Rise Advisors, LLC Diversified Active

CIK: 0001831316 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 10, 2024

Total Value ($000): $143,009 (100.0% shares, 0.0% debt)

Holdings (617)

VUG VANGUARD GROWTH ETF 14.7%
Value ($000) $21,088 Shares 37,834 Est. Cost $40233.96 Unrealized
VTV VANGUARD VALUE ETF 14.5%
Value ($000) $20,683 Shares 138,346 Est. Cost $21988.56 Unrealized
DFCF DIMENSIONAL CORE FIXED INCOME ETF 12.3%
Value ($000) $17,633 Shares 415,879 Est. Cost $24555.13 Unrealized
JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF 7.0%
Value ($000) $10,005 Shares 217,780 Est. Cost $45.94 Unrealized
VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 6.7%
Value ($000) $9,522 Shares 197,066 Est. Cost $34157.94 Unrealized
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 5.5%
Value ($000) $7,894 Shares 150,858 Est. Cost $46.45 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 4.8%
Value ($000) $6,910 Shares 183,779 Est. Cost $10752.52 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 2.8%
Value ($000) $4,064 Shares 35,656 Est. Cost $53933.29 Unrealized
XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND 2.4%
Value ($000) $3,417 Shares 118,318 Est. Cost $26377.21 Unrealized
PYPL PAYPAL HLDGS INC COM 2.0%
Value ($000) $2,809 Shares 45,745 Est. Cost $115.65 Unrealized -50.6%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.8%
Value ($000) $1,121 Shares 22,324 Est. Cost $50.15 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.8%
Value ($000) $1,103 Shares 3,092 Est. Cost $292.29 Unrealized +20.1%
TMP TOMPKINS FINL CORP COM 0.7%
Value ($000) $954 Shares 15,837 Est. Cost $69.72 Unrealized -29.2%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.7%
Value ($000) $939 Shares 32,137 Est. Cost $28969.98 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.6%
Value ($000) $920 Shares 18,184 Est. Cost $24716.32 Unrealized
JAAA JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF 0.6%
Value ($000) $877 Shares 17,435 Est. Cost $17823.25 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.6%
Value ($000) $871 Shares 2,126 Est. Cost $142727.92 Unrealized
AMZN AMAZON COM INC COM 0.6%
Value ($000) $829 Shares 5,457 Est. Cost $130.92 Unrealized +7.1%
IJH ISHARES CORE S&P MID-CAP ETF 0.5%
Value ($000) $665 Shares 2,400 Est. Cost $283076.40 Unrealized
XOM EXXON MOBIL CORP COM 0.5%
Value ($000) $647 Shares 6,471 Est. Cost $62.04 Unrealized +57.3%
NVDA NVIDIA CORPORATION COM 0.4%
Value ($000) $634 Shares 1,280 Est. Cost $23.00 Unrealized +101.3%
MSFT MICROSOFT CORP COM 0.4%
Value ($000) $607 Shares 1,613 Est. Cost $323.67 Unrealized +8.2%
PAYX PAYCHEX INC COM 0.4%
Value ($000) $553 Shares 4,639 Est. Cost $109.59 Unrealized +1.4%
DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 0.4%
Value ($000) $535 Shares 21,919 Est. Cost $25154.32 Unrealized
BAC BANK AMERICA CORP COM 0.3%
Value ($000) $480 Shares 14,254 Est. Cost $37.95 Unrealized -27.2%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.3%
Value ($000) $468 Shares 3,257 Est. Cost $90884.03 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $454 Shares 3,218 Est. Cost $119.51 Unrealized +12.7%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $446 Shares 1,505 Est. Cost $237.67 Unrealized +8.8%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.3%
Value ($000) $445 Shares 6,860 Est. Cost $68708.13 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.3%
Value ($000) $430 Shares 2,521 Est. Cost $171770.60 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.3%
Value ($000) $418 Shares 8,790 Est. Cost $49873.14 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.3%
Value ($000) $412 Shares 8,943 Est. Cost $53019.58 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.3%
Value ($000) $376 Shares 1,874 Est. Cost $175771.19 Unrealized
AAPL APPLE INC COM 0.3%
Value ($000) $372 Shares 1,934 Est. Cost $156.00 Unrealized +17.2%
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $357 Shares 752 Est. Cost $184701.67 Unrealized
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $348 Shares 528 Est. Cost $487.83 Unrealized +17.6%
CSCO CISCO SYS INC COM 0.2%
Value ($000) $348 Shares 3,879 Est. Cost $47.78 Unrealized +0.4%
HD HOME DEPOT INC COM 0.2%
Value ($000) $338 Shares 977 Est. Cost $335.80 Unrealized -12.5%
MRK MERCK & CO INC COM 0.2%
Value ($000) $334 Shares 3,065 Est. Cost $75.64 Unrealized +28.0%
ETN EATON CORP PLC SHS 0.2%
Value ($000) $325 Shares 1,351 Est. Cost $176.55 Unrealized +22.1%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.2%
Value ($000) $325 Shares 142 Est. Cost $35.02 Unrealized +18.8%
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $322 Shares 7,435 Est. Cost $36.16 Unrealized -8.5%
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $320 Shares 4,547 Est. Cost $74641.16 Unrealized
TSLA TESLA INC COM 0.2%
Value ($000) $318 Shares 1,278 Est. Cost $276.36 Unrealized -14.0%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $318 Shares 1,074 Est. Cost $212.56 Unrealized +18.2%
BX BLACKSTONE INC COM 0.2%
Value ($000) $310 Shares 2,366 Est. Cost $90.30 Unrealized +13.0%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.2%
Value ($000) $307 Shares 604 Est. Cost $338995.03 Unrealized
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $297 Shares 1,748 Est. Cost $142.48 Unrealized +1.7%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.2%
Value ($000) $287 Shares 2,362 Est. Cost $122.26 Unrealized -10.6%
MMM 3M CO COM 0.2%
Value ($000) $286 Shares 2,617 Est. Cost $104.92 Unrealized -28.0%
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $283 Shares 1,807 Est. Cost $145.97 Unrealized -1.6%
SO SOUTHERN CO COM 0.2%
Value ($000) $277 Shares 3,944 Est. Cost $61.60 Unrealized +3.5%
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $275 Shares 3,469 Est. Cost $85413.52 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $274 Shares 7,278 Est. Cost $34.40 Unrealized -9.9%
KO COCA COLA CO COM 0.2%
Value ($000) $274 Shares 4,650 Est. Cost $54.30 Unrealized -1.9%
WM WASTE MGMT INC DEL COM 0.2%
Value ($000) $273 Shares 1,522 Est. Cost $152.01 Unrealized +6.9%
STZ CONSTELLATION BRANDS INC CL A 0.2%
Value ($000) $269 Shares 1,112 Est. Cost $215.59 Unrealized +5.7%
PRU PRUDENTIAL FINL INC COM 0.2%
Value ($000) $267 Shares 2,575 Est. Cost $85.02 Unrealized +1.9%
MA MASTERCARD INCORPORATED CL A 0.2%
Value ($000) $255 Shares 598 Est. Cost $365.22 Unrealized +8.7%
ED CONSOLIDATED EDISON INC COM 0.2%
Value ($000) $255 Shares 2,798 Est. Cost $82.18 Unrealized +1.1%
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $243 Shares 1,548 Est. Cost $151.24 Unrealized -11.2%
LNT ALLIANT ENERGY CORP COM 0.2%
Value ($000) $237 Shares 4,624 Est. Cost $48.62 Unrealized -4.5%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.2%
Value ($000) $235 Shares 2,477 Est. Cost $77.11 Unrealized +3.5%
PFE PFIZER INC COM 0.2%
Value ($000) $232 Shares 8,064 Est. Cost $39.97 Unrealized -34.0%
PKG PACKAGING CORP AMER COM 0.2%
Value ($000) $232 Shares 1,423 Est. Cost $128.19 Unrealized +16.0%
VBR VANGUARD SMALL CAP VALUE ETF 0.2%
Value ($000) $227 Shares 1,262 Est. Cost $175713.69 Unrealized
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.1%
Value ($000) $211 Shares 5,659 Est. Cost $31.62 Unrealized
LLY ELI LILLY & CO COM 0.1%
