BELLEVUE ASSET MANAGEMENT, LLC Diversified Active

CIK: 0001801619 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 31, 2024

Total Value ($000): $181,113 (100.0% shares, 0.0% debt)

Holdings (462)

MSFT MICROSOFT CORP 35.1%
Value ($000) $63,552 Shares 142,190 Est. Cost $208.37 Unrealized +100.3%
AAPL APPLE INC 6.7%
Value ($000) $12,222 Shares 58,029 Est. Cost $95.17 Unrealized +94.5%
FIXD FIRST TR EXCHNG TRADED FD VI 5.0%
Value ($000) $9,026 Shares 209,598 Est. Cost $43.93 Unrealized
FNX FIRST TR MID CAP CORE ALPHAD 4.2%
Value ($000) $7,654 Shares 70,588 Est. Cost $88.45 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 4.2%
Value ($000) $7,554 Shares 229,688 Est. Cost $28.61 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 3.9%
Value ($000) $7,054 Shares 128,844 Est. Cost $49.97 Unrealized
COST COSTCO WHSL CORP NEW 3.2%
Value ($000) $5,873 Shares 6,910 Est. Cost $271.59 Unrealized +184.9%
SBUX STARBUCKS CORP 3.0%
Value ($000) $5,386 Shares 69,183 Est. Cost $74.48 Unrealized +4.8%
AMZN AMAZON COM INC 2.5%
Value ($000) $4,519 Shares 23,383 Est. Cost $128.88 Unrealized +42.5%
JIRE JP MORGAN EXCHANGE TRADED F 2.3%
Value ($000) $4,208 Shares 67,221 Est. Cost $58.86 Unrealized
VGT VANGUARD WORLD FDS 2.0%
Value ($000) $3,662 Shares 6,351 Est. Cost $255.48 Unrealized
JEPI JP MORGAN EXCHANGE TRADED F 1.6%
Value ($000) $2,971 Shares 52,419 Est. Cost $55.28 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 1.6%
Value ($000) $2,870 Shares 48,161 Est. Cost $52.75 Unrealized
JEPQ JP MORGAN EXCHANGE TRADED F 1.2%
Value ($000) $2,173 Shares 39,146 Est. Cost $50.09 Unrealized
GOOGL ALPHABET INC 1.0%
Value ($000) $1,729 Shares 9,498 Est. Cost $107.77 Unrealized +55.3%
AMGN AMGEN INC 0.9%
Value ($000) $1,579 Shares 5,055 Est. Cost $182.69 Unrealized +52.9%
PWRD TCW ETF TRUST 0.8%
Value ($000) $1,424 Shares 20,870 Est. Cost $57.84 Unrealized
ABT ABBOTT LABS 0.8%
Value ($000) $1,395 Shares 13,426 Est. Cost $90.62 Unrealized +13.6%
ADBE ADOBE INC 0.8%
Value ($000) $1,368 Shares 2,462 Est. Cost $294.23 Unrealized +64.6%
GOOG ALPHABET INC 0.8%
Value ($000) $1,360 Shares 7,413 Est. Cost $108.49 Unrealized +55.7%
VCR VANGUARD WORLD FDS 0.6%
Value ($000) $1,142 Shares 3,655 Est. Cost $189.51 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $1,091 Shares 5,393 Est. Cost $100.90 Unrealized +87.5%
VHT VANGUARD WORLD FDS 0.6%
Value ($000) $1,012 Shares 3,802 Est. Cost $191.76 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $865 Shares 1,589 Est. Cost $370.95 Unrealized
LMBS FIRST TR EXCHANGE- TRADED FD 0.4%
Value ($000) $793 Shares 16,487 Est. Cost $49.79 Unrealized
SCHD SCHWAB STRATEGIC TR 0.4%
Value ($000) $768 Shares 9,873 Est. Cost $58.68 Unrealized
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $709 Shares 5,744 Est. Cost $95.93 Unrealized +5.3%
WRB BERKLEY W R CORP 0.4%
Value ($000) $707 Shares 9,000 Est. Cost $29.62 Unrealized +72.2%
FNDB SCHWAB STRATEGIC TR 0.4%
Value ($000) $697 Shares 10,624 Est. Cost $42.14 Unrealized
INTC INTEL CORP 0.4%
Value ($000) $683 Shares 22,046 Est. Cost $48.92 Unrealized -33.6%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $620 Shares 2,316 Est. Cost $168.79 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $614 Shares 12,932 Est. Cost $38.19 Unrealized +18.6%
V VISA INC 0.3%
Value ($000) $605 Shares 2,303 Est. Cost $177.09 Unrealized +52.9%
JPUS JP MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $602 Shares 5,516 Est. Cost $82.33 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $568 Shares 2,868 Est. Cost $220.74 Unrealized -20.8%
DINT DAVIS FUNDAMENTAL ETF TR 0.3%
Value ($000) $539 Shares 27,121 Est. Cost $18.49 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $533 Shares 1,549 Est. Cost $194.69 Unrealized +68.2%
LAM RESEARCH CORP 0.3%
Value ($000) $531 Shares 499 Est. Cost $291.67 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value ($000) $507 Shares 20,000 Est. Cost $21.58 Unrealized +4.3%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $498 Shares 3,018 Est. Cost $105.71 Unrealized +48.7%
DVY ISHARES TR 0.2%
Value ($000) $437 Shares 3,611 Est. Cost $105.81 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.2%
Value ($000) $422 Shares 10,368 Est. Cost $39.64 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $377 Shares 927 Est. Cost $212.55 Unrealized +92.2%
KLAC KLA CORP 0.2%
Value ($000) $375 Shares 455 Est. Cost $157.00 Unrealized +364.0%
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $367 Shares 5,100 Est. Cost $135.51 Unrealized
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $353 Shares 5,500 Est. Cost $65.19 Unrealized
LUV SOUTHWEST AIRLS CO 0.2%
Value ($000) $349 Shares 12,200 Est. Cost $44.70 Unrealized -39.9%
SCHG SCHWAB STRATEGIC TR 0.2%
Value ($000) $348 Shares 3,454 Est. Cost $90.15 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $336 Shares 2,038 Est. Cost $115.38 Unrealized +40.7%
PCAR PACCAR INC 0.2%
Value ($000) $319 Shares 3,098 Est. Cost $44.64 Unrealized +132.2%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $309 Shares 7,441 Est. Cost $45.35 Unrealized -9.6%
BAC BK OF AMERICA CORP 0.2%
Value ($000) $301 Shares 7,559 Est. Cost $27.70 Unrealized +33.0%
IYF ISHARES TR 0.2%
