Briaud Financial Planning Inc Diversified Active

Location: College Station, TX

CIK: 0001800586 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 31, 2025

Total Value: $254M

Holdings (365)

VTI VANGUARD INDEX FDS 36.2%
Value $91.82M Shares 302,127 Est. Cost $264.02 Unrealized
GLD SPDR GOLD TR 23.5%
Value $59.48M Shares 195,132 Est. Cost $161.72 Unrealized
QQQ INVESCO QQQ TR 13.2%
Value $33.51M Shares 60,747 Est. Cost $478.92 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 13.1%
Value $33.13M Shares 2,540,275 Est. Cost $13.46 Unrealized
IAU ISHARES GOLD TR 2.2%
Value $5.547M Shares 88,965 Est. Cost $33.73 Unrealized
IVV ISHARES TR 0.9%
Value $2.253M Shares 3,629 Est. Cost $539.66 Unrealized
AAPL APPLE INC 0.8%
Value $2.143M Shares 10,446 Est. Cost $201.04 Unrealized +0.2%
XOM EXXON MOBIL CORP 0.6%
Value $1.641M Shares 15,229 Est. Cost $83.26 Unrealized +25.5%
ADI ANALOG DEVICES INC 0.6%
Value $1.551M Shares 6,518 Est. Cost $216.79 Unrealized -5.0%
NVDA NVIDIA CORPORATION 0.6%
Value $1.53M Shares 9,685 Est. Cost $135.99 Unrealized -7.5%
LLY ELI LILLY & CO 0.4%
Value $930K Shares 1,194 Est. Cost $806.63 Unrealized -4.1%
PPLT ABRDN PLATINUM ETF TRUST 0.3%
Value $813K Shares 6,624 Est. Cost $83.59 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value $733K Shares 1,509 Est. Cost $400.91 Unrealized +26.7%
MSFT MICROSOFT CORP 0.3%
Value $727K Shares 1,461 Est. Cost $408.84 Unrealized +5.8%
TLT ISHARES TR 0.3%
Value $641K Shares 7,312 Est. Cost $94.64 Unrealized
APD AIR PRODS & CHEMS INC 0.2%
Value $581K Shares 2,061 Est. Cost $232.50 Unrealized +15.3%
SPY SPDR S&P 500 ETF TR 0.2%
Value $535K Shares 867 Est. Cost $550.75 Unrealized
DIS DISNEY WALT CO 0.2%
Value $516K Shares 4,169 Est. Cost $83.66 Unrealized +22.9%
AMZN AMAZON COM INC 0.2%
Value $509K Shares 2,324 Est. Cost $202.97 Unrealized -2.5%
BIL SPDR SER TR 0.2%
Value $474K Shares 5,170 Est. Cost $91.68 Unrealized
SLV ISHARES SILVER TR 0.1%
Value $364K Shares 11,104 Est. Cost $22.45 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value $355K Shares 812 Est. Cost $371.18 Unrealized
ITA ISHARES TR 0.1%
Value $354K Shares 1,881 Est. Cost $181.66 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value $304K Shares 1,676 Est. Cost $179.00 Unrealized
SPYM SPDR SER TR 0.1%
Value $283K Shares 3,905 Est. Cost $72.47 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value $278K Shares 1,748 Est. Cost $149.87 Unrealized +7.3%
VV VANGUARD INDEX FDS 0.1%
Value $255K Shares 894 Est. Cost $256.15 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value $235K Shares 2,779 Est. Cost $93.34 Unrealized
WMT WALMART INC 0.1%
Value $232K Shares 2,375 Est. Cost $59.98 Unrealized +58.0%
AMGN AMGEN INC 0.1%
Value $227K Shares 815 Est. Cost $283.44 Unrealized -2.0%
FFIN FIRST FINL BANKSHARES INC 0.1%
Value $211K Shares 5,876 Est. Cost $29.42 Unrealized +15.9%
JBL JABIL INC 0.1%
Value $211K Shares 971 Est. Cost $161.93 Unrealized 0.0%
V VISA INC 0.1%
Value $210K Shares 594 Est. Cost $304.80 Unrealized +13.8%
JPM JPMORGAN CHASE & CO. 0.1%
Value $208K Shares 719 Est. Cost $213.48 Unrealized +18.4%
IJH ISHARES TR 0.1%
Value $207K Shares 3,345 Est. Cost $58.79 Unrealized
COP CONOCOPHILLIPS 0.1%
Value $195K Shares 2,183 Est. Cost $107.63 Unrealized -18.2%
ELV ELEVANCE HEALTH INC 0.1%
Value $194K Shares 501 Est. Cost $409.27 Unrealized -3.1%
JNJ JOHNSON & JOHNSON 0.1%
Value $191K Shares 1,253 Est. Cost $149.74 Unrealized +0.7%
PFM INVESCO EXCHANGE TRADED FD T 0.1%
Value $187K Shares 3,890 Est. Cost $48.07 Unrealized
ABBV ABBVIE INC 0.1%
Value $185K Shares 999 Est. Cost $163.28 Unrealized +11.9%
VTV VANGUARD INDEX FDS 0.1%
Value $181K Shares 1,026 Est. Cost $169.74 Unrealized
NOBL PROSHARES TR 0.1%
Value $180K Shares 1,791 Est. Cost $101.62 Unrealized
VHT VANGUARD WORLD FD 0.1%
Value $177K Shares 716 Est. Cost $270.95 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value $174K Shares 377 Est. Cost $416.77 Unrealized +10.2%
