HOEY INVESTMENTS, INC Diversified Active

CIK: 0001799544 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 10, 2024

Total Value ($000): $456,389 (98.3% shares, 1.7% debt)

Holdings (347)

NVDA NVIDIA CORPORATION 25.1%
Value ($000) $114,483 Shares 126,702 Est. Cost $29.08 Unrealized +149.1%
AMZN AMAZON COM INC 21.3%
Value ($000) $97,035 Shares 537,945 Est. Cost $127.90 Unrealized +30.5%
MSFT MICROSOFT CORP 12.9%
Value ($000) $58,690 Shares 139,498 Est. Cost $197.24 Unrealized +102.4%
META META PLATFORMS INC 10.8%
Value ($000) $49,146 Shares 101,211 Est. Cost $345.35 Unrealized +28.3%
AAPL APPLE INC 3.2%
Value ($000) $14,804 Shares 86,330 Est. Cost $114.30 Unrealized +57.7%
PANW PALO ALTO NETWORKS INC 2.0%
Value ($000) $9,196 Shares 32,366 Est. Cost $119.93 Unrealized +31.5%
WFC WELLS FARGO CO NEW 1.6%
Value ($000) $7,344 Shares 126,710 Est. Cost $41.26 Unrealized +21.5%
AMD ADVANCED MICRO DEVICES INC 1.4%
Value ($000) $6,375 Shares 35,321 Est. Cost $105.36 Unrealized +65.9%
BAC BANK AMERICA CORP 1.3%
Value ($000) $5,981 Shares 157,718 Est. Cost $31.31 Unrealized +4.8%
UBER UBER TECHNOLOGIES INC 1.2%
Value ($000) $5,501 Shares 71,449 Est. Cost $38.87 Unrealized +84.7%
GE GENERAL ELECTRIC CO 1.2%
Value ($000) $5,415 Shares 30,849 Est. Cost $91.92 Unrealized +26.6%
AVGO BROADCOM INC 1.0%
Value ($000) $4,716 Shares 3,558 Est. Cost $94.47 Unrealized +28.3%
JPM JPMORGAN CHASE & CO 1.0%
Value ($000) $4,482 Shares 22,378 Est. Cost $137.65 Unrealized +26.1%
ARM ARM HOLDINGS PLC 0.9%
Value ($000) $4,289 Shares 34,314 Est. Cost $117.24 Unrealized
LOW LOWES COS INC 0.8%
Value ($000) $3,666 Shares 14,391 Est. Cost $167.38 Unrealized +32.7%
AMZN AMAZON COM INC 0.7%
Value ($000) $3,175 Shares 17,600 Est. Cost $127.90 Unrealized +30.5%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $2,663 Shares 16,835 Est. Cost $125.58 Unrealized +19.6%
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $2,620 Shares 2,900 Est. Cost $29.08 Unrealized +149.1%
NOW SERVICENOW INC 0.6%
Value ($000) $2,558 Shares 3,355 Est. Cost $106.38 Unrealized +42.4%
AMGN AMGEN INC 0.5%
Value ($000) $2,275 Shares 8,000 Est. Cost $250.74 Unrealized +10.1%
MRK MERCK & CO INC 0.5%
Value ($000) $2,244 Shares 17,004 Est. Cost $81.29 Unrealized +42.4%
MS MORGAN STANLEY 0.4%
Value ($000) $1,915 Shares 20,335 Est. Cost $74.84 Unrealized +11.2%
SOXL DIREXION SHS ETF TR 0.4%
Value ($000) $1,768 Shares 38,000 Est. Cost $14.88 Unrealized
WMT WALMART INC 0.4%
Value ($000) $1,611 Shares 26,778 Est. Cost $52.09 Unrealized +7.6%
HCA HCA HEALTHCARE INC 0.3%
Value ($000) $1,544 Shares 4,628 Est. Cost $242.81 Unrealized +24.0%
EMR EMERSON ELEC CO 0.3%
Value ($000) $1,519 Shares 13,397 Est. Cost $80.88 Unrealized +22.9%
META META PLATFORMS INC 0.3%
Value ($000) $1,457 Shares 3,000 Est. Cost $345.35 Unrealized +28.3%
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $1,409 Shares 25,709 Est. Cost $33.17 Unrealized +44.2%
CMC COMMERCIAL METALS CO 0.3%
Value ($000) $1,379 Shares 23,472 Est. Cost $31.13 Unrealized +65.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,235 Shares 2,938 Est. Cost $360.55 Unrealized +9.1%
CRWD CROWDSTRIKE HLDGS INC 0.3%
Value ($000) $1,158 Shares 3,612 Est. Cost $220.96 Unrealized +38.6%
PEP PEPSICO INC 0.2%
Value ($000) $1,021 Shares 5,836 Est. Cost $118.62 Unrealized +32.6%
ADBE ADOBE INC 0.2%
Value ($000) $981 Shares 1,944 Est. Cost $569.26 Unrealized +0.7%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $980 Shares 53,425 Est. Cost $11.87 Unrealized +34.6%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $930 Shares 1,880 Est. Cost $479.10 Unrealized +2.1%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $877 Shares 5,561 Est. Cost $136.62 Unrealized +1.8%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $842 Shares 1,851 Est. Cost $328.81 Unrealized +26.5%
MRVL MARVELL TECHNOLOGY INC 0.2%
Value ($000) $826 Shares 11,655 Est. Cost $58.21 Unrealized +16.9%
