AXS Investments LLC Diversified Active

Location: Port Chester, NY

CIK: 0001801467 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 6, 2026

Total Value: $248M (100.0% shares, 0.0% debt)

Holdings (189)

QQQ INVESCO QQQ TRUST 28.9%
Value $71.67M Shares 124,179 Est. Cost $606.74 Unrealized
SPY SS SPDR S&P 500 ETF TRUST 2.5%
Value $6.206M Shares 9,543 Est. Cost $651.88 Unrealized
PLTR PALANTIR TECHNOLOGIE CL A 2.4%
Value $5.862M Shares 40,073 Est. Cost $64.94 Unrealized +137.4%
META META PLATFORMS INC 1.9%
Value $4.615M Shares 8,066 Est. Cost $304.18 Unrealized +115.5%
GOOGL ALPHABET INC CL A 1.9%
Value $4.603M Shares 16,006 Est. Cost $121.21 Unrealized +166.7%
NVDA NVIDIA CORP COM 1.8%
Value $4.51M Shares 25,862 Est. Cost $93.36 Unrealized +99.9%
NFLX NETFLIX COM INC COM 1.8%
Value $4.345M Shares 45,190 Est. Cost $103.97 Unrealized -19.4%
CWB STATE STREET SPDR BLOOMBERG CONV 1.7%
Value $4.264M Shares 46,587 Est. Cost $83.94 Unrealized
REZ ISHARES TR RESIDENTIAL MULT 1.6%
Value $3.982M Shares 47,850 Est. Cost $86.34 Unrealized
USRT ISHARES TR CRE U S REIT ETF 1.6%
Value $3.927M Shares 66,350 Est. Cost $57.69 Unrealized
MSFT MICROSOFT CORP 1.5%
Value $3.833M Shares 10,354 Est. Cost $330.07 Unrealized +31.7%
JAAA JANUS DETROIT STR TR HENDRSON AAA CL 1.5%
Value $3.759M Shares 74,636 Est. Cost $50.66 Unrealized
AAPL APPLE INC 1.4%
Value $3.46M Shares 13,633 Est. Cost $163.17 Unrealized +61.1%
SQQQ PROSHARES TR ULTRAPRO SHORT Q 1.4%
Value $3.436M Shares 42,689 Est. Cost $68.50 Unrealized
MA MASTERCARD INC CL A 1.3%
Value $3.301M Shares 6,606 Est. Cost $363.16 Unrealized +48.4%
MU MICRON TECHNOLOGY INC 1.3%
Value $3.301M Shares 9,770 Est. Cost $88.31 Unrealized +338.3%
ORCL ORACLE CORP 1.3%
Value $3.279M Shares 22,291 Est. Cost $102.29 Unrealized +65.8%
VRT VERTIV HOLDINGS CO COM CL A 1.3%
Value $3.132M Shares 12,500 Est. Cost $73.28 Unrealized +172.7%
IBM INTL BUSINESS MACHINES CORP 1.1%
Value $2.747M Shares 11,332 Est. Cost $112.64 Unrealized +152.1%
HYGH ISHARES U S ETF TR IT RT HDG HGYL 1.0%
Value $2.43M Shares 28,387 Est. Cost $86.20 Unrealized
SRLN STATE STREET BLACKST SENIOR LOAN ETF 1.0%
Value $2.42M Shares 60,287 Est. Cost $41.06 Unrealized
AGZD WISDOMTREE TR INTRST RATE HDGE 1.0%
Value $2.418M Shares 107,225 Est. Cost $22.34 Unrealized
VCSH VANGUARD SCOTTSDALE SHRT-TERM CORP 1.0%
Value $2.414M Shares 30,449 Est. Cost $78.20 Unrealized
VMBS VANGUARD SCOTTSDALE MTG-BKD SECS ETF 1.0%
Value $2.412M Shares 51,370 Est. Cost $46.96 Unrealized
