HOEY INVESTMENTS, INC Diversified Active

CIK: 0001799544 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 12, 2025

Total Value ($000): $594,893 (98.8% shares, 1.2% debt)

Holdings (365)

NVDA NVIDIA CORPORATION 30.5%
Value ($000) $181,490 Shares 1,351,477 Est. Cost $95.98 Unrealized +43.6%
AMZN AMAZON COM INC 21.8%
Value ($000) $129,897 Shares 592,082 Est. Cost $133.76 Unrealized +53.0%
META META PLATFORMS INC 11.8%
Value ($000) $69,928 Shares 119,431 Est. Cost $377.08 Unrealized +55.1%
MSFT MICROSOFT CORP 9.5%
Value ($000) $56,700 Shares 134,519 Est. Cost $203.71 Unrealized +107.3%
AAPL APPLE INC 4.0%
Value ($000) $23,817 Shares 95,108 Est. Cost $136.02 Unrealized +72.4%
PLTR PALANTIR TECHNOLOGIES INC 2.2%
Value ($000) $13,361 Shares 176,659 Est. Cost $56.04 Unrealized +3.9%
WFC WELLS FARGO CO NEW 1.9%
Value ($000) $11,464 Shares 163,216 Est. Cost $45.93 Unrealized +45.2%
AVGO BROADCOM INC 1.7%
Value ($000) $10,160 Shares 43,822 Est. Cost $174.86 Unrealized +4.6%
JPM JPMORGAN CHASE & CO. 1.5%
Value ($000) $8,724 Shares 36,396 Est. Cost $168.72 Unrealized +35.2%
BAC BANK AMERICA CORP 1.2%
Value ($000) $7,028 Shares 159,903 Est. Cost $31.77 Unrealized +34.8%
GE GE AEROSPACE 1.1%
Value ($000) $6,265 Shares 37,563 Est. Cost $106.76 Unrealized +65.9%
GS GOLDMAN SACHS GROUP INC 0.9%
Value ($000) $5,185 Shares 9,054 Est. Cost $497.48 Unrealized +9.5%
WMT WALMART INC 0.8%
Value ($000) $4,773 Shares 52,829 Est. Cost $66.70 Unrealized +28.6%
NOW SERVICENOW INC 0.7%
Value ($000) $4,439 Shares 4,187 Est. Cost $139.58 Unrealized +45.1%
UBER UBER TECHNOLOGIES INC 0.7%
Value ($000) $3,997 Shares 66,263 Est. Cost $38.87 Unrealized +83.7%
MS MORGAN STANLEY 0.7%
Value ($000) $3,892 Shares 30,961 Est. Cost $91.13 Unrealized +31.1%
AMZN AMAZON COM INC 0.6%
Value ($000) $3,422 Shares 15,600 Est. Cost $133.76 Unrealized +53.0%
LOW LOWES COS INC 0.5%
Value ($000) $2,699 Shares 10,937 Est. Cost $167.38 Unrealized +56.3%
GEV GE VERNOVA INC 0.5%
Value ($000) $2,699 Shares 8,204 Est. Cost $158.10 Unrealized +97.3%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $2,592 Shares 19,300 Est. Cost $95.98 Unrealized +43.6%
NFLX NETFLIX INC 0.3%
Value ($000) $1,550 Shares 1,739 Est. Cost $57.07 Unrealized +44.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,408 Shares 3,106 Est. Cost $363.00 Unrealized +27.2%
AMGN AMGEN INC 0.2%
Value ($000) $1,394 Shares 5,349 Est. Cost $250.74 Unrealized +14.1%
EMR EMERSON ELEC CO 0.2%
Value ($000) $1,346 Shares 10,858 Est. Cost $83.60 Unrealized +42.4%
CMC COMMERCIAL METALS CO 0.2%
Value ($000) $1,235 Shares 24,896 Est. Cost $33.20 Unrealized +66.9%
NVDL GRANITESHARES ETF TR 0.2%
Value ($000) $1,211 Shares 18,248 Est. Cost $53.82 Unrealized
AMZU DIREXION SHS ETF TR 0.2%
Value ($000) $1,167 Shares 27,781 Est. Cost $27.55 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,120 Shares 2,304 Est. Cost $379.01 Unrealized +39.1%
MRVL MARVELL TECHNOLOGY INC 0.2%
Value ($000) $1,100 Shares 9,955 Est. Cost $59.36 Unrealized +55.8%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $1,097 Shares 14,500 Est. Cost $56.04 Unrealized +3.9%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $1,010 Shares 36,845 Est. Cost $11.87 Unrealized +109.5%
SCHV SCHWAB STRATEGIC TR 0.2%
Value ($000) $898 Shares 34,446 Est. Cost $42.18 Unrealized
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $853 Shares 2,843 Est. Cost $242.81 Unrealized +42.6%
PEP PEPSICO INC 0.1%
Value ($000) $818 Shares 5,377 Est. Cost $118.62 Unrealized +32.0%
CAT CATERPILLAR INC 0.1%
Value ($000) $796 Shares 2,193 Est. Cost $306.70 Unrealized +24.5%
SOXL DIREXION SHS ETF TR 0.1%
Value ($000) $791 Shares 28,978 Est. Cost $14.88 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $727 Shares 6,284 Est. Cost $67.21 Unrealized +76.0%
ABBV ABBVIE INC 0.1%
Value ($000) $697 Shares 3,920 Est. Cost $132.16 Unrealized +34.2%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $690 Shares 753 Est. Cost $579.07 Unrealized +59.3%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $658 Shares 3,359 Est. Cost $170.75 Unrealized
ALAB ASTERA LABS INC 0.1%
Value ($000) $636 Shares 4,800 Est. Cost $71.36 Unrealized +31.5%
