JTC Employer Solutions Trustee Ltd Diversified Active

Location: St Helier, Jersey

CIK: 0001875645 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 19, 2026

Total Value: $1.197B

Holdings (308)

Increased Positions (9)

Exited Positions (13)

Decreased Positions (30)

GSK GSK PLC 41.7%
Value $499M (-29.5%) Shares 9,042,389 (-37.3%) Est. Cost $37.54 Unrealized
GOOGL ALPHABET INC 11.9%
Value $142M (-17.0%) Shares 495,326 (-9.7%) Est. Cost $264.38 Unrealized +22.3%
XBI SPDR SERIES TRUST 0.0%
Value $198K (-98.1%) Shares 1,550 (-98.2%) Est. Cost $121.12 Unrealized
CNQ CANADIAN NAT RES LTD 2.2%
Value $26.12M (+25.1%) Shares 537,646 (-12.6%) Est. Cost $32.36 Unrealized +14.9%
QQQ INVESCO QQQ TR 0.3%
Value $4.085M (-47.7%) Shares 7,077 (-44.3%) Est. Cost $374.51 Unrealized
BAC BANK AMERICA CORP 0.9%
Value $10.87M (-18.2%) Shares 223,005 (-7.8%) Est. Cost $36.13 Unrealized +48.5%
IVV ISHARES TR 0.2%
Value $2.964M (-38.4%) Shares 4,537 (-35.4%) Est. Cost $437.38 Unrealized
GSL GLOBAL SHIP LEASE INC NEW 0.9%
Value $10.91M (-14.3%) Shares 293,258 (-19.3%) Est. Cost $19.19 Unrealized +93.3%
C CITIGROUP INC 1.6%
Value $19.03M (-7.2%) Shares 167,803 (-4.5%) Est. Cost $57.87 Unrealized +100.8%
GLW CORNING INC 0.3%
Value $4.079M (+16.4%) Shares 30,000 (-25.0%) Est. Cost $35.29 Unrealized +216.5%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $532K (-46.2%) Shares 2,615 (-43.3%) Est. Cost $155.24 Unrealized +42.8%
AAAU GOLDMAN SACHS PHYSICAL GOLD 0.0%
Value $454K (-40.1%) Shares 9,823 (-44.9%) Est. Cost $17.61 Unrealized
ORCL ORACLE CORP 0.1%
Value $769K (-28.1%) Shares 5,234 (-4.5%) Est. Cost $99.74 Unrealized +70.0%
SLVP ISHARES INC 0.0%
Value $194K (-41.9%) Shares 5,450 (-44.1%) Est. Cost $10.56 Unrealized
ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.0%
Value $78,000 (-59.2%) Shares 5,633 (-52.0%) Est. Cost $8.78 Unrealized +93.6%
SLV ISHARES SILVER TR 0.0%
Value $107K (-49.0%) Shares 1,575 (-51.7%) Est. Cost $22.39 Unrealized
NKE NIKE INC 0.0%
Value $203K (-31.4%) Shares 3,840 (-17.2%) Est. Cost $116.85 Unrealized -45.2%
GEV GE VERNOVA INC 0.0%
Value $354K (+30.1%) Shares 406 (-2.4%) Est. Cost $158.10 Unrealized +366.1%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value $29,000 (-71.0%) Shares 960 (-70.0%) Est. Cost $20.31 Unrealized
MMM 3M CO 0.0%
Value $513K (-11.4%) Shares 3,535 (-2.2%) Est. Cost $85.50 Unrealized +91.8%
GE GE AEROSPACE 0.0%
Value $524K (-10.1%) Shares 1,850 (-2.1%) Est. Cost $62.95 Unrealized +405.5%
SONY SONY GROUP CORP 0.0%
Value $83,000 (-34.1%) Shares 4,000 (-19.2%) Est. Cost $31.50 Unrealized
CAT CATERPILLAR INC 0.0%
Value $262K (-12.1%) Shares 370 (-28.8%) Est. Cost $200.68 Unrealized +241.0%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value $35,000 (-46.2%) Shares 492 (-38.3%) Est. Cost $71.08 Unrealized +15.7%
HWM HOWMET AEROSPACE INC 0.0%
Value $246K (-8.6%) Shares 1,066 (-18.8%) Est. Cost $32.69 Unrealized +592.9%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $38,000 (-34.5%) Shares 155 (-21.3%) Est. Cost $113.70 Unrealized +149.7%
SOLV SOLVENTUM CORP 0.0%
Value $58,000 (-19.4%) Shares 883 (-2.2%) Est. Cost $60.70 Unrealized +29.1%
PG PROCTER AND GAMBLE CO 0.0%
Value $87,000 (-10.3%) Shares 600 (-11.6%) Est. Cost $121.20 Unrealized +25.2%
XOM EXXON MOBIL CORP 0.0%