VGSH VANGUARD SCOTTSDALE SHORT TERM TREAS 1.0%
Value $2.409M Shares 41,147 Est. Cost $58.26 Unrealized
VTIP VANGUARD MALVERN FDS STRM INFPROIDX 1.0%
Value $2.407M Shares 48,191 Est. Cost $49.20 Unrealized
SHV ISHARES 0-1 YEAR TREASURY BOND ETF 1.0%
Value $2.407M Shares 21,803 Est. Cost $110.36 Unrealized
AMLP ALPS ETF TR ALERIAN MLP 1.0%
Value $2.379M Shares 45,187 Est. Cost $48.50 Unrealized
PANW PALO ALTO NETWORKS I COM 0.9%
Value $2.29M Shares 14,285 Est. Cost $144.89 Unrealized +18.8%
TSLA TESLA INC 0.9%
Value $2.277M Shares 6,126 Est. Cost $311.47 Unrealized +36.8%
CRM SALESFORCE INC 0.9%
Value $2.187M Shares 11,718 Est. Cost $274.22 Unrealized -21.3%
APP APPLOVIN CORP COM CL A 0.9%
Value $2.129M Shares 5,349 Est. Cost $326.19 Unrealized +55.5%
AVGO BROADCOM INC 0.9%
Value $2.115M Shares 6,834 Est. Cost $230.12 Unrealized +45.2%
ASML ASML HOLDING NV-NY REG SHS 0.8%
Value $1.985M Shares 1,503 Est. Cost $1320.83 Unrealized
AMZN AMAZON.COM INC 0.8%
Value $1.893M Shares 9,087 Est. Cost $148.83 Unrealized +52.4%
UBER UBER TECHNOLOGIES INC 0.8%
Value $1.867M Shares 25,959 Est. Cost $49.42 Unrealized +59.3%
SPOT SPOTIFY COMMON 0.7%
Value $1.802M Shares 3,716 Est. Cost $335.24 Unrealized +48.3%
BRK/B BERKSHIRE HATHAWAY INC 0.7%
Value $1.711M Shares 3,571 Est. Cost $377.25 Unrealized +30.8%
SDS PROSHARES TR ULTRASHT SP500 0.7%
Value $1.665M Shares 22,120 Est. Cost $68.49 Unrealized
MORT VANECK ETF TRUST MORTGAGE REIT 0.7%
Value $1.626M Shares 158,507 Est. Cost $11.17 Unrealized
NOW SERVICENOW INC COM 0.6%
Value $1.503M Shares 14,372 Est. Cost $163.67 Unrealized -26.0%
INTU INTUIT INC 0.6%
Value $1.484M Shares 3,432 Est. Cost $606.67 Unrealized -18.0%
ACN ACCENTURE PLC 0.6%
Value $1.455M Shares 7,336 Est. Cost $340.91 Unrealized -25.7%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.6%
Value $1.453M Shares 4,300 Est. Cost $104.00 Unrealized
SH PROSHARES SHORTT PSHS SHRT S&P500 0.6%
Value $1.403M Shares 37,000 Est. Cost $42.38 Unrealized
TEL TE CONNECTIVITY PLC 0.6%
Value $1.403M Shares 6,711 Est. Cost $146.65 Unrealized +56.7%
PREF PRINCIPAL SPECTRUM PREFERRED AND INCOME 0.6%
Value $1.377M Shares 73,183 Est. Cost $18.70 Unrealized
FTAI FORTRESS TRANS INFRS COM REP LTD LIAB 0.5%
Value $1.347M Shares 5,500 Est. Cost $27.12 Unrealized +898.5%
AMD ADVANCED MICRO DEVICES 0.5%
Value $1.294M Shares 6,359 Est. Cost $108.00 Unrealized +105.3%
ADBE ADOBE INC 0.5%
Value $1.227M Shares 5,049 Est. Cost $602.23 Unrealized -51.9%
CRWD CROWDSTRIKE HLDGS IN CL A 0.5%
