BELLEVUE ASSET MANAGEMENT, LLC Diversified Active

CIK: 0001801619 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 26, 2024

Total Value ($000): $176,174 (100.0% shares, 0.0% debt)

Holdings (457)

MSFT MICROSOFT CORP 35.0%
Value ($000) $61,653 Shares 146,543 Est. Cost $208.37 Unrealized +91.6%
AAPL APPLE INC 5.7%
Value ($000) $9,963 Shares 58,102 Est. Cost $95.17 Unrealized +89.4%
FIXD FIRST TR EXCHNG TRADED FD VI 4.9%
Value ($000) $8,604 Shares 197,341 Est. Cost $43.98 Unrealized
FNX FIRST TR MID CAP CORE ALPHAD 4.6%
Value ($000) $8,019 Shares 70,732 Est. Cost $88.45 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 4.2%
Value ($000) $7,367 Shares 230,306 Est. Cost $28.61 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 4.1%
Value ($000) $7,220 Shares 128,546 Est. Cost $49.97 Unrealized
SBUX STARBUCKS CORP 3.7%
Value ($000) $6,521 Shares 71,354 Est. Cost $74.48 Unrealized +19.0%
COST COSTCO WHSL CORP NEW 2.9%
Value ($000) $5,153 Shares 7,034 Est. Cost $271.59 Unrealized +160.2%
JIRE JP MORGAN EXCHANGE TRADED F 2.4%
Value ($000) $4,192 Shares 66,936 Est. Cost $58.86 Unrealized
AMZN AMAZON COM INC 2.3%
Value ($000) $4,132 Shares 22,908 Est. Cost $127.75 Unrealized +30.7%
VGT VANGUARD WORLD FDS 1.9%
Value ($000) $3,294 Shares 6,283 Est. Cost $252.00 Unrealized
JEPI JP MORGAN EXCHANGE TRADED F 1.7%
Value ($000) $2,998 Shares 51,820 Est. Cost $55.26 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 1.6%
Value ($000) $2,802 Shares 46,994 Est. Cost $52.58 Unrealized
JEPQ JP MORGAN EXCHANGE TRADED F 1.2%
Value ($000) $2,106 Shares 38,822 Est. Cost $50.09 Unrealized
ABT ABBOTT LABS 0.9%
Value ($000) $1,526 Shares 13,425 Est. Cost $90.62 Unrealized +22.2%
PWRD TCW TRANSFORM ETF TRUST 0.8%
Value ($000) $1,445 Shares 21,121 Est. Cost $57.84 Unrealized
AMGN AMGEN INC 0.8%
Value ($000) $1,437 Shares 5,055 Est. Cost $182.69 Unrealized +51.1%
GOOGL ALPHABET INC 0.8%
Value ($000) $1,437 Shares 9,518 Est. Cost $107.77 Unrealized +31.7%
ADBE ADOBE INC 0.7%
Value ($000) $1,242 Shares 2,462 Est. Cost $294.23 Unrealized +94.8%
GOOG ALPHABET INC 0.7%
Value ($000) $1,216 Shares 7,986 Est. Cost $108.49 Unrealized +32.1%
VCR VANGUARD WORLD FDS 0.7%
Value ($000) $1,161 Shares 3,655 Est. Cost $189.51 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $1,080 Shares 5,391 Est. Cost $100.90 Unrealized +72.1%
VHT VANGUARD WORLD FDS 0.6%
Value ($000) $1,029 Shares 3,802 Est. Cost $191.76 Unrealized
INTC INTEL CORP 0.6%
Value ($000) $980 Shares 22,196 Est. Cost $48.92 Unrealized -10.0%
LMBS FIRST TR EXCHANGE- TRADED FD 0.5%
Value ($000) $849 Shares 17,606 Est. Cost $49.79 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $810 Shares 1,549 Est. Cost $366.47 Unrealized
WRB BERKLEY W R CORP 0.5%
Value ($000) $796 Shares 9,000 Est. Cost $29.62 Unrealized +73.6%
SCHD SCHWAB STRATEGIC TR 0.5%
Value ($000) $793 Shares 9,840 Est. Cost $58.68 Unrealized
FNDB SCHWAB STRATEGIC TR 0.4%
Value ($000) $704 Shares 10,624 Est. Cost $42.14 Unrealized
CSCO CISCO SYS INC 0.4%
Value ($000) $645 Shares 12,931 Est. Cost $38.19 Unrealized +23.6%
V VISA INC 0.4%
Value ($000) $643 Shares 2,304 Est. Cost $177.09 Unrealized +53.8%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $615 Shares 2,365 Est. Cost $168.79 Unrealized
JPUS JP MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $614 Shares 5,484 Est. Cost $82.33 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $593 Shares 1,547 Est. Cost $194.69 Unrealized +79.0%
DINT DAVIS FUNDAMENTAL ETF TR 0.3%
Value ($000) $516 Shares 26,735 Est. Cost $18.47 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $496 Shares 2,823 Est. Cost $221.47 Unrealized -11.8%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $489 Shares 3,017 Est. Cost $105.71 Unrealized +41.8%
LAM RESEARCH CORP 0.3%
Value ($000) $485 Shares 499 Est. Cost $291.67 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $469 Shares 8,656 Est. Cost $45.35 Unrealized +1.8%
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value ($000) $460 Shares 20,000 Est. Cost $21.58 Unrealized -1.3%
DVY ISHARES TR 0.3%
Value ($000) $444 Shares 3,608 Est. Cost $105.81 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.2%
Value ($000) $423 Shares 10,016 Est. Cost $39.60 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $390 Shares 927 Est. Cost $212.55 Unrealized +85.1%
PCAR PACCAR INC 0.2%
Value ($000) $384 Shares 3,098 Est. Cost $44.64 Unrealized +125.8%
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $369 Shares 5,100 Est. Cost $135.51 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $356 Shares 2,035 Est. Cost $115.38 Unrealized +36.3%
LUV SOUTHWEST AIRLS CO 0.2%
Value ($000) $356 Shares 12,200 Est. Cost $44.70 Unrealized -33.7%
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $341 Shares 5,500 Est. Cost $65.19 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $324 Shares 359 Est. Cost $19.03 Unrealized +280.7%
FXR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $323 Shares 4,428 Est. Cost $45.14 Unrealized
KLAC KLA CORP 0.2%
Value ($000) $318 Shares 455 Est. Cost $157.00 Unrealized +302.5%
NKE NIKE INC 0.2%
Value ($000) $315 Shares 3,347 Est. Cost $88.07 Unrealized +11.1%
BAC BK OF AMERICA CORP 0.2%
