,008 Est. Cost $29.69 Unrealized +7.2%
MRNA MODERNA INC 0.1%
Value ($000) $282 Shares 2,386 Est. Cost $179.05 Unrealized -15.3%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $269 Shares 164 Est. Cost $2332.00 Unrealized -20.7%
HUM HUMANA INC 0.1%
Value ($000) $263 Shares 543 Est. Cost $428.58 Unrealized +9.5%
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $249 Shares 1,500 Est. Cost $151.67 Unrealized 0.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $238 Shares 1,031 Est. Cost $169.07 Unrealized +39.7%
ABT ABBOTT LABS 0.1%
Value ($000) $235 Shares 2,425 Est. Cost $104.16 Unrealized -4.0%
AAPL APPLE INC 0.1%
Value ($000) $235 Shares 1,700 Est. Cost $109.68 Unrealized +40.7%
HD HOME DEPOT INC 0.1%
Value ($000) $233 Shares 845 Est. Cost $254.19 Unrealized +6.5%
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $229 Shares 1,247 Est. Cost $241.99 Unrealized -20.0%
CSCO CISCO SYS INC 0.1%
Value ($000) $228 Shares 5,692 Est. Cost $43.25 Unrealized -7.4%
MRK MERCK & CO INC 0.1%
Value ($000) $215 Shares 2,500 Est. Cost $76.84 Unrealized +4.6%
BLACKROCK ENHANCED INTL DIV 0.1%
Value ($000) $214 Shares 47,876 Est. Cost $4.92 Unrealized
T AT&T INC 0.1%
Value ($000) $202 Shares 13,150 Est. Cost $15.41 Unrealized -2.1%
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $199 Shares 3,570 Est. Cost $91.71 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $199 Shares 2,468 Est. Cost $90.37 Unrealized -10.6%
ABBV ABBVIE INC 0.1%
Value ($000) $195 Shares 1,450 Est. Cost $98.05 Unrealized +29.6%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $193 Shares 5,089 Est. Cost $41.07 Unrealized -12.9%
ZENDESK INC 0.1%
Value ($000) $174 Shares 2,281 Est. Cost $112.74 Unrealized
BLACKROCK HEALTH SCIENCES TR 0.1%
Value ($000) $169 Shares 4,359 Est. Cost $38.77 Unrealized
EOG EOG RES INC 0.1%
Value ($000) $156 Shares 1,400 Est. Cost $97.66 Unrealized 0.0%
BLACKROCK ENHANCED GLOBAL DI 0.1%
Value ($000) $155 Shares 17,641 Est. Cost $8.79 Unrealized
BLACKROCK ENHANCD CAP & INM 0.1%
Value ($000) $153 Shares 9,277 Est. Cost $16.49 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $149 Shares 438 Est. Cost $289.41 Unrealized +17.9%
BLACKROCK UTILS INFRASTRUCTU 0.1%
Value ($000) $148 Shares 7,367 Est. Cost $20.09 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $148 Shares 3,550 Est. Cost $46.22 Unrealized -5.5%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $132 Shares 281 Est. Cost $306.10 Unrealized +47.2%
LEU CENTRUS ENERGY CORP 0.1%
Value ($000) $131 Shares 3,200 Est. Cost $38.46 Unrealized 0.0%
FNCB BANCORP INC 0.0%
Value ($000) $127 Shares 16,929 Est. Cost $5.73 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $124 Shares 1,313 Est. Cost $141.60 Unrealized -26.2%
BLACKROCK MULTI SECTOR INC T 0.0%
Value ($000) $120 Shares 8,449 Est. Cost $14.20 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $114 Shares 811 Est. Cost $155.80 Unrealized -5.2%
BLACKROCK RES & COMMODITIES 0.0%
Value ($000) $110 Shares 12,665 Est. Cost $8.69 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $101 Shares 12,400 Est. Cost $9.58 Unrealized -7.2%
TDS TELEPHONE & DATA SYS INC 0.0%
Value ($000) $99 Shares 7,139 Est. Cost $22.93 Unrealized -30.7%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $97 Shares 800 Est. Cost $18.95 Unrealized -16.7%
MRNA MODERNA INC 0.0%
Value ($000) $95 Shares 800 Est. Cost $179.05 Unrealized -15.3%
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $94 Shares 6,400 Est. Cost $14.58 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $92 Shares 344 Est. Cost $289.70 Unrealized -1.8%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $90 Shares 738 Est. Cost $106.65 Unrealized +17.6%