Value $1.206M Shares 3,089 Est. Cost $203.53 Unrealized +111.8%
V VISA INC CLASS A 0.5%
Value $1.203M Shares 3,980 Est. Cost $229.19 Unrealized +43.6%
TT TRANE TECHNOLOGIES PLC 0.5%
Value $1.165M Shares 2,795 Est. Cost $392.99 Unrealized +7.4%
SYK STRYKER CORP 0.5%
Value $1.136M Shares 3,457 Est. Cost $340.43 Unrealized +7.1%
GRMN GARMIN LTD 0.4%
Value $1.081M Shares 4,660 Est. Cost $212.87 Unrealized +0.8%
ISRG INTUITIVE SURGICAL INC 0.4%
Value $1.059M Shares 2,298 Est. Cost $419.99 Unrealized +24.0%
LH LABCORP HOLDINGS INC 0.4%
Value $1.03M Shares 3,862 Est. Cost $230.92 Unrealized +17.4%
ADP AUTOMATIC DATA PROCESSING 0.4%
Value $1.009M Shares 4,964 Est. Cost $214.44 Unrealized +12.3%
SNPS SYNOPSYS INC 0.4%
Value $991K Shares 2,499 Est. Cost $420.12 Unrealized +12.3%
CDNS CADENCE DESIGN SYS INC 0.4%
Value $915K Shares 3,294 Est. Cost $184.83 Unrealized +64.1%
KLAC KLA CORPORATION 0.4%
Value $885K Shares 601 Est. Cost $1462.03 Unrealized 0.0%
MELI MERCADOLIBRE INC COM 0.4%
Value $873K Shares 505 Est. Cost $2311.26 Unrealized -10.6%
LRCX LAM RESEARCH CORP 0.4%
Value $869K Shares 4,065 Est. Cost $220.35 Unrealized +2.5%
FIX COMFORT SYS USA INC COM 0.3%
Value $827K Shares 600 Est. Cost $434.87 Unrealized +175.0%
BSX BOSTON SCIENTIFIC CORP 0.3%
Value $801K Shares 12,766 Est. Cost $80.30 Unrealized +6.9%
GEHC GE HEALTHCARE TECHNO COMMON STOCK 0.3%
Value $793K Shares 11,144 Est. Cost $85.29 Unrealized -3.6%
CNH CNH INDUSTRIAL NV 0.3%
Value $761K Shares 69,185 Est. Cost $12.31 Unrealized -7.3%
PFFA ETFIS SER TR I VIRTUS INFRCAP 0.3%
Value $730K Shares 35,836 Est. Cost $21.21 Unrealized
DASH DOORDASH INC CL A 0.3%
Value $722K Shares 4,808 Est. Cost $113.78 Unrealized +72.9%
GVA GRANITE CONSTRUCTION INC 0.3%
Value $719K Shares 6,000 Est. Cost $49.82 Unrealized +152.1%
ABNB AIRBNB INC COM CL A 0.3%
Value $719K Shares 5,693 Est. Cost $156.62 Unrealized -17.4%
HOOD ROBINHOOD MKTS INC COM CL A 0.3%
Value $704K Shares 10,162 Est. Cost $65.29 Unrealized +46.7%
SNOW SNOWLAKE, INC. COM 0.3%
Value $683K Shares 4,530 Est. Cost $316.43 Unrealized -38.5%
JPM JPMORGAN CHASE & CO COM 0.3%
Value $682K Shares 2,318 Est. Cost $147.77 Unrealized +110.7%
ALKS ALKERMES PLC 0.3%
Value $667K Shares 18,850 Est. Cost $32.61 Unrealized -0.8%
NET CLOUDFLARE INC CL A COM 0.3%
Value $645K Shares 3,126 Est. Cost $204.15 Unrealized -10.7%
CAT CATERPILLAR INC 0.3%
Value $640K Shares 904 Est. Cost $346.29 Unrealized +97.6%
JAZZ JAZZ PHARMACEUTICALS PLC 0.2%