SCHV SCHWAB STRATEGIC TR 0.2%
Value ($000) $814 Shares 10,719 Est. Cost $71.03 Unrealized
GM GENERAL MTRS CO 0.2%
Value ($000) $774 Shares 17,059 Est. Cost $34.39 Unrealized +10.5%
LULU LULULEMON ATHLETICA INC 0.2%
Value ($000) $738 Shares 1,890 Est. Cost $310.07 Unrealized +49.1%
ROK ROCKWELL AUTOMATION INC 0.2%
Value ($000) $736 Shares 2,528 Est. Cost $219.91 Unrealized +26.8%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $723 Shares 1,505 Est. Cost $436.75 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $721 Shares 3,515 Est. Cost $163.73 Unrealized +10.4%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $701 Shares 1,678 Est. Cost $369.57 Unrealized +0.7%
TSLA TESLA INC 0.2%
Value ($000) $698 Shares 3,973 Est. Cost $246.76 Unrealized -20.8%
DD DUPONT DE NEMOURS INC 0.2%
Value ($000) $698 Shares 9,109 Est. Cost $22.55 Unrealized +26.5%
ZTS ZOETIS INC 0.1%
Value ($000) $683 Shares 4,038 Est. Cost $161.96 Unrealized +13.2%
BLACKROCK ENHANCED EQUITY DI 0.1%
Value ($000) $681 Shares 82,568 Est. Cost $9.03 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $667 Shares 1,147 Est. Cost $550.25 Unrealized +1.4%
HD HOME DEPOT INC 0.1%
Value ($000) $653 Shares 1,701 Est. Cost $323.31 Unrealized +7.8%
AMZU DIREXION SHS ETF TR 0.1%
Value ($000) $636 Shares 18,682 Est. Cost $20.72 Unrealized
NVDL GRANITESHARES ETF TR 0.1%
Value ($000) $617 Shares 14,873 Est. Cost $50.76 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $614 Shares 3,372 Est. Cost $124.99 Unrealized +29.6%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $605 Shares 3,314 Est. Cost $170.41 Unrealized
ENPH ENPHASE ENERGY INC 0.1%
Value ($000) $583 Shares 4,815 Est. Cost $185.90 Unrealized -37.2%
EEM ISHARES TR 0.1%
Value ($000) $574 Shares 13,978 Est. Cost $38.51 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $565 Shares 5,795 Est. Cost $62.27 Unrealized +39.4%
LYFT LYFT INC 0.1%
Value ($000) $526 Shares 27,200 Est. Cost $15.33 Unrealized 0.0%
ALL ALLSTATE CORP 0.1%
Value ($000) $514 Shares 2,973 Est. Cost $114.27 Unrealized +33.0%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $499 Shares 2,000 Est. Cost $145.09 Unrealized +61.5%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $498 Shares 4,286 Est. Cost $50.99 Unrealized +92.4%
DOW DOW INC 0.1%
Value ($000) $457 Shares 7,894 Est. Cost $41.46 Unrealized +18.1%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $402 Shares 2,469 Est. Cost $147.81 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $350 Shares 478 Est. Cost $338.64 Unrealized +108.7%
DHR DANAHER CORPORATION 0.1%
Value ($000) $339 Shares 1,357 Est. Cost $240.69 Unrealized +0.3%
PFE PFIZER INC 0.1%
Value ($000) $334 Shares 12,053 Est. Cost $28.44 Unrealized -13.3%
CVS CVS HEALTH CORP 0.1%
Value ($000) $327 Shares 4,100 Est. Cost $68.18 Unrealized +3.9%
CAT CATERPILLAR INC 0.1%
Value ($000) $327 Shares 892 Est. Cost $197.72 Unrealized +57.3%
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $310 Shares 3,345 Est. Cost $87.98 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $308 Shares 3,535 Est. Cost $80.67 Unrealized -0.0%
HUM HUMANA INC 0.1%
Value ($000) $307 Shares 886 Est. Cost $469.47 Unrealized -21.3%
MCD MCDONALDS CORP 0.1%
Value ($000) $301 Shares 1,068 Est. Cost $172.18 Unrealized +61.5%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $281 Shares 6,691 Est. Cost $36.10 Unrealized -0.5%
QCOM QUALCOMM INC 0.1%
Value ($000) $272 Shares 1,608 Est. Cost $113.29 Unrealized +31.1%
SUPER MICRO COMPUTER INC 0.1%
Value ($000) $263 Shares 260 Est. Cost $1010.03 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $243 Shares 400 Est. Cost $36.57 Unrealized +54.2%
BLACKROCK ENHANCED INTL DIV 0.1%
Value ($000) $241 Shares 43,643 Est. Cost $5.36 Unrealized
BLACKROCK INC 0.0%
Value ($000) $209 Shares 251 Est. Cost $626.09 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $199 Shares 1,044 Est. Cost $105.59 Unrealized +63.4%