DELAWARE ENHANCED GLOBAL DIV 0.0%
Value ($000) $89 Shares 12,950 Est. Cost $10.30 Unrealized
PROSHARES TR II 0.0%
Value ($000) $89 Shares 1,660 Est. Cost $53.61 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $88 Shares 2,000 Est. Cost $28.44 Unrealized +42.1%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $84 Shares 2,858 Est. Cost $37.86 Unrealized -11.1%
EATON VANCE RISK-MANAGED DIV 0.0%
Value ($000) $83 Shares 10,000 Est. Cost $9.81 Unrealized
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $78 Shares 500 Est. Cost $167.76 Unrealized 0.0%
BA BOEING CO 0.0%
Value ($000) $73 Shares 600 Est. Cost $191.35 Unrealized -19.8%
SLV ISHARES SILVER TR 0.0%
Value ($000) $73 Shares 4,155 Est. Cost $21.57 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $72 Shares 500 Est. Cost $171.05 Unrealized -2.1%
ABNB AIRBNB INC 0.0%
Value ($000) $72 Shares 687 Est. Cost $131.89 Unrealized -16.0%
NFLX NETFLIX INC 0.0%
Value ($000) $71 Shares 300 Est. Cost $22.21 Unrealized 0.0%
APA APA CORPORATION 0.0%
Value ($000) $68 Shares 2,000 Est. Cost $29.69 Unrealized +7.2%
KKR KKR & CO INC 0.0%
Value ($000) $67 Shares 1,569 Est. Cost $29.50 Unrealized +66.7%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $64 Shares 181 Est. Cost $320.12 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $62 Shares 213 Est. Cost $284.64 Unrealized +1.1%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $62 Shares 475 Est. Cost $115.37 Unrealized +21.3%
BX BLACKSTONE INC 0.0%
Value ($000) $61 Shares 725 Est. Cost $108.42 Unrealized -19.5%
XYZ BLOCK INC 0.0%
Value ($000) $60 Shares 1,100 Est. Cost $124.87 Unrealized -43.3%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $60 Shares 2,000 Est. Cost $32.62 Unrealized -6.2%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $59 Shares 725 Est. Cost $106.08 Unrealized -11.9%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $56 Shares 700 Est. Cost $72.28 Unrealized +2.7%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $56 Shares 865 Est. Cost $73.19 Unrealized -4.6%
TSLA TESLA INC 0.0%
Value ($000) $53 Shares 200 Est. Cost $278.91 Unrealized +0.1%
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $52 Shares 7,500 Est. Cost $10.16 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $52 Shares 600 Est. Cost $117.99 Unrealized -25.0%
GFI GOLD FIELDS LTD 0.0%
Value ($000) $50 Shares 6,200 Est. Cost $8.06 Unrealized
BHP BHP GROUP LTD 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $56.00 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $45 Shares 210 Est. Cost $228.80 Unrealized 0.0%
PPG PPG INDS INC 0.0%
Value ($000) $44 Shares 400 Est. Cost $112.51 Unrealized +2.1%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $44 Shares 156 Est. Cost $337.29 Unrealized -3.6%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $43 Shares 400 Est. Cost $76.96 Unrealized +29.1%
HANCOCK JOHN PREM DIVID FD 0.0%
Value ($000) $43 Shares 3,207 Est. Cost $18.09 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $42 Shares 269 Est. Cost $147.73 Unrealized +8.3%
QLYS QUALYS INC 0.0%
Value ($000) $42 Shares 300 Est. Cost $130.99 Unrealized +7.6%
XYZ BLOCK INC 0.0%
Value ($000) $42 Shares 770 Est. Cost $124.87 Unrealized -43.3%
UNM UNUM GROUP 0.0%
Value ($000) $41 Shares 1,050 Est. Cost $17.78 Unrealized +105.7%
SMR NUSCALE PWR CORP 0.0%
Value ($000) $41 Shares 3,500 Est. Cost $13.14 Unrealized 0.0%
META META PLATFORMS INC 0.0%
Value ($000) $41 Shares 300 Est. Cost $192.45 Unrealized -16.4%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $39 Shares 1,156 Est. Cost $28.78 Unrealized +9.3%