Value ($000) $281 Shares 2,974 Est. Cost $110.72 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $275 Shares 4,039 Est. Cost $45.14 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $267 Shares 1,339 Est. Cost $83.06 Unrealized +119.6%
NKE NIKE INC 0.1%
Value ($000) $252 Shares 3,347 Est. Cost $88.07 Unrealized +1.9%
FDX FEDEX CORP 0.1%
Value ($000) $240 Shares 801 Est. Cost $138.68 Unrealized +81.6%
QLV FLEXSHARES TR 0.1%
Value ($000) $236 Shares 3,783 Est. Cost $46.23 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $230 Shares 2,274 Est. Cost $59.98 Unrealized +52.2%
FISV FISERV INC 0.1%
Value ($000) $230 Shares 1,540 Est. Cost $110.41 Unrealized +37.1%
JPIN JP MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $228 Shares 4,115 Est. Cost $56.22 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $226 Shares 335 Est. Cost $30.70 Unrealized +103.4%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $222 Shares 1,516 Est. Cost $114.29 Unrealized +23.8%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $207 Shares 1,744 Est. Cost $95.50 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $206 Shares 1,461 Est. Cost $50.17 Unrealized +143.8%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $196 Shares 1,252 Est. Cost $88.59 Unrealized +67.5%
KO COCA COLA CO 0.1%
Value ($000) $195 Shares 3,065 Est. Cost $45.26 Unrealized +30.1%
BA BOEING CO 0.1%
Value ($000) $195 Shares 1,069 Est. Cost $341.96 Unrealized -47.9%
DIS DISNEY WALT CO 0.1%
Value ($000) $191 Shares 1,923 Est. Cost $134.67 Unrealized -21.7%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $186 Shares 2,837 Est. Cost $45.94 Unrealized +41.8%
LLY ELI LILLY & CO 0.1%
Value ($000) $181 Shares 200 Est. Cost $107.55 Unrealized +635.4%
TSBK TIMBERLAND BANCORP INC 0.1%
Value ($000) $173 Shares 6,400 Est. Cost $24.54 Unrealized -2.5%
PPA INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $167 Shares 1,629 Est. Cost $68.51 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $164 Shares 3,609 Est. Cost $29.10 Unrealized +34.4%
DHR DANAHER CORPORATION 0.1%
Value ($000) $159 Shares 636 Est. Cost $122.98 Unrealized +103.5%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $158 Shares 1,157 Est. Cost $126.21 Unrealized +3.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $154 Shares 350 Est. Cost $278.68 Unrealized +62.1%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $154 Shares 654 Est. Cost $53.00 Unrealized +298.9%
PTF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $154 Shares 2,478 Est. Cost $55.06 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.1%
Value ($000) $151 Shares 3,994 Est. Cost $32.51 Unrealized
DE DEERE & CO 0.1%
Value ($000) $149 Shares 400 Est. Cost $145.71 Unrealized +161.1%
EXR EXTRA SPACE STORAGE INC 0.1%
Value ($000) $146 Shares 939 Est. Cost $121.22 Unrealized +11.8%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $140 Shares 620 Est. Cost $93.63 Unrealized
AIVL WISDOMTREE TR 0.1%
Value ($000) $136 Shares 1,365 Est. Cost $92.36 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $133 Shares 520 Est. Cost $175.63 Unrealized +45.2%
META META PLATFORMS INC 0.1%
Value ($000) $125 Shares 248 Est. Cost $225.33 Unrealized +114.5%
GIS GENERAL MLS INC 0.1%
Value ($000) $122 Shares 1,922 Est. Cost $42.97 Unrealized +50.0%
FXG FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $122 Shares 1,887 Est. Cost $50.28 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $115 Shares 1,417 Est. Cost $80.27 Unrealized
DFSU DIMENSIONAL ETF TRUST 0.1%
Value ($000) $114 Shares 3,277 Est. Cost $34.86 Unrealized
IYE ISHARES TR 0.1%
Value ($000) $111 Shares 2,322 Est. Cost $25.45 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $110 Shares 600 Est. Cost $124.29 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $107 Shares 484 Est. Cost $101.61 Unrealized +117.9%
ITA ISHARES TR 0.1%
Value ($000) $106 Shares 804 Est. Cost $157.25 Unrealized
NOK NOKIA CORP 0.1%
Value ($000) $102 Shares 27,047 Est. Cost $3.44 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $101 Shares 185 Est. Cost $322.73 Unrealized
PRN INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $99 Shares 746 Est. Cost $68.45 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $99 Shares 900 Est. Cost $62.82 Unrealized +71.1%
CI THE CIGNA GROUP 0.1%
Value ($000) $95 Shares 288 Est. Cost $169.40 Unrealized +97.3%
FNDA SCHWAB STRATEGIC TR 0.1%
Value ($000) $95 Shares 1,726 Est. Cost $56.38 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $90 Shares 1,432 Est. Cost $17.13 Unrealized +251.4%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $89 Shares 1,066 Est. Cost $87.09 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $89 Shares 650 Est. Cost $85.74 Unrealized +53.7%
BMVP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $85 Shares 1,920 Est. Cost $57.63 Unrealized
HRL HORMEL FOODS CORP 0.0%
Value ($000) $84 Shares 2,740 Est. Cost $36.46 Unrealized -13.2%
HSY HERSHEY CO 0.0%
Value ($000) $83 Shares 450 Est. Cost $128.44 Unrealized +43.2%
FXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $83 Shares 1,782 Est. Cost $31.59 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $81 Shares 1,048 Est. Cost $48.88 Unrealized +46.9%
