SITTNER & NELSON, LLC Diversified Active

CIK: 0001846138 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 10, 2024

Total Value ($000): $198,503 (100.0% shares, 0.0% debt)

Holdings (499)

AAPL APPLE INC COM 14.7%
Value ($000) $29,166 Shares 170,084 Est. Cost $128.22 Unrealized +40.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 13.0%
Value ($000) $25,838 Shares 61,442 Est. Cost $222.75 Unrealized +76.6%
MSFT MICROSOFT CORP COM 4.5%
Value ($000) $8,919 Shares 21,200 Est. Cost $222.96 Unrealized +79.1%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 2.6%
Value ($000) $5,076 Shares 8 Est. Cost $330761.80 Unrealized +79.6%
SYK STRYKER CORP COMMON 2.1%
Value ($000) $4,145 Shares 11,583 Est. Cost $216.11 Unrealized +52.9%
CVX CHEVRON CORP NEW COM 2.1%
Value ($000) $4,100 Shares 25,990 Est. Cost $65.32 Unrealized +112.8%
NVDA NVIDIA CORP COM 2.0%
Value ($000) $4,002 Shares 4,429 Est. Cost $18.70 Unrealized +287.4%
CGDV CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT 2.0%
Value ($000) $3,923 Shares 120,721 Est. Cost $24.59 Unrealized
SBUX STARBUCKS CORP COM 1.9%
Value ($000) $3,840 Shares 42,020 Est. Cost $85.02 Unrealized +4.2%
GOOG ALPHABET INC CAP STK CL C 1.8%
Value ($000) $3,664 Shares 24,062 Est. Cost $109.42 Unrealized +30.9%
COST COSTCO WHOLESALE CORP NEW COM 1.6%
Value ($000) $3,256 Shares 4,444 Est. Cost $367.84 Unrealized +92.1%
AMZN AMAZON COM INC COM 1.6%
Value ($000) $3,105 Shares 17,211 Est. Cost $122.42 Unrealized +36.4%
GOOGL ALPHABET INC CL A 1.5%
Value ($000) $3,041 Shares 20,147 Est. Cost $109.25 Unrealized +30.0%
JPM JPMORGAN CHASE & CO COM 1.5%
Value ($000) $2,968 Shares 14,817 Est. Cost $105.42 Unrealized +64.7%
SPY SPDR S&P 500 ETF TR TR UNIT 1.5%
Value ($000) $2,898 Shares 5,540 Est. Cost $375.07 Unrealized
GBX GREENBRIER COS INC COM 1.4%
Value ($000) $2,754 Shares 52,862 Est. Cost $28.79 Unrealized +58.8%
FAST FASTENAL CO COM 1.4%
Value ($000) $2,754 Shares 35,696 Est. Cost $20.74 Unrealized +63.9%
NKE NIKE INC CL B 1.4%
Value ($000) $2,689 Shares 28,614 Est. Cost $119.31 Unrealized -18.0%
AVAV AEROVIRONMENT INC COM 1.3%
Value ($000) $2,628 Shares 17,143 Est. Cost $80.13 Unrealized +66.7%
EW EDWARDS LIFESCIENCES CORP COM 1.2%
Value ($000) $2,352 Shares 24,615 Est. Cost $84.21 Unrealized -0.2%
WY WEYERHAEUSER CO COM 1.2%
Value ($000) $2,337 Shares 65,070 Est. Cost $24.92 Unrealized +28.1%
JNJ JOHNSON & JOHNSON COM 1.2%
Value ($000) $2,287 Shares 14,457 Est. Cost $132.08 Unrealized +13.8%
AMGN AMGEN INC COM 1.1%
Value ($000) $2,099 Shares 7,383 Est. Cost $198.44 Unrealized +39.1%
TKR TIMKEN CO COM 1.0%
Value ($000) $1,906 Shares 21,795 Est. Cost $68.06 Unrealized +21.2%
LIN LINDE PLC NEW SHS ISIN#IE000S9YS762 0.9%
Value ($000) $1,875 Shares 4,038 Est. Cost $322.30 Unrealized +31.0%
PFE PFIZER INC COM 0.9%
Value ($000) $1,781 Shares 64,172 Est. Cost $32.22 Unrealized -23.5%
PG PROCTER & GAMBLE CO COM 0.8%
Value ($000) $1,673 Shares 10,312 Est. Cost $124.51 Unrealized +20.4%
XOM EXXON MOBIL CORP COM 0.8%
Value ($000) $1,661 Shares 14,287 Est. Cost $32.74 Unrealized +199.6%
EMR EMERSON ELEC CO COM 0.8%
Value ($000) $1,549 Shares 13,658 Est. Cost $68.61 Unrealized +44.8%
INTC INTEL CORP COM 0.7%
Value ($000) $1,420 Shares 32,151 Est. Cost $42.85 Unrealized +2.8%
TRMB TRIMBLE INC COM 0.7%
Value ($000) $1,380 Shares 21,445 Est. Cost $58.48 Unrealized -2.6%
DIS DISNEY WALT CO DISNEY COM 0.7%
Value ($000) $1,318 Shares 10,775 Est. Cost $131.96 Unrealized -22.4%
IVOO VANGUARD ADMIRAL FDS INC S&P MIDCAP 400 INDEX FD ETF SHS 0.6%
Value ($000) $1,138 Shares 11,050 Est. Cost $116.88 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQUITY ETF SHS CREATION UNIT 0.6%
Value ($000) $1,113 Shares 43,159 Est. Cost $21.57 Unrealized
MTUS METALLUS INC COM 0.5%
Value ($000) $1,073 Shares 48,220 Est. Cost $4.52 Unrealized +361.0%
META META PLATFORMS INC CL A 0.5%
Value ($000) $1,040 Shares 2,141 Est. Cost $256.48 Unrealized +72.8%
CAT CATERPILLAR INS COM 0.5%
Value ($000) $1,021 Shares 2,785 Est. Cost $189.32 Unrealized +64.3%
USB US BANCORP DEL COM NEW 0.5%
Value ($000) $1,003 Shares 22,442 Est. Cost $37.68 Unrealized +2.6%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS NEW 0.5%
Value ($000) $1,001 Shares 2,082 Est. Cost $378.79 Unrealized
WFC WELLS FARGO & CO NEW COM 0.5%
Value ($000) $977 Shares 16,851 Est. Cost $29.41 Unrealized +70.4%
CGUS CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT 0.4%
Value ($000) $890 Shares 28,565 Est. Cost $24.82 Unrealized
TSLA TESLA INC COM 0.4%
Value ($000) $876 Shares 4,985 Est. Cost $235.16 Unrealized -16.9%
NVS NOVARTIS AG SPONSORED ADR 0.4%
Value ($000) $875 Shares 9,045 Est. Cost $90.43 Unrealized
ILMN ILLUMINA INC COM 0.4%
Value ($000) $864 Shares 6,291 Est. Cost $305.60 Unrealized -56.1%
HD HOME DEPOT INC COM 0.4%
Value ($000) $855 Shares 2,229 Est. Cost $250.07 Unrealized +39.4%
QQQ INVESCO QQQ TR UNIT SER 1 0.4%
Value ($000) $848 Shares 1,910 Est. Cost $314.37 Unrealized
MRK MERCK & CO INC NEW COM 0.4%
Value ($000) $804 Shares 6,092 Est. Cost $68.59 Unrealized +68.8%
COLB COLUMBIA BKG SYS INC COM 0.4%
Value ($000) $790 Shares 40,825 Est. Cost $25.03 Unrealized -26.6%
LLY LILLY ELI & CO COM 0.4%
Value ($000) $780 Shares 1,003 Est. Cost $227.38 Unrealized +209.0%
BA BOEING CO COM 0.4%
Value ($000) $750 Shares 3,886 Est. Cost $194.48 Unrealized +5.7%
AZN ASTRAZENECA PLC SPONSORED ADR ISIN#US0463531089 0.4%
Value ($000) $744 Shares 10,975 Est. Cost $51.07 Unrealized
SHOCKWAVE MED INC COM 0.4%
Value ($000) $697 Shares 2,139 Est. Cost $110.21 Unrealized
DFNL DAVIS FUNDAMENTAL ETF TR SELECT FINL ETF 0.3%
Value ($000) $674 Shares 20,233 Est. Cost $25.92 Unrealized
MDT MEDTRONIC PLC SHS ISIN#IE00BTN1Y115 0.3%
Value ($000) $656 Shares 7,531 Est. Cost $93.61 Unrealized -13.8%
NVO NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR SAME CUSIP 0.3%
Value ($000) $650 Shares 5,060 Est. Cost $89.35 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.3%
Value ($000) $617 Shares 11,372 Est. Cost $52.64 Unrealized -12.3%
KO COCA COLA CO COM 0.3%
Value ($000) $602 Shares 9,834 Est. Cost $48.16 Unrealized +17.7%
A AGILENT TECHNOLOGIES INC COM 0.3%
Value ($000) $593 Shares 4,073 Est. Cost $110.25 Unrealized +22.6%
BAC BANK AMER CORP COM 0.3%
Value ($000) $591 Shares 15,586 Est. Cost $26.64 Unrealized +23.1%
