BELLEVUE ASSET MANAGEMENT, LLC Diversified Active

CIK: 0001801619 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 28, 2025

Total Value ($000): $183,304 (100.0% shares, 0.0% debt)

Holdings (477)

MSFT MICROSOFT CORP 28.6%
Value ($000) $52,421 Shares 139,644 Est. Cost $208.37 Unrealized +94.4%
AAPL APPLE INC 6.8%
Value ($000) $12,527 Shares 56,396 Est. Cost $95.17 Unrealized +142.5%
FIXD FIRST TR EXCHNG TRADED FD VI 5.5%
Value ($000) $10,160 Shares 231,743 Est. Cost $44.07 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 5.1%
Value ($000) $9,281 Shares 158,537 Est. Cost $51.58 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 4.9%
Value ($000) $8,997 Shares 262,689 Est. Cost $29.34 Unrealized
LMBS FIRST TR EXCHANGE- TRADED FD 4.7%
Value ($000) $8,537 Shares 173,647 Est. Cost $49.43 Unrealized
COST COSTCO WHSL CORP NEW 3.5%
Value ($000) $6,377 Shares 6,743 Est. Cost $271.59 Unrealized +257.4%
DYNF BLACKROCK ETF TRUST 2.5%
Value ($000) $4,541 Shares 93,136 Est. Cost $48.78 Unrealized
SBUX STARBUCKS CORP 2.3%
Value ($000) $4,138 Shares 42,189 Est. Cost $74.48 Unrealized +35.6%
AMZN AMAZON COM INC 2.2%
Value ($000) $3,987 Shares 20,957 Est. Cost $128.88 Unrealized +68.4%
JIRE JP MORGAN EXCHANGE TRADED F 2.1%
Value ($000) $3,924 Shares 61,582 Est. Cost $58.85 Unrealized
VGT VANGUARD WORLD FDS 1.9%
Value ($000) $3,508 Shares 6,467 Est. Cost $259.07 Unrealized
JEPI JP MORGAN EXCHANGE TRADED F 1.7%
Value ($000) $3,115 Shares 54,513 Est. Cost $55.34 Unrealized
FNX FIRST TR MID CAP CORE ALPHAD 1.4%
Value ($000) $2,624 Shares 24,073 Est. Cost $88.45 Unrealized
TEK BLACKROCK ETF TRUST 1.4%
Value ($000) $2,503 Shares 112,284 Est. Cost $22.29 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 1.2%
Value ($000) $2,208 Shares 36,901 Est. Cost $54.21 Unrealized
JEPQ JP MORGAN EXCHANGE TRADED F 1.1%
Value ($000) $2,050 Shares 39,586 Est. Cost $50.17 Unrealized
ABT ABBOTT LABS 1.0%
Value ($000) $1,788 Shares 13,476 Est. Cost $90.62 Unrealized +38.5%
PWRD TCW ETF TRUST 0.9%
Value ($000) $1,730 Shares 24,811 Est. Cost $59.71 Unrealized
AMGN AMGEN INC 0.9%
Value ($000) $1,581 Shares 5,076 Est. Cost $182.69 Unrealized +57.2%
GOOGL ALPHABET INC 0.8%
Value ($000) $1,460 Shares 9,439 Est. Cost $107.77 Unrealized +67.7%
VCR VANGUARD WORLD FDS 0.6%
Value ($000) $1,191 Shares 3,659 Est. Cost $189.51 Unrealized
GOOG ALPHABET INC 0.6%
Value ($000) $1,147 Shares 7,344 Est. Cost $108.49 Unrealized +68.2%
VHT VANGUARD WORLD FDS 0.5%
Value ($000) $1,006 Shares 3,798 Est. Cost $191.76 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $973 Shares 1,738 Est. Cost $399.24 Unrealized
WRB BERKLEY W R CORP 0.5%
Value ($000) $962 Shares 13,516 Est. Cost $37.72 Unrealized +58.3%
SCHD SCHWAB STRATEGIC TR 0.5%
Value ($000) $915 Shares 32,720 Est. Cost $36.92 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $835 Shares 3,405 Est. Cost $100.90 Unrealized +148.7%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $741 Shares 6,840 Est. Cost $100.74 Unrealized +25.8%
SCHG SCHWAB STRATEGIC TR 0.4%
Value ($000) $728 Shares 29,087 Est. Cost $35.78 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $678 Shares 1,273 Est. Cost $280.28 Unrealized +73.5%
FNDB SCHWAB STRATEGIC TR 0.4%
Value ($000) $657 Shares 28,555 Est. Cost $29.72 Unrealized
ADBE ADOBE INC 0.4%
Value ($000) $648 Shares 1,689 Est. Cost $294.23 Unrealized +45.8%
CSCO CISCO SYS INC 0.3%
Value ($000) $634 Shares 10,273 Est. Cost $38.19 Unrealized +57.4%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $624 Shares 2,269 Est. Cost $168.79 Unrealized
V VISA INC 0.3%
Value ($000) $619 Shares 1,765 Est. Cost $177.09 Unrealized +89.9%
HD HOME DEPOT INC 0.3%
Value ($000) $576 Shares 1,572 Est. Cost $197.01 Unrealized +93.2%
DVY ISHARES TR 0.3%
Value ($000) $564 Shares 4,202 Est. Cost $109.74 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $559 Shares 22,567 Est. Cost $24.65 Unrealized
JPUS JP MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $535 Shares 4,641 Est. Cost $82.89 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.3%
Value ($000) $499 Shares 11,192 Est. Cost $40.03 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $483 Shares 21,248 Est. Cost $48.92 Unrealized -55.3%
LLY ELI LILLY & CO 0.3%
Value ($000) $468 Shares 567 Est. Cost $569.43 Unrealized +45.2%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $417 Shares 2,449 Est. Cost $105.71 Unrealized +55.1%
LUV SOUTHWEST AIRLS CO 0.2%
Value ($000) $410 Shares 12,200 Est. Cost $44.70 Unrealized -30.6%
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $393 Shares 17,786 Est. Cost $36.18 Unrealized
LRCX LAM RESEARCH CORP 0.2%
Value ($000) $363 Shares 4,990 Est. Cost $74.98 Unrealized +4.2%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $362 Shares 2,278 Est. Cost $59.98 Unrealized +128.4%
TSLA TESLA INC 0.2%
Value ($000) $348 Shares 1,342 Est. Cost $220.74 Unrealized +51.0%
FISV FISERV INC 0.2%
Value ($000) $340 Shares 1,540 Est. Cost $110.41 Unrealized +98.3%
IYF ISHARES TR 0.2%
Value ($000) $336 Shares 2,978 Est. Cost $110.72 Unrealized
BAC BANK AMERICA CORP 0.2%
Value ($000) $316 Shares 7,571 Est. Cost $27.70 Unrealized +57.5%
KLAC KLA CORP 0.2%
Value ($000) $310 Shares 455 Est. Cost $157.00 Unrealized +355.3%
PEP PEPSICO INC 0.2%
Value ($000) $308 Shares 2,054 Est. Cost $115.38 Unrealized +24.4%
PCAR PACCAR INC 0.2%
Value ($000) $307 Shares 3,156 Est. Cost $45.69 Unrealized +125.3%