UNP UNION PAC CORP 0.0%
Value ($000) $81 Shares 359 Est. Cost $151.23 Unrealized +49.1%
NORDSTROM INC 0.0%
Value ($000) $81 Shares 3,800 Est. Cost $39.49 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $79 Shares 261 Est. Cost $178.42 Unrealized +67.8%
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $78 Shares 6,774 Est. Cost $15.02 Unrealized
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $78 Shares 525 Est. Cost $142.22 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $77 Shares 625 Est. Cost $67.55 Unrealized +80.2%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $75 Shares 260 Est. Cost $170.95 Unrealized +50.7%
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) $72 Shares 1,472 Est. Cost $38.74 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $69 Shares 1,560 Est. Cost $43.69 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $69 Shares 716 Est. Cost $40.97 Unrealized +128.8%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $68 Shares 700 Est. Cost $60.05 Unrealized +48.3%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $68 Shares 150 Est. Cost $186.36 Unrealized +127.4%
VAW VANGUARD WORLD FDS 0.0%
Value ($000) $67 Shares 350 Est. Cost $133.33 Unrealized
DFSI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $66 Shares 2,000 Est. Cost $32.94 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $65 Shares 138 Est. Cost $323.71 Unrealized +36.4%
JHML JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $64 Shares 983 Est. Cost $41.54 Unrealized
VOO VANGARD INDEX FDS 0.0%
Value ($000) $64 Shares 127 Est. Cost $335.03 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $63 Shares 1,518 Est. Cost $40.66 Unrealized -10.3%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $62 Shares 122 Est. Cost $237.90 Unrealized +98.9%
PTH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $62 Shares 1,452 Est. Cost $54.39 Unrealized
COLB COLUMBIA BKG SYS INC 0.0%
Value ($000) $61 Shares 3,087 Est. Cost $28.83 Unrealized -39.9%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $61 Shares 163 Est. Cost $181.25 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $60 Shares 741 Est. Cost $43.62 Unrealized +69.5%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $60 Shares 2,876 Est. Cost $10.25 Unrealized +74.7%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $60 Shares 57 Est. Cost $479.29 Unrealized +101.1%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $60 Shares 265 Est. Cost $181.30 Unrealized +15.4%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $59 Shares 2,093 Est. Cost $23.11 Unrealized +27.3%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $58 Shares 574 Est. Cost $72.59 Unrealized +29.9%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $57 Shares 391 Est. Cost $102.21 Unrealized
PSL INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $56 Shares 580 Est. Cost $73.95 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $55 Shares 400 Est. Cost $110.03 Unrealized +13.9%
T AT&T INC 0.0%
Value ($000) $55 Shares 2,880 Est. Cost $18.29 Unrealized -11.6%
DISV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $54 Shares 2,000 Est. Cost $26.91 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $54 Shares 97 Est. Cost $298.40 Unrealized +90.9%
PFE PFIZER INC 0.0%
Value ($000) $53 Shares 1,890 Est. Cost $27.08 Unrealized -8.5%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $52 Shares 420 Est. Cost $69.56 Unrealized +67.5%
LIN LINDE PLC 0.0%
Value ($000) $52 Shares 119 Est. Cost $322.30 Unrealized +33.6%
COHEN & STEERS INFRASTRUCTUR 0.0%
Value ($000) $52 Shares 2,295 Est. Cost $26.06 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $52 Shares 773 Est. Cost $41.05 Unrealized +66.9%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $51 Shares 205 Est. Cost $200.00 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $50 Shares 235 Est. Cost $165.56 Unrealized +35.4%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $50 Shares 400 Est. Cost $115.73 Unrealized +5.7%
WAFD WAFD INC 0.0%
Value ($000) $50 Shares 1,735 Est. Cost $26.14 Unrealized -0.7%
O REALTY INCOME CORP 0.0%
Value ($000) $49 Shares 929 Est. Cost $54.71 Unrealized -11.1%
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $48 Shares 2,759 Est. Cost $19.86 Unrealized
GNW GENWORTH FINL INC 0.0%
Value ($000) $47 Shares 7,819 Est. Cost $3.83 Unrealized +62.6%
USB US BANCORP DEL 0.0%
Value ($000) $47 Shares 1,179 Est. Cost $40.77 Unrealized -7.4%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $46 Shares 396 Est. Cost $52.07 Unrealized +111.4%
JHMM JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $45 Shares 825 Est. Cost $39.49 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $45 Shares 233 Est. Cost $103.75 Unrealized +69.8%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $45 Shares 1,696 Est. Cost $19.10 Unrealized +30.9%
ARW ARROW ELECTRS INC 0.0%
Value ($000) $45 Shares 372 Est. Cost $79.53 Unrealized +60.7%
IJH ISHARES TR 0.0%
Value ($000) $44 Shares 750 Est. Cost $89.59 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $43 Shares 750 Est. Cost $45.89 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $41 Shares 604 Est. Cost $53.65 Unrealized +17.7%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $41 Shares 637 Est. Cost $47.96 Unrealized +45.8%
