Platform Technology Partners Diversified Active

CIK: 0001830817 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 3, 2022

Total Value ($000): $207,991 (100.0% shares, 0.0% debt)

Holdings (217)

AAPL APPLE INC 10.8%
Value ($000) $22,479 Shares 128,739 Est. Cost $98.97 Unrealized +66.6%
MSFT MICROSOFT CORP 5.3%
Value ($000) $11,112 Shares 36,041 Est. Cost $152.07 Unrealized +91.6%
AMZN AMAZON COM INC 3.1%
Value ($000) $6,487 Shares 1,990 Est. Cost $109.50 Unrealized +41.1%
SCHD SCHWAB STRATEGIC TR 2.9%
Value ($000) $5,953 Shares 75,453 Est. Cost $65.37 Unrealized
SPY SPDR S&P 500 ETF TR 2.0%
Value ($000) $4,228 Shares 9,361 Est. Cost $325.13 Unrealized
APO APOLLO GLOBAL MGMT INC 2.0%
Value ($000) $4,192 Shares 67,625 Est. Cost $61.02 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.0%
Value ($000) $4,163 Shares 11,796 Est. Cost $216.11 Unrealized +49.7%
JPM JPMORGAN CHASE & CO 1.6%
Value ($000) $3,308 Shares 24,269 Est. Cost $106.86 Unrealized +25.1%
PFE PFIZER INC 1.6%
Value ($000) $3,232 Shares 62,428 Est. Cost $26.73 Unrealized +58.9%
IVV ISHARES TR 1.6%
Value ($000) $3,224 Shares 7,106 Est. Cost $376.55 Unrealized
GOOG ALPHABET INC 1.5%
Value ($000) $3,097 Shares 1,109 Est. Cost $66.64 Unrealized +102.5%
META META PLATFORMS INC 1.4%
Value ($000) $2,946 Shares 13,249 Est. Cost $201.22 Unrealized +23.3%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $2,874 Shares 16,216 Est. Cost $115.90 Unrealized +31.0%
UNP UNION PAC CORP 1.3%
Value ($000) $2,705 Shares 9,900 Est. Cost $151.19 Unrealized +52.5%
MGK VANGUARD WORLD FD 1.2%
Value ($000) $2,433 Shares 10,334 Est. Cost $189.01 Unrealized
VYM VANGUARD WHITEHALL FDS 1.1%
Value ($000) $2,355 Shares 20,983 Est. Cost $74.46 Unrealized
V VISA INC 1.1%
Value ($000) $2,337 Shares 10,538 Est. Cost $194.27 Unrealized +8.1%
GOOGL ALPHABET INC 1.1%
Value ($000) $2,289 Shares 823 Est. Cost $85.51 Unrealized +57.6%
PEP PEPSICO INC 1.0%
Value ($000) $2,072 Shares 12,377 Est. Cost $113.58 Unrealized +30.7%
BX BLACKSTONE INC 0.9%
Value ($000) $1,914 Shares 15,081 Est. Cost $60.36 Unrealized +77.6%
RTX RAYTHEON TECHNOLOGIES CORP 0.9%
Value ($000) $1,893 Shares 19,111 Est. Cost $61.37 Unrealized +41.4%
BMY BRISTOL-MYERS SQUIBB CO 0.9%
Value ($000) $1,881 Shares 25,755 Est. Cost $45.92 Unrealized +23.8%
CVX CHEVRON CORP NEW 0.9%
Value ($000) $1,837 Shares 11,283 Est. Cost $78.72 Unrealized +55.9%
TSLA TESLA INC 0.9%
Value ($000) $1,824 Shares 1,693 Est. Cost $135.46 Unrealized +129.9%
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $1,822 Shares 11,926 Est. Cost $108.20 Unrealized +31.4%
DRVN DRIVEN BRANDS HLDGS INC 0.9%
Value ($000) $1,809 Shares 68,817 Est. Cost $29.66 Unrealized -2.4%
MCD MCDONALDS CORP 0.9%
Value ($000) $1,805 Shares 7,301 Est. Cost $173.26 Unrealized +31.5%
ABT ABBOTT LABS 0.9%
Value ($000) $1,794 Shares 15,155 Est. Cost $79.78 Unrealized +44.6%
NKE NIKE INC 0.8%