TGT TARGET CORP 0.0%
Value ($000) $193 Shares 1,090 Est. Cost $138.63 Unrealized +2.4%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $192 Shares 1,447 Est. Cost $131.97 Unrealized +3.0%
SLV ISHARES SILVER TR 0.0%
Value ($000) $190 Shares 8,331 Est. Cost $22.13 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $181 Shares 1,478 Est. Cost $122.67 Unrealized -16.5%
DE DEERE & CO 0.0%
Value ($000) $172 Shares 419 Est. Cost $336.32 Unrealized +10.8%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $161 Shares 7,000 Est. Cost $21.31 Unrealized 0.0%
ALAB ASTERA LABS INC 0.0%
Value ($000) $160 Shares 2,150 Est. Cost $74.10 Unrealized 0.0%
APP APPLOVIN CORP 0.0%
Value ($000) $159 Shares 2,300 Est. Cost $20.66 Unrealized +156.3%
KKR KKR & CO INC 0.0%
Value ($000) $158 Shares 1,569 Est. Cost $29.50 Unrealized +208.4%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $149 Shares 312 Est. Cost $349.32 Unrealized +27.6%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $146 Shares 2,278 Est. Cost $75.83 Unrealized -26.9%
EFG ISHARES TR 0.0%
Value ($000) $142 Shares 1,370 Est. Cost $96.85 Unrealized
UPRO PROSHARES TR 0.0%
Value ($000) $141 Shares 2,000 Est. Cost $32.77 Unrealized
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $136 Shares 80 Est. Cost $23.63 Unrealized +285.9%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $132 Shares 3,050 Est. Cost $38.35 Unrealized +6.0%
TQQQ PROSHARES TR 0.0%
Value ($000) $123 Shares 2,000 Est. Cost $22.59 Unrealized
INVESTMENT MANAGERS SER TR I 0.0%
Value ($000) $121 Shares 4,500 Est. Cost $31.82 Unrealized
GFI GOLD FIELDS LTD 0.0%
Value ($000) $106 Shares 6,700 Est. Cost $8.24 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $105 Shares 2,099 Est. Cost $54.61 Unrealized -23.5%
PROSHARES TR 0.0%
Value ($000) $105 Shares 10,000 Est. Cost $13.36 Unrealized
FNCB BANCORP INC 0.0%
Value ($000) $103 Shares 16,929 Est. Cost $5.73 Unrealized
SUPER MICRO COMPUTER INC 0.0%
Value ($000) $101 Shares 100 Est. Cost $1010.03 Unrealized
BA BOEING CO 0.0%
Value ($000) $96 Shares 500 Est. Cost $211.19 Unrealized -2.7%
CSCO CISCO SYS INC 0.0%
Value ($000) $94 Shares 1,888 Est. Cost $43.25 Unrealized +9.2%
APA APA CORPORATION 0.0%
Value ($000) $90 Shares 2,605 Est. Cost $29.69 Unrealized -1.3%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $83 Shares 312 Est. Cost $60.17 Unrealized +199.1%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $80 Shares 386 Est. Cost $116.44 Unrealized +54.9%
BDN BRANDYWINE RLTY TR 0.0%
Value ($000) $79 Shares 16,386 Est. Cost $4.89 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $78 Shares 100 Est. Cost $702.49 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $76 Shares 145 Est. Cost $342.21 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $73 Shares 20 Est. Cost $3508.24 Unrealized 0.0%
COHR COHERENT CORP 0.0%
Value ($000) $70 Shares 1,150 Est. Cost $42.39 Unrealized +29.3%
BHP BHP GROUP LTD 0.0%
Value ($000) $69 Shares 1,200 Est. Cost $58.12 Unrealized
KGC KINROSS GOLD CORP 0.0%
Value ($000) $69 Shares 11,250 Est. Cost $3.46 Unrealized +57.2%
GLD SPDR GOLD TR 0.0%
Value ($000) $66 Shares 320 Est. Cost $182.14 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $61 Shares 1,300 Est. Cost $32.49 Unrealized +37.0%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $59 Shares 375 Est. Cost $76.26 Unrealized +74.7%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $58 Shares 360 Est. Cost $151.67 Unrealized +6.0%
PPG PPG INDS INC 0.0%
Value ($000) $58 Shares 400 Est. Cost $112.51 Unrealized +20.8%
UNM UNUM GROUP 0.0%
Value ($000) $56 Shares 1,050 Est. Cost $17.78 Unrealized +174.2%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $56 Shares 562 Est. Cost $73.14 Unrealized +11.4%
FAS DIREXION SHS ETF TR 0.0%