CM CANADIAN IMPERIAL BK COMM TO 0.0%
Value ($000) $41 Shares 870 Est. Cost $38.73 Unrealized +18.2%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $31.00 Unrealized
TOTL SSGA ACTIVE ETF TR 0.0%
Value ($000) $41 Shares 1,032 Est. Cost $42.70 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $41 Shares 931 Est. Cost $33.30 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $41 Shares 1,403 Est. Cost $27.71 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $40 Shares 223 Est. Cost $104.19 Unrealized +68.7%
LRGF ISHARES TR 0.0%
Value ($000) $39 Shares 704 Est. Cost $35.07 Unrealized
TXT TEXTRON INC 0.0%
Value ($000) $38 Shares 447 Est. Cost $45.95 Unrealized +93.4%
LNTH LANTHEUS HLDGS INC 0.0%
Value ($000) $38 Shares 475 Est. Cost $26.12 Unrealized +180.8%
ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.0%
Value ($000) $37 Shares 10,335 Est. Cost $28.54 Unrealized -88.9%
COR CENCORA INC 0.0%
Value ($000) $37 Shares 166 Est. Cost $71.20 Unrealized +221.0%
XAR SPDR SER TR 0.0%
Value ($000) $37 Shares 265 Est. Cost $110.32 Unrealized
PEZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $36 Shares 369 Est. Cost $53.52 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $35 Shares 106 Est. Cost $123.39 Unrealized +174.5%
PAYX PAYCHEX INC 0.0%
Value ($000) $35 Shares 298 Est. Cost $70.68 Unrealized +64.6%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $35 Shares 218 Est. Cost $120.43 Unrealized
PXF INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $34 Shares 705 Est. Cost $42.62 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $33 Shares 532 Est. Cost $55.54 Unrealized +11.7%
PYZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $33 Shares 377 Est. Cost $62.71 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $33 Shares 75 Est. Cost $315.85 Unrealized +40.6%
DIVO AMPLIFY ETF TR 0.0%
Value ($000) $32 Shares 823 Est. Cost $36.25 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $31 Shares 142 Est. Cost $164.29 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $31 Shares 153 Est. Cost $188.38 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $31 Shares 420 Est. Cost $46.02 Unrealized +46.6%
DDWM WISDOMTREE TR 0.0%
Value ($000) $31 Shares 904 Est. Cost $30.41 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $31 Shares 500 Est. Cost $93.52 Unrealized
NDAQ NASDAQ INC 0.0%
Value ($000) $30 Shares 504 Est. Cost $47.77 Unrealized +24.0%
CSX CSX CORP 0.0%
Value ($000) $30 Shares 900 Est. Cost $27.90 Unrealized +18.7%
ROBO EXCHANGE TRADED CONCEPTS TRU 0.0%
Value ($000) $28 Shares 515 Est. Cost $43.72 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $28 Shares 922 Est. Cost $25.47 Unrealized
COHEN & STEERS QUALITY INCOM 0.0%
Value ($000) $28 Shares 2,390 Est. Cost $15.42 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $27 Shares 434 Est. Cost $15.39 Unrealized +111.9%
HDV ISHARES TR 0.0%
Value ($000) $27 Shares 250 Est. Cost $98.67 Unrealized
KARS KRANESHARES TR 0.0%
Value ($000) $27 Shares 1,399 Est. Cost $23.83 Unrealized
MDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $27 Shares 1,727 Est. Cost $18.55 Unrealized
AVUV AMERICAN CENTY ETF TR 0.0%
Value ($000) $27 Shares 300 Est. Cost $89.72 Unrealized
DOW DOW INC 0.0%
Value ($000) $27 Shares 502 Est. Cost $36.70 Unrealized +39.5%
IWD ISHARES TR 0.0%
Value ($000) $26 Shares 150 Est. Cost $135.00 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $26 Shares 186 Est. Cost $100.68 Unrealized +14.8%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $25 Shares 427 Est. Cost $39.51 Unrealized +43.9%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $25 Shares 138 Est. Cost $123.19 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $25 Shares 324 Est. Cost $62.22 Unrealized
PUI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $25 Shares 715 Est. Cost $34.04 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $25 Shares 782 Est. Cost $37.27 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $24 Shares 200 Est. Cost $95.00 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $24 Shares 137 Est. Cost $171.59 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $23 Shares 192 Est. Cost $83.33 Unrealized
DFSE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $23 Shares 689 Est. Cost $33.46 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $23 Shares 348 Est. Cost $35.33 Unrealized
FG F&G ANNUITIES & LIFE INC 0.0%
Value ($000) $23 Shares 600 Est. Cost $18.69 Unrealized +101.3%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $23 Shares 300 Est. Cost $40.69 Unrealized +35.8%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $22 Shares 691 Est. Cost $22.90 Unrealized +42.1%
HYS PIMCO ETF TR 0.0%
Value ($000) $22 Shares 240 Est. Cost $100.00 Unrealized
LIT GLOBAL X FDS 0.0%
Value ($000) $21 Shares 553 Est. Cost $27.29 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $21 Shares 290 Est. Cost $37.84 Unrealized +91.2%
PGF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $21 Shares 1,430 Est. Cost $18.88 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $21 Shares 385 Est. Cost $50.72 Unrealized 0.0%