Value $619K Shares 3,272 Est. Cost $130.46 Unrealized +29.6%
ADSK AUTODESK INC COM 0.2%
Value $618K Shares 2,581 Est. Cost $272.32 Unrealized -6.8%
FTNT FORTINET INC COM 0.2%
Value $616K Shares 7,541 Est. Cost $62.25 Unrealized +28.5%
GE GENERAL ELECTRIC CO 0.2%
Value $554K Shares 1,951 Est. Cost $167.42 Unrealized +90.1%
UNH UNITEDHEALTH GROUP INC 0.2%
Value $544K Shares 2,011 Est. Cost $396.78 Unrealized -22.2%
EA ELECTRONIC ARTS INC 0.2%
Value $533K Shares 2,616 Est. Cost $201.71 Unrealized +0.4%
SU SUNCOR ENERGY INC NEW 0.2%
Value $503K Shares 7,609 Est. Cost $37.21 Unrealized +39.2%
DDOG DATADOG INC CL A COM 0.2%
Value $500K Shares 4,235 Est. Cost $138.12 Unrealized -10.3%
EBAY EBAY INC COM 0.2%
Value $495K Shares 5,439 Est. Cost $89.32 Unrealized 0.0%
ANET ARISTA NETWORKS INC 0.2%
Value $491K Shares 4,000 Est. Cost $102.77 Unrealized +31.4%
COIN COINBASE GLOBAL INC COM CL A 0.2%
Value $478K Shares 2,735 Est. Cost $235.84 Unrealized -15.0%
RTX RTX CORP 0.2%
Value $469K Shares 2,433 Est. Cost $113.37 Unrealized +73.4%
ROP ROPER TECHNOLOGIES 0.2%
Value $463K Shares 1,309 Est. Cost $491.05 Unrealized -23.0%
WMS ADVANCED DRAINAGE SYSTEMS INC 0.2%
Value $453K Shares 3,300 Est. Cost $149.20 Unrealized +8.0%
EQH EQUITABLE HOLDINGS INC 0.2%
Value $445K Shares 12,000 Est. Cost $32.61 Unrealized +39.9%
RBLX ROBLOX CORP CL A 0.2%
Value $444K Shares 7,850 Est. Cost $68.00 Unrealized +5.5%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value $440K Shares 896 Est. Cost $534.28 Unrealized +7.5%
MSTR STRATEGY INC 0.2%
Value $426K Shares 3,415 Est. Cost $311.49 Unrealized -52.9%
TTWO TAKE-TWO INTERACTIVE SOFTWRE 0.2%
Value $411K Shares 2,081 Est. Cost $249.31 Unrealized -9.8%
WMT WALMART INC 0.2%
Value $406K Shares 3,263 Est. Cost $64.65 Unrealized +88.8%
ABT ABBOTT LABORATORIES 0.2%
Value $397K Shares 3,863 Est. Cost $118.88 Unrealized -2.9%
CPRT COPART INC COM 0.2%
Value $390K Shares 11,752 Est. Cost $49.13 Unrealized -20.3%
CTSH COGNIZANT TECH SOLUTIONS-A 0.1%
Value $359K Shares 5,849 Est. Cost $76.79 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.1%
Value $332K Shares 1,957 Est. Cost $75.69 Unrealized +83.3%
WDAY WORKDAY INC CL A 0.1%
Value $331K Shares 2,551 Est. Cost $245.74 Unrealized -29.8%
BA BOEING CO COM 0.1%
Value $311K Shares 1,564 Est. Cost $195.56 Unrealized +22.0%
DHR DANAHER CORP 0.1%
Value $305K Shares 1,608 Est. Cost $236.73 Unrealized -5.1%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value $295K Shares 1,305 Est. Cost $187.17 Unrealized +20.7%