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $611 Shares 21,935 Est. Cost $44.77 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $585 Shares 2,000 Est. Cost $145.09 Unrealized +98.4%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $535 Shares 7,016 Est. Cost $22.55 Unrealized +50.1%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $523 Shares 1,114 Est. Cost $450.98 Unrealized +9.3%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $514 Shares 1,344 Est. Cost $310.07 Unrealized +5.3%
ZTS ZOETIS INC 0.1%
Value ($000) $506 Shares 3,106 Est. Cost $161.96 Unrealized +8.9%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $505 Shares 970 Est. Cost $550.25 Unrealized -0.5%
CMI CUMMINS INC 0.1%
Value ($000) $498 Shares 1,430 Est. Cost $332.40 Unrealized +3.3%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $498 Shares 1,744 Est. Cost $219.91 Unrealized +25.5%
HON HONEYWELL INTL INC 0.1%
Value ($000) $497 Shares 2,200 Est. Cost $163.73 Unrealized +24.3%
GM GENERAL MTRS CO 0.1%
Value ($000) $453 Shares 8,511 Est. Cost $34.39 Unrealized +50.5%
GSK GSK PLC 0.1%
Value ($000) $452 Shares 13,379 Est. Cost $33.82 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $438 Shares 16,631 Est. Cost $24.35 Unrealized
MSTR MICROSTRATEGY INC 0.1%
Value ($000) $434 Shares 1,500 Est. Cost $282.46 Unrealized +6.5%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $423 Shares 1,926 Est. Cost $159.16 Unrealized +35.9%
ALL ALLSTATE CORP 0.1%
Value ($000) $411 Shares 2,131 Est. Cost $114.27 Unrealized +66.1%
TSLA TESLA INC 0.1%
Value ($000) $376 Shares 931 Est. Cost $246.76 Unrealized +30.4%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $349 Shares 2,413 Est. Cost $129.36 Unrealized +15.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $347 Shares 1,758 Est. Cost $172.28 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $335 Shares 2,312 Est. Cost $136.62 Unrealized +6.5%
EEM ISHARES TR 0.1%
Value ($000) $323 Shares 7,732 Est. Cost $38.51 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $318 Shares 1,680 Est. Cost $167.11 Unrealized +4.2%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $316 Shares 600 Est. Cost $499.90 Unrealized +3.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $310 Shares 1,068 Est. Cost $172.18 Unrealized +68.6%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $301 Shares 2,798 Est. Cost $50.99 Unrealized +120.4%
BITO PROSHARES TR 0.1%
Value ($000) $299 Shares 13,124 Est. Cost $22.78 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $298 Shares 4,130 Est. Cost $74.98 Unrealized 0.0%
BA BOEING CO 0.0%
Value ($000) $271 Shares 1,530 Est. Cost $172.50 Unrealized -9.0%
PFE PFIZER INC 0.0%
Value ($000) $250 Shares 9,428 Est. Cost $28.44 Unrealized -11.7%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $244 Shares 4,595 Est. Cost $46.49 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $237 Shares 609 Est. Cost $336.67 Unrealized +18.0%
DOW DOW INC 0.0%
Value ($000) $234 Shares 5,821 Est. Cost $41.46 Unrealized +3.6%
BLK BLACKROCK INC 0.0%
Value ($000) $217 Shares 212 Est. Cost $991.05 Unrealized 0.0%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $215 Shares 1,000 Est. Cost $196.35 Unrealized +3.4%
KKR KKR & CO INC 0.0%
Value ($000) $209 Shares 1,413 Est. Cost $29.50 Unrealized +394.4%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $200 Shares 1,100 Est. Cost $119.93 Unrealized +57.5%
DHR DANAHER CORPORATION 0.0%
Value ($000) $188 Shares 821 Est. Cost $240.69 Unrealized +1.4%
QCOM QUALCOMM INC 0.0%
Value ($000) $185 Shares 1,202 Est. Cost $113.29 Unrealized +40.8%
NLR VANECK ETF TRUST 0.0%
Value ($000) $168 Shares 2,070 Est. Cost $81.29 Unrealized
TQQQ PROSHARES TR 0.0%
Value ($000) $158 Shares 2,000 Est. Cost $22.59 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $158 Shares 1,305 Est. Cost $105.36 Unrealized +36.6%
SHOP SHOPIFY INC 0.0%
