Carmel Capital Partners, LLC Diversified Active

CIK: 0001900481 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 27, 2023

Total Value ($000): $194,048 (100.0% shares, 0.0% debt)

Holdings (429)

USFR WISDOMTREE FLOATING RATE TREASURY FUND 19.2%
Value ($000) $37,242 Shares 740,113 Est. Cost $50.28 Unrealized
HD HOME DEPOT 14.3%
Value ($000) $27,785 Shares 89,443 Est. Cost $318.56 Unrealized -13.2%
LEN LENNAR CORP CL A 5.3%
Value ($000) $10,338 Shares 82,496 Est. Cost $93.38 Unrealized +12.6%
PLTR PALANTIR TECHNOLOGIES INC CL A 3.7%
Value ($000) $7,143 Shares 465,934 Est. Cost $19.38 Unrealized -41.4%
FLOT ISHARES FLOATING RATE BOND ETF 2.4%
Value ($000) $4,726 Shares 92,995 Est. Cost $50.73 Unrealized
IBTE ISHARES IBONDS DEC 2024 TERM TREASURY ETF 2.1%
Value ($000) $3,997 Shares 167,945 Est. Cost $23.84 Unrealized
LEN/B LENNAR CORP CL B 1.5%
Value ($000) $2,827 Shares 25,018 Est. Cost $77.37 Unrealized +16.1%
STWD STARWOOD PPTY TR INC COM 1.1%
Value ($000) $2,229 Shares 114,905 Est. Cost $21.34 Unrealized
BSCW INVESCO BULLETSHARES 2032 CORPORATE BOND ETF 1.1%
Value ($000) $2,122 Shares 105,480 Est. Cost $20.38 Unrealized
QCOM QUALCOMM INC COM 1.0%
Value ($000) $1,986 Shares 16,687 Est. Cost $118.40 Unrealized -8.5%
OBDC BLUE OWL CAPITAL CORPORATION COM 1.0%
Value ($000) $1,983 Shares 147,734 Est. Cost $8.89 Unrealized +7.8%
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.9%
Value ($000) $1,818 Shares 95,943 Est. Cost $18.93 Unrealized
APG API GROUP CORP COM STK 0.9%
Value ($000) $1,776 Shares 65,136 Est. Cost $14.91 Unrealized +3.8%
OCSL OAKTREE SPECIALTY LENDING CORP COM 0.9%
Value ($000) $1,761 Shares 90,648 Est. Cost $19.70 Unrealized -4.5%
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.9%
Value ($000) $1,755 Shares 38,510 Est. Cost $51.82 Unrealized
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.9%
Value ($000) $1,734 Shares 87,795 Est. Cost $19.68 Unrealized
AAPL APPLE INC 0.9%
Value ($000) $1,723 Shares 8,883 Est. Cost $153.94 Unrealized +11.8%
BN BROOKFIELD ASSET MGMT INC COM VOTING 0.9%
Value ($000) $1,673 Shares 49,723 Est. Cost $21.76 Unrealized -4.4%
ORCL ORACLE CORPORATION 0.8%
Value ($000) $1,614 Shares 13,550 Est. Cost $88.45 Unrealized +13.5%
CSX CSX CORP COM 0.8%
Value ($000) $1,612 Shares 47,284 Est. Cost $30.35 Unrealized +0.3%
NKE NIKE INC CLASS B 0.8%
Value ($000) $1,550 Shares 14,043 Est. Cost $118.70 Unrealized -6.2%
OXY OCCIDENTAL PETE CORP COM 0.8%
Value ($000) $1,548 Shares 26,322 Est. Cost $40.61 Unrealized +41.1%
AMAT APPLIED MATLS INC COM 0.8%
Value ($000) $1,484 Shares 10,266 Est. Cost $126.22 Unrealized -3.1%
IQV IQVIA HLDGS INC COM 0.8%
Value ($000) $1,471 Shares 6,543 Est. Cost $245.51 Unrealized -18.2%
DIS DISNEY WALT CO COM 0.8%
Value ($000) $1,467 Shares 16,431 Est. Cost $136.82 Unrealized -32.4%
SCHW CHARLES SCHWAB CORP 0.8%
Value ($000) $1,456 Shares 25,683 Est. Cost $70.44 Unrealized -28.4%
APO APOLLO GLOBAL MGMT INC COM 0.7%
Value ($000) $1,421 Shares 18,496 Est. Cost $60.91 Unrealized +5.2%
AA ALCOA CORP COM 0.7%
Value ($000) $1,391 Shares 40,982 Est. Cost $49.18 Unrealized -28.5%
LIBERTY MEDIA CORP SERIES C 0.7%
Value ($000) $1,376 Shares 18,282 Est. Cost $64.50 Unrealized
BROOKFIELD RENEWABLE CORP CL A SUB VTG 0.7%
Value ($000) $1,343 Shares 42,605 Est. Cost $35.31 Unrealized
MU MICRON TECHNOLOGY INC COM 0.7%
Value ($000) $1,343 Shares 21,279 Est. Cost $70.89 Unrealized -10.5%
LABORATORY CORP OF AMERICA 0.7%
Value ($000) $1,342 Shares 5,562 Est. Cost $298.06 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.7%
Value ($000) $1,309 Shares 20,473 Est. Cost $50.38 Unrealized +17.0%
UPS UNITED PARCEL SERVICE INC 0.7%
Value ($000) $1,309 Shares 7,303 Est. Cost $166.93 Unrealized -7.4%
ROK ROCKWELL AUTOMATION INC COM 0.6%
Value ($000) $1,206 Shares 3,660 Est. Cost $228.84 Unrealized +20.6%
ILMN ILLUMINA INC 0.6%
Value ($000) $1,121 Shares 5,979 Est. Cost $265.90 Unrealized -23.9%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.6%
Value ($000) $1,117 Shares 9,879 Est. Cost $96.32 Unrealized +8.7%
IR INGERSOLL RAND INC COM 0.6%
Value ($000) $1,112 Shares 17,009 Est. Cost $56.64 Unrealized +4.1%
WBD DISCOVERY HLDG CO 0.6%
Value ($000) $1,076 Shares 85,814 Est. Cost $11.38 Unrealized +14.0%
TSLA TESLA INC COM 0.6%
Value ($000) $1,074 Shares 4,104 Est. Cost $291.60 Unrealized -31.4%
PSMT PRICESMART INC 0.5%
Value ($000) $1,037 Shares 14,000 Est. Cost $72.77 Unrealized -3.8%
VICI VICI PPTYS INC COM 0.5%
Value ($000) $1,008 Shares 32,071 Est. Cost $24.35 Unrealized +13.3%
XOM EXXON MOBIL CORP COM 0.5%
Value ($000) $999 Shares 9,317 Est. Cost $55.80 Unrealized +78.5%
LKQ LKQ CORP COM 0.5%
Value ($000) $976 Shares 16,742 Est. Cost $50.83 Unrealized +1.4%
RPM RPM INTL INC COM 0.5%
Value ($000) $922 Shares 10,276 Est. Cost $89.73 Unrealized -8.4%
CCK CROWN HLDGS INC COM 0.5%
Value ($000) $905 Shares 10,421 Est. Cost $97.88 Unrealized -18.3%
BX BLACKSTONE INC COM 0.5%
Value ($000) $875 Shares 9,408 Est. Cost $111.30 Unrealized -28.0%
ON ON SEMICONDUCTOR CORP COM 0.4%
Value ($000) $860 Shares 9,094 Est. Cost $58.36 Unrealized +41.7%
WOOF PETCO HEALTH & WELLNESS CO INC COM 0.4%
Value ($000) $859 Shares 96,462 Est. Cost $13.08 Unrealized -29.6%
