BELLEVUE ASSET MANAGEMENT, LLC Diversified Active

CIK: 0001801619 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 23, 2025

Total Value ($000): $205,468 (100.0% shares, 0.0% debt)

Holdings (472)

MSFT MICROSOFT CORP 33.5%
Value ($000) $68,748 Shares 138,211 Est. Cost $208.37 Unrealized +107.5%
AAPL APPLE INC 5.6%
Value ($000) $11,504 Shares 56,068 Est. Cost $95.17 Unrealized +111.6%
CGGR CAPITAL GROUP GROWTH ETF 5.2%
Value ($000) $10,618 Shares 261,199 Est. Cost $29.34 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 4.8%
Value ($000) $9,930 Shares 158,273 Est. Cost $51.58 Unrealized
LMBS FIRST TR EXCHANGE- TRADED FD 4.2%
Value ($000) $8,708 Shares 176,778 Est. Cost $49.43 Unrealized
COST COSTCO WHSL CORP NEW 3.2%
Value ($000) $6,653 Shares 6,720 Est. Cost $271.59 Unrealized +264.8%
DYNF BLACKROCK ETF TRUST 2.5%
Value ($000) $5,097 Shares 93,599 Est. Cost $48.78 Unrealized
AMZN AMAZON COM INC 2.2%
Value ($000) $4,564 Shares 20,801 Est. Cost $128.88 Unrealized +53.5%
JIRE JP MORGAN EXCHANGE TRADED F 2.1%
Value ($000) $4,307 Shares 60,864 Est. Cost $58.85 Unrealized
VGT VANGUARD WORLD FDS 2.1%
Value ($000) $4,262 Shares 6,425 Est. Cost $259.07 Unrealized
FLXR TCW ETF TRUST 2.0%
Value ($000) $4,046 Shares 102,568 Est. Cost $39.45 Unrealized
JSCP JP MORGAN EXCHANGE TRADED F 2.0%
Value ($000) $4,028 Shares 84,916 Est. Cost $47.44 Unrealized
SBUX STARBUCKS CORP 1.9%
Value ($000) $3,847 Shares 41,979 Est. Cost $74.48 Unrealized +14.4%
TEK BLACKROCK ETF TRUST 1.5%
Value ($000) $3,178 Shares 112,842 Est. Cost $22.29 Unrealized
JEPI JP MORGAN EXCHANGE TRADED F 1.5%
Value ($000) $3,093 Shares 54,401 Est. Cost $55.34 Unrealized
FNX FIRST TR EXCHANGE-TRADED ALP 1.3%
Value ($000) $2,721 Shares 23,690 Est. Cost $88.45 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 1.2%
Value ($000) $2,365 Shares 39,497 Est. Cost $54.58 Unrealized
PWRD TCW ETF TRUST 1.1%
Value ($000) $2,233 Shares 24,768 Est. Cost $59.71 Unrealized
JEPQ JP MORGAN EXCHANGE TRADED F 1.0%
Value ($000) $2,150 Shares 39,521 Est. Cost $50.17 Unrealized
ABT ABBOTT LABS 0.9%
Value ($000) $1,833 Shares 13,477 Est. Cost $90.62 Unrealized +44.1%
GOOGL ALPHABET INC 0.8%
Value ($000) $1,661 Shares 9,424 Est. Cost $107.77 Unrealized +51.5%
AMGN AMGEN INC 0.7%
Value ($000) $1,417 Shares 5,076 Est. Cost $182.69 Unrealized +52.0%
VCR VANGUARD WORLD FDS 0.6%
Value ($000) $1,326 Shares 3,660 Est. Cost $189.51 Unrealized
GOOG ALPHABET INC 0.6%
Value ($000) $1,303 Shares 7,344 Est. Cost $108.49 Unrealized +51.9%
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $1,081 Shares 6,840 Est. Cost $100.74 Unrealized +24.9%
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $1,073 Shares 1,736 Est. Cost $399.24 Unrealized
WRB BERKLEY W R CORP 0.5%
Value ($000) $993 Shares 13,516 Est. Cost $37.72 Unrealized +85.4%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $991 Shares 3,416 Est. Cost $100.90 Unrealized +150.4%
VHT VANGUARD WORLD FDS 0.5%
Value ($000) $943 Shares 3,798 Est. Cost $191.76 Unrealized
SCHD SCHWAB STRATEGIC TR 0.4%
Value ($000) $877 Shares 33,109 Est. Cost $36.80 Unrealized
SCHG SCHWAB STRATEGIC TR 0.4%
Value ($000) $857 Shares 29,347 Est. Cost $35.78 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $729 Shares 16,603 Est. Cost $44.07 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $714 Shares 2,349 Est. Cost $173.40 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $706 Shares 10,175 Est. Cost $38.19 Unrealized +58.1%
FNDB SCHWAB STRATEGIC TR 0.3%
Value ($000) $685 Shares 28,555 Est. Cost $29.72 Unrealized
V VISA INC 0.3%
Value ($000) $627 Shares 1,765 Est. Cost $177.09 Unrealized +95.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $618 Shares 1,273 Est. Cost $280.28 Unrealized +81.2%
ADBE ADOBE INC 0.3%
Value ($000) $595 Shares 1,539 Est. Cost $294.23 Unrealized +31.0%
HD HOME DEPOT INC 0.3%
Value ($000) $578 Shares 1,575 Est. Cost $197.01 Unrealized +80.7%
DVY ISHARES TR 0.3%
Value ($000) $560 Shares 4,214 Est. Cost $109.74 Unrealized
JPUS JP MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $537 Shares 4,540 Est. Cost $82.89 Unrealized
LRCX LAM RESEARCH CORP 0.2%
Value ($000) $486 Shares 4,990 Est. Cost $74.98 Unrealized +5.2%
FVD FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $485 Shares 10,846 Est. Cost $40.03 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $476 Shares 21,248 Est. Cost $48.92 Unrealized -57.6%
LLY ELI LILLY & CO 0.2%
Value ($000) $446 Shares 572 Est. Cost $569.43 Unrealized +35.8%
AVGO BROADCOM INC 0.2%
Value ($000) $442 Shares 1,605 Est. Cost $212.91 Unrealized +1.4%
NFLX NETFLIX INC 0.2%
Value ($000) $435 Shares 325 Est. Cost $30.70 Unrealized +268.3%
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $435 Shares 17,790 Est. Cost $36.18 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $426 Shares 1,342 Est. Cost $220.74 Unrealized +36.5%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $415 Shares 2,279 Est. Cost $59.98 Unrealized +179.1%
KLAC KLA CORP 0.2%
Value ($000) $408 Shares 455 Est. Cost $157.00 Unrealized +376.8%
LUV SOUTHWEST AIRLS CO 0.2%
Value ($000) $396 Shares 12,200 Est. Cost $44.70 Unrealized -33.6%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $391 Shares 2,452 Est. Cost $105.71 Unrealized +52.1%
IYF ISHARES TR 0.2%
Value ($000) $360 Shares 2,979 Est. Cost $110.72 Unrealized
BAC BANK AMERICA CORP 0.2%
