Accent Capital Management, LLC Diversified Active

CIK: 0002014179 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 6, 2024

Total Value ($000): $174,166 (100.0% shares, 0.0% debt)

Holdings (208)

AAPL APPLE INC 13.1%
Value ($000) $22,741 Shares 97,602 Est. Cost $182.76 Unrealized +21.4%
MSFT Microsoft Corp 10.5%
Value ($000) $18,247 Shares 42,406 Est. Cost $368.00 Unrealized +15.0%
NVDA NVIDIA CORP 10.4%
Value ($000) $18,033 Shares 148,479 Est. Cost $96.45 Unrealized +22.4%
GOOG ALPHABET INC A 8.8%
Value ($000) $15,410 Shares 92,754 Est. Cost $157.51 Unrealized +6.8%
META META PLATFORMS INC A 6.2%
Value ($000) $10,852 Shares 18,958 Est. Cost $327.54 Unrealized +56.4%
AMZN Amazon.com Inc 5.8%
Value ($000) $10,071 Shares 54,050 Est. Cost $157.34 Unrealized +16.0%
SPY SPDR S&P 500 ETF 5.6%
Value ($000) $9,711 Shares 16,882 Est. Cost $544.22 Unrealized
COST COSTCO WHSL CORP NEW 3.2%
Value ($000) $5,514 Shares 6,220 Est. Cost $581.77 Unrealized +48.2%
UNH UNITEDHEALTH GROUP I 2.3%
Value ($000) $4,073 Shares 6,966 Est. Cost $473.12 Unrealized +15.9%
V VISA INC A 2.3%
Value ($000) $4,037 Shares 14,683 Est. Cost $244.48 Unrealized +9.5%
MA MASTERCARD INC A 1.9%
Value ($000) $3,319 Shares 6,720 Est. Cost $451.77 Unrealized +2.2%
JPM JPMORGAN CHASE & CO 1.8%
Value ($000) $3,134 Shares 14,861 Est. Cost $175.80 Unrealized +16.6%
AXP AMERICAN EXPRESS CO 1.4%
Value ($000) $2,358 Shares 8,694 Est. Cost $219.79 Unrealized +11.5%
VTI VANGUARD TOTAL STOCK MARKET ETF 1.3%
Value ($000) $2,286 Shares 8,048 Est. Cost $280.23 Unrealized
FDX FEDEX CORP 1.3%
Value ($000) $2,242 Shares 8,152 Est. Cost $275.75 Unrealized +2.0%
LLY ELi Lilly and Co 1.1%
Value ($000) $1,946 Shares 2,196 Est. Cost $582.43 Unrealized +52.9%
MCO MOODYS CORP 1.1%
Value ($000) $1,865 Shares 3,929 Est. Cost $345.45 Unrealized +32.8%
HON HONEYWELL INTL INC 1.1%
Value ($000) $1,837 Shares 8,888 Est. Cost $183.91 Unrealized +2.4%
LAM RESH CORP 1.0%
Value ($000) $1,773 Shares 2,167 Est. Cost $796.68 Unrealized
WMT WALMART INC 1.0%
Value ($000) $1,681 Shares 20,816 Est. Cost $66.33 Unrealized +9.3%
AVGO BROADCOM INC 1.0%
Value ($000) $1,655 Shares 9,593 Est. Cost $158.01 Unrealized 0.0%
BAC BANK OF AMERICA CORP 0.9%
Value ($000) $1,567 Shares 39,500 Est. Cost $30.96 Unrealized +25.2%
PEP PEPSICO INC 0.9%
Value ($000) $1,529 Shares 8,989 Est. Cost $153.84 Unrealized +5.9%
HD HOME DEPOT INC 0.8%
Value ($000) $1,461 Shares 3,606 Est. Cost $332.25 Unrealized +6.1%
LOW LOWES COS INC 0.8%
Value ($000) $1,424 Shares 5,256 Est. Cost $216.49 Unrealized +9.1%
NOW SERVICENOW INC 0.8%
Value ($000) $1,359 Shares 1,519 Est. Cost $146.74 Unrealized +12.0%
ADBE Adobe Inc 0.8%
Value ($000) $1,323 Shares 2,556 Est. Cost $574.67 Unrealized -4.6%