BAX BAXTER INTL INC COM 0.4%
Value ($000) $832 Shares 18,265 Est. Cost $48.32 Unrealized -15.6%
CNXC CONCENTRIX CORP COM 0.4%
Value ($000) $827 Shares 10,245 Est. Cost $105.25 Unrealized -16.6%
A AGILENT TECH INC 0.4%
Value ($000) $823 Shares 6,844 Est. Cost $146.34 Unrealized -14.5%
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $820 Shares 6,781 Est. Cost $111.98 Unrealized +2.6%
MKL MARKEL GROUP INC COM 0.4%
Value ($000) $808 Shares 584 Est. Cost $1272.40 Unrealized +5.4%
KMX CARMAX INC 0.4%
Value ($000) $795 Shares 9,497 Est. Cost $66.93 Unrealized +9.4%
DISH NETWORK CORPORATION 2.375 03/15/2024 0.4%
Value ($000) $773 Shares 872,000 Est. Cost $0.96 Unrealized
Z ZILLOW GROUP INC CL C CAP STK 0.4%
Value ($000) $757 Shares 15,070 Est. Cost $68.09 Unrealized -32.4%
DBRG DIGITALBRIDGE GROUP INC CL A NEW 0.4%
Value ($000) $743 Shares 50,531 Est. Cost $17.84 Unrealized -31.8%
MSFT MICROSOFT 0.4%
Value ($000) $735 Shares 2,160 Est. Cost $292.34 Unrealized +5.1%
RH RH COM 0.4%
Value ($000) $719 Shares 2,180 Est. Cost $337.32 Unrealized -22.5%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.3%
Value ($000) $678 Shares 4,222 Est. Cost $219.43 Unrealized -34.0%
AMZN AMAZON.COM INC 0.3%
Value ($000) $667 Shares 5,120 Est. Cost $126.73 Unrealized -9.9%
ELAN ELANCO ANIMAL HEALTH INC COM 0.3%
Value ($000) $640 Shares 63,625 Est. Cost $23.07 Unrealized -59.8%
SPG SIMON PPTY GROUP INC NEW COM 0.3%
Value ($000) $638 Shares 5,522 Est. Cost $90.03 Unrealized +4.9%
DOCU DOCUSIGN INC COM 0.3%
Value ($000) $635 Shares 12,430 Est. Cost $90.50 Unrealized -41.5%
ABBV ABBVIE INC COM 0.3%
Value ($000) $560 Shares 4,159 Est. Cost $112.39 Unrealized +19.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $535 Shares 1,570 Est. Cost $293.25 Unrealized +11.3%
O REALTY INCOME CORP 0.3%
Value ($000) $485 Shares 8,118 Est. Cost $55.40 Unrealized -5.1%
KDP KEURIG DR PEPPER INC COM 0.2%
Value ($000) $467 Shares 14,930 Est. Cost $32.22 Unrealized -5.7%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $436 Shares 946 Est. Cost $332.03 Unrealized +30.0%
WTI W & T OFFSHORE INC COM 0.2%
Value ($000) $426 Shares 110,000 Est. Cost $5.26 Unrealized -18.3%
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $419 Shares 991 Est. Cost $21.62 Unrealized +53.4%
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.2%
Value ($000) $417 Shares 12,787 Est. Cost $29.35 Unrealized -0.0%
META META PLATFORMS INC CL A 0.2%
Value ($000) $414 Shares 1,444 Est. Cost $169.12 Unrealized +44.9%
JEF JEFFERIES FINL GROUP INC COM 0.2%
Value ($000) $411 Shares 12,400 Est. Cost $27.88 Unrealized +3.2%
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $403 Shares 2,561 Est. Cost $107.77 Unrealized +32.9%
INVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETF 0.2%
Value ($000) $401 Shares 17,061 Est. Cost $23.83 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.2%
Value ($000) $397 Shares 7,585 Est. Cost $45.44 Unrealized
MCD MCDONALDS CORP COM 0.2%
Value ($000) $391 Shares 1,310 Est. Cost $246.08 Unrealized +11.0%
EXR EXTRA SPACE STORAGE INC COM 0.2%
Value ($000) $390 Shares 2,623 Est. Cost $164.86 Unrealized -18.9%
CAH CARDINAL HEALTH INC 0.2%
Value ($000) $381 Shares 4,034 Est. Cost $61.19 Unrealized +31.7%
SE SEA LTD SPONSORD ADS 0.2%
Value ($000) $377 Shares 6,500 Est. Cost $223.69 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $367 Shares 3,179 Est. Cost $80.68 Unrealized +29.5%
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $365 Shares 678 Est. Cost $471.27 Unrealized +3.4%
LULU LULULEMON ATHLETICA INC COM 0.2%
Value ($000) $357 Shares 943 Est. Cost $427.35 Unrealized -13.7%
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $354 Shares 2,434 Est. Cost $109.32 Unrealized +18.6%
KO COCA COLA CO COM 0.2%
Value ($000) $349 Shares 5,795 Est. Cost $54.46 Unrealized +5.3%
BLACKROCK INC 0.2%
Value ($000) $348 Shares 504 Est. Cost $700.40 Unrealized
ABT ABBOTT LABS COM 0.2%
Value ($000) $342 Shares 3,135 Est. Cost $112.30 Unrealized -9.7%
DASH DOORDASH INC CL A 0.2%
Value ($000) $341 Shares 4,456 Est. Cost $58.00 Unrealized +14.4%
QSR RESTAURANT BRANDS INTL INC COM 0.2%
Value ($000) $324 Shares 4,178 Est. Cost $65.41 Unrealized +10.4%
PECO PHILLIPS EDISON & CO INC COMMON STOCK 0.2%
Value ($000) $317 Shares 9,295 Est. Cost $34.30 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.2%
Value ($000) $293 Shares 1,146 Est. Cost $84.74 Unrealized +22.8%
WMT WALMART INC COM 0.1%
Value ($000) $286 Shares 1,818 Est. Cost $45.91 Unrealized +6.6%
BIP BROOKFIELD INFRASTRUCTURE PARTNERS LPISIN BMG162521014 SEDOL B2NHY98 0.1%
Value ($000) $286 Shares 7,825 Est. Cost $53.25 Unrealized
LLY LILLY ELI & CO COM 0.1%
Value ($000) $283 Shares 603 Est. Cost $345.79 Unrealized +19.0%
MAIN MAIN STR CAP CORP COM 0.1%
Value ($000) $280 Shares 7,000 Est. Cost $43.97 Unrealized -9.8%
FSK FS KKR CAP CORP COM 0.1%
Value ($000) $280 Shares 14,600 Est. Cost $12.10 Unrealized +4.4%
NNN NATIONAL RETAIL PROPERTIES INC COM 0.1%
Value ($000) $279 Shares 6,520 Est. Cost $40.51 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.1%
Value ($000) $269 Shares 4,344 Est. Cost $64.74 Unrealized -7.1%