Value ($000) $305 Shares 8,054 Est. Cost $27.70 Unrealized +18.4%
DIS DISNEY WALT CO 0.2%
Value ($000) $301 Shares 2,460 Est. Cost $134.67 Unrealized -24.0%
IYF ISHARES TR 0.2%
Value ($000) $284 Shares 2,974 Est. Cost $110.72 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $262 Shares 2,825 Est. Cost $87.77 Unrealized
BA BOEING CO 0.1%
Value ($000) $262 Shares 1,355 Est. Cost $341.96 Unrealized -39.9%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $260 Shares 1,641 Est. Cost $114.29 Unrealized +31.5%
FISV FISERV INC 0.1%
Value ($000) $246 Shares 1,540 Est. Cost $110.41 Unrealized +31.9%
FDX FEDEX CORP 0.1%
Value ($000) $232 Shares 802 Est. Cost $138.68 Unrealized +72.9%
JPIN JP MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $227 Shares 4,038 Est. Cost $56.24 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $227 Shares 1,339 Est. Cost $83.06 Unrealized +78.8%
QLV FLEXSHARES TR 0.1%
Value ($000) $219 Shares 3,589 Est. Cost $45.36 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $211 Shares 1,741 Est. Cost $95.50 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $208 Shares 2,273 Est. Cost $59.98 Unrealized +41.6%
NFLX NETFLIX INC 0.1%
Value ($000) $203 Shares 335 Est. Cost $30.70 Unrealized +83.6%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $199 Shares 2,837 Est. Cost $45.94 Unrealized +50.0%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $197 Shares 1,247 Est. Cost $88.59 Unrealized +56.9%
KO COCA COLA CO 0.1%
Value ($000) $187 Shares 3,057 Est. Cost $45.26 Unrealized +25.3%
ORCL ORACLE CORP 0.1%
Value ($000) $184 Shares 1,461 Est. Cost $50.17 Unrealized +123.9%
TSBK TIMBERLAND BANCORP INC 0.1%
Value ($000) $172 Shares 6,400 Est. Cost $24.54 Unrealized +4.7%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $172 Shares 1,156 Est. Cost $126.21 Unrealized +8.1%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $169 Shares 350 Est. Cost $278.68 Unrealized +62.4%
PPA INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $165 Shares 1,629 Est. Cost $68.51 Unrealized
DE DEERE & CO 0.1%
Value ($000) $164 Shares 400 Est. Cost $145.71 Unrealized +155.7%
DHR DANAHER CORPORATION 0.1%
Value ($000) $159 Shares 636 Est. Cost $122.98 Unrealized +96.3%
LLY ELI LILLY & CO 0.1%
Value ($000) $156 Shares 200 Est. Cost $107.55 Unrealized +553.2%
MO ALTRIA GROUP INC 0.1%
Value ($000) $155 Shares 3,552 Est. Cost $28.94 Unrealized +23.3%
FDL FIRST TR MORNINGSTAR DIVID L 0.1%
Value ($000) $154 Shares 3,994 Est. Cost $32.51 Unrealized
FXG FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $153 Shares 2,232 Est. Cost $50.28 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $147 Shares 520 Est. Cost $175.63 Unrealized +58.3%
PTF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $142 Shares 2,478 Est. Cost $55.06 Unrealized
AIVL WISDOMTREE TR 0.1%
Value ($000) $139 Shares 1,365 Est. Cost $92.36 Unrealized
EXR EXTRA SPACE STORAGE INC 0.1%
Value ($000) $138 Shares 939 Est. Cost $121.22 Unrealized +10.6%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $135 Shares 654 Est. Cost $53.00 Unrealized +240.3%
GIS GENERAL MLS INC 0.1%
Value ($000) $134 Shares 1,917 Est. Cost $42.97 Unrealized +41.0%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $129 Shares 620 Est. Cost $93.63 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $123 Shares 484 Est. Cost $101.61 Unrealized +118.5%
META META PLATFORMS INC 0.1%
Value ($000) $120 Shares 248 Est. Cost $225.33 Unrealized +96.7%
IYE ISHARES TR 0.1%
Value ($000) $115 Shares 2,319 Est. Cost $25.45 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $110 Shares 600 Est. Cost $124.29 Unrealized
ITA ISHARES TR 0.1%
Value ($000) $106 Shares 804 Est. Cost $157.25 Unrealized
CI THE CIGNA GROUP 0.1%
Value ($000) $105 Shares 288 Est. Cost $169.40 Unrealized +87.6%
PRN INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $104 Shares 746 Est. Cost $68.45 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $102 Shares 900 Est. Cost $62.82 Unrealized +58.2%
IVV ISHARES TR 0.1%
Value ($000) $97 Shares 185 Est. Cost $322.73 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $96 Shares 1,141 Est. Cost $80.07 Unrealized
NOK NOKIA CORP 0.1%
Value ($000) $96 Shares 27,047 Est. Cost $3.44 Unrealized
HRL HORMEL FOODS CORP 0.1%
Value ($000) $96 Shares 2,737 Est. Cost $36.46 Unrealized -18.4%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $92 Shares 1,066 Est. Cost $87.09 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $92 Shares 1,939 Est. Cost $31.59 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $90 Shares 261 Est. Cost $178.42 Unrealized +98.8%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $89 Shares 650 Est. Cost $85.74 Unrealized +51.4%
UNP UNION PAC CORP 0.1%
Value ($000) $88 Shares 359 Est. Cost $151.23 Unrealized +55.8%
HSY HERSHEY CO 0.0%
Value ($000) $88 Shares 450 Est. Cost $128.44 Unrealized +41.8%
BMVP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $87 Shares 1,920 Est. Cost $57.63 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $87 Shares 2,076 Est. Cost $40.66 Unrealized -11.6%
PFE PFIZER INC 0.0%
Value ($000) $84 Shares 3,025 Est. Cost $27.08 Unrealized -9.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $83 Shares 1,432 Est. Cost $17.13 Unrealized +220.8%