KGC KINROSS GOLD CORP 0.0%
Value ($000) $38 Shares 10,000 Est. Cost $3.40 Unrealized 0.0%
GUILD HLDGS CO 0.0%
Value ($000) $37 Shares 4,008 Est. Cost $15.30 Unrealized
GDYN GRID DYNAMICS HLDGS INC 0.0%
Value ($000) $37 Shares 2,000 Est. Cost $18.95 Unrealized 0.0%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $35 Shares 300 Est. Cost $109.84 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $34 Shares 375 Est. Cost $76.26 Unrealized +10.9%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $34 Shares 1,044 Est. Cost $45.28 Unrealized -24.7%
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $34 Shares 1,787 Est. Cost $34.07 Unrealized -23.2%
GOOG ALPHABET INC 0.0%
Value ($000) $33 Shares 340 Est. Cost $110.83 Unrealized 0.0%
PLD PROLOGIS INC. 0.0%
Value ($000) $33 Shares 325 Est. Cost $74.94 Unrealized +48.7%
GM GENERAL MTRS CO 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $35.51 Unrealized -0.2%
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $31.71 Unrealized 0.0%
SQM SOCIEDAD QUIMICA Y MINERA DE 0.0%
Value ($000) $32 Shares 350 Est. Cost $91.43 Unrealized
OC OWENS CORNING NEW 0.0%
Value ($000) $31 Shares 400 Est. Cost $84.04 Unrealized 0.0%
AOSL ALPHA & OMEGA SEMICONDUCTOR 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $37.00 Unrealized 0.0%
LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $29 Shares 4,000 Est. Cost $6.00 Unrealized
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $29 Shares 1,100 Est. Cost $32.73 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $28 Shares 977 Est. Cost $23.11 Unrealized +30.3%
BARCLAYS BANK PLC 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $32.00 Unrealized
DOL WISDOMTREE TR 0.0%
Value ($000) $28 Shares 740 Est. Cost $37.84 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $27 Shares 200 Est. Cost $171.78 Unrealized -15.6%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $26 Shares 2,200 Est. Cost $13.58 Unrealized -9.3%
INTC INTEL CORP 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $49.34 Unrealized -34.5%
PCH POTLATCHDELTIC CORPORATION 0.0%
Value ($000) $26 Shares 622 Est. Cost $43.41 Unrealized
GUSH DIREXION SHS ETF TR 0.0%
Value ($000) $26 Shares 200 Est. Cost $130.00 Unrealized
SLYV SPDR SER TR 0.0%
Value ($000) $25 Shares 366 Est. Cost $68.31 Unrealized
SPYG SPDR SER TR 0.0%
Value ($000) $25 Shares 492 Est. Cost $50.81 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $25 Shares 400 Est. Cost $58.67 Unrealized +2.1%
NTAP NETAPP INC 0.0%
Value ($000) $25 Shares 400 Est. Cost $42.52 Unrealized +50.9%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $25 Shares 941 Est. Cost $35.87 Unrealized -23.0%
MOS MOSAIC CO NEW 0.0%
Value ($000) $24 Shares 500 Est. Cost $55.77 Unrealized -15.4%
FGD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $22 Shares 1,173 Est. Cost $22.17 Unrealized
RIOT RIOT BLOCKCHAIN INC 0.0%
Value ($000) $21 Shares 3,000 Est. Cost $7.04 Unrealized 0.0%
DRLL EA SERIES TRUST 0.0%
Value ($000) $21 Shares 825 Est. Cost $25.45 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $21 Shares 500 Est. Cost $63.27 Unrealized -33.4%
DNL WISDOMTREE TR 0.0%
Value ($000) $21 Shares 770 Est. Cost $27.27 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $21 Shares 300 Est. Cost $54.83 Unrealized +13.6%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $20 Shares 164 Est. Cost $121.95 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $20 Shares 500 Est. Cost $41.90 Unrealized -6.4%
RODM LATTICE STRATEGIES TR 0.0%
Value ($000) $20 Shares 939 Est. Cost $28.11 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $18 Shares 750 Est. Cost $16.00 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $18 Shares 134 Est. Cost $79.69 Unrealized +67.4%
