Activest Wealth Management Diversified Active

CIK: 0001883134 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 18, 2023

Total Value ($000): $155,874 (100.0% shares, 0.0% debt)

Holdings (317)

SPY SPDR S&P 500 ETF TR 28.0%
Value ($000) $43,705 Shares 107,979 Est. Cost $374.71 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 13.9%
Value ($000) $21,652 Shares 151,260 Est. Cost $137.78 Unrealized
MOAT VANECK ETF TRUST 9.4%
Value ($000) $14,667 Shares 200,990 Est. Cost $64.87 Unrealized
QQQ INVESCO QQQ TR 7.0%
Value ($000) $10,856 Shares 34,296 Est. Cost $316.55 Unrealized
XLV SELECT SECTOR SPDR TR 6.1%
Value ($000) $9,506 Shares 74,055 Est. Cost $125.16 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 5.9%
Value ($000) $9,186 Shares 33,771 Est. Cost $258.96 Unrealized
DFAT DIMENSIONAL ETF TRUST 3.6%
Value ($000) $5,554 Shares 125,724 Est. Cost $44.05 Unrealized
VOO VANGUARD INDEX FDS 3.3%
Value ($000) $5,190 Shares 13,991 Est. Cost $370.92 Unrealized
AAPL APPLE INC 2.4%
Value ($000) $3,663 Shares 22,650 Est. Cost $145.49 Unrealized 0.0%
PREF PRINCIPAL EXCHANGE TRADED FD 1.3%
Value ($000) $1,975 Shares 116,826 Est. Cost $17.73 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.2%
Value ($000) $1,796 Shares 44,322 Est. Cost $40.51 Unrealized
AMZN AMAZON COM INC 1.1%
Value ($000) $1,735 Shares 17,116 Est. Cost $96.61 Unrealized 0.0%
ACWI ISHARES TR 1.1%
Value ($000) $1,731 Shares 19,172 Est. Cost $90.29 Unrealized
AAXJ ISHARES TR 1.0%
Value ($000) $1,546 Shares 22,745 Est. Cost $67.98 Unrealized
SNX TD SYNNEX CORPORATION 0.9%
Value ($000) $1,446 Shares 15,306 Est. Cost $96.20 Unrealized -1.0%
VHT VANGUARD WORLD FDS 0.8%
Value ($000) $1,235 Shares 5,230 Est. Cost $235.14 Unrealized
XLF SELECT SECTOR SPDR TR 0.7%
Value ($000) $1,127 Shares 34,747 Est. Cost $31.90 Unrealized
IWM ISHARES TR 0.7%
Value ($000) $1,122 Shares 6,380 Est. Cost $175.93 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $849 Shares 8,413 Est. Cost $110.01 Unrealized -13.4%
GLD SPDR GOLD TR 0.5%
Value ($000) $835 Shares 4,547 Est. Cost $158.47 Unrealized
HYG ISHARES TR 0.5%
Value ($000) $795 Shares 10,542 Est. Cost $75.37 Unrealized
XLP SELECT SECTOR SPDR TR 0.5%
Value ($000) $769 Shares 10,355 Est. Cost $67.51 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $727 Shares 2,364 Est. Cost $308.18 Unrealized 0.0%
EMB ISHARES TR 0.5%
Value ($000) $712 Shares 8,297 Est. Cost $85.87 Unrealized
VRP INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $703 Shares 31,057 Est. Cost $24.40 Unrealized
PFFD GLOBAL X FDS 0.4%
Value ($000) $657 Shares 33,156 Est. Cost $23.49 Unrealized
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $587 Shares 2,142 Est. Cost $16.82 Unrealized +28.5%
MSFT MICROSOFT CORP 0.3%
Value ($000) $540 Shares 1,899 Est. Cost $249.46 Unrealized 0.0%
META META PLATFORMS INC 0.3%
Value ($000) $521 Shares 2,499 Est. Cost $182.74 Unrealized -7.5%
CEMB ISHARES INC 0.3%
Value ($000) $450 Shares 10,334 Est. Cost $43.56 Unrealized
IVV ISHARES TR 0.3%
Value ($000) $449 Shares 1,108 Est. Cost $405.38 Unrealized
BLACKSTONE MORTGAGE TRUST IN 0.2%
Value ($000) $387 Shares 380,000 Est. Cost $0.99 Unrealized
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $384 Shares 2,802 Est. Cost $137.05 Unrealized
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $376 Shares 3,769 Est. Cost $99.63 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $355 Shares 1,783 Est. Cost $266.31 Unrealized -34.5%