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF SHS CREATION UNIT 0.3%
Value ($000) $548 Shares 19,043 Est. Cost $25.01 Unrealized
TCHP T ROWE PRICE EXCHANGE-TRADED FDS INC BLUE CHIP GROWTH ETF 0.3%
Value ($000) $548 Shares 15,510 Est. Cost $23.12 Unrealized
SHW SHERWIN-WILLIAMS CO COM 0.3%
Value ($000) $526 Shares 1,515 Est. Cost $250.30 Unrealized +25.2%
PPG PPG INDS INC COM 0.3%
Value ($000) $519 Shares 3,581 Est. Cost $125.98 Unrealized +7.9%
CGGR CAPITAL GROUP GROWTH ETF SHS CREATION UNIT 0.3%
Value ($000) $519 Shares 16,210 Est. Cost $24.56 Unrealized
GILD GILEAD SCIENCES INC COM 0.3%
Value ($000) $501 Shares 6,842 Est. Cost $55.49 Unrealized +29.8%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $492 Shares 1,744 Est. Cost $199.47 Unrealized +39.4%
VDE VANGUARD WORLD FDS VANGUARD ENERGY ETF 0.2%
Value ($000) $491 Shares 3,730 Est. Cost $57.41 Unrealized
GLD SPDR GOLD TR GOLD SHS 0.2%
Value ($000) $488 Shares 2,370 Est. Cost $174.97 Unrealized
WINN HARBOR ETF TR HARBOR LONG-TERM GROWERS ETF 0.2%
Value ($000) $470 Shares 20,030 Est. Cost $16.21 Unrealized
MINT PIMCO ETF TR ENHANCED SHORT MAT ACTIVE ETF 0.2%
Value ($000) $461 Shares 4,585 Est. Cost $100.33 Unrealized
SNOW SNOWFLAKE INC CL A 0.2%
Value ($000) $460 Shares 2,844 Est. Cost $261.30 Unrealized -25.8%
AXTA AXALTA COATING SYSTEMS LTD SHS ISIN#BMG0750C1082 0.2%
Value ($000) $454 Shares 13,200 Est. Cost $27.24 Unrealized +19.9%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $454 Shares 10,812 Est. Cost $40.21 Unrealized -10.7%
WMT WALMART INC COM 0.2%
Value ($000) $416 Shares 6,917 Est. Cost $52.37 Unrealized +7.0%
SHEL SHELL PLC SPONSORED ADR REPSTG ORD SH ISIN#US7802593050 0.2%
Value ($000) $414 Shares 6,180 Est. Cost $54.92 Unrealized
MMM 3M CO COM 0.2%
Value ($000) $406 Shares 3,824 Est. Cost $103.91 Unrealized -23.7%
LASR NLIGHT INC COM 0.2%
Value ($000) $391 Shares 30,089 Est. Cost $27.17 Unrealized -51.7%
ISRG INTUITIVE SURGICAL INC COM NEW 0.2%
Value ($000) $383 Shares 959 Est. Cost $294.23 Unrealized +28.4%
CSCO CISCO SYS INC COM 0.2%
Value ($000) $382 Shares 7,644 Est. Cost $40.67 Unrealized +16.1%
PEP PEPSICO INC COM 0.2%
Value ($000) $380 Shares 2,173 Est. Cost $132.19 Unrealized +19.0%
T AT&T INC COM 0.2%
Value ($000) $365 Shares 20,724 Est. Cost $15.31 Unrealized +2.0%
TCBK TRICO BANCSHARES COM 0.2%
Value ($000) $364 Shares 9,889 Est. Cost $31.57 Unrealized +15.3%
CSX CSX CORP COM 0.2%
Value ($000) $351 Shares 9,477 Est. Cost $29.97 Unrealized +18.4%
ABBV ABBVIE INC COM 0.2%
Value ($000) $351 Shares 1,926 Est. Cost $104.57 Unrealized +54.9%
V VISA INC COM CL A 0.2%
Value ($000) $349 Shares 1,250 Est. Cost $199.21 Unrealized +36.7%
UNP UNION PAC CORP COM 0.2%
Value ($000) $344 Shares 1,399 Est. Cost $180.43 Unrealized +30.6%
RTX RTX CORP COM 0.2%
Value ($000) $340 Shares 3,490 Est. Cost $68.28 Unrealized +27.2%
IBM INTERNATIONAL BUSINESS MACHS CORP COM 0.2%
Value ($000) $334 Shares 1,748 Est. Cost $113.47 Unrealized +52.1%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $324 Shares 655 Est. Cost $337.61 Unrealized +44.8%
LAM RESH CORP COM 0.2%
Value ($000) $319 Shares 328 Est. Cost $478.39 Unrealized
GSK GSK PLC SPONSORED ADR NEW 0.2%
Value ($000) $315 Shares 7,353 Est. Cost $32.16 Unrealized
MU MICRON TECHNOLOGY INC COM 0.2%
Value ($000) $308 Shares 2,611 Est. Cost $59.35 Unrealized +51.4%
SO SOUTHERN CO COM 0.2%
Value ($000) $305 Shares 4,246 Est. Cost $57.29 Unrealized +13.0%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $301 Shares 1,320 Est. Cost $115.66 Unrealized +75.4%
EPD ENTERPRISE PRODS PARTNERS L P COM UNIT 0.1%
Value ($000) $289 Shares 9,904 Est. Cost $19.83 Unrealized
FELV FIDELITY COVINGTON TR ENHANCED LARGE CAP VALUE ETF 0.1%
Value ($000) $280 Shares 9,595 Est. Cost $26.85 Unrealized
UPS UNITED PARCEL SVC INC CL B 0.1%
Value ($000) $277 Shares 1,866 Est. Cost $152.27 Unrealized -10.4%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $275 Shares 1,521 Est. Cost $105.75 Unrealized +65.3%
TROW PRICE T ROWE GROUP INC COM 0.1%
Value ($000) $262 Shares 2,153 Est. Cost $102.52 Unrealized -0.7%
CRSP CRISPR THERAPEUTICS AG NAMEN-AKT ISIN# CH0334081137 0.1%
Value ($000) $262 Shares 3,847 Est. Cost $110.88 Unrealized -35.4%
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.1%
Value ($000) $262 Shares 3,000 Est. Cost $89.52 Unrealized 0.0%
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 0.1%
Value ($000) $257 Shares 990 Est. Cost $216.68 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $254 Shares 3,976 Est. Cost $65.82 Unrealized -15.8%
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $250 Shares 598 Est. Cost $326.33 Unrealized +29.5%
CRM SALESFORCE INC COM 0.1%
Value ($000) $249 Shares 828 Est. Cost $207.42 Unrealized +37.5%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $247 Shares 2,551 Est. Cost $82.93 Unrealized +6.7%
NFLX NETFLIX INC COM 0.1%
Value ($000) $243 Shares 400 Est. Cost $45.09 Unrealized +25.0%
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $235 Shares 12,816 Est. Cost $14.57 Unrealized +9.7%
GE GENERAL ELEC CO COM NEW 0.1%
Value ($000) $231 Shares 1,317 Est. Cost $61.59 Unrealized +89.0%
DLB DOLBY LABORATORIES INC CL A 0.1%
Value ($000) $227 Shares 2,713 Est. Cost $75.86 Unrealized +5.0%
ZBH ZIMMER BIOMET HLDGS INC COM 0.1%
Value ($000) $222 Shares 1,683 Est. Cost $127.07 Unrealized -3.5%
ORCL ORACLE CORP COM 0.1%
Value ($000) $211 Shares 1,676 Est. Cost $65.21 Unrealized +72.3%
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $206 Shares 1,756 Est. Cost $84.99 Unrealized +16.0%
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $206 Shares 2,265 Est. Cost $65.69 Unrealized +28.1%
MCY MERCURY GEN CORP NEW COM 0.1%
Value ($000) $205 Shares 3,980 Est. Cost $45.63 Unrealized -3.3%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $204 Shares 1,249 Est. Cost $56.16 Unrealized +140.3%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $203 Shares 447 Est. Cost $351.22 Unrealized +18.4%
VBR VANGUARD INDEX FDS VANGUARD SMALL-CAP VALUE ETF 0.1%
Value ($000) $201 Shares 1,049 Est. Cost $179.43 Unrealized
SMMU PIMCO ETF TR SHORT TERM MUN BD ACTIVE ETF 0.1%
Value ($000) $200 Shares 4,000 Est. Cost $50.64 Unrealized
CNQ CANADIAN NATURAL RES LTD ISIN#CA1363851017 0.1%
Value ($000) $192 Shares 2,513 Est. Cost $16.95 Unrealized +83.9%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.1%