Value ($000) $56 Shares 500 Est. Cost $59.30 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $55 Shares 1,247 Est. Cost $38.37 Unrealized +14.8%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $55 Shares 480 Est. Cost $90.57 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $54 Shares 400 Est. Cost $87.28 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $52 Shares 1,457 Est. Cost $24.58 Unrealized +29.9%
CMI CUMMINS INC 0.0%
Value ($000) $50 Shares 170 Est. Cost $218.17 Unrealized +13.5%
QLYS QUALYS INC 0.0%
Value ($000) $50 Shares 300 Est. Cost $130.99 Unrealized +34.8%
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $50 Shares 400 Est. Cost $117.24 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $49 Shares 50 Est. Cost $971.58 Unrealized
TDS TELEPHONE & DATA SYS INC 0.0%
Value ($000) $48 Shares 2,980 Est. Cost $22.93 Unrealized -25.6%
CRM SALESFORCE INC 0.0%
Value ($000) $45 Shares 150 Est. Cost $201.68 Unrealized +41.4%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $42 Shares 345 Est. Cost $115.37 Unrealized +2.1%
ESLT ELBIT SYS LTD 0.0%
Value ($000) $42 Shares 200 Est. Cost $200.73 Unrealized +2.1%
NTAP NETAPP INC 0.0%
Value ($000) $42 Shares 400 Est. Cost $42.52 Unrealized +109.9%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $41 Shares 210 Est. Cost $228.80 Unrealized -18.7%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $41 Shares 1,467 Est. Cost $24.52 Unrealized -2.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $39 Shares 539 Est. Cost $70.22 Unrealized -8.5%
VLTO VERALTO CORP 0.0%
Value ($000) $39 Shares 435 Est. Cost $73.75 Unrealized +11.5%
HANCOCK JOHN PREM DIVID FD 0.0%
Value ($000) $37 Shares 3,207 Est. Cost $18.09 Unrealized
CAVA CAVA GROUP INC 0.0%
Value ($000) $37 Shares 525 Est. Cost $43.64 Unrealized +22.8%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $36 Shares 142 Est. Cost $155.80 Unrealized +52.6%
MORPHIC HLDG INC 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $28.88 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $34 Shares 300 Est. Cost $104.16 Unrealized +6.4%
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $34 Shares 913 Est. Cost $39.91 Unrealized 0.0%
EATON VANCE RISK-MANAGED DIV 0.0%
Value ($000) $33 Shares 4,000 Est. Cost $9.81 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $33 Shares 200 Est. Cost $64.71 Unrealized +108.6%
CALLON PETE CO DEL 0.0%
Value ($000) $31 Shares 853 Est. Cost $34.21 Unrealized
PCH POTLATCHDELTIC CORPORATION 0.0%
Value ($000) $29 Shares 622 Est. Cost $43.41 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $29 Shares 176 Est. Cost $131.89 Unrealized +14.8%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $28 Shares 100 Est. Cost $119.93 Unrealized +31.5%
SNY SANOFI 0.0%
Value ($000) $28 Shares 572 Est. Cost $50.32 Unrealized
DFEN DIREXION SHS ETF TR 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $19.91 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $26 Shares 200 Est. Cost $74.94 Unrealized +63.2%
XYZ BLOCK INC 0.0%
Value ($000) $26 Shares 305 Est. Cost $86.33 Unrealized -16.2%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $25 Shares 1,100 Est. Cost $21.31 Unrealized 0.0%
LABU DIREXION SHS ETF TR 0.0%
Value ($000) $25 Shares 190 Est. Cost $121.97 Unrealized
CRVO CERVOMED INC 0.0%
Value ($000) $25 Shares 1,080 Est. Cost $5.04 Unrealized +165.0%
CPER UNITED STS COMMODITY INDEX F 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $23.02 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $25 Shares 7,260 Est. Cost $24.07 Unrealized -84.6%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $24 Shares 520 Est. Cost $38.01 Unrealized +3.7%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $24 Shares 50 Est. Cost $337.29 Unrealized +34.2%
AOSL ALPHA & OMEGA SEMICONDUCTOR 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $37.00 Unrealized -34.7%
FISV FISERV INC 0.0%
Value ($000) $22 Shares 137 Est. Cost $104.99 Unrealized +38.7%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $22 Shares 750 Est. Cost $16.00 Unrealized
BTU PEABODY ENERGY CORP 0.0%