Value ($000) $358 Shares 7,575 Est. Cost $27.70 Unrealized +49.6%
PCAR PACCAR INC 0.2%
Value ($000) $331 Shares 3,478 Est. Cost $49.84 Unrealized +81.5%
FXR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $300 Shares 4,042 Est. Cost $45.14 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $272 Shares 2,062 Est. Cost $115.38 Unrealized +13.6%
ORCL ORACLE CORP 0.1%
Value ($000) $267 Shares 1,221 Est. Cost $54.62 Unrealized +194.4%
DINT DAVIS FUNDAMENTAL ETF TR 0.1%
Value ($000) $267 Shares 10,311 Est. Cost $18.60 Unrealized
FISV FISERV INC 0.1%
Value ($000) $266 Shares 1,540 Est. Cost $110.41 Unrealized +64.2%
JPIN JP MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $260 Shares 4,047 Est. Cost $57.11 Unrealized
QLV FLEXSHARES TR 0.1%
Value ($000) $246 Shares 3,617 Est. Cost $46.98 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $238 Shares 1,560 Est. Cost $115.04 Unrealized +31.1%
VOO VANGARD INDEX FDS 0.1%
Value ($000) $236 Shares 414 Est. Cost $466.04 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $234 Shares 1,756 Est. Cost $95.50 Unrealized
NKE NIKE INC 0.1%
Value ($000) $233 Shares 3,280 Est. Cost $88.07 Unrealized -32.9%
PPA INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $231 Shares 1,633 Est. Cost $68.51 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $227 Shares 2,466 Est. Cost $83.27 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $220 Shares 3,103 Est. Cost $45.26 Unrealized +54.2%
MO ALTRIA GROUP INC 0.1%
Value ($000) $219 Shares 3,738 Est. Cost $29.51 Unrealized +89.6%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $212 Shares 4,577 Est. Cost $45.35 Unrealized +4.1%
TSBK TIMBERLAND BANCORP INC 0.1%
Value ($000) $200 Shares 6,400 Est. Cost $24.54 Unrealized +20.6%
FNDA SCHWAB STRATEGIC TR 0.1%
Value ($000) $193 Shares 6,741 Est. Cost $36.68 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $191 Shares 2,837 Est. Cost $45.94 Unrealized +41.8%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $184 Shares 1,285 Est. Cost $88.59 Unrealized +54.6%
META META PLATFORMS INC 0.1%
Value ($000) $183 Shares 248 Est. Cost $225.33 Unrealized +173.6%
FDX FEDEX CORP 0.1%
Value ($000) $183 Shares 803 Est. Cost $138.68 Unrealized +55.2%
IVV ISHARES TR 0.1%
Value ($000) $180 Shares 290 Est. Cost $425.81 Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $172 Shares 4,097 Est. Cost $32.70 Unrealized
BA BOEING CO 0.1%
Value ($000) $171 Shares 814 Est. Cost $341.96 Unrealized -44.8%
QCOM QUALCOMM INC 0.1%
Value ($000) $170 Shares 1,066 Est. Cost $83.06 Unrealized +74.6%
DFUV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $158 Shares 3,743 Est. Cost $42.28 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $157 Shares 620 Est. Cost $93.63 Unrealized
AIVL WISDOMTREE TR 0.1%
Value ($000) $154 Shares 1,366 Est. Cost $92.36 Unrealized
ITA ISHARES TR 0.1%
Value ($000) $152 Shares 806 Est. Cost $157.25 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $152 Shares 520 Est. Cost $175.63 Unrealized +72.8%
DIS DISNEY WALT CO 0.1%
Value ($000) $150 Shares 1,208 Est. Cost $134.67 Unrealized -23.7%
PTF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $144 Shares 2,103 Est. Cost $55.06 Unrealized
NOK NOKIA CORP 0.1%
Value ($000) $140 Shares 27,047 Est. Cost $3.44 Unrealized
EXR EXTRA SPACE STORAGE INC 0.1%
Value ($000) $139 Shares 942 Est. Cost $121.22 Unrealized +16.2%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $134 Shares 238 Est. Cost $278.68 Unrealized +97.9%
DFSU DIMENSIONAL ETF TRUST 0.1%
Value ($000) $129 Shares 3,292 Est. Cost $34.86 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $129 Shares 631 Est. Cost $127.70 Unrealized
ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.1%
Value ($000) $120 Shares 10,335 Est. Cost $28.54 Unrealized -68.2%
EMR EMERSON ELEC CO 0.1%
Value ($000) $120 Shares 900 Est. Cost $62.82 Unrealized +80.7%
FXG FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $120 Shares 1,895 Est. Cost $50.28 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $120 Shares 654 Est. Cost $53.00 Unrealized +197.1%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $119 Shares 650 Est. Cost $85.74 Unrealized +98.8%
PRN INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $117 Shares 746 Est. Cost $68.45 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $107 Shares 484 Est. Cost $101.61 Unrealized +117.1%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $107 Shares 1,058 Est. Cost $126.21 Unrealized -25.4%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $106 Shares 150 Est. Cost $186.36 Unrealized +206.8%
TOTL SSGA ACTIVE ETF TR 0.1%
Value ($000) $106 Shares 2,646 Est. Cost $41.21 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $105 Shares 1,432 Est. Cost $17.13 Unrealized +293.0%
IYE ISHARES TR 0.1%
Value ($000) $104 Shares 2,306 Est. Cost $26.81 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $102 Shares 1,084 Est. Cost $93.81 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $98 Shares 1,063 Est. Cost $48.88 Unrealized +80.0%
CI THE CIGNA GROUP 0.0%
Value ($000) $95 Shares 288 Est. Cost $177.32 Unrealized +79.3%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $95 Shares 1,066 Est. Cost $87.09 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $95 Shares 1,826 Est. Cost $43.80 Unrealized +22.8%
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $93 Shares 527 Est. Cost $142.22 Unrealized
