SkyView Investment Advisors, LLC Diversified Active

Location: Shrewsbury, NJ

CIK: 0001848237 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Feb 13, 2026

Total Value: $792M (100.0% shares, 0.0% debt)

Holdings (340)

GSLC GOLDMAN SACHS ACTVBETA US LRG ETF 11.2%
Value $88.32M Shares 677,925 Share Price $130.28 Est. Cost/Share $88.65 Unrealized @ Report Date +47.0%
IVV ISHARES CORE S&P 500 ETF 6.7%
Value $52.97M Shares 79,145 Share Price $669.29 Est. Cost/Share $454.11 Unrealized @ Report Date +47.4%
JMTG JPMORGAN MORTGAGE BACKEDSE ETF 6.5%
Value $51.56M Shares 1,012,054 Share Price $50.95 Est. Cost/Share $50.95 Unrealized @ Report Date
DGRW WISDOMTREE US QLT DIV GRW ETF 5.9%
Value $47.07M Shares 529,101 Share Price $88.96 Est. Cost/Share $67.71 Unrealized @ Report Date +31.4%
MBB ISHARES MBS ETF 5.9%
Value $46.79M Shares 492,229 Share Price $95.05 Est. Cost/Share $90.39 Unrealized @ Report Date +5.3%
GSIE GOLDMAN SACHS ACTVBT INTEREQY ETF 5.3%
Value $41.76M Shares 1,015,852 Share Price $41.11 Est. Cost/Share $31.72 Unrealized @ Report Date +29.6%
IEI ISHARES 3-7 YEAR TRERY BOND ETF 4.5%
Value $35.38M Shares 296,167 Share Price $119.45 Est. Cost/Share $117.91 Unrealized @ Report Date +1.4%
IAU ISHARES GOLD ETF 4.4%
Value $35.01M Shares 481,112 Share Price $72.77 Est. Cost/Share $38.15 Unrealized @ Report Date +90.8%
NVDA NVIDIA CORP 3.5%
Value $27.62M Shares 148,029 Share Price $186.58 Est. Cost/Share $99.00 Unrealized @ Report Date +88.5%
ISHARES IBND 2025 TRM HGH YLD ETF 2.8%
Value $21.96M Shares 945,683 Share Price $23.22 Est. Cost/Share $23.24 Unrealized @ Report Date
PARTNERS GROUP PRIVATE EQUITY MASTER FUND LLC CLASS I 1.3%
Value $10.66M Shares 4,722,322 Share Price $2.26 Est. Cost/Share $3.68 Unrealized @ Report Date
IBKR INTERACTIVE BROKERS GROUCLASS A 1.3%
Value $10.04M Shares 145,914 Share Price $68.81 Est. Cost/Share $40.28 Unrealized @ Report Date +70.6%
UPWK UPWORK INC 0.9%
Value $7.472M Shares 402,394 Share Price $18.57 Est. Cost/Share $14.26 Unrealized @ Report Date +30.2%
SPY SPDR S&P 500 ETF 0.9%
Value $7.421M Shares 11,139 Share Price $666.22 Est. Cost/Share $532.25 Unrealized @ Report Date +25.2%
MSFT MICROSOFT CORP 0.9%
Value $6.996M Shares 13,506 Share Price $517.99 Est. Cost/Share $331.24 Unrealized @ Report Date +56.1%
ALLY ALLY FINL INC 0.8%
Value $6.492M Shares 165,609 Share Price $39.20 Est. Cost/Share $34.85 Unrealized @ Report Date +10.8%
RSP INVSC S P 500 EQUAL WEIGHT ETF 0.7%
Value $5.278M Shares 27,825 Share Price $189.69 Est. Cost/Share $171.94 Unrealized @ Report Date +10.3%
EWJ ISHARES MSCI JAPAN ETF 0.6%
Value $5.087M Shares 63,425 Share Price $80.20 Est. Cost/Share $61.58 Unrealized @ Report Date +30.3%
XLC COMMUNICAT SVS SLCT SEC SPDR ETF 0.6%
Value $4.738M Shares 40,028 Share Price $118.37 Est. Cost/Share $72.84 Unrealized @ Report Date +62.5%
GOOG ALPHABET INC CLASS C 0.6%
Value $4.653M Shares 19,105 Share Price $243.55 Est. Cost/Share $128.86 Unrealized @ Report Date +88.9%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.6%
Value $4.418M Shares 20,626 Share Price $214.20 Est. Cost/Share $160.80 Unrealized @ Report Date +34.2%
IEFA ISHARES CORE MSCI EAFE ETF 0.5%
Value $4.293M Shares 49,166 Share Price $87.32 Est. Cost/Share $65.91 Unrealized @ Report Date +32.5%
XLY SPDR FUND CONSUMER DISCRE SELECT ETF 0.5%
Value $4.274M Shares 17,837 Share Price $239.61 * Est. Cost/Share $86.76 Unrealized @ Report Date +38.1%
META META PLATFORMS INC-CLASS A 0.5%
Value $4.103M Shares 5,588 Share Price $734.25 Est. Cost/Share $311.94 Unrealized @ Report Date +135.2%
EME EMCOR GROUP INC 0.5%
Value $4.024M Shares 6,196 Share Price $649.45 Est. Cost/Share $174.93 Unrealized @ Report Date +271.2%
AMZN AMAZON.COM INC 0.5%
Value $3.949M Shares 17,987 Share Price $219.55 Est. Cost/Share $140.87 Unrealized @ Report Date +55.9%
XLP SPDR FUND CONSUMER STAPLES ETF 0.5%
Value $3.927M Shares 50,110 Share Price $78.37 Est. Cost/Share $81.11 Unrealized @ Report Date -3.4%
OSCR OSCAR HEALTH INC - CLASS A 0.5%
Value $3.86M Shares 203,931 Share Price $18.93 * Est. Cost/Share $16.02 Unrealized @ Report Date +2.9%
IBHF ISHARES IBONDS 2026 TERMHIGH YIELD 0.5%
Value $3.826M Shares 163,558 Share Price $23.39 Est. Cost/Share $23.28 Unrealized @ Report Date +0.5%
TSM TAIWAN SEMICONDUCTOR-SP ADR 0.5%
Value $3.764M Shares 13,476 Share Price $279.31 Est. Cost/Share $193.51 Unrealized @ Report Date +44.3%
TSLA TESLA INC 0.5%
Value $3.633M Shares 8,170 Share Price $444.68 Est. Cost/Share $264.51 Unrealized @ Report Date +68.1%
XLB SPDR FUND MATERIALS SELECT SECTR ETF 0.4%
Value $3.47M Shares 38,715 Share Price $89.63 * Est. Cost/Share $45.43 Unrealized @ Report Date -1.4%
CP CANADIAN PACIFIC KANSAS CITY 0.4%
Value $3.442M Shares 46,208 Share Price $74.49 Est. Cost/Share $78.42 Unrealized @ Report Date -5.0%
PGR PROGRESSIVE CORP OH 0.4%
Value $3.229M Shares 13,077 Share Price $246.92 * Est. Cost/Share $166.41 Unrealized @ Report Date +39.5%
CRH CRH PUBLIC LIMITED CO F 0.4%
Value $3.211M Shares 26,780 Share Price $119.90 Est. Cost/Share $95.43 Unrealized @ Report Date +25.6%
GE GE AEROSPACE 0.4%
Value $3.124M Shares 10,385 Share Price $300.82 Est. Cost/Share $98.12 Unrealized @ Report Date +206.2%
BABA ALIBABA GROUP HOLDING-SP ADR 0.4%
Value $2.799M Shares 15,663 Share Price $178.70 Est. Cost/Share $89.70 Unrealized @ Report Date +99.3%
EFV ISHARES MSCI EAFE VALUE ETF 0.3%
Value $2.707M Shares 39,905 Share Price $67.84 Est. Cost/Share $50.20 Unrealized @ Report Date +35.1%
AAPL APPLE INC 0.3%
Value $2.7M Shares 10,605 Share Price $254.60 Est. Cost/Share $219.52 Unrealized @ Report Date +15.9%
STLA STELLANTIS NV 0.3%
Value $2.592M Shares 277,466 Share Price $9.34 Est. Cost/Share $15.88 Unrealized @ Report Date
ULCC FRONTIER GROUP HOLDINGS INC 0.3%