GFS GLOBALFOUNDRIES INC 0.0%
Value ($000) $20 Shares 400 Est. Cost $50.07 Unrealized 0.0%
DEO DIAGEO PLC 0.0%
Value ($000) $20 Shares 159 Est. Cost $167.55 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $20 Shares 1,047 Est. Cost $20.33 Unrealized -24.0%
VTR VENTAS INC 0.0%
Value ($000) $19 Shares 375 Est. Cost $48.69 Unrealized -8.6%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $19 Shares 280 Est. Cost $64.47 Unrealized
IPGP IPG PHOTONICS CORP 0.0%
Value ($000) $19 Shares 220 Est. Cost $89.69 Unrealized -3.7%
GSK GSK PLC 0.0%
Value ($000) $19 Shares 482 Est. Cost $30.04 Unrealized
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 194 Est. Cost $73.75 Unrealized +28.7%
CRM SALESFORCE INC 0.0%
Value ($000) $18 Shares 70 Est. Cost $166.51 Unrealized +59.0%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $18 Shares 14 Est. Cost $829.15 Unrealized +37.0%
YYY AMPLIFY ETF TR 0.0%
Value ($000) $18 Shares 1,465 Est. Cost $16.66 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $18 Shares 101 Est. Cost $103.67 Unrealized +60.0%
WELL WELLTOWER INC 0.0%
Value ($000) $18 Shares 168 Est. Cost $65.16 Unrealized +45.9%
WESTERN ASSET EMERGING MKTS 0.0%
Value ($000) $16 Shares 1,757 Est. Cost $11.82 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $16 Shares 242 Est. Cost $42.67 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $16 Shares 100 Est. Cost $39.81 Unrealized +254.9%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $16 Shares 433 Est. Cost $29.42 Unrealized +16.6%
F FORD MTR CO DEL 0.0%
Value ($000) $16 Shares 1,247 Est. Cost $10.56 Unrealized +5.4%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $16 Shares 100 Est. Cost $110.00 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value ($000) $15 Shares 501 Est. Cost $21.85 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $15 Shares 200 Est. Cost $85.00 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $15 Shares 260 Est. Cost $318.19 Unrealized -80.7%
ALB ALBEMARLE CORP 0.0%
Value ($000) $15 Shares 160 Est. Cost $115.13 Unrealized 0.0%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $15 Shares 83 Est. Cost $183.24 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $15 Shares 568 Est. Cost $18.75 Unrealized
IVOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $15 Shares 150 Est. Cost $95.67 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $15 Shares 208 Est. Cost $67.32 Unrealized +0.4%
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 +50.5%
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 281 Est. Cost $38.86 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $14 Shares 44 Est. Cost $170.66 Unrealized +76.4%
FDD FIRST TR STOXX EUROPEAN SELE 0.0%
Value ($000) $14 Shares 1,178 Est. Cost $13.98 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $13 Shares 352 Est. Cost $24.85 Unrealized +30.2%
CVS CVS HEALTH CORP 0.0%
Value ($000) $12 Shares 211 Est. Cost $56.62 Unrealized +3.4%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $12 Shares 110 Est. Cost $92.08 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $12 Shares 105 Est. Cost $49.44 Unrealized +133.4%
BUG GLOBAL X FDS 0.0%
Value ($000) $12 Shares 397 Est. Cost $27.24 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $11 Shares 140 Est. Cost $84.24 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $11 Shares 245 Est. Cost $41.65 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $11 Shares 22 Est. Cost $444.00 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $10 Shares 53 Est. Cost $245.59 Unrealized -28.2%
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $10 Shares 90 Est. Cost $88.89 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $10 Shares 168 Est. Cost $53.45 Unrealized
ETF SER SOLUTIONS 0.0%
Value ($000) $10 Shares 413 Est. Cost $23.61 Unrealized
NCDL NUVEEN CHURCHILL DIRECT LEND 0.0%
Value ($000) $10 Shares 564 Est. Cost $14.16 Unrealized 0.0%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $9 Shares 705 Est. Cost $36.41 Unrealized -71.3%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $9 Shares 200 Est. Cost $38.78 Unrealized +8.2%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $9 Shares 140 Est. Cost $65.17 Unrealized
GLW CORNING INC 0.0%
Value ($000) $9 Shares 224 Est. Cost $24.85 Unrealized +35.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $9 Shares 50 Est. Cost $136.06 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $9 Shares 80 Est. Cost $116.67 Unrealized
VGSR MANAGER DIRECTED PORTFOLIOS 0.0%
Value ($000) $8 Shares 856 Est. Cost $9.67 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $8 Shares 75 Est. Cost $86.62 Unrealized +22.6%
HYG ISHARES TR 0.0%
Value ($000) $8 Shares 100 Est. Cost $90.00 Unrealized
GBTC GRAYSCALE BITCOIN TR BTC 0.0%
Value ($000) $8 Shares 145 Est. Cost $63.17 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $8 Shares 125 Est. Cost $52.57 Unrealized +18.3%
PAVE GLOBAL X FDS 0.0%
Value ($000) $8 Shares 203 Est. Cost $27.50 Unrealized
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $7 Shares 75 Est. Cost $73.33 Unrealized
HNDL STRATEGY SHS 0.0%