Value $56,000 (+21.7%) Shares 333 (-14.0%) Est. Cost $88.55 Unrealized +56.7%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $36,000 (+9.1%) Shares 710 (-13.9%) Est. Cost $43.08 Unrealized +1.7%

Unchanged Positions (263)

JPM JPMORGAN CHASE & CO. 5.9%
Value $70.33M Shares 239,030 Est. Cost $110.10 Unrealized +182.8%
MA MASTERCARD INCORPORATED 3.2%
Value $37.96M Shares 75,954 Est. Cost $508.33 Unrealized +6.0%
UNP UNION PAC CORP 4.2%
Value $50.45M Shares 207,900 Est. Cost $200.61 Unrealized +21.3%
GOOG ALPHABET INC 2.1%
Value $24.69M Shares 86,099 Est. Cost $211.32 Unrealized +53.2%
COST COSTCO WHSL CORP NEW 1.3%
Value $15.42M Shares 15,477 Est. Cost $417.59 Unrealized +130.8%
AIG AMERICAN INTL GROUP INC 1.1%
Value $12.87M Shares 171,000 Est. Cost $46.60 Unrealized +63.8%
AXP AMERICAN EXPRESS CO 0.6%
Value $6.807M Shares 22,500 Est. Cost $158.27 Unrealized +125.0%
COF CAPITAL ONE FINL CORP 0.4%
Value $4.559M Shares 25,000 Est. Cost $148.68 Unrealized +50.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.2%
Value $14.32M Shares 42,368 Est. Cost $120.99 Unrealized
AAPL APPLE INC 1.6%
Value $19.02M Shares 74,978 Est. Cost $129.25 Unrealized +103.3%
SYF SYNCHRONY FINANCIAL 0.4%
Value $5.102M Shares 75,000 Est. Cost $31.88 Unrealized +139.2%
AMZN AMAZON COM INC 0.8%
Value $9.305M Shares 44,672 Est. Cost $190.25 Unrealized +19.2%
NVDA NVIDIA CORPORATION 1.2%
Value $13.89M Shares 79,698 Est. Cost $115.87 Unrealized +61.1%
CBRE CBRE GROUP INC 0.4%
Value $4.742M Shares 35,000 Est. Cost $73.85 Unrealized +118.5%
AAL AMERICAN AIRLS GROUP INC 0.2%
Value $1.986M Shares 184,687 Est. Cost $13.56 Unrealized +7.4%
MSFT MICROSOFT CORP 0.2%
Value $2.364M Shares 6,385 Est. Cost $322.01 Unrealized +35.0%
FCX FREEPORT-MCMORAN INC 0.3%
Value $3.527M Shares 60,000 Est. Cost $32.79 Unrealized +86.4%
AA ALCOA CORP 0.2%
Value $2.345M Shares 35,355 Est. Cost $40.34 Unrealized +51.5%
SPY SPDR S&P 500 ETF TR 0.8%
Value $8.996M Shares 13,834 Est. Cost $439.51 Unrealized
GLD SPDR GOLD TR 0.4%
Value $4.713M Shares 10,953 Est. Cost $247.89 Unrealized
META META PLATFORMS INC 0.2%
Value $2.334M Shares 4,080 Est. Cost $618.14 Unrealized +6.1%
DIS DISNEY WALT CO 0.2%
Value $1.846M Shares 19,156 Est. Cost $169.72 Unrealized -35.5%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%
Value $6.469M Shares 9 Est. Cost $458706.22 Unrealized +61.4%
ARKK ARK ETF TR 0.2%
Value $2.172M Shares 32,152 Est. Cost $86.77 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value $1.784M Shares 14,217 Est. Cost $130.21 Unrealized
COHR COHERENT CORP 0.1%
Value $1.264M Shares 5,308 Est. Cost $55.36 Unrealized +285.4%
PYPL PAYPAL HLDGS INC 0.1%
Value $905K Shares 20,000 Est. Cost $283.02 Unrealized -82.3%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $1.185M Shares 8,099 Est. Cost $47.25 Unrealized +226.3%
VOO VANGUARD INDEX FDS 0.4%
Value $4.814M Shares 8,055 Est. Cost $395.78 Unrealized
IGV ISHARES TR 0.1%
Value $721K Shares 9,011 Est. Cost $146.48 Unrealized
KKR KKR & CO INC 0.1%
Value $617K Shares 6,657 Est. Cost $73.43 Unrealized +56.3%
MBI MBIA INC 0.1%
Value $1.063M Shares 180,000 Est. Cost $5.04 Unrealized +29.9%
RGTI RIGETTI COMPUTING INC 0.0%
Value $360K Shares 25,605 Est. Cost $19.49 Unrealized +5.0%
ETH GRAYSCALE ETHEREUM MINI TR E 0.0%