Value ($000) $22 Shares 900 Est. Cost $22.38 Unrealized +9.4%
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $22 Shares 3,053 Est. Cost $7.00 Unrealized
GOOGL ALPHABET INC 0.0%
Value ($000) $21 Shares 140 Est. Cost $141.98 Unrealized 0.0%
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $19.19 Unrealized
ARCH RESOURCES INC 0.0%
Value ($000) $20 Shares 125 Est. Cost $141.68 Unrealized
SANA SANA BIOTECHNOLOGY INC 0.0%
Value ($000) $20 Shares 2,000 Est. Cost $3.68 Unrealized +103.4%
URA GLOBAL X FDS 0.0%
Value ($000) $20 Shares 688 Est. Cost $19.93 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $20 Shares 75 Est. Cost $225.59 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $18 Shares 41 Est. Cost $404.15 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $18 Shares 111 Est. Cost $126.14 Unrealized +18.8%
NEM NEWMONT CORP 0.0%
Value ($000) $18 Shares 500 Est. Cost $63.27 Unrealized -47.6%
CF CF INDS HLDGS INC 0.0%
Value ($000) $17 Shares 210 Est. Cost $89.10 Unrealized -14.5%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $17 Shares 100 Est. Cost $157.89 Unrealized 0.0%
RRC RANGE RES CORP 0.0%
Value ($000) $17 Shares 500 Est. Cost $27.38 Unrealized +12.9%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $17 Shares 100 Est. Cost $84.38 Unrealized +60.8%
IVOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $17 Shares 150 Est. Cost $93.50 Unrealized
DYAI DYADIC INTL INC DEL 0.0%
Value ($000) $16 Shares 9,847 Est. Cost $1.47 Unrealized 0.0%
VKTX VIKING THERAPEUTICS INC 0.0%
Value ($000) $16 Shares 200 Est. Cost $44.50 Unrealized 0.0%
EASTERLY GOVT PPTYS INC 0.0%
Value ($000) $16 Shares 1,420 Est. Cost $14.50 Unrealized
SPYD SPDR SER TR 0.0%
Value ($000) $16 Shares 400 Est. Cost $35.07 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $16 Shares 300 Est. Cost $59.12 Unrealized -21.9%
MCK MCKESSON CORP 0.0%
Value ($000) $16 Shares 30 Est. Cost $289.41 Unrealized +74.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $16 Shares 125 Est. Cost $74.66 Unrealized +44.2%
TECK TECK RESOURCES LTD 0.0%
Value ($000) $15 Shares 330 Est. Cost $39.18 Unrealized +2.5%
LWLG LIGHTWAVE LOGIC INC 0.0%
Value ($000) $15 Shares 3,200 Est. Cost $6.77 Unrealized -35.8%
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $14 Shares 120 Est. Cost $173.22 Unrealized -29.3%
CTVA CORTEVA INC 0.0%
Value ($000) $14 Shares 244 Est. Cost $58.04 Unrealized -12.8%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $14 Shares 25 Est. Cost $363.26 Unrealized +37.2%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $14 Shares 145 Est. Cost $90.39 Unrealized
BH BIGLARI HLDGS INC 0.0%
Value ($000) $14 Shares 72 Est. Cost $154.20 Unrealized +9.5%
SMH VANECK ETF TRUST 0.0%
Value ($000) $14 Shares 60 Est. Cost $152.25 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $13 Shares 361 Est. Cost $28.78 Unrealized +14.0%
SILVERSUN TECHNOLOGIES INC 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $13.19 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $108.42 Unrealized +9.5%
TMCI TREACE MED CONCEPTS INC 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $18.30 Unrealized -27.2%
MMM 3M CO 0.0%
Value ($000) $13 Shares 123 Est. Cost $76.34 Unrealized +3.9%
SNAP SNAP INC 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $11.64 Unrealized +15.2%
IWB ISHARES TR 0.0%
Value ($000) $11 Shares 39 Est. Cost $225.23 Unrealized
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $11 Shares 300 Est. Cost $39.91 Unrealized 0.0%
ENR ENERGIZER HLDGS INC NEW 0.0%
Value ($000) $11 Shares 364 Est. Cost $28.47 Unrealized -3.6%
HPQ HP INC 0.0%
Value ($000) $11 Shares 350 Est. Cost $25.03 Unrealized +9.1%
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $10 Shares 101 Est. Cost $72.44 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $10 Shares 855 Est. Cost $13.33 Unrealized -17.2%
DRLL EA SERIES TRUST 0.0%
Value ($000) $10 Shares 325 Est. Cost $25.45 Unrealized