Value ($000) $209 Shares 358 Est. Cost $293.51 Unrealized +95.9%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $207 Shares 2,084 Est. Cost $114080.96 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $202 Shares 525 Est. Cost $317.37 Unrealized +0.1%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $202 Shares 423 Est. Cost $469351.80 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $198 Shares 1,693 Est. Cost $121127.23 Unrealized
IDXX IDEXX LABS INC COM 0.1%
Value ($000) $180 Shares 324 Est. Cost $612.21 Unrealized -23.3%
UNP UNION PAC CORP COM 0.1%
Value ($000) $175 Shares 713 Est. Cost $209.47 Unrealized -0.1%
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.1%
Value ($000) $170 Shares 2,660 Est. Cost $62848.28 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $168 Shares 1,027 Est. Cost $109.91 Unrealized +28.7%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.1%
Value ($000) $161 Shares 1,562 Est. Cost $92069.95 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $159 Shares 1,025 Est. Cost $154.40 Unrealized -22.3%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $153 Shares 643 Est. Cost $241550.14 Unrealized
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $152 Shares 653 Est. Cost $251791.60 Unrealized
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $149 Shares 574 Est. Cost $219.16 Unrealized +6.9%
CB CHUBB LIMITED COM 0.1%
Value ($000) $146 Shares 647 Est. Cost $196.18 Unrealized +9.0%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $146 Shares 996 Est. Cost $134.27 Unrealized +4.7%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $144 Shares 2,852 Est. Cost $57615.59 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $141 Shares 987 Est. Cost $197.21 Unrealized -42.7%
LULU LULULEMON ATHLETICA INC COM 0.1%
Value ($000) $138 Shares 269 Est. Cost $427.35 Unrealized +1.1%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $134 Shares 1,519 Est. Cost $116011.77 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $126 Shares 484 Est. Cost $213.31 Unrealized +0.3%
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $126 Shares 1,615 Est. Cost $42.27 Unrealized +51.1%
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $122 Shares 1,430 Est. Cost $69.31 Unrealized +6.2%
RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF 0.1%
Value ($000) $122 Shares 2,791 Est. Cost $41721.38 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.1%
Value ($000) $119 Shares 1,310 Est. Cost $79552.75 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.1%
Value ($000) $119 Shares 2,566 Est. Cost $46.36 Unrealized
PEP PEPSICO INC COM 0.1%
Value ($000) $118 Shares 697 Est. Cost $150.19 Unrealized +2.4%
WMT WALMART INC COM 0.1%
Value ($000) $118 Shares 746 Est. Cost $48.96 Unrealized +5.5%
IYR ISHARES U.S. REAL ESTATE ETF 0.1%
Value ($000) $116 Shares 1,267 Est. Cost $110421.98 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $112 Shares 213 Est. Cost $490.82 Unrealized +4.2%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $110 Shares 226 Est. Cost $457492.70 Unrealized
DIS DISNEY WALT CO COM 0.1%
Value ($000) $110 Shares 1,213 Est. Cost $121.78 Unrealized -29.2%
AFL AFLAC INC COM 0.1%
Value ($000) $109 Shares 1,323 Est. Cost $54.24 Unrealized +42.0%
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $106 Shares 1,578 Est. Cost $56641.78 Unrealized
NOW SERVICENOW INC COM 0.1%
Value ($000) $102 Shares 145 Est. Cost $124.40 Unrealized +1.3%
DKNG DRAFTKINGS INC NEW COM CL A 0.1%
Value ($000) $102 Shares 2,892 Est. Cost $14.69 Unrealized +127.8%
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $100 Shares 1,354 Est. Cost $76863.05 Unrealized
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $100 Shares 1,067 Est. Cost $84.39 Unrealized -11.4%
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $98 Shares 383 Est. Cost $206.58 Unrealized +1.4%
UNITED STATES STL CORP NEW COM 0.1%
Value ($000) $97 Shares 1,991 Est. Cost $48.65 Unrealized
CRM SALESFORCE INC COM 0.1%
Value ($000) $95 Shares 360 Est. Cost $229.33 Unrealized -2.5%
AMGN AMGEN INC COM 0.1%
Value ($000) $94 Shares 327 Est. Cost $249.65 Unrealized +2.2%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $92 Shares 616 Est. Cost $114.56 Unrealized +20.3%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $91 Shares 1,855 Est. Cost $42.95 Unrealized -4.5%
ADBE ADOBE INC COM 0.1%
Value ($000) $89 Shares 150 Est. Cost $495.04 Unrealized +16.5%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.1%
Value ($000) $87 Shares 680 Est. Cost $111.18 Unrealized -0.7%
WPC WP CAREY INC COM 0.1%
Value ($000) $85 Shares 1,315 Est. Cost $70422.45 Unrealized
META META PLATFORMS INC CL A 0.1%
Value ($000) $84 Shares 236 Est. Cost $273.53 Unrealized +18.2%
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $83 Shares 610 Est. Cost $208.29 Unrealized -44.3%
GBNY GENERATIONS BANCORP NY INC COM 0.1%
Value ($000) $82 Shares 8,063 Est. Cost $11.58 Unrealized -25.1%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $81 Shares 847 Est. Cost $96.57 Unrealized -4.5%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $80 Shares 150 Est. Cost $550.62 Unrealized -12.7%
V VISA INC COM CL A 0.1%
Value ($000) $80 Shares 306 Est. Cost $221.22 Unrealized +9.7%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $79 Shares 401 Est. Cost $172.48 Unrealized +0.2%
DXCM DEXCOM INC COM 0.1%
Value ($000) $79 Shares 636 Est. Cost $111.05 Unrealized -8.0%
ORCL ORACLE CORP COM 0.1%
Value ($000) $78 Shares 738 Est. Cost $88.86 Unrealized +20.1%
IDU ISHARES U.S. UTILITIES ETF 0.1%
Value ($000) $77 Shares 958 Est. Cost $86986.77 Unrealized
PPG PPG INDS INC COM 0.1%
Value ($000) $77 Shares 512 Est. Cost $147.48 Unrealized -12.6%
LOW LOWES COS INC COM 0.1%
Value ($000) $74 Shares 334 Est. Cost $219.81 Unrealized -11.4%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $71 Shares 241 Est. Cost $131.38 Unrealized +1.8%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $70 Shares 481 Est. Cost $124.83 Unrealized -5.2%
DBRG DIGITALBRIDGE GROUP INC CL A NEW 0.0%
Value ($000) $66 Shares 3,762 Est. Cost $19.04 Unrealized -14.2%
T AT&T INC COM 0.0%
Value ($000) $65 Shares 3,903 Est. Cost $14.67 Unrealized -3.1%
NFLX NETFLIX INC COM 0.0%
Value ($000) $65 Shares 133 Est. Cost $56.27 Unrealized -22.4%
GSG ISHARES S&P GSCI COMMODITY INDEXED TRUST 0.0%
Value ($000) $63 Shares 3,146 Est. Cost $17109.98 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $63 Shares 230 Est. Cost $248.65 Unrealized +4.2%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $63 Shares 1,745 Est. Cost $56.36 Unrealized -46.3%
RTX RTX CORPORATION COM 0.0%
Value ($000) $62 Shares 739 Est. Cost $80.38 Unrealized -5.9%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $62 Shares 183 Est. Cost $299.03 Unrealized -0.3%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $61 Shares 814 Est. Cost $83668.98 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $60 Shares 540 Est. Cost $65593.52 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $60 Shares 928 Est. Cost $26.67 Unrealized +7.6%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $59 Shares 894 Est. Cost $66428.29 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $59 Shares 1,637 Est. Cost $29.81 Unrealized -1.3%
ALPS O'SHARES GLOBAL INTERNET GIANTS ETF 0.0%
Value ($000) $58 Shares 1,595 Est. Cost $48511.50 Unrealized
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $58 Shares 37 Est. Cost $1361.08 Unrealized +4.1%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $58 Shares 547 Est. Cost $100351.86 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $58 Shares 548 Est. Cost $107981.16 Unrealized
OLED UNIVERSAL DISPLAY CORP COM 0.0%