Value $497K Shares 25,000 Est. Cost $32.00 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value $4.122M Shares 8,599 Est. Cost $484.36 Unrealized +1.9%
SLG SL GREEN RLTY CORP 0.1%
Value $753K Shares 20,397 Est. Cost $33.70 Unrealized
EWJ ISHARES INC 0.3%
Value $4.123M Shares 48,837 Est. Cost $67.34 Unrealized
KWEB KRANESHARES TRUST 0.1%
Value $913K Shares 32,083 Est. Cost $33.86 Unrealized
USHY ISHARES TR 1.0%
Value $11.43M Shares 310,219 Est. Cost $34.76 Unrealized
DJP BARCLAYS BANK PLC 0.1%
Value $774K Shares 16,090 Est. Cost $31.31 Unrealized
DE DEERE & CO 0.1%
Value $893K Shares 1,585 Est. Cost $341.75 Unrealized +61.3%
MNTK MONTAUK RENEWABLES INC 0.0%
Value $217K Shares 197,859 Est. Cost $13.37 Unrealized -88.0%
DELL DELL TECHNOLOGIES INC 0.0%
Value $582K Shares 3,548 Est. Cost $133.05 Unrealized -10.5%
QCOM QUALCOMM INC 0.0%
Value $386K Shares 3,000 Est. Cost $118.60 Unrealized +29.8%
DIA SPDR DOW JONES INDL AVERAGE 0.3%
Value $3.181M Shares 6,868 Est. Cost $339.30 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value $1.415M Shares 2,028 Est. Cost $447.24 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value $427K Shares 8,300 Est. Cost $45.97 Unrealized +5.1%
BIDU BAIDU INC 0.1%
Value $601K Shares 5,401 Est. Cost $102.75 Unrealized
COP CONOCOPHILLIPS 0.0%
Value $357K Shares 2,706 Est. Cost $47.19 Unrealized +117.5%
SPHR SPHERE ENTERTAINMENT CO 0.0%
Value $505K Shares 4,300 Est. Cost $34.62 Unrealized +188.7%
IWF ISHARES TR 0.1%
Value $860K Shares 2,016 Est. Cost $271.46 Unrealized
TD TORONTO DOMINION BK ONT 0.6%
Value $6.649M Shares 71,315 Est. Cost $69.96 Unrealized +36.2%
IAU ISHARES GOLD TR 0.1%
Value $1.114M Shares 12,632 Est. Cost $59.60 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value $545K Shares 2,230 Est. Cost $144.91 Unrealized +57.2%
PBA PEMBINA PIPELINE CORP 0.0%
Value $569K Shares 12,750 Est. Cost $24.77 Unrealized +65.5%
V VISA INC 0.0%
Value $514K Shares 1,700 Est. Cost $220.43 Unrealized +49.3%
WMB WILLIAMS COS INC 0.0%
Value $471K Shares 6,473 Est. Cost $20.43 Unrealized +224.7%
RY ROYAL BK CDA 0.1%
Value $1.545M Shares 9,565 Est. Cost $147.77 Unrealized +15.0%
RCI ROGERS COMMUNICATIONS INC 0.3%
Value $4.107M Shares 107,208 Est. Cost $49.37 Unrealized -24.3%
BX BLACKSTONE INC 0.0%
Value $225K Shares 1,960 Est. Cost $82.30 Unrealized +71.2%
PSX PHILLIPS 66 0.0%
Value $247K Shares 1,353 Est. Cost $70.57 Unrealized +108.5%
URNM SPROTT FDS TR 0.0%
Value $536K Shares 8,500 Est. Cost $31.70 Unrealized
ETHA ISHARES ETHEREUM TR 0.0%
Value $157K Shares 9,892 Est. Cost $31.54 Unrealized
TGT TARGET CORP 0.0%
Value $339K Shares 2,800 Est. Cost $121.09 Unrealized -9.8%
MEOH METHANEX CORP 0.0%
Value $193K Shares 3,250 Est. Cost $36.66 Unrealized +29.4%
NEM NEWMONT CORP 0.1%
Value $757K Shares 7,000 Est. Cost $38.51 Unrealized +206.7%
WMT WALMART INC 0.0%
Value $559K Shares 4,500 Est. Cost $71.80 Unrealized +70.0%
AEM AGNICO EAGLE MINES LTD 0.0%
Value $341K Shares 1,680 Est. Cost $59.33 Unrealized +247.3%
MRK MERCK & CO INC 0.0%
Value $449K Shares 3,729 Est. Cost $82.32 Unrealized +38.8%
B BARRICK MNG CORP 0.1%
Value $816K Shares 19,975 Est. Cost $20.62 Unrealized +134.2%
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value $386K Shares 16,717 Est. Cost $31.06 Unrealized -32.6%
EWZ ISHARES INC 0.0%