MRK MERCK & CO INC 0.0%
Value ($000) $82 Shares 624 Est. Cost $67.55 Unrealized +71.4%
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $80 Shares 6,769 Est. Cost $15.02 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $79 Shares 1,386 Est. Cost $56.73 Unrealized
NORDSTROM INC 0.0%
Value ($000) $77 Shares 3,800 Est. Cost $39.49 Unrealized
PSA PUBLIC STORAGE 0.0%
Value ($000) $75 Shares 260 Est. Cost $170.95 Unrealized +55.1%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $75 Shares 2,089 Est. Cost $23.11 Unrealized +38.1%
SO SOUTHERN CO 0.0%
Value ($000) $75 Shares 1,045 Est. Cost $48.88 Unrealized +32.5%
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $75 Shares 525 Est. Cost $142.22 Unrealized
MINT PIMCO ETF TR 0.0%
Value ($000) $74 Shares 735 Est. Cost $102.04 Unrealized
PFI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $73 Shares 1,472 Est. Cost $38.74 Unrealized
VAW VANGUARD WORLD FDS 0.0%
Value ($000) $72 Shares 350 Est. Cost $133.33 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $71 Shares 716 Est. Cost $40.97 Unrealized +118.6%
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $69 Shares 1,556 Est. Cost $43.69 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $64 Shares 806 Est. Cost $56.62 Unrealized +25.1%
PTH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $64 Shares 1,452 Est. Cost $54.39 Unrealized
JHML JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $64 Shares 983 Est. Cost $41.54 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $63 Shares 700 Est. Cost $60.05 Unrealized +35.4%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $63 Shares 138 Est. Cost $323.71 Unrealized +28.5%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $63 Shares 150 Est. Cost $186.36 Unrealized +99.8%
MAS MASCO CORP 0.0%
Value ($000) $61 Shares 773 Est. Cost $41.05 Unrealized +69.9%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $60 Shares 122 Est. Cost $237.90 Unrealized +105.5%
VOO VANGARD INDEX FDS 0.0%
Value ($000) $60 Shares 125 Est. Cost $332.39 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $60 Shares 235 Est. Cost $165.56 Unrealized +43.6%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $60 Shares 2,876 Est. Cost $10.25 Unrealized +65.7%
COLB COLUMBIA BKG SYS INC 0.0%
Value ($000) $60 Shares 3,087 Est. Cost $28.83 Unrealized -36.2%
OKE ONEOK INC NEW 0.0%
Value ($000) $59 Shares 737 Est. Cost $43.62 Unrealized +53.0%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $58 Shares 391 Est. Cost $102.21 Unrealized
PSL INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $57 Shares 580 Est. Cost $73.95 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $57 Shares 265 Est. Cost $181.30 Unrealized +11.6%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $56 Shares 97 Est. Cost $298.40 Unrealized +86.9%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $56 Shares 163 Est. Cost $181.25 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $56 Shares 574 Est. Cost $72.59 Unrealized +21.9%
LIN LINDE PLC 0.0%
Value ($000) $55 Shares 119 Est. Cost $322.30 Unrealized +31.0%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $55 Shares 400 Est. Cost $115.73 Unrealized +21.8%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $55 Shares 57 Est. Cost $479.29 Unrealized +97.3%
COHEN & STEERS INFRASTRUCTUR 0.0%
Value ($000) $54 Shares 2,293 Est. Cost $26.06 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $54 Shares 637 Est. Cost $47.96 Unrealized +60.0%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $53 Shares 205 Est. Cost $200.00 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $52 Shares 1,173 Est. Cost $40.77 Unrealized -5.2%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $52 Shares 400 Est. Cost $110.03 Unrealized +3.7%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $51 Shares 420 Est. Cost $69.56 Unrealized +73.5%
WAFD WAFD INC 0.0%
Value ($000) $50 Shares 1,735 Est. Cost $26.14 Unrealized +2.4%
GNW GENWORTH FINL INC 0.0%
Value ($000) $50 Shares 7,819 Est. Cost $3.83 Unrealized +63.6%
O REALTY INCOME CORP 0.0%
Value ($000) $50 Shares 928 Est. Cost $54.71 Unrealized -11.1%
ETF SER SOLUTIONS 0.0%
Value ($000) $49 Shares 2,058 Est. Cost $23.61 Unrealized
T AT&T INC 0.0%
Value ($000) $49 Shares 2,780 Est. Cost $18.37 Unrealized -15.0%
ARW ARROW ELECTRS INC 0.0%
Value ($000) $48 Shares 372 Est. Cost $79.53 Unrealized +47.2%
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $48 Shares 2,759 Est. Cost $19.86 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $47 Shares 825 Est. Cost $39.49 Unrealized
LRGF ISHARES TR 0.0%
Value ($000) $47 Shares 872 Est. Cost $35.07 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $46 Shares 395 Est. Cost $52.07 Unrealized +88.4%
IJH ISHARES TR 0.0%
Value ($000) $46 Shares 750 Est. Cost $89.59 Unrealized
CM CANADIAN IMPERIAL BK COMM TO 0.0%
Value ($000) $44 Shares 870 Est. Cost $38.73 Unrealized +13.7%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $44 Shares 600 Est. Cost $53.65 Unrealized +34.2%
DGRO ISHARES TR 0.0%
Value ($000) $44 Shares 750 Est. Cost $45.89 Unrealized