UNP UNION PACIFIC CORP 0.1%
Value $294K Shares 1,212 Est. Cost $221.12 Unrealized +10.0%
BAC BANK OF AMERICA 0.1%
Value $281K Shares 5,760 Est. Cost $36.69 Unrealized +46.3%
LMT LOCKHEED MARTIN CORP 0.1%
Value $267K Shares 441 Est. Cost $600.88 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.1%
Value $265K Shares 624 Est. Cost $423.81 Unrealized +14.5%
APO APOLLO GLOBAL MGMT INC 0.1%
Value $256K Shares 2,300 Est. Cost $81.05 Unrealized +64.6%
URI UNITED RENTALS INC COM 0.1%
Value $255K Shares 350 Est. Cost $665.35 Unrealized +32.7%
HCA HCA HEALTHCARE INC 0.1%
Value $254K Shares 536 Est. Cost $400.29 Unrealized +24.4%
MDT MEDTRONIC PLC 0.1%
Value $249K Shares 2,876 Est. Cost $91.66 Unrealized +8.6%
PG PROCTER & GAMBLE CO /THE 0.1%
Value $235K Shares 1,629 Est. Cost $140.26 Unrealized +8.2%
LIN LINDE PLC COM 0.1%
Value $224K Shares 451 Est. Cost $373.74 Unrealized +23.1%
NVO NOVO NORDISK A/S-SPONS ADR 0.1%
Value $221K Shares 6,000 Est. Cost $107.19 Unrealized
KO COCA-COLA CO/THE 0.1%
Value $220K Shares 2,888 Est. Cost $54.03 Unrealized +38.4%
WFC WELLS FARGO & COMPANY 0.1%
Value $205K Shares 2,580 Est. Cost $46.64 Unrealized +93.1%
CVX CHEVRON CORP 0.1%
Value $197K Shares 952 Est. Cost $152.26 Unrealized +12.9%
GS GOLDMAN SACHS GROUP INC 0.1%
Value $192K Shares 227 Est. Cost $734.84 Unrealized +26.9%
CVS CVS HEALTH CORP 0.1%
Value $190K Shares 2,650 Est. Cost $67.82 Unrealized +15.0%
MS MORGAN STANLEY COM NEW 0.1%
Value $171K Shares 1,038 Est. Cost $146.45 Unrealized +22.7%
C CITIGROUP INC 0.1%
Value $169K Shares 1,489 Est. Cost $94.11 Unrealized +23.4%
CI CIGNA GROUP/THE 0.1%
Value $167K Shares 627 Est. Cost $293.19 Unrealized -4.3%
PM PHILIP MORRIS INTL INC 0.1%
Value $162K Shares 981 Est. Cost $99.89 Unrealized +76.1%
PEP PEPSICO INC 0.1%
Value $148K Shares 953 Est. Cost $140.43 Unrealized +10.2%
ELV ELEVANCE HEALTH INC 0.1%
Value $146K Shares 500 Est. Cost $308.14 Unrealized +14.1%
AXP AMERICAN EXPRESS CO 0.1%
Value $138K Shares 457 Est. Cost $316.55 Unrealized +12.5%
COR CENCORA INC 0.1%
Value $130K Shares 415 Est. Cost $293.50 Unrealized +20.3%
LLY ELI LILLY & CO 0.1%
Value $130K Shares 141 Est. Cost $742.24 Unrealized +41.1%
TDW TIDEWATER INC 0.1%
Value $125K Shares 1,500 Est. Cost $54.81 Unrealized +16.9%
TTD THE TRADE DESK INC COM CL A 0.0%
Value $113K Shares 5,000 Est. Cost $69.42 Unrealized -55.0%
NEM NEWMONT CORP 0.0%
Value $104K Shares 962 Est. Cost $69.39 Unrealized +70.2%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value $103K Shares 1,283 Est. Cost $78.13 Unrealized +4.9%