Value $296K Shares 7,730 Est. Cost $35.04 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value $181K Shares 43 Est. Cost $2296.54 Unrealized +108.2%
PFE PFIZER INC 0.0%
Value $421K Shares 15,000 Est. Cost $25.92 Unrealized +1.0%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value $218K Shares 3,000 Est. Cost $55.76 Unrealized +17.7%
XOVR ENTREPRENEURSHARES SERIES TR 0.0%
Value $240K Shares 14,192 Est. Cost $21.14 Unrealized
CNI CANADIAN NATL RY CO 0.1%
Value $1.202M Shares 11,700 Est. Cost $101.38 Unrealized +0.7%
XLV SELECT SECTOR SPDR TR 0.1%
Value $792K Shares 5,400 Est. Cost $126.44 Unrealized
MCO MOODYS CORP 0.0%
Value $253K Shares 579 Est. Cost $282.31 Unrealized +73.4%
DAL DELTA AIR LINES INC DEL 0.1%
Value $998K Shares 15,000 Est. Cost $39.85 Unrealized +75.3%
SNOW SNOWFLAKE INC 0.0%
Value $90,000 Shares 600 Est. Cost $152.36 Unrealized +27.7%
ALB ALBEMARLE CORP 0.0%
Value $180K Shares 1,000 Est. Cost $152.58 Unrealized +12.2%
RERE ATRENEW INC 0.0%
Value $281K Shares 59,832 Est. Cost $4.31 Unrealized
SOUN SOUNDHOUND AI INC 0.0%
Value $78,000 Shares 11,340 Est. Cost $11.01 Unrealized -14.8%
HSAI HESAI GROUP 0.0%
Value $206K Shares 10,774 Est. Cost $23.56 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value $533K Shares 5,670 Est. Cost $68.74 Unrealized +45.7%
IXG ISHARES TR 0.0%
Value $536K Shares 4,700 Est. Cost $77.66 Unrealized
ARKW ARK ETF TR 0.0%
Value $138K Shares 1,145 Est. Cost $83.54 Unrealized
DXJ WISDOMTREE TR 0.0%
Value $313K Shares 1,975 Est. Cost $61.27 Unrealized
AR ANTERO RESOURCES CORP 0.0%
Value $149K Shares 3,500 Est. Cost $34.55 Unrealized -2.2%
RXI ISHARES TR 0.0%
Value $282K Shares 1,511 Est. Cost $171.41 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value $100K Shares 479 Est. Cost $128.60 Unrealized +33.7%
WFC WELLS FARGO CO NEW 0.0%
Value $152K Shares 1,906 Est. Cost $39.98 Unrealized +125.2%
NFLX NETFLIX INC 0.1%
Value $1.051M Shares 10,930 Est. Cost $101.55 Unrealized -17.4%
MO ALTRIA GROUP INC 0.0%
Value $198K Shares 3,000 Est. Cost $33.97 Unrealized +85.5%
NIO NIO INC 0.0%
Value $165K Shares 27,400 Est. Cost $6.57 Unrealized
EUFN ISHARES TR 0.0%
Value $369K Shares 10,600 Est. Cost $19.56 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value $80,000 Shares 458 Est. Cost $152.72 Unrealized +31.3%
LILAK LIBERTY LATIN AMERICA LTD 0.0%
Value $144K Shares 16,323 Est. Cost $7.53 Unrealized +2.3%
RITM RITHM CAPITAL CORP 0.0%
Value $152K Shares 16,000 Est. Cost $10.56 Unrealized
LBRDK LIBERTY BROADBAND CORP 0.1%
Value $654K Shares 13,005 Est. Cost $69.67 Unrealized -28.6%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value $951K Shares 13,000 Est. Cost $60.92 Unrealized
HASI HA SUSTAINABLE INFRA CAP INC 0.0%
Value $147K Shares 4,000 Est. Cost $40.88 Unrealized -13.9%
TXN TEXAS INSTRS INC 0.0%
Value $194K Shares 1,000 Est. Cost $164.21 Unrealized +25.6%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value $1.037M Shares 7,500 Est. Cost $86.27 Unrealized
GDXJ VANECK ETF TRUST 0.0%
Value $414K Shares 3,452 Est. Cost $67.85 Unrealized
WSO WATSCO INC 0.0%
Value $284K Shares 780 Est. Cost $286.30 Unrealized +37.0%
MSGE MADISON SQUARE GARDEN ENTMT 0.0%
Value $253K Shares 4,300 Est. Cost $31.07 Unrealized +92.3%
PEP PEPSICO INC 0.0%
Value $275K Shares 1,770 Est. Cost $143.83 Unrealized +7.6%
