Vermillion & White Wealth Management Group, LLC Diversified Active

CIK: 0001862443 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value ($000): $138,155 (100.0% shares, 0.0% debt)

Holdings (530)

IVV ISHARES CORE S&P 500 ETF 22.6%
Value ($000) $31,241 Shares 55,598 Est. Cost $512.58 Unrealized
GQQQ ASTORIA US QUALITY GROWTH KINGS ETF 10.5%
Value ($000) $14,467 Shares 619,567 Est. Cost $24.02 Unrealized
DFCF DIMENSIONAL CORE FIXED INCOME ETF 9.2%
Value ($000) $12,702 Shares 301,990 Est. Cost $42.13 Unrealized
DFAI DIMENSIONAL INTERN CORE EQT MKT ETF 7.1%
Value ($000) $9,749 Shares 312,183 Est. Cost $29.97 Unrealized
ROE ASTORIA US EQUAL WT QLT KINGS ETF 4.5%
Value ($000) $6,224 Shares 212,635 Est. Cost $26.00 Unrealized
DFSD DIMENSIONAL SHRT DRT FXDINCM ETF 4.4%
Value ($000) $6,054 Shares 127,404 Est. Cost $47.28 Unrealized
HEFA ISHARES CURRENCY HEDG MSCI EAFE ETF 4.0%
Value ($000) $5,570 Shares 153,475 Est. Cost $36.25 Unrealized
DFAE DIMENSIONAL EMERG CORE EQY MRKT ETF 2.8%
Value ($000) $3,824 Shares 147,687 Est. Cost $25.35 Unrealized
USMV ISHARES MSCI USA MIN VOLFCTR ETF 2.5%
Value ($000) $3,469 Shares 37,035 Est. Cost $90.94 Unrealized
BINC ISHARES FLEXIBLE INCME ACTIVE ETF 2.2%
Value ($000) $3,010 Shares 57,464 Est. Cost $52.38 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 2.1%
Value ($000) $2,924 Shares 104,581 Est. Cost $28.33 Unrealized
PPI ASTORIA REAL ASSETS ETF 1.7%
Value ($000) $2,325 Shares 160,425 Est. Cost $14.90 Unrealized
ESGV VANGUARD ESG U.S. STOCK ETF 1.0%
Value ($000) $1,380 Shares 14,090 Est. Cost $85.06 Unrealized
DGRW WISDOMTREE US QLT DIV GRW ETF 0.9%
Value ($000) $1,289 Shares 16,137 Est. Cost $73.32 Unrealized
QUAL ISHARES MSCI USA QLTY FACT ETF 0.9%
Value ($000) $1,268 Shares 7,420 Est. Cost $165.17 Unrealized
AAPL APPLE INC 0.9%
Value ($000) $1,255 Shares 5,650 Est. Cost $182.81 Unrealized +26.2%
MSFT MICROSOFT CORP 0.9%
Value ($000) $1,255 Shares 3,343 Est. Cost $361.19 Unrealized +12.2%
UPS UNITED PARCEL SVC INC CLASS B 0.8%
Value ($000) $1,153 Shares 10,485 Est. Cost $134.80 Unrealized -16.4%
BSMR INVESCO BLETSHS 2027 MNPL BND ETF 0.8%
Value ($000) $1,097 Shares 46,598 Est. Cost $23.64 Unrealized
BSCR INVSC BULLETSHARES 2027 CRP BND ETF 0.7%
Value ($000) $955 Shares 48,724 Est. Cost $19.29 Unrealized
BSMQ INVESCO BLETSHS 2026 MNPL BND ETF 0.7%
Value ($000) $921 Shares 39,006 Est. Cost $23.58 Unrealized
MO ALTRIA GROUP INC 0.6%
Value ($000) $883 Shares 14,713 Est. Cost $35.37 Unrealized +44.3%
BSCQ INVSC BULLETSHARS 2026 CORP BND ETF 0.6%
Value ($000) $865 Shares 44,382 Est. Cost $19.26 Unrealized
INVSC BULLETSHARES 2025 CRP BND ETF 0.6%
Value ($000) $832 Shares 40,248 Est. Cost $20.45 Unrealized
INVESCO BLETSHS 2025 MNPL BND ETF 0.6%
Value ($000) $826 Shares 33,732 Est. Cost $24.37 Unrealized
BSJT INVESCO BULT 2029 HG YL CP BD ETF 0.6%
Value ($000) $805 Shares 38,204 Est. Cost $21.08 Unrealized
BSJR INVSC BLTSHR 2027 HG YLDCRP ETF 0.5%
Value ($000) $637 Shares 28,441 Est. Cost $22.40 Unrealized
BSJS INVESCO BUL 2028 HG YLD CR BND ETF 0.5%
Value ($000) $633 Shares 29,248 Est. Cost $21.64 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.4%
Value ($000) $575 Shares 2,964 Est. Cost $170.40 Unrealized
GOVT ISHARES US TREASURY BONDETF 0.4%
Value ($000) $564 Shares 24,537 Est. Cost $25.52 Unrealized
XTWO BNDBLXX BLMBRG 2 YR TRG US TR ETF 0.4%
Value ($000) $554 Shares 11,206 Est. Cost $49.47 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.4%
Value ($000) $523 Shares 8,872 Est. Cost $52.45 Unrealized
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $520 Shares 3,273 Est. Cost $85.47 Unrealized +60.3%
AMZN AMAZON.COM INC 0.4%
Value ($000) $506 Shares 2,658 Est. Cost $172.66 Unrealized +25.7%
AVGO BROADCOM INC 0.4%
Value ($000) $491 Shares 2,931 Est. Cost $209.82 Unrealized 0.0%
DVY ISHARES SELECT DIVIDEND ETF 0.3%
Value ($000) $463 Shares 3,450 Est. Cost $117.22 Unrealized
XONE BNDBLXX BLMBRG 1 YR TRG US TR ETF 0.3%
Value ($000) $459 Shares 9,238 Est. Cost $49.72 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.3%
Value ($000) $407 Shares 6,189 Est. Cost $68.91 Unrealized
CB CHUBB LTD F 0.3%
Value ($000) $385 Shares 1,276 Est. Cost $279.84 Unrealized -1.3%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $359 Shares 1,306 Est. Cost $260.53 Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARK ETF 0.2%
Value ($000) $338 Shares 7,330 Est. Cost $46.07 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.2%
Value ($000) $324 Shares 2,661 Est. Cost $105.13 Unrealized
IGSB ISHARES TR IS 1-5 YR IN GR CR BD ETF 0.2%
Value ($000) $306 Shares 5,839 Est. Cost $51.27 Unrealized
LQD ISHARES IBOXX INVT GRADEBOND ETF 0.2%
Value ($000) $291 Shares 2,674 Est. Cost $110.58 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $288 Shares 549 Est. Cost $521.77 Unrealized -4.3%
SHV ISHARES SHORT TREASURY BOND ETF 0.2%
Value ($000) $271 Shares 2,450 Est. Cost $110.13 Unrealized
CEG CONSTELLATION ENERGY COR 0.2%
Value ($000) $270 Shares 1,338 Est. Cost $115.14 Unrealized +131.6%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $261 Shares 509 Est. Cost $446.78 Unrealized
SPDW SPDR PORTFOLIO DEVELOPEDWORLD EX-US 0.2%
Value ($000) $260 Shares 7,146 Est. Cost $34.83 Unrealized
CGBL CAPITAL GROUP CORE BALANCED ETF 0.2%
Value ($000) $242 Shares 7,801 Est. Cost $30.98 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $235 Shares 3,106 Est. Cost $70.35 Unrealized
ALL ALLSTATE CORP 0.2%
Value ($000) $228 Shares 1,102 Est. Cost $124.75 Unrealized +53.3%
EXC EXELON CORP 0.1%
Value ($000) $199 Shares 4,329 Est. Cost $35.51 Unrealized +14.1%
VT VANGUARD TOTAL WORLD STOCK ETF 0.1%
Value ($000) $198 Shares 1,709 Est. Cost $115.95 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $198 Shares 7,809 Est. Cost $26.40 Unrealized -6.4%
IXN ISHARES GLOBAL TECH ETF 0.1%
Value ($000) $171 Shares 2,258 Est. Cost $68.46 Unrealized
GTBIF GREEN THUMB INDS INC F 0.1%
Value ($000) $169 Shares 29,028 Est. Cost $9.38 Unrealized -26.4%
TFLO ISHARES TREASURY FLOATING RATE B ETF 0.1%
Value ($000) $165 Shares 3,249 Est. Cost $50.57 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 0.1%
Value ($000) $158 Shares 1,596 Est. Cost $98.94 Unrealized
MUNI PIMCO INTRMEDIATE MUNI BOND ACTV ETF 0.1%
