JTC Employer Solutions Trustee Ltd Diversified Active

CIK: 0001875645 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 29, 2025

Total Value ($000): $1,049 (100.0% shares, 0.0% debt)

Holdings (310)

GSK GSK PLC 54.9%
Value ($000) $576 Shares 14,997,384 Est. Cost $4.53 Unrealized
JPM JPMORGAN CHASE & CO. 6.8%
Value ($000) $72 Shares 246,878 Est. Cost $110.10 Unrealized +129.5%
UNP UNION PAC CORP 4.6%
Value ($000) $48 Shares 207,900 Est. Cost $200.61 Unrealized +8.9%
IBIT ISHARES BITCOIN TRUST ETF 2.4%
Value ($000) $25 Shares 415,961 Est. Cost $0.06 Unrealized
AAPL APPLE INC 1.7%
Value ($000) $18 Shares 88,116 Est. Cost $129.25 Unrealized +55.8%
COST COSTCO WHSL CORP NEW 1.5%
Value ($000) $15 Shares 15,477 Est. Cost $417.59 Unrealized +137.2%
C CITIGROUP INC 1.4%
Value ($000) $15 Shares 175,783 Est. Cost $57.87 Unrealized +23.0%
AIG AMERICAN INTL GROUP INC 1.4%
Value ($000) $15 Shares 171,000 Est. Cost $46.60 Unrealized +75.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.3%
Value ($000) $14 Shares 61,101 Est. Cost $0.12 Unrealized
NVDA NVIDIA CORPORATION 1.3%
Value ($000) $13 Shares 85,298 Est. Cost $115.87 Unrealized +8.6%
MA MASTERCARD INCORPORATED 1.2%
Value ($000) $13 Shares 22,621 Est. Cost $388.99 Unrealized +41.8%
USHY ISHARES TR 1.1%
Value ($000) $12 Shares 310,219 Est. Cost $0.03 Unrealized
BAC BANK AMERICA CORP 1.1%
Value ($000) $11 Shares 241,805 Est. Cost $36.13 Unrealized +14.7%
AMZN AMAZON COM INC 0.9%
Value ($000) $10 Shares 44,317 Est. Cost $190.25 Unrealized +4.0%
GSL GLOBAL SHIP LEASE INC NEW 0.9%
Value ($000) $10 Shares 363,258 Est. Cost $19.19 Unrealized +21.9%
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $9 Shares 13,992 Est. Cost $439.51 Unrealized
GOOGL ALPHABET INC 0.8%
Value ($000) $8 Shares 44,684 Est. Cost $121.01 Unrealized +34.9%
GOOG ALPHABET INC 0.7%
Value ($000) $7 Shares 42,256 Est. Cost $125.26 Unrealized +31.6%
QQQ INVESCO QQQ TR 0.7%
Value ($000) $7 Shares 13,219 Est. Cost $268.13 Unrealized
AXP AMERICAN EXPRESS CO 0.7%
Value ($000) $7 Shares 22,500 Est. Cost $158.27 Unrealized +76.5%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $7 Shares 9 Est. Cost $458706.22 Unrealized +66.1%
COF CAPITAL ONE FINL CORP 0.6%
Value ($000) $6 Shares 29,320 Est. Cost $148.68 Unrealized +24.5%
TD TORONTO DOMINION BK ONT 0.5%
Value ($000) $5 Shares 71,315 Est. Cost $69.96 Unrealized -6.7%
SYF SYNCHRONY FINANCIAL 0.5%
Value ($000) $5 Shares 75,000 Est. Cost $31.88 Unrealized +73.6%
CBRE CBRE GROUP INC 0.5%
Value ($000) $5 Shares 35,000 Est. Cost $73.85 Unrealized +71.2%
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $5 Shares 8,055 Est. Cost $252.17 Unrealized
IVV ISHARES TR 0.4%
Value ($000) $4 Shares 7,026 Est. Cost $52.25 Unrealized
PLAB PHOTRONICS INC 0.4%
Value ($000) $4 Shares 191,856 Est. Cost $22.24 Unrealized -15.8%
SCHP SCHWAB STRATEGIC TR 0.4%
Value ($000) $4 Shares 141,964 Est. Cost $0.04 Unrealized
EWJ ISHARES INC 0.3%
Value ($000) $4 Shares 48,837 Est. Cost $67.34 Unrealized
HLN HALEON PLC 0.3%
Value ($000) $3 Shares 322,762 Est. Cost $0.53 Unrealized
GLD SPDR GOLD TR 0.3%
Value ($000) $3 Shares 10,953 Est. Cost $7.86 Unrealized
RCI ROGERS COMMUNICATIONS INC 0.3%
Value ($000) $3 Shares 103,931 Est. Cost $49.66 Unrealized -47.2%
DIA SPDR DOW JONES INDL AVERAGE 0.3%
Value ($000) $3 Shares 6,868 Est. Cost $339.30 Unrealized
MSFT MICROSOFT CORP 0.3%
Value ($000) $3 Shares 6,032 Est. Cost $312.32 Unrealized +38.4%
META META PLATFORMS INC 0.3%