BDX BECTON DICKINSON & CO 0.0%
Value $88,000 Shares 560 Est. Cost $225.87 Unrealized -25.7%
SNAP SNAP INC 0.0%
Value $28,000 Shares 6,107 Est. Cost $13.41 Unrealized -50.8%
FDX FEDEX CORP 0.0%
Value $107K Shares 300 Est. Cost $270.30 Unrealized +25.4%
URA GLOBAL X FDS 0.0%
Value $161K Shares 3,309 Est. Cost $19.95 Unrealized
KO COCA COLA CO 0.0%
Value $253K Shares 3,332 Est. Cost $50.78 Unrealized +47.2%
FMC FMC CORP 0.0%
Value $105K Shares 6,100 Est. Cost $53.30 Unrealized -71.5%
MS MORGAN STANLEY 0.0%
Value $247K Shares 1,500 Est. Cost $75.24 Unrealized +138.8%
MCD MCDONALDS CORP 0.1%
Value $1.1M Shares 3,540 Est. Cost $209.30 Unrealized +51.6%
FWONA LIBERTY MEDIA CORP DEL 0.0%
Value $130K Shares 1,663 Est. Cost $56.52 Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value $159K Shares 1,734 Est. Cost $31.72 Unrealized
RTX RTX CORPORATION 0.0%
Value $324K Shares 1,679 Est. Cost $76.33 Unrealized +157.6%
SYM SYMBOTIC INC 0.0%
Value $143K Shares 2,694 Est. Cost $26.19 Unrealized +131.7%
SYK STRYKER CORPORATION 0.0%
Value $223K Shares 680 Est. Cost $243.53 Unrealized +49.7%
SETM SPROTT FDS TR 0.0%
Value $129K Shares 3,900 Est. Cost $17.44 Unrealized
MSTR MICROSTRATEGY INC 0.0%
Value $75,000 Shares 600 Est. Cost $137.79 Unrealized +6.5%
CL COLGATE PALMOLIVE CO 0.0%
Value $223K Shares 2,622 Est. Cost $73.20 Unrealized +21.2%
MKL MARKEL GROUP INC 0.0%
Value $134K Shares 70 Est. Cost $1198.75 Unrealized +73.3%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $230K Shares 4,082 Est. Cost $48.75 Unrealized +22.4%
SCHP SCHWAB STRATEGIC TR 0.3%
Value $3.776M Shares 141,964 Est. Cost $38.80 Unrealized
MTUM ISHARES TR 0.0%
Value $361K Shares 1,502 Est. Cost $173.10 Unrealized
RXRX RECURSION PHARMACEUTICALS IN 0.0%
Value $44,000 Shares 14,317 Est. Cost $5.83 Unrealized -28.4%
VFH VANGUARD WORLD FD 0.0%
Value $139K Shares 1,148 Est. Cost $90.59 Unrealized
EEM ISHARES TR 0.0%
Value $381K Shares 6,718 Est. Cost $55.12 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value $427K Shares 19,850 Est. Cost $32.07 Unrealized
WESTERN ASSET EMERGING MKTS 0.0%
Value $159K Shares 16,138 Est. Cost $7.99 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value $117K Shares 840 Est. Cost $55.81 Unrealized +148.0%
XLF SELECT SECTOR SPDR TR 0.0%
Value $114K Shares 2,317 Est. Cost $31.94 Unrealized
IMCR IMMUNOCORE HLDGS PLC 0.0%
Value $80,000 Shares 2,658 Est. Cost $57.06 Unrealized
SOXX ISHARES TR 0.0%
Value $131K Shares 400 Est. Cost $225.00 Unrealized
QSI QUANTUM SI INC 0.0%
Value $27,000 Shares 34,540 Est. Cost $1.46 Unrealized -23.2%
GDX VANECK ETF TRUST 0.0%
Value $183K Shares 2,000 Est. Cost $28.24 Unrealized
PINS PINTEREST INC 0.0%
Value $25,000 Shares 1,375 Est. Cost $69.72 Unrealized -68.1%
BBAI BIGBEAR AI HLDGS INC 0.0%
Value $18,000 Shares 5,000 Est. Cost $2.21 Unrealized +133.0%
GM GENERAL MTRS CO 0.0%
Value $105K Shares 1,407 Est. Cost $51.94 Unrealized +58.3%
EUAD SPINNAKER ETF SERIES 0.0%
Value $288K Shares 7,053 Est. Cost $33.46 Unrealized
CX CEMEX SAB DE CV 0.3%
Value $3.459M Shares 301,972 Est. Cost $7.17 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value $118K Shares 1,496 Est. Cost $77.51 Unrealized -0.3%
HD HOME DEPOT INC 0.0%
Value $185K Shares 564 Est. Cost $289.45 Unrealized +30.2%
SPT SPROUT SOCIAL INC 0.0%