Value ($000) $191 Shares 1,222 Est. Cost $115.14 Unrealized +33.5%
FICO FAIR ISAAC CORPORATION COM 0.1%
Value ($000) $187 Shares 150 Est. Cost $465.09 Unrealized +168.9%
VO VANGUARD INDEX FDS VANGUARD MID-CAP ETF 0.1%
Value ($000) $184 Shares 738 Est. Cost $225.67 Unrealized
UNILEVER PLC SPON ADR NEW ISIN#US9047677045 0.1%
Value ($000) $182 Shares 3,619 Est. Cost $53.15 Unrealized
ITOT ISHARES TR CORE S&P TOTAL U S STK MKT ETF 0.1%
Value ($000) $181 Shares 1,570 Est. Cost $98.09 Unrealized
INGR INGREDION INC COM 0.1%
Value ($000) $181 Shares 1,548 Est. Cost $77.11 Unrealized +46.0%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $179 Shares 1,403 Est. Cost $34.01 Unrealized +216.5%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $178 Shares 4,108 Est. Cost $35.66 Unrealized +13.9%
BROS DUTCH BROS INC CL A 0.1%
Value ($000) $178 Shares 5,395 Est. Cost $42.86 Unrealized -31.2%
DE DEERE & CO COM 0.1%
Value ($000) $171 Shares 416 Est. Cost $272.17 Unrealized +36.9%
EIX EDISON INTL COM 0.1%
Value ($000) $167 Shares 2,366 Est. Cost $49.05 Unrealized +27.7%
ROYCE SM-CAP TR INC COM 0.1%
Value ($000) $164 Shares 10,795 Est. Cost $15.98 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $156 Shares 625 Est. Cost $149.83 Unrealized +56.4%
ASML ASML HLDG N V N Y REGISTRY SHS NEW 2012 0.1%
Value ($000) $155 Shares 160 Est. Cost $917.08 Unrealized
MPC MARATHON PETE CORP COM 0.1%
Value ($000) $155 Shares 770 Est. Cost $69.99 Unrealized +134.8%
EA ELECTRONIC ARTS INC COM 0.1%
Value ($000) $147 Shares 1,110 Est. Cost $124.50 Unrealized +9.2%
XAR SPDR SER TR S&P AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $147 Shares 1,046 Est. Cost $114.42 Unrealized
FDX FEDEX CORP COM 0.1%
Value ($000) $145 Shares 502 Est. Cost $201.55 Unrealized +19.0%
VXUS VANGUARD STAR FDS VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS 0.1%
Value ($000) $144 Shares 2,390 Est. Cost $60.86 Unrealized
GRMN GARMIN LTD SHS ISIN#CH0114405324 0.1%
Value ($000) $141 Shares 947 Est. Cost $96.24 Unrealized +32.6%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $140 Shares 677 Est. Cost $88.41 Unrealized +104.0%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $130 Shares 1,415 Est. Cost $73.01 Unrealized +16.4%
CAH CARDINAL HEALTH INC COM 0.1%
Value ($000) $129 Shares 1,150 Est. Cost $48.96 Unrealized +113.7%
ABT ABBOTT LABS COM 0.1%
Value ($000) $129 Shares 1,131 Est. Cost $100.68 Unrealized +10.0%
IJH ISHARES TR CORE S&P MID-CAP ETF 0.1%
Value ($000) $126 Shares 2,080 Est. Cost $97.06 Unrealized
D DOMINION ENERGY INC COM 0.1%
Value ($000) $125 Shares 2,548 Est. Cost $62.80 Unrealized -32.1%
ADBE ADOBE SYS INC COM 0.1%
Value ($000) $124 Shares 246 Est. Cost $383.10 Unrealized +49.6%
YUM YUM BRANDS INC COM 0.1%
Value ($000) $124 Shares 891 Est. Cost $94.24 Unrealized +36.6%
HPQ HP INC COM 0.1%
Value ($000) $122 Shares 4,025 Est. Cost $17.78 Unrealized +53.7%
MRNA MODERNA INC COM 0.1%
Value ($000) $121 Shares 1,140 Est. Cost $111.18 Unrealized -9.3%
DIA SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 0.1%
Value ($000) $119 Shares 300 Est. Cost $306.67 Unrealized
CLX CLOROX CO COM 0.1%
Value ($000) $119 Shares 779 Est. Cost $176.37 Unrealized -20.5%
CI CIGNA GROUP COM 0.1%
Value ($000) $118 Shares 326 Est. Cost $218.35 Unrealized +45.5%
BP BP PLC SPONS ADR 0.1%
Value ($000) $109 Shares 2,881 Est. Cost $25.50 Unrealized
C CITIGROUP INC COM NEW 0.1%
Value ($000) $108 Shares 1,708 Est. Cost $42.88 Unrealized +22.5%
NGL NGL ENERGY PARTNERS LP 0.1%
Value ($000) $108 Shares 18,750 Est. Cost $1.30 Unrealized
DFUV DIMENSIONAL ETF TR US MARKETWIDE VALUE ETF 0.1%
Value ($000) $105 Shares 2,565 Est. Cost $31.58 Unrealized
ALC ALCON SA ACT NOM ISIN#CH0432492467 0.1%
Value ($000) $104 Shares 1,258 Est. Cost $63.15 Unrealized +26.2%
OXY OCCIDENTAL PETE CORP COM 0.1%
Value ($000) $104 Shares 1,603 Est. Cost $24.12 Unrealized +138.7%
XYL XYLEM INC COM 0.1%
Value ($000) $103 Shares 800 Est. Cost $88.59 Unrealized +33.5%
CP CANADIAN PACIFIC KANSAS CITY LTD ISIN# CA13646K1084 0.0%
Value ($000) $97 Shares 1,100 Est. Cost $75.06 Unrealized +10.4%
VHT VANGUARD WORLD FDS VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $95 Shares 352 Est. Cost $236.09 Unrealized
NTRA NATERA INC COM 0.0%
Value ($000) $91 Shares 1,000 Est. Cost $83.55 Unrealized -10.0%
REGN REGENERON PHARMACEUTICALS INC COM 0.0%
Value ($000) $91 Shares 95 Est. Cost $605.24 Unrealized +56.2%
IWP ISHARES TR RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $91 Shares 800 Est. Cost $102.50 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $89 Shares 349 Est. Cost $184.67 Unrealized +20.2%
KLAC KLA CORP COM 0.0%
Value ($000) $89 Shares 127 Est. Cost $220.47 Unrealized +186.6%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $88 Shares 413 Est. Cost $122.23 Unrealized +56.3%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $87 Shares 207 Est. Cost $240.95 Unrealized +54.5%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $85 Shares 2,175 Est. Cost $35.66 Unrealized -6.4%
UVV UNIVERSAL CORP VA COM 0.0%
Value ($000) $85 Shares 1,634 Est. Cost $51.41 Unrealized +5.8%
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF 0.0%
Value ($000) $85 Shares 1,048 Est. Cost $80.78 Unrealized
QUAL ISHARES TR MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $84 Shares 511 Est. Cost $133.67 Unrealized
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $84 Shares 251 Est. Cost $139.80 Unrealized +115.4%
IRM IRON MTN INC NEW COM 0.0%
Value ($000) $82 Shares 1,026 Est. Cost $22.73 Unrealized +199.3%
OSEA HARBOR ETF TR HARBOR INTL COMPOUNDERS ETF 0.0%
Value ($000) $82 Shares 3,007 Est. Cost $27.35 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $80 Shares 475 Est. Cost $130.09 Unrealized +14.2%
SCCO SOUTHERN COPPER CORP DEL COM 0.0%
Value ($000) $79 Shares 742 Est. Cost $49.86 Unrealized +56.9%
PIONEER NAT RES CO 0.0%
Value ($000) $79 Shares 300 Est. Cost $205.22 Unrealized
CWT CALIFORNIA WTR SVC GROUP COM 0.0%
Value ($000) $75 Shares 1,620 Est. Cost $44.12 Unrealized +0.7%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNERSHIP INTERESTS 0.0%
Value ($000) $73 Shares 2,100 Est. Cost $32.62 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $73 Shares 1,665 Est. Cost $32.06 Unrealized +11.3%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $70 Shares 276 Est. Cost $206.74 Unrealized +15.0%