Value ($000) $3 Shares 4,058 Est. Cost $618.14 Unrealized -0.2%
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $3 Shares 60,000 Est. Cost $32.79 Unrealized +15.0%
DIS DISNEY WALT CO 0.2%
Value ($000) $2 Shares 19,146 Est. Cost $169.72 Unrealized -39.4%
ARKK ARK ETF TR 0.2%
Value ($000) $2 Shares 32,152 Est. Cost $86.77 Unrealized
GLW CORNING INC 0.2%
Value ($000) $2 Shares 40,000 Est. Cost $35.29 Unrealized +31.2%
CX CEMEX SAB DE CV 0.2%
Value ($000) $2 Shares 301,972 Est. Cost $7.17 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.2%
Value ($000) $2 Shares 184,687 Est. Cost $13.56 Unrealized -21.0%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $2 Shares 22,580 Est. Cost $283.02 Unrealized -75.9%
INDA ISHARES TR 0.1%
Value ($000) $2 Shares 28,000 Est. Cost $0.06 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $1 Shares 13,170 Est. Cost $51.55 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $1 Shares 1,061 Est. Cost $42.90 Unrealized +163.5%
ORCL ORACLE CORP 0.1%
Value ($000) $1 Shares 6,330 Est. Cost $99.74 Unrealized +61.2%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $1 Shares 2,028 Est. Cost $85.35 Unrealized
SLG SL GREEN RLTY CORP 0.1%
Value ($000) $1 Shares 20,397 Est. Cost $0.03 Unrealized
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $1 Shares 11,700 Est. Cost $101.38 Unrealized -0.8%
SUNRISE COMMUNICATIONS AG 0.1%
Value ($000) $1 Shares 21,220 Est. Cost $0.04 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $1 Shares 17,820 Est. Cost $3.26 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $1 Shares 8,099 Est. Cost $47.25 Unrealized +148.2%
AA ALCOA CORP 0.1%
Value ($000) $1 Shares 35,437 Est. Cost $40.34 Unrealized -33.6%
MCD MCDONALDS CORP 0.1%
Value ($000) $1 Shares 3,540 Est. Cost $209.30 Unrealized +45.0%
LBRDK LIBERTY BROADBAND CORP 0.1%
Value ($000) $1 Shares 10,332 Est. Cost $69.84 Unrealized +20.2%
IGV ISHARES TR 0.1%
Value ($000) $1 Shares 9,011 Est. Cost $78.19 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1 Shares 7,500 Est. Cost $0.09 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1 Shares 13,000 Est. Cost $60.92 Unrealized
KKR KKR & CO INC 0.1%
Value ($000) $1 Shares 6,657 Est. Cost $73.43 Unrealized +58.9%
IWF ISHARES TR 0.1%
Value ($000) $1 Shares 2,016 Est. Cost $271.46 Unrealized
DE DEERE & CO 0.1%
Value ($000) $1 Shares 1,585 Est. Cost $341.75 Unrealized +41.8%
MBI MBIA INC 0.1%
Value ($000) $1 Shares 180,000 Est. Cost $5.04 Unrealized -12.0%
DJP BARCLAYS BANK PLC 0.1%
Value ($000) $1 Shares 22,690 Est. Cost $31.31 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $1 Shares 10,753 Est. Cost $46.58 Unrealized +29.6%
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $1 Shares 15,000 Est. Cost $39.85 Unrealized +14.3%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $1 Shares 5,400 Est. Cost $126.44 Unrealized
KWEB KRANESHARES TRUST 0.1%
Value ($000) $1 Shares 20,340 Est. Cost $8.27 Unrealized
V VISA INC 0.1%
Value ($000) $1 Shares 1,700 Est. Cost $220.43 Unrealized +57.4%
ETH GRAYSCALE ETHEREUM MINI TR E 0.1%
Value ($000) $1 Shares 25,000 Est. Cost $0.03 Unrealized
AAAU GOLDMAN SACHS PHYSICAL GOLD 0.1%
Value ($000) $1 Shares 17,823 Est. Cost $17.61 Unrealized
BIDU BAIDU INC 0.1%
Value ($000) $1 Shares 6,662 Est. Cost $14.88 Unrealized
MMM 3M CO 0.1%
Value ($000) $1 Shares 3,615 Est. Cost $85.50 Unrealized +65.2%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1 Shares 3,000 Est. Cost $0.19 Unrealized
IXG ISHARES TR 0.0%