Value ($000) $148 Shares 1,390 Est. Cost $97.26 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $148 Shares 3,691 Est. Cost $36.21 Unrealized +8.8%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $145 Shares 2,020 Est. Cost $75.83 Unrealized -1.1%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $139 Shares 237 Est. Cost $503.76 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $137 Shares 1,014 Est. Cost $138.63 Unrealized -1.4%
CPER UNITED STS COMMODITY INDEX F 0.0%
Value ($000) $130 Shares 5,150 Est. Cost $26.72 Unrealized
GLW CORNING INC 0.0%
Value ($000) $128 Shares 2,700 Est. Cost $38.37 Unrealized +20.8%
PFIS PEOPLES FINL SVCS CORP 0.0%
Value ($000) $126 Shares 2,471 Est. Cost $48.05 Unrealized 0.0%
SYK STRYKER CORPORATION 0.0%
Value ($000) $125 Shares 348 Est. Cost $366.32 Unrealized 0.0%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $117 Shares 1,060 Est. Cost $102.84 Unrealized 0.0%
AVGO BROADCOM INC 0.0%
Value ($000) $116 Shares 500 Est. Cost $174.86 Unrealized +4.6%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $112 Shares 1,210 Est. Cost $93.11 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $110 Shares 2,942 Est. Cost $38.35 Unrealized +4.3%
ADBE ADOBE INC 0.0%
Value ($000) $106 Shares 239 Est. Cost $555.92 Unrealized -10.9%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $102 Shares 412 Est. Cost $107.18 Unrealized +136.8%
CSCO CISCO SYS INC 0.0%
Value ($000) $102 Shares 1,719 Est. Cost $43.25 Unrealized +28.0%
DGRO ISHARES TR 0.0%
Value ($000) $101 Shares 1,653 Est. Cost $61.34 Unrealized
GIB CGI INC 0.0%
Value ($000) $99 Shares 910 Est. Cost $111.80 Unrealized 0.0%
BDN BRANDYWINE RLTY TR 0.0%
Value ($000) $92 Shares 16,386 Est. Cost $4.89 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $89 Shares 1,112 Est. Cost $81.39 Unrealized +3.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $89 Shares 350 Est. Cost $253.89 Unrealized +1.4%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $85 Shares 500 Est. Cost $150.34 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $81 Shares 105 Est. Cost $764.37 Unrealized +7.4%
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $80 Shares 650 Est. Cost $117.24 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $77 Shares 320 Est. Cost $182.14 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $77 Shares 1,050 Est. Cost $17.78 Unrealized +287.7%
HACK AMPLIFY ETF TR 0.0%
Value ($000) $74 Shares 1,000 Est. Cost $74.49 Unrealized
BITU PROSHARES TR 0.0%
Value ($000) $74 Shares 1,500 Est. Cost $49.42 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $73 Shares 446 Est. Cost $125.39 Unrealized +42.9%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $71 Shares 3,860 Est. Cost $28.75 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $71 Shares 712 Est. Cost $99.16 Unrealized +3.2%
IBB ISHARES TR 0.0%
Value ($000) $70 Shares 530 Est. Cost $132.21 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $70 Shares 297 Est. Cost $246.75 Unrealized +0.7%
LYFT LYFT INC 0.0%
Value ($000) $67 Shares 5,200 Est. Cost $15.33 Unrealized -3.3%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $66 Shares 453 Est. Cost $131.97 Unrealized +16.0%
DIS DISNEY WALT CO 0.0%
Value ($000) $65 Shares 586 Est. Cost $122.67 Unrealized -15.6%
KR KROGER CO 0.0%
Value ($000) $65 Shares 1,059 Est. Cost $57.34 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $65 Shares 375 Est. Cost $76.26 Unrealized +117.2%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $64 Shares 1,943 Est. Cost $54.61 Unrealized -33.3%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $63 Shares 210 Est. Cost $290.70 Unrealized 0.0%
PROSHARES TR 0.0%
Value ($000) $62 Shares 2,000 Est. Cost $31.14 Unrealized
TDS TELEPHONE & DATA SYS INC 0.0%
Value ($000) $61 Shares 1,793 Est. Cost $22.93 Unrealized +32.7%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $59 Shares 840 Est. Cost $70.00 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $57 Shares 215 Est. Cost $242.10 Unrealized
PVH PVH CORPORATION 0.0%
Value ($000) $55 Shares 524 Est. Cost $102.26 Unrealized 0.0%
DVY ISHARES TR 0.0%
Value ($000) $54 Shares 411 Est. Cost $131.29 Unrealized
KGC KINROSS GOLD CORP 0.0%