Value $8,000 Shares 1,375 Est. Cost $69.32 Unrealized -87.4%
IJK ISHARES TR 0.0%
Value $237K Shares 2,360 Est. Cost $80.93 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value $64,000 Shares 822 Est. Cost $71.71 Unrealized +24.8%
VTMX VESTA REAL ESTATE CORP 0.0%
Value $73,000 Shares 2,184 Est. Cost $25.64 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value $251K Shares 1,280 Est. Cost $137.50 Unrealized
JBTM JBT MAREL CORPORATION 0.0%
Value $30,000 Shares 237 Est. Cost $137.26 Unrealized +16.3%
MRNA MODERNA INC 0.0%
Value $15,000 Shares 300 Est. Cost $135.24 Unrealized -68.2%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value $296K Shares 1,375 Est. Cost $154.91 Unrealized
SD SANDRIDGE ENERGY INC 0.0%
Value $41,000 Shares 2,500 Est. Cost $11.88 Unrealized +32.2%
TEMPLETON DRAGON FD INC 0.0%
Value $74,000 Shares 7,007 Est. Cost $9.28 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value $156K Shares 944 Est. Cost $76.42 Unrealized +130.2%
SH PROSHARES TR 0.0%
Value $95,000 Shares 2,500 Est. Cost $42.40 Unrealized
ARTY ISHARES TR 0.0%
Value $155K Shares 3,326 Est. Cost $48.11 Unrealized
CSCO CISCO SYS INC 0.1%
Value $834K Shares 10,753 Est. Cost $46.58 Unrealized +67.3%
URTH ISHARES INC 0.0%
Value $158K Shares 878 Est. Cost $126.48 Unrealized
SQM SOCIEDAD QUIMICA Y MINERA DE 0.0%
Value $36,000 Shares 450 Est. Cost $91.11 Unrealized
PRCT PROCEPT BIOROBOTICS CORP 0.0%
Value $20,000 Shares 810 Est. Cost $45.66 Unrealized -35.2%
BKSY BLACKSKY TECHNOLOGY INC 0.0%
Value $19,000 Shares 750 Est. Cost $7.92 Unrealized +197.9%
DEM WISDOMTREE TR 0.0%
Value $83,000 Shares 1,676 Est. Cost $33.95 Unrealized
WAB WABTEC 0.0%
Value $25,000 Shares 100 Est. Cost $79.95 Unrealized +198.9%
QVCGA QVC GROUP INC 0.0%
Value $1,000 Shares 492 Est. Cost $5.74 Unrealized +41.1%
DWM WISDOMTREE TR 0.0%
Value $295K Shares 4,226 Est. Cost $54.42 Unrealized
ARKQ ARK ETF TR 0.0%
Value $244K Shares 2,165 Est. Cost $41.11 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.0%
Value $14,000 Shares 600 Est. Cost $36.35 Unrealized -14.4%
VTI VANGUARD INDEX FDS 0.0%
Value $103K Shares 320 Est. Cost $259.38 Unrealized
HPQ HP INC 0.0%
Value $24,000 Shares 1,239 Est. Cost $27.05 Unrealized -26.9%
PFF ISHARES TR 0.0%
Value $188K Shares 6,200 Est. Cost $35.27 Unrealized
F FORD MTR CO 0.0%
Value $23,000 Shares 2,021 Est. Cost $10.86 Unrealized +26.5%
XPEV XPENG INC 0.0%
Value $22,000 Shares 1,271 Est. Cost $10.23 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value $53,000 Shares 925 Est. Cost $55.34 Unrealized +5.1%
CNX CNX RES CORP 0.0%
Value $77,000 Shares 2,000 Est. Cost $35.81 Unrealized +5.5%
HRTX HERON THERAPEUTICS INC 0.0%
Value $5,000 Shares 6,500 Est. Cost $15.91 Unrealized -91.8%
LQD ISHARES TR 0.0%
Value $262K Shares 2,399 Est. Cost $126.16 Unrealized
BATRA ATLANTA BRAVES HLDGS INC 0.0%
Value $31,000 Shares 665 Est. Cost $42.37 Unrealized +5.1%
VB VANGUARD INDEX FDS 0.0%
Value $242K Shares 925 Est. Cost $225.35 Unrealized
BMO BANK MONTREAL QUE 0.0%
Value $151K Shares 1,707 Est. Cost $92.45 Unrealized +50.2%
LBRDA LIBERTY BROADBAND CORP 0.0%
Value $83,000 Shares 1,663 Est. Cost $76.27 Unrealized -34.9%
COPX GLOBAL X FDS 0.0%
Value $46,000 Shares 606 Est. Cost $34.65 Unrealized
STNG SCORPIO TANKERS INC 0.0%
Value $10,000 Shares 128 Est. Cost $54.69 Unrealized