CAT CATERPILLAR INC 0.1%
Value $173K Shares 446 Est. Cost $313.13 Unrealized +5.7%
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value $171K Shares 753 Est. Cost $221.14 Unrealized
T AT&T INC 0.1%
Value $170K Shares 5,882 Est. Cost $17.50 Unrealized +54.1%
CVX CHEVRON CORP NEW 0.1%
Value $170K Shares 1,188 Est. Cost $137.83 Unrealized -0.6%
CSCO CISCO SYS INC 0.1%
Value $168K Shares 2,429 Est. Cost $48.99 Unrealized +23.3%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value $160K Shares 786 Est. Cost $184.45 Unrealized
ZTS ZOETIS INC 0.1%
Value $159K Shares 1,022 Est. Cost $182.48 Unrealized -13.8%
UNH UNITEDHEALTH GROUP INC 0.1%
Value $145K Shares 466 Est. Cost $488.97 Unrealized -23.3%
SHW SHERWIN WILLIAMS CO 0.1%
Value $144K Shares 420 Est. Cost $313.46 Unrealized +9.9%
IVE ISHARES TR 0.1%
Value $142K Shares 727 Est. Cost $192.47 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value $133K Shares 585 Est. Cost $191.03 Unrealized +20.2%
IVW ISHARES TR 0.0%
Value $126K Shares 1,150 Est. Cost $100.08 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.0%
Value $126K Shares 3,981 Est. Cost $31.65 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $123K Shares 400 Est. Cost $234.26 Unrealized +29.1%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value $121K Shares 1,744 Est. Cost $69.38 Unrealized
PFF ISHARES TR 0.0%
Value $106K Shares 3,463 Est. Cost $32.15 Unrealized
BN BROOKFIELD CORP 0.0%
Value $100K Shares 1,624 Est. Cost $26.63 Unrealized +38.6%
FANG DIAMONDBACK ENERGY INC 0.0%
Value $92,000 Shares 670 Est. Cost $160.88 Unrealized -15.4%
SFNC SIMMONS 1ST NATL CORP 0.0%
Value $91,000 Shares 4,811 Est. Cost $18.94 Unrealized -0.5%
IJR ISHARES TR 0.0%
Value $90,000 Shares 832 Est. Cost $104.78 Unrealized
LOW LOWES COS INC 0.0%
Value $89,000 Shares 402 Est. Cost $222.03 Unrealized -0.6%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $89,000 Shares 303 Est. Cost $173.09 Unrealized +46.6%
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value $88,000 Shares 8,073 Est. Cost $11.89 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value $87,000 Shares 1,048 Est. Cost $58.82 Unrealized +38.2%
SPDW SPDR INDEX SHS FDS 0.0%
Value $87,000 Shares 2,157 Est. Cost $40.33 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value $86,000 Shares 533 Est. Cost $227.94 Unrealized -22.5%
INTC INTEL CORP 0.0%
Value $85,000 Shares 3,809 Est. Cost $22.54 Unrealized -8.1%
SHEL SHELL PLC 0.0%
Value $83,000 Shares 1,193 Est. Cost $71.29 Unrealized
NEXT NEXTDECADE CORP 0.0%
Value $83,000 Shares 9,333 Est. Cost $5.31 Unrealized +46.0%
VOO VANGUARD INDEX FDS 0.0%
Value $82,000 Shares 145 Est. Cost $540.07 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value $80,000 Shares 1,412 Est. Cost $50.28 Unrealized
EDV VANGUARD WORLD FD 0.0%
Value $79,000 Shares 1,176 Est. Cost $77.38 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value $79,000 Shares 2,736 Est. Cost $44.23 Unrealized
PEP PEPSICO INC 0.0%
Value $79,000 Shares 599 Est. Cost $157.27 Unrealized -16.7%
XLF SELECT SECTOR SPDR TR 0.0%
Value $78,000 Shares 1,490 Est. Cost $45.52 Unrealized
MDYG SPDR SER TR 0.0%
Value $75,000 Shares 873 Est. Cost $85.91 Unrealized
SRE SEMPRA 0.0%
Value $74,000 Shares 980 Est. Cost $67.33 Unrealized +7.8%
DRI DARDEN RESTAURANTS INC 0.0%
Value $73,000 Shares 337 Est. Cost $156.66 Unrealized +30.4%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $72,000 Shares 1,683 Est. Cost $35.93 Unrealized +16.4%
PAYX PAYCHEX INC 0.0%
Value $72,000 Shares 500 Est. Cost $137.31 Unrealized +7.4%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $71,000 Shares 1,536 Est. Cost $45.51 Unrealized +3.7%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value $65,000 Shares 848 Est. Cost $75.68 Unrealized -17.7%
MCD MCDONALDS CORP 0.0%
Value $65,000 Shares 225 Est. Cost $283.19 Unrealized +7.2%