Value ($000) $155 Shares 3,001 Est. Cost $51.89 Unrealized
VTEB VANGUARD MUNI BND TAX EXEMPT ETF 0.1%
Value ($000) $154 Shares 3,111 Est. Cost $50.01 Unrealized
EFG ISHARES MSCI EAFE GROWTHETF 0.1%
Value ($000) $153 Shares 1,531 Est. Cost $99.11 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $145 Shares 1,040 Est. Cost $106.71 Unrealized +51.4%
TSLA TESLA INC 0.1%
Value ($000) $137 Shares 528 Est. Cost $231.70 Unrealized +43.8%
CGGR CAPITAL GROUP GROWTH ETF 0.1%
Value ($000) $134 Shares 3,921 Est. Cost $34.25 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ETF 0.1%
Value ($000) $124 Shares 3,722 Est. Cost $33.40 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $121 Shares 935 Est. Cost $115.96 Unrealized
IEMG ISHARES CORE MSCI EMERGING ETF 0.1%
Value ($000) $119 Shares 2,204 Est. Cost $52.16 Unrealized
TT TRANE TECHNOLOGIES PLC F 0.1%
Value ($000) $118 Shares 350 Est. Cost $366.42 Unrealized -2.0%
GLD SPDR GOLD SHARES ETF 0.1%
Value ($000) $115 Shares 398 Est. Cost $209.44 Unrealized
IDV ISHARES INTERNATIONAL SEL DIV ETF 0.1%
Value ($000) $114 Shares 3,661 Est. Cost $27.72 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $111 Shares 1,505 Est. Cost $73.54 Unrealized
IWR ISHARES RUSSELL MID CAP ETF 0.1%
Value ($000) $109 Shares 1,276 Est. Cost $77.73 Unrealized
TLH ISHARES 10-20 YEAR TSURYBOND ETF 0.1%
Value ($000) $108 Shares 1,040 Est. Cost $107.87 Unrealized
CGDG CAPITAL GROUP DIVIDEND GROWER ETF 0.1%
Value ($000) $108 Shares 3,490 Est. Cost $30.90 Unrealized
SPYG SPDR S&P 500 GROWTH ETF 0.1%
Value ($000) $107 Shares 1,332 Est. Cost $65.06 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $102 Shares 943 Est. Cost $103.17 Unrealized +22.8%
CGCB CAPITAL GROUP CORE BOND ETF 0.1%
Value ($000) $98 Shares 3,744 Est. Cost $26.28 Unrealized
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $94 Shares 550 Est. Cost $145.66 Unrealized +12.6%
SAPGF SAP SE ORDF 0.1%
Value ($000) $93 Shares 352 Est. Cost $236.61 Unrealized +14.7%
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.1%
Value ($000) $92 Shares 860 Est. Cost $107.57 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $91 Shares 985 Est. Cost $67.81 Unrealized +24.1%
CGGO CAPITAL GROUP GLOBAL GRWT EQY ETF 0.1%
Value ($000) $90 Shares 3,185 Est. Cost $28.33 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $87 Shares 237 Est. Cost $293.72 Unrealized +29.6%
CGMS CAPITAL GROUP U S MULTI SEC ETF 0.1%
Value ($000) $85 Shares 3,127 Est. Cost $27.30 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $85 Shares 1,885 Est. Cost $41.95 Unrealized
SHY ISHARES 1-3 YEAR TREASRYBOND ETF 0.1%
Value ($000) $85 Shares 1,028 Est. Cost $82.04 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $84 Shares 707 Est. Cost $99.52 Unrealized +7.7%
KO THE COCA-COLA CO 0.1%
Value ($000) $84 Shares 1,171 Est. Cost $53.26 Unrealized +22.0%
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.1%
Value ($000) $83 Shares 2,330 Est. Cost $35.64 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.1%
Value ($000) $81 Shares 7,000 Est. Cost $8.87 Unrealized +62.5%
META META PLATFORMS INC CLASS A 0.1%
Value ($000) $81 Shares 141 Est. Cost $323.40 Unrealized +98.9%
MMM 3M CO 0.1%
Value ($000) $81 Shares 549 Est. Cost $75.54 Unrealized +91.4%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $80 Shares 587 Est. Cost $124.97 Unrealized
NEM NEWMONT CORP 0.1%
Value ($000) $79 Shares 1,640 Est. Cost $36.81 Unrealized +17.5%
MBB ISHARES MBS ETF 0.1%
Value ($000) $78 Shares 834 Est. Cost $93.61 Unrealized
SPGP INVESCO S AND P 500 GARPETF 0.1%
Value ($000) $77 Shares 774 Est. Cost $106.53 Unrealized
SPYD SPDR S&P 500 HIGH DIVIDEND ETF 0.1%
Value ($000) $74 Shares 1,674 Est. Cost $39.19 Unrealized
NEAR ISHARES SHORT DURATN BNDACTV ETF 0.1%
Value ($000) $74 Shares 1,445 Est. Cost $50.51 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $73 Shares 424 Est. Cost $154.61 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $73 Shares 1,000 Est. Cost $71.03 Unrealized +1.4%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $68 Shares 868 Est. Cost $56.12 Unrealized +38.4%
WMT WALMART INC 0.0%
Value ($000) $67 Shares 760 Est. Cost $62.65 Unrealized +48.4%
BMRN BIOMARIN PHARMACEUTICAL 0.0%
Value ($000) $66 Shares 936 Est. Cost $66.98 Unrealized +0.4%
BRK/B BERKSHIRE HATHAWAY CLASS B 0.0%
Value ($000) $66 Shares 124 Est. Cost $350.99 Unrealized +38.5%
HDV ISHARES CORE HIGH DIVIDEND ETF IV 0.0%
Value ($000) $64 Shares 530 Est. Cost $101.99 Unrealized
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $64 Shares 289 Est. Cost $228.59 Unrealized
BSCS INVESCO BULLETSHARS 2028CORP BD ETF 0.0%
Value ($000) $63 Shares 3,103 Est. Cost $20.07 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $63 Shares 369 Est. Cost $112.40 Unrealized
VO VANGUARD MID CAP ETF 0.0%
Value ($000) $63 Shares 242 Est. Cost $232.64 Unrealized
ICVT ISHARES CONVERTIBLE BONDETF 0.0%
Value ($000) $62 Shares 746 Est. Cost $82.93 Unrealized
MSOS ADVISORSHARES PURE US CANNABIS ETF 0.0%
Value ($000) $61 Shares 23,465 Est. Cost $6.82 Unrealized
CMCSA COMCAST CORP NEW CLASS A 0.0%
Value ($000) $61 Shares 1,656 Est. Cost $38.50 Unrealized -9.0%
DIS DISNEY WALT CO 0.0%
Value ($000) $61 Shares 618 Est. Cost $86.20 Unrealized +23.3%
BX BLACKSTONE INC 0.0%
Value ($000) $60 Shares 432 Est. Cost $102.08 Unrealized +55.0%
IYE ISHARES US ENERGY ETF 0.0%
Value ($000) $60 Shares 1,225 Est. Cost $44.12 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $60 Shares 642 Est. Cost $81.93 Unrealized
NV5 GLOBAL INC 0.0%
Value ($000) $58 Shares 3,000 Est. Cost $19.13 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $57 Shares 234 Est. Cost $144.89 Unrealized +73.2%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $57 Shares 284 Est. Cost $197.19 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $54 Shares 249 Est. Cost $189.48 Unrealized
ETN EATON CORP PLC F 0.0%
Value ($000) $54 Shares 200 Est. Cost $308.54 Unrealized 0.0%
VTC VAG TOTAL CORPORATE BONDETF 0.0%
Value ($000) $54 Shares 705 Est. Cost $76.62 Unrealized
V VISA INC CLASS A 0.0%
Value ($000) $54 Shares 153 Est. Cost $242.67 Unrealized +38.6%
CGCP CAPITAL GROUP CORE PLUS INCM ETF 0.0%
Value ($000) $53 Shares 2,361 Est. Cost $22.45 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $52 Shares 914 Est. Cost $57.22 Unrealized