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $337 Shares 2,314 Est. Cost $145.71 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $269 Shares 2,672 Est. Cost $110.88 Unrealized -13.6%
IHI ISHARES TR 0.2%
Value ($000) $237 Shares 4,436 Est. Cost $53.35 Unrealized
SLV ISHARES SILVER TR 0.2%
Value ($000) $235 Shares 10,669 Est. Cost $20.40 Unrealized
SOXX ISHARES TR 0.1%
Value ($000) $227 Shares 513 Est. Cost $442.09 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $216 Shares 896 Est. Cost $240.52 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $205 Shares 836 Est. Cost $245.08 Unrealized
SPSB SPDR SER TR 0.1%
Value ($000) $201 Shares 6,808 Est. Cost $29.40 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $200 Shares 2,633 Est. Cost $74.23 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $163 Shares 1,872 Est. Cost $87.12 Unrealized
HEDJ WISDOMTREE TR 0.1%
Value ($000) $162 Shares 1,969 Est. Cost $63.56 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $154 Shares 1,610 Est. Cost $95.60 Unrealized
IXC ISHARES TR 0.1%
Value ($000) $142 Shares 3,759 Est. Cost $37.76 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $134 Shares 1,819 Est. Cost $73.45 Unrealized
SMH VANECK ETF TRUST 0.1%
Value ($000) $116 Shares 446 Est. Cost $231.68 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $116 Shares 248 Est. Cost $445.27 Unrealized +2.7%
COHEN & STEERS TAX ADVAN PFD 0.1%
Value ($000) $115 Shares 6,662 Est. Cost $23.56 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $110 Shares 1,117 Est. Cost $98.50 Unrealized 0.0%
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $107 Shares 2,669 Est. Cost $36.67 Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $107 Shares 1,343 Est. Cost $82.23 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $95 Shares 265 Est. Cost $326.24 Unrealized +9.6%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $95 Shares 290 Est. Cost $290.75 Unrealized
RSPG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $94 Shares 1,374 Est. Cost $61.14 Unrealized
SHYG ISHARES TR 0.1%
Value ($000) $91 Shares 2,180 Est. Cost $44.50 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $90 Shares 977 Est. Cost $100.12 Unrealized
KWEB KRANESHARES TR 0.1%
Value ($000) $89 Shares 2,816 Est. Cost $31.54 Unrealized
DBEU DBX ETF TR 0.1%
Value ($000) $88 Shares 2,407 Est. Cost $36.56 Unrealized
JNK SPDR SER TR 0.1%
Value ($000) $84 Shares 904 Est. Cost $88.39 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $79 Shares 394 Est. Cost $201.10 Unrealized
DBX DROPBOX INC 0.0%
Value ($000) $78 Shares 3,600 Est. Cost $26.91 Unrealized -18.5%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $77 Shares 940 Est. Cost $66.99 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $77 Shares 2,482 Est. Cost $30.94 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $76 Shares 1,136 Est. Cost $65.06 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $76 Shares 154 Est. Cost $486.85 Unrealized -3.2%
PIMCO INCOME STRATEGY FD 0.0%
Value ($000) $74 Shares 8,600 Est. Cost $12.79 Unrealized
GMF SPDR INDEX SHS FDS 0.0%
Value ($000) $73 Shares 729 Est. Cost $128.45 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $66 Shares 1,676 Est. Cost $39.52 Unrealized
EQAL INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $66 Shares 1,636 Est. Cost $40.18 Unrealized
WMT WALMART INC 0.0%
Value ($000) $65 Shares 447 Est. Cost $45.79 Unrealized 0.0%
V VISA INC 0.0%
Value ($000) $64 Shares 285 Est. Cost $198.74 Unrealized +9.6%
