Tower View Wealth Management LLC Diversified Active

CIK: 0001729045 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 6, 2024

Total Value ($000): $161 (100.0% shares, 0.0% debt)

Holdings (182)

LLY ELI LILLY & CO 4.3%
Value ($000) $7 Shares 11,793 Est. Cost $115.08 Unrealized +399.7%
MSFT MICROSOFT CORP 4.1%
Value ($000) $7 Shares 17,795 Est. Cost $145.91 Unrealized +140.1%
MRSH MARSH & MCLENNAN COS INC 3.6%
Value ($000) $6 Shares 30,576 Est. Cost $77.51 Unrealized +141.2%
HD HOME DEPOT INC 3.5%
Value ($000) $6 Shares 16,079 Est. Cost $158.25 Unrealized +85.6%
UNH UNITEDHEALTH GROUP INC 3.1%
Value ($000) $5 Shares 9,516 Est. Cost $232.30 Unrealized +120.1%
COST COSTCO WHSL CORP NEW 3.0%
Value ($000) $5 Shares 7,424 Est. Cost $337.12 Unrealized +70.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 3.0%
Value ($000) $5 Shares 46,995 Est. Cost $55.19 Unrealized
DE DEERE & CO 3.0%
Value ($000) $5 Shares 12,051 Est. Cost $343.53 Unrealized +6.3%
UNP UNION PAC CORP 3.0%
Value ($000) $5 Shares 19,422 Est. Cost $158.59 Unrealized +31.9%
V VISA INC CL A 3.0%
Value ($000) $5 Shares 18,284 Est. Cost $110.52 Unrealized +119.6%
ADI ANALOG DEVICES INC 2.9%
Value ($000) $5 Shares 23,450 Est. Cost $149.45 Unrealized +15.2%
CNQ CANADIAN NAT RES LTD 2.9%
Value ($000) $5 Shares 70,522 Est. Cost $23.66 Unrealized +26.1%
ADBE ADOBE INC 2.8%
Value ($000) $4 Shares 7,486 Est. Cost $201.76 Unrealized +185.9%
CAT CATERPILLAR INC 2.7%
Value ($000) $4 Shares 14,951 Est. Cost $199.87 Unrealized +25.7%
GOOG ALPHABET INC CAP STK CL C 2.6%
Value ($000) $4 Shares 29,531 Est. Cost $107.85 Unrealized +24.9%
NVDA NVIDIA CORPORATION 2.5%
Value ($000) $4 Shares 8,155 Est. Cost $16.87 Unrealized +174.5%
SPY SPDR S&P 500 ETF TR TR UNIT 2.5%
Value ($000) $4 Shares 8,420 Est. Cost $266.17 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 2.5%
Value ($000) $4 Shares 50,400 Est. Cost $77.45 Unrealized -6.9%
ASML ASML HOLDING N V N Y REGISTRY SHS 2.4%
Value ($000) $4 Shares 5,062 Est. Cost $606.17 Unrealized
AMZN AMAZON INC 2.4%
Value ($000) $4 Shares 25,119 Est. Cost $122.48 Unrealized +14.5%
VBK VANGUARD INDEX FDS SML CP GRW ETF 2.3%
Value ($000) $4 Shares 15,055 Est. Cost $185.81 Unrealized
SBUX STARBUCKS CORP 2.3%
Value ($000) $4 Shares 37,915 Est. Cost $59.67 Unrealized +54.5%
DHR DANAHER CORPORATION 2.2%
Value ($000) $4 Shares 15,227 Est. Cost $211.70 Unrealized -0.6%
CARR CARRIER GLOBAL CORPORATION 2.1%
Value ($000) $3 Shares 58,608 Est. Cost $38.58 Unrealized +33.6%
VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF 2.1%
Value ($000) $3 Shares 19,500 Est. Cost $109.81 Unrealized
MCD MCDONALDS CORP 2.0%
Value ($000) $3 Shares 11,008 Est. Cost $235.54 Unrealized +9.8%
LULU LULULEMON ATHLETICA INC 2.0%
Value ($000) $3 Shares 6,293 Est. Cost $327.68 Unrealized +31.9%
VUG VANGUARD INDEX FDS GROWTH ETF 2.0%
Value ($000) $3 Shares 10,325 Est. Cost $150.88 Unrealized
GOOGL ALPHABET INC CAP STK CL A 1.8%
Value ($000) $3 Shares 20,672 Est. Cost $107.39 Unrealized +24.2%
NVMI NOVA LTD 1.7%
Value ($000) $3 Shares 19,782 Est. Cost $52.22 Unrealized +121.3%
PEP PEPSICO INC 1.6%
Value ($000) $3 Shares 15,311 Est. Cost $111.96 Unrealized +37.3%
BMI BADGER METER INC 1.4%
Value ($000) $2 Shares 14,851 Est. Cost $150.98 Unrealized -5.0%
MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 1.3%
Value ($000) $2 Shares 4,263 Est. Cost $452.27 Unrealized
ISRG INTUITIVE SURGICAL INC NEW 1.3%