Value ($000) $57 Shares 298 Est. Cost $161.47 Unrealized 0.0%
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.0%
Value ($000) $57 Shares 2,129 Est. Cost $33890.03 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $57 Shares 90 Est. Cost $505.12 Unrealized +7.8%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $56 Shares 601 Est. Cost $86.86 Unrealized +0.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $56 Shares 540 Est. Cost $11807.89 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $56 Shares 267 Est. Cost $163.31 Unrealized +5.5%
FDX FEDEX CORP COM 0.0%
Value ($000) $56 Shares 221 Est. Cost $237.38 Unrealized +2.1%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $55 Shares 321 Est. Cost $154.25 Unrealized -5.7%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $55 Shares 47 Est. Cost $828.77 Unrealized +21.4%
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $55 Shares 391 Est. Cost $127.06 Unrealized +5.0%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $54 Shares 485 Est. Cost $115626.35 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $54 Shares 502 Est. Cost $103035.15 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $52 Shares 433 Est. Cost $101.52 Unrealized +13.9%
KNSL KINSALE CAP GROUP INC COM 0.0%
Value ($000) $52 Shares 154 Est. Cost $195.60 Unrealized +89.0%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $50 Shares 819 Est. Cost $53.99 Unrealized -1.0%
ARISTA NETWORKS INC COM 0.0%
Value ($000) $50 Shares 211 Est. Cost $134343.31 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $49 Shares 370 Est. Cost $105.61 Unrealized 0.0%
NKE NIKE INC CL B 0.0%
Value ($000) $49 Shares 451 Est. Cost $121.51 Unrealized -15.2%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $47 Shares 62 Est. Cost $540245.20 Unrealized
ABBV ABBVIE INC COM 0.0%
Value ($000) $47 Shares 300 Est. Cost $102.46 Unrealized +32.5%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $46 Shares 430 Est. Cost $122926.21 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $45 Shares 620 Est. Cost $75.66 Unrealized -14.2%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $45 Shares 362 Est. Cost $119997.00 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $45 Shares 417 Est. Cost $96433.28 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $44 Shares 40 Est. Cost $73.00 Unrealized +26.3%
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $44 Shares 146 Est. Cost $247.84 Unrealized -2.0%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $44 Shares 543 Est. Cost $61.68 Unrealized +17.0%
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $44 Shares 2,194 Est. Cost $12.05 Unrealized +17.3%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $43 Shares 248 Est. Cost $88069.66 Unrealized
PIONEER NAT RES CO COM 0.0%
Value ($000) $41 Shares 184 Est. Cost $224.89 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $41 Shares 838 Est. Cost $37903.26 Unrealized
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $41 Shares 303 Est. Cost $123.33 Unrealized
BG BUNGE GLOBAL SA COM SHS 0.0%
Value ($000) $41 Shares 405 Est. Cost $98.11 Unrealized 0.0%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $41 Shares 854 Est. Cost $40064.90 Unrealized
GEN GEN DIGITAL INC COM 0.0%
Value ($000) $41 Shares 1,791 Est. Cost $18.76 Unrealized +1.4%
WCBR WISDOMTREE CYBERSECURITY FUND 0.0%
Value ($000) $41 Shares 1,601 Est. Cost $24.77 Unrealized
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $40 Shares 460 Est. Cost $74.23 Unrealized +9.0%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $40 Shares 508 Est. Cost $81.23 Unrealized -19.5%
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $40 Shares 328 Est. Cost $163.20 Unrealized -36.9%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $40 Shares 682 Est. Cost $60124.54 Unrealized
PINS PINTEREST INC CL A 0.0%
Value ($000) $39 Shares 1,053 Est. Cost $42.23 Unrealized -25.6%
UPRO PROSHARES ULTRAPRO S&P500 0.0%
Value ($000) $39 Shares 711 Est. Cost $55.34 Unrealized
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $39 Shares 1,135 Est. Cost $32.31 Unrealized +0.5%
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF 0.0%
Value ($000) $38 Shares 641 Est. Cost $58613.86 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $37 Shares 338 Est. Cost $96.07 Unrealized 0.0%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $37 Shares 996 Est. Cost $32.66 Unrealized +1.5%
INTC INTEL CORP COM 0.0%
Value ($000) $36 Shares 722 Est. Cost $37.64 Unrealized +6.4%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $36 Shares 462 Est. Cost $82937.50 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $36 Shares 452 Est. Cost $79164.25 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $36 Shares 272 Est. Cost $124.75 Unrealized -4.0%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $35 Shares 324 Est. Cost $79135.23 Unrealized
LAD LITHIA MTRS INC COM 0.0%
Value ($000) $35 Shares 106 Est. Cost $304.77 Unrealized -10.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $35 Shares 166 Est. Cost $205.68 Unrealized -12.5%
VST VISTRA CORP COM 0.0%
Value ($000) $35 Shares 905 Est. Cost $34.08 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $35 Shares 454 Est. Cost $54.56 Unrealized +25.1%
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 0.0%
Value ($000) $35 Shares 776 Est. Cost $52616.92 Unrealized
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $34 Shares 383 Est. Cost $95.16 Unrealized -23.1%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $34 Shares 267 Est. Cost $59.46 Unrealized +53.8%
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $34 Shares 399 Est. Cost $86739.20 Unrealized
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $34 Shares 159 Est. Cost $240.57 Unrealized -8.9%
NI NISOURCE INC COM 0.0%
Value ($000) $34 Shares 1,262 Est. Cost $22.19 Unrealized +8.3%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $33 Shares 112 Est. Cost $276.37 Unrealized -0.6%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $33 Shares 718 Est. Cost $42.20 Unrealized +0.5%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $32 Shares 632 Est. Cost $51.36 Unrealized -8.4%
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $32 Shares 424 Est. Cost $75523.00 Unrealized
RWL INVESCO S&P 500 REVENUE ETF 0.0%
Value ($000) $30 Shares 354 Est. Cost $79860.05 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $30 Shares 160 Est. Cost $170.13 Unrealized -7.7%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $30 Shares 175 Est. Cost $161.33 Unrealized +6.5%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $30 Shares 501 Est. Cost $186.04 Unrealized -75.3%
WSO WATSCO INC COM 0.0%
Value ($000) $30 Shares 69 Est. Cost $387.45 Unrealized 0.0%
ALV AUTOLIV INC COM 0.0%
Value ($000) $29 Shares 267 Est. Cost $92.38 Unrealized +2.5%
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $29 Shares 371 Est. Cost $62.32 Unrealized +11.6%
GLW CORNING INC COM 0.0%
Value ($000) $29 Shares 947 Est. Cost $31.74 Unrealized -14.5%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $29 Shares 240 Est. Cost $96.15 Unrealized +6.6%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $27 Shares 1,978 Est. Cost $13.92 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $27 Shares 413 Est. Cost $65.03 Unrealized
IXG ISHARES GLOBAL FINANCIALS ETF 0.0%
Value ($000) $27 Shares 345 Est. Cost $74885.69 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $27 Shares 170 Est. Cost $120.35 Unrealized +19.1%