DOUBLELINE YIELD OPPORTUNITI 0.0%
Value ($000) $63 Shares 4,552 Est. Cost $18.25 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $61 Shares 474 Est. Cost $128.19 Unrealized
LIT GLOBAL X FDS 0.0%
Value ($000) $59 Shares 937 Est. Cost $68.11 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $58 Shares 1,275 Est. Cost $55.19 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $56 Shares 373 Est. Cost $150.24 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $54 Shares 1,795 Est. Cost $30.57 Unrealized 0.0%
CRM SALESFORCE INC 0.0%
Value ($000) $53 Shares 268 Est. Cost $175.84 Unrealized -5.1%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $51 Shares 135 Est. Cost $404.52 Unrealized -12.1%
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $51 Shares 234 Est. Cost $204.98 Unrealized
BA BOEING CO 0.0%
Value ($000) $51 Shares 247 Est. Cost $207.77 Unrealized 0.0%
O REALTY INCOME CORP 0.0%
Value ($000) $50 Shares 782 Est. Cost $55.14 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $49 Shares 144 Est. Cost $24.50 Unrealized +35.1%
BFOR ALPS ETF TR 0.0%
Value ($000) $47 Shares 870 Est. Cost $58.62 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $45 Shares 316 Est. Cost $143.98 Unrealized
FTC SOLAR INC 0.0%
Value ($000) $45 Shares 21,628 Est. Cost $9.77 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $44 Shares 301 Est. Cost $133.20 Unrealized 0.0%
LAM RESEARCH CORP 0.0%
Value ($000) $44 Shares 83 Est. Cost $531.24 Unrealized
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $44 Shares 11,487 Est. Cost $2.48 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $43 Shares 385 Est. Cost $101.94 Unrealized 0.0%
FBND FIDELITY MERRIMACK STR TR 0.0%
Value ($000) $41 Shares 893 Est. Cost $45.75 Unrealized
IUSB ISHARES TR 0.0%
Value ($000) $41 Shares 886 Est. Cost $52.42 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $37 Shares 376 Est. Cost $99.41 Unrealized
LI LI AUTO INC 0.0%
Value ($000) $36 Shares 1,452 Est. Cost $25.96 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $35 Shares 238 Est. Cost $155.91 Unrealized +5.8%
LQD ISHARES TR 0.0%
Value ($000) $33 Shares 301 Est. Cost $109.61 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $33 Shares 270 Est. Cost $113.84 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $32 Shares 241 Est. Cost $48.19 Unrealized +144.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $32 Shares 457 Est. Cost $61.12 Unrealized 0.0%
PPLT ABRDN PLATINUM ETF TRUST 0.0%
Value ($000) $32 Shares 346 Est. Cost $91.20 Unrealized
AOA ISHARES TR 0.0%
Value ($000) $31 Shares 499 Est. Cost $62.95 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $31 Shares 866 Est. Cost $35.53 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $30 Shares 812 Est. Cost $40.47 Unrealized 0.0%
ILCV ISHARES TR 0.0%
Value ($000) $29 Shares 463 Est. Cost $63.10 Unrealized
BLACKROCK INNOVATION AND GRW 0.0%
Value ($000) $29 Shares 3,740 Est. Cost $11.39 Unrealized
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $28 Shares 364 Est. Cost $80.42 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $27 Shares 2,173 Est. Cost $9.34 Unrealized
INTU INTUIT 0.0%
Value ($000) $27 Shares 60 Est. Cost $403.22 Unrealized 0.0%
TILRAY BRANDS INC 0.0%
Value ($000) $26 Shares 10,153 Est. Cost $2.88 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $25 Shares 114 Est. Cost $235.72 Unrealized 0.0%
SHOP SHOPIFY INC 0.0%
Value ($000) $25 Shares 531 Est. Cost $34.82 Unrealized +26.4%
