AXS Investments LLC Diversified Active

Location: Port Chester, NY

CIK: 0001801467 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: May 13, 2026

Total Value: $290M (100.0% shares, 0.0% debt)

Holdings (196)

QQQ INVESCO QQQ TRUST SERIES 1 26.1%
Value $75.7M Shares 123,226 Est. Cost $606.74 Unrealized
PLTR PALANTIR TECHNOLOGIE CL A 3.0%
Value $8.638M Shares 48,596 Est. Cost $64.94 Unrealized +178.8%
NVDA NVIDIA CORP COM 2.5%
Value $7.305M Shares 39,170 Est. Cost $93.36 Unrealized +99.4%
META META PLATFORMS INC 2.2%
Value $6.476M Shares 9,811 Est. Cost $304.18 Unrealized +119.4%
SPY SPDR S&P 500 ETF TRUST 2.2%
Value $6.314M Shares 9,259 Est. Cost $651.93 Unrealized
GOOGL ALPHABET INC CL A 2.1%
Value $6.006M Shares 19,189 Est. Cost $121.21 Unrealized +135.6%
NFLX NETFLIX COM INC COM 2.0%
Value $5.663M Shares 60,399 Est. Cost $103.97 Unrealized +3.7%
MSFT MICROSOFT CORP 1.8%
Value $5.288M Shares 10,934 Est. Cost $330.07 Unrealized +51.7%
MA MASTERCARD INC CL A 1.6%
Value $4.711M Shares 8,252 Est. Cost $363.16 Unrealized +53.9%
CWB STATE STREET SPDR BLOOMBERG CONV 1.5%
Value $4.501M Shares 50,458 Est. Cost $83.94 Unrealized
ORCL ORACLE CORP 1.5%
Value $4.385M Shares 22,496 Est. Cost $102.29 Unrealized +132.7%
AAPL APPLE INC 1.4%
Value $3.992M Shares 14,685 Est. Cost $163.17 Unrealized +64.5%
REZ ISHARES TR RESIDENTIAL MULT 1.4%
Value $3.983M Shares 48,191 Est. Cost $86.34 Unrealized
USRT ISHARES TR CRE U S REIT ETF 1.3%
Value $3.909M Shares 68,628 Est. Cost $57.69 Unrealized
JAAA JANUS DETROIT STR TR HENDRSON AAA CL 1.3%
Value $3.869M Shares 76,499 Est. Cost $50.66 Unrealized
IBM INTL BUSINESS MACHINES CORP 1.3%
Value $3.82M Shares 12,896 Est. Cost $112.64 Unrealized +165.3%
CRM SALESFORCE INC 1.2%
Value $3.533M Shares 13,336 Est. Cost $274.22 Unrealized -9.5%
TSLA TESLA INC 1.1%
Value $3.051M Shares 6,784 Est. Cost $311.47 Unrealized +42.3%
APP APPLOVIN CORP COM CL A 1.0%
Value $3.04M Shares 4,512 Est. Cost $292.63 Unrealized +115.3%
SQQQ PROSHARES TR ULTRAPRO SHORT Q 1.0%
Value $2.924M Shares 42,689 Est. Cost $68.50 Unrealized
MU MICRON TECHNOLOGY INC 1.0%
Value $2.892M Shares 10,134 Est. Cost $88.31 Unrealized +159.7%
MORT VANECK ETF TRUST MORTGAGE REIT 1.0%
Value $2.801M Shares 266,501 Est. Cost $11.17 Unrealized
INTU INTUIT INC 0.9%
Value $2.587M Shares 3,906 Est. Cost $606.67 Unrealized +8.9%
NOW SERVICENOW INC COM 0.8%
Value $2.462M Shares 16,070 Est. Cost $163.67 Unrealized +4.8%
PANW PALO ALTO NETWORKS I COM 0.8%
Value $2.427M Shares 13,178 Est. Cost $142.60 Unrealized +41.5%
UBER UBER TECHNOLOGIES INC 0.8%