Value ($000) $2 Shares 6,202 Est. Cost $234.95 Unrealized +26.9%
NVO NOVO-NORDISK A S ADR 1.3%
Value ($000) $2 Shares 20,125 Est. Cost $0.12 Unrealized
DRS LEONARDO DRS INC 1.2%
Value ($000) $2 Shares 100,545 Est. Cost $12.86 Unrealized +45.3%
VRTX VERTEX PHARMACEUTICALS INC 1.2%
Value ($000) $2 Shares 4,741 Est. Cost $337.34 Unrealized +9.5%
QCOM QUAL M INC 1.2%
Value ($000) $2 Shares 13,148 Est. Cost $118.34 Unrealized 0.0%
VGT VANGUARD WORLD FDS INF TECH ETF 1.0%
Value ($000) $2 Shares 3,458 Est. Cost $276.30 Unrealized
VHT VANGUARD WORLD FDS HEALTH CAR ETF 0.9%
Value ($000) $1 Shares 5,880 Est. Cost $172.89 Unrealized
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $1 Shares 8,193 Est. Cost $106.32 Unrealized +32.3%
NXT NEXTRACKER INC CLASS A 0.7%
Value ($000) $1 Shares 23,925 Est. Cost $39.13 Unrealized 0.0%
VDC VANGUARD WORLD FDS CONSUM STP ETF 0.6%
Value ($000) $1 Shares 4,869 Est. Cost $150.98 Unrealized
HSY HERSHEY CO 0.5%
Value ($000) $1 Shares 4,183 Est. Cost $241.65 Unrealized -26.5%
SSD SIMPSON MFG INC 0.4%
Value ($000) $1 Shares 3,544 Est. Cost $148.38 Unrealized +5.3%
MKC MCCORMICK & CO INC NON VTG 0.4%
Value ($000) $1 Shares 9,587 Est. Cost $61.94 Unrealized 0.0%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.3%
Value ($000) $1 Shares 1,231 Est. Cost $304.29 Unrealized
VIGI VANGUARD WHITEHALL FDS INTL DVD ETF 0.3%
Value ($000) $0 Shares 5,686 Est. Cost $72.14 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DIV YLD 0.3%
Value ($000) $0 Shares 3,839 Est. Cost $90.24 Unrealized
MGEE MGE ENERGY INC 0.2%
Value ($000) $0 Shares 5,154 Est. Cost $60.55 Unrealized +14.1%
VO VANGUARD INDEX FDS MID CAP ETF 0.2%
Value ($000) $0 Shares 1,551 Est. Cost $152.94 Unrealized
VB VANGUARD INDEX FDS SMALL CP ETF 0.2%
Value ($000) $0 Shares 1,615 Est. Cost $147.24 Unrealized
MA MASTERCARD INCORPORATED CL A 0.2%
Value ($000) $0 Shares 608 Est. Cost $344.75 Unrealized +15.2%
ABBV ABBVIE INC 0.1%
Value ($000) $0 Shares 1,273 Est. Cost $115.96 Unrealized +17.0%
SHY ISHARES TR 1 3 YR TREAS BD 0.1%
Value ($000) $0 Shares 2,373 Est. Cost $85.42 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $0 Shares 526 Est. Cost $172.05 Unrealized +59.7%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $0 Shares 3,066 Est. Cost $51.82 Unrealized -9.3%
XLV SELECT SECTOR SPDR TR SBI HEALTHCARE 0.1%
Value ($000) $0 Shares 1,124 Est. Cost $91.11 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $0 Shares 1,310 Est. Cost $89.32 Unrealized +8.4%
KKR KKR & CO INC 0.1%
Value ($000) $0 Shares 1,626 Est. Cost $60.50 Unrealized +10.5%
DIS DISNEY WALT CO 0.1%
Value ($000) $0 Shares 1,435 Est. Cost $83.44 Unrealized +3.3%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $0 Shares 237 Est. Cost $217.52 Unrealized +121.0%
TSLA TESLA INC 0.1%
Value ($000) $0 Shares 495 Est. Cost $251.69 Unrealized -5.6%
VTI VANGUARD INDEX FDS TOTAL STK MKT 0.1%
Value ($000) $0 Shares 502 Est. Cost $137.53 Unrealized
IRM IRON MTN INC DEL 0.1%
Value ($000) $0 Shares 1,592 Est. Cost $38.44 Unrealized +52.0%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $0 Shares 1,055 Est. Cost $79.18 Unrealized +23.2%
WTRG ESSENTIAL UTILS INC 0.1%
Value ($000) $0 Shares 2,418 Est. Cost $46.26 Unrealized -24.5%
CG CARLYLE GROUP INC 0.1%
Value ($000) $0 Shares 2,134 Est. Cost $40.73 Unrealized -24.6%
IWV ISHARES TR RUSSELL 3000 ETF 0.0%
Value ($000) $0 Shares 284 Est. Cost $161.80 Unrealized