NFLX NETFLIX INC 0.2%
Value ($000) $303 Shares 325 Est. Cost $30.70 Unrealized +209.7%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $285 Shares 4,672 Est. Cost $45.35 Unrealized +22.3%
FXR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $281 Shares 4,042 Est. Cost $45.14 Unrealized
DINT DAVIS FUNDAMENTAL ETF TR 0.1%
Value ($000) $266 Shares 11,515 Est. Cost $18.60 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $258 Shares 1,555 Est. Cost $115.04 Unrealized +32.5%
QLV FLEXSHARES TR 0.1%
Value ($000) $237 Shares 3,590 Est. Cost $46.98 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $226 Shares 1,753 Est. Cost $95.50 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $222 Shares 3,092 Est. Cost $45.26 Unrealized +43.5%
MO ALTRIA GROUP INC 0.1%
Value ($000) $221 Shares 3,681 Est. Cost $29.10 Unrealized +75.3%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $214 Shares 1,277 Est. Cost $88.59 Unrealized +69.9%
NBIS NEBIUS GROUP N.V. 0.1%
Value ($000) $211 Shares 10,000 Est. Cost $32.90 Unrealized 0.0%
JPIN JP MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $210 Shares 3,678 Est. Cost $56.40 Unrealized
NKE NIKE INC 0.1%
Value ($000) $208 Shares 3,280 Est. Cost $88.07 Unrealized -18.2%
IWR ISHARES TR 0.1%
Value ($000) $203 Shares 2,384 Est. Cost $82.97 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $196 Shares 802 Est. Cost $138.68 Unrealized +82.9%
VOO VANGARD INDEX FDS 0.1%
Value ($000) $194 Shares 378 Est. Cost $456.23 Unrealized
TSBK TIMBERLAND BANCORP INC 0.1%
Value ($000) $193 Shares 6,400 Est. Cost $24.54 Unrealized +18.4%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $192 Shares 2,837 Est. Cost $45.94 Unrealized +30.1%
ORCL ORACLE CORP 0.1%
Value ($000) $191 Shares 1,366 Est. Cost $54.62 Unrealized +195.8%
PPA INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $190 Shares 1,632 Est. Cost $68.51 Unrealized
FNDA SCHWAB STRATEGIC TR 0.1%
Value ($000) $185 Shares 6,768 Est. Cost $36.68 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.1%
Value ($000) $178 Shares 4,096 Est. Cost $32.70 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $170 Shares 302 Est. Cost $425.81 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $164 Shares 1,065 Est. Cost $83.06 Unrealized +92.2%
MCD MCDONALDS CORP 0.1%
Value ($000) $163 Shares 520 Est. Cost $175.63 Unrealized +66.8%
BA BOEING CO 0.1%
Value ($000) $161 Shares 944 Est. Cost $341.96 Unrealized -49.4%
AIVL WISDOMTREE TR 0.1%
Value ($000) $150 Shares 1,365 Est. Cost $92.36 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $143 Shares 248 Est. Cost $225.33 Unrealized +185.5%
NOK NOKIA CORP 0.1%
Value ($000) $143 Shares 27,047 Est. Cost $3.44 Unrealized
EXR EXTRA SPACE STORAGE INC 0.1%
Value ($000) $140 Shares 941 Est. Cost $121.22 Unrealized +19.8%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $131 Shares 238 Est. Cost $278.68 Unrealized +94.5%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $128 Shares 620 Est. Cost $93.63 Unrealized
PTF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $124 Shares 2,103 Est. Cost $55.06 Unrealized
FXG FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $124 Shares 1,892 Est. Cost $50.28 Unrealized
ITA ISHARES TR 0.1%
Value ($000) $123 Shares 806 Est. Cost $157.25 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $122 Shares 630 Est. Cost $127.70 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $121 Shares 2,016 Est. Cost $43.80 Unrealized +32.3%
DIS DISNEY WALT CO 0.1%
Value ($000) $119 Shares 1,208 Est. Cost $134.67 Unrealized -21.1%
DFSU DIMENSIONAL ETF TRUST 0.1%
Value ($000) $118 Shares 3,284 Est. Cost $34.86 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $116 Shares 1,054 Est. Cost $126.21 Unrealized -10.7%
IYE ISHARES TR 0.1%
Value ($000) $113 Shares 2,301 Est. Cost $26.81 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $113 Shares 484 Est. Cost $101.61 Unrealized +138.2%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $112 Shares 650 Est. Cost $85.74 Unrealized +89.1%
TOTL SSGA ACTIVE ETF TR 0.1%
Value ($000) $105 Shares 2,602 Est. Cost $41.23 Unrealized
PRN INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $103 Shares 746 Est. Cost $68.45 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $99 Shares 900 Est. Cost $62.82 Unrealized +89.1%
SO SOUTHERN CO 0.1%
Value ($000) $97 Shares 1,056 Est. Cost $48.88 Unrealized +72.1%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $97 Shares 1,066 Est. Cost $87.09 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $95 Shares 654 Est. Cost $53.00 Unrealized +214.4%
CI THE CIGNA GROUP 0.1%
Value ($000) $95 Shares 288 Est. Cost $177.32 Unrealized +66.8%
NORDSTROM INC 0.1%
Value ($000) $93 Shares 3,800 Est. Cost $39.49 Unrealized
BMVP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $92 Shares 1,920 Est. Cost $57.63 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $91 Shares 1,432 Est. Cost $17.13 Unrealized +283.9%
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $90 Shares 527 Est. Cost $142.22 Unrealized
HRL HORMEL FOODS CORP 0.0%
Value ($000) $85 Shares 2,749 Est. Cost $36.05 Unrealized -20.2%
UNP UNION PAC CORP 0.0%
Value ($000) $85 Shares 359 Est. Cost $151.23 Unrealized +55.8%
FXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $83 Shares 1,562 Est. Cost $31.59 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $82 Shares 150 Est. Cost $186.36 Unrealized +217.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $81 Shares 261 Est. Cost $188.01 Unrealized +85.9%
