CONSULTIVA WEALTH MANAGEMENT, CORP. Diversified Active

CIK: 0001845849 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $35,653 (100.0% shares, 0.0% debt)

Holdings (257)

VOO VANGUARD INDEX FDS 10.5%
Value ($000) $3,753 Shares 6,128 Est. Cost $479.00 Unrealized
NVDA NVIDIA CORPORATION 10.4%
Value ($000) $3,704 Shares 19,850 Est. Cost $127.66 Unrealized +36.5%
VYM VANGUARD WHITEHALL FDS 9.4%
Value ($000) $3,344 Shares 23,725 Est. Cost $515.23 Unrealized
VXUS VANGUARD STAR FDS 6.3%
Value ($000) $2,262 Shares 30,794 Est. Cost $60.30 Unrealized
GOOGL ALPHABET INC 5.1%
Value ($000) $1,804 Shares 7,420 Est. Cost $177.58 Unrealized +17.8%
AAPL APPLE INC 3.5%
Value ($000) $1,256 Shares 4,932 Est. Cost $231.74 Unrealized -2.7%
QAI NEW YORK LIFE INVESTMENTS ET 3.1%
Value ($000) $1,119 Shares 33,271 Est. Cost $563.26 Unrealized
VB VANGUARD INDEX FDS 3.1%
Value ($000) $1,107 Shares 4,355 Est. Cost $227.74 Unrealized
URI UNITED RENTALS INC 2.7%
Value ($000) $955 Shares 1,000 Est. Cost $682.18 Unrealized +30.2%
AXP AMERICAN EXPRESS CO 2.2%
Value ($000) $791 Shares 2,382 Est. Cost $292.01 Unrealized +8.4%
JPM JPMORGAN CHASE & CO 1.7%
Value ($000) $623 Shares 1,974 Est. Cost $241.94 Unrealized +22.3%
GE GE AEROSPACE 1.7%
Value ($000) $591 Shares 1,963 Est. Cost $190.58 Unrealized +43.1%
VGT VANGUARD WORLD FD 1.3%
Value ($000) $480 Shares 643 Est. Cost $542.38 Unrealized
AMZN AMAZON COM INC 1.1%
Value ($000) $396 Shares 1,803 Est. Cost $205.62 Unrealized +10.1%
GEV GE VERNOVA INC 1.1%
Value ($000) $390 Shares 635 Est. Cost $340.61 Unrealized +77.8%
QLTA ISHARES TR 1.1%
Value ($000) $388 Shares 7,997 Est. Cost $49.15 Unrealized
BA BOEING CO 1.1%
Value ($000) $374 Shares 1,735 Est. Cost $168.52 Unrealized +33.8%
PLTR PALANTIR TECHNOLOGIES INC 0.9%
Value ($000) $328 Shares 1,800 Est. Cost $87.82 Unrealized +84.6%
GLD SPDR GOLD TR 0.8%
Value ($000) $302 Shares 850 Est. Cost $242.13 Unrealized
MSFT MICROSOFT CORP 0.8%
Value ($000) $286 Shares 552 Est. Cost $417.66 Unrealized +21.8%
WMT WALMART INC 0.7%
Value ($000) $252 Shares 2,444 Est. Cost $85.80 Unrealized +15.7%
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $236 Shares 355 Est. Cost $570.29 Unrealized
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $228 Shares 400 Est. Cost $542.01 Unrealized +5.8%
META META PLATFORMS INC 0.6%
Value ($000) $217 Shares 295 Est. Cost $635.32 Unrealized +17.0%
GOOG ALPHABET INC 0.6%
Value ($000) $214 Shares 880 Est. Cost $179.38 Unrealized +17.0%
MMLG FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $181 Shares 5,000 Est. Cost $27.31 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $178 Shares 440 Est. Cost $397.26 Unrealized -2.0%
RTX RTX CORPORATION 0.5%
Value ($000) $173 Shares 1,032 Est. Cost $123.10 Unrealized +25.3%
ACIO ETF SER SOLUTIONS 0.5%
Value ($000) $173 Shares 3,975 Est. Cost $40.24 Unrealized
DIS DISNEY WALT CO 0.5%
Value ($000) $170 Shares 1,487 Est. Cost $103.56 Unrealized +13.0%
LQD ISHARES TR 0.5%
Value ($000) $166 Shares 1,488 Est. Cost $106.84 Unrealized
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $165 Shares 2,456 Est. Cost $77.71 Unrealized -9.5%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.5%
Value ($000) $163 Shares 1,786 Est. Cost $28.27 Unrealized +126.5%
QQQ INVESCO QQQ TR 0.5%