CMG CHIPOTLE MEXICAN GRI 0.7%
Value ($000) $1,207 Shares 20,946 Est. Cost $61.73 Unrealized -10.3%
WSM WILLIAMS SONOMA INC 0.7%
Value ($000) $1,156 Shares 7,463 Est. Cost $140.63 Unrealized 0.0%
INTC INGREDION INC 0.6%
Value ($000) $1,099 Shares 9,529 Est. Cost $27.83 Unrealized -10.6%
TJX TJX COS INC NEW 0.6%
Value ($000) $1,042 Shares 8,863 Est. Cost $98.66 Unrealized +14.3%
SNPS SYNOPSYS INC 0.5%
Value ($000) $945 Shares 1,867 Est. Cost $565.46 Unrealized -5.1%
BKNG BOOKING HLDGS INC 0.5%
Value ($000) $842 Shares 200 Est. Cost $3067.93 Unrealized +23.7%
QCOM QUALCOMM INC 0.4%
Value ($000) $763 Shares 4,487 Est. Cost $118.34 Unrealized +44.6%
CP Canadian Pacific Kan 0.4%
Value ($000) $760 Shares 8,889 Est. Cost $80.46 Unrealized +1.2%
DE DEERE & CO 0.4%
Value ($000) $733 Shares 1,750 Est. Cost $365.14 Unrealized +1.1%
PINS PINTEREST INC A 0.3%
Value ($000) $576 Shares 17,808 Est. Cost $39.33 Unrealized -13.6%
TMO THERMO FISHER SCIENT 0.3%
Value ($000) $529 Shares 854 Est. Cost $569.75 Unrealized +3.4%
RCL Royal Caribbean Grou 0.3%
Value ($000) $525 Shares 2,962 Est. Cost $156.63 Unrealized +1.7%
UBER UBER TECHNOLOGIES IN 0.3%
Value ($000) $509 Shares 6,768 Est. Cost $70.40 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $503 Shares 6,449 Est. Cost $66.73 Unrealized 0.0%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.3%
Value ($000) $500 Shares 1,332 Est. Cost $313.11 Unrealized
VCSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS 0.3%
Value ($000) $477 Shares 6,000 Est. Cost $77.02 Unrealized
COKE Coca Cola Consolidat 0.3%
Value ($000) $458 Shares 348 Est. Cost $121.11 Unrealized 0.0%
USB US BANCORP DEL 0.3%
Value ($000) $453 Shares 9,800 Est. Cost $37.76 Unrealized +8.9%
GS GOLDMAN SACHS GROUP 0.3%
Value ($000) $446 Shares 900 Est. Cost $317.74 Unrealized +49.5%
KO The Coca-Cola Co 0.2%
Value ($000) $405 Shares 5,595 Est. Cost $58.89 Unrealized +11.5%
ODFL OLD DOMINION FREIGHT 0.2%
Value ($000) $397 Shares 2,000 Est. Cost $200.93 Unrealized -4.1%
EXPE EXPEDIA GROUP INC 0.2%
Value ($000) $370 Shares 2,500 Est. Cost $121.47 Unrealized +8.2%
URI UNITED RENTALS INC 0.2%
Value ($000) $364 Shares 450 Est. Cost $655.29 Unrealized +8.5%
SMCI SUPER MICRO COMPUTER 0.2%
Value ($000) $363 Shares 871 Est. Cost $60.86 Unrealized 0.0%
ABBV ABBVIE INC 0.2%
Value ($000) $296 Shares 1,500 Est. Cost $135.72 Unrealized +31.7%
ICE INTERCONTINENTAL EXC 0.2%
Value ($000) $269 Shares 1,673 Est. Cost $112.84 Unrealized +34.4%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $254 Shares 1,569 Est. Cost $143.59 Unrealized +6.3%
NXST NEXSTAR MEDIA GROUP 0.1%
Value ($000) $248 Shares 1,500 Est. Cost $133.22 Unrealized +19.1%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $242 Shares 1,220 Est. Cost $175.46 Unrealized