Value $2.443M Shares 553,356 Share Price $4.41 Est. Cost/Share $7.27 Unrealized @ Report Date -39.2%
SPGI S&P GLOBAL INC 0.3%
Value $2.254M Shares 4,631 Share Price $486.72 Est. Cost/Share $388.59 Unrealized @ Report Date +25.0%
XMHQ INVESCO S AND P MIDCAP QUALTY ETF 0.3%
Value $2.206M Shares 21,015 Share Price $104.97 Est. Cost/Share $103.04 Unrealized @ Report Date +1.9%
ACGL ARCH CAPITAL GROUP LTD F 0.3%
Value $2.203M Shares 24,278 Share Price $90.74 Est. Cost/Share $72.67 Unrealized @ Report Date +24.8%
XLK TECHNOLOGY SELECT SECTORSPDR ETF 0.3%
Value $2.196M Shares 7,790 Share Price $281.90 * Est. Cost/Share $71.01 Unrealized @ Report Date +98.5%
DIA SPDR DOW JONES INDUSTRIAL AVRG ETF 0.3%
Value $2.132M Shares 4,598 Share Price $463.68 Est. Cost/Share $450.71 Unrealized @ Report Date +2.9%
EFA ISHARES MSCI EAFE ETF 0.3%
Value $2.106M Shares 22,553 Share Price $93.38 Est. Cost/Share $78.82 Unrealized @ Report Date +18.5%
BMNR BITMINE IMMERSION TECHNOLOGI 0.3%
Value $2.077M Shares 40,000 Share Price $51.92 Est. Cost/Share $50.65 Unrealized @ Report Date +2.5%
LIN LINDE PLC F 0.3%
Value $2.046M Shares 4,307 Share Price $475.04 Est. Cost/Share $440.15 Unrealized @ Report Date +7.5%
SSD SIMPSON MFG INC 0.3%
Value $2.042M Shares 12,191 Share Price $167.50 * Est. Cost/Share $127.79 Unrealized @ Report Date +39.5%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.3%
Value $2.008M Shares 4,286 Share Price $468.50 * Est. Cost/Share $70.72 Unrealized @ Report Date +65.6%
PAAA PGIM AAA CLO ETF 0.3%
Value $2M Shares 38,834 Share Price $51.50 Est. Cost/Share $51.39 Unrealized @ Report Date +0.2%
V VISA INC-CLASS A SHARES 0.3%
Value $1.988M Shares 5,824 Share Price $341.35 Est. Cost/Share $232.04 Unrealized @ Report Date +46.8%
SHY ISHARES 1-3 YEAR TREASURY BO 0.2%
Value $1.941M Shares 23,399 Share Price $82.95 Est. Cost/Share $82.34 Unrealized @ Report Date +0.8%
PRI PRIMERICA INC 0.2%
Value $1.914M Shares 6,896 Share Price $277.55 Est. Cost/Share $172.60 Unrealized @ Report Date +60.8%
TJX TJX COS INC NEW 0.2%
Value $1.726M Shares 11,941 Share Price $144.54 Est. Cost/Share $98.26 Unrealized @ Report Date +46.7%
GEHC GE HEALTHCARE TECHNOLOGY 0.2%
Value $1.696M Shares 22,585 Share Price $75.09 Est. Cost/Share $84.88 Unrealized @ Report Date -11.6%
AMG AFFILIATED MANAGERS GROU 0.2%
Value $1.69M Shares 7,089 Share Price $238.40 * Est. Cost/Share $160.82 Unrealized @ Report Date +37.0%
SYY SYSCO CORP 0.2%
Value $1.632M Shares 19,821 Share Price $82.34 Est. Cost/Share $71.09 Unrealized @ Report Date +14.2%
GPGI COMPOSECURE INC CMN CLASS A 0.2%
Value $1.618M Shares 77,703 Share Price $20.82 Est. Cost/Share $12.72 Unrealized @ Report Date +63.7%
FCN FTI CONSULTING INC 0.2%
Value $1.614M Shares 9,982 Share Price $161.69 * Est. Cost/Share $164.83 Unrealized @ Report Date +0.8%
WTS WATTS WATER TECHNOLOGIESCLASS A 0.2%
Value $1.607M Shares 5,753 Share Price $279.33 Est. Cost/Share $203.01 Unrealized @ Report Date +37.6%
USFD US FOODS HLDG CORP 0.2%
Value $1.596M Shares 20,826 Share Price $76.63 Est. Cost/Share $51.25 Unrealized @ Report Date +49.5%
SAFRY SAFRAN FSPONSORED ADR 1 ADR REP 0.25 ORD SHS 0.2%
Value $1.589M Shares 17,998 Share Price $88.29 Est. Cost/Share $66.21 Unrealized @ Report Date
RNR RENAISSANCERE HOLDINGS F 0.2%
Value $1.573M Shares 6,195 Share Price $253.91 * Est. Cost/Share $266.38 Unrealized @ Report Date -9.1%
CLVT CLARIVATE PLC F 0.2%
Value $1.562M Shares 407,898 Share Price $3.83 * Est. Cost/Share $6.84 Unrealized @ Report Date -38.6%
CLOA ISHARES AAA CLO ACT ETF-USDI 0.2%
Value $1.559M Shares 30,000 Share Price $51.97 Est. Cost/Share $51.97 Unrealized @ Report Date
ORCL ORACLE CORP 0.2%
Value $1.55M Shares 5,513 Share Price $281.15 Est. Cost/Share $124.44 Unrealized @ Report Date +125.6%
POST POST HLDGS INC 0.2%
Value $1.546M Shares 14,384 Share Price $107.48 Est. Cost/Share $98.05 Unrealized @ Report Date +9.6%
AVGO BROADCOM INC 0.2%
Value $1.523M Shares 4,617 Share Price $329.87 Est. Cost/Share $185.74 Unrealized @ Report Date +77.3%
GOOGL ALPHABET INC CLASS CLASS A 0.2%
Value $1.512M Shares 6,221 Share Price $243.05 Est. Cost/Share $161.70 Unrealized @ Report Date +50.2%
MCD MCDONALDS CORP 0.2%
Value $1.503M Shares 4,947 Share Price $303.82 Est. Cost/Share $290.40 Unrealized @ Report Date +4.0%
SE SEA LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value $1.475M Shares 8,255 Share Price $178.68 Est. Cost/Share $124.01 Unrealized @ Report Date +44.1%
GFF GRIFFON CORP 0.2%
Value $1.433M Shares 18,826 Share Price $76.12 Est. Cost/Share $38.39 Unrealized @ Report Date +97.8%
CVCO CAVCO INDUSTRIES INC 0.2%
Value $1.402M Shares 2,414 Share Price $580.78 * Est. Cost/Share $382.99 Unrealized @ Report Date +27.7%
UTI UNIVERSAL TECHNICAL INSTITUT 0.2%
Value $1.387M Shares 42,608 Share Price $32.55 * Est. Cost/Share $20.94 Unrealized @ Report Date +40.4%
RACE FERRARI N V NEW F 0.2%
Value $1.364M Shares 2,812 Share Price $485.06 Est. Cost/Share $394.65 Unrealized @ Report Date +22.9%
VZ VERIZON COMMUNICATIONS I 0.2%
Value $1.363M Shares 61,010 Share Price $22.34 * Est. Cost/Share $40.11 Unrealized @ Report Date +7.7%
PEP PEPSICO INC 0.2%
Value $1.349M Shares 9,605 Share Price $140.45 Est. Cost/Share $151.95 Unrealized @ Report Date -8.5%
GOLF ACUSHNET HLDGS CORP 0.2%
Value $1.349M Shares 17,187 Share Price $78.49 Est. Cost/Share $49.62 Unrealized @ Report Date +58.2%
FCNCA FIRST CTZNS BANCSHARES ICLASS A 0.2%
Value $1.335M Shares 746 Share Price $1789.54 Est. Cost/Share $1533.08 Unrealized @ Report Date +16.6%
MHVIY MITSUBISHI HEAVY INDS FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value $1.312M Shares 50,484 Share Price $25.99 Est. Cost/Share $17.10 Unrealized @ Report Date
USFR WISDOMTREE FLOATING RATETREASRY ETF 0.2%