PXF INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $43 Shares 875 Est. Cost $42.62 Unrealized
TXT TEXTRON INC 0.0%
Value ($000) $43 Shares 447 Est. Cost $45.95 Unrealized +88.0%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $42 Shares 1,696 Est. Cost $19.10 Unrealized +20.3%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $31.00 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $41 Shares 1,397 Est. Cost $27.71 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $41 Shares 233 Est. Cost $103.75 Unrealized +52.2%
COR CENCORA INC 0.0%
Value ($000) $40 Shares 166 Est. Cost $71.20 Unrealized +218.0%
GSK GSK PLC 0.0%
Value ($000) $40 Shares 932 Est. Cost $30.04 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $40 Shares 223 Est. Cost $104.19 Unrealized +51.3%
IAU ISHARES GOLD TR 0.0%
Value ($000) $39 Shares 931 Est. Cost $33.30 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $39 Shares 106 Est. Cost $123.39 Unrealized +152.1%
DDWM WISDOMTREE TR 0.0%
Value ($000) $38 Shares 1,105 Est. Cost $30.41 Unrealized
XAR SPDR SER TR 0.0%
Value ($000) $37 Shares 266 Est. Cost $110.32 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $37 Shares 298 Est. Cost $70.68 Unrealized +62.2%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $36 Shares 75 Est. Cost $315.85 Unrealized +41.2%
PEZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $36 Shares 369 Est. Cost $53.52 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $36 Shares 218 Est. Cost $120.43 Unrealized
PYZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $35 Shares 377 Est. Cost $62.71 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $34 Shares 531 Est. Cost $55.54 Unrealized +11.8%
FAST FASTENAL CO 0.0%
Value ($000) $34 Shares 435 Est. Cost $15.39 Unrealized +120.8%
CSX CSX CORP 0.0%
Value ($000) $33 Shares 900 Est. Cost $27.90 Unrealized +27.1%
ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.0%
Value ($000) $33 Shares 10,335 Est. Cost $28.54 Unrealized -86.4%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $33 Shares 143 Est. Cost $164.29 Unrealized
DIVO AMPLIFY ETF TR 0.0%
Value ($000) $32 Shares 818 Est. Cost $36.25 Unrealized
NDAQ NASDAQ INC 0.0%
Value ($000) $32 Shares 504 Est. Cost $47.77 Unrealized +18.1%
KARS KRANESHARES TR 0.0%
Value ($000) $31 Shares 1,399 Est. Cost $23.83 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $31 Shares 500 Est. Cost $93.52 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $30 Shares 515 Est. Cost $43.72 Unrealized
LNTH LANTHEUS HLDGS INC 0.0%
Value ($000) $30 Shares 475 Est. Cost $26.12 Unrealized +125.3%
DOW DOW INC 0.0%
Value ($000) $29 Shares 502 Est. Cost $36.70 Unrealized +33.4%
PFF ISHARES TR 0.0%
Value ($000) $29 Shares 902 Est. Cost $37.27 Unrealized
COHEN & STEERS QUALITY INCOM 0.0%
Value ($000) $29 Shares 2,390 Est. Cost $15.42 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $29 Shares 186 Est. Cost $100.68 Unrealized +14.5%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $28 Shares 418 Est. Cost $46.02 Unrealized +25.2%
HDV ISHARES TR 0.0%
Value ($000) $28 Shares 250 Est. Cost $98.67 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $27 Shares 922 Est. Cost $25.47 Unrealized
MDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $27 Shares 1,713 Est. Cost $18.55 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $27 Shares 150 Est. Cost $135.00 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $26 Shares 600 Est. Cost $48.69 Unrealized -12.3%
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $26 Shares 384 Est. Cost $42.67 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $25 Shares 121 Est. Cost $184.54 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $25 Shares 138 Est. Cost $123.19 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $25 Shares 686 Est. Cost $22.90 Unrealized +43.2%
LIT GLOBAL X FDS 0.0%
Value ($000) $25 Shares 554 Est. Cost $27.29 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $25 Shares 200 Est. Cost $95.00 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $25 Shares 324 Est. Cost $62.22 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $25 Shares 425 Est. Cost $39.51 Unrealized +26.9%
FG F&G ANNUITIES & LIFE INC 0.0%
Value ($000) $24 Shares 600 Est. Cost $18.69 Unrealized +113.7%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $24 Shares 192 Est. Cost $83.33 Unrealized
PUI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $24 Shares 715 Est. Cost $34.04 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $24 Shares 158 Est. Cost $167.55 Unrealized
HYS PIMCO ETF TR 0.0%
Value ($000) $22 Shares 240 Est. Cost $100.00 Unrealized
PGF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $22 Shares 1,430 Est. Cost $18.88 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $21 Shares 335 Est. Cost $34.14 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $21 Shares 70 Est. Cost $166.51 Unrealized +71.2%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $21 Shares 289 Est. Cost $37.84 Unrealized +69.8%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $20 Shares 300 Est. Cost $40.69 Unrealized +7.2%
TOTL SSGA ACTIVE ETF TR 0.0%
Value ($000) $20 Shares 506 Est. Cost $45.81 Unrealized
IPGP IPG PHOTONICS CORP 0.0%
