Briaud Financial Planning, Inc Diversified Active

CIK: 0001800586 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 9, 2025

Total Value ($000): $252 (100.0% shares, 0.0% debt)

Holdings (208)

VTI VANGUARD INDEX FDS 33.5%
Value ($000) $84 Shares 306,507 Est. Cost $21.67 Unrealized
GLD SPDR GOLD TR 29.4%
Value ($000) $74 Shares 256,748 Est. Cost $151.74 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 13.6%
Value ($000) $34 Shares 2,509,479 Est. Cost $0.01 Unrealized
QQQ INVESCO QQQ TR 11.3%
Value ($000) $29 Shares 60,814 Est. Cost $0.48 Unrealized
IAU ISHARES GOLD TR 2.5%
Value ($000) $6 Shares 106,846 Est. Cost $33.73 Unrealized
AAPL APPLE INC 0.9%
Value ($000) $2 Shares 10,366 Est. Cost $201.04 Unrealized +14.8%
IVV ISHARES TR 0.7%
Value ($000) $2 Shares 3,270 Est. Cost $0.53 Unrealized
XOM EXXON MOBIL CORP 0.7%
Value ($000) $2 Shares 15,058 Est. Cost $83.02 Unrealized +29.1%
ADI ANALOG DEVICES INC 0.5%
Value ($000) $1 Shares 6,518 Est. Cost $216.79 Unrealized -1.8%
LLY ELI LILLY & CO 0.4%
Value ($000) $1 Shares 1,194 Est. Cost $806.63 Unrealized +2.5%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $1 Shares 8,321 Est. Cost $137.66 Unrealized -8.0%
PPLT ABRDN PLATINUM ETF TRUST 0.3%
Value ($000) $1 Shares 8,955 Est. Cost $0.08 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1 Shares 1,469 Est. Cost $397.99 Unrealized +22.2%
TLT ISHARES TR 0.3%
Value ($000) $1 Shares 7,518 Est. Cost $0.09 Unrealized
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $1 Shares 2,054 Est. Cost $232.50 Unrealized +29.2%
MSFT MICROSOFT CORP 0.2%
Value ($000) $1 Shares 1,371 Est. Cost $407.30 Unrealized -0.5%
BIL SPDR SER TR 0.2%
Value ($000) $0 Shares 5,170 Est. Cost $0.09 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $0 Shares 4,169 Est. Cost $83.66 Unrealized +27.1%
AMZN AMAZON COM INC 0.2%
Value ($000) $0 Shares 2,101 Est. Cost $203.51 Unrealized +6.6%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $0 Shares 615 Est. Cost $0.52 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $0 Shares 11,081 Est. Cost $22.45 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $0 Shares 812 Est. Cost $0.37 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $0 Shares 1,748 Est. Cost $149.87 Unrealized +9.4%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $0 Shares 1,676 Est. Cost $0.18 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $0 Shares 466 Est. Cost $488.97 Unrealized +2.1%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $0 Shares 2,470 Est. Cost $0.09 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value ($000) $0 Shares 894 Est. Cost $0.26 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $0 Shares 2,183 Est. Cost $107.63 Unrealized -10.1%
WMT WALMART INC 0.1%
Value ($000) $0 Shares 2,516 Est. Cost $59.98 Unrealized +55.0%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $0 Shares 501 Est. Cost $409.27 Unrealized -3.7%
FFIN FIRST FINL BANKSHARES INC 0.1%
Value ($000) $0 Shares 5,876 Est. Cost $29.42 Unrealized +22.2%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $0 Shares 1,253 Est. Cost $149.74 Unrealized +1.8%
ABBV ABBVIE INC 0.1%
Value ($000) $0 Shares 937 Est. Cost $161.99 Unrealized +16.9%
VHT VANGUARD WORLD FD 0.1%
Value ($000) $0 Shares 716 Est. Cost $0.27 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $0 Shares 606 Est. Cost $285.40 Unrealized +0.6%
NOBL PROSHARES TR 0.1%
Value ($000) $0 Shares 1,791 Est. Cost $0.10 Unrealized
V VISA INC 0.1%
Value ($000) $0 Shares 515 Est. Cost $298.33 Unrealized +12.7%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $0 Shares 1,026 Est. Cost $0.17 Unrealized