IHDG WISDOMTREE INTER HDG QLYDIV GRT ETF 0.0%
Value ($000) $52 Shares 1,199 Est. Cost $42.98 Unrealized
SLV ISHARES SILVER TRUST ETF 0.0%
Value ($000) $51 Shares 1,655 Est. Cost $26.57 Unrealized
IJT ISHARES S&P SMLL CAP 600GRTH ETF 0.0%
Value ($000) $51 Shares 408 Est. Cost $125.14 Unrealized
AMD ADVANCED MICRO DEVIC 0.0%
Value ($000) $48 Shares 467 Est. Cost $146.26 Unrealized -24.0%
VGIT VAG ITM-TERM TREASURY ETF 0.0%
Value ($000) $47 Shares 795 Est. Cost $58.55 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLCLASS A 0.0%
Value ($000) $47 Shares 609 Est. Cost $66.72 Unrealized +20.3%
IYW ISHARES US TECHNOLOGY ETF 0.0%
Value ($000) $46 Shares 328 Est. Cost $138.98 Unrealized
PSK SPDR ICE PREFERRED SECURITIES ETF 0.0%
Value ($000) $46 Shares 1,414 Est. Cost $33.59 Unrealized
HYSR SUNHYDROGEN INC 0.0%
Value ($000) $45 Shares 2,000,000 Est. Cost $0.02 Unrealized +63.0%
TCNNF TRULIEVE CANNABIS CORP F 0.0%
Value ($000) $44 Shares 11,441 Est. Cost $8.28 Unrealized -45.1%
GOOG ALPHABET INC CLASS C 0.0%
Value ($000) $44 Shares 280 Est. Cost $134.68 Unrealized +35.5%
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $44 Shares 78 Est. Cost $475.31 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $42 Shares 201 Est. Cost $172.33 Unrealized +15.1%
USO UNITED STATES OIL ETF 0.0%
Value ($000) $42 Shares 549 Est. Cost $66.65 Unrealized
ITOT ISHARES TOTAL US STOCK MARKET ETF 0.0%
Value ($000) $42 Shares 345 Est. Cost $105.81 Unrealized
SHYG ISHARES HIGH YIELD CORPORAT BOND ETF 0.0%
Value ($000) $41 Shares 971 Est. Cost $42.22 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $41 Shares 579 Est. Cost $59.81 Unrealized +14.8%
BNDX VANGUARD TOTAL INTERNATIONAL BND ETF 0.0%
Value ($000) $40 Shares 818 Est. Cost $48.82 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM COR 0.0%
Value ($000) $40 Shares 1,194 Est. Cost $32.82 Unrealized
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.0%
Value ($000) $38 Shares 933 Est. Cost $42.04 Unrealized
VEEV VEEVA SYS INC CLASS A 0.0%
Value ($000) $38 Shares 165 Est. Cost $188.42 Unrealized +21.3%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $37 Shares 226 Est. Cost $148.95 Unrealized +2.4%
ABBV ABBVIE INC 0.0%
Value ($000) $37 Shares 178 Est. Cost $136.74 Unrealized +38.5%
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $37 Shares 1,059 Est. Cost $32.06 Unrealized
VZ VERIZON COMMUNICATIONS I 0.0%
Value ($000) $37 Shares 814 Est. Cost $31.28 Unrealized +26.5%
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $41.87 Unrealized
GOOGL ALPHABET INC CLASS A 0.0%
Value ($000) $36 Shares 235 Est. Cost $136.77 Unrealized +32.1%
IGIB ISHARES TRT IS 5-10 INV GR CR BD ETF 0.0%
Value ($000) $36 Shares 690 Est. Cost $52.00 Unrealized
VEU VANGUARD FTSE ALL WORLD EX US ETF 0.0%
Value ($000) $36 Shares 591 Est. Cost $58.95 Unrealized
USFR WISDOMTREE FLOATING RATETREASRY ETF 0.0%
Value ($000) $35 Shares 695 Est. Cost $50.24 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $35 Shares 128 Est. Cost $156.99 Unrealized +86.3%
VV VANGUARD LARGE CAP ETF 0.0%
Value ($000) $33 Shares 130 Est. Cost $218.15 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $33 Shares 533 Est. Cost $61.78 Unrealized
IGHG PROSHARES INVT GD INT RAT HED ETF 0.0%
Value ($000) $33 Shares 428 Est. Cost $77.02 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $32 Shares 217 Est. Cost $137.66 Unrealized 0.0%
DJT TRUMP MEDIA & TECHNO 0.0%
Value ($000) $31 Shares 1,579 Est. Cost $31.78 Unrealized -11.6%
TLT ISHARES 20 PLS YEAR TREASURY BND ETF 0.0%
Value ($000) $31 Shares 338 Est. Cost $95.57 Unrealized
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ET 0.0%
Value ($000) $31 Shares 708 Est. Cost $36.98 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $30 Shares 373 Est. Cost $77.09 Unrealized 0.0%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $30 Shares 2,839 Est. Cost $13.25 Unrealized +13.6%
IJS ISHARES S&P SMALL CAP 600 ETF 0.0%
Value ($000) $29 Shares 300 Est. Cost $103.07 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $29 Shares 263 Est. Cost $107.85 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $28 Shares 750 Est. Cost $35.90 Unrealized +5.3%
PIMCO CORPORATE OPPORTUN 0.0%
Value ($000) $28 Shares 1,937 Est. Cost $14.37 Unrealized
T AT&T INC 0.0%
Value ($000) $28 Shares 988 Est. Cost $14.21 Unrealized +71.3%
BLACKROCK ENHANCED LARGE 0.0%
Value ($000) $28 Shares 1,496 Est. Cost $20.07 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $27 Shares 962 Est. Cost $15.66 Unrealized +70.5%
IAGG ISHARES INTERNTINL AGGRGT BND ETF 0.0%
Value ($000) $27 Shares 547 Est. Cost $49.97 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $26 Shares 169 Est. Cost $141.09 Unrealized +13.2%
AOS SMITH A O CORP 0.0%
Value ($000) $26 Shares 395 Est. Cost $66.45 Unrealized 0.0%
PIMCO CORP INCOME CF 0.0%
Value ($000) $25 Shares 1,851 Est. Cost $13.42 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $25 Shares 2,457 Est. Cost $9.63 Unrealized -4.0%
VRP INVSC VARIABLE RATE PREFERRED ETF 0.0%
Value ($000) $24 Shares 997 Est. Cost $23.77 Unrealized
IJH ISHARES CORE S&P MID CAPETF 0.0%
Value ($000) $24 Shares 407 Est. Cost $110.68 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $23 Shares 136 Est. Cost $159.26 Unrealized 0.0%
SPTI SPDR PORT INTER TERM TREASURY ETF 0.0%
Value ($000) $23 Shares 806 Est. Cost $28.44 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $23 Shares 137 Est. Cost $147.70 Unrealized +1.9%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $23 Shares 61 Est. Cost $366.90 Unrealized
HYD VANECK HIGH YIELD MUNI ETF 0.0%
Value ($000) $22 Shares 438 Est. Cost $51.63 Unrealized
MRK MERCK & CO. INC. 0.0%
Value ($000) $22 Shares 248 Est. Cost $96.81 Unrealized -6.9%
DFUS DIMENSIONAL US EQUITY MARKET ETF 0.0%
Value ($000) $22 Shares 359 Est. Cost $56.98 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $21 Shares 511 Est. Cost $27.72 Unrealized +57.4%
ADM ARCHER-DANIELS MIDLAND C 0.0%
Value ($000) $21 Shares 433 Est. Cost $50.39 Unrealized -7.1%
ADP AUTOMATIC DATA PROCESSIN 0.0%
Value ($000) $21 Shares 68 Est. Cost $295.41 Unrealized 0.0%
TFC TRUIST FINL CORP 0.0%
Value ($000) $20 Shares 498 Est. Cost $28.22 Unrealized +51.3%
VCSH VANGUARD SHORT TERM COR BD ETF 0.0%