Value ($000) $1,694 Shares 12,593 Est. Cost $95.97 Unrealized +37.5%
MA MASTERCARD INCORPORATED 0.8%
Value ($000) $1,689 Shares 4,725 Est. Cost $286.63 Unrealized +22.7%
ABBV ABBVIE INC 0.8%
Value ($000) $1,669 Shares 10,293 Est. Cost $69.60 Unrealized +81.6%
DIS DISNEY WALT CO 0.8%
Value ($000) $1,663 Shares 12,126 Est. Cost $138.26 Unrealized +2.2%
FMHI FIRST TR EXCH TRADED FD III 0.8%
Value ($000) $1,636 Shares 31,961 Est. Cost $52.27 Unrealized
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $1,625 Shares 3,187 Est. Cost $261.25 Unrealized +72.7%
HD HOME DEPOT INC 0.8%
Value ($000) $1,610 Shares 5,377 Est. Cost $215.48 Unrealized +45.7%
COST COSTCO WHSL CORP NEW 0.8%
Value ($000) $1,581 Shares 2,746 Est. Cost $296.41 Unrealized +69.0%
NVDA NVIDIA CORPORATION 0.8%
Value ($000) $1,562 Shares 5,724 Est. Cost $20.65 Unrealized +21.2%
CB CHUBB LIMITED 0.7%
Value ($000) $1,552 Shares 7,257 Est. Cost $141.75 Unrealized +36.1%
VOO VANGUARD INDEX FDS 0.7%
Value ($000) $1,489 Shares 3,587 Est. Cost $302.34 Unrealized
QQQ INVESCO QQQ TR 0.7%
Value ($000) $1,480 Shares 4,083 Est. Cost $314.90 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $1,452 Shares 28,503 Est. Cost $42.17 Unrealized -1.6%
GS GOLDMAN SACHS GROUP INC 0.6%
Value ($000) $1,339 Shares 4,056 Est. Cost $199.77 Unrealized +60.1%
DES WISDOMTREE TR 0.6%
Value ($000) $1,268 Shares 39,781 Est. Cost $19.49 Unrealized
WMB WILLIAMS COS INC 0.6%
Value ($000) $1,268 Shares 37,950 Est. Cost $16.38 Unrealized +55.9%
HON HONEYWELL INTL INC 0.6%
Value ($000) $1,226 Shares 6,301 Est. Cost $144.62 Unrealized +17.8%
MDT MEDTRONIC PLC 0.6%
Value ($000) $1,194 Shares 10,757 Est. Cost $92.26 Unrealized +1.5%
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value ($000) $1,172 Shares 5,149 Est. Cost $148.94 Unrealized +32.2%
WMT WALMART INC 0.6%
Value ($000) $1,157 Shares 7,769 Est. Cost $37.58 Unrealized +18.7%
SCHW SCHWAB CHARLES CORP 0.5%
Value ($000) $1,139 Shares 13,508 Est. Cost $43.18 Unrealized +93.1%
DVY ISHARES TR 0.5%
Value ($000) $1,131 Shares 8,824 Est. Cost $99.24 Unrealized
DLN WISDOMTREE TR 0.5%
Value ($000) $1,117 Shares 16,996 Est. Cost $73.90 Unrealized
VTV VANGUARD INDEX FDS 0.5%
Value ($000) $1,097 Shares 7,422 Est. Cost $89.74 Unrealized
SBUX STARBUCKS CORP 0.5%
Value ($000) $1,092 Shares 12,009 Est. Cost $76.02 Unrealized +13.1%
AMGN AMGEN INC 0.5%
Value ($000) $1,077 Shares 4,454 Est. Cost $185.60 Unrealized +9.5%
SPGI S&P GLOBAL INC 0.5%
Value ($000) $1,071 Shares 2,611 Est. Cost $263.88 Unrealized +49.4%
MRK MERCK & CO INC 0.5%
Value ($000) $1,044 Shares 12,726 Est. Cost $66.60 Unrealized +4.9%
COP CONOCOPHILLIPS 0.5%
Value ($000) $992 Shares 9,920 Est. Cost $48.23 Unrealized +65.2%
TGT TARGET CORP 0.5%
Value ($000) $974 Shares 4,589 Est. Cost $101.76 Unrealized +88.0%
ORCL ORACLE CORP 0.5%
Value ($000) $945 Shares 11,423 Est. Cost $52.20 Unrealized +47.5%
ZTS ZOETIS INC 0.4%