MET METLIFE INC COM 0.0%
Value ($000) $70 Shares 938 Est. Cost $48.13 Unrealized +37.2%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $68 Shares 794 Est. Cost $69.73 Unrealized +9.0%
DHR DANAHER CORP COM 0.0%
Value ($000) $68 Shares 271 Est. Cost $215.75 Unrealized +11.9%
PHG KONINKLIJKE PHILIPS N V ISIN#US5004723038 0.0%
Value ($000) $68 Shares 3,380 Est. Cost $44.68 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $67 Shares 324 Est. Cost $173.16 Unrealized +4.4%
GSLC GOLDMAN SACHS ETF TR TR ACTIVEBETA U S LARGE CAP EQUITY ETF 0.0%
Value ($000) $66 Shares 639 Est. Cost $86.07 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $66 Shares 3,728 Est. Cost $9.96 Unrealized +54.8%
PCAR PACCAR INC COM 0.0%
Value ($000) $64 Shares 520 Est. Cost $53.60 Unrealized +88.0%
IXJ ISHARES TR GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $64 Shares 690 Est. Cost $76.81 Unrealized
DFIV DIMENSIONAL ETF TR INTL VALE ETF 0.0%
Value ($000) $63 Shares 1,721 Est. Cost $32.54 Unrealized
IWD ISHARES TR RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $62 Shares 346 Est. Cost $145.90 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $61 Shares 217 Est. Cost $130.64 Unrealized +97.5%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $61 Shares 575 Est. Cost $104.10 Unrealized -6.1%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $61 Shares 760 Est. Cost $65.63 Unrealized +7.9%
TD TORONTO DOMINION BK ISIN#CA8911605092 0.0%
Value ($000) $60 Shares 1,000 Est. Cost $50.68 Unrealized +19.2%
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF 0.0%
Value ($000) $59 Shares 363 Est. Cost $118.46 Unrealized
VNQ VANGUARD INDEX FDS REAL ESTATE INDEX FD ETF 0.0%
Value ($000) $58 Shares 666 Est. Cost $83.50 Unrealized
EFA ISHARES TR MSCI EAFE ETF 0.0%
Value ($000) $57 Shares 720 Est. Cost $72.50 Unrealized
DEO DIAGEO PLC SPONSORED ADR NEW ISIN#US25243Q2057 0.0%
Value ($000) $57 Shares 384 Est. Cost $163.17 Unrealized
ET ENERGY TRANSFER LP 0.0%
Value ($000) $57 Shares 3,600 Est. Cost $14.03 Unrealized
ITT ITT INC COM 0.0%
Value ($000) $54 Shares 400 Est. Cost $69.88 Unrealized +77.5%
MLI MUELLER INDS INC COM 0.0%
Value ($000) $54 Shares 1,000 Est. Cost $39.33 Unrealized +22.8%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $54 Shares 417 Est. Cost $115.13 Unrealized -0.9%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $54 Shares 534 Est. Cost $77.45 Unrealized +5.2%
MAG SILVER CORP COM ISIN#CA55903Q1046 0.0%
Value ($000) $53 Shares 5,000 Est. Cost $15.00 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $53 Shares 91 Est. Cost $514.55 Unrealized +8.4%
ZTS ZOETIS INC COM 0.0%
Value ($000) $52 Shares 310 Est. Cost $155.43 Unrealized +18.0%
IEFA ISHARES TR CORE MSCI EAFE ETF 0.0%
Value ($000) $52 Shares 696 Est. Cost $70.94 Unrealized
DFAT DIMENSIONAL ETF TR U S TARGET VALUE ETF 0.0%
Value ($000) $51 Shares 939 Est. Cost $44.73 Unrealized
ETN EATON CORPORATION PLC SHS ISIN#IE00B8KQN827 0.0%
Value ($000) $51 Shares 163 Est. Cost $108.59 Unrealized +146.4%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $50 Shares 142 Est. Cost $157.30 Unrealized +105.1%
KNF KNIFE RIV CORP COM 0.0%
Value ($000) $49 Shares 610 Est. Cost $44.43 Unrealized +57.9%
DFAS DIMENSIONAL ETF TR U S SM CAP ETF 0.0%
Value ($000) $49 Shares 788 Est. Cost $57.11 Unrealized
SHOP SHOPIFY INC CL A ISIN#CA82509L1076 0.0%
Value ($000) $49 Shares 634 Est. Cost $45.53 Unrealized +73.5%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $48 Shares 510 Est. Cost $78.72 Unrealized +5.7%
NUE NUCOR CORP COM 0.0%
Value ($000) $47 Shares 239 Est. Cost $103.03 Unrealized +72.0%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $46 Shares 378 Est. Cost $76.93 Unrealized +49.0%
VIG VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS 0.0%
Value ($000) $46 Shares 250 Est. Cost $153.63 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $43 Shares 616 Est. Cost $52.83 Unrealized +30.4%
CME CME GROUP INC COM 0.0%
Value ($000) $43 Shares 200 Est. Cost $138.43 Unrealized +42.5%
KVUE KENVUE INC COM 0.0%
Value ($000) $43 Shares 2,000 Est. Cost $21.04 Unrealized -10.4%
MA MASTERCARD INC CL A 0.0%
Value ($000) $42 Shares 87 Est. Cost $323.35 Unrealized +40.0%
DFUS DIMENSIONAL ETF TR U S EQUITY ETF 0.0%
Value ($000) $42 Shares 730 Est. Cost $47.24 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $41 Shares 363 Est. Cost $88.73 Unrealized +13.7%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $40 Shares 700 Est. Cost $39.44 Unrealized +33.5%
BLACKROCK INC COM 0.0%
Value ($000) $40 Shares 48 Est. Cost $699.52 Unrealized
DINT DAVIS FUNDAMENTAL ETF TR SELECT INTL ETF 0.0%
Value ($000) $39 Shares 2,000 Est. Cost $16.50 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $39 Shares 503 Est. Cost $23.71 Unrealized +20.3%
GLW CORNING INC COM 0.0%
Value ($000) $38 Shares 1,164 Est. Cost $30.92 Unrealized -1.5%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $38 Shares 878 Est. Cost $56.10 Unrealized -30.6%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $37 Shares 788 Est. Cost $33.70 Unrealized +16.9%
ROYCE MICRO-CAP TR INC COM 0.0%
Value ($000) $36 Shares 3,858 Est. Cost $10.09 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V ORD SHS CL A 0.0%
Value ($000) $36 Shares 350 Est. Cost $71.33 Unrealized +17.9%
GEHC GE HEALTHCARE TECHNOLOGIES INC COM 0.0%
Value ($000) $36 Shares 393 Est. Cost $71.08 Unrealized +16.7%
RPM RPM INTL INC COM 0.0%
Value ($000) $36 Shares 300 Est. Cost $87.04 Unrealized +27.8%
PAA PLAINS ALL AMERICAN PIPELINE L P UNIT LTD PARTNERSHIP INT 0.0%
Value ($000) $35 Shares 2,000 Est. Cost $8.00 Unrealized
ABNB AIRBNB INC CL A COM 0.0%
Value ($000) $34 Shares 209 Est. Cost $159.62 Unrealized -5.2%
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF 0.0%
Value ($000) $34 Shares 100 Est. Cost $252.34 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $34 Shares 505 Est. Cost $179.02 Unrealized -65.8%
CTVA CORTEVA INC COM 0.0%
Value ($000) $34 Shares 586 Est. Cost $43.10 Unrealized +17.4%
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $32 Shares 100 Est. Cost $46.50 Unrealized +142.9%
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $31 Shares 1,241 Est. Cost $8.97 Unrealized +22.4%
FISV FISERV INC COM 0.0%
Value ($000) $31 Shares 192 Est. Cost $111.05 Unrealized +31.2%