Value ($000) $20 Shares 220 Est. Cost $89.69 Unrealized +4.7%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $19 Shares 101 Est. Cost $103.67 Unrealized +66.4%
XBI SPDR SER TR 0.0%
Value ($000) $19 Shares 200 Est. Cost $94.53 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $19 Shares 210 Est. Cost $73.75 Unrealized +11.5%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $18 Shares 280 Est. Cost $64.47 Unrealized
YYY AMPLIFY ETF TR 0.0%
Value ($000) $17 Shares 1,450 Est. Cost $16.71 Unrealized
BHP BHP GROUP LTD 0.0%
Value ($000) $17 Shares 297 Est. Cost $63.41 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $17 Shares 1,047 Est. Cost $20.33 Unrealized -20.0%
FDD FIRST TR STOXX EUROPEAN SELE 0.0%
Value ($000) $17 Shares 1,446 Est. Cost $13.98 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $17 Shares 260 Est. Cost $318.19 Unrealized -79.1%
WESTERN ASSET EMERGING MKTS 0.0%
Value ($000) $17 Shares 1,757 Est. Cost $11.82 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $16 Shares 433 Est. Cost $29.42 Unrealized +10.0%
BOTZ GLOBAL X FDS 0.0%
Value ($000) $16 Shares 502 Est. Cost $21.85 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $16 Shares 167 Est. Cost $65.16 Unrealized +33.8%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $15 Shares 200 Est. Cost $85.00 Unrealized
IVOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $15 Shares 150 Est. Cost $95.67 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $15 Shares 150 Est. Cost $97.73 Unrealized
EMN EASTMAN CHEM CO 0.0%
Value ($000) $15 Shares 150 Est. Cost $61.58 Unrealized +32.3%
WESTERN ASSET GBL HIGH INC F 0.0%
Value ($000) $14 Shares 2,048 Est. Cost $8.43 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $14 Shares 278 Est. Cost $38.75 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $14 Shares 100 Est. Cost $39.81 Unrealized +208.2%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $14 Shares 100 Est. Cost $110.00 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $13 Shares 105 Est. Cost $49.44 Unrealized +117.7%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $13 Shares 208 Est. Cost $67.32 Unrealized -17.7%
SLV ISHARES SILVER TR 0.0%
Value ($000) $13 Shares 568 Est. Cost $18.75 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $13 Shares 352 Est. Cost $24.85 Unrealized +26.9%
F FORD MTR CO DEL 0.0%
Value ($000) $13 Shares 947 Est. Cost $10.38 Unrealized +3.0%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $12 Shares 110 Est. Cost $92.08 Unrealized
BUG GLOBAL X FDS 0.0%
Value ($000) $12 Shares 397 Est. Cost $27.24 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $12 Shares 44 Est. Cost $170.66 Unrealized +37.6%
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $11 Shares 130 Est. Cost $84.41 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $11 Shares 53 Est. Cost $245.59 Unrealized -24.2%
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $10 Shares 90 Est. Cost $88.89 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $10 Shares 245 Est. Cost $41.65 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $10 Shares 167 Est. Cost $53.45 Unrealized
MMM 3M CO 0.0%
Value ($000) $10 Shares 93 Est. Cost $110.99 Unrealized -28.6%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $10 Shares 22 Est. Cost $444.00 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $9 Shares 75 Est. Cost $86.62 Unrealized +35.9%
GBTC GRAYSCALE BITCOIN TR BTC 0.0%
Value ($000) $9 Shares 145 Est. Cost $63.17 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $9 Shares 200 Est. Cost $38.78 Unrealized +4.2%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $9 Shares 75 Est. Cost $67.37 Unrealized +46.3%
TIP ISHARES TR 0.0%
Value ($000) $9 Shares 80 Est. Cost $116.67 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $9 Shares 140 Est. Cost $65.17 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $9 Shares 125 Est. Cost $52.57 Unrealized +26.6%
EFA ISHARES TR 0.0%
Value ($000) $8 Shares 103 Est. Cost $69.53 Unrealized
PAVE GLOBAL X FDS 0.0%
Value ($000) $8 Shares 203 Est. Cost $27.50 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $8 Shares 92 Est. Cost $44.01 Unrealized +36.8%
HYG ISHARES TR 0.0%
Value ($000) $8 Shares 100 Est. Cost $90.00 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $8 Shares 705 Est. Cost $36.41 Unrealized -60.4%
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $8 Shares 75 Est. Cost $73.33 Unrealized
CPRT COPART INC 0.0%
Value ($000) $7 Shares 129 Est. Cost $35.43 Unrealized +45.1%
HNDL STRATEGY SHS 0.0%
Value ($000) $7 Shares 350 Est. Cost $24.41 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $7 Shares 6 Est. Cost $419.69 Unrealized +137.7%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $7 Shares 148 Est. Cost $55.42 Unrealized
GLW CORNING INC 0.0%
Value ($000) $7 Shares 221 Est. Cost $24.73 Unrealized +23.2%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $7 Shares 818 Est. Cost $18.55 Unrealized -48.0%
PXI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $7 Shares 144 Est. Cost $28.04 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $7 Shares 153 Est. Cost $54.25 Unrealized
VNT VONTIER CORPORATION 0.0%