WMT WALMART INC 0.0%
Value ($000) $0 Shares 468 Est. Cost $51.52 Unrealized +0.2%
PSX PHILLIPS 66 0.0%
Value ($000) $0 Shares 528 Est. Cost $64.60 Unrealized +71.9%
BX BLACKSTONE INC 0.0%
Value ($000) $0 Shares 529 Est. Cost $102.08 Unrealized 0.0%
CRM SALESFORCE INC 0.0%
Value ($000) $0 Shares 260 Est. Cost $154.03 Unrealized +45.2%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $0 Shares 351 Est. Cost $157.78 Unrealized +3.0%
XEL XCEL ENERGY INC 0.0%
Value ($000) $0 Shares 983 Est. Cost $40.27 Unrealized +37.8%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $0 Shares 610 Est. Cost $82.91 Unrealized +1.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $0 Shares 214 Est. Cost $202.84 Unrealized +12.1%
COP CONOCOPHILLIPS 0.0%
Value ($000) $0 Shares 462 Est. Cost $49.31 Unrealized +122.5%
FAST FASTENAL CO 0.0%
Value ($000) $0 Shares 811 Est. Cost $25.68 Unrealized +11.7%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $0 Shares 710 Est. Cost $48.12 Unrealized +33.6%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $0 Shares 400 Est. Cost $69.22 Unrealized +56.7%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $0 Shares 281 Est. Cost $120.79 Unrealized +20.0%
VTV VANGUARD INDEX FDS VALUE ETF 0.0%
Value ($000) $0 Shares 307 Est. Cost $146.29 Unrealized
LKFN LAKELAND FINL CORP 0.0%
Value ($000) $0 Shares 623 Est. Cost $58.30 Unrealized -12.0%
VNQ VANGUARD INDEX FDS REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 454 Est. Cost $74.40 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $0 Shares 255 Est. Cost $151.73 Unrealized -5.4%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $0 Shares 641 Est. Cost $54.49 Unrealized +5.1%
MO ALTRIA GROUP INC 0.0%
Value ($000) $0 Shares 928 Est. Cost $34.97 Unrealized -0.5%
XLP SELECT SECTOR SPDR TR SBI CONS STPLS 0.0%
Value ($000) $0 Shares 484 Est. Cost $19.39 Unrealized
SPYM SPDR SER TR PORTFOLIO S&P500 0.0%
Value ($000) $0 Shares 615 Est. Cost $0.05 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $0 Shares 665 Est. Cost $49.47 Unrealized -3.0%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $0 Shares 326 Est. Cost $31.74 Unrealized +42.9%
PFE PFIZER INC 0.0%
Value ($000) $0 Shares 1,073 Est. Cost $33.34 Unrealized -20.8%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $0 Shares 78 Est. Cost $321.54 Unrealized -1.2%
CWT CALIFORNIA WTR SVC GROUP 0.0%
Value ($000) $0 Shares 518 Est. Cost $52.40 Unrealized -9.5%
CMCSA CAST CORP NEW CL A 0.0%
Value ($000) $0 Shares 592 Est. Cost $40.49 Unrealized -1.0%
VBR VANGUARD INDEX FDS SM CP VAL ETF 0.0%
Value ($000) $0 Shares 142 Est. Cost $176.47 Unrealized
T AT&T INC 0.0%
Value ($000) $0 Shares 1,479 Est. Cost $13.31 Unrealized +6.8%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $38.99 Unrealized +6.7%
ADAM NEW YORK MTG TR INC 0.0%
Value ($000) $0 Shares 2,603 Est. Cost $0.01 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value ($000) $0 Shares 100 Est. Cost $138.94 Unrealized +65.9%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $0 Shares 166 Est. Cost $105.78 Unrealized +3.4%
F FORD MTR CO DEL 0.0%
Value ($000) $0 Shares 1,678 Est. Cost $11.09 Unrealized -13.2%
IVV ISHARES TR CORE S&P500 ETF 0.0%
Value ($000) $0 Shares 40 Est. Cost $314.59 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $0 Shares 288 Est. Cost $54.82 Unrealized +8.6%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $0 Shares 320 Est. Cost $64.53 Unrealized -17.2%