PROSPECT CAP CORP 0.0%
Value ($000) $24 Shares 25,000 Est. Cost $1.08 Unrealized
GNW GENWORTH FINL INC 0.0%
Value ($000) $24 Shares 4,838 Est. Cost $3.29 Unrealized +68.4%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $24 Shares 245 Est. Cost $81.38 Unrealized 0.0%
SPAB SPDR SER TR 0.0%
Value ($000) $24 Shares 915 Est. Cost $29.77 Unrealized
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $23 Shares 419 Est. Cost $25.17 Unrealized 0.0%
DAX GLOBAL X FDS 0.0%
Value ($000) $23 Shares 798 Est. Cost $27.57 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $22 Shares 448 Est. Cost $44.28 Unrealized 0.0%
FDUS FIDUS INVT CORP 0.0%
Value ($000) $22 Shares 1,150 Est. Cost $13.76 Unrealized 0.0%
CPT CAMDEN PPTY TR 0.0%
Value ($000) $21 Shares 200 Est. Cost $101.65 Unrealized 0.0%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $20 Shares 63 Est. Cost $295.03 Unrealized 0.0%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $20 Shares 305 Est. Cost $77.16 Unrealized -22.4%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $19 Shares 59 Est. Cost $299.23 Unrealized +8.2%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $18 Shares 80 Est. Cost $217.74 Unrealized 0.0%
BURGERFI INTERNATIONAL INC 0.0%
Value ($000) $18 Shares 16,000 Est. Cost $4.35 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $18 Shares 80 Est. Cost $204.65 Unrealized 0.0%
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $18 Shares 399 Est. Cost $31.26 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $18 Shares 674 Est. Cost $27.52 Unrealized 0.0%
T AT&T INC 0.0%
Value ($000) $17 Shares 907 Est. Cost $15.14 Unrealized +8.0%
IWV ISHARES TR 0.0%
Value ($000) $17 Shares 73 Est. Cost $231.95 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $16 Shares 1,826 Est. Cost $8.85 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $16 Shares 869 Est. Cost $12.40 Unrealized +15.6%
QCOM QUALCOMM INC 0.0%
Value ($000) $16 Shares 123 Est. Cost $116.41 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $15 Shares 310 Est. Cost $49.39 Unrealized 0.0%
ABT ABBOTT LABS 0.0%
Value ($000) $15 Shares 152 Est. Cost $100.00 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $15 Shares 301 Est. Cost $47.13 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $14 Shares 128 Est. Cost $72.33 Unrealized +38.5%
AGNC AGNC INVT CORP 0.0%
Value ($000) $13 Shares 1,314 Est. Cost $14.64 Unrealized
IZRL ARK ETF TR 0.0%
Value ($000) $13 Shares 784 Est. Cost $25.47 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $13 Shares 179 Est. Cost $90.14 Unrealized -14.8%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $13 Shares 224 Est. Cost $60.72 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $178.35 Unrealized -35.2%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $13 Shares 102 Est. Cost $105.83 Unrealized +21.1%
DOCU DOCUSIGN INC 0.0%
Value ($000) $13 Shares 229 Est. Cost $59.65 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $13 Shares 86 Est. Cost $139.43 Unrealized
LOMA LOMA NEGRA C I A S A MTN 0.0%
Value ($000) $13 Shares 1,754 Est. Cost $7.25 Unrealized
SE SEA LTD 0.0%
Value ($000) $13 Shares 145 Est. Cost $74.62 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $12 Shares 10 Est. Cost $868.16 Unrealized +31.0%
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $12 Shares 650 Est. Cost $16.80 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $12 Shares 96 Est. Cost $114.18 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value ($000) $12 Shares 52 Est. Cost $196.11 Unrealized -2.8%