Value ($000) $19 Shares 245 Est. Cost $77.31 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $19 Shares 315 Est. Cost $47.02 Unrealized +18.0%
TQQQ PROSHARES ULTRAPRO QQQ ETF 0.0%
Value ($000) $19 Shares 333 Est. Cost $50.70 Unrealized
LYB LYONDELLBASELL INDUSTR FCLASS A 0.0%
Value ($000) $19 Shares 270 Est. Cost $68.81 Unrealized 0.0%
EEMV ISHS MSCI EMERG MRKT MINVOL FCT ETF 0.0%
Value ($000) $19 Shares 323 Est. Cost $55.69 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $19 Shares 277 Est. Cost $65.40 Unrealized -11.3%
BF/B BROWN FORMAN CORP CLASS B 0.0%
Value ($000) $18 Shares 524 Est. Cost $32.77 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $18 Shares 129 Est. Cost $125.89 Unrealized 0.0%
MTUM ISHARES MSCI USA MOMNTUMFCT ETF 0.0%
Value ($000) $18 Shares 88 Est. Cost $157.76 Unrealized
EXPD EXPEDITORS INTL WASH INCCLASS A 0.0%
Value ($000) $18 Shares 147 Est. Cost $113.71 Unrealized 0.0%
AOR ISHARES CORE 60 40 BAL ALL ETF 0.0%
Value ($000) $18 Shares 307 Est. Cost $53.31 Unrealized
COR CENCORA INC 0.0%
Value ($000) $17 Shares 62 Est. Cost $249.56 Unrealized 0.0%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $17 Shares 120 Est. Cost $129.79 Unrealized 0.0%
BA BOEING CO 0.0%
Value ($000) $17 Shares 100 Est. Cost $213.87 Unrealized -19.1%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $17 Shares 39 Est. Cost $394.28 Unrealized 0.0%
PFF ISHARES PREFERRED INCOMESEC ETF 0.0%
Value ($000) $17 Shares 552 Est. Cost $31.19 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $17 Shares 113 Est. Cost $143.48 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $17 Shares 180 Est. Cost $87.83 Unrealized 0.0%
HIG HARTFORD INS GROUP INC 0.0%
Value ($000) $17 Shares 136 Est. Cost $112.93 Unrealized 0.0%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $17 Shares 108 Est. Cost $106.01 Unrealized +34.9%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $17 Shares 61 Est. Cost $248.03 Unrealized +3.1%
DFAC DIMENSIONAL U S CORE EQUITY 2 ETF 0.0%
Value ($000) $17 Shares 501 Est. Cost $32.15 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $17 Shares 28 Est. Cost $557.47 Unrealized 0.0%
ECL ECOLAB INC 0.0%
Value ($000) $16 Shares 65 Est. Cost $221.24 Unrealized +12.8%
NVO NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $16 Shares 236 Est. Cost $86.19 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $16 Shares 150 Est. Cost $71.72 Unrealized +37.2%
SNA SNAP ON INC 0.0%
Value ($000) $16 Shares 48 Est. Cost $331.71 Unrealized 0.0%
CURLF CURALEAF HLDGS INC F 0.0%
Value ($000) $16 Shares 17,775 Est. Cost $2.30 Unrealized -44.6%
SYY SYSCO CORP 0.0%
Value ($000) $16 Shares 215 Est. Cost $69.42 Unrealized +2.7%
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $16 Shares 80 Est. Cost $115.70 Unrealized +88.5%
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $16 Shares 85 Est. Cost $196.34 Unrealized 0.0%
SGU STAR GROUP L P LP 0.0%
Value ($000) $16 Shares 1,220 Est. Cost $11.78 Unrealized +6.2%
KR KROGER CO 0.0%
Value ($000) $16 Shares 237 Est. Cost $62.27 Unrealized 0.0%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $16 Shares 89 Est. Cost $180.35 Unrealized 0.0%
GE GE AEROSPACE 0.0%
Value ($000) $16 Shares 79 Est. Cost $91.47 Unrealized +114.0%
LLY ELI LILLY AND CO 0.0%
Value ($000) $16 Shares 19 Est. Cost $724.41 Unrealized +14.1%
CSL CARLISLE COS INC 0.0%
Value ($000) $16 Shares 46 Est. Cost $353.77 Unrealized 0.0%
VXF VANGUARD EXTENDED MARKETETF 0.0%
Value ($000) $16 Shares 90 Est. Cost $165.77 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $15 Shares 111 Est. Cost $123.63 Unrealized 0.0%
BIV VANGUARD INTERMEDIATE TERM BOND ETF 0.0%
Value ($000) $15 Shares 200 Est. Cost $75.24 Unrealized
AUPH AURINIA PHARMACEUTIC E FCLASS EQUITY 0.0%
Value ($000) $15 Shares 1,900 Est. Cost $8.16 Unrealized -0.7%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $15 Shares 300 Est. Cost $46.52 Unrealized
RPM RPM INTL INC 0.0%
Value ($000) $15 Shares 132 Est. Cost $121.57 Unrealized 0.0%
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.0%
Value ($000) $15 Shares 565 Est. Cost $26.62 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $15 Shares 61 Est. Cost $250.69 Unrealized 0.0%
DOW DOW INC 0.0%
Value ($000) $15 Shares 430 Est. Cost $44.66 Unrealized -19.5%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $15 Shares 1,337 Est. Cost $11.88 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $15 Shares 136 Est. Cost $112.61 Unrealized 0.0%
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $15 Shares 128 Est. Cost $102.31 Unrealized
SHW SHERWIN-WILLIAMS CO 0.0%
Value ($000) $15 Shares 42 Est. Cost $348.12 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $14 Shares 387 Est. Cost $34.59 Unrealized 0.0%
EVRG EVERGY INC 0.0%
Value ($000) $14 Shares 209 Est. Cost $45.92 Unrealized +37.5%
DCOR DIMENSIONAL US CORE EQUITY 1 ETF 0.0%
Value ($000) $14 Shares 232 Est. Cost $59.28 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $14 Shares 136 Est. Cost $107.98 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $14 Shares 43 Est. Cost $351.95 Unrealized 0.0%
SHEL SHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $14 Shares 193 Est. Cost $62.65 Unrealized
BLV VANGUARD LONG TERM BOND ETF 0.0%
Value ($000) $14 Shares 200 Est. Cost $71.67 Unrealized
CSX CSX CORP 0.0%
Value ($000) $14 Shares 470 Est. Cost $31.31 Unrealized 0.0%
ERIE ERIE INDTY CO CLASS A 0.0%
Value ($000) $14 Shares 33 Est. Cost $403.24 Unrealized 0.0%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $14 Shares 45 Est. Cost $262.27 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $14 Shares 59 Est. Cost $242.06 Unrealized 0.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $14 Shares 243 Est. Cost $40.17 Unrealized +31.3%
MDLZ MONDELEZ INTL INC CLASS A 0.0%
Value ($000) $14 Shares 200 Est. Cost $64.31 Unrealized -7.1%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $14 Shares 46 Est. Cost $300.39 Unrealized 0.0%
DOV DOVER CORP 0.0%
Value ($000) $13 Shares 76 Est. Cost $190.32 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $13 Shares 145 Est. Cost $100.60 Unrealized 0.0%
VCIT VAG ITM-TERM CORPORATE BOND ETF 0.0%
Value ($000) $13 Shares 160 Est. Cost $80.51 Unrealized
SSO PROSHARES ULTRA S&P 500 ETF 0.0%