NXPI NXP SEMICONDUCTORS NV COM STK ISIN#NL0009538784 0.0%
Value ($000) $30 Shares 122 Est. Cost $168.66 Unrealized +32.2%
SPMD SPDR SER TR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $30 Shares 565 Est. Cost $48.72 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $30 Shares 151 Est. Cost $187.15 Unrealized -0.5%
ILCG ISHARES TR MORNINGSTAR GROWTH ETF 0.0%
Value ($000) $30 Shares 392 Est. Cost $63.78 Unrealized
IVV ISHARES TR CORE S&P 500 ETF 0.0%
Value ($000) $29 Shares 55 Est. Cost $477.64 Unrealized
OLN OLIN CORP COM PAR $1 0.0%
Value ($000) $29 Shares 486 Est. Cost $18.35 Unrealized +177.8%
IYJ ISHARES TR US INDUSTRIALS ETF 0.0%
Value ($000) $28 Shares 220 Est. Cost $95.45 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $27 Shares 699 Est. Cost $29.64 Unrealized +11.3%
MCK MCKESSON CORP COM 0.0%
Value ($000) $27 Shares 50 Est. Cost $161.42 Unrealized +211.9%
FTI TECHNIPFMC LIMITED REGISTERED SHS ISIN#GB00BDSFG982 0.0%
Value ($000) $26 Shares 1,017 Est. Cost $20.19 Unrealized +2.9%
EPAC ENERPAC TOOL GROUP CORP CL A COM 0.0%
Value ($000) $25 Shares 698 Est. Cost $20.72 Unrealized +55.0%
VB VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $24 Shares 107 Est. Cost $199.86 Unrealized
IJT ISHARES TR S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $24 Shares 187 Est. Cost $133.69 Unrealized
SHY ISHARES TR 1-3 YR TREAS BD ETF 0.0%
Value ($000) $24 Shares 298 Est. Cost $81.78 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $24 Shares 150 Est. Cost $106.49 Unrealized +32.5%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $24 Shares 139 Est. Cost $158.73 Unrealized -0.5%
KRG KITE RLTY GROUP TR COM NEW 0.0%
Value ($000) $24 Shares 1,115 Est. Cost $21.05 Unrealized
IWN ISHARES TR RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $24 Shares 151 Est. Cost $165.56 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $24 Shares 474 Est. Cost $47.94 Unrealized -12.8%
BIIB BIOGEN INC COM 0.0%
Value ($000) $24 Shares 110 Est. Cost $254.99 Unrealized -8.2%
ACN ACCENTURE PLC IRELAND SHS CL A ISIN#IE00B4BNMY34 0.0%
Value ($000) $24 Shares 68 Est. Cost $231.50 Unrealized +53.2%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $23 Shares 134 Est. Cost $103.58 Unrealized +46.7%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $23 Shares 581 Est. Cost $56.16 Unrealized -29.7%
ECL ECOLAB INC COM 0.0%
Value ($000) $23 Shares 100 Est. Cost $152.01 Unrealized +36.8%
DOW DOW INC COM 0.0%
Value ($000) $23 Shares 396 Est. Cost $43.15 Unrealized +13.5%
IBKR INTERACTIVE BROKERS GROUP INC CL A - COM 0.0%
Value ($000) $22 Shares 197 Est. Cost $20.03 Unrealized +22.9%
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $22 Shares 500 Est. Cost $34.31 Unrealized +7.8%
FERG1GBX FERGUSON PLC NEW REGISTERED SHS ISIN#JE00BJVNSS43 0.0%
Value ($000) $22 Shares 100 Est. Cost $157.31 Unrealized
JOBY JOBY AVIATION INC COM ISIN#KYG651631007 0.0%
Value ($000) $21 Shares 4,000 Est. Cost $7.82 Unrealized -27.5%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $21 Shares 271 Est. Cost $59.66 Unrealized +14.8%
PCG PG&E CORP COM 0.0%
Value ($000) $21 Shares 1,248 Est. Cost $16.69 Unrealized -0.7%
COR CENCORA INC COM 0.0%
Value ($000) $21 Shares 85 Est. Cost $89.37 Unrealized +153.3%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $21 Shares 200 Est. Cost $45.20 Unrealized +96.3%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $21 Shares 532 Est. Cost $33.15 Unrealized +4.5%
WH WYNDHAM HOTELS & RESORTS INC COM 0.0%
Value ($000) $20 Shares 267 Est. Cost $53.93 Unrealized +45.6%
JBL JABIL INC COM 0.0%
Value ($000) $20 Shares 150 Est. Cost $37.14 Unrealized +260.1%
VTRS VIATRIS INC COM 0.0%
Value ($000) $20 Shares 1,677 Est. Cost $10.53 Unrealized +4.8%
HSY HERSHEY CO COM 0.0%
Value ($000) $19 Shares 100 Est. Cost $130.99 Unrealized +39.0%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $19 Shares 128 Est. Cost $77.69 Unrealized +69.7%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $19 Shares 250 Est. Cost $62.43 Unrealized +4.4%
STX SEAGATE TECHNOLOGY HLDGS PB LTD CO ISIN#IE00BKVD2N49 0.0%
Value ($000) $19 Shares 200 Est. Cost $75.21 Unrealized +11.5%
MKL MARKEL GROUP INC COM 0.0%
Value ($000) $18 Shares 12 Est. Cost $996.82 Unrealized +47.1%
APTIV PLC SHS COM 0.0%
Value ($000) $18 Shares 228 Est. Cost $124.11 Unrealized
USMV ISHARES TR MSCI USA MINIMUM VOLATILITY FACTOR ETF 0.0%
Value ($000) $18 Shares 216 Est. Cost $83.58 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $18 Shares 140 Est. Cost $109.31 Unrealized +1.0%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $18 Shares 300 Est. Cost $113.83 Unrealized -50.4%
FHB FIRST HAWAIIAN INC COM 0.0%
Value ($000) $18 Shares 800 Est. Cost $21.96 Unrealized -10.7%
BKR BAKER HUGHES CO CL A 0.0%
Value ($000) $18 Shares 524 Est. Cost $28.29 Unrealized +4.5%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $17 Shares 82 Est. Cost $164.87 Unrealized +22.7%
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $17 Shares 100 Est. Cost $92.85 Unrealized +65.6%
ENB ENBRIDGE INC REGISTERED SHS ISIN#CA29250N1050 0.0%
Value ($000) $17 Shares 463 Est. Cost $27.40 Unrealized +15.1%
PNR PENTAIR PLC SHS ISIN#IE00BLS09M33 0.0%
Value ($000) $17 Shares 196 Est. Cost $47.98 Unrealized +55.0%
CMI CUMMINS INC COM 0.0%
Value ($000) $17 Shares 56 Est. Cost $198.26 Unrealized +24.9%
IJJ ISHARES TR S&P MIDCAP 400 VALUE ETF 0.0%
Value ($000) $16 Shares 139 Est. Cost $107.13 Unrealized
SAVA CASSAVA SCIENCES INC COM 0.0%
Value ($000) $16 Shares 800 Est. Cost $59.70 Unrealized -61.4%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $16 Shares 87 Est. Cost $47.25 Unrealized +197.0%
WELL WELLTOWER INC COM 0.0%
Value ($000) $16 Shares 171 Est. Cost $56.18 Unrealized +55.2%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $16 Shares 117 Est. Cost $100.42 Unrealized +37.1%
NU NU HOLDINGS LIMITED REGISTERED SHS -A- ISIN#KYG6683N1034 0.0%
Value ($000) $16 Shares 1,300 Est. Cost $10.21 Unrealized 0.0%
RYN RAYONIER INC COM 0.0%
Value ($000) $15 Shares 464 Est. Cost $30.17 Unrealized
JOYY JOYY INC ADS REPSTG COM CL A 0.0%
Value ($000) $15 Shares 500 Est. Cost $26.00 Unrealized
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $15 Shares 150 Est. Cost $89.68 Unrealized +8.5%
NVT NVENT ELECTRIC PLC REGISTERED SHS ISIN#IE00BDVJJQ56 0.0%