HOLX HOLOGIC INC 0.0%
Value $65,000 Shares 1,000 Est. Cost $78.12 Unrealized -23.3%
JTEK J P MORGAN EXCHANGE TRADED F 0.0%
Value $64,000 Shares 760 Est. Cost $75.00 Unrealized
ABT ABBOTT LABS 0.0%
Value $63,000 Shares 469 Est. Cost $110.78 Unrealized +17.9%
GD GENERAL DYNAMICS CORP 0.0%
Value $58,000 Shares 200 Est. Cost $263.42 Unrealized +3.4%
SCHV SCHWAB STRATEGIC TR 0.0%
Value $58,000 Shares 2,112 Est. Cost $38.53 Unrealized
MMM 3M CO 0.0%
Value $57,000 Shares 379 Est. Cost $79.29 Unrealized +78.1%
FTSD FRANKLIN ETF TR 0.0%
Value $56,000 Shares 618 Est. Cost $90.61 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value $52,000 Shares 9 Est. Cost $5094.53 Unrealized 0.0%
ROL ROLLINS INC 0.0%
Value $51,000 Shares 909 Est. Cost $43.06 Unrealized +29.4%
XLU SELECT SECTOR SPDR TR 0.0%
Value $50,000 Shares 623 Est. Cost $65.81 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value $49,000 Shares 710 Est. Cost $55.40 Unrealized +22.9%
JMUB J P MORGAN EXCHANGE TRADED F 0.0%
Value $48,000 Shares 977 Est. Cost $49.13 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value $47,000 Shares 794 Est. Cost $59.19 Unrealized
RTX RTX CORPORATION 0.0%
Value $46,000 Shares 321 Est. Cost $100.07 Unrealized +31.7%
HD HOME DEPOT INC 0.0%
Value $46,000 Shares 126 Est. Cost $353.64 Unrealized +0.6%
D DOMINION ENERGY INC 0.0%
Value $46,000 Shares 819 Est. Cost $42.64 Unrealized +24.7%
FDLO FIDELITY COVINGTON TRUST 0.0%
Value $45,000 Shares 722 Est. Cost $62.33 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $45,000 Shares 438 Est. Cost $78.26 Unrealized +30.3%
SDY SPDR SER TR 0.0%
Value $45,000 Shares 332 Est. Cost $135.54 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.0%
Value $45,000 Shares 903 Est. Cost $49.83 Unrealized
SABR SABRE CORP 0.0%
Value $44,000 Shares 14,000 Est. Cost $3.67 Unrealized -30.0%
BP BP PLC 0.0%
Value $44,000 Shares 1,475 Est. Cost $35.72 Unrealized
SOC SABLE OFFSHORE CORP 0.0%
Value $43,000 Shares 1,990 Est. Cost $11.81 Unrealized +97.0%
META META PLATFORMS INC 0.0%
Value $42,000 Shares 57 Est. Cost $616.61 Unrealized 0.0%
NEM NEWMONT CORP 0.0%
Value $41,000 Shares 716 Est. Cost $37.29 Unrealized +41.9%
MO ALTRIA GROUP INC 0.0%
Value $41,000 Shares 710 Est. Cost $48.82 Unrealized +14.6%
INDA ISHARES TR 0.0%
Value $40,000 Shares 724 Est. Cost $55.25 Unrealized
GOOG ALPHABET INC 0.0%
Value $39,000 Shares 222 Est. Cost $164.85 Unrealized 0.0%
FHEQ FIDELITY GREENWOOD STREET TR 0.0%
Value $39,000 Shares 1,361 Est. Cost $28.66 Unrealized
MUNI PIMCO ETF TR 0.0%
Value $39,000 Shares 772 Est. Cost $50.52 Unrealized
CLOA BLACKROCK ETF TRUST II 0.0%
Value $38,000 Shares 733 Est. Cost $51.84 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $37,000 Shares 515 Est. Cost $55.98 Unrealized +20.3%
VFH VANGUARD WORLD FD 0.0%
Value $36,000 Shares 288 Est. Cost $118.06 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value $36,000 Shares 517 Est. Cost $65.76 Unrealized
DE DEERE & CO 0.0%
Value $34,000 Shares 68 Est. Cost $375.90 Unrealized +28.9%
ADBE ADOBE INC 0.0%
Value $34,000 Shares 90 Est. Cost $512.21 Unrealized -24.8%
ORCL ORACLE CORP 0.0%
Value $33,000 Shares 151 Est. Cost $123.29 Unrealized +30.4%
EPOL ISHARES TR 0.0%
Value $33,000 Shares 1,045 Est. Cost $31.58 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value $33,000 Shares 160 Est. Cost $157.89 Unrealized +10.4%
VGT VANGUARD WORLD FD 0.0%
Value $33,000 Shares 50 Est. Cost $620.00 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value $32,000 Shares 361 Est. Cost $93.07 Unrealized -3.3%
TPB TURNING PT BRANDS INC 0.0%
Value $31,000 Shares 418 Est. Cost $68.02 Unrealized 0.0%
INFL LISTED FD TR 0.0%
Value $30,000 Shares 712 Est. Cost $37.92 Unrealized
FUTY FIDELITY COVINGTON TRUST 0.0%
Value $30,000 Shares 582 Est. Cost $51.55 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value $30,000 Shares 165 Est. Cost $151.68 Unrealized +10.3%
MLPX GLOBAL X FDS 0.0%