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $79 Shares 1,580 Est. Cost $43.69 Unrealized
PFI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $79 Shares 1,472 Est. Cost $38.74 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $77 Shares 165 Est. Cost $468.92 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $77 Shares 452 Est. Cost $128.44 Unrealized +24.0%
ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.0%
Value ($000) $77 Shares 10,335 Est. Cost $28.54 Unrealized -73.1%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $75 Shares 673 Est. Cost $56.88 Unrealized +76.7%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $75 Shares 252 Est. Cost $170.95 Unrealized +68.2%
MINT PIMCO ETF TR 0.0%
Value ($000) $74 Shares 735 Est. Cost $102.04 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $74 Shares 716 Est. Cost $40.97 Unrealized +134.8%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $71 Shares 578 Est. Cost $72.59 Unrealized +52.3%
COLB COLUMBIA BKG SYS INC 0.0%
Value ($000) $70 Shares 2,815 Est. Cost $28.83 Unrealized -12.2%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $68 Shares 151 Est. Cost $338.63 Unrealized +32.4%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $67 Shares 400 Est. Cost $115.73 Unrealized +56.2%
JHML JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $66 Shares 983 Est. Cost $41.54 Unrealized
VAW VANGUARD WORLD FDS 0.0%
Value ($000) $66 Shares 350 Est. Cost $133.33 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $66 Shares 702 Est. Cost $60.05 Unrealized +46.3%
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $64 Shares 5,704 Est. Cost $15.02 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $64 Shares 122 Est. Cost $237.90 Unrealized +109.9%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $64 Shares 2,876 Est. Cost $10.25 Unrealized +103.5%
PSL INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $63 Shares 580 Est. Cost $73.95 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $62 Shares 1,374 Est. Cost $40.55 Unrealized -2.4%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $62 Shares 435 Est. Cost $111.65 Unrealized +16.2%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $62 Shares 2,105 Est. Cost $23.11 Unrealized +24.9%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $61 Shares 165 Est. Cost $181.25 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $61 Shares 675 Est. Cost $69.64 Unrealized +29.4%
T AT&T INC 0.0%
Value ($000) $59 Shares 2,071 Est. Cost $18.29 Unrealized +33.1%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $57 Shares 391 Est. Cost $102.21 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $56 Shares 2,368 Est. Cost $25.64 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $56 Shares 266 Est. Cost $181.30 Unrealized +13.6%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $56 Shares 235 Est. Cost $165.56 Unrealized +44.6%
GNW GENWORTH FINL INC 0.0%
Value ($000) $55 Shares 7,819 Est. Cost $3.83 Unrealized +81.8%
LIN LINDE PLC 0.0%
Value ($000) $55 Shares 119 Est. Cost $322.30 Unrealized +37.9%
IAU ISHARES GOLD TR 0.0%
Value ($000) $55 Shares 931 Est. Cost $33.30 Unrealized
COHEN & STEERS INFRASTRUCTUR 0.0%
Value ($000) $54 Shares 2,122 Est. Cost $26.06 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $54 Shares 933 Est. Cost $54.71 Unrealized -3.9%
MAS MASCO CORP 0.0%
Value ($000) $54 Shares 773 Est. Cost $41.05 Unrealized +79.3%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $53 Shares 448 Est. Cost $58.55 Unrealized +83.1%
QUAL ISHARES TR 0.0%
Value ($000) $52 Shares 303 Est. Cost $175.35 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $52 Shares 205 Est. Cost $200.00 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $50 Shares 1,191 Est. Cost $40.77 Unrealized +8.4%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $31.00 Unrealized
WAFD WAFD INC 0.0%
Value ($000) $50 Shares 1,735 Est. Cost $26.14 Unrealized +9.0%
CM CANADIAN IMPERIAL BK COMM 0.0%
Value ($000) $49 Shares 870 Est. Cost $38.73 Unrealized +52.4%
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $49 Shares 2,759 Est. Cost $19.86 Unrealized
PTH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $48 Shares 1,212 Est. Cost $54.39 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $47 Shares 1,836 Est. Cost $26.89 Unrealized -8.1%
LNTH LANTHEUS HLDGS INC 0.0%
Value ($000) $46 Shares 475 Est. Cost $26.12 Unrealized +258.0%
COR CENCORA INC 0.0%
Value ($000) $46 Shares 166 Est. Cost $71.20 Unrealized +250.5%
PAYX PAYCHEX INC 0.0%
Value ($000) $46 Shares 298 Est. Cost $70.68 Unrealized +102.5%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $45 Shares 534 Est. Cost $55.54 Unrealized +49.0%
DGRO ISHARES TR 0.0%
Value ($000) $44 Shares 711 Est. Cost $47.71 Unrealized
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $43 Shares 1,785 Est. Cost $49.01 Unrealized
SPYD SPDR SER TR 0.0%
Value ($000) $43 Shares 971 Est. Cost $43.29 Unrealized
XAR SPDR SER TR 0.0%
Value ($000) $43 Shares 267 Est. Cost $110.32 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $42 Shares 233 Est. Cost $103.75 Unrealized +75.6%
IJR ISHARES TR 0.0%
Value ($000) $42 Shares 400 Est. Cost $115.22 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $42 Shares 729 Est. Cost $39.49 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $39 Shares 223 Est. Cost $104.19 Unrealized +82.7%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $39 Shares 637 Est. Cost $47.96 Unrealized +37.0%