AZO AUTOZONE INC COM 0.1%
Value ($000) $269 Shares 108 Est. Cost $1861.88 Unrealized +37.0%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $263 Shares 1,736 Est. Cost $133.61 Unrealized +5.8%
AFL AFLAC INC COM 0.1%
Value ($000) $258 Shares 3,701 Est. Cost $62.75 Unrealized +0.7%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.1%
Value ($000) $255 Shares 4,119 Est. Cost $58.30 Unrealized -3.0%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $253 Shares 1,408 Est. Cost $161.23 Unrealized -1.3%
WRB BERKLEY W R CORP COM 0.1%
Value ($000) $246 Shares 4,125 Est. Cost $33.45 Unrealized +9.5%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $240 Shares 2,846 Est. Cost $80.99 Unrealized -1.3%
V VISA INC 0.1%
Value ($000) $219 Shares 923 Est. Cost $207.30 Unrealized +8.3%
BRO BROWN & BROWN INC COM 0.1%
Value ($000) $218 Shares 3,162 Est. Cost $56.43 Unrealized +10.9%
PLD PROLOGIS INC. COM 0.1%
Value ($000) $217 Shares 1,769 Est. Cost $111.93 Unrealized +0.8%
AVGO BROADCOM INC COM 0.1%
Value ($000) $211 Shares 243 Est. Cost $51.13 Unrealized +34.4%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $210 Shares 460 Est. Cost $348.21 Unrealized +24.6%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $208 Shares 847 Est. Cost $229.56 Unrealized -6.9%
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $208 Shares 1,258 Est. Cost $149.44 Unrealized -0.4%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $208 Shares 2,799 Est. Cost $70.59 Unrealized -0.8%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $206 Shares 1,183 Est. Cost $160.00 Unrealized -2.4%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $202 Shares 2,295 Est. Cost $78.22 Unrealized +1.5%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $202 Shares 1,461 Est. Cost $116.87 Unrealized +7.6%
BSJO INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $199 Shares 8,850 Est. Cost $24.74 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.1%
Value ($000) $191 Shares 10,606 Est. Cost $17.73 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $189 Shares 425 Est. Cost $411.08 Unrealized
PKG PACKAGING CORP AMER COM 0.1%
Value ($000) $187 Shares 1,417 Est. Cost $124.13 Unrealized -0.0%
BSJP INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $185 Shares 8,226 Est. Cost $22.91 Unrealized
NEM NEWMONT CORP COM 0.1%
Value ($000) $185 Shares 4,333 Est. Cost $44.63 Unrealized -5.0%
GDRX GOODRX HLDGS INC COM CL A 0.1%
Value ($000) $184 Shares 33,365 Est. Cost $29.17 Unrealized -81.5%
CAG CONAGRA BRANDS INC COM 0.1%
Value ($000) $182 Shares 5,400 Est. Cost $31.39 Unrealized 0.0%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $181 Shares 4,367 Est. Cost $34.76 Unrealized +5.4%
AVB AVALONBAY CMNTYS INC COM 0.1%
Value ($000) $178 Shares 941 Est. Cost $154.06 Unrealized +5.3%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $175 Shares 1,939 Est. Cost $82.47 Unrealized -2.9%
FTI TECHNIPFMC PLC COM 0.1%
Value ($000) $166 Shares 10,000 Est. Cost $13.30 Unrealized +4.1%
JOE ST JOE CO COM 0.1%
Value ($000) $166 Shares 3,436 Est. Cost $42.88 Unrealized +1.6%
SCHM SCHWAB U.S. MID-CAP ETF 0.1%
Value ($000) $162 Shares 2,275 Est. Cost $67.85 Unrealized
PPL PPL CORP COM 0.1%
Value ($000) $160 Shares 6,064 Est. Cost $25.56 Unrealized -1.6%
DVN DEVON ENERGY CORP 0.1%
Value ($000) $160 Shares 3,305 Est. Cost $50.33 Unrealized -9.7%
EQIX EQUINIX INC COM 0.1%
Value ($000) $158 Shares 201 Est. Cost $663.40 Unrealized +4.4%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.1%
Value ($000) $154 Shares 3,962 Est. Cost $38.84 Unrealized
WELL WELLTOWER INC COM 0.1%
Value ($000) $152 Shares 1,880 Est. Cost $68.13 Unrealized +6.6%
HOWARD HUGHES CORP COM 0.1%
Value ($000) $150 Shares 1,905 Est. Cost $79.88 Unrealized
LAMR LAMAR ADVERTISING CO NEW CL A 0.1%
Value ($000) $149 Shares 1,505 Est. Cost $99.82 Unrealized
CUBE CUBESMART COM 0.1%
Value ($000) $144 Shares 3,230 Est. Cost $46.10 Unrealized
AMCOR PLC ORD 0.1%
Value ($000) $144 Shares 14,424 Est. Cost $10.06 Unrealized -7.2%
GOOGL GOOGLE INC 0.1%
Value ($000) $144 Shares 1,200 Est. Cost $95.22 Unrealized +20.0%
DLR DIGITAL REALTY TRUST INC 0.1%
Value ($000) $143 Shares 1,258 Est. Cost $94.69 Unrealized -4.4%
ELS EQUITY LIFESTYLE PPTYS INC COM 0.1%
Value ($000) $139 Shares 2,077 Est. Cost $67.11 Unrealized
SO SOUTHERN CO COM 0.1%
Value ($000) $138 Shares 1,969 Est. Cost $54.83 Unrealized +19.1%
ADC AGREE RLTY CORP COM 0.1%
Value ($000) $137 Shares 2,090 Est. Cost $68.20 Unrealized
EQR EQUITY RESIDENTIAL SH BEN INT 0.1%
Value ($000) $136 Shares 2,068 Est. Cost $54.47 Unrealized +2.6%
MS MORGAN STANLEY 0.1%
Value ($000) $136 Shares 1,591 Est. Cost $86.77 Unrealized -9.7%
CION CION INVT CORP COM 0.1%
Value ($000) $136 Shares 13,075 Est. Cost $5.62 Unrealized +17.7%
FANG DIAMONDBACK ENERGY INC COM 0.1%
Value ($000) $131 Shares 1,000 Est. Cost $123.77 Unrealized -2.3%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value ($000) $130 Shares 1,221 Est. Cost $105.67 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $128 Shares 4,508 Est. Cost $33.92 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $124 Shares 604 Est. Cost $189.39 Unrealized -1.3%