KVUE KENVUE Inc 0.1%
Value ($000) $199 Shares 8,586 Est. Cost $18.42 Unrealized +6.6%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $175 Shares 300 Est. Cost $417.42 Unrealized +23.7%
ORCL ORACLE CORP 0.1%
Value ($000) $170 Shares 1,000 Est. Cost $116.07 Unrealized +23.3%
SCHX SCHWAB US LARGE CAP ETF 0.1%
Value ($000) $170 Shares 2,500 Est. Cost $64.25 Unrealized
DDLS WISDOMTREE DYNMC SMALLCAP EQY ETF 0.1%
Value ($000) $164 Shares 4,491 Est. Cost $34.36 Unrealized
BABA ALIBABA GROUP HLDG L ADR 0.1%
Value ($000) $159 Shares 1,500 Est. Cost $77.51 Unrealized
FOXA FOX CORP A 0.1%
Value ($000) $159 Shares 3,750 Est. Cost $32.14 Unrealized +19.1%
AFL AFLAC INC 0.1%
Value ($000) $157 Shares 1,400 Est. Cost $76.99 Unrealized +28.3%
MAR MARRIOTT INTL INC NE A 0.1%
Value ($000) $149 Shares 600 Est. Cost $198.52 Unrealized +15.7%
VB VANGUARD SMALL CAP ETF 0.1%
Value ($000) $143 Shares 600 Est. Cost $218.04 Unrealized
SHW SHERWIN-WILLIAMS CO 0.1%
Value ($000) $135 Shares 353 Est. Cost $305.10 Unrealized +13.1%
FNDF SCHWAB FUNDAMNTL INTRNL EQT ETF 0.1%
Value ($000) $125 Shares 3,344 Est. Cost $35.03 Unrealized
FISV FISERV INC 0.1%
Value ($000) $115 Shares 639 Est. Cost $123.84 Unrealized +33.2%
CME CME GROUP INC A 0.1%
Value ($000) $110 Shares 500 Est. Cost $194.65 Unrealized +0.9%
UPS UNITED PARCEL SVC IN B 0.1%
Value ($000) $105 Shares 770 Est. Cost $129.99 Unrealized -7.3%
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 0.1%
Value ($000) $105 Shares 600 Est. Cost $174.57 Unrealized
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $104 Shares 200 Est. Cost $446.64 Unrealized +16.6%
CSX CSX CORP 0.1%
Value ($000) $104 Shares 3,000 Est. Cost $33.12 Unrealized +0.3%
AZN ASTRAZENECA PLC ADR 0.1%
Value ($000) $97 Shares 1,241 Est. Cost $68.43 Unrealized
HRL HORMEL FOODS CORP 0.1%
Value ($000) $95 Shares 3,000 Est. Cost $30.20 Unrealized -0.1%
FCNCA FIRST CTZNS BANCSHAR A 0.1%
Value ($000) $92 Shares 50 Est. Cost $1392.36 Unrealized +36.3%
NKE NIKE INC B 0.1%
Value ($000) $89 Shares 1,000 Est. Cost $102.77 Unrealized -26.0%
PDD PDD Holdings Inc ADR 0.1%
Value ($000) $88 Shares 650 Est. Cost $146.31 Unrealized
TSM TAIWAN SEMICONDUCTOR ADR 0.0%
Value ($000) $82 Shares 470 Est. Cost $173.81 Unrealized
REGN REGENERON PHARMACEUT 0.0%
Value ($000) $79 Shares 75 Est. Cost $818.96 Unrealized +35.1%
FWRG FIRST WATCH RESTAURA 0.0%
Value ($000) $78 Shares 5,000 Est. Cost $18.02 Unrealized -11.8%
SPDW SPDR PORTFOLIO DVLPD WRLD EX-US ETF 0.0%
Value ($000) $75 Shares 2,000 Est. Cost $35.08 Unrealized
HBAN HUNTINGTON BANCSHARE 0.0%
Value ($000) $74 Shares 5,000 Est. Cost $9.98 Unrealized +34.6%
SYK STRYKER CORP 0.0%