Value $2.387M Shares 29,214 Est. Cost $49.42 Unrealized +82.2%
CRWD CROWDSTRIKE HLDGS IN CL A 0.8%
Value $2.378M Shares 5,073 Est. Cost $203.53 Unrealized +150.2%
SPOT SPOTIFY COMMON 0.8%
Value $2.36M Shares 4,064 Est. Cost $335.24 Unrealized +86.5%
PREF PRINCIPAL SPECTRUM PREFERRED AND INCOME 0.8%
Value $2.348M Shares 123,103 Est. Cost $18.70 Unrealized
ACN ACCENTURE PLC 0.8%
Value $2.314M Shares 8,623 Est. Cost $340.91 Unrealized -25.5%
AMZN AMAZON.COM INC 0.7%
Value $2.131M Shares 9,231 Est. Cost $148.83 Unrealized +53.7%
BRK/B BERKSHIRE HATHAWAY INC 0.7%
Value $2.052M Shares 4,083 Est. Cost $377.25 Unrealized +31.9%
ADBE ADOBE INC 0.7%
Value $2.028M Shares 5,795 Est. Cost $602.23 Unrealized -43.5%
VRT VERTIV HOLDINGS CO COM CL A 0.7%
Value $2.025M Shares 12,500 Est. Cost $73.28 Unrealized +136.9%
ADP AUTOMATIC DATA PROCESSING 0.7%
Value $2.011M Shares 7,817 Est. Cost $214.44 Unrealized +23.5%
SH PROSHARES SHORTT PSHS SHRT S&P500 0.7%
Value $1.982M Shares 55,000 Est. Cost $42.38 Unrealized
AGZD WISDOMTREE TR INTRST RATE HDGE 0.5%
Value $1.583M Shares 70,395 Est. Cost $22.23 Unrealized
TEL TE CONNECTIVITY PLC 0.5%
Value $1.579M Shares 6,942 Est. Cost $146.65 Unrealized +57.7%
HYGH ISHARES U S ETF TR IT RT HDG HGYL 0.5%
Value $1.577M Shares 18,296 Est. Cost $86.53 Unrealized
VGSH VANGUARD SCOTTSDALE SHORT TERM TREAS 0.5%
Value $1.574M Shares 26,794 Est. Cost $58.11 Unrealized
JNK STATE STREET SPDR BLMB HIGH YIELD BOND 0.5%
Value $1.573M Shares 16,183 Est. Cost $97.27 Unrealized
SRLN STATE STREET BLACKST SENIOR LOAN ETF 0.5%
Value $1.573M Shares 38,111 Est. Cost $41.59 Unrealized
VCSH VANGUARD SCOTTSDALE SHRT-TERM CORP 0.5%
Value $1.572M Shares 19,717 Est. Cost $77.62 Unrealized
SHYG ISHARES TR 0-5YR HI YL CP 0.5%
Value $1.572M Shares 36,660 Est. Cost $43.14 Unrealized
JBBB JANUS DETROIT STR TR B-BBB CLO ETF 0.5%
Value $1.569M Shares 32,898 Est. Cost $48.21 Unrealized
VMBS VANGUARD SCOTTSDALE MTG-BKD SECS ETF 0.5%
Value $1.568M Shares 33,311 Est. Cost $46.96 Unrealized
VWOB VANGUARD WHITEHALL F EMERG MKT BD ETF 0.5%
Value $1.568M Shares 23,247 Est. Cost $64.38 Unrealized
AMLP ALPS ETF TR ALERIAN MLP 0.5%
Value $1.567M Shares 33,318 Est. Cost $47.02 Unrealized
VGIT VANGUARD SCOTTSDALE INTER TERM TREAS 0.5%
Value $1.563M Shares 26,081 Est. Cost $60.03 Unrealized
FALN ISHARES TR FALN ANGLS USD 0.5%
Value $1.563M Shares 57,250 Est. Cost $27.14 Unrealized
VCIT VANGUARD SCOTTSDALE INT-TERM CORP 0.5%
Value $1.563M Shares 18,659 Est. Cost $81.94 Unrealized
V VISA INC CLASS A 0.5%
Value $1.561M Shares 4,450 Est. Cost $229.19 Unrealized +48.5%
VTIP VANGUARD MALVERN FDS STRM INFPROIDX 0.5%