BMVP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $93 Shares 1,920 Est. Cost $57.63 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $91 Shares 165 Est. Cost $468.92 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $88 Shares 1,566 Est. Cost $31.59 Unrealized
PFI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $84 Shares 1,472 Est. Cost $38.74 Unrealized
HRL HORMEL FOODS CORP 0.0%
Value ($000) $83 Shares 2,753 Est. Cost $36.05 Unrealized -18.3%
UNP UNION PAC CORP 0.0%
Value ($000) $83 Shares 360 Est. Cost $151.23 Unrealized +44.5%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $78 Shares 261 Est. Cost $188.01 Unrealized +61.1%
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $76 Shares 1,587 Est. Cost $43.69 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $75 Shares 453 Est. Cost $128.44 Unrealized +25.8%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $75 Shares 676 Est. Cost $56.88 Unrealized +83.5%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $74 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
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $73 Shares 157 Est. Cost $343.23 Unrealized +33.7%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $72 Shares 165 Est. Cost $181.25 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $71 Shares 716 Est. Cost $40.97 Unrealized +132.9%
VAW VANGUARD WORLD FDS 0.0%
Value ($000) $68 Shares 350 Est. Cost $133.33 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $68 Shares 579 Est. Cost $72.59 Unrealized +59.0%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $67 Shares 400 Est. Cost $115.73 Unrealized +39.5%
JHML JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $67 Shares 915 Est. Cost $41.54 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $67 Shares 266 Est. Cost $181.30 Unrealized +25.2%
PSL INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $64 Shares 580 Est. Cost $73.95 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $64 Shares 704 Est. Cost $60.05 Unrealized +49.9%
CM CANADIAN IMPERIAL BK COMM 0.0%
Value ($000) $62 Shares 870 Est. Cost $38.73 Unrealized +64.5%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $60 Shares 235 Est. Cost $165.56 Unrealized +40.8%
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $60 Shares 5,404 Est. Cost $15.02 Unrealized
T AT&T INC 0.0%
Value ($000) $60 Shares 2,074 Est. Cost $18.29 Unrealized +47.4%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $60 Shares 1,383 Est. Cost $40.55 Unrealized +3.1%
COLB COLUMBIA BKG SYS INC 0.0%
Value ($000) $59 Shares 2,543 Est. Cost $28.83 Unrealized -22.5%
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $58 Shares 2,370 Est. Cost $25.64 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $58 Shares 931 Est. Cost $33.30 Unrealized
COHEN & STEERS INFRASTRUCTUR 0.0%
Value ($000) $57 Shares 2,130 Est. Cost $26.06 Unrealized
GNW GENWORTH FINL INC 0.0%
Value ($000) $57 Shares 7,343 Est. Cost $3.83 Unrealized +82.7%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $57 Shares 2,600 Est. Cost $10.25 Unrealized +94.9%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $57 Shares 205 Est. Cost $200.00 Unrealized
XAR SPDR SERIES TRUST 0.0%
Value ($000) $56 Shares 267 Est. Cost $110.32 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $56 Shares 709 Est. Cost $70.01 Unrealized +10.5%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $56 Shares 435 Est. Cost $111.65 Unrealized +18.0%
LIN LINDE PLC 0.0%
Value ($000) $56 Shares 119 Est. Cost $322.30 Unrealized +40.3%
USB US BANCORP DEL 0.0%
Value ($000) $54 Shares 1,198 Est. Cost $40.77 Unrealized -0.0%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $54 Shares 2,110 Est. Cost $23.11 Unrealized +10.7%
O REALTY INCOME CORP 0.0%
Value ($000) $54 Shares 935 Est. Cost $54.71 Unrealized -0.4%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $53 Shares 391 Est. Cost $102.21 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $31.00 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $52 Shares 248 Est. Cost $108.01 Unrealized +61.3%
QUAL ISHARES TR 0.0%
Value ($000) $51 Shares 279 Est. Cost $175.35 Unrealized
WAFD WAFD INC 0.0%
Value ($000) $51 Shares 1,735 Est. Cost $26.14 Unrealized +5.0%
COR CENCORA INC 0.0%
Value ($000) $50 Shares 166 Est. Cost $71.20 Unrealized +302.8%
MAS MASCO CORP 0.0%
Value ($000) $50 Shares 773 Est. Cost $41.05 Unrealized +51.5%
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $49 Shares 2,759 Est. Cost $19.86 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $49 Shares 451 Est. Cost $58.55 Unrealized +78.5%
PTH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $47 Shares 1,212 Est. Cost $54.39 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $46 Shares 1,337 Est. Cost $34.57 Unrealized
NDAQ NASDAQ INC 0.0%
Value ($000) $45 Shares 504 Est. Cost $47.77 Unrealized +65.7%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $45 Shares 90 Est. Cost $344.22 Unrealized +41.2%
PFE PFIZER INC 0.0%
Value ($000) $45 Shares 1,851 Est. Cost $26.89 Unrealized -16.9%
JHMM JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $45 Shares 729 Est. Cost $39.49 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $44 Shares 536 Est. Cost $55.54 Unrealized +41.5%
IJR ISHARES TR 0.0%
Value ($000) $44 Shares 401 Est. Cost $115.22 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $43 Shares 298 Est. Cost $70.68 Unrealized +108.7%