Value ($000) $15 Shares 196 Est. Cost $19.34 Unrealized +225.2%
BARRICK GOLD CORP COM ISIN#CA0679011084 0.0%
Value ($000) $15 Shares 887 Est. Cost $18.00 Unrealized
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $15 Shares 452 Est. Cost $17.29 Unrealized +73.4%
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $15 Shares 186 Est. Cost $72.14 Unrealized +7.0%
SNY SANOFI SPONS ADR ISIN#US80105N1054 0.0%
Value ($000) $15 Shares 300 Est. Cost $49.73 Unrealized
IUSV ISHARES TR CORE S&P U S VALUE ETF 0.0%
Value ($000) $14 Shares 158 Est. Cost $75.95 Unrealized
RSP INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $14 Shares 82 Est. Cost $169.37 Unrealized
CARR CARRIER GLOBAL CORP COM 0.0%
Value ($000) $14 Shares 237 Est. Cost $33.81 Unrealized +62.5%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $14 Shares 210 Est. Cost $66.86 Unrealized -0.3%
HEI/A HEICO CORP NEW CL A 0.0%
Value ($000) $14 Shares 89 Est. Cost $133.56 Unrealized +10.6%
DWLD DAVIS FUNDAMENTAL ETF TR SELECT WORLDWIDE ETF 0.0%
Value ($000) $14 Shares 421 Est. Cost $30.95 Unrealized
MLKN MILLERKNOLL INC COM 0.0%
Value ($000) $14 Shares 551 Est. Cost $29.83 Unrealized -11.6%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $13 Shares 107 Est. Cost $98.18 Unrealized +19.9%
XLU SELECT SECTOR SPDR TR UTILS 0.0%
Value ($000) $13 Shares 200 Est. Cost $65.12 Unrealized
TNL TRAVEL & LEISURE CO COM 0.0%
Value ($000) $13 Shares 267 Est. Cost $45.04 Unrealized -12.6%
VTR VENTAS INC COM 0.0%
Value ($000) $13 Shares 300 Est. Cost $39.62 Unrealized +7.8%
MGK VANGUARD WORLD FD VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $13 Shares 45 Est. Cost $286.60 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $12 Shares 20 Est. Cost $257.79 Unrealized +109.5%
ADM ARCHER-DANIELS MIDLAND CO COM 0.0%
Value ($000) $12 Shares 195 Est. Cost $69.31 Unrealized -20.9%
R RYDER SYS INC COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $55.64 Unrealized +104.6%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $12 Shares 42 Est. Cost $84.74 Unrealized +86.1%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $12 Shares 118 Est. Cost $60.07 Unrealized +49.1%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $12 Shares 300 Est. Cost $35.85 Unrealized -6.3%
TDC TERADATA CORP DEL COM 0.0%
Value ($000) $12 Shares 302 Est. Cost $44.49 Unrealized -5.2%
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $11 Shares 916 Est. Cost $36.30 Unrealized -60.1%
CRUS CIRRUS LOGIC INC COM 0.0%
Value ($000) $11 Shares 120 Est. Cost $75.15 Unrealized +14.9%
DTM DT MIDSTREAM INC COM 0.0%
Value ($000) $11 Shares 181 Est. Cost $35.96 Unrealized +44.4%
SLAB SILICON LABORATORIES INC OC-COM 0.0%
Value ($000) $11 Shares 75 Est. Cost $112.65 Unrealized +17.6%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $11 Shares 105 Est. Cost $75.64 Unrealized +25.1%
IBB ISHARES TR BIOTECHNOLOGY ETF 0.0%
Value ($000) $11 Shares 77 Est. Cost $144.47 Unrealized
BWA BORGWARNER INC COM 0.0%
Value ($000) $10 Shares 300 Est. Cost $31.44 Unrealized +1.3%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $10 Shares 450 Est. Cost $23.71 Unrealized -10.1%
SCHW SCHWAB CHARLES CORP NEW COM 0.0%
Value ($000) $10 Shares 142 Est. Cost $73.25 Unrealized -12.3%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $10 Shares 225 Est. Cost $36.73 Unrealized +3.5%
MGV VANGUARD WORLD FD VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $10 Shares 85 Est. Cost $119.51 Unrealized
SUPER MICRO COMPUTER INC 0.0%
Value ($000) $10 Shares 10 Est. Cost $1010.00 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $10 Shares 190 Est. Cost $50.91 Unrealized -2.5%
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $10 Shares 75 Est. Cost $141.72 Unrealized -13.6%
HUM HUMANA INC COM 0.0%
Value ($000) $10 Shares 28 Est. Cost $479.75 Unrealized -23.0%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $10 Shares 1,104 Est. Cost $18.55 Unrealized -48.0%
F FORD MTR CO DEL COM PAR $0 01 0.0%
Value ($000) $10 Shares 717 Est. Cost $10.89 Unrealized -1.8%
BNTX BIONTECH SE ADS ISIN#US09075V1026 0.0%
Value ($000) $9 Shares 100 Est. Cost $170.00 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $9 Shares 12 Est. Cost $96.37 Unrealized +57.2%
PAR PAR TECHNOLOGY CORP COM 0.0%
Value ($000) $9 Shares 200 Est. Cost $49.09 Unrealized -10.0%
ORLY O REILLY AUTOMOTIVE INC NEW COM 0.0%
Value ($000) $9 Shares 8 Est. Cost $46.07 Unrealized +51.8%
NOMD NOMAD FOODS LTD SHS ISIN#VGG6564A1057 0.0%
Value ($000) $9 Shares 452 Est. Cost $24.75 Unrealized -25.6%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $9 Shares 129 Est. Cost $47.13 Unrealized +36.4%
O REALTY INCOME CORP COM 0.0%
Value ($000) $9 Shares 163 Est. Cost $52.57 Unrealized -7.5%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $9 Shares 107 Est. Cost $82.07 Unrealized -8.3%
AES AES CORP COM 0.0%
Value ($000) $9 Shares 484 Est. Cost $14.67 Unrealized +3.8%
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $97.53 Unrealized -20.9%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $9 Shares 200 Est. Cost $44.29 Unrealized -15.5%
IEMG ISHARES INC CORE MSCI EMERGING MKTS ETF 0.0%
Value ($000) $9 Shares 166 Est. Cost $58.62 Unrealized
IJS ISHARES TR S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $8 Shares 81 Est. Cost $95.09 Unrealized
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $8 Shares 30 Est. Cost $136.81 Unrealized +77.6%
RVTY REVVITY INC COM 0.0%
Value ($000) $8 Shares 76 Est. Cost $131.57 Unrealized -19.5%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $71.78 Unrealized 0.0%
LQD ISHARES TR IBOXX USD INVT GRADE CORP BD ETF 0.0%
Value ($000) $8 Shares 69 Est. Cost $108.91 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $7 Shares 17 Est. Cost $314.59 Unrealized +24.2%
NEM NEWMONT CORP COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $49.53 Unrealized -33.1%
INTU INTUIT COM 0.0%
Value ($000) $7 Shares 11 Est. Cost $553.01 Unrealized +14.1%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $7 Shares 44 Est. Cost $84.59 Unrealized +57.5%
TOTALENERGIES SE SPONS ADR ISIN#US89151E1091 0.0%
Value ($000) $7 Shares 100 Est. Cost $45.11 Unrealized
VEU VANGUARD INTL EQUITY INDEX FDS VANGUARD FTSE ALL WORLD EX US ETF 0.0%