JBGS JBG SMITH PPTYS COM 0.1%
Value ($000) $119 Shares 7,908 Est. Cost $15.06 Unrealized
ARE ALEXANDRIA REAL ESTATE EQUITIES INC 0.1%
Value ($000) $118 Shares 1,037 Est. Cost $121.90 Unrealized -15.2%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.1%
Value ($000) $117 Shares 1,065 Est. Cost $106.20 Unrealized
CCI CROWN CASTLE INC COM 0.1%
Value ($000) $116 Shares 1,016 Est. Cost $114.74 Unrealized -10.7%
SYY SYSCO CORP COM 0.1%
Value ($000) $116 Shares 1,560 Est. Cost $70.68 Unrealized -3.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $116 Shares 222 Est. Cost $617.25 Unrealized -13.3%
TDG TRANSDIGM GROUP INC COM 0.1%
Value ($000) $112 Shares 125 Est. Cost $610.68 Unrealized +10.7%
LAD LITHIA MTRS INC COM 0.1%
Value ($000) $109 Shares 360 Est. Cost $243.20 Unrealized -1.5%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $109 Shares 337 Est. Cost $323.64 Unrealized -4.9%
KKR KKR & CO INC COM 0.1%
Value ($000) $108 Shares 1,924 Est. Cost $52.51 Unrealized -2.1%
BWXT BWX TECHNOLOGIES INC COM 0.1%
Value ($000) $104 Shares 1,450 Est. Cost $63.73 Unrealized 0.0%
DOUBLELINE OPPORTUNISTIC CR COM 0.1%
Value ($000) $101 Shares 6,970 Est. Cost $14.18 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $96 Shares 235 Est. Cost $376.07 Unrealized
OWL BLUE OWL CAPITAL INC COM CL A 0.0%
Value ($000) $93 Shares 7,977 Est. Cost $11.98 Unrealized -10.1%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $93 Shares 1,100 Est. Cost $85.59 Unrealized
CG CARLYLE GROUP INC COM 0.0%
Value ($000) $91 Shares 2,847 Est. Cost $30.06 Unrealized -11.4%
TPG TPG INC COM CL A 0.0%
Value ($000) $90 Shares 3,070 Est. Cost $31.40 Unrealized -10.6%
DHR DANAHER CORP 0.0%
Value ($000) $89 Shares 369 Est. Cost $224.08 Unrealized -6.8%
PEP PEPSICO INC COM 0.0%
Value ($000) $88 Shares 475 Est. Cost $158.70 Unrealized +7.5%
FTAI FTAI AVIATION LTD SHS 0.0%
Value ($000) $88 Shares 2,770 Est. Cost $22.27 Unrealized +21.8%
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $85 Shares 926 Est. Cost $92.82 Unrealized
CRM SALESFORCE.COM INC 0.0%
Value ($000) $85 Shares 400 Est. Cost $166.88 Unrealized +20.9%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $81 Shares 187 Est. Cost $337.23 Unrealized +19.4%
BBUC BROOKFIELD BUSINESS CORP CL A EXC SUB VTG 0.0%
Value ($000) $81 Shares 4,293 Est. Cost $19.40 Unrealized +0.7%
CP CANADIAN PAC RAILWAYLTD 0.0%
Value ($000) $81 Shares 1,000 Est. Cost $77.51 Unrealized 0.0%
UNH UNITEDHEALTH GROUP 0.0%
Value ($000) $80 Shares 166 Est. Cost $428.20 Unrealized +8.6%
TGT TARGET CORP COM 0.0%
Value ($000) $79 Shares 598 Est. Cost $148.63 Unrealized -9.2%
ODFL OLD DOMINION FREIGHT LNS WITH STOCK SPLIT SHARES 0.0%
Value ($000) $78 Shares 210 Est. Cost $164.72 Unrealized -3.2%
BOX BOX INC CL A 0.0%
Value ($000) $76 Shares 2,600 Est. Cost $27.69 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $75 Shares 1,500 Est. Cost $42.52 Unrealized 0.0%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $73 Shares 425 Est. Cost $159.02 Unrealized +5.7%
NOW SERVICE NOW INC 0.0%
Value ($000) $73 Shares 130 Est. Cost $87.09 Unrealized +14.8%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $72 Shares 180 Est. Cost $343.70 Unrealized +4.1%
CME CHICAGO MERCANTILE HLDGS INC 0.0%
Value ($000) $71 Shares 385 Est. Cost $161.97 Unrealized +2.8%
TROX TRONOX HOLDINGS PLC SHS 0.0%
Value ($000) $71 Shares 5,599 Est. Cost $15.42 Unrealized -18.5%
GLDI CREDIT SUISSE X-LINKS GOLD SHARES COVERED CALL ETN 0.0%
Value ($000) $70 Shares 502 Est. Cost $147.79 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $66 Shares 951 Est. Cost $80.49 Unrealized -20.1%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $65 Shares 189 Est. Cost $246.36 Unrealized +22.8%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $64 Shares 593 Est. Cost $110.25 Unrealized
IRDM IRIDIUM COMMUNICATIONS 0.0%
Value ($000) $62 Shares 1,000 Est. Cost $59.85 Unrealized +3.4%
FDX FEDEX CORP 0.0%
Value ($000) $62 Shares 250 Est. Cost $216.04 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $60 Shares 1,401 Est. Cost $31.72 Unrealized +17.2%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $60 Shares 930 Est. Cost $44.00 Unrealized +28.5%
VST VISTRA CORP COM 0.0%
Value ($000) $59 Shares 2,260 Est. Cost $22.22 Unrealized +6.2%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $59 Shares 602 Est. Cost $99.64 Unrealized
BHM BLUEROCK HOMES TRUST INC COM CL A 0.0%
Value ($000) $58 Shares 3,615 Est. Cost $19.82 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $58 Shares 359 Est. Cost $154.01 Unrealized
PKST PEAKSTONE REALTY TRUST CL AA NSA 0.0%
Value ($000) $57 Shares 2,030 Est. Cost $27.92 Unrealized
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $50 Shares 1,750 Est. Cost $30.57 Unrealized -12.9%
PERIMETER SOLUTIONS SA COMMON STOCK 0.0%
Value ($000) $50 Shares 8,056 Est. Cost $8.08 Unrealized
EL ESTEE LAUDER COMPANIES INC 0.0%
Value ($000) $49 Shares 250 Est. Cost $240.71 Unrealized -16.3%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $47 Shares 433 Est. Cost $118.15 Unrealized -9.6%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $47 Shares 591 Est. Cost $80.19 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $47 Shares 642 Est. Cost $73.83 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $47 Shares 232 Est. Cost $146.94 Unrealized +15.9%