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $42 Shares 1,720 Est. Cost $49.01 Unrealized
SPYD SPDR SERIES TRUST 0.0%
Value ($000) $42 Shares 982 Est. Cost $43.28 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $42 Shares 651 Est. Cost $47.71 Unrealized
LRGF ISHARES TR 0.0%
Value ($000) $42 Shares 648 Est. Cost $35.07 Unrealized
PXF INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $41 Shares 721 Est. Cost $42.62 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $41 Shares 106 Est. Cost $123.39 Unrealized +168.1%
DOV DOVER CORP 0.0%
Value ($000) $41 Shares 223 Est. Cost $104.19 Unrealized +65.8%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $39 Shares 223 Est. Cost $120.43 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $39 Shares 851 Est. Cost $46.34 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $39 Shares 355 Est. Cost $101.54 Unrealized
LNTH LANTHEUS HLDGS INC 0.0%
Value ($000) $39 Shares 475 Est. Cost $26.12 Unrealized +236.2%
PEZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $37 Shares 369 Est. Cost $53.52 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $37 Shares 869 Est. Cost $27.82 Unrealized +44.2%
DDWM WISDOMTREE TR 0.0%
Value ($000) $36 Shares 912 Est. Cost $30.41 Unrealized
DIVO AMPLIFY ETF TR 0.0%
Value ($000) $36 Shares 849 Est. Cost $36.25 Unrealized
TXT TEXTRON INC 0.0%
Value ($000) $36 Shares 447 Est. Cost $45.95 Unrealized +57.3%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $36 Shares 424 Est. Cost $46.02 Unrealized +71.5%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $35 Shares 432 Est. Cost $39.51 Unrealized +80.1%
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $35 Shares 922 Est. Cost $25.47 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $34 Shares 143 Est. Cost $164.29 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $34 Shares 44 Est. Cost $170.66 Unrealized +276.1%
IWM ISHARES TR 0.0%
Value ($000) $34 Shares 156 Est. Cost $194.30 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $33 Shares 637 Est. Cost $47.96 Unrealized +7.2%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $33 Shares 285 Est. Cost $69.56 Unrealized +59.4%
OKE ONEOK INC NEW 0.0%
Value ($000) $32 Shares 392 Est. Cost $44.52 Unrealized +81.2%
PYZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $31 Shares 338 Est. Cost $62.71 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $31 Shares 1,010 Est. Cost $27.71 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $31 Shares 100 Est. Cost $39.81 Unrealized +493.1%
IJH ISHARES TR 0.0%
Value ($000) $31 Shares 500 Est. Cost $89.59 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TRU 0.0%
Value ($000) $31 Shares 517 Est. Cost $43.72 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $30 Shares 103 Est. Cost $103.67 Unrealized +144.8%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $30 Shares 138 Est. Cost $123.19 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $30 Shares 57 Est. Cost $479.29 Unrealized +16.0%
CSX CSX CORP 0.0%
Value ($000) $29 Shares 900 Est. Cost $27.90 Unrealized +6.8%
HDV ISHARES TR 0.0%
Value ($000) $29 Shares 250 Est. Cost $98.67 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $29 Shares 150 Est. Cost $135.00 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $29 Shares 386 Est. Cost $50.72 Unrealized +38.5%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $28 Shares 192 Est. Cost $83.33 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $28 Shares 500 Est. Cost $93.52 Unrealized
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $28 Shares 696 Est. Cost $32.55 Unrealized
AVUV AMERICAN CENTY ETF TR 0.0%
Value ($000) $28 Shares 302 Est. Cost $89.72 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $27 Shares 292 Est. Cost $37.84 Unrealized +119.8%
IWS ISHARES TR 0.0%
Value ($000) $26 Shares 200 Est. Cost $111.82 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $26 Shares 171 Est. Cost $65.16 Unrealized +127.0%
PUI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $26 Shares 628 Est. Cost $34.04 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $26 Shares 324 Est. Cost $62.22 Unrealized
KARS KRANESHARES TR 0.0%
Value ($000) $25 Shares 1,153 Est. Cost $23.83 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $25 Shares 283 Est. Cost $86.84 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $24 Shares 186 Est. Cost $100.68 Unrealized +21.7%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $24 Shares 964 Est. Cost $30.40 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $24 Shares 344 Est. Cost $59.00 Unrealized
F FORD MTR CO 0.0%
Value ($000) $24 Shares 2,187 Est. Cost $10.34 Unrealized -4.5%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $23 Shares 280 Est. Cost $64.47 Unrealized
HYS PIMCO ETF TR 0.0%
Value ($000) $23 Shares 240 Est. Cost $100.00 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $22 Shares 858 Est. Cost $24.34 Unrealized +9.5%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $22 Shares 444 Est. Cost $49.51 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $22 Shares 753 Est. Cost $28.95 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $22 Shares 370 Est. Cost $37.02 Unrealized
LIT GLOBAL X FDS 0.0%
Value ($000) $21 Shares 555 Est. Cost $27.29 Unrealized