Value ($000) $13 Shares 158 Est. Cost $65.07 Unrealized
DFIC DIMENSIONAL INTERN CORE EQUITY 2 ETF 0.0%
Value ($000) $13 Shares 460 Est. Cost $26.82 Unrealized
AES AES CORP 0.0%
Value ($000) $13 Shares 1,025 Est. Cost $11.02 Unrealized 0.0%
OC OWENS CORNING NEW 0.0%
Value ($000) $13 Shares 89 Est. Cost $165.31 Unrealized 0.0%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $12 Shares 78 Est. Cost $190.81 Unrealized 0.0%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $12 Shares 65 Est. Cost $165.25 Unrealized
TGT TARGET CORP EQUITY CLASS EQUITY 0.0%
Value ($000) $12 Shares 115 Est. Cost $120.15 Unrealized +0.1%
CIBR FIRST TRUST NASDAQ CYBRSCRTY ETF 0.0%
Value ($000) $12 Shares 191 Est. Cost $56.39 Unrealized
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $12 Shares 24 Est. Cost $448.22 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $12 Shares 26 Est. Cost $417.42 Unrealized +7.4%
WMLLF WEALTH MINERALS LTD F 0.0%
Value ($000) $12 Shares 298,181 Est. Cost $0.05 Unrealized +6.1%
PODD INSULET CORP 0.0%
Value ($000) $11 Shares 42 Est. Cost $270.64 Unrealized 0.0%
FTI TECHNIPFMC PLC F 0.0%
Value ($000) $11 Shares 347 Est. Cost $29.81 Unrealized 0.0%
WST WEST PHARMACEUTICAL SVCS 0.0%
Value ($000) $11 Shares 49 Est. Cost $274.80 Unrealized 0.0%
MLI MUELLER INDS INC 0.0%
Value ($000) $11 Shares 141 Est. Cost $79.01 Unrealized 0.0%
EME EMCOR GROUP INC 0.0%
Value ($000) $11 Shares 29 Est. Cost $431.82 Unrealized 0.0%
IWP ISHARES RUSSELL MID CAP GROWTH ETF 0.0%
Value ($000) $10 Shares 87 Est. Cost $110.01 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $10 Shares 38 Est. Cost $250.71 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $10 Shares 159 Est. Cost $46.55 Unrealized +31.6%
JLL JONES LANG LASALLE INC 0.0%
Value ($000) $10 Shares 40 Est. Cost $263.11 Unrealized 0.0%
IWS ISHARES RUSSELL MID CAP VALUE ETF 0.0%
Value ($000) $10 Shares 77 Est. Cost $125.32 Unrealized
FIX COMFORT SYS USA INC 0.0%
Value ($000) $10 Shares 30 Est. Cost $402.00 Unrealized 0.0%
CCL CARNIVAL CORP F 0.0%
Value ($000) $10 Shares 495 Est. Cost $23.55 Unrealized +1.0%
VFF VILLAGE FARMS INTL INC F 0.0%
Value ($000) $10 Shares 15,778 Est. Cost $0.84 Unrealized -12.7%
SPTL SPDR PORTFOLIO LONG TERMTREASURY ET 0.0%
Value ($000) $9 Shares 345 Est. Cost $28.75 Unrealized
NTAP NETAPP INC 0.0%
Value ($000) $9 Shares 107 Est. Cost $108.30 Unrealized 0.0%
FOXA FOX CORP CLASS A 0.0%
Value ($000) $9 Shares 164 Est. Cost $52.48 Unrealized 0.0%
AIZ ASSURANT INC 0.0%
Value ($000) $9 Shares 44 Est. Cost $206.01 Unrealized 0.0%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $9 Shares 121 Est. Cost $60.70 Unrealized +22.7%
JBL JABIL INC 0.0%
Value ($000) $9 Shares 65 Est. Cost $153.55 Unrealized 0.0%
FFIV F5 INC 0.0%
Value ($000) $9 Shares 33 Est. Cost $279.63 Unrealized 0.0%
GLPI GAMING & LEISURE PPTYS IREIT 0.0%
Value ($000) $9 Shares 172 Est. Cost $50.90 Unrealized
ALLE ALLEGION PUB LTD CO F 0.0%
Value ($000) $9 Shares 66 Est. Cost $128.52 Unrealized 0.0%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $9 Shares 150 Est. Cost $42.12 Unrealized
SCZ ISHARES MSCI EAFE SMALL CAP ETF 0.0%
Value ($000) $9 Shares 134 Est. Cost $61.90 Unrealized
DMBS DOUBLELINE MORTGAGE ETF 0.0%
Value ($000) $8 Shares 173 Est. Cost $50.39 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $8 Shares 104 Est. Cost $87.59 Unrealized 0.0%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $8 Shares 23 Est. Cost $381.12 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $8 Shares 9 Est. Cost $43.65 Unrealized +117.9%
DT DYNATRACE INC 0.0%
Value ($000) $8 Shares 175 Est. Cost $54.70 Unrealized 0.0%
LGLV SPDR SSGA US LG CP LW VLT INX ETF 0.0%
Value ($000) $8 Shares 47 Est. Cost $145.21 Unrealized
DELL DELL TECHNOLOGIES INC CLASS C 0.0%
Value ($000) $8 Shares 90 Est. Cost $68.27 Unrealized +52.7%
RSHO TEMA AMERICAN RESHORING ETF 0.0%
Value ($000) $8 Shares 241 Est. Cost $37.24 Unrealized
SHOP SHOPIFY INC FCLASS A 0.0%
Value ($000) $8 Shares 85 Est. Cost $97.26 Unrealized +12.0%
GLDM SPDR GOLD MINISHARES ETV 0.0%
Value ($000) $8 Shares 130 Est. Cost $41.03 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $8 Shares 70 Est. Cost $72.19 Unrealized +39.3%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $8 Shares 105 Est. Cost $29.01 Unrealized +9.9%
HYG ISHARES IBOXX HIGH YIELDBOND ETF 0.0%
Value ($000) $8 Shares 99 Est. Cost $77.39 Unrealized
THC TENET HEALTHCARE CORP 0.0%
Value ($000) $8 Shares 57 Est. Cost $131.69 Unrealized 0.0%
VIGI VANGUARD INTL DIVIDEND APRECTN ETF 0.0%
Value ($000) $8 Shares 91 Est. Cost $88.27 Unrealized
LAMR LAMAR ADVERTISING CO NEWREIT 0.0%
Value ($000) $8 Shares 66 Est. Cost $113.77 Unrealized
TCAF T ROWE PRICE CPTL APRCTNEQT ETF 0.0%
Value ($000) $7 Shares 230 Est. Cost $32.19 Unrealized
DVA DAVITA INC 0.0%
Value ($000) $7 Shares 48 Est. Cost $157.11 Unrealized 0.0%
DBO INVESCO DB OIL FUND 0.0%
Value ($000) $7 Shares 500 Est. Cost $15.54 Unrealized
GPK GRAPHIC PACKAGING HLDG C 0.0%
Value ($000) $7 Shares 270 Est. Cost $26.75 Unrealized 0.0%
HLNE HAMILTON LANE INC CLASS A 0.0%
Value ($000) $7 Shares 47 Est. Cost $152.40 Unrealized 0.0%
ADBE ADOBE INC 0.0%
Value ($000) $7 Shares 18 Est. Cost $576.76 Unrealized -25.6%
RL RALPH LAUREN CORP CLASS A 0.0%
Value ($000) $7 Shares 31 Est. Cost $244.79 Unrealized 0.0%
DUOL DUOLINGO INC CLASS A 0.0%
Value ($000) $7 Shares 22 Est. Cost $342.01 Unrealized 0.0%
ALSN ALLISON TRANSMISSION HLD 0.0%
Value ($000) $7 Shares 71 Est. Cost $104.97 Unrealized 0.0%
ATI ATI INC 0.0%
Value ($000) $7 Shares 130 Est. Cost $56.77 Unrealized 0.0%
IXUS ISHARES CORE MSCI TOTL INTL STCK ETF 0.0%
Value ($000) $7 Shares 96 Est. Cost $72.63 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $7 Shares 153 Est. Cost $50.91 Unrealized +15.2%
EXP EAGLE MATLS INC 0.0%
Value ($000) $7 Shares 30 Est. Cost $236.06 Unrealized 0.0%
XNTK SPDR NYSE TECHNOLOGY ETF 0.0%
Value ($000) $7 Shares 34 Est. Cost $163.59 Unrealized
DOCS DOXIMITY INC CLASS A 0.0%
Value ($000) $6 Shares 112 Est. Cost $63.15 Unrealized 0.0%
EVR EVERCORE INC CLASS A 0.0%
Value ($000) $6 Shares 32 Est. Cost $246.39 Unrealized 0.0%
NKE NIKE INC CLASS B 0.0%
Value ($000) $6 Shares 100 Est. Cost $102.99 Unrealized -30.0%
WMS ADVANCED DRAIN SYS INC D 0.0%