SNAP SNAP INC 0.0%
Value ($000) $18 Shares 1,860 Est. Cost $11.64 Unrealized 0.0%
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $17 Shares 3,053 Est. Cost $7.00 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $17 Shares 227 Est. Cost $63.97 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $17 Shares 1,500 Est. Cost $18.55 Unrealized -26.7%
COHR COHERENT CORP 0.0%
Value ($000) $17 Shares 500 Est. Cost $47.89 Unrealized 0.0%
PSX PHILLIPS 66 0.0%
Value ($000) $16 Shares 200 Est. Cost $63.10 Unrealized +19.5%
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $16 Shares 120 Est. Cost $173.22 Unrealized -12.2%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $16 Shares 500 Est. Cost $45.28 Unrealized -24.7%
SPYV SPDR SER TR 0.0%
Value ($000) $16 Shares 464 Est. Cost $34.48 Unrealized
STORE CAP CORP 0.0%
Value ($000) $16 Shares 500 Est. Cost $30.08 Unrealized
BLACKROCK LTD DURATION INCOM 0.0%
Value ($000) $16 Shares 1,347 Est. Cost $16.33 Unrealized
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $16 Shares 400 Est. Cost $40.00 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $16 Shares 1,928 Est. Cost $13.33 Unrealized -36.8%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $15 Shares 185 Est. Cost $87.22 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $15 Shares 173 Est. Cost $74.82 Unrealized +4.7%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $14 Shares 223 Est. Cost $53.13 Unrealized -18.7%
PIMCO CORPORATE & INCOME OPP 0.0%
Value ($000) $14 Shares 1,211 Est. Cost $18.99 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $14 Shares 60 Est. Cost $183.83 Unrealized +18.5%
NUVEEN REAL ASSET INCOME & G 0.0%
Value ($000) $14 Shares 1,238 Est. Cost $18.58 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $13 Shares 492 Est. Cost $25.63 Unrealized -3.5%
FTSM FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $13 Shares 213 Est. Cost $61.03 Unrealized
KBH KB HOME 0.0%
Value ($000) $13 Shares 500 Est. Cost $28.42 Unrealized 0.0%
IGSB ISHARES TR 0.0%
Value ($000) $13 Shares 271 Est. Cost $55.35 Unrealized
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $13 Shares 517 Est. Cost $18.17 Unrealized +51.3%
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $12 Shares 60 Est. Cost $297.22 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $12 Shares 65 Est. Cost $248.99 Unrealized
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $12 Shares 55 Est. Cost $25.08 Unrealized 0.0%
CALLON PETE CO DEL 0.0%
Value ($000) $11 Shares 328 Est. Cost $33.54 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $11 Shares 175 Est. Cost $69.39 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $11 Shares 254 Est. Cost $63.92 Unrealized
FISV FISERV INC 0.0%
Value ($000) $11 Shares 118 Est. Cost $100.74 Unrealized +1.2%
HANCOCK JOHN INVS TR 0.0%
Value ($000) $10 Shares 856 Est. Cost $17.52 Unrealized
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $10 Shares 1,500 Est. Cost $10.16 Unrealized 0.0%
FTSL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $10 Shares 226 Est. Cost $48.67 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $10 Shares 311 Est. Cost $32.15 Unrealized
SOCIAL LEVERAGE ACQUISN CORP 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $10.00 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $10 Shares 30 Est. Cost $290.91 Unrealized +5.9%
DIREXION SHS ETF TR 0.0%
Value ($000) $9 Shares 1,300 Est. Cost $6.92 Unrealized
CWB SPDR SER TR 0.0%