Value ($000) $162 Shares 270 Est. Cost $500.25 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $160 Shares 173 Est. Cost $922.64 Unrealized +3.7%
VBNK VERSABANK NEW 0.4%
Value ($000) $159 Shares 13,000 Est. Cost $13.85 Unrealized
GM GENERAL MTRS CO 0.4%
Value ($000) $155 Shares 2,538 Est. Cost $51.69 Unrealized +7.5%
TSLA TESLA INC 0.4%
Value ($000) $153 Shares 345 Est. Cost $323.25 Unrealized +7.3%
SDY SPDR SER TR 0.4%
Value ($000) $151 Shares 1,078 Est. Cost $132.10 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $150 Shares 530 Est. Cost $236.35 Unrealized +9.8%
NANR SPDR INDEX SHS FDS 0.4%
Value ($000) $149 Shares 2,313 Est. Cost $54.48 Unrealized
BAC BANK AMERICA CORP 0.4%
Value ($000) $147 Shares 2,850 Est. Cost $43.60 Unrealized +10.9%
DXJ WISDOMTREE TR 0.4%
Value ($000) $147 Shares 1,147 Est. Cost $110.29 Unrealized
ACN ACCENTURE PLC IRELAND 0.4%
Value ($000) $129 Shares 523 Est. Cost $354.74 Unrealized -26.5%
SPHD INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $127 Shares 2,573 Est. Cost $5526.10 Unrealized
MMM 3M CO 0.3%
Value ($000) $124 Shares 800 Est. Cost $144.58 Unrealized +5.9%
DDM PROSHARES TR 0.3%
Value ($000) $123 Shares 1,150 Est. Cost $91.49 Unrealized
BIL SPDR SER TR 0.3%
Value ($000) $118 Shares 1,287 Est. Cost $91.80 Unrealized
IWM ISHARES TR 0.3%
Value ($000) $117 Shares 484 Est. Cost $210.79 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $116 Shares 413 Est. Cost $175.85 Unrealized +44.5%
HII HUNTINGTON INGALLS INDS INC 0.3%
Value ($000) $115 Shares 400 Est. Cost $185.97 Unrealized +42.2%
UI UBIQUITI INC 0.3%
Value ($000) $114 Shares 172 Est. Cost $301.07 Unrealized +65.8%
FALN ISHARES TR 0.3%
Value ($000) $110 Shares 3,951 Est. Cost $24.80 Unrealized
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $105 Shares 1,353 Est. Cost $33.84 Unrealized -8.0%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $105 Shares 650 Est. Cost $118.74 Unrealized +35.9%
XLF SELECT SECTOR SPDR TR 0.3%
Value ($000) $102 Shares 1,900 Est. Cost $49.81 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $102 Shares 85 Est. Cost $82.31 Unrealized +48.3%
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $101 Shares 1,684 Est. Cost $49.42 Unrealized
PPG PPG INDS INC 0.3%
Value ($000) $100 Shares 950 Est. Cost $112.61 Unrealized -2.3%
FTSL FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $100 Shares 2,173 Est. Cost $45.73 Unrealized
ARKK ARK ETF TR 0.3%
Value ($000) $98 Shares 1,140 Est. Cost $31413.27 Unrealized
TIP ISHARES TR 0.3%
Value ($000) $95 Shares 853 Est. Cost $106.55 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $94 Shares 8,093 Est. Cost $10.95 Unrealized
UBER UBER TECHNOLOGIES INC 0.3%
Value ($000) $93 Shares 950 Est. Cost $72.04 Unrealized +29.8%
VCSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $92 Shares 1,150 Est. Cost $78.01 Unrealized
RBLX ROBLOX CORP 0.3%
Value ($000) $90 Shares 650 Est. Cost $62.86 Unrealized +97.7%
ITA ISHARES TR 0.2%
Value ($000) $89 Shares 425 Est. Cost $156.40 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $87 Shares 174 Est. Cost $478.43 Unrealized +1.2%
MCD MCDONALDS CORP 0.2%
Value ($000) $87 Shares 287 Est. Cost $290.22 Unrealized +3.9%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $84 Shares 546 Est. Cost $165.24 Unrealized -6.3%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $83 Shares 241 Est. Cost $515.97 Unrealized -42.1%