Value ($000) $6 Shares 58 Est. Cost $116.00 Unrealized 0.0%
VGSH VANGUARD SHORT TERM TREASURY ETF 0.0%
Value ($000) $6 Shares 106 Est. Cost $58.07 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $47.98 Unrealized +25.3%
INTC INTEL CORP 0.0%
Value ($000) $6 Shares 271 Est. Cost $40.04 Unrealized -45.3%
WMG WARNER MUSIC GROUP CORP CLASS A 0.0%
Value ($000) $6 Shares 194 Est. Cost $31.57 Unrealized 0.0%
MA MASTERCARD INC CLASS A 0.0%
Value ($000) $6 Shares 11 Est. Cost $397.11 Unrealized +36.5%
CUBE CUBESMART REIT 0.0%
Value ($000) $6 Shares 141 Est. Cost $42.71 Unrealized
ROOT ROOT INC CLASS A 0.0%
Value ($000) $6 Shares 45 Est. Cost $114.57 Unrealized 0.0%
IBIT ISHARES BITCOIN ETF 0.0%
Value ($000) $6 Shares 126 Est. Cost $51.27 Unrealized
MANH MANHATTAN ASSOCS INC 0.0%
Value ($000) $6 Shares 34 Est. Cost $208.27 Unrealized 0.0%
MPC MARATHON PETE CORP 0.0%
Value ($000) $6 Shares 40 Est. Cost $141.98 Unrealized +2.2%
GEV GE VERNOVA INC 0.0%
Value ($000) $6 Shares 19 Est. Cost $158.10 Unrealized +120.2%
VTRS VIATRIS INC 0.0%
Value ($000) $6 Shares 663 Est. Cost $8.69 Unrealized +15.3%
CDNS CADENCE DESIGN SYS INC 0.0%
Value ($000) $6 Shares 22 Est. Cost $257.66 Unrealized +7.9%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $6 Shares 11 Est. Cost $388.21 Unrealized +30.7%
SYK STRYKER CORP 0.0%
Value ($000) $6 Shares 15 Est. Cost $274.84 Unrealized +37.2%
TXRH TEXAS ROADHOUSE INC CLASS A 0.0%
Value ($000) $5 Shares 33 Est. Cost $174.35 Unrealized 0.0%
COKE COCA COLA CONSOLIDAT 0.0%
Value ($000) $5 Shares 4 Est. Cost $133.33 Unrealized 0.0%
AAON AAON INC 0.0%
Value ($000) $5 Shares 69 Est. Cost $102.68 Unrealized 0.0%
PLMR PALOMAR HLDGS INC 0.0%
Value ($000) $5 Shares 39 Est. Cost $118.48 Unrealized 0.0%
CART MAPLEBEAR INC 0.0%
Value ($000) $5 Shares 134 Est. Cost $44.42 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value ($000) $5 Shares 17 Est. Cost $255.10 Unrealized +12.6%
BRBR BELLRING BRANDS INC 0.0%
Value ($000) $5 Shares 70 Est. Cost $73.45 Unrealized 0.0%
MEDP MEDPACE HLDGS INC 0.0%
Value ($000) $5 Shares 17 Est. Cost $336.38 Unrealized 0.0%
TOL TOLL BROS INC 0.0%
Value ($000) $5 Shares 49 Est. Cost $120.06 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $5 Shares 46 Est. Cost $98.59 Unrealized +10.5%
CRM SALESFORCE INC 0.0%
Value ($000) $5 Shares 19 Est. Cost $262.22 Unrealized +17.8%
HCI HCI GROUP INC 0.0%
Value ($000) $5 Shares 34 Est. Cost $126.80 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $5 Shares 25 Est. Cost $172.22 Unrealized +23.6%
KLG WK KELLOGG CO 0.0%
Value ($000) $5 Shares 249 Est. Cost $19.93 Unrealized
CAKE CHEESECAKE FACTORY INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $30.30 Unrealized +65.8%
HACK AMPLIFY CYBERSECURITY ETF 0.0%
Value ($000) $5 Shares 67 Est. Cost $68.28 Unrealized
ARIS WTR SOLUTIONS INC CLASS A 0.0%
Value ($000) $5 Shares 148 Est. Cost $32.04 Unrealized
HALO HALOZYME THERAPEUTICS IN 0.0%
Value ($000) $5 Shares 74 Est. Cost $58.09 Unrealized 0.0%
SNPS SYNOPSYS INC 0.0%
Value ($000) $5 Shares 11 Est. Cost $511.34 Unrealized -5.0%
ALB ALBEMARLE CORP 0.0%
Value ($000) $5 Shares 65 Est. Cost $132.16 Unrealized -39.6%
FTAI FTAI AVIATION LTD F 0.0%
Value ($000) $5 Shares 42 Est. Cost $117.07 Unrealized 0.0%
FVAL FIDELITY VALUE FACTOR ETF 0.0%
Value ($000) $5 Shares 78 Est. Cost $57.14 Unrealized
YOU CLEAR SECURE INC CLASS A 0.0%
Value ($000) $5 Shares 179 Est. Cost $24.31 Unrealized 0.0%
WGS GENEDX HLDGS CORP CLASS A 0.0%
Value ($000) $5 Shares 52 Est. Cost $86.75 Unrealized 0.0%
MCY MERCURY GEN CORP NEW 0.0%
Value ($000) $5 Shares 81 Est. Cost $53.92 Unrealized 0.0%
CTRE CARETRUST REIT INC REIT 0.0%
Value ($000) $5 Shares 158 Est. Cost $28.58 Unrealized
LNTH LANTHEUS HLDGS INC 0.0%
Value ($000) $4 Shares 46 Est. Cost $93.52 Unrealized 0.0%
POR PORTLAND GEN ELEC CO 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.94 Unrealized 0.0%
AEG AEGON LTD ADR ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $4 Shares 671 Est. Cost $5.89 Unrealized
SNEX STONEX GROUP INC 0.0%
Value ($000) $4 Shares 57 Est. Cost $75.46 Unrealized 0.0%
ALKS ALKERMES PLC F 0.0%
Value ($000) $4 Shares 129 Est. Cost $32.61 Unrealized 0.0%
EPRT ESSENTIAL PPTYS RLTY TR REIT 0.0%
Value ($000) $4 Shares 130 Est. Cost $32.64 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $4 Shares 40 Est. Cost $106.55 Unrealized
AAMI ACADIAN ASSET MGMT I 0.0%
Value ($000) $4 Shares 163 Est. Cost $25.12 Unrealized 0.0%
ACIW ACI WORLDWIDE INC 0.0%
Value ($000) $4 Shares 76 Est. Cost $53.06 Unrealized 0.0%
SFM SPROUTS FMRS MKT INC 0.0%
Value ($000) $4 Shares 27 Est. Cost $149.11 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROU F 0.0%
Value ($000) $4 Shares 20 Est. Cost $233.26 Unrealized 0.0%
ITRI ITRON INC EQUITY CLASS EQUITY 0.0%
Value ($000) $4 Shares 39 Est. Cost $104.72 Unrealized 0.0%
NET CLOUDFLARE INC CLASS A 0.0%
Value ($000) $4 Shares 36 Est. Cost $69.95 Unrealized +89.5%
AZZ AZZ INC 0.0%
Value ($000) $4 Shares 48 Est. Cost $88.54 Unrealized 0.0%
LRN STRIDE INC 0.0%
Value ($000) $4 Shares 31 Est. Cost $126.39 Unrealized 0.0%
CBT CABOT CORP 0.0%
Value ($000) $4 Shares 47 Est. Cost $84.33 Unrealized 0.0%
BOX BOX INC CLASS A 0.0%
Value ($000) $4 Shares 126 Est. Cost $32.39 Unrealized 0.0%
AX AXOS FINL INC 0.0%
Value ($000) $4 Shares 60 Est. Cost $67.83 Unrealized 0.0%
EXLS EXLSERVICE HLDGS INC 0.0%
Value ($000) $4 Shares 82 Est. Cost $48.11 Unrealized 0.0%
MOG/A MOOG INC CLASS A 0.0%
Value ($000) $4 Shares 22 Est. Cost $183.07 Unrealized 0.0%
TGLS TECNOGLASS INC F 0.0%
Value ($000) $4 Shares 53 Est. Cost $74.04 Unrealized 0.0%
SANDSTORM GOLD LTD F 0.0%
Value ($000) $4 Shares 500 Est. Cost $5.58 Unrealized
PRGS PROGRESS SOFTWARE CORP 0.0%
Value ($000) $4 Shares 73 Est. Cost $57.23 Unrealized 0.0%
WT WISDOMTREE INC 0.0%
Value ($000) $4 Shares 418 Est. Cost $9.32 Unrealized 0.0%
ALRM ALARM COM HLDGS INC 0.0%
Value ($000) $4 Shares 67 Est. Cost $60.01 Unrealized 0.0%
HIMS HIMS & HERS HEALTH INC CLASS A 0.0%
Value ($000) $4 Shares 126 Est. Cost $37.15 Unrealized 0.0%
TMHC TAYLOR MORRISON HOME COR 0.0%
Value ($000) $4 Shares 62 Est. Cost $62.25 Unrealized 0.0%
VRNS VARONIS SYS INC 0.0%
Value ($000) $4 Shares 92 Est. Cost $43.01 Unrealized 0.0%
DGRE WSDMTR EMRGNG MKT QLT DIV GWTH ETF 0.0%