Value ($000) $7 Shares 350 Est. Cost $24.41 Unrealized
BANR BANNER CORP 0.0%
Value ($000) $7 Shares 142 Est. Cost $43.71 Unrealized -0.8%
ONTO ONTO INNOVATION INC 0.0%
Value ($000) $7 Shares 32 Est. Cost $40.09 Unrealized +415.6%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $7 Shares 148 Est. Cost $55.42 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $7 Shares 153 Est. Cost $54.25 Unrealized
PXI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $7 Shares 144 Est. Cost $28.04 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $7 Shares 92 Est. Cost $44.01 Unrealized +30.9%
HEI/A HEICO CORP NEW 0.0%
Value ($000) $7 Shares 38 Est. Cost $109.21 Unrealized +54.4%
CPRT COPART INC 0.0%
Value ($000) $7 Shares 124 Est. Cost $35.43 Unrealized +54.1%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $74.88 Unrealized +67.2%
EWY ISHARES INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $60.00 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $7 Shares 72 Est. Cost $55.56 Unrealized
NTAP NETAPP INC 0.0%
Value ($000) $6 Shares 50 Est. Cost $49.33 Unrealized +120.1%
BN BROOKFIELD CORP 0.0%
Value ($000) $6 Shares 155 Est. Cost $21.85 Unrealized +26.1%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $6 Shares 6 Est. Cost $37.36 Unrealized +85.0%
KKR KKR & CO INC 0.0%
Value ($000) $6 Shares 60 Est. Cost $29.19 Unrealized +245.6%
PID INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $6 Shares 350 Est. Cost $17.01 Unrealized
SATS ECHOSTAR CORP 0.0%
Value ($000) $6 Shares 350 Est. Cost $13.94 Unrealized +18.9%
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 65 Est. Cost $54.63 Unrealized +67.5%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $6 Shares 27 Est. Cost $104.04 Unrealized +96.6%
VNT VONTIER CORPORATION 0.0%
Value ($000) $6 Shares 154 Est. Cost $31.42 Unrealized +28.3%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $6 Shares 142 Est. Cost $55.24 Unrealized -23.2%
ABBV ABBVIE INC 0.0%
Value ($000) $6 Shares 33 Est. Cost $105.27 Unrealized +49.3%
FXI ISHARES TR 0.0%
Value ($000) $6 Shares 216 Est. Cost $43.61 Unrealized
WING WINGSTOP INC 0.0%
Value ($000) $5 Shares 13 Est. Cost $132.05 Unrealized +191.0%
BP BP PLC 0.0%
Value ($000) $5 Shares 150 Est. Cost $27.23 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $5 Shares 53 Est. Cost $55.13 Unrealized +81.6%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $5 Shares 718 Est. Cost $18.55 Unrealized -56.8%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 139 Est. Cost $35.97 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 68 Est. Cost $43.48 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $5 Shares 154 Est. Cost $26.75 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 -10.9%
BRBR BELLRING BRANDS INC 0.0%
Value ($000) $5 Shares 89 Est. Cost $25.08 Unrealized +128.3%
MNDY MONDAY COM LTD 0.0%
Value ($000) $5 Shares 21 Est. Cost $149.94 Unrealized +40.7%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $5 Shares 21 Est. Cost $212.08 Unrealized +11.7%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $5 Shares 106 Est. Cost $25.31 Unrealized +81.6%
ACA ARCOSA INC 0.0%
Value ($000) $5 Shares 60 Est. Cost $43.46 Unrealized +91.0%
ITGR INTEGER HLDGS CORP 0.0%
Value ($000) $5 Shares 42 Est. Cost $76.19 Unrealized +53.3%
MET METLIFE INC 0.0%
Value ($000) $5 Shares 69 Est. Cost $45.51 Unrealized +49.7%
AIR AAR CORP 0.0%
Value ($000) $5 Shares 66 Est. Cost $47.67 Unrealized +42.3%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $5 Shares 100 Est. Cost $48.02 Unrealized +1.7%
FRPT FRESHPET INC 0.0%
Value ($000) $5 Shares 36 Est. Cost $122.15 Unrealized -1.8%
HQY HEALTHEQUITY INC 0.0%
Value ($000) $5 Shares 54 Est. Cost $63.56 Unrealized +27.1%
BRO BROWN & BROWN INC 0.0%
Value ($000) $5 Shares 51 Est. Cost $50.16 Unrealized +71.4%
EATON VANCE TAX-MANAGED BUY- 0.0%
Value ($000) $5 Shares 333 Est. Cost $15.02 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 8 Est. Cost $380.37 Unrealized +40.2%
VMC VULCAN MATLS CO 0.0%
Value ($000) $4 Shares 18 Est. Cost $136.39 Unrealized +87.2%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $4 Shares 114 Est. Cost $37.82 Unrealized -1.9%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $4 Shares 60 Est. Cost $84.94 Unrealized -0.2%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $4 Shares 20 Est. Cost $259.62 Unrealized -11.4%
HASHICORP INC 0.0%
Value ($000) $4 Shares 131 Est. Cost $24.49 Unrealized
MBC MASTERBRAND INC 0.0%
Value ($000) $4 Shares 300 Est. Cost $8.19 Unrealized +102.1%
NYT NEW YORK TIMES CO 0.0%
Value ($000) $4 Shares 81 Est. Cost $33.37 Unrealized +38.1%
RRR RED ROCK RESORTS INC 0.0%
Value ($000) $4 Shares 74 Est. Cost $21.29 Unrealized +154.8%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 200 Est. Cost $27.50 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $4 Shares 5 Est. Cost $104.30 Unrealized +40.7%
LBRT LIBERTY ENERGY INC 0.0%
Value ($000) $4 Shares 188 Est. Cost $14.15 Unrealized +57.6%
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $4 Shares 109 Est. Cost $24.86 Unrealized
GTLB GITLAB INC 0.0%
Value ($000) $4 Shares 78 Est. Cost $42.98 Unrealized +20.9%
SITM SITIME CORP 0.0%
Value ($000) $4 Shares 31 Est. Cost $111.95 Unrealized -4.8%