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $26 Shares 92 Est. Cost $268398.62 Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $26 Shares 364 Est. Cost $84.47 Unrealized -13.0%
BL BLACKLINE INC COM 0.0%
Value ($000) $26 Shares 409 Est. Cost $71.23 Unrealized -20.6%
DV DOUBLEVERIFY HLDGS INC COM 0.0%
Value ($000) $25 Shares 691 Est. Cost $34.19 Unrealized -8.9%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $25 Shares 131 Est. Cost $218.52 Unrealized -13.8%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $25 Shares 506 Est. Cost $51.70 Unrealized
TDC TERADATA CORP DEL COM 0.0%
Value ($000) $25 Shares 574 Est. Cost $48.94 Unrealized -8.1%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $25 Shares 96 Est. Cost $167.89 Unrealized +34.2%
GFS GLOBALFOUNDRIES INC ORDINARY SHARES 0.0%
Value ($000) $25 Shares 407 Est. Cost $58.45 Unrealized -5.2%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $24 Shares 312 Est. Cost $69083.14 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $24 Shares 390 Est. Cost $42.59 Unrealized +22.8%
CBU COMMUNITY BK SYS INC COM 0.0%
Value ($000) $24 Shares 452 Est. Cost $58.45 Unrealized -28.6%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $23 Shares 85 Est. Cost $223.02 Unrealized +6.8%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $23 Shares 224 Est. Cost $89065.10 Unrealized
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $23 Shares 23 Est. Cost $752.20 Unrealized +6.7%
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.0%
Value ($000) $23 Shares 414 Est. Cost $61944.27 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $23 Shares 232 Est. Cost $53179.88 Unrealized
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 0.0%
Value ($000) $22 Shares 468 Est. Cost $54615.67 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $22 Shares 164 Est. Cost $175.48 Unrealized -26.5%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $22 Shares 190 Est. Cost $119858.63 Unrealized
RGEN REPLIGEN CORP COM 0.0%
Value ($000) $22 Shares 123 Est. Cost $269.41 Unrealized -42.2%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $22 Shares 25 Est. Cost $611.44 Unrealized +33.9%
HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF 0.0%
Value ($000) $21 Shares 846 Est. Cost $30052.71 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $21 Shares 806 Est. Cost $28111.24 Unrealized
ESGV VANGUARD ESG U.S. STOCK ETF 0.0%
Value ($000) $21 Shares 243 Est. Cost $72.15 Unrealized
DYNAVAX TECHNOLOGIES CORP COM NEW 0.0%
Value ($000) $20 Shares 1,457 Est. Cost $14.77 Unrealized
QDEL QUIDELORTHO CORP COM 0.0%
Value ($000) $20 Shares 275 Est. Cost $101.94 Unrealized -33.7%
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $20 Shares 489 Est. Cost $38208.41 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $20 Shares 706 Est. Cost $27261.83 Unrealized
UI UBIQUITI INC COM 0.0%
Value ($000) $20 Shares 141 Est. Cost $304.47 Unrealized -60.0%
UNM UNUM GROUP COM 0.0%
Value ($000) $19 Shares 420 Est. Cost $25.73 Unrealized +77.0%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $19 Shares 221 Est. Cost $39498.11 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $18 Shares 245 Est. Cost $63549.24 Unrealized
CNH CNH INDL N V SHS 0.0%
Value ($000) $18 Shares 1,511 Est. Cost $12.45 Unrealized -15.5%
SPLUNK INC COM 0.0%
Value ($000) $18 Shares 119 Est. Cost $76952.15 Unrealized
ZS ZSCALER INC COM 0.0%
Value ($000) $18 Shares 80 Est. Cost $249.29 Unrealized -25.7%
MET METLIFE INC COM 0.0%
Value ($000) $17 Shares 259 Est. Cost $55.56 Unrealized +5.8%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $17 Shares 85 Est. Cost $224.50 Unrealized -24.7%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $17 Shares 450 Est. Cost $36.96 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $17 Shares 243 Est. Cost $64469.03 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $17 Shares 324 Est. Cost $51.02 Unrealized
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $16 Shares 176 Est. Cost $107.05 Unrealized -19.6%
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $16 Shares 260 Est. Cost $43.12 Unrealized +19.2%
CWH CAMPING WORLD HLDGS INC CL A 0.0%
Value ($000) $16 Shares 617 Est. Cost $31.14 Unrealized -36.7%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $16 Shares 212 Est. Cost $89.34 Unrealized -22.1%
FIRST TR HIGH YIELD OPPRT 2027 COM 0.0%
Value ($000) $16 Shares 1,160 Est. Cost $13.85 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $16 Shares 916 Est. Cost $13.70 Unrealized +12.0%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $16 Shares 63 Est. Cost $290130.25 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $16 Shares 144 Est. Cost $99.47 Unrealized -4.6%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $16 Shares 35 Est. Cost $355.13 Unrealized +17.5%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $16 Shares 111 Est. Cost $99.44 Unrealized +8.9%
BMVP INVESCO BLOOMBERG MVP MULTI-FACTOR ETF 0.0%
Value ($000) $16 Shares 387 Est. Cost $41221.32 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $16 Shares 39 Est. Cost $164.66 Unrealized +18.9%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $15 Shares 212 Est. Cost $189.38 Unrealized -65.1%
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $15 Shares 64 Est. Cost $226.73 Unrealized -13.4%
SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 0.0%
Value ($000) $15 Shares 642 Est. Cost $26604.36 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $15 Shares 369 Est. Cost $38.94 Unrealized -9.0%
BBY BEST BUY INC COM 0.0%
Value ($000) $15 Shares 190 Est. Cost $93.48 Unrealized -32.1%
CTRE CARETRUST REIT INC COM 0.0%
Value ($000) $15 Shares 662 Est. Cost $17531.90 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $15 Shares 160 Est. Cost $93554.70 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $15 Shares 140 Est. Cost $105.59 Unrealized
SHM SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF 0.0%
Value ($000) $15 Shares 306 Est. Cost $47.85 Unrealized
UDN INVESCO DB US DOLLAR INDEX BEARISH FUND 0.0%
Value ($000) $14 Shares 785 Est. Cost $20244.54 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $14 Shares 249 Est. Cost $47.87 Unrealized +11.7%
DKS DICKS SPORTING GOODS INC COM 0.0%
Value ($000) $14 Shares 97 Est. Cost $97.29 Unrealized +18.9%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $14 Shares 250 Est. Cost $56.40 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $14 Shares 439 Est. Cost $36897.31 Unrealized
KRNT KORNIT DIGITAL LTD SHS 0.0%
Value ($000) $14 Shares 707 Est. Cost $24.64 Unrealized -29.6%
PDM PIEDMONT OFFICE REALTY TR INC COM CL A 0.0%
Value ($000) $13 Shares 1,874 Est. Cost $15731.34 Unrealized
LGIH LGI HOMES INC COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $141.69 Unrealized -21.7%
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.0%
Value ($000) $13 Shares 9 Est. Cost $768.01 Unrealized +81.3%
APPN APPIAN CORP CL A 0.0%
Value ($000) $13 Shares 341 Est. Cost $74.29 Unrealized -47.4%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $13 Shares 86 Est. Cost $60.16 Unrealized +136.0%
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value ($000) $13 Shares 251 Est. Cost $50.72 Unrealized
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.0%
Value ($000) $13 Shares 211 Est. Cost $63417.48 Unrealized
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 0.0%