Value $1.556M Shares 31,466 Est. Cost $48.81 Unrealized
VCLT VANGUARD SCOTTSDALE LG-TERM COR BD 0.5%
Value $1.537M Shares 20,259 Est. Cost $77.65 Unrealized
VGLT VANGUARD SCOTTSDALE LONG TERM TREAS 0.5%
Value $1.528M Shares 27,384 Est. Cost $56.86 Unrealized
SDS PROSHARES TR ULTRASHT SP500 0.5%
Value $1.515M Shares 22,120 Est. Cost $68.49 Unrealized
AVGO BROADCOM INC 0.5%
Value $1.488M Shares 4,299 Est. Cost $168.77 Unrealized +111.5%
MELI MERCADOLIBRE INC COM 0.5%
Value $1.448M Shares 719 Est. Cost $2311.26 Unrealized -9.1%
AMD ADVANCED MICRO DEVICES 0.5%
Value $1.375M Shares 6,420 Est. Cost $108.00 Unrealized +108.0%
SNPS SYNOPSYS INC 0.5%
Value $1.323M Shares 2,816 Est. Cost $420.12 Unrealized +5.7%
SYK STRYKER CORP 0.5%
Value $1.317M Shares 3,748 Est. Cost $340.43 Unrealized +6.8%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.4%
Value $1.307M Shares 4,300 Est. Cost $104.00 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.4%
Value $1.303M Shares 13,667 Est. Cost $80.30 Unrealized +22.1%
PFFA ETFIS SER TR I VIRTUS INFRCAP 0.4%
Value $1.299M Shares 60,287 Est. Cost $21.21 Unrealized
HOOD ROBINHOOD MKTS INC COM CL A 0.4%
Value $1.298M Shares 11,480 Est. Cost $65.29 Unrealized +99.2%
ISRG INTUITIVE SURGICAL INC 0.4%
Value $1.284M Shares 2,267 Est. Cost $418.61 Unrealized +27.2%
DASH DOORDASH INC CL A 0.4%
Value $1.232M Shares 5,438 Est. Cost $113.78 Unrealized +106.2%
CDNS CADENCE DESIGN SYS INC 0.4%
Value $1.179M Shares 3,772 Est. Cost $184.83 Unrealized +76.5%
SHV ISHARES 0-1 YEAR TREASURY BOND ETF 0.4%
Value $1.135M Shares 10,300 Est. Cost $110.33 Unrealized
SNOW SNOWLAKE, INC. COM 0.4%
Value $1.127M Shares 5,137 Est. Cost $316.43 Unrealized -22.9%
TT TRANE TECHNOLOGIES PLC 0.4%
Value $1.125M Shares 2,890 Est. Cost $392.99 Unrealized +5.2%
FTAI FORTRESS TRANS INFRS COM REP LTD LIAB 0.4%
Value $1.083M Shares 5,500 Est. Cost $27.12 Unrealized +527.7%
LH LABCORP HOLDINGS INC 0.3%
Value $1.01M Shares 4,024 Est. Cost $230.92 Unrealized +14.8%
GRMN GARMIN LTD 0.3%
Value $978K Shares 4,820 Est. Cost $212.87 Unrealized +1.8%
GEHC GE HEALTHCARE TECHNO COMMON STOCK 0.3%
Value $958K Shares 11,679 Est. Cost $85.29 Unrealized -8.7%
ABNB AIRBNB INC COM CL A 0.3%
Value $873K Shares 6,435 Est. Cost $156.62 Unrealized -20.5%
ADSK AUTODESK INC COM 0.3%
Value $873K Shares 2,949 Est. Cost $272.32 Unrealized +11.1%
JPM JPMORGAN CHASE & CO COM 0.3%
Value $797K Shares 2,475 Est. Cost $147.77 Unrealized +109.5%
UNH UNITEDHEALTH GROUP INC 0.3%
Value $795K Shares 2,408 Est. Cost $396.78 Unrealized -15.0%
RBLX ROBLOX CORP CL A 0.2%