CRM SALESFORCE INC 0.2%
Value ($000) $83 Shares 351 Est. Cost $316.76 Unrealized -20.6%
MLM MARTIN MARIETTA MATLS INC 0.2%
Value ($000) $82 Shares 130 Est. Cost $563.61 Unrealized +5.5%
ACWI ISHARES TR 0.2%
Value ($000) $78 Shares 565 Est. Cost $118.01 Unrealized
IYF ISHARES TR 0.2%
Value ($000) $78 Shares 615 Est. Cost $112.85 Unrealized
DOW DOW INC 0.2%
Value ($000) $75 Shares 3,261 Est. Cost $38.98 Unrealized -37.6%
CTVA CORTEVA INC 0.2%
Value ($000) $74 Shares 1,099 Est. Cost $58.42 Unrealized +23.5%
HSY HERSHEY CO 0.2%
Value ($000) $74 Shares 394 Est. Cost $159.26 Unrealized +12.8%
HOOD ROBINHOOD MKTS INC 0.2%
Value ($000) $72 Shares 500 Est. Cost $47.54 Unrealized +129.4%
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $70 Shares 832 Est. Cost $80.27 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $70 Shares 390 Est. Cost $103.03 Unrealized
KNSL KINSALE CAP GROUP INC 0.2%
Value ($000) $68 Shares 160 Est. Cost $448.22 Unrealized +1.1%
VYMI VANGUARD WHITEHALL FDS 0.2%
Value ($000) $67 Shares 787 Est. Cost $61.89 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.2%
Value ($000) $64 Shares 855 Est. Cost $85.66 Unrealized -13.0%
ABBV ABBVIE INC 0.2%
Value ($000) $63 Shares 272 Est. Cost $177.41 Unrealized +13.8%
NOK NOKIA CORP 0.2%
Value ($000) $63 Shares 13,089 Est. Cost $5.27 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $61 Shares 850 Est. Cost $64.52 Unrealized
NUE NUCOR CORP 0.2%
Value ($000) $61 Shares 449 Est. Cost $130.44 Unrealized +7.7%
BK BANK NEW YORK MELLON CORP 0.2%
Value ($000) $60 Shares 549 Est. Cost $75.52 Unrealized +34.2%
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $59 Shares 1,500 Est. Cost $54.38 Unrealized -17.2%
EFA ISHARES TR 0.2%
Value ($000) $58 Shares 625 Est. Cost $77.56 Unrealized
LIN LINDE PLC 0.2%
Value ($000) $57 Shares 120 Est. Cost $448.71 Unrealized +4.9%
WDC WESTERN DIGITAL CORP 0.1%
Value ($000) $53 Shares 440 Est. Cost $47.25 Unrealized +72.7%
FTXL FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $50 Shares 450 Est. Cost $79.58 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $50 Shares 368 Est. Cost $200.04 Unrealized -21.3%
ECL ECOLAB INC 0.1%
Value ($000) $49 Shares 178 Est. Cost $245.53 Unrealized +10.1%
WAB WABTEC 0.1%
Value ($000) $48 Shares 239 Est. Cost $190.90 Unrealized +3.2%
DE DEERE & CO 0.1%
Value ($000) $46 Shares 100 Est. Cost $461.52 Unrealized +6.1%
GUNR FLEXSHARES TR 0.1%
Value ($000) $44 Shares 1,000 Est. Cost $36.36 Unrealized
ARKX ARK ETF TR 0.1%
Value ($000) $43 Shares 1,500 Est. Cost $21.34 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $42 Shares 120 Est. Cost $489.60 Unrealized -26.7%
MO ALTRIA GROUP INC 0.1%
Value ($000) $40 Shares 600 Est. Cost $51.03 Unrealized +20.4%
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $39 Shares 420 Est. Cost $89.64 Unrealized
CP CANADIAN PACIFIC KANSAS 0.1%
Value ($000) $39 Shares 520 Est. Cost $76.44 Unrealized -0.3%
C CITIGROUP INC 0.1%
Value ($000) $38 Shares 379 Est. Cost $65.38 Unrealized +44.0%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $38 Shares 246 Est. Cost $149.12 Unrealized +2.1%
SBUX STARBUCKS CORP 0.1%
Value ($000) $38 Shares 444 Est. Cost $93.94 Unrealized -5.7%
V VISA INC 0.1%
Value ($000) $38 Shares 110 Est. Cost $298.33 Unrealized +15.7%