Value ($000) $7 Shares 154 Est. Cost $31.42 Unrealized +24.1%
BANR BANNER CORP 0.0%
Value ($000) $7 Shares 142 Est. Cost $43.71 Unrealized -0.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $7 Shares 50 Est. Cost $136.06 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $7 Shares 72 Est. Cost $55.56 Unrealized
EWY ISHARES INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $60.00 Unrealized
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $7 Shares 65 Est. Cost $54.63 Unrealized +61.1%
BN BROOKFIELD CORP 0.0%
Value ($000) $7 Shares 158 Est. Cost $21.85 Unrealized +21.9%
PID INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $6 Shares 350 Est. Cost $17.01 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $6 Shares 62 Est. Cost $29.19 Unrealized +211.6%
WING WINGSTOP INC 0.0%
Value ($000) $6 Shares 17 Est. Cost $132.05 Unrealized +135.6%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $6 Shares 142 Est. Cost $55.24 Unrealized -32.3%
ABBV ABBVIE INC 0.0%
Value ($000) $6 Shares 33 Est. Cost $105.27 Unrealized +53.9%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $6 Shares 51 Est. Cost $74.88 Unrealized +20.0%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $6 Shares 28 Est. Cost $104.04 Unrealized +88.1%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $6 Shares 61 Est. Cost $84.94 Unrealized +1.3%
HEI/A HEICO CORP NEW 0.0%
Value ($000) $6 Shares 38 Est. Cost $109.21 Unrealized +35.3%
ONTO ONTO INNOVATION INC 0.0%
Value ($000) $6 Shares 32 Est. Cost $40.09 Unrealized +321.3%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $6 Shares 106 Est. Cost $25.31 Unrealized +89.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $6 Shares 21 Est. Cost $212.08 Unrealized +16.8%
BP BP PLC 0.0%
Value ($000) $6 Shares 150 Est. Cost $27.23 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $6 Shares 5 Est. Cost $31.01 Unrealized +125.5%
MBC MASTERBRAND INC 0.0%
Value ($000) $6 Shares 300 Est. Cost $8.19 Unrealized +93.5%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $6 Shares 68 Est. Cost $43.48 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 139 Est. Cost $35.97 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 59 Est. Cost $50.85 Unrealized
PKOH PARK-OHIO HLDGS CORP 0.0%
Value ($000) $5 Shares 200 Est. Cost $27.40 Unrealized -11.5%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $5 Shares 20 Est. Cost $259.62 Unrealized -30.7%
BRBR BELLRING BRANDS INC 0.0%
Value ($000) $5 Shares 89 Est. Cost $25.08 Unrealized +127.0%
NTAP NETAPP INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $49.33 Unrealized +80.9%
RTX RTX CORPORATION 0.0%
Value ($000) $5 Shares 54 Est. Cost $55.13 Unrealized +57.5%
FXI ISHARES TR 0.0%
Value ($000) $5 Shares 216 Est. Cost $43.61 Unrealized
ACA ARCOSA INC 0.0%
Value ($000) $5 Shares 60 Est. Cost $43.46 Unrealized +86.5%
MET METLIFE INC 0.0%
Value ($000) $5 Shares 69 Est. Cost $45.51 Unrealized +45.1%
SATS ECHOSTAR CORP 0.0%
Value ($000) $5 Shares 350 Est. Cost $13.94 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $5 Shares 114 Est. Cost $37.82 Unrealized +7.4%
VMC VULCAN MATLS CO 0.0%
Value ($000) $5 Shares 18 Est. Cost $136.39 Unrealized +78.2%
ITGR INTEGER HLDGS CORP 0.0%
Value ($000) $5 Shares 42 Est. Cost $76.19 Unrealized +39.4%
GDX VANECK ETF TRUST 0.0%
Value ($000) $5 Shares 155 Est. Cost $26.75 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $5 Shares 100 Est. Cost $48.02 Unrealized -15.7%
MNDY MONDAY COM LTD 0.0%
Value ($000) $5 Shares 21 Est. Cost $149.94 Unrealized +41.6%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 8 Est. Cost $380.37 Unrealized +41.7%
IAT ISHARES TR 0.0%
Value ($000) $4 Shares 103 Est. Cost $35.91 Unrealized
BRO BROWN & BROWN INC 0.0%
Value ($000) $4 Shares 51 Est. Cost $50.16 Unrealized +58.5%
TGT TARGET CORP 0.0%
Value ($000) $4 Shares 25 Est. Cost $102.66 Unrealized +38.3%
RRR RED ROCK RESORTS INC 0.0%
Value ($000) $4 Shares 74 Est. Cost $21.29 Unrealized +160.4%
HQY HEALTHEQUITY INC 0.0%
Value ($000) $4 Shares 54 Est. Cost $63.56 Unrealized +22.8%
EATON VANCE TAX-MANAGED BUY- 0.0%
Value ($000) $4 Shares 333 Est. Cost $15.02 Unrealized
LSCC LATTICE SEMICONDUCTOR CORP 0.0%
Value ($000) $4 Shares 55 Est. Cost $35.38 Unrealized
FRPT FRESHPET INC 0.0%
Value ($000) $4 Shares 36 Est. Cost $122.15 Unrealized -20.9%
MTDR MATADOR RES CO 0.0%
Value ($000) $4 Shares 62 Est. Cost $55.77 Unrealized +6.6%
BEACON ROOFING SUPPLY INC 0.0%
Value ($000) $4 Shares 42 Est. Cost $31.65 Unrealized
NSPR INSPIREMD INC 0.0%
Value ($000) $4 Shares 19 Est. Cost $5.38 Unrealized -49.9%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 200 Est. Cost $27.50 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $4 Shares 25 Est. Cost $157.04 Unrealized +23.5%
PAY PAYMENTUS HOLDINGS INC 0.0%
Value ($000) $4 Shares 176 Est. Cost $24.10 Unrealized -25.2%
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $4 Shares 110 Est. Cost $24.86 Unrealized
AIR AAR CORP 0.0%
Value ($000) $4 Shares 66 Est. Cost $47.67 Unrealized +30.6%
ALGT ALLEGIANT TRAVEL CO 0.0%
Value ($000) $4 Shares 52 Est. Cost $105.42 Unrealized -29.1%
LBRT LIBERTY ENERGY INC 0.0%