Value $1.307M Shares 25,996 Share Price $50.28 Est. Cost/Share $50.38 Unrealized @ Report Date -0.2%
UNH UNITEDHEALTH GROUP INC 0.2%
Value $1.285M Shares 3,720 Share Price $345.43 Est. Cost/Share $548.85 Unrealized @ Report Date -37.5%
MA MASTERCARD INC - A 0.2%
Value $1.276M Shares 2,243 Share Price $568.88 Est. Cost/Share $378.43 Unrealized @ Report Date +50.1%
SLV ISHARES SILVER TRUST 0.2%
Value $1.271M Shares 30,000 Share Price $42.37 Est. Cost/Share $22.77 Unrealized @ Report Date +86.1%
FLUT FLUTTER ENTMT PLC F 0.2%
Value $1.264M Shares 4,977 Share Price $253.97 * Est. Cost/Share $252.92 Unrealized @ Report Date +15.7%
RBC RBC BEARINGS INC 0.2%
Value $1.257M Shares 3,221 Share Price $390.25 Est. Cost/Share $275.61 Unrealized @ Report Date +41.2%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value $1.216M Shares 5,975 Share Price $203.51 Est. Cost/Share $169.21 Unrealized @ Report Date +20.3%
RTMVY RIGHTMOVE PLC FFORWARD SPLIT WITH STOCK SPLIT SHARES 0.2%
Value $1.195M Shares 62,944 Share Price $18.99 Est. Cost/Share $16.28 Unrealized @ Report Date
PFE PFIZER INC 0.1%
Value $1.186M Shares 46,552 Share Price $25.48 Est. Cost/Share $24.77 Unrealized @ Report Date +1.1%
MC MOELIS & CO CLASS A 0.1%
Value $1.184M Shares 16,607 Share Price $71.30 * Est. Cost/Share $52.30 Unrealized @ Report Date +33.3%
NKE NIKE INC CLASS CLASS B 0.1%
Value $1.151M Shares 16,501 Share Price $69.75 Est. Cost/Share $75.58 Unrealized @ Report Date -8.3%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.1%
Value $1.148M Shares 11,500 Share Price $99.83 Est. Cost/Share $61.64 Unrealized @ Report Date +61.9%
CRVL CORVEL CORP 0.1%
Value $1.128M Shares 14,575 Share Price $77.39 * Est. Cost/Share $101.86 Unrealized @ Report Date -12.4%
IBTH ISHARES IBONDS DEC 2027 TERM 0.1%
Value $1.126M Shares 50,000 Share Price $22.52 Est. Cost/Share $22.44 Unrealized @ Report Date +0.3%
ASML ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value $1.125M Shares 1,162 Share Price $968.16 Est. Cost/Share $728.09 Unrealized @ Report Date +33.0%
BK BANK NEW YORK MELLON COR 0.1%
Value $1.122M Shares 10,298 Share Price $108.95 Est. Cost/Share $55.45 Unrealized @ Report Date +95.5%
ICLR ICON PLC F 0.1%
Value $1.121M Shares 6,403 Share Price $175.07 * Est. Cost/Share $258.53 Unrealized @ Report Date -35.3%
BBW BUILD-A-BEAR WORKSHOP INC 0.1%
Value $1.119M Shares 17,156 Share Price $65.22 Est. Cost/Share $23.45 Unrealized @ Report Date +176.9%
GFL GFL ENVIRONMENTAL INC F 0.1%
Value $1.108M Shares 23,394 Share Price $47.36 Est. Cost/Share $43.76 Unrealized @ Report Date +8.3%
ASMIY ASM INTERNTNL NV ADR FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value $1.106M Shares 1,840 Share Price $601.09 Est. Cost/Share $456.91 Unrealized @ Report Date
MU MICRON TECHNOLOGY INC 0.1%
Value $1.105M Shares 6,605 Share Price $167.30 Est. Cost/Share $93.83 Unrealized @ Report Date +78.1%
AZN ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.1%
Value $1.104M Shares 14,387 Share Price $76.74 Est. Cost/Share $66.01 Unrealized @ Report Date
MDY SPDR S&P MIDCAP 400 ETF TRST 0.1%
Value $1.103M Shares 1,850 Share Price $596.22 Est. Cost/Share $555.80 Unrealized @ Report Date +7.2%
PRKS UNITED PARKS AND RES 0.1%
Value $1.103M Shares 21,327 Share Price $51.72 Est. Cost/Share $54.37 Unrealized @ Report Date -4.9%
LPLA LPL FINL HLDGS INC 0.1%
Value $1.096M Shares 3,294 Share Price $332.73 Est. Cost/Share $258.51 Unrealized @ Report Date +28.7%
TXN TEXAS INSTRS INC 0.1%
Value $1.092M Shares 5,942 Share Price $183.78 Est. Cost/Share $192.34 Unrealized @ Report Date -5.3%
GGG GRACO INC 0.1%
Value $1.077M Shares 12,682 Share Price $84.92 Est. Cost/Share $85.50 Unrealized @ Report Date -1.3%
CPNG COUPANG INC CLASS A 0.1%
Value $1.075M Shares 33,387 Share Price $32.20 * Est. Cost/Share $24.46 Unrealized @ Report Date +23.6%
CMI CUMMINS INC 0.1%
Value $1.068M Shares 2,528 Share Price $422.47 Est. Cost/Share $257.65 Unrealized @ Report Date +63.2%
SPOT SPOTIFY TECHNOLOGY S A F 0.1%
Value $1.033M Shares 1,480 Share Price $697.97 Est. Cost/Share $434.04 Unrealized @ Report Date +60.8%
NOA NORTH AMERN CONSTR GRO F 0.1%
Value $1.032M Shares 72,661 Share Price $14.20 Est. Cost/Share $21.46 Unrealized @ Report Date -33.8%
DDOG DATADOG INC CLASS A 0.1%
Value $1.032M Shares 7,250 Share Price $142.34 Est. Cost/Share $101.76 Unrealized @ Report Date +39.9%
CBRE CBRE GROUP INC CLASS A 0.1%
Value $1.026M Shares 6,513 Share Price $157.53 Est. Cost/Share $131.27 Unrealized @ Report Date +20.0%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value $1.02M Shares 5,060 Share Price $201.58 Est. Cost/Share $218.13 Unrealized @ Report Date -8.0%
NVO NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value $1.019M Shares 18,357 Share Price $55.51 Est. Cost/Share $81.76 Unrealized @ Report Date -32.1%
NU NU HLDGS LTD FCLASS A 0.1%
Value $1.013M Shares 63,278 Share Price $16.01 Est. Cost/Share $13.12 Unrealized @ Report Date +22.0%
RTO RENTOKIL INITIAL PLC-SP ADR 0.1%
Value $1.013M Shares 40,130 Share Price $25.24 Est. Cost/Share $25.30 Unrealized @ Report Date
KO THE COCA-COLA CO 0.1%
Value $1.007M Shares 15,177 Share Price $66.35 Est. Cost/Share $63.57 Unrealized @ Report Date +3.6%
CHRW C H ROBINSON WORLDWIDE I 0.1%
Value $1.006M Shares 7,598 Share Price $132.40 Est. Cost/Share $88.65 Unrealized @ Report Date +48.8%
TTC TORO CO 0.1%
Value $1.004M Shares 13,169 Share Price $76.24 Est. Cost/Share $89.14 Unrealized @ Report Date -14.5%
BAC BANK OF AMERICA CORP 0.1%
Value $997K Shares 19,329 Share Price $51.58 Est. Cost/Share $35.52 Unrealized @ Report Date +44.5%
EXTR EXTREME NETWORKS INC 0.1%
Value $992K Shares 48,018 Share Price $20.66 * Est. Cost/Share $16.47 Unrealized @ Report Date +20.6%
DHR DANAHER CORP 0.1%