IHI ISHARES TR 0.1%
Value ($000) $36 Shares 600 Est. Cost $60.19 Unrealized
LOGI LOGITECH INTL S A 0.1%
Value ($000) $35 Shares 320 Est. Cost $81.72 Unrealized +21.4%
KO COCA COLA CO 0.1%
Value ($000) $34 Shares 514 Est. Cost $63.09 Unrealized +7.7%
AA ALCOA CORP 0.1%
Value ($000) $33 Shares 1,000 Est. Cost $34.60 Unrealized -10.5%
HPE HEWLETT PACKARD ENTERPRISE C 0.1%
Value ($000) $32 Shares 1,321 Est. Cost $20.44 Unrealized +7.0%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $32 Shares 203 Est. Cost $114.81 Unrealized +33.8%
AGG ISHARES TR 0.1%
Value ($000) $32 Shares 317 Est. Cost $96.90 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value ($000) $32 Shares 103 Est. Cost $269.70 Unrealized
EMN EASTMAN CHEM CO 0.1%
Value ($000) $32 Shares 500 Est. Cost $90.41 Unrealized -24.6%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $31 Shares 1,200 Est. Cost $28.34 Unrealized -6.6%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $31 Shares 523 Est. Cost $70.39 Unrealized -3.9%
SOLV SOLVENTUM CORP 0.1%
Value ($000) $31 Shares 425 Est. Cost $74.47 Unrealized -1.6%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $31 Shares 159 Est. Cost $198.35 Unrealized +3.1%
GDX VANECK ETF TRUST 0.1%
Value ($000) $31 Shares 400 Est. Cost $45.97 Unrealized
DKS DICKS SPORTING GOODS INC 0.1%
Value ($000) $30 Shares 137 Est. Cost $204.10 Unrealized +5.6%
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $30 Shares 650 Est. Cost $44.59 Unrealized
BEN FRANKLIN RESOURCES INC 0.1%
Value ($000) $30 Shares 1,299 Est. Cost $20.50 Unrealized +17.3%
ZTS ZOETIS INC 0.1%
Value ($000) $29 Shares 200 Est. Cost $164.52 Unrealized -8.5%
IBB ISHARES TR 0.1%
Value ($000) $29 Shares 200 Est. Cost $132.21 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $28 Shares 219 Est. Cost $137.31 Unrealized -0.1%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $28 Shares 164 Est. Cost $156.24 Unrealized +13.8%
HPQ HP INC 0.1%
Value ($000) $27 Shares 1,000 Est. Cost $30.36 Unrealized -13.9%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $27 Shares 300 Est. Cost $93.45 Unrealized
XSD SPDR SER TR 0.1%
Value ($000) $26 Shares 83 Est. Cost $200.76 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $26 Shares 114 Est. Cost $222.56 Unrealized +0.2%
CI THE CIGNA GROUP 0.1%
Value ($000) $26 Shares 90 Est. Cost $311.40 Unrealized -5.8%
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $26 Shares 320 Est. Cost $58.22 Unrealized +28.9%
PDBC INVESCO ACTVELY MNGD ETC FD 0.1%
Value ($000) $25 Shares 1,880 Est. Cost $13.39 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $25 Shares 133 Est. Cost $225.20 Unrealized -18.3%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $25 Shares 73 Est. Cost $281.95 Unrealized +11.3%
TTD THE TRADE DESK INC 0.1%
Value ($000) $25 Shares 500 Est. Cost $90.47 Unrealized -29.9%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $24 Shares 50 Est. Cost $547.53 Unrealized -15.1%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $24 Shares 265 Est. Cost $90.04 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $24 Shares 301 Est. Cost $87.83 Unrealized -3.6%
PAVE GLOBAL X FDS 0.1%
Value ($000) $24 Shares 500 Est. Cost $37.73 Unrealized
RY ROYAL BK CDA 0.1%
Value ($000) $24 Shares 160 Est. Cost $117.75 Unrealized +17.1%
HYG ISHARES TR 0.1%