Value ($000) $4 Shares 188 Est. Cost $14.15 Unrealized +39.8%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 51 Est. Cost $49.00 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $4 Shares 465 Est. Cost $10.30 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $4 Shares 5 Est. Cost $104.30 Unrealized +45.3%
BOOT BOOT BARN HLDGS INC 0.0%
Value ($000) $4 Shares 40 Est. Cost $63.37 Unrealized +30.4%
GTLB GITLAB INC 0.0%
Value ($000) $4 Shares 63 Est. Cost $40.84 Unrealized +60.5%
FLYW FLYWIRE CORPORATION 0.0%
Value ($000) $4 Shares 144 Est. Cost $30.99 Unrealized -24.6%
EWJ ISHARES INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $60.00 Unrealized
LZ LEGALZOOM COM INC 0.0%
Value ($000) $4 Shares 266 Est. Cost $13.38 Unrealized -14.0%
HASHICORP INC 0.0%
Value ($000) $4 Shares 131 Est. Cost $24.49 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $4 Shares 27 Est. Cost $110.96 Unrealized +10.3%
NYT NEW YORK TIMES CO 0.0%
Value ($000) $4 Shares 81 Est. Cost $33.37 Unrealized +33.3%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $3 Shares 7 Est. Cost $289.17 Unrealized +45.9%
RAMP LIVERAMP HLDGS INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $42.25 Unrealized -13.0%
UA UNDER ARMOUR INC 0.0%
Value ($000) $3 Shares 462 Est. Cost $17.51 Unrealized -56.3%
UAA UNDER ARMOUR INC 0.0%
Value ($000) $3 Shares 465 Est. Cost $19.33 Unrealized -58.8%
MASONITE INTL CORP 0.0%
Value ($000) $3 Shares 25 Est. Cost $90.88 Unrealized
GVA GRANITE CONSTR INC 0.0%
Value ($000) $3 Shares 57 Est. Cost $24.35 Unrealized +104.6%
RBC RBC BEARINGS INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $203.30 Unrealized +32.8%
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $3 Shares 21 Est. Cost $55.84 Unrealized +138.4%
HAE HAEMONETICS CORP MASS 0.0%
Value ($000) $3 Shares 38 Est. Cost $83.58 Unrealized -6.1%
KMX CARMAX INC 0.0%
Value ($000) $3 Shares 36 Est. Cost $94.44 Unrealized -19.9%
BROOKFIELD INFRASTRUCTURE CO 0.0%
Value ($000) $3 Shares 87 Est. Cost $40.90 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $3 Shares 18 Est. Cost $58.61 Unrealized +149.6%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $3 Shares 24 Est. Cost $44.06 Unrealized +173.3%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $3 Shares 29 Est. Cost $61.73 Unrealized +53.1%
SABA CAPITAL INCOME & OPRNT 0.0%
Value ($000) $3 Shares 420 Est. Cost $7.70 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $3 Shares 36 Est. Cost $219.07 Unrealized -67.0%
MKL MARKEL GROUP INC 0.0%
Value ($000) $3 Shares 2 Est. Cost $1138.97 Unrealized +28.7%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 7 Est. Cost $395.95 Unrealized +7.9%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $3 Shares 161 Est. Cost $17.12 Unrealized +6.4%
PHR PHREESIA INC 0.0%
Value ($000) $3 Shares 122 Est. Cost $23.53 Unrealized +5.6%
SITM SITIME CORP 0.0%
Value ($000) $3 Shares 31 Est. Cost $111.95 Unrealized -6.0%
GTM ZOOMINFO TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 180 Est. Cost $15.77 Unrealized +3.2%
IT GARTNER INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $303.19 Unrealized +51.8%
D DOMINION ENERGY INC 0.0%
Value ($000) $3 Shares 58 Est. Cost $61.92 Unrealized -31.1%
SMPL SIMPLY GOOD FOODS CO 0.0%
Value ($000) $3 Shares 83 Est. Cost $23.73 Unrealized +55.3%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $3 Shares 200 Est. Cost $10.00 Unrealized
PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $3 Shares 32 Est. Cost $41.08 Unrealized
EVR EVERCORE INC 0.0%
Value ($000) $3 Shares 14 Est. Cost $66.64 Unrealized +165.0%
FRSH FRESHWORKS INC 0.0%
Value ($000) $3 Shares 148 Est. Cost $18.96 Unrealized +9.2%
HEWJ ISHARES TR 0.0%
Value ($000) $3 Shares 64 Est. Cost $33.60 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $3 Shares 13 Est. Cost $93.20 Unrealized +83.1%
FOUR SHIFT4 PMTS INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $52.22 Unrealized +44.0%
CBRE CBRE GROUP INC 0.0%
Value ($000) $3 Shares 27 Est. Cost $62.96 Unrealized +42.6%
MHO M/I HOMES INC 0.0%
Value ($000) $3 Shares 19 Est. Cost $40.83 Unrealized +211.1%
PAYCOR HCM INC 0.0%
Value ($000) $3 Shares 132 Est. Cost $34.63 Unrealized
REXR REXFORD INDL RLTY INC 0.0%
Value ($000) $3 Shares 51 Est. Cost $40.00 Unrealized
CAVA CAVA GROUP INC 0.0%
Value ($000) $3 Shares 36 Est. Cost $53.61 Unrealized 0.0%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $2 Shares 2 Est. Cost $1250.79 Unrealized 0.0%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $255.58 Unrealized +111.3%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $2 Shares 26 Est. Cost $42.07 Unrealized +91.1%
APGE APOGEE THERAPEUTICS INC 0.0%
Value ($000) $2 Shares 36 Est. Cost $43.66 Unrealized 0.0%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $2 Shares 11 Est. Cost $219.12 Unrealized -2.3%
SONO SONOS INC 0.0%
Value ($000) $2 Shares 124 Est. Cost $16.19 Unrealized +9.5%
ASND ASCENDIS PHARMA A/S 0.0%
Value ($000) $2 Shares 15 Est. Cost $159.72 Unrealized
HIMS HIMS & HERS HEALTH INC 0.0%
Value ($000) $2 Shares 146 Est. Cost $7.39 Unrealized +52.5%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $2 Shares 15 Est. Cost $159.98 Unrealized -3.0%
INSM INSMED INC 0.0%
Value ($000) $2 Shares 81 Est. Cost $26.91 Unrealized +4.0%
IRBTQ IROBOT CORP 0.0%