Value $724K Shares 8,930 Est. Cost $68.00 Unrealized +56.1%
COIN COINBASE GLOBAL INC COM CL A 0.2%
Value $714K Shares 3,156 Est. Cost $235.84 Unrealized +26.3%
NET CLOUDFLARE INC CL A COM 0.2%
Value $701K Shares 3,558 Est. Cost $204.15 Unrealized +3.6%
GVA GRANITE CONSTRUCTION INC 0.2%
Value $692K Shares 6,000 Est. Cost $49.82 Unrealized +115.7%
GE GENERAL ELECTRIC CO 0.2%
Value $687K Shares 2,231 Est. Cost $167.42 Unrealized +79.7%
FTNT FORTINET INC COM 0.2%
Value $682K Shares 8,587 Est. Cost $62.25 Unrealized +33.2%
ROP ROPER TECHNOLOGIES 0.2%
Value $663K Shares 1,490 Est. Cost $491.05 Unrealized -5.9%
CNH CNH INDUSTRIAL NV 0.2%
Value $660K Shares 71,570 Est. Cost $12.31 Unrealized -18.9%
WDAY WORKDAY INC CL A 0.2%
Value $653K Shares 3,040 Est. Cost $245.74 Unrealized -7.5%
DDOG DATADOG INC CL A COM 0.2%
Value $652K Shares 4,795 Est. Cost $138.12 Unrealized +14.4%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value $623K Shares 1,075 Est. Cost $534.28 Unrealized +5.8%
EA ELECTRONIC ARTS INC 0.2%
Value $613K Shares 3,000 Est. Cost $201.71 Unrealized 0.0%
TTWO TAKE-TWO INTERACTIVE SOFTWRE 0.2%
Value $599K Shares 2,341 Est. Cost $249.31 Unrealized 0.0%
CAT CATERPILLAR INC 0.2%
Value $592K Shares 1,034 Est. Cost $346.29 Unrealized +60.4%
MSTR STRATEGY INC 0.2%
Value $589K Shares 3,875 Est. Cost $311.49 Unrealized -26.1%
ABT ABBOTT LABORATORIES 0.2%
Value $580K Shares 4,627 Est. Cost $118.88 Unrealized +7.1%
JAZZ JAZZ PHARMACEUTICALS PLC 0.2%
Value $575K Shares 3,384 Est. Cost $130.46 Unrealized +17.5%
EQH EQUITABLE HOLDINGS INC 0.2%
Value $572K Shares 12,000 Est. Cost $32.61 Unrealized +44.9%
FIX COMFORT SYS USA INC COM 0.2%
Value $560K Shares 600 Est. Cost $434.87 Unrealized +112.2%
ALKS ALKERMES PLC 0.2%
Value $546K Shares 19,500 Est. Cost $32.61 Unrealized -8.2%
FICO FAIR ISAAC CORP 0.2%
Value $541K Shares 320 Est. Cost $1721.38 Unrealized 0.0%
WMT WALMART INC 0.2%
Value $533K Shares 4,787 Est. Cost $64.65 Unrealized +65.8%
ANET ARISTA NETWORKS INC 0.2%
Value $524K Shares 4,000 Est. Cost $102.77 Unrealized +34.0%
CPRT COPART INC COM 0.2%
Value $518K Shares 13,238 Est. Cost $49.13 Unrealized -15.6%
RTX RTX CORP 0.2%
Value $510K Shares 2,781 Est. Cost $113.37 Unrealized +52.9%
WMS ADVANCED DRAINAGE SYSTEMS INC 0.2%
Value $478K Shares 3,300 Est. Cost $149.20 Unrealized -3.0%
DHR DANAHER CORP 0.2%
Value $441K Shares 1,926 Est. Cost $236.73 Unrealized -7.3%
BA BOEING CO COM 0.1%
Value $388K Shares 1,787 Est. Cost $195.56 Unrealized +5.2%
SPGI S&P GLOBAL INC 0.1%
Value $373K Shares 714 Est. Cost $423.81 Unrealized +16.6%
CRWV COREWEAVE INC COM CL A 0.1%