Value ($000) $929 Shares 4,925 Est. Cost $127.60 Unrealized +49.1%
BAC BK OF AMERICA CORP 0.4%
Value ($000) $892 Shares 21,628 Est. Cost $27.30 Unrealized +49.5%
BA BOEING CO 0.4%
Value ($000) $863 Shares 4,505 Est. Cost $290.66 Unrealized -30.9%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $861 Shares 11,358 Est. Cost $63.27 Unrealized +14.3%
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $826 Shares 7,144 Est. Cost $185.12 Unrealized -28.3%
NATIXIS ETF TR 0.4%
Value ($000) $822 Shares 33,943 Est. Cost $25.88 Unrealized
TJX TJX COS INC NEW 0.4%
Value ($000) $815 Shares 13,446 Est. Cost $55.66 Unrealized +13.6%
NOBL PROSHARES TR 0.4%
Value ($000) $801 Shares 8,441 Est. Cost $70.11 Unrealized
STZ CONSTELLATION BRANDS INC 0.4%
Value ($000) $793 Shares 3,441 Est. Cost $186.71 Unrealized +15.7%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $792 Shares 9,586 Est. Cost $45.40 Unrealized +49.5%
JSCP J P MORGAN EXCHANGE-TRADED F 0.4%
Value ($000) $770 Shares 16,107 Est. Cost $48.51 Unrealized
DON WISDOMTREE TR 0.4%
Value ($000) $766 Shares 17,251 Est. Cost $26.09 Unrealized
CANADIAN PAC RY LTD 0.4%
Value ($000) $763 Shares 9,241 Est. Cost $71.94 Unrealized
CSX CSX CORP 0.4%
Value ($000) $753 Shares 20,116 Est. Cost $28.85 Unrealized +16.1%
TSAT TELESAT CORP 0.4%
Value ($000) $753 Shares 45,609 Est. Cost $40.01 Unrealized -44.3%
XLE SELECT SECTOR SPDR TR 0.4%
Value ($000) $738 Shares 9,656 Est. Cost $61.10 Unrealized
ED CONSOLIDATED EDISON INC 0.4%
Value ($000) $729 Shares 7,696 Est. Cost $69.05 Unrealized +9.5%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $729 Shares 3,896 Est. Cost $109.77 Unrealized +56.5%
ET ENERGY TRANSFER L P 0.3%
Value ($000) $726 Shares 64,864 Est. Cost $10.77 Unrealized
CDW CDW CORP 0.3%
Value ($000) $719 Shares 4,017 Est. Cost $114.99 Unrealized +51.5%
MDY SPDR S&P MIDCAP 400 ETF TR 0.3%
Value ($000) $701 Shares 1,430 Est. Cost $488.06 Unrealized
IQV IQVIA HLDGS INC 0.3%
Value ($000) $701 Shares 3,033 Est. Cost $146.24 Unrealized +61.9%
EXC EXELON CORP 0.3%
Value ($000) $691 Shares 14,514 Est. Cost $32.52 Unrealized +13.2%
CRM SALESFORCE COM INC 0.3%
Value ($000) $691 Shares 3,256 Est. Cost $184.87 Unrealized +15.0%
MMM 3M CO 0.3%
Value ($000) $691 Shares 4,644 Est. Cost $111.33 Unrealized +2.9%
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value ($000) $688 Shares 26,656 Est. Cost $27.42 Unrealized
APH AMPHENOL CORP NEW 0.3%
Value ($000) $662 Shares 8,790 Est. Cost $28.34 Unrealized +31.7%
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $639 Shares 5,897 Est. Cost $76.63 Unrealized
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $635 Shares 1,883 Est. Cost $179.14 Unrealized +77.8%
KMB KIMBERLY-CLARK CORP 0.3%
Value ($000) $633 Shares 5,141 Est. Cost $111.11 Unrealized +2.6%
ABNB AIRBNB INC 0.3%
Value ($000) $631 Shares 3,673 Est. Cost $156.79 Unrealized +1.6%
GLD SPDR GOLD TR 0.3%