Value ($000) $52 Shares 5,625 Est. Cost $3.46 Unrealized +184.8%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $51 Shares 562 Est. Cost $73.14 Unrealized +33.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $50 Shares 837 Est. Cost $62.12 Unrealized -3.0%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $49 Shares 220 Est. Cost $247.76 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $49 Shares 375 Est. Cost $130.11 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $49 Shares 568 Est. Cost $90.69 Unrealized
WPC WP CAREY INC 0.0%
Value ($000) $48 Shares 887 Est. Cost $54.48 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $48 Shares 400 Est. Cost $112.51 Unrealized +8.0%
NTAP NETAPP INC 0.0%
Value ($000) $46 Shares 400 Est. Cost $42.52 Unrealized +180.2%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $46 Shares 135 Est. Cost $315.76 Unrealized +5.3%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $46 Shares 400 Est. Cost $90.57 Unrealized +36.0%
GFI GOLD FIELDS LTD 0.0%
Value ($000) $44 Shares 3,350 Est. Cost $8.24 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $43 Shares 345 Est. Cost $115.37 Unrealized +13.9%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $42 Shares 450 Est. Cost $93.36 Unrealized 0.0%
QLYS QUALYS INC 0.0%
Value ($000) $42 Shares 300 Est. Cost $130.99 Unrealized +6.3%
HANCOCK JOHN PREM DIVID FD 0.0%
Value ($000) $41 Shares 3,207 Est. Cost $18.09 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $40 Shares 750 Est. Cost $54.04 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $40 Shares 142 Est. Cost $155.80 Unrealized +74.3%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $39 Shares 200 Est. Cost $189.31 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $39 Shares 210 Est. Cost $227.82 Unrealized -12.9%
KO COCA COLA CO 0.0%
Value ($000) $38 Shares 613 Est. Cost $60.13 Unrealized +4.9%
EATON VANCE RISK-MANAGED DIV 0.0%
Value ($000) $37 Shares 4,000 Est. Cost $9.81 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $37 Shares 650 Est. Cost $32.49 Unrealized +89.6%
SDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $35.85 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $36 Shares 330 Est. Cost $108.79 Unrealized 0.0%
VLTO VERALTO CORP 0.0%
Value ($000) $35 Shares 341 Est. Cost $73.75 Unrealized +43.7%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $33 Shares 194 Est. Cost $156.34 Unrealized +6.0%
ABT ABBOTT LABS 0.0%
Value ($000) $32 Shares 280 Est. Cost $104.16 Unrealized +8.8%
O REALTY INCOME CORP 0.0%
Value ($000) $29 Shares 544 Est. Cost $48.64 Unrealized +12.1%
IAU ISHARES GOLD TR 0.0%
Value ($000) $28 Shares 575 Est. Cost $43.93 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $28 Shares 520 Est. Cost $51.72 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $28 Shares 105 Est. Cost $281.95 Unrealized 0.0%
SNY SANOFI 0.0%
Value ($000) $28 Shares 572 Est. Cost $50.32 Unrealized
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $27 Shares 398 Est. Cost $185.90 Unrealized -57.3%
CVS CVS HEALTH CORP 0.0%
Value ($000) $27 Shares 600 Est. Cost $68.18 Unrealized -21.3%
SIVR ABRDN SILVER ETF TRUST 0.0%
Value ($000) $26 Shares 960 Est. Cost $27.84 Unrealized
BABX GRANITESHARES ETF TR 0.0%
Value ($000) $26 Shares 1,640 Est. Cost $16.10 Unrealized
PCH POTLATCHDELTIC CORPORATION 0.0%
Value ($000) $24 Shares 622 Est. Cost $43.41 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $24 Shares 750 Est. Cost $16.93 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $23 Shares 177 Est. Cost $132.05 Unrealized +2.0%
PSX PHILLIPS 66 0.0%
Value ($000) $23 Shares 200 Est. Cost $64.71 Unrealized +88.6%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $22 Shares 303 Est. Cost $72.09 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $22 Shares 272 Est. Cost $78.92 Unrealized 0.0%
CSL CARLISLE COS INC 0.0%
Value ($000) $21 Shares 58 Est. Cost $429.23 Unrealized 0.0%
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $19.19 Unrealized
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $21 Shares 3,053 Est. Cost $7.00 Unrealized
APA APA CORPORATION 0.0%
Value ($000) $21 Shares 905 Est. Cost $29.69 Unrealized -25.4%