Value ($000) $4 Shares 150 Est. Cost $24.65 Unrealized
AIT APPLIED INDL TECHNOLOGIE 0.0%
Value ($000) $4 Shares 16 Est. Cost $244.42 Unrealized 0.0%
JXN JACKSON FINL INC CLASS A 0.0%
Value ($000) $4 Shares 43 Est. Cost $85.89 Unrealized 0.0%
FN FABRINET F 0.0%
Value ($000) $4 Shares 18 Est. Cost $218.21 Unrealized 0.0%
DAVE DAVE INC CLASS A 0.0%
Value ($000) $4 Shares 43 Est. Cost $93.71 Unrealized 0.0%
GVA GRANITE CONSTR INC 0.0%
Value ($000) $4 Shares 47 Est. Cost $83.53 Unrealized 0.0%
VERANO HLDGS CORP F 0.0%
Value ($000) $4 Shares 5,451 Est. Cost $1.25 Unrealized
DFAU DIMENSIONAL US CORE EQUITY MARKT ETF 0.0%
Value ($000) $4 Shares 92 Est. Cost $36.53 Unrealized
SEM SELECT MED HLDGS CORP 0.0%
Value ($000) $4 Shares 211 Est. Cost $18.11 Unrealized 0.0%
UAL UNITED AIRLINES HLDG 0.0%
Value ($000) $3 Shares 50 Est. Cost $94.43 Unrealized 0.0%
COCO VITA COCO CO INC 0.0%
Value ($000) $3 Shares 111 Est. Cost $35.67 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $3 Shares 39 Est. Cost $73.62 Unrealized +30.0%
AOA ISHARES CORE 80 20 AGG ALL ETF 0.0%
Value ($000) $3 Shares 44 Est. Cost $69.05 Unrealized
HQY HEALTHEQUITY INC 0.0%
Value ($000) $3 Shares 38 Est. Cost $102.56 Unrealized 0.0%
PRCT PROCEPT BIOROBOTICS CORP 0.0%
Value ($000) $3 Shares 57 Est. Cost $68.28 Unrealized 0.0%
DFEM DIMENSIONAL EMERG MARK CRE EQY 2 ETF 0.0%
Value ($000) $3 Shares 125 Est. Cost $26.00 Unrealized
NOG NORTHERN OIL & GAS INC 0.0%
Value ($000) $3 Shares 109 Est. Cost $34.27 Unrealized 0.0%
EAT BRINKER INTL INC 0.0%
Value ($000) $3 Shares 22 Est. Cost $153.80 Unrealized 0.0%
ADUS ADDUS HOMECARE CORP 0.0%
Value ($000) $3 Shares 33 Est. Cost $111.21 Unrealized 0.0%
TRUP TRUPANION INC 0.0%
Value ($000) $3 Shares 87 Est. Cost $41.59 Unrealized 0.0%
STNG SCORPIO TANKERS INC F 0.0%
Value ($000) $3 Shares 86 Est. Cost $37.58 Unrealized
PIPR PIPER SANDLER COMPANIES 0.0%
Value ($000) $3 Shares 13 Est. Cost $286.30 Unrealized 0.0%
MET METLIFE INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $68.14 Unrealized +19.1%
TSPA T ROWE PRICE U S EQUITY RESEARCH ETF 0.0%
Value ($000) $3 Shares 91 Est. Cost $34.38 Unrealized
DFAS DIMENSIONAL U S SMALL CAP ETF 0.0%
Value ($000) $3 Shares 53 Est. Cost $64.87 Unrealized
WING WINGSTOP INC 0.0%
Value ($000) $3 Shares 14 Est. Cost $260.10 Unrealized 0.0%
SKYW SKYWEST INC 0.0%
Value ($000) $3 Shares 36 Est. Cost $102.28 Unrealized 0.0%
SM SM ENERGY CO 0.0%
Value ($000) $3 Shares 104 Est. Cost $34.54 Unrealized 0.0%
LEU CENTRUS ENERGY CORP CLASS A 0.0%
Value ($000) $3 Shares 50 Est. Cost $84.27 Unrealized 0.0%
FSS FEDERAL SIGNAL CORP 0.0%
Value ($000) $3 Shares 42 Est. Cost $88.89 Unrealized 0.0%
FLR FLUOR CORP NEW 0.0%
Value ($000) $3 Shares 86 Est. Cost $43.19 Unrealized 0.0%
SG SWEETGREEN INC CLASS A 0.0%
Value ($000) $3 Shares 123 Est. Cost $27.60 Unrealized 0.0%
POWL POWELL INDS INC 0.0%
Value ($000) $3 Shares 18 Est. Cost $208.15 Unrealized 0.0%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $3 Shares 104 Est. Cost $24.95 Unrealized +8.2%
JAZZ JAZZ PHARMACEUTICALS P F 0.0%
Value ($000) $3 Shares 24 Est. Cost $117.86 Unrealized +10.7%
CARG CARGURUS INC CLASS A 0.0%
Value ($000) $3 Shares 102 Est. Cost $35.03 Unrealized 0.0%
SCO PROSHARES ULTRST BLOM CRUDE ETF 0.0%
Value ($000) $3 Shares 177 Est. Cost $16.92 Unrealized
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $3 Shares 24 Est. Cost $153.58 Unrealized 0.0%
PAYO PAYONEER GLOBAL INC 0.0%
Value ($000) $3 Shares 384 Est. Cost $9.33 Unrealized 0.0%
FOUR SHIFT4 PMTS INC CLASS A 0.0%
Value ($000) $3 Shares 34 Est. Cost $103.05 Unrealized 0.0%
GTLS CHART INDS INC 0.0%
Value ($000) $3 Shares 19 Est. Cost $184.15 Unrealized 0.0%
COMT ISHR ETF GSCI CMD DYN STR ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.81 Unrealized
ROCKET LAB USA INC 0.0%
Value ($000) $3 Shares 148 Est. Cost $17.88 Unrealized
CRDO CREDO TECHNOLOGY GROUP F 0.0%
Value ($000) $3 Shares 65 Est. Cost $62.16 Unrealized 0.0%
ACH OWENS & MINOR INC NEW 0.0%
Value ($000) $3 Shares 288 Est. Cost $10.56 Unrealized 0.0%
ANF ABERCROMBIE & FITCH CO CLASS A 0.0%
Value ($000) $3 Shares 34 Est. Cost $107.66 Unrealized 0.0%
FTDR FRONTDOOR INC 0.0%
Value ($000) $3 Shares 66 Est. Cost $50.94 Unrealized 0.0%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $3 Shares 28 Est. Cost $883.63 Unrealized
IHI ISHARES US MEDICAL DEVICES ETF 0.0%
Value ($000) $3 Shares 42 Est. Cost $53.98 Unrealized
TSNDF TERRASCEND CORP F 0.0%
Value ($000) $2 Shares 5,000 Est. Cost $0.91 Unrealized -41.3%
RGTI RIGETTI COMPUTING INC 0.0%
Value ($000) $2 Shares 300 Est. Cost $11.09 Unrealized 0.0%
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.0%
Value ($000) $2 Shares 23 Est. Cost $100.65 Unrealized
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $45.74 Unrealized
CHWY CHEWY INC CLASS A 0.0%
Value ($000) $2 Shares 65 Est. Cost $35.87 Unrealized 0.0%
CI THE CIGNA GROUP 0.0%
Value ($000) $2 Shares 6 Est. Cost $280.77 Unrealized +5.3%
EMXC ISHARES MSCI EMERGING MARKETS EX CHI 0.0%
Value ($000) $2 Shares 37 Est. Cost $54.56 Unrealized
GEHC GE HEALTHCARE TECHNOLOGI 0.0%
Value ($000) $2 Shares 25 Est. Cost $69.79 Unrealized +23.0%
MNKD MANNKIND CORP 0.0%
Value ($000) $2 Shares 384 Est. Cost $5.75 Unrealized -2.5%
RHI ROBERT HALF INC 0.0%
Value ($000) $2 Shares 34 Est. Cost $79.48 Unrealized -23.3%
BNTX BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $2 Shares 20 Est. Cost $113.95 Unrealized
ROBO ROBO GLOBAL ROBOTICS ANDAUTOMATION 0.0%
Value ($000) $2 Shares 34 Est. Cost $55.09 Unrealized
EMB ISHARES JPMORGAN USD MTSBOND ETF 0.0%
Value ($000) $2 Shares 19 Est. Cost $90.95 Unrealized
CLPT CLEARPOINT NEURO INC 0.0%
Value ($000) $2 Shares 140 Est. Cost $15.55 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value ($000) $2 Shares 23 Est. Cost $41.35 Unrealized +80.3%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $2 Shares 19 Est. Cost $83.42 Unrealized
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $2 Shares 250 Est. Cost $3.97 Unrealized +97.6%
CRDF CARDIFF ONCOLOGY INC 0.0%
Value ($000) $2 Shares 500 Est. Cost $1.21 Unrealized +226.9%
ENR ENERGIZER HLDGS INC NEW 0.0%
Value ($000) $1 Shares 50 Est. Cost $28.47 Unrealized +6.1%
SBUX STARBUCKS CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $92.19 Unrealized +9.5%