AMTB AMERANT BANCORP INC 0.0%
Value ($000) $12 Shares 549 Est. Cost $25.20 Unrealized 0.0%
ASTS AST SPACEMOBILE INC 0.0%
Value ($000) $11 Shares 1,693 Est. Cost $10.57 Unrealized -45.5%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $11 Shares 24 Est. Cost $410.44 Unrealized
TX TERNIUM SA 0.0%
Value ($000) $11 Shares 255 Est. Cost $41.21 Unrealized
EWH ISHARES INC 0.0%
Value ($000) $10 Shares 502 Est. Cost $20.65 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $10 Shares 256 Est. Cost $55.62 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $10 Shares 6 Est. Cost $31.42 Unrealized 0.0%
EWW ISHARES INC 0.0%
Value ($000) $10 Shares 166 Est. Cost $59.55 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $10 Shares 93 Est. Cost $104.78 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $10 Shares 56 Est. Cost $160.00 Unrealized 0.0%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $9 Shares 318 Est. Cost $23.10 Unrealized +22.5%
COP CONOCOPHILLIPS 0.0%
Value ($000) $9 Shares 87 Est. Cost $88.15 Unrealized +12.9%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $9 Shares 67 Est. Cost $107.80 Unrealized +13.5%
CEPU CENTRAL PUERTO S A 0.0%
Value ($000) $9 Shares 1,538 Est. Cost $5.58 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $8 Shares 52 Est. Cost $148.45 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $8 Shares 42 Est. Cost $84.74 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $8 Shares 133 Est. Cost $57.76 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $8 Shares 187 Est. Cost $31.80 Unrealized +14.1%
SBUX STARBUCKS CORP 0.0%
Value ($000) $8 Shares 81 Est. Cost $97.06 Unrealized 0.0%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $8 Shares 75 Est. Cost $101.66 Unrealized 0.0%
MGK VANGUARD WORLD FD 0.0%
Value ($000) $8 Shares 40 Est. Cost $200.82 Unrealized
PBR PETROLEO BRASILEIRO SA PETRO 0.0%
Value ($000) $8 Shares 770 Est. Cost $12.32 Unrealized
NEW RELIC INC 0.0%
Value ($000) $8 Shares 110 Est. Cost $72.44 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $8 Shares 53 Est. Cost $149.74 Unrealized
PDD PDD HOLDINGS INC 0.0%
Value ($000) $8 Shares 103 Est. Cost $76.81 Unrealized
NGG NATIONAL GRID PLC 0.0%
Value ($000) $8 Shares 113 Est. Cost $67.12 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $8 Shares 56 Est. Cost $134.93 Unrealized
FAN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $7 Shares 422 Est. Cost $22.48 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $7 Shares 133 Est. Cost $53.46 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $7 Shares 78 Est. Cost $92.79 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $7 Shares 20 Est. Cost $313.51 Unrealized 0.0%
ERTH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $7 Shares 148 Est. Cost $75.53 Unrealized
MCHI ISHARES TR 0.0%
Value ($000) $7 Shares 142 Est. Cost $51.54 Unrealized
MSOS ADVISORSHARES TR 0.0%
Value ($000) $7 Shares 1,203 Est. Cost $25.79 Unrealized
GGAL GRUPO FINANCIERO GALICIA S.A 0.0%
Value ($000) $7 Shares 609 Est. Cost $11.40 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $7 Shares 680 Est. Cost $10.36 Unrealized 0.0%
DDD 3-D SYS CORP DEL 0.0%
Value ($000) $7 Shares 644 Est. Cost $25.23 Unrealized -59.6%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $7 Shares 120 Est. Cost $52.21 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $7 Shares 90 Est. Cost $75.19 Unrealized 0.0%