DHS WISDOMTREE U.S. HIGH DIVIDEND FUND 0.0%
Value ($000) $46 Shares 584 Est. Cost $82.27 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $45 Shares 880 Est. Cost $51.28 Unrealized
IRTC IRHYTHM TECHNOLOGIES INC COM 0.0%
Value ($000) $44 Shares 425 Est. Cost $108.45 Unrealized +10.7%
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $44 Shares 100 Est. Cost $409.39 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $43 Shares 560 Est. Cost $69.59 Unrealized +4.8%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $43 Shares 692 Est. Cost $57.32 Unrealized -5.6%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $42 Shares 150 Est. Cost $252.55 Unrealized
PCH POTLATCH CORP 0.0%
Value ($000) $42 Shares 800 Est. Cost $49.52 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $42 Shares 200 Est. Cost $178.76 Unrealized -1.8%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $41 Shares 421 Est. Cost $92.29 Unrealized -0.0%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $41 Shares 210 Est. Cost $189.59 Unrealized -6.1%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $40 Shares 233 Est. Cost $146.36 Unrealized +8.5%
ROL ROLLINS INC COM 0.0%
Value ($000) $39 Shares 900 Est. Cost $34.75 Unrealized +13.1%
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.0%
Value ($000) $37 Shares 438 Est. Cost $77.99 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $36 Shares 85 Est. Cost $356.15 Unrealized +6.6%
TEMPLETON GLOBAL INCOME FD COM 0.0%
Value ($000) $35 Shares 8,522 Est. Cost $4.40 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $35 Shares 159 Est. Cost $211.47 Unrealized -3.9%
BA BOEING CO COM 0.0%
Value ($000) $34 Shares 160 Est. Cost $207.77 Unrealized -0.0%
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $34 Shares 200 Est. Cost $159.52 Unrealized +0.4%
VTS VITESSE ENERGY INC COMMON STOCK 0.0%
Value ($000) $33 Shares 1,455 Est. Cost $20.86 Unrealized 0.0%
GLW CORNING INC COM 0.0%
Value ($000) $31 Shares 898 Est. Cost $32.11 Unrealized -4.7%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $31 Shares 300 Est. Cost $92.05 Unrealized +5.4%
ESGV VANGUARD ESG U.S. STOCK ETF 0.0%
Value ($000) $31 Shares 394 Est. Cost $71.71 Unrealized
AIP ARTERIS INC COM 0.0%
Value ($000) $31 Shares 4,500 Est. Cost $5.40 Unrealized 0.0%
CRGY CRESCENT ENERGY CO 0.0%
Value ($000) $29 Shares 2,818 Est. Cost $10.11 Unrealized -5.8%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $29 Shares 205 Est. Cost $140.55 Unrealized
PCT PURECYCLE TECHNOLOGIES INC COM 0.0%
Value ($000) $29 Shares 2,700 Est. Cost $7.17 Unrealized +1.0%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $29 Shares 379 Est. Cost $83.64 Unrealized -17.1%
CTGO CONTANGO ORE INC COM 0.0%
Value ($000) $28 Shares 1,118 Est. Cost $24.41 Unrealized +18.3%
EFX EQUIFAX INC COM 0.0%
Value ($000) $27 Shares 114 Est. Cost $203.94 Unrealized +1.3%
CSCO CISCO SYS INC 0.0%
Value ($000) $26 Shares 511 Est. Cost $44.85 Unrealized +1.5%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $25 Shares 231 Est. Cost $65.91 Unrealized +21.1%
STAG STAG INDL INC COM 0.0%
Value ($000) $25 Shares 700 Est. Cost $33.82 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $24 Shares 648 Est. Cost $40.23 Unrealized -17.4%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $24 Shares 140 Est. Cost $154.96 Unrealized -2.4%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $24 Shares 110 Est. Cost $228.84 Unrealized -10.6%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $22 Shares 242 Est. Cost $91.82 Unrealized
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $22 Shares 331 Est. Cost $62.34 Unrealized
TAL TAL EDUCATION GROUP SPONSORED ADS 0.0%
Value ($000) $22 Shares 3,645 Est. Cost $3.94 Unrealized
BEP BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT 0.0%
Value ($000) $22 Shares 736 Est. Cost $31.51 Unrealized
BSJR INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $21.84 Unrealized
BEYOND AIR INC COM 0.0%
Value ($000) $21 Shares 5,000 Est. Cost $4.26 Unrealized
WRBY WARBY PARKER INC CL A COM 0.0%
Value ($000) $21 Shares 1,814 Est. Cost $13.70 Unrealized -16.9%
MA MASTERCARD INC 0.0%
Value ($000) $20 Shares 51 Est. Cost $357.45 Unrealized +3.5%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.0%
Value ($000) $20 Shares 195 Est. Cost $93.02 Unrealized
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 0.0%
Value ($000) $20 Shares 370 Est. Cost $52.36 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $20 Shares 200 Est. Cost $99.23 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $19 Shares 200 Est. Cost $92.09 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $19 Shares 100 Est. Cost $202.74 Unrealized -6.4%
SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 0.0%
Value ($000) $19 Shares 840 Est. Cost $23.02 Unrealized
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $18 Shares 400 Est. Cost $42.75 Unrealized
GLD SPDR GOLD ETF 0.0%