Value $29,000 Shares 466 Est. Cost $62.11 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 0.0%
Value $29,000 Shares 226 Est. Cost $128.32 Unrealized
FDX FEDEX CORP 0.0%
Value $29,000 Shares 129 Est. Cost $237.50 Unrealized -9.4%
KIE SPDR SER TR 0.0%
Value $29,000 Shares 491 Est. Cost $54.99 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $28,000 Shares 200 Est. Cost $143.89 Unrealized -24.3%
PANW PALO ALTO NETWORKS INC 0.0%
Value $28,000 Shares 140 Est. Cost $185.70 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value $27,000 Shares 2,370 Est. Cost $9.39 Unrealized -0.7%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value $27,000 Shares 294 Est. Cost $91.84 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $27,000 Shares 200 Est. Cost $117.28 Unrealized 0.0%
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value $27,000 Shares 194 Est. Cost $139.18 Unrealized
AVGO BROADCOM INC 0.0%
Value $27,000 Shares 100 Est. Cost $182.87 Unrealized +18.1%
DXJ WISDOMTREE TR 0.0%
Value $27,000 Shares 244 Est. Cost $106.56 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value $27,000 Shares 110 Est. Cost $247.64 Unrealized -4.2%
DUK DUKE ENERGY CORP NEW 0.0%
Value $27,000 Shares 230 Est. Cost $94.90 Unrealized +21.6%
AXP AMERICAN EXPRESS CO 0.0%
Value $26,000 Shares 83 Est. Cost $279.37 Unrealized 0.0%
GSK GSK PLC 0.0%
Value $25,000 Shares 666 Est. Cost $41.68 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.0%
Value $25,000 Shares 346 Est. Cost $72.25 Unrealized
IGIB ISHARES TR 0.0%
Value $25,000 Shares 486 Est. Cost $51.44 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value $24,000 Shares 351 Est. Cost $62.68 Unrealized
MINO PIMCO ETF TR 0.0%
Value $24,000 Shares 546 Est. Cost $43.96 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value $24,000 Shares 200 Est. Cost $101.25 Unrealized -7.9%
UNILEVER PLC 0.0%
Value $24,000 Shares 395 Est. Cost $60.76 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value $24,000 Shares 224 Est. Cost $93.75 Unrealized
GPC GENUINE PARTS CO 0.0%
Value $24,000 Shares 200 Est. Cost $137.53 Unrealized -14.4%
ONEQ FIDELITY COMWLTH TR 0.0%
Value $23,000 Shares 288 Est. Cost $79.86 Unrealized
TKO TKO GROUP HOLDINGS INC 0.0%
Value $23,000 Shares 129 Est. Cost $159.12 Unrealized 0.0%
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value $22,000 Shares 408 Est. Cost $37.97 Unrealized +38.5%
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value $22,000 Shares 409 Est. Cost $56.23 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value $22,000 Shares 903 Est. Cost $35.81 Unrealized
KO COCA COLA CO 0.0%
Value $22,000 Shares 316 Est. Cost $56.70 Unrealized +23.1%
VLO VALERO ENERGY CORP 0.0%
Value $22,000 Shares 166 Est. Cost $135.69 Unrealized -9.9%
EUSA ISHARES INC 0.0%
Value $21,000 Shares 212 Est. Cost $99.06 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value $21,000 Shares 95 Est. Cost $221.05 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value $21,000 Shares 38 Est. Cost $551.47 Unrealized 0.0%
AR ANTERO RESOURCES CORP 0.0%
Value $21,000 Shares 531 Est. Cost $37.87 Unrealized 0.0%
FBND FIDELITY MERRIMACK STR TR 0.0%
Value $21,000 Shares 460 Est. Cost $45.65 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value $20,000 Shares 681 Est. Cost $21.21 Unrealized +26.2%
MELI MERCADOLIBRE INC 0.0%
Value $20,000 Shares 8 Est. Cost $2335.36 Unrealized 0.0%
SHY ISHARES TR 0.0%
Value $20,000 Shares 252 Est. Cost $82.01 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value $20,000 Shares 88 Est. Cost $215.91 Unrealized
FBOT FIDELITY COVINGTON TRUST 0.0%
Value $19,000 Shares 667 Est. Cost $28.49 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value $19,000 Shares 80 Est. Cost $225.31 Unrealized 0.0%
RING ISHARES INC 0.0%
Value $19,000 Shares 438 Est. Cost $43.38 Unrealized
ULS UL SOLUTIONS INC 0.0%
Value $19,000 Shares 268 Est. Cost $65.47 Unrealized 0.0%