Value ($000) $72 Shares 200 Est. Cost $333.33 Unrealized +2.1%
CSCO CISCO SYS INC 0.0%
Value ($000) $72 Shares 1,350 Est. Cost $47.98 Unrealized -2.5%
COR CENCORA INC 0.0%
Value ($000) $68 Shares 300 Est. Cost $228.58 Unrealized +0.5%
IBKR INTERACTIVE BROKERS A 0.0%
Value ($000) $67 Shares 480 Est. Cost $29.54 Unrealized +4.0%
UNP UNION PAC CORP 0.0%
Value ($000) $64 Shares 259 Est. Cost $225.50 Unrealized +4.1%
NDAQ NASDAQ INC 0.0%
Value ($000) $58 Shares 800 Est. Cost $51.21 Unrealized +30.9%
FSV FIRSTSERVICE CORP NE 0.0%
Value ($000) $58 Shares 319 Est. Cost $149.20 Unrealized +14.2%
BIDU BAIDU INC A ADR 0.0%
Value ($000) $58 Shares 550 Est. Cost $119.09 Unrealized
HLI HOULIHAN LOKEY INC A 0.0%
Value ($000) $55 Shares 350 Est. Cost $105.04 Unrealized +39.6%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $51 Shares 250 Est. Cost $144.16 Unrealized +40.4%
ENSG ENSIGN GROUP INC 0.0%
Value ($000) $50 Shares 350 Est. Cost $118.84 Unrealized +19.6%
DEO DIAGEO PLC ADR 0.0%
Value ($000) $50 Shares 347 Est. Cost $142.73 Unrealized
MRK Merck & Co. Inc. 0.0%
Value ($000) $48 Shares 420 Est. Cost $121.72 Unrealized -7.2%
MCD MCDONALDS CORP 0.0%
Value ($000) $46 Shares 150 Est. Cost $258.68 Unrealized +3.1%
STT STATE STR CORP 0.0%
Value ($000) $44 Shares 500 Est. Cost $70.53 Unrealized +11.7%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $44 Shares 368 Est. Cost $124.16 Unrealized
ARGX ARGENX SE ADR 0.0%
Value ($000) $42 Shares 78 Est. Cost $410.70 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $42 Shares 400 Est. Cost $80.24 Unrealized +15.9%
SQM SOCIEDAD QUIMICA Y M ADR 0.0%
Value ($000) $41 Shares 973 Est. Cost $40.75 Unrealized
DSGX DESCARTES SYS GROUP 0.0%
Value ($000) $40 Shares 384 Est. Cost $77.95 Unrealized +27.5%
MGM MGM RESORTS INTL 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $39.23 Unrealized +0.8%
GSK GSK PLC ADR ADR 0.0%
Value ($000) $38 Shares 920 Est. Cost $38.50 Unrealized
WAB WABTEC 0.0%
Value ($000) $36 Shares 200 Est. Cost $158.48 Unrealized +2.8%
AON AON PLC A 0.0%
Value ($000) $35 Shares 101 Est. Cost $292.51 Unrealized +10.9%
TOTALENERGIES SE ADR 0.0%
Value ($000) $33 Shares 500 Est. Cost $66.68 Unrealized
SU SUNCOR ENERGY INC NE 0.0%
Value ($000) $32 Shares 857 Est. Cost $36.74 Unrealized +1.0%
RBA RB GLOBAL Inc 0.0%
Value ($000) $31 Shares 391 Est. Cost $67.40 Unrealized +20.4%
ASML ASML HLDG N V ADR 0.0%
Value ($000) $30 Shares 36 Est. Cost $897.21 Unrealized
CSB VCTRYSRS US SML CAP HIGH DIV WTD ETF 0.0%
Value ($000) $29 Shares 500 Est. Cost $53.44 Unrealized
HDB HDFC BK LTD ADR 0.0%
Value ($000) $29 Shares 459 Est. Cost $65.65 Unrealized
SONY SONY GROUP CORP ADR 0.0%
Value ($000) $27 Shares 276 Est. Cost $84.95 Unrealized
IBN ICICI BK LTD ADR 0.0%