Value ($000) $18 Shares 100 Est. Cost $183.22 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $18 Shares 105 Est. Cost $135.10 Unrealized +7.0%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $17 Shares 36 Est. Cost $383.34 Unrealized +6.4%
INTC INTEL CORP COM 0.0%
Value ($000) $17 Shares 500 Est. Cost $27.52 Unrealized +11.6%
ACN ACCENTURE LTD BERMUDA CL A 0.0%
Value ($000) $16 Shares 52 Est. Cost $261.35 Unrealized +7.0%
NUVEEN CA QUALTY MUN INCOME FD COM 0.0%
Value ($000) $16 Shares 1,444 Est. Cost $11.01 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $16 Shares 250 Est. Cost $60.96 Unrealized -0.3%
MET METLIFE INC COM 0.0%
Value ($000) $15 Shares 261 Est. Cost $55.38 Unrealized -7.5%
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 0.0%
Value ($000) $14 Shares 3,787 Est. Cost $3.66 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $14 Shares 50 Est. Cost $244.34 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $14 Shares 5 Est. Cost $2394.16 Unrealized +8.6%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $13 Shares 150 Est. Cost $83.54 Unrealized +0.6%
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $13 Shares 718 Est. Cost $19.78 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $13 Shares 50 Est. Cost $217.67 Unrealized +0.9%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $12 Shares 160 Est. Cost $53.23 Unrealized +27.1%
VIRTUS DIVIDEND INTEREST & PR COM 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $11.76 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $12 Shares 130 Est. Cost $88.17 Unrealized -3.4%
NFG NATIONAL FUEL GAS CO COM 0.0%
Value ($000) $11 Shares 220 Est. Cost $57.97 Unrealized -8.3%
SBUX STARBUCKS CORP 0.0%
Value ($000) $11 Shares 114 Est. Cost $97.06 Unrealized +0.2%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $11 Shares 92 Est. Cost $123.71 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $11 Shares 245 Est. Cost $36.29 Unrealized +0.8%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $11 Shares 15 Est. Cost $680.73 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $11 Shares 5 Est. Cost $31.42 Unrealized +25.9%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $11 Shares 250 Est. Cost $40.47 Unrealized -7.0%
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $11 Shares 100 Est. Cost $101.66 Unrealized +2.6%
FIP FTAI INFRASTRUCTURE INC COMMON STOCK 0.0%
Value ($000) $10 Shares 2,770 Est. Cost $2.82 Unrealized +8.3%
UNITI GROUP INC COM 0.0%
Value ($000) $10 Shares 2,161 Est. Cost $3.55 Unrealized
WESTERN DIGITAL CORP. 1.5 02/01/2024 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
WDAY WORKDAY INC CL A 0.0%
Value ($000) $9 Shares 42 Est. Cost $181.94 Unrealized +10.1%
EXE CHESAPEAKE ENERGY CORP COM 0.0%
Value ($000) $9 Shares 110 Est. Cost $74.50 Unrealized -1.3%
LAM RESEARCH CORP COM 0.0%
Value ($000) $9 Shares 14 Est. Cost $530.14 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $9 Shares 20 Est. Cost $33.47 Unrealized +10.1%
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $9 Shares 387 Est. Cost $23.38 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $9 Shares 77 Est. Cost $81.38 Unrealized +27.8%
SLF SUN LIFE FINANCIAL INC COM 0.0%
Value ($000) $9 Shares 167 Est. Cost $48.14 Unrealized +2.1%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $8 Shares 19 Est. Cost $455.20 Unrealized -2.8%
CBRE CBRE GROUP INC A 0.0%
Value ($000) $8 Shares 97 Est. Cost $81.70 Unrealized -8.4%
APOLLO TACTICAL INCOME FD INC COM 0.0%
Value ($000) $8 Shares 600 Est. Cost $12.12 Unrealized
FCPT FOUR CORNERS PPTY TR INC COM 0.0%
Value ($000) $8 Shares 298 Est. Cost $26.86 Unrealized
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $7 Shares 100 Est. Cost $77.63 Unrealized
VSAT VIASAT INC COM 0.0%
Value ($000) $7 Shares 173 Est. Cost $34.11 Unrealized +14.0%
NVO NOVO-NORDISK A/S ADR ADR CMN 0.0%
Value ($000) $7 Shares 44 Est. Cost $159.14 Unrealized
OKTA OKTA INC CL A 0.0%
Value ($000) $7 Shares 100 Est. Cost $76.12 Unrealized -0.2%
XMVFX MUNIVEST FD INC 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $6.92 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $7 Shares 101 Est. Cost $74.85 Unrealized -16.5%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $7 Shares 194 Est. Cost $30.07 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $6 Shares 29 Est. Cost $224.03 Unrealized -4.6%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $6 Shares 182 Est. Cost $37.94 Unrealized
MXL MAXLINEAR INC COM 0.0%
Value ($000) $6 Shares 200 Est. Cost $36.23 Unrealized -20.2%
FISV FISERV INC COM 0.0%
Value ($000) $6 Shares 50 Est. Cost $110.00 Unrealized +7.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $6 Shares 76 Est. Cost $71.08 Unrealized +11.8%
HPQ HP INC COM 0.0%
Value ($000) $6 Shares 200 Est. Cost $25.72 Unrealized +5.4%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $6 Shares 37 Est. Cost $136.28 Unrealized +6.3%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $6 Shares 60 Est. Cost $101.66 Unrealized
RHI ROBERT HALF INC. COM 0.0%
Value ($000) $6 Shares 78 Est. Cost $79.37 Unrealized -10.1%
GRBK GREEN BRICK PARTNERS INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $30.90 Unrealized +50.6%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $6 Shares 54 Est. Cost $99.49 Unrealized -5.0%