INTC INTEL CORP 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $38.37 Unrealized -41.2%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $19 Shares 100 Est. Cost $157.89 Unrealized +22.3%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $19 Shares 250 Est. Cost $54.94 Unrealized
URA GLOBAL X FDS 0.0%
Value ($000) $18 Shares 688 Est. Cost $19.93 Unrealized
BH BIGLARI HLDGS INC 0.0%
Value ($000) $18 Shares 72 Est. Cost $154.20 Unrealized +30.6%
SPYD SPDR SER TR 0.0%
Value ($000) $17 Shares 400 Est. Cost $35.07 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $17 Shares 100 Est. Cost $110.42 Unrealized +52.9%
DYAI DYADIC INTL INC DEL 0.0%
Value ($000) $17 Shares 9,847 Est. Cost $1.47 Unrealized -7.2%
LABU DIREXION SHS ETF TR 0.0%
Value ($000) $17 Shares 190 Est. Cost $121.97 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $17 Shares 30 Est. Cost $289.41 Unrealized +92.5%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $17 Shares 300 Est. Cost $59.12 Unrealized -11.1%
C CITIGROUP INC 0.0%
Value ($000) $17 Shares 239 Est. Cost $57.08 Unrealized +14.5%
MMM 3M CO 0.0%
Value ($000) $17 Shares 128 Est. Cost $78.85 Unrealized +62.8%
EASTERLY GOVT PPTYS INC 0.0%
Value ($000) $16 Shares 1,420 Est. Cost $14.50 Unrealized
REGL PROSHARES TR 0.0%
Value ($000) $15 Shares 183 Est. Cost $73.61 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $15 Shares 51 Est. Cost $225.59 Unrealized
SARK INVESTMENT MANAGERS SER TR I 0.0%
Value ($000) $14 Shares 333 Est. Cost $42.06 Unrealized
YINN DIREXION SHS ETF TR 0.0%
Value ($000) $14 Shares 500 Est. Cost $27.94 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $14 Shares 244 Est. Cost $58.04 Unrealized +0.7%
DFEN DIREXION SHS ETF TR 0.0%
Value ($000) $14 Shares 500 Est. Cost $19.91 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $14 Shares 480 Est. Cost $24.58 Unrealized +22.4%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $13 Shares 250 Est. Cost $51.32 Unrealized 0.0%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $13 Shares 175 Est. Cost $71.19 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $13 Shares 20 Est. Cost $363.26 Unrealized +80.4%
ENR ENERGIZER HLDGS INC NEW 0.0%
Value ($000) $13 Shares 364 Est. Cost $28.47 Unrealized +13.5%
IWB ISHARES TR 0.0%
Value ($000) $13 Shares 39 Est. Cost $225.23 Unrealized
DE DEERE & CO 0.0%
Value ($000) $12 Shares 29 Est. Cost $336.32 Unrealized +23.1%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $12 Shares 530 Est. Cost $22.70 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $12 Shares 101 Est. Cost $72.44 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $11 Shares 5,228 Est. Cost $24.07 Unrealized -90.9%
FISV FISERV INC 0.0%
Value ($000) $11 Shares 52 Est. Cost $133.59 Unrealized +52.8%
BLACKROCK UTILS INFRASTRUCTU 0.0%
Value ($000) $10 Shares 448 Est. Cost $20.09 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $10 Shares 15 Est. Cost $693.13 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $10 Shares 56 Est. Cost $104.59 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value ($000) $10 Shares 100 Est. Cost $99.01 Unrealized 0.0%
GDX VANECK ETF TRUST 0.0%
Value ($000) $10 Shares 300 Est. Cost $33.93 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $10 Shares 516 Est. Cost $14.03 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $10 Shares 30 Est. Cost $79.69 Unrealized +335.6%
VTRS VIATRIS INC 0.0%
Value ($000) $9 Shares 741 Est. Cost $13.33 Unrealized -12.7%
BLACKROCK HEALTH SCIENCES TR 0.0%
Value ($000) $9 Shares 231 Est. Cost $38.77 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $8 Shares 35 Est. Cost $152.25 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $8 Shares 56 Est. Cost $108.78 Unrealized +33.4%
ABRDN GLOBAL DYNAMIC DIVIDEN 0.0%
Value ($000) $8 Shares 835 Est. Cost $9.33 Unrealized
TECK TECK RESOURCES LTD 0.0%
Value ($000) $8 Shares 200 Est. Cost $39.18 Unrealized +19.3%
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $8 Shares 83 Est. Cost $68.37 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $8 Shares 32 Est. Cost $125.97 Unrealized +84.1%
CCL CARNIVAL CORP 0.0%
Value ($000) $7 Shares 300 Est. Cost $16.27 Unrealized +43.9%