JNJ JOHNSON & JOHNSON 0.0%
Value $97,043 Shares 397 Est. Cost $169.51 Unrealized +34.4%
LDOS LEIDOS HOLDINGS INC 0.0%
Value $93,312 Shares 600 Est. Cost $173.36 Unrealized +7.3%
BDX BECTON DICKINSON & CO 0.0%
Value $92,766 Shares 590 Est. Cost $184.06 Unrealized -8.8%
IDXX IDEXX LABORATORIES INC 0.0%
Value $87,093 Shares 155 Est. Cost $606.98 Unrealized +10.4%
FCX FREEPORT-MCMORAN INC 0.0%
Value $82,057 Shares 1,396 Est. Cost $43.20 Unrealized +41.5%
MO ALTRIA GROUP INC 0.0%
Value $77,076 Shares 1,168 Est. Cost $61.42 Unrealized +2.6%
COP CONOCOPHILLIPS 0.0%
Value $75,636 Shares 573 Est. Cost $93.28 Unrealized +10.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $72,790 Shares 1,450 Est. Cost $42.49 Unrealized +3.1%
T AT&T INC 0.0%
Value $72,765 Shares 2,510 Est. Cost $28.07 Unrealized -8.3%
A AGILENT TECHNOLOGIES INC 0.0%
Value $70,440 Shares 618 Est. Cost $120.55 Unrealized +11.8%
CSCO CISCO SYSTEMS INC 0.0%
Value $69,676 Shares 898 Est. Cost $67.38 Unrealized +15.6%
RMD RESMED INC 0.0%
Value $68,691 Shares 306 Est. Cost $272.23 Unrealized -6.0%
SHW SHERWIN-WILLIAMS CO/THE 0.0%
Value $66,995 Shares 209 Est. Cost $351.39 Unrealized +1.1%
ECL ECOLAB INC 0.0%
Value $64,909 Shares 244 Est. Cost $270.32 Unrealized +5.9%
ABBV ABBVIE INC 0.0%
Value $63,507 Shares 292 Est. Cost $201.95 Unrealized +10.2%
VEEV VEEVA SYS INC CL A COM 0.0%
Value $60,778 Shares 346 Est. Cost $281.43 Unrealized -27.5%
AMAT APPLIED MATERIALS INC 0.0%
Value $56,395 Shares 165 Est. Cost $180.78 Unrealized +80.6%
NTRA NATERA INC COM 0.0%
Value $54,397 Shares 272 Est. Cost $158.20 Unrealized +42.8%
PSN PARSONS CORPORATION COM 0.0%
Value $54,170 Shares 1,000 Est. Cost $77.35 Unrealized -12.2%
DXCM DEXCOM INC 0.0%
Value $53,192 Shares 847 Est. Cost $79.14 Unrealized -10.4%
CTVA CORTEVA INC COM 0.0%
Value $49,724 Shares 594 Est. Cost $72.16 Unrealized +0.8%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value $49,109 Shares 852 Est. Cost $63.41 Unrealized -8.3%
MRK MERCK & CO INC 0.0%
Value $49,078 Shares 408 Est. Cost $81.01 Unrealized +41.1%
INTC INTEL CORP 0.0%
Value $47,969 Shares 1,087 Est. Cost $37.76 Unrealized +23.0%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value $47,931 Shares 165 Est. Cost $285.50 Unrealized -4.9%
CL COLGATE-PALMOLIVE CO 0.0%
Value $47,558 Shares 558 Est. Cost $84.64 Unrealized +4.9%
STE STERIS PLC SHS USD 0.0%
Value $46,658 Shares 211 Est. Cost $238.92 Unrealized +6.9%