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $0 Shares 704 Est. Cost $212.65 Unrealized +18.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $0 Shares 377 Est. Cost $416.77 Unrealized +7.6%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $0 Shares 473 Est. Cost $313.46 Unrealized +11.1%
IJH ISHARES TR 0.1%
Value ($000) $0 Shares 2,785 Est. Cost $0.06 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $0 Shares 987 Est. Cost $183.37 Unrealized -10.3%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $0 Shares 786 Est. Cost $0.18 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $0 Shares 2,429 Est. Cost $48.99 Unrealized +22.7%
CAT CATERPILLAR INC 0.1%
Value ($000) $0 Shares 446 Est. Cost $313.13 Unrealized +12.4%
T AT&T INC 0.1%
Value ($000) $0 Shares 4,908 Est. Cost $15.62 Unrealized +55.9%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $0 Shares 585 Est. Cost $191.03 Unrealized +14.3%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $0 Shares 400 Est. Cost $234.26 Unrealized +26.1%
SFNC SIMMONS 1ST NATL CORP 0.0%
Value ($000) $0 Shares 4,811 Est. Cost $18.94 Unrealized +14.6%
PFF ISHARES TR 0.0%
Value ($000) $0 Shares 3,158 Est. Cost $0.03 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 1,536 Est. Cost $45.51 Unrealized +21.9%
LOW LOWES COS INC 0.0%
Value ($000) $0 Shares 402 Est. Cost $222.03 Unrealized +9.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $0 Shares 294 Est. Cost $283.19 Unrealized +3.4%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $0 Shares 500 Est. Cost $231.32 Unrealized -23.1%
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $0 Shares 8,073 Est. Cost $0.01 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $0 Shares 599 Est. Cost $157.27 Unrealized -8.8%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $0 Shares 561 Est. Cost $165.68 Unrealized -5.2%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $0 Shares 1,048 Est. Cost $58.82 Unrealized +36.8%
IJR ISHARES TR 0.0%
Value ($000) $0 Shares 832 Est. Cost $0.10 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $0 Shares 3,809 Est. Cost $22.54 Unrealized -2.9%
BN BROOKFIELD CORP 0.0%
Value ($000) $0 Shares 1,624 Est. Cost $26.63 Unrealized +41.1%
EDV VANGUARD WORLD FD 0.0%
Value ($000) $0 Shares 1,176 Est. Cost $0.08 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $0 Shares 487 Est. Cost $139.01 Unrealized +8.2%
PAYX PAYCHEX INC 0.0%
Value ($000) $0 Shares 500 Est. Cost $137.31 Unrealized +4.3%
SHEL SHELL PLC 0.0%
Value ($000) $0 Shares 1,063 Est. Cost $0.07 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $0 Shares 1,683 Est. Cost $35.93 Unrealized +10.2%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $0 Shares 303 Est. Cost $173.09 Unrealized +38.3%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 1,490 Est. Cost $0.05 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 145 Est. Cost $0.54 Unrealized
NEXT NEXTDECADE CORP 0.0%
Value ($000) $0 Shares 9,333 Est. Cost $5.31 Unrealized +51.8%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $0 Shares 1,412 Est. Cost $0.05 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $0 Shares 337 Est. Cost $156.66 Unrealized +20.4%
IVE ISHARES TR 0.0%
Value ($000) $0 Shares 369 Est. Cost $0.19 Unrealized
SRE SEMPRA 0.0%
Value ($000) $0 Shares 980 Est. Cost $67.33 Unrealized +12.2%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 2,736 Est. Cost $0.04 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $0 Shares 469 Est. Cost $110.78 Unrealized +13.3%
HOLX HOLOGIC INC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $78.12 Unrealized -15.2%
IVW ISHARES TR 0.0%
Value ($000) $0 Shares 638 Est. Cost $0.09 Unrealized
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 2,112 Est. Cost $0.04 Unrealized