BLACKROCK UTILS INFRASTRUCTU 0.0%
Value ($000) $10 Shares 448 Est. Cost $20.09 Unrealized
BLACKROCK HEALTH SCIENCES TR 0.0%
Value ($000) $10 Shares 231 Est. Cost $38.77 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $9 Shares 30 Est. Cost $79.69 Unrealized +235.8%
LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 4,700 Est. Cost $5.40 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $9 Shares 68 Est. Cost $125.04 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $9 Shares 56 Est. Cost $104.59 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $9 Shares 32 Est. Cost $219.64 Unrealized +12.7%
ROST ROSS STORES INC 0.0%
Value ($000) $8 Shares 56 Est. Cost $108.78 Unrealized +29.0%
OSISKO GOLD ROYALTIES LTD 0.0%
Value ($000) $8 Shares 500 Est. Cost $15.38 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $8 Shares 125 Est. Cost $69.39 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $8 Shares 516 Est. Cost $14.03 Unrealized
ABRDN GLOBAL DYNAMIC DIVIDEN 0.0%
Value ($000) $8 Shares 835 Est. Cost $9.33 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $7 Shares 107 Est. Cost $57.12 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $7 Shares 83 Est. Cost $68.37 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $7 Shares 30 Est. Cost $170.10 Unrealized +19.3%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $7 Shares 100 Est. Cost $55.02 Unrealized +30.1%
MGA MAGNA INTL INC 0.0%
Value ($000) $7 Shares 125 Est. Cost $81.78 Unrealized -37.4%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $7 Shares 45 Est. Cost $155.70 Unrealized -12.4%
F FORD MTR CO DEL 0.0%
Value ($000) $7 Shares 503 Est. Cost $10.69 Unrealized 0.0%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $7 Shares 32 Est. Cost $125.97 Unrealized +35.4%
PZZA PAPA JOHNS INTL INC 0.0%
Value ($000) $6 Shares 95 Est. Cost $111.95 Unrealized -41.0%
GBTC GRAYSCALE BITCOIN TR BTC 0.0%
Value ($000) $6 Shares 100 Est. Cost $63.17 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $6 Shares 44 Est. Cost $100.24 Unrealized +29.5%
HYPR HYPERFINE INC 0.0%
Value ($000) $6 Shares 6,000 Est. Cost $1.74 Unrealized -38.1%
NUVEEN REAL ASSET INCOME & G 0.0%
Value ($000) $6 Shares 504 Est. Cost $18.58 Unrealized
URNM SPROTT FDS TR 0.0%
Value ($000) $6 Shares 120 Est. Cost $48.27 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $6 Shares 67 Est. Cost $49.69 Unrealized +21.2%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $5 Shares 92 Est. Cost $51.28 Unrealized +12.1%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $5 Shares 13 Est. Cost $284.64 Unrealized +48.5%
CC CHEMOURS CO 0.0%
Value ($000) $5 Shares 200 Est. Cost $24.90 Unrealized +5.8%
ARW ARROW ELECTRS INC 0.0%
Value ($000) $5 Shares 39 Est. Cost $88.50 Unrealized +32.3%
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value ($000) $5 Shares 26 Est. Cost $141.68 Unrealized +23.1%
CCL CARNIVAL CORP 0.0%
Value ($000) $5 Shares 300 Est. Cost $16.27 Unrealized 0.0%
NET CLOUDFLARE INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $90.55 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $5 Shares 41 Est. Cost $68.32 Unrealized +31.5%
SNDL SNDL INC 0.0%
Value ($000) $5 Shares 2,394 Est. Cost $1.65 Unrealized -11.4%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $5 Shares 24 Est. Cost $170.53 Unrealized +9.2%
C CITIGROUP INC 0.0%
Value ($000) $5 Shares 75 Est. Cost $46.22 Unrealized +13.7%
NKE NIKE INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $146.46 Unrealized -33.2%
SUNNOVA ENERGY INTL INC. 0.0%
Value ($000) $5 Shares 750 Est. Cost $6.13 Unrealized
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $5 Shares 21 Est. Cost $279.65 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $5 Shares 46 Est. Cost $78.91 Unrealized +13.5%
LIT GLOBAL X FDS 0.0%
Value ($000) $5 Shares 100 Est. Cost $63.55 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 30 Est. Cost $133.33 Unrealized