ARW ARROW ELECTRS INC 0.0%
Value ($000) $39 Shares 372 Est. Cost $79.53 Unrealized +38.7%
OKE ONEOK INC NEW 0.0%
Value ($000) $39 Shares 388 Est. Cost $44.15 Unrealized +115.1%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $38 Shares 75 Est. Cost $315.85 Unrealized +48.8%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $38 Shares 222 Est. Cost $120.43 Unrealized
NDAQ NASDAQ INC 0.0%
Value ($000) $38 Shares 504 Est. Cost $47.77 Unrealized +62.8%
IVW ISHARES TR 0.0%
Value ($000) $38 Shares 409 Est. Cost $101.54 Unrealized
LRGF ISHARES TR 0.0%
Value ($000) $37 Shares 647 Est. Cost $35.07 Unrealized
PXF INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $37 Shares 715 Est. Cost $42.62 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $37 Shares 186 Est. Cost $194.30 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $36 Shares 57 Est. Cost $479.29 Unrealized +42.8%
CAT CATERPILLAR INC 0.0%
Value ($000) $35 Shares 106 Est. Cost $123.39 Unrealized +185.2%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $35 Shares 423 Est. Cost $46.02 Unrealized +76.0%
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $35 Shares 922 Est. Cost $25.47 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $34 Shares 1,010 Est. Cost $27.71 Unrealized
DIVO AMPLIFY ETF TR 0.0%
Value ($000) $34 Shares 843 Est. Cost $36.25 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $34 Shares 285 Est. Cost $69.56 Unrealized +63.5%
FAST FASTENAL CO 0.0%
Value ($000) $34 Shares 432 Est. Cost $15.39 Unrealized +139.3%
DDWM WISDOMTREE TR 0.0%
Value ($000) $33 Shares 908 Est. Cost $30.41 Unrealized
TXT TEXTRON INC 0.0%
Value ($000) $32 Shares 447 Est. Cost $45.95 Unrealized +62.7%
PYZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $32 Shares 377 Est. Cost $62.71 Unrealized
PEZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $32 Shares 369 Est. Cost $53.52 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $32 Shares 143 Est. Cost $164.29 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $31 Shares 430 Est. Cost $39.51 Unrealized +86.5%
IYH ISHARES TR 0.0%
Value ($000) $30 Shares 500 Est. Cost $93.52 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $30 Shares 250 Est. Cost $98.67 Unrealized
PUI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $29 Shares 715 Est. Cost $34.04 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $29 Shares 500 Est. Cost $89.59 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $29 Shares 467 Est. Cost $59.00 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $29 Shares 171 Est. Cost $187.60 Unrealized +11.8%
IWD ISHARES TR 0.0%
Value ($000) $28 Shares 150 Est. Cost $135.00 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $27 Shares 138 Est. Cost $123.19 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TRU 0.0%
Value ($000) $27 Shares 517 Est. Cost $43.72 Unrealized
COHEN & STEERS QUALITY INCOM 0.0%
Value ($000) $27 Shares 2,112 Est. Cost $15.42 Unrealized
CSX CSX CORP 0.0%
Value ($000) $26 Shares 900 Est. Cost $27.90 Unrealized +12.2%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $26 Shares 324 Est. Cost $62.22 Unrealized
BINC BLACKROCK ETF TRUST II 0.0%
Value ($000) $26 Shares 301 Est. Cost $61.37 Unrealized
AVUV AMERICAN CENTY ETF TR 0.0%
Value ($000) $26 Shares 301 Est. Cost $89.72 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $26 Shares 170 Est. Cost $65.16 Unrealized +115.3%
EBAY EBAY INC. 0.0%
Value ($000) $26 Shares 385 Est. Cost $50.72 Unrealized +29.5%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $26 Shares 845 Est. Cost $24.31 Unrealized +16.6%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $26 Shares 102 Est. Cost $103.67 Unrealized +130.9%
IWS ISHARES TR 0.0%
Value ($000) $25 Shares 200 Est. Cost $111.82 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $25 Shares 192 Est. Cost $83.33 Unrealized
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $25 Shares 696 Est. Cost $32.55 Unrealized
KARS KRANESHARES TR 0.0%
Value ($000) $24 Shares 1,153 Est. Cost $23.83 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $24 Shares 44 Est. Cost $170.66 Unrealized +227.5%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $23 Shares 291 Est. Cost $37.84 Unrealized +105.3%
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $23 Shares 282 Est. Cost $86.84 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $23 Shares 964 Est. Cost $30.40 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $22 Shares 186 Est. Cost $100.68 Unrealized +26.8%
HYS PIMCO ETF TR 0.0%
Value ($000) $22 Shares 240 Est. Cost $100.00 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $22 Shares 280 Est. Cost $64.47 Unrealized
MDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $22 Shares 1,338 Est. Cost $18.55 Unrealized
FG F&G ANNUITIES & LIFE INC 0.0%
Value ($000) $22 Shares 600 Est. Cost $18.69 Unrealized +119.1%
LIT GLOBAL X FDS 0.0%
Value ($000) $22 Shares 555 Est. Cost $27.29 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $21 Shares 357 Est. Cost $36.24 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $21 Shares 100 Est. Cost $39.81 Unrealized +485.9%
DHR DANAHER CORPORATION 0.0%