Value ($000) $12 Shares 400 Est. Cost $27.96 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $12 Shares 51 Est. Cost $144.19 Unrealized +48.8%
F FORD MTR CO DEL COM 0.0%
Value ($000) $12 Shares 1,010 Est. Cost $14.17 Unrealized -32.0%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $12 Shares 134 Est. Cost $202.96 Unrealized -58.8%
CSX CSX CORP COM 0.0%
Value ($000) $12 Shares 351 Est. Cost $33.29 Unrealized -7.3%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $12 Shares 389 Est. Cost $30998.42 Unrealized
PCY INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF 0.0%
Value ($000) $12 Shares 578 Est. Cost $23499.83 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $12 Shares 62 Est. Cost $144.42 Unrealized +15.4%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $12 Shares 153 Est. Cost $103275.96 Unrealized
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 0.0%
Value ($000) $12 Shares 284 Est. Cost $31144.07 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $11 Shares 485 Est. Cost $33.87 Unrealized -44.5%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $11 Shares 69 Est. Cost $145.50 Unrealized +2.5%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $11 Shares 251 Est. Cost $44.22 Unrealized -9.3%
ADSK AUTODESK INC COM 0.0%
Value ($000) $11 Shares 45 Est. Cost $251.23 Unrealized -14.0%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $11 Shares 67 Est. Cost $129.59 Unrealized +9.4%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $11 Shares 126 Est. Cost $48.29 Unrealized +39.5%
OABI OMNIAB INC COM 0.0%
Value ($000) $11 Shares 1,725 Est. Cost $5.34 Unrealized -7.9%
MDB MONGODB INC CL A 0.0%
Value ($000) $10 Shares 25 Est. Cost $463.01 Unrealized -18.1%
KODK EASTMAN KODAK CO COM NEW 0.0%
Value ($000) $10 Shares 2,576 Est. Cost $4.78 Unrealized -19.6%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $10 Shares 339 Est. Cost $40.81 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $10 Shares 400 Est. Cost $24.79 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $9 Shares 200 Est. Cost $47.24 Unrealized
FTNT FORTINET INC COM 0.0%
Value ($000) $9 Shares 160 Est. Cost $60.54 Unrealized -8.7%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $9 Shares 98 Est. Cost $126761.47 Unrealized
BKCH GLOBAL X BLOCKCHAIN ETF 0.0%
Value ($000) $9 Shares 201 Est. Cost $30.84 Unrealized
OSK OSHKOSH CORP COM 0.0%
Value ($000) $9 Shares 84 Est. Cost $101.52 Unrealized -8.5%
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $9 Shares 142 Est. Cost $124.89 Unrealized -60.9%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $9 Shares 48 Est. Cost $146.54 Unrealized +19.2%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $9 Shares 42 Est. Cost $40.75 Unrealized -3.3%
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $9 Shares 108 Est. Cost $167.57 Unrealized -58.3%
BC BRUNSWICK CORP COM 0.0%
Value ($000) $9 Shares 93 Est. Cost $86.39 Unrealized -12.6%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $9 Shares 137 Est. Cost $55.25 Unrealized +7.7%
DBO INVESCO DB OIL FUND 0.0%
Value ($000) $9 Shares 631 Est. Cost $12970.80 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $9 Shares 50 Est. Cost $84.28 Unrealized +29.6%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $9 Shares 45 Est. Cost $24452.97 Unrealized
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $9 Shares 210 Est. Cost $228.43 Unrealized -86.7%
CWST CASELLA WASTE SYS INC CL A 0.0%
Value ($000) $9 Shares 100 Est. Cost $83.82 Unrealized -4.1%
JPME JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF 0.0%
Value ($000) $9 Shares 93 Est. Cost $86.11 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $8 Shares 109 Est. Cost $137.94 Unrealized -59.0%
BLACKSKY TECHNOLOGY INC COM CL A 0.0%
Value ($000) $8 Shares 6,000 Est. Cost $2.22 Unrealized
IGOV ISHARES INTERNATIONAL TREASURY BOND ETF 0.0%
Value ($000) $8 Shares 202 Est. Cost $50276.04 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $8 Shares 730 Est. Cost $18.55 Unrealized -41.8%
TREX TREX CO INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $69.25 Unrealized -4.2%
Z ZILLOW GROUP INC CL C CAP STK 0.0%
Value ($000) $8 Shares 143 Est. Cost $67.62 Unrealized -34.8%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $8 Shares 153 Est. Cost $65920.53 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $8 Shares 99 Est. Cost $71.08 Unrealized -1.8%
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $8 Shares 100 Est. Cost $75.32 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $8 Shares 103 Est. Cost $77920.79 Unrealized
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $7 Shares 163 Est. Cost $91.47 Unrealized -59.6%
PRFZ INVESCO FTSE RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $7 Shares 195 Est. Cost $37329.73 Unrealized
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value ($000) $7 Shares 64 Est. Cost $110126.65 Unrealized
CNYA ISHARES MSCI CHINA A ETF 0.0%
Value ($000) $7 Shares 283 Est. Cost $41016.91 Unrealized
LAM RESEARCH CORP COM 0.0%
Value ($000) $7 Shares 9 Est. Cost $722416.70 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $7 Shares 343 Est. Cost $18.00 Unrealized -5.1%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $7 Shares 38 Est. Cost $205.40 Unrealized -21.3%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $7 Shares 414 Est. Cost $13.34 Unrealized +15.1%
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value ($000) $7 Shares 70 Est. Cost $100.32 Unrealized -15.1%
NBIX NEUROCRINE BIOSCIENCES INC COM 0.0%
Value ($000) $7 Shares 52 Est. Cost $90.31 Unrealized +27.5%
CBOE CBOE GLOBAL MKTS INC COM 0.0%
Value ($000) $7 Shares 38 Est. Cost $123.60 Unrealized +35.9%
OKTA OKTA INC CL A 0.0%
Value ($000) $7 Shares 74 Est. Cost $193.08 Unrealized -60.5%
HPQ HP INC COM 0.0%
Value ($000) $7 Shares 222 Est. Cost $28.15 Unrealized -8.5%
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $7 Shares 145 Est. Cost $54550.18 Unrealized
PCH POTLATCHDELTIC CORPORATION COM 0.0%
Value ($000) $7 Shares 135 Est. Cost $39.90 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $7 Shares 91 Est. Cost $55.31 Unrealized +16.3%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $7 Shares 103 Est. Cost $25606.68 Unrealized
EWX SPDR S&P EMERGING MARKETS SMALL CAP ETF 0.0%
Value ($000) $6 Shares 111 Est. Cost $56005.28 Unrealized
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $6 Shares 30 Est. Cost $366.51 Unrealized -43.3%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $6 Shares 153 Est. Cost $35562.64 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $6 Shares 107 Est. Cost $46.75 Unrealized -4.5%
GLOBAL X GENOMICS & BIOTECHNOLOGY ETF 0.0%
Value ($000) $6 Shares 500 Est. Cost $12.12 Unrealized
DRLL STRIVE U.S. ENERGY ETF 0.0%
Value ($000) $6 Shares 205 Est. Cost $27.57 Unrealized
ETSY ETSY INC COM 0.0%
Value ($000) $6 Shares 69 Est. Cost $148.44 Unrealized -51.8%
TWLO TWILIO INC CL A 0.0%
Value ($000) $5 Shares 72 Est. Cost $228.39 Unrealized -72.7%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $5 Shares 186 Est. Cost $43.52 Unrealized -43.1%
FLGT FULGENT GENETICS INC COM 0.0%
Value ($000) $5 Shares 186 Est. Cost $87.89 Unrealized -69.6%
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $5 Shares 130 Est. Cost $143.58 Unrealized -78.5%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $5 Shares 200 Est. Cost $26.35 Unrealized
UNITED STATES NATURAL GAS FUND LP 0.0%
Value ($000) $5 Shares 1,018 Est. Cost $12490.18 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $5 Shares 490 Est. Cost $8015.19 Unrealized