INSM INSMED INC 0.0%
Value ($000) $4 Shares 57 Est. Cost $26.91 Unrealized +44.1%
BEACON ROOFING SUPPLY INC 0.0%
Value ($000) $4 Shares 42 Est. Cost $31.65 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $4 Shares 75 Est. Cost $67.37 Unrealized +58.5%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 51 Est. Cost $49.00 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $4 Shares 25 Est. Cost $102.66 Unrealized +44.1%
MTDR MATADOR RES CO 0.0%
Value ($000) $4 Shares 62 Est. Cost $55.77 Unrealized +12.6%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $4 Shares 7 Est. Cost $289.17 Unrealized +71.9%
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $4 Shares 21 Est. Cost $55.84 Unrealized +184.7%
GVA GRANITE CONSTR INC 0.0%
Value ($000) $4 Shares 57 Est. Cost $24.35 Unrealized +143.2%
LSCC LATTICE SEMICONDUCTOR CORP 0.0%
Value ($000) $3 Shares 60 Est. Cost $37.26 Unrealized
EWJ ISHARES INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $3 Shares 25 Est. Cost $157.04 Unrealized -6.0%
PAY PAYMENTUS HOLDINGS INC 0.0%
Value ($000) $3 Shares 176 Est. Cost $24.10 Unrealized -18.8%
CAVA CAVA GROUP INC 0.0%
Value ($000) $3 Shares 36 Est. Cost $53.61 Unrealized +44.0%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $3 Shares 200 Est. Cost $10.00 Unrealized
RBC RBC BEARINGS INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $203.30 Unrealized +32.1%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $3 Shares 24 Est. Cost $44.06 Unrealized +190.4%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $3 Shares 161 Est. Cost $17.12 Unrealized +14.2%
BROOKFIELD INFRASTRUCTURE CO 0.0%
Value ($000) $3 Shares 94 Est. Cost $40.36 Unrealized
MKL MARKEL GROUP INC 0.0%
Value ($000) $3 Shares 2 Est. Cost $1138.97 Unrealized +36.3%
HAE HAEMONETICS CORP MASS 0.0%
Value ($000) $3 Shares 38 Est. Cost $83.58 Unrealized +5.2%
IT GARTNER INC 0.0%
Value ($000) $3 Shares 7 Est. Cost $323.43 Unrealized +37.6%
MERUS N V 0.0%
Value ($000) $3 Shares 53 Est. Cost $49.56 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $3 Shares 27 Est. Cost $110.96 Unrealized -5.8%
RAMP LIVERAMP HLDGS INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $42.25 Unrealized -24.0%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $395.95 Unrealized +16.4%
SMPL SIMPLY GOOD FOODS CO 0.0%
Value ($000) $3 Shares 83 Est. Cost $23.73 Unrealized +50.6%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $3 Shares 2 Est. Cost $1250.79 Unrealized +3.3%
BOOT BOOT BARN HLDGS INC 0.0%
Value ($000) $3 Shares 23 Est. Cost $63.37 Unrealized +77.7%
SABA CAPITAL INCOME & OPRNT 0.0%
Value ($000) $3 Shares 420 Est. Cost $7.70 Unrealized
FOUR SHIFT4 PMTS INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $52.22 Unrealized +26.9%
EVR EVERCORE INC 0.0%
Value ($000) $3 Shares 14 Est. Cost $66.64 Unrealized +186.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $3 Shares 58 Est. Cost $61.92 Unrealized -23.9%
HEWJ ISHARES TR 0.0%
Value ($000) $3 Shares 64 Est. Cost $33.60 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $3 Shares 27 Est. Cost $43.94 Unrealized +110.4%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $3 Shares 29 Est. Cost $61.73 Unrealized +53.1%
LEN LENNAR CORP 0.0%
Value ($000) $3 Shares 18 Est. Cost $58.61 Unrealized +153.5%
KMX CARMAX INC 0.0%
Value ($000) $3 Shares 36 Est. Cost $94.44 Unrealized -23.7%
ALGT ALLEGIANT TRAVEL CO 0.0%
Value ($000) $3 Shares 52 Est. Cost $105.42 Unrealized -47.2%
PHR PHREESIA INC 0.0%
Value ($000) $3 Shares 122 Est. Cost $23.53 Unrealized -7.8%
PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $3 Shares 32 Est. Cost $41.08 Unrealized
NSPR INSPIREMD INC 0.0%
Value ($000) $3 Shares 19 Est. Cost $5.38 Unrealized -56.5%
CBRE CBRE GROUP INC 0.0%
Value ($000) $2 Shares 28 Est. Cost $63.88 Unrealized +38.9%
MSCI MSCI INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $501.15 Unrealized -2.9%
FLYW FLYWIRE CORPORATION 0.0%
Value ($000) $2 Shares 144 Est. Cost $30.99 Unrealized -39.1%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $2 Shares 15 Est. Cost $159.98 Unrealized -5.2%
XYZ BLOCK INC 0.0%
Value ($000) $2 Shares 36 Est. Cost $219.07 Unrealized -68.1%
MHO M/I HOMES INC 0.0%
Value ($000) $2 Shares 19 Est. Cost $40.83 Unrealized +199.4%
GTM ZOOMINFO TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 180 Est. Cost $15.77 Unrealized -11.3%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $2 Shares 11 Est. Cost $93.20 Unrealized +106.8%
IRBTQ IROBOT CORP 0.0%
Value ($000) $2 Shares 250 Est. Cost $49.75 Unrealized -81.5%
REXR REXFORD INDL RLTY INC 0.0%
Value ($000) $2 Shares 51 Est. Cost $40.00 Unrealized
FRSH FRESHWORKS INC 0.0%
Value ($000) $2 Shares 178 Est. Cost $18.28 Unrealized -18.2%
IYW ISHARES TR 0.0%
Value ($000) $2 Shares 15 Est. Cost $111.11 Unrealized
LZ LEGALZOOM COM INC 0.0%
Value ($000) $2 Shares 266 Est. Cost $13.38 Unrealized -23.1%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $2 Shares 24 Est. Cost $58.43 Unrealized +49.6%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $255.58 Unrealized +125.2%
SPTL SPDR SER TR 0.0%
Value ($000) $2 Shares 78 Est. Cost $38.46 Unrealized
COUCHBASE INC 0.0%