Value ($000) $628 Shares 3,474 Est. Cost $169.90 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $628 Shares 13,356 Est. Cost $47.97 Unrealized
D DOMINION ENERGY INC 0.3%
Value ($000) $604 Shares 7,103 Est. Cost $63.12 Unrealized +6.0%
CAT CATERPILLAR INC 0.3%
Value ($000) $595 Shares 2,669 Est. Cost $139.82 Unrealized +39.8%
PARAMOUNT GLOBAL 0.3%
Value ($000) $585 Shares 15,471 Est. Cost $24.48 Unrealized
BKH BLACK HILLS CORP 0.3%
Value ($000) $575 Shares 7,470 Est. Cost $60.02 Unrealized -2.3%
SWK STANLEY BLACK & DECKER INC 0.3%
Value ($000) $574 Shares 4,104 Est. Cost $129.97 Unrealized +9.6%
CLX CLOROX CO DEL 0.3%
Value ($000) $573 Shares 4,124 Est. Cost $131.54 Unrealized +2.4%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $565 Shares 2,483 Est. Cost $167.50 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $557 Shares 9,989 Est. Cost $37.82 Unrealized +32.9%
BR BROADRIDGE FINL SOLUTIONS IN 0.3%
Value ($000) $551 Shares 3,540 Est. Cost $106.68 Unrealized +34.4%
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $541 Shares 2,153 Est. Cost $212.15 Unrealized +1.3%
AKAM AKAMAI TECHNOLOGIES INC 0.3%
Value ($000) $525 Shares 4,400 Est. Cost $111.00 Unrealized +1.0%
LLY LILLY ELI & CO 0.3%
Value ($000) $523 Shares 1,825 Est. Cost $140.51 Unrealized +76.9%
CLEARBRIDGE ENERGY MIDSTRM O 0.3%
Value ($000) $521 Shares 18,491 Est. Cost $10.03 Unrealized
VRSK VERISK ANALYTICS INC 0.2%
Value ($000) $518 Shares 2,412 Est. Cost $146.29 Unrealized +31.4%
WRAP WRAP TECHNOLOGIES INC 0.2%
Value ($000) $508 Shares 188,084 Est. Cost $6.59 Unrealized -57.9%
LMBS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $504 Shares 10,290 Est. Cost $51.61 Unrealized
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $496 Shares 3,775 Est. Cost $87.65 Unrealized +55.0%
FPE FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $488 Shares 25,635 Est. Cost $20.51 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $481 Shares 8,160 Est. Cost $45.95 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $480 Shares 9,898 Est. Cost $40.97 Unrealized +18.4%
YUM YUM BRANDS INC 0.2%
Value ($000) $475 Shares 4,006 Est. Cost $91.14 Unrealized +25.5%
IJR ISHARES TR 0.2%
Value ($000) $469 Shares 4,348 Est. Cost $113.09 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $451 Shares 32,854 Est. Cost $22.83 Unrealized -41.6%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $434 Shares 5,124 Est. Cost $61.94 Unrealized +16.3%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $431 Shares 1,652 Est. Cost $211.26 Unrealized +12.3%
PLBY PLBY GROUP INC 0.2%
Value ($000) $427 Shares 32,584 Est. Cost $27.29 Unrealized -38.3%
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $413 Shares 4,144 Est. Cost $73.85 Unrealized +7.3%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $409 Shares 3,148 Est. Cost $97.88 Unrealized +14.5%
T AT&T INC 0.2%
Value ($000) $407 Shares 17,226 Est. Cost $17.64 Unrealized -15.5%