ZM ZOOM COMMUNICATIONS INC 0.0%
Value ($000) $20 Shares 260 Est. Cost $318.19 Unrealized -75.7%
COHEN & STEERS QUALITY INCOM 0.0%
Value ($000) $20 Shares 1,609 Est. Cost $15.42 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $20 Shares 286 Est. Cost $69.34 Unrealized -1.8%
VLTO VERALTO CORP 0.0%
Value ($000) $20 Shares 197 Est. Cost $74.39 Unrealized +29.3%
DHR DANAHER CORPORATION 0.0%
Value ($000) $20 Shares 100 Est. Cost $122.98 Unrealized +56.9%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $20 Shares 13 Est. Cost $857.75 Unrealized +53.2%
FG F&G ANNUITIES & LIFE INC 0.0%
Value ($000) $19 Shares 604 Est. Cost $18.69 Unrealized +74.2%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $19 Shares 300 Est. Cost $40.69 Unrealized +16.6%
CRM SALESFORCE INC 0.0%
Value ($000) $19 Shares 70 Est. Cost $166.51 Unrealized +59.8%
FDD FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $19 Shares 1,202 Est. Cost $13.98 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $19 Shares 568 Est. Cost $18.75 Unrealized
GSK GSK PLC 0.0%
Value ($000) $19 Shares 482 Est. Cost $30.04 Unrealized
MDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $18 Shares 1,169 Est. Cost $18.55 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $18 Shares 249 Est. Cost $73.63 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $18 Shares 437 Est. Cost $29.42 Unrealized +24.2%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $17 Shares 572 Est. Cost $29.86 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $17 Shares 86 Est. Cost $190.87 Unrealized
XBI SPDR SERIES TRUST 0.0%
Value ($000) $17 Shares 200 Est. Cost $94.53 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $16 Shares 84 Est. Cost $183.39 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value ($000) $16 Shares 501 Est. Cost $21.85 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $16 Shares 352 Est. Cost $24.85 Unrealized +76.2%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $16 Shares 200 Est. Cost $85.00 Unrealized
IVOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $16 Shares 150 Est. Cost $95.67 Unrealized
GFS GLOBALFOUNDRIES INC 0.0%
Value ($000) $15 Shares 400 Est. Cost $50.07 Unrealized -27.6%
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $15 Shares 150 Est. Cost $97.73 Unrealized
IPGP IPG PHOTONICS CORP 0.0%
Value ($000) $15 Shares 220 Est. Cost $89.69 Unrealized -30.4%
BUG GLOBAL X FDS 0.0%
Value ($000) $15 Shares 398 Est. Cost $27.24 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $15 Shares 231 Est. Cost $48.69 Unrealized +31.3%
BIDU BAIDU INC 0.0%
Value ($000) $15 Shares 170 Est. Cost $84.31 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $14 Shares 143 Est. Cost $166.62 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $14 Shares 110 Est. Cost $92.08 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $14 Shares 100 Est. Cost $110.00 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $14 Shares 47 Est. Cost $276.89 Unrealized -1.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $14 Shares 60 Est. Cost $141.05 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $13 Shares 125 Est. Cost $52.57 Unrealized +91.9%
SGOL ETFS GOLD TR 0.0%
Value ($000) $13 Shares 419 Est. Cost $25.05 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $13 Shares 90 Est. Cost $88.89 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $12 Shares 145 Est. Cost $64.77 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $12 Shares 55 Est. Cost $243.94 Unrealized -13.8%
GLW CORNING INC 0.0%
Value ($000) $12 Shares 229 Est. Cost $24.85 Unrealized +86.4%
IYW ISHARES TR 0.0%
Value ($000) $12 Shares 69 Est. Cost $150.66 Unrealized
IGE ISHARES TR 0.0%
Value ($000) $12 Shares 269 Est. Cost $42.73 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $12 Shares 119 Est. Cost $95.25 Unrealized +12.6%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $11 Shares 100 Est. Cost $135.51 Unrealized
BINC BLACKROCK ETF TRUST II 0.0%
Value ($000) $10 Shares 192 Est. Cost $61.37 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $10 Shares 160 Est. Cost $115.13 Unrealized -49.3%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $10 Shares 420 Est. Cost $36.86 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $10 Shares 108 Est. Cost $75.52 Unrealized +11.2%
COP CONOCOPHILLIPS 0.0%
Value ($000) $10 Shares 108 Est. Cost $49.44 Unrealized +78.0%
SATS ECHOSTAR CORP 0.0%
Value ($000) $10 Shares 350 Est. Cost $13.94 Unrealized +57.6%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $10 Shares 705 Est. Cost $36.41 Unrealized -62.7%
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $10 Shares 75 Est. Cost $73.33 Unrealized
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 65 Est. Cost $54.63 Unrealized +113.0%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $9 Shares 164 Est. Cost $57.01 Unrealized
BANR BANNER CORP 0.0%
Value ($000) $9 Shares 142 Est. Cost $43.71 Unrealized +37.8%
VGSR MANAGER DIRECTED PORTFOLIOS 0.0%
Value ($000) $9 Shares 869 Est. Cost $9.67 Unrealized
PAVE GLOBAL X FDS 0.0%
Value ($000) $9 Shares 204 Est. Cost $27.50 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $9 Shares 420 Est. Cost $24.13 Unrealized
HEI/A HEICO CORP NEW 0.0%
Value ($000) $9 Shares 34 Est. Cost $111.56 Unrealized +96.0%
TPYP TORTOISE CAPITAL SERIES TRUS 0.0%
Value ($000) $9 Shares 244 Est. Cost $35.83 Unrealized