Value ($000) $26 Shares 886 Est. Cost $26.45 Unrealized
VSS VGRD FTSE ALL WRLD EX US SML CAP ETF 0.0%
Value ($000) $25 Shares 200 Est. Cost $117.49 Unrealized
MKTX MARKETAXESS HLDGS IN 0.0%
Value ($000) $25 Shares 98 Est. Cost $228.65 Unrealized 0.0%
DY DYCOM INDS INC 0.0%
Value ($000) $25 Shares 127 Est. Cost $180.45 Unrealized 0.0%
SFM SPROUTS FMRS MKT INC 0.0%
Value ($000) $25 Shares 226 Est. Cost $95.38 Unrealized 0.0%
QQQ INVSC QQQ TRUST SRS 1 ETF 0.0%
Value ($000) $24 Shares 50 Est. Cost $450.03 Unrealized
GLOB GLOBANT S A 0.0%
Value ($000) $24 Shares 123 Est. Cost $204.19 Unrealized -5.4%
NWG NATWEST GROUP PLC ADR 0.0%
Value ($000) $24 Shares 2,576 Est. Cost $6.88 Unrealized
HIG HARTFORD FINL SVCS G 0.0%
Value ($000) $24 Shares 200 Est. Cost $97.58 Unrealized +9.7%
RTO RENTOKIL INITIAL PLC ADR 0.0%
Value ($000) $23 Shares 915 Est. Cost $28.84 Unrealized
HSBC HSBC HLDGS PLC ADR 0.0%
Value ($000) $23 Shares 500 Est. Cost $43.50 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $22 Shares 150 Est. Cost $130.73 Unrealized +10.2%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $21 Shares 178 Est. Cost $115.06 Unrealized -1.6%
LBTYA LIBERTY GLOBAL LTD A 0.0%
Value ($000) $21 Shares 977 Est. Cost $8.43 Unrealized +17.8%
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $20 Shares 85 Est. Cost $198.64 Unrealized
COHR COHERENT CORP 0.0%
Value ($000) $20 Shares 227 Est. Cost $74.72 Unrealized 0.0%
INVSC BULLETSHARES 2025 CRP BND ETF 0.0%
Value ($000) $20 Shares 977 Est. Cost $20.45 Unrealized
CUK CARNIVAL PLC Equity ADR 0.0%
Value ($000) $20 Shares 1,208 Est. Cost $16.67 Unrealized
Z ZILLOW GROUP INC 0.0%
Value ($000) $20 Shares 315 Est. Cost $53.70 Unrealized 0.0%
LMB LIMBACH HLDGS INC 0.0%
Value ($000) $20 Shares 265 Est. Cost $63.59 Unrealized 0.0%
MTZ MASTEC INC 0.0%
Value ($000) $20 Shares 163 Est. Cost $109.17 Unrealized 0.0%
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $20 Shares 316 Est. Cost $54.12 Unrealized 0.0%
IMAX IMAX CORP 0.0%
Value ($000) $20 Shares 976 Est. Cost $17.00 Unrealized +15.7%
RH RH 0.0%
Value ($000) $20 Shares 59 Est. Cost $275.31 Unrealized 0.0%
EBAY EBAY INC 0.0%
Value ($000) $20 Shares 300 Est. Cost $39.83 Unrealized +41.3%
ACN ACCENTURE PLC IRELAN A 0.0%
Value ($000) $17 Shares 48 Est. Cost $299.34 Unrealized +7.8%
SPEM SPDR INDEX SHARES EMERG MARKT ETF 0.0%
Value ($000) $17 Shares 400 Est. Cost $37.67 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $16 Shares 30 Est. Cost $500.13 Unrealized
XENE XENON PHARMACEUTICAL 0.0%
Value ($000) $16 Shares 400 Est. Cost $35.33 Unrealized +14.1%
TM TOYOTA MTR CORP ADR 0.0%
Value ($000) $15 Shares 85 Est. Cost $204.96 Unrealized
FTI TECHNIPFMC PLC 0.0%