PWV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $7 Shares 150 Est. Cost $42.07 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $7 Shares 40 Est. Cost $159.32 Unrealized 0.0%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $7 Shares 594 Est. Cost $11.04 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $7 Shares 209 Est. Cost $28.22 Unrealized +12.4%
ICLN ISHARES TR 0.0%
Value ($000) $6 Shares 329 Est. Cost $19.50 Unrealized
COWZ PACER FDS TR 0.0%
Value ($000) $6 Shares 136 Est. Cost $46.30 Unrealized
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $6 Shares 586 Est. Cost $25.21 Unrealized -50.0%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $6 Shares 83 Est. Cost $72.35 Unrealized
OVV OVINTIV INC 0.0%
Value ($000) $6 Shares 165 Est. Cost $47.77 Unrealized -7.7%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $6 Shares 311 Est. Cost $15.85 Unrealized +4.9%
FISV FISERV INC 0.0%
Value ($000) $6 Shares 51 Est. Cost $110.00 Unrealized 0.0%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $5 Shares 26 Est. Cost $212.09 Unrealized 0.0%
NKE NIKE INC 0.0%
Value ($000) $5 Shares 44 Est. Cost $116.69 Unrealized 0.0%
RCUS ARCUS BIOSCIENCES INC 0.0%
Value ($000) $5 Shares 303 Est. Cost $34.80 Unrealized -45.1%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $5 Shares 40 Est. Cost $120.73 Unrealized 0.0%
OKE ONEOK INC NEW 0.0%
Value ($000) $5 Shares 79 Est. Cost $57.32 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $5 Shares 26 Est. Cost $158.15 Unrealized 0.0%
SAM BOSTON BEER INC 0.0%
Value ($000) $5 Shares 15 Est. Cost $343.94 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $5 Shares 95 Est. Cost $35.85 Unrealized +41.1%
NIO NIO INC 0.0%
Value ($000) $5 Shares 459 Est. Cost $16.64 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $5 Shares 66 Est. Cost $178.09 Unrealized -59.5%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 125 Est. Cost $40.22 Unrealized
TEO TELECOM ARGENTINA SA 0.0%
Value ($000) $5 Shares 917 Est. Cost $5.07 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $4 Shares 19 Est. Cost $230.59 Unrealized 0.0%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $4 Shares 12 Est. Cost $344.80 Unrealized 0.0%
FUTU FUTU HLDGS LTD 0.0%
Value ($000) $4 Shares 81 Est. Cost $43.46 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $4 Shares 15 Est. Cost $276.70 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $4 Shares 94 Est. Cost $41.65 Unrealized 0.0%
SID COMPANHIA SIDERURGICA NACION 0.0%
Value ($000) $4 Shares 1,270 Est. Cost $5.02 Unrealized
FISKER INC 0.0%
Value ($000) $4 Shares 650 Est. Cost $7.63 Unrealized
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $4 Shares 57 Est. Cost $119.35 Unrealized -46.1%
PLD PROLOGIS INC. 0.0%
Value ($000) $4 Shares 31 Est. Cost $134.68 Unrealized -16.9%
TWLO TWILIO INC 0.0%
Value ($000) $4 Shares 59 Est. Cost $126.34 Unrealized -51.2%
GRFS GRIFOLS S A 0.0%
Value ($000) $4 Shares 500 Est. Cost $7.47 Unrealized
ARKF ARK ETF TR 0.0%
Value ($000) $4 Shares 200 Est. Cost $15.55 Unrealized
CHGG CHEGG INC 0.0%
Value ($000) $4 Shares 219 Est. Cost $18.70 Unrealized 0.0%
PAGP PLAINS GP HLDGS L P 0.0%
Value ($000) $3 Shares 262 Est. Cost $11.45 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $3 Shares 100 Est. Cost $36.09 Unrealized 0.0%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $3 Shares 130 Est. Cost $24.91 Unrealized 0.0%
CERT CERTARA INC 0.0%
Value ($000) $3 Shares 131 Est. Cost $33.64 Unrealized -41.3%