Value ($000) $9 Shares 138 Est. Cost $65.22 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $9 Shares 282 Est. Cost $39.01 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $9 Shares 349 Est. Cost $20.50 Unrealized
REGL PROSHARES TR 0.0%
Value ($000) $9 Shares 138 Est. Cost $65.22 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $8 Shares 144 Est. Cost $56.17 Unrealized 0.0%
FISKER INC 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $19.00 Unrealized
LWLG LIGHTWAVE LOGIC INC 0.0%
Value ($000) $8 Shares 1,100 Est. Cost $9.06 Unrealized +3.4%
KAYNE ANDERSON ENERGY INFRST 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $8.00 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $7 Shares 72 Est. Cost $125.00 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $7 Shares 100 Est. Cost $125.59 Unrealized -42.3%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $7 Shares 45 Est. Cost $155.70 Unrealized +3.1%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $7 Shares 639 Est. Cost $18.55 Unrealized -26.7%
PZZA PAPA JOHNS INTL INC 0.0%
Value ($000) $7 Shares 95 Est. Cost $111.95 Unrealized -33.0%
BTU PEABODY ENERGY CORP 0.0%
Value ($000) $7 Shares 300 Est. Cost $16.31 Unrealized +32.4%
CI CIGNA CORP NEW 0.0%
Value ($000) $6 Shares 20 Est. Cost $200.81 Unrealized +31.9%
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $151.40 Unrealized -59.0%
MEXX DIREXION SHS ETF TR 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $6 Shares 107 Est. Cost $57.12 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $6 Shares 35 Est. Cost $186.61 Unrealized -2.0%
MGA MAGNA INTL INC 0.0%
Value ($000) $6 Shares 125 Est. Cost $81.78 Unrealized -37.0%
TEMPLETON EMERGING MKTS FD 0.0%
Value ($000) $6 Shares 610 Est. Cost $16.39 Unrealized
ARCH RESOURCES INC 0.0%
Value ($000) $6 Shares 50 Est. Cost $140.00 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $6 Shares 29 Est. Cost $241.38 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $6 Shares 89 Est. Cost $89.94 Unrealized -30.2%
EIS ISHARES INC 0.0%
Value ($000) $5 Shares 90 Est. Cost $55.56 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $5 Shares 197 Est. Cost $26.93 Unrealized -4.8%
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $5 Shares 83 Est. Cost $68.37 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $5 Shares 56 Est. Cost $104.59 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $5 Shares 24 Est. Cost $206.06 Unrealized -4.8%
TIP ISHARES TR 0.0%
Value ($000) $4 Shares 35 Est. Cost $114.29 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 Shares 102 Est. Cost $49.50 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 Shares 30 Est. Cost $133.33 Unrealized
NANR SPDR INDEX SHS FDS 0.0%
Value ($000) $4 Shares 80 Est. Cost $50.00 Unrealized
NKE NIKE INC 0.0%
Value ($000) $4 Shares 49 Est. Cost $147.50 Unrealized -31.1%
VALE VALE S A 0.0%
Value ($000) $4 Shares 300 Est. Cost $20.00 Unrealized
TWITTER INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
TWST TWIST BIOSCIENCE CORP 0.0%
Value ($000) $4 Shares 100 Est. Cost $102.64 Unrealized -58.6%
ARW ARROW ELECTRS INC 0.0%
Value ($000) $4 Shares 39 Est. Cost $88.50 Unrealized +23.3%
PPL PPL CORP 0.0%
Value ($000) $4 Shares 150 Est. Cost $25.91 Unrealized -1.7%
HPQ HP INC 0.0%
Value ($000) $4 Shares 150 Est. Cost $25.67 Unrealized +5.2%
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $4 Shares 60 Est. Cost $66.67 Unrealized
FLEETCOR TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 25 Est. Cost $160.00 Unrealized
SMDV PROSHARES TR 0.0%
Value ($000) $4 Shares 73 Est. Cost $54.79 Unrealized