MMM 3M CO 0.0%
Value ($000) $0 Shares 379 Est. Cost $79.29 Unrealized +82.3%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 848 Est. Cost $75.68 Unrealized +27.8%
JTEK J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $0 Shares 760 Est. Cost $0.07 Unrealized
ITA ISHARES TR 0.0%
Value ($000) $0 Shares 331 Est. Cost $0.15 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $0 Shares 710 Est. Cost $55.40 Unrealized +23.9%
SOC SABLE OFFSHORE CORP 0.0%
Value ($000) $0 Shares 1,990 Est. Cost $11.81 Unrealized +116.9%
BP BP PLC 0.0%
Value ($000) $0 Shares 1,475 Est. Cost $0.04 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 623 Est. Cost $0.07 Unrealized
ROL ROLLINS INC 0.0%
Value ($000) $0 Shares 909 Est. Cost $43.06 Unrealized +15.4%
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 794 Est. Cost $0.06 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $0 Shares 438 Est. Cost $78.26 Unrealized +25.8%
HD HOME DEPOT INC 0.0%
Value ($000) $0 Shares 126 Est. Cost $353.64 Unrealized +7.7%
D DOMINION ENERGY INC 0.0%
Value ($000) $0 Shares 819 Est. Cost $42.64 Unrealized +23.7%
SDY SPDR SER TR 0.0%
Value ($000) $0 Shares 332 Est. Cost $0.14 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $0 Shares 710 Est. Cost $48.82 Unrealized +4.5%
SABR SABRE CORP 0.0%
Value ($000) $0 Shares 14,000 Est. Cost $3.67 Unrealized -3.4%
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 517 Est. Cost $0.07 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $0 Shares 125 Est. Cost $258.00 Unrealized -0.8%
VFH VANGUARD WORLD FD 0.0%
Value ($000) $0 Shares 288 Est. Cost $0.12 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $0 Shares 256 Est. Cost $92.02 Unrealized +35.6%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $0 Shares 361 Est. Cost $93.07 Unrealized -5.6%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $0 Shares 515 Est. Cost $55.98 Unrealized +17.5%
DE DEERE & CO 0.0%
Value ($000) $0 Shares 68 Est. Cost $375.90 Unrealized +22.8%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $0 Shares 2,775 Est. Cost $9.39 Unrealized +11.4%
KIE SPDR SER TR 0.0%
Value ($000) $0 Shares 491 Est. Cost $0.05 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $0 Shares 117 Est. Cost $239.79 Unrealized +5.8%
INFL LISTED FD TR 0.0%
Value ($000) $0 Shares 712 Est. Cost $0.04 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $0 Shares 160 Est. Cost $157.89 Unrealized +15.4%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $0 Shares 110 Est. Cost $247.64 Unrealized +1.2%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.62 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $0 Shares 566 Est. Cost $33.15 Unrealized +30.5%
DXJ WISDOMTREE TR 0.0%
Value ($000) $0 Shares 244 Est. Cost $0.11 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $0 Shares 70 Est. Cost $548.46 Unrealized -21.8%
AGG ISHARES TR 0.0%
Value ($000) $0 Shares 254 Est. Cost $0.10 Unrealized
METC RAMACO RES INC 0.0%
Value ($000) $0 Shares 3,030 Est. Cost $17.42 Unrealized -46.1%
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 121 Est. Cost $0.19 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $0 Shares 200 Est. Cost $137.53 Unrealized -15.0%
KO COCA COLA CO 0.0%
Value ($000) $0 Shares 316 Est. Cost $56.70 Unrealized +14.6%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $0 Shares 175 Est. Cost $88.45 Unrealized +25.0%