Value ($000) $1 Shares 4,700 Est. Cost $77.66 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $1 Shares 5,670 Est. Cost $68.74 Unrealized +21.0%
GE GE AEROSPACE 0.0%
Value ($000) $0 Shares 1,890 Est. Cost $62.95 Unrealized +247.2%
QCOM QUALCOMM INC 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $118.60 Unrealized +22.3%
PBA PEMBINA PIPELINE CORP 0.0%
Value ($000) $0 Shares 12,750 Est. Cost $24.77 Unrealized +50.7%
COHR COHERENT CORP 0.0%
Value ($000) $0 Shares 5,308 Est. Cost $55.36 Unrealized +30.0%
TSLA TESLA INC 0.0%
Value ($000) $0 Shares 1,442 Est. Cost $289.15 Unrealized +4.2%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $0 Shares 3,186 Est. Cost $128.60 Unrealized +6.5%
MNTK MONTAUK RENEWABLES INC 0.0%
Value ($000) $0 Shares 197,859 Est. Cost $13.37 Unrealized -84.2%
WMT WALMART INC 0.0%
Value ($000) $0 Shares 4,500 Est. Cost $71.80 Unrealized +32.0%
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value ($000) $0 Shares 18,308 Est. Cost $31.06 Unrealized -30.7%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 19,850 Est. Cost $32.07 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $0 Shares 3,789 Est. Cost $88.55 Unrealized +18.0%
NEM NEWMONT CORP 0.0%
Value ($000) $0 Shares 7,000 Est. Cost $38.51 Unrealized +37.4%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $0 Shares 5,762 Est. Cost $57.75 Unrealized +40.9%
URNM SPROTT FDS TR 0.0%
Value ($000) $0 Shares 8,500 Est. Cost $0.03 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $0 Shares 6,473 Est. Cost $20.43 Unrealized +182.2%
EQX EQUINOX GOLD CORP 0.0%
Value ($000) $0 Shares 69,125 Est. Cost $3.45 Unrealized +88.3%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 8,020 Est. Cost $54.32 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $25.92 Unrealized -13.8%
MTUM ISHARES TR 0.0%
Value ($000) $0 Shares 1,502 Est. Cost $173.10 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $0 Shares 2,508 Est. Cost $99.67 Unrealized +9.2%
WSO WATSCO INC 0.0%
Value ($000) $0 Shares 780 Est. Cost $286.30 Unrealized +62.0%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $0 Shares 2,230 Est. Cost $144.91 Unrealized +4.1%
EUFN ISHARES TR 0.0%
Value ($000) $0 Shares 10,600 Est. Cost $19.56 Unrealized
NKE NIKE INC 0.0%
Value ($000) $0 Shares 4,640 Est. Cost $116.85 Unrealized -49.4%
EEM ISHARES TR 0.0%
Value ($000) $0 Shares 6,718 Est. Cost $55.12 Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $0 Shares 3,944 Est. Cost $0.03 Unrealized
B BARRICK MNG CORP 0.0%
Value ($000) $0 Shares 15,422 Est. Cost $19.29 Unrealized 0.0%
SHV ISHARES TR 0.0%
Value ($000) $0 Shares 2,882 Est. Cost $0.11 Unrealized
EUAD SPINNAKER ETF SERIES 0.0%
Value ($000) $0 Shares 7,053 Est. Cost $0.03 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $0 Shares 4,051 Est. Cost $48.75 Unrealized +38.1%
MRK MERCK & CO INC 0.0%
Value ($000) $0 Shares 3,729 Est. Cost $82.32 Unrealized -6.0%
BX BLACKSTONE INC 0.0%
Value ($000) $0 Shares 1,960 Est. Cost $82.30 Unrealized +64.2%
MCO MOODYS CORP 0.0%
Value ($000) $0 Shares 579 Est. Cost $282.31 Unrealized +63.3%
RXI ISHARES TR 0.0%
Value ($000) $0 Shares 1,511 Est. Cost $171.41 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $0 Shares 1,375 Est. Cost $154.91 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $0 Shares 8,300 Est. Cost $45.97 Unrealized -26.2%
TGT TARGET CORP 0.0%
Value ($000) $0 Shares 2,800 Est. Cost $121.09 Unrealized -22.9%
SYK STRYKER CORPORATION 0.0%
Value ($000) $0 Shares 680 Est. Cost $243.53 Unrealized +52.6%