TMCI TREACE MED CONCEPTS INC 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $18.30 Unrealized -63.4%
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $7 Shares 107 Est. Cost $57.12 Unrealized
TRFK PACER FDS TR 0.0%
Value ($000) $7 Shares 134 Est. Cost $45.17 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $7 Shares 44 Est. Cost $104.02 Unrealized +50.2%
HPQ HP INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $25.03 Unrealized +36.6%
SNDL SNDL INC 0.0%
Value ($000) $6 Shares 3,625 Est. Cost $1.75 Unrealized +11.8%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $6 Shares 5 Est. Cost $1229.53 Unrealized 0.0%
VKTX VIKING THERAPEUTICS INC 0.0%
Value ($000) $6 Shares 150 Est. Cost $57.02 Unrealized 0.0%
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value ($000) $6 Shares 26 Est. Cost $141.68 Unrealized +53.9%
CIEN CIENA CORP 0.0%
Value ($000) $6 Shares 65 Est. Cost $49.92 Unrealized +43.8%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $5 Shares 13 Est. Cost $284.64 Unrealized +62.8%
MGA MAGNA INTL INC 0.0%
Value ($000) $5 Shares 125 Est. Cost $81.78 Unrealized -49.7%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $5 Shares 24 Est. Cost $170.53 Unrealized +27.1%
FTV FORTIVE CORP 0.0%
Value ($000) $5 Shares 67 Est. Cost $49.69 Unrealized +14.9%
SPIRIT AEROSYSTEMS HLDGS INC 0.0%
Value ($000) $5 Shares 147 Est. Cost $34.08 Unrealized
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $5 Shares 100 Est. Cost $31.82 Unrealized
EQT EQT CORP 0.0%
Value ($000) $5 Shares 106 Est. Cost $30.69 Unrealized +32.6%
PPL PPL CORP 0.0%
Value ($000) $5 Shares 150 Est. Cost $25.91 Unrealized +22.4%
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value ($000) $5 Shares 116 Est. Cost $41.87 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $5 Shares 92 Est. Cost $51.28 Unrealized +3.4%
ORCL ORACLE CORP 0.0%
Value ($000) $5 Shares 29 Est. Cost $175.85 Unrealized 0.0%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $5 Shares 21 Est. Cost $199.50 Unrealized +13.5%
TWST TWIST BIOSCIENCE CORP 0.0%
Value ($000) $5 Shares 100 Est. Cost $102.64 Unrealized -56.0%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $5 Shares 57 Est. Cost $60.38 Unrealized +39.0%
ARW ARROW ELECTRS INC 0.0%
Value ($000) $4 Shares 39 Est. Cost $88.50 Unrealized +39.5%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $4 Shares 200 Est. Cost $13.57 Unrealized +50.6%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $4 Shares 46 Est. Cost $78.91 Unrealized +24.6%
XYZ BLOCK INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $86.33 Unrealized -5.0%
FCNCA FIRST CTZNS BANCSHARES INC N 0.0%
Value ($000) $4 Shares 2 Est. Cost $734.82 Unrealized +183.8%
CBRE CBRE GROUP INC 0.0%
Value ($000) $4 Shares 32 Est. Cost $81.70 Unrealized +60.3%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 Shares 30 Est. Cost $133.33 Unrealized
PZZA PAPA JOHNS INTL INC 0.0%
Value ($000) $4 Shares 95 Est. Cost $111.95 Unrealized -58.8%
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value ($000) $4 Shares 300 Est. Cost $14.95 Unrealized
NKE NIKE INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $146.46 Unrealized -47.8%
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.0%
Value ($000) $4 Shares 135 Est. Cost $28.02 Unrealized
TKO TKO GROUP HOLDINGS INC 0.0%
Value ($000) $4 Shares 26 Est. Cost $99.79 Unrealized +29.2%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $4 Shares 60 Est. Cost $61.64 Unrealized +3.2%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $4 Shares 20 Est. Cost $99.69 Unrealized +71.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $4 Shares 46 Est. Cost $59.72 Unrealized +28.7%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $4 Shares 20 Est. Cost $202.10 Unrealized 0.0%
PPH VANECK ETF TRUST 0.0%
Value ($000) $3 Shares 40 Est. Cost $86.30 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $3 Shares 41 Est. Cost $113.05 Unrealized -10.4%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $112.02 Unrealized -25.1%
THERATECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 1,875 Est. Cost $2.15 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $3 Shares 110 Est. Cost $28.78 Unrealized +6.5%