IDGT ISHARES TR 0.0%
Value $19,000 Shares 238 Est. Cost $79.83 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value $19,000 Shares 184 Est. Cost $86.28 Unrealized +20.8%
PFE PFIZER INC 0.0%
Value $19,000 Shares 810 Est. Cost $24.65 Unrealized -9.3%
SUB ISHARES TR 0.0%
Value $19,000 Shares 181 Est. Cost $104.97 Unrealized
HUBS HUBSPOT INC 0.0%
Value $19,000 Shares 35 Est. Cost $585.68 Unrealized 0.0%
MCK MCKESSON CORP 0.0%
Value $19,000 Shares 26 Est. Cost $703.74 Unrealized 0.0%
COF CAPITAL ONE FINL CORP 0.0%
Value $19,000 Shares 91 Est. Cost $185.05 Unrealized 0.0%
CPT CAMDEN PPTY TR 0.0%
Value $18,000 Shares 168 Est. Cost $112.08 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value $18,000 Shares 208 Est. Cost $83.95 Unrealized 0.0%
FAF FIRST AMERN FINL CORP 0.0%
Value $18,000 Shares 301 Est. Cost $57.94 Unrealized 0.0%
PSA PUBLIC STORAGE OPER CO 0.0%
Value $18,000 Shares 64 Est. Cost $287.46 Unrealized 0.0%
VDE VANGUARD WORLD FD 0.0%
Value $18,000 Shares 155 Est. Cost $135.48 Unrealized
WOOD ISHARES TR 0.0%
Value $18,000 Shares 249 Est. Cost $72.29 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value $18,000 Shares 111 Est. Cost $147.12 Unrealized 0.0%
EWG ISHARES INC 0.0%
Value $18,000 Shares 434 Est. Cost $41.47 Unrealized
TJX TJX COS INC NEW 0.0%
Value $18,000 Shares 150 Est. Cost $125.88 Unrealized 0.0%
OEF ISHARES TR 0.0%
Value $18,000 Shares 60 Est. Cost $300.00 Unrealized
IRT INDEPENDENCE RLTY TR INC 0.0%
Value $17,000 Shares 987 Est. Cost $17.22 Unrealized
IUSB ISHARES TR 0.0%
Value $17,000 Shares 389 Est. Cost $43.70 Unrealized
MSTR MICROSTRATEGY INC 0.0%
Value $17,000 Shares 44 Est. Cost $364.26 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value $17,000 Shares 125 Est. Cost $117.79 Unrealized +19.8%
IGV ISHARES TR 0.0%
Value $16,000 Shares 150 Est. Cost $106.67 Unrealized
UHS UNIVERSAL HLTH SVCS INC 0.0%
Value $16,000 Shares 90 Est. Cost $179.96 Unrealized 0.0%
NET CLOUDFLARE INC 0.0%
Value $16,000 Shares 85 Est. Cost $145.18 Unrealized 0.0%
COIN COINBASE GLOBAL INC 0.0%
Value $16,000 Shares 46 Est. Cost $233.78 Unrealized 0.0%
DLTR DOLLAR TREE INC 0.0%
Value $16,000 Shares 165 Est. Cost $86.31 Unrealized 0.0%
BAX BAXTER INTL INC 0.0%
Value $15,000 Shares 500 Est. Cost $38.91 Unrealized -22.9%
ONON ON HLDG AG 0.0%
Value $15,000 Shares 300 Est. Cost $52.97 Unrealized -3.8%
MUB ISHARES TR 0.0%
Value $15,000 Shares 150 Est. Cost $100.00 Unrealized
PRN INVESCO EXCHANGE TRADED FD T 0.0%
Value $15,000 Shares 99 Est. Cost $151.52 Unrealized
GIS GENERAL MLS INC 0.0%
Value $15,000 Shares 300 Est. Cost $60.59 Unrealized -11.2%
SMMU PIMCO ETF TR 0.0%
Value $15,000 Shares 302 Est. Cost $49.67 Unrealized
VIK VIKING HOLDINGS LTD 0.0%
Value $15,000 Shares 300 Est. Cost $44.14 Unrealized 0.0%
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value $14,000 Shares 138 Est. Cost $113.92 Unrealized 0.0%
MRK MERCK & CO INC 0.0%
Value $14,000 Shares 186 Est. Cost $120.10 Unrealized -35.6%
SIZE ISHARES TR 0.0%
Value $14,000 Shares 92 Est. Cost $152.17 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value $14,000 Shares 335 Est. Cost $41.79 Unrealized
YPF YPF SOCIEDAD ANONIMA 0.0%
Value $13,000 Shares 432 Est. Cost $30.09 Unrealized
IWS ISHARES TR 0.0%
Value $13,000 Shares 100 Est. Cost $120.00 Unrealized
SGOV ISHARES TR 0.0%
Value $13,000 Shares 133 Est. Cost $97.74 Unrealized
ENB ENBRIDGE INC 0.0%
Value $13,000 Shares 289 Est. Cost $41.28 Unrealized +6.1%
FSTA FIDELITY COVINGTON TRUST 0.0%
Value $13,000 Shares 256 Est. Cost $50.78 Unrealized
CI THE CIGNA GROUP 0.0%
Value $13,000 Shares 40 Est. Cost $327.67 Unrealized -3.0%
CRM SALESFORCE INC 0.0%
Value $13,000 Shares 50 Est. Cost $266.04 Unrealized 0.0%
PFI INVESCO EXCHANGE TRADED FD T 0.0%
Value $13,000 Shares 236 Est. Cost $55.08 Unrealized
IAGG ISHARES TR 0.0%
Value $13,000 Shares 259 Est. Cost $50.19 Unrealized
IEO ISHARES TR 0.0%