DWM WISDOMTREE TR 0.0%
Value ($000) $0 Shares 4,226 Est. Cost $54.42 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $0 Shares 1,353 Est. Cost $147.82 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $0 Shares 2,399 Est. Cost $126.16 Unrealized
FMC FMC CORP 0.0%
Value ($000) $0 Shares 6,100 Est. Cost $53.30 Unrealized -28.1%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $0 Shares 43 Est. Cost $2296.54 Unrealized +121.8%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $0 Shares 1,312 Est. Cost $32.69 Unrealized +369.9%
RTX RTX CORPORATION 0.0%
Value ($000) $0 Shares 1,671 Est. Cost $76.33 Unrealized +72.6%
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $0 Shares 600 Est. Cost $137.79 Unrealized +164.4%
COP CONOCOPHILLIPS 0.0%
Value ($000) $0 Shares 2,706 Est. Cost $47.19 Unrealized +86.5%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $0 Shares 2,622 Est. Cost $73.20 Unrealized +23.0%
KO COCA COLA CO 0.0%
Value ($000) $0 Shares 3,332 Est. Cost $50.78 Unrealized +37.4%
PEP PEPSICO INC 0.0%
Value ($000) $0 Shares 1,770 Est. Cost $143.83 Unrealized -8.9%
DXJ WISDOMTREE TR 0.0%
Value ($000) $0 Shares 1,975 Est. Cost $61.27 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 1,280 Est. Cost $137.50 Unrealized
EWZ ISHARES INC 0.0%
Value ($000) $0 Shares 7,730 Est. Cost $21.62 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $0 Shares 416 Est. Cost $158.10 Unrealized +163.1%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 925 Est. Cost $225.35 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $0 Shares 2,360 Est. Cost $80.93 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $75.24 Unrealized +60.8%
GDX VANECK ETF TRUST 0.0%
Value ($000) $0 Shares 4,043 Est. Cost $28.24 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $164.21 Unrealized +6.1%
RY ROYAL BK CDA 0.0%
Value ($000) $0 Shares 1,550 Est. Cost $118.11 Unrealized +3.6%
HD HOME DEPOT INC 0.0%
Value ($000) $0 Shares 552 Est. Cost $288.36 Unrealized +23.4%
CAT CATERPILLAR INC 0.0%
Value ($000) $0 Shares 520 Est. Cost $200.68 Unrealized +64.9%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $0 Shares 1,680 Est. Cost $59.33 Unrealized +94.2%
ARKQ ARK ETF TR 0.0%
Value ($000) $0 Shares 2,165 Est. Cost $0.04 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $0 Shares 6,200 Est. Cost $19.05 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $0 Shares 1,496 Est. Cost $105.61 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $0 Shares 2,274 Est. Cost $77.51 Unrealized -1.2%
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $0 Shares 16,000 Est. Cost $10.56 Unrealized
SPHR SPHERE ENTERTAINMENT CO 0.0%
Value ($000) $0 Shares 4,300 Est. Cost $34.62 Unrealized -2.2%
MO ALTRIA GROUP INC 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $33.97 Unrealized +64.7%
TQQQ PROSHARES TR 0.0%
Value ($000) $0 Shares 3,880 Est. Cost $0.04 Unrealized
SLVP ISHARES INC 0.0%
Value ($000) $0 Shares 9,750 Est. Cost $0.01 Unrealized
MSGE MADISON SQUARE GARDEN ENTMT 0.0%
Value ($000) $0 Shares 4,300 Est. Cost $31.07 Unrealized +13.7%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $0 Shares 944 Est. Cost $76.42 Unrealized +119.0%
ARKW ARK ETF TR 0.0%
Value ($000) $0 Shares 1,145 Est. Cost $83.54 Unrealized
LBRDA LIBERTY BROADBAND CORP 0.0%
Value ($000) $0 Shares 1,663 Est. Cost $76.27 Unrealized +9.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $0 Shares 299 Est. Cost $554.13 Unrealized -24.7%