RH RH 0.0%
Value ($000) $3 Shares 13 Est. Cost $492.98 Unrealized -41.1%
COUR COURSERA INC 0.0%
Value ($000) $3 Shares 274 Est. Cost $30.41 Unrealized -57.4%
XYZ BLOCK INC 0.0%
Value ($000) $3 Shares 42 Est. Cost $74.85 Unrealized 0.0%
DNLI DENALI THERAPEUTICS INC 0.0%
Value ($000) $3 Shares 131 Est. Cost $56.36 Unrealized -51.2%
APPN APPIAN CORP 0.0%
Value ($000) $3 Shares 64 Est. Cost $176.92 Unrealized -77.2%
AMLP ALPS ETF TR 0.0%
Value ($000) $3 Shares 70 Est. Cost $33.33 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $3 Shares 28 Est. Cost $86.95 Unrealized 0.0%
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $3 Shares 153 Est. Cost $21.24 Unrealized
EXEEL CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $3 Shares 46 Est. Cost $56.35 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $3 Shares 19 Est. Cost $143.34 Unrealized -18.0%
RUN SUNRUN INC 0.0%
Value ($000) $3 Shares 127 Est. Cost $27.89 Unrealized -16.4%
PINS PINTEREST INC 0.0%
Value ($000) $3 Shares 97 Est. Cost $23.82 Unrealized +8.8%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $2 Shares 5 Est. Cost $433.24 Unrealized 0.0%
CREDIT SUISSE GROUP 0.0%
Value ($000) $2 Shares 2,728 Est. Cost $0.87 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $2 Shares 27 Est. Cost $87.61 Unrealized -7.4%
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value ($000) $2 Shares 32 Est. Cost $62.96 Unrealized 0.0%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $2 Shares 14 Est. Cost $152.86 Unrealized
TXG 10X GENOMICS INC 0.0%
Value ($000) $2 Shares 41 Est. Cost $171.69 Unrealized -72.8%
W WAYFAIR INC 0.0%
Value ($000) $2 Shares 64 Est. Cost $129.39 Unrealized -65.8%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $2 Shares 58 Est. Cost $35.33 Unrealized
EXE CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $2 Shares 27 Est. Cost $74.50 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $2 Shares 43 Est. Cost $45.12 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $2 Shares 79 Est. Cost $62.25 Unrealized -57.0%
GINKGO BIOWORKS HOLDINGS INC 0.0%
Value ($000) $2 Shares 1,551 Est. Cost $5.49 Unrealized
GOL LINHAS AEREAS INTELIGENT 0.0%
Value ($000) $2 Shares 723 Est. Cost $7.08 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $2 Shares 153 Est. Cost $10.20 Unrealized 0.0%
KRE SPDR SER TR 0.0%
Value ($000) $2 Shares 42 Est. Cost $71.43 Unrealized
FUTY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $2 Shares 42 Est. Cost $43.07 Unrealized
DBA INVESCO DB MULTI-SECTOR COMM 0.0%
Value ($000) $2 Shares 85 Est. Cost $18.17 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $146.61 Unrealized 0.0%
REDFIN CORP 0.0%
Value ($000) $2 Shares 189 Est. Cost $57.59 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $1 Shares 36 Est. Cost $41.25 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $13.83 Unrealized +12.7%
AVGO BROADCOM INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $48.91 Unrealized +17.7%
HD HOME DEPOT INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $284.64 Unrealized 0.0%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $208.61 Unrealized +18.9%
LOW LOWES COS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $192.20 Unrealized 0.0%
LMND LEMONADE INC 0.0%
Value ($000) $1 Shares 98 Est. Cost $31.91 Unrealized -52.4%
BYND BEYOND MEAT INC 0.0%
Value ($000) $1 Shares 82 Est. Cost $16.47 Unrealized 0.0%
CANOPY GROWTH CORP 0.0%
Value ($000) $1 Shares 733 Est. Cost $1.76 Unrealized