Value $12,000 Shares 145 Est. Cost $82.76 Unrealized
AVB AVALONBAY CMNTYS INC 0.0%
Value $12,000 Shares 62 Est. Cost $199.04 Unrealized 0.0%
IBAT ISHARES TR 0.0%
Value $12,000 Shares 555 Est. Cost $21.62 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value $12,000 Shares 253 Est. Cost $47.43 Unrealized
FREL FIDELITY COVINGTON TRUST 0.0%
Value $11,000 Shares 439 Est. Cost $25.06 Unrealized
FETH FIDELITY ETHEREUM FD 0.0%
Value $11,000 Shares 446 Est. Cost $24.66 Unrealized
FOOT LOCKER INC 0.0%
Value $11,000 Shares 450 Est. Cost $24.44 Unrealized
USB US BANCORP DEL 0.0%
Value $11,000 Shares 250 Est. Cost $42.87 Unrealized -4.9%
ASML ASML HOLDING N V 0.0%
Value $11,000 Shares 14 Est. Cost $785.71 Unrealized
DDOG DATADOG INC 0.0%
Value $10,000 Shares 75 Est. Cost $110.71 Unrealized 0.0%
PINS PINTEREST INC 0.0%
Value $10,000 Shares 304 Est. Cost $30.35 Unrealized 0.0%
VEEV VEEVA SYS INC 0.0%
Value $10,000 Shares 36 Est. Cost $248.00 Unrealized 0.0%
LVS LAS VEGAS SANDS CORP 0.0%
Value $10,000 Shares 240 Est. Cost $38.47 Unrealized 0.0%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value $10,000 Shares 43 Est. Cost $220.44 Unrealized 0.0%
MEAR ISHARES U S ETF TR 0.0%
Value $10,000 Shares 204 Est. Cost $49.02 Unrealized
FDMO FIDELITY COVINGTON TRUST 0.0%
Value $10,000 Shares 139 Est. Cost $71.94 Unrealized
DKNG DRAFTKINGS INC NEW 0.0%
Value $10,000 Shares 234 Est. Cost $35.86 Unrealized 0.0%
FICO FAIR ISAAC CORP 0.0%
Value $10,000 Shares 6 Est. Cost $1877.74 Unrealized 0.0%
IEI ISHARES TR 0.0%
Value $10,000 Shares 89 Est. Cost $112.36 Unrealized
UNP UNION PAC CORP 0.0%
Value $9,000 Shares 43 Est. Cost $218.47 Unrealized 0.0%
ADSK AUTODESK INC 0.0%
Value $9,000 Shares 30 Est. Cost $283.70 Unrealized 0.0%
SCZ ISHARES TR 0.0%
Value $9,000 Shares 124 Est. Cost $56.45 Unrealized
FTBD FIDELITY MERRIMACK STR TR 0.0%
Value $9,000 Shares 202 Est. Cost $44.55 Unrealized
TTD THE TRADE DESK INC 0.0%
Value $9,000 Shares 130 Est. Cost $63.85 Unrealized 0.0%
CUBE CUBESMART 0.0%
Value $9,000 Shares 227 Est. Cost $39.65 Unrealized
EVO EVOTEC AG 0.0%
Value $9,000 Shares 2,160 Est. Cost $7.87 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value $9,000 Shares 56 Est. Cost $180.47 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $9,000 Shares 30 Est. Cost $327.56 Unrealized 0.0%
FR FIRST INDL RLTY TR INC 0.0%
Value $9,000 Shares 206 Est. Cost $43.69 Unrealized
SKECHERS U S A INC 0.0%
Value $8,000 Shares 129 Est. Cost $62.02 Unrealized
CLX CLOROX CO DEL 0.0%
Value $8,000 Shares 73 Est. Cost $130.41 Unrealized 0.0%
ITDC ISHARES TR 0.0%
Value $8,000 Shares 275 Est. Cost $29.09 Unrealized
FDIG FIDELITY COVINGTON TRUST 0.0%
Value $8,000 Shares 236 Est. Cost $33.90 Unrealized
GLW CORNING INC 0.0%
Value $7,000 Shares 146 Est. Cost $46.35 Unrealized -0.1%
NI NISOURCE INC 0.0%
Value $7,000 Shares 190 Est. Cost $38.61 Unrealized 0.0%
XYZ BLOCK INC 0.0%
Value $7,000 Shares 112 Est. Cost $58.18 Unrealized 0.0%
SOLV SOLVENTUM CORP 0.0%
Value $7,000 Shares 94 Est. Cost $60.70 Unrealized +16.7%
WPC WP CAREY INC 0.0%
Value $7,000 Shares 113 Est. Cost $61.95 Unrealized
MNSO MINISO GROUP HLDG LTD 0.0%
Value $7,000 Shares 426 Est. Cost $16.43 Unrealized
IAG IAMGOLD CORP 0.0%
Value $7,000 Shares 1,072 Est. Cost $2.66 Unrealized +163.1%
DGRO ISHARES TR 0.0%
Value $7,000 Shares 121 Est. Cost $57.85 Unrealized
WMS ADVANCED DRAIN SYS INC DEL 0.0%
Value $7,000 Shares 69 Est. Cost $111.63 Unrealized 0.0%
STIP ISHARES TR 0.0%
Value $7,000 Shares 72 Est. Cost $97.22 Unrealized
FFLG FIDELITY COVINGTON TRUST 0.0%
Value $6,000 Shares 248 Est. Cost $24.19 Unrealized
INTU INTUIT 0.0%
Value $6,000 Shares 8 Est. Cost $634.69 Unrealized +6.3%
KVUE KENVUE INC 0.0%
Value $6,000 Shares 300 Est. Cost $22.15 Unrealized 0.0%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $6,000 Shares 100 Est. Cost $50.00 Unrealized
FWRG FIRST WATCH RESTAURANT GROUP 0.0%