WESTERN ASSET EMERGING MKTS 0.0%
Value ($000) $0 Shares 16,138 Est. Cost $7.99 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $0 Shares 1,353 Est. Cost $70.57 Unrealized +55.1%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $55.76 Unrealized -14.7%
FWONA LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $0 Shares 1,663 Est. Cost $0.06 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $0 Shares 1,906 Est. Cost $39.98 Unrealized +78.0%
LI LI AUTO INC 0.0%
Value ($000) $0 Shares 5,580 Est. Cost $0.03 Unrealized
URTH ISHARES INC 0.0%
Value ($000) $0 Shares 878 Est. Cost $126.48 Unrealized
GLPI GAMING & LEISURE PPTYS INC 0.0%
Value ($000) $0 Shares 3,126 Est. Cost $46.39 Unrealized
VFH VANGUARD WORLD FD 0.0%
Value ($000) $0 Shares 1,148 Est. Cost $90.59 Unrealized
CPNG COUPANG INC 0.0%
Value ($000) $0 Shares 4,800 Est. Cost $19.58 Unrealized +30.8%
BMO BANK MONTREAL QUE 0.0%
Value ($000) $0 Shares 1,595 Est. Cost $90.05 Unrealized +10.4%
AR ANTERO RESOURCES CORP 0.0%
Value ($000) $0 Shares 3,500 Est. Cost $34.55 Unrealized +9.6%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 1,959 Est. Cost $101.25 Unrealized -7.9%
MKL MARKEL GROUP INC 0.0%
Value ($000) $0 Shares 70 Est. Cost $1198.75 Unrealized +56.4%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $0 Shares 1,734 Est. Cost $0.03 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value ($000) $0 Shares 11,245 Est. Cost $0.01 Unrealized
HSAI HESAI GROUP 0.0%
Value ($000) $0 Shares 6,231 Est. Cost $0.02 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $0 Shares 600 Est. Cost $152.36 Unrealized +18.7%
GDXJ VANECK ETF TRUST 0.0%
Value ($000) $0 Shares 1,977 Est. Cost $32.27 Unrealized
MOO VANECK ETF TRUST 0.0%
Value ($000) $0 Shares 1,802 Est. Cost $91.01 Unrealized
URA GLOBAL X FDS 0.0%
Value ($000) $0 Shares 3,309 Est. Cost $0.02 Unrealized
SONY SONY GROUP CORP 0.0%
Value ($000) $0 Shares 4,950 Est. Cost $14.54 Unrealized
EDEN ISHARES TR 0.0%
Value ($000) $0 Shares 1,018 Est. Cost $0.13 Unrealized
XBI SPDR SERIES TRUST 0.0%
Value ($000) $0 Shares 1,550 Est. Cost $76.46 Unrealized
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $22.89 Unrealized +31.0%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 1,584 Est. Cost $67.25 Unrealized
SANDSTORM GOLD LTD 0.0%
Value ($000) $0 Shares 12,998 Est. Cost $0.01 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 2,317 Est. Cost $0.03 Unrealized
DLN WISDOMTREE TR 0.0%
Value ($000) $0 Shares 1,465 Est. Cost $120.14 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $0 Shares 342 Est. Cost $89.52 Unrealized +161.2%
RGTI RIGETTI COMPUTING INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $1.44 Unrealized +630.8%
WTRE WISDOMTREE TR 0.0%
Value ($000) $0 Shares 5,800 Est. Cost $26.38 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $0 Shares 679 Est. Cost $121.20 Unrealized +32.7%
MEOH METHANEX CORP 0.0%
Value ($000) $0 Shares 3,250 Est. Cost $36.66 Unrealized -12.1%
NIO NIO INC 0.0%
Value ($000) $0 Shares 31,051 Est. Cost $0.01 Unrealized
HASI HA SUSTAINABLE INFRA CAP INC 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $40.88 Unrealized -39.2%
SLV ISHARES SILVER TR 0.0%
Value ($000) $0 Shares 3,260 Est. Cost $0.02 Unrealized
SYM SYMBOTIC INC 0.0%
Value ($000) $0 Shares 2,694 Est. Cost $26.19 Unrealized 0.0%
LILAK LIBERTY LATIN AMERICA LTD 0.0%
Value ($000) $0 Shares 16,326 Est. Cost $7.53 Unrealized -28.4%
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $0 Shares 5,000 Est. Cost $26.20 Unrealized