Value ($000) $21 Shares 100 Est. Cost $122.98 Unrealized +76.4%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $20 Shares 284 Est. Cost $69.34 Unrealized -1.0%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $19 Shares 14 Est. Cost $857.75 Unrealized +45.4%
VLTO VERALTO CORP 0.0%
Value ($000) $19 Shares 197 Est. Cost $74.39 Unrealized +33.6%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $19 Shares 260 Est. Cost $318.19 Unrealized -75.0%
CRM SALESFORCE INC 0.0%
Value ($000) $19 Shares 70 Est. Cost $166.51 Unrealized +85.6%
GSK GSK PLC 0.0%
Value ($000) $19 Shares 482 Est. Cost $30.04 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $18 Shares 568 Est. Cost $18.75 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $17 Shares 433 Est. Cost $29.42 Unrealized +38.3%
IVE ISHARES TR 0.0%
Value ($000) $16 Shares 86 Est. Cost $190.87 Unrealized
FDD FIRST TR STOXX EUROPEAN SELE 0.0%
Value ($000) $16 Shares 1,195 Est. Cost $13.98 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $16 Shares 200 Est. Cost $94.53 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $16 Shares 230 Est. Cost $48.69 Unrealized +27.5%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $16 Shares 200 Est. Cost $85.00 Unrealized
BIDU BAIDU INC 0.0%
Value ($000) $16 Shares 170 Est. Cost $84.31 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $16 Shares 83 Est. Cost $183.24 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $16 Shares 352 Est. Cost $24.85 Unrealized +66.6%
F FORD MTR CO 0.0%
Value ($000) $16 Shares 1,547 Est. Cost $10.53 Unrealized -12.2%
DEO DIAGEO PLC 0.0%
Value ($000) $15 Shares 141 Est. Cost $167.55 Unrealized
IVOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $15 Shares 150 Est. Cost $95.67 Unrealized
GFS GLOBALFOUNDRIES INC 0.0%
Value ($000) $15 Shares 400 Est. Cost $50.07 Unrealized -19.3%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $15 Shares 100 Est. Cost $110.00 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $14 Shares 150 Est. Cost $97.73 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value ($000) $14 Shares 501 Est. Cost $21.85 Unrealized
IUSB ISHARES TR 0.0%
Value ($000) $14 Shares 308 Est. Cost $45.20 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $14 Shares 119 Est. Cost $95.25 Unrealized +9.5%
IPGP IPG PHOTONICS CORP 0.0%
Value ($000) $14 Shares 220 Est. Cost $89.69 Unrealized -25.1%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $13 Shares 100 Est. Cost $135.51 Unrealized
BUG GLOBAL X FDS 0.0%
Value ($000) $13 Shares 398 Est. Cost $27.24 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $13 Shares 110 Est. Cost $92.08 Unrealized
SGOL ETFS GOLD TR 0.0%
Value ($000) $12 Shares 419 Est. Cost $25.05 Unrealized
IGE ISHARES TR 0.0%
Value ($000) $12 Shares 267 Est. Cost $42.73 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $12 Shares 300 Est. Cost $40.69 Unrealized +16.1%
FTNT FORTINET INC 0.0%
Value ($000) $12 Shares 125 Est. Cost $52.57 Unrealized +92.9%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $12 Shares 55 Est. Cost $243.94 Unrealized -22.3%
ALB ALBEMARLE CORP 0.0%
Value ($000) $12 Shares 160 Est. Cost $115.13 Unrealized -30.7%
IYW ISHARES TR 0.0%
Value ($000) $12 Shares 82 Est. Cost $150.66 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $11 Shares 107 Est. Cost $49.44 Unrealized +95.8%
GLW CORNING INC 0.0%
Value ($000) $10 Shares 228 Est. Cost $24.85 Unrealized +95.4%
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $10 Shares 90 Est. Cost $88.89 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $10 Shares 60 Est. Cost $141.05 Unrealized
NSA NATIONAL STORAGE AFFILIATES 0.0%
Value ($000) $9 Shares 240 Est. Cost $48.20 Unrealized
GBTC GRAYSCALE BITCOIN TRUST BTC 0.0%
Value ($000) $9 Shares 145 Est. Cost $64.77 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $9 Shares 108 Est. Cost $75.52 Unrealized +9.3%
BANR BANNER CORP 0.0%
Value ($000) $9 Shares 142 Est. Cost $43.71 Unrealized +48.9%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $9 Shares 420 Est. Cost $36.86 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $9 Shares 420 Est. Cost $24.13 Unrealized
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $9 Shares 75 Est. Cost $73.33 Unrealized
SATS ECHOSTAR CORP 0.0%
Value ($000) $9 Shares 350 Est. Cost $13.94 Unrealized +95.1%
MANAGED PORTFOLIO SERIES 0.0%
Value ($000) $9 Shares 242 Est. Cost $34.09 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $9 Shares 705 Est. Cost $36.41 Unrealized -65.4%
VGSR MANAGER DIRECTED PORTFOLIOS 0.0%
Value ($000) $9 Shares 861 Est. Cost $9.67 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $8 Shares 75 Est. Cost $67.37 Unrealized +61.7%
WESTERN ASSET GBL HIGH INC F 0.0%
Value ($000) $8 Shares 1,252 Est. Cost $8.43 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $8 Shares 102 Est. Cost $89.90 Unrealized
CPB THE CAMPBELLS COMPANY 0.0%
Value ($000) $8 Shares 200 Est. Cost $38.78 Unrealized -2.4%
FXI ISHARES TR 0.0%
Value ($000) $8 Shares 220 Est. Cost $43.37 Unrealized
PAVE GLOBAL X FDS 0.0%
Value ($000) $8 Shares 204 Est. Cost $27.50 Unrealized
WMT WALMART INC 0.0%
Value ($000) $8 Shares 87 Est. Cost $85.80 Unrealized +8.3%
HEI/A HEICO CORP NEW 0.0%
Value ($000) $8 Shares 36 Est. Cost $111.56 Unrealized +73.5%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $8 Shares 153 Est. Cost $55.99 Unrealized +17.3%
TLT ISHARES TR 0.0%
Value ($000) $7 Shares 81 Est. Cost $87.32 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $7 Shares 184 Est. Cost $34.83 Unrealized +8.1%