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $0 Shares 409 Est. Cost $0.06 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $0 Shares 151 Est. Cost $123.29 Unrealized +31.1%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $0 Shares 166 Est. Cost $135.69 Unrealized -4.7%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 224 Est. Cost $0.09 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $0 Shares 351 Est. Cost $0.06 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $0 Shares 810 Est. Cost $24.65 Unrealized +0.2%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $143.89 Unrealized -22.7%
VDE VANGUARD WORLD FD 0.0%
Value ($000) $0 Shares 155 Est. Cost $0.14 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 88 Est. Cost $0.22 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 903 Est. Cost $0.04 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value ($000) $0 Shares 408 Est. Cost $37.97 Unrealized +39.5%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $0 Shares 125 Est. Cost $117.79 Unrealized +9.6%
FELC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 608 Est. Cost $0.03 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $101.25 Unrealized -5.4%
GIS GENERAL MLS INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $60.59 Unrealized -4.3%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $0 Shares 1,138 Est. Cost $15.70 Unrealized -1.1%
BAX BAXTER INTL INC 0.0%
Value ($000) $0 Shares 500 Est. Cost $38.91 Unrealized -17.3%
AVGO BROADCOM INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $182.87 Unrealized +14.7%
MRK MERCK & CO INC 0.0%
Value ($000) $0 Shares 186 Est. Cost $120.10 Unrealized -25.0%
GSK GSK PLC 0.0%
Value ($000) $0 Shares 406 Est. Cost $0.04 Unrealized
ONON ON HLDG AG 0.0%
Value ($000) $0 Shares 300 Est. Cost $52.97 Unrealized -0.8%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $0 Shares 114 Est. Cost $75.25 Unrealized +31.9%
IWS ISHARES TR 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.12 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $0 Shares 357 Est. Cost $16.18 Unrealized +65.1%
IEI ISHARES TR 0.0%
Value ($000) $0 Shares 89 Est. Cost $0.11 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $0 Shares 24 Est. Cost $334.20 Unrealized -11.5%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $0 Shares 94 Est. Cost $60.70 Unrealized +22.7%
SCZ ISHARES TR 0.0%
Value ($000) $0 Shares 124 Est. Cost $0.06 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $0 Shares 45 Est. Cost $109.82 Unrealized +24.7%
EVO EVOTEC AG 0.0%
Value ($000) $0 Shares 2,160 Est. Cost $0.01 Unrealized
STIP ISHARES TR 0.0%
Value ($000) $0 Shares 72 Est. Cost $0.10 Unrealized
GTM ZOOMINFO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 781 Est. Cost $10.49 Unrealized 0.0%
IAG IAMGOLD CORP 0.0%
Value ($000) $0 Shares 1,072 Est. Cost $2.66 Unrealized +121.9%
GLW CORNING INC 0.0%
Value ($000) $0 Shares 146 Est. Cost $46.35 Unrealized +4.8%
LGIH LGI HOMES INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $118.03 Unrealized -31.6%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $0 Shares 88 Est. Cost $84.00 Unrealized -14.8%
SONY SONY GROUP CORP 0.0%
Value ($000) $0 Shares 230 Est. Cost $0.02 Unrealized
AMARIN CORP PLC 0.0%
Value ($000) $0 Shares 12,612 Est. Cost $0.00 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $0 Shares 508 Est. Cost $0.01 Unrealized
HPQ HP INC 0.0%
Value ($000) $0 Shares 194 Est. Cost $30.27 Unrealized +0.3%
BNY MELLON STRATEGIC MUN BD 0.0%
Value ($000) $0 Shares 874 Est. Cost $0.01 Unrealized
DOW DOW INC 0.0%
Value ($000) $0 Shares 166 Est. Cost $35.96 Unrealized 0.0%
KKR KKR & CO INC 0.0%
Value ($000) $0 Shares 35 Est. Cost $145.82 Unrealized -6.1%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.05 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $0 Shares 23 Est. Cost $177.15 Unrealized +10.5%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $655.15 Unrealized -1.0%