Value $992K Shares 5,006 Share Price $198.16 Est. Cost/Share $241.06 Unrealized @ Report Date -17.9%
PG PROCTER & GAMBLE CO 0.1%
Value $988K Shares 6,429 Share Price $153.68 Est. Cost/Share $165.61 Unrealized @ Report Date -7.9%
ARLO ARLO TECHNOLOGIES INC 0.1%
Value $978K Shares 57,713 Share Price $16.95 Est. Cost/Share $10.64 Unrealized @ Report Date +59.7%
GILD GILEAD SCIENCES INC 0.1%
Value $974K Shares 8,773 Share Price $111.02 Est. Cost/Share $72.45 Unrealized @ Report Date +52.2%
GENI GENIUS SPORTS LTD F 0.1%
Value $967K Shares 78,116 Share Price $12.38 Est. Cost/Share $8.47 Unrealized @ Report Date +46.2%
DHI D R HORTON INC 0.1%
Value $962K Shares 5,676 Share Price $169.49 Est. Cost/Share $146.51 Unrealized @ Report Date +15.3%
BAESY BAE SYS PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS 0.1%
Value $953K Shares 8,534 Share Price $111.67 Est. Cost/Share $82.25 Unrealized @ Report Date
WM WASTE MGMT INC DEL 0.1%
Value $950K Shares 4,301 Share Price $220.88 Est. Cost/Share $212.15 Unrealized @ Report Date +3.7%
SYK STRYKER CORP 0.1%
Value $945K Shares 2,555 Share Price $369.86 Est. Cost/Share $367.03 Unrealized @ Report Date +0.5%
CB CHUBB LTD F 0.1%
Value $930K Shares 3,296 Share Price $282.16 Est. Cost/Share $281.04 Unrealized @ Report Date +0.4%
DE DEERE & CO 0.1%
Value $920K Shares 2,012 Share Price $457.26 Est. Cost/Share $398.46 Unrealized @ Report Date +14.4%
HON HONEYWELL INTL INC 0.1%
Value $909K Shares 4,319 Share Price $210.47 * Est. Cost/Share $203.18 Unrealized @ Report Date -2.9%
PHIN PHINIA INC 0.1%
Value $907K Shares 15,774 Share Price $57.50 Est. Cost/Share $48.07 Unrealized @ Report Date +19.0%
AXP AMERICAN EXPRESS CO 0.1%
Value $907K Shares 2,371 Share Price $382.54 * Est. Cost/Share $177.90 Unrealized @ Report Date +85.8%
C CITIGROUP INC 0.1%
Value $904K Shares 8,907 Share Price $101.49 Est. Cost/Share $65.92 Unrealized @ Report Date +53.1%
PRSU PURSUIT ATTRACTIONS AND HOSPITALITY INC CMN 0.1%
Value $896K Shares 24,774 Share Price $36.17 Est. Cost/Share $35.46 Unrealized @ Report Date +2.0%
FISV FISERV INC 0.1%
Value $884K Shares 6,854 Share Price $128.98 Est. Cost/Share $161.37 Unrealized @ Report Date -20.1%
ACN ACCENTURE PLC IRELAND FCLASS A 0.1%
Value $882K Shares 3,578 Share Price $246.51 Est. Cost/Share $353.52 Unrealized @ Report Date -30.2%
KAI KADANT INC 0.1%
Value $878K Shares 2,951 Share Price $297.53 Est. Cost/Share $357.96 Unrealized @ Report Date -17.1%
PRF INVESCO RAFI US 1000 ETF 0.1%
Value $869K Shares 19,217 Share Price $45.22 Est. Cost/Share $36.39 Unrealized @ Report Date +24.2%
ROST ROSS STORES INC 0.1%
Value $868K Shares 5,693 Share Price $152.47 Est. Cost/Share $112.35 Unrealized @ Report Date +35.3%
EXPGY EXPERIAN PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value $863K Shares 17,188 Share Price $50.21 Est. Cost/Share $46.43 Unrealized @ Report Date
UFPI UFP INDS INC 0.1%
Value $843K Shares 9,019 Share Price $93.47 * Est. Cost/Share $125.95 Unrealized @ Report Date -19.8%
SBGSY SCHNEIDER ELEC SA FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS 0.1%
Value $839K Shares 14,974 Share Price $56.03 Est. Cost/Share $45.92 Unrealized @ Report Date
TGOPY 3I GROUP PLC FUNSPONSORED ADR 1 ADR REP 0.25 ORD SHS 0.1%
Value $834K Shares 59,618 Share Price $13.99 Est. Cost/Share $11.94 Unrealized @ Report Date
RPG INVSC S P 500 PURE GROWTH ETF 0.1%
Value $832K Shares 17,433 Share Price $47.73 Est. Cost/Share $36.83 Unrealized @ Report Date
ADYEY ADYEN N V F 0.1%
Value $826K Shares 51,676 Share Price $15.98 Est. Cost/Share $15.28 Unrealized @ Report Date
SCHW CHARLES SCHWAB CORP 0.1%
Value $815K Shares 8,539 Share Price $95.44 Est. Cost/Share $74.09 Unrealized @ Report Date +28.5%
CNH CNH INDL N V F 0.1%
Value $815K Shares 75,079 Share Price $10.86 Est. Cost/Share $11.25 Unrealized @ Report Date -3.6%
FHB FIRST HAWAIIAN INC 0.1%
Value $805K Shares 32,420 Share Price $24.83 * Est. Cost/Share $22.64 Unrealized @ Report Date +7.4%
UBS UBS GROUP AG F 0.1%
Value $804K Shares 19,617 Share Price $40.98 * Est. Cost/Share $31.79 Unrealized @ Report Date +22.2%
FGMC FG MERGER II CORP 0.1%
Value $798K Shares 79,874 Share Price $9.99 Est. Cost/Share $9.72 Unrealized @ Report Date +2.8%
IBAC IB ACQUISITION CORP. CMN 0.1%
Value $794K Shares 75,000 Share Price $10.59 Est. Cost/Share $9.97 Unrealized @ Report Date +5.4%
SNDL SNDL INC F 0.1%
Value $793K Shares 295,781 Share Price $2.68 Est. Cost/Share $1.92 Unrealized @ Report Date +39.6%
MANH MANHATTAN ASSOCS INC 0.1%
Value $780K Shares 3,807 Share Price $204.89 Est. Cost/Share $169.21 Unrealized @ Report Date +21.1%
LSTR LANDSTAR SYS INC 0.1%
Value $772K Shares 6,299 Share Price $122.56 Est. Cost/Share $185.47 Unrealized @ Report Date
SPG SIMON PPTY GROUP INC NEWREIT 0.1%
Value $766K Shares 4,079 Share Price $187.79 Est. Cost/Share $136.84 Unrealized @ Report Date +35.5%
STE STERIS PLC F 0.1%
Value $762K Shares 3,081 Share Price $247.32 Est. Cost/Share $221.54 Unrealized @ Report Date +11.7%
TAP MOLSON COORS BEVERAG B CLASS B 0.1%
Value $752K Shares 16,615 Share Price $45.26 Est. Cost/Share $58.38 Unrealized @ Report Date -23.3%
JUST GOLDMAN SACHS JUST US LRG CP EQ ETF 0.1%
Value $745K Shares 7,939 Share Price $93.84 Est. Cost/Share $75.09 Unrealized @ Report Date
WLY WILEY JOHN & SONS INC CLASS A 0.1%
Value $734K Shares 18,145 Share Price $40.45 * Est. Cost/Share $46.05 Unrealized @ Report Date -14.2%
CLBT CELLEBRITE DI LTD FCLASS A 0.1%
Value $721K Shares 38,911 Share Price $18.53 Est. Cost/Share $19.18 Unrealized @ Report Date -3.4%
APAM ARTISAN PARTNERS ASSET MCLASS A 0.1%
Value $713K Shares 16,437 Share Price $43.38 Est. Cost/Share $40.04 Unrealized @ Report Date +7.9%
IYW ISHARES US TECHNOLOGY ETF 0.1%