Value ($000) $2 Shares 250 Est. Cost $49.75 Unrealized -67.5%
SPTL SPDR SER TR 0.0%
Value ($000) $2 Shares 78 Est. Cost $38.46 Unrealized
KMT KENNAMETAL INC 0.0%
Value ($000) $2 Shares 87 Est. Cost $25.27 Unrealized -8.9%
SLAB SILICON LABORATORIES INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $115.54 Unrealized +14.7%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $2 Shares 24 Est. Cost $58.43 Unrealized +40.2%
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 43 Est. Cost $55.17 Unrealized
DDD 3-D SYS CORP DEL 0.0%
Value ($000) $2 Shares 475 Est. Cost $8.68 Unrealized -43.3%
PRVA PRIVIA HEALTH GROUP INC 0.0%
Value ($000) $2 Shares 106 Est. Cost $29.91 Unrealized -29.4%
INTRA-CELLULAR THERAPIES INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
EYPT EYEPOINT PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $6.11 Unrealized +305.4%
KAYNE ANDERSON ENERGY INFRST 0.0%
Value ($000) $2 Shares 205 Est. Cost $13.93 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $2 Shares 15 Est. Cost $111.11 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $2 Shares 39 Est. Cost $50.15 Unrealized
TPH TRI POINTE HOMES INC 0.0%
Value ($000) $2 Shares 51 Est. Cost $16.06 Unrealized +118.1%
ODD ODDITY TECH LTD 0.0%
Value ($000) $2 Shares 45 Est. Cost $33.83 Unrealized +27.6%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $21.65 Unrealized +31.8%
VRSN VERISIGN INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $206.36 Unrealized -5.6%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $123.26 Unrealized +9.7%
AEE AMEREN CORP 0.0%
Value ($000) $2 Shares 25 Est. Cost $63.64 Unrealized +5.2%
ADSK AUTODESK INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $173.99 Unrealized +45.4%
FIVE FIVE BELOW INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $108.40 Unrealized +77.7%
CERT CERTARA INC 0.0%
Value ($000) $2 Shares 101 Est. Cost $31.08 Unrealized -44.5%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $174.81 Unrealized 0.0%
LAD LITHIA MTRS INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $251.11 Unrealized +17.7%
SHOO MADDEN STEVEN LTD 0.0%
Value ($000) $2 Shares 42 Est. Cost $26.69 Unrealized +51.0%
EEM ISHARES TR 0.0%
Value ($000) $2 Shares 43 Est. Cost $41.55 Unrealized
OMER OMEROS CORP 0.0%
Value ($000) $2 Shares 511 Est. Cost $11.47 Unrealized -66.8%
NEO NEOGENOMICS INC 0.0%
Value ($000) $2 Shares 112 Est. Cost $16.10 Unrealized -4.1%
ICSH ISHARES TR 0.0%
Value ($000) $2 Shares 34 Est. Cost $50.29 Unrealized
JPST JP MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $2 Shares 34 Est. Cost $50.12 Unrealized
MSCI MSCI INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $510.96 Unrealized +7.5%
VIAV VIAVI SOLUTIONS INC 0.0%
Value ($000) $2 Shares 184 Est. Cost $12.78 Unrealized -23.2%
ENVESTNET INC 0.0%
Value ($000) $2 Shares 28 Est. Cost $55.56 Unrealized
MERUS N V 0.0%
Value ($000) $2 Shares 36 Est. Cost $45.03 Unrealized
PCVX VAXCYTE INC 0.0%
Value ($000) $2 Shares 23 Est. Cost $51.94 Unrealized +33.3%
PFGC PERFORMANCE FOOD GROUP CO 0.0%
Value ($000) $2 Shares 21 Est. Cost $46.22 Unrealized +59.2%
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 44 Est. Cost $22.73 Unrealized
MTN VAIL RESORTS INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $236.37 Unrealized -5.9%
DAWN DAY ONE BIOPHARMACEUTICALS I 0.0%
Value ($000) $2 Shares 93 Est. Cost $13.06 Unrealized +14.6%
IXP ISHARES TR 0.0%
Value ($000) $2 Shares 18 Est. Cost $62.89 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $24.50 Unrealized +106.5%
H HYATT HOTELS CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $139.75 Unrealized 0.0%
PTLO PORTILLOS INC 0.0%
Value ($000) $1 Shares 96 Est. Cost $30.89 Unrealized -55.1%
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 28 Est. Cost $51.09 Unrealized
DYN DYNE THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 47 Est. Cost $22.62 Unrealized 0.0%
CYTOKINETICS INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $70.11 Unrealized
PEB PEBBLEBROOK HOTEL TR 0.0%
Value ($000) $1 Shares 85 Est. Cost $24.63 Unrealized
STIP ISHARES TR 0.0%
Value ($000) $1 Shares 13 Est. Cost $97.54 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $1 Shares 200 Est. Cost $42.39 Unrealized -84.1%
LAW CS DISCO INC 0.0%
Value ($000) $1 Shares 151 Est. Cost $7.11 Unrealized +7.8%
WAL WESTERN ALLIANCE BANCORP 0.0%
Value ($000) $1 Shares 19 Est. Cost $43.55 Unrealized +35.2%
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value ($000) $1 Shares 29 Est. Cost $31.12 Unrealized +22.0%
MCO MOODYS CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $266.40 Unrealized +42.6%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $206.53 Unrealized +14.9%
CMRC BIGCOMMERCE HLDGS INC 0.0%
Value ($000) $1 Shares 168 Est. Cost $10.10 Unrealized -20.6%
AEO AMERICAN EAGLE OUTFITTERS IN 0.0%
Value ($000) $1 Shares 42 Est. Cost $20.87 Unrealized 0.0%
BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $1 Shares 44 Est. Cost $33.38 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $546.49 Unrealized 0.0%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.25 Unrealized
ALKT ALKAMI TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 41 Est. Cost $24.55 Unrealized 0.0%