EATON VANCE TAX MGD BUY 0.0%
Value ($000) $1 Shares 101 Est. Cost $15.00 Unrealized
PPTA PERPETUA RES CORP F 0.0%
Value ($000) $1 Shares 120 Est. Cost $10.26 Unrealized +4.6%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $53.61 Unrealized +80.4%
IEUR ISHARES CORE MSCI EUROPEETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $54.35 Unrealized
EFX EQUIFAX INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $199.85 Unrealized +24.9%
VGZ VISTA GOLD CORP F 0.0%
Value ($000) $1 Shares 1,400 Est. Cost $0.63 Unrealized +5.1%
WBD WARNER BROS DISCOVERY IN 0.0%
Value ($000) $1 Shares 104 Est. Cost $10.79 Unrealized -3.1%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $1 Shares 4 Est. Cost $264.25 Unrealized
BARRICK GOLD CORP F 0.0%
Value ($000) $1 Shares 55 Est. Cost $19.44 Unrealized
SONO SONOS INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $13.49 Unrealized -2.6%
DIVO AMPLIFY CWP ENHANCED DIVINM ETF 0.0%
Value ($000) $1 Shares 26 Est. Cost $36.31 Unrealized
BTG B2GOLD CORP F 0.0%
Value ($000) $1 Shares 350 Est. Cost $2.87 Unrealized -7.5%
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $43.59 Unrealized +76.5%
SPLB SPDR LONG TERM CORPORATEBOND ETF 0.0%
Value ($000) $1 Shares 44 Est. Cost $23.71 Unrealized
BTZI BOTS INC ORDF 0.0%
Value ($000) $1 Shares 190,000 Est. Cost $0.01 Unrealized +32.5%
EQH EQUITABLE HLDGS INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $39.87 Unrealized +28.7%
COHR COHERENT CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $74.72 Unrealized +10.9%
SNAP SNAP INC CLASS A 0.0%
Value ($000) $1 Shares 100 Est. Cost $12.26 Unrealized -15.0%
LEGN LEGEND BIOTECH CORP FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $1 Shares 25 Est. Cost $32.56 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $119.43 Unrealized
XLP SPDR FUND CONSUMER STAPLES ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $73.40 Unrealized
XLU SELECT SECTOR UTI SELECTSPDR ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $67.10 Unrealized
LI LI AUTO INC FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $1 Shares 30 Est. Cost $24.00 Unrealized
BSV VANGUARD SHORT-TERM BONDETF 0.0%
Value ($000) $1 Shares 9 Est. Cost $76.70 Unrealized
PGEN PRECIGEN INC 0.0%
Value ($000) $1 Shares 450 Est. Cost $1.17 Unrealized +34.0%
PGY PAGAYA TECHNOLOGIES LT FCLASS A 0.0%
Value ($000) $1 Shares 62 Est. Cost $10.56 Unrealized +5.1%
SMOG VANECK LOW CARBON ENERGYETF 0.0%
Value ($000) $1 Shares 6 Est. Cost $110.67 Unrealized
DFGR DIMENSIONL GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $1 Shares 23 Est. Cost $25.44 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $71.54 Unrealized -28.4%
HL HECLA MNG CO 0.0%
Value ($000) $1 Shares 90 Est. Cost $5.29 Unrealized +4.6%
LE LANDS END INC NEW 0.0%
Value ($000) $0 Shares 44 Est. Cost $7.43 Unrealized +60.4%
BTAL AGF US MKT NEUTRL ANTI BETA ETF 0.0%
Value ($000) $0 Shares 19 Est. Cost $16.95 Unrealized
UAA UNDER ARMOUR INC CLASS A 0.0%
Value ($000) $0 Shares 64 Est. Cost $7.69 Unrealized -3.2%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 24 Est. Cost $12.33 Unrealized +22.6%
HMC HONDA MTR LTD FSPONSORED ADR 1 ADR REPS 3 ORD SHS 0.0%
Value ($000) $0 Shares 13 Est. Cost $28.54 Unrealized
GLTR ABRDN PHYSICAL PREC MTL BSKT SHS ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $89.91 Unrealized
CALY TOPGOLF CALLAWAY BRANDS 0.0%
Value ($000) $0 Shares 50 Est. Cost $12.85 Unrealized -42.9%
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost $42.90 Unrealized
NIO NIO INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $0 Shares 67 Est. Cost $4.36 Unrealized
SWBI SMITH & WESSON BRANDS IN 0.0%
Value ($000) $0 Shares 24 Est. Cost $13.71 Unrealized -24.9%
TRAW TRAWS PHARMA INC 0.0%
Value ($000) $0 Shares 96 Est. Cost $9.11 Unrealized -42.9%
OXY/WS OCCIDENTAL PETE C 27 WTSWARRANTS EXP 08/03/27 0.0%
Value ($000) $0 Shares 8 Est. Cost $27.50 Unrealized
GYRO GYRODYNE LLC LP 0.0%
Value ($000) $0 Shares 22 Est. Cost $9.55 Unrealized -7.0%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $49.66 Unrealized +12.5%
BP BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS 0.0%
Value ($000) $0 Shares 5 Est. Cost $29.60 Unrealized
DBA INVESCO DB AGRICULTURE FUND 0.0%
Value ($000) $0 Shares 5 Est. Cost $23.80 Unrealized
RIVN RIVIAN AUTOMOTIVE INC CLASS A 0.0%
Value ($000) $0 Shares 7 Est. Cost $11.51 Unrealized +9.3%
HCWC HEALTHY CHOICE WELLNESS CLASS A 0.0%
Value ($000) $0 Shares 130 Est. Cost $1.38 Unrealized -40.0%
BLNK BLINK CHARGING CO 0.0%
Value ($000) $0 Shares 50 Est. Cost $3.12 Unrealized -62.9%
UXIN UXIN LTD FSPONSORED ADR 1 ADR REPS 300 ORD SHS 0.0%
Value ($000) $0 Shares 10 Est. Cost $4.60 Unrealized
AYRWF AYR WELLNESS INC FCLASS A 0.0%
Value ($000) $0 Shares 136 Est. Cost $1.19 Unrealized -70.2%
ENZC ENZOLYTICS INC 0.0%
Value ($000) $0 Shares 29,860 Est. Cost $0.03 Unrealized -96.8%
PSQH PSQ HLDGS INC CLASS A 0.0%
Value ($000) $0 Shares 5 Est. Cost $2.89 Unrealized +17.3%
CWBHF CHARLOTTES WEB HLDGS I F 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.12 Unrealized -16.7%
SHENGDA TECH INC OXXXBANKRUPTCY EFF: 10/18/12 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.00 Unrealized
WASATCH PHARMACEUTICAXXXREGISTRATION REVOKED BY THE SEC EFF: 09/29/23 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.00 Unrealized
SMALL BUSINESS CO 0XXXREGISTRATION REVOKED BY THE SEC EFF: 01/21/14 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.00 Unrealized
TRAWS PHARMA, INC. 0.0%
Value ($000) $0 Shares 5,133 Est. Cost $0.00 Unrealized
BBIG VINCO VENTURES INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $0.00 Unrealized 0.0%
LINK MOTION INC FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.0%
Value ($000) $0 Shares 90 Est. Cost $0.01 Unrealized
ADXS AYALA PHARMACEUTICALS IN 0.0%
Value ($000) $0 Shares 3 Est. Cost $0.03 Unrealized 0.0%
ARMCO METALS HLDGS XXXREGISTRATION REVOKED BY THE SEC EFF: 02/14/20 0.0%
Value ($000) $0 Shares 189 Est. Cost Unrealized
HCMC HEALTHIER CHOICES MGMT C 0.0%
Value ($000) $0 Shares 6,995,237 Est. Cost $0.00 Unrealized 0.0%
DNABW GINKGO BIOWORKS H 26 WTFWARRANTS EXP 09/16/26 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
CNVIF CONAVI MED CORP F 0.0%
Value ($000) $0 Shares 1 Est. Cost $0.47 Unrealized 0.0%