WMT WALMART INC 0.0%
Value ($000) $9 Shares 87 Est. Cost $85.80 Unrealized +10.4%
BN BROOKFIELD CORP 0.0%
Value ($000) $8 Shares 137 Est. Cost $22.74 Unrealized +62.3%
HYG ISHARES TR 0.0%
Value ($000) $8 Shares 103 Est. Cost $89.90 Unrealized
FXI ISHARES TR 0.0%
Value ($000) $8 Shares 223 Est. Cost $43.28 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $8 Shares 156 Est. Cost $26.84 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $8 Shares 75 Est. Cost $67.37 Unrealized +48.8%
RTX RTX CORPORATION 0.0%
Value ($000) $8 Shares 54 Est. Cost $56.16 Unrealized +134.6%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $8 Shares 111 Est. Cost $65.78 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $8 Shares 34 Est. Cost $227.09 Unrealized
NSA NATIONAL STORAGE AFFILIATES 0.0%
Value ($000) $8 Shares 240 Est. Cost $48.20 Unrealized
HNDL STRATEGY SHS 0.0%
Value ($000) $8 Shares 350 Est. Cost $24.41 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $8 Shares 153 Est. Cost $55.99 Unrealized -13.2%
NI NISOURCE INC 0.0%
Value ($000) $7 Shares 185 Est. Cost $34.83 Unrealized +10.8%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $7 Shares 28 Est. Cost $111.74 Unrealized +112.7%
PID INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $7 Shares 359 Est. Cost $17.06 Unrealized
EWY ISHARES INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $60.00 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $7 Shares 20 Est. Cost $259.62 Unrealized -10.0%
QTUM ETF SER SOLUTIONS 0.0%
Value ($000) $7 Shares 75 Est. Cost $81.15 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $56.62 Unrealized +13.4%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $7 Shares 22 Est. Cost $237.90 Unrealized +57.6%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $7 Shares 75 Est. Cost $87.59 Unrealized +4.1%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $7 Shares 29 Est. Cost $211.11 Unrealized +8.8%
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $7 Shares 116 Est. Cost $25.59 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $6 Shares 34 Est. Cost $107.75 Unrealized +69.5%
KKR KKR & CO INC 0.0%
Value ($000) $6 Shares 48 Est. Cost $34.65 Unrealized +236.6%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $6 Shares 51 Est. Cost $75.24 Unrealized +23.9%
TLT ISHARES TR 0.0%
Value ($000) $6 Shares 69 Est. Cost $87.32 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $6 Shares 200 Est. Cost $37.23 Unrealized
CPB THE CAMPBELLS COMPANY 0.0%
Value ($000) $6 Shares 200 Est. Cost $38.78 Unrealized -11.5%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $6 Shares 72 Est. Cost $55.56 Unrealized
SCI SERVICE CORP INTL 0.0%
Value ($000) $6 Shares 74 Est. Cost $81.80 Unrealized -4.6%
VMC VULCAN MATLS CO 0.0%
Value ($000) $6 Shares 23 Est. Cost $163.16 Unrealized +56.9%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $6 Shares 127 Est. Cost $17.12 Unrealized +111.6%
CPRT COPART INC 0.0%
Value ($000) $6 Shares 119 Est. Cost $35.43 Unrealized +58.0%
EVRG EVERGY INC 0.0%
Value ($000) $6 Shares 83 Est. Cost $59.21 Unrealized +10.8%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $6 Shares 139 Est. Cost $35.97 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $6 Shares 204 Est. Cost $32.96 Unrealized
ACA ARCOSA INC 0.0%
Value ($000) $6 Shares 66 Est. Cost $47.42 Unrealized +76.1%
TJX TJX COS INC NEW 0.0%
Value ($000) $6 Shares 46 Est. Cost $117.72 Unrealized +6.9%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $6 Shares 25 Est. Cost $157.04 Unrealized +15.1%
AIR AAR CORP 0.0%
Value ($000) $6 Shares 81 Est. Cost $51.09 Unrealized +17.5%
MET METLIFE INC 0.0%
Value ($000) $6 Shares 69 Est. Cost $45.51 Unrealized +66.6%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $5 Shares 21 Est. Cost $212.08 Unrealized +11.8%
GVA GRANITE CONSTR INC 0.0%
Value ($000) $5 Shares 57 Est. Cost $24.35 Unrealized +246.0%
SITM SITIME CORP 0.0%
Value ($000) $5 Shares 25 Est. Cost $111.95 Unrealized +61.4%
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 +56.7%
BRBR BELLRING BRANDS INC 0.0%
Value ($000) $5 Shares 89 Est. Cost $25.08 Unrealized +166.0%
NOW SERVICENOW INC 0.0%
Value ($000) $5 Shares 5 Est. Cost $104.30 Unrealized +80.9%
BRO BROWN & BROWN INC 0.0%
Value ($000) $5 Shares 46 Est. Cost $50.16 Unrealized +123.1%
IDEV ISHARES TR 0.0%
Value ($000) $5 Shares 66 Est. Cost $75.76 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $5 Shares 100 Est. Cost $48.02 Unrealized -5.1%
COUCHBASE INC 0.0%
Value ($000) $5 Shares 197 Est. Cost $17.22 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $5 Shares 55 Est. Cost $83.84 Unrealized -0.4%
NYT NEW YORK TIMES CO 0.0%
Value ($000) $5 Shares 85 Est. Cost $34.14 Unrealized +53.9%
AMTM AMENTUM HOLDINGS INC 0.0%
Value ($000) $5 Shares 197 Est. Cost $20.40 Unrealized +2.5%
RAMP LIVERAMP HLDGS INC 0.0%
Value ($000) $5 Shares 140 Est. Cost $37.98 Unrealized -23.5%
EATON VANCE TAX-MANAGED BUY- 0.0%
Value ($000) $5 Shares 333 Est. Cost $15.02 Unrealized
SNDK SANDISK CORP 0.0%
Value ($000) $5 Shares 100 Est. Cost $49.67 Unrealized -23.0%
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $4 Shares 24 Est. Cost $70.66 Unrealized +151.3%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $4 Shares 55 Est. Cost $84.78 Unrealized -8.1%
WING WINGSTOP INC 0.0%
Value ($000) $4 Shares 13 Est. Cost $132.05 Unrealized +124.1%