Value $6,000 Shares 395 Est. Cost $16.79 Unrealized 0.0%
QTUM ETF SER SOLUTIONS 0.0%
Value $6,000 Shares 66 Est. Cost $90.91 Unrealized
SONY SONY GROUP CORP 0.0%
Value $5,000 Shares 230 Est. Cost $17.39 Unrealized
HSY HERSHEY CO 0.0%
Value $5,000 Shares 36 Est. Cost $161.62 Unrealized 0.0%
CPRI CAPRI HOLDINGS LIMITED 0.0%
Value $5,000 Shares 317 Est. Cost $16.47 Unrealized 0.0%
DTCR GLOBAL X FDS 0.0%
Value $5,000 Shares 303 Est. Cost $16.50 Unrealized
ILMN ILLUMINA INC 0.0%
Value $5,000 Shares 60 Est. Cost $81.16 Unrealized 0.0%
HLN HALEON PLC 0.0%
Value $5,000 Shares 508 Est. Cost $9.84 Unrealized
BPOP POPULAR INC 0.0%
Value $5,000 Shares 49 Est. Cost $92.92 Unrealized +4.5%
NBET NEUBERGER BERMAN ETF TRUST 0.0%
Value $5,000 Shares 158 Est. Cost $31.65 Unrealized
LW LAMB WESTON HLDGS INC 0.0%
Value $5,000 Shares 105 Est. Cost $52.75 Unrealized 0.0%
TIP ISHARES TR 0.0%
Value $5,000 Shares 47 Est. Cost $106.38 Unrealized
IFRA ISHARES TR 0.0%
Value $5,000 Shares 110 Est. Cost $45.45 Unrealized
GE GE AEROSPACE 0.0%
Value $5,000 Shares 23 Est. Cost $177.15 Unrealized +23.4%
RWK INVESCO EXCH TRADED FD TR II 0.0%
Value $5,000 Shares 51 Est. Cost $98.04 Unrealized
IJT ISHARES TR 0.0%
Value $5,000 Shares 40 Est. Cost $125.00 Unrealized
NOW SERVICENOW INC 0.0%
Value $5,000 Shares 5 Est. Cost $202.58 Unrealized -6.9%
ALLY ALLY FINL INC 0.0%
Value $5,000 Shares 150 Est. Cost $33.77 Unrealized 0.0%
LGIH LGI HOMES INC 0.0%
Value $5,000 Shares 100 Est. Cost $118.03 Unrealized -53.6%
BKSY BLACKSKY TECHNOLOGY INC 0.0%
Value $5,000 Shares 250 Est. Cost $10.77 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value $4,000 Shares 26 Est. Cost $165.60 Unrealized -7.8%
TOTALENERGIES SE 0.0%
Value $4,000 Shares 70 Est. Cost $57.14 Unrealized
LII LENNOX INTL INC 0.0%
Value $4,000 Shares 7 Est. Cost $618.14 Unrealized -10.3%
GBTC GRAYSCALE BITCOIN TR BTC 0.0%
Value $4,000 Shares 50 Est. Cost $60.00 Unrealized
GOOGL ALPHABET INC 0.0%
Value $4,000 Shares 26 Est. Cost $174.14 Unrealized -6.2%
PH PARKER-HANNIFIN CORP 0.0%
Value $4,000 Shares 7 Est. Cost $655.15 Unrealized -4.1%
COHR COHERENT CORP 0.0%
Value $4,000 Shares 50 Est. Cost $100.05 Unrealized -28.1%
IMCB ISHARES TR 0.0%
Value $4,000 Shares 60 Est. Cost $66.67 Unrealized
RMTI ROCKWELL MED INC 0.0%
Value $4,000 Shares 5,500 Est. Cost $1.02 Unrealized 0.0%
STOT SSGA ACTIVE TR 0.0%
Value $4,000 Shares 99 Est. Cost $40.40 Unrealized
HPQ HP INC 0.0%
Value $4,000 Shares 194 Est. Cost $30.27 Unrealized -18.4%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value $4,000 Shares 19 Est. Cost $225.89 Unrealized 0.0%
BNY MELLON STRATEGIC MUN BD 0.0%
Value $4,000 Shares 874 Est. Cost $6.86 Unrealized
KKR KKR & CO INC 0.0%
Value $4,000 Shares 35 Est. Cost $145.82 Unrealized -20.0%
FCPT FOUR CORNERS PPTY TR INC 0.0%
Value $4,000 Shares 167 Est. Cost $29.94 Unrealized
UUP INVESCO DB US DLR INDEX TR 0.0%
Value $3,000 Shares 124 Est. Cost $32.26 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value $3,000 Shares 100 Est. Cost $31.07 Unrealized -4.5%
DPZ DOMINOS PIZZA INC 0.0%
Value $3,000 Shares 8 Est. Cost $464.31 Unrealized 0.0%
PHDG INVESCO ACTIVELY MANAGED EXC 0.0%
Value $3,000 Shares 95 Est. Cost $31.58 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value $3,000 Shares 30 Est. Cost $104.39 Unrealized 0.0%
GNRC GENERAC HLDGS INC 0.0%
Value $3,000 Shares 26 Est. Cost $172.73 Unrealized -29.4%
LRGF ISHARES TR 0.0%
Value $3,000 Shares 51 Est. Cost $58.82 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value $3,000 Shares 48 Est. Cost $84.00 Unrealized -11.2%
FQAL FIDELITY COVINGTON TRUST 0.0%
Value $3,000 Shares 54 Est. Cost $55.56 Unrealized
IBLC ISHARES TR 0.0%
Value $2,000 Shares 68 Est. Cost $29.41 Unrealized
GEV GE VERNOVA INC 0.0%
Value $2,000 Shares 5 Est. Cost $311.89 Unrealized +33.4%
RH RH 0.0%
Value $2,000 Shares 15 Est. Cost $185.72 Unrealized 0.0%
GLDM WORLD GOLD TR 0.0%
Value $2,000 Shares 31 Est. Cost $32.26 Unrealized