Value ($000) $23 Shares 287 Est. Cost $78.65 Unrealized
EATON VANCE SR INCOME TR 0.1%
Value ($000) $23 Shares 4,238 Est. Cost $5.84 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $23 Shares 180 Est. Cost $97.31 Unrealized
VRT VERTIV HOLDINGS CO 0.1%
Value ($000) $23 Shares 150 Est. Cost $106.29 Unrealized +25.4%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $23 Shares 200 Est. Cost $112.36 Unrealized -2.4%
AAL AMERICAN AIRLS GROUP INC 0.1%
Value ($000) $23 Shares 2,003 Est. Cost $15.06 Unrealized -18.2%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $22 Shares 40 Est. Cost $834.60 Unrealized -32.4%
IWF ISHARES TR 0.1%
Value ($000) $22 Shares 48 Est. Cost $361.08 Unrealized
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $22 Shares 245 Est. Cost $97.26 Unrealized -7.3%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $22 Shares 198 Est. Cost $87.00 Unrealized +29.1%
INVESCO SR INCOME TR 0.1%
Value ($000) $22 Shares 6,338 Est. Cost $3.75 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $22 Shares 688 Est. Cost $39.99 Unrealized -17.1%
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $21 Shares 150 Est. Cost $104.22 Unrealized +23.9%
XSHD INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $21 Shares 1,545 Est. Cost $22006.47 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $20 Shares 299 Est. Cost $55.37 Unrealized +21.7%
POST POST HLDGS INC 0.1%
Value ($000) $20 Shares 190 Est. Cost $113.94 Unrealized -5.9%
GII SPDR INDEX SHS FDS 0.1%
Value ($000) $20 Shares 290 Est. Cost $67.33 Unrealized
XBI SPDR SER TR 0.1%
Value ($000) $20 Shares 200 Est. Cost $81.10 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $20 Shares 206 Est. Cost $88.40 Unrealized
NKE NIKE INC 0.1%
Value ($000) $20 Shares 281 Est. Cost $72.52 Unrealized +1.8%
EVRG EVERGY INC 0.1%
Value ($000) $19 Shares 250 Est. Cost $70.25 Unrealized 0.0%
ANGL VANECK ETF TRUST 0.1%
Value ($000) $19 Shares 634 Est. Cost $1354799.10 Unrealized
DVYE ISHARES TR 0.1%
Value ($000) $19 Shares 630 Est. Cost $3471.56 Unrealized
FEZ SPDR INDEX SHS FDS 0.1%
Value ($000) $18 Shares 297 Est. Cost $54.41 Unrealized
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $18 Shares 195 Est. Cost $99.37 Unrealized -3.4%
SHYG ISHARES TR 0.1%
Value ($000) $18 Shares 420 Est. Cost $42.73 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $18 Shares 127 Est. Cost $131.28 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $18 Shares 215 Est. Cost $122.34 Unrealized -28.0%
CAT CATERPILLAR INC 0.0%
Value ($000) $18 Shares 37 Est. Cost $351.95 Unrealized +20.9%
BNS BANK NOVA SCOTIA 0.0%
Value ($000) $17 Shares 270 Est. Cost $51.65 Unrealized +14.1%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $17 Shares 207 Est. Cost $66.67 Unrealized +20.7%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $17 Shares 366 Est. Cost $47.84 Unrealized -6.5%
RWR SPDR SER TR 0.0%
Value ($000) $17 Shares 172 Est. Cost $98.85 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $17 Shares 695 Est. Cost $25.59 Unrealized -14.5%
ALL ALLSTATE CORP 0.0%
Value ($000) $17 Shares 79 Est. Cost $189.83 Unrealized +5.5%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $17 Shares 50 Est. Cost $242.13 Unrealized +40.0%
PEP PEPSICO INC 0.0%
Value ($000) $17 Shares 120 Est. Cost $156.55 Unrealized -10.3%