HNDL STRATEGY SHS 0.0%
Value ($000) $7 Shares 350 Est. Cost $24.41 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $7 Shares 54 Est. Cost $56.16 Unrealized +122.1%
GDX VANECK ETF TRUST 0.0%
Value ($000) $7 Shares 156 Est. Cost $26.84 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $7 Shares 34 Est. Cost $107.75 Unrealized +75.8%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $7 Shares 111 Est. Cost $65.78 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $7 Shares 5 Est. Cost $37.36 Unrealized +132.8%
CPRT COPART INC 0.0%
Value ($000) $7 Shares 122 Est. Cost $35.43 Unrealized +58.8%
BN BROOKFIELD CORP 0.0%
Value ($000) $7 Shares 131 Est. Cost $22.09 Unrealized +70.1%
CVS CVS HEALTH CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $56.62 Unrealized +2.4%
PID INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $7 Shares 354 Est. Cost $17.01 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $7 Shares 29 Est. Cost $211.11 Unrealized +3.4%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $7 Shares 72 Est. Cost $55.56 Unrealized
BRBR BELLRING BRANDS INC 0.0%
Value ($000) $7 Shares 89 Est. Cost $25.08 Unrealized +192.8%
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 65 Est. Cost $54.63 Unrealized +97.2%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $6 Shares 28 Est. Cost $111.74 Unrealized +122.5%
PXI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $6 Shares 144 Est. Cost $28.04 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $6 Shares 200 Est. Cost $37.23 Unrealized
BRO BROWN & BROWN INC 0.0%
Value ($000) $6 Shares 49 Est. Cost $50.16 Unrealized +121.5%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $6 Shares 22 Est. Cost $281.95 Unrealized -9.3%
SCI SERVICE CORP INTL 0.0%
Value ($000) $6 Shares 74 Est. Cost $81.80 Unrealized -3.8%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $6 Shares 139 Est. Cost $35.97 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $6 Shares 82 Est. Cost $59.13 Unrealized +6.8%
TJX TJX COS INC NEW 0.0%
Value ($000) $6 Shares 46 Est. Cost $117.72 Unrealized +2.0%
QTUM ETF SER SOLUTIONS 0.0%
Value ($000) $6 Shares 75 Est. Cost $81.15 Unrealized
MET METLIFE INC 0.0%
Value ($000) $6 Shares 69 Est. Cost $45.51 Unrealized +78.3%
EWY ISHARES INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $60.00 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $5 Shares 21 Est. Cost $212.08 Unrealized +18.2%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 204 Est. Cost $32.96 Unrealized
WESTERN ASSET EMERGING MKTS 0.0%
Value ($000) $5 Shares 527 Est. Cost $11.82 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $5 Shares 45 Est. Cost $29.19 Unrealized +369.0%
ACA ARCOSA INC 0.0%
Value ($000) $5 Shares 66 Est. Cost $47.42 Unrealized +93.0%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 59 Est. Cost $50.85 Unrealized
ITGR INTEGER HLDGS CORP 0.0%
Value ($000) $5 Shares 42 Est. Cost $76.19 Unrealized +71.8%
MDT MEDTRONIC PLC 0.0%
Value ($000) $5 Shares 55 Est. Cost $83.84 Unrealized +4.3%
VMC VULCAN MATLS CO 0.0%
Value ($000) $5 Shares 21 Est. Cost $154.32 Unrealized +63.4%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $5 Shares 161 Est. Cost $17.12 Unrealized +77.3%
SNDK SANDISK CORP 0.0%
Value ($000) $5 Shares 100 Est. Cost $49.67 Unrealized 0.0%
AIR AAR CORP 0.0%
Value ($000) $5 Shares 81 Est. Cost $51.09 Unrealized +30.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $5 Shares 108 Est. Cost $25.31 Unrealized +57.6%
BEACON ROOFING SUPPLY INC 0.0%
Value ($000) $4 Shares 36 Est. Cost $31.65 Unrealized
CSGP COSTAR GROUP INC 0.0%
Value ($000) $4 Shares 56 Est. Cost $84.78 Unrealized -10.3%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $74.88 Unrealized +27.8%
PAY PAYMENTUS HOLDINGS INC 0.0%
Value ($000) $4 Shares 169 Est. Cost $25.11 Unrealized +17.9%
EATON VANCE TAX-MANAGED BUY- 0.0%
Value ($000) $4 Shares 333 Est. Cost $15.02 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $4 Shares 100 Est. Cost $48.02 Unrealized +22.1%
INSM INSMED INC 0.0%
Value ($000) $4 Shares 57 Est. Cost $26.91 Unrealized +184.3%
PKOH PARK-OHIO HLDGS CORP 0.0%
Value ($000) $4 Shares 200 Est. Cost $27.40 Unrealized -14.9%
GVA GRANITE CONSTR INC 0.0%
Value ($000) $4 Shares 57 Est. Cost $24.35 Unrealized +243.0%
PLD PROLOGIS INC. 0.0%
Value ($000) $4 Shares 38 Est. Cost $110.78 Unrealized +1.0%
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $4 Shares 116 Est. Cost $25.59 Unrealized
NYT NEW YORK TIMES CO 0.0%
Value ($000) $4 Shares 85 Est. Cost $34.14 Unrealized +45.4%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $4 Shares 114 Est. Cost $37.82 Unrealized -7.4%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 7 Est. Cost $380.37 Unrealized +46.6%
LSCC LATTICE SEMICONDUCTOR CORP 0.0%
Value ($000) $4 Shares 78 Est. Cost $40.91 Unrealized
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 153 Est. Cost $33.71 Unrealized
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $4 Shares 24 Est. Cost $70.66 Unrealized +146.8%
NOW SERVICENOW INC 0.0%
Value ($000) $4 Shares 5 Est. Cost $104.30 Unrealized +84.8%
ONTO ONTO INNOVATION INC 0.0%
Value ($000) $4 Shares 32 Est. Cost $40.09 Unrealized +320.0%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $4 Shares 24 Est. Cost $44.06 Unrealized +285.1%
VNT VONTIER CORPORATION 0.0%
Value ($000) $4 Shares 118 Est. Cost $31.42 Unrealized +15.9%