INVESTORS BANCORP INC NEW 0.2%
Value ($000) $396 Shares 26,491 Est. Cost $12.80 Unrealized
PHDG INVESCO ACTIVELY MANAGED ETF 0.2%
Value ($000) $394 Shares 10,910 Est. Cost $35.56 Unrealized
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $391 Shares 2,120 Est. Cost $159.73 Unrealized +9.0%
TWITTER INC 0.2%
Value ($000) $389 Shares 10,057 Est. Cost $32.12 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $386 Shares 8,246 Est. Cost $38.72 Unrealized +10.7%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $379 Shares 858 Est. Cost $327.67 Unrealized +11.4%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $375 Shares 5,980 Est. Cost $45.96 Unrealized +27.6%
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $366 Shares 156 Est. Cost $2296.78 Unrealized +0.1%
APTIV PLC 0.2%
Value ($000) $357 Shares 2,980 Est. Cost $91.52 Unrealized
SO SOUTHERN CO 0.2%
Value ($000) $355 Shares 4,896 Est. Cost $49.34 Unrealized +18.9%
GE GENERAL ELECTRIC CO 0.2%
Value ($000) $349 Shares 3,816 Est. Cost $62.95 Unrealized -7.0%
IWF ISHARES TR 0.2%
Value ($000) $347 Shares 1,249 Est. Cost $240.94 Unrealized
WBS WEBSTER FINL CORP 0.2%
Value ($000) $347 Shares 6,175 Est. Cost $59.37 Unrealized 0.0%
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $344 Shares 755 Est. Cost $422.65 Unrealized +13.8%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $344 Shares 1,602 Est. Cost $127.82 Unrealized +38.6%
IYR ISHARES TR 0.2%
Value ($000) $342 Shares 3,162 Est. Cost $70.70 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $341 Shares 6,887 Est. Cost $48.41 Unrealized -4.6%
SVB FINANCIAL GROUP 0.2%
Value ($000) $339 Shares 606 Est. Cost $556.11 Unrealized
IWD ISHARES TR 0.2%
Value ($000) $333 Shares 2,005 Est. Cost $138.01 Unrealized
GEN NORTONLIFELOCK INC 0.2%
Value ($000) $327 Shares 12,324 Est. Cost $19.29 Unrealized +31.3%
STERICYCLE INC 0.2%
Value ($000) $325 Shares 5,524 Est. Cost $64.45 Unrealized
PHASEBIO PHARMACEUTICALS INC 0.2%
Value ($000) $320 Shares 242,473 Est. Cost $3.53 Unrealized
ETF SER SOLUTIONS 0.2%
Value ($000) $318 Shares 12,953 Est. Cost $24.90 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $318 Shares 5,133 Est. Cost $41.99 Unrealized +28.7%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $291 Shares 2,610 Est. Cost $72.50 Unrealized +23.0%
PENN PENN NATL GAMING INC 0.1%
Value ($000) $290 Shares 6,842 Est. Cost $83.21 Unrealized -45.1%
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $280 Shares 1,431 Est. Cost $113.57 Unrealized +63.4%
QUALTRICS INTL INC 0.1%
Value ($000) $279 Shares 9,763 Est. Cost $38.14 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $277 Shares 2,353 Est. Cost $94.26 Unrealized +19.0%
BIIB BIOGEN INC 0.1%
Value ($000) $277 Shares 1,315 Est. Cost $282.43 Unrealized -23.0%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $272 Shares 4,837 Est. Cost $47.25 Unrealized 0.0%