Value ($000) $7 Shares 114 Est. Cost $61.40 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $7 Shares 12 Est. Cost $320.08 Unrealized +55.8%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $7 Shares 440 Est. Cost $172.73 Unrealized -89.5%
AGG ISHARES TR CORE U S AGGREGATE BD ETF 0.0%
Value ($000) $7 Shares 67 Est. Cost $97.94 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $6 Shares 44 Est. Cost $66.42 Unrealized +102.0%
ONON ON HOLDING AG NAMEN-AKT -A- ISIN#CH1134540470 0.0%
Value ($000) $6 Shares 175 Est. Cost $30.96 Unrealized -1.3%
BERRY GLOBAL GROUP INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
SLB SCHLUMBERGER LTD COM ISIN# AN8068571086 0.0%
Value ($000) $6 Shares 109 Est. Cost $49.39 Unrealized -3.2%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $6 Shares 14 Est. Cost $343.70 Unrealized +24.3%
AG FIRST MAJESTIC SILVER CORP COM ISIN#CA32076V1031 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $13.70 Unrealized -63.6%
HLN HALEON PLC ADR ISIN#US4055521003 0.0%
Value ($000) $6 Shares 681 Est. Cost $5.85 Unrealized
VLTO VERALTO CORP COM 0.0%
Value ($000) $6 Shares 65 Est. Cost $73.75 Unrealized +11.5%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $6 Shares 64 Est. Cost $73.42 Unrealized +10.8%
SNPS SYNOPSIS INC 0.0%
Value ($000) $6 Shares 10 Est. Cost $550.38 Unrealized 0.0%
IEI ISHARES TR 3-7 YR TREAS BD ETF 0.0%
Value ($000) $6 Shares 48 Est. Cost $115.81 Unrealized
BMBL BUMBLE INC COM CL A 0.0%
Value ($000) $5 Shares 470 Est. Cost $43.66 Unrealized -70.8%
IVT INVENTRUST PPTYS CORP COM NEW 0.0%
Value ($000) $5 Shares 203 Est. Cost $25.71 Unrealized
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $5 Shares 75 Est. Cost $104.34 Unrealized -39.4%
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value ($000) $5 Shares 24 Est. Cost $184.81 Unrealized 0.0%
NET CLOUDFLARE INC CL A 0.0%
Value ($000) $5 Shares 51 Est. Cost $49.47 Unrealized +83.0%
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.0%
Value ($000) $5 Shares 3 Est. Cost $768.01 Unrealized +94.4%
TLT ISHARES TR 20 (PLUS) YR TREAS BD ETF 0.0%
Value ($000) $5 Shares 51 Est. Cost $94.63 Unrealized
HAWAIIAN HLDGS INC COM 0.0%
Value ($000) $5 Shares 355 Est. Cost $15.45 Unrealized
HELE HELEN OF TROY LTD ORD NEW ISIN#BMG4388N1065 0.0%
Value ($000) $5 Shares 40 Est. Cost $97.34 Unrealized +22.7%
EFV ISHARES TR MSCI EAFE VALUE ETF 0.0%
Value ($000) $5 Shares 84 Est. Cost $52.10 Unrealized
NTAP NETAPP INC COM 0.0%
Value ($000) $4 Shares 42 Est. Cost $51.87 Unrealized +72.0%
IJK ISHARES TR S&P MIDCAP 400 GROWTH ETF 0.0%
Value ($000) $4 Shares 48 Est. Cost $75.00 Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $4 Shares 198 Est. Cost $23.72 Unrealized -8.0%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $4 Shares 21 Est. Cost $289.15 Unrealized -34.8%
GBF ISHARES TR GOVT CR BD ETF 0.0%
Value ($000) $4 Shares 40 Est. Cost $103.55 Unrealized
IGIB ISHARES TR 5-10 YR INVT GRADE CORPORATE BD ETF 0.0%
Value ($000) $4 Shares 80 Est. Cost $51.60 Unrealized
IBIT ISHARES BITCOIN TR SHS BEN INT 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.47 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $4 Shares 15 Est. Cost $181.01 Unrealized +36.8%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $4 Shares 10 Est. Cost $347.27 Unrealized +33.1%
PRTA PROTHENA CORP PLC SHS ISIN#IE00B91XRN20 0.0%
Value ($000) $4 Shares 155 Est. Cost $11.83 Unrealized +151.5%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $4 Shares 13 Est. Cost $270.53 Unrealized +3.0%
JAMF HLDG CORP COM 0.0%
Value ($000) $4 Shares 200 Est. Cost $30.00 Unrealized
EMB ISHARES TR JPMORGAN USD EMERGING MKTS BD ETF 0.0%
Value ($000) $4 Shares 40 Est. Cost $89.67 Unrealized
HYG ISHARES TR IBOXX $ HIGH YIELD CORP BD ETF 0.0%
Value ($000) $4 Shares 46 Est. Cost $77.74 Unrealized
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $3 Shares 25 Est. Cost $111.79 Unrealized +26.1%
VOE VANGUARD INDEX FDS VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $3 Shares 22 Est. Cost $155.91 Unrealized
OLED UNIVERSAL DISPLAY CORP COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $204.14 Unrealized -16.6%
VXF VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF 0.0%
Value ($000) $3 Shares 19 Est. Cost $175.26 Unrealized
MYGN MYRIAD GENETICS INC COM 0.0%
Value ($000) $3 Shares 150 Est. Cost $16.15 Unrealized +33.1%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $247.58 Unrealized -6.1%
SHYG ISHARES TR 0-5 YR HIGH YIELD CORP BD ETF 0.0%
Value ($000) $3 Shares 74 Est. Cost $42.55 Unrealized
EFG ISHARES TR MSCI EAFE GROWTH ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $96.87 Unrealized
NVAX NOVAVAX INC COM NEW 0.0%
Value ($000) $3 Shares 650 Est. Cost $153.42 Unrealized -97.0%
VFC V F CORP COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $26.28 Unrealized -38.8%
RIVN RIVIAN AUTOMOTIVE INC CL A 0.0%
Value ($000) $3 Shares 280 Est. Cost $14.58 Unrealized -1.2%
VOT VANGUARD INDEX FDS MID-CAP GROWTH ETF 0.0%
Value ($000) $3 Shares 13 Est. Cost $235.77 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS 0.0%
Value ($000) $3 Shares 25 Est. Cost $121.00 Unrealized
VALE VALE S A ADR ISIN#US91912E1055 0.0%
Value ($000) $3 Shares 237 Est. Cost $15.24 Unrealized
GOVT ISHARES TR U S TREAS BD ETF 0.0%
Value ($000) $3 Shares 125 Est. Cost $22.77 Unrealized
CLNE CLEAN ENERGY FUELS CORP COM 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $5.16 Unrealized -42.2%
XOP SPDR SER TR S&P OIL & GAS EXPL & PRODTN ETF NEW 0.0%
Value ($000) $3 Shares 17 Est. Cost $154.94 Unrealized
KD KYNDRYL HLDGS INC COM 0.0%
Value ($000) $3 Shares 118 Est. Cost $21.59 Unrealized -1.5%
ITB ISHARES TR US HOME CONSTRUCTION ETF FD 0.0%
Value ($000) $3 Shares 22 Est. Cost $115.77 Unrealized
PECO PHILLIPS EDISON & CO INC COM NEW 0.0%
Value ($000) $3 Shares 70 Est. Cost $32.61 Unrealized
ICVT ISHARES TR CONV BD ETF 0.0%
Value ($000) $2 Shares 31 Est. Cost $79.84 Unrealized
SPHB INVESCO EXCHANGE-TRADED FD TR II S&P 500 HIGH BETA ETF 0.0%
Value ($000) $2 Shares 28 Est. Cost $87.75 Unrealized
OGN ORGANON & CO COM 0.0%
Value ($000) $2 Shares 130 Est. Cost $25.21 Unrealized -37.1%
KCE SPDR SER TR S&P CAP MKTS ETF 0.0%
Value ($000) $2 Shares 22 Est. Cost $110.55 Unrealized
VCLT VANGUARD SCOTTSDALE FDS VANGUARD LONG-TERM CORPORATE BOND INDEX FUND 0.0%
Value ($000) $2 Shares 31 Est. Cost $78.23 Unrealized
EPI WISDOMTREE TR INDIA EARNINGS FD 0.0%