TGT TARGET CORP 0.0%
Value ($000) $0 Shares 129 Est. Cost $126.56 Unrealized -10.7%
IWF ISHARES TR RUS 1000 GRW ETF 0.0%
Value ($000) $0 Shares 59 Est. Cost $229.48 Unrealized
XLY SELECT SECTOR SPDR TR SBI CONS DISCR 0.0%
Value ($000) $0 Shares 97 Est. Cost $175.26 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $0 Shares 185 Est. Cost $82.83 Unrealized +7.8%
CALX CALIX INC 0.0%
Value ($000) $0 Shares 400 Est. Cost $53.46 Unrealized -25.2%
DRTS ALPHA TAU MEDICAL LTD ORDINARY SHARES 0.0%
Value ($000) $0 Shares 5,566 Est. Cost $8.82 Unrealized -63.5%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $0 Shares 117 Est. Cost $123.49 Unrealized +11.6%
HUBS HUBSPOT INC 0.0%
Value ($000) $0 Shares 27 Est. Cost $468.65 Unrealized +2.7%
XLK SELECT SECTOR SPDR TR TECHNOLOGY 0.0%
Value ($000) $0 Shares 84 Est. Cost $0.18 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $0 Shares 146 Est. Cost $104.59 Unrealized -1.5%
INTC INTEL CORP 0.0%
Value ($000) $0 Shares 276 Est. Cost $34.22 Unrealized +17.0%
SO SOUTHERN CO 0.0%
Value ($000) $0 Shares 182 Est. Cost $43.68 Unrealized +45.9%
SDY SPDR SER TR S&P DIVID ETF 0.0%
Value ($000) $0 Shares 105 Est. Cost $119.99 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $0 Shares 49 Est. Cost $173.41 Unrealized +34.6%
MDYV SPDR SER TR S&P 400 MDCP VAL 0.0%
Value ($000) $0 Shares 148 Est. Cost $61.22 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $0 Shares 22 Est. Cost $39.86 Unrealized +9.5%
VPU VANGUARD WORLD FDS UTILITIES ETF 0.0%
Value ($000) $0 Shares 77 Est. Cost $116.93 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $0 Shares 262 Est. Cost $46.94 Unrealized -18.9%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $0 Shares 302 Est. Cost $30.73 Unrealized -4.9%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $1257.74 Unrealized +12.7%
AVGO BROAD INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $68.73 Unrealized +34.2%
AMGN AMGEN INC 0.0%
Value ($000) $0 Shares 27 Est. Cost $227.46 Unrealized +12.1%
BIIB BIOGEN INC 0.0%
Value ($000) $0 Shares 29 Est. Cost $344.30 Unrealized -28.7%
VZ VERIZON MUNICATIONS INC 0.0%
Value ($000) $0 Shares 204 Est. Cost $33.57 Unrealized -7.7%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $0 Shares 136 Est. Cost $0.05 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $0 Shares 23 Est. Cost $272.79 Unrealized +2.9%
MHO M/I HOMES INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $70.79 Unrealized +41.3%
VOE VANGUARD INDEX FDS MCAP VL IDXVIP 0.0%
Value ($000) $0 Shares 46 Est. Cost $130.43 Unrealized
ANSYS INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $289.47 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $2599.14 Unrealized +18.0%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $0 Shares 67 Est. Cost $59.26 Unrealized +61.5%
IWS ISHARES TR RUS MDCP VAL ETF 0.0%
Value ($000) $0 Shares 59 Est. Cost $99.43 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $0 Shares 52 Est. Cost $187.30 Unrealized -38.1%
IWD ISHARES TR RUS 1000 VAL ETF 0.0%
Value ($000) $0 Shares 42 Est. Cost $142.86 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $99.98 Unrealized +26.1%
MDB MONGODB INC CL A 0.0%
Value ($000) $0 Shares 15 Est. Cost $291.65 Unrealized +30.1%
SWBI SMITH & WESSON BRANDS INC 0.0%
Value ($000) $0 Shares 406 Est. Cost $9.36 Unrealized +47.1%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $0 Shares 58 Est. Cost $80.67 Unrealized -0.5%