Value $368K Shares 5,138 Est. Cost $101.39 Unrealized 0.0%
SU SUNCOR ENERGY INC NEW 0.1%
Value $349K Shares 7,871 Est. Cost $37.21 Unrealized +13.6%
PG PROCTER & GAMBLE CO /THE 0.1%
Value $342K Shares 2,389 Est. Cost $140.26 Unrealized +4.9%
XOM EXXON MOBIL CORP 0.1%
Value $340K Shares 2,829 Est. Cost $75.69 Unrealized +52.6%
BAC BANK OF AMERICA 0.1%
Value $338K Shares 6,147 Est. Cost $36.69 Unrealized +43.5%
APO APOLLO GLOBAL MGMT INC 0.1%
Value $333K Shares 2,300 Est. Cost $81.05 Unrealized +63.6%
MDT MEDTRONIC PLC 0.1%
Value $328K Shares 3,410 Est. Cost $91.66 Unrealized +6.0%
UNP UNION PACIFIC CORP 0.1%
Value $321K Shares 1,386 Est. Cost $221.12 Unrealized +2.8%
HCA HCA HEALTHCARE INC 0.1%
Value $318K Shares 681 Est. Cost $400.29 Unrealized +15.8%
NVO NOVO NORDISK A/S-SPONS ADR 0.1%
Value $305K Shares 6,000 Est. Cost $107.19 Unrealized
KO COCA-COLA CO/THE 0.1%
Value $296K Shares 4,238 Est. Cost $54.03 Unrealized +28.4%
ETN EATON CORP PLC 0.1%
Value $290K Shares 910 Est. Cost $330.83 Unrealized +7.1%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value $290K Shares 1,484 Est. Cost $187.17 Unrealized +4.2%
URI UNITED RENTALS INC COM 0.1%
Value $283K Shares 350 Est. Cost $665.35 Unrealized +30.3%
LIN LINDE PLC COM 0.1%
Value $271K Shares 635 Est. Cost $373.74 Unrealized +14.3%
WFC WELLS FARGO & COMPANY 0.1%
Value $254K Shares 2,723 Est. Cost $46.64 Unrealized +85.8%
CVS CVS HEALTH CORP 0.1%
Value $252K Shares 3,174 Est. Cost $67.82 Unrealized +16.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value $239K Shares 272 Est. Cost $734.84 Unrealized +10.7%
PM PHILIP MORRIS INTL INC 0.1%
Value $231K Shares 1,439 Est. Cost $99.89 Unrealized +53.7%
ELV ELEVANCE HEALTH INC 0.1%
Value $210K Shares 599 Est. Cost $308.14 Unrealized +9.3%
CVX CHEVRON CORP 0.1%
Value $210K Shares 1,375 Est. Cost $152.26 Unrealized -0.6%
CI CIGNA GROUP/THE 0.1%
Value $207K Shares 751 Est. Cost $293.19 Unrealized -4.8%
PEP PEPSICO INC 0.1%
Value $200K Shares 1,397 Est. Cost $140.43 Unrealized +3.9%
MS MORGAN STANLEY COM NEW 0.1%
Value $195K Shares 1,101 Est. Cost $146.45 Unrealized +13.7%
LLY ELI LILLY & CO 0.1%
Value $195K Shares 181 Est. Cost $742.24 Unrealized +28.7%
TTD THE TRADE DESK INC COM CL A 0.1%
Value $190K Shares 5,000 Est. Cost $69.42 Unrealized -36.1%
AXP AMERICAN EXPRESS CO 0.1%
Value $185K Shares 501 Est. Cost $316.55 Unrealized +12.8%
C CITIGROUP INC 0.1%
Value $185K Shares 1,583 Est. Cost $94.11 Unrealized +10.1%
COR CENCORA INC 0.1%
Value $168K Shares 497 Est. Cost $293.50 Unrealized +16.1%
IDXX IDEXX LABORATORIES INC 0.0%
Value $137K Shares 203 Est. Cost $606.98 Unrealized +12.2%