AOR ISHARES TR 0.0%
Value $2,000 Shares 47 Est. Cost $42.55 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.0%
Value $2,000 Shares 52 Est. Cost $38.46 Unrealized
CELH CELSIUS HLDGS INC 0.0%
Value $2,000 Shares 57 Est. Cost $38.52 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value $2,000 Shares 30 Est. Cost $95.97 Unrealized 0.0%
TREX TREX CO INC 0.0%
Value $2,000 Shares 49 Est. Cost $89.05 Unrealized -36.4%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $2,000 Shares 5 Est. Cost $417.06 Unrealized 0.0%
LTC LTC PPTYS INC 0.0%
Value $2,000 Shares 68 Est. Cost $29.41 Unrealized
IBRX IMMUNITYBIO INC 0.0%
Value $2,000 Shares 1,000 Est. Cost $2.69 Unrealized 0.0%
OEC ORION S.A. 0.0%
Value $2,000 Shares 282 Est. Cost $16.89 Unrealized -33.1%
IGM ISHARES TR 0.0%
Value $2,000 Shares 26 Est. Cost $76.92 Unrealized
BIP BROOKFIELD INFRAST PARTNERS 0.0%
Value $2,000 Shares 63 Est. Cost $31.75 Unrealized
SRPT SAREPTA THERAPEUTICS INC 0.0%
Value $1,000 Shares 90 Est. Cost $42.66 Unrealized 0.0%
STTK SHATTUCK LABS INC 0.0%
Value $1,000 Shares 2,227 Est. Cost $0.97 Unrealized 0.0%
DOW DOW INC 0.0%
Value $1,000 Shares 65 Est. Cost $35.96 Unrealized -22.7%
XMLV INVESCO EXCH TRADED FD TR II 0.0%
Value $1,000 Shares 23 Est. Cost $43.48 Unrealized
BBBY BEYOND INC 0.0%
Value $1,000 Shares 283 Est. Cost $5.33 Unrealized 0.0%
FLDR FIDELITY MERRIMACK STR TR 0.0%
Value $1,000 Shares 20 Est. Cost $50.00 Unrealized
FDEV FIDELITY COVINGTON TRUST 0.0%
Value $1,000 Shares 34 Est. Cost $29.41 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value $1,000 Shares 100 Est. Cost $10.00 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value $1,000 Shares 44 Est. Cost $22.73 Unrealized
CMPX COMPASS THERAPEUTICS INC 0.0%
Value $1,000 Shares 700 Est. Cost $2.06 Unrealized 0.0%
MET METLIFE INC 0.0%
Value $1,000 Shares 15 Est. Cost $66.02 Unrealized +14.9%
VYM VANGUARD WHITEHALL FDS 0.0%
Value $1,000 Shares 10 Est. Cost $100.00 Unrealized
IQLT ISHARES TR 0.0%
Value $0 Shares 13 Est. Cost Unrealized
IGOV ISHARES TR 0.0%
Value $0 Shares 5 Est. Cost Unrealized
NOV NOV INC 0.0%
Value $0 Shares 28 Est. Cost $15.62 Unrealized -19.4%
BBU BROOKFIELD BUSINESS PARTNERS 0.0%
Value $0 Shares 21 Est. Cost $47.62 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value $0 Shares 15 Est. Cost $17.62 Unrealized -6.5%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value $0 Shares 54 Est. Cost $20.16 Unrealized -15.7%
PBR PETROLEO BRASILEIRO SA PETRO 0.0%
Value $0 Shares 50 Est. Cost $20.00 Unrealized
AOK ISHARES TR 0.0%
Value $0 Shares 2 Est. Cost Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 0.0%
Value $0 Shares 17 Est. Cost Unrealized
HL HECLA MNG CO 0.0%
Value $0 Shares 108 Est. Cost $3.95 Unrealized +39.4%
NAK NORTHERN DYNASTY MINERALS LT 0.0%
Value $0 Shares 300 Est. Cost $0.28 Unrealized +305.4%
VAL/WS VALARIS LTD 0.0%
Value $0 Shares 9 Est. Cost $111.11 Unrealized
TFLO ISHARES TR 0.0%
Value $0 Shares 4 Est. Cost Unrealized
CTVA CORTEVA INC 0.0%
Value $0 Shares 2 Est. Cost $61.25 Unrealized +8.0%
USMV ISHARES TR 0.0%
Value $0 Shares 2 Est. Cost Unrealized
FRNW FIDELITY COVINGTON TRUST 0.0%
Value $0 Shares 6 Est. Cost Unrealized
OLN OLIN CORP 0.0%
Value $0 Shares 46 Est. Cost $42.66 Unrealized -52.4%
NLOP NET LEASE OFFICE PROPERTIES 0.0%
Value $0 Shares 7 Est. Cost Unrealized
FLTB FIDELITY MERRIMACK STR TR 0.0%
Value $0 Shares 10 Est. Cost Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value $0 Shares 7 Est. Cost $84.84 Unrealized -18.0%
CC CHEMOURS CO 0.0%
Value $0 Shares 2 Est. Cost $19.29 Unrealized -42.6%
BBUC BROOKFIELD BUSINESS CORP 0.0%
Value $0 Shares 10 Est. Cost $22.77 Unrealized +19.6%
DD DUPONT DE NEMOURS INC 0.0%
Value $0 Shares 2 Est. Cost $31.89 Unrealized -14.4%
JPIB J P MORGAN EXCHANGE TRADED F 0.0%
Value $0 Shares 11 Est. Cost Unrealized
METCB RAMACO RES INC 0.0%
Value $0 Shares 88 Est. Cost $9.01 Unrealized -15.1%