NVS NOVARTIS AG 0.1%
Value ($000) $269 Shares 3,067 Est. Cost $87.09 Unrealized
UNILEVER PLC 0.1%
Value ($000) $269 Shares 5,909 Est. Cost $57.93 Unrealized
BLACKROCK INC 0.1%
Value ($000) $267 Shares 349 Est. Cost $509.82 Unrealized
SRPT SAREPTA THERAPEUTICS INC 0.1%
Value ($000) $266 Shares 3,405 Est. Cost $109.14 Unrealized -29.8%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.1%
Value ($000) $250 Shares 11,408 Est. Cost $17.06 Unrealized +19.7%
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value ($000) $250 Shares 4,160 Est. Cost $53.56 Unrealized
COOPER COS INC 0.1%
Value ($000) $248 Shares 595 Est. Cost $416.81 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC 0.1%
Value ($000) $238 Shares 5,900 Est. Cost $27.52 Unrealized +36.8%
TMUS T-MOBILE US INC 0.1%
Value ($000) $234 Shares 1,827 Est. Cost $115.07 Unrealized 0.0%
GAMIDA CELL LTD 0.1%
Value ($000) $231 Shares 55,625 Est. Cost $5.94 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $229 Shares 962 Est. Cost $253.09 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $229 Shares 1,500 Est. Cost $129.28 Unrealized +20.5%
MSOS ADVISORSHARES TR 0.1%
Value ($000) $228 Shares 10,922 Est. Cost $39.26 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $227 Shares 2,240 Est. Cost $52.38 Unrealized +75.6%
EXAS EXACT SCIENCES CORP 0.1%
Value ($000) $220 Shares 3,143 Est. Cost $79.90 Unrealized -8.5%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $220 Shares 1,037 Est. Cost $224.40 Unrealized
SRE SEMPRA 0.1%
Value ($000) $219 Shares 1,301 Est. Cost $63.43 Unrealized 0.0%
XBNYX BLACKROCK N Y MUN INCOME TRU 0.1%
Value ($000) $217 Shares 17,857 Est. Cost $14.02 Unrealized
CI CIGNA CORP NEW 0.1%
Value ($000) $213 Shares 888 Est. Cost $218.34 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $213 Shares 706 Est. Cost $340.53 Unrealized -14.2%
CHWY CHEWY INC 0.1%
Value ($000) $212 Shares 5,199 Est. Cost $62.83 Unrealized -27.6%
WOOF PETCO HEALTH & WELLNESS CO I 0.1%
Value ($000) $211 Shares 10,802 Est. Cost $21.08 Unrealized -11.3%
FE FIRSTENERGY CORP 0.1%
Value ($000) $209 Shares 4,564 Est. Cost $26.11 Unrealized +38.3%
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $208 Shares 1,564 Est. Cost $156.79 Unrealized -20.2%
SNOW SNOWFLAKE INC 0.1%
Value ($000) $207 Shares 904 Est. Cost $322.68 Unrealized -19.9%
ETF MANAGERS TR 0.1%
Value ($000) $204 Shares 14,509 Est. Cost $14.06 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $201 Shares 3,756 Est. Cost $42.37 Unrealized +26.3%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $201 Shares 1,811 Est. Cost $58.47 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $200 Shares 2,129 Est. Cost $60.76 Unrealized +36.3%
KAYNE ANDERSON ENERGY INFRST 0.1%
Value ($000) $191 Shares 20,674 Est. Cost $11.55 Unrealized
BLACKROCK MUNIHLDGS NY QLTY 0.1%
Value ($000) $182 Shares 14,219 Est. Cost $13.25 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $172 Shares 10,183 Est. Cost $14.00 Unrealized +3.9%