SH PROSHARES TR 0.0%
Value ($000) $0 Shares 2,500 Est. Cost $0.04 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 320 Est. Cost $0.26 Unrealized
JNK SPDR SERIES TRUST 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $110.00 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $0 Shares 560 Est. Cost $225.87 Unrealized -20.1%
SOXX ISHARES TR 0.0%
Value ($000) $0 Shares 400 Est. Cost $0.23 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $0 Shares 840 Est. Cost $55.81 Unrealized +87.1%
BTG B2GOLD CORP 0.0%
Value ($000) $0 Shares 25,900 Est. Cost $4.03 Unrealized -18.8%
IONQ IONQ INC 0.0%
Value ($000) $0 Shares 2,110 Est. Cost $7.62 Unrealized +339.7%
HIMX HIMAX TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.01 Unrealized
EATON VANCE SR FLTNG RTE TR 0.0%
Value ($000) $0 Shares 7,000 Est. Cost $14.57 Unrealized
IMCR IMMUNOCORE HLDGS PLC 0.0%
Value ($000) $0 Shares 2,658 Est. Cost $0.06 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $0 Shares 860 Est. Cost $113.87 Unrealized -5.8%
SILJ AMPLIFY ETF TR 0.0%
Value ($000) $0 Shares 5,600 Est. Cost $0.01 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $0 Shares 822 Est. Cost $71.71 Unrealized +33.1%
IWM ISHARES TR 0.0%
Value ($000) $0 Shares 375 Est. Cost $0.20 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $0 Shares 3,607 Est. Cost $28.38 Unrealized -27.0%
DEM WISDOMTREE TR 0.0%
Value ($000) $0 Shares 1,676 Est. Cost $33.95 Unrealized
GSBD GOLDMAN SACHS BDC INC 0.0%
Value ($000) $0 Shares 6,262 Est. Cost $15.02 Unrealized -26.6%
TEMPLETON DRAGON FD INC 0.0%
Value ($000) $0 Shares 7,007 Est. Cost $9.28 Unrealized
BLACKROCK CORE BD TR 0.0%
Value ($000) $0 Shares 7,200 Est. Cost $0.01 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $0 Shares 903 Est. Cost $60.70 Unrealized +16.7%
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 1,407 Est. Cost $51.94 Unrealized -9.4%
FDX FEDEX CORP 0.0%
Value ($000) $0 Shares 300 Est. Cost $270.30 Unrealized -20.4%
SPRINGWORKS THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 1,450 Est. Cost $82.76 Unrealized
SETM SPROTT FDS TR 0.0%
Value ($000) $0 Shares 3,900 Est. Cost $0.02 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $0 Shares 412 Est. Cost $102.30 Unrealized +49.3%
ALB ALBEMARLE CORP 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $152.58 Unrealized -61.8%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $0 Shares 925 Est. Cost $55.34 Unrealized +17.7%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $0 Shares 2,235 Est. Cost $69.34 Unrealized -54.7%
VTMX VESTA REAL ESTATE CORP 0.0%
Value ($000) $0 Shares 2,184 Est. Cost $0.03 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $0 Shares 797 Est. Cost $71.08 Unrealized -2.2%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $0 Shares 179 Est. Cost $571.74 Unrealized 0.0%
TMF DIREXION SHS ETF TR 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $0.07 Unrealized
ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.0%
Value ($000) $0 Shares 5,109 Est. Cost $4.36 Unrealized +108.5%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $0 Shares 197 Est. Cost $113.70 Unrealized +123.2%
TMV DIREXION SHS ETF TR 0.0%
Value ($000) $0 Shares 1,548 Est. Cost $0.07 Unrealized
SNAP SNAP INC 0.0%
Value ($000) $0 Shares 6,107 Est. Cost $13.41 Unrealized -38.1%
MORGAN STANLEY EMERGING MKTS 0.0%
Value ($000) $0 Shares 10,148 Est. Cost $0.00 Unrealized
IJS ISHARES TR 0.0%