VNT VONTIER CORPORATION 0.0%
Value ($000) $4 Shares 118 Est. Cost $31.42 Unrealized +8.4%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $4 Shares 24 Est. Cost $44.06 Unrealized +278.0%
PLD PROLOGIS INC. 0.0%
Value ($000) $4 Shares 40 Est. Cost $110.35 Unrealized -7.3%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $4 Shares 28 Est. Cost $61.73 Unrealized +123.0%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 153 Est. Cost $33.71 Unrealized
CBRE CBRE GROUP INC 0.0%
Value ($000) $4 Shares 30 Est. Cost $68.05 Unrealized +85.8%
INSM INSMED INC 0.0%
Value ($000) $4 Shares 41 Est. Cost $26.91 Unrealized +184.2%
BIPC BROOKFIELD INFRASTRUCTURE CO 0.0%
Value ($000) $4 Shares 99 Est. Cost $37.87 Unrealized -1.1%
PAY PAYMENTUS HOLDINGS INC 0.0%
Value ($000) $4 Shares 125 Est. Cost $25.11 Unrealized +33.3%
MNDY MONDAY COM LTD 0.0%
Value ($000) $4 Shares 13 Est. Cost $149.94 Unrealized +85.7%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $4 Shares 114 Est. Cost $37.82 Unrealized -10.3%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $4 Shares 355 Est. Cost $17.97 Unrealized -48.1%
MKL MARKEL GROUP INC 0.0%
Value ($000) $4 Shares 2 Est. Cost $1138.97 Unrealized +64.6%
PCOR PROCORE TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 58 Est. Cost $64.89 Unrealized +0.6%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 7 Est. Cost $380.37 Unrealized +47.8%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 29 Est. Cost $21.58 Unrealized +443.4%
ONTO ONTO INNOVATION INC 0.0%
Value ($000) $4 Shares 39 Est. Cost $52.06 Unrealized +105.1%
RRR RED ROCK RESORTS INC 0.0%
Value ($000) $4 Shares 74 Est. Cost $21.29 Unrealized +114.6%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $4 Shares 7 Est. Cost $379.75 Unrealized +38.7%
LSCC LATTICE SEMICONDUCTOR CORP 0.0%
Value ($000) $4 Shares 78 Est. Cost $40.91 Unrealized
CFLT CONFLUENT INC 0.0%
Value ($000) $4 Shares 152 Est. Cost $26.46 Unrealized -14.8%
EVR EVERCORE INC 0.0%
Value ($000) $4 Shares 14 Est. Cost $66.64 Unrealized +227.6%
HQY HEALTHEQUITY INC 0.0%
Value ($000) $4 Shares 36 Est. Cost $63.56 Unrealized +49.1%
EWJ ISHARES INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $60.00 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $4 Shares 13 Est. Cost $203.25 Unrealized +22.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $4 Shares 109 Est. Cost $25.31 Unrealized +34.1%
HAE HAEMONETICS CORP MASS 0.0%
Value ($000) $4 Shares 49 Est. Cost $80.09 Unrealized -17.3%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $4 Shares 2 Est. Cost $1250.79 Unrealized +50.1%
TTAN SERVICETITAN INC 0.0%
Value ($000) $4 Shares 34 Est. Cost $98.74 Unrealized +13.2%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $4 Shares 15 Est. Cost $159.98 Unrealized +40.8%
PKOH PARK-OHIO HLDGS CORP 0.0%
Value ($000) $4 Shares 200 Est. Cost $27.40 Unrealized -32.4%
PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $4 Shares 32 Est. Cost $41.08 Unrealized
MTDR MATADOR RES CO 0.0%
Value ($000) $4 Shares 74 Est. Cost $55.69 Unrealized -20.7%
GTLB GITLAB INC 0.0%
Value ($000) $4 Shares 78 Est. Cost $42.98 Unrealized +6.4%
BOOT BOOT BARN HLDGS INC 0.0%
Value ($000) $3 Shares 23 Est. Cost $63.37 Unrealized +109.4%
PHR PHREESIA INC 0.0%
Value ($000) $3 Shares 122 Est. Cost $23.53 Unrealized +7.9%
FRSH FRESHWORKS INC 0.0%
Value ($000) $3 Shares 230 Est. Cost $17.41 Unrealized -17.2%
SABA CAPITAL INCOME & OPRNT 0.0%
Value ($000) $3 Shares 420 Est. Cost $7.70 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $3 Shares 200 Est. Cost $10.00 Unrealized
AAON AAON INC 0.0%
Value ($000) $3 Shares 45 Est. Cost $92.92 Unrealized -6.0%
ASND ASCENDIS PHARMA A/S 0.0%
Value ($000) $3 Shares 19 Est. Cost $158.91 Unrealized
RBC RBC BEARINGS INC 0.0%
Value ($000) $3 Shares 8 Est. Cost $203.30 Unrealized +73.7%
GLD SPDR GOLD TR 0.0%
Value ($000) $3 Shares 10 Est. Cost $243.00 Unrealized
CAVA CAVA GROUP INC 0.0%
Value ($000) $3 Shares 36 Est. Cost $53.61 Unrealized +59.1%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $395.95 Unrealized +43.0%
NCNO NCINO INC 0.0%
Value ($000) $3 Shares 104 Est. Cost $31.42 Unrealized -20.5%
MSCI MSCI INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $501.15 Unrealized +9.6%
FOUR SHIFT4 PMTS INC 0.0%
Value ($000) $3 Shares 29 Est. Cost $52.22 Unrealized +66.9%
FRPT FRESHPET INC 0.0%
Value ($000) $3 Shares 42 Est. Cost $122.18 Unrealized -36.1%
CCL CARNIVAL CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $20.33 Unrealized +5.3%
MERUS N V 0.0%
Value ($000) $3 Shares 53 Est. Cost $49.56 Unrealized
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $289.17 Unrealized +60.6%
MHO M/I HOMES INC 0.0%
Value ($000) $3 Shares 24 Est. Cost $57.89 Unrealized +87.6%
GEV GE VERNOVA INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $348.14 Unrealized +19.5%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $3 Shares 29 Est. Cost $83.09 Unrealized +11.1%
SMPL SIMPLY GOOD FOODS CO 0.0%
Value ($000) $3 Shares 83 Est. Cost $23.73 Unrealized +46.5%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $2 Shares 50 Est. Cost $41.65 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $2 Shares 25 Est. Cost $102.66 Unrealized -9.1%
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 106 Est. Cost $38.47 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $2 Shares 36 Est. Cost $219.07 Unrealized -73.4%