MORGAN STANLEY EMERGING MKTS 0.0%
Value $52,000 Shares 10,148 Est. Cost $4.34 Unrealized
WTRE WISDOMTREE TR 0.0%
Value $126K Shares 5,800 Est. Cost $26.38 Unrealized
TMF DIREXION SHS ETF TR 0.0%
Value $54,000 Shares 1,500 Est. Cost $66.00 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value $39,000 Shares 3,617 Est. Cost $15.34 Unrealized
EWW ISHARES INC 0.0%
Value $21,000 Shares 275 Est. Cost $47.27 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value $6,000 Shares 28 Est. Cost $87.37 Unrealized +82.9%
VAL/WS VALARIS LTD 0.0%
Value $2,000 Shares 109 Est. Cost $9.17 Unrealized
PJT PJT PARTNERS INC 0.0%
Value $6,000 Shares 48 Est. Cost $69.63 Unrealized +143.2%
DLN WISDOMTREE TR 0.0%
Value $131K Shares 1,465 Est. Cost $120.14 Unrealized
FOXA FOX CORP 0.0%
Value $10,000 Shares 166 Est. Cost $35.36 Unrealized +90.0%
LION LIONSGATE STUDIOS CORP 0.0%
Value $43,000 Shares 4,514 Est. Cost $6.69 Unrealized +34.1%
IJS ISHARES TR 0.0%
Value $62,000 Shares 526 Est. Cost $104.56 Unrealized
EQX EQUINOX GOLD CORP 0.0%
Value $89,000 Shares 6,181 Est. Cost $3.45 Unrealized +350.1%
APH AMPHENOL CORP NEW 0.0%
Value $409K Shares 5,799 Est. Cost $57.75 Unrealized +153.5%
NOK NOKIA CORP 0.0%
Value $6,000 Shares 751 Est. Cost $5.33 Unrealized
JNK SPDR SERIES TRUST 0.0%
Value $96,000 Shares 1,000 Est. Cost $110.00 Unrealized
EMB ISHARES TR 0.0%
Value $47,000 Shares 500 Est. Cost $112.00 Unrealized
IJJ ISHARES TR 0.0%
Value $198K Shares 1,496 Est. Cost $105.61 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value $433K Shares 8,020 Est. Cost $54.32 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value $77,000 Shares 412 Est. Cost $102.30 Unrealized +79.8%
SJM SMUCKER J M CO 0.0%
Value $83,000 Shares 860 Est. Cost $113.87 Unrealized -8.5%
IVE ISHARES TR 0.0%
Value $286K Shares 1,353 Est. Cost $147.82 Unrealized
CRBP CORBUS PHARMACEUTICALS HLDGS 0.0%
Value $10,000 Shares 1,106 Est. Cost $4.38 Unrealized +85.2%
XBIO XENETIC BIOSCIENCES INC 0.0%
Value $7,000 Shares 2,700 Est. Cost $3.72 Unrealized -38.4%
MORGAN STANLEY EMKT DBT FD I 0.0%
Value $15,000 Shares 2,100 Est. Cost $9.52 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value $13,000 Shares 605 Est. Cost $21.49 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value $131K Shares 1,584 Est. Cost $67.25 Unrealized
VRTS VIRTUS INVT PARTNERS INC 0.0%
Value $3,000 Shares 25 Est. Cost $165.39 Unrealized -6.0%
BF/B BROWN FORMAN CORP 0.0%
Value $59,000 Shares 2,235 Est. Cost $69.34 Unrealized -59.7%
CDLR CADELER A S 0.0%
Value $7,000 Shares 298 Est. Cost $20.13 Unrealized
SHV ISHARES TR 0.0%
Value $318K Shares 2,882 Est. Cost $110.60 Unrealized
TUR ISHARES INC 0.0%
Value $4,000 Shares 100 Est. Cost $20.00 Unrealized
AEG AEGON LTD 0.0%
Value $2,000 Shares 333 Est. Cost $6.01 Unrealized
EIDO ISHARES TR 0.0%
Value $5,000 Shares 300 Est. Cost $20.00 Unrealized
STRZ STARZ ENTERTAINMENT CORP. 0.0%
Value $3,000 Shares 300 Est. Cost $15.84 Unrealized -36.5%
NGVT INGEVITY CORP 0.0%
Value $0 Shares 4 Est. Cost $79.37 Unrealized -13.5%
BTG B2GOLD CORP 0.0%
Value $117K Shares 25,900 Est. Cost $4.03 Unrealized +27.3%
PLAB PHOTRONICS INC 0.3%
Value $3.889M Shares 191,856 Est. Cost $22.24 Unrealized +61.4%
SDG ISHARES TR 0.0%
Value $43,000 Shares 508 Est. Cost $78.74 Unrealized
UAA UNDER ARMOUR INC 0.0%