BDX BECTON DICKINSON & CO 0.0%
Value $136K Shares 699 Est. Cost $184.06 Unrealized +3.0%
NEM NEWMONT CORP 0.0%
Value $134K Shares 1,341 Est. Cost $69.39 Unrealized +30.0%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value $130K Shares 1,524 Est. Cost $78.13 Unrealized +5.0%
LDOS LEIDOS HOLDINGS INC 0.0%
Value $108K Shares 600 Est. Cost $173.36 Unrealized +9.1%
JNJ JOHNSON & JOHNSON 0.0%
Value $106K Shares 514 Est. Cost $169.51 Unrealized +16.2%
SHW SHERWIN-WILLIAMS CO/THE 0.0%
Value $101K Shares 312 Est. Cost $351.39 Unrealized -4.9%
A AGILENT TECHNOLOGIES INC 0.0%
Value $100K Shares 736 Est. Cost $120.55 Unrealized +19.2%
MO ALTRIA GROUP INC 0.0%
Value $98,887 Shares 1,715 Est. Cost $61.42 Unrealized -3.3%
FCX FREEPORT-MCMORAN INC 0.0%
Value $98,837 Shares 1,946 Est. Cost $43.20 Unrealized +0.3%
T AT&T INC 0.0%
Value $97,721 Shares 3,934 Est. Cost $28.07 Unrealized -9.9%
VEEV VEEVA SYS INC CL A COM 0.0%
Value $95,096 Shares 426 Est. Cost $281.43 Unrealized -5.7%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $94,494 Shares 2,320 Est. Cost $42.49 Unrealized -4.7%
ECL ECOLAB INC 0.0%
Value $89,782 Shares 342 Est. Cost $270.32 Unrealized -1.7%
RMD RESMED INC 0.0%
Value $89,363 Shares 371 Est. Cost $272.23 Unrealized -6.2%
ABBV ABBVIE INC 0.0%
Value $86,141 Shares 377 Est. Cost $201.95 Unrealized +12.7%
HUM HUMANA INC 0.0%
Value $79,913 Shares 312 Est. Cost $261.21 Unrealized +0.0%
CSCO CISCO SYSTEMS INC 0.0%
Value $78,802 Shares 1,023 Est. Cost $67.38 Unrealized +9.5%
COP CONOCOPHILLIPS 0.0%
Value $77,603 Shares 829 Est. Cost $93.28 Unrealized -3.5%
TDW TIDEWATER INC 0.0%
Value $75,765 Shares 1,500 Est. Cost $54.81 Unrealized -3.6%
NTRA NATERA INC COM 0.0%
Value $74,683 Shares 326 Est. Cost $158.20 Unrealized +31.8%
TMUS T-MOBILE US INC 0.0%
Value $70,252 Shares 346 Est. Cost $236.46 Unrealized -10.6%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value $66,911 Shares 1,243 Est. Cost $63.41 Unrealized -10.0%
DXCM DEXCOM INC 0.0%
Value $66,768 Shares 1,006 Est. Cost $79.14 Unrealized -18.3%
CL COLGATE-PALMOLIVE CO 0.0%
Value $65,192 Shares 825 Est. Cost $84.64 Unrealized -7.5%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value $64,719 Shares 262 Est. Cost $285.50 Unrealized -11.9%
STE STERIS PLC SHS USD 0.0%
Value $64,141 Shares 253 Est. Cost $238.92 Unrealized +5.1%
CMCSA COMCAST CORP-CL A 0.0%
Value $63,397 Shares 2,121 Est. Cost $33.16 Unrealized -14.0%
PSN PARSONS CORPORATION COM 0.0%
Value $61,800 Shares 1,000 Est. Cost $77.35 Unrealized +1.2%
MNST MONSTER BEVERAGE CORP 0.0%
Value $58,423 Shares 762 Est. Cost $62.42 Unrealized +14.8%