BSMT INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF 0.0%
Value ($000) $5 Shares 216 Est. Cost $22.98 Unrealized
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $5 Shares 235 Est. Cost $88.26 Unrealized -79.1%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 36 Est. Cost $150.80 Unrealized -22.3%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $5 Shares 44 Est. Cost $95.43 Unrealized +15.0%
ATLANTICA SUSTAINABLE INFR PLC SHS 0.0%
Value ($000) $5 Shares 234 Est. Cost $28311.74 Unrealized
USO UNITED STATES OIL FUND LP 0.0%
Value ($000) $5 Shares 75 Est. Cost $54360.00 Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $5 Shares 18 Est. Cost $642.93 Unrealized -63.1%
PUBM PUBMATIC INC COM CL A 0.0%
Value ($000) $5 Shares 300 Est. Cost $26.08 Unrealized -44.4%
IGF ISHARES GLOBAL INFRASTRUCTURE ETF 0.0%
Value ($000) $5 Shares 103 Est. Cost $44847.45 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $5 Shares 31 Est. Cost $107.03 Unrealized +10.1%
IMCB ISHARES MORNINGSTAR MID-CAP ETF 0.0%
Value ($000) $4 Shares 66 Est. Cost $68819.90 Unrealized
MCHI ISHARES MSCI CHINA ETF 0.0%
Value ($000) $4 Shares 108 Est. Cost $61098.63 Unrealized
CYBERARK SOFTWARE LTD SHS 0.0%
Value ($000) $4 Shares 20 Est. Cost $173300.00 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $4 Shares 200 Est. Cost $21.50 Unrealized
FUBO FUBOTV INC COM 0.0%
Value ($000) $4 Shares 1,344 Est. Cost $18.66 Unrealized -84.5%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $4 Shares 118 Est. Cost $38.23 Unrealized -16.4%
REDFIN CORP COM 0.0%
Value ($000) $4 Shares 411 Est. Cost $13093.81 Unrealized
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $4 Shares 74 Est. Cost $40.51 Unrealized +25.2%
GMED GLOBUS MED INC CL A 0.0%
Value ($000) $4 Shares 75 Est. Cost $72.08 Unrealized -32.4%
JD JD.COM INC SPON ADR CL A 0.0%
Value ($000) $4 Shares 138 Est. Cost $67530.92 Unrealized
BOC BOSTON OMAHA CORP CL A COM STK 0.0%
Value ($000) $4 Shares 253 Est. Cost $30.36 Unrealized -50.0%
AAON AAON INC COM PAR $0.004 0.0%
Value ($000) $4 Shares 53 Est. Cost $53.68 Unrealized +13.9%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $4 Shares 242 Est. Cost $165690.75 Unrealized
FLCH FRANKLIN FTSE CHINA ETF 0.0%
Value ($000) $4 Shares 244 Est. Cost $23496.08 Unrealized
JETS U.S. GLOBAL JETS ETF 0.0%
Value ($000) $4 Shares 201 Est. Cost $21139.30 Unrealized
MSTR MICROSTRATEGY INC CL A NEW 0.0%
Value ($000) $4 Shares 6 Est. Cost $37.65 Unrealized +25.9%
ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVEST 0.0%
Value ($000) $4 Shares 1,172 Est. Cost $10804.48 Unrealized
LEN LENNAR CORP CL A 0.0%
Value ($000) $4 Shares 25 Est. Cost $93.93 Unrealized +24.4%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $4 Shares 60 Est. Cost $87.36 Unrealized -37.0%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $4 Shares 93 Est. Cost $33.21 Unrealized +4.8%
EQH EQUITABLE HLDGS INC COM 0.0%
Value ($000) $4 Shares 112 Est. Cost $27.88 Unrealized 0.0%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $4 Shares 32 Est. Cost $144.63 Unrealized -37.2%
CHWY CHEWY INC CL A 0.0%
Value ($000) $4 Shares 155 Est. Cost $46.81 Unrealized -57.9%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $4 Shares 52 Est. Cost $43.56 Unrealized +34.1%
MERRIMACK PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $4 Shares 272 Est. Cost $3904.41 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $4 Shares 210 Est. Cost $21.07 Unrealized -15.5%
GLOB GLOBANT S A COM 0.0%
Value ($000) $4 Shares 15 Est. Cost $164.07 Unrealized +24.5%
LMND LEMONADE INC COM 0.0%
Value ($000) $4 Shares 221 Est. Cost $39.63 Unrealized -62.0%
DBX DROPBOX INC CL A 0.0%
Value ($000) $4 Shares 120 Est. Cost $26.91 Unrealized +3.2%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $4 Shares 11 Est. Cost $311.25 Unrealized -15.2%
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $3 Shares 109 Est. Cost $37916.46 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.0%
Value ($000) $3 Shares 175 Est. Cost $10144.83 Unrealized
HNST HONEST CO INC COM 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $8.79 Unrealized -79.3%
CLDX CELLDEX THERAPEUTICS INC NEW COM NEW 0.0%
Value ($000) $3 Shares 83 Est. Cost $43.58 Unrealized -32.5%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $3 Shares 7 Est. Cost $397.15 Unrealized +12.5%
BKF ISHARES MSCI BIC ETF 0.0%
Value ($000) $3 Shares 91 Est. Cost $43187.94 Unrealized
ITT ITT INC COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $97.28 Unrealized +8.1%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $3 Shares 106 Est. Cost $28.56 Unrealized -12.8%
AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A 0.0%
Value ($000) $3 Shares 500 Est. Cost $4.99 Unrealized -10.7%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $3 Shares 150 Est. Cost $23.91 Unrealized -32.9%
MRNA MODERNA INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $274.30 Unrealized -69.3%
LI-CYCLE HOLDINGS CORP COMMON SHARES 0.0%
Value ($000) $3 Shares 5,000 Est. Cost $0.58 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 31 Est. Cost $315.73 Unrealized -71.2%
DE DEERE & CO COM 0.0%
Value ($000) $3 Shares 7 Est. Cost $346.69 Unrealized +5.3%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $131.47 Unrealized -0.6%
GTLS CHART INDS INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $176.76 Unrealized -23.5%
FFIV F5 INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $221.99 Unrealized -26.5%
RMD RESMED INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $250.23 Unrealized -39.8%
ARTY ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF 0.0%
Value ($000) $3 Shares 75 Est. Cost $34.65 Unrealized
AVAV AEROVIRONMENT INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $81.23 Unrealized +50.6%
XRX XEROX HOLDINGS CORP COM NEW 0.0%
Value ($000) $3 Shares 137 Est. Cost $19.81 Unrealized -25.4%
SDG ISHARES MSCI GLOBAL SUSTAINABLE DEVELOPMENT GOALS ETF 0.0%
Value ($000) $3 Shares 31 Est. Cost $87325.10 Unrealized
SDGR SCHRODINGER INC COM 0.0%
Value ($000) $3 Shares 70 Est. Cost $25.10 Unrealized +15.5%
CIFR CIPHER MINING INC COM 0.0%
Value ($000) $2 Shares 600 Est. Cost $1.99 Unrealized +53.3%
LOGI LOGITECH INTL S A SHS 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.86 Unrealized +3.7%
CGNX COGNEX CORP COM 0.0%
Value ($000) $2 Shares 58 Est. Cost $78.45 Unrealized -51.9%
W WAYFAIR INC CL A 0.0%
Value ($000) $2 Shares 39 Est. Cost $236.00 Unrealized -77.9%
UNITI GROUP INC COM 0.0%
Value ($000) $2 Shares 413 Est. Cost $11735.94 Unrealized
FSLY FASTLY INC CL A 0.0%
Value ($000) $2 Shares 133 Est. Cost $43.48 Unrealized -61.2%
MASI MASIMO CORP COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $284.79 Unrealized -67.3%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $114.57 Unrealized -2.9%
NUMG NUVEEN ESG MID-CAP GROWTH ETF 0.0%
Value ($000) $2 Shares 55 Est. Cost $48582.58 Unrealized
VIOV VANGUARD S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $2 Shares 26 Est. Cost $90309.62 Unrealized
CPNG COUPANG INC CL A 0.0%
Value ($000) $2 Shares 142 Est. Cost $28.16 Unrealized -41.4%
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $233193.70 Unrealized
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $148.77 Unrealized -28.7%
IRBTQ IROBOT CORP COM 0.0%
Value ($000) $2 Shares 58 Est. Cost $79.08 Unrealized -55.0%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $347.35 Unrealized +11.8%
PSEC PROSPECT CAP CORP COM 0.0%