Value $2,000 Shares 400 Est. Cost $22.29 Unrealized -70.6%
DOCN DIGITALOCEAN HLDGS INC 0.0%
Value $50,000 Shares 1,315 Est. Cost $39.22 Unrealized +48.1%
ORBS EIGHTCO HOLDINGS INC 0.0%
Value $215K Shares 20,000 Est. Cost $4.69 Unrealized -69.1%
RKLB ROCKET LAB CORP 0.0%
Value $155K Shares 2,480 Est. Cost $57.32 Unrealized +38.3%
GLXY GALAXY DIGITAL INC. 0.0%
Value $157K Shares 5,396 Est. Cost $26.97 Unrealized -5.8%
PL PLANET LABS PBC 0.0%
Value $156K Shares 8,440 Est. Cost $14.34 Unrealized +69.3%
HPE HEWLETT PACKARD ENTERPRISE C 0.1%
Value $1.237M Shares 56,577 Est. Cost $23.44 Unrealized -5.8%
VTRS VIATRIS INC 0.0%
Value $5,000 Shares 372 Est. Cost $11.87 Unrealized +18.7%
OGN ORGANON & CO 0.0%
Value $1,000 Shares 200 Est. Cost $25.71 Unrealized -68.0%
DDD 3-D SYS CORP DEL 0.0%
Value $3,000 Shares 1,500 Est. Cost $26.43 Unrealized -91.4%
UA UNDER ARMOUR INC 0.0%
Value $2,000 Shares 402 Est. Cost $18.84 Unrealized -66.2%
CLSK CLEANSPARK INC 0.0%
Value $82,000 Shares 6,351 Est. Cost $11.28 Unrealized +0.4%
EDEN ISHARES TR 0.0%
Value $129K Shares 1,018 Est. Cost $126.72 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value $157K Shares 400 Est. Cost $532.37 Unrealized -2.1%
NWSA NEWS CORP NEW 0.0%
Value $3,000 Shares 125 Est. Cost $25.31 Unrealized -0.6%
IREN IREN LIMITED 0.0%
Value $88,000 Shares 4,710 Est. Cost $24.29 Unrealized +98.7%
EMBC EMBECTA CORP 0.0%
Value $1,000 Shares 112 Est. Cost $27.07 Unrealized -58.6%
TMV DIREXION SHS ETF TR 0.0%
Value $58,000 Shares 1,548 Est. Cost $67.18 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value $23,000 Shares 190 Est. Cost $121.05 Unrealized
SIL GLOBAL X FDS 0.0%
Value $439K Shares 6,000 Est. Cost $73.17 Unrealized
ALMU AELUMA INC 0.0%
Value $20,000 Shares 2,450 Est. Cost $18.71 Unrealized -5.5%
MU MICRON TECHNOLOGY INC 0.0%
Value $141K Shares 1,959 Est. Cost $101.25 Unrealized +282.3%
LMND LEMONADE INC 0.0%
Value $124K Shares 2,500 Est. Cost $67.18 Unrealized +12.0%
SPMO INVESCO EXCH TRADED FD TR II 1.2%
Value $14.88M Shares 126,800 Est. Cost $117.31 Unrealized
SKF PROSHARES TR 0.0%
Value $1,000 Shares 44 Est. Cost $22.73 Unrealized
PRME PRIME MEDICINE INC 0.0%
Value $46,000 Shares 13,249 Est. Cost $1.54 Unrealized +146.8%
BB BLACKBERRY LTD 0.0%
Value $2,000 Shares 525 Est. Cost $10.48 Unrealized -65.2%
RIOT RIOT PLATFORMS INC 0.0%
Value $77,000 Shares 5,372 Est. Cost $13.85 Unrealized +14.6%
CIFR CIPHER MINING INC 0.0%
Value $147K Shares 21,225 Est. Cost $7.54 Unrealized +121.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value $5,000 Shares 169 Est. Cost $11.29 Unrealized +150.1%
NBIS NEBIUS GROUP N.V. 0.1%
Value $723K Shares 14,187 Est. Cost $84.86 Unrealized +13.6%
BYND BEYOND MEAT INC 0.0%
Value $1,000 Shares 750 Est. Cost $132.95 Unrealized -99.4%
ACMR ACM RESH INC 0.0%
Value $39,000 Shares 1,000 Est. Cost $27.47 Unrealized +107.8%
DRS LEONARDO DRS INC 0.0%
Value $52,000 Shares 1,400 Est. Cost $32.70 Unrealized +22.7%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $163K Shares 299 Est. Cost $554.13 Unrealized +3.7%
AVGO BROADCOM INC 0.0%
Value $187K Shares 671 Est. Cost $305.74 Unrealized +9.3%
CHRD CHORD ENERGY CORPORATION 0.0%
Value $0 Shares 1 Est. Cost $112.51 Unrealized -13.0%
URE PROSHARES TR 0.0%
Value $21,000 Shares 356 Est. Cost $87.08 Unrealized