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $1 Shares 120 Est. Cost $12.21 Unrealized -1.5%
GM GENERAL MTRS CO 0.0%
Value ($000) $1 Shares 35 Est. Cost $36.96 Unrealized -0.8%
VNO VORNADO RLTY TR 0.0%
Value ($000) $1 Shares 83 Est. Cost $15.06 Unrealized
RXRX RECURSION PHARMACEUTICALS IN 0.0%
Value ($000) $1 Shares 186 Est. Cost $28.34 Unrealized -72.0%
CVNA CARVANA CO 0.0%
Value ($000) $1 Shares 129 Est. Cost $8.67 Unrealized 0.0%
IWO ISHARES TR 0.0%
Value ($000) $1 Shares 5 Est. Cost $225.20 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $1 Shares 306 Est. Cost $5.56 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $1 Shares 108 Est. Cost $9.54 Unrealized 0.0%
ARKX ARK ETF TR 0.0%
Value ($000) $1 Shares 73 Est. Cost $21.70 Unrealized
SNAP SNAP INC 0.0%
Value ($000) $1 Shares 93 Est. Cost $54.45 Unrealized -80.7%
FTCHQ FARFETCH LTD 0.0%
Value ($000) $1 Shares 206 Est. Cost $19.36 Unrealized -72.0%
WRBY WARBY PARKER INC 0.0%
Value ($000) $1 Shares 85 Est. Cost $13.55 Unrealized +1.1%
ADNT ADIENT PLC 0.0%
Value ($000) $1 Shares 21 Est. Cost $41.75 Unrealized 0.0%
NUCANA PLC 0.0%
Value ($000) $1 Shares 836 Est. Cost $4.78 Unrealized
META MATERIALS INC 0.0%
Value ($000) $1 Shares 1,886 Est. Cost $1.19 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $1 Shares 20 Est. Cost $34.22 Unrealized +1.2%
ARKG ARK ETF TR 0.0%
Value ($000) $1 Shares 25 Est. Cost $35.06 Unrealized
JMIA JUMIA TECHNOLOGIES AG 0.0%
Value ($000) $1 Shares 217 Est. Cost $6.31 Unrealized
IHAK ISHARES TR 0.0%
Value ($000) $1 Shares 18 Est. Cost $33.98 Unrealized
OATLY GROUP AB 0.0%
Value ($000) $1 Shares 267 Est. Cost $14.98 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $1 Shares 82 Est. Cost $13.05 Unrealized -37.8%
CYMABAY THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 69 Est. Cost $14.49 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.0%
Value ($000) $1 Shares 9 Est. Cost $60.44 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $0 Shares 3 Est. Cost $146.84 Unrealized -0.3%
EPP ISHARES INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $41.91 Unrealized
DE DEERE & CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $397.09 Unrealized 0.0%
ASENSUS SURGICAL INC 0.0%
Value ($000) $0 Shares 462 Est. Cost $4.33 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $139.50 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $0 Shares 4 Est. Cost $68.00 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $0 Shares 4 Est. Cost $45.16 Unrealized
FUELCELL ENERGY INC 0.0%
Value ($000) $0 Shares 76 Est. Cost $13.16 Unrealized
TELFY TELEFONICA S A 0.0%
Value ($000) $0 Shares 45 Est. Cost $4.29 Unrealized
DIREXION SHS ETF TR 0.0%
Value ($000) $0 Shares 41 Est. Cost $73.17 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $170.53 Unrealized 0.0%
PVL PERMIANVILLE RTY TR 0.0%
Value ($000) $0 Shares 50 Est. Cost $2.40 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $0 Shares 3 Est. Cost $37.67 Unrealized
HYD VANECK ETF TRUST 0.0%
Value ($000) $0 Shares 2 Est. Cost $52.00 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 1 Est. Cost $82.00 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 2 Est. Cost $40.50 Unrealized
WEWORK INC 0.0%
Value ($000) $0 Shares 74 Est. Cost $13.51 Unrealized
CXSE WISDOMTREE TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $40.09 Unrealized
CUENTAS INC 0.0%
Value ($000) $0 Shares 41,868 Est. Cost Unrealized
OZON HLDGS PLC 0.0%
Value ($000) $0 Shares 79 Est. Cost $50.63 Unrealized