INTC INTEL CORP 0.0%
Value ($000) $17 Shares 500 Est. Cost $21.88 Unrealized +10.7%
CVS CVS HEALTH CORP 0.0%
Value ($000) $17 Shares 222 Est. Cost $53.65 Unrealized +26.4%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $17 Shares 28 Est. Cost $533.46 Unrealized
SNDK SANDISK CORP 0.0%
Value ($000) $16 Shares 146 Est. Cost $49.67 Unrealized +17.6%
ETN EATON CORP PLC 0.0%
Value ($000) $16 Shares 42 Est. Cost $347.11 Unrealized +4.7%
TQQQ PROSHARES TR 0.0%
Value ($000) $16 Shares 150 Est. Cost $83.00 Unrealized
TNA DIREXION SHS ETF TR 0.0%
Value ($000) $14 Shares 300 Est. Cost $45.24 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $13 Shares 55 Est. Cost $197.45 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $13 Shares 500 Est. Cost $35.49 Unrealized -21.4%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $13 Shares 42 Est. Cost $248.46 Unrealized +11.1%
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $13 Shares 450 Est. Cost $23.04 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $12 Shares 84 Est. Cost $117.72 Unrealized +12.4%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $12 Shares 121 Est. Cost $73.82 Unrealized +28.1%
HEFA ISHARES TR 0.0%
Value ($000) $11 Shares 286 Est. Cost $36.29 Unrealized
EWJ ISHARES INC 0.0%
Value ($000) $11 Shares 138 Est. Cost $68.56 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $11 Shares 55 Est. Cost $243.95 Unrealized -18.7%
MAS MASCO CORP 0.0%
Value ($000) $11 Shares 152 Est. Cost $78.41 Unrealized -10.8%
LOW LOWES COS INC 0.0%
Value ($000) $11 Shares 42 Est. Cost $261.54 Unrealized -6.6%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $10 Shares 168 Est. Cost $63.61 Unrealized -0.3%
SABA CAPITAL INCOME & OPRNT 0.0%
Value ($000) $10 Shares 1,350 Est. Cost $7.76 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $10 Shares 106 Est. Cost $83.84 Unrealized +8.9%
IYR ISHARES TR 0.0%
Value ($000) $10 Shares 101 Est. Cost $95.74 Unrealized
FVRR FIVERR INTL LTD 0.0%
Value ($000) $10 Shares 400 Est. Cost $29.08 Unrealized -15.7%
FDX FEDEX CORP 0.0%
Value ($000) $10 Shares 41 Est. Cost $271.73 Unrealized -16.0%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $94.43 Unrealized +1.8%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $9 Shares 116 Est. Cost $73.49 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $9 Shares 163 Est. Cost $44.04 Unrealized
RCI ROGERS COMMUNICATIONS INC 0.0%
Value ($000) $9 Shares 255 Est. Cost $28.24 Unrealized +21.9%
TILRAY BRANDS INC 0.0%
Value ($000) $9 Shares 5,000 Est. Cost $0.66 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $9 Shares 90 Est. Cost $127.12 Unrealized
IEUR ISHARES TR 0.0%
Value ($000) $8 Shares 124 Est. Cost $60.15 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $8 Shares 60 Est. Cost $146.00 Unrealized
NBR NABORS INDUSTRIES LTD 0.0%
Value ($000) $8 Shares 200 Est. Cost $50.92 Unrealized -30.1%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $8 Shares 100 Est. Cost $81.67 Unrealized
CPAY CORPAY INC 0.0%
Value ($000) $8 Shares 27 Est. Cost $351.49 Unrealized -9.3%
UUP INVESCO DB US DLR INDEX TR 0.0%
Value ($000) $7 Shares 266 Est. Cost $28.54 Unrealized
BRBR BELLRING BRANDS INC 0.0%
Value ($000) $7 Shares 189 Est. Cost $71.05 Unrealized -36.4%
DFE WISDOMTREE TR 0.0%
Value ($000) $7 Shares 97 Est. Cost $60.96 Unrealized