Value $706K Shares 3,606 Share Price $195.78 Est. Cost/Share $158.23 Unrealized @ Report Date +23.8%
LOMA LOMA NEGRA CORP FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.1%
Value $704K Shares 95,573 Share Price $7.37 Est. Cost/Share $11.43 Unrealized @ Report Date -35.5%
FERG FERGUSON ENTERPRISES INC 0.1%
Value $698K Shares 3,110 Share Price $224.44 Est. Cost/Share $195.96 Unrealized @ Report Date +14.1%
A AGILENT TECHNOLOGIES INC 0.1%
Value $698K Shares 5,437 Share Price $128.38 Est. Cost/Share $135.52 Unrealized @ Report Date -5.3%
PAR PAR TECHNOLOGY CORP/DEL 0.1%
Value $688K Shares 17,379 Share Price $39.59 Est. Cost/Share $67.84 Unrealized @ Report Date -41.7%
EEFT EURONET WORLDWIDE INC 0.1%
Value $687K Shares 7,822 Share Price $87.83 Est. Cost/Share $105.06 Unrealized @ Report Date -16.4%
UNP UNION PAC CORP 0.1%
Value $685K Shares 2,898 Share Price $236.37 Est. Cost/Share $230.19 Unrealized @ Report Date +2.1%
BALL BALL CORP 0.1%
Value $684K Shares 13,566 Share Price $50.42 Est. Cost/Share $59.26 Unrealized @ Report Date -15.3%
LRLCY L OREAL S A FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS 0.1%
Value $673K Shares 7,765 Share Price $86.67 Est. Cost/Share $74.36 Unrealized @ Report Date
IBN ICICI BK LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.1%
Value $663K Shares 21,920 Share Price $30.25 Est. Cost/Share $29.06 Unrealized @ Report Date +4.0%
INSE INSPIRED ENTMT INC 0.1%
Value $662K Shares 70,540 Share Price $9.38 * Est. Cost/Share $10.38 Unrealized @ Report Date -13.1%
MDXG MIMEDX GROUP INC 0.1%
Value $630K Shares 90,257 Share Price $6.98 Est. Cost/Share $7.73 Unrealized @ Report Date -9.7%
LW LAMB WESTON HLDGS INC 0.1%
Value $626K Shares 10,781 Share Price $58.07 * Est. Cost/Share $69.94 Unrealized @ Report Date -22.5%
ETHA ISHARES ETHEREUM TRUST ETF 0.1%
Value $614K Shares 19,500 Share Price $31.49 Est. Cost/Share $29.67 Unrealized @ Report Date +6.2%
TDAY GANNETT CO INC NEW 0.1%
Value $590K Shares 142,739 Share Price $4.13 * Est. Cost/Share $5.18 Unrealized @ Report Date -22.5%
BSJQ INVESCO BULLETSHARES 2026 HY 0.1%
Value $585K Shares 25,000 Share Price $23.40 Est. Cost/Share $23.38 Unrealized @ Report Date +0.1%
AON AON PLC FCLASS A 0.1%
Value $583K Shares 1,635 Share Price $356.57 Est. Cost/Share $309.37 Unrealized @ Report Date +15.3%
ETHMU DYNAMIX CORP (CAYMAN ISLANDS) UNIT 0.1%
Value $575K Shares 50,000 Share Price $11.50 Est. Cost/Share $11.50 Unrealized @ Report Date
ENR ENERGIZER HLDGS INC NEW 0.1%
Value $573K Shares 23,040 Share Price $24.87 Est. Cost/Share $27.51 Unrealized @ Report Date -8.3%
FIS FIDELITY NATL INFORMATIO 0.1%
Value $570K Shares 8,650 Share Price $65.90 Est. Cost/Share $83.23 Unrealized @ Report Date -21.3%
CLH CLEAN HBRS INC 0.1%
Value $562K Shares 2,418 Share Price $232.42 Est. Cost/Share $247.25 Unrealized @ Report Date -6.1%
BIO BIO RAD LABORATORIES INCCLASS A 0.1%
Value $561K Shares 1,999 Share Price $280.64 * Est. Cost/Share $336.16 Unrealized @ Report Date -19.0%
RLI RLI CORP 0.1%
Value $556K Shares 8,528 Share Price $65.20 Est. Cost/Share $69.92 Unrealized @ Report Date -6.7%
GPN GLOBAL PMTS INC 0.1%
Value $553K Shares 6,655 Share Price $83.10 Est. Cost/Share $121.48 Unrealized @ Report Date -31.8%
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.1%
Value $553K Shares 5,943 Share Price $93.05 Est. Cost/Share $78.78 Unrealized @ Report Date +18.0%
ENB ENBRIDGE INC F 0.1%
Value $547K Shares 10,846 Share Price $50.43 Est. Cost/Share $41.43 Unrealized @ Report Date +20.2%
SUSL ISHARES ESG MSCI USA LEADERS ETF IV 0.1%
Value $546K Shares 4,666 Share Price $117.02 Est. Cost/Share $89.25 Unrealized @ Report Date +31.1%
CLS CELESTICA INC EQUITY FCLASS EQUITY 0.1%
Value $543K Shares 2,205 Share Price $246.26 Est. Cost/Share $106.30 Unrealized @ Report Date +131.8%
NXDR NEXTDOOR HOLDINGS INC CMN 0.1%
Value $541K Shares 258,647 Share Price $2.09 * Est. Cost/Share $2.43 Unrealized @ Report Date -20.1%
MELI MERCADOLIBRE INC 0.1%
Value $538K Shares 230 Share Price $2339.13 Est. Cost/Share $1955.44 Unrealized @ Report Date +19.5%
FDS FACTSET RESH SYS INC 0.1%
Value $533K Shares 1,861 Share Price $286.41 Est. Cost/Share $448.94 Unrealized @ Report Date -36.4%
TIPT TIPTREE INC REIT 0.1%
Value $531K Shares 27,695 Share Price $19.17 * Est. Cost/Share $20.98 Unrealized @ Report Date +6.2%
ABBV ABBVIE INC 0.1%
Value $531K Shares 2,295 Share Price $231.37 Est. Cost/Share $188.64 Unrealized @ Report Date +21.9%
CMPGY COMPASS GROUP PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value $530K Shares 15,434 Share Price $34.34 Est. Cost/Share $33.23 Unrealized @ Report Date
HILLENBRAND INC 0.1%
Value $528K Shares 19,538 Share Price $27.02 Est. Cost/Share $44.89 Unrealized @ Report Date
GS GOLDMAN SACHS GROUP INC 0.1%
Value $527K Shares 662 Share Price $796.07 Est. Cost/Share $334.54 Unrealized @ Report Date +136.9%
APP APPLOVIN CORP-CLASS A 0.1%
Value $521K Shares 725 Share Price $718.62 Est. Cost/Share $324.21 Unrealized @ Report Date +121.6%
MNDY MONDAY COM LTD F 0.1%
Value $510K Shares 2,634 Share Price $193.62 * Est. Cost/Share $275.72 Unrealized @ Report Date -16.5%
WCN WASTE CONNECTIONS INC F 0.1%
Value $510K Shares 2,903 Share Price $175.68 Est. Cost/Share $161.83 Unrealized @ Report Date +8.6%
JNJ JOHNSON & JOHNSON 0.1%
Value $508K Shares 2,742 Share Price $185.27 Est. Cost/Share $153.63 Unrealized @ Report Date +19.9%
TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value $506K Shares 8,471 Share Price $59.73 Est. Cost/Share $64.42 Unrealized @ Report Date
TRUECAR INC 0.1%
Value $505K Shares 274,415 Share Price $1.84 Est. Cost/Share $3.08 Unrealized @ Report Date
NGG NTNL GRID PLC ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.1%
Value $505K Shares 6,947 Share Price $72.69 Est. Cost/Share $61.35 Unrealized @ Report Date +18.4%