Value ($000) $2 Shares 116 Est. Cost $18.26 Unrealized
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 43 Est. Cost $55.17 Unrealized
OMER OMEROS CORP 0.0%
Value ($000) $2 Shares 511 Est. Cost $11.47 Unrealized -68.8%
INTRA-CELLULAR THERAPIES INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
KMT KENNAMETAL INC 0.0%
Value ($000) $2 Shares 87 Est. Cost $25.27 Unrealized -8.3%
ASND ASCENDIS PHARMA A/S 0.0%
Value ($000) $2 Shares 15 Est. Cost $159.72 Unrealized
FNDC SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 58 Est. Cost $34.95 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $2 Shares 39 Est. Cost $50.15 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $21.65 Unrealized +45.8%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $333.33 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $2 Shares 11 Est. Cost $219.12 Unrealized -12.6%
NCNO NCINO INC 0.0%
Value ($000) $2 Shares 62 Est. Cost $31.26 Unrealized 0.0%
HIMS HIMS & HERS HEALTH INC 0.0%
Value ($000) $2 Shares 95 Est. Cost $7.39 Unrealized +125.1%
TPH TRI POINTE HOMES INC 0.0%
Value ($000) $2 Shares 51 Est. Cost $16.06 Unrealized +134.5%
FIVE FIVE BELOW INC 0.0%
Value ($000) $2 Shares 17 Est. Cost $120.79 Unrealized +14.6%
PRVA PRIVIA HEALTH GROUP INC 0.0%
Value ($000) $2 Shares 106 Est. Cost $29.91 Unrealized -40.8%
SONO SONOS INC 0.0%
Value ($000) $2 Shares 124 Est. Cost $16.19 Unrealized +2.5%
ALKT ALKAMI TECHNOLOGY INC 0.0%
Value ($000) $2 Shares 64 Est. Cost $25.00 Unrealized +3.2%
AEE AMEREN CORP 0.0%
Value ($000) $2 Shares 25 Est. Cost $63.64 Unrealized +8.5%
SHOO MADDEN STEVEN LTD 0.0%
Value ($000) $2 Shares 42 Est. Cost $26.69 Unrealized +50.4%
ODD ODDITY TECH LTD 0.0%
Value ($000) $2 Shares 45 Est. Cost $33.83 Unrealized +10.0%
ENVESTNET INC 0.0%
Value ($000) $2 Shares 28 Est. Cost $55.56 Unrealized
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
PCVX VAXCYTE INC 0.0%
Value ($000) $2 Shares 23 Est. Cost $51.94 Unrealized +31.1%
ADSK AUTODESK INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $173.99 Unrealized +29.1%
PAYCOR HCM INC 0.0%
Value ($000) $2 Shares 132 Est. Cost $34.63 Unrealized
SLAB SILICON LABORATORIES INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $115.54 Unrealized +6.9%
DYN DYNE THERAPEUTICS INC 0.0%
Value ($000) $2 Shares 47 Est. Cost $22.62 Unrealized +28.5%
FWONK LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $2 Shares 23 Est. Cost $71.83 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $174.81 Unrealized -8.0%
VRSN VERISIGN INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $206.36 Unrealized -14.4%
IXP ISHARES TR 0.0%
Value ($000) $2 Shares 18 Est. Cost $62.89 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $123.26 Unrealized +12.2%
NEO NEOGENOMICS INC 0.0%
Value ($000) $2 Shares 112 Est. Cost $16.10 Unrealized -11.9%
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 44 Est. Cost $22.73 Unrealized
LAD LITHIA MTRS INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $251.11 Unrealized +4.2%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $1 Shares 180 Est. Cost $10.30 Unrealized
DDD 3-D SYS CORP DEL 0.0%
Value ($000) $1 Shares 475 Est. Cost $8.68 Unrealized -57.7%
APGE APOGEE THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 36 Est. Cost $43.66 Unrealized +11.2%
CERT CERTARA INC 0.0%
Value ($000) $1 Shares 101 Est. Cost $31.08 Unrealized -47.2%
PFGC PERFORMANCE FOOD GROUP CO 0.0%
Value ($000) $1 Shares 21 Est. Cost $46.22 Unrealized +50.8%
H HYATT HOTELS CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $139.75 Unrealized +6.7%
CMRC BIGCOMMERCE HLDGS INC 0.0%
Value ($000) $1 Shares 168 Est. Cost $10.10 Unrealized -29.2%
CTVA CORTEVA INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $24.50 Unrealized +120.7%
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 28 Est. Cost $51.09 Unrealized
STIP ISHARES TR 0.0%
Value ($000) $1 Shares 13 Est. Cost $97.54 Unrealized
DAWN DAY ONE BIOPHARMACEUTICALS I 0.0%
Value ($000) $1 Shares 93 Est. Cost $13.06 Unrealized +12.0%
VIAV VIAVI SOLUTIONS INC 0.0%
Value ($000) $1 Shares 184 Est. Cost $12.78 Unrealized -39.1%
MTN VAIL RESORTS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $236.37 Unrealized -15.9%
BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $1 Shares 44 Est. Cost $33.38 Unrealized
CTRI CENTURI HOLDINGS INC 0.0%
Value ($000) $1 Shares 64 Est. Cost $25.45 Unrealized 0.0%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $1 Shares 23 Est. Cost $60.70 Unrealized 0.0%
WAL WESTERN ALLIANCE BANCORP 0.0%
Value ($000) $1 Shares 19 Est. Cost $43.55 Unrealized +34.1%
PEB PEBBLEBROOK HOTEL TR 0.0%
Value ($000) $1 Shares 85 Est. Cost $24.63 Unrealized
CCC CCC INTELLIGENT SOLUTIONS HL 0.0%
Value ($000) $1 Shares 102 Est. Cost $11.38 Unrealized 0.0%
AVPT AVEPOINT INC 0.0%
Value ($000) $1 Shares 108 Est. Cost $8.67 Unrealized 0.0%
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value ($000) $1 Shares 29 Est. Cost $31.12 Unrealized +19.7%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $206.53 Unrealized +17.2%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.25 Unrealized
CYTK CYTOKINETICS INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $60.36 Unrealized 0.0%