FISV FISERV INC 0.0%
Value ($000) $7 Shares 51 Est. Cost $204.14 Unrealized -29.8%
KBE SPDR SER TR 0.0%
Value ($000) $6 Shares 108 Est. Cost $52.95 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $6 Shares 57 Est. Cost $123.33 Unrealized -4.4%
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $6 Shares 120 Est. Cost $50.64 Unrealized
BCE BCE INC 0.0%
Value ($000) $6 Shares 260 Est. Cost $26.15 Unrealized -10.1%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $6 Shares 61 Est. Cost $106.02 Unrealized -7.0%
NEAR ISHARES U S ETF TR 0.0%
Value ($000) $6 Shares 115 Est. Cost $50.95 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $6 Shares 61 Est. Cost $108.41 Unrealized
NLR VANECK ETF TRUST 0.0%
Value ($000) $6 Shares 42 Est. Cost $135.64 Unrealized
AQN ALGONQUIN PWR UTILS CORP 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $4.61 Unrealized +24.7%
FOXA FOX CORP 0.0%
Value ($000) $5 Shares 84 Est. Cost $44.61 Unrealized +29.3%
PFE PFIZER INC 0.0%
Value ($000) $5 Shares 201 Est. Cost $24.91 Unrealized -3.1%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $5 Shares 10 Est. Cost $448.29 Unrealized -0.0%
DBX DROPBOX INC 0.0%
Value ($000) $5 Shares 150 Est. Cost $27.61 Unrealized +3.6%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $4 Shares 140 Est. Cost $31.07 Unrealized +4.4%
WIX WIX COM LTD 0.0%
Value ($000) $4 Shares 25 Est. Cost $191.11 Unrealized -21.3%
BP BP PLC 0.0%
Value ($000) $4 Shares 123 Est. Cost $29.55 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $4 Shares 34 Est. Cost $108.79 Unrealized +10.1%
GIS GENERAL MLS INC 0.0%
Value ($000) $4 Shares 80 Est. Cost $64.08 Unrealized -22.8%
BIIB BIOGEN INC 0.0%
Value ($000) $4 Shares 25 Est. Cost $168.67 Unrealized -19.9%
CC CHEMOURS CO 0.0%
Value ($000) $3 Shares 218 Est. Cost $18.61 Unrealized -22.8%
BITO PROSHARES TR 0.0%
Value ($000) $3 Shares 175 Est. Cost $22.78 Unrealized
IMVP INVESCO INDIA EXCHANGE-TRADE 0.0%
Value ($000) $3 Shares 115 Est. Cost $25.01 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $3 Shares 90 Est. Cost $37.48 Unrealized -8.3%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $77.36 Unrealized +14.4%
BAX BAXTER INTL INC 0.0%
Value ($000) $3 Shares 116 Est. Cost $32.95 Unrealized -23.4%
COMT ISHARES TR 0.0%
Value ($000) $2 Shares 77 Est. Cost $38961.04 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $2 Shares 18 Est. Cost $105.96 Unrealized -0.7%
BFH BREAD FINANCIAL HOLDINGS INC 0.0%
Value ($000) $2 Shares 27 Est. Cost $55.63 Unrealized +10.4%
TMUS T-MOBILE US INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $223.42 Unrealized +7.6%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $1 Shares 45 Est. Cost $27.67 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $1 Shares 20 Est. Cost $58.33 Unrealized -2.6%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $1 Shares 54 Est. Cost $9.29 Unrealized +46.6%
FMC FMC CORP 0.0%
Value ($000) $1 Shares 31 Est. Cost $54.84 Unrealized -30.5%
WFRD WEATHERFORD INTL PLC 0.0%
Value ($000) $0 Shares 6 Est. Cost $63.41 Unrealized -6.3%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 25 Est. Cost $15.11 Unrealized -35.3%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 24 Est. Cost $11.63 Unrealized -17.8%
CHPT CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $11.45 Unrealized 0.0%