YUM YUM! BRANDS INC 0.0%
Value ($000) $6 Shares 40 Est. Cost $121.74 Unrealized +5.8%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $6 Shares 66 Est. Cost $76.55 Unrealized -4.4%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $5 Shares 148 Est. Cost $37.37 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $5 Shares 22 Est. Cost $189.14 Unrealized +15.1%
ARKF ARK FINTECH INNOVATION ETF 0.0%
Value ($000) $5 Shares 242 Est. Cost $18.81 Unrealized
SDGR SCHRODINGER INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $23.76 Unrealized +42.2%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $5 Shares 229 Est. Cost $14.97 Unrealized +2.3%
APPN APPIAN CORP CL A 0.0%
Value ($000) $5 Shares 100 Est. Cost $40.42 Unrealized +4.3%
GIS GENERAL MILLS INC COM 0.0%
Value ($000) $5 Shares 61 Est. Cost $55.25 Unrealized +40.2%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $5 Shares 16 Est. Cost $249.44 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $4 Shares 10 Est. Cost $385.50 Unrealized
ZBH ZIMMER HLDGS INC 0.0%
Value ($000) $4 Shares 30 Est. Cost $122.33 Unrealized +8.5%
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.0%
Value ($000) $4 Shares 14 Est. Cost $276.00 Unrealized
ASTC ASTROTECH CORP COM 0.0%
Value ($000) $4 Shares 273 Est. Cost $11.77 Unrealized -4.9%
SOURCE CAP INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $37.79 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $4 Shares 105 Est. Cost $31.85 Unrealized -7.4%
CREDIT SUISSE X-LINKS SILVER SHARES COVERED CALL ETN 0.0%
Value ($000) $4 Shares 50 Est. Cost $81.32 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $4 Shares 7 Est. Cost $355.42 Unrealized +13.3%
DOW DOW INC COM 0.0%
Value ($000) $4 Shares 66 Est. Cost $47.30 Unrealized -4.3%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $3 Shares 35 Est. Cost $98.54 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $14.46 Unrealized -1.8%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 19 Est. Cost $169.76 Unrealized -8.6%
CDE COEUR MNG INC COM NEW 0.0%
Value ($000) $3 Shares 1,100 Est. Cost $3.47 Unrealized -2.1%
LSCC LATTICE SEMICONDUCTOR CORP COM 0.0%
Value ($000) $3 Shares 32 Est. Cost $95.64 Unrealized
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $3 Shares 101 Est. Cost $30.88 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $3 Shares 55 Est. Cost $47.13 Unrealized +10.8%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $202.58 Unrealized -3.4%
LOW LOWES COS INC COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $192.20 Unrealized +2.9%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $170.53 Unrealized +3.7%
CROX CROCS INC COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $119.17 Unrealized 0.0%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $3 Shares 7 Est. Cost $320.08 Unrealized +2.6%
FCX FREEPORT MCMORAN COPPER 0.0%
Value ($000) $3 Shares 68 Est. Cost $39.99 Unrealized -8.1%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $3 Shares 5 Est. Cost $465.29 Unrealized 0.0%
URI UNITED RENTALS INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $407.64 Unrealized -11.4%
DECK DECKERS OUTDOOR 0.0%
Value ($000) $3 Shares 5 Est. Cost $80.39 Unrealized 0.0%
TRI THOMSON REUTERS CORP. COM 0.0%
Value ($000) $3 Shares 19 Est. Cost $122.38 Unrealized 0.0%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $3 Shares 38 Est. Cost $76.84 Unrealized -11.5%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $489.83 Unrealized 0.0%
DXCM DEXCOM INC COM 0.0%
Value ($000) $2 Shares 18 Est. Cost $111.94 Unrealized +8.0%
MP MP MATERIALS CORP COM CL A 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.25 Unrealized -24.2%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $60.37 Unrealized -0.1%
WAL WESTERN ALLIANCE BANCORP COM 0.0%
Value ($000) $2 Shares 60 Est. Cost $56.86 Unrealized -42.8%
SPLUNK INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $95.90 Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $80.37 Unrealized +5.6%
IBKR INTERACTIVE BROKERS GROUP INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $19.44 Unrealized 0.0%
URGN UROGEN PHARMA LTD COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $11.03 Unrealized 0.0%
ECL ECOLAB INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $150.99 Unrealized +10.8%
VMWARE INC CL A CLASS A 0.0%
Value ($000) $2 Shares 14 Est. Cost $124.86 Unrealized
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $276.70 Unrealized +7.6%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $276.18 Unrealized -10.2%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $2 Shares 2 Est. Cost $54.79 Unrealized +11.5%
TOTAL SA ADR 0.0%
Value ($000) $2 Shares 32 Est. Cost $59.41 Unrealized
AZN ASTRAZENECA PLC- SPONS ADR 0.0%
Value ($000) $2 Shares 26 Est. Cost $68.35 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $257.74 Unrealized +9.2%
ST SENSATA TECHNOLOGIESHLDGS NV COM EUR0.01 0.0%
Value ($000) $2 Shares 40 Est. Cost $48.37 Unrealized -9.3%
ARISTA NETWORKS INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $162.09 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $2 Shares 32 Est. Cost $38.07 Unrealized +15.2%