TILRAY BRANDS INC 0.0%
Value ($000) $4 Shares 1,758 Est. Cost $6.49 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $4 Shares 57 Est. Cost $60.38 Unrealized +3.7%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $4 Shares 60 Est. Cost $61.12 Unrealized +12.7%
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value ($000) $4 Shares 300 Est. Cost $14.95 Unrealized
PPL PPL CORP 0.0%
Value ($000) $4 Shares 150 Est. Cost $25.91 Unrealized -3.6%
AVTR AVANTOR INC 0.0%
Value ($000) $4 Shares 160 Est. Cost $22.79 Unrealized +4.4%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $4 Shares 16 Est. Cost $216.72 Unrealized +9.7%
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $4 Shares 100 Est. Cost $31.82 Unrealized
EQT EQT CORP 0.0%
Value ($000) $4 Shares 106 Est. Cost $30.69 Unrealized +13.5%
OGN ORGANON & CO 0.0%
Value ($000) $4 Shares 203 Est. Cost $25.23 Unrealized -37.2%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $4 Shares 28 Est. Cost $145.09 Unrealized -5.1%
VALE VALE S A 0.0%
Value ($000) $4 Shares 300 Est. Cost $20.00 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $4 Shares 7 Est. Cost $455.20 Unrealized +5.9%
ASND ASCENDIS PHARMA A/S 0.0%
Value ($000) $4 Shares 24 Est. Cost $93.67 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $4 Shares 200 Est. Cost $13.57 Unrealized +13.6%
PR PERMIAN RESOURCES CORP 0.0%
Value ($000) $4 Shares 200 Est. Cost $14.67 Unrealized 0.0%
T AT&T INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $15.37 Unrealized +1.6%
TWST TWIST BIOSCIENCE CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $102.64 Unrealized -64.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $3 Shares 46 Est. Cost $59.72 Unrealized +24.1%
AXTA AXALTA COATING SYS LTD 0.0%
Value ($000) $3 Shares 96 Est. Cost $28.74 Unrealized +13.7%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $3 Shares 21 Est. Cost $212.09 Unrealized -35.7%
FCNCA FIRST CTZNS BANCSHARES INC N 0.0%
Value ($000) $3 Shares 2 Est. Cost $734.82 Unrealized +103.2%
CIEN CIENA CORP 0.0%
Value ($000) $3 Shares 65 Est. Cost $49.92 Unrealized +5.7%
BP BP PLC 0.0%
Value ($000) $3 Shares 83 Est. Cost $37.95 Unrealized
THERATECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 1,875 Est. Cost $2.15 Unrealized
CBRE CBRE GROUP INC 0.0%
Value ($000) $3 Shares 32 Est. Cost $81.70 Unrealized +9.9%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $3 Shares 20 Est. Cost $99.69 Unrealized +32.3%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 60 Est. Cost $42.22 Unrealized
HANCOCK JOHN INVT TR II 0.0%
Value ($000) $3 Shares 222 Est. Cost $17.52 Unrealized
WALLBOX NV 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $1.75 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $3 Shares 34 Est. Cost $89.94 Unrealized -22.9%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $3 Shares 127 Est. Cost $21.59 Unrealized -1.5%
SEE SEALED AIR CORP NEW 0.0%
Value ($000) $3 Shares 73 Est. Cost $46.51 Unrealized -26.3%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $112.02 Unrealized -45.3%
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $3 Shares 1,400 Est. Cost $14.58 Unrealized
UNILEVER PLC 0.0%
Value ($000) $3 Shares 52 Est. Cost $51.94 Unrealized
APTIV PLC 0.0%
Value ($000) $3 Shares 32 Est. Cost $112.22 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $2 Shares 48 Est. Cost $53.46 Unrealized -7.2%
BLACKROCK LTD DURATION INCOM 0.0%
Value ($000) $2 Shares 171 Est. Cost $16.33 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2 Shares 15 Est. Cost $166.67 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $86.18 Unrealized -1.4%
TKO TKO GROUP HOLDINGS INC 0.0%
Value ($000) $2 Shares 26 Est. Cost $99.79 Unrealized -17.6%
PIMCO CORPORATE & INCOME OPP 0.0%
Value ($000) $2 Shares 151 Est. Cost $18.99 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $2 Shares 33 Est. Cost $56.09 Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $25.76 Unrealized +18.3%