Value ($000) $15 Shares 577 Est. Cost $26.26 Unrealized 0.0%
AFRM AFFIRM HLDGS INC A 0.0%
Value ($000) $15 Shares 370 Est. Cost $33.18 Unrealized 0.0%
NSA Ntnl STORAGE AFFILIA 0.0%
Value ($000) $15 Shares 313 Est. Cost $48.20 Unrealized
PRCT PROCEPT BIOROBOTICS 0.0%
Value ($000) $15 Shares 188 Est. Cost $71.04 Unrealized 0.0%
VCYT VERACYTE INC 0.0%
Value ($000) $15 Shares 442 Est. Cost $28.13 Unrealized 0.0%
INVSC BULLETSHAR 2024 CRPRT BND ETF 0.0%
Value ($000) $15 Shares 712 Est. Cost $21.06 Unrealized
CART MAPLEBEAR INC 0.0%
Value ($000) $15 Shares 369 Est. Cost $35.10 Unrealized 0.0%
SMARTSHEET INC A 0.0%
Value ($000) $15 Shares 270 Est. Cost $55.36 Unrealized
DUOL DUOLINGO INC A 0.0%
Value ($000) $15 Shares 53 Est. Cost $205.07 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $15 Shares 500 Est. Cost $26.85 Unrealized -0.0%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $15 Shares 114 Est. Cost $111.63 Unrealized
MMM 3M CO 0.0%
Value ($000) $14 Shares 100 Est. Cost $75.54 Unrealized +57.7%
TTC TORO CO 0.0%
Value ($000) $13 Shares 150 Est. Cost $88.20 Unrealized +1.9%
C Citigroup Inc 0.0%
Value ($000) $13 Shares 200 Est. Cost $41.35 Unrealized +43.7%
PAYO PAYONEER GLOBAL INC 0.0%
Value ($000) $13 Shares 1,661 Est. Cost $6.49 Unrealized 0.0%
OSCR OSCAR HEALTH INC A 0.0%
Value ($000) $12 Shares 589 Est. Cost $18.01 Unrealized 0.0%
GOOS CANADA GOOSE HLDGS I 0.0%
Value ($000) $12 Shares 984 Est. Cost $11.95 Unrealized -5.1%
HLN HALEON PLC ADR 0.0%
Value ($000) $12 Shares 1,150 Est. Cost $8.23 Unrealized
BN BROOKFIELD CORP A 0.0%
Value ($000) $12 Shares 225 Est. Cost $27.56 Unrealized +13.5%
NICE NICE LTD ADR 0.0%
Value ($000) $12 Shares 68 Est. Cost $199.51 Unrealized
RIO RIO TINTO PLC ADR 0.0%
Value ($000) $11 Shares 153 Est. Cost $70.00 Unrealized
PUMSY PUMA SE ADR 0.0%
Value ($000) $10 Shares 2,488 Est. Cost $4.14 Unrealized
ROCKET LAB USA INC 0.0%
Value ($000) $10 Shares 1,049 Est. Cost $9.73 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $10 Shares 67 Est. Cost $140.37 Unrealized +3.5%
SMTC SEMTECH CORP 0.0%
Value ($000) $10 Shares 220 Est. Cost $36.79 Unrealized 0.0%
OSISKO GOLD ROYALTIE 0.0%
Value ($000) $10 Shares 541 Est. Cost $18.51 Unrealized
UMBF UMB FINL CORP 0.0%
Value ($000) $10 Shares 95 Est. Cost $97.49 Unrealized 0.0%
LEU CENTRUS ENERGY CORP A 0.0%
Value ($000) $10 Shares 182 Est. Cost $41.81 Unrealized 0.0%
GOLD A-MARK PRECIOUS META 0.0%
Value ($000) $10 Shares 226 Est. Cost $38.25 Unrealized 0.0%
IOT SAMSARA INC A 0.0%
Value ($000) $10 Shares 206 Est. Cost $40.53 Unrealized 0.0%
TLN TALEN ENERGY CORP NE 0.0%
Value ($000) $10 Shares 55 Est. Cost $138.87 Unrealized 0.0%
PENN PENN ENTMT INC 0.0%