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $130.65 Unrealized +5.1%
ATLANTICA SUSTAINABLE INFR PLC SHS 0.0%
Value ($000) $2 Shares 71 Est. Cost $29.56 Unrealized
GT GOODYEAR TIRE & RUBR CO COM 0.0%
Value ($000) $2 Shares 120 Est. Cost $11.09 Unrealized +12.6%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $2 Shares 18 Est. Cost $90.67 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $2 Shares 19 Est. Cost $102.16 Unrealized
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $2 Shares 16 Est. Cost $105.24 Unrealized -4.9%
TRU TRANSUNION COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $64.40 Unrealized +5.9%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $172.27 Unrealized -5.5%
SAP SAP AKTIENGESELLSCHAFT ADR 0.0%
Value ($000) $2 Shares 11 Est. Cost $128.82 Unrealized
VYGR VOYAGER THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 130 Est. Cost $7.71 Unrealized
HASI HANNON ARMSTRONG SUST INFR CAP COM 0.0%
Value ($000) $1 Shares 56 Est. Cost $26.47 Unrealized -16.0%
MRNA MODERNA INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $164.97 Unrealized -19.1%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $1 Shares 26 Est. Cost $49.39 Unrealized -9.9%
DELPHI AUTOMOTIVE PLC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $112.17 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $1 Shares 58 Est. Cost $10.36 Unrealized +12.9%
SAN BANCO SANTANDER S.A. ADR 0.0%
Value ($000) $1 Shares 273 Est. Cost $3.69 Unrealized
ASTROTECH CORP COM 0.0%
Value ($000) $1 Shares 66 Est. Cost $10.67 Unrealized
RCL ROYAL CARRIBBEAN CRUISES LTD 0.0%
Value ($000) $1 Shares 9 Est. Cost $64.83 Unrealized +18.8%
ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVEST 0.0%
Value ($000) $1 Shares 298 Est. Cost $3.52 Unrealized
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 15 Est. Cost $62.53 Unrealized
TILRAY BRANDS INC COM 0.0%
Value ($000) $1 Shares 565 Est. Cost $2.53 Unrealized
WAB WABTEC 0.0%
Value ($000) $1 Shares 8 Est. Cost $100.52 Unrealized -2.6%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $1 Shares 23 Est. Cost $41.00 Unrealized
BROOKFIELD REINS LTD CL A EXCH LT VTG 0.0%
Value ($000) $1 Shares 25 Est. Cost $33.00 Unrealized
ENDEAVOR GROUP HLDGS INC CL A COM 0.0%
Value ($000) $1 Shares 35 Est. Cost $23.91 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 23 Est. Cost $35.41 Unrealized
BUD ANHEUSER BUSCH 0.0%
Value ($000) $1 Shares 14 Est. Cost $67.71 Unrealized
RIO RIO TINTO PLC SPON ADR 0.0%
Value ($000) $1 Shares 10 Est. Cost $71.30 Unrealized
XTTPX TORTOISE PIPELINE & ENERGY FD COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $25.71 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $1 Shares 65 Est. Cost $9.69 Unrealized -12.7%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $1 Shares 31 Est. Cost $23.27 Unrealized -17.9%
PAR PAR TECHNOLOGY CORP COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $33.34 Unrealized +0.2%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $0 Shares 17 Est. Cost $27.26 Unrealized -8.7%
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $0 Shares 6 Est. Cost $74.75 Unrealized -9.7%
AMC ENTMT HLDGS INC CL A COM 0.0%
Value ($000) $0 Shares 92 Est. Cost $5.01 Unrealized
VIRGIN GALACTIC HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 94 Est. Cost $3.98 Unrealized
SLVM SYLVAMO CORP COMMON STOCK 0.0%
Value ($000) $0 Shares 8 Est. Cost $43.35 Unrealized -8.5%
PHUNWARE INC COM 0.0%
Value ($000) $0 Shares 600 Est. Cost $0.71 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $0 Shares 28 Est. Cost $8.17 Unrealized
FRCB FIRST REPUBLIC BANK 0.0%
Value ($000) $0 Shares 385 Est. Cost $26.30 Unrealized -84.5%
BLNK BLINK CHARGING CO COM 0.0%
Value ($000) $0 Shares 34 Est. Cost $10.55 Unrealized -34.4%
UFO PROCURE SPACE ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $19.10 Unrealized
T AT&T INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $16.36 Unrealized -9.6%
IPI INTREPID POTASH INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $30.42 Unrealized -25.6%
WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR 0.0%
Value ($000) $0 Shares 5 Est. Cost $23.40 Unrealized
ONL ORION OFFICE REIT INC COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $6.70 Unrealized
VNQ VANGUARD REIT INDEX ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $83.04 Unrealized
CANOPY GROWTH CORP COM 0.0%
Value ($000) $0 Shares 192 Est. Cost $1.75 Unrealized
CELG-R BRISTOL-MYERS SQUIBB CO CONTIN VAL RT 0.0%
Value ($000) $0 Shares 600 Est. Cost $0.12 Unrealized
GM GENERAL MOTORS CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $36.67 Unrealized -8.3%
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $10.90 Unrealized -10.2%
ZIMVIE INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $7.33 Unrealized
BB BLACKBERRY LTD COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $3.97 Unrealized +22.1%
IDEANOMICS INC COM 0.0%
Value ($000) $0 Shares 228 Est. Cost $0.11 Unrealized
MOMENTUS INC COM CL A 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.58 Unrealized
FNKO FUNKO INC COM CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $10.37 Unrealized +6.1%