PCOR PROCORE TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 58 Est. Cost $64.89 Unrealized +16.3%
SITM SITIME CORP 0.0%
Value ($000) $4 Shares 25 Est. Cost $111.95 Unrealized +71.4%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $4 Shares 355 Est. Cost $17.97 Unrealized -41.8%
MTDR MATADOR RES CO 0.0%
Value ($000) $4 Shares 74 Est. Cost $55.69 Unrealized -0.8%
MKL MARKEL GROUP INC 0.0%
Value ($000) $4 Shares 2 Est. Cost $1138.97 Unrealized +61.5%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $4 Shares 2 Est. Cost $1250.79 Unrealized +48.1%
GTLB GITLAB INC 0.0%
Value ($000) $4 Shares 78 Est. Cost $42.98 Unrealized +42.3%
CBRE CBRE GROUP INC 0.0%
Value ($000) $4 Shares 28 Est. Cost $63.88 Unrealized +112.7%
RAMP LIVERAMP HLDGS INC 0.0%
Value ($000) $4 Shares 140 Est. Cost $37.98 Unrealized -19.5%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $4 Shares 28 Est. Cost $61.73 Unrealized +121.1%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $4 Shares 25 Est. Cost $157.04 Unrealized +8.1%
MBB ISHARES TR 0.0%
Value ($000) $4 Shares 38 Est. Cost $91.68 Unrealized
FRPT FRESHPET INC 0.0%
Value ($000) $3 Shares 42 Est. Cost $122.18 Unrealized +0.1%
BIPC BROOKFIELD INFRASTRUCTURE CO 0.0%
Value ($000) $3 Shares 96 Est. Cost $37.89 Unrealized 0.0%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $3 Shares 20 Est. Cost $259.62 Unrealized -6.7%
EWJ ISHARES INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $3 Shares 32 Est. Cost $41.08 Unrealized
AMTM AMENTUM HOLDINGS INC 0.0%
Value ($000) $3 Shares 186 Est. Cost $20.37 Unrealized 0.0%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $3 Shares 7 Est. Cost $379.75 Unrealized +33.0%
TIP ISHARES TR 0.0%
Value ($000) $3 Shares 30 Est. Cost $111.39 Unrealized
FOUR SHIFT4 PMTS INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $52.22 Unrealized +97.3%
SABA CAPITAL INCOME & OPRNT 0.0%
Value ($000) $3 Shares 420 Est. Cost $7.70 Unrealized
RRR RED ROCK RESORTS INC 0.0%
Value ($000) $3 Shares 74 Est. Cost $21.29 Unrealized +122.2%
HQY HEALTHEQUITY INC 0.0%
Value ($000) $3 Shares 36 Est. Cost $63.56 Unrealized +61.4%
MNDY MONDAY COM LTD 0.0%
Value ($000) $3 Shares 13 Est. Cost $149.94 Unrealized +76.3%
PHR PHREESIA INC 0.0%
Value ($000) $3 Shares 122 Est. Cost $23.53 Unrealized +15.5%
HAE HAEMONETICS CORP MASS 0.0%
Value ($000) $3 Shares 49 Est. Cost $80.09 Unrealized -15.1%
CAVA CAVA GROUP INC 0.0%
Value ($000) $3 Shares 36 Est. Cost $53.61 Unrealized +102.3%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $3 Shares 15 Est. Cost $159.98 Unrealized +24.9%
COUCHBASE INC 0.0%
Value ($000) $3 Shares 197 Est. Cost $17.22 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $3 Shares 200 Est. Cost $10.00 Unrealized
LBRT LIBERTY ENERGY INC 0.0%
Value ($000) $3 Shares 188 Est. Cost $14.15 Unrealized +26.9%
AAON AAON INC 0.0%
Value ($000) $3 Shares 38 Est. Cost $93.94 Unrealized +9.3%
ASND ASCENDIS PHARMA A/S 0.0%
Value ($000) $3 Shares 19 Est. Cost $158.91 Unrealized
IT GARTNER INC 0.0%
Value ($000) $3 Shares 7 Est. Cost $323.43 Unrealized +52.4%
WING WINGSTOP INC 0.0%
Value ($000) $3 Shares 13 Est. Cost $132.05 Unrealized +97.0%
CFLT CONFLUENT INC 0.0%
Value ($000) $3 Shares 125 Est. Cost $27.31 Unrealized +6.1%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $395.95 Unrealized +50.0%
GLD SPDR GOLD TR 0.0%
Value ($000) $3 Shares 10 Est. Cost $243.00 Unrealized
SMPL SIMPLY GOOD FOODS CO 0.0%
Value ($000) $3 Shares 83 Est. Cost $23.73 Unrealized +52.4%
NCNO NCINO INC 0.0%
Value ($000) $3 Shares 104 Est. Cost $31.42 Unrealized +0.7%
TTAN SERVICETITAN INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $97.00 Unrealized 0.0%
MSCI MSCI INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $501.15 Unrealized +14.7%
EVR EVERCORE INC 0.0%
Value ($000) $3 Shares 14 Est. Cost $66.64 Unrealized +269.7%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $3 Shares 29 Est. Cost $83.09 Unrealized +11.1%
VEEV VEEVA SYS INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $199.52 Unrealized +14.5%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $289.17 Unrealized +54.1%
MHO M/I HOMES INC 0.0%
Value ($000) $3 Shares 24 Est. Cost $57.89 Unrealized +112.0%
TGT TARGET CORP 0.0%
Value ($000) $3 Shares 25 Est. Cost $102.66 Unrealized +17.1%
RBC RBC BEARINGS INC 0.0%
Value ($000) $3 Shares 8 Est. Cost $203.30 Unrealized +65.9%
KMX CARMAX INC 0.0%
Value ($000) $3 Shares 33 Est. Cost $94.44 Unrealized -15.1%
FRSH FRESHWORKS INC 0.0%
Value ($000) $3 Shares 178 Est. Cost $18.28 Unrealized -8.4%
AEE AMEREN CORP 0.0%
Value ($000) $3 Shares 25 Est. Cost $63.64 Unrealized +47.3%
BOOT BOOT BARN HLDGS INC 0.0%
Value ($000) $2 Shares 23 Est. Cost $63.37 Unrealized +111.0%
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 106 Est. Cost $38.47 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 29 Est. Cost $21.58 Unrealized +306.9%
NSPR INSPIREMD INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $5.38 Unrealized -47.4%
PRVA PRIVIA HEALTH GROUP INC 0.0%
Value ($000) $2 Shares 106 Est. Cost $29.91 Unrealized -22.3%
LEN LENNAR CORP 0.0%
Value ($000) $2 Shares 20 Est. Cost $65.06 Unrealized +89.2%
LZ LEGALZOOM COM INC 0.0%
Value ($000) $2 Shares 266 Est. Cost $13.38 Unrealized -33.1%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $2 Shares 50 Est. Cost $41.65 Unrealized
MERUS N V 0.0%
Value ($000) $2 Shares 53 Est. Cost $49.56 Unrealized
ALGT ALLEGIANT TRAVEL CO 0.0%