Value ($000) $2 Shares 370 Est. Cost $4.86 Unrealized -15.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $2 Shares 6 Est. Cost $271.03 Unrealized +15.4%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $2 Shares 19 Est. Cost $24816.12 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $2 Shares 30 Est. Cost $68.89 Unrealized
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $2 Shares 245 Est. Cost $17.67 Unrealized -60.9%
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $86.92 Unrealized +1.8%
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $91.20 Unrealized +32.2%
KKR KKR & CO INC COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $60.88 Unrealized +9.8%
RVTY REVVITY INC COM 0.0%
Value ($000) $2 Shares 19 Est. Cost $179.04 Unrealized -46.4%
SBGI SINCLAIR INC CL A 0.0%
Value ($000) $2 Shares 158 Est. Cost $16.34 Unrealized -24.9%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $237.33 Unrealized +55.7%
GILT GILAT SATELLITE NETWORKS LTD SHS NEW 0.0%
Value ($000) $2 Shares 330 Est. Cost $7.82 Unrealized -20.5%
RYAAY RYANAIR HOLDINGS PLC SPONSORED ADS 0.0%
Value ($000) $2 Shares 15 Est. Cost $133.33 Unrealized
TRN TRINITY INDS INC COM 0.0%
Value ($000) $2 Shares 72 Est. Cost $23.96 Unrealized -8.5%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $2 Shares 7 Est. Cost $429.10 Unrealized -46.8%
STAA STAAR SURGICAL CO COM PAR $0.01 0.0%
Value ($000) $2 Shares 60 Est. Cost $107.29 Unrealized -66.5%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $2 Shares 100 Est. Cost $21.39 Unrealized -32.1%
WIX WIX COM LTD SHS 0.0%
Value ($000) $2 Shares 15 Est. Cost $154.87 Unrealized -37.7%
PLNT PLANET FITNESS INC CL A 0.0%
Value ($000) $2 Shares 25 Est. Cost $85.31 Unrealized -27.9%
KARS KRANESHARES ELECTRIC VEHICLES & FUTURE MOBILITY INDEX ETF 0.0%
Value ($000) $2 Shares 71 Est. Cost $42862.40 Unrealized
PEGA PEGASYSTEMS INC COM 0.0%
Value ($000) $2 Shares 35 Est. Cost $59.21 Unrealized -60.5%
MMS MAXIMUS INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $64.52 Unrealized +23.6%
NEM NEWMONT CORP COM 0.0%
Value ($000) $2 Shares 41 Est. Cost $49.84 Unrealized -26.1%
IOT SAMSARA INC COM CL A 0.0%
Value ($000) $2 Shares 50 Est. Cost $22.17 Unrealized +25.3%
SABR SABRE CORP COM 0.0%
Value ($000) $2 Shares 373 Est. Cost $6.66 Unrealized -42.1%
CELH CELSIUS HLDGS INC COM NEW 0.0%
Value ($000) $2 Shares 30 Est. Cost $53.37 Unrealized 0.0%
CACI CACI INTL INC CL A 0.0%
Value ($000) $2 Shares 5 Est. Cost $281.70 Unrealized +15.2%
FVRR FIVERR INTL LTD ORD SHS 0.0%
Value ($000) $2 Shares 56 Est. Cost $156.01 Unrealized -84.1%
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value ($000) $2 Shares 25 Est. Cost $41.34 Unrealized +35.3%
VISTA OUTDOOR INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $46080.00 Unrealized
PTEN PATTERSON-UTI ENERGY INC COM 0.0%
Value ($000) $1 Shares 137 Est. Cost $14.63 Unrealized -16.9%
DCBO DOCEBO INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $71.94 Unrealized -38.0%
WAB WABTEC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $89.57 Unrealized +24.7%
TCMD TACTILE SYS TECHNOLOGY INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $12.56 Unrealized 0.0%
ECL ECOLAB INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $215.53 Unrealized -18.4%
DOCS DOXIMITY INC CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $52.23 Unrealized -54.8%
MGNI MAGNITE INC COM 0.0%
Value ($000) $1 Shares 150 Est. Cost $22.54 Unrealized -64.9%
ADT ADT INC DEL COM 0.0%
Value ($000) $1 Shares 205 Est. Cost $6.91 Unrealized -15.3%
TILRAY BRANDS INC COM 0.0%
Value ($000) $1 Shares 608 Est. Cost $7029.86 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $70.22 Unrealized -20.1%
AMLIF AMERICAN LITHIUM CORP COM NEW 0.0%
Value ($000) $1 Shares 1,250 Est. Cost $2.10 Unrealized -43.8%
METC RAMACO RES INC COM CL A 0.0%
Value ($000) $1 Shares 80 Est. Cost $7.97 Unrealized +70.0%
PATH UIPATH INC CL A 0.0%
Value ($000) $1 Shares 55 Est. Cost $49.32 Unrealized -60.4%
TPB TURNING PT BRANDS INC COM 0.0%
Value ($000) $1 Shares 51 Est. Cost $40.27 Unrealized -43.2%
TTC TORO CO COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $97.97 Unrealized -12.5%
IART INTEGRA LIFESCIENCES HLDGS CP COM NEW 0.0%
Value ($000) $1 Shares 30 Est. Cost $39.35 Unrealized 0.0%
COHR COHERENT CORP COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $47.89 Unrealized -24.7%
SNAP SNAP INC CL A 0.0%
Value ($000) $1 Shares 75 Est. Cost $16.76 Unrealized -26.9%
PROSHARES SHORT S&P500 0.0%
Value ($000) $1 Shares 98 Est. Cost $13251.20 Unrealized
WTAI WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND 0.0%
Value ($000) $1 Shares 60 Est. Cost $20.72 Unrealized
JUNIPER NETWORKS INC COM 0.0%
Value ($000) $1 Shares 41 Est. Cost $11264.73 Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $124.86 Unrealized +21.2%
CSAN COSAN S A ADS 0.0%
Value ($000) $1 Shares 75 Est. Cost $14725.89 Unrealized
CFLT CONFLUENT INC CLASS A COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $52.12 Unrealized -53.6%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $1 Shares 51 Est. Cost $19.84 Unrealized -3.2%
FCPT FOUR CORNERS PPTY TR INC COM 0.0%
Value ($000) $1 Shares 45 Est. Cost $16674.76 Unrealized
QRVO QORVO INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $158.98 Unrealized -39.3%
VTRS VIATRIS INC COM 0.0%
Value ($000) $1 Shares 104 Est. Cost $11.04 Unrealized -21.3%
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD 0.0%
Value ($000) $1 Shares 9 Est. Cost $131.42 Unrealized -5.0%
AOUT AMERICAN OUTDOOR BRANDS INC COM 0.0%
Value ($000) $1 Shares 130 Est. Cost $17.09 Unrealized -49.7%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $126.57 Unrealized -45.6%
BBMC JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
SAM BOSTON BEER INC CL A 0.0%
Value ($000) $1 Shares 3 Est. Cost $499.43 Unrealized -29.8%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $21.54 Unrealized -20.5%
AFRM AFFIRM HLDGS INC COM CL A 0.0%
Value ($000) $1 Shares 20 Est. Cost $52.33 Unrealized -44.8%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $1 Shares 68 Est. Cost $26.76 Unrealized -53.9%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $1 Shares 25 Est. Cost $34810.02 Unrealized
EQT EQT CORP COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $39.30 Unrealized 0.0%
SWBI SMITH & WESSON BRANDS INC COM 0.0%
Value ($000) $1 Shares 71 Est. Cost $19.26 Unrealized -28.5%
WISDOMTREE BATTERY VALUE CHAIN AND INNOVATION FUND 0.0%
Value ($000) $1 Shares 30 Est. Cost $34.73 Unrealized
STEM INC COM 0.0%
Value ($000) $1 Shares 236 Est. Cost $4.24 Unrealized
TOST TOAST INC CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $21.71 Unrealized -24.5%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $50.95 Unrealized +1.2%
NVX NOVONIX LIMITED SPONSORED ADS 0.0%
Value ($000) $1 Shares 456 Est. Cost $2.13 Unrealized
RH RH COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $615.20 Unrealized -58.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $43.54 Unrealized +6.9%
IE IVANHOE ELECTRIC INC COM 0.0%
Value ($000) $1 Shares 85 Est. Cost $15.01 Unrealized -29.6%
SONO SONOS INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $31.80 Unrealized -57.6%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $1 Shares 58 Est. Cost $28139.46 Unrealized
CRDL CARDIOL THERAPEUTICS INC COM CL A 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.22 Unrealized -30.3%
RGR STURM RUGER & CO INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $70.77 Unrealized -32.2%