Value ($000) $9 Shares 500 Est. Cost $23.19 Unrealized -17.9%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $9 Shares 250 Est. Cost $29.22 Unrealized +15.1%
SNOW SNOWFLAKE INC A 0.0%
Value ($000) $9 Shares 75 Est. Cost $147.69 Unrealized -16.7%
CLLNY CELLNEX TELECOM S A 0.0%
Value ($000) $8 Shares 200 Est. Cost $19.64 Unrealized
YASKY YASKAWA ELEC CORP ADR 0.0%
Value ($000) $8 Shares 114 Est. Cost $70.25 Unrealized
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $8 Shares 61 Est. Cost $132.41 Unrealized 0.0%
VNO VORNADO RLTY TR REIT 0.0%
Value ($000) $8 Shares 191 Est. Cost $39.40 Unrealized
UAL United Airlines Hldg 0.0%
Value ($000) $7 Shares 131 Est. Cost $46.29 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value ($000) $7 Shares 21 Est. Cost $255.10 Unrealized +22.8%
VKTX VIKING THERAPEUTICS 0.0%
Value ($000) $6 Shares 99 Est. Cost $58.67 Unrealized 0.0%
T AT&T INC 0.0%
Value ($000) $6 Shares 283 Est. Cost $14.21 Unrealized +32.1%
TSLA TESLA INC 0.0%
Value ($000) $6 Shares 22 Est. Cost $174.77 Unrealized +30.5%
APPLIED THERAPEUTICS 0.0%
Value ($000) $5 Shares 602 Est. Cost $8.50 Unrealized
AGX ARGAN INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $78.01 Unrealized 0.0%
QTWO Q2 HLDGS INC 0.0%
Value ($000) $5 Shares 63 Est. Cost $70.57 Unrealized 0.0%
BAM BROOKFIELD ASSET MGM A 0.0%
Value ($000) $5 Shares 106 Est. Cost $34.51 Unrealized +16.2%
BWIN The Baldwin Insuranc A 0.0%
Value ($000) $5 Shares 100 Est. Cost $43.48 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $5 Shares 7 Est. Cost $43.65 Unrealized +53.2%
EL LAUDER ESTEE COS INC A 0.0%
Value ($000) $4 Shares 42 Est. Cost $127.17 Unrealized -27.5%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $4 Shares 6 Est. Cost $482.92 Unrealized
STAG STAG INDL INC REIT 0.0%
Value ($000) $2 Shares 54 Est. Cost $36.06 Unrealized
GHG GREENTREE HOSPITALIT A ADR 0.0%
Value ($000) $2 Shares 567 Est. Cost $3.76 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $2 Shares 25 Est. Cost $60.70 Unrealized -0.9%
PAGS PAGSEGURO DIGITAL LT A 0.0%
Value ($000) $2 Shares 202 Est. Cost $9.20 Unrealized +25.7%
EVO EVOTEC SE ADR 0.0%
Value ($000) $2 Shares 412 Est. Cost $4.80 Unrealized
NVCR NOVOCURE LTD 0.0%
Value ($000) $2 Shares 96 Est. Cost $14.12 Unrealized +28.4%
NEUROMETRIX INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $3.60 Unrealized
SAFE SAFEHOLD Inc REIT 0.0%
Value ($000) $1 Shares 22 Est. Cost $19.27 Unrealized
BLUEBIRD BIO INC Equity 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.38 Unrealized
MPT MEDICAL PPTYS TR INC REIT 0.0%
Value ($000) $0 Shares 75 Est. Cost $4.31 Unrealized
STHO STAR HLDGS 0.0%
Value ($000) $0 Shares 14 Est. Cost $12.53 Unrealized +3.5%
FTCHQ FARFETCH LTD ORDFCLASS A 0.0%
Value ($000) $0 Shares 215 Est. Cost $1.34 Unrealized -100.0%