Value ($000) $2 Shares 54 Est. Cost $43.56 Unrealized
PHIN PHINIA INC COM 0.0%
Value ($000) $2 Shares 60 Est. Cost $26.06 Unrealized +19.9%
XLK SELECT SECTOR SPDR TR TECHNOLOGY 0.0%
Value ($000) $2 Shares 11 Est. Cost $208.27 Unrealized
VMBS VANGUARD SCOTTSDALE FDS VANGUARD MTG BACKED SECS ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $45.62 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $2 Shares 44 Est. Cost $33.58 Unrealized +47.9%
POR PORTLAND GEN ELEC CO COM NEW 0.0%
Value ($000) $2 Shares 50 Est. Cost $41.53 Unrealized -9.5%
SUNPOWER CORP COM 0.0%
Value ($000) $2 Shares 691 Est. Cost $26.05 Unrealized
SLI STANDARD LITHIUM CP REGISTERED SHS ISIN#CA8536061010 0.0%
Value ($000) $2 Shares 1,630 Est. Cost $9.79 Unrealized -86.0%
XPEV XPENG INC ADS ISIN#US98422D1054 0.0%
Value ($000) $2 Shares 250 Est. Cost $7.68 Unrealized
MTUM ISHARES TR MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $2 Shares 10 Est. Cost $187.40 Unrealized
VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF 0.0%
Value ($000) $2 Shares 44 Est. Cost $41.52 Unrealized
PINS PINTEREST INC CL A 0.0%
Value ($000) $2 Shares 50 Est. Cost $25.91 Unrealized +40.3%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $424.73 Unrealized +1.0%
SONY SONY GROUP CORP AMERN SH NEW ISIN#US8356993076 0.0%
Value ($000) $2 Shares 20 Est. Cost $90.05 Unrealized
TLH ISHARES TR 10-20 YR TREAS BD ETF 0.0%
Value ($000) $2 Shares 16 Est. Cost $105.00 Unrealized
SLVM SYLVAMO CORP COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $26.31 Unrealized +91.5%
VBK VANGUARD INDEX FDS VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $2 Shares 6 Est. Cost $260.67 Unrealized
CXW CORECIVIC INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $7.19 Unrealized +102.7%
TRV TRAVELERS COS INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $167.48 Unrealized +23.4%
CASSAVA SCIENCES INC WT EXP EXP 11/15/24 0.0%
Value ($000) $1 Shares 320 Est. Cost $4.03 Unrealized
ARLO ARLO TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $6.09 Unrealized +64.2%
KELLANOVA COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $56.32 Unrealized -7.7%
EVGO EVGO INC CL A COM 0.0%
Value ($000) $1 Shares 428 Est. Cost $10.95 Unrealized -76.3%
NIO NIO INC SHS A SPONSORED AMERICAN DEP SHS REPR 1 SH A ORD SH ISIN#US62914V1061 0.0%
Value ($000) $1 Shares 200 Est. Cost $4.50 Unrealized
PKW INVESCO EXCHANGE-TRADED FD TR BUYBACK ACHIEVERS ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $108.25 Unrealized
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value ($000) $1 Shares 56 Est. Cost $17.86 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $136.46 Unrealized 0.0%
BN BROOKFIELD CORP VTG SHS CL A ISIN#CA11271J1075 0.0%
Value ($000) $1 Shares 18 Est. Cost $21.90 Unrealized +21.6%
QS QUANTUMSCAPE CORP CL A 0.0%
Value ($000) $1 Shares 100 Est. Cost $18.09 Unrealized -62.8%
MGC VANGUARD WORLD FD VANGUARD MEGA CAP ETF 0.0%
Value ($000) $1 Shares 3 Est. Cost $187.00 Unrealized
ZIMVIE INC COM 0.0%
Value ($000) $0 Shares 29 Est. Cost $24.84 Unrealized
FNV FRANCO NEV CORP COM ISIN#CA3518581051 0.0%
Value ($000) $0 Shares 4 Est. Cost $108.28 Unrealized 0.0%
ROL ROLLINS INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $43.06 Unrealized 0.0%
RIOT RIOT PLATFORMS INC COM 0.0%
Value ($000) $0 Shares 35 Est. Cost $13.03 Unrealized 0.0%
CGNX COGNEX CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $38.33 Unrealized 0.0%
TMFC RBB FD INC MOTLEY FOOL 100 INDEX ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost $49.63 Unrealized
SIMO SILICON MOTION TECHNOLOGY CORP SPONS ADR SHS ISIN#US82706C1080 0.0%
Value ($000) $0 Shares 5 Est. Cost $77.00 Unrealized
PACB PACIFIC BIOSCIENCES CALIF INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $11.77 Unrealized -50.3%
BLNK BLINK CHARGING CO COM 0.0%
Value ($000) $0 Shares 116 Est. Cost $32.19 Unrealized -91.2%
VIRTUS EQUITY & CONV INCOME FD COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $22.40 Unrealized
CHARGEPOINT HLDGS INC CL A 0.0%
Value ($000) $0 Shares 166 Est. Cost $18.07 Unrealized
OTEX OPEN TEXT CORP COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $37.13 Unrealized +1.5%
MAXEON SOLAR TECHNOLOGIES LTD ORD SHS ISIN#SGXZ25336314 0.0%
Value ($000) $0 Shares 84 Est. Cost $23.81 Unrealized
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value ($000) $0 Shares 13 Est. Cost $14.02 Unrealized 0.0%
SANM SANMINA CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $29.66 Unrealized +96.1%
IGF ISHARES TR GLOBAL INFRASTRUCTURE ETF INDEX FD 0.0%
Value ($000) $0 Shares 5 Est. Cost $47.60 Unrealized
DFJ WISDOMTREE TR JAPAN SMALLCAP DIVID FD 0.0%
Value ($000) $0 Shares 3 Est. Cost $77.33 Unrealized
SNDL SNDL INC REGISTERED SHS ISIN#CA83307B1013 0.0%
Value ($000) $0 Shares 100 Est. Cost $1.46 Unrealized 0.0%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $77.80 Unrealized 0.0%
WB WEIBO CORP SPONS ADR ISIN#US9485961018 0.0%
Value ($000) $0 Shares 20 Est. Cost $50.00 Unrealized
BAM BROOKFIELD ASSET MANAGEMENT LTD CL A LTD VTG SHS ISIN#CA1130041058 0.0%
Value ($000) $0 Shares 4 Est. Cost $27.10 Unrealized +40.1%
BND VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $73.50 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $24.74 Unrealized +19.8%
WRAP WRAP TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $3.37 Unrealized 0.0%
KLG WK KELLOGG CO COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $13.25 Unrealized
OBE OBSIDIAN ENERGY LTD REGISTERED SHS ISIN#CA6744822033 0.0%
Value ($000) $0 Shares 7 Est. Cost $7.30 Unrealized -4.1%
MINK THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 58 Est. Cost $2.10 Unrealized
EDIT EDITAS MEDICINE INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $8.31 Unrealized 0.0%
TUYA TUYA INC SPONSORED ADS REPSTG CL A SHS ISIN#US90114C1071 0.0%
Value ($000) $0 Shares 8 Est. Cost $1.75 Unrealized
AQB AQUABOUNTY TECHNOLOGIES INC COM PAR $0 001 0.0%
Value ($000) $0 Shares 1 Est. Cost $2.88 Unrealized -19.4%
AGENUS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.00 Unrealized
FUVV ARCIMOTO INC COM NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $0.62 Unrealized 0.0%
SVB FINL GROUP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $300.00 Unrealized
BXRXQ BAUDAX BIO INC COM PAR $0 01 0.0%
Value ($000) $0 Shares 1 Est. Cost $5.99 Unrealized -99.6%