FOLD AMICUS THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 58 Est. Cost $11.14 Unrealized +1.9%
VET VERMILION ENERGY INC COM 0.0%
Value ($000) $1 Shares 68 Est. Cost $14.07 Unrealized -5.9%
MNKD MANNKIND CORP COM NEW 0.0%
Value ($000) $1 Shares 225 Est. Cost $4.63 Unrealized -17.4%
GRNB VANECK GREEN BOND ETF 0.0%
Value ($000) $1 Shares 33 Est. Cost $25395.58 Unrealized
DAVA ENDAVA PLC ADS 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
TWST TWIST BIOSCIENCE CORP COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $102.64 Unrealized -77.5%
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $1 Shares 118 Est. Cost $61.05 Unrealized -91.2%
TOKE CAMBRIA CANNABIS ETF 0.0%
Value ($000) $1 Shares 118 Est. Cost $12063.82 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $142.00 Unrealized -36.0%
CHGG CHEGG INC COM 0.0%
Value ($000) $1 Shares 60 Est. Cost $38.29 Unrealized -75.2%
ULBI ULTRALIFE CORP COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $6.14 Unrealized +33.7%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $78.43 Unrealized +2.3%
PENN PENN ENTERTAINMENT INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $60.63 Unrealized -61.7%
SSYS STRATASYS LTD SHS 0.0%
Value ($000) $1 Shares 45 Est. Cost $27.88 Unrealized -58.1%
MATV MATIV HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 42 Est. Cost $25.83 Unrealized -51.7%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $197.41 Unrealized +12.5%
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $74.72 Unrealized -63.0%
AMBA AMBARELLA INC SHS 0.0%
Value ($000) $1 Shares 10 Est. Cost $185.38 Unrealized -70.6%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $29.61 Unrealized +98.0%
JKS JINKOSOLAR HLDG CO LTD SPONSORED ADR 0.0%
Value ($000) $1 Shares 16 Est. Cost $45966.67 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $51.16 Unrealized -2.9%
BHC BAUSCH HEALTH COS INC COM 0.0%
Value ($000) $1 Shares 70 Est. Cost $26.77 Unrealized -72.8%
HAS HASBRO INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $80.69 Unrealized -42.9%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $1 Shares 4 Est. Cost $89.58 Unrealized +24.6%
STNE STONECO LTD COM CL A 0.0%
Value ($000) $1 Shares 30 Est. Cost $16866.67 Unrealized
DDD 3-D SYS CORP DEL COM NEW 0.0%
Value ($000) $1 Shares 85 Est. Cost $25.23 Unrealized -80.5%
VFF VILLAGE FARMS INTL INC COM 0.0%
Value ($000) $1 Shares 700 Est. Cost $7.37 Unrealized -89.7%
OLN OLIN CORP COM PAR $1 0.0%
Value ($000) $1 Shares 10 Est. Cost $51.61 Unrealized -12.1%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $0 Shares 21 Est. Cost $32.58 Unrealized -31.7%
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $0 Shares 12 Est. Cost $223750.00 Unrealized
LYFT LYFT INC CL A COM 0.0%
Value ($000) $0 Shares 30 Est. Cost $46.79 Unrealized -75.1%
BLACKROCK HEALTH SCIENCES TR COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $40.18 Unrealized
NVCR NOVOCURE LTD ORD SHS 0.0%
Value ($000) $0 Shares 30 Est. Cost $92.74 Unrealized -85.6%
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $19.10 Unrealized -84.9%
DBC INVESCO DB COMMODITY INDEX TRACKING FUND 0.0%
Value ($000) $0 Shares 20 Est. Cost $48.60 Unrealized
AMPLIFY SEYMOUR CANNABIS ETF 0.0%
Value ($000) $0 Shares 100 Est. Cost $14130.00 Unrealized
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $0 Shares 200 Est. Cost $5.00 Unrealized -61.1%
SVM SILVERCORP METALS INC COM 0.0%
Value ($000) $0 Shares 155 Est. Cost $4.05 Unrealized -39.5%
RMTI ROCKWELL MED INC COM NEW 0.0%
Value ($000) $0 Shares 215 Est. Cost $2.65 Unrealized -29.1%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $680.89 Unrealized -40.1%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $0 Shares 4 Est. Cost $84.88 Unrealized -15.8%
WOLFSPEED INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $111800.00 Unrealized
GPRO GOPRO INC CL A 0.0%
Value ($000) $0 Shares 100 Est. Cost $9.92 Unrealized -68.0%
CGC CANOPY GROWTH CORP COM NEW 0.0%
Value ($000) $0 Shares 67 Est. Cost $5.96 Unrealized 0.0%
ALLGF ALLEGO N V ORD SHS 0.0%
Value ($000) $0 Shares 253 Est. Cost $4.44 Unrealized -65.5%
FISKER INC CL A COM STK 0.0%
Value ($000) $0 Shares 184 Est. Cost $15728.26 Unrealized
TRUP TRUPANION INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $68.08 Unrealized -61.1%
UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $27.80 Unrealized
CNDT CONDUENT INC COM 0.0%
Value ($000) $0 Shares 80 Est. Cost $5.97 Unrealized -47.1%
ZG ZILLOW GROUP INC CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $71.80 Unrealized -40.3%
CC CHEMOURS CO COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $27.44 Unrealized -9.3%
UNUSUAL WHALES SUBVERSIVE REPUBLICAN TRADING ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $25.50 Unrealized
GDRX GOODRX HLDGS INC COM CL A 0.0%
Value ($000) $0 Shares 40 Est. Cost $40.23 Unrealized -86.0%
NEWEGG COMMERCE INC COMMON SHARES 0.0%
Value ($000) $0 Shares 200 Est. Cost $10370.00 Unrealized
TRIP TRIPADVISOR INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $30.64 Unrealized -42.8%
METCB RAMACO RES INC COM CL B 0.0%
Value ($000) $0 Shares 16 Est. Cost $10.06 Unrealized +11.1%
UP WHEELS UP EXPERIENCE INC COM CL A 0.0%
Value ($000) $0 Shares 59 Est. Cost $3.53 Unrealized -45.2%
ASAN ASANA INC CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $105.89 Unrealized -81.6%
SPHR SPHERE ENTERTAINMENT CO CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $32.43 Unrealized +7.3%
AMC AMC ENTMT HLDGS INC CL A NEW 0.0%
Value ($000) $0 Shares 27 Est. Cost $29.64 Unrealized -72.6%
GRWG GROWGENERATION CORP COM 0.0%
Value ($000) $0 Shares 65 Est. Cost $19.16 Unrealized -87.2%
MSGE MADISON SQUARE GARDEN ENTMT COM CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $33.03 Unrealized -5.9%
TELLURIAN INC NEW COM 0.0%
Value ($000) $0 Shares 200 Est. Cost $5.00 Unrealized
BODI THE BEACHBODY COMPANY INC COM CL A NEW 0.0%
Value ($000) $0 Shares 18 Est. Cost $10.69 Unrealized 0.0%
MAPS WM TECHNOLOGY INC COM 0.0%
Value ($000) $0 Shares 200 Est. Cost $7.74 Unrealized -87.2%
DANIMER SCIENTIFIC INC COM CL A 0.0%
Value ($000) $0 Shares 140 Est. Cost $8521.43 Unrealized
OUTSET MED INC COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $46080.00 Unrealized
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $85.07 Unrealized -90.8%
ROYCE VALUE TR INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $17001.56 Unrealized
SKLZ SKILLZ INC COM CL A 0.0%
Value ($000) $0 Shares 16 Est. Cost $8.88 Unrealized -37.0%
GAN LTD SHS 0.0%
Value ($000) $0 Shares 55 Est. Cost $9181.82 Unrealized
BAND BANDWIDTH INC COM CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost $77.93 Unrealized -85.0%
AMARIN CORP PLC SPONS ADR NEW 0.0%
Value ($000) $0 Shares 50 Est. Cost $3380.00 Unrealized
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $0 Shares 1 Est. Cost $13000.00 Unrealized
GABELLI DIVID & INCOME TR COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $20.78 Unrealized
SFIX STITCH FIX INC COM CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $28.65 Unrealized -87.7%
SAFEGUARD SCIENTIFICS INC COM NEW 0.0%
Value ($000) $0 Shares 27 Est. Cost $7329.27 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $43.14 Unrealized -60.2%
INVITAE CORP COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $15280.00 Unrealized
SUNSHINE BIOPHARMA INC COM NEW 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized
INSEEGO CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $5800.00 Unrealized