FCPT FOUR CORNERS PPTY TR INC 0.0%
Value ($000) $0 Shares 167 Est. Cost $0.03 Unrealized
BPOP POPULAR INC 0.0%
Value ($000) $0 Shares 49 Est. Cost $92.92 Unrealized +2.1%
IMCB ISHARES TR 0.0%
Value ($000) $0 Shares 60 Est. Cost $0.07 Unrealized
GOOGL ALPHABET INC 0.0%
Value ($000) $0 Shares 26 Est. Cost $174.14 Unrealized +3.8%
INTU INTUIT 0.0%
Value ($000) $0 Shares 8 Est. Cost $634.69 Unrealized -5.9%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $0 Shares 26 Est. Cost $165.60 Unrealized +0.8%
USB US BANCORP DEL 0.0%
Value ($000) $0 Shares 90 Est. Cost $46.63 Unrealized -5.2%
SHY ISHARES TR 0.0%
Value ($000) $0 Shares 42 Est. Cost $0.10 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $0 Shares 100 Est. Cost $31.07 Unrealized -0.1%
GBTC GRAYSCALE BITCOIN TR BTC 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.06 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $202.58 Unrealized -4.9%
OEC ORION S.A. 0.0%
Value ($000) $0 Shares 282 Est. Cost $16.89 Unrealized -16.3%
LII LENNOX INTL INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $618.14 Unrealized -3.0%
COHR COHERENT CORP 0.0%
Value ($000) $0 Shares 50 Est. Cost $100.05 Unrealized -17.2%
UUP INVESCO DB US DLR INDEX TR 0.0%
Value ($000) $0 Shares 124 Est. Cost $0.03 Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $0 Shares 26 Est. Cost $172.73 Unrealized -16.9%
MLPX GLOBAL X FDS 0.0%
Value ($000) $0 Shares 34 Est. Cost $0.06 Unrealized
TREX TREX CO INC 0.0%
Value ($000) $0 Shares 49 Est. Cost $89.05 Unrealized -27.0%
LTC LTC PPTYS INC 0.0%
Value ($000) $0 Shares 68 Est. Cost $0.03 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $0 Shares 59 Est. Cost $31.54 Unrealized +31.2%
GEV GE VERNOVA INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $311.89 Unrealized +11.6%
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.01 Unrealized
GLDM WORLD GOLD TR 0.0%
Value ($000) $0 Shares 31 Est. Cost $0.03 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $0 Shares 54 Est. Cost $20.16 Unrealized -5.4%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 44 Est. Cost $0.02 Unrealized
OLN OLIN CORP 0.0%
Value ($000) $0 Shares 46 Est. Cost $42.66 Unrealized -36.2%
MET METLIFE INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $66.02 Unrealized +22.9%
BIP BROOKFIELD INFRAST PARTNERS 0.0%
Value ($000) $0 Shares 63 Est. Cost $0.03 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $0 Shares 10 Est. Cost $0.10 Unrealized
CC CHEMOURS CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $19.29 Unrealized -16.6%
CTVA CORTEVA INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $61.25 Unrealized 0.0%
BBUC BROOKFIELD BUSINESS CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $22.77 Unrealized +11.1%
BBU BROOKFIELD BUSINESS PARTNERS 0.0%
Value ($000) $0 Shares 21 Est. Cost $0.05 Unrealized
NAK NORTHERN DYNASTY MINERALS LT 0.0%
Value ($000) $0 Shares 300 Est. Cost $0.28 Unrealized +164.3%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $0 Shares 7 Est. Cost $84.84 Unrealized +1.2%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $31.89 Unrealized 0.0%
VAL/WS VALARIS LTD 0.0%
Value ($000) $0 Shares 9 Est. Cost $0.11 Unrealized
BA BOEING CO 0.0%
Value ($000) $0 Shares 5 Est. Cost $156.93 Unrealized +10.3%
NOV NOV INC 0.0%
Value ($000) $0 Shares 28 Est. Cost $15.62 Unrealized -4.2%
PBR PETROLEO BRASILEIRO SA PETRO 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.02 Unrealized
METCB RAMACO RES INC 0.0%
Value ($000) $0 Shares 88 Est. Cost $9.01 Unrealized -6.4%
HL HECLA MNG CO 0.0%
Value ($000) $0 Shares 108 Est. Cost $3.95 Unrealized +40.1%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $0 Shares 15 Est. Cost $17.62 Unrealized +10.1%