DY DYCOM INDUSTRIES INC 0.1%
Value $502K Shares 1,719 Share Price $292.03 Est. Cost/Share $92.92 Unrealized @ Report Date +214.0%
CNQ CANADIAN NAT RES LTD F 0.1%
Value $501K Shares 15,671 Share Price $31.97 Est. Cost/Share $32.21 Unrealized @ Report Date -0.8%
CNGL CANNA-GLOBAL ACQUISITIO-CL A 0.1%
Value $497K Shares 71,000 Share Price $7.00 * Est. Cost/Share $11.06 Unrealized @ Report Date -2.9%
PNC PNC FINL SERVICES 0.1%
Value $494K Shares 2,457 Share Price $201.06 Est. Cost/Share $178.43 Unrealized @ Report Date +11.6%
MCO MOODYS CORP 0.1%
Value $492K Shares 1,033 Share Price $476.28 Est. Cost/Share $332.33 Unrealized @ Report Date +43.1%
FGMCU FG MERGER II CORP 0.1%
Value $490K Shares 47,422 Share Price $10.33 Est. Cost/Share $10.12 Unrealized @ Report Date
OAKU OAK WOODS ACQUISITION CORPORATION CMN 0.1%
Value $480K Shares 40,000 Share Price $12.00 Est. Cost/Share $10.98 Unrealized @ Report Date +9.3%
USB US BANCORP DEL 0.1%
Value $475K Shares 9,834 Share Price $48.30 Est. Cost/Share $44.49 Unrealized @ Report Date +7.6%
XEL XCEL ENERGY INC 0.1%
Value $463K Shares 5,741 Share Price $80.65 Est. Cost/Share $66.02 Unrealized @ Report Date +21.2%
PEW GRABAGUN DIGITAL HOLDINGS INC. CMN 0.1%
Value $455K Shares 97,586 Share Price $4.66 Est. Cost/Share $7.81 Unrealized @ Report Date -40.3%
CVX CHEVRON CORP NEW 0.1%
Value $451K Shares 2,904 Share Price $155.30 Est. Cost/Share $150.48 Unrealized @ Report Date +2.1%
ESTA ESTABLISHMENT LABS HOLDINGS 0.1%
Value $451K Shares 11,000 Share Price $41.00 Est. Cost/Share $48.03 Unrealized @ Report Date -15.0%
BTI BRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value $447K Shares 8,412 Share Price $53.14 Est. Cost/Share $44.91 Unrealized @ Report Date +18.2%
XOM EXXON MOBIL CORP 0.1%
Value $433K Shares 3,842 Share Price $112.70 Est. Cost/Share $106.35 Unrealized @ Report Date +5.1%
HELO JPMORGN HEDGD EQTY LAD OVRLY ETF 0.1%
Value $430K Shares 6,608 Share Price $65.07 Est. Cost/Share $65.07 Unrealized @ Report Date
VITAL ENERGY INC 0.1%
Value $427K Shares 25,275 Share Price $16.89 Est. Cost/Share $45.47 Unrealized @ Report Date
PLD PROLOGIS INC REIT 0.1%
Value $423K Shares 3,692 Share Price $114.57 Est. Cost/Share $110.94 Unrealized @ Report Date +2.4%
RHLD RESOLUTE HOLDINGS MANAGEMENT, INC. CMN 0.1%
Value $421K Shares 5,834 Share Price $72.16 * Est. Cost/Share $54.08 Unrealized @ Report Date 0.0%
SNY SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.1%
Value $416K Shares 8,821 Share Price $47.16 Est. Cost/Share $54.13 Unrealized @ Report Date -12.8%
RBLX ROBLOX CORP 0.1%
Value $416K Shares 3,000 Share Price $138.67 Est. Cost/Share $78.55 Unrealized @ Report Date +76.3%
FORL FOUR LEAF ACQUISITION CORPORATION CMN 0.1%
Value $411K Shares 35,000 Share Price $11.74 * Est. Cost/Share $10.86 Unrealized @ Report Date +5.8%
AMGN AMGEN INC 0.1%
Value $404K Shares 1,431 Share Price $282.32 Est. Cost/Share $286.16 Unrealized @ Report Date -2.1%
RDDT REDDIT INC-CL A 0.1%
Value $397K Shares 1,727 Share Price $229.88 * Est. Cost/Share $114.79 Unrealized @ Report Date +77.8%
TFC TRUIST FINL CORP 0.1%
Value $396K Shares 8,671 Share Price $45.67 Est. Cost/Share $43.01 Unrealized @ Report Date +5.1%
MTZ MASTEC INC 0.0%
Value $393K Shares 1,848 Share Price $212.66 Est. Cost/Share $76.04 Unrealized @ Report Date +179.8%
AZO AUTOZONE INC 0.0%
Value $386K Shares 90 Share Price $4288.89 Est. Cost/Share $2653.45 Unrealized @ Report Date +61.7%
ANPMF ANDEAN PRECIOUS METALS CORP 0.0%
Value $368K Shares 61,804 Share Price $5.95 * Est. Cost/Share $0.60 Unrealized @ Report Date +526.8%
O REALTY INCOME CORP REIT 0.0%
Value $366K Shares 6,014 Share Price $60.86 Est. Cost/Share $52.79 Unrealized @ Report Date +13.0%
FE FIRSTENERGY CORP 0.0%
Value $362K Shares 7,911 Share Price $45.76 Est. Cost/Share $40.50 Unrealized @ Report Date +12.0%
IBHG ISHS IBND 2027 TRM HGH YLD INCM ETF 0.0%
Value $345K Shares 15,321 Share Price $22.52 Est. Cost/Share $22.45 Unrealized @ Report Date +0.2%
DUK DUKE ENERGY CORP NEW 0.0%
Value $342K Shares 2,763 Share Price $123.78 Est. Cost/Share $110.55 Unrealized @ Report Date +11.0%
BMO BANK MONTREAL QUE F 0.0%
Value $339K Shares 2,599 Share Price $130.43 * Est. Cost/Share $96.38 Unrealized @ Report Date +22.5%
TRP TC ENERGY CORP F 0.0%
Value $329K Shares 6,050 Share Price $54.38 Est. Cost/Share $45.47 Unrealized @ Report Date +19.7%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value $323K Shares 984 Share Price $328.25 Est. Cost/Share $222.40 Unrealized @ Report Date +47.6%
XPOF XPONENTIAL FITNESS INC-A 0.0%
Value $317K Shares 40,712 Share Price $7.79 * Est. Cost/Share $12.97 Unrealized @ Report Date -29.7%
AMCOR PLC F 0.0%
Value $310K Shares 37,873 Share Price $8.19 * Est. Cost/Share $9.22 Unrealized @ Report Date -2.7%
HBAN HUNTINGTON BANCSHARES IN 0.0%
Value $305K Shares 17,648 Share Price $17.28 Est. Cost/Share $15.51 Unrealized @ Report Date +10.4%
FLCG FEDERATED HME MDT LAR GRW ETF NAV CF 0.0%
Value $304K Shares 9,314 Share Price $32.64 Est. Cost/Share $25.77 Unrealized @ Report Date
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $302K Shares 2,686 Share Price $112.43 Est. Cost/Share $98.44 Unrealized @ Report Date +13.4%
TEAM ATLASSIAN CORP CLASS A 0.0%
Value $302K Shares 1,890 Share Price $159.79 * Est. Cost/Share $170.63 Unrealized @ Report Date +6.0%
ETHZILLA CORP 0.0%
Value $301K Shares 125,000 Share Price $2.41 Est. Cost/Share $2.41 Unrealized @ Report Date
IYJ ISHARES US INDUSTRIALS ETF 0.0%
Value $299K Shares 2,050 Share Price $145.85 Est. Cost/Share $137.58 Unrealized @ Report Date +6.0%
CEG CONSTELLATION ENERGY 0.0%
Value $296K Shares 900 Share Price $328.89 Est. Cost/Share $263.84 Unrealized @ Report Date +24.6%
VLRS CONTROLADORA VUELA COM FSPONSORED ADR 1 ADR REPS 10 ORD SHS 0.0%