AVTR AVANTOR INC 0.0%
Value ($000) $3 Shares 160 Est. Cost $22.79 Unrealized -1.3%
AXTA AXALTA COATING SYS LTD 0.0%
Value ($000) $3 Shares 96 Est. Cost $28.74 Unrealized +31.0%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $3 Shares 50 Est. Cost $68.52 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $3 Shares 6 Est. Cost $404.15 Unrealized
HANCOCK JOHN INVT TR II 0.0%
Value ($000) $3 Shares 222 Est. Cost $17.52 Unrealized
UNILEVER PLC 0.0%
Value ($000) $3 Shares 52 Est. Cost $51.94 Unrealized
LMND LEMONADE INC 0.0%
Value ($000) $3 Shares 80 Est. Cost $16.68 Unrealized +91.4%
BBY BEST BUY INC 0.0%
Value ($000) $3 Shares 34 Est. Cost $89.94 Unrealized -4.6%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $3 Shares 39 Est. Cost $70.22 Unrealized +5.1%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $3 Shares 51 Est. Cost $55.43 Unrealized 0.0%
TILRAY BRANDS INC 0.0%
Value ($000) $3 Shares 1,958 Est. Cost $5.97 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $3 Shares 7 Est. Cost $455.20 Unrealized -10.1%
CRVO CERVOMED INC 0.0%
Value ($000) $3 Shares 1,080 Est. Cost $5.04 Unrealized +93.1%
FOXA FOX CORP 0.0%
Value ($000) $3 Shares 52 Est. Cost $32.54 Unrealized +37.1%
LWLG LIGHTWAVE LOGIC INC 0.0%
Value ($000) $3 Shares 1,200 Est. Cost $6.77 Unrealized -57.7%
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2 Shares 15 Est. Cost $166.67 Unrealized
SEE SEALED AIR CORP NEW 0.0%
Value ($000) $2 Shares 73 Est. Cost $46.51 Unrealized -25.4%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $2 Shares 48 Est. Cost $53.46 Unrealized -5.2%
AMSC AMERICAN SUPERCONDUCTOR CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $27.58 Unrealized 0.0%
BP BP PLC 0.0%
Value ($000) $2 Shares 83 Est. Cost $37.95 Unrealized
BLACKROCK LTD DURATION INCOM 0.0%
Value ($000) $2 Shares 171 Est. Cost $16.33 Unrealized
T AT&T INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $15.65 Unrealized +37.5%
BE BLOOM ENERGY CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $12.51 Unrealized +40.1%
PIMCO CORPORATE & INCOME OPP 0.0%
Value ($000) $2 Shares 151 Est. Cost $18.99 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $2 Shares 143 Est. Cost $25.23 Unrealized -37.6%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 100 Est. Cost $21.06 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $2 Shares 28 Est. Cost $145.09 Unrealized -52.7%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $2 Shares 31 Est. Cost $60.70 Unrealized +15.3%
APTV APTIV PLC 0.0%
Value ($000) $2 Shares 32 Est. Cost $61.22 Unrealized 0.0%
SMMT SUMMIT THERAPEUTICS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $19.38 Unrealized 0.0%
HSY HERSHEY CO 0.0%
Value ($000) $2 Shares 10 Est. Cost $172.88 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $2 Shares 3 Est. Cost $539.00 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $2 Shares 21 Est. Cost $212.09 Unrealized -63.8%
RDIV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $2 Shares 32 Est. Cost $36.94 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $81.29 Unrealized +21.4%
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $1 Shares 12 Est. Cost $163.42 Unrealized -27.9%
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $65.61 Unrealized +15.7%
BOIL PROSHARES TR II 0.0%
Value ($000) $1 Shares 24 Est. Cost $55.83 Unrealized
SRVR PACER FDS TR 0.0%
Value ($000) $1 Shares 44 Est. Cost $27.34 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 45 Est. Cost $27.33 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $58.53 Unrealized +29.5%
NUE NUCOR CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $140.88 Unrealized 0.0%
HMC HONDA MOTOR LTD 0.0%
Value ($000) $1 Shares 37 Est. Cost $28.57 Unrealized
WALLBOX NV 0.0%
Value ($000) $1 Shares 2,000 Est. Cost $1.75 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 43 Est. Cost $23.19 Unrealized
AAOI APPLIED OPTOELECTRONICS INC 0.0%
Value ($000) $1 Shares 27 Est. Cost $26.91 Unrealized 0.0%
ZS ZSCALER INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $193.56 Unrealized 0.0%