GAP GAP INC 0.0%
Value ($000) $2 Shares 65 Est. Cost $17.32 Unrealized +15.0%
TORTOISE ENERGY INFRA CORP 0.0%
Value ($000) $2 Shares 55 Est. Cost $28.91 Unrealized
FOXA FOX CORP 0.0%
Value ($000) $2 Shares 52 Est. Cost $32.54 Unrealized -8.7%
PROSHARES TR II 0.0%
Value ($000) $2 Shares 120 Est. Cost $60.05 Unrealized
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $65.61 Unrealized +2.5%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $1 Shares 16 Est. Cost $71.25 Unrealized +16.4%
RDIV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1 Shares 31 Est. Cost $36.71 Unrealized
PERFICIENT INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $57.88 Unrealized
ALLO ALLOGENE THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $4.17 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $1 Shares 17 Est. Cost $72.41 Unrealized
UA UNDER ARMOUR INC 0.0%
Value ($000) $1 Shares 163 Est. Cost $7.21 Unrealized +6.2%
GINKGO BIOWORKS HOLDINGS INC 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $2.00 Unrealized
BE BLOOM ENERGY CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $12.51 Unrealized -12.1%
BBWI BATH & BODY WORKS INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $38.62 Unrealized +9.6%
ROKU ROKU INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $58.53 Unrealized +32.9%
NIKOLA CORP 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.04 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $40.32 Unrealized -8.3%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $1 Shares 10 Est. Cost $113.18 Unrealized -31.8%
TMC TMC THE METALS COMPANY INC 0.0%
Value ($000) $1 Shares 600 Est. Cost $0.86 Unrealized +61.1%
FTRE FORTREA HLDGS INC 0.0%
Value ($000) $1 Shares 21 Est. Cost $29.59 Unrealized +17.2%
GSK GSK PLC 0.0%
Value ($000) $1 Shares 19 Est. Cost $36.34 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $1 Shares 41 Est. Cost $18.83 Unrealized
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
BLDP BALLARD PWR SYS INC NEW 0.0%
Value ($000) $1 Shares 240 Est. Cost $9.06 Unrealized -65.2%
STM STMICROELECTRONICS N V 0.0%
Value ($000) $1 Shares 15 Est. Cost Unrealized
TRFK PACER FDS TR 0.0%
Value ($000) $1 Shares 14 Est. Cost $43.29 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 44 Est. Cost $22.19 Unrealized -35.0%
AIM IMMUNOTECH INC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $1.00 Unrealized
WAB WABTEC 0.0%
Value ($000) $0 Shares 3 Est. Cost $86.69 Unrealized +54.8%
DUN & BRADSTREET HLDGS INC 0.0%
Value ($000) $0 Shares 40 Est. Cost $11.75 Unrealized
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $0 Shares 11 Est. Cost $19.36 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $0 Shares 42 Est. Cost $23.81 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $0 Shares 4 Est. Cost $70.13 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $0 Shares 32 Est. Cost $8.50 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $0 Shares 4 Est. Cost $42.68 Unrealized +3.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $74.82 Unrealized +18.4%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 2 Est. Cost $74.50 Unrealized
GAMR AMPLIFY ETF TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $58.50 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $0 Shares 1 Est. Cost $74.00 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $125.00 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $49.00 Unrealized
IUSB ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $46.00 Unrealized
MMATQ META MATERIALS INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $4.06 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
ACB AURORA CANNABIS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $3.87 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $10.83 Unrealized -85.6%
BTCS BTCS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $6.29 Unrealized -74.2%