Value $292K Shares 40,697 Share Price $7.17 Est. Cost/Share $5.25 Unrealized @ Report Date
KMB KIMBERLY CLARK CORP 0.0%
Value $274K Shares 2,204 Share Price $124.32 Est. Cost/Share $126.80 Unrealized @ Report Date -3.1%
XSW SPDR S&P SOFTWARE SERVICES ETF 0.0%
Value $267K Shares 1,352 Share Price $197.49 Est. Cost/Share $197.49 Unrealized @ Report Date
FCRS/U FUTURECREST ACQUISITION CORP 0.0%
Value $265K Shares 25,000 Share Price $10.60 Est. Cost/Share $10.60 Unrealized @ Report Date
ETN EATON CORP PLC F 0.0%
Value $264K Shares 705 Share Price $374.47 Est. Cost/Share $306.71 Unrealized @ Report Date +22.0%
QQQ INVSC QQQ TRUST SRS 1 ETF 0.0%
Value $262K Shares 436 Share Price $600.92 Est. Cost/Share $449.75 Unrealized @ Report Date +33.5%
LPRO OPEN LENDING CORP 0.0%
Value $253K Shares 119,899 Share Price $2.11 * Est. Cost/Share $5.13 Unrealized @ Report Date -55.9%
DPZ DOMINOS PIZZA INC 0.0%
Value $244K Shares 565 Share Price $431.86 Est. Cost/Share $427.79 Unrealized @ Report Date +0.5%
ENS ENERSYS 0.0%
Value $238K Shares 2,105 Share Price $113.06 Est. Cost/Share $97.97 Unrealized @ Report Date +15.1%
BBRE JPMORGAN BETABUILDERS MSCI US REIT E 0.0%
Value $226K Shares 2,370 Share Price $95.36 Est. Cost/Share $95.36 Unrealized @ Report Date
PPL PPL CORP 0.0%
Value $216K Shares 5,806 Share Price $37.20 Est. Cost/Share $35.43 Unrealized @ Report Date +4.0%
PM PHILIP MORRIS INTL INC 0.0%
Value $209K Shares 1,291 Share Price $161.89 Est. Cost/Share $136.99 Unrealized @ Report Date +16.2%
AGG ISHARES CORE US AGGREGATE BOND ETF 0.0%
Value $202K Shares 2,012 Share Price $100.40 Est. Cost/Share $99.22 Unrealized @ Report Date +1.0%
ARE ALEXANDRIA REAL ESTATE EREIT 0.0%
Value $202K Shares 2,421 Share Price $83.44 Est. Cost/Share $77.73 Unrealized @ Report Date +5.7%
MGTX MEIRAGTX HOLDINGS PLC 0.0%
Value $198K Shares 24,000 Share Price $8.25 Est. Cost/Share $5.05 Unrealized @ Report Date +63.1%
COGT COGENT BIOSCIENCES INC 0.0%
Value $146K Shares 10,133 Share Price $14.41 * Est. Cost/Share $6.53 Unrealized @ Report Date +81.4%
IXAQF IX ACQUISITION CORP. CMN 0.0%
Value $130K Shares 10,619 Share Price $12.24 * Est. Cost/Share $11.11 Unrealized @ Report Date +7.9%
BKHA BLACK HAWK ACQUISITION CORP CMN 0.0%
Value $112K Shares 10,000 Share Price $11.20 Est. Cost/Share $10.13 Unrealized @ Report Date +9.7%
BNR BURNING ROCK BIOTECH LTD-ADR 0.0%
Value $87,000 Shares 10,000 Share Price $8.70 Est. Cost/Share $6.40 Unrealized @ Report Date
BCRX BIOCRYST PHARMACEUTICALS INC 0.0%
Value $82,000 Shares 10,766 Share Price $7.62 * Est. Cost/Share $6.16 Unrealized @ Report Date +35.2%
HBNB HOTEL101 GLOBAL HLDGS CORP CMN 0.0%
Value $77,000 Shares 25,000 Share Price $3.08 * Est. Cost/Share $2.64 Unrealized @ Report Date 0.0%
BZAIW BLAIZE HOLDINGS INC CMN WRT 0.0%
Value $62,000 Shares 100,000 Share Price $0.62 Est. Cost/Share $0.19 Unrealized @ Report Date
UCFI IRON HORSE ACQUISITIONS CORP CMN 0.0%
Value $61,000 Shares 15,000 Share Price $4.07 Est. Cost/Share $10.53 Unrealized @ Report Date -61.2%
QTIWW GIGCAPITAL5 INC -CW28 0.0%
Value $60,000 Shares 500,000 Share Price $0.12 Est. Cost/Share $0.12 Unrealized @ Report Date
DTI DRILLING TOOLS INTERNATIONAL 0.0%
Value $56,000 Shares 24,189 Share Price $2.32 Est. Cost/Share $2.98 Unrealized @ Report Date -22.8%
IRRXW INTEGRATED RAIL AND RE -CW23 0.0%
Value $48,000 Shares 175,577 Share Price $0.27 Est. Cost/Share Unrealized @ Report Date
AENTW ALLIANCE ENTERTAINMENT HOLDI 0.0%
Value $43,000 Shares 72,031 Share Price $0.60 Est. Cost/Share $0.06 Unrealized @ Report Date
VWAVW WTS/BANNIX ACQUISITION CORP EXP07/15/2030 0.0%
Value $40,000 Shares 97,000 Share Price $0.41 Est. Cost/Share $0.41 Unrealized @ Report Date
TLGWF WTS/TLGY ACQUISITION CORPORATION EXP12/31/2021 0.0%
Value $40,000 Shares 33,000 Share Price $1.21 Est. Cost/Share $0.26 Unrealized @ Report Date
MSPRW WTS/MSP RECOVERY INC 11.5000 EXP05/20/2027 0.0%
Value $24,000 Shares 13,162,948 Share Price $0.00 Est. Cost/Share $0.00 Unrealized @ Report Date
GLOBALINK INVESTMENT INC-RTS 0.0%
Value $23,000 Shares 100,000 Share Price $0.23 Est. Cost/Share $0.10 Unrealized @ Report Date
KLXE KLX ENERGY SERVICES HOLDING 0.0%
Value $23,000 Shares 12,000 Share Price $1.92 * Est. Cost/Share $8.45 Unrealized @ Report Date -77.9%
IGTAR INCEPTION GROWTH ACQ LTD -RT 0.0%
Value $18,000 Shares 75,000 Share Price $0.24 Est. Cost/Share $0.20 Unrealized @ Report Date
GRRRW GORILLA TECHNOLOGY GROUP-CW 0.0%
Value $14,000 Shares 24,100 Share Price $0.58 Est. Cost/Share $0.37 Unrealized @ Report Date
RTS/IRON HORSE ACQUISITIONS CORP EXP12/31/2099 0.0%
Value $11,000 Shares 15,000 Share Price $0.73 Est. Cost/Share $0.47 Unrealized @ Report Date
NVACW WTS/NORTHVIEW ACQUISITION CORPORATION 11.5000EXP08 0.0%
Value $11,000 Shares 100,000 Share Price $0.11 Est. Cost/Share $0.11 Unrealized @ Report Date
ENLV ENLIVEX THERAPEUTICS L F 0.0%
Value $10,000 Shares 10,000 Share Price $1.00 * Est. Cost/Share $1.11 Unrealized @ Report Date +8.4%
ONMDW DATA KNIGH-CW28 0.0%
Value $8,000 Shares 144,389 Share Price $0.06 Est. Cost/Share $0.01 Unrealized @ Report Date
OAKUR RTS/OAK WOODS ACQUISITION CORP EXP12/31/2099 0.0%
Value $8,000 Shares 40,000 Share Price $0.20 Est. Cost/Share $0.20 Unrealized @ Report Date
GLOBALINK INVESTMENT -CW23 0.0%
Value $7,000 Shares 100,000 Share Price $0.07 Est. Cost/Share $0.12 Unrealized @ Report Date
IMAQR INTL MEDIA A-RTS EQUITY 0.0%
Value $6,000 Shares 78,664 Share Price $0.08 Est. Cost/Share $0.06 Unrealized @ Report Date
PROFUSA INC CMN 0.0%
Value $6,000 Shares 20,000 Share Price $0.30 Est. Cost/Share $0.30 Unrealized @ Report Date
IBACR RTS/IB ACQUISITION CORP EXP12/31/2099 0.0%
Value $6,000 Shares 75,000 Share Price $0.08 Est. Cost/Share $0.05 Unrealized @ Report Date