BBWI BATH & BODY WORKS INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $38.62 Unrealized -17.2%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $1 Shares 10 Est. Cost $113.18 Unrealized -19.2%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $1 Shares 24 Est. Cost $21.59 Unrealized +34.8%
BLDP BALLARD PWR SYS INC NEW 0.0%
Value ($000) $1 Shares 500 Est. Cost $5.16 Unrealized -69.8%
HLN HALEON PLC 0.0%
Value ($000) $1 Shares 85 Est. Cost $9.15 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $1 Shares 59 Est. Cost $19.20 Unrealized -40.1%
VFC V F CORP 0.0%
Value ($000) $1 Shares 36 Est. Cost $13.12 Unrealized +55.2%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $1 Shares 41 Est. Cost $18.89 Unrealized
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
SERV SERVE ROBOTICS INC 0.0%
Value ($000) $1 Shares 48 Est. Cost $10.50 Unrealized 0.0%
DNA GINKGO BIOWORKS HOLDINGS INC 0.0%
Value ($000) $1 Shares 65 Est. Cost $8.57 Unrealized 0.0%
ALLO ALLOGENE THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $4.17 Unrealized -40.9%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $40.32 Unrealized -17.9%
TTD THE TRADE DESK INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $123.72 Unrealized 0.0%
BTCS BTCS INC 0.0%
Value ($000) $1 Shares 204 Est. Cost $1.62 Unrealized +44.8%
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
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $0 Shares 6 Est. Cost $71.25 Unrealized +19.1%
LAC LITHIUM AMERS CORP NEW 0.0%
Value ($000) $0 Shares 150 Est. Cost $3.47 Unrealized 0.0%
PINS PINTEREST INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $39.42 Unrealized -20.3%
HIVE HIVE DIGITAL TECHNOLOGIES LT 0.0%
Value ($000) $0 Shares 144 Est. Cost $2.81 Unrealized +33.5%
ETH GRAYSCALE ETHEREUM MINI TR E 0.0%
Value ($000) $0 Shares 13 Est. Cost $31.54 Unrealized
FTRE FORTREA HLDGS INC 0.0%
Value ($000) $0 Shares 21 Est. Cost $29.59 Unrealized -34.1%
COHR COHERENT CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $42.39 Unrealized +136.0%
STM STMICROELECTRONICS N V 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $185.00 Unrealized
QYLD GLOBAL X FDS 0.0%
Value ($000) $0 Shares 20 Est. Cost $17.70 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $0 Shares 42 Est. Cost $23.81 Unrealized
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $0 Shares 28 Est. Cost $14.12 Unrealized -15.2%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $0 Shares 24 Est. Cost $8.01 Unrealized +16.0%
LAZRQ LUMINAR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 46 Est. Cost $10.57 Unrealized 0.0%
EBAY EBAY INC. 0.0%
Value ($000) $0 Shares 4 Est. Cost $42.68 Unrealized +46.2%
AIM IMMUNOTECH INC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $1.00 Unrealized
MNKD MANNKIND CORP 0.0%
Value ($000) $0 Shares 30 Est. Cost $6.71 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $74.82 Unrealized +25.6%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 1 Est. Cost $74.50 Unrealized
UA UNDER ARMOUR INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $7.21 Unrealized +15.7%
AGG ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $125.00 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $54.00 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $49.00 Unrealized
WYY WIDEPOINT CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $4.32 Unrealized 0.0%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $0 Shares 1 Est. Cost $74.00 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $10.83 Unrealized -36.3%
IUSB ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $46.00 Unrealized
NIKOLA CORP 0.0%
Value ($000) $0 Shares 33 Est. Cost $8.21 Unrealized
IXC ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $42.00 Unrealized
PIEDMONT LITHIUM INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $8.75 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $5.25 Unrealized 0.0%
DVLT WISA TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $1.79 Unrealized 0.0%
LIVEPERSON INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $0.60 Unrealized
ACB AURORA CANNABIS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $3.87 Unrealized +26.8%