LOW LOWES COS INC 0.0%
Value ($000) $0 Shares 23 Est. Cost $108.10 Unrealized +80.1%
PAYX PAYCHEX INC 0.0%
Value ($000) $0 Shares 40 Est. Cost $103.04 Unrealized +7.8%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $61.07 Unrealized +3.5%
EXC EXELON CORP 0.0%
Value ($000) $0 Shares 134 Est. Cost $39.06 Unrealized -9.1%
GLOB GLOBANT S A 0.0%
Value ($000) $0 Shares 21 Est. Cost $123.52 Unrealized +65.3%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $0 Shares 44 Est. Cost $71.76 Unrealized +60.4%
ETSY ETSY INC 0.0%
Value ($000) $0 Shares 65 Est. Cost $102.06 Unrealized -29.9%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $0 Shares 46 Est. Cost $37.96 Unrealized +14.3%
AFRM AFFIRM HLDGS INC CL A 0.0%
Value ($000) $0 Shares 100 Est. Cost $97.16 Unrealized -70.2%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $0 Shares 21 Est. Cost $208.72 Unrealized -16.1%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $0 Shares 50 Est. Cost $56.53 Unrealized +13.0%
KLAC KLA CORP NEW 0.0%
Value ($000) $0 Shares 7 Est. Cost $407.84 Unrealized +25.3%
U UNITY SOFTWARE INC 0.0%
Value ($000) $0 Shares 109 Est. Cost $31.33 Unrealized -1.6%
DUK DUKE ENERGY CORP NEW NEW 0.0%
Value ($000) $0 Shares 37 Est. Cost $83.85 Unrealized 0.0%
CPRT COPART INC 0.0%
Value ($000) $0 Shares 88 Est. Cost $42.95 Unrealized +10.0%
HXL HEXCEL CORP NEW 0.0%
Value ($000) $0 Shares 51 Est. Cost $71.26 Unrealized -5.2%
IJH ISHARES TR CORE S&P MCP ETF 0.0%
Value ($000) $0 Shares 15 Est. Cost $176.21 Unrealized
FELE FRANKLIN ELEC INC 0.0%
Value ($000) $0 Shares 36 Est. Cost $82.61 Unrealized +6.1%
IJR ISHARES TR CORE S&P SCP ETF 0.0%
Value ($000) $0 Shares 27 Est. Cost $62.68 Unrealized
USB US BANCORP DEL NEW 0.0%
Value ($000) $0 Shares 65 Est. Cost $46.40 Unrealized -28.7%
LYB LYONDELLBASELL INDUSTRIES N SHS - A - 0.0%
Value ($000) $0 Shares 32 Est. Cost $79.84 Unrealized 0.0%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $385.06 Unrealized +3.8%
WMB WILLIAMS COS INC 0.0%
Value ($000) $0 Shares 92 Est. Cost $32.16 Unrealized 0.0%
TRP TC ENERGY CORP 0.0%
Value ($000) $0 Shares 60 Est. Cost $33.00 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $0 Shares 20 Est. Cost $111.21 Unrealized 0.0%
CM CANADIAN IMPERIAL BK M TO 0.0%
Value ($000) $0 Shares 37 Est. Cost $36.78 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $72.58 Unrealized -0.5%
IWP ISHARES TR RUS MD CP GR ETF 0.0%
Value ($000) $0 Shares 18 Est. Cost $66.67 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $0 Shares 24 Est. Cost $41.65 Unrealized +27.9%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $0 Shares 42 Est. Cost $24.91 Unrealized 0.0%
KVUE KENVUE INC 0.0%
Value ($000) $0 Shares 44 Est. Cost $18.40 Unrealized 0.0%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $0 Shares 24 Est. Cost $0.04 Unrealized
PPL PPL CORP 0.0%
Value ($000) $0 Shares 48 Est. Cost $23.57 Unrealized 0.0%
CASA SYS INC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.00 Unrealized
AOUT AMERICAN OUTDOOR BRANDS INC 0.0%
Value ($000) $0 Shares 93 Est. Cost $14.76 Unrealized -41.8%
WBD WARNER BROS DISCOVERY INC SER A 0.0%
Value ($000) $0 Shares 3 Est. Cost $12.56 Unrealized -14.1%
LUCID GROUP INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $40.00 Unrealized
CRON CRONOS GROUP INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $17.73 Unrealized -89.0%