TMUS T-MOBILE US INC 0.0%
Value $45,997 Shares 219 Est. Cost $236.46 Unrealized -15.3%
HUM HUMANA INC 0.0%
Value $43,694 Shares 252 Est. Cost $261.21 Unrealized -14.4%
WMB WILLIAMS COS INC 0.0%
Value $40,320 Shares 554 Est. Cost $57.82 Unrealized +14.8%
TXN TEXAS INSTRUMENTS INC 0.0%
Value $39,410 Shares 203 Est. Cost $206.27 Unrealized 0.0%
CMCSA COMCAST CORP-CL A 0.0%
Value $38,558 Shares 1,343 Est. Cost $33.16 Unrealized -10.1%
MNST MONSTER BEVERAGE CORP 0.0%
Value $37,752 Shares 521 Est. Cost $62.42 Unrealized +29.2%
VLO VALERO ENERGY CORP 0.0%
Value $34,344 Shares 139 Est. Cost $168.83 Unrealized +12.6%
SLB SLB LTD 0.0%
Value $33,558 Shares 653 Est. Cost $36.06 Unrealized +33.9%
PSX PHILLIPS 66 COM 0.0%
Value $32,792 Shares 180 Est. Cost $126.39 Unrealized +16.4%
MLM MARTIN MARIETTA MATERIALS 0.0%
Value $32,377 Shares 55 Est. Cost $594.66 Unrealized +11.2%
AMGN AMGEN INC COM 0.0%
Value $31,315 Shares 89 Est. Cost $286.59 Unrealized +22.0%
EOG EOG RESOURCES INC 0.0%
Value $30,938 Shares 214 Est. Cost $117.95 Unrealized -4.9%
KMI KINDER MORGAN INC 0.0%
Value $30,110 Shares 898 Est. Cost $26.97 Unrealized +10.3%
MPC MARATHON PETE CORP COM 0.0%
Value $30,034 Shares 123 Est. Cost $174.47 Unrealized +5.9%
NUE NUCOR CORP COM 0.0%
Value $29,254 Shares 173 Est. Cost $140.51 Unrealized +27.0%
VMC VULCAN MATERIALS CO 0.0%
Value $28,047 Shares 103 Est. Cost $283.25 Unrealized +8.3%
COST COSTCO WHOLESALE CORP 0.0%
Value $24,911 Shares 25 Est. Cost $956.70 Unrealized +0.7%
SYY SYSCO CORP COM 0.0%
Value $22,683 Shares 318 Est. Cost $82.24 Unrealized 0.0%
HD HOME DEPOT INC COM 0.0%
Value $19,076 Shares 58 Est. Cost $389.16 Unrealized -3.1%
GEV GE VERNOVA INC COM 0.0%
Value $17,458 Shares 20 Est. Cost $605.52 Unrealized +21.7%
NEE NEXTERA ENERGY INC 0.0%
Value $15,790 Shares 170 Est. Cost $72.21 Unrealized +20.7%
SO SOUTHERN CO COM 0.0%
Value $8,880 Shares 92 Est. Cost $89.54 Unrealized 0.0%
ASTS AST SPACEMOBILE INC COM CL A 0.0%
Value $7,458 Shares 90 Est. Cost $50.79 Unrealized +93.2%
CHTR CHARTER COMMUNICATIO CL A 0.0%
Value $6,476 Shares 30 Est. Cost $302.19 Unrealized -29.3%
SATS ECHOSTAR CORP CL A 0.0%
Value $5,268 Shares 45 Est. Cost $45.28 Unrealized +157.0%
TIGO MILLICOM INT'L CELLLULAR SA 0.0%
Value $2,623 Shares 35 Est. Cost $43.89 Unrealized +39.2%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value $2,099 Shares 302 Est. Cost $4.80 Unrealized +68.3%
TDS TELEPHONE AND DATA SYSTEMS 0.0%
Value $1,347 Shares 32 Est. Cost $44.36 Unrealized 0.0%