PRVA PRIVIA HEALTH GROUP INC 0.0%
Value ($000) $2 Shares 106 Est. Cost $29.91 Unrealized -22.6%
IT GARTNER INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $323.43 Unrealized +29.4%
AEE AMEREN CORP 0.0%
Value ($000) $2 Shares 25 Est. Cost $63.64 Unrealized +49.5%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $333.33 Unrealized
LZ LEGALZOOM COM INC 0.0%
Value ($000) $2 Shares 266 Est. Cost $13.38 Unrealized -37.4%
LAD LITHIA MTRS INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $263.89 Unrealized +17.2%
ALGT ALLEGIANT TRAVEL CO 0.0%
Value ($000) $2 Shares 42 Est. Cost $105.42 Unrealized -51.1%
FWONK LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $2 Shares 22 Est. Cost $71.83 Unrealized
ODD ODDITY TECH LTD 0.0%
Value ($000) $2 Shares 30 Est. Cost $33.83 Unrealized +80.2%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $348.92 Unrealized +0.4%
FROG JFROG LTD 0.0%
Value ($000) $2 Shares 51 Est. Cost $34.81 Unrealized +9.2%
LEN LENNAR CORP 0.0%
Value ($000) $2 Shares 20 Est. Cost $65.06 Unrealized +64.9%
SLAB SILICON LABORATORIES INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $115.54 Unrealized +2.4%
IGSB ISHARES TR 0.0%
Value ($000) $2 Shares 41 Est. Cost $50.27 Unrealized
LBRT LIBERTY ENERGY INC 0.0%
Value ($000) $2 Shares 188 Est. Cost $14.15 Unrealized -14.4%
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 86 Est. Cost $39.73 Unrealized
WAL WESTERN ALLIANCE BANCORP 0.0%
Value ($000) $2 Shares 27 Est. Cost $56.05 Unrealized +26.1%
AVPT AVEPOINT INC 0.0%
Value ($000) $2 Shares 108 Est. Cost $8.67 Unrealized +99.9%
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $2 Shares 12 Est. Cost $168.35 Unrealized -7.8%
SPTL SPDR SERIES TRUST 0.0%
Value ($000) $2 Shares 78 Est. Cost $38.46 Unrealized
SPSC SPS COMM INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $183.56 Unrealized -24.5%
NSPR INSPIREMD INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $5.38 Unrealized -53.7%
ALKT ALKAMI TECHNOLOGY INC 0.0%
Value ($000) $2 Shares 64 Est. Cost $25.00 Unrealized +11.2%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $2 Shares 6 Est. Cost $288.06 Unrealized +13.7%
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $76.95 Unrealized -7.8%
CTVA CORTEVA INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $24.50 Unrealized +170.0%
PFGC PERFORMANCE FOOD GROUP CO 0.0%
Value ($000) $2 Shares 21 Est. Cost $46.22 Unrealized +80.2%
ICSH ISHARES TR 0.0%
Value ($000) $2 Shares 36 Est. Cost $50.34 Unrealized
JPST JP MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $2 Shares 36 Est. Cost $50.16 Unrealized
SHOO MADDEN STEVEN LTD 0.0%
Value ($000) $2 Shares 76 Est. Cost $25.06 Unrealized -8.0%
GTM ZOOMINFO TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 180 Est. Cost $15.77 Unrealized -41.3%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $2 Shares 23 Est. Cost $60.70 Unrealized +16.7%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $21.65 Unrealized +26.2%
FLYW FLYWIRE CORPORATION 0.0%
Value ($000) $2 Shares 144 Est. Cost $30.99 Unrealized -67.1%
INTA INTAPP INC 0.0%
Value ($000) $2 Shares 32 Est. Cost $60.30 Unrealized -9.4%
TPH TRI POINTE HOMES INC 0.0%
Value ($000) $2 Shares 51 Est. Cost $16.06 Unrealized +91.0%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $2 Shares 5 Est. Cost $266.65 Unrealized -1.1%
IDXX IDEXX LABS INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $434.21 Unrealized +10.1%
APGE APOGEE THERAPEUTICS INC 0.0%
Value ($000) $2 Shares 36 Est. Cost $43.66 Unrealized -12.9%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $180.68 Unrealized +6.4%
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value ($000) $1 Shares 26 Est. Cost $31.12 Unrealized +68.9%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $174.81 Unrealized -37.7%
BEPC BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $1 Shares 43 Est. Cost $26.41 Unrealized +7.5%
H HYATT HOTELS CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $138.22 Unrealized -10.0%
ENTG ENTEGRIS INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $98.96 Unrealized -23.5%
INR INFINITY NAT RES INC 0.0%
Value ($000) $1 Shares 74 Est. Cost $18.74 Unrealized -9.1%
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $1 Shares 200 Est. Cost $4.23 Unrealized 0.0%
OKLO OKLO INC 0.0%
Value ($000) $1 Shares 24 Est. Cost $38.57 Unrealized 0.0%
STIP ISHARES TR 0.0%
Value ($000) $1 Shares 13 Est. Cost $97.54 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $93.20 Unrealized +176.3%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $206.53 Unrealized +46.1%
CCC CCC INTELLIGENT SOLUTIONS HL 0.0%
Value ($000) $1 Shares 120 Est. Cost $11.29 Unrealized -20.8%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $300.39 Unrealized -10.7%
PTLO PORTILLOS INC 0.0%
Value ($000) $1 Shares 96 Est. Cost $13.01 Unrealized -11.3%
AME AMETEK INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $180.74 Unrealized -5.3%
LTBR LIGHTBRIDGE CORP 0.0%
Value ($000) $1 Shares 80 Est. Cost $13.36 Unrealized
HRI HERC HLDGS INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $196.39 Unrealized -39.3%
WAT WATERS CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $365.79 Unrealized -6.0%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $86.52 Unrealized 0.0%
MCO MOODYS CORP 0.0%
Value ($000) $1 Shares 2 Est. Cost $461.00 Unrealized 0.0%