Value ($000) $0 Shares 526 Est. Cost $104.56 Unrealized
DRS LEONARDO DRS INC 0.0%
Value ($000) $0 Shares 1,400 Est. Cost $32.70 Unrealized +22.1%
DOCN DIGITALOCEAN HLDGS INC 0.0%
Value ($000) $0 Shares 1,315 Est. Cost $39.22 Unrealized -25.5%
PINS PINTEREST INC 0.0%
Value ($000) $0 Shares 1,375 Est. Cost $69.72 Unrealized -56.5%
GREK GLOBAL X FDS 0.0%
Value ($000) $0 Shares 850 Est. Cost $0.03 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $0 Shares 500 Est. Cost $112.00 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 3,617 Est. Cost $15.34 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $0 Shares 126 Est. Cost $489.78 Unrealized -23.4%
SDG ISHARES TR 0.0%
Value ($000) $0 Shares 508 Est. Cost $0.08 Unrealized
RERE ATRENEW INC 0.0%
Value ($000) $0 Shares 10,900 Est. Cost $0.00 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $0 Shares 825 Est. Cost $43.08 Unrealized -2.9%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 288 Est. Cost $45.97 Unrealized +120.4%
NNE NANO NUCLEAR ENERGY INC 0.0%
Value ($000) $0 Shares 984 Est. Cost $14.06 Unrealized +96.0%
BBAI BIGBEAR AI HLDGS INC 0.0%
Value ($000) $0 Shares 5,000 Est. Cost $2.21 Unrealized +63.3%
PRME PRIME MEDICINE INC 0.0%
Value ($000) $0 Shares 13,249 Est. Cost $1.54 Unrealized 0.0%
BATRA ATLANTA BRAVES HLDGS INC 0.0%
Value ($000) $0 Shares 665 Est. Cost $42.37 Unrealized +4.4%
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $0 Shares 3,038 Est. Cost $4.84 Unrealized +94.8%
SF STIFEL FINL CORP 0.0%
Value ($000) $0 Shares 321 Est. Cost $55.76 Unrealized +63.4%
HPQ HP INC 0.0%
Value ($000) $0 Shares 1,239 Est. Cost $27.05 Unrealized -8.7%
JBTM JBT MAREL CORPORATION 0.0%
Value ($000) $0 Shares 237 Est. Cost $137.26 Unrealized -18.7%
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $0 Shares 600 Est. Cost $36.35 Unrealized +6.0%
SPT SPROUT SOCIAL INC 0.0%
Value ($000) $0 Shares 1,375 Est. Cost $69.32 Unrealized -69.4%
SD SANDRIDGE ENERGY INC 0.0%
Value ($000) $0 Shares 2,500 Est. Cost $11.88 Unrealized -14.2%
COPX GLOBAL X FDS 0.0%
Value ($000) $0 Shares 606 Est. Cost $0.03 Unrealized
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $0 Shares 500 Est. Cost $119.35 Unrealized -57.4%
LION LIONSGATE STUDIOS CORP 0.0%
Value ($000) $0 Shares 4,514 Est. Cost $6.69 Unrealized 0.0%
ACMR ACM RESH INC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $27.47 Unrealized -18.1%
QSI QUANTUM SI INC 0.0%
Value ($000) $0 Shares 13,340 Est. Cost $1.48 Unrealized 0.0%
PATH UIPATH INC 0.0%
Value ($000) $0 Shares 2,068 Est. Cost $12.24 Unrealized -2.0%
XPEV XPENG INC 0.0%
Value ($000) $0 Shares 1,271 Est. Cost $0.01 Unrealized
URE PROSHARES TR 0.0%
Value ($000) $0 Shares 356 Est. Cost $87.08 Unrealized
F FORD MTR CO 0.0%
Value ($000) $0 Shares 2,021 Est. Cost $10.86 Unrealized -9.1%
DNN DENISON MINES CORP 0.0%
Value ($000) $0 Shares 11,356 Est. Cost $1.67 Unrealized -9.2%
NTR NUTRIEN LTD 0.0%
Value ($000) $0 Shares 361 Est. Cost $71.13 Unrealized -21.3%
T AT&T INC 0.0%
Value ($000) $0 Shares 700 Est. Cost $16.99 Unrealized +58.7%
WAB WABTEC 0.0%
Value ($000) $0 Shares 101 Est. Cost $79.95 Unrealized +139.8%
EWW ISHARES INC 0.0%
Value ($000) $0 Shares 275 Est. Cost $47.27 Unrealized
SQM SOCIEDAD QUIMICA Y MINERA DE 0.0%
Value ($000) $0 Shares 450 Est. Cost $91.11 Unrealized
MORGAN STANLEY EMKT DBT FD I 0.0%
Value ($000) $0 Shares 2,100 Est. Cost $9.52 Unrealized
BKSY BLACKSKY TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 750 Est. Cost $7.92 Unrealized +36.0%