CTVA CORTEVA INC COM 0.0%
Value $56,238 Shares 839 Est. Cost $72.16 Unrealized -10.6%
MRK MERCK & CO INC 0.0%
Value $55,472 Shares 527 Est. Cost $81.01 Unrealized +15.1%
LRCX LAM RESEARCH CORP 0.0%
Value $55,120 Shares 322 Est. Cost $155.36 Unrealized 0.0%
AMAT APPLIED MATERIALS INC 0.0%
Value $52,426 Shares 204 Est. Cost $180.78 Unrealized +32.5%
MLM MARTIN MARIETTA MATERIALS 0.0%
Value $49,190 Shares 79 Est. Cost $594.66 Unrealized +4.5%
WMB WILLIAMS COS INC 0.0%
Value $48,148 Shares 801 Est. Cost $57.82 Unrealized +3.9%
QCOM QUALCOMM INC 0.0%
Value $46,526 Shares 272 Est. Cost $157.20 Unrealized +8.6%
INTC INTEL CORP 0.0%
Value $45,645 Shares 1,237 Est. Cost $37.76 Unrealized 0.0%
VMC VULCAN MATERIALS CO 0.0%
Value $41,642 Shares 146 Est. Cost $283.25 Unrealized +3.5%
NUE NUCOR CORP COM 0.0%
Value $39,636 Shares 243 Est. Cost $140.51 Unrealized +6.6%
AMGN AMGEN INC COM 0.0%
Value $37,641 Shares 115 Est. Cost $286.59 Unrealized +10.2%
SLB SLB LTD 0.0%
Value $35,809 Shares 933 Est. Cost $36.06 Unrealized 0.0%
KMI KINDER MORGAN INC 0.0%
Value $35,297 Shares 1,284 Est. Cost $26.97 Unrealized -0.2%
PSX PHILLIPS 66 COM 0.0%
Value $33,808 Shares 262 Est. Cost $126.39 Unrealized +6.0%
EOG EOG RESOURCES INC 0.0%
Value $33,603 Shares 320 Est. Cost $117.95 Unrealized -9.1%
KMB KIMBERLY-CLARK CORP 0.0%
Value $32,991 Shares 327 Est. Cost $108.41 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.0%
Value $32,395 Shares 199 Est. Cost $168.83 Unrealized 0.0%
MPC MARATHON PETE CORP COM 0.0%
Value $31,713 Shares 195 Est. Cost $174.47 Unrealized +6.8%
COST COSTCO WHOLESALE CORP 0.0%
Value $26,733 Shares 31 Est. Cost $956.70 Unrealized -5.3%
HD HOME DEPOT INC COM 0.0%
Value $25,119 Shares 73 Est. Cost $389.16 Unrealized -6.3%
GEV GE VERNOVA INC COM 0.0%
Value $16,993 Shares 26 Est. Cost $605.52 Unrealized +0.6%
NEE NEXTERA ENERGY INC 0.0%
Value $15,895 Shares 198 Est. Cost $72.21 Unrealized +14.2%
ASTS AST SPACEMOBILE INC COM CL A 0.0%
Value $10,386 Shares 143 Est. Cost $50.79 Unrealized +40.5%
CHTR CHARTER COMMUNICATIO CL A 0.0%
Value $10,020 Shares 48 Est. Cost $302.19 Unrealized -25.6%
CEG CONSTELLATION ENERGY GROUP 0.0%
Value $9,892 Shares 28 Est. Cost $363.20 Unrealized 0.0%
SATS ECHOSTAR CORP CL A 0.0%
Value $7,935 Shares 73 Est. Cost $45.28 Unrealized +79.8%
FRONTIER COMMUNICATI COM 0.0%
Value $5,063 Shares 133 Est. Cost $37.35 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value $3,621 Shares 466 Est. Cost $4.80 Unrealized +71.5%
TIGO MILLICOM INT'L CELLLULAR SA 0.0%
Value $3,437 Shares 62 Est. Cost $43.89 Unrealized +14.7%