Value ($000) $2 Shares 42 Est. Cost $105.42 Unrealized -23.8%
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 86 Est. Cost $39.73 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.20 Unrealized
SPTL SPDR SER TR 0.0%
Value ($000) $2 Shares 78 Est. Cost $38.46 Unrealized
YYY AMPLIFY ETF TR 0.0%
Value ($000) $2 Shares 185 Est. Cost $16.58 Unrealized
WAL WESTERN ALLIANCE BANCORP 0.0%
Value ($000) $2 Shares 27 Est. Cost $56.05 Unrealized +46.7%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $2 Shares 6 Est. Cost $288.06 Unrealized +8.8%
FWONK LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $2 Shares 23 Est. Cost $71.83 Unrealized
LAD LITHIA MTRS INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $263.89 Unrealized +29.0%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $333.33 Unrealized
REXR REXFORD INDL RLTY INC 0.0%
Value ($000) $2 Shares 51 Est. Cost $40.00 Unrealized
SPSC SPS COMM INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $183.56 Unrealized -14.4%
XYZ BLOCK INC 0.0%
Value ($000) $2 Shares 36 Est. Cost $219.07 Unrealized -65.9%
CCL CARNIVAL CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.33 Unrealized +17.0%
INTA INTAPP INC 0.0%
Value ($000) $2 Shares 32 Est. Cost $60.30 Unrealized +9.3%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $21.65 Unrealized +47.3%
ICSH ISHARES TR 0.0%
Value ($000) $2 Shares 35 Est. Cost $50.32 Unrealized
JPST JP MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $2 Shares 35 Est. Cost $50.14 Unrealized
GTM ZOOMINFO TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 180 Est. Cost $15.77 Unrealized -33.5%
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $2 Shares 12 Est. Cost $168.35 Unrealized 0.0%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $2 Shares 23 Est. Cost $60.70 Unrealized +22.7%
IXP ISHARES TR 0.0%
Value ($000) $2 Shares 18 Est. Cost $62.89 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $2 Shares 6 Est. Cost $93.20 Unrealized +163.2%
SLAB SILICON LABORATORIES INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $115.54 Unrealized +16.9%
ALKT ALKAMI TECHNOLOGY INC 0.0%
Value ($000) $2 Shares 64 Est. Cost $25.00 Unrealized +25.9%
PFGC PERFORMANCE FOOD GROUP CO 0.0%
Value ($000) $2 Shares 21 Est. Cost $46.22 Unrealized +80.6%
FROG JFROG LTD 0.0%
Value ($000) $2 Shares 51 Est. Cost $34.81 Unrealized 0.0%
TPH TRI POINTE HOMES INC 0.0%
Value ($000) $2 Shares 51 Est. Cost $16.06 Unrealized +112.5%
CTVA CORTEVA INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $24.50 Unrealized +150.0%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $180.68 Unrealized +2.0%
AVPT AVEPOINT INC 0.0%
Value ($000) $2 Shares 108 Est. Cost $8.67 Unrealized +93.7%
GEV GE VERNOVA INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $348.14 Unrealized 0.0%
LOAR LOAR HOLDINGS INC 0.0%
Value ($000) $1 Shares 21 Est. Cost $81.97 Unrealized -12.0%
ENTG ENTEGRIS INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $100.41 Unrealized 0.0%
INR INFINITY NAT RES INC 0.0%
Value ($000) $1 Shares 74 Est. Cost $18.74 Unrealized 0.0%
FLYW FLYWIRE CORPORATION 0.0%
Value ($000) $1 Shares 144 Est. Cost $30.99 Unrealized -49.2%
STIP ISHARES TR 0.0%
Value ($000) $1 Shares 13 Est. Cost $97.54 Unrealized
APGE APOGEE THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 36 Est. Cost $43.66 Unrealized -11.4%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $348.21 Unrealized 0.0%
ODD ODDITY TECH LTD 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.83 Unrealized +31.4%
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value ($000) $1 Shares 26 Est. Cost $31.12 Unrealized +70.2%
IDXX IDEXX LABS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $434.21 Unrealized 0.0%
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $76.95 Unrealized 0.0%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $206.53 Unrealized +38.6%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 43 Est. Cost $26.38 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $300.39 Unrealized 0.0%
BEPC BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $1 Shares 41 Est. Cost $26.31 Unrealized 0.0%
PTLO PORTILLOS INC 0.0%
Value ($000) $1 Shares 96 Est. Cost $13.01 Unrealized 0.0%
SHOO MADDEN STEVEN LTD 0.0%
Value ($000) $1 Shares 42 Est. Cost $26.69 Unrealized +28.5%
WAT WATERS CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $365.79 Unrealized +5.8%
H HYATT HOTELS CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $139.75 Unrealized +2.6%
EMB ISHARES TR 0.0%
Value ($000) $1 Shares 12 Est. Cost $89.04 Unrealized
CCC CCC INTELLIGENT SOLUTIONS HL 0.0%
Value ($000) $1 Shares 120 Est. Cost $11.29 Unrealized -8.1%
HRI HERC HLDGS INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $196.39 Unrealized -15.2%
NEO NEOGENOMICS INC 0.0%
Value ($000) $1 Shares 112 Est. Cost $16.10 Unrealized -22.4%
AME AMETEK INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $180.74 Unrealized -0.1%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $174.81 Unrealized -36.4%
DAWN DAY ONE BIOPHARMACEUTICALS I 0.0%
Value ($000) $1 Shares 129 Est. Cost $13.40 Unrealized -19.6%
VIAV VIAVI SOLUTIONS INC 0.0%
Value ($000) $1 Shares 91 Est. Cost $12.78 Unrealized -12.9%
CBLL CERIBELL INC 0.0%
Value ($000) $1 Shares 53 Est. Cost $22.24 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $266.65 Unrealized 0.0%
CNTA CENTESSA PHARMACEUTICALS PLC 0.0%
Value ($000) $1 Shares 70 Est. Cost $14.39 Unrealized