SRTA BLADE AIR MOBILITY INC 0.1%
Value ($000) $166 Shares 19,534 Est. Cost $9.47 Unrealized -25.8%
PAGP PLAINS GP HLDGS L P 0.1%
Value ($000) $134 Shares 11,579 Est. Cost $12.41 Unrealized
INOD INNODATA INC 0.1%
Value ($000) $129 Shares 18,400 Est. Cost $7.19 Unrealized -18.4%
CUENTAS INC 0.1%
Value ($000) $129 Shares 99,709 Est. Cost $3.48 Unrealized
EVLV EVOLV TECHNOLOGIES HLDNGS IN 0.1%
Value ($000) $127 Shares 48,100 Est. Cost $5.63 Unrealized -42.0%
SYNAPTOGENIX INC 0.1%
Value ($000) $124 Shares 16,032 Est. Cost $9.85 Unrealized
MATINAS BIOPHARMA HLDGS INC 0.1%
Value ($000) $115 Shares 142,410 Est. Cost $1.51 Unrealized
NOK NOKIA CORP 0.1%
Value ($000) $108 Shares 19,712 Est. Cost $3.91 Unrealized
KAYNE ANDERSON NEXTGEN ENRGY 0.0%
Value ($000) $103 Shares 12,023 Est. Cost $7.30 Unrealized
CUENW CUENTAS INC 0.0%
Value ($000) $98 Shares 326,629 Est. Cost $1.53 Unrealized
PBI PITNEY BOWES INC 0.0%
Value ($000) $96 Shares 18,453 Est. Cost $7.09 Unrealized -23.6%
BIONANO GENOMICS INC 0.0%
Value ($000) $81 Shares 31,450 Est. Cost $5.33 Unrealized
BK TECHNOLOGIES CORPORATION 0.0%
Value ($000) $68 Shares 26,500 Est. Cost $2.42 Unrealized
OPK OPKO HEALTH INC 0.0%
Value ($000) $68 Shares 19,769 Est. Cost $2.29 Unrealized +54.2%
ROVER GROUP INC 0.0%
Value ($000) $63 Shares 10,850 Est. Cost $5.81 Unrealized
ATERIAN INC 0.0%
Value ($000) $61 Shares 25,055 Est. Cost $10.47 Unrealized
NUVEEN SR INCOME FD 0.0%
Value ($000) $57 Shares 10,125 Est. Cost $4.40 Unrealized
SABA CAPITAL INCOME & OPRNT 0.0%
Value ($000) $54 Shares 12,009 Est. Cost $4.72 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $49 Shares 20,266 Est. Cost $2.83 Unrealized
WYY WIDEPOINT CORP 0.0%
Value ($000) $48 Shares 12,700 Est. Cost $4.73 Unrealized -14.3%
OUSTER INC 0.0%
Value ($000) $45 Shares 10,000 Est. Cost $5.20 Unrealized
NNDM NANO DIMENSION LTD 0.0%
Value ($000) $45 Shares 12,500 Est. Cost $5.54 Unrealized
SURFACE ONCOLOGY INC 0.0%
Value ($000) $32 Shares 11,000 Est. Cost $7.26 Unrealized
VINCO VENTURES INC 0.0%
Value ($000) $32 Shares 10,000 Est. Cost $2.40 Unrealized
EMAGIN CORP 0.0%
Value ($000) $30 Shares 26,000 Est. Cost $1.31 Unrealized
EGLXF ENTHUSIAST GAMING HLDGS INC 0.0%
Value ($000) $28 Shares 11,750 Est. Cost $2.66 Unrealized 0.0%
THERAPEUTICSMD INC 0.0%
Value ($000) $27 Shares 70,000 Est. Cost $1.22 Unrealized
KAIVAL BRNDS INNOVATNS GRP I 0.0%
Value ($000) $23 Shares 15,986 Est. Cost $1.38 Unrealized
GLOBALSTAR INC 0.0%
Value ($000) $18 Shares 12,500 Est. Cost $1.73 Unrealized
CORBUS PHARMACEUTICALS HLDGS 0.0%
Value ($000) $18 Shares 33,750 Est. Cost $2.95 Unrealized
XPRESSPA GROUP INC 0.0%
Value ($000) $13 Shares 11,250 Est. Cost $1.55 Unrealized
EXICURE INC 0.0%
Value ($000) $6 Shares 30,375 Est. Cost $0.78 Unrealized
EVOFEM BIOSCIENCES INC 0.0%
Value ($000) $4 Shares 13,000 Est. Cost $2.11 Unrealized