GINKGO BIOWORKS HOLDINGS INC 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $2.00 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $41.84 Unrealized -33.3%
OUTSET MED INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $50.00 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $3 Shares 12 Est. Cost $273.03 Unrealized
EDIT EDITAS MEDICINE INC 0.0%
Value ($000) $3 Shares 250 Est. Cost $54.79 Unrealized -71.6%
ARBE ARBE ROBOTICS LTD 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.80 Unrealized -9.0%
MMM 3M CO 0.0%
Value ($000) $2 Shares 15 Est. Cost $124.71 Unrealized -22.7%
TILRAY BRANDS INC 0.0%
Value ($000) $2 Shares 575 Est. Cost $18.06 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $2 Shares 50 Est. Cost $127.35 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $2 Shares 21 Est. Cost $95.24 Unrealized
GANX GAIN THERAPEUTICS INC 0.0%
Value ($000) $2 Shares 500 Est. Cost $3.45 Unrealized +8.9%
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2 Shares 15 Est. Cost $166.67 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $192.45 Unrealized -16.4%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $2 Shares 285 Est. Cost $21.59 Unrealized -51.8%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $2 Shares 41 Est. Cost $68.32 Unrealized -16.7%
CRON CRONOS GROUP INC 0.0%
Value ($000) $1 Shares 263 Est. Cost $10.59 Unrealized -70.9%
RBLX ROBLOX CORP 0.0%
Value ($000) $1 Shares 25 Est. Cost $94.10 Unrealized -56.0%
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
META MATERIALS INC 0.0%
Value ($000) $1 Shares 1,050 Est. Cost $7.62 Unrealized
AMC ENTMT HLDGS INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $55.00 Unrealized
CANOPY GROWTH CORP 0.0%
Value ($000) $1 Shares 303 Est. Cost $33.38 Unrealized
AIM IMMUNOTECH INC 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
WEN WENDYS CO 0.0%
Value ($000) $1 Shares 75 Est. Cost $22.53 Unrealized -10.7%
ALTERYX INC 0.0%
Value ($000) $1 Shares 24 Est. Cost $83.33 Unrealized
IBUY AMPLIFY ETF TR 0.0%
Value ($000) $1 Shares 19 Est. Cost $116.34 Unrealized
SSO PROSHARES TR 0.0%
Value ($000) $1 Shares 24 Est. Cost $117.10 Unrealized
GAP GAP INC 0.0%
Value ($000) $1 Shares 65 Est. Cost $17.32 Unrealized -53.0%
GSK GSK PLC 0.0%
Value ($000) $1 Shares 19 Est. Cost $52.63 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $1 Shares 10 Est. Cost $113.18 Unrealized -8.2%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $40.32 Unrealized -6.9%
OPK OPKO HEALTH INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $2.24 Unrealized +5.6%
HLN HALEON PLC 0.0%
Value ($000) $0 Shares 24 Est. Cost Unrealized
VSCO VICTORIAS SECRET AND CO 0.0%
Value ($000) $0 Shares 15 Est. Cost $60.70 Unrealized -44.5%
AURORA CANNABIS INC 0.0%
Value ($000) $0 Shares 81 Est. Cost $12.35 Unrealized
WAB WABTEC 0.0%
Value ($000) $0 Shares 3 Est. Cost $86.69 Unrealized 0.0%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $0 Shares 42 Est. Cost $23.81 Unrealized
NIO NIO INC 0.0%
Value ($000) $0 Shares 28 Est. Cost $38.97 Unrealized
BTCS BTCS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $6.29 Unrealized -74.9%
BLDP BALLARD PWR SYS INC NEW 0.0%
Value ($000) $0 Shares 80 Est. Cost $18.59 Unrealized -59.8%
STM STMICROELECTRONICS N V 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $10.83 Unrealized -7.5%
SNDL SNDL INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $2.79 Unrealized 0.0%
LIONS GATE ENTMNT CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
LIONS GATE ENTMNT CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
DVY ISHARES TR 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
RITE AID CORP 0.0%
Value ($000) $0 Shares 70 Est. Cost $14.29 Unrealized