HRTX HERON THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 6,500 Est. Cost $15.91 Unrealized -87.2%
RXRX RECURSION PHARMACEUTICALS IN 0.0%
Value ($000) $0 Shares 2,392 Est. Cost $8.72 Unrealized -43.7%
COLO GLOBAL X FDS 0.0%
Value ($000) $0 Shares 371 Est. Cost $0.02 Unrealized
XBIO XENETIC BIOSCIENCES INC 0.0%
Value ($000) $0 Shares 2,700 Est. Cost $3.72 Unrealized -22.3%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $0 Shares 605 Est. Cost $0.02 Unrealized
FOXA FOX CORP 0.0%
Value ($000) $0 Shares 166 Est. Cost $35.36 Unrealized +48.5%
CRBP CORBUS PHARMACEUTICALS HLDGS 0.0%
Value ($000) $0 Shares 1,106 Est. Cost $4.38 Unrealized +66.0%
PJT PJT PARTNERS INC 0.0%
Value ($000) $0 Shares 48 Est. Cost $69.63 Unrealized +107.8%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $0 Shares 56 Est. Cost $87.37 Unrealized +55.8%
MRNA MODERNA INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $135.24 Unrealized -80.5%
CDLR CADELER A S 0.0%
Value ($000) $0 Shares 298 Est. Cost $0.02 Unrealized
EIDO ISHARES TR 0.0%
Value ($000) $0 Shares 300 Est. Cost $20.00 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $0 Shares 32 Est. Cost $92.85 Unrealized +59.0%
STRZ STARZ ENTERTAINMENT CORP. 0.0%
Value ($000) $0 Shares 300 Est. Cost $15.84 Unrealized 0.0%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 125 Est. Cost $0.04 Unrealized
STNG SCORPIO TANKERS INC 0.0%
Value ($000) $0 Shares 128 Est. Cost $0.05 Unrealized
VRTS VIRTUS INVT PARTNERS INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $165.39 Unrealized -3.8%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 372 Est. Cost $11.87 Unrealized -30.9%
NWSA NEWS CORP NEW 0.0%
Value ($000) $0 Shares 125 Est. Cost $25.31 Unrealized +8.2%
BP BP PLC 0.0%
Value ($000) $0 Shares 146 Est. Cost $26.42 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $0 Shares 751 Est. Cost $5.33 Unrealized
BYND BEYOND MEAT INC 0.0%
Value ($000) $0 Shares 750 Est. Cost $132.95 Unrealized -97.8%
TUR ISHARES INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $20.00 Unrealized
UA UNDER ARMOUR INC 0.0%
Value ($000) $0 Shares 402 Est. Cost $18.84 Unrealized -68.7%
UAA UNDER ARMOUR INC 0.0%
Value ($000) $0 Shares 400 Est. Cost $22.29 Unrealized -72.1%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $0 Shares 169 Est. Cost $11.29 Unrealized -17.4%
DDD 3-D SYS CORP DEL 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $26.43 Unrealized -93.2%
BB BLACKBERRY LTD 0.0%
Value ($000) $0 Shares 525 Est. Cost $10.48 Unrealized -64.0%
AEG AEGON LTD 0.0%
Value ($000) $0 Shares 333 Est. Cost $0.01 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 200 Est. Cost $25.71 Unrealized -60.1%
SKF PROSHARES TR 0.0%
Value ($000) $0 Shares 44 Est. Cost $0.02 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 112 Est. Cost $27.07 Unrealized -59.8%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $0 Shares 128 Est. Cost $15.63 Unrealized
QVCGA QVC GROUP INC 0.0%
Value ($000) $0 Shares 492 Est. Cost $5.74 Unrealized 0.0%
VAL/WS VALARIS LTD 0.0%
Value ($000) $0 Shares 109 Est. Cost $0.01 Unrealized
NGVT INGEVITY CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $79.37 Unrealized -51.4%
LILA LIBERTY LATIN AMERICA LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $7.51 Unrealized -29.0%
CHRD CHORD ENERGY CORPORATION 0.0%
Value ($000) $0 Shares 1 Est. Cost $112.51 Unrealized -18.3%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 31 Est. Cost $14.19 Unrealized +154.8%