WINVR WINVEST ACQU-RTS EQUITY 0.0%
Value $5,000 Shares 50,000 Share Price $0.10 Est. Cost/Share $0.08 Unrealized @ Report Date
IGTAW INCEPTION GR -23 EQUITY 0.0%
Value $4,000 Shares 37,500 Share Price $0.11 Est. Cost/Share $0.03 Unrealized @ Report Date
ESLAW TRADEUP ACQUI-CW EQUITY 0.0%
Value $3,000 Shares 62,500 Share Price $0.05 Est. Cost/Share $0.03 Unrealized @ Report Date
IMAQW INT MEDIA -CW28 EQUITY 0.0%
Value $3,000 Shares 78,664 Share Price $0.04 Est. Cost/Share $0.04 Unrealized @ Report Date
26 CAPITAL ACQ-A EQUITY 0.0%
Value $3,000 Shares 15,000 Share Price $0.20 Est. Cost/Share $10.93 Unrealized @ Report Date
KVACW WTS/KEEN VISION ACQUISITION CORP EXP03/15/2028 0.0%
Value $3,000 Shares 55,000 Share Price $0.05 Est. Cost/Share $0.05 Unrealized @ Report Date
TETWF WTS/TECHNOLOGY & TELECOM ACQ CORP EXP02/15/2027 0.0%
Value $3,000 Shares 99,705 Share Price $0.03 Est. Cost/Share $0.03 Unrealized @ Report Date
RMCOW ROYALTY MANAGEMENT HOLDING C 0.0%
Value $3,000 Shares 49,952 Share Price $0.06 Est. Cost/Share $0.17 Unrealized @ Report Date
AOGOW AROGO CAP -CW23 EQUITY 0.0%
Value $3,000 Shares 100,000 Share Price $0.03 Est. Cost/Share $0.06 Unrealized @ Report Date
BDMDW WTS/BAIRD MEDICAL INVESTMENT HOLDINGS LTD 11.5000 0.0%
Value $3,000 Shares 36,779 Share Price $0.08 Est. Cost/Share $0.08 Unrealized @ Report Date
SHFSW NORTHERN LIGHTS ACQUIS -CW22 0.0%
Value $2,000 Shares 54,050 Share Price $0.04 Est. Cost/Share $0.13 Unrealized @ Report Date
DFLIW CHARDAN NEXTECH ACQUISI-CW27 0.0%
Value $2,000 Shares 31,250 Share Price $0.06 Est. Cost/Share $0.48 Unrealized @ Report Date
UCFIW WTS/IRON HORSE ACQUISITIONS CORP EXP12/31/2099 0.0%
Value $2,000 Shares 15,000 Share Price $0.13 Est. Cost/Share $0.07 Unrealized @ Report Date
CDTTW MUROHY CAN-CW27 EQUITY 0.0%
Value $2,000 Shares 150,000 Share Price $0.01 Est. Cost/Share $0.06 Unrealized @ Report Date
OAKUW WTS/OAK WOODS ACQUISITION CORP EXP12/31/2099 0.0%
Value $2,000 Shares 40,000 Share Price $0.05 Est. Cost/Share $0.03 Unrealized @ Report Date
ICUCW LMF ACQ -A -CW26 EQUITY 0.0%
Value $2,000 Shares 64,658 Share Price $0.03 Est. Cost/Share $0.02 Unrealized @ Report Date
RMSGW WTS/REAL MESSENGER CORP EXP09/17/2029 0.0%
Value $2,000 Shares 35,000 Share Price $0.06 Est. Cost/Share $0.06 Unrealized @ Report Date
WINVW WINVEST ACQUISITION -CW23 0.0%
Value $1,000 Shares 50,000 Share Price $0.02 Est. Cost/Share $0.02 Unrealized @ Report Date
COEPW BULL HORN HOLDINGS CORP-CW25 0.0%
Value $1,000 Shares 55,122 Share Price $0.02 Est. Cost/Share $0.06 Unrealized @ Report Date
FORLW WTS/FOUR LEAF ACQUISITION CORPORATION 11.5000EXP05 0.0%
Value $1,000 Shares 35,000 Share Price $0.03 Est. Cost/Share $0.06 Unrealized @ Report Date
MAQCW EQUITY UNCOVERED AMERICAN CALL 0.0%
Value $1,000 Shares 51,998 Share Price $0.02 Est. Cost/Share $0.02 Unrealized @ Report Date
OSRHW WTS/BELLEVUE LIFE SCNCS AQSTN CORP EXP12/31/2028 0.0%
Value $1,000 Shares 30,000 Share Price $0.03 Est. Cost/Share $0.07 Unrealized @ Report Date
APLMW APOLLOMICS IN-27 EQUITY 0.0%
Value $1,000 Shares 74,000 Share Price $0.01 Est. Cost/Share $0.11 Unrealized @ Report Date
SDAWW SUNCAR TECHNOLOGY EQUITY 28 0.0%
Value $1,000 Shares 27,385 Share Price $0.04 Est. Cost/Share $0.26 Unrealized @ Report Date
MKDWW MKD TECH INC WTS 0.0%
Value $1,000 Shares 42,000 Share Price $0.02 Est. Cost/Share $0.02 Unrealized @ Report Date
MSPRZ WTS/MSP RECOVERY, INC. 0.0001EXP02/14/2026 0.0%
Value $1,000 Shares 57,906 Share Price $0.02 Est. Cost/Share $0.03 Unrealized @ Report Date
ALUR/WS ALLURION TECHNOLOGIES-28 0.0%
Value $1,000 Shares 45,174 Share Price $0.02 Est. Cost/Share $0.91 Unrealized @ Report Date
LSBWF YS BIOPHARMA LAKESHORE BIOPHARMA CO LTD 0.0%
Value $0 Shares 12,210 Share Price $0.00 Est. Cost/Share $0.16 Unrealized @ Report Date
FIRST REPUBLIC BANK 0.0%
Value $0 Shares 15,000 Share Price $0.00 Est. Cost/Share Unrealized @ Report Date
GNRUQ GREENROSE HOLDING CO INC/THE 0.0%
Value $0 Shares 11,785 Share Price $0.00 Est. Cost/Share Unrealized @ Report Date
RELATIVITY -CW27 EQUITY 0.0%
Value $0 Shares 250,000 Share Price $0.00 Est. Cost/Share Unrealized @ Report Date
PATRIA LATIN AMERICAN-CW27 0.0%
Value $0 Shares 45,800 Share Price $0.00 Est. Cost/Share $0.13 Unrealized @ Report Date
SHWZ MEDICINE MAN TECHNOLOGIE 0.0%
Value $0 Shares 10,000 Share Price $0.00 Est. Cost/Share $0.99 Unrealized @ Report Date -98.9%
VIVEON HEALTH ACQUISITION CORP CMN ESCROW 0.0%
Value $0 Shares 57,000 Share Price $0.00 Est. Cost/Share Unrealized @ Report Date
ALSET CAP-CW27 EQUITY 0.0%
Value $0 Shares 72,500 Share Price $0.00 Est. Cost/Share Unrealized @ Report Date
PRSTW PRESTO AUTOMATION INC (U.S.) 0.0%
Value $0 Shares 57,004 Share Price $0.00 Est. Cost/Share Unrealized @ Report Date
AETHERIUM ACQUISITION A -28 0.0%
Value $0 Shares 113,334 Share Price $0.00 Est. Cost/Share Unrealized @ Report Date
AWINW PONO CAP -CW22 EQUITY 0.0%
Value $0 Shares 45,000 Share Price $0.00 Est. Cost/Share Unrealized @ Report Date
ZAPWF WTS/CIIG CAPITAL PARTNERS II INC 0.0000EXP03/03/20 0.0%
Value $0 Shares 12,500 Share Price $0.00 Est. Cost/Share Unrealized @ Report Date
WTS/DISTOKEN ACQUISITION CORPORATION EXP06/02/203 0.0%
Value $0 Shares 75,000 Share Price $0.00 Est. Cost/Share Unrealized @ Report Date
PBMWW WTS/PSYENCE BIOMEDIC LTD EXP 01/25/2029 0.0%
Value $0 Shares 17,500 Share Price $0.00 Est. Cost/Share Unrealized @ Report Date
PHP VENTURES ACQUISITION-RTS 0.0%
Value $0 Shares 70,000 Share Price $0.00 Est. Cost/Share Unrealized @ Report Date
OCEAW AESTHER HC -CW23 EQUITY 0.0%
Value $0 Shares 40,000 Share Price $0.00 Est. Cost/Share $0.28 Unrealized @ Report Date
PHP VENTURES ACQUISITI -CW22 0.0%
Value $0 Shares 35,000 Share Price $0.00 Est. Cost/Share Unrealized @ Report Date